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How to Install or Upgrade Planning Analytics for Excel Add-in up until 2.0.64

Updated for PAX v 2.0.63. Here we are going to detail how to upgrade or install the TM1 Planning Analytics for Excel (PAX – also sometimes known as PAfE) add-ins onto a user’s PC. The PAfE add-in provides reporting and analysis of TM1 cubes via Excel.

As of version 2.0.65, the installation fo PAfE has changed so that it is now a single file installation, rather than the installation of a set of Excel add-ins. To install version 2.0.65 or later, please see this post.

What is Planning Analytics for Excel (PAX/PAfE)?

PAX is the Excel add-in that provides access to TM1 cubes. With it, you can do ad-hoc exploration, create quick reports, create unlimited length reports and highly customised reports. It replaces the old TM1 Perspectives add-in.

Planning Analytics for Excel is NOT TM1 Perspectives!

Please note that if you are looking for instructions to install the old Perspectives add-in (rather than PAX/PAfE) to Excel, please see this post.

What is the PAX/PAfE Add-in?

PAX/PAfE connects to the Planning Analytics Workspace (PAW) server (not the TM1 server). To do this it uses an Excel Add-in.

There are a separate add-ins for both 32- and 64-bit versions of Excel. Don’t worry if you choose the wrong version, it will not let you install the wrong version.

There are new versions of the PAX/PAfE add-in released by IBM every month or so. You should have a recent, say within the last three months, version installed.

PAX/PAW/PASS/PA Server Version Sync

Planning Analytics needs to be kept roughly in sync between the core Planning Analytics (TM1) server, Planning Analytics Workspace (PAW), Planning Analytics for Excel (PAX/PAfE) and Planning Analytics Spreadsheet Services (PASS/TM1Web). IBM releases new version of PAX and PAW about every month and a new version of PA server about every quarter. Just make sure you upgrade all three, not just PAX and leave PA server or PAW, or it will clunk eventually!

If you need more information on PA version management, please see this post.

Instructions to Install Planning Analytics for Excel

Time needed: 10 minutes

Here are the detailed, step by step instructions for installation of the Planning Analytics for Excel (PAfE) with screenshots.

  1. Check Supported Environment

    First, check that your PC satisfies the supported environment from IBM. This is available here and includes: At least .Net 4.6.1 (if not present, download it from here).
    If installing PAX onto an old version of Excel (2007, 2010), then install the Primary Interop Assemblies (PIA) for your version of MS Office Office 2007 here, Office 2010 here. For Office 2013, 2016 or 2019, Microsoft doesn’t publish a PIA as apparently they are not needed).
    If you get errors installing please see this post.

  2. Backup PAX Connections

    Backup the connections inside Planning Analytics for Excel if you are upgrading. Just copy and paste ht connection string out to Notepad.

  3. Quit from Excel

    Exit from Excel, if it is still open.

  4. Uninstall Previous PAX

    Uninstall any previous version of PAX.
    Click Start menu, Programs, IBM Planning Analytics for Microsoft Office, Uninstall IBM Office Addins, Uninstall IBM Office Addins.
    This will bring up the Uninstall Wizard and you should follow the steps in it to remove your current version of PAX.
    Ensure you select the option to leave your configuration settings in place as you don’t want to lose them!

  5. Modify Antivirus

    Make sure any Antivirus tools allow or unblock connections for both Excel and .Net Runtime.

  6. Run the Installer as Admin

    Then find the correct client tool installation file for either 32 or 64 bit Excel. It will be called “issetup.exe” and then Run as Administrator.

  7. .Net Warning

    If .NET 4.6.1 is not installed, you will get this message. Go get it, install .Net and restart the computer and then start installing Planning Analytics for Excel again.

  8. Set Your Language

    Choose the language you want to install.

  9. License

    Agree to the license (and make sure you actually have enough licenses to install it!).

  10. Installation Location

    Set the installation location.

  11. Confirm the Folder

    Agree to add the new folder if it does not exist.

  12. Components

    Confirm the components to be installed.

  13. Shortcuts for All Users

    Set the shortcut and make it visible to all users.

  14. Installation Summary

    Check the installation summary.

  15. Finit!

    Click Finish.

Create Connection to TM1 Model

Now that you have installed the Planning Analytics for Excel add-in, you need to create a connection to a TM1 model. Please see this post for detailed instructions on how to do this.

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John Vaughan

John Vaughan

John is a CPA, MBA and has been a Performance Management consultant for over 25 years. He is the founder of ExploringTM1 and highly regarded for his experience combining financial management with corporate planning, reporting and analysis. He lives in Sydney with his wife, two of his three children, their cat, Freckles, a bunch of chooks and some fish. John is a sports nut, who played rugby until he was 40, started playing football at 54 and loves being outdoors.

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