IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel MAXIFS and MINIFS
Many of you know that Excel’s MAX function will define the largest value within a range. And many of you also know that Excel’s SUMIFS function will allow you to merge IF checks into your sum formulas. But did you know that…
July 12, 2022

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Escape Character
Have you ever been in a situation where you have an element name with an apostrophe (or two) in IBM Planning Analytics? Examples of this might entail last names such as “O’Connor” or “O’Sullivan”? Although IBM best practices specify that the apostrophe…
July 5, 2022

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Dynamic Subsets Based on a Cube
Did you know you can use MDX to create dynamic subsets based on cube values in IBM Planning Analytics? In our example we will only show companies with net sales greater than 30,000,000 in the selected year. An MDX statement that can…
June 28, 2022

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel CubeDimensionCountGet Function
Have you ever written a TurboIntegrator process and needed to know how many dimensions are in a specific cube? Maybe you want to loop through each dimension to create a zero out view. You can do this by using the TABDIM function…
June 21, 2022

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Chart Multicolors
One of the visualizations in Planning Analytics is a column chart. This type of chart is a good way to compare items since all the lines are in proportion to each other. An easy way to create a column chart is to…
June 14, 2022

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: NumberToStringEx
IBM Planning Analytics has the ability to export data to flat files with the use of the ASCIIOUTPUT and TEXTOUTPUT functions. However, these two functions will only accept string variables. That means that numeric data will first need to be converted to…
June 7, 2022

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: WildcardFileSearch
Depending on your business process, you may need to load similar data from multiple files. One such example is loading headcount from different HR systems. This may be necessary if your company has gone through a merger. Another example is if you have forecast data…
May 31, 2022

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: Planning Analytics Workspace Visualization Axis
Did you know you are able to create custom axis labels for IBM Planning Analytics Workspace (PAW) visualizations? Below is a column visualization that shows periods on the x-axis and a net income amount on the y-axis. As you can see, a generic…