Adaptive Insights News Mar 20, 2018

The Knowledge Center

Have questions about how features in Adaptive Insights work or need a technical reference? The Knowledge Center is your one-stop site for product documentation, solutions, frequently asked questions, and more. There's how-to articles, examples, videos, and walkthroughs that can help you on your journey. Visit the Knowledge Center at Adaptive Insights by clicking for contextual help or Support > Help from the left navigation menu.

Watch a quick tour video on how to navigate and find articles in the Knowledge Center.

Customer Journey Library

Every company has unique challenges and organizational priorities.  And that means success looks different for every customer.  We believe your Adaptive journey should reflect your unique priorities and vision of success. 

Now available from the Knowledge Center, the Customer Journey Library can help you navigate the ins and outs of the Adaptive Insights. Watch videos and read articles on best practice solutions to help you address the business planning issues you are facing today.

Watch this video to help you get started on your journey!

Are you doing things the best way, check out our Short Tips Videos!

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Now Live: Adaptive Insights 2018.1

What's new in 2018.1:

We're happy to announce the Adaptive Insights 2018.1 release is available. The Adaptive Insights 2018.1 release enables you and your teams to work faster and smarter with enhanced visual analytics, expanded consolidation features, and integration capabilities that enrich your Adaptive Insights data.

Modeling & Reporting

New filtering options in Excel help you quickly find the data you're looking for in modeled sheets and manage large modeled sheets that include multiple rows with ease.

Keep up to three OfficeConnect workbooks open at once without having to save or close another one.

After you modify your view of sheets, return to your original view with one click.

Give your currencies unique names and descriptions, and define the associated exchange rate. This improves your ability to consolidate and plan across multiple currencies with more flexibility and greater precision. Use different rate sets for the same currency when required, for example.


Use Global Dashboard Time to apply the same time settings to all dashboards in a perspective with a couple of clicks. Pin and unpin a chart from a perspective-level time setting to see it with a different time setting. Compare your metrics and KPIs across different time periods. Time can be displayed in any increment that is defined in your planning calendar, whether that's monthly, weekly, or daily.

View your top and bottom performers for any data set. Sort the data in ascending and descending order when either viewing or editing a chart. And quickly see your top or bottom performers by filtering the sorted data.

Immediately see any data that is outside the norm with conditional formatting on charts.

Create ad-hoc calculations on charts. For example, if your chart displays inventory data, create a metric for inventory turns or for employee turnover if your chart has HR data.


Enter initial balances in multiple currencies with currency-tagged splits. This eliminates the need to use multiple historical rates to compute initial balances in each currency.

You can now submit workflow for actuals data. This is useful for customers that use Consolidation, but is also available to all Adaptive Insights customers.


Keep your dimensions always in sync with your underlying data sources. The new dimension bulk update API and dimension metadata loader in Integration make it easy for automating updates to your dimension values and dimension hierarchy.

The Adaptive Insights 2018.1 Training

Please watch our training program on the Adaptive Insights 2018.1 release available here.

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The Business Planning Cloud is here!

The recently announced business planning cloud brings all of our capabilities under a single identity and extends our hallmark financial planning solutions to everybody in your organization who plans.

There's no change to your Adaptive user experience. You can learn more about the Adaptive Insights Business Planning Cloud in our recent announcement.


Browse the Knowledge Center to find answers to frequently asked questions. To get there, click '?' for contextual help or Support  from the left navigation menu.

We greatly value your feedback, so feel free to contact us with your questions and comments!