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IBM Planning Analytics Tips & Tricks: PAW Exploration Icons

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Have you ever been in a situation where you wanted your users to reference an exploration or chart on your IBM Planning Analytics Workspace (PAW) page, but you didn’t want to give them full access to make changes? You can do this by editing the toolbar to include or exclude icons.

This setting is found within the Properties area within the Custom, Toolbar section. Here is a sample of the options for an exploration:

A screenshot of a computer Description automatically generated

Not all icons are configurable (for example, the zero suppression icon will always be available to users), but each item in the list uses a simple on/off trigger to determine if the icons should appear for end users.

Here is an example with the “Edit MDX” icon enabled:

And here is an example with the “Edit MDX” icon disabled:

As you can see, disabled icons will completely disappear from the list.

This approach provides an easy way to simplify the ribbon for your end users.

Revelwood is an IBM Gold Business Partner with 25+ years of experience designing, developing, implementing and maintaining IBM Planning Analytics environments. Revelwood has helped clients in all sizes across all industries optimize and grow their use of Planning Analytics. Revelwood’s Planning Analytics team consists of experienced PA experts, including a multi-year IBM Champion.

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

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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

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