Tech Bulletin: PAx Incompatibility Caused by Latest Microsoft Office Update
This is a technical bulletin from Revelwood's Steve Ellis. Did you know that the latest version of Microsoft Office 365 caused Planning Analytics for Microsoft Excel (PAx) to become unusable? I will show you how to determine if you have been impacted…
June 18, 2018
Embracing Continuous Planning
The old school annual budgeting and planning process is just that – old school. Today’s forward-thinking FP&A executives, managers, and analysts instead are embracing continuous planning and rolling forecasting. Rolling forecasting is the process of simulating profit and loss for a company…
June 18, 2018
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: How to Make Action Button Messages Dynamic
This is a guest post from Revelwood's Jay Apwah. Did you know that in Planning Analytics for Microsoft Excel (PAx) and Perspectives you can customize action button messages? Well you can go one step further and make those messages dynamic. In this…
June 12, 2018
The Customer Insights’ Imperative for CMOs
“The most critical capability of the CMO is to have a profound, deep understanding of customers and their needs and know how to engage and serve them. This of course involves knowledge of data and analytics. – Jamie Moldafsky, CMO, Wells Fargo,…
June 7, 2018
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Customizing PAW Directory Installation on Windows Server 2016
Did you know you can customize IBM Planning Analytics Workspace directory installation? It’s getting more and more common to have a small C:\ drive for booting and then having a separate drive to store data. This approach makes it easier to have…
June 5, 2018
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Impact of Consolidations in Feeder Statements
This is a guest post from Revelwood's Stephen Ellis. Did you know writing feeders in TM1 is one of the more difficult tasks for any developer? One of the questions I am asked most often is “How do I know if I’m…
May 29, 2018
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Chart Types
This is a guest post from Revelwood's Susan Musselman. Did you know charts and graphs are an excellent way to illustrate relationships in data and highlight trends in IBM Planning Analytics Workspace? They are visualizations of data that allow end users to…
May 22, 2018
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Regions with Planning Analytics Rules
Did you know that comments are an important piece of good rule development in IBM Planning Analytics? Comments help to describe your logic and can make it easier to navigate through many lines of code. A special type of comment in Planning…
May 15, 2018
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: The Data Hold Feature in Planning Analytics Workspace
This is a guest post from Revelwood's Shane Bethea. Did you know that you can hold (e.g. lock) a data point in a view in IBM Planning Analytics Workspace simply by typing the word ‘hold’ into a cell? To do this, create…