The Future of IBM Planning Analytics

Future of IBM Planning Analytics
Future of IBM Planning Analytics
Written by Mike Bernaiche, May 17th, 2024

Before we discuss the amazing future of IBM Planning Analytics we should start with some background. IBM Planning Analytics is a powerful solution for enterprise performance management, business intelligence, and analytics. It enables users to create, analyze, and share insights from data across different domains and scenarios, such as finance, sales, operations, and HR. IBM Planning Analytics leverages the power of IBM Cognos TM1, a proven and scalable in-memory engine that can handle large and complex data sets with ease. With IBM Planning Analytics, users can access and explore data from various sources, create and modify models and plans, design and generate reports and dashboards, and collaborate and communicate with stakeholders.

One of the key components of IBM Planning Analytics is Workspace, a web-based interface that provides a unified and intuitive user experience. Workspace allows users to interact with data and models using various tools and features, such as Books, Reporting, Applications, Plans, Models, and Actions. Workspace also supports natural language processing and generation, which enables users to ask questions and get answers in plain language. Workspace is constantly evolving and improving, with new features and enhancements being released regularly. In this article, we will share links to blogs on the latest updates and improvements in Workspace 93, 94, and 95.

New Features and Improvements in Workspace 93, 94, and 95

IBM Planning Analytics Workspace has introduced several new features and improvements in its latest versions - Workspace 93, 94, and 95. These updates aim to enhance the user experience and provide more advanced capabilities in Books and Reporting, Applications and Plans, and Models.  Please see the below links to Lodestar blogs on each release.

On the Roadmap

Now let’s get to the good stuff. What is on the road map for the future of IBM Planning Analytics?  Let me start by saying… incredible stuff is coming soon!

Quick Start Applications

Recently, IBM made prebuilt applications generally available.  These applications are a quick start guide to your budget and planning model building.  There are currently four available and they include:

  •  Financial Planning and Reporting
  • Advanced Workforce Planning
  • Project Planning
  • Demand Planning

Included in the prebuilt application:

  •  Data Models and Cubes
  • Turbo Integrator processes, rules and feeders
  • Planning Analytics Workspace books
  • Websheets

Once installed, you tweak to meet your requirements, load your data and you are off and running.  If you would like to see a demo of these new pre-built applications, please reach out to me at services@lodestarsolutions.com.

Financial Planning and Reporting in Planning Analytics

Workspace AI Assistant

Coming soon a new AI assistant is included with workspace.  Imagine asking a question about your data or how to create a rule and letting the system guide you through the process or return a chart you are trying to create.  Welcome to the new AI assistant with the future of Planning Analytics Workspace.

I do have a screen shot of the assistant in action and would love to chat with you about the assistant.  Please reach out to me to discuss in more detail.

Bursting Planning Analytics Workbooks

I’m super excited about bursting in Planning Analytics.  You will soon be able to slice a workbook in Workspace and get the information to individuals how they need and when they need it. You will have the ability to burst in PDF or to PowerPoint.  Just think about the time saved by setting up bursting. 

This should be available in 2-3 months, and I can’t wait to put this into practice with my Planning Analytics clients.

Other New Features Coming Soon

Other items coming soon:

  •  New Static Universal Report
  • Personal preference for each Workspace user.
  • Simplified Localization on Modeling Workbench
  • Autocomplete rules

All of the above should be out over the next couple of months.  Please reach out to me to discuss this in more detail.  I love having calls to talk about the future of IBM Planning Analytics.

End of Support

The end of support for IBM Planning Analytics 2.0.9 is slated for April 30, 2025.  What does this mean? You will need to upgrade to Planning Analytics 2.1 to continue to receive support with IBM.  There is also some very important information to understand about moving to Planning Analytics 2.1.

Architect, Perspectives, TM1 Applications and Performance Modeler are no longer in the product with 2.1. The main components are Workspace, Planning Analytics for Excel, PA Spreadsheet Services (TM1Web) and the PA Engine.  Also, Microsoft Server 2016 is no longer supported with Planning Analytics 2.1

Now is the perfect time to reach out to me about your unique needs and let’s talk and plan your upgrade. Please reach out to me at services@lodestarsolutions.com and we can set up a call to discuss. 

Wow, a lot is going on with the future of IBM Planning Analytics and I look forward to connecting with you soon!!

What’s New in Planning Analytics Workspace 95

What’s New in Planning Analytics Workspace 95
What’s New in Planning Analytics Workspace 95
Written by Mike Bernaiche, May 13th, 2024

Welcome to the cutting edge of business analytics! IBM’s Planning Analytics Workspace (PAW) version 95 has just rolled out and has several new features that improve the overall experience of the product. In this blog, we’ll dive into the latest enhancements that make Planning Analytics Workspace even better.

