Getting Started

This guide outlines frequent actions and changes that can disrupt data integrations, cause in-app errors, or break EBM-connected Excel files. Following these best practices helps keep your data processes running smoothly and ensures consistent performance across Catalyst and your connected system...

Welcome to Catalyst! This guide walks you through the essential features of the platform—from navigating the interface and accessing support to managing users, running reports, and planning your financial future. Whether you're logging in for the first time or need a quick refresher, you'll find ...

To submit a ticket you must fill out the new request form. Go to the new request page: Submit a request – EBM Software Fill out the form Email address: Enter your email address. What do you need help with? select the best available option from the list. Product: Select the best...

With the transition to Microsoft Single Sign-On (SSO) and the retirement of Internet Explorer, the login experience for Catalyst-connected Excel files has changed significantly—for the better.In the past, users were prompted to enter their email and password every time they opened a Catalyst cube...

For a detailed tutorial on adding, managing, and understanding Hierarchies, check out our long-form tutorial here. Adding a new Hierarchy Within Catalyst, Navigate to the Administration section. From there, click on "Hierarchy" Click "ADD HEIRARCHY" Select the appropriate hierarchy type, defin...

Navigating and managing hierarchies efficiently is crucial for an intuitive experience in Catalyst. In this quick guide, we'll walk you through the simple steps to sort hierarchies, ensuring you can effortlessly arrange them according to your preferences. How can I sort hierarchies in Catalys...

Creating a new budget or forecast scenario Before a budget or forecast scenario can be loaded into Catalyst, that Scenario must first be created. To create a new scenario: Navigate to Administration > Scenario and click the Add Scenario button at the bottom right.  Type in a title in the Descri...

Catalyst Planning Overview Planning in Catalyst includes a Financial Planning module where you can plan, budget, or forecast at the Summary, Account, Balance, or Detail level. The other planning module we provide is the Profitability Planning module, where we allow planning for Volume at the Item...