IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Approaches to Allocations in Planning Analytics
Many Revelwood clients have allocations models within their IBM Planning Analytics environment. Some – like those we highlighted in a recent webinar – have complex and/or unique approaches to their allocation models. During the webinar we received several questions. Here are a…
October 12, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Color Schemes in a Waterfall Chart
Did you know IBM Planning Analytics Workspace (PAW) allows you to change the color scheme in your waterfall charts? The goal of a waterfall chart is to show how an initial value is affected by the intermediate values – either positives or…
October 5, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Account Numbering
When creating or restructuring the chart of accounts in IBM Planning Analytics, I am often asked about best practices for account numbering. My typical answer is to comply with GAAP – the generally accepted accounting principles. Assuming a four digit account structure,…
September 28, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Mekko Chart
IBM Planning Analytics Workspace (PAW) offers many visualization options to allow you to show and analyze your data in creative ways. This includes standard chart types such as bar, line and pie. But it also includes some reports that are not always understood. One of…
September 21, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Defining a Process Within Existing Chores
There are times when you need to change a process within an existing chore in IBM Planning Analytics. The challenge is to understand what chores will be impacted by a change in a process. You could edit or remove and process and…
September 14, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Explorations – Row & Column Headers
Visualizations are used to provide an easy understanding of large data sets. After all, a picture is worth a thousand words. However, what happens when you want to see the intricate details of your numbers? This is where IBM Planning Analytics Workspace (PAW) explorations come…
September 7, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Allocations
P&L planning models consist of a variety of inputs, including revenue planning and various forms of expense planning. In addition to these standard models, we are often asked to develop other planning components. One of these components entails an allocation process, which leads…
August 31, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Columns and Sections of Stacked Columns
Today’s IBM Planning Analytics Tips & Tricks post is a new video demonstrating how to define the columns and the sections of a stacked column chart. You will learn an approach that allows you to quickly view your data in different formats…
August 24, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel DATE Function Updated
Some of you may remember an Excel feature that I posted about last year which explained how the DATE function will convert invalid dates into real ones. For example, DATE(2020,7,35) will be converted to August 4, 2020 since there are not 35 days…