• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Revelwood

Revelwood

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • SOLUTIONS
      • Workday Adaptive Planning
      • IBM Planning Analytics
      • BlackLine
    • SERVICES
      • Implementation Services
      • Advisory Services
      • Customer Care
        • Help Desk
        • System Admin
        • Performance Tune-Up
      • Training
        • Workday Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • PRODUCTS
      • DataMaestro
      • Lightspeed Planning & Reporting
      • IBM Planning Analytics Utilities
  • How We Help
    • Workday Adaptive Planning Use Cases
    • IBM Planning Analytics Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
    • User Groups
  • Contact Us

IBM Planning Analytics Tips & Tricks: Swap Rows & Selectors in Planning Analytics Workspace

You know that you can easily swap rows and selectors in an IBM Planning Analytics Workspace view, but did you know that you can also easily select the row that will become the selected elements? The following PAW view shows quarterly data for the Total Company. I can drag the Account dimension from the rows […]

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Swap Rows & Selectors in Planning Analytics Workspace

 

Tips & Tricks

February 19, 2019

By Lee Lazarow

You know that you can easily swap rows and selectors in an IBM Planning Analytics Workspace view, but did you know that you can also easily select the row that will become the selected elements?

The following PAW view shows quarterly data for the Total Company.

IBM Planning Analytics Tips & Tricks: Swap Rows in Planning Analytics Workspace

I can drag the Account dimension from the rows and place it on top of the Company dimension. This will swap the columns and will make the account selector into total operating expenses.

IBM Planning Analytics Tips & Tricks: Swap selectors in Planning Analytics Workspace
IBM Planning Analytics Tips & Tricks: Understanding how to swap rows & selectors

I can now select one of the account groups by clicking on the account dimension.

IBM Planning Analytics Tips & Tricks: Learn how to swap rows in Planning Analytics Workspace

But what if I knew in advance that I wanted to see rent by company? Planning Analytics allows you to perform the selection at the same time you are swapping the dimensions. This is done by dragging an element from the row onto the company dimension. If I click on the account row called “Rent” and drag that onto the Company dimension then the dimensions will still swap, but it will also be pre-populated with the element.

IBM Planning Analytics Workspace: Learn how to swap selectors in Planning Analytics Workspace
IBM Planning Analytics Tips & Tricks: Swapping rows in Planning Analytics Workspace

This approach allows you to analyze your data faster and easier by using less clicks.

IBM Planning Analytics 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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Creating Selectors in Planning Analytics Workspace

IBM Planning Analytics Tips & Tricks: Creating Buttons in Planning Analytics Workspace

IBM Planning Analytics Tips & Tricks: Synchronizing Selectors in Planning Analytics Workspace

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

    • Categories

      • Awards & Recognition
      • FP&A Done Right
      • IBM Planning Analytics Tips & Tricks
      • Modern Accounting
      • News & Events
      • Success Stories
      • Tech Bulletins
      • Workday Adaptive Planning Insights
      • Workday Adaptive Planning Tips & Tricks

    Popular Posts

    • Workday Adaptive Planning Tips & Tricks: The Formula Assistant – How To, Where & Why
    • Workday Adaptive Planning Tips & Tricks: Templates
    • IBM Planning Analytics Tips & Tricks: Troubleshooting Planning Analytics for Excel
    • Workday Adaptive Planning Named a Leader in Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions 2020
    • Workday Adaptive Planning Tips & Tricks: Excel Reporting Using a Report Template

    Sign up for our newsletter

    Connect

    Authors

    • John Pra Sisto
    • Revelwood
    • Adam Riskin
    • Ailenette Cruz
    • Brian Combs
    • Dave Miersch
    • Dillon Rossman
    • Gary Leiffer
    • Ken Wolf
    • Koury Reid
    • Lee Lazarow
    • Lisa Minneci
    • Marc Assenza
    • Mary Luchs
    • Michelle Song
    • Nina Inverso
    • Summer Jeter
    • Tara Byrnes
    • Thanh Chau
    • Wesley DeMarco

Footer

Revelwood Overview

Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics
  • BlackLine

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

Contact:
25B Vreeland Road, Suite 111
Florham Park, NJ 07932

201.984.3030
info@revelwood.com

© Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc. 

Awards & Recognition

Revelwood Named Adaptive Insights Partne

Awards & Recognition

FP&A Done Right

FP&A Done Right: The Flexibility of

FP&A Done Right