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.
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.
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.
The Control Tab in Excel is a great way to keep system relevant variables for your TM1 Excel based reports.
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!
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 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.
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 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.
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.
Updated for PAX 2.0.90 – single file installation. 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.
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 run through how to get it all sorted!
Here is a fully worked example of using MDX in a TM1 Dynamic Report to create a Top 10 style report. It includes the dynamic subset, view, dynamic report and MDX.
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 […]