Workday Adaptive Planning Tips & Tricks
Unified Provisioning Authentication (UPA) for Customers Using Adaptive Planning with Workday Single Sign-On (SSO)
What is it? As part of Workday’s 2025R2 product release, they rolled out a powerful new feature for customers that use Adaptive Planning with Workday single sign-on (SSO). Customers can now access a delivered Unified Provisioning and Authentication (UPA) workspace to manage…
January 7, 2026
IBM Planning Analytics Tips & Tricks
Performance Monitoring in Planning Analytics Workspace
Keeping your IBM Planning Analytics environment running efficiently is critical as models grow, data volumes increase, and user activity expands. In this edition of our IBM Planning Analytics Tips & Tricks series, Lee Lazarow, IBM Planning Analytics Practice Leader at Revelwood, walks…
January 6, 2026
From Spreadsheets to Smart Insights: How Modern FP&A Drives Strategic Impact
In this episode of FP&A Done Right – The Podcast, we explore how finance teams are moving beyond traditional planning methods to embrace automation, AI, and agile practices. The discussion highlights how modern FP&A tools, like Workday Adaptive Planning, help finance leaders make…
December 18, 2025
Workday Adaptive Planning Tips & Tricks
Leveraging Repeating Reports in Workday Adaptive Planning’s OfficeConnect
Workday Adaptive Planning’s OfficeConnect is a powerful tool that integrates directly with Microsoft Excel, Word, and PowerPoint, enabling users to create dynamic reports with live data feeding directly from Adaptive. One of the most valuable features within OfficeConnect is Repeating Reports, which…
December 17, 2025
IBM Planning Analytics Tips & Tricks
Linking Textboxes in IBM Planning Analytics Workspace
IBM Planning Analytics Workspace lets you create pop-out boxes in your books to make key numbers stand out. You can watch this tip in action in our “Make Numbers Pop with Linked Textboxes | IBM Planning Analytics Tips & Tricks from Revelwood” video. https://youtu.be/LcjGqeZ6KBc?si=LPaE3CnBdoL4SY20…
December 16, 2025
The FP&A Leader’s Guide to Finance Transformation
In the latest episode of FP&A Done Right – The Podcast, hosts Olivia and Ryan explore how finance leaders can transform FP&A from a back-office reporting function into a strategic powerhouse. Season 2 kicks off with a deep dive into what modern…
December 11, 2025
Workday Adaptive Planning Tips & Tricks
The Power of Split Rows in Workday Adaptive Planning Modeled Sheets
In Workday Adaptive Planning, flexibility is everything—especially when it comes to modeling your data at the right level of granularity. That’s where Split Rows come in handy. Whether you’re working with standard sheets or modeled sheets, understanding how to use splits effectively…
December 10, 2025
Workday Adaptive Planning Integration Center of Excellence
Breaking Down Barriers: Simplifying Data Integration with Snowflake Support in Workday Adaptive Planning
Workday Adaptive Planning’s 2025R1 update includes new functionality to better integrate Snowflake data into Workday Adaptive Planning. Prior to this update, it was not possible for Adaptive to retrieve Snowflake’s data via Snowflake’s API. This was due to incompatibilities relating to data…
December 8, 2025
Why Revenue Planning Deserves a Fresh Look
Revenue planning is more than just crunching numbers—it's the heartbeat of a successful organization. In a recent episode of FP&A Done Right – the Podcast, we dissect how to simplify the process while keeping it strategically aligned with company goals. A thoughtful…