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Planning & Forecasting

IBM Planning Analytics Tips & Tricks: Creating Groups in PAW

September 22, 2020 by Lee Lazarow Leave a Comment

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

Home » Planning & Forecasting » Page 9

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

FP&A Done Right: Planning for What’s Next in Uncertain Times

September 18, 2020 by Revelwood Leave a Comment

FP&A Done Right

This is a guest blog post from our partner Workday Adaptive Planning, written by Michael Magaro. The blog post was originally published on FEI Daily.

The COVID-19 pandemic changed our world, almost overnight, and businesses are having to adjust. The unprecedented nature of the pandemic means no one knows how deep the economic downturn will be, or how long it will last, which makes financial planning for businesses especially difficult.

Fitch Ratings’ “Global Economic Outlook” states that global economic activity will decline by 1.9% this year with the U.S., Eurozone and UK GDP down by 3.3%, 4.2% and 3.9%, respectively. Some industries will be more impacted than others, and next to no one has historical experience with pandemic conditions.

Companies are clearly having a hard time planning. A survey from Gartner of 99 CFOs and finance leaders taken April 14-19 revealed that 42% of CFOs have not incorporated a second wave outbreak of COVID-19 in the financial scenarios they are building for the remainder of 2020, a finding dubbed “surprising,” by Alexander Bant, practice vice president, research, for the Gartner Finance.  Many public companies have also withdrawn guidance due to lack of visibility.

So how do companies plan when visibility is so cloudy, and unknowns are so numerous?

For the finance team at Workday, we are embracing scenario planning—basically harnessing the power of “what if”—to respond to COVID-19, and so are many of our customers. Our cloud planning platform is processing up to 30 times more forecasts and build-out scenarios for customers than in a typical, pre-pandemic week. And given the volatility and unpredictability we’ve seen, it’s not likely to ease up soon.

But the reality is that agility starts with planning. Not long before the pandemic hit, we, like many companies, had our plan in hand and were evaluating many different potential outcomes, including whether the long-running economic expansion would begin to show signs of slowing. As the realities of the pandemic came into view, we stepped up scenario planning in order to adapt to changing market conditions–and achieve the level of agility our business demands. And, while we continue to adjust and adapt like all companies, we identified five critical steps for successful scenario planning.

Step One: Assess potential impact to the top line

How will what’s happening impact revenue and the various revenue streams that feed the top line number? For many companies, this will include impacts to new business activity, customer retention, and assumptions that went into the impact of new product launches — if any exist.

Each business faces a different situation. During the pandemic, many hospitality businesses are struggling. Meanwhile, many online retailers are going strong. Each industry’s history can be instructive. During the 2002 Dotcom crash and the 2008 financial crisis, for instance, software companies with a higher percentage of SMB customers took a bigger hit to monthly renewal rates.

Because no one has historical data for a pandemic, it’s important to start off fairly basic with scenario planning. Model some elements from the top line, such as new sales, business renewal activity, and up-sell to existing customers by quarter throughout the year. Consider a range of scenarios possible for your business, perhaps 50%, 65% and 80% of a pre-pandemic plan. This gives a good view into what could happen to the income statement and balance sheet and help businesses understand variances on metrics that matter most to them. For organizations similar to Workday, that’s subscription revenue growth, non-GAAP operating margin, and, ultimately, cash flow.

Step Two: Identify levers on the investment side of the business

What levers do you have to pull? For most companies, people are the biggest cost. Do you hire as planned before the pandemic? What are the differences between hiring as planned, freezing hiring for the rest of the year, and the range of options in between? No business wants to cut job cuts at any time, so it’s important to understand other cost levers at your disposal, and the various outcomes possible when you pull them. To understand your big levers, you have to really understand your business.

Step Three: Align leadership

The finance team alone should not decide steps one and two. Involve all leaders so you get the right picture and analysis, and make sure you’ve identified the right levers. Involving leaders keeps everyone aligned and thinking about the right things. For many companies this may take the form of dashboards shared across the leadership team or creating regular review meetings.

