Planning & Reporting Archives – Revelwood Knowledge Center
Planning & Reporting Archives – Revelwood Knowledge Center

This is a guest post by Revelwood’s Nina Gordy. Did you know it’s easy to create a simple dashboard in IBM Planning Analytics Workspace? IBM Planning Analytics Workspace dashboards allow you to provide quick and effective information to the end user. The following steps demonstrate how to create a simple dashboard. Navigate to your instance of Planning Analytics Workspace (PAW). Select New > Book from template. Note: By selecting New > Book, PAW will automatically open a new tabbed workbook. … Read More


This is a guest blog post from Revelwood’s Nina Gordy. Did you know there are a number of workarounds for unsupported Excel functions in TM1 Web? Have you ever published a TM1 Web report, only to see repeating #NAME errors when you access the report online? These are typically caused by unsupported Excel functions. While TM1 Web does support most Excel functions, there are some that it does not. Here, I’ll demonstrate ways to work within these limitations by providing … Read More


When working with clients to design a TM1 system, I sometimes have clients ask about an approach of building one cube for a model vs. building multiple cubes for a model. What do I mean by that? A cube consists of a single table/database of data whereas a model consists of a series of cubes that are linked together. TM1 is designed to quickly and efficiently link a series of small cubes together, but this style of thinking contradicts the … Read More


Microsoft Excel is the tool CFOs and finance professionals love to hate. The problem is often a result of trying to use Excel  for complex financial planning and analysis. Excel is simply the wrong tool for that job. In fact, a BARC survey found that specialized planning solutions offer users the following over Excel: 57% improved integration of planning with reporting and analysis 57% increased transparency of planning 53% better quality of planning results 51% more precise/detailed planning 43% increased … Read More


This is a guest post from Revelwood’s Shane Bethea. Did you know that you can prevent data entry to TM1 in TM1 Web websheets? Here are a couple of different ways to do this. The first approach can be used for input templates. Use this approach when you want your users to be able to enter data for certain cells/columns, but not others. By default, every cell in an Excel worksheet has the ‘Locked’ property set. This property has no … Read More


This is a guest post from Revelwood’s Shane Bethea. Did you know IBM Planning Analytics lets you make API calls through VBA in Planning Analytics for Microsoft Excel (PAx)? You probably know that action buttons can be used to refresh or rebuild reports in PAx. But what if you want to refresh the data in your report as part of a VBA routine? Maybe there are more tasks you want to perform through VBA and then you want to refresh … Read More


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