{"id":4024,"date":"2023-07-19T11:54:39","date_gmt":"2023-07-19T11:54:39","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/?p=4024"},"modified":"2026-01-20T16:06:35","modified_gmt":"2026-01-20T16:06:35","slug":"geocaching-with-planning-analytics","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/geocaching-with-planning-analytics\/","title":{"rendered":"How Can the Concept of \u201cGeocaching\u201d Help Me Explore and Search a Planning Analytics Model?"},"content":{"rendered":"<p><strong>Geocaching with Planning Analytics<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4025 alignright\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture1.png\" alt=\"\" width=\"236\" height=\"192\" \/><\/p>\n<p><em>Geocaching<\/em> is an activity in which you use a <em>global positioning system<\/em> (GPS) as a tool to seek &#8220;geocaches&#8221; (something(s) desirable or important to the \u201cgeocacher\u201d) at specific locations all over the world. This process promotes learning about a specific environment (which you are most likely not familiar with) and sometimes helps sort it or clean it up.<\/p>\n<p>As an example, in the United States, the state of Alaska is known for having a harsh environment with large, unsettled areas making it an excellent place to hunt for geocaches. But, what about a \u201ctechnical environment\u201d such as a Planning Analytics model that is new to you? Well, perhaps the \u201cconcept\u201d of geocaching may apply there as well.<\/p>\n<p>Often, as a consultant, you may find yourself in a situation where you have been given access to an existing model (using a TM1\/Planning Analytics administrator role) but you do not have access to the machine its running on or any other type of environmental access &#8212; and you certainly will not be allowed to install any software or even take advantage of any OS utilities like Windows PowerShell, etc. and typically, restrictions exist preventing copying or downloading files.<\/p>\n<p>So how do you <em>efficiently<\/em> search (do some geocaching?) through a model \u2013 say for all TurboIntegrator processes and Rules that reference a data item (a string, object, or other name)? For example, wouldn\u2019t it be helpful to quickly generate a list of all processes (and rules) that reference a specific cube name? How about finding every process that executes a particular function? Establishing this kind of information is a critical part of a <em>model assessment<\/em> as well as when asked to establish a <u>level of effort <\/u>or <u>estimate the impact<\/u> (of a proposed change), <u>identify objects<\/u> (that require a specific modification or accommodation), or when creating <u>data flow diagrams<\/u>, performing <u>debugging activities<\/u>, etc.<\/p>\n<p><strong>Searching using a PAW Modeling Workbench<\/strong><\/p>\n<p>So, let\u2019s start with what comes \u201cout of the box\u201d. With <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=analytics-planning-workspace\">Planning Analytics Workspace<\/a> (PAW), you can search at the \u201c<strong>database level<\/strong>\u201d, meaning any data item (cubes, dimensions, views, sets, processes, chores, rules, and control objects) in a model for a character string, using the <em>search feature<\/em> in the IBM Planning Analytics modeling workbench (introduced in IBM Planning Analytics 2.0.64). \u00a0To use this search from within a workbench, you <em>click the <strong>Search button <\/strong><\/em>(circled below), <em>select the database<\/em> (in which you want to search) and then <em>enter the data item<\/em> (or string) that you want to search for in the <em>Search field<\/em> and the results will appear in the panel below:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4026\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture2-300x72.png\" alt=\"\" width=\"779\" height=\"187\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture2-300x72.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture2-768x183.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture2.png 900w\" sizes=\"auto, (max-width: 779px) 100vw, 779px\" \/><\/p>\n<p>An added \u201cbonus\u201d of using this search is that you can click any search result to delete it from the database, open it in a tab to edit it, or depending on the type selected (i.e., TurboIntegrator process), run it or (Chore) enable it.<\/p>\n<p>Note that to include <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=workspace-control-objects\"><em>control objects<\/em><\/a> in a search you need to prefix the name with } and the search will then look for items that contain the string that follows the }.