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IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: PAW Chart Show Totals

 

Tips & Tricks

July 19, 2022

By Dillon Rossman

One of IBM Planning Analytics’ purposes is to serve as an aggregation tool. As a result, many of your explorations consist of a series of base level elements plus a total. Here is an example of a simple exploration that shows details of a list of companies plus a total:

Table

Description automatically generated

This exploration can easily be converted into a pie chart by simply changing the visualization to a pie chart. Here is what the pie chart will look like:

Chart, pie chart

Description automatically generated

However, the concept of aggregations has now shifted into a detriment since the total will always appear as 50% of the chart! Planning Analytics Workspace (PAW) allows you to hide the totals by defining properties within each field of your chart. You can do this via the following steps:

  1. While in Edit mode, single click on your pie chart widget.
  1. Select the option for “Fields” at the top, right corner. Not all visualizations use fields, so this may appear blank if you have not yet converted your widget to a pie chart.
  1. Click the three vertical dots associated with the dimension that should not include totals. In my example, the segment is associated with the company dimension.
  1. Select the option to Hide Totals.

Once selected, the same pie chart will look like this:

Chart, pie chart

Description automatically generated

This approach will allow you to properly define when you want a total to appear, thereby making your chart results beneficial to the user.

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: Displaying Percentages on a Planning Analytics Workspace (PAW) Pie Chart

IBM Planning Analytics Tips & Tricks: PAW Pie Percent or Value?

IBM Planning Analytics Tips & Tricks: PAW Explorations – Row & Column Headers

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  • Dillon Rossman
    Dillon Rossman

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