• Skip to main content
  • Skip to footer
Revelwood Logo

Revelwood

Your SUPER-powered WP Engine Site

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • Solutions
      • Workday Adaptive Planning
      • IBM Planning Analytics
      • BlackLine
    • Services
      • Implementation Services
      • Customer Care
        • Help Desk
        • System Administration as a Service
      • Training
        • Workday Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • Products
      • DataMaestro
      • LightSpeed
      • IBM Planning Analytics Utilities
  • How We Help
    • Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
  • Contact Us

TM1

IBM Planning Analytics Tips & Tricks: Clearing All Data from a Cube

August 13, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know there may be several situations during development where you may want to clear all of the data from a specific cube? This could be due to a new process to reload data, a second round of user testing, or a migration from DEV to PROD. 

There are a few approaches that can be used to clear data from a cube.  One approach is to create of a view which consists of the entire cube and using then performing a ViewZeroOut against that view. This can be done via the following script:

# Define cube name

strCube = ‘Finance’;

# Destroy any existing views and recreate a new one

IF (VIEWEXISTS (strCube, strView) <> 0);

VIEWDESTROY (strCube, strView);

ENDIF;

VIEWCREATE (strCube, strView);

# Perform Zero Out

VIEWZEROOUT (strCube, strView);

The benefit to this approach is that you now have flexibility to manipulate your view. You can have the view filter to specific elements within a dimension and/or set the view to ignore values such as rule-based values.

Another approach is to use the CubeClearData command. The CubeClearData command clears all data within a cube. Using this function is faster than writing a script at the expense of using an “all or nothing” approach. The same process defined above can be written using the following single line:

# Define cube name

strCube = ‘Finance’;

# Clear all data from the cube

CUBECLEARDATA (strCube);

Note that the CubeClearData command also clears any cells in the cube that are fed with feeders. If you want to restore the fed cells then you must either manually resave the rule that establishes the feeders or use the CubeProcessFeeders function.

There are multiple ways that can be used to clear data from a cube and you can define what approach is best for you.

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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Creating Selectors in Planning Analytics Workspace

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

IBM Planning Analytics Tips & Tricks: Synchronizing Selectors in Planning Analytics Workspace

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

 

Home » TM1 » Page 26

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

IBM Planning Analytics Tips & Tricks: Financial Rules

August 6, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know one of the great things about Excel is that there are many built-in functions that calculate values associated with specific industries? One of these industries is the financial industry where Excel is sometimes used to calculate values associated with annuities. But did you know that some of these formulas are also built into Planning Analytics for use within rules?

Here are three annuity formulas that can be used in Planning Analytics rules:

The FV formula returns the value of an annuity at the time of the last payment.

           FV(payment, interest, periods)

Payment = The amount of the payment made per period.

Interest = The interest rate paid per period.

Periods = The number of periods in the annuity.

The PV formula returns the initial or principal value of an annuity.

           PV(payment, interest, periods)

Payment = The amount of the payment made.         

Interest = The interest rate paid per period.

Periods = The number of periods in the annuity.

The PAYMT formula returns the payment amount of an annuity based on a given initial value or principal, an interest rate, and a number of periods.

            PAYMT(principal, interest, periods)

Principal = The present value (total amount) that a series of future payments is worth now.

Interest = The interest rate paid per period.

Periods = The number of periods in the annuity.

All of these formulas assume that payments are made at equal intervals of time (when applicable) and that they are made at the end of each period. 

Excel has a lot of great built in functions, so why can’t Planning Analytics?  Well, as you can see … it does!

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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Creating Selectors in Planning Analytics Workspace

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

IBM Planning Analytics Tips & Tricks: Synchronizing Selectors in Planning Analytics Workspace

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

 

Home » TM1 » Page 26

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

IBM Planning Analytics Tips & Tricks: IFERROR

July 30, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know one of the great things about creating TM1 Web sheets is that you simply need to create an Excel sheet and then press a button called Publish? This will convert your Planning Analytics formulas into a web-based interface that your users can easily access.

In addition to the Planning Analytics formulas, IBM is continuing to expand the use of Excel’s native formulas.  Planning Analytics version 2.0.7 introduced the use of the IFERROR formula into TM1 Web sheets.

The IFERROR formula determines if an error exists and then returns an alternative value, such as a text message, in place of the error message.  The error checks include any of the following results: #N/A, #VALUE!, #REF!, #DIV/0!, #NUM!, #NAME?, or #NULL!

=IFERROR (value, value_if_error)

Here is an example of the IFERROR formula within a spreadsheet:

=IFERROR ( A1/B1, “There is an error in the calculation”)

The result of this formula will eliminate hard-to-read results such as #N/A or other results that could make your Web sheet less user friendly.

IBM continues to expand the Excel formulas that can be used in TM1 Web and Revelwood will continue to keep you updated with these additions.

