Analytics Archives – Revelwood Knowledge Center
Analytics Archives – Revelwood Knowledge Center

IBM Planning Analytics Tips & Tricks Series Did you know there may be several situations during development where you may want to clear all of the data from a specific cube? This could be due to a new process to reload data, a second round of user testing, or a migration from DEV to PROD.  There are a few approaches that can be used to clear data from a cube.  One approach is to create of a view which consists … Read More

As part of our commitment to delivering educational resources to the IBM Planning Analytics community and the Office of Finance, we’ve just launched a new video demo series. Head over to our YouTube channel to watch the first of our three videos on “How to Create a Cube in Planning Analytics.” In this first video, Lee Lazarow, Revelwood’s FP&A Technology Director, demonstrates how to create dimensions in Planning Analytics. The demo walks you through three methodologies for creating dimensions as … Read More

IBM Planning Analytics Series Did you know one of the great things about Excel is that there are many built-in functions that calculate values associated with specific industries? One of these industries is the financial industry where Excel is sometimes used to calculate values associated with annuities. But did you know that some of these formulas are also built into Planning Analytics for use within rules? Here are three annuity formulas that can be used in Planning Analytics rules: The … Read More

Did you know one of the most powerful features of Adaptive Insights is its ability to let you easily update the financial data in your Microsoft Word, Excel and PowerPoint documents? Watch this short video, where Ken DiSessa demonstrates how easy this is to do via Adaptive’s Office Connect feature. Many finance professionals have to create and update monthly reports and presentations, including board presentations and investor presentations. Instead of transferring data manually, Adaptive’s Office Connect lets you do this … Read More

IBM Planning Analytics Tips & Tricks Series Did you know one of the great things about creating TM1 Web sheets is that you simply need to create an Excel sheet and then press a button called Publish? This will convert your Planning Analytics formulas into a web-based interface that your users can easily access. In addition to the Planning Analytics formulas, IBM is continuing to expand the use of Excel’s native formulas.  Planning Analytics version 2.0.7 introduced the use of … Read More

FP&A Done Right Series “Not to beat around the bush, but the budgeting process at most companies has to be the most ineffective practice in management. It sucks the energy, time, fun, and big dreams out of an organization. It hides opportunity and stunts growth.  It brings out the most unproductive behaviors in an organization, from sandbagging to settling for mediocrity. In fact, when companies win, in most cases it is despite their budgets, not because of them.” – Jack … Read More


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