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TM1

IBM Planning Analytics Tips & Tricks: PAW Cell Comments

April 23, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know IBM Planning Analytics Workspace allows you to add comments to your data set?

During both planning and reporting cycles, many clients often ask how they can add comments into their data set. After all, the goal of a Planning Analytics database is to have a single source of data … both numeric and text.

Planning Analytics Workspace allows you to insert comments into your explorations quickly and easily.

Step 1:

Right click on the cell where you want to insert the comment and select the option for “Comments”. As with all string values in Planning Analytics, comments can be added at either a base level or a consolidated level.

Step 2:

Click on “Add Comment”, enter your comment, and select the option to “Post”. You can enter multiple comments into a single data cell.

IBM Planning Analytics Tips & Tricks: Using cell comments in PAW

Step 3:

A blue triangle will now appear in the top, right corner. You can follow the tasks in step 1 to review the existing comments.

IBM Planning Analytics Tips & Tricks: How to add cell comments

In addition to viewing the comments in PAW, the information is stored in a control cube called }CellAnnotations_CUBENAME. The data point contains a lot of metadata information to define the caption, the creator, the intersection, and other reference points. However, this data could easily be cleaned up and be included in reports.

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!

Read more blog posts in the IBM Planning Analytics Tips & Tricks Series:

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

IBM Planning Analytics Tips & Tricks: Customizing Planning Analytics Workspace (PAW) Directory Installation on Windows Server 2016

IBM Planning Analytics Tips & Tricks: Hiding Dimensions in Planning Analytics Workspace

Need more help? Learn about our Customer Care options for IBM Planning Analytics & TM1 users. 

Home » TM1 » Page 28

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

IBM Planning Analytics Tips & Tricks: PA Modeling – The Settings Editor

April 16, 2019 by Revelwood Leave a Comment

Tips & Tricks

This is a guest post from Revelwood’s Shane Bethea.

Did you know that there is a new way to edit object settings in IBM Planning Analytics Workspace (PAW)? The Settings editor is new for PAW and gives the system administrator a clear, easy to use interface to modify attributes, security, and properties for objects such as cubes, dimensions, processes, and chores (where applicable). In the background, the Settings editor is still modifying entries in control cubes such as the }CubeAttributes, }CubeSecurity, and }CubeProperties cubes, but the new interface is much easier to use and a more centralized interface.

To use the Settings editor, right click on Cubes (or Dimensions, Processes, or Chores) within the navigation tree and select Edit settings.

IBM Planning Analytics Tips & Tricks: The Settings Editor

Selections to edit Attributes, Security, or Properties are in the top, right hand corner of the Settings editor that appears. Each interface is displayed below.

IBM Planning Analytics Tips & Tricks: Understanding the Settings Editor
IBM Planning Analytics Tips & Tricks: How to use the Settings Editor
IBM Planning Analytics Tips & Tricks: Learn how to use the Settings Editor

You can easily switch between Cube, Dimension, Process, and Chore settings by changing the value in the drop down list at the top left corner of the Settings editor.

IBM Planning Analytics Tips & Tricks: The Settings Editor in Planning Analytics Workspace

The grid below outlines the different cubes that are modified by the Settings editor.

Understanding the Settings Editor in Planning Analytics Workspace

The new Settings editor widget simplifies your administrative tasks by giving you a single approach to modify many different components within your Planning Analytics environment. Stay tuned for more entries covering the other 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 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 28

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

IBM Planning Analytics Tips & Tricks: PA Modeling – The Dimension Editor

April 9, 2019 by Revelwood Leave a Comment

Tips & Tricks

This is a guest post from Revelwood’s Shane Bethea.

Did you know that you can quickly and easily create a new time dimension in the Planning Analytics Workspace (PAW) Dimension editor? The following steps will automatically create a time dimension with a standard hierarchy and pre-populated set of attributes in a matter of seconds.

To create your time dimension using the PAW Dimension editor, simply right click Dimensions in the left hand navigation tree and select Create dimension.

IBM Planning Analytics Tips & Tricks: The Dimension Editor

Enter a name for your new time dimension and then click Create.

IBM Planning Analytics Tips & Tricks: Understanding the Dimension Editor

Select the ‘Customize as Time’ button to open the time interface.

IBM Planning Analytics Tips & Tricks: How to use the Dimension Editor

Select the start year, end year, and element granularity (Year, Quarter, or Month) and then click Create.

Understanding the dimension editor in IBM Planning Analytics Workspace

This will create a new time dimension, complete with a calendar year’s Year/Quarter/Month hierarchy and a standard set of attributes.

Working with the Dimension Editor in IBM Planning Analytics Workspace

Once created, you can add or modify these attributes based on your reporting and analytics needs. Stay tuned for more entries covering more features and the other 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 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 28

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

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

April 2, 2019 by Revelwood Leave a Comment

Tips & Tricks

Did you know there are several benefits to using hierarchies in IBM Planning Analytics?

Hierarchies are one of the additional features available in Planning Analytics. The main benefit of hierarchies is that they enable users to see alternative data rollups in the same view. There are several reasons to take advantage of this new approach to interacting with your data.

