IBM Planning Analytics Tips & Tricks
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…
August 18, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Subset Control Dimension
Did you know that dimensions exist within IBM Planning Analytics that display your model’s public subsets? A dimension called }Subsets_<Dimension Name> is automatically created when a dimension is created. The elements of this new dimension are dynamically updated as permanent public subsets…
August 11, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Pass Context
IBM Planning Analytics Workspace sheets allow users to add buttons. These buttons can be used to navigate to different sheets or books, or even run processes. But did you know you can “pass context” from one book to another? Before beginning, ensure…
August 4, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Change Connection used by Quick Report
When working with IBM Planning Analytics templates in Excel, there may be instances where you need to change the instance that the cube references to pull or send data. In Perspectives, updating the source was as simple as updating the first parameter…
July 28, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Edit Action Button
Action buttons in IBM Planning Analytics are a great utility that allow users to recalculate a sheet, navigate to another location, or run a TurboIntegrator process. As your models evolve, you may need to periodically revise your templates to maintain their functionality.…
July 21, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Comparing Sandboxes
Many of you know that you can create personal what-if scenarios in IBM Planning Analytics via the sandbox feature. This approach allows you quickly replicate an entire environment which includes all of the data, rules, input templates, and reports from your existing…
July 14, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Merge an Icon and a Button, Part 2
In an earlier post, I showed how to merge a button onto an image in IBM Planning Analytics to create an easy-to-navigate user experience. However, as a developer I may forget which images are just images and which images contain buttons. To…
July 7, 2020
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Merge an Icon and a Button, Part 1
User experience is an important factor when designing any system. One of the most important aspects of the experience is the ease in which users can navigate from one page to another. In situations where an IBM Planning Analytics Workspace (PAW) book…