{"id":3390,"date":"2023-04-12T15:32:59","date_gmt":"2023-04-12T15:32:59","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/scripting-and-subsets-in-planning-analytics\/"},"modified":"2026-01-16T16:55:22","modified_gmt":"2026-01-16T16:55:22","slug":"scripting-and-subsets-in-planning-analytics","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/scripting-and-subsets-in-planning-analytics\/","title":{"rendered":"How Do I Use Scripting to Manage and Apply Subsets in IBM Planning Analytics?"},"content":{"rendered":"<p>Keeping track of both public and private subsets and views within a TM1 or Planning Analytics model is somewhat daunting since there has been no simple administrative function available to accomplish this task.<\/p>\n<p>There are, of course, some \u201cfor-sale\u201d tools available as well as various shell commands that offer partial solutions but if you don\u2019t have a budget to purchase or the appropriate access to your TM1 data server so that you can run Command Line (CL) statements, you can accomplish the same thing using 2 simple TurboIntegrator (TI) processes: 1 to generate a list of all subset information and the other to format and present that information.<\/p>\n<p><strong>Get Started<\/strong><\/p>\n<p>To get started, first create a TI process and indicate that there is\u00a0<em>no data source<\/em>. This will allow you to add code to only the\u00a0<strong>Prolog<\/strong>\u00a0and\u00a0<strong>Epilog<\/strong>\u00a0\u2013 which is all you\u2019ll need.<\/p>\n<p>In the\u00a0<strong>Prolog<\/strong>, add \u201cloop logic\u201d to iterate through the\u00a0<strong>}Dimensions<\/strong>\u00a0control dimension and a sub-loop iterating through the\u00a0<strong>\u201c}Clients<\/strong>\u201d control dimension (the sub loop is required to include private subsets).<\/p>\n<p>Here is \u201cthe trick\u201d. Within the loop, code the\u00a0<strong>ASCIIOUPUT<\/strong>\u00a0function to create and write a MS Windows batch (.bat) file of a simple DOS command. The line of code will look like this:<\/p>\n<p>ASCIIOUTPUT(\u2018s.bat\u2019,\u2019dir \/B \u201c\u2018| Trim(vFN)|&#8217;\u201d\u00a0 &gt; \u201c\u2018|Trim(sD)| \u2018subsets.txt\u201d\u2018);<\/p>\n<p>You can see from the above that we are writing the dir \/B command to the file (named \u201cs.bat\u201d) which will then \u201cdirect\u201d (using the \u201c &gt; \u201c operator) the results of the command to a file named after the dimension (the variable \u201csD\u201d), concatenated with the name \u201csubsets.txt\u201d, so for example \u201cAccountsubsets.txt\u201d. \u00a0The variable \u201cvFN\u201d is important. It signifies the name of the folder to execute the DIR command on. Since TM1 stores subsets in folders named consistently with the dimension name and \u201c}subs\u201d we can set the variable as:<\/p>\n<p>vFN = Trim(sD) | \u2018}subs\u2019;<\/p>\n<p>For the private subsets, TM1 stores them in a sub folder named for the client, as in \u201cUser1Account}subs\u201d, so in the sub-loop we create our vFN with an extra step:<\/p>\n<p>vFN = vClient\u00a0 | \u2018\u2019 | Trim(vFN);<\/p>\n<p>A portion of the generated .bat file is shown below:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-616 aligncenter\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset1.png\" sizes=\"auto, (max-width: 709px) 100vw, 709px\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset1.png 709w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset1-300x106.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset1-100x35.png 100w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset1-150x53.png 150w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset1-200x71.png 200w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset1-450x159.png 450w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset1-600x212.png 600w\" alt=\"\" width=\"709\" height=\"251\" \/><\/p>\n<p>Next, in the\u00a0<strong>Epilog<\/strong>, we need to add a line of code to execute the .bat file that was just created (in the Prolog). To do this, we use the\u00a0<strong>ExecuteCommand<\/strong>\u00a0function (with the parameter \u201c1\u201d so that the process doesn\u2019t wait for the call back from executing the .bat file):<\/p>\n<p>ExecuteCommand(\u2018s.bat\u2019, 1);<\/p>\n<p>When the .bat file is executed, it will create a text file for each dimension, listing all of the subsets for that dimension as records in it. Below is an example of the file generated for a Product dimension:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-615\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset2.png\" sizes=\"auto, (max-width: 545px) 100vw, 545px\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset2.png 545w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset2-300x208.