• 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: The New Set Editor

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: The New Set Editor

 

Tips & Tricks

October 15, 2019

By Lee Lazarow

IBM Planning Analytics contains a new set editor that makes it easy to manipulate the elements in a subset. This approach allows you to quickly add a single element, add a group of elements, or replace an existing set of elements.

Once inside the set editor, you will see three buttons that are used to move elements from the left “selectable” side to the right “selected” side:

IBM Planning Analytics Tips & Tricks: PA Set Editor

The first step is to define the insertion approach. This approach allows you to enter a single element (member only) or a set of elements. These options include the following:

Using the IBM Planning Analytics Set Editor

Once an approach is defined, you can either append to the existing set or you can replace the existing set. Assume we start with the following layout:

How to use the IBM Planning Analytics Set Editor

Inserting the children of 2017 will result in the following set:

Learn how to use the IBM Planning Analytics set editor

This approach added the 2017 element and the immediate children to the existing set.

Replacing the children of 2017 will result in the following set:

Using the new set editor in IBM Planning Analytics

This approach removed the 2016 elements and replaced them with the immediate children of 2017.

This new approach in Planning Analytics will save you time by merging multiple steps into a single click.

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: PA Modeling – The Setting Editor

IBM Planning Analytics Tips & Tricks: PA Modeling – The Dimensions Editor

IBM Planning Analytics Tips & Tricks: The Planning Analytics Workspace Editor – Part I

IBM Planning Analytics Tips & Tricks: The Planning Analytics Workspace Editor – Part II

    • 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: Attributes, Accounts, Dimensions, Levels – What’s the Difference?

    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. 

Revelwood Named Adaptive Insights Gold S

Awards & Recognition

News & Events

Revelwood Launches Report Conversion Ser

News & Events