IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel’s XMATCH Function
Have you ever wanted to search a list and define the position where it appears in the list? Maybe you want to know how many sales reps exceeded their quota or want to define how many products cost more than an approved purchase…
May 17, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Adding a New Entry to Index Cube via Dynamic Report
If your IBM Planning Analytics model contains a cube that uses an index or slot dimension, you may encounter a situation where you’ll need to create a template that will allow your users to add data to an unused index. Below is…
May 10, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel Workbook Stats
Have you ever wanted to know details about your existing worksheet or workbook such as the number of cells that contain data or the number of total sheets? In 2021, Microsoft Excel introduced a feature called Workbook Statistics that will provide details about…
May 3, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Visualization Value Labels
Do you know how to add value labels for Planning Analytics Workspace (PAW) visualizations? On the column visualization below, you can see the bars but you cannot see the exact amount of each column. To enable value labels, ensure that you are…
April 26, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Process Editor Function Help
Do you know how to use the function help button when developing processes in IBM Planning Analytics Workspace (PAW)? Within the scripting editor there is an fx button on the far-right hand side of the screen as seen below. When the button is pressed, a…
April 12, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Unhide Multiple Excel Sheets
As you know, an Excel workbook can consist of multiple sheets. There are many instances where you may want to hide some of the sheets. It’s very fast and easy to hide sheets, but Excel historically allowed you to unhide only one sheet at…
April 5, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Refresh PAW Visualizations Automatically
Did you know that you can have IBM Planning Analytics Workspace (PAW) visualizations refresh automatically? To enable this setting, first make sure you are in “Edit” mode within your PAW book. You can then click on your visualization then click “Properties” in the…
March 29, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Improve Workbook Performance
Did you know that defined name ranges can impact IBM Planning Analytics for Excel (PAx) report performance and the performance of Excel workbooks and worksheets themselves? It’s true! When workbooks are reused repeatedly for reporting purposes, defined worksheet names are stored within the…
March 22, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Using Charts and Data Series with Dynamic Reports
IBM Planning Analytics Workspace has several chart visualizations that you can use in place of Explorations. However, this functionality is not available in Planning Analytics for Excel (PAx). Excel has its own chart functionality, but it gets a bit tricky if we want to…