Posts Tagged ‘Development’
When Should I Use Linked Accounts in Workday Adaptive Planning?
In Workday Adaptive Planning, Linked Accounts are accounts that connect to cube or modeled sheet accounts. Linked accounts can be general ledger, custom accounts, or cube standard accounts. When setting up a Linked Account, select the Add to add one or more source accounts. Specify the model and account to link. Dimension value can be…
Read MoreWhen Should I Use Access Rules to Secure Data in Workday Adaptive Planning?
Prior to the 2019.3 release, security was restricted to level access control in conjuncture with account, version, and sheet settings . Limited no longer! Security is more robust and now includes access rules on accounts and custom dimensions in order to limit specific intersections of data that users and groups can view or edit. Levels,…
Read MoreWhat is the difference between DIV and IF versus DIVF and IFF in Workday Adaptive Planning?
When building out your sheets in Adaptive Insights it is critical to keep in mind the sheet’s load time and performance. There are many ways to improve load time of your sheets, one of which is to optimize the DIV and IF functions. DIV vs DIVF By adding an ‘F’ at the end of the…
Read MoreWhat is the SWITCH Formula in Workday Adaptive Planning and How Do I Use It?
Have you ever wondered what that switch formula was under the Logical section of the formula bar? The switch formula is a handy expression to use instead of many nested if statements. Adaptive Insight’s formula assistant provides this definition: Switch (ORIG_EXPR, VAL_OR_RANGE1, EXPR1, VAL_OR_RANGE2, EXPR2, …, DEFAULT_EXPR) This formula can appear quite confusing, but we…
Read MoreWhen Should I Use Each Sheet Type in Workday Adaptive Planning?
Do you find yourself wondering which sheet type to choose when building different models? Understanding your data and how each sheet works is key to determining which sheet will best fit your business needs. Standard Sheet If you are simply looking to display or enter data into accounts by levels, version, and time – utilize…
Read MoreHow do I maintain your DIMENSIONS and ATTRIBUTES at the SAME TIME to SAVE TIME?
As with most technologies, there are usually multiple ways to accomplish the same task. When performing dimension and/or attribute maintenance, the first step is to quantify the number of changes that need to be made. If you have 1 or 2 minor changes, then updating the structures manually might be a good way to go. …
Read MoreHow Do I Use a SharePoint Site as a Source for Flat File Data in IBM Planning Analytics?
Technology executives and managers are always looking for ways to be more effective while at the same time reducing costs in maintenance hours, physical servers, processes, etc.— It’s always a balancing act. One way to accomplish both goals can be by leveraging existing technology investments that are tried and true. Microsoft’s SharePoint and OneDrive is…
Read MoreHow Do I Use Dashboards at a Glance in Planning Analytics Workspace to Monitor Key Metrics?
Much of analytics is trying to decrease the amount of time and effort for converting data into valuable insights. Planning Analytics is a tool that does this very well. Since you’re reading this post, you are probably already familiar with Planning Analytics and web and reporting environment called Planning Analytics Workspace (PAW). PAW is great…
Read MoreHow Do I Integrate Snowflake Data with IBM Planning Analytics Using ODBC and TurboIntegrator?
In another post I explored how easy it is to access cloud-based Snowflake, create a database, define and then load a table with data from a local file. In this post, I investigate the steps required to integrate some Snowflake data with IBM Planning Analytics (TM1). The steps will include: Configure an ODBC Data source…
Read MoreHow Do I Troubleshoot Common Planning Analytics Workspace (PAW) Security Issues?
PAW (Planning Analytics Workspace) has four types of security: User Role, User Group, Folder Security, and Book Security. These security types are separated from the database security, such as cube security, element security and process security. A PAW administrator usually helps a user fix security issue in PAW. This article covers the common security issues…
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