Budgeting Archives – Page 2 of 14 – Revelwood Knowledge Center
Budgeting Archives – Page 2 of 14 – Revelwood Knowledge Center

Did you know that there are different ways to create selectors in IBM Planning Analytics Workspace (PAW)? TM1 Perspectives allows you to create selectors via the SUBNM formula. This approach offers an easy way to create a selectable list on a report or input template, but it requires some training to learn how to create and manipulate the formula. PAW allows users to more easily create selectors by simply dragging items onto the screen via a “selector widget.” This is … Read More


This is a guest blog post from Revelwood’s Shane Bethea. Did you know that you can use the IBM Planning Analytics for Excel (PAx) Set Editor to create dynamic sets to be used in a view? This can be accomplished by using the ‘Search available members’ bar in the set editor. I will use the bpmAccount dimension in this example. Start by opening the set editor in PAx. Right click the bpmAccount dimension (or click the drop down arrow by … Read More


Did you know that that way you write your rule could impact the performance of the model in IBM Planning Analytics? There are three parts to a rule. The area definition describes the section of the cube to which the rule will apply. The qualifier allows formulas to be restricted to base level numbers, consolidated, numbers or string values. And the formula defines how the components will be calculated. Sometimes I am asked about the best approach to use when … Read More


This is a guest blog post from Revelwood’s Nina Gordy. Did you know there are various shortcuts to force calculations in Excel, and that there is a shortcut that does this for TM1 Perspectives and Planning Analytics for Excel (PAx) as well? Rather than searching for a button in the Excel ribbon, it’s often easier and more efficient to use keyboard shortcuts to refresh calculations. This post describes the various shortcuts available to force calculations in Excel for Windows, including … Read More


Did you know that you don’t have to show all of your dimensions during an ad-hoc query in IBM Planning Analytics Workspace (PAW)? TM1 cube views and formulas require a reference to every dimension within the cube. While all of these dimensions have a use within your cube, they are not always needed for your reports, templates and ad-hoc querying. PAW books allow you to hide dimensions during ad-hoc browses. This is done by simply dragging the dimension off the … Read More


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 … Read More


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