Align Cross-Functional Teams on Company Goals

Many of us have been part of an organization where company goals are presented to the team at the beginning of, or sometimes halfway through, the year.  Employees pin it to their office wall or file it away until they are reminded year-end reviews are around the corner.  The importance of keeping company goals front…

Read More

Reasons You Should Stop Using Excel For Financial Data Analysis

  At first glance, Excel seems like the perfect data analysis tool. It can carry out numerous calculations, is readily available, and can be put to good use when preparing budgets, forecasts, and various financial models. However, Excel has significant limitations that reduce the efficiency of your financial data analysis projects. The simple and user-friendly…

Read More

Three Visualization Techniques to Boost your PAW Dashboards

Planning Analytics provides its users with several new features to improve the way they look at their data. There are 18 different charts/graphs you can utilize when developing your PAW Dashboards. These different charts/graphs display data in different ways to tell a specific story about your data. While there are many techniques that you can…

Read More

Creating Hierarchy Objects

Create hierarchy objects using Turbo Integrator functions in Planning Analytics  The new Turbo Integrator functions provide Planning Analytics users the ability to create hierarchy objects for a dimension.  In this blog, I describe how to enable the new hierarchy creation setting.  In addition, the different Turbo Integrator functions used to create hierarchy objects in Planning Analytics and when each should be used.  Enable Hierarchy Creation Setting Multiple hierarchies are not enabled by default in Planning…

Read More

Tired of Spreadsheet Errors? 

The spreadsheet may be one of the most powerful and most dangerous tools that a business user has in their toolkit.  In fact, Microsoft estimates that there are over 1 billion Office users worldwide.  Yet, spreadsheets are the go-to for many types of analysis and modeling needs.  They are easy to use and great for creating simple visualizations.  And, are an easy way…

Read More