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Workday Adaptive Planning Tips & Tricks
Cumulative Translation Adjustment Accounts
If your company has international operations, Workday Adaptive Planning provides you an easy to set up feature to track gains and losses from translating foreign currencies. Rather than having to create a calculated account with a formula, Adaptive makes it easy with…
September 24, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Learn the Excel Focus Cell
It’s easy to lose track of your active cell when working with large worksheets in Excel. Sure, you can always glance at the Name box in the upper-left corner to see the cell reference (for example, L19), but that’s not always convenient…
September 23, 2025
How FP&A Teams Can Lead Strategy in a Fast-Changing Business
Finance leaders and FP&A professionals are invited to “Put Me In, Coach! – How FP&A Can Get off the Bench and Become a Strategic MVP” on September 24, 2025 at 1pm ET. This one-hour session will examine how Financial Planning & Analysis…
September 23, 2025
Accounting and Accounts Receivable
Unlock Trapped Cash: AR Automation is the Controller’s New Power Move
For today’s controllers, balancing the books is only the beginning. You’re no longer just a steward of financial accuracy — you’re a chief value extractor, charged with improving working capital, accelerating cash flow and driving digital transformation across the finance function. And…
September 19, 2025
Meet Chris Argent of GENCFO: Challenging the Status Quo
Revelwood has recently partnered with GENCFO, as part of the GENCFO Community’s launch in the U.S. Chris Argent, founder of GENCFO. What personally excites you about the accountancy profession right now and/or in the years ahead? Traditional norms are our biggest risk.…
September 18, 2025
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…