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IBM Cognos TM1

IBM Planning Analytics Tips & Tricks: ASCIIOUTPUT

November 5, 2024 by Revelwood

Tips & Tricks from Revelwood

One of our recent IBM Planning Analytics Tips & Tricks videos and blog posts focused on IBM Planning Analytics file manager, and how it can be used to export files. With IBM Planning Analytics, version 12, you can use that approach. But you can also still use ASCII output to create files.

The change with version 12 is that the output path is going to be a little different. Watch Lee Lazarow, Revelwood’s IBM Planning Analytics practice leader, explain how to use ASCII output in version 12.

Lee shows you how to:

  • Modify a TurboIntegrator script for specific paths
  • Create new folders with ASCII output

You’ll also learn the pros and cons of automatic folder creation.

Revelwood is an IBM Gold Business Partner with 25+ years of experience designing, developing, implementing and maintaining IBM Planning Analytics environments. Revelwood has helped clients in all sizes across all industries optimize and grow their use of Planning Analytics. Revelwood’s Planning Analytics team consists of experienced PA experts, including a multi-year IBM Champion.

Stay up to date with PA – sign up for our weekly Planning Analytics Tips & Tricks newsletter, subscribe to our YouTube channel, and join our IBM Planning Analytics All-Stars group on LinkedIn.

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Upcoming Changes to Planning Analytics

IBM Planning Analytics Tips & Tricks: PAW Explorations and MDX

IBM Planning Analytics Tips & Tricks: New Videos

Home » IBM Cognos TM1 » Page 3

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

IBM Planning Analytics Tips & Tricks: Upcoming Changes to Planning Analytics

October 29, 2024 by Revelwood

In a recent webinar, Understanding the Migration from Legacy TM1 to Planning Analytics, we dove deep into some significant upcoming changes in IBM’s Planning Analytics environment, focusing on how these changes will affect both cloud and on-premise users. Here’s a breakdown of the key points discussed:

Why are these changes happening?

IBM is evolving its Planning Analytics ecosystem, with a primary shift coming for cloud customers. IBM has stated that, effective November 16, 2024, the Rich Tier desktop will no longer be accessible to Cloud Modelers. 

If you’re on-premise, the current version (2.0.9.x) has an end-of-support date in April 2025. The supported versions beyond that will no longer include these legacy tools, aligning on-premise with the changes in the cloud environment.

Planning Analytics Legacy Tools

The legacy tools, as described in the webinar, include familiar names like Architect, Perspectives, and Performance Modeler, among others. These tools have been integral to the work of many organizations for years. However, due to the evolution of the technology and the shift to new REST API calls (which aren’t fully compatible with the older APIs), these tools are being deprecated.

The Shift to New Tools: Planning Analytics Workspace (PAW) & Planning Analytics for Excel (PAfE)

As IBM phases out these legacy tools, they are being replaced by PAW and PAfE (formerly PAx).

  • PAW: This is the new web-based interface that will handle everything from reporting and input to development and administration. It’s a one-stop-shop for users in the new environment.
  • PAfE: If you’ve been using Excel for your reporting and input, you’ll transition to PAfE, a tool that’s deeply integrated with Excel but supports the new Planning Analytics features.

What does this change mean for you?

The removal of the legacy tools is not just a cosmetic change. It will fundamentally alter how users interact with IBM Planning Analytics. While the tools themselves are being replaced, the approach you take will also shift:

  1. 1. Legacy Environment: In the old setup, web tools (like TM1 Web) were mainly consumer-based—used for reporting and data input—while Perspectives and other Excel tools were multipurpose, handling reporting, input, development, and administration.
  2. 2. New Environment: In the new world, IBM flips this model on its head. Excel/PAfE will now be used primarily for reporting and input, while PAW will handle everything, including developer tasks and administration. This shift in usage may feel daunting, but it centralizes more complex tasks into a powerful, web-based interface.

Cloud vs. On-Premise: What’s the difference?

