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IBM Cognos TM1

IBM Planning Analytics Tips & Tricks: Learn the Excel CELL Formula

December 3, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Excel is, and always will be, a powerful tool for the financial team. With so much power, there are many great Excel formulas that rarely get used. I recently had a situation where I wanted to easily replicate a sheet and have each sheet use an MDX expression that referenced a different dimension name. I wanted to use a formula to determine the sheet name and used the CELL function.

The CELL function returns information about a specific cell within an Excel file. The syntax of the function is

CELL( info_type, reference ) 

The info_type defines the type of information to be returned and reference is associated with a specific cell. Some examples of info_type include “col” to define the column, “row” to define the row, “address” to define the cell refence and “filename” to return the full path and filename of the workbook and the worksheet.

The resulting format of the info_type called filename is

path[workbook.xlsm]sheetname

I took the approach of naming the sheet with the same name as the dimension. For example, one sheet was called “Account” and another sheet was called “Company.” By using a combination of the FIND function, the MID function and the TRIM function I was able to isolate the sheet name.

=TRIM(MID(CELL("filename",A1),FIND("]",CELL("filename"))+1,99))

I created this formula in cell B10 and then used the result within my MDX expression.

="{ TM1DRILLDOWNMEMBER( { ["&B10&"].[Orphans] }, ALL, RECURSIVE ) }"

This approach allows me to replicate an Active Form report by simply copying the entire sheet and then renaming the new sheet to be the same as the dimension name.

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 Excel-related tips & tricks:

IBM Planning Analytics Tips & Tricks: Recalculating Excel Worksheets

IBM Planning Analytics Tips & Tricks: Workarounds for Unsupported Excel Functions in TM1 Web

IBM Planning Analytics Tips & Tricks: New Excel Feature – XLOOKUP

Home » IBM Cognos TM1 » Page 23

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Excel, Excel tips & tricks, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Revelwood, TM1

IBM Planning Analytics Tips & Tricks: Simplifying Dimension Maintenance

November 19, 2019 by Lisa Minneci Leave a Comment

Videos

Watch our latest IBM Planning Analytics Tips & Tricks video to learn how to simplify dimension maintenance in Planning Analytics. Once you master these easy techniques, you’ll be able to do all of your dimension maintenance from the Planning Analytics Workspace (PAW) administration screen.

In this video, Lee Lazarow, Revelwood’s FP&A technology director, demonstrates how to maintain your dimensions in PAW. Lee shows you how to move elements using both a standard drag-and-drop approach and a wizard-based approach. You’ll also see how to create new hierarchies and how to manipulate your dimension structure without going to a different screen.

By merging all aspects of a dimension together, you can do all your dimension maintenance from the PAW administration screen.

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!

Want to get our Planning Analytics Tips & Tricks delivered to your inbox every Tuesday? Sign up to get our weekly email of just the week’s tip!

Check out our IBM Planning Analytics Tips & Tricks video series:

Regions with Rules in IBM Planning Analytics

Bookmarking in IBM Planning Analytics

Snap Commands in IBM Planning Analytics

Pivoting & Selecting Shortcut in IBM Planning Analytics

Home » IBM Cognos TM1 » Page 23

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, Planning Analytics Tips & Tricks, Planning Analytics video, Planning Analytics Workspace, Revelwood, TM1, video

IBM Planning Analytics Tips & Tricks: PAx Control Objects

November 12, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

IBM Planning Analytics uses cubes to store metadata information such as security and attribute information. These automatically generated cubes are called control cubes (which I sometimes call “squiggle cubes”) and begin with a prefix of a right curly brace.

Server Explorer used a toggle approach within the View menu to allow users to either view or hide these cubes. Planning Analytics for Excel (PAx) also includes a toggle approach that can be used via the following steps:

1) Ensure that the task pane is showing by selecting the icon within the IBM Planning Analytics ribbon

IBM Planning Analytics Tips & Tricks: PAX Control Objects

2) Click on the icon for “show and hide”

Understanding PAx Control Objects - IBM Planning Analytics Tips & Tricks

3) Select the option for “show control objects”

How to use PAx Control Objects - IBM Planning Analytics Tips & Tricks

Once selected, the list of cubes will expand and will display the control cubes. This list can be controlled via cube security to limit which control cubes can be seen by the user.

