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lee lazarow

IBM Planning Analytics Tips & Tricks: The CellValueN Formula

May 19, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

Rules in IBM Planning Analytics allow you to reference components of a cube as part of your formula … either from the cube you are currently in or from another cube. This is done via the use of the DB function. The syntax of the DB function is:

DB(cube, elem1, elem2, …)

Where each elem value references an element from the dimensions of the cube, in the order of the cube definition.

This is a great formula if you know all the dimensions of your cube in the proper order. But what if you don’t want to have to define every dimension in your cube?

Planning Analytics also allows you to use a formula called CellValueN. The syntax of the CellValueN function is the same as the other formula:

CELLVALUEN (cube, elem1, elem2, …)

… but there are some differences when using this formula.

  • You do not have to reference every dimension! Any undefined dimensions are the equivalent of using the exclamation point, often called a “bang.” This means that you only need to reference dimensions/elements that are different from the source value.
  • Since you are not putting your dimensions in order, you must reference the dimension name in front of each element. The dimension name must be written within a set of single quotes, a colon is then used without quotes, and the element is then written within another set of single quotes.

For example, account 605100 would be written as ‘Account’:‘605100’

  • There are different versions of the rule. One version is CellValueN which pulls numeric values and one version is CellValueS which pulls string values.

Here is an example of the rule. Note that the cube contains seven dimensions but the formula only references two of them.

IBM Planning Analytics Tips & Tricks: CellValueN Formula

This approach allows you to simplify your rules by referencing a data point without having to reference every dimension within the cube.

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! You can also sign up to get our Planning Analytics Tips & Tricks sent directly to your inbox!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Learn the Excel CELL Formula

IBM Planning Analytics Tips & Tricks: IFERROR

IBM Planning Analytics Tips & Tricks: Excel’s CONCAT and TEXTJOIN Functions

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

IBM Planning Analytics Tips & Tricks: Max Number of ELSEIF

May 12, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

Most of you know the concept of an IF statement within TurboIntegrator

IF (expression);
statement1;
ENDIF;

… and most of you also know the concept of nested-IF statements

IF (expression);
    statement1;
ELSEIF (expression);
    statement2;
ENDIF;

… and most of you also know the concept of generically using an ELSE command as a catch-all

IF (expression);
    statement1;
ELSEIF (expression);
    statement2;
ELSE;
    statement3;
ENDIF;

But did you know that Planning Analytics has a maximum number of nests that can be included within a TurboIntegrator process?  You can nest up to 20 ELSEIF/ELSE statements in a process. If you exceed 20 nested statements then you will receive an error when attempting to save the process.

If you come across situations where you are using a lost of nested IF statements, then there may be a way to re-assess the expressions that are being used.  Give us a call!

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! You can also sign up to get our Planning Analytics Tips & Tricks sent directly to your inbox!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Learn the Excel CELL Formula

IBM Planning Analytics Tips & Tricks: IFERROR

IBM Planning Analytics Tips & Tricks: Excel’s CONCAT and TEXTJOIN Functions

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

IBM Planning Analytics Tips & Tricks Video: Formatting Views in Planning Analytics Workspace

April 14, 2020 by Lisa Minneci Leave a Comment

Video

In today’s IBM Planning Analytics Tips & Tricks video, Lee Lazarow, our PF&A Technology Director, demonstrates how to format views in Planning Analytics Workspace (PAW). By using formatting, you will make your views easier to read so your users can spend more time focusing on their data.

Watch the video to learn how to manipulate your views by:

  • Making your columns wider
  • Changing rowing heights
  • Changing fonts and text styles
  • Adding shading, and more.

You’ll also learn how to start over if you want to change your formatting. Taking the time to format your views makes it much easier for your users to home in on the data and the meaning behind that data.

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!

Want to get our Planning Analytics Tips & Tricks delivered to your inbox every Tuesday? Sign up to get our weekly email of just the week’s tip! And don’t forget to subscribe to our YouTube channel for more Planning Analytics videos.

