FP&A Done Right: What is Zero-Based Budgeting?
This is a guest blog post from our partner Workday Adaptive Planning on zero-based budgeting, which enables companies to align spending with business goals. Many businesses are shifting into recovery mode after the economic disruption caused by COVID-19. While it’s too soon…
November 12, 2021
FP&A Done Right: The Role of KPIs in Driver-Based Budgets
This is a guest blog post from our partner Workday Adaptive Planning, on why finance teams should focus on KPIs and business drivers. Gone are the days when business leaders were narrowly focused on just the net cash flow or balance sheet.…
February 12, 2021
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: Alternative Row Formats for Excel Reports
In the early days of computing, printers often used paper that had alternating white and green areas which allowed the reader to easily follow a line of text across the page. This was known as “green bar” paper. While we no longer…
November 10, 2020
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Override Formulas in Sheets
If you want to write a formula in an account in Workday Adaptive Planning, but still want to give your team the ability to override the formula and enter different data, you can use Shared Formulas to achieve that. The Shared Formulas…
November 4, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Show Members
Did you know that while you are doing dimension maintenance, you can quickly view an element’s parents or children in IBM Planning Analytics Workspace (PAW) via a single click? Here's how you can do this: Step 1: Select the dimension to be…