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…
February 19, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: How to Reorder TM1 Cubes in Planning Analytics Workspace
In today’s IBM Planning Analytics Tips & Tricks video, our PF&A Technology Director, Lee Lazarow, demonstrates a new feature in Planning Analytics Workspace (PAW) version 2.0.44, that enables you to reorder TM1 cubes. Your TM1 cubes were likely designed for a specific…
February 18, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Trigger for a Cube Calculated Account
When you try to use the “actuals overlay” function in a cube calculated account to display actuals data from a modeled sheet, but you keep receiving a formula error that says "Cube Calculation Formulas must evaluate to zero when the cube's other…
February 12, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks Video: Filtering in Planning Analytics
In today’s IBM Planning Analytics Tips & Tricks video, our FP&A Technology Director, Lee Lazarow, demonstrates how to do filtering in Planning Analytics. Filtering in Planning Analytics Workspace (PAW) will make it easy for your users to select the data they want…
February 11, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s CONCAT and TEXTJOIN Functions
Microsoft Excel has recently introduced a new version of the CONCATENATE function called CONCAT. The purpose is similar in that the new function still combines text from multiple ranges and/or strings. CONCAT will eventually replace CONCATENATE, but Microsoft has not released plans…
February 4, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Alternate Time Tree
Have you ever wanted to have an alternate time tree/ stratum rollup in Adaptive Insights? The current Adaptive Insight system only supports one stratum rollup and there is no “Time Attribute” available in the current system to group the different time periods…
January 29, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Reviewing Chores
In today’s IBM Planning Analytics video tutorial, our FP&A Technology Director, Lee Larazow, demonstrates PAW v 2.0.43’s new approach that allows you to easily review the chores that are associated with a specific process. Once you have mastered the techniques Lee explains…
January 28, 2020
Workday Adaptive Planning Tips & Tricks
Adaptive Insights Tips & Tricks: Assumption Sheets
Did you know you can create an assumption sheet (or account) to make updating data in Adaptive Insights much easier? You can then have your Model Sheet lookup tables include formulas to read those assumption sheets. It is a lot easier to…
January 22, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s IFS Function
While the IF function has been around for a while now, IFS is new to Excel. This function checks whether one or more conditions are met and then returns the value associated with the first TRUE condition. The main objective of IFS…