Posts by agoddard
Planning Analytics for Excel (PAx) Application and Exploration Settings
To set these options, click on the Planning Analytics for Excel menu item and then click on Options. The Options dialog box will appear (shown below). Next click on IBM Planning Analytics (in the upper left). Here is where you can set the expand option to…
Read MoreHow can I add a PAx (Planning Analytics for Excel) Action Button to my PAx worksheet?
Clicking the Action Button icon adds a Planning Analytics for Excel Action button to the worksheet (assuming trust is enabled). Once a PAx action button is added to your worksheet you can set its properties to recalculate the worksheet or workbook, link to another location or run a TurboIntegrator process. How do…
Read MoreHow Do I Configure Drill-Through from a Cognos Analytics Dashboard to a Detailed Report?
You’re kidding, I can now drill through to a report from a dashboard! One of the most popular Cognos Analytics (CA) enhancement requests across all of IBM has been the ability to drill from a Dashboard to a Report. Well, it can now be done. It is an easy task to author a drill-through that…
Read MoreWhat is the Planning Analytics for Excel (PAx) Task Pane?
The PAx task pane opens when you start IBM Planning Analytics for Microsoft Excel. You can click the Task Pane icon to show and hide the task pane. You can move and resize the pane. The task pane consists of two tabs. The first tab contains the source tree and…
Read MoreHow do I create a List in Planning Analytics for Excel (PAx)?
When you create a list in PAx (Planning Analytics for Excel), you begin with a blank list and then drag items from the Task Pane onto the list. To create a list: 1. On the IBM Planning Analytics tab, click List. This will add the list object to your active worksheet. …
Read MoreHow Can I create an Exploration view in Planning Analytics for Excel (PAx)?
How Can I create an Exploration view in PAx (IBM Planning Analytics)? An Exploration View shows data in rows and columns. An Exploration View also has a context area, which you can use to filter the data in the Exploration View. You create an exploration view by clicking the Exploration icon: …
Read MoreHow can I create a Quick Report in Planning Analytics for Excel?
A Quick Report shows data in rows and columns. A context area above the Quick Report shows the context members. You can create a Quick Report from an IBM Cognos TM1 Exploration View after you finish your analysis and want to present data by using more advanced cell-based features from Microsoft Excel. When you convert…
Read MoreHow Do I Write C-Level Rules in IBM Planning Analytics to Control Consolidation Behavior?
TM1 is great at consolidating data, but what if you want to prevent that from happening? Consider the following example, where we have FTE data for an employee at the Month level that is being incorrectly consolidated at the Quarter level. We can use business rules to pull the last month in the quarter…
Read MoreHow Do I Add Pop-Up Text to Text, Shapes, or Images in Planning Analytics Workspace (PAW)?
Using Pop-Up Text in PAW Space can sometimes be at a premium in Planning Analytics Workspace (PAW) dashboards and reports and using Pop-Up Text is a great way to preserve valuable real estate while still being able to provide users with any additional information or instructions needed to make your user interface as intuitive and…
Read MoreHow Do I Create MDX Expressions in IBM Planning Analytics to Customize Queries and Reports?
How to create MDX expressions According to the dimension and your business need, dimensions may be large. You may want to limit the data shown in the report or input schedule. You can create customized categories or subsets of dimensions for your report or input schedule. Customized subsets are utilized to speed the selection of…
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