Also, Before we get started Planning Analytics 2.1 is out and there is a lot to unpack.  Please check back next week for a new blog covering everything that has changed with Planning Analytics 2.1.  With the update to Planning Analytics 2.1 Planning Analytics Workspace is also known as Planning Analytics Workspace 2.1.2 Now let’s get to it!

Books and Reporting

New synchronization settings allow customized display of hierarchies.

You can now adjust how each hierarchy in the cube viewer or visualization reacts to a synchronization event that is sent to that widget, using the new synchronization settings under Advanced synchronization. 

When the widget that gets the synchronization has synchronization enabled, you can access Advanced synchronization in the Properties > Synchronize > Hierarchies section.

New synchronization settings allow customized display of hierarchies in PAW 95

Applications and Plans

Color Coded Tags in Plan Tasks

By using custom tags with different colors in plan tasks, you can easily see what tasks are on the plan Overview page.  Any tags that you create are saved to the plan. This means that all tasks in a plan can share the available tags in that same plan. Tasks can't access tags from other plans.

Color Coded Tags in Plan Tasks in PAW 95

Modeling

Enhancements to File Manager

In Planning Analytics Workspace 95, 2.1.2, the File Manager tool on the modeling workbench has several new features that make it easier to move files around. The File manager displays all the files and folders that you have uploaded to the Planning Analytics database and lets you manage those items. 

The File manager features that are described here are only available in Planning Analytics Workspace on Cloud and Planning Analytics Workspace Local. They are not available in Planning Analytics Workspace on Planning Analytics as a Service or when connected to Planning Analytics Engine.

Important Note - If you're using IBM Planning Analytics Workspace Local, update the Planning Analytics Administration agent to the version that is included in Planning Analytics Workspace 2.1.2. You won't be able to use the File manager in Planning Analytics Workspace 2.1.2 unless you update the Planning Analytics Administration agent to the version from the same release.  For more information - Enhancements to the File manager - IBM Documentation.

Roll back Transactions in the Transactions Log

You can undo one or more transactions from the database transaction log in Planning Analytics Workspace.  For detailed instructions - Roll back transactions in the transaction log - IBM Documentation.

Manage Database Thread Activity on the Workbench

You have a new feature on the modeling workbench that lets you see and control thread activity for a database. This feature has many of the same options as Planning Analytics Administration for thread monitoring. 

To see thread activity on a Planning Analytics database, select the database on the Databases tree, then choose Threads. 

To see thread activity on Planning Analytics Engine, select the database on the Databases tree, then choose Activity. 

The thread monitor shows all threads on the database in these columns that you can sort. The columns are different for Planning Analytics database and Planning Analytics Engine.

Coming Soon

There are many excellent and exciting enhancements coming in the next few months with Planning Analytics Workspace.  I promise you; it is going to up your Planning Analytics game.  Without giving too much away, think bursting, think AI, think Assistant.  Stay tuned to our blog for all the details coming soon! 

If you want to discuss your environment with Planning Analytics, please reach out to me at services@lodestarsolutions.com.

For everything new in Planning Analytics please click here What's new in Planning Analytics Workspace - IBM Documentation.

What’s New in Planning Analytics Workspace 94

What’s New in Planning Analytics Workspace 94
What’s New in Planning Analytics Workspace 94
Written by Mike Bernaiche, April 4th, 2024

If you are using the AI forecast option in Planning Analytics, then you will love Planning Analytics Workspace 94 update.  Multivariate forecasting is now available plus several other enhancements that you are sure to love. Below I will outline everything new in Planning Analytics Workspace 94.  For a full list of everything new in Planning Analytics Workspace, including all other versions you can check out this link or the prior blogs listed at the bottom. 

Books and Reporting

Create Multivariate Forecast – Before Planning Analytics Workspace 94, the user could only create a forecast based on a single variable (univariate).  With Workspace 94, the user can now create a forecast based on multiple variables.  A multivariate forecast takes into consideration multiple time-dependent variables. The forecast model looks not only at historical data but also at the dependencies between the specified variables to create a forecast. The selected variables play a significant role in driving the forecast results. Therefore, it is important to select variables that have a high correlation with the historical data.

Please note if your data is highly seasonal, then univariate forecasting is recommended.

Univariate and Multivariate in PAW 94

Field Panel in Exploration – Select an exploration and go to Fields to open the fields settings. Dimensions that are in the Context area of the exploration appear under Filters in the Fields panel. You can drag dimensions from Filters to the Row and Column fields.

