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IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Using the Subset Editor in Planning Analytics Workspace

 

December 12, 2023

By Revelwood

In the past, manipulating subsets in IBM Planning Analytics Workspace (PAW) involved a convoluted process of copying, creating new sets, and pasting elements. The subset editor solves this problem. The subset editor enables you to perform multiple tasks with a single click.

Watch this short IBM Planning Analytics Tips & Tricks video to see Lee Lazarow, Revelwood’s IBM Planning Analytics practice leader, demonstrate how to easily grab an element, its children, siblings, parents and descendants. 

Previously, manipulating subsets focused on the left side of navigation. Inserting elements or expanding to children or descendants was confined to this area, creating limitations in functionality. Planning Analytics, version 88, extended the subset editor’s manipulation functionality. Now users can easily expand or keep elements with a single click!

By right-clicking on an element, users can choose between options like “expand to” or “keep with.” This newfound flexibility allows for expanding to descendants, ancestors, parents, siblings, or any combination, all with a single click.

This new functionality makes the process of manipulating subsets more intuitive and efficient. You can easily work with children, siblings, parents, or any combination of them.

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: Planning Analytics Workspace (PAW) Region Expansion

IBM Planning Analytics Tips & Tricks: How to Determine when Users Logged in to Planning Analytics Workspace

IBM Planning Analytics Tips & Tricks: Excel Substitute Function

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