Budgeting Archives – Revelwood Knowledge Center
Budgeting Archives – Revelwood Knowledge Center

This is a guest blog post by Revelwood’s Nina Gorday. Did you know it is best practice to maintain a hierarchy in Planning Analytics via TurboIntegrator (TI) process whenever possible? There are five key functions that can be used to do so. Read More


IBM Planning Analytics Tips & Tricks Series Did you know there are some easy approaches to troubleshooting IBM Planning Analytics for Excel (PAx)? Given that PAx is an Excel add-in, sometimes things go wrong. Do you know the basic steps to take when a user says that PAx isn’t working for them? We at Revelwood have often seen two primary issues that appear at our clients: The “IBM Planning Analytics” ribbon doesn’t show up A user can connect in, but … Read More


IBM Planning Analytics Tips & Tricks Series Did you know IBM Planning Analytics’ snap commands can serve as a spellcheck for you? In today’s Twitter and text based world, misspellings (or abbreviations, as some people call them) have become a way of life. It’s virtually impossible to make it through a day without seeing a reference to “ur”, “imho” or some other form of abbreviation. For those of you who use these abbreviations regularly, you will be happy to know … Read More


IBM Planning Analytics Tips & Tricks Series Did you know IBM Planning Analytics has snap commands that allow you to use natural language wording to perform simple tasks?  One example of this entails the use of sorting data within a view. We can start with a simple view that shows operating expenses by quarter. We can sort this by simply typing “sort Q1 2016” into the snap command window. By default, the sort command sorts the values in ascending order. … Read More


IBM Planning Analytics Tips & Tricks Series Many of you know that Planning Analytics Workspace books allow you utilize templates, but did you know there is a difference between the options that show a solid frame vs. the options that show a dotted frame? Creating a new PAW book is as easy as clicking the “New” button and then selecting how you want to define the book. One way to do this is to utilize a pre-built template which defines … Read More


IBM Planning Analytics Tips & Tricks Series Did you know IBM Planning Analytics offers more than one way to add calculations to your data? The great thing about using Planning Analytics within Excel is that you can add additional calculations to your data set to help you further analyze your data. Did you know that you can also do this within PAW explorations? Use the following steps to create a new calculation: Select one or more elements within your exploration. … Read More


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