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IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks

How to Use Diff View in IBM Planning Analytics Workspace to Track TI Script Changes

 

Have you ever been in a situation where you have a long TI script and need to change a few lines. You plan out the steps, make the first change, get ready for the second, and then hear the phone ring.  After…

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April 14, 2026

IBM Planning Analytics Tips & Tricks

How to Handle Outliers in IBM Planning Analytics Predictive Modeling

 

Have you used Planning Analytics to generate a forecast and realized that your data might not be as clean as you wanted? Maybe the data is legitimately skewed, such as the massive swings that occurred during COVID. Or maybe the data has…

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March 24, 2026

IBM Planning Analytics Tips & Tricks

Celebrating Pi Day with Excel’s =PI() Function

 

As you know from reading my previous blogs (The Hidden Structure of 1/7 and Exploring Consecutive Squares with 9/16/25), I am a big fan of combining math with dates. This week allowed us to celebrate another math date! Pi Day (March 14th) was just…

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March 17, 2026

IBM Planning Analytics Tips & Tricks

Use the Planning Analytics AI Assistant for Smarter Data Analysis

 

Have you used Planning Analytics’ new AI functionality to analyze your existing models?  Maybe you have a chart that you want to get insights on, or maybe you have a set of data where you want to define outliers.  All this functionality…

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March 10, 2026

IBM Planning Analytics Tips & Tricks

The Fastest Way to Copy a Worksheet in Excel

 

Many Excel users copy worksheets by right-clicking on the tab, choosing Move or Copy, and then checking Create a copy. While that works, there’s a much faster way to duplicate a worksheet in seconds. Here’s the shortcut: 1. Hold down the Control…

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February 17, 2026

IBM Planning Analytics Tips & Tricks

How to Remove Duplicate Elements from an Existing Subset in Planning Analytics Workspace

 

Managing large datasets in IBM Planning Analytics Workspace (PAW) often means dealing with complex lists of elements—from thousands of SKUs to extensive customer databases. In this edition of our IBM Planning Analytics Tips & Tricks series, Lee Lazarow, IBM Planning Analytics Practice…

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February 3, 2026

IBM Planning Analytics Tips & Tricks

How to Create Picklists in Planning Analytics Workspace

 

Creating picklists in IBM Planning Analytics Workspace (PAW) is a simple yet powerful way to control user input and improve data consistency. In this edition of our IBM Planning Analytics Tips & Tricks series, Lee Lazarow, IBM Planning Analytics Practice Leader at…

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January 20, 2026

IBM Planning Analytics Tips & Tricks

Performance Monitoring in Planning Analytics Workspace

 

Keeping your IBM Planning Analytics environment running efficiently is critical as models grow, data volumes increase, and user activity expands. In this edition of our IBM Planning Analytics Tips & Tricks series, Lee Lazarow, IBM Planning Analytics Practice Leader at Revelwood, walks…

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January 6, 2026

IBM Planning Analytics Tips & Tricks

Linking Textboxes in IBM Planning Analytics Workspace

 

IBM Planning Analytics Workspace lets you create pop-out boxes in your books to make key numbers stand out. You can watch this tip in action in our “Make Numbers Pop with Linked Textboxes | IBM Planning Analytics Tips & Tricks from Revelwood” video. https://youtu.be/LcjGqeZ6KBc?si=LPaE3CnBdoL4SY20…

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December 16, 2025


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