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IBM PAW

IBM Planning Analytics Tips & Tricks: Home Page Refresh

April 27, 2021 by Dillon Rossman Leave a Comment

Did you know that the home page has received a major refresh in IBM Planning Analytics Workspace (PAW) update 57?  

Previous versions of PAW contained a lot of unused space and the look and feel changed as you moved from the home page to various pages. In PAW update 57 and beyond, the home page has been redesigned to contain a more consistent and screen friendly layout.

  • The top of the page entails a “Quick Launch” section, which includes a button for the new feature called “Applications and Plans.”
  • The bottom section of the page allows users to view any existing applications, with additional navigation for any recently used or favorited PAW items.
  • The left side of the screen contains a new toolbar which replaces the old PAW home navigation to any shared, personal, or user specific books.
IBM Planning Analytics Tips & Tricks: Home Page Refresh

This new layout is consistent throughout the PAW environment as you navigate from the home page to the various other pages, which results in a home page that utilizes space more effectively and provides a much cleaner user experience.

IBM Planning Analytics, powered by TM1, is full of new features and functionality. Need advice? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. We post new Planning Analytics Tips & Tricks weekly in our Knowledge Center and in newsletters!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Introduction to Apps and Plans

IBM Planning Analytics Tips & Tricks: Administration Page Layout

IBM Planning Analytics Tips & Tricks: Database Administration

Home » IBM PAW » Page 2

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: enterprise performance management, Financial Performance Management, IBM Cognos TM1, IBM PAW, IBM Planning Analytics, IBM Planning Analytics Workspace, IBM Planning Analytics Workspace home page

IBM Planning Analytics Workspace (PAW) Version 2.0.57 Release

October 16, 2020 by Lee Lazarow Leave a Comment

Tech Bulletins

IBM recently released Version 2.0.57 of Planning Analytics Workspace (PAW). Version 2.0.57 is currently offered as a local-only release and will soon be available on the cloud (as version 2.0.58). This update contains many significant changes, including both new functionality and a different look and feel.

Some of these changes include:

Overall Interface

An updated Planning Analytics Workspace user interface provides a more consistent experience with other IBM products. This includes a new home page that is customized for your role within PAW and new icons that can be used to simplify the user experience.

Planning Analytics Workspace_v2.0.57

Predictive Forecasting

The introduction of Predictive forecasting allows you to easily model trends, seasonality, and time dependence in your data. If you are familiar with time series modeling then you can view details associated with the model type, model parameters, and accuracy measures. If you are not familiar with time series modeling, then AI driven model selection and tuning will assist you. The resulting data will provide both forecasted values and confidence boundaries.

IBM Planning Analytics Workspace (PAW) v2.0.57

New Organizational Approaches

Applications help you easily group together PAW assets such as books, views, and websheets. This approach can be used to help you organize assets in ways related to the structure of your organization. This is like the legacy Applications folder that exists in TM1.

IBM releases Planning Analytics Workspace v2.0.57

New Workflow Approaches

Plans allow an administrator to create a step by step walk through of your business processes. This will help end users better understand and follow the steps within your process. This will also minimize the times for users to find their required reports and templates.

Learn about IBM Planning Analytics Workspace (PAW) v2.0.57

Book and Visualization Improvements

New properties and drag-and-drop approaches give you more control over the objects within a book while still offering an easy way to create each component. IBM has also expanded the available set of visualizations, including the addition of waterfall charts and multi-line column charts.

Get info on IBM Planning Analytics Workspace (PAW) v2.0.57

Updated Administration

An updated administration page allows you to quickly see an overview of your databases, users, and groups on a single page.

Understanding IBM Planning Analytics Workspace (PAW) v2.0.57

The Ability to Enable the New Features

Version 58 will allow administrators and users to preview the new features.  Administrators will be able to enable preview mode and users will be able to “Return to Classic Experience.” Books created in the classic experience can be opened in the new experience and users can then use a “Save As” approach to update books with the new features.

Tech Bulletin: IBM Planning Analytics Workspace (PAW) v2.0.57

Further details about these new items can be found on IBM’s website.

If you have questions or would like to speak with us about these changes, please contact John Pra Sisto at jprasisto@revelwood.com.

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Filed Under: Tech Bulletins Tagged With: Financial Performance Management, IBM Cognos TM1, IBM PAW, IBM PAW v 2.0.57, IBM planning analytics tech bulletin, IBM Planning Analytics Workspace, IBM Planning Analytics Workspace v 2.0.57, lee lazarow, Revelwood, tech bulletin, TM1

IBM Planning Analytics Tips & Tricks: Merge an Icon and a Button, Part 1

June 30, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

User experience is an important factor when designing any system. One of the most important aspects of the experience is the ease in which users can navigate from one page to another.

In situations where an IBM Planning Analytics Workspace (PAW) book has multiple sheets, the navigation is as easy as clicking on the applicable sheet at the top of the page (just like you would do in Excel). However, in situations where there are multiple books, the navigation may require the use of a button.

Buttons are easy to create via the icon at the top of the screen.

IBM Planning Analytics Tips & Tricks: Merge Icon and Button Invisible

The resulting button appears as a rectangle and can be formatted to change things such as the text, the color and the border.

Merge an icon in IBM Planning Analytics

But did you know that you can make your own button by merging an image with a button? For example, maybe you want a “home” button that looks like a house. You can do this by using an image from the shapes icon and formatting it to your desired color and size.

Learn how to merge an icon and a button in IBM Planning Analytics

You can then drag a button on top of the image.

IBM Planning Analytics: Learn how to merge an icon and a button

By changing the text to a blank value, the button becomes “invisible.” Users will then be able to click on the house to navigate back to the home page.

This approach offers an easy way to create an good user experience for navigation throughout your PAW books.

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: Create New Books with the Diamond Icon

IBM Planning Analytics Tips & Tricks: Using Words and Numbers Together

IBM Planning Analytics Tips & Tricks: The Data Load Process

Home » IBM PAW » Page 2

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

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