Click the More icon next to a dimension in the Row or Column field to edit the set, remove the hierarchy, create a subset calculation (set consolidations), and customize sets. You can also add a Selector list, Selector tile, or an Advanced Selector widget to the book from this menu.

Field Panel in Exploration

New Format Manager for Cube Views

The new Format manager is subject to enablement by a Planning Analytics Workspace administrator. If an administrator does not explicitly enable the new Format manager feature, all cube viewer formatting options remain in their existing locations until the enablement release for this feature.  To enable click this link

New Format Manager for Cube Views
New Format Manager for Cube Views 2

Plans and Applications

Open a Specific Tab in Books - To specify a default tab, make a selection under the new Default tab option on the Assets page when you attach a book to a section or a task.  Get your users where they need to be quicker and more accurately by using this great new feature.

Open a Specific Tab in Books in PAW 94

Modeling

Change Multiple Parameter Types in Process Editor -   You can now change multiple parameter types by clicking each of them.  This can help the modeler save time when address parameter changes.

Change Multiple Parameter Types in Process Editor in PAW 94

Administration

Support for Planning Analytics Workspace (local) on Microsoft Server 2016 ends in 2024 –   please see this link for more information. 

Summary

Good stuff arrived in Planning Analytics Workspace 94.  I can’t wait to work with our clients on the addition of multivariate forecasting.  I love the fields panel and the ability to set formats for cube views.  Stay tuned, I know some additional enhancements are coming that you will love! 

Quick question before I sign off.  When was the last time you upgraded Planning Analytics Workspace or Planning Analytics for Excel?  Reach out to me and discuss your environment.  We have some excellent upgrade bundles that can help you save time and money and get you updated quickly!  You can reach me at services@lodestarsolutions.com.

You can check out some of our other blogs below:

What’s New in Planning Analytics Workspace 90

what’s new in planning analytics workspace 90
what’s new in planning analytics workspace 90
Written by Mike Bernaiche, September 22nd, 2023

Planning Analytics Workspace 90 was released on September 19, 2023, and there are several items in this update to talk about.  For those of you who went to IBM Tech Exchange in Las Vegas in early September, you heard that there is some amazing stuff coming to Planning Analytics soon.  Stay tuned to our blogs for some big announcements concerning Planning Analytics.  Now on to what’s new in Planning Analytics Workspace 90.

Learn Pane in Planning Analytics Workspace 90

AI-Generated Recommendations Available in Learn Pane - The Learn Pane now provides dynamic AI-generated recommendations as well as static recommendations.  When you interact with the content inside the Learn Pane, the recommendation engine makes daily updates based on what you and other users are viewing. For example, if you and other users use books and views more often, more content about books and views is generated in the Learn Pane.

Learn Pane in Planning Analytics 90

Books and Reporting in Planning Analytics Workspace 90

Set Synchronization Properties for Multiple Widgets Simultaneously – You can now set synchronization on multiple widgets at the same time.  Previously you could only do this one widget at a time.  Simply “ctrl-click” on the widgets and then under properties go to synchronization and choose the items you want to synchronize on.

Removed Ability to Use Delete Key to Remove Single Cell Widgets – You can no longer remove the delete key to remove single cell widgets.  You must now use the delete icon in the icon bar.  Also, a new property in a single cell widget called “Show as Cell”. This must be enabled to modify a single-cell widget.

Select a Member or Set by Typing its Name in an Exploration View – You can now search for a member by typing that info.  Simply click the 3 dots next to a dimension and select enter member.  Now type in that member name and your exploration will update with selection.

Select a Member or Set by Typing its Name in an Exploration View in PAW 90
Select a Member or Set by Typing its Name in an Exploration View in PAW 90

Insert Spacer Rows or Columns – you can now add spacers to your explorations to make the end-user experience better.

Insert Spacer Rows or Columns in PAW 90
Insert Spacer Rows or Columns in PAW 90

Replace Button Now Works on Current Selections in Set - The Replace button in the set editor now also works on the selections you make in the Current set pane. You can select members on both sides of the set editor, either the Available members or the Current set, and replace members in the view.

Modeling in Planning Analytics Workspace 90

Work with Database Logs in Modeling Workbench - You can now access a database's server log, transaction log, and audit log directly from the modeling workbench in Planning Analytics Workspace.

Work with Database Logs in Modeling Workbench in PAW 90

New Baseline Forecast Option - A baseline forecast is a new Planning Analytics Workspace asset that administrators and modelers can create and share with other users in your organization. Administrators, modelers, and analysts with the appropriate permissions can run the baseline forecast at any time and use the forecast to improve the planning process. Consumers cannot run baseline forecasts.

