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Planning & Reporting

Tips & Tricks

Workday Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Revenue Cohort Modeling

 

Do you know about cohort modeling in Workday Adaptive Planning? A cohort model provides meaningful insight of data grouped into subsets based on any characteristic important to the company. The groups are called “cohorts.” Cohorts can be based on time (i.e. season,…

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June 8, 2022

FP&A Done Right

FP&A Done Right: Is Your Planning Process Hindering Decision Making?

 

This is a guest blog post from our partner Workday Adaptive Planning, explaining how and why you should foster a culture of planning. Long planning cycles. Short-lived plans. Siloed efforts. Hard-to-find errors. And never enough time for strategic analyses. Do these FP&A…

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June 18, 2021

FP&A Done Right: Collaborate More When Planning

FP&A Done Right

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…

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March 12, 2021

Tips & Tricks

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Dimension Attribute Types

 

Did you know that IBM Planning Analytics dimensions can have defined types and that these defined types are necessary for certain Planning Analytics features to operate correctly? For example, the new predictive forecasting functionality within Planning Analytics Workspace (PAW) requires the use…

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February 9, 2021

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Excel’s NETWORKDAYS Function

 

Have you ever wanted to define the number of working days between two calendar dates? Do you define “working days” simply as non-weekend days or do you also include holidays? Did you know that you can calculate this information using Excel’s NETWORKDAYS…

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January 26, 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…

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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…

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November 17, 2020

Tips & Tricks

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…

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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…

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November 4, 2020


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