Tag Archives: @ShaunaSteib

Automation concept image with text and gears symbols--automate financial consolidation

3-Step Guide to Automating Consolidation

It’s no secret that CFOs want to be more strategic. So what’s holding finance back? It’s the old-world tools they’re using for routine tasks, such as the financial close and reporting, which add risk and drain time and resources.

Take financial consolidation as an example. Many companies use spreadsheets to manage intercompany eliminations and allocations, which is time-consuming and error-prone—and this manual work slows down the entire close. According to Ventana Research, only 38% of companies can close their quarterly books in six days or less.

So how can you improve your process to execute faster and provide critical financial information sooner? Here’s a three-step guide.

Watch the webcast “Take the Pain Out of Financial Consolidation”

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Product Tip Tuesday: Creating Freeform Dashboards in Adaptive Discovery

The ability to create freeform dashboards is one of the many features that allow Adaptive Discovery users to personalize our cloud visual analytics solution for their organization’s needs.

So what’s the difference between standard and freeform dashboards?

With standard dashboards, Discovery dials must be held in ribbons. With freeform dashboards, you can create flexible layouts by just dragging and dropping dials directly onto dashboards, and then resizing and positioning them however you like. The greater flexibility in positioning will allow you to call out specific dials with your most important data with a larger display, or decrease the size of simpler, easier-to-read dials to leave more room for other data segments. And today, you’ll learn exactly how to do it.

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Product Tip Tuesday: Creating New Versions in Adaptive Planning

There are several scenarios during which you may want to create a new version of your financial plan in Adaptive Planning. You may lock the budget after finalizing the data and then create a duplicate version for financial forecasting or what-if analysis. Then, you can grant separate permissions for each version to control who has access and who can edit data within each version.

Whatever your reason, today’s product tip will run through the quick and simple steps to help you create a new version in Adaptive Planning. First, let’s break down the fields to complete to create that new version.

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