IBM Planning Analytics Tips & Tricks: Setting Default Members
IBM Planning Analytics Tips & Tricks: Setting Default Members

Did you know IBM Planning Analytics has a new function called “Default Members?” This is different from default subsets. Default members are what is used if you were to simply drag a dimension into a Planning Analytics for Excel (PAx) sheet or a Planning Analytics Workspace (PAW) book. Below is what it looks like when dragged into PAx:

Setting default members in Planning Analytics

The default members isn’t as simple as saving a subset, however. It is maintained in a Planning Analytics control cube called “}HierarchyProperties.” You simply pick the dimension that you wish to update, and update the “DefaultMember” for it.

Learn how to set default members in Planning Analytics

 

IBM Planning Analytics Tips & Tricks: Setting default members

However, if you immediately try to go back and refresh your PAx sheet, what you’ll see is the following:

Understanding default members in Planning Analytics

Nothing changed! There’s an additional step that is required to update the default member of a dimension. You can either:

  1. Restart the server
  2. Run a TI process with the new function called “REFRESHMDXHIERARCHY”

REFRESHMDXHIERARCHY can either be ran for a single dimension, as shown below, or can be run for all dimensions by simply not specifying a dimension.

IBM Planning Analytics: Setting default members

After running this TI process, you can then go back and update your PAx sheet or PAW book and receive the expected results.

Planning Analytics: Setting default members

 

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

 

Read more blog posts on IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: String Feeders

IBM Planning Analytics Tips & Tricks: Using Attributes

IBM Planning Analytics Tips & Tricks: Conditional Feeders

 


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