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IBM Planning Analytics Tips & Tricks

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…

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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…

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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…

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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…

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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…

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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…

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March 15, 2022

Tips & Tricks

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…

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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…

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March 1, 2022

Tips & Tricks

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…

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February 22, 2022


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