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IBM Cognos TM1

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 24

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 24

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

Understanding PVUs

October 3, 2019 by John Pra Sisto Leave a Comment

News & Events

“A Processor Value Unit (PVU) is a unit of measure used to differentiate licensing of software on distributed processor technologies (defined by Processor Vendor, Brand, Type and Model Number). IBM continues to define a processor, for purposes of PVU-based licensing, to be each processor core on a chip (socket).”

So what does this mean in English? Basically, a PVU is unit of measure assigned to various hardware chips that allows IBM to assess a licensing cost for the power of that machine. As the hardware for your On-Premise IBM Planning Analytics systems become more powerful, the cost to license that power goes up. PVUs are licensed for both Production and Non Production (dev/ test) environments so it is important to ensure that you have both up to date.

Why is this important?

PVUs change as hardware changes thus making it important to stay up to date in order to remain compliant with license guidelines. If you bought 200 PVUs for your system 5 years ago, it’s a safe bet that there has been a hardware refresh at some point since then. If this created an increase in hardware power you must increase your PVUs to pass an IBM audit. For many clients, PVUs become the forgotten license.

It’s easy to understand users. If you add more people to the system then you know to add user licenses, but PVUs tend to be passed over. It’s important to stay informed so you remain compliant.

How do you know what is needed?

PVUs are calculated and displayed here : IBM PVU Chart

They are the result of an IBM calculation based on three things:

  1. The Chip family
  2. # of sockets
  3. # of cores

Example:

For this example, let’s assume that you have the following hardware makeup;

TEST TM1 – (1) socket, (2) Core Intel Xeon CPU E5-2670 v3 – Total 2 cores

PROD-1 TM1 – (4) socket, (2) Core Intel Xeon CPU E5-2670 v3 – Total 8 cores

PROD-2 TM1 – (2) socket, (2) Core Intel Xeon CPU E5-2670 v3 – Total 4 cores

Based on this info and the PVU table below:

IBM Planning Analytics Tips & Tricks: Understanding PVUs

Test – 1 socket/2 cores = 70 PVUs per core or a total of 140 needed

Prod1 – 4 sockets/8 cores = 100 PVUs per core or a total of 800 needed

Prod2 – 2 sockets/4 cores = 70 PVUs per core or a total of 280 needed.

The total PVUs needed for Non Prod = 140

The total PVUs needed for Prod = 1080

PVUs are often an afterthought when thinking about licensing. It’s important to understand the need to maintain a current count in both your Prod and Non Prod environments or risk a large penalty if you are audited.

Home » IBM Cognos TM1 » Page 24

Filed Under: News & Events Tagged With: Analytics, Beyond Budgeting, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, TM1

IBM Planning Analytics Tips & Tricks: Cell Level Security Defaults

October 1, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know that you can have TM1 / Planning Analytics security always use your cell security definitions … even when the security definition cell is blank?

Values in a cell security cube override all other security. But if an intersection in the cell security cube is blank then, by default, other definitions such as cube, element and dimension security will be used.

In TM1 version 10.2, a new cube was created that allows you to override this approach. The cube is called }CubeSecurityProperties and it contains a setting called CELLSECURITYDEFAULTVALUE. The initial setting is blank, which allows the standard approach of “use the other definitions” to still apply.  However, you can change this approach by populating a value into the cube.

If you change the value in the }CubeSecurityProperties cube then all cells with an empty value in the cell security cube will use that setting. Values in the }CubeSecurityProperties cube can be set to NONE, READ or WRITE.

In the example below, blank cell security intersections will be set to READ

IBM Planning Analytics Tips & Tricks: Cell Security Defaults

When using this, be sure to think about any ripple effects associated with your existing security. For example, if you set a cube to READ then you will need to explicitly set cells to NONE that you don’t want users to see (whereas it may have already defaulted to NONE before the cube was populated).

This approach gives you more options to determine how cell security interacts with the rest of your security model.

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 Settings Editor

IBM Planning Analytics Tips & Tricks: Creating Dynamic, Attractive Dashboards

IBM Planning Analytics Tips & Tricks: Preventative Maintenance to Maximize TM1 Performance

Home » IBM Cognos TM1 » Page 24

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, TM1

New Video Series: IBM Planning Analytics Tips & Tricks

September 24, 2019 by Lisa Minneci Leave a Comment

Tips & Tricks

Every Tuesday we publish written blog posts sharing IBM Planning Analytics Tips & Tricks from our PSG team. Today, we’re adding to our tips & tricks with a series of videos!

Watch this short video from FP&A Technology Director, Lee Lazarow, to learn what regions are, and how and why you’ll want to use them in Planning Analytics.

You’ll see and hear Lee explain:

  • Why regions are different from comments
  • How to create regions
  • How to shrink and expand regions

The best part about regions is that they enable quick and easy navigation!

