IBM Planning Analytics Tips & Tricks
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…
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…
December 16, 2025
IBM Planning Analytics Tips & Tricks
Linked Data Types in Excel
Excel supports Linked Data types, which are cells that connect to the internet and retrieve additional data. Excel contains a series of built-in linked data types such as Stocks, Currencies, and Geographies. These are found within the Data ribbon in Excel. Here…
December 2, 2025
IBM Planning Analytics Tips & Tricks
Previewing Changes on Bulk Updates in IBM Planning Analytics
Have you ever changed values from an IBM Planning Analytics for Excel (PAfE) exploration and wanted to confirm what is getting loaded into the model? You can do this by using the “Preview changes” link. Users can make multiple inputs into a…
November 18, 2025
IBM Planning Analytics Tips & Tricks
Accessing PAX Exploration Headers in Excel
Explorations are a great way to perform ad-hoc analyses in your IBM Planning Analytics for Excel (PAfE) environment. However, the title selections in the Exploration ribbon are not directly accessible. Here is an approach to access the title selections and make your…
November 4, 2025
IBM Planning Analytics Tips & Tricks
TM1SET Excel Formula
The TM1SET Excel formula is similar to the SUBNM formula except that TM1SET is hierarchy aware and has formula reference traversal. The syntax for TM1set is: TM1set(uri_identifier,serverName,dimensionName,hierarchyName,setExpression,selectedElement,sessionSetOut,activeDisplay,displayModeEnum) Follow these steps to build a file with the TM1SET formula. 1 – In a…
October 21, 2025
IBM Planning Analytics Tips & Tricks
The TRIMRANGE Excel Formula
Have you ever referenced an entire row or column and wondered if Excel is doing too much additional processing? If so, the TRIMRANGE formula can help! The TRIMRANGE formula makes your Excel file more efficient by removing extra rows and columns from…
October 7, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Learn the Excel Focus Cell
It’s easy to lose track of your active cell when working with large worksheets in Excel. Sure, you can always glance at the Name box in the upper-left corner to see the cell reference (for example, L19), but that’s not always convenient…
September 23, 2025
IBM Planning Analytics Tips & Tricks
Exploring Consecutive Squares in Today’s Date: 9-16-25
Sheldon Cooper may like to have fun with flags, but I prefer a different approach: fun with dates! In my periodic (and made-up) series, I previously wrote blogs about the use of Excel’s DATE function and about July 1. Today is September…