IBM Planning Analytics Tips & Tricks: The Replace and Close Feature in PAx
IBM Planning Analytics Tips & Tricks: The Replace and Close Feature in PAx

This is a guest blog post from Revelwood’s Shane Bethea.

Did you know that the IBM Planning Analytics for Excel (PAx) Set Editor has a new, simplified way of selecting dimension elements for a view? As of PAx version 2.0.34, this can be done with a new feature called ‘Replace and Close’.

This new feature is available in the newer report types in PAx (Explorations and Quick Reports), as well as in the PAx cube viewer.

The following Exploration view originally showed the year 2017 and quarterly detail:

IBM Planning Analytics Tips & Tricks: The Replace and Close Feature in PAx

 

To quickly and easily change the month, right click the bpmPeriod dimension (or click the drop down arrow by the dimension name) and choose Edit Set.

Learn how to use the replace and close feature in IBM Planning Analytics for Excel (PAx)

 

In the PAx Set Editor, select the elements you would like to use in the view and then click the ‘Replace and Close’ button at the bottom.

Understanding the replace and close feature in IBM Planning Analytics for Excel (PAx)

 

The view will automatically be updated with the elements selected.

How to use the replace and close feature in PAx

 

This simplified approach can be used to minimize the number of steps to change a PAx view, creating a more streamlined user experience.

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!


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