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IBM Planning Analytics

IBM Planning Analytics Tips & Tricks: Dynamic Subsets Based on a Cube

June 28, 2022 by Dillon Rossman Leave a Comment

Did you know you can use MDX to create dynamic subsets based on cube values in IBM Planning Analytics? In our example we will only show companies with net sales greater than 30,000,000 in the selected year. 

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An MDX statement that can provide this result may look something like this:

{FILTER({TM1SUBSETALL([bpmCompany])},[bpmFinance].([bpmScenario].CurrentMember, [bpmDepartment].CurrentMember,[bpmAccount].[Net Sales],[bpmCurrency].CurrentMember,[bpmPeriod].CurrentMember,[bpmFinance_Msr].[Balance Post-Alloc]) > 30000000 )}

The components of this statement are:

  • FILTER({abc}),[Cube].([Dim1].[Value],[Dim2].[Value]…) > 30000000 )
    • Filter set ABC to only show members with a value greater than 30,000,000 for the intersection defined in the section after the comma
  • TM1SUBSETALL([bpmCompany])
    • Grab all members within the bpmCompany dimension
  • [bpmFinance]
    • The cube being used for the data
  • ([bpmScenario].CurrentMember, [bpmDepartment].CurrentMember,[bpmAccount].[Net Sales],[bpmCurrency].CurrentMember,[bpmPeriod].CurrentMember,[bpmFinance_Msr].[Balance Post-Alloc])
    • The intersection used to get the cube value
    • This is like a DBRW formula in the sense that we are defining a view by listing every dimension and providing a member within that dimension
      • CurrentMember will grab whatever element is selected in the cube view for that dimension
      • The other dimensions are using a specific member that we always want to filter by

Below you will see only companies with net sales greater than 30,000,000 for the “Balance Post-Alloc” measure remain in the bpmCompany subset. This will dynamically update as selections for other dimensions are changed.

Graphical user interface, text, application, email

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Revelwood has worked with IBM Planning Analytics / TM1 for more than 27 years. We’ve partnered with hundreds of companies on the design, development, maintenance and updates of IBM Planning Analytics applications, across every industry. Have a challenge with Planning Analytics / TM1? We can help you!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: NumberToStringEx

IBM Planning Analytics Tips & Tricks: WildcardFileSearch

IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Visualization Axis

Home » IBM Planning Analytics » Page 15

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

IBM Planning Analytics Tips & Tricks: Excel CubeDimensionCountGet Function

June 21, 2022 by Lee Lazarow Leave a Comment

Have you ever written a TurboIntegrator process and needed to know how many dimensions are in a specific cube? Maybe you want to loop through each dimension to create a zero out view. You can do this by using the TABDIM function and searching for the first blank result, or you can simply use the CubeDimensionCountGet function.

The syntax of the function is: 

CubeDimensionCountGet (CubeName)

This function will result in a numeric value that tells the number of dimensions within the cube.

Other uses of this code will allow you to define the number of arguments needed for a CELLPUT command, compare the number of dimensions between multiple cubes, or replicate an existing cube.

This approach will simplify your code by eliminating the need to create a loop.  

Revelwood has worked with IBM Planning Analytics / TM1 for more than 27 years. We’ve partnered with hundreds of companies on the design, development, maintenance and updates of IBM Planning Analytics applications, across every industry. Have a challenge with Planning Analytics / TM1? We can help you!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Excel OFFSET Function

IBM Planning Analytics Tips & Tricks: PAx – Rebuild Book vs Recreate Book

IBM Planning Analytics Tips & Tricks: Updating ODBC Connections for Multiple Processes

Home » IBM Planning Analytics » Page 15

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

IBM Planning Analytics Tips & Tricks: PAW Chart Multicolors

June 14, 2022 by Revelwood Leave a Comment

One of the visualizations in Planning Analytics is a column chart. This type of chart is a good way to compare items since all the lines are in proportion to each other.

An easy way to create a column chart is to simply create an exploration and change the visualization into a column chart. Here is an example of a stacked exploration that compares companies by scenarios and the related column chart:

Chart, histogram

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This chart is great since it’s easy to compare the high and low values. However, it’s very hard to differentiate the sub-categories since all columns are the same color. In this case, it’s hard to compare Actuals vs. Final Budget.

You can configure your chart to use multiple colors via the following steps:

  1. While in Edit mode, single click on your chart widget.
  1. Select the option for “Fields” at the top, right corner. Not all visualizations use fields, so this may appear blank if you have not yet converted your widget to a chart.
  1. Move the applicable dimension from the Length category into the Color category. In my example, color is associated with the scenario dimension.
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Once moved, the same chart will look like this:

Chart, bar chart

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This approach will allow you to use your color palettes (defined within the properties) to differentiate the dimensions within your stacked column chart and make your analyses easier.

