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IBM Planning Analytics Workspace

IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Tab Icons

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Have you ever created an IBM Planning Analytics Workspace (PAW) book and wanted to include images within each tab? PAW version 57 introduced settings that allow you to control details about the tabs. Some of these settings allow you to insert icons into the tab name. This is done via two steps.

The first step is to define the icon you want to use. This setting is found within the Individual Tab Properties and is defined independently for each tab. 

IBM Planning Analytics Tips & Tricks: PAW Tab Icons

An icon can be used in addition to the text or it can be used as a replacement. Here are examples of tabs that show text-only, text-with-icon, and icon-only:

IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Icons

The second setting defines where the icons will be positioned in relation to the text. This setting is found within the Dashboard Properties and is defined once for the entire book.

IBM Planning Analytics Tips: PAW Tab Icons

Here is an example of a tab which uses red text, includes the light bulb icon (called “idea”) and has the icon located above the title:

IBM Planning Analytics Tricks: PAW Tab Icons

These new settings give you more control of the tab details within your PAW books and can be used to further optimize your 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: PAW Tab Colors

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IBM Planning Analytics Tips & Tricks: Change Element Types in PAW

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IBM Planning Analytics Tips & Tricks: Accessing Books

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Did you know that there are now two ways to access books in IBM Planning Analytics Workspace (PAW)?  

Previously, you could access books via the “Shared”, “Personal”, and “Users” folders in the bottom section of the home page.

IBM Planning Analytics Tips & Tricks: Accessing Books

This option still exists but it looks a little different. As of PAW update 57, these folders are now located within the toolbar on the left of the home page. Simply select the folder you would like to access and a new pane containing its contents will be displayed.

IBM Planning Analytics Tips: Accessing Books
IBM Planning Analytics Tricks: Accessing Books

The new option is via the “Reports and Analysis” tile. Click on the tile and it will launch the new “Reports and Analysis” page. From here you can see any shared or personal books, as well as anything favorited or recently used.

Accessing Books in IBM Planning Analytics Workspace
Learn How To Access Books in IBM Planning Analytics

This new approach gives users multiple ways to quickly access books: via the new toolbar or via “Reports and Analysis” (where more detailed information and options are available).

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.

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IBM Planning Analytics Tips & Tricks: Home Button

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IBM Planning Analytics Tips & Tricks: PAW Tab Colors

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Have you ever created an IBM Planning Analytics Workspace (PAW) book and wanted to have more control over the look of the tabs? PAW version 57 introduced many settings that allow you to control formatting details about the tabs. These details include settings that define where the tabs appear on the screen and settings that define the colors associated with the tabs. These settings are found within the general area of the dashboard properties settings.

One setting defines where the tabs will be located on the page. Moving the tabs to the bottom will make your PAW book appear like a default excel workbook.

IBM Planning Analytics Tips & Tricks: PAW Tab Colors

Another group of settings define the colors associated with the tabs. There are three different settings to define the colors. Title color will define the color of the text within each tab, selected bar color will define the color of the line under the active tab, and fill color will define the background color of the tabs.

IBM Planning Analytics Tips & Tricks: PAW Tab Colors

In addition, there are settings which allow you to override the “all tab” settings. These settings allow you to make a single tab use different coloring.

IBM Planning Analytics Tips & Tricks: PAW Tab Colors

These new settings give you more control of the appearance of your PAW books and can be used to further customize your 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 posts:

IBM Planning Analytics Tips & Tricks: Change Element Types in PAW

IBM Planning Analytics Tips & Tricks: PAW Gridlines

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IBM Planning Analytics Tips & Tricks: Axis Labels

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Have you ever created a chart in IBM Planning Analytics Workspace (PAW) and wanted to change the angle which the labels appear? PAW version 57 has introduced a setting which allows you to control the labels in much greater detail.

This is done by using the Item Axis Label Orientation setting within the chart properties.

