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Videos

Learn how to use Planning in Adaptive Insights for Finance

 

Video

July 25, 2019

By Lisa Minneci

The third short demo video in our recently announced series, The Capabilities of Adaptive Insights, focuses on the Sheets feature in Adaptive Insights. Sheets are used as templates to enter data into for planning purposes. This demo video will give you a high-level view of how to plan in Adaptive Insights.

In this demo, Ken DiSessa demonstrates how to use sheets, what the color coding means and how to enter data into them. He also explains what various symbols mean, such as the purple triangle and the red triangle.

Watch Sheets in Adaptive Insights and you’ll learn not only these features, but also how and why you’ll want to use the popular explore cell feature and how to add comments to a cell.

Did you miss the first two videos in our series?

Check out Dashboarding in Adaptive Insights and Reporting in Adaptive Insights.

Learn more about Revelwood and Adaptive Insights:

Revelwood Named Adaptive Insights Partner Rising Star of the Year

Revelwood’s Insights on Adaptive Live 2019

Adaptive Insights Earned Gartner Peer Insights Customer Choice Award for Best Cloud Financial Planning and Analysis Solutions of 2019

Author

  • Lisa Minneci
    Lisa Minneci

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