<\/p>\n<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\">PAW Modeling workbench<\/a> search works well, but it does have some limitations. For example, it requires executing 2 searches should you want to include control objects in your search. Additionally, the results presented are difficult to \u201ccapture\u201d and make part of another document, \u00a0and, of course, it isn\u2019t available if you are <a href=\"https:\/\/cloud.ibm.com\/docs\/planning-analytics?topic=planning-analytics-inviting_users_environment\">not a planning analytics workspace user<\/a>.<\/p>\n<p><strong>An \u201cOrganic\u201d DIY Option<\/strong><\/p>\n<p>A simple and <em>non-invasive<\/em> (no special installs or setups, no additional executable required) alternative approach for searching through a model is to use Planning Analytics \u201citself\u201d by employing 2 \u201csimple\u201d TurboIntegrator scripts which you can have an administrator add to the model or you can <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=processes-create-edit\">manually create them<\/a> by following these steps:<\/p>\n<ol>\n<li>Create a new process and add 3 string (Type) parameters: <strong>pSearch<\/strong> (this will be the character string you want to search for), <strong>pObjectType<\/strong> (to indicate if you want to evaluate all processes or all cube rules) and <strong>pClearResults<\/strong> (which will indicate if the process should remove the search results \u201chelper\u201d object or not (more on this later).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4027\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture3-300x138.png\" alt=\"\" width=\"767\" height=\"353\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture3-300x138.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture3.png 749w\" sizes=\"auto, (max-width: 767px) 100vw, 767px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"2\">\n<li>In the <strong>Prolog<\/strong> section of the process, the below script can be added. Some explanation: this code establishes the process as a \u201cmaster\u201d which will \u201crecursively call\u201d (execute) a sub-process sending it specific parameters. The sub-process \u201cscans\u201d each TurboIntegrator process (PRO) file or cube rule (RUX) file looking for any occurrence of the pSearch value. Since the sub-process is executed repeatedly, it \u201cadds\u201d the search results to a results \u201chelper\u201d dimension. Finally, as a last step, the results helper dimension is read, and its values are written to a formatted HTML page. Here is the code:<\/li>\n<\/ol>\n<p># &#8212; some declarations<\/p>\n<p>cProcessesDim = &#8216;}Processes&#8217;;<\/p>\n<p>cCubesDim = &#8216;}Cubes&#8217;;<\/p>\n<p>cResultsDim = &#8216;3&#8217;;<\/p>\n<p>pDocumentName = &#8216;resultsme.HTML&#8217;;<\/p>\n<p>DatasourceASCIIQuoteCharacter=&#8221;;<\/p>\n<p>cProcessFile = &#8216;pro&#8217;;<\/p>\n<p>cRuleFile = &#8216;rux&#8217;;<\/p>\n<p>&nbsp;<\/p>\n<p># &#8212; capture the total number of TurboIntegrator processes and Cubes in the model<\/p>\n<p>vNumberOfProcesses = DIMSIZ(cProcessesDim);<\/p>\n<p>vNumberOfCubes = DIMSIZ(cCubesDim);<\/p>\n<p>&nbsp;<\/p>\n<p># &#8212; capture this processes name<\/p>\n<p>vProcess = GETPROCESSNAME();<\/p>\n<p>&nbsp;<\/p>\n<p># &#8212; create a helper dimension to accumulate the search results<\/p>\n<p>IF (DimensionExists(cResultsDim)=0);<\/p>\n<p>DimensionCreate(cResultsDim);<\/p>\n<p>ENDIF;<\/p>\n<p>&nbsp;<\/p>\n<p>vToLookFor = TRIM(pSearch);<\/p>\n<p>&nbsp;<\/p>\n<p>IF (TRIM(pObjectType)@=cProcessFile);<\/p>\n<p>vCounter = 1;<\/p>\n<p>WHILE (vCounter&lt;=vNumberOfProcesses);<\/p>\n<p>sE = DIMNM(cProcessesDim, vCounter);<\/p>\n<p>ExecuteProcess(&#8216;2&#8217;, &#8216;p0&#8217;, Trim(sE), &#8216;p1&#8217;, vToLookFor, &#8216;p2&#8217;, TRIM(pObjectType) );<\/p>\n<p>vCounter = vCounter + 1;<\/p>\n<p>END;<\/p>\n<p>ELSEIF (TRIM(pObjectType)@=cRuleFile);<\/p>\n<p>vCounter = 1;<\/p>\n<p>WHILE (vCounter&lt;=vNumberOfCubes);<\/p>\n<p>sE = DIMNM(cCubesDim, vCounter);<\/p>\n<p>vFile = sE | &#8216;.