Optimize your Business Processes for Planning, Reporting and Analysis
When was the last time you examined – and optimized – your planning processes? Have you made adjustments over the last few years to accommodate changing office habits, work from home environments and mergers and acquisitions? If your business is like most,…
May 20, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s XMATCH Function
Have you ever wanted to search a list and define the position where it appears in the list? Maybe you want to know how many sales reps exceeded their quota or want to define how many products cost more than an approved purchase…
May 17, 2022
Financial Close & Consolidation
Modern Accounting: Easier Intercompany Transactions
This is a guest blog post from our partner BlackLine, explaining five ways to make intercompany transactions easier and avoid the mess at month-end closing. Table of contents What Are Intercompany Transactions?1. Identify the Type of Transaction and Set up a Standard Process to…
May 12, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Adding a New Entry to Index Cube via Dynamic Report
If your IBM Planning Analytics model contains a cube that uses an index or slot dimension, you may encounter a situation where you’ll need to create a template that will allow your users to add data to an unused index. Below is…
May 10, 2022
FP&A Done Right: ESG Reporting Tools
There is a wide range of reasons why ESG (environmental, social, governance) reporting is an exploding market. One reason is that consumers care about ESG. PwC’s 2021 Consumer Intelligence Series survey reports that 91% of business leaders believe their company has a…
May 6, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel Workbook Stats
Have you ever wanted to know details about your existing worksheet or workbook such as the number of cells that contain data or the number of total sheets? In 2021, Microsoft Excel introduced a feature called Workbook Statistics that will provide details about…
May 3, 2022
Financial Close & Consolidation
Modern Accounting: Changing the Culture in Accounts Receivable
This is a guest blog post from our partner BlackLine, written by Brian Morgan and was originally published in the Credit Research Foundation’s publication Perspective by CRF (Q4 2021). I was fed up with putting out fires. Every day we went from reacting…
April 28, 2022
Technical Bulletin: Changes to the IBM Planning Analytics Workspace Classic Experience – Cloud Version
In July 2022, IBM will release an update to IBM Planning Analytics Workspace. This update will include depreciating the Workspace Classic Experience for IBM Planning Analytics cloud clients and automatically updating clients using the Workspace Classic Experience to the “New Experience.” We…
April 28, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Visualization Value Labels
Do you know how to add value labels for Planning Analytics Workspace (PAW) visualizations? On the column visualization below, you can see the bars but you cannot see the exact amount of each column. To enable value labels, ensure that you are…