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IBM Planning Analytics Tips & Tricks

Accessing PAX Exploration Headers in Excel

 

November 4, 2025

By Ivan Cepero

Explorations are a great way to perform ad-hoc analyses in your IBM Planning Analytics for Excel (PAfE) environment. However, the title selections in the Exploration ribbon are not directly accessible. Here is an approach to access the title selections and make your reports more dynamic.

  • 1. Explorations have connect information in hidden rows. In the example below, we can find this data by unhiding rows 3 through 12.
  • 2. The titles (context) data is in located in cell C9
  • 3. We can use the TEXTSPLIT and TRIM formulas to parse the context into individual cells:  

=TRIM(TEXTSPLIT(C9,”:”,”,”))

The formula will update every time you make a change to the Exploration.  This approach can be merged with lookup formulas in the other sheets to make your reports more dynamic.

Revelwood is an IBM Gold Business Partner with more than 30 years of experience designing, developing, implementing and maintaining IBM Planning Analytics environments. We focus on solutions for the Office of Finance and have partnered with clients of all sizes across all industries to optimize, enhance and expand their use of Planning Analytics. Revelwood’s Planning Analytics team consists of PA experts with decades of experience, and we have been recognized via awards including  IBM Champion status.

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Read more IBM Planning Analytics Tips & Tricks:

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