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Analytics

IBM Planning Analytics Tips & Tricks Video: Formatting Views in Planning Analytics Workspace

April 14, 2020 by Lisa Minneci Leave a Comment

Video

In today’s IBM Planning Analytics Tips & Tricks video, Lee Lazarow, our PF&A Technology Director, demonstrates how to format views in Planning Analytics Workspace (PAW). By using formatting, you will make your views easier to read so your users can spend more time focusing on their data.

Watch the video to learn how to manipulate your views by:

  • Making your columns wider
  • Changing rowing heights
  • Changing fonts and text styles
  • Adding shading, and more.

You’ll also learn how to start over if you want to change your formatting. Taking the time to format your views makes it much easier for your users to home in on the data and the meaning behind that data.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Want to get our Planning Analytics Tips & Tricks delivered to your inbox every Tuesday? Sign up to get our weekly email of just the week’s tip! And don’t forget to subscribe to our YouTube channel for more Planning Analytics videos.

Watch more Planning Analytics Tips & Tricks videos:

IBM Planning Analytics Tips & Tricks Video: Creating Multi-Level Dimensions

IBM Planning Analytics Tips & Tricks Video: The Hold Feature

IBM Planning Analytics Tips & Tricks Video: Using Words Instead of Numbers

Home » Analytics » Page 6

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, Planning & Forecasting, Planning & Reporting, Planning Analytics Tips & Tricks, planning analytics tips & tricks video, Planning Analytics video, Revelwood, TM1

Webinar: The Value of Long-Term Planning

April 9, 2020 by Lisa Minneci Leave a Comment

News & Events

The value of long-term planning can’t be underestimated. When you have a long-term plan, you have a better understanding of your income and cash flow. This enables you to plan better for resource needs such as personnel, equipment purchases, expansion opportunities and more. Improving your planning process will help you to define your future business strategies and provide a path for achieving your goals.

Join us on Tuesday, April 21, 2020 at 4pm EDT for a live webinar on long-term planning with IBM Planning Analytics. Attendees will learn:

  • Different approaches for short-term versus long-term planning
  • The reasons why you should do long-term planning
  • Factors to consider when defining the long-term planning process

Attendees will also see a live demo of IBM Planning Analytics, which includes two different approaches to long-term planning: driver-based and growth percent planning.

Now is a great time to think about how you approach planning and to learn the benefits of long-term planning. Join us on Tuesday, April 21st.

Register today!

Home » Analytics » Page 6

Filed Under: News & Events Tagged With: Analytics, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, planning analytics webinar, Revelwood, webinar

IBM Planning Analytics Tips & Tricks: Create New Books with the Diamond Icon

April 7, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

IBM Planning Analytics pages are defined as “books.” Each book can have multiple components on it (a view, an image, etc.) and the book can contain multiple sheets.

Most users create books by clicking on the “New” icon from the Welcome screen and selecting either a book from a list of templates or via a default format (freeform layout and tabbed workspace).

IBM Planning Analytics Tips & Tricks: Creating New Books

But did you know that you can save time by clicking on a single button on the Welcome screen? The top left corner contains an icon that looks like a diamond.

Creating new books with the diamond icon in IBM Planning Analytics

You will notice that this is an icon (and not just an image) since the image will change slightly as you hover over it. By clicking on this image, you can create a book that uses the default format.

This “hidden” approach in Planning Analytics will help you save time by creating a new PAW Book via a single click.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters! You can also sign up to get our Planning Analytics Tips & Tricks sent directly to your inbox!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Admin Server Recycle

IBM Planning Analytics Tips & Tricks: Admin Critical Alerts

IBM Planning Analytics Tips & Tricks: Admin Alerts

Home » Analytics » Page 6

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, IBM Cognos TM1, IBM Planning Analytics, ibm planning analytics books, lee lazarow, Revelwood, TM1

Webinar: How to Reforecast Effectively & Quickly in Uncertain Times

April 3, 2020 by Lisa Minneci Leave a Comment

News & Events

These are uncertain times. All but essential businesses in many parts of the U.S. are now working from home. Retail establishments have closed. Manufacturing plants are being re-worked to adapt from making car parts and sneakers to manufacturing Personal Protective Equipment (PPE). Some industries are booming. Some are busting. And most just don’t know what the future holds.

Unfortunately, from a financial standpoint or an operational standpoint, you can’t ignore the changes that are happening to your business. The question is: how easily can you adjust your forecast to reflect these changes?

Join us on Wednesday, April 8, 2020 at 4pm EDT for a live webinar on agile forecasting. Lee Lazarow, our FP&A Technology Director, will present examples of how our clients use IBM Planning Analytics for forecasting and what-if scenario planning. You’ll hear how:

  • A retailer/manufacturer used a percent approach to adjust numbers while dealing with a shut down in production
  • A financial services company, which uses driver-based planning, updated their plan by changing their starting assumptions
  • A medical not-for-profit created a new high-level, driver-based model to reflect decreased donations of supplies and money

Whether you are looking for a better planning solution, or if you are already an IBM Planning Analytics client, you will learn something from this webinar. Our goal is for you to come away with an understanding of different approaches for more nimble and efficient planning.

