IBM
What 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…
Read MoreUsing Targeted selections (PAW)
How Do I Create a Business Rule in IBM Planning Analytics to Perform Custom Calculations?
IBM Planning Analytics’ Calculation Types IBM Planning Analytics is well known for the speed with which it performs on-the-fly, on-demand aggregations, consolidations and other calculations. The calculation of a specific number in a Planning Analytics cube is not performed until it is requested, for example by a DBR() formula in a spreadsheet, and when it…
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