BTerrell Group Blog

Creating a Weekly Forecast in Adaptive Planning

Posted by Jeremy Griffith on Wed, Apr 15, 2015

Adaptive Planning is a great tool to use to forecast your data on a monthly and yearly basis. But, what happens if your company needs to forecast their data on a weekly basis? How would you accomplish this in Adaptive since Adaptive’s time dimension has only months and years available? (As a side note, Adaptive does have adding days to the time dimension on their roadmap.)

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Tags: adaptive insight

Using What-if Scenarios in Adaptive Planning

Posted by Jeremy Griffith on Fri, Mar 13, 2015

A client in the energy industry needed help creating what-if scenarios for their Gross Revenue due to a downturn in the oil industry. This downturn occurred in the middle of creating their yearly budget. To help them adjust their budget easily and quickly, I used Adaptive to create a what-if scenario.

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Tags: adaptive insight

Linking a Cube Sheet to a Standard Sheet

Posted by Jeremy Griffith on Mon, Feb 16, 2015

In a previous blog post, I showed how to setup an Adaptive cube sheet that allows flexibility to handle dimension levels from Intacct. This cube sheet allows planning at a more detailed level. In my example, I created a Revenue by Customer and Department sheet, which allows budgeting by location (organization level), by individual department and customer (dimensions). Here is how to combine this revenue sheet with expenses, planned at the location level, to give a full P&L. I do this by linking the revenue cube sheet to a standard sheet.

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Tags: adaptive insight

Creating a Cube Sheet in Adaptive Planning

Posted by Jeremy Griffith on Wed, Jan 21, 2015

Since joining BTerrell Group, I learned that one of Intacct’s greatest assets is its flexibility to book entries using the eight standard dimensions or any custom dimension. When setting up my first demo environment between Intacct and Adaptive Planning, I needed a way for the user to budget and forecast at the dimension level. To do this, I explored using Cube Sheets in Adaptive. 

People use cube sheets any time a user needs to model multi-dimensional data. To setup a cube sheet, a person with the appropriate rights would need to go to the main drop-down menu, represented by the three black bars () in the upper left hand corner of the users Adaptive instance, and select Admin. From the Admin screen, go to the Sheets and Announcement Pages section and choose “Create a Cube Sheet.”

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Tags: adaptive insight

BTerrell Now Offers Products and Services from Adaptive Insights

Posted by Jeremy Griffith on Wed, Dec 10, 2014

BTerrell now offers a great financial planning tool, Adaptive Insights. I have about three years experience using Adaptive and I also have experience using Hyperion Planning and Host Analytics, so I have some experience with different products out there. Out of the three budgeting applications I have used, I believe Adaptive is the best. Adaptive is easy to use, requires no IT help, and allows for great collaboration across your company when doing your forecasting and budgeting.

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Tags: adaptive insight