Register today!

Home » Analytics » Page 6

Filed Under: News & Events Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, planning analytics webinar, reforecasting, Revelwood, scenario planning, TM1, what-if planning, what-if scenarios

IBM Planning Analytics Tips & Tricks: Creating Multi-Level Dimensions

March 31, 2020 by Lisa Minneci Leave a Comment

Video

In today’s IBM Planning Analytics Tips & Tricks video, our FP&A Technology Director, Lee Lazarow, demonstrates how to create multi-level dimensions in Planning Analytics Workspace (PAW). This new feature allows you to build brand-new dimensions by simply dragging a file onto your screen.

Watch the video and you’ll learn:

  • How to take a multi-level file of cities and states in Notepad and drag it into PAW
  • How the leaf-level elements will be the specific cities
  • How the parent-level will be the states
  • How that rolls up to a grand total called Tri-State

From there, you then learn:

  • How to create a dimension
  • Name your dimension
  • How Planning Analytics has built-in logic to understand the levels of your file

This is just one of many new useful features in Planning Analytics.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Want to get our Planning Analytics Tips & Tricks delivered to your inbox every Tuesday? Sign up to get our weekly email of just the week’s tip! And don’t forget to subscribe to our YouTube channel for more Planning Analytics videos.

Watch more Planning Analytics Tips & Tricks videos:

IBM Planning Analytics Tips & Tricks Video: The Hold Feature

IBM Planning Analytics Tips & Tricks Video: Using Words Instead of Numbers

IBM Planning Analytics Tips & Tricks Video: How to Reorder TM1 Cubes in Planning Analytics

Home » Analytics » Page 6

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning Analytics Tips & Tricks, planning analytics tips & tricks video, Planning Analytics video, Planning Analytics Workspace, Revelwood, TM1

IBM Planning Analytics Tips & Tricks: Admin Server Recycle

March 24, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

In your existing TM1 world, much of the administration is done via your computer’s operating system. Planning Analytics brings much of the administration into your environment via a web-based interface.  This blog post explains how to do server recycle through the new interface.

Planning Analytics offers the ability to stop and/or restart your server and access logs within your system. These steps are done within the administration screen.

To access the administration screen, click on the Administration option at the top right corner of your screen (note that this will only appear if you have Admin permissions).

IBM Planning Analytics Tips & Tricks: Admin Server Recycle

Once inside the administration portal, select the option for Databases.

IBM Planning Analytics Tricks: Admin Server Recycle

You will see all your servers at the bottom left corner of your screen. Each server box will define information such as the current memory usage and the current CPU usage.

IBM Planning Analytics Tips: Admin Server Recycle

The bottom of the box will give you the ability to stop or restart your server and the three dots at the top of the box will give you access to various logs.

This approach within Planning Analytics allows server administration to be performed by PA administrators without the need to learn operating system techniques or to perform file navigation steps.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters! You can also sign up to get our Planning Analytics Tips & Tricks sent directly to your inbox!

Read more Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: The New Planning Analytics Admin Approach

IBM Planning Analytics Tips & Tricks: Admin Alerts

IBM Planning Analytics Tips & Tricks: Admin Critical Alerts

Home » Analytics » Page 6

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, Planning Analytics admin, Revelwood, TM1

IBM Planning Analytics Tips & Tricks Video: The Hold Feature

March 17, 2020 by Lee Lazarow Leave a Comment

Videos

Today’s IBM Planning Analytics Tips & Tricks video focuses on the new hold feature in Planning Analytics. Watch the video and you’ll see our Director of FP&A Technology, Lee Lazarow, demonstrate how to use the hold feature, which gives you the ability to do full top-down spreading or partial spreading.

In this video Lee will show you how to do top-down planning in Planning Analytics. He walks you through the simple scenario of decreasing all expenses by 10%. He also shows you how to set a fixed expense, but then also decrease your other expenses.

This is just one of many new useful features in Planning Analytics.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Want to get our Planning Analytics Tips & Tricks delivered to your inbox every Tuesday? Sign up to get our weekly email of just the week’s tip! And don’t forget to subscribe to our YouTube channel for more Planning Analytics videos.

Watch more Planning Analytics video tutorials:

IBM Planning Analytics Tips & Tricks Video: Using Words Instead of Numbers

IBM Planning Analytics Tips & Tricks Video: How to Reorder TM1 Cubes in Planning Analytics

IBM Planning Analytics Tips & Tricks Video: Filtering in Planning Analytics

Home » Analytics » Page 6

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, Planning & Forecasting, Planning & Reporting, TM1

IBM Planning Analytics Tips & Tricks: Admin Critical Alerts

March 10, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

In your existing TM1 world, much of the administration is done via your computer’s operating system. Planning Analytics brings a great deal of the administration into your environment via a web-based interface. One of the tasks you can do in this interface is to create and define email alerts.

In an earlier Planning Analytics Tips & Tricks blog post, I discussed the ability to define admin alerts. One of the alerts is associated with a critical database health. But what does “critical” mean? Planning Analytics allows you to define that yourself within the administration screen.

