Managing Multiple ODBC Credentials in IBM Planning Analytics Workspace

TurboIntegrator (TI) processes in IBM Planning Analytics (PA) allow connections to various data. One option is an ODBC connection, which stands for Open Database Connectivity. This is an extremely reliable method that directly connects to an external relational database and allows you to extract data through a query. This article explains how ODBC username and…

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Maintaining Hierarchies in PAW

Planning Analytics Workspace (PAW) comes with the feature to create multiple hierarchies in one dimension. These hierarchies are generally created by the attributes of the dimension. Once a hierarchy is created, it is detached from the attribute values. Therefore, a developer should create a TI (TurboIntegrator) process to maintain the hierarchies which are built based…

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Collecting Data for Earnings Reports in IBM Planning Analytics

An earnings call is one of the most important meetings between the management team of a public company and its external stakeholders. The company prepares internal and external reports like an annual business disclosure report (10-K) every quarter. The typical timeframe for collecting data and producing the earnings-related documents is less than 60 days. That…

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Integrating Snowflake and IBM Planning Analytics

In another post I explored how easy it is to access cloud-based Snowflake, create a database, define and then load a table with data from a local file. In this post, I investigate the steps required to integrate some Snowflake data with IBM Planning Analytics (TM1). The steps will include: Configure an ODBC Data source…

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Troubleshooting PAW Security

PAW (Planning Analytics Workspace) has four types of security: User Role, User Group, Folder Security, and Book Security. These security types are separated from the database security, such as cube security, element security and process security. A PAW administrator usually helps a user fix security issue in PAW. This article covers the common security issues…

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Diagnosing PAfE Performance Issues

IBM Planning Analytics for Microsoft Excel – or PAfE (previously referred to as PAX) – is a Microsoft Excel-based tool that report authors use to build sophisticated, multiple-sheet, multiple-query reports against multiple databases, including Planning Analytics models. If you are a PAfE user, or support a group of PAfE users, you may eventually need to…

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Uploading data files to IBM Planning Analytics (Cloud)

Planning Analytics (PA) is a great platform for building models, such as workforce planning, revenue planning, and capital expenditure. These models require data from other systems. The cloud version of PA provides many data integration methods. However, a flat file is still useful when other data integration methods are not possible. To upload a file…

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Using Hash Values in Planning Analytics

When working with IBM Planning Analytics, it is not uncommon to source data from a relational data source. Typically, you will see a Data Warehouse or Data Lake where data is transformed and loaded on a schedule using an ETL tool. ETL, which stands for Extract, Transform and Load, extracts data from a source, modifies it in some…

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