Baseline forecasts enhance the existing forecasting capabilities in Planning Analytics Workspace. You can still create and run ad-hoc forecasts on explorations in a book.

New Baseline Forecast Option in PAW 90
New Baseline Forecast Option in PAW 90
New Baseline Forecast Option in PAW 90

Administration in Planning Analytics Workspace 90

Simplified process to Rename Databases, Snapshots, and User Groups - A new Edit option on the Databases, Lifecycle Management, and Users and Groups pages simplifies the renaming process.

View Users Last Login - An enhancement in Planning Analytics Workspace 2.0.87 added the ability to view the last login for a user when you downloaded a user report from the Users and Groups page. You can now view the last login for a user directly in Planning Analytics Administration without downloading a report.

View Users Last Login in PAW 90

Summary

Planning Analytics Workspace 90 brings good enhancements to your Planning Analytics deployment.  We recommend staying current on the latest releases as many enhancements and bug fixes are included.  Reminder updates are cumulative so if you update to 90, you will get everything from prior releases.

To find fixes that have been included in updates please see this link.  

IBM put together a great list of everything added since Planning Analytics Workspace 58.  You can find this list here

To schedule an upgrade discussion please contact us at services@lodestarsolutions.com.

What’s New in Planning Analytics Workspace 88 and 89

What’s New in Planning Analytics Workspace 88 and 89
What’s New in Planning Analytics Workspace 88 and 89
Written by Mike Bernaiche, August 3rd, 2023

It has been a minute since I wrote about Planning Analytics Workspace so let’s jump into what is new in Planning Analytics Workspace 88 and 89.  There are some great new features in both versions so let’s get to it!

Books and Reporting

Planning Analytics Workspace 88

Synchronize Widgets at Group Level – you can create groups to synchronize visualizations at a group level.  Previously was only available at the book or sheet level.

Start by creating a synchronization group in sheet properties.  Once created you can click on your visualizations and assign them to groups.  Now you can limit what is synchronized or not with other visualizations.

Synchronize Widgets at Group Level in Planning Analytics Workspace 88

New Experience Dimension Editor in Books – previously only available in the workbench.

Subset Calculations in Context Section of View

Subset Calculations in Context Section of View in Planning Analytics 88

New Expand to and Keep with Options in Set Editor - Expand to adds members to the set, allowing you to display members of one level higher or one level lower, based on the selected hierarchy.  Keep with, previously named Show, replaces members in the set, based on the selected hierarchy.

New Expand to and Keep with Options in Set Editor in Planning Analytics Workspace 88
New Expand to and Keep with Options in Set Editor in Planning Analytics 88

Planning Analytics Workspace 89

New Selector Visualization in Books - The Selector visualization behaves much as selector list and selector tile widgets did, but there are multiple Custom visualization properties that you can apply to tailor the visualization for your purposes.

New Selector Visualization in Books in Planning Analytics Workspace 89
New Selector Visualization in Books in Planning Analytics Workspace 89

Pick Lists Use Font Assigned in Visualization - As of Planning Analytics Workspace 89, pick lists cells and pick list members use the font defined for the exploration by the Data cell font family property.

Resize Books to Fill Tab Space - Previously, the aspect ratio of the book and its contents was maintained. Now, all the contents in a book fit perfectly within the browser window and the aspect ratio setting is ignored. You can apply the Fill Space feature in several places: when creating a new book with tabs, a new book from a Fill Space template, and in Properties.

Applications and Plans

Duplicate Applications and Plans with Attachments – now when you duplicate an application or plan it will duplicate with any attachments in the original.

Complete Button for Tasks that Do not Require a Submission - A Complete button is now available on the contribution page for tasks that do not require submission. Previously, if a task in a plan did not require submission, there was no way to indicate that the task was complete.  This is new in Planning Analytics Workspace 89.

Modeling

Create and Insert Custom Code Snippets for Processes - If you have TurboIntegrator process code that you use frequently, you can now save the code as a custom snippet. You can insert a custom snippet into the Script tab of a process.

Create and Insert Custom Code Snippets for in Planning Analytics Workspace 89

Access Process Error Logs from Database Tree – right-click process and then select error log.

Synchronize User Groups in Planning Analytics Databases with Planning Analytics Workspace - Administrators and modelers can now synchronize user groups that are in a Planning Analytics database with the groups in Planning Analytics Workspace from the modeling workbench.

Duplicate Cubes in Cube Viewer - Clicking on the Duplicate button allows you to create a duplicate of the current cube view.

Duplicate Cubes in Cube Viewer Planning Anlaytics Workspace 89

Depreciation Notice

Classic Cube Viewer – Starting in Planning Analytics Workspace 90, the classic cube viewer will no longer be available in Planning Analytics Workspace.