  • Cloud users will experience the most immediate and direct impact. Since IBM controls cloud infrastructure, the transition will be more abrupt—“deprecated” in the cloud means these tools will be removed entirely.
  • On-premise users will also need to make the switch but can do so at their own pace. While the tools will no longer be supported, you’ll still have access to them for a while. However, it’s worth planning for the future, as staying on unsupported versions isn’t sustainable.

What’s Next?

While change is always challenging, this transition brings many advantages. The newer tools (PAW and PAx) are better integrated with modern technologies, offering greater flexibility, improved performance, and a more seamless user experience.

For organizations, the key takeaway is to start planning now. Whether you’re on the cloud or on-premise, this shift is coming, and adapting early will ensure a smoother transition. Understanding the new tools, retraining staff, and updating workflows will be essential to staying ahead of the curve.

The deprecation of legacy tools in IBM Planning Analytics marks the end of an era, but it also signals the start of something new and more advanced. While the transition might seem overwhelming at first, these updates position your organization for a more scalable, efficient, and future-proof analytics environment.

Stay tuned for further announcements and updates from IBM and consider reaching out to us at info@revelwood.com for personalized guidance on how to best prepare for these changes.

Revelwood is an IBM Gold Business Partner with 25+ years of experience designing, developing, implementing and maintaining IBM Planning Analytics environments. Revelwood has helped clients in all sizes across all industries optimize and grow their use of Planning Analytics. Revelwood’s Planning Analytics team consists of experienced PA experts, including a multi-year IBM Champion.

Stay up to date with PA – sign up for our weekly Planning Analytics Tips & Tricks newsletter, subscribe to our YouTube channel, and join our IBM Planning Analytics All-Stars group on LinkedIn.

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: PAW Explorations and MDX

IBM Planning Analytics Tips & Tricks: New Videos

IBM Planning Analytics Tips & Tricks: File Manager

Home » IBM Cognos TM1 » Page 3

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: IBM, IBM Cognos TM1, IBM Planning Analytics, Planning Analytics, TM1

IBM Planning Analytics Tips & Tricks: PAW Explorations and MDX

October 22, 2024 by Lee Lazarow

Have you wanted to learn how to use MDX to create a VIEW, but are not sure where to start? A great way to learn is by looking deeper into one of your PAW explorations.

The “Edit MDX” button can be used to show the expression associated with your PAW view.

In addition to using the resulting screen to see the expression, PAW allows you to edit the expression … and therefore change your view.

For example, I can update the last line of the expression below to change the EUR result into a USD result.

A screenshot of a computer code

Description automatically generated

Not only will this approach help you learn MDX, but it will allow you to easily change the results without having to use the subset editor.

Interested in learning more about using MDX? Watch our webinars:

  • How to use MDX in your Planning Analytics Environment, Part 1 (for beginners)
  • How to use MDX in your Planning Analytics Environment, Part 2 (for advanced users)

Revelwood is an IBM Gold Business Partner with 25+ years of experience designing, developing, implementing and maintaining IBM Planning Analytics environments. Revelwood has helped clients in all sizes across all industries optimize and grow their use of Planning Analytics. Revelwood’s Planning Analytics team consists of experienced PA experts, including a multi-year IBM Champion.

Stay up to date with PA – sign up for our weekly Planning Analytics Tips & Tricks newsletter, subscribe to our YouTube channel, and join our IBM Planning Analytics All-Stars group on LinkedIn.

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: New Videos

IBM Planning Analytics Tips & Tricks: File Manager

IBM Planning Analytics Tips & Tricks: PAW Process Indent Script Button

Home » IBM Cognos TM1 » Page 3

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: IBM, IBM Cognos TM1, IBM Planning Analytics, MDX, Planning Analytics

IBM Planning Analytics Tips & Tricks: New Videos

October 8, 2024 by Revelwood

This summer we released several new IBM Planning Analytics Tips & Tricks videos. Here’s a recap of those videos and what you can learn from them.

