What’s New in Planning Analytics Workspace 75 and 76

What's New in IBM Planning Analytics Workspace 75 and 76
What's New in IBM Planning Analytics Workspace 75 and 76
Written by Mike Bernaiche, May 19th 2022

Typically, once a month, IBM updates Planning Analytics Workspace.  In April version 75 was released and the most recent version is Planning Analytics Workspace 76, released in May 2022.  Both of these updates bring some new features, enhancements and depreciation of certain items.  Please read below for the full details of both recent releases.  Please note that each update is cumulative.  Upgrading to Planning Analytics Workspace version 76 will add all features in previous versions.

Planning Analytics Workspace 75

  • Display parents, children or leaves for selected members – the new experience set editor now allows you to show parents, children or leaves for selected members.
planning analytics workspace 75 set editor
  • Update to predictive forecasting service – additional capabilities added for outlier and detection and correction, meaning more accurate predictive forecasting.
  • Adjust for outliers in your forecast – click adjust outliers button to adjust.
adjust outliers in your forecast
forecast preview
  • Cube creation – cubes can now only be created in the modeling workbench.
  • Add variable in TI process editor – up until now PA automatically created variables based on the number of columns in the data source.  You can now add more variables to the process.
  • Search and filter on hierarchies – now have an option to search and filter hierarchies.
  • Depreciation notice on editing processes – Starting with version 78 all processes must be created and edited in the modeling workbench.

Planning Analytics Workspace 76

  • Custom theme for Planning Analytics Workspace - You can now create and upload a custom theme to reflect your corporate branding in Planning Analytics Workspace. You can use a theme to modify the colors of the application bar and the navigation bar, set the corporate name shown on the home page, and specify an image to display on the home page.
  • Send email notification when step in a plan is opened – send an email notification to user when you open a step in your plan created in Planning Analytics Workspace 76.
Email notification in planning analytics workspace 76
  • Create control objects in Modeling Workbench – you can now create control objects for cubes, dimensions and processes in the modeling workbench.
Create control objects in Modeling Workbench
  • Preview additional rows in the TI process editor – a button has been added to preview more rows of data when creating a TI process.
  • Sort members in new experience set editor – option to now sort available members in set editor ascending or descending.
  • Delete sets from new experience set editor – previously you could only delete sets from the data tree.  You can now delete sets from the new experience set editor.
Experience Set Editor in Planning Analytics Workspace 76
  • Cell comments updated with new look – cell comments have been updated to review comments in an easier way.
  • Enhanced search features – you can now search by using “match all of the following” or “match any of the following”.
  • Customize the color or background of data and header cells – you can now use the extensive color pallet to customize the color of data rows or headers to provide a better look and feel for your data.  This can be found in the visualization properties under custom.
  • Updated design for data spread options – IBM is working hard to standardize the look and feel in the entire Planning Analytics Workspace experience.  In Planning Analytics Workspace 76, they have updated the spread options look and feel.
Spread Data Options in Planning Analytics Workspace 76

Summary

As you can read Planning Analytics version 75 and Planning Analytics version 76 added a number of new features.  To see all of the details please check out 2.0.76 - What's new, May 5, 2022 - IBM Documentation and 2.0.75 - What's new, April 7, 2022 - IBM Documentation.

Did you know that some versions of Planning Analytics are reaching end of life?  Read more here - IBM Planning Analytics Versions Are End of Life - Lodestar Solutions.

To read all Lodestar blogs related to PA - Cognos TM1 Blogs by IBM Cognos Expert Consultants & Coaches (lodestarsolutions.com)

If you have any questions or need some help upgrading, please reach out to me at services@lodestarsolutions.com.

What’s New in Planning Analytics Workspace 73 and 74

What's New In Planning Analyitcs Workspace 73 and 74 copy
What's New In Planning Analyitcs Workspace 73 and 74 copy
Written by Mike Bernaiche, April 7th 2022

Typically, once a month, IBM updates Planning Analytics Workspace.  In February version 73 was released and the most recent version is Planning Analytics Workspace 74, released in March 2022.  Both of these updates bring some new features, enhancements and depreciation of certain items.  Please read below for the full details of both recent releases.

Planning Analytics Workspace 73

  •  Depreciation notice for IBM Planning Analytics Workspace classic experience.  What does this mean?  This refers to the look and feel of Planning Analytics workspace prior to the 56 release from October 2020.  If you are on version 56 or higher you are using the “new experience,” and this will not affect you.  If you are on version 55 or before you will see a new look and feel when you upgrade and will not be able to revert back to the classic experience.  The “new experience will be standard starting in July 2022.
  • Creation of Modeling Books – Starting in version 73 you create models in the workbench area and will no longer be able to create modeling books.
  • Copy assets or folders to shared or personal folder – Now you can copy all assets to a different location.
  • Copy and paste images, links, pictures, webpages, and text directly into a workspace book.
  • View all and view less replaced by new menu.
  • Sort members, attributes, and properties in the new set editor.  To enable the new set editor in version 73 you will need to ask your administrator to turn on that feature in the admin area.  You can see the new set editor below.
New Set Editor
  •  New Process Editor – IBM is working to standardize all areas of Workspace and as you can see below they have updated the process editor to be more in line with other areas.  You can read more about all the changes to the process editor here -  New process editor - IBM Documentation.
New Process Editor

Planning Analytics Workspace 74

In the most recent update, Planning Analytics Workspace 74, IBM has added a number of great items.  You can see the list below.

  •  Windows 2019 Support (Local only) – For more information - Install Planning Analytics Workspace Local on Windows Server 2019 - IBM Documentation.
  • Add a view by dragging it from the data tree.  In the data tree, expand the cube that contains the data you want to use.  Select the view that you want to add and drag it on to a cube viewer (new or classic).  If you drag a view on a cube viewer that is not empty, you can either replace the existing view with the new one, or add the view as a new widget.
  • Apply text styles to axis labels in visualizations.
text styles to axis labels in visualizations
  •  Color pallets for conditional formatting now available.
  • Border lines and zebra stripes now available for explorations.  Find in properties.

Border Lines -

Border Lines In Planning Analytics Workspace 74

Zebra Stripes -

Zebra Stripes in Planning Analytics Workspace 74
  •  Updated Rules editor.  Like the process editor update in version 73, Planning Analytics Version 74 updates the rules editor to be more in line with the look and feel of other areas of Planning Analytics.

Summary

As you can read Planning Analytics version 73 and Planning Analytics version 74 added a number of new features and even Windows Server 2019 support.  To see a list of all new versions of Planning Analytics check this out. 

What's new in Planning Analytics Workspace - IBM Documentation

Did you know that some versions of Planning Analytics are reaching end of life?  Read more here - IBM Planning Analytics Versions Are End of Life - Lodestar Solutions.

To read all Lodestar blogs related to PA - Cognos TM1 Blogs by IBM Cognos Expert Consultants & Coaches (lodestarsolutions.com)

If you have any questions or need some help upgrading, please reach out to me at services@lodestarsolutions.com.

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