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FP&A Done Right: Dynamic Forecasting
This is a guest blog post from our partner Workday Adaptive Planning, explaining how dynamic forecasting can guide businesses through fluid markets and uncertain times. The business landscape has never been so complex. Business leaders today must juggle and balance often conflicting…
March 11, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Stacked Rows in PAx
Have you ever converted a stacked Perspectives view into a Dynamic report? If so, you may have noticed the way Excel formats the outside of your stack. For example, if I use the Active Form button to send the following view to…
March 8, 2022
Financial Close & Consolidation
Modern Accounting: Intercompany Accounting
This is a guest blog post from our partner BlackLine explaining why there’s now a spotlight on intercompany accounting. Finance has long ignored the barrage of distractions that accompany intercompany accounting. Now, with increasing international trade, mergers and acquisitions, and regulations, it’s no wonder…
March 3, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Override Formulas
This week’s Workday Adaptive Planning tip and trick pertains to importing and exporting override formulas. Override formulas are a useful tool for version-specific data manipulation. To use override formulas, navigate to modeling, then accounts. As seen in the screenshot below, there are…
March 2, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PASS Version Numbering
IBM released version 73 of IBM Planning Analytics Spreadsheet Services (PASS), formerly known as TM1 Web, on February 10, 2022. This version includes a few design improvements associated with stylesheets and sorting. The main change, however, is associated with the version number. The February…
March 1, 2022
FP&A Done Right: Report on Top Priorities for Finance Leaders
Gartner for Finance recently released a report on Top Priorities for Finance Leaders in 2022. The report provides a path to autonomous finance and is focused on the concerns of CFOs. It also includes data on the role FP&A plays in digital financial transformation.…
February 25, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel OFFSET Function
Have you ever wanted to reference a cell based on its placement compared to another cell? Maybe you want to create a formula where each cell looks at the value 2 columns to the right or maybe you want to compare a…
February 22, 2022
Financial Close & Consolidation
Matching Records from Multiple Files in BlackLine
How do you match bank statement records against payment posting records? It’s an easy process when using BlackLine accounting software. Many organizations match bank statements against payments using Excel. They download both the bank statements and the payment posting files to Excel and manually…
February 17, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAx – Rebuild Book vs Recreate Book
Are you familiar with the difference between the “Rebuild Book” button and the “Recreate Book” button in IBM Planning Analytics for Excel (PAx)? Both buttons are used to update the rows which appear on your Dynamic Reports and both buttons refresh the…