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…
February 4, 2022
Financial Close & Consolidation
Managing your Month-End Checklist in BlackLine
How do you track your month-end checklist? Many companies use a spreadsheet, have lots of status meetings and emails among the accounting team throughout the close process. BlackLine can save you a significant amount of time on your month, quarter and year-end activities. Watch…
February 3, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips and Tricks: Adding a user in Planning Analytics Workspace
Do you know how to add a user in IBM Planning Analytics Workspace (PAW)? The steps are detailed below. As an Administrator, navigate to the Administration Users and Groups page. You can get there from the home page as follows: Click the…
February 1, 2022
FP&A Done Right: Building the Case for Driver-Based Planning
This is a guest blog post from our partner Workday Adaptive Planning, providing 5 ways to increase buy-in for driver-based planning. Driver-based planning can be a game-changer for your organization—but only if everyone is in on the game. So, yes, it’s smart…