Revelwood has worked with IBM Planning Analytics / TM1 for more than 27 years. We’ve partnered with hundreds of companies on the design, development, maintenance and updates of IBM Planning Analytics applications, across every industry. Have a challenge with Planning Analytics / TM1? We can help you!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: PAW Visualization Value Labels

IBM Planning Analytics Tips & Tricks: Refresh PAW Visualizations Automatically

IBM Planning Analytics Tips & Tricks: PAW Maps

Home » IBM Planning Analytics » Page 15

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: enterprise performance management, Excel functions, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning Analytics Tips & Tricks, TM1

IBM Planning Analytics Tips & Tricks: NumberToStringEx

June 7, 2022 by Revelwood Leave a Comment

IBM Planning Analytics has the ability to export data to flat files with the use of the ASCIIOUTPUT and TEXTOUTPUT functions. However, these two functions will only accept string variables. That means that numeric data will first need to be converted to string before exporting. Most developers know about the NumberToString function, which converts numbers to string, but there’s another function that is more powerful.

NumberToString does not apply any formatting to the numbers. This will work fine if the export is meant to be consumed by another system. However, if your export has an audience, you may want your report to have consistent and pleasing formatting. Here’s where the NumberToStringEx function can come in handy.

The NumberToStringEx function has four parameters: Value, Number Format, Decimal Separator, and Thousands Separator. The number format uses the same structures as the custom formatting in Excel.  Here’s an example of the function with the results:

NumberToStringEx( 1750.34892, ‘$#,0.00’, ‘.’, ‘,’)
$1,750.35

As you can see, the NumberToStringEx function eliminates the need to round your numbers prior to conversion as well as concatenating special characters after conversion.  

NumberToStringEx also allows for dual formatting of positive and negative numbers. Just like in Excel, you will need to separate the two using a semicolon. This eliminates any IF conditions you’ll need to use to format numbers if you had used the NumberToString function.

NumberToStringEx( -1750.34892, ‘$#,0.00;($#,0.00)‘, ‘.’, ‘,’)
($1,750.35) 

Revelwood has worked with IBM Planning Analytics / TM1 for more than 27 years. We’ve partnered with hundreds of companies on the design, development, maintenance and updates of IBM Planning Analytics applications, across every industry. Have a challenge with Planning Analytics / TM1? We can help you!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Process Editor Function Help

IBM Planning Analytics Tips & Tricks: Excel OFFSET Function

IBM Planning Analytics Tips & Tricks: The SCAN Function

Home » IBM Planning Analytics » Page 15

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: enterprise performance management, Excel functions, IBM Cognos TM1, IBM Planning Analytics, Planning Analytics Tips & Tricks, TM1

IBM Planning Analytics Tips & Tricks: Color Schemes in a Waterfall Chart

October 5, 2021 by Revelwood Leave a Comment

Tips & Tricks

Did you know IBM Planning Analytics Workspace (PAW) allows you to change the color scheme in your waterfall charts? The goal of a waterfall chart is to show how an initial value is affected by the intermediate values – either positives or negatives – that result in a final value. Changing the color scheme enables you to make a report that is easily read by your end users.

Watch this short video from Revelwood’s FP&A Technology Director, Lee Lazarow, to see how easy it is to change the colors in your waterfall chart.

Viewers will see Lee demonstrate how a starting amount evolves into an ending amount. You’ll learn how changing colors makes it easy to see positives versus negatives. PAW provides a series of definitions that allow you to customize the colors that you want to appear on the waterfall chart.

Stay tuned for more IBM Planning Analytics Tips & Tricks videos. Subscribe to our YouTube channel to get notified when we publish a new video.

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 Planning Analytics » Page 15

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: change color in waterfall chart, color scheme waterfall chart, IBM Planning Analytics, IBM Planning Analytics charts, IBM Planning Analytics Tips & Tricks, IBM Planning Analytics tips video, IBM Planning Analytics tricks video, IBM Planning Analytics video, IBM Planning Analytics Workspace, waterfall chart

IBM Planning Analytics Tips & Tricks: Mekko Chart

September 21, 2021 by Lee Lazarow Leave a Comment

Tips & Tricks

IBM Planning Analytics Workspace (PAW) offers many visualization options to allow you to show and analyze your data in creative ways. This includes standard chart types such as bar, line and pie. But it also includes some reports that are not always understood. One of these report types is a Mekko chart. 

A Mekko chart (also sometimes called a Marimekko chart) is used to extend a stacked column chart by using the width of each column to show the overall importance of that section.

