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IBM Planning Analytics Tips & Tricks: ASCIIOUTPUT

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One of our recent IBM Planning Analytics Tips & Tricks videos and blog posts focused on IBM Planning Analytics file manager, and how it can be used to export files. With IBM Planning Analytics, version 12, you can use that approach. But you can also still use ASCII output to create files.

The change with version 12 is that the output path is going to be a little different. Watch Lee Lazarow, Revelwood’s IBM Planning Analytics practice leader, explain how to use ASCII output in version 12.

Lee shows you how to:

  • Modify a TurboIntegrator script for specific paths
  • Create new folders with ASCII output

You’ll also learn the pros and cons of automatic folder creation.

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.

Stay up to date with PA – sign up for our weekly Planning Analytics Tips & Tricks newsletter, subscribe to our YouTube channel, and join our IBM Planning Analytics All-Stars group on LinkedIn.

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Upcoming Changes to Planning Analytics

IBM Planning Analytics Tips & Tricks: PAW Explorations and MDX

IBM Planning Analytics Tips & Tricks: New Videos

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IBM Planning Analytics Tips & Tricks: File Manager

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Did you know that IBM Planning Analytics v 12 made changes to how users manage files? One of the biggest changes in version 12 was the removal of Microsoft Windows – which manage users rely on to manage file. 

For example, many of our clients use text files. They use these files to upload data or to create output files for exports. But fear not! Even though MS Windows have been removed, you can still manage files. What has changed is the approach to managing files.

Planning Analytics users will now use a new tool called File Manager to manage files. You can access File Manager through a modeling workbench. 

Watch one of our latest IBM Planning Analytics Tips & Tricks videos to learn how to use File Manager. You’ll see Lee Lazarow, Revelwood’s IBM Planning Analytics practice lead, and a 2024 IBM Champion, manage files by starting with a new workbench. 

Lee will show you how easy it is to sort files by name, by file size, or by when it was last updated. 

IBM Planning Analytics’ File Manager, available in version 12, makes it easy to upload, download, manage and use any of the files you need for your Planning Analytics environment.

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 Process Indent Script Button

IBM Planning Analytics Tips & Tricks: PAW Workbench Go To Rule

IBM Planning Analytics Tips & Tricks: VSTACK_HSTACK

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IBM Planning Analytics Tips & Tricks: Converting a Manual Process to TurboIntegrator Scripts

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This post is the latest post in our new blog series: How We Solve Problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem.  We’ll explain our approach to how we solved it.

Revelwood Client: A financial services company specializing in retirement and life insurance.

Planning Environment: IBM Planning Analytics

Problem: Their business process included allocating summary quarterly forecast data to a more detailed level. When looking at months and the other dimensions, there were over 200 trillion possible target combinations. The process was performed manually and took two days to consolidate the source data, perform the allocation calculations in Excel and load the results into Planning Analytics.

How we Helped: We converted the full process into automated TurboIntegrator scripts that took under 10 total minutes to run.  

Do you have a challenge with your Planning Analytics environment? Let us tackle the problem! Send us a quick email!

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Workday Adaptive Planning Tips & Tricks: Using Display Fields in Modeled Sheets

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Modeled sheets in Workday Adaptive Planning often have no monthly data that displays on the sheet. To see the monthly calculations you must go to row details and create a report or create a separate sheet (standard or cube). However, you can see the calculated amounts in the sheet display by using the Display Column feature.

In this demo data, we see a typical Personnel modeled sheet. Notice there are no months. None of the calculated accounts such as Salary, FICA and Bonus are shown in a monthly display.

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However, the Salary column is shown and is the Salary that was loaded. Assume this file was loaded in January 2023 and now it is August 2023. We can go to the columns definition of the modeled sheet editor and select Display Columns:

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Which displays all the calculated accounts in a selection:

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Bring over Personnel Salary and we see the following options:

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Leaving the default options, we refresh the modeled sheet display to see a new field, Personnel Salary:

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Personnel Salary is showing the monthly salary cost. Notice for those making $120,000, the new field is displaying $10,000 for the monthly salary. We can change the parameter, “Number of time periods in Rollup Range” from 1 to 12 as shown:

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And the result is the monthly salary is now displaying the annual salary:

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To see how the different parameters affect the display consider the following scenarios.

