Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Override Formulas
This week’s Workday Adaptive Planning tip and trick pertains to importing and exporting override formulas. Override formulas are a useful tool for version-specific data manipulation. To use override formulas, navigate to modeling, then accounts. As seen in the screenshot below, there are…
March 2, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PASS Version Numbering
IBM released version 73 of IBM Planning Analytics Spreadsheet Services (PASS), formerly known as TM1 Web, on February 10, 2022. This version includes a few design improvements associated with stylesheets and sorting. The main change, however, is associated with the version number. The February…
March 1, 2022
FP&A Done Right: Report on Top Priorities for Finance Leaders
Gartner for Finance recently released a report on Top Priorities for Finance Leaders in 2022. The report provides a path to autonomous finance and is focused on the concerns of CFOs. It also includes data on the role FP&A plays in digital financial transformation.…
February 25, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel OFFSET Function
Have you ever wanted to reference a cell based on its placement compared to another cell? Maybe you want to create a formula where each cell looks at the value 2 columns to the right or maybe you want to compare a…
February 22, 2022
Financial Close & Consolidation
Matching Records from Multiple Files in BlackLine
How do you match bank statement records against payment posting records? It’s an easy process when using BlackLine accounting software. Many organizations match bank statements against payments using Excel. They download both the bank statements and the payment posting files to Excel and manually…
February 17, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAx – Rebuild Book vs Recreate Book
Are you familiar with the difference between the “Rebuild Book” button and the “Recreate Book” button in IBM Planning Analytics for Excel (PAx)? Both buttons are used to update the rows which appear on your Dynamic Reports and both buttons refresh the…
February 15, 2022
Financial Close & Consolidation
Modern Accounting: Improving Collaboration in Virtual Accounting
This is a guest blog post from our partner BlackLine, written by Tammy Coley, Chief Transformation Officer at BlackLine. Like most accountants, you’ve probably wasted cycles waiting for reviews or a sign-off, whether it’s for reconciliation, a financial statement, or some other accounting tasks.…
February 10, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Updating ODBC Connections for Multiple Processes
As of version 2.0.69 of IBM Planning Analytics Workspace (PAW), you are now able to update the ODBC connection for multiple TurboIntegrator (TI) processes at once. For prior versions, you would have needed to open each process to update the connection. To utilize…
February 8, 2022
FP&A Done Right: Can Updating Your Office of Finance Software Mitigate “The Great Resignation?”
The U.S. Bureau of Labor Statistics reports that 4.5 million Americans quit their jobs in November 2021. According to Fortune, “The Great Resignation” started in April of 2021. Bank of America’s CEO, Brian Moynihan recently said, “A lot of people left the labor market…