IBM Planning Analytics Tips & Tricks: Axis Labels

The results of each setting will look as follows:

Horizontal

IBM Planning Analytics Tips & Tricks: Axis Labels

Vertical

IBM Planning Analytics Tips & Tricks: Axis Labels

Rotate

IBM Planning Analytics Tips & Tricks: Axis Labels

Stagger

IBM Planning Analytics Tips & Tricks: Axis Labels

This new setting gives you more control of the appearance of your chart and can be used to further improve your 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:

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IBM Planning Analytics Tips & Tricks: PAW Gridlines

IBM Planning Analytics Tips & Tricks: Filter in IBM Planning Analytics Workspace

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IBM Planning Analytics Tips & Tricks: Filter in IBM Planning Analytics Workspace

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Have you ever wanted to show the top values within an IBM Planning Analytics Workspace (PAW) exploration?  This can be done by creating a filter within your view.

Assume we start with a view that shows 2019 operating expenses by department:

IBM Planning Analytics Tips & Tricks: Filter in PAW

We can look at the top 5 by right clicking on the column and selecting the option for “Top or bottom filter.”

IBM Planning Analytics Tips & Tricks: Filter in PAW

Once selected, we can define the parameters as Top, 5, and Members.

IBM Planning Analytics Tips & Tricks: Filter in PAW

The resulting filter will show you the 5 departments with the largest operating expense costs.

IBM Planning Analytics Tips & Tricks: Filter in PAW

This can also be reversed to show the lowest values such as profit centers with the smallest amount of revenue.

This approach will help you quickly sort your data to help analyze the information in your model.

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: Home Page Refresh

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IBM Planning Analytics Tips & Tricks: Home Page Refresh

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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

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IBM Planning Analytics Tips & Tricks: PAW Gridlines

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Have you ever created a PowerPoint slide by using gridlines to position your pieces and wished that you can do the same in IBM Planning Analytics (PAW)? Now you can! 

PAW version 57 introduced many settings that allow you to further customize and position your widgets. One specific setting is found within the general area of the dashboard properties settings.

The Grid section contains a setting which allows you to enable or disable a grid on the page.

IBM Planning Analytics Tips & Tricks: PAW Gridlines

Here are examples of a dashboard with the grid turned on and with the grid turned off:

IBM Planning Analytics Tips & Tricks: PAW Gridlines

In addition, there are options which allow you enable or disable various “snap to” settings.

These new settings give you a more visual approach when creating your PAW books and help make your development easier.

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!

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IBM Planning Analytics Tips & Tricks: Database Administration

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Did you know that database administration page has been updated in IBM Planning Analytics Workspace (PAW)?  

In previous versions of PAW you would click on a database and it would present detailed information as seen below.

IBM Planning Analytics Tips & Tricks: Database Administration

With the “Database Settings” button you could update configuration settings and set performance thresholds and alerts.

IBM Planning Analytics Tips & Tricks: Database Administration

In PAW version 57 or later, this information can all be accessed from one page:

  • You can see various performance metrics on the “Details” tab
  • You can set thresholds and alerts on the “Alerts” tab
  • Thread information can be found on the “Threads” tab”
  • Configuration settings can be updated within the “Configuration” tab.

You are also able to easily switch between databases.

IBM Planning Analytics Tips & Tricks: Database Administration

The updated layout of the database administration page allows you to manage all your databases in a single page which contains everything you need.

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 upcoming newsletters!

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IBM Planning Analytics Tips & Tricks: Converting Existing Applications

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IBM Planning Analytics version 57 introduced applications and plans which let you organize Planning Analytics Workspace (PAW) assets such as books, view, and websheets into groups. These approaches allow you to group items together in sections (similar to a folder) or in steps (similar to a planning process). It is easy to create an Application or Plan in PAW, but there may be situations where you want to change the type by converting an existing Application to a Plan or vice versa.

To convert an existing Application or Plan, open the object so you can make edits. Then click on the Actions menu and select “Save as.”

IBM Planning Analytics Tips & Tricks: Converting Existing Applications

The window that appears will allow you to rename the object as well as select the type to save it as.

IBM Planning Analytics Tips & Tricks: Converting Existing Applications

This will create another copy of the object. Your original Application or Plan will remain as is.

This feature will allow you to change your PAW organization approach as your requirements and process approach changes.

IBM Planning Analytics, powered by TM1, 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: Introduction to Apps and Plans

IBM Planning Analytics Tips & Tricks: Creating Groups in PAW

IBM Planning Analytics Tips & Tricks: PAW Pass Context

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