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Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Virtual Version – Report Toggling
Virtual versions are used mainly for constant currency reporting in Workday Adaptive Planning. However, there’s a hidden advantage of virtual versions that most customers don't know! It is updating version selection in reports/dashboards. For example, say you have many reports that reference…
September 17, 2025
IBM Planning Analytics Tips & Tricks
Exploring Consecutive Squares in Today’s Date: 9-16-25
Sheldon Cooper may like to have fun with flags, but I prefer a different approach: fun with dates! In my periodic (and made-up) series, I previously wrote blogs about the use of Excel’s DATE function and about July 1. Today is September…
September 16, 2025
Workday Adaptive Planning Tips & Tricks
Add Additional Years to your Time Strata
Managing time strata effectively is key to long-term financial planning in Workday Adaptive Planning. But what happens when your current calendar doesn’t extend far enough into the future? In this Workday Adaptive Planning Tips & Tricks video, we walk through the steps…
September 10, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Making Pivot Tables More Interactive
Pivot tables are one of the most powerful tools in Excel when working with data in IBM Planning Analytics. They allow you to quickly summarize, slice and analyze large amounts of financial information. But sometimes, the default filters can feel a bit…
September 9, 2025
Accounting and Accounts Receivable
From Reconciliations to Transformation: Build a Smarter Financial Close
Many finance teams start their transformation journey by automating account reconciliations. It’s easy to see why – implementing a reconciliation solution delivers quick wins, reduces manual work, improves workflows and strengthens internal controls. But while it’s a critical first step, how you…
September 5, 2025
Why Strategic Headcount Planning Is the Missing Link in FP&A
In a recent episode of FP&A Done Right – The Podcast, the focus is on strategic headcount planning. This episode delves into the critical role of aligning workforce planning with organizational strategy, emphasizing the importance of integrating financial planning and analysis (FP&A)…
September 4, 2025
Workday Adaptive Planning Tips & Tricks
Mastering Merged Cube Sheets in Workday Adaptive Planning
Merged cube sheets are a powerful tool in Workday Adaptive Planning that combine data from up to three modeled or cube sheets. They enable advanced calculations, simplify data management, and enhance forecasting. Let’s dive deeper into understanding their purpose, characteristics, and how…
September 3, 2025
Workday Adaptive Planning Tips & Tricks
Account Modifiers in Formulas
The Formula Assistant in Workday Adaptive Planning provides a provides a powerful way to customize how data is pulled and calculated in formulas To enhance the flexibility of your formulas, you can use a variety of modifiers that adjust how the information…
August 27, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: MDX to Copy a View
As a model developer, it’s very important to have separate development and production environments that replicate each other as much as possible. This sometimes leads to a situation where you may need to create the same view in both environments. In situations…