Step Four: Identify a good outcome

Ask what a good outcome looks like for your organization. This will differ for each organization. Is it to retain existing customers? Is it to retain your workforce, or to maintain a customer satisfaction standard? Is it to expand and win market share from distracted competitors? By identifying what matters most to your organization, you’ll better prioritize through steps one, two, and three. And in today’s climate, that desired outcome may change, further elevating the importance of a continuous approach to planning.

Step Five: Dive deeper

Once you have your various scenarios, and have received feedback on them, dive deeper. For some companies, this will mean digging into supply chain issues, for others it may be assessing risk by segment, etc. Third-party research can help you decide how to respond. For instance, if you know a number of your suppliers or customers are feeling a lot of pain, how can you be proactive in supporting them? Align various teams on this topic, too. For instance, sales and customer service hear directly from customers. Their knowledge should inform your analysis and drive your ability to help your customers, partners, and your own top line.

Scenario planning to continuous planning

Even prior to the pandemic, Workday’s finance organization was working toward a continuous planning framework. Our aim is to shift from annual planning and budgeting to continuous planning via more frequent reviews and assessment of how changing conditions impact our product roadmaps, and vice-a-versa. Along the way, we look at such things as margins and cash flow. Whenever conditions change, we anticipate being able to take action and adjust our model. For instance, if product development runs behind schedule, do we adjust by upping investment to get it back up to speed or do we adjust our top line estimates? If we’re operating correctly under the continuous planning framework, planning is not a point in time—it is continuous.

Embracing flexibility

The pandemic is challenging us as humans, as companies, and as business partners in all kinds of new ways. When any crisis hits, finance teams need to be able to seamlessly navigate the kinks that come with uncertainty. Scenario planning—and eventually continuous planning—enables us to embrace flexibility and to use it our advantage.

This blog post was also published by Workday Adaptive Planning and appeared here.

Home » Planning & Forecasting » Page 9

Filed Under: FP&A Done Right Tagged With: Budgeting Planning & Forecasting, continuous planning, COVID-19, Financial Performance Management, FP&A, FP&A done right, Planning & Forecasting, Planning & Reporting

IBM Planning Analytics Tips & Tricks Video: Using Drag & Drop to Change Selector Elements in PAx Reports

September 15, 2020 by Lisa Minneci Leave a Comment

Video

In our latest IBM Planning Analytics Tips & Tricks video, Lee Lazarow, Revelwood’s FP&A technology director demonstrates how to change selector elements within IBM Planning Analytics for Excel (PAx) using drag and drop functionality. This new feature enables you to do this without having to open the set editor.

Watch this video and you’ll learn how to:

  • Select the element you want and drag it
  • Drag an existing set of elements to a selector

This approach enables Planning Analytics administrators the ability to change the values in a subset without having to train your users or learn anything about the subset editor.

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: Formatting Views in Planning Analytics Workspace

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

IBM Planning Analytics Tips & Tricks Video: The Hold Feature

Home » Planning & Forecasting » Page 9

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

Best-in-Class Companies Regularly Select Integrated Planning and Reporting Solutions

September 14, 2020 by Lisa Minneci Leave a Comment

News & Events

According to the recent BARC Score report, best-in-class companies regularly select integrated planning and reporting solutions, such as IBM Planning Analytics, over Excel or home-grown systems. This report gives an overview of the planning and analytics market and provides strengths and weaknesses of leading vendors in the space.

The BARC Score report states, “Today, the reality in many companies is that integrated planning and analytics is an often proclaimed, but seldom achieved goal … So Excel, as the lowest common denominator, is often the default first choice for integrating planning with analytics. However, the lack of coherence of data and functionality resulting from using Excel instead of specialized software tools, are frequently cited reasons for user dissatisfaction, inconsistencies or error susceptibility with planning and analytics in companies today.

The report continues, “companies that use integrated software platforms for planning and analytics experience far fewer problems than those that address both topics separately with different software tools.”

