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
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Common Questions Asked During Training
My next five Workday Adaptive Planning Tips & Tricks posts will explore the most-frequently asked questions during my Workday Adaptive Planning training classes. In each tip/trick article I will present the question, the reason it is being asked and my well-rehearsed response.…
August 18, 2021
FP&A Done Right: 5 Ways Dashboards Empower The Office of Finance
This is a guest blog post from our partner Workday Adaptive Planning, exploring how to unlock hidden opportunities with dashboards & analytics. Visualizing data is often the fastest way to identify trends and patterns that lead to insights and better decision making.…
April 23, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Save Personal Views on Sheets with Dashboard
If you open any sheets via the Sheet tab in Workday Adaptive Planning, you can only save one view per sheet per version per user. Prior to the 2020 R2 Release, the only workaround to save the same sheet with multiple views…
April 21, 2021
FP&A Done Right: Collaborate More When Planning
This is a guest blog post from our partner Workday Adaptive Planning, recommending how to get other departments to collaborate with the Office of Finance. When it comes to business, collaboration is vital. After all, no single department can do its…
March 12, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Excel Substitute
We have something different for today's Workday Adaptive Planning Tips & Tricks post - an Excel tip! Our Adaptive Planning users also use Excel, so we thought they'd find this helpful. Have you ever wanted to get rid of spaces in some…
March 3, 2021
FP&A Done Right: Achieve More Reliable Financial Forecasting
This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins is an internationally recognized expert, speaker and author in enterprise and corporate performance management systems. In this piece Cokins outlines three steps for more reliable…
February 26, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Interactive Dashboards – Dynamic Planning with Embedded Sheets
More often than not, clients of Revelwood will make use of multiple sheets in Workday Adaptive Planning to support different aspects of their planning process(es). When using several sheets to make changes to key drivers, assumptions and scenario drivers, clients often ask…
February 24, 2021
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Excel Reporting Using a Report Template
Many users of Workday Adaptive Planning utilize OfficeConnect for their Excel reporting. But not all users will have access to OfficeConnect, depending on your organization. But there is another great option for Excel reporting called a Report Template. What is the difference…