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IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Converting Existing Applications

 

IBM Planning Analytics version 57 introduced applications and plans which let you organize Planning Analytics Workspace (PAW) assets such as books, view, and websheets into groups. These approaches allow you to group items together in sections (similar to a folder) or in steps…

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April 6, 2021

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Introduction to Apps and Plans

 

As of version 58 of IBM Planning Analytics Workspace (PAW), IBM introduced new features called Applications and Plans. These are meant to guide business processes by centralizing and organizing required tasks to make sure that all steps are completed in the correct…

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March 16, 2021

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Change Element Type in PAW

 

Most users of IBM Planning Analytics Workspace (PAW) are familiar with the dashboarding and reporting capabilities for front-end users. However, IBM has built-in features that allow administrators to manage their models from PAW as well. Managing the dimension structure is one such…

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December 22, 2020

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Asymmetric Axis in PAW

 

One of the helpful features of IBM Planning Analytics is the ability to create explorations using asymmetric axes. This is useful when you have stacked column or row dimensions, and only want to display certain combinations of elements instead of all combinations…

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December 1, 2020

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Change Connection used by Quick Report

 

When working with IBM Planning Analytics templates in Excel, there may be instances where you need to change the instance that the cube references to pull or send data. In Perspectives, updating the source was as simple as updating the first parameter…

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July 28, 2020

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Edit Action Button

 

Action buttons in IBM Planning Analytics are a great utility that allow users to recalculate a sheet, navigate to another location, or run a TurboIntegrator process. As your models evolve, you may need to periodically revise your templates to maintain their functionality.…

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July 21, 2020

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Bulk Load Template for Cubes with Indices

 

Do you have cubes in your IBM Planning Analytics (PA) model that allow for planning with line item detail? The struggle you may come across in creating a template in Excel that automatically loads to the next available line is that such…

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April 21, 2020


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