IBM Planning Analytics Tips & Tricks: ASCIIOUTPUT

IBM Planning Analytics version 12 lets you use a file manager to export files using ASCII output. One of the biggest benefits of exporting files using ASCII is reduced code complexity. In this video, Lee Lazarow, Revelwood’s IBM Planning Analytics Practice Lead, shows you how to do this.

IBM Planning Analytics Tips & Tricks: Create Database

IBM Planning Analytics version 12 has a database creation wizard that makes creating new Planning Analytics databases very simple. All you need to do is fill out a couple of parameters. Watch Ivan Cepero demonstrate how easy it is to create a database.

IBM Planning Analytics Tips & Tricks: High Availability

IBM Planning Analytics version 12 has a concept called high availability. This is a way to have the engine manage multiple replicas of the database all in parallel. High availability works when a user sends in a request, changes a data point, runs a TurboIntegrator script, or does some processing. The request is sent to a replica of the database. The replica is called the leader. The leader makes all the changes. The other replicas apply the changes. Learn more from Lee Lazarow about high availability.

IBM Planning Analytics Tips & Tricks: Backups 

This tip & trick video explores how backups work in IBM Planning Analytics version 12 in the cloud. In version 12, backups only run on active databases and cannot be performed on stopped ones. This applies to manual backups as well. Watch Ivan Cepero explain more about backups in version 12.

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: File Manager

IBM Planning Analytics Tips & Tricks: PAW Process Indent Script Button

IBM Planning Analytics Tips & Tricks: PAW Workbench Go To Rule

Home » IBM Cognos TM1 » Page 3

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: IBM, IBM Cognos TM1, IBM Planning Analytics, Planning Analytics

IBM Planning Analytics Tips & Tricks: PAW Process Indent Script Button

September 24, 2024 by Lee Lazarow

One of my favorite development quotes is from a man names Martin Fowler. He said, “Any fool can write code that a computer can understand. Good programmers write code that humans can understand.”

There are many ways to approach the definition of “understand.” One of my favorite ways is to use a simple indenting approach. Specifically, when writing IF statements and WHILE loops I like to indent the code within the section. A few spaces of indentation will allow you to quickly scan sections to determine where an area starts and ends.  

But what happens in a situation when you inherit someone else’s TurboIntegrator process, and the original coder did not use this approach? IBM Planning Analytics Workspace (PAW) offers a one-click solution that will insert the applicable indents for you.

The “Indent Script” icon will make your code more readable by indenting IF statements, nested IF statements, and WHILE loops.

Here is some sample code that does not include any indenting:

A screen shot of a computer code

Description automatically generated

This code is somewhat hard to read since you cannot quickly define where the IF starts and ends. A single click of the “indent script” button changes the code to look like this:

A screenshot of a computer code

Description automatically generated

Not only did PAW automatically indent the components of the IF statement, but it also created a second level of indentation associated with the nested IF.

This simple approach will allow you to make your rules easier to navigate and read when scrolling through many lines of code.

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: PAW Workbench Go To Rule

IBM Planning Analytics Tips & Tricks: VSTACK_HSTACK

IBM Planning Analytics Tips & Tricks: Slow-Performing Scripts

Home » IBM Cognos TM1 » Page 3

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: IBM, IBM Cognos TM1, IBM Planning Analytics, Planning Analytics, TM1

IBM Planning Analytics Tips & Tricks: PAW Workbench Go To Rule

August 27, 2024 by Lee Lazarow

Have you ever referenced a view in an IBM Planning Analytics workbench and then realized that you also want to look at the rules associated with the cube? You can do this by referencing the left side navigation to scroll through the list of cubes or using the option to show the cube in the data tree, opening the list of components, and then clicking on the rule to open it.

But did you know that there was a quicker way? The “Cube Rules” icon will open the rule as a new tab via a single click from your exploration.

Once opened, you can then move and resize your tabs to show both the view and the rule at the same time.  