IBM Ranked a Market Leader in Report

This report covers “all of the leading vendors as well as many smaller vendors that often have less visibility, but equally offer outstanding value to their customers. The vendors included are: Anaplan, Board International, IBM, Infor, Jedox, Longview, OneStream Software, Oracle, Prophix, SAP, Unit4 Prevero, Wolters Kluwer | CCH Tagetik, and Workday (Adaptive Insights.)

BARC Score report 2020

BARC’s assessment of IBM includes its portfolio of planning and analytics products – IBM Planning Analytics, powered by TM1, IBM Cognos Analytics, IBM Watson Studio and IBM SPSS. BARC lists IBM’s strengths, including:

  • IBM Planning Analytics offers comprehensive flexibility for business power users to create planning and analytics applications based on a high performance in-memory database
  • Comprehensive Excel-based functionality for preparing individual planning and analytics content in IBM Planning Analytics (modeling, custom planning forms, etc.) and publishing it to the web
  • Well-established and expansive partner community with global product support and knowledge

The BARC Score report is based on data points from The Planning Survey, The BI Survey and numerous analyst interactions. Download your copy of the report today.

Home » Planning & Forecasting » Page 9

Filed Under: News & Events Tagged With: BARC, BARC Score report, Budgeting Planning & Forecasting, Financial Performance Management, IBM Cognos TM1, IBM Planning Analytics, Planning & Forecasting, Planning & Reporting, TM1

IBM Planning Analytics Tips & Tricks: Control Space

September 1, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

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:

IBM Planning Analytics Tips & Tricks: Home Button

IBM Planning Analytics Tips & Tricks: Subset Control Dimension

IBM Planning Analytics Tips & Tricks: PAW Pass Context

Home » Planning & Forecasting » Page 9

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

IBM Planning Analytics Tips & Tricks: New PAx Feature – Double Click

August 25, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

IBM Planning Analytics for Excel (PAx) contains a task pane that shows the cubes within your model. Double clicking on a specific cube expands the information associated with the cube, including public views, private views, and the dimensions. Version 49 introduced a new feature to the double click … the ability to launch an exploration browser within your Excel environment.

When double clicking for the first time, you will be promoted to define what happens upon double click. There are two options to select from: Expand and Launch

IBM Planning Analytics Tips & Tricks: PAx double click
  • Expand will show the nodes associated with the cube
  • Launch will open a view editor
  • Note: as of this writing, at least one view must be defined for the launch option to properly work.  IBM is currently working to change this requirement.

After launching and modifying your view, you can then bring the results back to Excel by clicking on the Reports button and selecting the type of report that you want to convert your view into.

New IBM Planning Analytics PAx feature - double click

If you want to reset the action associated with double click, you can change it within the options dialog box.

New double click feature in IBM Planning Analytics for Excel

This feature allows you to quickly analyze data via a drag-and-drop approach and then bring the results back into a Planning Analytics for Excel worksheet.

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: The Collect Feature in Planning Analytics Workspace

IBM Planning Analytics Tips & Tricks Video: The Hold Feature

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

Home » Planning & Forecasting » Page 9

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

FP&A Done Right: 3 Steps to Help you Plan for What’s Coming

August 21, 2020 by Revelwood Leave a Comment

FP&A Done Right

This is a guest blog post from our partner Workday Adaptive Planning, written by Bob Hansen. Read it to learn why static planning no longer works and how to make your business agile.

Throughout the world, businesses of every size are feeling firsthand the impacts of instability. In a time of uncertainty, surviving and thriving comes down to how promptly your business can identify disruptive changes and proactively respond to them.

That’s not so easy when your business is mired in static planning—characterized by long planning cycles, immediately obsolete plans, siloed efforts, and hard-to-find errors. Manual, spreadsheet-based planning, budgeting, and forecasting may have worked well enough in a more predictable age. But as we’re discovering that age is long gone.

Even traditional market forces have proven challenging. Technological advances, ever-increasing customer expectations, and smarter, data-driven decision-making put pressure on finance teams to find new ways to operate with agility.

But how do you plan in a way that allows you to respond to such events, from the predictable to the unlikely?

