IBM Planning Analytics Tips & Tricks: Creating Groups in PAW

September 22, 2020

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 dimension to be edited. This is done by either right clicking on a dimension and selecting the option to “Edit Dimension” or by dragging the dimension onto a sheet.

Step 2: Switch to member security mode. This is done by clicking the Member Security Mode icon:

Step 3: You can now modify groups by selecting the icon to either create or delete a group:

If you choose the option to create a group then you will be prompted for the group name.

How to create groups in IBM Planning Analytics Workspace

Once created, you can then set security by right clicking on the applicable areas:

Right click on the group name to define security for all elements within the group
Right click on a specific element to define security only for that element

This approach will save you time by allowing you to perform all aspects of dimension maintenance within a single area.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Author

Lee Lazarow

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