New in Planning Analytics Workspace 79

New in Planning Analytics Workspace 79
New in Planning Analytics Workspace 79
Written by Mike Bernaiche, September 15th 2022

On September 1, 2022, IBM released Planning Analytics Workspace 79 or 2.0.79.  There are a number of enhancements, especially within the applications and plans area in this update.  I wrote and spoke about this in a prior blog post titled, What is Coming in Applications and Plans.  Well in Planning Analytics Workspace 79, we now have a lot of what is coming.  Please read below for more details.

Latest versions of Planning Analytics Components.  We highly recommend staying up to date on versions for all the fixes contained in the below link.

  • Planning Analytics Workspace – 2.0.79
  • Planning Analytics for Excel – 2.0.80
  • Planning Analytics TM1 Web – 2.0.79
  • Planning Analytics Server – 2.0.9.14

For all fixes in each component of Planning Analytics please see below link.
IBM Planning Analytics 2.0 Fix Lists

Applications and Plans

  •  Track and report on plan progress with the new Overview Report.  You can view a plan  oriented report on the progress of your plan in Planning Analytics Workspace 79. 
  • The Overview Report contains 3 main areas:
  1. Timeline - The Timeline panel shows the status of tasks within a plan against a timeline, which can be configured to show either months or weeks.
  2. Contributions - The Contributions panel provides details for individual contributions in a plan.
  3. Plan Progress - The Plan Progress panel displays progress for all contributions and for individual tasks in a plan.
Applications and Plans in Planning Analytics Workspace 79
Contributions in Planning Analytics Workspace 79
Plan Progess in Planning Analytics Workspace 79
  • Send email reminders to contributors of a plan.  You can now send an email reminder to plan contributors from the Contributions panel of the Overview report.
Email Reminders in Planning Analytics Workspace 79
  • Set task dependencies to automate plans.  You can now automatically open a task upon completion of one or more dependent tasks.  When you create or edit a task, use the Task Dependency option on the Task Details tab to set the dependencies.
Set Task Dependencies in Planning Analytics Workspace 79
Dependencies in Planning Analytics Workspace 79
  • Set a task start and end date  
Task Start and End Date in Workspace 79

Cloud Enhancements

  • Planning Analytics Workspace Classic no longer available on Cloud 2.0.79 – guidance was previously given that in 2.0.79 the classic workspace was no longer available.
  • Features and Configurations Tiles – Separated into two tabs now in the administrator area to make your experience easier.
  • Configure an Inactivity Timeout on cloud – previously this was set to 60 minutes.  You are now able to set as you see fit.

Miscellaneous Enhancements

  • Process editor only available on Workbench – Starting in Planning Analytics Workspace 79, the process editor is only available on the Workbench.
  • Use new interface to manage chores in a specific process – simplifies chore management by presenting two distinct options when you open the context menu for a process in the Databases tree: Edit related chores and remove from chores.
  • Select multiple variables in process editor - You can now select multiple variables in the process editor.  When multiple variables are selected, you can apply any option on the selected variables bar to multiple variables simultaneously.
Multiple Variables in Planning Analytics Workspace 79
  • Apply formatting to an axis in a visualization 
Formatting in Planning Analytics Workspace 79
  • Wrap text in data cells – you can now format string values in a data cell to wrap text.
  • Chore Editor to only be available on the Workbench in Planning Analytics 81.

Summary

Well, there you have it!  Everything that is new in Planning Analytics Workspace 79.  Applications and Plans provides a ton of enhancements and if you are using this, you should look to upgrade as soon as possible to take advantage of these great new features.  IBM continues to update Planning Analytics bringing a ton of new functionality to make your planning experience industry best.  If you want to discuss an upgrade or see a demo of the latest and greatest, please reach out to us at services@lodestarsolutions.com.

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.

What’s New in Planning Analytics Workspace Version 67 and 68

What’s new in Planning Analytics Workspace Version 67 and 68
What’s new in Planning Analytics Workspace Version 67 and 68
Written by Mike Bernaiche, October 21st 2021

Over the last couple of months, IBM has released 2 updates to Planning Analytics Workspace, version 67 and 68.  I will detail the new features in each below.  IBM releases an update to Planning Analytics Workspace about once a month.  In this blog, I will detail everything new in version 67 and 68 for workspace.  However, Planning Analytics is now on version 2.09.10, released in Sept 2021 and Planning Analytics for Excel 2.0.67, released in July 2021.  I highly suggest upgrading to the latest version of each component.

Planning Analytics Workspace – Version 67

Updates to Planning Analytics Workspace version 67 include:

Checkboxes in Grid View

  •  You can see below that in grid view each item has a check box that once selected gives you different options including open and delete.
Checkboxes in Grid View
Checkboxes in Grid View2

Pin Widgets while in Consumption Mode

  •  You now have the ability to pin a widget without having to be in edit mode.  You do need to set the option in dashboard properties to allow pin widgets in consumption mode.  You will only do this if you want to allow end users to pin widgets.