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 24

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

New Video Demo – Creating Dashboards in IBM Planning Analytics

September 18, 2019 by Lisa Minneci Leave a Comment

Video

In the third video of our series Creating a Cube in IBM Planning Analytics, Revelwood’s FP&A Technology Director, Lee Lazarow, demonstrates how to create a dashboard in IBM Planning Analytics. Watch this short video demo to learn how to create a dashboard from the sales cube built in the second video, using both a drag and drop methodology and Planning Analytics’ built-in wizard.

In this video, Lee demonstrates the results of sales commissions in the dashboard, as well as how to:

  • Change views
  • Create simplistic views of data for quick analysis
  • Visualize a set of numbers
  • Build different types of charts
  • Merge separate sets of data

Lee also demonstrates Planning Analytics’ built-in intelligence that shows which charts are best for your particular data.

Did you miss the first two videos in this series? Watch Creating Dimensions Planning Analytics and Creating a Cube in Planning Analytics.

Subscribe to our YouTube Channel and follow our playlist to watch the entire series How to Create a Cube in IBM Planning Analytics.

Home » IBM Cognos TM1 » Page 24

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

IBM Planning Analytics Tips & Tricks: Three Reserved Local Variables in TurboIntegrator

July 3, 2018 by Revelwood Leave a Comment

Tips & Tricks

This is a guest post from Revelwood’s Jay Apwah. 

Did you know that there are reserved local variables that you can use in TurboIntegrator scripts?

Reserved local variables are variables that do not need to be defined and are destroyed when the process finishes executing. This blog will describe three variables: Value_is_String, nValue, and sValue. You will not find these on the variables tab and you cannot re-define them, but they are accessible.  These three variables can be accessed within the Metadata or Data tabs of TurboIntegrator.

Value_is_String

This local variable can be used to test if the value of the data source cube view record that is currently being processed is a number. Value_is_String returns 0 (zero) if the value is a number. Otherwise, the value is a string.

NValue and SValue

In the variables tab of a standard TurboIntegrator process, you can define each variable as numeric or string. With this approach, however, you must set the variable type of the value to string. This is shown in variable #7 of the image below:

Example

In this example, assume the source view contains string and numeric measures. Rather than creating separate views that contain only numeric values or only string values, you can check to see if each value is a string or number. Line 7 in the image below shows an example of the check. Lines 8 and 10 show the appropriate functions and reserved variables to use. Note the distinction between sValue and nValue.

Reserved local variables in TurboIntegrator

In the variables tab, it was ok to set the variable type as string because TM1 knows that “sValue” means string and “nValue” means numeric and will therefore perform any required conversions.

As you can see, you can utilize the Value_is_String, nValue, and sValue local variables described above to create a more compact, efficient and less error-prone approach.

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!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: TurboIntegrator Logging

IBM Planning Analytics Tips & Tricks: New Parameters for TurboIntegrator

IBM Planning Analytics Tips & Tricks: Ensuring Cube Logging is Reset in TM1

Home » IBM Cognos TM1 » Page 24

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

Tech Bulletin: PAx Incompatibility Caused by Latest Microsoft Office Update

June 18, 2018 by Revelwood Leave a Comment

News and events

This is a technical bulletin from Revelwood’s Steve Ellis.

Did you know that the latest version of Microsoft Office 365 caused Planning Analytics for Microsoft Excel (PAx) to become unusable?  I will show you how to determine if you have been impacted and how to resolve this.

Root Cause:  This is not an issue with PAx.  This incompatibility was caused by the latest Microsoft Office update in May 2018.  IBM has logged the issue with Microsoft, and although Microsoft is working on a fix, there is not a resolution date at this time.

Symptoms:  After connecting, your Task Pane will appear completely grey.  You will not be able to navigate the Task Pane in any way.  Please see the image below that illustrates the issue:

PAx Incompatibility Caused by Latest Microsoft Office Update

Resolution:  You will need to revert your version of Microsoft Office 365 to the latest stable copy.  To do so, please follow the below directions:

  1. Turn off Automatic Excel Updates (File > Options > Update Options > Click “Disable Updates”)Learn about the PAx Incompatibility Caused by Latest Microsoft Office Update
  2. Open the Command Prompt as Administrator
  3. Paste this into the Command Prompt and then hit Enter:  cd %programfiles%\Common Files\Microsoft Shared\ClickToRun
  4. Paste this into command prompt and then Enter:  exe /update user updatetoversion=16.0.9029.2253

The above actions will revert your Microsoft Office 365 to the last stable version, and PAx will now work as intended.

Need help resolving this issue?  Revelwood is standing by and ready to assist you!  Please contact us at info@revelwood.com.

Home » IBM Cognos TM1 » Page 24

Filed Under: Tech Bulletins Tagged With: Analytics, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics

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