Hierarchies can improve query performance. Modeling attributes as hierarchies instead of dimensions can save memory space. This allows for cubes with fewer dimensions, while using hierarchies as virtual dimensions.

 Attributes can be turned into hierarchies. Hierarchies provide greater flexibility. Updating a hierarchy is as easy as updating an attribute. A single dimension can contain multiple hierarchies, and multiple hierarchies can be displayed in the same view.

 Hierarchies can be created and maintained manually or via TurboIntegrator process. This gives users flexibility to choose the method by which their hierarchies are maintained. Planning Analytics provides a user-friendly interface for manual maintenance, while TI processes can make automated maintenance fast and simple.

Planning Analytics hierarchies enable you to gain informative and flexible insight into your data, while utilizing fewer resources.

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!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: GMT vs Local Time

IBM Planning Analytics Tips & Tricks: Captions

IBM Planning Analytics Tips & Tricks: Regions with Planning Analytics Rules

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

Home » TM1 » Page 28

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

IBM Planning Analytics Tips & Tricks: Tracing Calculations in Planning Analytics Workspace

March 26, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know that you can trace the details of a calculation in an IBM Planning Analytics Workspace exploration? The following screen shot shows a simple revenue calculation that uses input values for Units and Unit Price.

IBM Planning Analytics Tips & Tricks: PAW Tracing

You can right click on the revenue value and select the option of “trace cell” to see the details of the calculation. The trace will show me the calculated result, the formula, and the values for each component of the formula.

IBM Planning Analytics Tips & Tricks: Understanding PAW Tracing

And as of version 2.0.39, you can also trace feeders. Right click on a leaf cell and select the option to “Trace Feeders”. The trace will show me the feeder line from the rule and will also give me the status of each feeder.

IBM Planning Analytics Tips & Tricks: Planning Analytics Workspace Tracers

Tracing values and feeders will allow both end users and developers to better analyze and optimize your Planning Analytics environment.

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 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 28

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

IBM Planning Analytics Tips & Tricks: Buttons to run TI Processes

March 19, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know IBM Planning Analytics Workspace (PAW) has new features? Version 2.0.39 of PAW introduced the ability for buttons to run Turbo Integrator processes. When creating a button, you now have the option to set the target to “Run Process”. Once selected, you will have drop down selectors to define the server where the process is located and the name of the process.

IBM Planning Analytics Tips & Tricks: PAW Button Refresh

You can also control the parameters. They can be hard coded values or you can prompt the user to input value. The user prompts allow for general text input, a predefined hard coded list, or an element list which either uses an existing hierarchy or an existing subset.

IBM Planning Analytics Tips & Tricks: Understanding the PAW button process

You can still control the appearance of the button using the other button properties. This allows you to control aspects such as colors, fonts, and wording. When used properly, buttons will help simplify the Planning Analytics experience and make your planning and reporting approach easier for your end users.

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 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 28

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

IBM Planning Analytics Tips & Tricks: New Features in PAW – Data Refresh

March 12, 2019 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know that there are new features in IBM Planning Analytics Workspace (PAW)? We’ll cover these new features in the next few blog posts. Today, we’ll discuss how you can set your data refresh definitions directly from the short cut bar. The “Grid Refresh” option allows you to determine when your data refreshes.

IBM Planning Analytics Tips & Tricks: PAW Data Refresh

This parameter gives you two options:

IBM Planning Analytics Tips & Tricks: Understanding the PAW Data Refresh

After each context change: when selected, data will be refreshed anytime the structure of the view is modified. This includes the swapping of rows and columns, the expansion or collapsing of members in the rows or columns, changing values in the context areas, and using snap commands.

Defer on leaf data change: when selected, data will only be refreshed when an action is taken to refresh the data. These actions include manually clicking a refresh button, entering data in consolidated cells, using data spreading, and updating cells from a date picker.

Just like Excel’s workbook calculation settings, PAW explorations allow you to define your refresh settings.

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 IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Swap Rows & Selectors in Planning Analytics Workspace

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

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

Home » TM1 » Page 28

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

IBM Planning Analytics Tips & Tricks: Planning Analytics Virtual Hierarchies in Cognos Analytics

March 5, 2019 by Revelwood Leave a Comment

Tips & Tricks

This is a guest blog post from Revelwood’s Jay Apwah.

Did you know that you can access Planning Analytics Virtual Hierarchies in Cognos Analytics?

Prior to Planning Analytics 2.0 (PA) and Cognos Analytics 11.0.6 (CA) the limiting factor in reporting cube design was related to product limitations that existed in CA at the time. In order to use level-based or relative functions in CA, one had to name the levels of the reporting dimensions. This required the PA developer to limit each reporting dimension to one root consolidation and to maintain a balanced structure in each of those dimensions. Furthermore, in order to perform analysis by element attributes or alternate element roll-ups, additional attribute dimensions and/or additional dimensions that represented the alternate roll-ups needed to be added to the reporting cubes. Sometimes that led to reporting cubes with a seemingly unnecessarily large number of dimensions which led to messy and sometimes confusing ad-hoc reporting in CA.

