IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Search with Descendants
The IBM Planning Analytics subset editor includes various options to search a list of elements within a dimension. This includes the ability to search by name and attribute, search by referencing mathematical comparisons or text searches and search by one filter or…
May 13, 2025
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: How to Filter Data for Sage Intacct Integrations within Adaptive Staging Tables
There are many times when importing data into the staging tables for Sage Intacct integrations that I am looking for just a subset of data and not all the data. Importing everything takes time, and if you filter your retrieval in the…
May 15, 2024
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Asymmetrical Expand in PAW
Have you ever been in a situation where you have stacked dimensions in your view and only want to expand one section of it? In legacy Perspectives, an expansion of one area equates to an expansion of all areas. IBM Planning Analytics…
April 30, 2024
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips and Tricks: Trusting the Directory where the Planning Analytics for Excel xll file resides
Have you ever received a notification from Excel stating that it was having an issue trusting the Planning Analytics for Excel (PAfe) Add-In? If so, you are not alone! From time to time, it seems Excel needs to be reminded that the…
October 3, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Expanding Sections of Stacked Dimensions
Have you ever been in a situation where you have stacked dimensions in your view and only want to expand one section of it? In legacy Perspectives, an expansion of one area equates to an expansion of all areas. IBM Planning Analytics…
July 25, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: HTTPPORTNUMBER
Did you know that when you create a new TM1 / IBM Planning Analytics instance that the HTTPPORTNUMBER parameter is required? This setting is placed within the TM1S.cfg file for your model. Some things to note when defining the HTTPPORTNUMBER parameter: 1.…
June 6, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: TI Dimension Functions
Have you ever updated a dimension in the Prolog of your TurboIntegrator (TI) script and then received errors when making further changes to the dimension in the Metadata section? This is because certain dimension altering functions such as DIMENSIONELEMENTINSERT are not evaluated…
May 2, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips and Tricks: Upgrading to Planning Analytics for Excel 2.0.65 or later
As of version IBM Planning Analytics version 2.0.65, you can choose to either launch IBM Planning Analytics for Excel (PAx) as a single session (by double-clicking the .XLL file) or load it as an add-in (and have it available for all Excel…
March 21, 2023
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Beginning to Explore the Set Editor in Planning Analytics for Excel
The IBM Planning Analytics Set Editor is the equivalent to the TM1 Subset Editor for Architect and Perspectives, but with expanded functionality. Getting started with the set editor is as simple as double clicking on a dimension within your exploration. In this…