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IBM Planning Analytics

Revelwood’s Top 15 IBM Planning Analytics Tips & Tricks of 2018, Part 2

February 5, 2019 by Lisa Minneci Leave a Comment

Tips & Tricks

Last week we published the first in a series of three blog posts highlighting our most widely read blogs of 2018. In today’s post, we showcase five more posts that were extremely popular with TM1 users & those Planning Analytics users who have already migrated from TM1.

  1. IBM Planning Analytics Tips & Tricks: Year-to-Date Hierarchies

Learn how to create a single hierarchy that contains all year-to-date-values within an entire year. As you know, TM1 is a consolidation tool which is designed to sum together a series of values.  There are many ways to create the consolidations using a combination of grand totals and sub totals.  This blog post specifically addresses the year-to-date (YTD) hierarchy associated with a time dimension.

  1. IBM Planning Analytics Tips & Tricks: How to Make Action Button Messages Dynamic

Planning Analytics for Excel (PAx) and Perspectives allow you to customize action button messages. In fact, you can go further and make those messages dynamic. Read the full blog post to learn how to:

  • Set up cells in a PAx workbook for the custom messages
  • Edit an action button to use thee custom messages.
  1. IBM Planning Analytics Tips & Tricks: Using MDX to Compare Dimension Hierarchies

Learn how to use MDX to compare dimension hierarchies. Planning Analytics dimensions often have multiple hierarchies that should all roll up to the same total. Said another way, these separate hierarchies should all contain the same set of n-level elements below them. For example, a customer dimension may have a hierarchy for rolling up the “All Customers – by Type” and another for “All Customers – by Region.” A TurboIntegrator process can be used to maintain the elements in the dimension and these two hierarchies, but sometimes the two hierarchies may become out of sync. MDX can be used to see if both hierarchies contain the exact same number of n-level customers and, if the two hierarchies are out of sync, identify the elements causing the problem.

  1. IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace (PAW) Chart Types

Charts and graphs are an excellent way to illustrate relationships in data and highlight trends. Planning Analytics Workspace allows 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. Read the full post to learn the different chart types available within Planning Analytics Workspace, and when one type might be better than another.

  1. IBM Planning Analytics Tips & Tricks: Planning Analytics for Excel (PAx) VBA API Calls

IBM Planning Analytics lets you make API calls through VBA in Planning Analytics for Microsoft Excel (PAx)? You probably know that action buttons can be used to refresh or rebuild reports in PAx. But what if you want to refresh the data in your report as part of a VBA routine? Maybe there are more tasks you want to perform through VBA and then you want to refresh the data as the last step. IBM offers the ability to make API calls through VBA in PAx with just a few steps.

Check back next week for the last five most popular blog posts of 2018.

Home » IBM Planning Analytics » Page 32

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

Revelwood’s Top 15 IBM Planning Analytics Tips & Tricks of 2018, Part 1

January 29, 2019 by Lisa Minneci Leave a Comment

Tips & Tricks

Every Tuesday we publish a new IBM Planning Analytics Tips & Tricks blog post. Today’s post is the first in a series of three highlighting our 15 most popular blog posts of 2018.

  1. IBM Planning Analytics Tips & Tricks: The Ranked Report

IBM Planning Analytics for Microsoft Excel (PAx) provides several tools to view, maintain, and report on your Planning Analytics data. Dynamic Reports, one of the PAx reporting tools, allows you to create flexible reports with personalized formatting. An example of this is a ranked report, which will display and sort the top set of rows. Read the full blog post to learn how to insert a TM1RPTFILTER formula into a cell on the Excel worksheet containing the Dynamic Report.

  1. IBM Planning Analytics Tips & Tricks: Asymmetrical Axis in PAx

IBM Planning Analytics for Excel (PAx) gives you the ability to use an asymmetrical approach that allows you to display combinations of elements without the repetition. IBM Cognos TM1 and IBM Planning Analytics gives you the ability to quickly create views of your existing data.  The views are symmetrical, which means that any rows or columns that contain multiple elements will include all possible combinations of the selected elements.  But sometimes you may not want to see all combinations.

Read the full blog post for an example of a symmetrical view that will be converted into an asymmetrical view.  The example will use a Financial GL cube.

  1. IBM Planning Analytics Tips & Tricks: New Parameters for TurboIntegrator

IBM Planning Analytics enables you to create a temporary VIEW or SUBSET TurboIntegrator function. This blog post explains why you may need to, and how to do so. IBM has gone to great lengths to ensure that the transition to Planning Analytics is a seamless process and has added some new functionality to help make your system more efficient.

Two commonly used TurboIntegrator (TI) functions are SUBSETCREATE and VIEWCREATE.  These processes are used to create a new component in your process, but they sometimes can cause an issue.  If you create a new subset or view in the prolog but then have the process fail with the DATA tab then the process will end without removing the new components.  This is most likely because VIEWDESTROY and SUBSETDESTROY are most likely within the Epilog.