&#8217; | TRIM(pObjectType);<\/p>\n<p>IF (FileExists(vFile)&gt;0);<\/p>\n<p>ExecuteProcess(&#8216;2&#8217;, &#8216;p0&#8217;, Trim(sE), &#8216;p1&#8217;, vToLookFor, &#8216;p2&#8217;, TRIM(pObjectType) );<\/p>\n<p>ENDIF;<\/p>\n<p>vCounter = vCounter + 1;<\/p>\n<p>END;<\/p>\n<p>ENDIF;<\/p>\n<p>&nbsp;<\/p>\n<p>&#8216; &#8212; set up some HTML for the output<\/p>\n<p>ASCIIOUTPUT(Trim(pDocumentName),'&lt;font size=&#8221;2&#8243; face=&#8221;verdana&#8221;&gt;&lt;h2&gt;&lt;b&gt;&lt;center&gt; Search Results&lt;\/center&gt;&lt;\/h2&gt;&lt;\/b&gt;&lt;\/font&gt;&#8217;);<\/p>\n<p>ASCIIOUTPUT(Trim(pDocumentName),'&lt;font size=&#8221;1&#8243; face=&#8221;verdana&#8221;&gt;&lt;b&gt;&lt;center&gt;The following objects contain reference(s) to your search: &#8220;&#8216; | vToLookFor | &#8216;&#8221; &lt;\/center&gt;&lt;\/b&gt;&lt;\/font&gt;&#8217;);<\/p>\n<p>&nbsp;<\/p>\n<p>&#8216; &#8212; read the helper dimension and write the elements found to the HTML output<\/p>\n<p>&nbsp;<\/p>\n<p>i = DIMSIZ(cResultsDim);<\/p>\n<p>vCounter = 1;<\/p>\n<p>WHILE (vCounter&lt;=i);<\/p>\n<p>sE = DIMNM(cResultsDim, vCounter);<\/p>\n<p>IF (sE@&lt;&gt;vProcess);<\/p>\n<p>ASCIIOUTPUT(pDocumentName, &#8216;&lt;BR&gt;&lt;center&gt;&#8217; | sE | &#8216;.&#8217; | pObjectType | &#8216;&lt;\/center&gt;&#8217;);<\/p>\n<p>ENDIF;<\/p>\n<p>vCounter = vCounter + 1;<\/p>\n<p>end;<\/p>\n<p>&nbsp;<\/p>\n<p>&#8216; &#8212; clear the helper dimension<\/p>\n<p>IF (TRIM(pClearResults@=\u2019YES\u2019);<\/p>\n<p>DimensionDeleteAllElements(cResultsDim);<\/p>\n<p>ENDIF;<\/p>\n<p>&nbsp;<\/p>\n<ol start=\"3\">\n<li>For the sub-process, you can create another new, TurboIntegrator process which will use a <a href=\"https:\/\/en.wikipedia.org\/wiki\/Comma-separated_values#:~:text=A%20comma%2Dseparated%20values%20(CSV,name%20for%20this%20file%20format.\">comma delimited text file<\/a> as it\u2019s <a href=\"https:\/\/www.ibm.com\/docs\/en\/planning-analytics\/2.0.0?topic=file-defining-data-source\">Datasource<\/a>. We want this process to have 7 Variables, so you can use Notepad to mockup a file as a starting point for the process &#8211; something like the following:<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4028\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture4-300x78.png\" alt=\"\" width=\"735\" height=\"191\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture4-300x78.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture4-768x199.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture4.png 809w\" sizes=\"auto, (max-width: 735px) 100vw, 735px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>and then \u201cconnect\u201d the sub process (to the mocked-up file) selecting <strong>Delimited<\/strong> and <strong>Comma<\/strong>, so that the process will \u201cgenerate\u201d 7 variables (V1 though V7):<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4029\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture5-300x160.png\" alt=\"\" width=\"733\" height=\"391\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture5-300x160.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture5-768x409.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture5.png 900w\" sizes=\"auto, (max-width: 733px) 100vw, 733px\" \/><\/p>\n<p>Next, (on the variables tab) , make sure that you set each variable\u2019s \u201c<strong>Variable Type<\/strong>\u201d to <em>String<\/em> and its \u201c<strong>Contents<\/strong>\u201d to <em>Other<\/em>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4030\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture6-300x77.png\" alt=\"\" width=\"729\" height=\"187\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture6-300x77.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture6-768x198.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture6.png 900w\" sizes=\"auto, (max-width: 729px) 100vw, 729px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Add the previously mentioned 3 parameters (P0, P1 and P2) on the <strong>Parameters<\/strong> tab:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4031\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture7-300x74.png\" alt=\"\" width=\"726\" height=\"179\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture7-300x74.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture7-768x190.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture7.png 900w\" sizes=\"auto, (max-width: 726px) 100vw, 726px\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"4\">\n<li>Finally, to finish the sub process, you need to add some script to the <strong>Prolog<\/strong> and <strong>Metadata<\/strong> In the Prolog add the following 5 lines:<\/li>\n<\/ol>\n<p>grabfile = TRIM(p0) | &#8216;.