IBM Planning Analytics Tips & Tricks
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…
September 16, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Making Pivot Tables More Interactive
Pivot tables are one of the most powerful tools in Excel when working with data in IBM Planning Analytics. They allow you to quickly summarize, slice and analyze large amounts of financial information. But sometimes, the default filters can feel a bit…
September 9, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: MDX to Copy a View
As a model developer, it’s very important to have separate development and production environments that replicate each other as much as possible. This sometimes leads to a situation where you may need to create the same view in both environments. In situations…
August 26, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel Focus Cell
As you all know, Excel performs subtle formatting when you click on a cell to graphically show you both the row and column of your cell. For example, if I click on cell B3 then Excel will highlight the headers in column…
August 12, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Default Settings
Do you sometimes find yourself repeatedly changing your IBM Planning Analytics Workspace (PAW) settings within the view screen, the dimension editor screen, or other areas of PAW? Did you know that you can define your own defaults for many of these settings?…