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IBM Planning Analytics Tips & Tricks: Popular Video Tips, Part 3

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Here are two more popular IBM Planning Analytics Tips & Tricks videos. Did you know we have an entire library of video tips & tricks for IBM Planning Analytics?

The Aggregate Function

In this video, Revelwood’s FP&A Technology Director, Lee Lazarow, demonstrates the aggregate function. The aggregate function allows you to summarize values that cannot be added up or averaged. 

Creating Multi-Level Dimensions

Watch this video to learn how to create multi-level dimensions in Planning Analytics. This approach will let you create brand-new dimensions by simply dragging a file onto the screen. You’ll learn how to create a brand-new dimension using a file created in Notepad. See how Planning Analytics recognizes that the list is more than a list of leaf levels and more than just a parent/child relationship. You’ll also learn how to map the levels and add attributes.

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: Expanding Sections of Stacked Dimensions

IBM Planning Analytics Tips & Tricks: Creating Charts in Planning Analytics Workspace 

IBM Planning Analytics Tips & Tricks: Excel’s Camera Tool

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IBM Planning Analytics Tips & Tricks: Counting Hidden Rows in Excel

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With a clever combination of formulas, you can have Excel calculate the number of hidden rows in a data set. This trick will work on both manually hidden rows and autotfilter hidden rows.

There are two ways to count hidden rows, depending on how your data is structured. Both methods use the AGGREGATE function.

The syntax of AGGREGATE is:

=AGGREGATE(function_num,options,array)

Where

Function_num is one of the following:

Function_numFunction
1AVERAGE
2COUNT
3COUNTA
4MAX
5MIN
6PRODUCT
7STDEV.S
8STDEV.P
9SUM
10VAR.S
11VAR.P
12MEDIAN
13MODE.SNGL
14LARGE
15SMALL
16PERCENTILE.INC
17QUARTILE.INC
18PERCENTILE.EXC
19QUARTILE.EXC

And options are one of the following:

OptionBehavior
DefaultIgnore nested SUBTOTAL and AGGREGATE functions
1Ignore hidden rows, nested SUBTOTAL and AGGREGATE functions
2Ignore error values, nested SUBTOTAL and AGGREGATE functions
3Ignore hidden rows, error values, nested SUBTOTAL and AGGREGATE functions
4Ignore nothing
5Ignore hidden rows
6Ignore error values
7Ignore hidden rows and error values

We will be leveraging option 5: Ignore hidden rows

Consider the example data set:

Application, table, Excel Description automatically generated

Blank cells merit special treatment and will determine which method you use.

No Blanks in Data

If your data will have no blank (zeros are ok) like column D in the sample data set, you can use this formula to count the hidden rows:

=AGGREGATE(2,4,Table1[Feb])-AGGREGATE(2,5,Table1[Feb]) 

Blanks in Data

Table Description automatically generated

If there are blanks in the data (as in column C), you will need to add a helper column in Excel. The helper column will use AGGREGATE for the cell in the same row and this converts a blank into a 0. Use the same formula as the first method but use the helper column instead of the original data.

=AGGREGATE(2,4,G3:G7)-AGGREGATE(2,5,G3:G7)

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: Headcount Analysis

IBM Planning Analytics Tips & Tricks: Waterfall Charts

IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace (PAx) Zoom Bar

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IBM Planning Analytics Tips & Tricks: Popular Video Tips, Part 2

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We’re continuing to highlight some of our most popular video tips & tricks for IBM Planning Analytics. 

Creating Buttons for TI Scripts

In this video, Revelwood’s FP&A Technology Director, Lee Lazarow, demonstrates how to create a button in Planning Analytics Workspace (PAW) for a TurboIntegrator (TI) script. Creating buttons like this will simplify tasks for your end users and create a much better end user experience. 

You’ll learn how to go into properties, determine the button target, make that into a process, and then select and choose that process. The features in PAW allow you to select if you want prompts to appear and what controls you have over those prompts.

Formatting Views in PAW

Watch this video to see Lee demonstrate how to format views in Planning Analytics Workspace (PAW). You’ll learn how to manipulate your views by:

  • Making columns wider
  • Changing row heights
  • Changing fonts and text styles
  • Adding shading, and more

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: Expanding Sections of Stacked Dimensions

IBM Planning Analytics Tips & Tricks: Creating Charts in Planning Analytics Workspace 

IBM Planning Analytics Tips & Tricks: Excel’s Camera Tool

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IBM Planning Analytics Tips & Tricks: Performance Monitoring

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IBM Planning Analytics contains a series of Performance Monitoring Control Cubes that let you record performance statistics for various aspects of your environment.