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset2-100x69.png 100w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset2-150x104.png 150w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset2-200x139.png 200w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset2-450x312.png 450w\" alt=\"\" width=\"545\" height=\"378\" \/><\/p>\n<p>The last thing to do in this process is to copy the loop\/sub-loop code from the Prolog section of our process and paste it in here, (after the ExecuteCommand we just added) and change the line with the ASCIIOUTPUT to again use the ExecuteCommand function, but this time to execute our\u00a0<em>second process<\/em>\u00a0(which we will create next; here I called it \u201cTIProcess2\u201d) and pass it the name of the dimension:<\/p>\n<p>ExecuteProcess(\u2018TIProcess2\u2032, \u2018 pDimensionName \u2018, Trim(sD));<\/p>\n<p><strong>Step Two<\/strong><\/p>\n<p>So now that the first process is complete, we can go ahead and create our second TI process. This process will be defined with a Data Source of \u201cText\u201d and, you guessed it, will read the text files that were created by executing the .bat file.<\/p>\n<p>Below is the code we need to add to the Prolog of this TI process (\u201cpDimensionName\u201d is a run time parameter of type string that you need to add). The first line of code concatenates \u00a0\u201csubsets.txt\u201d to the name of the dimension and the string then becomes the explicit Data Source of this process:<\/p>\n<p>grabfle = \u201d | Trim(pDimensionName) | \u2018subsets.txt\u2019;<\/p>\n<p>DatasourceNameForClient=Trim(grabfle);<\/p>\n<p>DatasourceNameForServer=Trim(grabfle);<\/p>\n<p><strong>The Results<\/strong><\/p>\n<p>You can use this information in any way you want, perhaps format it into a web page (one of my favorite formats for presenting this information) or store it in a cube for other reporting. These processes can be run at any time (or on a schedule) to continually audit your model and maintain an \u201cup to date\u201d listing of all of subsets (this same method can be used for documenting public and private cube views!).<\/p>\n<p>The results can also be comingled with other model information, which always makes a great impression and can be very useful. Below is a clip from a web page where I\u2019ve created a \u201cDimensions Report\u201d adding attribute information, number of elements, the cube(s) the dimension is part of and so on:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-614\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3.png\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3.png 965w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3-300x136.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3-768x347.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3-100x45.png 100w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3-150x68.png 150w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3-200x90.png 200w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3-450x203.png 450w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3-600x271.png 600w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset3-900x407.png 900w\" alt=\"\" width=\"965\" height=\"436\" \/><\/p>\n<p><strong>Other Ideas<\/strong><\/p>\n<p>Another popular use of this information is a hierarchy showing the subsets (public and private) each client has access to, for each dimension. I won\u2019t go into the code here, but just a few lines can produce something useful like the following:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-613\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset4.png\" sizes=\"auto, (max-width: 228px) 100vw, 228px\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset4.png 228w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset4-216x300.png 216w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset4-100x139.png 100w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset4-150x208.png 150w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2019\/04\/Subset4-200x277.png 200w\" alt=\"\" width=\"228\" height=\"316\" \/><\/p>\n<p><strong>Summary<\/strong><\/p>\n<p>There is literally an endless amount of enhancements you can make to the above approach to refine how it works and how the results are presented. The approach should also be generic enough to use with any TM1 or Planning Analytics mode.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Keeping track of both public and private subsets and views within a TM1 or Planning Analytics model is somewhat daunting since there has been no simple administrative function available to accomplish this task. There are, of course, some \u201cfor-sale\u201d tools available as well as various shell commands that offer partial solutions but if you don\u2019t&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24],"tags":[43,36,49],"class_list":["post-3390","post","type-post","status-publish","format-standard","hentry","category-ibm","tag-administration","tag-planning-analytics","tag-planning-analytics-administration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Do I Use Scripting to Manage and Apply Subsets in IBM Planning Analytics? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/scripting-and-subsets-in-planning-analytics\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do I Use Scripting to Manage and Apply Subsets in IBM Planning Analytics? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"Keeping track of both public and private subsets and views within a TM1 or Planning Analytics model is somewhat daunting since there has been no simple administrative function available to accomplish this task. 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