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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.

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Create New Books with the Diamond Icon

IBM Planning Analytics Tips & Tricks: PAW Pass Context

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

IBM Planning Analytics Tips & Tricks: Control Space

Home » IBM Planning Analytics » Page 17

IBM Planning Analytics Tips & Tricks: Making Assets Accessible to Applications and Plans

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When creating Applications and Plans in IBM Planning Analytics Workspace (PAW), PAW views, PAW books, and websheets can be assigned to guide each step of the business process. These objects are collectively called “Assets.”

IBM Planning Analytics Tips & Tricks: Making Assets Accessible to Applications and Plans
IBM Planning Analytics Tips & Tricks: Making Assets Accessible to Applications and Plans

Although these objects are available from PAW books, they are not automatically available for use as assets in Applications and Plans. Only assets that are saved in the Shared folder are accessible by Applications and Plans. This is because Applications and Plans are designed to be collaborative, so the assets must be shared to be viewed by others.

IBM Planning Analytics Tips & Tricks: Making Assets Accessible to Applications and Plans

This design ensures that only components which should be shared are included in collaborations and will ensure that any privately created assets are not accidentally shared.

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 Applications and Plans

IBM Planning Analytics Tips & Tricks: Converting Existing Applications

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

Home » IBM Planning Analytics » Page 17

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:

IBM Planning Analytics Tips & Tricks: The Waterfall Chart

IBM Planning Analytics Tips & Tricks: PAW Gridlines

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

Home » IBM Planning Analytics » Page 17

IBM Planning Analytics Tips & Tricks: Feeding Using Cube Values

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Feeders are one of the best ways to maximize the performance of rules. Essentially, feeders define where to perform calculations to better handle sparsity in a cube.

There are many ways to reference feeder elements. One of these ways is by using DB statements within the feeder. When creating feeders that use DB statements, be sure that all pointers to the elements within the DB statement reference a string value.

The following example states that the Forecast Year, defined in the Controls cube, is fed by Actuals.

[‘Actuals’] =>
DB(‘Finance’,
!Scenario,
!Company,
!Department,
!Account,
DB(‘Controls’, ‘Forecast Year’, ‘Value’),
!Measure);

If the inner DB statement (the one referencing the Controls cube) pulls a number instead of a string, then the Feeder will not work. We can avoid this issue by ensuring that the element called “Value” has been set to a String.

IBM Planning Analytics Tips & Tricks: Feeding Using Cube Values

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: The CellValueN Formula

IBM Planning Analytics Tips & Tricks: Clearing All Data from a Cube

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

IBM Planning Analytics Tips & Tricks: PAW Gridlines

IBM Planning Analytics Tips & Tricks: Database Administration

Home » IBM Planning Analytics » Page 17

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

Home » IBM Planning Analytics » Page 17

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!

Read more IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Log Lock Notification

IBM Planning Analytics Tips & Tricks: Create New Books with the Diamond Icon

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Home » IBM Planning Analytics » Page 17

IBM Planning Analytics Named Gartner Peer Insights Customer Choice for 2021

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IBM Planning Analytics was named a Gartner Peer Insights Customer Choice for Cloud Financial Planning and Analysis. The solution received an overall peer rating of 4.6 on a scale of 5, with 68% of votes giving the product 5 stars. 92% of customers are willing to recommend IBM Planning Analytics.

The report, which you can view here, provides IBM Planning Analytics’ customers assessments on a number of product capabilities, customer experience, and service and support. IBM Planning Analytics earned scores between 4.3 and 4.7.

It also includes quotes from current customers relying on IBM Planning Analytics for planning, forecasting and report. For example:

Great Experience with the Cloud-Based Version of a Product I Knew Before as TM1

“This product is not only good in analyzing and displaying data, [but] also to collect ad-hoc data … I like the cloud version of this product; [it] makes global deployment extremely easy … The analytical part that this product offers should not be underestimated.”

Outstanding and Resourceful Financial Planning Application

“The determination of what [the] future holds relies on the planning part of the organization … IBM Planning Analytics is a product that fully focuses on the way financial activities get done … IBM Planning Analytics is a well-connected tool.”

A Planning and Analytics Solution that Enhances Efficiency

“IBM Planning Analytics is a great tool that helps us to make the best decisions for our business. The outcomes we get after making such kind of decisions are incredible. IBM Planning Analytics has superior features and is accurate to use.”

Read the full report on IBM Planning Analytics at Gartner Peer Insights.

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