How Do I Apply Formats to Multiple Dimensions in IBM Planning Analytics?

Using Formats on Multiple Dimensions in Planning Analytics IBM Recommends applying formats to a single dimension, typically the last dimension in the cube which is commonly referred to as the “measures” dimension. However, there may be instances where a particular display of data requires a different set of formats. For instance, when you are trying…

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How Do I Apply Member Formatting in Planning Analytics Workspace?

Member Formatting in Planning Analytics Workspace Conditional formatting in MS Excel is a feature that automatically formats cells based on their values. This can include changing cell colors, borders, or font styles. IBM Planning Analytics Workspace (PAW) also offers conditional formatting capabilities, allowing you to highlight specific data points based on specific conditions (similar to how it works…

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How Do I Transition from IBM Cognos Perspectives to Planning Analytics for Excel (PAfE)?

Background TM1® Perspectives is TM1-native API based, whereas Planning Analytics for Microsoft Excel is REST API and MDX based. This difference affects how some of the features are implemented and overall performance. IBM Perspectives is an Excel plugin that integrates with the TM1 Server, while IBM Planning Analytics for Excel (PAfE) is a modern, Excel-based…

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How Do I Use IF and WHILE Statements in IBM Planning Analytics TurboIntegrator Processes?

Using IF and WHILE Statements in IBM Planning Analytics TurboIntegrator Processes IBM Planning Analytics provides powerful scripting capabilities within TurboIntegrator (TI) processes, allowing developers to create dynamic, flexible models. Two foundational constructs used in these scripts are the IF and WHILE statements. IF statements are primarily used for conditional execution of code, and WHILE statements…

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How Do I Reference Values Using Hierarchies in IBM Planning Analytics?

Referencing Values Using Hierarchies in IBM Planning Analytics IBM Planning Analytics enables developers to create sophisticated models by utilizing cell references in TurboIntegrator (TI) processes and rules. With the introduction of hierarchies in dimensions, developers can now leverage these references to perform targeted updates, calculations, and validations at various levels within a hierarchy. This article…

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How Do I Enable Drive Explorer in Planning Analytics Workspace on Cloud?

Enabling Drive Explorer in Planning Analytics Workspace on Cloud IBM’s new Drive Explorer gives Admins back some of the functionality that was lost with the depreciation of the Rich Tier Desktop in 2024. It gives admins the ability to move files from one environment to another and also includes some compression/decompression features that simplify the…

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How Do I Manage and Control Access to the Shared Folder in IBM Planning Analytics?

Controlling the Shared Folder In the past, it was possible to have control over who can access certain subfolders within the Planning Analytics shared folder and what their permissions would be. Going forward, with the implementation of Drive Explorer (in Planning Analytics Workspace modeling workbench) subfolder control doesn’t work the same way. That is,  adding…

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How Do I Build Supporting Coding Skills for IBM Planning Analytics Development?

Building Supporting Coding Skills for IBM Planning Analytics Development Becoming an expert at IBM Planning Analytics development requires proficiency in multiple syntaxes and languages. TurboIntegrator and Rule scripting has limited documentation and learning resources outside of the official IBM PA documentation. However, several other coding languages with extensive resources are invaluable for building foundational skills.…

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How Do I Use PAW Drive Explorer to Edit Files in IBM Planning Analytics Workspace (PAW)?

Editing Files using PAW Drive Explorer You may already be aware that the Rich Tier Desktop is “going away” and Planning Analytics on Cloud Modelers will need to use Planning Analytics Workspace (or “PAW”) for administrative tasks, including using Drive Explorer for individual file management, such as copying or moving files or folders across cloud environment…

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How Do I Sync Planning Analytics Environments Without the Rich Tier?

Deprecation of the Rich Tier Desktop The IBM Planning Analytics on Cloud team has announced that, the Rich Tier Desktop is soon to be no longer accessible for Planning Analytics on Cloud Modelers and you will now use Planning Analytics Workspace (or “PAW”) for all of your administrative tasks, including restoring or “synchronizing” files or folders in…

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