Posts Tagged ‘Planning Analytics How To’s’
How 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 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…
Read MoreHow Do I Use IF and WHILE Statements in IBM Planning Analytics TurboIntegrator Processes?
Using IF and WHILE Statements in IBM Planning Analytics TurboIntegrator Processes IBM Planning Analytics provides powerful scripting capabilities within TurboIntegrator (TI) processes, allowing developers to create dynamic, flexible models. Two foundational constructs used in these scripts are the IF and WHILE statements. IF statements are primarily used for conditional execution of code, and WHILE statements…
Read MoreHow Do I Enable Drive Explorer in Planning Analytics Workspace on Cloud?
Enabling Drive Explorer in Planning Analytics Workspace on Cloud IBM’s new Drive Explorer gives Admins back some of the functionality that was lost with the depreciation of the Rich Tier Desktop in 2024. It gives admins the ability to move files from one environment to another and also includes some compression/decompression features that simplify the…
Read MoreHow Do I Build Supporting Coding Skills for IBM Planning Analytics Development?
Building Supporting Coding Skills for IBM Planning Analytics Development Becoming an expert at IBM Planning Analytics development requires proficiency in multiple syntaxes and languages. TurboIntegrator and Rule scripting has limited documentation and learning resources outside of the official IBM PA documentation. However, several other coding languages with extensive resources are invaluable for building foundational skills.…
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