Summary

The updates for Planning Analytics Workspace 88 and Planning Analytics Workspace 89 include a number of updates to make your reporting and modeling experience even better. 

Do you need to upgrade?  Contact us at services@lodestarsolutions.com to discuss your need and our special upgrade bundles to save you time and dollars!! 

For more information on what is new in Planning Analytics Workspace, check out the below links.

2.0.88 - What's new, June 21, 2023

2.0.89 - What's new, July 24, 2023

And in case you missed it, here is what's new in Planning Analytics Workspace 87


Are you looking to level up your analytic knowledge?  Contact us at services@lodestarsolutions.com and ask about our Analytics Success Klub (ASK). Learn more here.  

What’s New in Planning Analytics Workspace 86

Planning Analytics Workspace 86
Planning Analytics Workspace 86
Written by Mike Bernaiche, May 12th, 2023

On April 18, 2023, IBM released Planning Analytics Workspace 86.  Continuing with their monthly update schedule for Planning Analytics Workspace, this release has a few enhancements of note.  This is not a large update but does include a future change that deals with the cognitive learn pane you can read about below.

Books and Reporting

Synchronize same hierarchies across different databases - when you enable synchronization for the same hierarchy that is in two different databases, changes you make to the data in one widget is reflected in the synchronized widget.  To learn more about how to enable this synchronization please see this link

Disable select spread methods on Planning Analytics Workspace local - You can configure your Planning Analytics Workspace Local environment to disable any combination of the Repeat, Repeat leaves, Equal leaves, and Straight line data spreading methods.  To read more on how to disable select spread methods see this link

Plans and Applications

Duplicate Tasks and sections in Plans and Applications – you can now duplicate tasks and sections easily with a click of a button in Plans and Applications. 

plans and applications in paw 86

New look and usability enhancements in Plans and Applications overview – These include a new progress bar, advanced filtering, new tasks, and submission panel.

plans and applications view in paw 86
plans and applications view in paw 86

Modeling

Git repository integration for Planning Analytics Database objects – In Planning Analytics Workspace 86, IBM added in Git repository integration.  You can now access a Git repository (GitHub, Microsoft Azure, or AWS CodeCommit) directly from Planning Analytics Workspace. You can use the Git repository to store Planning Analytics database objects such as cubes, dimensions, rules, and processes that are common across multiple models.  You can also use the repository to move database objects from one environment to another.  For example, you might want to copy database objects from a development environment to a production environment.

Git repository integration for Planning Analytics Database objects

Dimension editor search and locate in hierarchy - The dimension editor search function now includes a menu item called Locate.  Searching in the dimension editor acts as a filter to generate a list of members that match the search term.  After searching, right-click a member from the generated list and select Locate to remove the filters and locate the member in the hierarchy.

Hide databases in preferences – you can now hide databases from the database tree on the modeling workbench.

Change in Planning Analytics Workspace 87

The following change is being accounted with Planning Analytics Workspace 86 and will take effect in Planning Analytics Workspace 87. 

Update to configuration for the Cognitive Learn Pane - The cognitive Learn Pane in Planning Analytics Workspace Local will be hosted on a new domain in the near future.  This will require configuration changes to Planning Analytics Workspace Local installations to ensure continued access to documentation and other information through the Learn Pane.  This applies to Planning Analytics local only.  Full details will be provided when Planning Analytics Workspace 87 is released in the next few weeks.

Summary

As I mentioned above, this is not a large release but does include some nice enchantments for some.  To read in more detail please see this article from IBM.  

Click here to read other Lodestar blogs on Planning Analytics Workspace

Lodestar is hosting a number of events this month all centered around Analytics Leadership and Requirements Discovery.  I highly suggest you check them out and sign up if you want to level up your analytics knowledge.  Please see our events page for more information. 

We can always be reached at services@lodestarsolutions.com for any questions you have on Planning Analytics Workspace or anything else planning related.  Reach out!

What’s New in Planning Analytics Workspace 85

What’s New in Planning Analytics Workspace 85
What’s New in Planning Analytics Workspace 85
Written by Mike Bernaiche, April 4th, 2023

In March 2023, IBM released Planning Analytics Workspace 85.  Updates to Planning Analytics Workspace are cumulative.  If you are currently on version 76, you only need to upgrade to 85 and you will have all the new content from version 77 to 84 included.  I provided a list of blogs below that lay out all the new enhancements in recent previous versions. 

Ok, let’s get to everything new in Planning Analytics Workspace 85.

