IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Forecasting – Configuring the Forecast Settings
This is part one of a three-part series on IBM Planning Analytics new Forecasting feature. The new IBM Planning Analytics Forecasting feature allows you to quickly populate future time periods based on past data values. This feature is especially useful to prepopulate…
February 23, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Forecasting – Configuring the Time Dimension
The new IBM Planning Analytics Forecasting feature allows you to quickly populate future time periods based on past data values. This feature is especially useful to prepopulate a data set for you or your team to then adjust as you see fit.…
February 16, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Convert Existing View Directly to Reports
Did you know that Planning Analytics for Excel (PAx) provides the ability to convert an existing view directly to a report in Excel? Without opening the view as an Exploration, you can start building your report directly from the Task Pane. Just…
November 24, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAx Task Pane Workbook Tab
Did you know that Planning Analytics for Excel (PAx) automatically keeps track of the Planning Analytics objects you have open in an Excel workbook? Simply click on the Workbook tab of your Task Pane to view the list of Dynamic reports, Action…
November 17, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s CONCAT and TEXTJOIN Functions
Microsoft Excel has recently introduced a new version of the CONCATENATE function called CONCAT. The purpose is similar in that the new function still combines text from multiple ranges and/or strings. CONCAT will eventually replace CONCATENATE, but Microsoft has not released plans…
February 4, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s IFS Function
While the IF function has been around for a while now, IFS is new to Excel. This function checks whether one or more conditions are met and then returns the value associated with the first TRUE condition. The main objective of IFS…
January 21, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Maintaining Subset-Driven Consolidations
Did you know you can create a TurboIntegrator process to replace a TM1 feature? While the vast majority of TM1 features are still available in Planning Analytics, one feature that has been eliminated is the ability to automatically utilize subsets as consolidations…
September 10, 2019
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Best Practices for Hierarchies
Did you know IBM Planning Analytics hierarchies are used to see alternative data rollups in the same view? By default, all dimensions include a single hierarchy based on the original definition. Creating multiple hierarchies in a dimension is initially disabled in Planning…
June 25, 2019
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: The Benefits of Using Hierarchies
Did you know there are several benefits to using hierarchies in IBM Planning Analytics? Hierarchies are one of the additional features available in Planning Analytics. The main benefit of hierarchies is that they enable users to see alternative data rollups in the…