IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Correctly Sum Rounded Numbers in Excel
Almost everyone has created Excel reports that round numbers to the thousands or millions. With such reports there are sometimes situations where the displayed total does not match the displayed components. We can see the revenue sums correctly when looking at the natural…
May 25, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Using Charts and Data Series with Dynamic Reports
IBM Planning Analytics Workspace has several chart visualizations that you can use in place of Explorations. However, this functionality is not available in Planning Analytics for Excel (PAx). Excel has its own chart functionality, but it gets a bit tricky if we want to…
March 15, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Updating ODBC Connections for Multiple Processes
As of version 2.0.69 of IBM Planning Analytics Workspace (PAW), you are now able to update the ODBC connection for multiple TurboIntegrator (TI) processes at once. For prior versions, you would have needed to open each process to update the connection. To utilize…
February 8, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAx Writeback Mode
As of version 2.0.68 of IBM Planning Analytics for Excel (PAx), a new toggle was added to the IBM Planning Analytics ribbon that allows users to decide how DBRW formulas are treated when data is entered. Prior to version 2.0.68, this option was…
November 9, 2021
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Making Assets Accessible to Applications and Plans
When creating Applications and Plans in IBM Planning Analytics Workspace (PAW), PAW views, PAW books, and websheets can be assigned to guide each step of the business process. These objects are collectively called “Assets." Although these objects are available from PAW books, they…
May 25, 2021
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…
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…
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…
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…