  1. 1. Display 1 Year before Reference Time Period
  2. 2. Display Year Containing Reference Time Period
  3. 3. Display 1 year after Reference Time Period

To see the current time period, set the parameter and see the result:

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To see the 1 year later time period, set the parameter:

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Note: the Start of plan is Jul 2023. So, Year After Reference Time Period is Jan – Dec of 2024.

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Here, we can see that the salaries have increased by 3% which is the annual raise percentage. By switching from 1 month to 12 we get:

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These numbers represent the calendar year (Jan – Dec) after the reference period.

Revelwood is an award-winning, Platinum Workday Adaptive Planning partner. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. We help businesses achieve their full potential with Workday Adaptive Planning by combining the software with our best practices and expert guidance.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Restrictions on Cube Sheets

Workday Adaptive Planning Tips & Tricks: Metadata Loaders

Workday Adaptive Planning Tips & Tricks: Reordering Parent and Children Cube Accounts in Cube Sheets

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Limit the Drill Down List on a Workday Adaptive Planning Report

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Our latest Workday Adaptive Planning Tips & Tricks video features Michelle Song, a senior consultant at Revelwood, demonstrating how easy it is to limit the drill down list on a Workday Adaptive Planning report. This new feature will transform how you – and your end users – interact with your Adaptive Planning reports. 

Watch this video to learn how to:

  • Access the report
  • Edit the report properties
  • Select the relevant dimensions
  • Apply your changes
  • Save and Run

Now, when you click on an account name, you’ll be greeted with only the dimensions you’ve deemed pertinent. No more hunting for the right information or risking confusion for end-users!

By fine-tuning your reports, you’re not just saving time but also enhancing the overall user experience. No more distractions, no more unnecessary options—just precise, actionable insights.

Revelwood is an award-winning, Platinum Workday Adaptive Planning partner. We build solutions for the Office of Finance that minimize your risk by seamlessly incorporating business analytics into your everyday thinking. Combining the software with our best practices and out-of-the-box applications, we help businesses achieve their full potential with Workday Adaptive Planning.

Read more Workday Adaptive Planning Tips & Tricks:

Workday Adaptive Planning Tips & Tricks: Metadata Loaders

Workday Adaptive Planning Tips & Tricks: Reordering Parent and Children Cube Accounts in Cube Sheets

Workday Adaptive Planning Framework: Purchase Order Management for Organization-Wide Planning

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IBM Planning Analytics Tips & Tricks: Excel TEXTSPLIT

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Have you ever needed to parse a text string into different columns in Excel? This is easy to do via the text-to-columns wizard, but what if you wanted to do this via a formula? The TEXTSPLIT function allows you to split a text value across columns. It even lets you split values across rows!  

The function has two required parameters:

=TEXTSPLIT(text,col_delimiter)

  • The text parameter defines the string value you are searching for
  • The column delimiter parameter defines the character(s) used for each split

In addition, there are optional parameters that can be used to determine case sensitivity, determine a row delimiter, and define what to do if two matches in a row are found

The following example shows how to use the function by searching for a space between each word and then putting each word into a new column. The source value is in cell A1 and a single TEXTSPLIT formula has been created in cell A2 (note: the text of the formula has been replicated onto cell A6 to show it in this image).

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This next example shows a similar concept but uses a different parameter to instead put each word into a new row.

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This approach will simplify your searches by eliminating the need to create multiple functions to parse the same set of data.

Revelwood has worked with IBM Planning Analytics / TM1 for more than 27 years. We’ve partnered with hundreds of companies on the design, development, maintenance and updates of IBM Planning Analytics applications, across every industry. Have a challenge with Planning Analytics / TM1? We can help you!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Excel TEXTBEFORE & TEXTAFTER

IBM Planning Analytics Tips & Tricks: Excel SEQUENCE

IBM Planning Analytics Tips & Tricks: PAW Go To Line in Process

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IBM Planning Analytics Tips & Tricks: Charts in Planning Analytics Workspace, Part 2

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Did you know IBM Planning Analytics Workspace (PAW) gives you many options for showing data in charts? We recently shared a few tips and tricks for visualizing your data in charts. Here are some more.

