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Planning Analytics Workspace

IBM Planning Analytics Tips & Tricks: The Planning Analytics Workspace Rule Editor, Part 1

May 28, 2019 by Revelwood Leave a Comment

Tips & Tricks

This is a guest post from Shane Bethea.

Did you know that most TM1/Planning Analytics development can now be done in Planning Analytics Workspace (PAW)? PAW has a lot of development capabilities and allows modelers to do most development that would have previously been done in Perspectives. In addition, PAW has new development capabilities that are not available in Perspectives.

There are six modeling widgets available in a PAW book.

  • Dimension editor
  • Cube creator
  • Rule editor
  • Process editor
  • Chore editor
  • Settings editor

This post will focus on the PAW Rule editor. The Rule editor looks very similar to the Advanced Rule editor in prior versions of TM1. It has easy to read, color coded formatting and code sections can be separated into collapsible regions.

To open the Rule editor, right click a cube and choose Edit business rules.

IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Rule Editor

In the Rule editor, you will notice two drop down selectors in the upper left corner of the window. These drop downs allow you to select the database and the cube that is being modified. This allows you to switch from cube to cube, which reduces the dependence on the navigation tree.

IBM Planning Analytics Tips & Tricks: Understanding the PAW rule editor

In the upper right corner, you can select the Function drop down to insert rule functions and get brief definitions of rule functions.

IBM Planning Analytics Tips & Tricks: Learning the PAW rule editor

Use the Settings drop down in the upper right corner to enable line wrapping, show/hide shortcut keys, and change font.

IBM Planning Analytics Tips & Tricks: How to use the PAW rule editor

This is a quick overview of the basic functionality of the Rule editor widget in Planning Analytics Workspace. Stay tuned for more entries covering the other features modeling widgets.

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 about IBM Planning Analytics Workspace. Read these blog posts with IBM Planning Analytics Tips & Tricks.

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

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

IBM Planning Analytics Tips & Tricks: Creating a Simple Dashboard in Planning Analytics Workspace (PAW)

Get the most out of IBM Planning Analytics. Learn how we can help you through our Customer Care program.

Home » Planning Analytics Workspace » Page 3

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Analytics, Budgeting Planning & Forecasting, Financial Performance Management, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, Planning Analytics Workspace, 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 » Planning Analytics Workspace » Page 3

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

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