IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Improve Workbook Performance
Did you know that defined name ranges can impact IBM Planning Analytics for Excel (PAx) report performance and the performance of Excel workbooks and worksheets themselves? It’s true! When workbooks are reused repeatedly for reporting purposes, defined worksheet names are stored within the…
March 22, 2022
Financial Close & Consolidation
Modern Accounting: Accounting in 2022
This is a guest blog post from our partner BlackLine, on the future of accounting in an evolving world. How F&A Teams Can Capitalize in 2022 For F&A teams looking to capitalize this coming year, it’s a good time to align capacity and…
March 17, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Using Charts and Data Series with Dynamic Reports
IBM Planning Analytics Workspace has several chart visualizations that you can use in place of Explorations. However, this functionality is not available in Planning Analytics for Excel (PAx). Excel has its own chart functionality, but it gets a bit tricky if we want to…
March 15, 2022
FP&A Done Right: Dynamic Forecasting
This is a guest blog post from our partner Workday Adaptive Planning, explaining how dynamic forecasting can guide businesses through fluid markets and uncertain times. The business landscape has never been so complex. Business leaders today must juggle and balance often conflicting…
March 11, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Stacked Rows in PAx
Have you ever converted a stacked Perspectives view into a Dynamic report? If so, you may have noticed the way Excel formats the outside of your stack. For example, if I use the Active Form button to send the following view to…
March 8, 2022
Financial Close & Consolidation
Modern Accounting: Intercompany Accounting
This is a guest blog post from our partner BlackLine explaining why there’s now a spotlight on intercompany accounting. Finance has long ignored the barrage of distractions that accompany intercompany accounting. Now, with increasing international trade, mergers and acquisitions, and regulations, it’s no wonder…
March 3, 2022
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.…