IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s AGGREGATE Function
Excel’s AGGREGATE function lets you manage complex reports and ensure they foot correctly. For example, suppose you are building a sales report by product and region. Building the Grand Total calculation for a multi-level report like this is error-prone. You would need…
February 18, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Unpivot
Did you know you can unpivot data in IBM Planning Analytics? Sometimes you’ll find yourself in a situation where you need to change the layout of data from a grid format to a vertical table format, this is called unpivoting the data.…
January 21, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: VSTACK_HSTACK
In a previous blog, I wrote about the ability to convert a list into a set of smaller lists (create a link to the WRAPCOLS blog). But what if you wanted to do the opposite? What if you wanted to merge a…
July 30, 2024
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s WRAPCOLS Formula
Have you ever needed to modify a list in Excel without wanting to manually manipulate the data? Excel’s WRAPCOLS formula lets you reshape data without having to perform tedious copy and pasting. The syntax of the WRAPCOLS formula is: =WRAPCOLS(vector, wrap_count, pad_with)…
June 4, 2024
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips and Tricks: Excel’s ARRAYTOTEXT Function
Have you ever needed to export Excel data in a format that can be read by other systems? Although csv files are widely accepted, many legacy systems expect data in an array format. This can be done using the ARRAYTOTEXT formula in…
April 2, 2024
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel Switch Function
The SWITCH function in Excel evaluates a condition and then provides a result based on that condition. This function is similar to a SQL CASE statement and allows for up to 126 potential results. The syntax of the SWITCH function is: =SWITCH(expression,…
February 20, 2024
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel TEXT Function
Have you ever merged text and a calculated number into a cell and saw that the format of the number was hard to read? The TEXT function in Excel lets you convert the number into a more professional format. The syntax of…
January 9, 2024
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel Substitute Function
Are you familiar with the SUBSTITUTE function in Excel? The SUBSTITUTE function in Excel replaces one value with another. This is similar to the REPLACE function, but SUBSTITUTE provides more flexibility. The syntax of the SUBSTITUTE function is: =SUBSTITUTE(text,old_text,new_text,instance_num) Text: This is…
October 31, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Adding Images to Charts
Charts are an excellent way to use visuals to convey information. Did you know that you can increase the effect of charts in Excel by adding custom images? Consider this plain pie chart. We can insert a corporate logo to give the…