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Configuring View Extract Settings & Assigning Cube Views as TI Data Sources – Part 3

Now that the view is built, this video shows how to finalize it for use in your TI process. Learn how to apply extract settings (Skip Zeros, Skip Calcs, Skip Rule Values), assign the view as the active data source, and even repurpose the logic to create Target Views for zeroing out data. A complete…

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Automating Subset Creation for Cube Views in TI: Leaf Elements, Filters & Conditional Rules – Part 2

In this section, we dive into building dynamic subsets for each cube dimension, including how to insert only leaf-level elements, apply conditional logic (e.g., Actuals only, or 2025 months), and keep views flexible across Version, Period, Geography, Customer, Product and Measures. A must-watch if you want cleaner, more reusable TI logic.

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How to Use Cube Views as Data Sources in Planning Analytics TI Processes (The Right Way) – Part 1

Learn why directly using saved cube views in TurboIntegrator (TI) processes can cause issues, and how to solve it with consistent control views. In this tutorial, Tyler King explains the risks of relying on ad-hoc views and shows a smarter way to standardize your data source setup. Perfect for Planning Analytics developers looking to improve…

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Using the Logs in Board to Troubleshoot Load Errors

Using the Logs in Board to Troubleshoot Load Errors When data loads fail in Board, whether it’s an entity hierarchy or cube population, the logs are your best friend. The logs pinpoint where and why the process failed. 🧭 How to Access the logs The logs can be downloaded from the Cloud Administration Portal. Open…

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How to Use the Data Reader Preview Function in Board

How to Use the Data Reader Preview Function in Board The Data Reader Preview is a powerful feature in Board that lets you inspect and validate your data files before executing a load. Whether you’re importing hierarchies, cube data, or metadata, previewing your file can help catch issues early saving you time and preventing downstream…

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Featured Resources

A SQL Server Integrated Services SSIS Exercise

SQL Server Integration Services is a platform for building enterprise-level data integration and data transformations solutions. You can use Integration Services to perform a variety of tasks such as maintaining data hubs that serve Planning Analytics or other enterprise applications. The following outlines the process of creating and deploying a working SSIS package that takes…

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Advanced Features in OfficeConnect – Workday Adaptive Planning

OfficeConnect has many helpful features that enable detailed report creation tailored to customer needs.  Below are a handful of advanced features worth pointing out. Absolute vs Relative Time Most often you will want to open a report and view it as of a certain date without manually updating the report.  By properly building your report…

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A Database Administrator Approach to Building Cubes in IBM Planning Analytics Workspace

If you are more of a code-junkie at heart like me, or perhaps have come from a relational database background, you may want to think about the following concept. By now, you most likely understand how to build cubes using Planning Analytics Workspace (PAW). If not, you can have a look here. Similar to TM1…

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Reducing Calculations with Text – Anaplan

Reducing Calculations with Text in Anaplan Reducing Calculations in Anaplan improves performance, and I am not referring to reducing line items. I am talking about the pieces of each formula in the line items. Anaplan’s engine is designed primarily to complete tasks that are Boolean, followed by numerical, like most computers. When you leverage text,…

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