Financial Performance Management Archives – Page 2 of 29 – Revelwood Knowledge Center
Financial Performance Management Archives – Page 2 of 29 – Revelwood Knowledge Center

The third short demo video in our recently announced series, “The Capabilities of Adaptive Insights,” focuses on the Sheets feature in Adaptive Insights. Sheets are used as templates to enter data into for planning purposes. This demo video will give you a high-level view of how to plan in Adaptive Insights. In this demo, Ken DiSessa demonstrates how to use sheets, what the color coding means and how to enter data into them. He also explains what various symbols mean, … Read More


IBM Planning Analytics Tips & Tricks Series Did you know that rules are used in TM1 to perform live calculations without the need for any manual intervention or on-demand scripts? This is a very powerful aspect of Planning Analytics and, when used properly, increase the value of the tool for your users. There are some aspects of rules that I often see people forgetting. Here are some friendly reminders about how to use these components properly: Division TM1 offers two … Read More


HTML reports are the “bread and butter” of the finance professional. We’ve created a short demo video of how to easily create reports in Adaptive Insights. In this video, part of our “The Capabilities of Adaptive Insights” series, Ken DiSessa shows you how to create a variance report looking at a budget versus actuals. He discusses the color coding and icons in Adaptive Insights, how to drill down into details, and the powerful explore cell feature. Watch “Reporting in Adaptive … Read More


IBM Planning Analytics Tips & Tricks Series Did you know IBM Planning Analytics rules can be used to manipulate the case used for text?  There are rules to change values into both uppercase and lowercase. UPPER Converts an entire string to upper case UPPER(‘Lee Lazarow wrote this’) becomes LEE LAZAROW WROTE THIS LOWER Converts entire string to lower case LOWER(‘Lee Lazarow wrote this’) becomes lee lazarow wrote this CAPIT Converts the first letter of each work to upper case CAPIT(‘Lee … Read More


FP&A Done Right Series The Strategic Planning process at many companies is in sore need of an overhaul. As many of you know, the “Strat Plan” can take on a life of its own. It was not too long ago that I was the guy who had the pleasure of creating and consolidating the Strategic Plan along with all the initiatives created by our VPs and functional areas. The greenfield initiatives. The cost savings initiatives. The sales and marketing initiatives. … Read More


IBM Planning Analytics Tips & Tricks Series Did you know there are two different ways to stop a TurboIntegrator script? The ProcessBreak command stops processing source data and proceeds directly to the Epilog.  This approach allows you still run code in the Epilog that can perform tasks such as deleting subsets, writing to a process tracking cube, or running other processes. Here is an example of skipping the data and metadata section if a parameter called pVersion does not exist: … Read More


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