The answer begins — and ends — with active planning.

Why static planning is a disadvantage

The static, traditional planning models finance teams relied on for decades aren’t just a questionable choice in times of disruption—they can leave your business at a grave disadvantage. Businesses hampered by outdated planning processes are often left scrambling to react to changes while more agile competitors outpace, outperform, and outmaneuver them. Look around you: The companies that are performing well at this minute have pivoted—sometimes substantially—in a matter of weeks, sometimes days. Their business agility has become their defining attribute for success.

It’s safe to conclude that many of these agile businesses aren’t weighed down by manual, episodic, and siloed planning. Rather, they’ve likely embraced a more modern approach to planning—planning that’s collaborative, comprehensive, and continuous. These businesses consistently minimize risk, maximize performance, and create competitive advantages because their planning empowers greater business agility.

The difference between static and modern—or active—planning can be stark. Legacy planning tools are typically bogged down by versioning headaches and siloed, instantly perishable data. In contrast, active planning models allow teams to broaden planning data beyond finance, pulling in real-time operational and transactional data from ERP, HCM, and other slices of the enterprise stack—all to make better, data-driven decisions quickly.

Laying the groundwork for business agility

As many companies recognized even before the current crisis, agility is a business imperative—and this more modern approach to planning is the key to achieving it. These three milestones will get you started on your journey to achieving an active planning model.

I. Assess the status quo

Before you map out where you’re going, you need to understand where you are. Take inventory of the current state of your company, more specifically the business planning obstacles keeping you from implementing a more modern and streamlined planning environment. More than likely, these obstacles will pertain to people, processes, or technology, or some combination thereof.

Assessing where you are means getting granular.

  • What do your current business planning processes look like?
  • How long does it take you to create a budget? A forecast? An annual plan?
  • Where are opportunities for improvement?
  • Who are your planning stakeholders?
  • What technology do you have in place, and how well is it serving you?
  • What data challenges need attention?
  • What are the bottlenecks?
  • What could be automated that isn’t?
  • Are there any opportunities for automated data integration?
  • What are you lacking in workforce planning?

Answering questions like these will help you get a clear sense of what you’re working with and where you can improve.

II. Get organizational alignment

Being a change agent is no easy task. That’s why you’ll need to recruit a savvy senior-level advocate to help champion active planning as a worthy and necessary cause. Along with your senior advisor, you’ll need a task force representative of other departments outside of finance, including operations, sales, and HR. Don’t forget to include IT to help you navigate technology needs and coordinate various data sources.

The next move is to align these key people with the business agility cause you’re championing.

How? Build a business case.

You can do this by quantifying the impact that the organization’s current status quo has on the company. What are manual processes and bottlenecks costing your business in time and money? What opportunities are passing you by? Conversely, what would those measurement strategies and KPI models look like if you implemented an active planning model? Try to unearth more nuanced ROI measures—for instance, how cutting budget time in half could give your people more time to run critical what-if scenarios—to really drive home the meaningful change that a modern agility planning model would bring.

Once your team is in place and your pain points recognized and quantified, you can map out a plan for your initial project. Consider focusing your initial effort on a function within finance so you’ll have control over the rollout. Develop a multi-phased plan that clearly communicates goals (both for implementing active planning and for this inaugural project), a concise and actionable plan, and the key metrics for your KPI model. The ability to effectively communicate the why behind this initiative will help secure any executive buy-in you need for the how. A comprehensive and well-thought out plan will go a long way toward achieving that.

III. Expand across the business

As noted above, there’s a strong case for beginning the rollout of your active planning model in finance and focusing on low-hanging fruit to bring early and easy wins. You’re motoring along, mapping projects, tracking and communicating progress, analyzing KPI reports, and making necessary tweaks. Once a rhythm and familiarity are in place, broaden your scope beyond finance. Initiate planning projects that engage HR, sales, or marketing. This is where you begin to extend the use and impact of active planning company wide.

