How to Install or Upgrade Planning Analytics for Excel (PAX) TM1 Add-in

Updated for PAX v 2.0.48. Here we are going to detail how to upgrade or install the TM1 Planning Analytics for Excel (PAX) add-ins onto a user’s PC. PAX is a set of excel add-ins that need to be installed on a client PC. Together they provide Excel-based reporting and analysis from TM1.

What is Planning Analytics for Excel (PAX)?

PAX is the Excel add-ins that provide access to TM1 cubes. With them, 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) to Excel, please see this post.

What is the PAX Add-in?

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

There is a separate add-in 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 add-in released by IBM every month or so. You should have a recent, say within the last three months, version installed.

Version Sync

Planning Analytics needs to be kept roughly in sync between the core TM1 (Planning Analytics) server, Planning Analytics Workspace (PAW) and Planning Analytics for Excel (PAX). 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!

Instructions to Install Planning Analytics for Excel

First, check that your PC satisfies the supported environment from IBM. This is available here and includes:

  1. At least .Net 4.6.1 (if not present, download it from here).
  2. 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.

Backup the connections inside Planning Analytics for Excel if you are upgrading.
Uninstall any previous version of PAX.
Make sure any Antivirus tools allow or unblock connections for both Excel and .Net Runtime.
Exit from Excel, if it is still open.
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.
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..
Select your language.
Agree to the licence (and make sure you actually have enough licences to install it!)
Set the installation location.
Agree to add the new folder if it does not exist.
Confirm the components to be installed.
Set the shortcut and make it visible to all users.
Check the installation summary.
Watch the green bar…
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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