Cognos Analytics 11.0.6 allows you to leverage PA virtual hierarchies. You no longer need to create and add additional dimensions to the reporting cube in order to report on attributes or roll-up dimension elements differently.  In the following example, the time dimension called bpmPeriod has several alternate roll-ups. The number of levels in each alternate roll-up structure is different which means that we cannot properly name levels in the }HierarchyProperties cube.

IBM Planning Analytics Tips & Tricks: Planning Analytics Hierarchies in Cognos Analytics

We’re first going to isolate the node called “All Years” with a PA virtual hierarchy. In Planning Analytics Workspace (PAW), we will create a new hierarchy called “Calendar”. Note: there are many different ways to create hierarchies in PA.  This examples uses the PAW interface.

IBM Planning Analytics Tips & Tricks: Accessing Planning Analytics Virtual Hierarchies in Cognos Analytics
IBM Planning Analytics Tricks: Planning Analytics Virtual Hierarchies in Cognos Analytics

The structure of the calendar hierarchy is as follows: All Years > Year > Quarter > Month:

IBM Planning Analytics Tips: Planning Analytics Virtual Hierarchies in Cognos Analytics

When you create a hierarchy in PAW a new “Leaves” hierarchy is automatically created. You can see the existing the “Calendar” hierarchy and the new “Leaves” hierarchy in the }Dimensions control dimension:

Planning Analytics Virtual Hierarchies in Cognos Analytics. IBM Planning Analytics Tips & Tricks

The next step is to logically name the levels of the Calendar hierarchy using the }HierarchyProperties control cube:

Planning Analytics Virtual Hierarchies in Cognos Analytics. IBM Planning Analytics Tips.

Then create and execute a TI process with the “RefreshMdxHierarchy()” function in the prolog

Planning Analytics Virtual Hierarchies in Cognos Analytics. IBM Planning Analytics Tricks.

Within Cognos Analytics, you now have access to the bpmPeriod dimension as it exists normally and also have access to all of the virtual hierarchies and their named levels for use with level-based, relative functions. This will make your ad-hoc reporting easier to create.

IBM Planning Analytics Tips & Tricks: Accessing Planning Analytics Virtual Hierarchies in Cognos Analytics

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!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Installing Cognos Analytics Samples

IBM Planning Analytics Tips & Tricks: Writing Rules

IBM Planning Analytics Tips & Tricks: Duplicating Sheets

Need more help with IBM Planning Analytics? Learn about our Customer Care program.

Home » TM1 » Page 28

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

IBM Planning Analytics Tips & Tricks: Planning Analytics Administration

February 26, 2019 by Revelwood Leave a Comment

Tips & Tricks

This is a guest post from Revelwood’s Shane Bethea.

Did you know there is a new interface in IBM Planning Analytics? You may have used TM1Top or TM1 Operations Console in the past with TM1 and wondered if something new replaced those tools in Planning Analytics. The answer is yes. The new interface that has been introduced in Planning Analytics called Planning Analytics Administration (PAA). It is accessible to administrators via PA Workspace (PAW). Note: At the time of this writing, PAA is only available in the IBM cloud version of Planning Analytics.

PAA combines features from TM1Top and Operations Console and then adds many new features on top of it. Administrators can use the PAA dashboard to monitor the health of the overall Planning Analytics environment and also oversee each individual TM1/Planning Analytics server running within the environment.

The interface is customizable and lets you set safe/concern/critical thresholds for things like blocked threads, memory usage, CPU usage, and disk usage. Once certain critical levels are reached, email alerts can be configured to inform system administrators of the problem.

Other features of the PAA dashboard include the ability to:

  • Start/stop/restart TM1/PA servers
  • View/cancel long running threads
  • Disconnect users
  • Change tm1s.cfg configuration settings
  • Set up and maintain Secure Gateway connections
  • Download error logs from the TM1/PA environment
  • Download documentation (installation guide, new features, fix list)
  • Download the latest version of Planning Analytics for Excel (PAx)

To access the Planning Analytics Administration dashboard, login to your PAW environment and click the Administration tile in the top right corner.

IBM Planning Analytics Tips & Tricks: Planning Analytics Administration

The main dashboard will show the overall health of the environment and display a tile for each running and stopped TM1/PA server. Note: Throughout the interface, green means safe, yellow means concern, and red means critical.

IBM Planning Analytics Tips & Tricks: Learn about Planning Analytics Administration

You can click on the name of an individual TM1/PA server and see a more detailed view of that server.

IBM Planning Analytics Tips & Tricks: Tips for Planning Analytics Administration

This is a simple overview of the Planning Analytics Administration dashboard. Stay tuned for more detailed entries.

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!

Read more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Setting Default Members

IBM Planning Analytics Tips & Tricks: Using Excel to get Client Information

IBM Planning Analytics Tips & Tricks: Duplicating Sheets

Did you know Revelwood offers a Customer Care program? Learn more. 

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

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