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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Creating Selectors in Planning Analytics Workspace

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

IBM Planning Analytics Tips & Tricks: Synchronizing Selectors in Planning Analytics Workspace

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

Home » TM1 » Page 26

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

IBM Planning Analytics Tips & Tricks: Rule Concepts that are often Forgotten

July 23, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know that rules are used in TM1 to perform live calculations without the need for any manual intervention or on-demand scripts? This is a very powerful aspect of Planning Analytics and, when used properly, increase the value of the tool for your users.

There are some aspects of rules that I often see people forgetting. Here are some friendly reminders about how to use these components properly:

Division

TM1 offers two different approaches to write a division formula via the “slash”. Not only do I often forget the difference between the two slashes, but I also sometimes forget the names of each slash.

/

The forward slash; goes bottom left to top right

Division by zero using this operator returns an undefined value

\

The back slash; goes top left to bottom right

Division by zero using this operator returns zero

Mathematical Comparisons

TM1 allows for mathematical comparison of numbers using standard nomenclature such as =, >, < and <>. However, TM1 also offers the ability to compare strings via the same functionality. You can compare strings by simply adding an @ symbol to the nomenclature.

Numeric check:  IF ( numValue = numCounter )

String check: IF ( strValue @= strCounter )

And, Or, Not

When writing comparisons, we often use the AND concept and the OR concept.  AND is written by using the ampersand symbol ( & ) and OR is written by using the percent symbol ( % ). But did you know that you can also write NOT by using the tilde ( ~ ).

~( x = 5 ) is the same as writing ( x <> 5 )

Rules are a very powerful component of Planning Analytics. Hopefully these components help you continue creating efficient 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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Creating Selectors in Planning Analytics Workspace

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

IBM Planning Analytics Tips & Tricks: Synchronizing Selectors in Planning Analytics Workspace

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

Home » TM1 » Page 26

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

IBM Planning Analytics Tips & Tricks: How to Manipulate Case Used for Text

July 16, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know IBM Planning Analytics rules can be used to manipulate the case used for text?  There are rules to change values into both uppercase and lowercase.

UPPER

Converts an entire string to upper case

UPPER(‘Lee Lazarow wrote this’) becomes LEE LAZAROW WROTE THIS

LOWER

Converts entire string to lower case

LOWER(‘Lee Lazarow wrote this’) becomes lee lazarow wrote this

CAPIT

Converts the first letter of each work to upper case

CAPIT(‘Lee Lazarow wrote this’) becomes Lee Lazarow Wrote This

But what if you only want to capitalize the very first character?  You can do this by using these commands in conjunction with the LONG and the SUBST formulas. 

Here is an example of a set of rules that show various ways to manipulate a text string.

IBM Planning Analytics Tips & Tricks: Rules for Capitalization

By combining formulas together in Planning Analytics, text can easily be manipulated in a variety of ways.

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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Ways to Stop a TI Process

IBM Planning Analytics Tips & Tricks: Ways to Skip a Record Using a TI Process

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

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

Home » TM1 » Page 26

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

IBM Planning Analytics Tips & Tricks: Ways to Stop a TI Process

July 9, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know there are two different ways to stop a TurboIntegrator script?

The ProcessBreak command stops processing source data and proceeds directly to the Epilog.  This approach allows you still run code in the Epilog that can perform tasks such as deleting subsets, writing to a process tracking cube, or running other processes.

Here is an example of skipping the data and metadata section if a parameter called pVersion does not exist:

            IF ( DIMIX ( ‘Version’, pVersion) = 0 );
                 PROCESSBREAK;
            ENDIF;

As you can see, there are no parameters to this command.  You use this by simply telling Planning Analytics to go to the Epilog.

If, however, you want to completely end the process then you can use the ProcessQuit command.  This command completely terminates the process without running anything in the Epilog.  Here is an example of doing the same check with ProcessQuit.

            IF ( DIMIX ( ‘Version’, pVersion) = 0 );
                 PROCESSQUIT;
            ENDIF;

It’s up to you to determine how you want to stop a TI script from processing.

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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Ways to Skip a Record Using a TI Process

IBM Planning Analytics Tips & Tricks: Creating Selectors in Planning Analytics Workspace

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

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

Home » TM1 » Page 26

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

IBM Planning Analytics Tips & Tricks: Ways to Skip a Record Using a TI Process

July 2, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know there are two different ways to skip specific records when you are running TurboIntegrator scripts?

ItemSkip is used to skip a specific record. This is often nested within an IF statement and used when you want to simply ignore a record. Here is an example of skipping a record if a variable called vValue is negative:

            IF ( vValue < 0 );
                 ITEMSKIP;
            ENDIF;

As you can see, there are no parameters to this command. You use this by simply telling Planning Analytics to skip the record.

If, however, you want to skip the record and create a record in the error log then you can use the ItemReject command. This command allows you to customize the message that appears in the log. Here is an example of rejecting the same record using ItemReject.