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: Troubleshooting Planning Analytics for Excel (PAx)

IBM Planning Analytics Tips & Tricks: The Ranked Report

IBM Planning Analytics Tips & Tricks: The Replace and Close Feature in PAx

Home » IBM Cognos TM1 » Page 23

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, PAx, Planning & Forecasting, Planning & Reporting, Planning Analytics for Excel, TM1

IBM Planning Analytics Tips & Tricks: Learn How to Use the Pivoting and Selecting Shortcut

November 5, 2019 by Lisa Minneci Leave a Comment

Video

Our latest IBM Planning Analytics Tips & Tricks tutorial video explains how and why you should use the pivoting and selecting shortcut. In this short video, Revelwood’s FP&A Technology Director, Lee Lazarow, demonstrates how to pivot in exploration and select an element in one move – saving yourself a keystroke.

By combining these tasks into one single action, it’s now faster to navigate through your data!

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!

Watch more of Lee’s tips in our IBM Planning Analytics Tips & Tricks video series:

IBM Planning Analytics Tips & Tricks: Learn how to use Snap Commands in IBM Planning Analytics

IBM Planning Analytics Tips & Tricks: Bookmarks in IBM Planning Analytics Workspace

IBM Planning Analytics Tips & Tricks: Regions with Rules

Home » IBM Cognos TM1 » Page 23

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, demo, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, pivoting, planning analytisc tips & tricks, Revelwood, TM1, tutorial, video

IBM Planning Analytics Tips & Tricks: New Excel Feature – XLOOKUP

October 29, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know Excel has a new feature called XLOOKUP?

For those of you who read these blogs regularly, you know that much of the focus is placed on IBM Planning Analytics Tips & Tricks.  However, I periodically also like to pass along new information about other planning and reporting aspects that impact your day-to-day tasks.

The VLOOKUP function has been around since Excel released version 1.0 in 1985. While VLOOKUP is one of the most widely used functions in Excel, there are some limitations:

  • Finding an “approximate” match
  • How to easily add columns in the search range
  • Define a search value in the middle of the range (e.g., not as the first column)
  • Starting a search at the bottom of your list without having to re-sort the data table

Microsoft recently announced the addition of a new function called XLOOKUP that is designed to simplify the lookup approach while merging functions such as VLOOKUP, HLOOKUP, INDEX and MATCH into a single function. The function is written as:

XLOOKUP(lookup_value,lookup_array,return_array,[match_mode],[search_mode])

lookup value: the value you are looking for (the same as VLOOKUP)

lookup_array: the lookup column (the same as VLOOKUP)

return_array: the results column (the same as VLOOKUP)

match_mode: This is an optional parameter that determines what kind of match to find.  The options include an exact match, an exact match or the next smaller item, an exact match or the next larger item, or a wildcard search.

search_mode: This is an optional parameter that allows you to determine whether the search happens from first-to-last or from last-to-first.

This new approach will make searching easier by not having to repeatedly modify your search table while also adding new functionality for tasks such as looking up a tax rate within a range of results.

There are many instances where the inclusion of Excel functions can help further your analytics. XLOOKUP is just one example.

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!

Home » IBM Cognos TM1 » Page 23

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Beyond Budgeting, Budgeting, Budgeting Planning & Forecasting, Excel, Excel tips & tricks, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, new excel feature, Planning & Forecasting, Planning & Reporting, Revelwood, TM1, XLOOKUP

IBM Planning Analytics Tips & Tricks: Learn how to use Snap Commands in IBM Planning Analytics

October 22, 2019 by Lisa Minneci Leave a Comment

Tips & Tricks

IBM Planning Analytics has a feature, snap commands, that simplifies various routine tasks. In our latest IBM Planning Analytics Tips & Tricks video, Revelwood’s FP&A Technical Director, Lee Lazarow demonstrates how snap commands in Planning Analytics allow you to change computer jargon into natural language wording.

In this video, Lee takes you through an example looking at operating expenses. He explains how Planning Analytics has built-in intelligence that is smart enough to understand typos or give you a list of options.

Watch Snap Commands in IBM Planning Analytics and learn:

  • How to turn on snap commands in the Planning Analytics Workspace (PAW) ribbon
  • How to use simple snap commands
  • How to hide a column

Snap commands simplify Planning Analytics, making your life easier!

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!