This navigational approach saves you development time by performing multiple steps with 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: VSTACK_HSTACK

IBM Planning Analytics Tips & Tricks: Slow-Performing Scripts

IBM Planning Analytics Tips & Tricks: Converting a Manual Process to TurboIntegrator Scripts

Home » IBM Cognos TM1 » Page 3

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

IBM Planning Analytics Tips & Tricks: VSTACK_HSTACK

July 30, 2024 by Ivan Cepero

In a previous blog, I wrote about the ability to convert a list into a set of smaller lists (create a link to the WRAPCOLS blog). But what if you wanted to do the opposite? What if you wanted to merge a set of smaller ranges into a single range?  Excel’s VSTACK and HSTACK formulas are an easy way to combine several non-contiguous ranges into one range.

The syntax of the VSTACK formula is:

=VSTACK(array1,array2,…)

  • Each array parameter represents a range to be stacked

Using the following data as an example:

A screenshot of a computer

Description automatically generated

We can stack both ranges on top of each other using the following formula:

=VSTACK(A1:D4,A9:D11)

A screenshot of a data

Description automatically generated

This example was relatively simple since both ranges have the same number of columns. However, if one range has less columns then each cell mismatch will generate an error. For example, taking all three columns of the first data set but only two columns from the second data set will generate this result:

=VSTACK(A1:D4,A9:B11)

A screenshot of a table

Description automatically generated

We can remove the errors by nesting the VSTACK within an IFERROR formula:

=IFERROR(VSTACK(A1:D4,A9:B11),””)

We can also use the HSTACK formula if you prefer to append your data horizontally instead of vertically.

A screenshot of a computer

Description automatically generated

To combine both these tables into one table, this HSTACK formula will do the trick:

=HSTACK(A1:D4,G1:I4)

A screenshot of a table

Description automatically generated

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: Slow-Performing Scripts

IBM Planning Analytics Tips & Tricks: Converting a Manual Process to TurboIntegrator Scripts

IBM Planning Analytics Tips & Tricks: PAW Enter Members Feature

Home » IBM Cognos TM1 » Page 3

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: IBM Cognos TM1, IBM Planning Analytics, IBM Planning Analytics Tips & Tricks, Planning & Forecasting, TM1

IBM Planning Analytics Tips & Tricks: Slow-Performing Scripts

July 16, 2024 by Revelwood

Tips & Tricks from Revelwood

This post is the latest post in our new blog series: How We Solve Problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: An accounts receivable provider that offers collection and contact center services.  

Planning Environment: IBM Planning Analytics

Problem: This client had a very large model that led to slow-performing scripts and reports. Revelwood analyzed their model and determined that much of the data was associated with historical information that was no longer needed. This included multiple versions of plans dating back to 2015. 

How We Helped: Revelwood worked with our client to determine an asymmetrical approach to removing data (example: keep three years of budget data, one year of forecast data and remove all historical reforecast data) and reordering the dimensions in the model. These changes reduced the four largest cubes from 56% to 70% and removed more than 8.5GB of memory. This optimization led to faster reports calculated in seconds instead of minutes.

Do you have a challenge with your Planning Analytics environment? Let us tackle the problem!

Send us a quick email!

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

IBM Planning Analytics Tips & Tricks: Converting a Manual Process to TurboIntegrator Scripts

July 2, 2024 by Revelwood

This post is the latest post in our new blog series: How We Solve Problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: A financial services company specializing in retirement and life insurance.

Planning Environment: IBM Planning Analytics

Problem: Their business process included allocating summary quarterly forecast data to a more detailed level. When looking at months and the other dimensions, there were over 200 trillion possible target combinations. The process was performed manually and took two days to consolidate the source data, perform the allocation calculations in Excel and load the results into Planning Analytics.

How we Helped: We converted the full process into automated TurboIntegrator scripts that took under 10 total minutes to run.  

Do you have a challenge with your Planning Analytics environment? Let us tackle the problem! Send us a quick email!

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Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: IBM Cognos TM1, IBM Planning Analytics, Planning & Reporting, TM1

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