Books and Reporting

Set Editor Usability Improvements – These improvements will make working with the set editor easier and more user friendly.  These changes do not introduce new functionality. Rather, some options on the set editor have been moved or made more intuitive.

  • Available Members Option - now appears immediately adjacent to the Available Members label, rather than beneath the label.
  • Current Set - menu now appears above the current set, rather than on the header.
  • Available Members Search Bar - always visible and you no longer need to click a Search icon to reveal the search bar.
Set Editor in Planning Analytics Workspace 85

Plans and Applications

Improved Approval Process for Plan Submissions - Plan owners and approvers can now approve or reject a submission from multiple contributors in one go.

When approving or rejecting a submission, you can select the contributor(s) whose submission you want to approve or reject.  You can also click Select All to apply your action to all the contributors for that submission.

Approve Submission in Planning Analytics Workspace 85

Save Task Flows in Plans as PDF - You can now save your plan's task flow as a PDF file. In the task flow view on the Plan tasks tab, click the Export icon to save the task flow as a PDF.

Save Task Flows in Plans as PDF in Planning Analytics Workspace 85

Modeling

Modeling in Planning Analytics Workspace 85 sees the most enhancements in this update.

Reopen Recently Opened Objects from Any Database - You can now reopen recently opened objects from any database.  The recent list contains the last twenty objects that were opened, with the most recent at the top.  To remove an object from the recent list, click on the x next to the object name.

Workbench Preferences – There is now a preferences icon always visible in the Workbench.  By default, all sections are collapsed, but retain their previous state when the user opens or closes the Preferences panel.  Opening and closing Preferences also refreshes the selected values.

You can set the following preferences:

Database tree

  • Display members.


Dimension Editor

  • Compact header.
  • Show value bar.
  • Show dimension editing warning.
  • Page size.

Cube viewer

  • Show hierarchy name. 
  • Show context information.
  • Show icons.
  • Show section header.

Process editor

  • Font
  • Font size.
  • Enable line wrapping.
  • Lock generated statements.

Rules editor

  • Font
  • Font size.
  • Enable line wrapping.

Process Editor Preferences – You can now set a toggle to lock or unlock generated statements in the process editor.  When the Lock generated statements option is enabled, users cannot edit the process script between the #****Begin generated statements and #****End generated statements lines.

Lock Dimensions in Planning Analytics Workspace - A user must have either Admin or Lock privilege for a dimension to lock the dimension.

When a user locks a dimension, only those users who have Admin rights for that dimension can modify the dimension. Even the user who locks the dimension cannot modify it, unless they have Admin rights for that dimension.

When a dimension is locked, options are disabled for these actions:

  •  Add members to any of the hierarchies in the dimension.
  • Remove members from any of the hierarchies in the dimension.
  • Create a hierarchy in the dimension.
  • Delete a hierarchy in the dimension.

Users can create, delete, or update subsets under any locked dimension.

To lock a dimension, right-click the dimension on the Databases tree in either a book or a modeling workbench, then click Lock dimension.  A lock icon appears on the dimension name indicating that the dimension is locked.

Lock Dimensions in Planning Analytics Workspace 85

Create Formulas when Importing via .CSV - When you use the Import data or Import members options to import from a .csv file into a workbench, you can define formulas to manipulate the source data.

Create Formulas when Importing via .CSV in PAW 85

New Location Data Source Option via TI - You can now specify a local or network location for a TurboIntegrator process data source.

New Location Data Source Option via TI in PAw 85

Summary

Lots of great stuff in this update, especially in the Modeling area.  Definitely worth checking out in my opinion.  For a detailed list of everything new from IBM check out this link

For Lodestar blogs on all new items in recent updates to Planning Analytics Workspace 85 check out the below link.  If you are on an older version of Planning Analytics you should really consider upgrading.  We offer great programs to help you upgrade at a reasonable cost.  Reach out to us at services@lodestarsolutions.com.

What’s New in Planning Analytics Workspace 2.0.84

What's New in Planning Analytics Workspace 2.0.84
What's New in Planning Analytics Workspace 2.0.84
Written by Mike Bernaiche, February 16th 2023

It is time again to discuss what is new in Planning Analytics Workspace 2.0.84.  In February 2023, IBM released updates to workspace and while this isn’t a large update there are a few items of note that make an already great product even better.  As a reminder, IBM releases updates to workspace every month. 