Assign a Step or Action to Everyone in Plans

  •  Until now, you had to assign individual user groups to a step in a plan or to a section in an application. You can now assign a step or a section to everyone, allowing all users in your environment access to a step or section.

Planning Analytics Workspace – Version 68

Updates to Planning Analytics Workspace version 68 include:

Use Decision Optimization with Planning Analytics Workspace version 68.  (Cloud Only)

  • You can now use Decision Optimization (IBM® ILOG® CPLEX®) with IBM Planning Analytics Workspace on Cloud to deliver prescriptive analytics capabilities to help you make better decisions and deliver improved business outcomes.
  • With the Cloud Pak for Data Platform integration configured, and the required services IDs and views in place, analysts can easily view and run optimization jobs within the configured deployment space right from Planning Analytics Workspace. Additionally, they can configure action buttons to run any of the jobs of a deployment space, allowing any Planning Analytics Workspace user to run optimization jobs.
  • Administrators, analysts, and modelers can access optimization jobs from the new Watson AI jobs tab on a book.

Analysts and Modelers Can Now Create Plans

  • Analysts and modelers, not only administrators, can now create and manage applications and plans. The plan or application creator is automatically given full control over the asset.

Dashboard Grid Size Enhancements

  • You can now use a template to display widgets in books and websheets in a tabbed page or single page.  In previous versions of IBM® Planning Analytics Workspace, a hardcoded template with a single widget was used.  When you save a view by using the Save view as option, you can select a template.

For more information on Planning Analytics see the below resources:

Summary

Enhancements and updates to Planning Analytics Workspace continue to be released monthly.  It continues to improve an already great product.  Give IBM credit for continuing to improve Workspace.  Planning Analytics can be such a useful tool in transformational planning.  Heather Cole recently wrote two great blogs on transformational planning.  Those can be found here.

It’s Time for CFOs to Leverage Transformational Planning - Lodestar Solutions

Finance Must lead Business Transformation Before Someone Else Does - Lodestar Solutions

As a bonus, in the Finance Must Lead Business Transformation blog you can register for a free webinar hosted by Lodestar solutions! Sign up now!

If you have any questions regarding anything here, please reach out to services@lodestarsolutions.com.

What’s New in IBM Planning Analytics Workspace Version 64, 65 and 66

New Workbench
 New Workbench in Planning Analytics Workspace
Written by Mike Bernaiche, August 19th 2021

IBM continues to update Planning Analytics Workspace on a regular basis.  The pattern has been the middle of each month for an update.  Bravo IBM, for continuing to make a great product even better!  As such, you might be a few releases behind and need to see what is new over the past few months.   Look no further, I have included a highlight of the new and important features below.

Planning Analytics Workspace version 64

Version 64 was released on May 18, 2021, and includes the following:

  • Beta version of the modeling workbench.  What is the modeling workbench?  The modeling workbench is a dedicated modeling space optimized for all modeling activities.  In short, a dedicated area for modelers to work in which is much easier than through the normal Planning Analytics Workspace.  Non beta version was released in 66 (see below).
New Workbench
  • Forecasting improvements. Define historical multiple time periods to be ignored by the forecasting engine.
  • Apply Value formats on visualizations.
Value Formats on Visualizations in Planning Analytics Workspace

For more detailed information on what is new in Planning Analytics Workspace version 64 check out this link from IBM, 2.0.64 - What's new, May 18, 2021 - IBM Documentation.

Planning Analytics Workspace version 65

Version 65 was released on June 16, 2021, and includes the following:

  • Beta version of the modeling workbench.  Beta version continues in version 65.
  • See updated view name when you save view to server.  When you save a view by using the Save to server option, the new view name is displayed in the view details box.
  • Abbreviate format to display large numbers.
Short Abbreviations in Planning Analytics Workspace


  • Assign multiple data items to a slot in visualization.  A very useful feature to add 2 or more items to different chart slots.
  • Create calculations for names sets.
Calculations for Name Sets in Planning Analytics Workspace

For more detailed information on what is new in Planning Analytics Workspace version 65 check out this link from IBM, 2.0.65 - What's new, June 16, 2021 - IBM Documentation.

Planning Analytics Workspace version 66

Version 66 was released on July 14, 2021, and includes the following:

  • Modeling workbench is now a standard product feature.
  • Data and Models page fully integrated.
Data and Models Page in Planning Analytics Workspace
  • Apply proportional or relative proportional data spreading to a forecast.  Just like in spreading data in an exploration with proportional or relative proportional spreading, you can now do this through forecasting.
  • Hide zero or null data points in select visualizations.
  1. Box plot
  2. Line
  3. Line & Column
  4. Radar
  5. Word Cloud
  • Include attribute headings when exporting an exploration.  In previous versions of Planning Analytics Workspace, attribute values were included when exporting a view to Excel, but attribute names were not exported as a header.
  • Use * or ? in search in set editor

A. * matches zero or any character
B. ? matched 1 character

For more detailed information on what is new in Planning Analytics workspace version 66 check out this link from IBM, 2.0.66 - What's new, July 14, 2021 - IBM Documentation.

