IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Change Element Type in PAW
Most users of IBM Planning Analytics Workspace (PAW) are familiar with the dashboarding and reporting capabilities for front-end users. However, IBM has built-in features that allow administrators to manage their models from PAW as well. Managing the dimension structure is one such…
December 22, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Log Lock Notification
Have you ever tried to move or download log files and then realize that some of the files cannot be modified since they are in use? IBM Planning Analytics Workspace (PAW) recognizes this and now offers notifications to let you know which…
December 8, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Asymmetric Axis in PAW
One of the helpful features of IBM Planning Analytics is the ability to create explorations using asymmetric axes. This is useful when you have stacked column or row dimensions, and only want to display certain combinations of elements instead of all combinations…
December 1, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Convert Existing View Directly to Reports
Did you know that Planning Analytics for Excel (PAx) provides the ability to convert an existing view directly to a report in Excel? Without opening the view as an Exploration, you can start building your report directly from the Task Pane. Just…
November 24, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAx Task Pane Workbook Tab
Did you know that Planning Analytics for Excel (PAx) automatically keeps track of the Planning Analytics objects you have open in an Excel workbook? Simply click on the Workbook tab of your Task Pane to view the list of Dynamic reports, Action…
November 17, 2020
FP&A Done Right: Five Tips for Budgeting in the Age of COVID
This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins explains why traditional budgeting is not a fit for the volatility, complexity and uncertain times businesses face today. The pandemic is causing boards of directors…
November 13, 2020
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: CAPEX Planning – Your Tool for Growth
CAPEX (capital expenditures) planning is a key feature in Workday Adaptive Planning and gives the Office of Finance and senior executives greater visibility into the company’s financial risk, while also providing a tool for measuring corporate growth. Before we go into the…
November 11, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Minimizing the Subset Area
Are your member names long and hard to see in the subset editor in IBM Planning Analytics? Does it get confusing to see both the available members and the current set at the same time? Both situations can be solved by hiding…
November 3, 2020
FP&A Done Right: To Recover from Economic Shock, Are CFOs Envisioning Enough Scenarios?
This is a guest blog post from our partner Adaptive Insights, written by Bob Hansen. Hansen explains the why scenario modeling is imperative when facing disruption. Three out of four finance executives recently acknowledged that the planning processes their companies have in…