Books and Reporting

  • Synchronization for Visualizations Improvements – in previous versions, the user interface showed dimensions instead of labels.  You now see the hierarchy synchronization option in the Synchronize feature under Visualization properties. Dimension names also display above the hierarchy names now for easy identification.
Synchronization for Visualizations Improvements
  • New Forecast Capabilities for Line Chart – Line visualization now includes 3 slots for forecast.  High bound, Low bound and Forecast.  As with current forecasting capabilities, High bound and Low bound are used to draw the envelope and Forecast indicates the forecasted values.  Additionally, you must specify a Forecast start to indicate when the forecast data starts.
New Forecast Capabilities for Line Chart
  • View Section Icons – To enable or disable section icons in the cube viewer, click View options, and then toggle section icons by clicking the check box next to Section icons.
View Section Icons

Applications and Plans

Revert Approvals in Plans – plan owners can now revert approvals in plans.  To revert a task approval:

  1. Open the plan in edit mode.
  2. Under Plan tasks, click the Submissions link on a task to open the Submissions log.
  3. Click Pending approval or completed to find the approved submission.  Submissions that require multiple approvals and were only partially approved are under Pending approval.  Submissions that were fully approved are under Completed.
  4. Click the menu next to the task for which you want to cancel an approval and select Revert approval.
  5. Select the approver group(s) from whom you want to remove approval(s) and click Revert.

Where there are multiple approvers for a task, when you revert an approval, approval is also removed from any next-in-line approvers.  In the following example, if you remove Group A's approval, Group B's is also removed.  Both Group A and Group B will need to approve the submission again.

Modeling

  • Copy Object Names from Database Tree - You can now copy name objects from the Databases tree. You can copy the object name into your clipboard by hovering your cursor over the item that you want to copy and then pressing CTRL+C (Windows) or CMD+C (Mac).  When copying the object name for a member, the value copied is the MUN (Member Unique Name).
  • Turbo Integrator Debugger - The process editor in Planning Analytics Workspace includes a debugger user interface that allows you to set line breakpoints, continue to the next breakpoint, and step over to the next line. Conditional breakpoints are also supported. You can enable the debug mode only on one process at a time.  A welcome addition!
  • Rename levels in Dimension Editor –
Rename levels in Dimension Editor
Rename levels in Dimension Editor

Depreciation Notice

In Planning Analytics Workspace 2.0.84, the classic dimension editor is no longer available from the modeling workbench.  The classic dimension editor remains available on books.

All dimension creation and maintenance in the modeling workbench must now be performed in the new experience dimension editor.  The new experience dimension editor was introduced on the modeling workbench in Planning Analytics Workspace 2.0.82.

Summary

Thank you for taking the time to read about what’s new in Planning Analytics 2.0.84.  To catch up on previous version you can check out these blogs here.

If you are running Planning Analytics Workspace in a Microsoft Environment, you MUST read this blog!

Docker Support – Every Planning Analytics Customer Must Read

Planning Analytics Workspace
Planning Analytics Workspace
Written by Mike Bernaiche, January 10th, 2023

If you own Planning Analytics and use Planning Analytics Workspace (PAw) on Microsoft servers, you most likely have Docker installed.  Docker is required to run PAw in windows server environments.  Recently Microsoft sold Docker to Mirantis and Docker is now called Mirantis Runtime Engine. This change has brought some potential issues for Planning Analytics clients.  Please read below for all the information you need regarding this change and potential ways to overcome this change.

Mirantis Runtime Engine

History

Previously when you installed Paw, the IBM install executable simply checked for a version of Docker and called the MS install script if Docker wasn't found. This was based on installing in a windows environment. 

Currently, if you are installing PAw for the first time you need to get the Docker install files directly from Mirantis.  This started with PAw 2.0.78, released in July 2022.

If you are running PAw in a Linux environment, Docker is not required, and this doesn’t apply to your environment.

What the Future Holds

Starting on April 30, 2023, Mirantis will assume support for Mirantis Runtime Engine (formerly Docker Engine) from Microsoft.  Mirantis will then directly provide all support, defect fixes, and security patches.  While you have a couple of months before this change takes place, you should start the planning process today.

This change impacts the ability of IBM Planning Analytics on-premises customers to download Mirantis Runtime Engine.  Mirantis Runtime Engine is required to deploy Planning Analytics Workspace on Windows Server 2016 and 2019.

Environments

Microsoft Server Environments

As mentioned above, if you are running Microsoft Server 2016 or 2019 you may want to plan for support of Docker (Mirantis Runtime Engine) through Mirantis. 

Existing customers would need to purchase if they want updated versions or support from Mirantis. Security (future vulnerabilities being identified in Docker) will likely be the motivating factor for updates.  You can find more information at the here.  In short, there will be an annual cost to keep support.  

Linux Environments

Linux environments do not require Docker or Mirantis Runtime Engine. 

Red Hat Enterprise Linux 8 deployments do not require Mirantis Runtime Engine as Podman is used as the container runtime.

