• Skip to main content
  • Skip to footer
Revelwood Logo

Revelwood

Your SUPER-powered WP Engine Site

  • 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
      • Customer Care
        • Help Desk
        • System Administration as a Service
      • Training
        • Workday Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • Products
      • DataMaestro
      • LightSpeed
      • IBM Planning Analytics Utilities
  • How We Help
    • Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
  • Contact Us

IBM Cognos TM1

IBM Planning Analytics Tips & Tricks: The New Planning Analytics Admin Approach

December 17, 2019 by Lisa Minneci Leave a Comment

Video

In our latest IBM Planning Analytics Tips & Tricks video, Lee Lazarow, Revelwood’s FP&A Technology Director, shows you a new, single location in Planning Analytics where you can perform all your administrative tasks. This saves Planning Analytics admins time and simplifies your maintenance activities by enabling you to do all the tasks you would normally do through Windows services.

With this new approach to administration, Planning Analytics now combines server maintenance, database configuration and user definitions all into a single dashboard.

Watch this video to learn how to:

  • Get the status of your servers
  • Look at log files
  • Examine processes
  • Look at and control individual threads
  • Manipulate configuration settings, including your MTQ – multi-threaded querying setting

Planning Analytics new approach to administration saves you time and simplifies maintenance. This video will show you how to take advantage of this new feature.

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:

Dimension Maintenance in IBM Planning Analytics

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, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, Planning Analytics admin, Planning Analytics maintenance, TM1, video

IBM Planning Analytics Tips & Tricks: Rule Timestamps

December 10, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

TM1’s print report wizard still exists in Perspectives and many clients continue to use this approach. I recently came across an issue where a client wanted to “burst” a report and include a time stamp on a report that is being snapshot (e.g., set the cells to contain actual values and not TM1 functions that retrieve values).  Easy peasy … just use the =NOW function to generate a time stamp. Right?

Wrong. =NOW is not a TM1 formula. This means that the cell will not get converted and the timestamp would therefore refresh each time the report was opened/refreshed.

Ok, no problem. We can create a numeric value in a control cube that uses TM1’s NOW function. The time stamp will refresh each time the cell is referenced and we can then zap that value. Again, easy peasy. Right?

Wrong again! TM1 only refreshes numeric rules when the rule is re-processed. In order to keep updating the result (e.g., show the current time and date), the user would need to reprocess the rule each time.

Again, no problem. TM1 may not re-evaluate the numeric value, but it will re-evaluate a string rule like this each time the cell is queried. So we can just switch this into a string value and simply use a STR formula against the NOW command. Right?

Wait for it … wait for it …

Wrong once more! Remember that date stamps within TM1 and Excel vary by 21,916 days (well, maybe). As a result, we need to add these days to the formula. The end result gives us a formula that uses a combination of STR, NOW, 21916, lots of digits and decimals, and a trim of the wasted space.

IBM Planning Analytics Tips & Tricks: Rule Timestamps

… and this end result gives the client the ability to have a time stamp using a TM1 formula that can be snapshot and then converted into a date format!

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! Or, sign up to get our Planning Analytics Tips & Tricks delivered directly to your inbox!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: New Configuration Settings for Dates

IBM Planning Analytics Tips & Tricks: Writing Rules

IBM Planning Analytics Tips & Tricks: Rule Concepts that are Often Forgotten

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, Planning & Forecasting, Planning & Reporting, Revelwood, TM1, TM1 Perspectives

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

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 21
  • Page 22
  • Page 23
  • Page 24
  • Go to Next Page »

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

World Headquarters

Florham Park, NJ | 201 984 3030

European Headquarters

London & Edinburgh | +44 (0)131 240 3866

Latin America Office

Miami, FL | 201 987 4198

Email
info@revelwood.com

Copyright © 2025 · Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc.