Posts by Jennifer Field
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…
Read MoreAutomating 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.
Read MoreHow 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…
Read MoreThe Ultimate Solution for Streamlined Data Collection and Planning
Maximize Business Efficiency with ReportWORQ ReportWORQ revolutionizes the way businesses manage data collection and planning. With its user-friendly interface and robust capabilities, it’s designed to simplify data collection from internal and external sources, saving you hours of manual labor. • Eliminate the hassle of manually copying templates and transposing data. ReportWORQ automates these tasks so…
Read MoreDo I Need an IBM ID?
Do I Need an IBM ID? If you are responsible for supporting IBM Planning Analytics (PA), are the “newly appointed” PA or Planning Analytics Workspace (PAW) administrator for your organization or simply a Planning Analytics “consumer”, at some point you will want to “interact” with IBM in respect to potential new offerings, version availability, downloads,…
Read MoreStreamlining Business Reporting with ReportWORQ: A Comprehensive Walkthrough
ReportWORQ offers an integrated solution for automating PowerPoint presentations and Excel-based reporting, saving your team valuable time and reducing the risk of manual errors. This article provides a detailed step-by-step guide on how to leverage ReportWORQ for generating dynamic briefing books, personalized P&L statements, and much more. Sections Included: Introduction to ReportWORQ What sets it…
Read MoreMastering the Art of Unpivoting Data in DataWORQ
In this comprehensive guide, you’ll learn how to convert your pivoted data back to an unpivoted format using DataWORQ’s Unpivot node. Designed for those who want to explore the full range of DataWORQ’s data manipulation capabilities, this article explains how to effectively select and combine columns for Extended Planning & Analysis (xP&A). Using an example…
Read MoreA Step-by-Step Guide to Data Pivoting in DataWORQ
Learn how to master the art of data pivoting in DataWORQ with this step-by-step tutorial. Aimed at business users looking to streamline Extended Planning & Analysis (xP&A), this article guides you from the point of pulling an unpivoted dataset from Excel to transforming it into a neatly pivoted dataset. We explain how to utilize the…
Read MoreHow to Leverage Pivot Tables in DataWORQ for Better Data Management
Discover the power of Pivot Tables within DataWORQ with our comprehensive guide. Ideal for professionals involved in Extended Planning & Analysis (xP&A), this article demystifies how to effectively navigate between pivoted and unpivoted datasets. Using real-world examples based on flower species data, we break down the benefits of each dataset format for your planning system.…
Read MoreCreate Dynamic Email Dashboards with ReportWORQ: Personalized Financial Reporting Across 50 States without Attachments
ReportWORQ’s rich and dynamic email dashboards help Finance drive data adoption by enabling business users with clear and timely data, while also helping IT improve the security and availability of sensitive data. Watch as we demonstrate how to use ReportWORQ variables to generate personalized email dashboards, complete with conditional formatting, snippets from reports, and visuals.…
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