IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Convert Existing View Directly to Reports
Did you know that Planning Analytics for Excel (PAx) provides the ability to convert an existing view directly to a report in Excel? Without opening the view as an Exploration, you can start building your report directly from the Task Pane. Just…
November 24, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAx Task Pane Workbook Tab
Did you know that Planning Analytics for Excel (PAx) automatically keeps track of the Planning Analytics objects you have open in an Excel workbook? Simply click on the Workbook tab of your Task Pane to view the list of Dynamic reports, Action…
November 17, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Alternative Row Formats for Excel Reports
In the early days of computing, printers often used paper that had alternating white and green areas which allowed the reader to easily follow a line of text across the page. This was known as “green bar” paper. While we no longer…
November 10, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Minimizing the Subset Area
Are your member names long and hard to see in the subset editor in IBM Planning Analytics? Does it get confusing to see both the available members and the current set at the same time? Both situations can be solved by hiding…
November 3, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Show Members
Did you know that while you are doing dimension maintenance, you can quickly view an element’s parents or children in IBM Planning Analytics Workspace (PAW) via a single click? Here's how you can do this: Step 1: Select the dimension to be…
October 27, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: An Approach to Strengthening your MDX Skills
Are you new to IBM Planning Analytics and looking for a good way to learn about the various commands associated with MDX? The Planning Analytics subset editor offers a great way to teach you about MDX expressions that can be used to…
October 20, 2020
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…