How do I Design Highly Customized Dashboards in IBM Planning Analytics?

There are several design considerations when building dashboards, such as presenting information in a clear and concise manner, ease of navigation, and usability.  Additionally, adding customizations to match your company profile and brand will help to embed analytics within your organization and provide a seamless transition from other applications with a matching look and feel.…

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How do I connect Snowflake to IBM Planning Analytics (Cloud)?

Snowflake is a data warehouse, and it has gained a lot of popularity in recent years. Organizations choose to store and process their data in Snowflake which is a great data platform. Most organizations also need an analytics platform to build their forecast, perform ad-hoc analysis, and create dashboards. IBM Planning Analytics (Cloud) is an…

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How do I build and use an allocation model in Planning Analytics?

An allocation model is commonly used in a planning and budgeting process. A simple allocation model distributes an amount, such as expenses, to different segments of a business. The segments can be cost centers, departments, sales teams, etc. An example of a simple allocation model is an IT allocation model which allocates the total IT…

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How do I use a selector in Planning Analytics Workspace?

Using a Selector in Planning Analytics Workspace A “selector” in IBM Planning Analytics Workspace (PAW) is a “widget” that lets you pick members, sets, or levels for a corresponding view of data. When a selector is synchronized with a view, what you pick (in the selector) is automatically applied to that view. For example, suppose…

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How do I hide components in Planning Analytics Workspace?

One of the most common mistakes when designing a report, a view or a visualization of data is to include too much information. Too much information can make it difficult for consumers to formulate “takeaways” and gain insights. IBM Planning Analytics Workspace (PAW) provides an interface rich in options for presenting your data so it’s easy…

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How Do I Use Multiple Architect Sessions in IBM Planning Analytics for Development and Testing?

Did you know that the Planning Analytics Architect desktop client allows for multiple instances to run simultaneously? This feature can be used to greatly improve efficiency during development, testing, and even day to day use. When to use multiple architect sessions? Long running processes can lock an Architect or Perspectives session until the process finishes.…

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How Do I Use the Intent Bar in Planning Analytics Workspace to Filter and Refine Data Views?

IBM Planning Analytics Workspace (PAW) is a web-based interface for IBM Planning Analytics. It delivers an intuitive interface to the data residing in Planning Analytics (TM1), providing ways to plan, create, and analyze your content by providing features such as conditional formatting and calculations. One interesting feature available in PAW, is the ability to perform searches entered in…

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