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…
December 4, 2025
Workday Adaptive Planning Tips & Tricks
What Are Level Dimensions?
In Workday Adaptive Planning, a Level represents an organizational unit or entity around which you plan and report—think departments, cost centers, legal entities, or even individual stores. Levels are the backbone of your organizational hierarchy. Level Dimensions are, quite simply, the standard…
December 3, 2025
IBM Planning Analytics Tips & Tricks
Linked Data Types in Excel
Excel supports Linked Data types, which are cells that connect to the internet and retrieve additional data. Excel contains a series of built-in linked data types such as Stocks, Currencies, and Geographies. These are found within the Data ribbon in Excel. Here…
December 2, 2025
Workday Adaptive Planning Tips & Tricks
Ask Workday for Adaptive
Ask Workday for Adaptive Planning is a new feature from the 2025R2 release of Workday Adaptive Planning that leverages artificial intelligence (AI) to provide a search engine within Workday Adaptive Planning. Ask Workday features Contextual Help, an interactive guide that allows you…
November 26, 2025
Workday Adaptive Planning Integration Center of Excellence
Why Integrations Matter to CFOs: Stability, Savings and Speed
Every CFO has faced it: waiting for data that never comes, or hearing “we can’t pull that report from the system.” In today’s environment, finance cannot afford delays or gaps in information. That’s why integrations are more than just IT projects —…