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IBM Planning Analytics Tips & Tricks: Administration Page Layout

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Did you know that the administration page layout has changed in IBM Planning Analytics Workspace (PAW) update 57?

In previous versions of PAW, the administration page used a tabbed approach that separated each component into its own tab. This required administrators to click through each tab to gain insight on a single component.

IBM Planning Analytics Tips & Tricks: Administration Page Layout

In PAW version 57 and later the administration page uses a tiled approach. Each tile represents the individual components of PAW administration. IBM has also incorporated some basic insights for several components. This provides a singular place where administrators can see a high-level status of PAW rather than having to click through each tab. If an administrator spots an issue or needs further information for a specific component then he/she can simply click into the tile.

IBM Planning Analytics Tips & Tricks: Administration Page Layout

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:

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IBM Planning Analytics Tips & Tricks: The Waterfall Chart

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IBM Planning Analytics Workspace (PAW) includes various visualizations that can be used to view your data. One of these visualizations entails a chart called a waterfall chart. This type of chart will help you show the components of a summarized number and is very helpful in determining which values are beneficial to the total and which values are detrimental.

The image below shows an exploration and its corresponding waterfall chart.

IBM Planning Analytics Tips & Tricks: The Waterfall Diagram
  • The chart shows information about each region while also defining each region as a positive (green) or negative (red) amount, which makes it easy to determine what is adding to the total and what is reducing the total.
  • The chart makes it easy to compare regions against each other, which allows you to quickly see that the Northeast gross profit is much larger than the West.
  • The chart allows users to look at the pieces as a rough percentage of the total, which lets you see that the Northeast accounts for more than half of the total.

PAW also allows you to customize various aspects of the chart, including colors for each bar.

Understanding the waterfall diagram in IBM Planning Analytics

The combination of an exploration and a waterfall chart can be used as the starting point for a user friendly dashboard in PAW.

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:

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IBM Planning Analytics Tips & Tricks: Change Element Type in PAW

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Most users of IBM Planning Analytics Workspace (PAW) are familiar with the dashboarding and reporting capabilities for front-end users. However, IBM has built-in features that allow administrators to manage their models from PAW as well. Managing the dimension structure is one such feature. Though most of it is intuitive, updating the element type is a bit hidden.

To access the dimension editor, first open a workbook in PAW. Then in the left navigation pane, expand the “Dimensions” node to find the dimension that you would like to edit.

IBM Planning Analytics Tips & Tricks: Change Element in PAW

Drag the dimension to the work area pane on the right. You’ll see a warning stating that any changes will apply instantly unless you have reserved the dimension. Reserving the dimension locks the dimension so that no one else can make changes.

IBM Planning Analytics Tips: Change Element Type in PAW

In the PAW dimension editor, click on the paw iconicon to show the properties window. Select a member to show or change its properties. Please note that PAW doesn’t have “Consolidated” as a selectable type in the dropdown. PAW will automatically convert an element to a consolidation when you add children to it.  Conversely, it will change a consolidation to a simple element when you remove all children.

IBM Planning Analytics Tricks: Change Element Type in PAW

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:

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IBM Planning Analytics Tips & Tricks: Asymmetric Axis in PAW

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One of the helpful features of IBM Planning Analytics is the ability to create explorations using asymmetric axes. This is useful when you have stacked column or row dimensions, and only want to display certain combinations of elements instead of all combinations of the stacked dimensions.

To do this in Planning Analytics Workspace (PAW), open a workbook in PAW and open an exploration. Click on the Icon in PAW icon to make the row dimensions asymmetric or the icon in PAW_2 icon for the column dimensions. Next, hold down the CTRL key and select the rows or columns you want to keep or hide.

IBM Planning Analytics Tips & Tricks: Asymmetric axis in PAW

Right-click on one of the selected columns and select “Keep” or “Hide.”

Asymmetric axis in PAW

If you need to revert back to the normal view, right-click on any row or column and select “Unhide All.”

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:

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IBM Planning Analytics Tips & Tricks: Control Space

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Have you ever been deep in thought while writing a rule or a process only to realize that you forgot the parameters for a specific command?  IBM Planning Analytics Workspace (PAW) has solved this dilemma by giving you the ability to determine those parameters with a simple set of keystrokes.

PAW’s rule editor and process editor allows you to use Ctrl-Space (e.g., press the control key and the space bar at the same time) to determine the required values associated with any rule or TI command. For example, if I type ATTRS and then press Ctrl-Space, the following will appear on the screen:

IBM Planing Analytics Tips & Tricks: Control Space

I now know the parameters that are required to complete the code.

Ctrl-Space will also help you determine which function to use.  For example, if I type ATTR and then press Ctrl-Space, the following will appear on the screen:

IBM Planning Analytics Tips: Control Space

I am now aware of all the possible attribute functions that are available and can double click on one of the results to have it automatically inserted for me.

If I do not know anything about the name of the functions to use, I can click on the fx button to see a list of the available functions, all grouped by category.

IBM Planning Analytics Tricks: Control Space

This approach allows you to quickly remember the functions and parameters that can be used in your code without having to shift your focus to another screen or manual.

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:

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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

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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: Reviewing Chores

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In today’s IBM Planning Analytics video tutorial, our FP&A Technology Director, Lee Larazow, demonstrates PAW v 2.0.43’s new approach that allows you to easily review the chores that are associated with a specific process. Once you have mastered the techniques Lee explains in this video, you’ll have a key skill to making it much easier to maintain your Planning Analytics environment.

Watch this video and you’ll learn how to:

  • Go into a list of processes
  • View all the individual chores associated with a process
  • Define the processes within the chore
  • Completely remove a process from the chore

This new approach by PAW makes Planning Analytics maintenance much easier!

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:

Creating Buttons in Planning Analytics

Planning Analytics Admin

Dimension Maintenance in IBM Planning Analytics

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IBM Planning Analytics Tips & Tricks: Simplifying Dimension Maintenance

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Watch our latest IBM Planning Analytics Tips & Tricks video to learn how to simplify dimension maintenance in Planning Analytics. Once you master these easy techniques, you’ll be able to do all of your dimension maintenance from the Planning Analytics Workspace (PAW) administration screen.

In this video, Lee Lazarow, Revelwood’s FP&A technology director, demonstrates how to maintain your dimensions in PAW. Lee shows you how to move elements using both a standard drag-and-drop approach and a wizard-based approach. You’ll also see how to create new hierarchies and how to manipulate your dimension structure without going to a different screen.

By merging all aspects of a dimension together, you can do all your dimension maintenance from the PAW administration screen.

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!

Check out our IBM Planning Analytics Tips & Tricks video series:

Regions with Rules in IBM Planning Analytics

Bookmarking in IBM Planning Analytics

Snap Commands in IBM Planning Analytics

Pivoting & Selecting Shortcut in IBM Planning Analytics

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