Pie Chart Sizing

Did you know that PAW allows you to “split” your pie chart widget to define how much of the space is allocated to the legend and how much of the space is allocated to the chart? 

In this blog post, we explain how to view and modify the split. 

PAW Chart Multicolors

One of the visualizations in Planning Analytics is a column chart. This type of chart is a good way to compare items since all the lines are in proportion to each other.

Read this blog post to learn an easy way to create a column chart via an exploration. We then explain how to change that visualization into a column chart. 

Mekko Charts

PAW offers many visualization options to allow you to show and analyze your data in creative ways. This includes standard chart types such as bar, line and pie. But it also includes some reports that are not always understood. One of these report types is a Mekko chart.

A Mekko chart (also sometimes called a Marimekko chart) is used to extend a stacked column chart by using the width of each column to show the overall importance of that section. Read our blog post on using Mekko charts. 

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: Charts in Planning Analytics Workspace, Part 1

IBM Planning Analytics Tips & Tricks: DefineCalc

IBM Planning Analytics Tips & Tricks: Top 3 Blog Posts of 2022

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IBM Planning Analytics Tips & Tricks: Approaches in Planning Analytics’ New Set Editor

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In Revelwood’s latest IBM Planning Analytics Tips & Tricks video, Lee Lazarow demonstrates three different ways to change a drop-down menu in Planning Analytics’ new set editor.

Watch this video to learn the three approaches:

1. Change the drop-down by doubling clicking the dimension, which opens the set editor

2. Click on the three dots on the right side to open the set editor

3. Click on the drop-down to see the elements currently in the set (note: you need to enable this when you are creating your Exploration)

Revelwood has worked with IBM Planning Analytics / TM1 for more than 27 years. We’ve partnered with hundreds of companies on the design, development, maintenance and updates of IBM Planning Analytics applications, across every industry. Have a challenge with Planning Analytics / TM1? We can help you!

Watch more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: 2022’s Top 3 Tips & Tricks Videos

IBM Planning Analytics Tips & Tricks: How to Set Up Action Buttons in Planning Analytics for Excel

IBM Planning Analytics Tips & Tricks: How to Set Up Synchronizations in IBM Planning Analytics Workspace

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IBM Planning Analytics Tips & Tricks: 2022’s Top 3 Tips & Tricks Videos

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The Revelwood team has created many IBM Planning Analytics Tips & Tricks videos. Which ones made it into the top 3 with the most views on YouTube? [Drumroll please!]

They are (in order of the most views):

1. Shortcuts in PAW Models

In this video, we demonstrate how to save time when creating dimensions, cubes, processes and chores. We explain how to use a shortcut to create the components in your model. In legacy tools, such as Architect, you had to create these components piece by piece. With Planning Analytics you can create multiple components without having to navigate back and forth.

2. Color in Planning Analytics Workspace Charts

This video shows you how to add color to your multidimensional charts in IBM Planning Analytics Workspace (PAW). We demonstrate how to do this using an Exploration. You’ll learn how to easily add/change colors to make your charts easier to read and understand.

3. Filtering in Planning Analytics Editor

In this video, we demonstrate some approaches to filtering your elements when defining a subset in the Planning Analytics editor. You’ll learn how to:

  • Filter dimensions
  • Use descriptors such as “contains,” “equal,” and “start.” This eliminates the need to use *ZYX.
  • Filter elements
  • Reset filters
  • Add a second filter

Want to learn more? Take a look at all our IBM Planning Analytics Tips & Tricks videos. Get notified when we have a new video by subscribing to our Youtube channel.

Revelwood has worked with IBM Planning Analytics / TM1 for more than 27 years. We’ve partnered with hundreds of companies on the design, development, maintenance and updates of IBM Planning Analytics applications, across every industry. Have a challenge with Planning Analytics / TM1? We can help you!

Watch more IBM Planning Analytics Tips & Tricks Videos:

IBM Planning Analytics Tips & Tricks: How to Set Up Action Buttons in Planning Analytics for Excel

IBM Planning Analytics Tips & Tricks: How to Set Up Synchronizations in IBM Planning Analytics Workspace

IBM Planning Analytics Tips & Tricks: Global Settings in Overview Area of Exploration

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