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…
September 13, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Data Integration and the Planning Data Source
Did you know that Workday Adaptive Planning integrations can use the metadata in Adaptive Planning as a part of the integration? It’s true! The process requires setting up the credential and setting up a data source for Adaptive Planning. You must have…
August 17, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Adding and Editing Connection URLs in Planning Analytics for Excel
Do you know how to add a new Connection URL or Edit an existing Connection URL in Planning Analytics for Excel? Here are the steps to follow: Adding a Connection URL Once Planning Analytics for Excel has been launched, go into the…
August 2, 2022
Workday Adaptive Planning Tips & Tricks
Workday Adaptive Planning Tips & Tricks: Data Integration and the Excel Spreadsheet Data Source
Did you know that Workday Adaptive Planning can use Microsoft Excel Workbooks as Data Sources for Data Integration? It’s true! The process is surprisingly simple if a few basic rules and steps are followed: Your column names, positions, and formatting should remain…
July 20, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Process Editor Function Help
Do you know how to use the function help button when developing processes in IBM Planning Analytics Workspace (PAW)? Within the scripting editor there is an fx button on the far-right hand side of the screen as seen below. When the button is pressed, a…
April 12, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Improve Workbook Performance
Did you know that defined name ranges can impact IBM Planning Analytics for Excel (PAx) report performance and the performance of Excel workbooks and worksheets themselves? It’s true! When workbooks are reused repeatedly for reporting purposes, defined worksheet names are stored within the…
March 22, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips and Tricks: Adding a user in Planning Analytics Workspace
Do you know how to add a user in IBM Planning Analytics Workspace (PAW)? The steps are detailed below. As an Administrator, navigate to the Administration Users and Groups page. You can get there from the home page as follows: Click the…
February 1, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: How to Download IBM Software
IBM has recommended a new IBM Planning Analytics Workspace patch to address the recently discovered Apache log4j vulnerability. Many of our clients have asked questions about how to download their software from IBM. Here are the basic steps you can take to download…
December 28, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Dimension Attribute Types
Did you know that IBM Planning Analytics dimensions can have defined types and that these defined types are necessary for certain Planning Analytics features to operate correctly? For example, the new predictive forecasting functionality within Planning Analytics Workspace (PAW) requires the use…