IBM Planning Analytics Tips & Tricks: How to Manipulate Case Used for Text

July 16, 2019

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 LAZAROW WROTE THIS

LOWER

Converts entire string to lower case

LOWER(‘Lee Lazarow wrote this’) becomes lee lazarow wrote this

CAPIT

Converts the first letter of each work to upper case

CAPIT(‘Lee Lazarow wrote this’) becomes Lee Lazarow Wrote This

But what if you only want to capitalize the very first character? You can do this by using these commands in conjunction with the LONG and the SUBST formulas.

Here is an example of a set of rules that show various ways to manipulate a text string.

IBM Planning Analytics Tips & Tricks: Rules for Capitalization

By combining formulas together in Planning Analytics, text can easily be manipulated in a variety of ways.

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!