Tag Archives: Excel

General Ledger Analysis with TM1

Do you have Excel based TM1 reports with hard coded Excel SUM formulae? Or manually entered line descriptions on your P&L or Balance Sheet, or a General Ledger cube with negatives for credits and positives for debits, when your users want to see all positive values? Here’s a quick case study for what we achieved for a new client last week that delivers all this and enables the GL cube to be easily used in Planning Analytics Workspace.

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.

Connecting Planning Analytics for Excel (PAX) to TM1

Here we detail how to create a new connection in Planning Analytics for Excel (PAX) to a TM1 model or server with screenshots to guide you along the way.

TM1 and Excel Dates No Longer in Conflict!

TM1 and Excel can now share the same serial date system by the use of UseExcelSerialDate=T in your tm1s.cfg file. Here is the details on this development in Planning Analytics. This means that day number 1 is 1-Jan-1900 in both systems.

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!

Creating basic Top 10 reports using MDX expression

One of the most common requests for reports is to generate a list of top 10 for a dimension based on TM1 data. This makes sense considering level of data TM1 works best with; this could cover top 10 consumers, customers or top 30 SKUs at one particular outlet or within a brand. There are several ways to achieve that within TM1, the simplest way to do this within a … Continue Reading

TM1’izing Excel Planning Workbooks

Project Methodology Primarily Applies to: Small to Mid Sized implementations of TM1 (3-8 weeks). It’s a widely established practice when scoping a TM1 project to take the legacy Planning Workbooks (where possible) for prior budgets and planning rounds to use as a starting point for company specific business logic and corporate structures. The advantages of this methodology are obvious: Unless there is a corporate initiative to change the methodology for … Continue Reading