{"id":3491,"date":"2023-04-12T15:33:27","date_gmt":"2023-04-12T15:33:27","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/"},"modified":"2026-01-20T16:17:49","modified_gmt":"2026-01-20T16:17:49","slug":"dynamic-reports-with-mdx-in-planning-analytics","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/","title":{"rendered":"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics?"},"content":{"rendered":"

Dynamic Reports with MDX<\/strong><\/p>\n

Dynamic Reports in Planning Analytics for Excel (PAfE) takes \u201ccomplex reporting\u201d to a whole new level! This report is fully embedded within Excel and utilizes TM1 formulas. One of the greatest strengths of this report type is that it allows for expandable \/ collapsible rows, dictated by the TM1RPTROW<\/a> formula.<\/p>\n

There are various levers to pull in customizing the TM1RPTROW formula: today we will focus on utilizing the MDX Override option and walk through an example report.<\/p>\n

This revenue report expands on the Product dimension and is using the Level0 subset.<\/p>\n

\"\"<\/p>\n

TIP:<\/strong> Click on the fx <\/em>button to review the arguments required for the TM1RPTROW function<\/p>\n

The <Subset Name> argument must reference an existing subset in the dimension; it can be either a static or an MDX driven subset.\u00a0 The <MDX Override> argument will take precedence over the <Subset Name> argument.
\n\"\"\u00a0 \"\"<\/p>\n

When should you use the <Subset Name> vs the <MDX Override?<\/strong><\/p>\n

If the list of elements displayed on the rows does not <\/strong>need to change based on any of the context selectors, the <Subset Name> is sufficient to drive the row expansion.<\/p>\n

If the rows displayed need to update in relation to any other data points in the report, an <MDX Override> is required.<\/p>\n

Let\u2019s return to our example report:<\/p>\n

Each product has a Primary Channel; Channel is a context selector on the report. The objective is to only display products when its Primary Channel is selected.<\/p>\n

\"\"<\/p>\n

Step 1.\u00a0 Write an MDX expression to filter on the Product\u2019s Primary Channel<\/p>\n

{ FILTER( {TM1SUBSETALL( [Product] )}, [Product].[Primary Channel] = “Retail”)}<\/p>\n

Step 2.\u00a0 Place the MDX in the PAfE report and update the reference to point to the Channel Selector.<\/p>\n

\"\"<\/p>\n

Step 3. Update the TM1RPTROW so that the <MDX Override> argument is pointing to the MDX formula in the PAfE report<\/p>\n

\"\"<\/strong><\/p>\n

Results:\u00a0 <\/strong>The product list is dynamically updated based on the selected Channel.<\/p>\n

Ex. When the Channel \u201cInternet\u201d is selected, only products whose Primary Channel is \u201cInternet\u201d is displayed in the rows.<\/p>\n

\"\"<\/p>\n

How will you use MDX in your reports? \u00a0We would love to hear from you!<\/p>\n","protected":false},"excerpt":{"rendered":"

