FP&A Done Right: xP&A and Modern Finance Planning
This is a guest blog post from our partner Workday Adaptive Planning, written by Matt Shore. Shore, vice president and product strategist, explains xP&A and why it matters. xP&A stands for extended planning and analysis—taking the best of modern finance planning and extending…
January 15, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel TYPE Function
Have you ever referenced a list in Excel and needed to know whether each value was a number or a string? This may be required when another function depends on the type of value in each cell. Excel has a function called…
January 12, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel Keyboard Navigation
Have you ever wanted to quickly go to the last used cell within a spreadsheet but did not know how? Have you ever wanted to determine where the next available row or column resides? Have you ever wondered why a spreadsheet with…
January 5, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Change Element Type in PAW
Most users of IBM Planning Analytics Workspace (PAW) are familiar with the dashboarding and reporting capabilities for front-end users. However, IBM has built-in features that allow administrators to manage their models from PAW as well. Managing the dimension structure is one such…
December 22, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Rule Editor Keyboard Shortcuts
Are you an “old school” keyboard person that still presses Ctrl-S to save your Excel workbooks? Do you flip through windows by pressing Alt-Tab? Do you remember Lotus backslash macros that used commands such as /FS for File, Save? If so, did…
December 15, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Log Lock Notification
Have you ever tried to move or download log files and then realize that some of the files cannot be modified since they are in use? IBM Planning Analytics Workspace (PAW) recognizes this and now offers notifications to let you know which…
December 8, 2020
FP&A Done Right: Rolling Forecasts for More Strategic FP&A
This is a guest blog post from our partner Workday Adaptive Planning, written by Bob Hansen. Hansen makes the case for dynamic planning, which is better suited for complexity. When it comes to FP&A forecasting, most companies base their long-range forecasts on…
December 4, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Asymmetric Axis in PAW
One of the helpful features of IBM Planning Analytics is the ability to create explorations using asymmetric axes. This is useful when you have stacked column or row dimensions, and only want to display certain combinations of elements instead of all combinations…
December 1, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Convert Existing View Directly to Reports
Did you know that Planning Analytics for Excel (PAx) provides the ability to convert an existing view directly to a report in Excel? Without opening the view as an Exploration, you can start building your report directly from the Task Pane. Just…