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IBM Planning Analytics Tips & Tricks: The Collect Feature in Planning Analytics Workspace

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Did you know that you can easily copy Planning Analytics Workspace (PAW) components across sheets or books?

PAW allows you to use a feature called “Collect” that serves as the equivalent of copying. You can collect an item by selecting the item and then choosing the Collect option on the shortcut bar.

Learn about the collection feature in Planning Analytics Workspace

This option is available for views, visualizations, selectors, images, videos and other items on your PAW sheets.

Once collected, Planning Analytics will give you quick access to use the item again. You can view the items in your collection by selecting the collection button at the top, right corner of your screen and then choosing the option for Collection.

Understanding the collection feature in Planning Analytics Workspace

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 about Planning Analytics & Planning Analytics Workspace:

IBM Planning Analytics Tips & Tricks: Hiding Dimensions in Planning Analytics Workspace

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

IBM Planning Analytics Tips & Tricks: Video Demo – Hierarchies in Planning Analytics Workspace

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IBM Planning Analytics Tips & Tricks: Using Excel to get Client Information

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Did you know that you can now easily define your client version of Planning Analytics via an Excel formula?

There are many ways to determine your version of Planning Analytics. Some of these approaches include reviewing log files, right clicking on executable files, or simply clicking on a Help/About option. Planning Analytics version 2.0.0 introduces an easy approach get your client information via the use of an Excel formula.

The formula TM1INFO can be used to return information about your current TM1 client version.  The syntax of the formula is:

TM1INFO(parameter)

The formula allows for a series of parameters:

clientversion

Returns the full client version number.

clientversionmajor

Returns the major client version number.

clientversionminor

Returns the minor client version number.

clientversionpatch

Returns fix pack and hotfix number.

For example, the formula =TM1INFO(“clientversionmajor”) may give you a result of 11 whereas  =TM1INFO(“clientversion”) would give a more detailed result of 11.0.00200.

This new approach gives you an easy way to monitor your client version and help ensure consistency throughout your organization.

IBM Planning Analytics 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 from the Revelwood team:

IBM Planning Analytics Tips & Tricks: Writing Rules

IBM Planning Analytics Tips & Tricks: Recalculating Excel Worksheets

IBM Planning Analytics Tips & Tricks: Creating Dynamic Sets in the PAx Set Editor

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IBM Planning Analytics Tips & Tricks: Compatibility of Views and Subsets

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Did you know that your parameters for VIEWCREATE and SUBSCREATE must be in sync?

Earlier this year we wrote a blog post about a new parameter that can be used with both the VIEWCREATE function and the SUBSETCREATE function. This new parameter allows TurboIntegrator to create temporary components that are deleted when the script closes.

There is, however, an important rule about the compatibility of the settings:

Temporary subsets cannot be assigned to permanent views.

Since a temporary subset is never saved, TM1 will not recognize it as an existing subset. If you attempt to insert a temporary subset into a permanent view then you will receive an error. The error will state that the subset is not found within the dimension and your process will fail.

The new parameter adds value by helping to clean-up your code and by potentially improving performance, but it’s important to ensure the compatibility of each component.

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: New Parameters for TurboIntegrator

IBM Planning Analytics Tips & Tricks: Three Reserved Local Variables in TurboIntegrator

IBM Planning Analytics Tips & Tricks: TurboIntegrator Logging

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IBM Planning Analytics Tips & Tricks: Duplicating Sheets

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This is a guest post from Revelwood’s Shane Bethea.

Did you know IBM Planning Analytics Workspace (PAW) has a new feature that lets you easily duplicate sheets? Have you ever created a template or dashboard in PAW and thought, “This is a great format. I wish I could quickly replicate this sheet to show several different views of the same information?” PAW has a great feature called ‘Duplicate’ that will allow you to duplicate a sheet as many times as you want.

Let’s say you have a dashboard in PAW that shows ‘Units by Quarter’. It’s in a great format and you would like to see other types of information in the same format, but you don’t want to recreate the wheel for each new view. You can use the Duplicate feature to duplicate my original sheet and then change the information displayed on each sheet.

