IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: IFERROR
Did you know one of the great things about creating TM1 Web sheets is that you simply need to create an Excel sheet and then press a button called Publish? This will convert your Planning Analytics formulas into a web-based interface that…
July 30, 2019

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Rule Concepts that are often Forgotten
Did you know that rules are used in TM1 to perform live calculations without the need for any manual intervention or on-demand scripts? This is a very powerful aspect of Planning Analytics and, when used properly, increase the value of the tool…
July 23, 2019

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: How to Manipulate Case Used for Text
Did you know IBM Planning Analytics rules can be used to manipulate the case used for text? There are rules to change values into both uppercase and lowercase. UPPER Converts an entire string to upper case UPPER(‘Lee Lazarow wrote this’) becomes LEE…
July 16, 2019

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Ways to Stop a TI Process
Did you know there are two different ways to stop a TurboIntegrator script? The ProcessBreak command stops processing source data and proceeds directly to the Epilog. This approach allows you still run code in the Epilog that can perform tasks such as…
July 9, 2019

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Ways to Skip a Record Using a TI Process
Did you know there are two different ways to skip specific records when you are running TurboIntegrator scripts? ItemSkip is used to skip a specific record. This is often nested within an IF statement and used when you want to simply ignore…
July 2, 2019

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Best Practices for Hierarchies
Did you know IBM Planning Analytics hierarchies are used to see alternative data rollups in the same view? By default, all dimensions include a single hierarchy based on the original definition. Creating multiple hierarchies in a dimension is initially disabled in Planning…
June 25, 2019

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: How to Maintain a Hierarchy via a TurboIntegrator Process
Did you know it is best practice to maintain a hierarchy in Planning Analytics via TurboIntegrator (TI) process whenever possible? There are five key functions that can be used to do so. HierarchyExists(DimName, HierName) HierarchyExists is used to determine whether a specific…
June 18, 2019

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Troubleshooting Planning Analytics for Excel
Did you know there are some easy approaches to troubleshooting IBM Planning Analytics for Excel (PAx)? Given that PAx is an Excel add-in, sometimes things go wrong. Do you know the basic steps to take when a user says that PAx isn’t…
June 11, 2019

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: The Planning Analytics Workspace Rule Editor, Part 2
This is a guest post from Shane Bethea. Did you know there are new features in the IBM Planning Analytics Workspace (PAW) Rule editor that were not in the TM1 Rule editor? Even if you are familiar with writing rules in TM1,…