Planning & Forecasting Archives – Page 2 of 4 – Revelwood Knowledge Center
Planning & Forecasting Archives – Page 2 of 4 – Revelwood Knowledge Center

BPM Partners, a privately held advisory services firm with an exclusive focus on business performance management, recently released “Predictions for Performance Management in 2019.” Among those predictions are two that stand out to us. Prediction: Many More Companies will be Upgrading from Legacy Systems BPM Partners writes, “We have seen a recent surge of companies looking to replace their legacy on-premise performance management systems with a more modern version and this will continue to grow.” This is something we are … Read More


Every Tuesday we publish a new IBM Planning Analytics Tips & Tricks blog post. Today’s post is the first in a series of three highlighting our 15 most popular blog posts of 2018. IBM Planning Analytics Tips & Tricks: The Ranked Report IBM Planning Analytics for Microsoft Excel (PAx) provides several tools to view, maintain, and report on your Planning Analytics data. Dynamic Reports, one of the PAx reporting tools, allows you to create flexible reports with personalized formatting. An … Read More


FP&A Done Right Blog Series – Finance Fridays Are you preparing to move from Excel to a new planning and reporting solution? Perhaps you are changing to a new solution or simply upgrading the current one you have. Are you planning to implement your current process in the new system or are you going to take this opportunity to make changes and updates? I can help with that last one! Avoid the dreaded “lift and shift.” It will always be … Read More


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


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