{"id":3477,"date":"2023-04-12T15:33:22","date_gmt":"2023-04-12T15:33:22","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/using-the-modeling-workbench-in-planning-analytics\/"},"modified":"2026-01-20T16:30:46","modified_gmt":"2026-01-20T16:30:46","slug":"using-the-modeling-workbench-in-planning-analytics","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/using-the-modeling-workbench-in-planning-analytics\/","title":{"rendered":"How Do I Use the Modeling Workbench in IBM Planning Analytics?"},"content":{"rendered":"<p>The <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=2wnj12-use-modeling-workbench-create-maintain-your-model-beta\">modeling workbench<\/a> was introduced in IBM Planning Analytics and remains available as a beta feature (in 2.0.65). You can now open the modeling workbench from the Planning Analytics Workspace environment (in earlier versions entry was through a separate URL). \u00a0You can use the workbench to do almost anything you need to do within a model, from creating, editing and deleting objects and running processes and chores to more \u201cadministrative\u201d tasks like editing settings, importing data, reloading an unloading cube and even effect security.<\/p>\n<p>To use the workbench, you first need to create one by clicking the\u00a0<strong>Home<\/strong>\u00a0menu, then click\u00a0<strong>New<\/strong>\u00a0&gt;\u00a0<strong>Workbench<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2337 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/WB1-min.jpg\" alt=\"\" width=\"731\" height=\"605\" \/><\/p>\n<p>A <em>blank<\/em> workbench is shown below, with the <strong>Modeling tools<\/strong> (object editors) section in the upper left, <strong>Databases<\/strong> in the lower left and the general \u201c<strong>editing area<\/strong>\u201d, in the center:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2331 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/WB2-min.jpg\" alt=\"\" width=\"900\" height=\"418\" \/><\/p>\n<p><strong>Working with Objects<\/strong><\/p>\n<p>To create a new object (like a cube, dimension, process, or chore) on the workbench you can click the appropriate link in the\u00a0<strong>Modeling tools<\/strong>\u00a0list, or you can create the new object directly from the Databases <strong>data tree<\/strong> by right clicking the applicable node, then clicking\u00a0<strong>Create asset_type<\/strong>. To open and edit an existing object, you right-click it in the data tree and then click\u00a0<strong>Edit asset_type<\/strong>.<\/p>\n<p>When you initially open or create an object, the modeling tool for the object is <em>inserted as a new tab on the active tabset within the workbench<\/em>. Once there, you can\u00a0move the modeling tool within the workbench to create an editing environment that you are comfortable with \u2013 again more like a real IDE! In addition, the workbench even allows you to <em>drag and drop<\/em> an existing object from the Databases data tree directly onto the workbench, choosing where you want to drop the object.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2332 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/WB3-min.jpg\" alt=\"\" width=\"900\" height=\"408\" \/><\/p>\n<p>The flexibility managing the workbench layout is a feature that takes a step towards providing more of an \u201cIDE\u201d or Integrated Development Environment experience that as a developer you may be used to working in.<\/p>\n<p><strong>Floating Windows<\/strong><\/p>\n<p>Another \u201ccool\u201d feature of the workbench is the ability to utilize \u201cfloating windows\u201d. Basically, you can open any modeling tool in a separate window that is \u201cdetached\u201d from the workbench (the functionality of the modeling tool is the same whether you open it in a floating window or work within the modeling workbench).<\/p>\n<p>To open a modeling tool in a separate window you click the tab for the editor, then click\u00a0<strong>Open tab in floating window<\/strong>. To return the separate editor window to the workbench, click\u00a0<strong>Return to workbench<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2333 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/WB4-min.jpg\" alt=\"\" width=\"900\" height=\"456\" \/><\/p>\n<p><strong>Where is it?<\/strong><\/p>\n<p>A keen time saver in the Modeling Workbench is the <strong>search feature <\/strong>which allows you to perform a global search for any data item (cubes, dimensions, views, sets, processes, chores, rules, and control objects) within a selected database. To perform a search, you click the <strong>Search button <\/strong>on the left side of the workbench:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2338 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/WB5-min.jpg\" alt=\"\" width=\"451\" height=\"355\" \/><\/p>\n<p>In the panel that opens, you need to select the database (if you are logged into multiple databases) in which you want to search in and then enter the name of the data item you are searching for. Here is an example. I\u2019ve typed the word \u201cbudget\u201d into the search field and the results are immediately shown below. We can see that there are numerous references within the Planning Sample database containing the phrase budget, including a number of saved cube <em>views<\/em>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2335 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/WB7-min.jpg\" alt=\"\" width=\"720\" height=\"446\" \/><\/p>\n<p>Another handy feature is that you can scroll-through the list (of search results) and then right click on an object to edit\/run\/delete or find out more about that object:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2336 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/06\/WB8-min.jpg\" alt=\"\" width=\"580\" height=\"611\" \/><\/p>\n<p><strong>Interested in Learning More?<\/strong><\/p>\n<p>Are you interested in finding out more about how to use the Planning Analytics Modeling Workbench? Then <a href=\"https:\/\/quebit.com\/who-we-are\/contact-us\/\">Contact QueBIT<\/a> today and we\u2019ll be happy to introduce you to this new tool!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The modeling workbench was introduced in IBM Planning Analytics and remains available as a beta feature (in 2.0.65). You can now open the modeling workbench from the Planning Analytics Workspace environment (in earlier versions entry was through a separate URL). \u00a0You can use the workbench to do almost anything you need to do within a&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":[38,36,51],"class_list":["post-3477","post","type-post","status-publish","format-standard","hentry","category-ibm","tag-how-tos","tag-planning-analytics","tag-planning-analytics-how-tos"],"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 the Modeling Workbench 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\/using-the-modeling-workbench-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 the Modeling Workbench in IBM Planning Analytics? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"The modeling workbench was introduced in IBM Planning Analytics and remains available as a beta feature (in 2.0.65). 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