To do this, left click on the sheet tab at the top of your sheet and choose the Duplicate option. This will duplicate the sheet you have selected.

Learn how to duplicate sheets in IBM Planning Analytics Workspace

Then, with a few simple clicks, you can change your duplicated sheet to show revenue by quarter.

Duplicating sheets in IBM Planning Analytics Workspace

You can expand upon this approach by creating navigation buttons that switch between the sheets, but we’ll save that for a future post.

This simple feature can save you time with report development and help ensure all your reports with similar data have the same look and feel.

IBM Planning Analytics 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 tips on working with IBM Planning Analytics Workspace:

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

IBM Planning Analytics Tips & Tricks: Hiding Dimensions in Planning Analytics Workspace

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

Home » IBM Planning Analytics » Page 32

IBM Planning Analytics Tips & Tricks: Setting Default Members

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Did you know IBM Planning Analytics has a new function called “Default Members?” This is different from default subsets. Default members are what is used if you were to simply drag a dimension into a Planning Analytics for Excel (PAx) sheet or a Planning Analytics Workspace (PAW) book. Below is what it looks like when dragged into PAx:

Setting default members in Planning Analytics

The default members isn’t as simple as saving a subset, however. It is maintained in a Planning Analytics control cube called “}HierarchyProperties.” You simply pick the dimension that you wish to update, and update the “DefaultMember” for it.

Learn how to set default members in Planning Analytics
IBM Planning Analytics Tips & Tricks: Setting default members

However, if you immediately try to go back and refresh your PAx sheet, what you’ll see is the following:

Understanding default members in Planning Analytics

Nothing changed! There’s an additional step that is required to update the default member of a dimension. You can either:

  1. Restart the server
  2. Run a TI process with the new function called “REFRESHMDXHIERARCHY”

REFRESHMDXHIERARCHY can either be ran for a single dimension, as shown below, or can be run for all dimensions by simply not specifying a dimension.

IBM Planning Analytics: Setting default members

After running this TI process, you can then go back and update your PAx sheet or PAW book and receive the expected results.

Planning Analytics: Setting default members

IBM Planning Analytics 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 blog posts on IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: String Feeders

IBM Planning Analytics Tips & Tricks: Using Attributes

IBM Planning Analytics Tips & Tricks: Conditional Feeders

Home » IBM Planning Analytics » Page 32

IBM Planning Analytics Tips & Tricks: Changes to Eight Planning Analytics Server Configuration Parameters

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This is a guest post from Revelwood’s Jay Apwah.

Did you know that since IBM Planning Analytics was released on the cloud, there have been changes to IBM Planning Analytics server configuration parameters? New parameters have been introduced, existing ones have had their default values changed, and the behavior upon changing has changed for some others. This blog post briefly describes the eight changes.

New Parameters:

There are a handful of new parameters that have been introduced. Here is one:

UseExcelSerialDate

Setting this parameter to T causes Planning Analytics functions to use Jan 1, 1900 as the initial serial date instead of Jan 1, 1960. Jan 1, 1900 is also the initial serial date that Microsoft Excel uses. The default value for this parameter is F. Set UseExcelSerialDate = T for Planning Analytics functions to use the Excel serial date scheme.

Changes to default value:

MTQ

In previous releases, the default value was F. The default value is now ALL. This parameter allows Planning Analytics to take advantage of multiple processor cores in order to split calculations into multiple parallel threads.

MDXSelectCalculatedMemberInputs

In previous releases, the default value was F. The default value is now T.  This parameter protects against unintended suppression of calculated members when the calculation components are not requested in the query results.

Changed from static to dynamic:

Some parameters are now dynamic, which means parameter values can be edited while the Planning Analytics server is running. It takes 60 seconds for the changed parameter value to take effect.

AuditLogOn

This is an optional parameter that enables and disables audit logging. To enable, set AuditLogOn = T

IntegratedSecurityMode

Although this parameter is dynamic, each user must be logged out of all Planning Analytics components it to take effect.

UseLocalCopiesforPublicDynamicSubsets

This parameter improves performance of public dynamic subsets by using local copies of the public subset instead of the public subset itself.

