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IBM Planning Analytics Tips & Tricks

Tips & Tricks

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…

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October 27, 2020

Tips & Tricks

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…

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October 20, 2020

Videos

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…

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October 13, 2020

Tips & Tricks

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…

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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…

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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…

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September 22, 2020

Video

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…

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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…

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September 8, 2020

Tips & Tricks

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…

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September 1, 2020


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