Check out our IBM Planning Analytics Tips & Tricks video series:

Regions with Rules in IBM Planning Analytics

Bookmarking in IBM Planning Analytics

Home » IBM Cognos TM1 » Page 23

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, Beyond Budgeting, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, PAW, Planning & Forecasting, Planning & Reporting, Planning Analytics Tips & Tricks, Planning Analytics Workspace, snap commands, TM1

Revelwood Launches Report Conversion Service for Migrating Excel & TM1 Web Reports to PAx

October 17, 2019 by John Pra Sisto Leave a Comment

News & Events

Revelwood has launched a new Report Conversion service to help TM1 users to migrate their Excel and TM1 Web (Websheets) reports to Planning Analytics for Excel (PAx). Our service also helps TM1 users recreate their existing Excel or TM1 Web reports in PAx.

As with all the aspects of migrating from TM1 to Planning Analytics, there is a significant benefit to migrating existing reports to the new platform. The biggest of these benefits is improving performance. When you migrate to, or recreate these reports in PAx, you’ll also be able to take advantage of both Active Forms and MDX to make the new versions of your reports truly dynamic.

Migrating reports can be time-consuming. But it also presents the opportunity to review your report library and assess which reports you actually need and which ones you can retire. Rather than get overwhelmed with the prospect of assessing and moving your reports, let us help you.

Revelwood’s report conversion service consists of:

  • Conversion – We’ll convert your Excel reports from TM1 Perspectives to PAx. We’ll work with you to make sure the new reports look the way you want them to look, execute correctly, and render as Websheets where appropriate. We’ll use our own tools we’ve developed, specifically designed to streamline the conversion process. We’ll also make sure you have easy access to all the reports in your report library.
  • Optimization – Over time reports tend to become laden with too much information, or, on the flip slide, missing data elements. They also end up with hidden hard-coded values, errors, and performance issues. Our Report Conversion service includes automating and optimizing for accuracy and improved performance. You’ll save time and eliminate errors in your ongoing reporting process.
  • Rationalization – We’ll work with you to rationalize your reporting strategy. Together we’ll determine which reports you need and which reports can be combined to save time and effort. We’ll decide which reports need to be rendered in Planning Analytics Workspace (PAW) and accessed via a browser, instead of in Excel. We’ll also help you determine if Quick Reports and/or Explorations should be used instead of the traditional DBRW-style reports from TM1.
  • Education – We’ll make you self-sufficient in creating and maintaining PAx reports going forward! Our team will train you on PAx, with an emphasis on how to build well-designed, dynamic financial reports that leverage the best of both Planning Analytics and Excel.

Migrating your existing reports to Planning Analytics presents a unique opportunity to assess your reporting strategy, optimize and streamline your reports. Don’t just migrate your reports wholesale. Let us help you convert and make the most out of your reports.

Questions? Just drop me an email!

Home » IBM Cognos TM1 » Page 23

Filed Under: News & Events Tagged With: Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, PAW, PAx, PAx reports, Planning Analytics for Excel, Planning Analytics Workspace, report conversion services, Revelwood, TM1, TM1 Perspectives, TM1 web

IBM Planning Analytics Tips & Tricks: The New Set Editor

October 15, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

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

Home » IBM Cognos TM1 » Page 23

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Beyond Budgeting, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, planning analytics new features, TM1

IBM Planning Analytics Tips & Tricks Video: Bookmarks in IBM Planning Analytics Workspace

October 8, 2019 by Lisa Minneci Leave a Comment

Tips & Tricks

In our latest IBM Planning Analytics Tips & Tricks video, Revelwood’s FP&A Technical Director, Lee Lazarow explains and demonstrates how bookmarks work in IBM Planning Analytics Workspace (PAW). Bookmarks in PAW are quick and easy to use and make a big difference when navigating through many items in Planning Analytics.

Watch Bookmarking in IBM Planning Analytics and learn:

  • How to add or remove a bookmark
  • How bookmarks are used to quickly move to a certain spot
  • How bookmarks are used to go to a specific view

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!

Watch other videos in our IBM Planning Analytics Tips & Tricks series:

Regions with Rules in IBM Planning Analytics

Creating Dimensions in IBM Planning Analytics

Creating Dashboards in IBM Planning Analytics

Creating a Cube in IBM Planning Analytics

Home » IBM Cognos TM1 » Page 23

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, bookmkarking in PAW, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, planning analytics tips & tricks video, Planning Analytics video, Planning Analytics Workspace, TM1

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