The key in this phase is to strengthen cross-departmental communication and collaboration. Don’t fall into the trap of relying on your technology or tools to do the heavy lifting. It will be easier to realize and maintain success with regular stakeholder one-on-ones, identifying lessons learned along the way, uncovering opportunities for more ingenuity and improvement, and communicating success and congratulations when they’re warranted.

Doing this will help elevate the role of finance to a strategic force within your organization by orchestrating planning throughout the business. Finance will no longer be known primarily for gathering budget numbers and issuing reports. Instead, your business will look to finance to drive the change and innovation needed to not only weather times of uncertainty, but to thrive in them.

Map your way forward

These three pillars lay the groundwork for creating a more agile planning environment—one that will help you plan for what’s coming, whatever that may be. But since it’s merely a foundation, you’ll want to build on it. Stay tuned for additional insights that can help you derive even greater value from your modern planning environment.

Because the only thing certain about the future is that it will reward business agility. With this foundation and the insights we’ll share in subsequent blogs, you’ll be much better equipped to map your way forward into that tomorrow.

This blog post was originally published by Adaptive Insights and appeared on the Adaptive Insights blog.

Read more guest blog posts from Workday Adaptive Planning:

FP&A Done Right: Reforecasting in a COVID-19 World — Best Practices You Can Implement Now

FP&A Done Right: What FP&A Must do Differently to Make Planning a Success

FP&A Done Right: Modernize your Budget Process to Anticipate Change

Home » Planning & Forecasting » Page 9

Filed Under: FP&A Done Right Tagged With: Adaptive Insights, business agility, cloud financial performance management, enterprise performance management, financial agility, Financial Performance Management, Planning & Forecasting, Revelwood, static planning, Workday Adaptive Planning

IBM Planning Analytics Tips & Tricks: Home Button

August 18, 2020 by Lee Lazarow Leave a Comment

Tips & Tricks

IBM Planning Analytics Workspace (PAW) offers an easy to use navigation menu that will quickly allow you to navigate to any open book. This is done by clicking on the menu at the top, center of your screen. Here is a sample menu that shows three open workbooks.

IBM Planning Analytics Tips & Tricks: Home Button

But did you know that you can also go back to PAW’s opening screen via a single click? A “home” button exists at the top, left corner that takes you directly to the welcome page.

The home button in IBM Planning Analytics

This approach will allow you to save time by quickly navigating back to the start 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: Create New Books with the Diamond Icon

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

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

Home » Planning & Forecasting » Page 9

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

IBM Planning Analytics Tips & Tricks: Subset Control Dimension

August 11, 2020 by Revelwood Leave a Comment

Tips & Tricks

Did you know that dimensions exist within IBM Planning Analytics that display your model’s public subsets?

A dimension called }Subsets_<Dimension Name> is automatically created when a dimension is created. The elements of this new dimension are dynamically updated as permanent public subsets are created and destroyed (note: the creation of temporary subsets does not update this dimension).

These control dimensions allow for easy access to public subsets within TurboIntegrator processes. In addition, the subset control dimensions can be accessed via Architect and Planning Analytics for Excel (PAx).

To access subset control dimensions via Architect:

  1. Make sure “Display Control Objects” is enabled
IBM Planning Analytics Tips & Tricks: Subset Control Dimension

2. Navigate to “Dimensions” and scroll down until you reach “}Subsets_<Dimension Name>”

IBM Planning Analytics Tips: Subset Control Dimension

To access via Planning Analytics for Excel:

  1. On the task pane, make sure “Show Control Objects” and “Show Dimensions” are both enabled
IBM Planning Analytics Tricks: Subset Control Dimension

2. Navigate to “Dimensions” and scroll down until you reach “}Subsets_<Dimension Name>”

Subset control dimension in IBM Planning Analytics

This feature gives you an easy approach to see (and loop through) your public subsets without having to create scripts that reference Windows folders.

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: Maintaining Subset Driven Consolidations

IBM Planning Analytics Tips & Tricks: Compatibility of Views and Subsets

IBM Planning Analytics Tips & Tricks: The New Set Editor

Home » Planning & Forecasting » Page 9

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

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