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IBM Planning Analytics Tips & Tricks: PAx – Rebuild Book vs Recreate Book

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: PAx – Rebuild Book vs Recreate Book

 

February 15, 2022

By Lee Lazarow

Are you familiar with the difference between the “Rebuild Book” button and the “Recreate Book” button in IBM Planning Analytics for Excel (PAx)?

IBM Planning Analytics Tips & Tricks: PAx - Rebuild Book vs Recreate Book

Both buttons are used to update the rows which appear on your Dynamic Reports and both buttons refresh the data within each row, but there are differences in the functionality of each button.

The Rebuild button is used to refresh the data and formatting definitions on your rows. Data refreshes entail the pulls from Planning Analytics and the calculations that result from the pulled data. This is also used when you update a value that impacts the data (for example, selecting a different month).

The Recreate button is used to recreate all content across the row. This is used when you initially create or update the structure and/or formulas within the report. The button will perform all data and formatting refreshes (just like the Rebuild button), but it will also recreate all content across the rows on the report.

So, what does this mean to you? A simple way to think about these buttons is to …

  • Use Rebuild when you want to update the data and/or formatting associated with your dynamic report.
  • Use Recreate when you change any formulas within the report. This includes any =TM1RPT formulas, any =DB formulas, or any Excel based formulas.

Both buttons are used to update information on your reports, but recreate button serves as more of a “developer” button whereas the rebuild button simulates a “user” button.

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!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: PAx Writeback Mode

IBM Planning Analytics Tips & Tricks: New PAx Feature – Double Click

IBM Planning Analytics Tips & Tricks: PAx Control Objects

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