No longer used:

AuditLogMaxTempFileSize

A similar parameter still exists: AuditLogMaxFileSize. Use it to indicate the maximum audit log file size before a new one is created.

ParallelInteraction

This parameter was used for allowing read/write concurrency on the same cube object.

IBM Planning Analytics 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 additional blog posts on IBM Planning Analytics Tips & Tricks:

Top 5 IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: Using Attributes

IBM Planning Analytics Tips & Tricks: Upgrading from TM1

Home » IBM Planning Analytics » Page 32

New Performance Tune-Up Service for TM1 & IBM Planning Analytics Users

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In response to customer requests, we’ve been expanding our Customer Care program. The newest option is a Performance Tune-Up. Proper maintenance of your TM1/Planning Analytics environment is the key to overall good health and performance. Think of our team as your “mechanics” for your solution. You take your car to the auto shop for regular tune-ups. Why not do the same for TM1/Planning Analytics?

We’ve designed this service to make sure your system is running at its best. It is a recurring, scheduled maintenance program consisting of annual tune-ups and quarterly tune-ups. We’ll conduct interviews with your users and detailed technical reviews of your cube models, reports, business processes and the overall environment.

The Performance Tune-Up accomplishes many things, including:

  • Verifying that your TM1/Planning Analytics solution is maintaining peak performance levels and meeting your business and technical requirements
  • Confirming you are up-to-date with the latest IBM technology and leveraging new features and capabilities
  • Ensuring a positive end-user experience

We also offer other services for customer care. These include a subscription-based dedicated TM1/Planning Analytics Help Desk and a System Administration as a Service (SAaaS) offering. Our dedicated TM1 Planning Analytics Help Desk helps you diagnose, troubleshoot and resolve bugs and other issues related to your entire TM1/Planning Analytics environment – including all of your customizations and configurations. Our SAaaS solution is designed to free up your team from the labors of TM1 administration and comes in two options: fully out-sourced coverage and backup/supplemental coverage.

Let our expert team at Revelwood free up your time by taking advantage of our Customer Care program today!

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IBM Planning Analytics Tips & Tricks: Synchronizing Selectors with Planning Analytics Workspace

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Did you know that you can easily synchronize your selectors with your IBM Planning Analytics Workspace (PAW) components?

PAW allows you to synchronize your widgets to a selector or set of selectors. This ensures that a change in your selected elements impacts all of the widgets on your page. Synchronization is defined by clicking on the dashboard properties and selecting the option for “Synchronization scope.”

Synchronizing selectors in IBM Planning Analytics Workspace

You will be given the option to synchronize items for the selected sheet or throughout the entire book.

How to synchronize selectors in IBM Planning Analytics Workspace

Once selected, you can now define the dimensions you want to synchronize throughout the sheet or the book. This approach allows you to create powerful dashboards with live data that can be changed via a single selector.

IBM Planning Analytics 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!

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

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Did you know that there are different ways to create selectors in IBM Planning Analytics Workspace (PAW)?

TM1 Perspectives allows you to create selectors via the SUBNM formula. This approach offers an easy way to create a selectable list on a report or input template, but it requires some training to learn how to create and manipulate the formula.

PAW allows users to more easily create selectors by simply dragging items onto the screen via a “selector widget.” This is done by right clicking on a dimension and then selecting the option for “Add as selector widget.”

Creating selectors in IBM Planning Analytics Workspace

The selection initially appears as a list, but the appearance can be changed by clicking the option to “Change visualization.”

Using the selector widget in IBM Planning Analytics Workspace

You will then be given the option to change the visualization to a slider, which allows users to create an automated loop through the available selections.

Learn how to use the selector widget in IBM Planning Analytics Workspace

Users can now create an easy to use report without having to learn any formulas or parameters.

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 blog posts containing tips and tricks on TM1 and IBM Planning Analytics:

IBM Planning Analytics Tips & Tricks: Creating Dynamic, Attractive Views and Dashboards

IBM Planning Analytics Tips & Tricks: Visualizing Data into Pie Charts

IBM Planning Analytics Tips & Tricks: Displaying Data in Maps

Home » IBM Planning Analytics » Page 32