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…
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…
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.…
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…