FP&A Done Right: Financial Modeling – Your Superpower
This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins explains financial modeling. Financial modeling is like a superpower—one that lets you test your assumptions and hypotheses across dimensions, versions, and time before executing…
March 6, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Overriding the Level Security on Matrix Reports
Adaptive Insights has many capabilities customers often are unaware of, and potentially have not utilized in their instance. Some options are “off-screen” requiring the user to scroll to display, and hence a valuable option remains unnoticed not utilized. This is my second…
March 4, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Using Words Instead of Numbers
In today’s IBM Planning Analytics Tips & Tricks video, our FP&A Technology Director, Lee Lazarow, demonstrates how you can use words to input data in Planning Analytics Workspace (PAW) instead of numbers. In the old TM1-world, you had the ability to put…
March 3, 2020
Adaptive Insights Scores Highest in Gartner 2019 Critical Capabilities Report in Three Use Cases
Adaptive Insights earned the highest scores in the Gartner 2019 Critical Capabilities for Cloud Financial Planning and Analysis Solutions report for lower midsize organization use cases, upper midsize use cases and for business unit use cases. Gartner’s Critical Capabilities for Cloud Financial…
March 2, 2020
FP&A Done Right: The Path to Great Reporting
This is a guest blog post from our partner Workday Planning, written by Gary Cokins. Cokins discusses some of the challenges with traditional financial reporting processes. For FP&A, financial reporting is a tricky balancing act. If you share too many reports,…
February 28, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Hidden & Underutilized Adaptive Planning Features – Data Entry Sheet Type
In part one of a special focus on hidden and underutilized Adaptive Insights Tips & Tricks, I am reviewing the GL Account option labeled “Data Entry Sheet Type" on the GL Accounts structure screen as follows, with the selection of a Roll-up…
February 26, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Admin Alerts
In your existing TM1 world, much of the administration is done via your computer’s operating system. Planning Analytics brings much of the administration into your environment via a web-based interface. One of the tasks you can do in this interface is to…
February 25, 2020
What’s the Total Economic Impact of IBM Planning Analytics?
When potential clients are evaluating IBM Planning Analytics as a budgeting, planning and reporting solution, they often ask us for its ROI. It’s not a simple question to answer. Every organization’s business situation, and needs are unique to them. The corresponding implementation…
February 24, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Making Your Matrix Report Presentable and Meaningful
In today's Adaptive Insights Tips & Tricks blog post, I explain how to make your matrix report presentable and meaningful. The in-application Matrix report writing tool is very powerful and enables you to do almost all the financial reporting your company requires. Adaptive…