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IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: New Filter Option in Set Editor

 

September 27, 2022

By Dillon Rossman

Did you know IBM Planning Analytics Workspace (PAW) update 76 introduced a new filter option in the set editor? Previously, you could create a filter or multiple filters and the set would show the members that meet the criteria for every filter. Now you can have the set show any member that matches any of the filters. 

Within the set editor, when you click filter you will now see two options, “Match all of the following” and “Match any of the following”.

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“Match all of the following” is the equivalent of what previously existed. “Match any of the following” is new functionality. For a simple example, I will try to filter this set to show months containing “Jan” or “Feb”. 

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Using the “Match all of the following” functionality this will return nothing because no month will contain “Jan” AND “Feb. 

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However, if I use the new “Match any of the following” functionality to search for members that contain “Jan” OR “Feb” I will get the results I am looking for.

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Revelwood has worked with IBM Planning Analytics / TM1 for more than 27 years. We’ve partnered with hundreds of companies on the design, development, maintenance and updates of IBM Planning Analytics applications, across every industry. Have a challenge with Planning Analytics / TM1? We can help you!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Excel DELET Function

IBM Planning Analytics Tips & Tricks: PAW Chart Show Totals

IBM Planning Analytics Tips & Tricks: Excel MAXIFS and MINIFS

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  • Dillon Rossman
    Dillon Rossman

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