The following stacked bar chart shows Units by State by Item:

IBM Planning Analytics Tips & Tricks: Mekko Chart

It’s easy to see that the total amount of units sold in NY is very large when compared to the total amount of units in ME. But what if we wanted to also visualize how much larger the total of NY is compared to the other columns? This is where a Mekko chart can help. 

Here is the same set of data via a Mekko chart:

IBM Planning Analytics Tips & Tricks: Mekko Chart

The Mekko chart still shows the breakdown of units by kit and it still shows the values for each column, but it adds a new metric by expanding the width of each column proportional to the overall percentage. In essence, this report is merging the concepts of a stacked column chart with the concepts of a pie chart.

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 Planning Analytics » Page 15

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: enterprise planning, IBM Cognos TM1, IBM Planning Analytics, IBM Planning Analytics Workspace, marimekko chart, mekko chart, mekko chart + paw, PAW visualization

IBM Planning Analytics Tips & Tricks: PAW Explorations – Row & Column Headers

September 7, 2021 by Lee Lazarow Leave a Comment

Visualizations are used to provide an easy understanding of large data sets. After all, a picture is worth a thousand words. However, what happens when you want to see the intricate details of your numbers? This is where IBM Planning Analytics Workspace (PAW) explorations come into the picture.

There are many formatting options for your numbers, but what about the headers? Do you want to simply see a set of rows and columns or do you want the ability to expand into the details? Do you want to differentiate values at different levels or do you want to use consistent formatting? Do you want your row headers to be defined differently than your column headers?

PAW makes it easy to create your preferred approach via some simple settings. The settings are found within the Exploration features of the Custom area. Within the area, settings exist for each of the four settings.

IBM Planning Analytics - PAW Explorations

Here is an example of an exploration that differentiates accounts levels and allows for drilling down to the base level accounts but does not allow for any differentiation or drilling into the time periods.

IBM Planning Analytics: PAW Explorations

This flexibility allows you to define both the look and usage of your explorations, thereby enhancing (and hopefully simplifying) the end user experience.

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: Columns and Sections of Stacked Columns

IBM Planning Analytics Tips & Tricks: PAW Lines vs Area for Multiple Elements

IBM Planning Analytics Tips & Tricks: Code Char

Home » IBM Planning Analytics » Page 15

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: IBM Cognos TM1, IBM PAW, IBM Planning Analytics, IBM Planning Analytics Workspace, IBM Planning Analytics Workspace Explorations, PAW explorations

IBM Planning Analytics Tips & Tricks: Columns and Sections of Stacked Columns

August 24, 2021 by Lee Lazarow Leave a Comment

Tips & Tricks

Today’s IBM Planning Analytics Tips & Tricks post is a new video demonstrating how to define the columns and the sections of a stacked column chart. You will learn an approach that allows you to quickly view your data in different formats by simply replicating your view.

Watch this Planning Analytics Tips & Tricks video to learn:

  • How to change views in an Exploration
  • How to do a quarter-by-quarter analysis by changing the order of the stacked columns
  • How to show both methods on the same book

Stay tuned for more IBM Planning Analytics Tips & Tricks videos!

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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: PAW Lines vs Area for Multiple Elements

IBM Planning Analytics Tips & Tricks: Code Char

IBM Planning Analytics Tips & Tricks: Depreciation

Home » IBM Planning Analytics » Page 15

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: enterprise performance management, IBM Cognos TM1, IBM Planning Analytics, TM1

IBM Planning Analytics Tips & Tricks: Excel DATE Function Updated

August 17, 2021 by Lee Lazarow Leave a Comment

Some of you may remember an Excel feature that I posted about last year which explained how the DATE function will convert invalid dates into real ones. For example, DATE(2020,7,35) will be converted to August 4, 2020 since there are not 35 days in July.

Here is where the fun begins!

  • This week includes the 20th day of the month of August
  • August is the 8th month of this year, which is also the 20th month of last year
  • Last year was 2020

Put this all together and we have a special event happening this week …

On August 20, 2021,

the resulting date will be 20/20/2020

Excel Date Function Updated Aug 2021

And if we take it a step further …

At 8:20p and 20 seconds on 8/20/2021,

the resulting time will be 20:20:20 on 20/20/20

This is why we love Excel!

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 Excel tips from our IBM Planning Analytics team:

IBM Planning Analytics Tips & Tricks: Manipulating Text in Excel

IBM Planning Analytics Tips & Tricks: Excel TYPE Function

IBM Planning Analytics Tips & Tricks: Excel Keyboard Navigation

Home » IBM Planning Analytics » Page 15

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: cool Excel tricks, Excel, Excel date function, Excel tips & tricks, IBM Cognos TM1, IBM Planning Analytics

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