Category Archives: Excel

TM1 Excel Reporting Best Practices – Control Tab

The Control Tab in Excel is a great way to keep system relevant variables for your TM1 Excel based reports.

Creating a Dynamic Print Area in a Dynamic Report in TM1

Need to create a dynamic print area in a TM1 Dynamic Report or Active Form? Here are detailed instructions of exactly how to do this really easily!

Create a TM1 Send Sheet in Excel

Excel based TM1 Send Sheets are a wonderful way of having data that is calculated in Excel loaded automatically into TM1 on demand. Here we show how to create a send sheet and automate it so that it only runs when required.

How to Create a List Report using a TM1 Active Form

Use Active Forms to create dynamic list reports in Excel using TM1 data, that can be zero suppressed and allow users to expand and contract hierarchies.

How to Install Planning the Analytics for Excel (PAX) Add-in to Excel

How to install IBM Planning Analytics for Excel (PAX) onto a users PC. Detailed instructions with screenshots.

Errors when Connecting to Planning Analytics for Excel/CAFE

Launching CAFE or Planning Analytics for Excel (PAX) can cause errors if the PC is not configured to conform to IBM’s supported environment. Here we go through how to get it all sorted!

DBRW TM1 Excel Syntax and Use

DBRW is an Excel based function for use with TM1 that retrieves a value from a specific intersection of a cube TM1. Example I have a Sales Analysis cube with the following dimensions: Year, Month, Customer, Product, Measures.  I want the intersection of: 2015 (Year), Oct (Month), The Corner Cafe (Customer), Coffee (Product) and Sales $ (Measure). If I open Architect and navigate to this intersection, it says $1,230.00. I now want to … Continue Reading

DBRA TM1 Excel Syntax and Use

Use, Syntax and Example of DBRA with TM1 and Planning Analytics for Excel based reports to display the contents of an Attribute in the Excel sheet.

Display TM1 Attributes in Excel

Question How do I display a TM1 Attribute in an Excel report? Answer The easiest way present a TM1 attribute in an Excel report is to use a DBRW, DBR or DBRA and refer to the control cube for the relevant dimension in the Excel formula. Example I have a dimension called Customer.  In this dimension there is an attribute called Channel. There is an element called “Fred Bloggs” (he’s a customer) and … Continue Reading

How to Enable the TM1 Excel Addin and TM1 Perspectives Ribbon in Excel

I recently started working with a new PC and it did not have the TM1 Excel Perspectives add-in enabled and obviously I therefore did not have the TM1 Perspectives Ribbon included in Excel. So I thought I would do a quick blog about how to enable it. What this does is then automatically add the Perspectives add-in to Excel on your PC so that TM1 automatically opens each time you … Continue Reading