Planning & Reporting Archives – Revelwood Knowledge Center
Planning & Reporting Archives – Revelwood Knowledge Center

IBM Planning Analytics Tips & Tricks Series This is a guest post from Revelwood’s Shane Bethea. Did you know that there is a new way to edit object settings in IBM Planning Analytics Workspace (PAW)? The Settings editor is new for PAW and gives the system administrator a clear, easy to use interface to modify attributes, security, and properties for objects such as cubes, dimensions, processes, and chores (where applicable). In the background, the Settings editor is still modifying entries … Read More


IBM Planning Analytics Tips & Tricks Series This is a guest post from Revelwood’s Shane Bethea. Did you know that you can quickly and easily create a new time dimension in the Planning Analytics Workspace (PAW) Dimension editor? The following steps will automatically create a time dimension with a standard hierarchy and pre-populated set of attributes in a matter of seconds. To create your time dimension using the PAW Dimension editor, simply right click Dimensions in the left hand navigation … Read More


IBM Planning Analytics Tips & Tricks Series This is a guest post from Revelwood’s Nina Gordy Did you know there are several benefits to using hierarchies in IBM Planning Analytics? Hierarchies are one of the additional features available in Planning Analytics. The main benefit of hierarchies is that they enable users to see alternative data rollups in the same view. There are several reasons to take advantage of this new approach to interacting with your data. Hierarchies can improve query … Read More


IBM Planning Analytics Tips & Tricks Series Did you know that you can trace the details of a calculation in an IBM Planning Analytics Workspace exploration? The following screen shot shows a simple revenue calculation that uses input values for Units and Unit Price. You can right click on the revenue value and select the option of “trace cell” to see the details of the calculation. The trace will show me the calculated result, the formula, and the values for … Read More


FP&A Done Right Series Current Location. Destination. That’s it. That is all you need to provide your favorite mapping app for it to create a route. No current location? You will not know where to begin or how long it will take to get there. No destination? You will drive aimlessly with no end in sight. Your finance transformation or business process improvement is no different. We all recognize the need to determine our future state. But you also need … Read More


This is a guest blog post from Rob Hull, founder, Adaptive Insights Scramble like hell to pull together a budget. Execute against that budget regardless of changes in the business. Repeat the budget scramble in 12 months. If your corporate planning process still looks like this, then you’re likely stuck in static planning. By that I mean a planning, reporting, and analytics process that’s siloed, largely manual, almost always built around spreadsheets, and constrained by limited insights into the operations … Read More


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