To access the administration screen, click on the Administration option at the top right corner of your screen (note that this will only appear if you have Admin permissions).

IBM Planning Analytics Tips & Tricks: Admin Critical Alerts

Once inside the administration portal, select the option for Databases, Configuration.

How to use admin critical alerts in Planning Analytics

Within the configuration settings window you can then select Threshold and expand the Database usage section.

What are Planning Analytics admin critical alerts

This screen allows you to define traffic lighting for green, yellow and red status of both your CPU usage and your Memory usage. The results of these settings are used on the main database screen (the colors associated with the server box) and in the alerts section (notifications for critical database health).

This approach within Planning Analytics allows your system administrator to have quick and automated ways to monitor your server status.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters! Or, sign up to get our Planning Analytics Tips & Tricks delivered directly to your inbox!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Admin Alerts

IBM Planning Analytics Tips & Tricks: Planning Analytics Administration

IBM Planning Analytics Tips & Tricks: The New Planning Analytics Admin Approach

Home » Analytics » Page 6

Filed Under: IBM Planning Analytics Tips & Tricks, Uncategorized Tagged With: Analytics, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, TM1

FP&A Done Right: Financial Modeling – Your Superpower

March 6, 2020 by Revelwood Leave a Comment

FP&A Done Right

This is a guest blog post from our partner Workday Adaptive Planning, written by Gary Cokins. Cokins explains financial modeling.  

Financial modeling is like a superpower—one that lets you test your assumptions and hypotheses across dimensions, versions, and time before executing budgets and plans. A well-formulated model lets you run unlimited scenarios across any program, department, or business unit, according to your fiscal calendar or other business milestones. In other words, dynamic financial models show you the probable results of pulling various levers (e.g., adding headcount, reducing production time, expanding sales territories) to see likely outcomes.

Not exactly X-ray vision, but close.

Yet if financial modeling is a superpower, outdated tools and manual processes that limit the number and types of scenarios you can run are kryptonite.

Let’s take a look at how to generate flexible and robust financial models powerful enough to drive strategic decisions and help your business leap over the competition in a single bound.

Manual processes undermine your models

Ideally, financial models should be robust and flexible enough to accommodate current circumstances and multiple queries. If your team is bogged down aggregating data from multiple sources and making sure spreadsheets are accurate, modeling takes a back seat to fixing errors and broken formulas.

According to an Adaptive Insights CFO Indicator Report, 71% of finance teams manage data from at least three sources. When data is aggregated manually from multiple sources and managed in spreadsheets, it’s often laborious, error-prone, and inaccurate.

Financial modeling that works in today’s fast-paced business models should automate these processes and free your time to test your hypotheses.

Properties of robust models

Robust models should let you model everything, everywhere—expenses, capital, headcount, revenue, projects, grants, quotas, and territories—across any department, entity, or function.

Your financial model is an opportunity to check in with stakeholders, gather information about priorities and plans, and create a set of assumptions that improve decision-making throughout your organization. Done well, financial models teach you and the people in your organization something: a new way of doing business, in-depth information about the competitive landscape, or the factors that might support or detract from corporate objectives and KPIs.

Robust and effective financial models should accomplish the following:

  • Establish a single source of truth

A single source of data truth that is accessible, relevant, and flexible enough to respond to emerging market conditions ensures that there’s a united front and full alignment behind the same objectives. When everyone agrees on the validity and accuracy of the data, there is less bickering over the numbers and more collaboration between business units.

  • Build confidence in the numbers

If everyone is fighting about the validity of data sources, the process will be caught up in arguments instead of strategic decision-making. From extensive cost allocations, multiple budget versions, and a variety of organizational structures, your financial models and analytics should build confidence in the numbers and the models.

  • Automate calculations

Outdated tools and manual processes take too much time to generate insights. By automating planning, budgeting, and forecasting tasks, your team will have more time to run unlimited what-if scenarios and answer multidimensional queries in real time.

  • Enable collaboration

Everyone in your organization is modeling—whether they know it or not. By making financial data modeling tools broadly available to business units and ensuring that tools are user-friendly, you’ll allow everyone to weigh in—on assumptions about headcount, product releases, and more. After all, true collaboration results in better financial models.

Modern modeling requires modern tools

Modern businesses require modern financial modeling and analysis capabilities that enable on-the-fly queries and limitless what-if scenarios and testing. Proliferating data, outdated tools, and a rapidly changing market make continuing with the same-old, same-old a strategic mistake.

The solution? An intelligent, scalable, and comprehensive cloud-based planning platform that gives you the power you need to support the sophisticated and robust financial planning, modeling, and analytics modern businesses require.

Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management (EPM/CPM) systems. He is the founder of Analytics-Based Performance Management LLC. Gary can be reached at gcokins@garycokins.com

This blog post was originally published on the Workday Adaptive Planning blog.

Home » Analytics » Page 6

Filed Under: FP&A Done Right Tagged With: Adaptive Insights, Analytics, Budgeting, Budgeting Planning & Forecasting, financial modeling, Financial Performance Management

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