Watch more Planning Analytics Tips & Tricks videos:

IBM Planning Analytics Tips & Tricks Video: Creating Multi-Level Dimensions

IBM Planning Analytics Tips & Tricks Video: The Hold Feature

IBM Planning Analytics Tips & Tricks Video: Using Words Instead of Numbers

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Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, Planning & Forecasting, Planning & Reporting, Planning Analytics Tips & Tricks, planning analytics tips & tricks video, Planning Analytics video, Revelwood, TM1

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

April 7, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

IBM Planning Analytics pages are defined as “books.” Each book can have multiple components on it (a view, an image, etc.) and the book can contain multiple sheets.

Most users create books by clicking on the “New” icon from the Welcome screen and selecting either a book from a list of templates or via a default format (freeform layout and tabbed workspace).

IBM Planning Analytics Tips & Tricks: Creating New Books

But did you know that you can save time by clicking on a single button on the Welcome screen? The top left corner contains an icon that looks like a diamond.

Creating new books with the diamond icon in IBM Planning Analytics

You will notice that this is an icon (and not just an image) since the image will change slightly as you hover over it. By clicking on this image, you can create a book that uses the default format.

This “hidden” approach in Planning Analytics will help you save time by creating a new PAW Book via a single click.

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! You can also sign up to get our Planning Analytics Tips & Tricks sent directly to your inbox!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Admin Server Recycle

IBM Planning Analytics Tips & Tricks: Admin Critical Alerts

IBM Planning Analytics Tips & Tricks: Admin Alerts

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Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, IBM Cognos TM1, IBM Planning Analytics, ibm planning analytics books, lee lazarow, Revelwood, TM1

IBM Planning Analytics Tips & Tricks: Admin Server Recycle

March 24, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

In your existing TM1 world, much of the administration is done via your computer’s operating system. Planning Analytics brings much of the administration into your environment via a web-based interface.  This blog post explains how to do server recycle through the new interface.

Planning Analytics offers the ability to stop and/or restart your server and access logs within your system. These steps are done within the administration screen.

To access the administration screen, click on the Administration option at the top right corner of your screen (note that this will only appear if you have Admin permissions).

IBM Planning Analytics Tips & Tricks: Admin Server Recycle

Once inside the administration portal, select the option for Databases.

IBM Planning Analytics Tricks: Admin Server Recycle

You will see all your servers at the bottom left corner of your screen. Each server box will define information such as the current memory usage and the current CPU usage.

IBM Planning Analytics Tips: Admin Server Recycle

The bottom of the box will give you the ability to stop or restart your server and the three dots at the top of the box will give you access to various logs.

This approach within Planning Analytics allows server administration to be performed by PA administrators without the need to learn operating system techniques or to perform file navigation steps.

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! You can also sign up to get our Planning Analytics Tips & Tricks sent directly to your inbox!

Read more Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: The New Planning Analytics Admin Approach

IBM Planning Analytics Tips & Tricks: Admin Alerts

IBM Planning Analytics Tips & Tricks: Admin Critical Alerts

Home » lee lazarow » Page 3

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

IBM Planning Analytics Tips & Tricks Video: The Hold Feature

March 17, 2020 by Lee Lazarow Leave a Comment

Videos

Today’s IBM Planning Analytics Tips & Tricks video focuses on the new hold feature in Planning Analytics. Watch the video and you’ll see our Director of FP&A Technology, Lee Lazarow, demonstrate how to use the hold feature, which gives you the ability to do full top-down spreading or partial spreading.

In this video Lee will show you how to do top-down planning in Planning Analytics. He walks you through the simple scenario of decreasing all expenses by 10%. He also shows you how to set a fixed expense, but then also decrease your other expenses.

This is just one of many new useful features in Planning Analytics.

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!

Want to get our Planning Analytics Tips & Tricks delivered to your inbox every Tuesday? Sign up to get our weekly email of just the week’s tip! And don’t forget to subscribe to our YouTube channel for more Planning Analytics videos.

Watch more Planning Analytics video tutorials:

IBM Planning Analytics Tips & Tricks Video: Using Words Instead of Numbers

IBM Planning Analytics Tips & Tricks Video: How to Reorder TM1 Cubes in Planning Analytics

IBM Planning Analytics Tips & Tricks Video: Filtering in Planning Analytics

Home » lee lazarow » Page 3

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

IBM Planning Analytics Tips & Tricks: Admin Alerts

February 25, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

In your existing TM1 world, much of the administration is done via your computer’s operating system. Planning Analytics brings much of the administration into your environment via a web-based interface.  One of the tasks you can do in this interface is to create and define email alerts.