In Perspectives, this feature was enabled by right-clicking on the name of the server. But did you know that you can also control this in Planning Analytics Workspace via the tm1s.cfg control settings?

To enable the monitoring, go to the Administration area and then select the option for Databases. Once you have selected your database, click on “configuration.”

The performance monitor settings are found within the Administration settings and the Default sub area.

Once enabled (be aware that there may be an impact on performance when you use this), you will be able to use the results to help analyze your server performance.

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: Expanding Sections of Stacked Dimensions

IBM Planning Analytics Tips & Tricks: Creating Charts in Planning Analytics Workspace 

IBM Planning Analytics Tips & Tricks: Excel’s Camera Tool

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IBM Planning Analytics Tips & Tricks: Popular Video Tips, Part 1

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Did you know we have a library of video tips & tricks for IBM Planning Analytics? Over the next few weeks we’re going to highlight some of our most popular videos for IBM Planning Analytics / TM1.

Filtering in IBM Planning Analytics

In this video, Revelwood’s FP&A Technology Director, Lee Lazarow, demonstrates how the Planning Analytics Workspace (PAW) interface enables you to manipulate elements in your subsets. The PAW interface allows for wild card searches and attribute searches. You’ll learn how PAW takes this a step further so that you can make your search criteria more structured, enabling you to filter by name, level, attribute and more.

Formatting Views in PAW

Watch this video to see Lee demonstrate how to format views in Planning Analytics Workspace (PAW). You’ll learn how to manipulate your views by:

  • Making columns wider
  • Changing row heights
  • Changing fonts and text styles
  • Adding shading, and more

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: Expanding Sections of Stacked Dimensions

IBM Planning Analytics Tips & Tricks: Creating Charts in Planning Analytics Workspace 

IBM Planning Analytics Tips & Tricks: Excel’s Camera Tool

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IBM Planning Analytics Tips & Tricks: Run TI Processes from PAx Task Pane

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Did you know that you can run TurboIntegrator (TI) processes via the task pane in Planning Analytics for Excel (Pax)? Within the task pane, you can choose to display processes by clicking on the “Show and Hide” button and selecting the option to “Show processes.”

Once enabled, the processes will appear at the bottom of the task pane.

You can run the scripts by right-clicking on a process and selecting the option to “Run process.”

If any parameters are needed, a popup box will appear.  

After the process has completed, you can expand the details by hitting the drop-down symbol on the right. This will summarize whether the process ran successfully or whether there were any errors. You can then get further details about the error(s) via the message log. 

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: UNIQUE Function in Excel

IBM Planning Analytics Tips & Tricks: On-Demand Webinars, Part 2

IBM Planning Analytics Tips and Tricks: Upgrading to Planning Analytics for Excel 2.0.65 or later

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IBM Planning Analytics Tips & Tricks: TI Dimension Functions

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Have you ever updated a dimension in the Prolog of your TurboIntegrator (TI) script and then received errors when making further changes to the dimension in the Metadata section? This is because certain dimension altering functions such as DIMENSIONELEMENTINSERT are not evaluated until the Data Procedure runs.  

Dimension updates in IBM Planning Analytics / TM1 follow a specific pattern: duplicate the current dimension, make changes to the duplicated dimension, and then apply the changes to the actual dimension. The applied changes to the actual dimension do not occur until the Data procedure begins (e.g., when all Metadata scripting is completed).

Let’s say that you placed code in the Prolog to add elements using the DIMENSIONELEMENTINSERT function. If you then try to interrogate or manipulate those elements in the Metadata tab, the script would not be successful because the changes have not been fully completed. This can be resolved by instead using the DIRECT version of dimension manipulation functions, such as DIMENSIONELEMENTINSERTDIRECT. The direct version of the functions applies changes immediately to the current dimension and does not require the entire Metadata processing to be completed.

This approach will allow you to properly manipulate dimension in both the Prolog section and the Metadata section of the same script.