&#8217; | TRIM(P2);<\/p>\n<p>&#8216; &#8212; grabfile becomes the object name (TurboIntegrator process or cube name)<\/p>\n<p>&#8216; &#8212; and extension (pro or rux)<\/p>\n<p>&nbsp;<\/p>\n<p>Datasourcenameforclient=TRIM(grabfile);<\/p>\n<p>Datasourcenameforserver=TRIM(grabfile);<\/p>\n<p>&#8216; &#8212; tell the sub process what file to open as the Datasource<\/p>\n<p>&nbsp;<\/p>\n<p>cResultsDim = &#8216;3&#8217;;<\/p>\n<p>&#8216; &#8212; call the helper dimension \u201c3\u201d<\/p>\n<p>&nbsp;<\/p>\n<p>sE = TRIM(P1);<\/p>\n<p>&#8216; &#8212; P1 is the text string to search for<\/p>\n<p>&nbsp;<\/p>\n<p>and in the <strong>Metadata<\/strong> tab, add these lines:<\/p>\n<p>&nbsp;<\/p>\n<p>vConcatenation = TRIM(V1) | TRIM(V2) |TRIM(V3) |TRIM(V4) |TRIM(V5) |TRIM(V6) |TRIM(V7);<\/p>\n<p>vScanResults = SCAN(sE, vConcatenation);<\/p>\n<p>&#8216; &#8212; paste all the 7 variables into a single string variable and then use th SCAN function<\/p>\n<p>&#8216; &#8212; to search it for any occurrence(s) of the text string we are looking for<\/p>\n<p>&nbsp;<\/p>\n<p>IF (vScanResults&gt;0);<\/p>\n<p>DimensionElementInsertDirect(cResultsDim, &#8221;, Trim(p0),\u00a0 &#8216;C&#8217;);<\/p>\n<p>&#8216; &#8212; if there is any occurrence(s) of the text string we are looking for<\/p>\n<p>&#8216; &#8212; then insert the name of the object into the helper dimension<\/p>\n<p>ENDIF;<\/p>\n<p>&nbsp;<\/p>\n<ol start=\"5\">\n<li>When you run the master process, the search results are written to an HTML page for easy review:<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4032\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture8-300x75.png\" alt=\"\" width=\"660\" height=\"165\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture8-300x75.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture8-768x193.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture8.png 900w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>One example of what can be done with these \u201corganic\u201d DIY approach is to quickly create a formatted document that shows the cubes, dimensions, attributes, files, and other processes that are referenced in each of the models\u2019 processes:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4033\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture9-300x166.png\" alt=\"\" width=\"681\" height=\"377\" srcset=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture9-300x166.png 300w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture9-768x425.png 768w, https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2023\/07\/Picture9.png 880w\" sizes=\"auto, (max-width: 681px) 100vw, 681px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Conclusion<\/strong><\/p>\n<p>If you are a Planning Analytics Workspace user, the PAW Modeling workbench search will be a \u201cgo to\u201d tool, if you are not, or want your search to cross all processes and\/or rule files (including control objects) or want to save your search results (for inclusion in other documents), you may want to experiment with my \u201cDIY\u201d approach which:<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Is noninvasive \u2013 no special installs or setups, no additional executable<\/li>\n<li>Does not require any changes to the model<\/li>\n<li>Requires zero down time, can be used immediately<\/li>\n<li>Can be secured using standard TM1\/PA security<\/li>\n<li>Provides simple, useable output in a common format (HTML)<\/li>\n<li>Can be self-updating \u2013 always up to date; run as part of a chore<\/li>\n<li>Allows for augmenting documentation with custom notations<\/li>\n<li>Documents both public and private objects and flows<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Geocaching with Planning Analytics Geocaching is an activity in which you use a global positioning system (GPS) as a tool to seek &#8220;geocaches&#8221; (something(s) desirable or important to the \u201cgeocacher\u201d) at specific locations all over the world. This process promotes learning about a specific environment (which you are most likely not familiar with) and sometimes&hellip;<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24],"tags":[89,76,70,36,51,83],"class_list":["post-4024","post","type-post","status-publish","format-standard","hentry","category-ibm","tag-geocaching","tag-pa","tag-paw","tag-planning-analytics","tag-planning-analytics-how-tos","tag-tm1"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Can the Concept of \u201cGeocaching\u201d Help Me Explore and Search a Planning Analytics Model? - 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\/geocaching-with-planning-analytics\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Can the Concept of \u201cGeocaching\u201d Help Me Explore and Search a Planning Analytics Model? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"Geocaching with Planning Analytics Geocaching is an activity in which you use a global positioning system (GPS) as a tool to seek &#8220;geocaches&#8221; (something(s) desirable or important to the \u201cgeocacher\u201d) at specific locations all over the world. 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