Planning Analytics offers the ability to notify you about aspects of your server such as “Alert me when memory usage on the machine exceeds 50%”.  This is done within the administration screen.

To access the administration screen, click on the Administration option at the top right corner of your screen (note that this will only appear if you have Admin permissions).

IBM Planning Analytics Tips & Tricks: Admin Alerts

Once inside the administration portal, select the option for Databases, Configuration.

IBM Planning Analytics Tips: Admin Alerts

Within the configuration settings window you can then select Alerts, expand the Databases section, and select a database.

IBM Planning Analytics Tricks: Admin Alerts

Once selected, you will have a series of options such as memory usage and thread information. Each option offers threshold definitions and an option to send a notification. The bottom of the screen defines the email addresses that will be used when notifications are sent.

This approach within Planning Analytics allows system administration to be performed by PA administrators without the need to learn operating system techniques or advanced coding methods.

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! You can also sign up to get our Planning Analytics Tips & Tricks sent directly to your inbox!

Learn more IBM Planning Analytics Tips & Tricks to make your admin tasks easier!

IBM Planning Analytics Tips & Tricks: The New Planning Analytics Admin Approach

IBM Planning Analytics Tips & Tricks: Simplifying Dimension Maintenance

IBM Planning Analytics Tips & Tricks: Planning Analytics Administration

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Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, Planning analytics administration, Revelwood, TM1

IBM Planning Analytics Tips & Tricks: How to Reorder TM1 Cubes in Planning Analytics Workspace

February 18, 2020 by Lisa Minneci Leave a Comment

Videos

In today’s IBM Planning Analytics Tips & Tricks video, our PF&A Technology Director, Lee Lazarow, demonstrates a new feature in Planning Analytics Workspace (PAW) version 2.0.44, that enables you to reorder TM1 cubes. Your TM1 cubes were likely designed for a specific reason. Over the course of years, the data has been changed and added to. TM1 would let you optimize the system by reordering the dimensions and re-indexing the database.

Watch this Planning Analytics video to see how this new feature lets you optimize your cubes by reordering them. When you reorder your cubes, PAW gives you information about the optimization, including if there will be an increase or decrease in performance, and what the impact on RAM will be.

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!

Want to get our Planning Analytics Tips & Tricks delivered to your inbox every Tuesday? Sign up to get our weekly email of just the week’s tip! And don’t forget to subscribe to our YouTube channel for more Planning Analytics videos.

Watch more Planning Analytics video tutorials:

Filtering in Planning Analytics

Creating Buttons in Planning Analytics

Planning Analytics Admin

Home » lee lazarow » Page 3

Filed Under: IBM Planning Analytics Tips & Tricks, Videos Tagged With: Analytics, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, planing analytics video, Planning & Forecasting, Planning & Reporting, Planning Analytics Tips & Tricks, planning analytics tips & tricks video, Revelwood, TM1

IBM Planning Analytics Tips & Tricks Video: Filtering in Planning Analytics

February 11, 2020 by Lisa Minneci Leave a Comment

Video

In today’s IBM Planning Analytics Tips & Tricks video, our FP&A Technology Director, Lee Lazarow, demonstrates how to do filtering in Planning Analytics. Filtering in Planning Analytics Workspace (PAW) will make it easy for your users to select the data they want to see, thereby giving them a good user experience.

The new PAW interface works much like Windows Server does – you can do various searches (wildcard searches, level searches, attribute searches) and thereby take a giant list of elements and filter it down to a smaller subset. The PAW interface even takes it a step further by enabling you to make your search criteria much more structured and user-friendly.

When you master the ability to do filtering in PAW, you’ll enable your users to easily select the data they need.

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!

Want to get our Planning Analytics Tips & Tricks delivered to your inbox every week? Sign up to get our weekly email of just the week’s tip! And don’t forget to subscribe to our YouTube channel for more Planning Analytics videos.

Watch more IBM Planning Analytics Tips & Tricks videos:

Reviewing Chores in Planning Analytics

Creating Buttons in Planning Analytics

Planning Analytics Admin

Home » lee lazarow » Page 3

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, lee lazarow, Planning Analytics Tips & Tricks, planning analytics tips & tricks video, Planning Analytics video, Planning Analytics Workspace, TM1

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