• Tables & charts: you can choose to copy or download as PNG
• Callouts & KPI cards: you can copy them individually as PNG

What’s new?

You can now schedule your datasets to automatically sync on any day of the month, providing more flexibility to align with your financial processes and giving you greater control over your data synchronization!

Key Benefits

• Greater Flexibility. You now have the freedom to set your data syncs on the exact day that works best for your team's schedule, especially around financial closing.
• Streamlined Workflows. Automate your data refreshes to occur precisely when you need them, reducing manual work and ensuring you're always working with the latest information.
• Improved Accuracy. By syncing data on your schedule, you can ensure reports and analyses are based on the most up-to-date figures, leading to more reliable insights.

How It Works

1. Navigate to the dataset you wish to schedule and open the Scheduler.
2. Click the ‘+’ button to create a new auto sync schedule. Select the Month tab.
3. In the ‘Sync on’ menu, choose Custom day. Previously, this was limited to the 1st, 15th, or last day of the month.
4. Enter the desired day of the month, and click Continue to save.

For more information about auto syncing your data, visit the Abacum Academy.

Exciting news! We're starting to activate a few powerful updates to give you more control and flexibility when working with dimensions in your models! 

Here’s what’s new:

Dimensions by version

You can now define different dimensions for each version of a variable (e.g., Actuals, Forecast).

By default, versions share the same dimensionality that actuals, but now you can unlink a version and customize its dimensions independently.

👉 For example, you might want “New Joiners” in Actuals broken down by employee, job title, and department — but only track by department (or add location) in Forecast.

This gives you the freedom to:

• Add more or less granularity where needed
• Avoid duplicating variables
• Keep your models clean and tailored as your company scales

Bulk changes on variables

Working with large models just got a whole lot easier. You can now:

• Select multiple variables at once
• Apply dimension updates in bulk — perfect for aligning dimensions, activating suggestions, or cleaning up unused ones
• Delete or show empty values across multiple variables in one go

These changes make it faster to manage your model at scale — no more one-by-one updates.

More flexible dimension activation

You’re no longer limited to activating only the dimensions used in a variable’s formula. Now, any dimension can be activated, even if the formula doesn’t return values for it.

• You’ll see a warning icon if a dimension is not compatible (values will be stored as unallocated)
• This makes your model more robust and less prone to breaking when things change

These updates are all about making modeling easier, faster, and more adaptable to your needs.

📘 Learn more

• Dimensions by version | Abacum Academy
• Working with multiple variables | Abacum Academy

To help keep things running smoothly, we're adding a new warning on the Dimensions page.

Here’s what’s changing:

• If a dimension level has more than 10,000 unique items, you’ll now see a warning next to it in the Dimensions table.
• This is just a heads-up — large dimensions like these can slow things down in the platform.
• Your existing setup will still work as usual — this won’t block anything, just a friendly reminder.

Need a smoother option?

• If you’re hitting the limit often, we recommend trying out Auto-map to default option for single dimensions as a more scalable approach.

To ensure a safer and more consistent experience across our platform, we’ve made a small change to how you access the Academy.

From now on, you’ll need to be logged into the platform to view Academy content.

• If you're already logged in, you won’t need to do anything extra — you’ll go straight to the content.
• If you're not logged in yet, you’ll be asked to enter your credentials before accessing the Academy.

This helps us keep your experience secure and personalized.

💡 Need to share Academy content with someone who doesn’t have access?
No problem — you can download any Academy content as a PDF and share it directly.

We’ve made a small but important change to how percentage values are handled in Abacum, to make formatting clearer and more intuitive for everyone.

What’s changing?

Previously, Abacum offered two different formatting options for percentage-like values:

• Rate (which correctly displayed 60% if the value was 0.6)
• Percentage (which incorrectly displayed 0.6% when the value was 0.6)

As this was confusing, we’ve simplified things:

• The old "Percentage" format is being removed
• The "Rate" format has been renamed to "Percentage", as this is the behavior users expect

Now, when you choose "Percentage", it will correctly show 60% for a value of 0.6 — just like in Excel or Google Sheets.

What have we done on our side?

To make this transition smooth:

• We’ve updated existing formats where possible. If you were using the old "Percentage" format, we’ve migrated those values to the new "Percentage" (formerly called "Rate").
• In some cases, if the formatting wasn’t clearly a percentage, we’ve migrated the value to plain "Number" format to avoid assumptions.

What do you need to do?

Nothing! Your values should appear exactly the same as before.But if you notice anything that looks off, feel free to reach out to suppor team, and we’ll take a look.

You can now effortlessly connect your Rillet data with Abacum for seamless financial planning and analysis!

To set up a Rillet connection, reach out to your Rillet representative to authorize data sharing with Abacum. Once approved, we will create the connection via our Snowflake integration (you do not need a Snowflake account). Learn more about this connection here.

We've launched a new auto-map setting, "Auto-map to default item," designed to simplify dimension management, particularly for datasets with many unique items (like customer or vendor lists).

This feature automatically assigns new, incoming data entries to a designated "default" category (e.g., "Other," "Miscellaneous"). This prevents the creation of thousands of individual items, which can slow down performance.

Why is it useful?

• Faster performance: Reduces the number of individual dimension items, leading to quicker loading and processing.
• Simplified analysis: Allows you to focus on key data categories by grouping less critical items.
• Automated data categorization: Automatically assigns new data during uploads and syncs, reducing manual work.
• Flexible management: You can still edit and manage the items within the default category.

How does it work?

• Turn on "Auto-map to default item" in the dimension settings.
• You can choose or create a dimension item to act as the "default" category.
• New data entries will be automatically placed into the default category. And any existing, unassigned items are also moved to the default category when the setting is enabled.
• Renaming the default category will not change the names of items already assigned to it.

Example use cases:

• Grouping less important customers into an "Other customers" category.
• Consolidating minor vendors into a "General vendors" group.
• Organizing low-volume products into an "Other products" category.

We're excited to announce the release of the Abacum Connector for Excel! You can now seamlessly combine the power of Abacum with the flexibility of Excel, making your financial planning and analysis even more efficient and collaborative.

What's New

• Excel integration. Access your financial models in Abacum directly from within Excel!
• Two-way data sync. Effortlessly pull data from Abacum into Excel, make changes, and push the updates back.
• Hybrid workflow. Keep using Excel for quick modeling and analysis while leveraging Abacum for powerful automation, collaboration, and reporting.

How It Works

1. Install the Abacum Connector from Microsoft AppSource.
2. Connect to your Abacum account.
3. Start syncing your data!

Key Benefits

• Save time and reduce errors. Eliminate manual uploads with effortless data syncing.
• Boost collaboration. Work seamlessly within your familiar Excel environment while keeping your data connected to Abacum.
• Scale with confidence. Grow your FP&A capabilities without outgrowing your tools. Abacum and Excel scale with you.
• Easy Adoption. No need for a complete overhaul of your processes. Introduce Abacum at your own pace.

Ready to Get Started?

Reach out to your customer success agent to upgrade and enable the add-in. Learn more about how it works in the Abacum Academy.

Visualize the direct relationships between variables within your tables using the new 'View diagram' feature. Quickly trace calculations and identify immediate dependencies for better data analysis.

With this tool, you can:

• See how values are calculated.
• Understand direct variable influences.
• View diagrams that adapt to your data context (Actuals, Versions, Estimates).

How to use it?

Right-click any cell and select 'View diagram' to instantly visualize its direct variable connections. 

Note: This feature is visible to super admin, admins, and members with 'Can drill-through' permissions.