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IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Adding and Editing Connection URLs in Planning Analytics for Excel
Do you know how to add a new Connection URL or Edit an existing Connection URL in Planning Analytics for Excel? Here are the steps to follow: Adding a Connection URL Once Planning Analytics for Excel has been launched, go into the…
August 2, 2022
Financial Close & Consolidation
Modern Accounting: Four Key Ways AR Automations Propel Financial Operations
This is a guest blog post from our partner BlackLine, explaining four ways AR automation moves financial operations forward. Due to challenges in recent years, there’s been a shift in the way companies approach people retention—with varying outcomes. Many organizations now offer…
July 28, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel DELET Function
A while back I wrote a blog about the SCAN function which showed how you can search for specific characters and then combine this with the SUBST formula to create new sets of text. But what if you wanted an easier way…
July 26, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Data Integration and the Excel Spreadsheet Data Source
Did you know that Workday Adaptive Planning can use Microsoft Excel Workbooks as Data Sources for Data Integration? It’s true! The process is surprisingly simple if a few basic rules and steps are followed: Your column names, positions, and formatting should remain…
July 20, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Chart Show Totals
One of IBM Planning Analytics’ purposes is to serve as an aggregation tool. As a result, many of your explorations consist of a series of base level elements plus a total. Here is an example of a simple exploration that shows details…
July 19, 2022
Financial Close & Consolidation
Modern Accounting: 6 Essential Qualities for Surviving the Robot Uprising in Accounting
This is a guest blog post from our partner BlackLine, explaining how you could be more productive with fewer resources, less overtime, and also easily improve the quality of your work. As accounting and finance professionals, you do so much more than…
July 14, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel MAXIFS and MINIFS
Many of you know that Excel’s MAX function will define the largest value within a range. And many of you also know that Excel’s SUMIFS function will allow you to merge IF checks into your sum formulas. But did you know that…
July 12, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Loan Amortization
Loan amortization schedules in Workday Adaptive Planning are slightly different than those done in Excel. In Excel the typical amortization schedule looks like this: In Workday Adaptive Planning most versions only go 1-5 years into the future. Creating a complete 10-25 year…
July 6, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Escape Character
Have you ever been in a situation where you have an element name with an apostrophe (or two) in IBM Planning Analytics? Examples of this might entail last names such as “O’Connor” or “O’Sullivan”? Although IBM best practices specify that the apostrophe…