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Dillon Rossman

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: How to Set Up Action Buttons in Planning Analytics for Excel

 

Revelwood’s latest IBM Planning Analytics Tips & Tricks video features Dillon Rossman, a consultant with our IBM Planning Analytics practice, demonstrating how to set up action buttons in IBM Planning Analytics for Excel (Pax). In this video, Dillon shows your three approaches: …

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December 6, 2022

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: How to Set Up Synchronizations in IBM Planning Analytics Workspace

 

Revelwood’s latest IBM Planning Analytics Tips & Tricks video features Dillon Rossman, a consultant with our IBM Planning Analytics practice, demonstrating how to set up synchronizations in Planning Analytics Workspace (PAW). In this video, Dillon walks you through how to: Change an…

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November 29, 2022

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: New Filter Option in Set Editor

 

Did you know IBM Planning Analytics Workspace (PAW) update 76 introduced a new filter option in the set editor? Previously, you could create a filter or multiple filters and the set would show the members that meet the criteria for every filter.…

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September 27, 2022

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Creating Control Objects from the Modeling Workbench

 

Did you know you can now create control objects in IBM Planning Analytics Workspace (PAW) with update 76? This includes control cubes, control dimensions, and control processes. Previously, creating your own control objects required a TurboIntegrator (TI) process. Now it can be…

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August 30, 2022

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Customizing Background Colors for Data and Header Cells

 

Did you know that update 76 of IBM Planning Analytics allows you to customize background colors for data and header cells within your Planning Analytics Workspace (PAW) views?  To customize these colors, click on a view within a page in PAW and…

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August 9, 2022

Workday Adaptive Planning Tips & Tricks

Workday Adaptive Planning Tips & Tricks: Utilizing Split Rows in Modeled Sheets

 

Do you know how to utilize splits in Workday Adaptive Planning for a modeled sheet? Splits allow you to have multiple lines as part of one record and you can set splits on a column-by-column basis.  A use case might be a…

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August 3, 2022

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: PAW Chart Show Totals

 

One of IBM Planning Analytics’ purposes is to serve as an aggregation tool. As a result, many of your explorations consist of a series of base level elements plus a total. Here is an example of a simple exploration that shows details…

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July 19, 2022

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Dynamic Subsets Based on a Cube

 

Did you know you can use MDX to create dynamic subsets based on cube values in IBM Planning Analytics? In our example we will only show companies with net sales greater than 30,000,000 in the selected year.  An MDX statement that can…

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June 28, 2022

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Visualization Axis

 

Did you know you are able to create custom axis labels for IBM Planning Analytics Workspace (PAW) visualizations? Below is a column visualization that shows periods on the x-axis and a net income amount on the y-axis. As you can see, a generic…

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May 24, 2022


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