• Skip to main content
  • Skip to footer
Revelwood Logo

Revelwood

Your SUPER-powered WP Engine Site

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • Solutions
      • Workday Adaptive Planning
      • IBM Planning Analytics
      • BlackLine
    • Services
      • Implementation Services
      • Customer Care
        • Help Desk
        • System Administration as a Service
      • Training
        • Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • Products
      • DataMaestro
      • LightSpeed
      • IBM Planning Analytics Utilities
  • How We Help
    • Workday Adaptive Planning Use Cases
    • IBM Planning Analytics Use Cases
    • BlackLine Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
  • Contact Us

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Beginning to Explore the Set Editor in Planning Analytics for Excel

 

September 13, 2022

By Marc Assenza

The IBM Planning Analytics Set Editor is the equivalent to the TM1 Subset Editor for Architect and Perspectives, but with expanded functionality.  Getting started with the set editor is as simple as double clicking on a dimension within your exploration.

Graphical user interface, application, Teams

Description automatically generated

In this example, I double clicked on the Company dimension.  Right away you can see that it is organized via a left and right pane where the left side represents what is available within the dimension and the right side shows what is currently selected, or the current set. 

Graphical user interface, application

Description automatically generated

The left side now contains two drop downs: one for hierarchies and one for members.  The members selection allows you to choose a series of pre-built categories along with existing subsets.

Graphical user interface, application

Description automatically generated
Graphical user interface, text, application, email

Description automatically generated

After selecting the members to be inserted into the current set, you can place them into the right side’s Current Set by simply clicking on the Insert button between the panes.  Click the “Apply and close” button your newly selected member(s) will show within your exploration.

Graphical user interface, application, Word

Description automatically generated

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Shortcuts in PAW Models

IBM Planning Analytics Tips & Tricks: Customizing Background Colors for Data and Header Cells

IBM Planning Analytics Tips & Tricks: Adding and Editing Connection URLs in Planning Analytics for Excel

Author

  • Marc Assenza
    Marc Assenza

    View all posts

    • Categories

      • Awards & Recognition
      • Financial Close & Consolidation
      • FP&A Done Right
      • IBM Planning Analytics Tips & Tricks
      • News & Events
      • Success Stories
      • Tech Bulletins
      • Workday Adaptive Planning Insights
      • Workday Adaptive Planning Tips & Tricks

    Popular Posts

    Authors

    Adam Riskin
    Adam Riskin
    Ailenette Cruz
    Ailenette Cruz
    Alex Goldman
    Alex Goldman
    Ben Alcock
    Ben Alcock
    Brian Combs
    Brian Combs
    Dave Miersch
    Dave Miersch
    Dillon Rossman
    Dillon Rossman
    Gary Leiffer
    Gary Leiffer
    John Pra Sisto
    John Pra Sisto
    Ken Wolf
    Ken Wolf
    Koury Reid
    Koury Reid
    Lee Lazarow
    Lee Lazarow
    Lisa Minneci
    Lisa Minneci
    Marc Assenza
    Marc Assenza
    Mary Luchs
    Mary Luchs
    Michelle Song
    Michelle Song
    Nina Inverso
    Nina Inverso
    Revelwood
    Revelwood
    Robert Nordhagen
    Robert Nordhagen
    Tara Byrnes
    Tara Byrnes
    Wesley DeMarco
    Wesley DeMarco

    Sign up for our newsletter

    Connect

Footer

Revelwood Overview

Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics
  • BlackLine

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

Contact:

25B Vreeland Road, Suite 111 Florham Park, NJ 07932
201.984.3030
info@revelwood.com

Copyright © 2023 · Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc.