IBM
Planning Analytics SaaS: Migration and Operational Changes FAQ (Part 2)
What should you expect during migration, and how will operations differ once you are on Planning Analytics SaaS? This FAQ is written to stand on its own for readers who mainly need to understand what changes operationally when an on-premises Planning Analytics environment is moved to IBM Planning Analytics SaaS. It assumes the reader is…
Read MorePlanning Analytics SaaS: Readiness and Planning FAQ (Part 1)
Is your organization ready to move from on-premises Planning Analytics to a SaaS model? This FAQ is intended for existing Planning Analytics customers that are considering a move from on-premises deployments to IBM Planning Analytics SaaS on Azure or AWS. It focuses on the early-stage questions: why customers are interested in SaaS, what benefits are…
Read MoreHow Do I Configure View Extract Settings and Assign 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 MoreHow Do I Automate Subset Creation for Cube Views in TI Processes? – 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 Do I Use Cube Views as Data Sources in Planning Analytics TI Processes? – 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 MoreAutomating TM1 with R Scripting
Automating TM1 with R Scripting Exploring Automation and Load Balancing Testing with Python and TM1 When working with complex analytics systems like TM1, one of the key challenges is efficiently automating tests and managing performance in large-scale environments. This article explores how Python and TM1 Pi, a Python library for TM1, can be leveraged to…
Read MoreHow 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…
Read MoreWhat Is TM1 Drill-Through and How Do I Set It Up?
TM1 Drill through 101 Optimizing TM1 Drill Through Functionality for Effective Data Exploration Drill through functionality in IBM Planning Analytics (TM1) is a powerful tool that enables users to access detailed, underlying data directly from summary views. When implemented thoughtfully, drill throughs can significantly enhance user understanding, reduce confusion, and support more effective planning…
Read MoreHow 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…
Read MoreHow 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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