IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks Video: The Aggregate Function
Watch our latest IBM Planning Analytics Tips & Tricks video to learn about the aggregate function. Lee Lazarow, Revelwood’s FP&A Technology director, demonstrates this new function that allows you to summarize values that cannot be added up or averaged. You’ll see Lee…
October 13, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Sort Elements within a Subset
Did you know that there are two different ways to sort elements within a subset in IBM Planning Analytics? Below is an example of a subset which shows a standard time dimension: One approach sorts all elements either ascending or descending, regardless…
October 6, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Editing Chores While Active
Did you know that IBM Planning Analytics Workspace (PAW) allows you to edit chores while they are active? Perspectives required you to de-activate a chore, make your modifications, and then re-activate it. However, the two “bookend” steps of this approach have been…
September 29, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Creating Groups in PAW
Did you know that you can create new groups and delete groups directly in IBM Planning Analytics Workspace (PAW)? This is done within the dimension editor via the same screen that you use to edit dimensions and attributes. Step 1: Select the…
September 22, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks Video: Using Drag & Drop to Change Selector Elements in PAx Reports
In our latest IBM Planning Analytics Tips & Tricks video, Lee Lazarow, Revelwood's FP&A technology director demonstrates how to change selector elements within IBM Planning Analytics for Excel (PAx) using drag and drop functionality. This new feature enables you to do this…
September 15, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel LET Function
Have you ever created a formula that repeats another formula within a cell? Did you know that this repetition may be slowing down your reports? For example, you may have a report where you want to pull IBM Planning Analytics data and…
September 8, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Control Space
Have you ever been deep in thought while writing a rule or a process only to realize that you forgot the parameters for a specific command? IBM Planning Analytics Workspace (PAW) has solved this dilemma by giving you the ability to determine…
September 1, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: New PAx Feature – Double Click
IBM Planning Analytics for Excel (PAx) contains a task pane that shows the cubes within your model. Double clicking on a specific cube expands the information associated with the cube, including public views, private views, and the dimensions. Version 49 introduced a…
August 25, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Home Button
IBM Planning Analytics Workspace (PAW) offers an easy to use navigation menu that will quickly allow you to navigate to any open book. This is done by clicking on the menu at the top, center of your screen. Here is a sample…