We’re happy to announce the Adaptive Insights 2019.2 release is now live.

This new release includes enhancements to integration as well as Adaptive Insights for Sales.

Please watch our brief training on Adaptive Insights 2019.2 which showcases the new features and outlines user benefits. The training also contains video demonstrations of key features. The training is available here.

You may also watch 2019.2 release overview and Q&A webinar recording.

Integration

You now get options to automatically map new data elements detected by a Planning Data Loader at run time. Automapping is particularly useful for tasks that run on a schedule without user interaction. Automap options exist for accounts, levels and dimensions.

The Planning Data Loader now gives you a new mapping status of Invalid. An invalid mapping status lets you know when the Adaptive Insights Accounts, Levels, and Dimensions you mapped to get removed.

Adaptive Insights for Sales

You now have more flexibility to configure your sheet chart. You may configure and save the display for an individual sheet chart and enable the relative time period display for a sheet chart.

Look for more details about the release update in the coming weeks! If you have questions, please contact support@adaptiveinsights.com

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Want to know which browsers or operating systems we support? We got it. Need general support information on Office 365? We got that too. Read our improved Technology Requirements article.

Spotlight on Accounts

Accounts is one of the basics needed to build your models. They are containers for holding raw number, formulas, metrics, actuals and other data. At Adaptive Insights we support a bunch of them: general ledger, custom, metric, assumptions, modeled, and cubed.

 

Recently published

Check out our rewritten Accounts articles. Browse the Accounts table of contents. Look for:

 

• A tour of the Accounts user interface
• Comprehensive list of account field definitions, organized by account types
• Linked accounts overview and use cases
• How to import accounts or how to reorganize the account structure

 

Popular Account Articles

 

Journey library:

• How to Create and Display Financial Metrics in Adaptive
• Difference Between Metric and Custom Accounts

Account FAQs:

• Why can’t I edit my assumption accounts?
• How do I reference multiple values using a link account?
• What is the difference between a metric account and a custom account?
• Why don’t metric accounts accept time modifiers?

 

 

Account User Guide Articles:

• Accounts Overview
• Add and Edit Accounts

 

Support FAQs

At Adaptive Insights, we want you to get answers to your questions as quickly as possible. Chances are we’ve got it documented. Search or browse the Knowledge Center for tips, tricks, work-arounds, and best practices written by the subject matter experts. Search by key word and optionally sort by Show Me > FAQs:

Browse by FAQ Categories:

• Consolidation
• Web Reporting
• OfficeConnect
• Model
• Integration
• Administration

Knowledge Center

Visit the Knowledge Center by logging into Adaptive Insights and clicking the Help icon or by navigating to Support > Help from the navigation menu. Keep the Knowledge Center handy by bookmarking on your favorite browser.

Watch a Knowledge Center quick tour video or watch a video on advanced search techniques.

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. The Customer Journey Library can help you navigate the ins and outs of 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!