Planning & Forecasting Archives – Revelwood Knowledge Center
Planning & Forecasting Archives – Revelwood Knowledge Center

IBM Planning Analytics Tips & Tricks Series Have you ever been in a situation where you are looking at an IBM Planning Analytics Workspace (PAW) view and quickly want to go back to that view? Did you know that PAW allows you to quickly navigate back to the source with a single click? PAW allows you to easily define the database and cube associated with a cube view by pointing to the top, left corner of the view.   Once … Read More


Did you know that you can easily copy Planning Analytics Workspace (PAW) components across sheets or books? PAW allows you to use a feature called “Collect” that serves as the equivalent of copying. You can collect an item by selecting the item and then choosing the Collect option on the shortcut bar. This option is available for views, visualizations, selectors, images, videos and other items on your PAW sheets. Once collected, Planning Analytics will give you quick access to use … Read More


I am an “FP&A guy.” I love this stuff. I love every part of it – from the last-minute changes to the long range planning sessions and everything in between. Throughout my career, I’ve had the opportunity to be involved in all aspects of global FP&A and want to share some of my insights and tips and tricks with you all. It has certainly not always gone as planned and I have had my share of missteps. At times, I … Read More


Did you know that you can now easily define your client version of Planning Analytics via an Excel formula? There are many ways to determine your version of Planning Analytics. Some of these approaches include reviewing log files, right clicking on executable files, or simply clicking on a Help/About option. Planning Analytics version 2.0.0 introduces an easy approach get your client information via the use of an Excel formula. The formula TM1INFO can be used to return information about your … Read More


We recently hosted a NYC-based TM1 Lovers Meetup at the IBM offices at 590 Madison in Midtown. The networking and educational event drew Revelwood clients who currently use TM1 and/or Planning Analytics, other TM1 and Planning Analytics users from the Tri-State area, IBMers and members of the Revelwood team. After some networking time (with appetizers and cocktails), Rob Gordy, our VP of Professional Services, held an interactive discussion with the attendees on best practices and practical tips on migrating from … Read More


Two of our partners – Adaptive Insights and IBM — are featured as Leaders in Gartner’s “Magic Quadrant for Cloud Financial Planning and Analysis Solutions.” This report was previously called the “Magic Quadrant for Cloud Strategic Corporate Performance Management Solutions.” The report includes some overall market trends, which include: An accelerated shift from mature on-premises offerings to cloud solutions Finance leaders are turning to SaaS solutions to reduce application support costs, increase application flexibility and shorten time to value The … Read More


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