Excel

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

Updated for PAX 2.0.63. How to install or upgrade IBM Planning Analytics for Excel (PAX) onto a users PC. Detailed instructions with screenshots and warnings about keeping PAX, PAW and PA versions up to date.

Excel Functions, Reporting Case Studies

How to Display Traffic Lights using TM1

Traffic Lights in an Excel based TM1 report are dead simple. Here is a fully worked exercise to follow to create them and a series of ideas for their use.

Excel Functions

SUBNM Excel TM1 Function: Syntax, Use and Example

SUBNM allows you to use a subset from a TM1 dimension for drop-down selection in an Excel, PAX, TM1Web or PAW report or form and open the subset editor to select elements.

Dynamic Reports, Excel Functions, Excel Reports

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.

Dynamic Reports, Excel 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!

Reporting Case Studies, TM1 Case Studies

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.

Excel Functions, Reporting Case Studies

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.

Installation/Configuration

Planning Analytics for Excel Connection 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.

Excel Reports, TM1 Management, tm1s.cfg

How to Use Excel Dates as Serial Dates in TM1

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.

Dynamic Reports, Excel Functions, Excel Reports

How to Create a List Report using a TM1 Dynamic Report

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.

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