Red Hat Enterprise Linux 7 continues to support the version of Docker Engine that it packages with the RHEL7 extras package.

Other environments such as Ubuntu do not require Docker or Mirantis Runtime Engine. 

IBM Planning Analytics SaaS Environments

This change does not impact Planning Analytics on Cloud customers, or Red Hat OpenShift based deployments of Planning Analytics Workspace on-premises.

Solutions

  •  Take the risk and not purchase support and continue to run PAw as you have.  You would not have access to any updates or security patches, if needed.  This would be my least favorable option.
  • Contact Mirantis to purchase support if you are required to stay on Microsoft servers.
  • Consider moving your PAw deployment to a Linux based server like Red Hat or Ubuntu.
  • Consider moving your licensing to IBM PA on cloud (PA SaaS).

Lodestar solutions is here to help you through this process.  Please reach out to us at services@lodestarsolutions.com to schedule a brief call to discuss your situation and allow us to help you will the best path forward.  We can help move Paw to Linux servers or can discuss your current licensing to see if a move to the PA cloud makes sense for you.  Whatever your situation and each client will be different, and we are here and ready to help! 

For the latest on Planning Analytics Workspace, you can check out some of our recent blog posts here.

What’s New in Planning Analytics Workspace 83

New in Planning Analytics Workspace 83
New in Planning Analytics Workspace 83
Written by Mike Bernaiche, January 26th 2023

It is a new year and IBM has released the first update to Planning Analytics, Planning Analytics Workspace 83.  This is not a huge update, but there are a few things included that I wanted to make you aware of.  Reminder that updates to Planning Analytics Workspace are cumulative. This means that if you are on version 71, for example, you can upgrade to version 83 without having to install 72 73, 74, etc.  On to the changes!

New in Books and Reporting

Set Default Background Color in Tabs – You now can set background color for all tabs in a workspace.  Any new tabs will have the default background color.  You can, however, select a different color for individual tabs.

Set Default Background Color in Tabs in PAw83

Customize Styling for Repeat Column and Row Titles – Formatting properties for repeat columns and rows are located in their own section in properties.

Customize Styling for Repeat Column and Row Titles in PAw83

New Properties in Bubble and Scatter Visualizations – several new properties were introduced in Planning Analytics Workspace 83.

  • Enable Zoom Bar - The zoom bar allows for horizontal and vertical scrolling in bubble and scatter visualizations.  You can now enable the zoom bar in bubble and scatter visualizations to scroll and focus on a smaller area of the visualization.
Enable Zoom Bar in Planning Analytics Workspace 83
  • Bubble Size Limits - You can specify bubble size limits in bubble and scatter visualizations in the Chart section under Properties.  In bubble visualizations, you can specify the minimum and maximum values for the bubble size. Bubbles for values that are below the minimum size appear as the minimum size, while bubbles for values that are above the maximum size appear as the maximum size.
Bubble Size Limits in Planning Analytics Workspace 83
  • Show Item Values and Axis Grid Lines - Two new properties, show item value grid lines and show item value grid lines, have replaced the show grid lines property in bubble and scatter visualizations.  These new properties now let you show or hide item value and axis value grid lines independently of each other.
Show Item Values and Axis Grid Lines in PAw83

New Properties in Line and Column Charts –

  • Enable Zoom Bar – This works the same way as above in the bubble and scatter charts.
  • Formatting Options for Column Value and Point Value Labels - You can format column value labels and point value labels in line and column visualizations.  Value labels can now display as values or percentages of a category or color.
Formatting Options for Column Value and Point Value Labels in PAw83
  • Alignment Position for Zero - In line and column visualizations, you can control whether the line and column sections have zero in the same position with the new Align axes zero property.
Alignment Position for Zero in PAw83
  • Change Line Width - You can now change the line width in line and column visualizations by specifying the thickness of the line.  By default, the line width is set to 2 px.
Change Line Width in PAw83

Depreciation Notice – Planning Analytics Workspace 83

Starting in Planning Analytics Workspace 84, the classic dimension editor will not be available in the modeling workbench.  All dimension creation and maintenance in the modeling workbench must be performed in the new experience dimension editor.  The new experience dimension editor was introduced on the modeling workbench in Planning Analytics Workspace version 82.

Summary

There you have it, everything new in Planning Analytics Workspace 83.  If you missed my other blogs on new features in previous versions, I’m providing links below for you to read.  Over the past year, IBM has added a ton of features and enhancements to Planning Analytics Workspace.  If you have any questions or want to discuss upgrading, please reach out at services@lodestarsolutions.com.

For a complete listing direct from IBM, please visit What's new in Planning Analytics Workspace.

Links to Blogs -

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