Onboarding
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ERP System Migration – What You Need to Know
At EBM, we understand that migrating to a new ERP system is a sign...
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Upgrading to the EBM Excel Add-In: Full Installation and Troubleshooting Guide
EBM Software applications connect your data from Diligent and the d...
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EBM Excel Add-In: Installation Instructions
Installing the EBM Excel Add-In is a straightforward process that...
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EBM Excel Add-in: Background and Benefits
Understand the origins, functionalities, practical applications, a...
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EBM Excel Add-In: How it Works
This brief guide explains the functionality of the EBM Excel Add-...
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EBM Excel Add-In: Login Methods
This guide introduces you to Microsoft Shared Authentication, a sy...
Administration
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How to set up a new fiscal or calendar year
Catalyst allows you to use a traditional calendar year or set up yo...
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Actuals Thru and Dependent Scenarios
This article provides insights into the practical aspects of "Dep...
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Adding a level to an existing hierarchy
Is it OK to add levels to an existing hierarchy? The short answer ...
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Adding a New Company ID to Catalyst
This article explores two methods for adding new company IDs to y...
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Configuring prior year net income roll forward
In this article, we will discuss how to ensure that your beginning...
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Currency and Foreign Exchange Rates
FX Currency Rate Management Catalyst offers the ability to draw fro...
User Management
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How do I add a new user?
Important note to EBM and Blue Ops employees: If you need to add a...
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How do I change someone else's password?
Changing someone else's password An admin user can change the pass...
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How do I reset or change my password?
Password Reset Forgetting your password is a problem as old as is ...
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How to restrict access to your hierarchies
Ensuring that your data remains secure and accessible only to the ...
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Manage Users with Groups in Catalyst
Groups are a powerful tool in Catalyst that help you efficiently m...
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Managing Users and Permissions in Catalyst
Catalyst allows you to add an unlimited number of users to your acc...
Getting Started
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How to Avoid Common Catalyst, Excel, and Data Issues
This article outlines common actions we’ve seen that can cause dis...
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Website intro and navigation
This article and video will guide you through the essential steps ...
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How do I submit a question to EBM Support?
To submit a ticket you must fill out the new request form. ...
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How do I save my password?
With the recent changes and sunsetting Microsoft Internet Explorer,...
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How do I add a new hierarchy?
For a detailed tutorial on adding, managing, and understanding Hier...
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How to sort hierarchies in Catalyst?
Navigating and managing hierarchies efficiently is crucial for an...
General
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Catalyst Glossary
This glossary gives users a comprehensive list of terms, concepts,...
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Account Mapping
In the realm of accounting and data management, the "mapping of ac...
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Excel Shortcuts and Formulas
EBM Commonly Used Shortcut Keys Action Keystroke...
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Mapping Unassigned Accounts in Catalyst
If you're wondering why your ERP system's data isn't visible, unas...
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Trouble Changing Password
Trouble changing your password and seeing a "request failed" mess...
Cube Management
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How do I create a Trusted Location in Excel?
EBM Software applications require Excel to trust its connection to ...
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Cube Accessibility
Options to connect to Cubes In order of most-secure, to least-secur...
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Cube Overview
How Often Does the Cube Update? The Cube draws data out of various ...
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Cube Troubleshooting
You may encounter a myriad of error messages when using Microsoft E...
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Cube Updater
Connection issues with Microsoft Office are sometimes inevitable bu...
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Data is missing or incorrect in your reports
Sometimes you may run into issues when building or viewing reports ...
Data Management
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Setting Up a Distribution List for Catalyst Alerts
To improve the management of integration alerts and ensure your t...
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Server Migration Checklist: What You Need to Know
Server changes, upgrades, or migrations are common occurrences in...
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Troubleshooting Connection Issues with your Data Feed on Azure Blob Storage SFTP
If you're experiencing connection issues with the your data feed f...
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How do I refresh my data?
Refreshing Catalyst after making a change or loading data After a ...
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Data Automations
This Guide is specifically designed to provide insights to clients ...
Planning
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Updating Prior Year Rates in Catalyst
In this article, you'll learn how to efficiently handle prior yea...
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Troubleshooting quantity and gross sales upload errors
If you've encountered an error message when attempting to upload q...
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Financial Planning
This article contains the following topics: Overview Basics Navig...
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Profitability Planning
Catalyst has robust planning tools that allow you to streamline you...
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File Upload Center
The File Upload Center is your hub for uploading any file that cont...
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Profitability to Financial Mapping
In Planning, you may want to automatically feed amounts from a prof...
Reporting
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Accessing Your EBM Power BI Workspace and Datasets
This guide provides detailed instructions for accessing EBM Softw...
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How do I create a Trailing 12 Month (TTM) report?
This article contains the following topics: Overview of TTM How t...
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How hierarchy changes can impact Visualizations
In this article we'll go over how your Catalyst configuration can i...
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How to roll forward or update a TTM
Trailing Twelve Months (TTM) scenarios play a crucial role in fin...
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How to subscribe to Visualizations
Catalyst Visualizations are reports built using BI technology that ...
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How to update Visualizations after updating hierarchy structure
If you're using Catalyst Visualizations and make a change to the st...
Smartload
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Smartload Overview
In this article we'll introduce you to Smartload and explore the e...
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Smartload 101
In this article, we'll explore Smartload, a tool designed for mana...
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Smartload 201
This page will guide end-users on leveraging Smartload, Smartload ...
Troubleshooting
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Automation, UserForm, Analysis Services, VBA Errors
Error message: UserForm_Initialize - - 2147467259 Automation error ...
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Blank Excel Ribbon
Error message: No error message. In Excel, the ribbon at the top wi...
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Cancelled by User Error
Error message: Operation cancelled by user. Error when attempting t...
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Class Not Registered
Error message: UserForm_Initialize -- xxx Class not registered. Err...
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Connection Cannot Be Made
Error message: Either a connection cannot be made to the server or ...
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Cube Filters Locked and Won't Refresh - Microsoft Office Update
Updated as of 12/13/21. Microsoft has pushed out an update that sho...
Announcements
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Resolved: System Outage on 2/12/25
Impact Summary Between 2:00 AM CT and 5:30 AM CT on February 12, 20...
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EBM Legacy Files Update - Important Changes to Login Process
As part of our ongoing commitment to providing seamless and effici...
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**Resolved** Announcement: Azure Analysis Services Performance Issues 1/24/25
Update: As of 1/27/25, Microsoft has announced that this is resolv...
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How to Enable the Perspectives Feature in Catalyst
The Perspectives feature in Catalyst® by EBM helps streamline repo...
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EBM Flex Support
As of August 1, 2024, EBM updated its Support program to better de...
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Handling Automated Invitations during Azure Shift
Announcing changes happening within our server infrastructure at E...