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: Excel Tips, Part 4

IBM Planning Analytics Tips & Tricks: PAW Users and Groups

IBM Planning Analytics Tips & Tricks: Excel Tips, Part 3

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IBM Planning Analytics Tips & Tricks: Excel Tips, Part 4

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Revelwood’s IBM Planning Analytics team has created numerous tips & tricks focused on helping people use Excel. For the past few weeks, we’ve been highlighting some of the most popular and interesting posts on Excel. If you’ve missed our earlier posts, read part 1, part 2 and part 3.

Here are some other Excel tips and tricks from our team of experts.

IBM Planning Analytics Tips & Tricks: Excel YEARFRAC

Some Revelwood clients often build models that define the fraction of a year for a given month. For example, January is approximately 8.5% of a calendar year (31/365) and September is approximately 11.5% of a working day’s calendar (30/260). What happens in situations where you want to calculate the percentage of a year where the days are not the first or last day of the month? This is where Excel’s YEARFRAC formula can help. 

IBM Planning Analytics Tips & Tricks: Unhide Multiple Excel Sheets

As you know, an Excel workbook can consist of multiple sheets. There are many instances where you may want to hide some of the sheets. It’s very fast and easy to hide sheets, but Excel historically allowed you to unhide only one sheet at a time. Microsoft changed that approach and now allows you to unhide multiple sheets at once.

Learn how to unhide multiple Excel sheets.

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

Excel is, and always will be, a powerful tool for the finance team. With so much power, there are many great Excel formulas that are rarely used. Here’s a situation – imagine you wanted to easily replicate a sheet and have each sheet use an MDX expression that referenced a different dimension name. You want to use a formula to determine the sheet name.Excel’s CELL function returns information about a specific cell within an Excel file. Read more to learn the syntax of that function.

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 part 1, part 2, and part 3 below:

IBM Planning Analytics Tips & Tricks: Excel Tips, Part 1

IBM Planning Analytics Tips & Tricks: Excel Tips, Part 2

IBM Planning Analytics Tips & Tricks: Excel Tips, Part 3

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IBM Planning Analytics Tips & Tricks: On-Demand Webinars, Part 1

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So many webinars, so little time! If you are like me, you probably receive invitations to webinars on a regular basis. Some of them even make it onto my calendar. Unfortunately, more often than not, I have the best intentions of attending a webinar, but then can’t make the live event. 

That’s what on-demand webinars are for! 

Did you know Revelwood has a YouTube playlist of all our IBM Planning Analytics / TM1 webinars? To date, we have 27 webinars available for viewing when convenient for you. 

Let’s take a look at two of our more popular webinars.

Best Practices When Using Planning Analytics Workspace Charts

Charts and graphs are an excellent way to illustrate relationships in data and to highlight trends. They are visualizations of data that allow end users to quickly analyze a large amount of data. To make the biggest impact, it is important to choose the right chart for the use case of the data.

Watch this on-demand webinar to learn about using the following charts in IBM Planning Analytics Workspace (PAW):

  • Area charts
  • Bar charts
  • Stacked bar charts
  • Column charts
  • Stacked column charts
  • Line charts
  • Map charts
  • Packed bubble charts
  • Pie charts
  • Point utilization charts
  • Radial charts

Creating PAW Charts Using the New Experience

The new experience in IBM Planning Analytics introduced new visualizations in PAW. In this webinar we review various methods to create a chart. We also offer recommendations on building dashboards and reporting pages. 

During this webinar we explain and demonstrate:

  • The types of charts that are available and when to use each
  • How to create a chart from an existing exploration
  • How to create a chart from scratch
  • How to customize your charts
  • Recommendations when creating charts and dashboards

Learn More About Charts in IBM Planning Analytics

We have even more resources for you on creating charts in Planning Analytics! On Wednesday, March 15, 2023 at 1:00pm ET we will be hosting a live webinar on waterfall charts in Planning Analytics. 

A waterfall chart is a form of data visualization that helps in understanding the cumulative effect of sequentially introduced positive or negative values. 

Join Lee Lazarow and Terry Kerans to learn:

  • What a waterfall chart can tell you
  • When to use a waterfall chart
  • How to create a waterfall chart in PAW

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: Excel Tips, Part 2

IBM Planning Analytics Tips & Tricks: Excel EOMONTH

IBM Planning Analytics Tips & Tricks: Excel Tips, Part 1

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