There are ways to code around this in the existing version of TM1, but Planning Analytics now offers the ability to create a temporary VIEW or SUBSET as of version 10.2.2 FP4.  This is done by adding a flag at the end of the command.

  1. IBM Planning Analytics Tips & Tricks: Ensuring Cube Logging is Reset in TM1

Did you know you can easily reset cube logging in TM1? A previous tech tip was written to discuss when to enable and disable logging. As stated in that posting, it is best practice to turn cube logging off while processing TurboIntegrator processes. Typically, logging is turned off in the Prolog and turned back on in the Epilog. But if an error occurs when the process is run, it never reaches the Epilog and logging never gets turned back on.

  1. IBM Planning Analytics Tips & Tricks: TM1 Web Write-back Protection

There are several ways to prevent data entry to TM1 in TM1 Web websheets. The first approach can be used for input templates. Use this approach when you want your users to be able to enter data for certain cells/columns, but not others. By default, every cell in an Excel worksheet has the ‘Locked’ property set. This property has no effect on the cell unless the sheet or workbook is protected. In this example, we can select certain cells of an input template to be enterable and certain cells to be locked down or protected. To unlock certain cells in the template, right click the cells and select Format Cells. In the Format Cells dialogue box, select the Protection tab, uncheck the Locked checkbox, and select OK. Read the full blog post to learn the details.

Come back next week to read about the next five most popular blog posts of 2018.

Home » IBM Planning Analytics » Page 32

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

New Customer Care Offering: System Administration as a Service for TM1 Users

January 23, 2019 by John Pra Sisto Leave a Comment

News & Events

As part of our expanded Customer Care program, we’ve recently launched a new System Administration as a Service (SAaaS) offering for TM1 users and IBM Planning Analytics users. This new program enables you to tap into our many years of experience, staff expertise and managed services infrastructure. We’ll free up your team from the labors of TM1 administration, while handling your general and cycle maintenance needs.

TM1 users and Planning Analytics users can chose from two options:

Fully Outsourced Coverage for TM1 Users

 We’ll take over your entire administration function. Our team will be fully responsible for ensuring your business cycles are managed from start to finish and that your TM1 environment or Planning Analytics environment is running in top condition. TM1 users will realize a number of benefits from this plan, including:

  • Reducing your SG&A expense
  • Allowing you to focus on your business and core competencies, rather than admin tasks
  • Eliminating the need for you to keep track of all the changes, patches, and updates from IBM
  • Providing uninterrupted service, freeing you from planning around vacations and unexpected absences

Backup/Supplemental Coverage for TM1 Users

We’ll serve as your extra set of hands when you need us. Whether its your busy season or you are taking vacation, we’re here so that your TM1 environment is always up and running. The benefits of this program include:

  • Access your expert technical staff when you need to
  • Augmenting your internal staff
  • Filling any skill or knowledge gaps
  • Ensuring continuity of business processes
  • Freeing your part-time admin to allow them to focus on their primary role
  • Gaining incremental assistance without adding incremental headcount

Our System Administration as a Service offering is one of several in our newly expanded Customer Care program. Our other Customer Care services include a Performance Tune-Up and a Help Desk offering.

Home » IBM Planning Analytics » Page 32

Filed Under: News & Events Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Customer Care program, Financial Performance Management, Help Desk, IBM Planning Analytics, Performance Tune-Up, TM1

IBM Planning Analytics Tips & Tricks: Navigate Back to the Source

January 22, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Have you ever been in a situation where you are looking at an IBM Planning Analytics Workspace (PAW) view and quickly want to go back to that view? Did you know that PAW allows you to quickly navigate back to the source with a single click?

PAW allows you to easily define the database and cube associated with a cube view by pointing to the top, left corner of the view.

IBM Planning Analytics Tips & Tricks: Navigate back to the source

Once the view is selected, you can then click on the corner to go directly to the source cube.

IBM Planning Analytics Tips & Tricks: Navigating back to the source

This approach allows you to quickly navigate through your Planning Analytics environment with a single click.

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 in the IBM Planning Analytics Tips & Tricks Series:

IBM Planning Analytics Tips & Tricks: Creating Buttons in Planning Analytics Workspace (PAW)

IBM Planning Analytics Tips & Tricks: Customizing Planning Analytics Workspace (PAW) Directory Installation on Windows Server 2016

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

Need more help? Learn about our Customer Care options for IBM Planning Analytics & TM1 users. 

Home » IBM Planning Analytics » Page 32

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

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

January 15, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

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

Home » IBM Planning Analytics » Page 32

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, Planning Analytics Workspace, TM1

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

January 8, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

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

Home » IBM Planning Analytics » Page 32

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

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

December 18, 2018 by Lee Lazarow Leave a Comment

Tips & Tricks

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

Home » IBM Planning Analytics » Page 32

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

IBM Planning Analytics Tips & Tricks: Duplicating Sheets

December 4, 2018 by Revelwood Leave a Comment

Tips & Tricks

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

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

IBM Planning Analytics Tips & Tricks: Setting Default Members

November 27, 2018 by Revelwood Leave a Comment

Tips & Tricks

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

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

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