IBM Planning Analytics Tips & Tricks
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…
March 15, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Stacked Rows in PAx
Have you ever converted a stacked Perspectives view into a Dynamic report? If so, you may have noticed the way Excel formats the outside of your stack. For example, if I use the Active Form button to send the following view to…
March 8, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PASS Version Numbering
IBM released version 73 of IBM Planning Analytics Spreadsheet Services (PASS), formerly known as TM1 Web, on February 10, 2022. This version includes a few design improvements associated with stylesheets and sorting. The main change, however, is associated with the version number. The February…
March 1, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel OFFSET Function
Have you ever wanted to reference a cell based on its placement compared to another cell? Maybe you want to create a formula where each cell looks at the value 2 columns to the right or maybe you want to compare a…
February 22, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAx – Rebuild Book vs Recreate Book
Are you familiar with the difference between the “Rebuild Book” button and the “Recreate Book” button in IBM Planning Analytics for Excel (PAx)? Both buttons are used to update the rows which appear on your Dynamic Reports and both buttons refresh the…
February 15, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Updating ODBC Connections for Multiple Processes
As of version 2.0.69 of IBM Planning Analytics Workspace (PAW), you are now able to update the ODBC connection for multiple TurboIntegrator (TI) processes at once. For prior versions, you would have needed to open each process to update the connection. To utilize…
February 8, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips and Tricks: Adding a user in Planning Analytics Workspace
Do you know how to add a user in IBM Planning Analytics Workspace (PAW)? The steps are detailed below. As an Administrator, navigate to the Administration Users and Groups page. You can get there from the home page as follows: Click the…
February 1, 2022
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: The SCAN Function
Have you ever needed to parse data by looking for a specific character within your source records? Maybe you want to filter an employee’s last name from a “Lazarow, Lee” or maybe you want to define the year from “12/25/2021”. All of…