PAX

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.

Installation/Configuration, TM1 Management

Planning Analytics Version Management

Here we explain what versions of Planning Analytics (TM1) server, Planning Analytics for Excel (PAX) and Planning Analytics Workspace (PAW) work together to ensure your TM1 environment keeps on working nicely.

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.

Administration

PAX Connection Greyed Out – Troubleshooting

Troubleshooting and correcting a greyed out connection to a TM1 server from within Planning Analytics for Excel.

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

How to Take a Snapshot in Planning Analytics for Excel

Here is how to create a snapshot of a TM1 report in Planning Analytics for Excel – PAX. This essentially does a copy, paste special, values on the TM1 formulae only, leaving all your Excel formulae untouched. It is very useful for creating a version of a TM1 report that is disconnected from the underlying TM1 data.

Installation/Configuration

How to Install or Upgrade Planning Analytics for Excel (PAX/PAfE) Add-in v2.0.65+

Updated for PAX 2.0.65 – 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.

Excel Functions, Rule Errors

Errors 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 run through how to get it all sorted!

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