            IF ( vValue < 0 );
                 ITEMREJECT (‘The value is less than zero.’);
            ENDIF;

It’s up to you to determine how you want to skip records.

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!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Creating Selectors in Planning Analytics Workspace

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

IBM Planning Analytics Tips & Tricks: Synchronizing Selectors in Planning Analytics Workspace

Home » TM1 » Page 26

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

Revelwood Partners Adaptive Insights and IBM Earn High Ratings in BPM Partners’ BPM Pulse Survey

June 27, 2019 by Lisa Minneci Leave a Comment

Awards & Recognition

BPM Partners’ BPM Pulse Survey is in its 16th year, and yet again Revelwood partners Adaptive Insights and IBM have both earned high ratings in the annual survey of business performance management vendors.

General Trends in the Business Performance Management Market

According to Craig Schiff of BPM Partners, the survey revealed that users of performance management systems are primarily looking for three main features when they evaluate BPM solutions:

  • Ease of use;
  • Performance and scalability; and
  • A single user interface for budget owners outside of finance.

Additionally, Schiff mentioned that users strongly prefer vendors who have integrations with existing systems.

This year’s survey revealed a very interesting key trend: the “rebirth” of dashboards. Users reported that they’ve added dashboards on to most projects, that dashboards are used to deliver analytics, that they have a desire for interactive, drillable dashboards, and that in some cases they have multiple dashboards throughout a solution for specific use cases.

The BPM Pulse survey also found that users have a focus on granular profitability analysis. That focus, however, is different based on industry. Currently the pre-packaged options are limited. It also creates system challenges around volume and performance.

Adaptive Insights’ Rating in the BPM Pulse Survey

Adaptive was named a top-rated vendor in 2019 for the key category of budgeting/planning functionality. The company had an overall score of 4.31 (out of 5) and was cited for its extended market reach, AI capabilities and anomaly detection. Adaptive Insights was also recognized for its comprehensive solution, integrations, data visualization, operational analytics, collaboration, and clean/intuitive user interface.  The survey found that Adaptive Insights was most often selected for its product flexibility. Its highest functional rating in the BPM Pulse survey was for budgeting/planning.

BPM Partners BPM Pulse Survey Adaptive Insights Ratings

IBM’s Rating in the BPM Pulse Survey

IBM was named a top-rated vendor for Planning Analytics’ budgeting/planning functionality as well. The company had an overall score of 4.28. The webinar for the BPM Pulse Survey cited the company’s business performance management offerings’ latest enhancements as including “cloud-based administration and modeling, seamless switching between web and Excel views, and more. Users selected Planning Analytics for its product flexibility and its highest functional rating in the BPM Pulse survey was for reporting.

BPM Partners BPM Pulse Survey IBM and IBM Planning Analytics Ratings

 Watch BPM Partners’ webinar – in conjunction with Industry Week – here.

Home » TM1 » Page 26

Filed Under: Awards & Recognition Tagged With: Adaptive Insights, Budgeting, Budgeting Planning & Forecasting, Financial Performance Management, IBM Planning Analytics, Planning & Reporting, TM1

IBM Planning Analytics Tips & Tricks: Best Practices for Hierarchies

June 25, 2019 by Revelwood Leave a Comment

Tips & Tricks

Did you know IBM Planning Analytics hierarchies are used to see alternative data rollups in the same view? By default, all dimensions include a single hierarchy based on the original definition.

Creating multiple hierarchies in a dimension is initially disabled in Planning Analytics Workspace. The EnableNewHierarchyCreation parameter must be set to true in the server’s tm1s.cfg file to enable hierarchy creation. This is a static parameter, which means you will need to restart the server once you change the parameter value.

Hierarchies should be maintained via TurboIntegrator (TI) processes whenever possible. For example, when changes are made to the attribute that was originally used to create an attribute-based hierarchy, the associated hierarchy is not automatically updated. The user must delete and recreate the hierarchy to see the changes reflected in the model.

Hierarchies that have been created manually or via TI process can have any structure, while attribute-based hierarchies always have three levels: a total, the attribute values, and the leaves. A hierarchy must be maintained manually or via TI process if it is asymmetric, its elements belong to more than one parent, or it requires more than three levels.

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 Blogs:

IBM Planning Analytics Tips & Tricks: The Benefits of Using Hierarchies

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

IBM Planning Analytics Tips & Tricks: The Ranked Report

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

Home » TM1 » Page 26

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

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 24
  • Page 25
  • Page 26
  • Page 27
  • Page 28
  • Interim pages omitted …
  • Page 38
  • Go to Next Page »

Footer

Revelwood Overview

Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics
  • BlackLine

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

World Headquarters

Florham Park, NJ | 201 984 3030

European Headquarters

London & Edinburgh | +44 (0)131 240 3866

Latin America Office

Miami, FL | 201 987 4198

Email
info@revelwood.com

Copyright © 2025 · Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc.