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IBM Planning Analytics Tips & Tricks Video: The Aggregate Function

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Watch our latest IBM Planning Analytics Tips & Tricks video to learn about the aggregate function. Lee Lazarow, Revelwood’s FP&A Technology director, demonstrates this new function that allows you to summarize values that cannot be added up or averaged.

You’ll see Lee create a simple view of net income, examining some of the details associated with opex. He looks at it for multiple companies and for a total. Lee explains how one set of data is from the original numbers that your planners input into Planning Analytics. That data is doing a standard roll-up.

The second set of data is for a calculation of the percentage of net income. Lee demonstrates what you should do if you don’t want to look at the pre-built consolidation, but instead want to look at only some of the companies. He walks you through how to create your own calculation.

You’ll learn how to make sure this calculation is not a sum calculation, but instead how to leverage the aggregate function to summarize values such as percentages or ratios.

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!

Watch more IBM Planning Analytics Tips & Tricks videos:

IBM Planning Analytics Tips & Tricks Video: Drag & Drop Functionality

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

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

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IBM Planning Analytics Tips & Tricks: Creating Groups in PAW

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Did you know that you can create new groups and delete groups directly in IBM Planning Analytics Workspace (PAW)?  This is done within the dimension editor via the same screen that you use to edit dimensions and attributes.

Step 1: Select the dimension to be edited.  This is done by either right clicking on a dimension and selecting the option to “Edit Dimension” or by dragging the dimension onto a sheet.

Step 2: Switch to member security mode.  This is done by clicking the Member Security Mode icon:

IBM Planning Analytics Tips & Tricks: Creating Groups in PAW

Step 3: You can now modify groups by selecting the icon to either create or delete a group:

Creating groups in IBM Planning Analytics Workspace

If you choose the option to create a group then you will be prompted for the group name.

How to create groups in IBM Planning Analytics Workspace

Once created, you can then set security by right clicking on the applicable areas:

  • Right click on the group name to define security for all elements within the group
  • Right click on a specific element to define security only for that element

This approach will save you time by allowing you to perform all aspects of dimension maintenance within a single area.

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: PAW Cell Comments

IBM Planning Analytics Tips & Tricks: New Features in PAW – Data Refresh

IBM Planning Analytics Tips & Tricks: PAW Pass Context

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IBM Planning Analytics Tips & Tricks: The Data Load Process

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In an IBM Planning Analytics Tips & Tricks video, I showed how to use a drag and drop approach to load data into a cube. Since that time, the wizard has been updated to allow you to save your import as a new TurboIntegrator process and to also schedule the process within a chore.

After dragging the file onto the cube, the first screen that appears is a confirmation of the file with some file-based setup aspects such as the delimiter, the quote character and the number of header rows:

IBM Planning Analytics Tips & Tricks: The Data Load Process

After clicking the continue button, the second screen appears which allows you to define the columns and aspects associated with the data load (before and during):

The Data Load Process in IBM Planning Analytics

The bottom, right corner of this screen allows you to save the import as a process and/or a chore:

IBM Planning Analytics Tips: The Data Load Process

Once executed, the process will be saved and can be referenced using PAW’s process functionality:

IBM Planning Analytics Tricks: The Data Load Process

This approach within Planning Analytics allows you to use a drag and drop approach to create and save Planning Analytics code.

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: Reviewing Chores

IBM Planning Analytics Tips & Tricks: Creating Buttons for TurboIntegrator Scripts

IBM Planning Analytics Tips & Tricks: How to Maintain a Hierarchy via a TurboIntegrator Process

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

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

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In today’s IBM Planning Analytics Tips & Tricks video, our FP&A Technology Director, Lee Lazarow, demonstrates how to create multi-level dimensions in Planning Analytics Workspace (PAW). This new feature allows you to build brand-new dimensions by simply dragging a file onto your screen.

Watch the video and you’ll learn:

  • How to take a multi-level file of cities and states in Notepad and drag it into PAW
  • How the leaf-level elements will be the specific cities
  • How the parent-level will be the states
  • How that rolls up to a grand total called Tri-State

From there, you then learn:

  • How to create a dimension
  • Name your dimension
  • How Planning Analytics has built-in logic to understand the levels of your file

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 Tips & Tricks videos:

IBM Planning Analytics Tips & Tricks Video: The Hold Feature

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

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

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In today’s IBM Planning Analytics Tips & Tricks video, our FP&A Technology Director, Lee Lazarow, demonstrates how you can use words to input data in Planning Analytics Workspace (PAW) instead of numbers. In the old TM1-world, you had the ability to put numbers into your system as part of your normal planning approach. Now, you can use words. Let’s explain …

Watch our Planning Analytics video and you’ll learn how to:

  • Enter words such as 2k to indicate 2,000
  • Enter 2.5K for 2,500
  • Use the “greater than” sign to spread values into other cells and reconsolidate them
  • Have Planning Analytics Workspace do the math for you by typing in common phrases such as “add 100” or “increase by 10%”

This approach gives you a great deal of flexibility when using PAW. You can use your number keypad, your standard keyboard, or even voice commands to enter data into 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: Reordering TM1 Cubes

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

IBM Planning Analytics Tips & Tricks Video: Creating Buttons in Planning Analytics

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

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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

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

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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

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

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In our latest IBM Planning Analytics Tips & Tricks video, Revelwood’s FP&A Technical Director, Lee Lazarow explains and demonstrates how bookmarks work in IBM Planning Analytics Workspace (PAW). Bookmarks in PAW are quick and easy to use and make a big difference when navigating through many items in Planning Analytics.

Watch Bookmarking in IBM Planning Analytics and learn:

  • How to add or remove a bookmark
  • How bookmarks are used to quickly move to a certain spot
  • How bookmarks are used to go to a specific view

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!

Watch other videos in our IBM Planning Analytics Tips & Tricks series:

Regions with Rules in IBM Planning Analytics

Creating Dimensions in IBM Planning Analytics

Creating Dashboards in IBM Planning Analytics

Creating a Cube in IBM Planning Analytics

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