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…
April 26, 2022
FP&A Done Right: Continuous Planning Leads to Agile Businesses
This is a guest blog post from our partner Workday Adaptive Planning. The author, Bob Hansen, explaining the value of continuous planning. Too many enterprises know firsthand the planning challenges that result from trying to achieve business agility during a time of constant…
April 22, 2022
Financial Close & Consolidation
Auto-Certification Rules for Balance Sheet Reconciliations in BlackLine
One major feature of BlackLine is its auto-certification rules for balance sheet reconciliations. The auto-certification rules allow the system to complete a balance sheet reconciliation for you, if it meets certain criteria. BlackLine finds that on average clients use these rules to reconcile 58%…
April 21, 2022
Financial Close & Consolidation
Workflow Capabilities for Balance Sheet Reconciliations in BlackLine
In today’s world, your accounting team may be spending significant time in status meetings or on emails regarding updates on balance sheet reconciliations. BlackLine has the power to change that. With BlackLine, you can easily run a report and instantly see which reconciliations are…
April 14, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Process Editor Function Help
Do you know how to use the function help button when developing processes in IBM Planning Analytics Workspace (PAW)? Within the scripting editor there is an fx button on the far-right hand side of the screen as seen below. When the button is pressed, a…
April 12, 2022
Workday Adaptive Planning Insights
Reusable Cash Flow Forecasting in the Solar Installation Industry
This is a guest blog post from Christopher Howard, senior channel manager at Workday Adaptive Planning. My role at Workday Adaptive Planning is focused on supporting our channel partners and especially our platinum partner Revelwood. This blog post is the first in a series…