Dynamic Reports with MDX Dynamic Reports in Planning Analytics for Excel (PAfE) takes \u201ccomplex reporting\u201d to a whole new level! This report is fully embedded within Excel and utilizes TM1 formulas. One of the greatest strengths of this report type is that it allows for expandable \/ collapsible rows, dictated by the TM1RPTROW formula. There…<\/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-3491","post","type-post","status-publish","format-standard","hentry","category-ibm","tag-how-tos","tag-planning-analytics","tag-planning-analytics-how-tos"],"acf":[],"yoast_head":"\nHow Do I Create Dynamic Reports Using MDX 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\/dynamic-reports-with-mdx-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 Create Dynamic Reports Using MDX in IBM Planning Analytics? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"Dynamic Reports with MDX Dynamic Reports in Planning Analytics for Excel (PAfE) takes \u201ccomplex reporting\u201d to a whole new level! This report is fully embedded within Excel and utilizes TM1 formulas. One of the greatest strengths of this report type is that it allows for expandable \/ collapsible rows, dictated by the TM1RPTROW formula. There…\" \/>\n<meta property=\"og:url\" content=\"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/\" \/>\n<meta property=\"og:site_name\" content=\"QueBIT\" \/>\n<meta property=\"article:published_time\" content=\"2023-04-12T15:33:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-20T16:17:49+00:00\" \/>\n<meta name=\"author\" content=\"agoddard\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"agoddard\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/\"},\"author\":{\"name\":\"agoddard\",\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/#\\\/schema\\\/person\\\/e52d72da0fd2f5f70d189343fe4f5084\"},\"headline\":\"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics?\",\"datePublished\":\"2023-04-12T15:33:27+00:00\",\"dateModified\":\"2026-01-20T16:17:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/\"},\"wordCount\":378,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Picture1-1-300x117.png\",\"keywords\":[\"How To\u2019s\",\"Planning Analytics\",\"Planning Analytics How To's\"],\"articleSection\":[\"IBM\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/\",\"url\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/\",\"name\":\"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics? - QueBIT\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Picture1-1-300x117.png\",\"datePublished\":\"2023-04-12T15:33:27+00:00\",\"dateModified\":\"2026-01-20T16:17:49+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/#\\\/schema\\\/person\\\/e52d72da0fd2f5f70d189343fe4f5084\"},\"breadcrumb\":{\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/#primaryimage\",\"url\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Picture1-1-300x117.png\",\"contentUrl\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/Picture1-1-300x117.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/dynamic-reports-with-mdx-in-planning-analytics\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/#website\",\"url\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/\",\"name\":\"QueBIT\",\"description\":\"QueBIT\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/#\\\/schema\\\/person\\\/e52d72da0fd2f5f70d189343fe4f5084\",\"name\":\"agoddard\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d817b364cff1d66116debde8d1c85e5e76eeece9c5ae731b19276a6040231455?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d817b364cff1d66116debde8d1c85e5e76eeece9c5ae731b19276a6040231455?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d817b364cff1d66116debde8d1c85e5e76eeece9c5ae731b19276a6040231455?s=96&d=mm&r=g\",\"caption\":\"agoddard\"},\"sameAs\":[\"https:\\\/\\\/quebit.com\\\/askquebit\"],\"url\":\"https:\\\/\\\/quebit.com\\\/askquebit\\\/author\\\/agoddard\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics? - QueBIT","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/","og_locale":"en_US","og_type":"article","og_title":"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics? - QueBIT","og_description":"Dynamic Reports with MDX Dynamic Reports in Planning Analytics for Excel (PAfE) takes \u201ccomplex reporting\u201d to a whole new level! This report is fully embedded within Excel and utilizes TM1 formulas. One of the greatest strengths of this report type is that it allows for expandable \/ collapsible rows, dictated by the TM1RPTROW formula. There…","og_url":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/","og_site_name":"QueBIT","article_published_time":"2023-04-12T15:33:27+00:00","article_modified_time":"2026-01-20T16:17:49+00:00","author":"agoddard","twitter_card":"summary_large_image","twitter_misc":{"Written by":"agoddard","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/#article","isPartOf":{"@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/"},"author":{"name":"agoddard","@id":"https:\/\/quebit.com\/askquebit\/#\/schema\/person\/e52d72da0fd2f5f70d189343fe4f5084"},"headline":"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics?","datePublished":"2023-04-12T15:33:27+00:00","dateModified":"2026-01-20T16:17:49+00:00","mainEntityOfPage":{"@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/"},"wordCount":378,"commentCount":0,"image":{"@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/#primaryimage"},"thumbnailUrl":"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/01\/Picture1-1-300x117.png","keywords":["How To\u2019s","Planning Analytics","Planning Analytics How To's"],"articleSection":["IBM"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/","url":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/","name":"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics? - QueBIT","isPartOf":{"@id":"https:\/\/quebit.com\/askquebit\/#website"},"primaryImageOfPage":{"@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/#primaryimage"},"image":{"@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/#primaryimage"},"thumbnailUrl":"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/01\/Picture1-1-300x117.png","datePublished":"2023-04-12T15:33:27+00:00","dateModified":"2026-01-20T16:17:49+00:00","author":{"@id":"https:\/\/quebit.com\/askquebit\/#\/schema\/person\/e52d72da0fd2f5f70d189343fe4f5084"},"breadcrumb":{"@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/#primaryimage","url":"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/01\/Picture1-1-300x117.png","contentUrl":"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/01\/Picture1-1-300x117.png"},{"@type":"BreadcrumbList","@id":"https:\/\/quebit.com\/askquebit\/dynamic-reports-with-mdx-in-planning-analytics\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/quebit.com\/askquebit\/"},{"@type":"ListItem","position":2,"name":"How Do I Create Dynamic Reports Using MDX in IBM Planning Analytics?"}]},{"@type":"WebSite","@id":"https:\/\/quebit.com\/askquebit\/#website","url":"https:\/\/quebit.com\/askquebit\/","name":"QueBIT","description":"QueBIT","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/quebit.com\/askquebit\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/quebit.com\/askquebit\/#\/schema\/person\/e52d72da0fd2f5f70d189343fe4f5084","name":"agoddard","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/d817b364cff1d66116debde8d1c85e5e76eeece9c5ae731b19276a6040231455?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/d817b364cff1d66116debde8d1c85e5e76eeece9c5ae731b19276a6040231455?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/d817b364cff1d66116debde8d1c85e5e76eeece9c5ae731b19276a6040231455?s=96&d=mm&r=g","caption":"agoddard"},"sameAs":["https:\/\/quebit.com\/askquebit"],"url":"https:\/\/quebit.com\/askquebit\/author\/agoddard\/"}]}},"_links":{"self":[{"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/posts\/3491","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/comments?post=3491"}],"version-history":[{"count":2,"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/posts\/3491\/revisions"}],"predecessor-version":[{"id":5089,"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/posts\/3491\/revisions\/5089"}],"wp:attachment":[{"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/media?parent=3491"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/categories?post=3491"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quebit.com\/askquebit\/wp-json\/wp\/v2\/tags?post=3491"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}