IBM Planning Analytics Tips & Tricks
Linking Textboxes in IBM Planning Analytics Workspace
IBM Planning Analytics Workspace lets you create pop-out boxes in your books to make key numbers stand out. You can watch this tip in action in our “Make Numbers Pop with Linked Textboxes | IBM Planning Analytics Tips & Tricks from Revelwood” video. https://youtu.be/LcjGqeZ6KBc?si=LPaE3CnBdoL4SY20…
December 16, 2025
IBM Planning Analytics Tips & Tricks
Linked Data Types in Excel
Excel supports Linked Data types, which are cells that connect to the internet and retrieve additional data. Excel contains a series of built-in linked data types such as Stocks, Currencies, and Geographies. These are found within the Data ribbon in Excel. Here…
December 2, 2025
IBM Planning Analytics Tips & Tricks
Previewing Changes on Bulk Updates in IBM Planning Analytics
Have you ever changed values from an IBM Planning Analytics for Excel (PAfE) exploration and wanted to confirm what is getting loaded into the model? You can do this by using the “Preview changes” link. Users can make multiple inputs into a…
November 18, 2025
IBM Planning Analytics Tips & Tricks
Accessing PAX Exploration Headers in Excel
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…
November 4, 2025
IBM Planning Analytics Tips & Tricks
TM1SET Excel Formula
The TM1SET Excel formula is similar to the SUBNM formula except that TM1SET is hierarchy aware and has formula reference traversal. The syntax for TM1set is: TM1set(uri_identifier,serverName,dimensionName,hierarchyName,setExpression,selectedElement,sessionSetOut,activeDisplay,displayModeEnum) Follow these steps to build a file with the TM1SET formula. 1 – In a…
October 21, 2025
IBM Planning Analytics Tips & Tricks
The TRIMRANGE Excel Formula
Have you ever referenced an entire row or column and wondered if Excel is doing too much additional processing? If so, the TRIMRANGE formula can help! The TRIMRANGE formula makes your Excel file more efficient by removing extra rows and columns from…
October 7, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: MDX to Copy a View
As a model developer, it’s very important to have separate development and production environments that replicate each other as much as possible. This sometimes leads to a situation where you may need to create the same view in both environments. In situations…
August 26, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Settings – File Upload Action Button
Have you ever written a TurboIntegrator (TI) script that used a manually uploaded file as a source? If so, this requires a two-step process: upload the file and then run the script. As long as you remember to follow both steps, the…
May 27, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW – Navigation Approaches Using Action Buttons
Have you ever been in a situation where you created a multi-tab IBM Planning Analytics Workspace (PAW) book that required a combination of inputs, TurboIntegrator (TI) processing, and the viewing of results? If so, you may have created a two-part workbook that…