Welcome to Revelwood’s Knowledge Center
Workday Adaptive Planning Tips & Tricks
Introduction to APIs: A Primer for Business Users
As business users of Workday Adaptive Planning, we are constantly looking for ways to automate tasks, streamline processes, and gain insights into our financial data. One powerful tool that can help achieve these goals is the use of Application Programming Interfaces (APIs).…
October 22, 2025
IBM Planning Analytics Tips & Tricks
TM1SET Excel Formula
The TM1SET Excel formula is similar to the SUBNM formula except that TM1SET is hierarchy aware and has formula reference traversal. The syntax for TM1set is: TM1set(uri_identifier,serverName,dimensionName,hierarchyName,setExpression,selectedElement,sessionSetOut,activeDisplay,displayModeEnum) Follow these steps to build a file with the TM1SET formula. 1 – In a…
October 21, 2025
Building Business Acumen in FP&A—Skills for the Next Five Years
FP&A’s future is not just about managing the numbers—it's about mastering business relationships and decision support. Our recent GENCFO Talks webinar featured finance experts sharing exactly how FP&A teams can become the CFO’s MVP by investing in both soft and technical skills.…
October 16, 2025
Workday Adaptive Planning Tips & Tricks
Using Dashboards for Planning
Typically, dashboards are known for their ability to house charts and graphs that are dynamic in which version they look at, the time, and the Levels. However, dashboards can be used for planning purposes because of the ability to drop existing sheets…
October 15, 2025
Accounting and Accounts Receivable
It’s Time to Rethink Journal Entries in Your Financial Close
For all the buzz around finance transformation, one critical process has been left behind: journal entries. Despite massive efforts to modernize the close, many finance teams are still stuck in spreadsheets, emails and late-night manual entries. The result? Delayed closes, increased risk…
October 10, 2025
A Better Way to Budget: FP&A for High-Growth SaaS Firms
In the fast-paced world of Software-as-a-Service (SaaS), the pressure on finance teams is constant. Saas businesses face unique financial planning challenges – managing recurring revenue models, fast growth expectations and investor scrutiny, to name a few. A recent episode of FP&A Done…
October 9, 2025
Workday Adaptive Planning Tips & Tricks
Importing Transactions
Manually uploading transactions into Workday Adaptive Planning is a useful method for adding data outside of automated integrations. Here are the steps you need to take to do this: Step 1: Edit the columns that will appear in your transaction report by…
October 8, 2025
IBM Planning Analytics Tips & Tricks
The TRIMRANGE Excel Formula
Have you ever referenced an entire row or column and wondered if Excel is doing too much additional processing? If so, the TRIMRANGE formula can help! The TRIMRANGE formula makes your Excel file more efficient by removing extra rows and columns from…
October 7, 2025
Why FP&A Needs a “Quarterback” Mindset Now
Financial Planning and Analysis (FP&A) leaders have long aspired to be a strategic asset, but that change has been slow to happen—until now. In a GENCFO Talks session, FP&A experts discussed evolving business complexity and rapid technological shifts demand it's time for…