Summary

As you can see there have been several great enhancements over the past few months in Planning Analytics Workspace.   At the time of writing this version 67 has not been released yet in August.  However, based on the release dates over the past year, I would suspect that version 67 will be out sometime soon.  Check back soon for a review of version 67.

If you need info on what is new in Planning Analytics for Excel check out this link.
What's new in Planning Analytics for Microsoft Excel - IBM Documentation

For more great blogs on Planning Analytics please check out the Lodestar blog site here. Cognos TM1 Blogs by IBM Cognos Expert Consultants & Coaches (lodestarsolutions.com)

If you need help getting the latest version installed or have general questions please reach out at services@lodestarsolutions.com.

Planning Analytics Workspace – Now What?

Planning Analytics Workspace - Now What?
Planning Analytics Workspace - Now What?
April 30th, 2021

Recently, it came to my attention that some Planning Analytics (formerly TM1) clients are not clear about Planning Analytics Workspace (PAw) and think that they have to complete a number of steps or model rebuilds to use their data in PAw.  Below I will try and explain everything you need to know about Planning Analytics Workspace and your existing models and provide some tips for future work to take advantage of PAw.

Do My Existing PA / TM1 models work in PAw?

The short answer is, YES!  As you can see below in the screenshots that my models that were built in older versions of TM1 are available in Planning Analytics Workspace and I can bring over a view to the workspace area.  Of course, you will need to make sure you have users set up in PAw to access workspace, but all of my data is there without any modifications to the models.

Existing Models
Existing Models

Can I create or change cubes, dimensions, processes, rules, and chores in Planning Analytics Workspace?

Again, the short answer is, YES!  You have the ability to create or change dimensions, cubes, rules, Turbo Integrator processes and chores.  See below for screen shots of each.

Dimension Options:

Dimension Options

Cube Options:

Cube Options1
Cube Options2

Rules Options:

Rules Options

TI Process Options:

TI Process Options

Chores Options:

Chores Options

Now that we have covered the above in Planning Analytics Workspace, let’s cover some of the newer items that you may want to start planning to use. 

Comparing Sandboxes

In the later versions of Planning Analytics you have the ability to compare sandboxes in explorations or visualizations.  Maybe you have never heard of sandboxes and are wondering what they are?  Sandboxes are a simple way to create what if scenarios with changing your base budget or forecast information.  I’m sure over the past year dealing with Covid, management has asked for a number of what if budgets or forecasts.  With sandboxes you can create as many what if scenarios you want and then when everyone agrees on a path forward you can promote that version to the new base version or just keep it and compare with it.

Comparing Sandboxes

Virtual Hierarchies

We have a great blog that talks in detail about virtual hierarchies.  In short, these are a great way to add data to your cubes and perform analysis without having to rebuild your cubes or add dimensions!  Please click here for all of the information.

Knowledge Center

Have you ever been in Planning Analytics or TM1 and wondered how to do something and then spent countless hours searching google to hopefully come up with the right link to solve your issue?  I have and it was a pain.  IBM has spent considerable time and energy to create a knowledge center directly in Planning Analytics Workspace.  Simply click the question mark at the top right of the home page and type in what you are looking for and you will be presented with relevant links to solve your issue.  See below what was provided when I typed in cubes.  You can even click through to a forum and talk with others looking to solve problems.

Knowledge Center

Summary

As you can see and read, starting with Planning Analytics Workspace is easy and your existing models can be used right away in PAw.  I highly suggest that if you don’t own or are unsure if you own PAw, you reach out to us at sales@lodestarsolutions.com and we can help you!  If you own PAw and have yet to start using it, I highly suggest you start today.  Log in and take a look around.  Start building out your first workspace book.  You can start simple, but I guarantee you will start to think about how you can use Workspace for dashboards, budget entry and everything in between!  Plus, IBM’s go forward strategy will be Planning Analytics Workspace.  If you have any questions about getting started reach out to us at services@lodestarsolutions.com.

For all things new in Planning Analytics check out this link.

What’s New in Planning Analytics Workspace Version 61 and 62

What's New in Planning Analytics Workspace Version 61 and 62
What's New in Planning Analytics Workspace Version 61 and 62
Written by Mike Bernaiche on April 23rd, 2021

IBM continues to release updates every 30 to 60 days for Planning Analytics Workspace.  In February, version 61 was released and in March version 62 was released.  These updates provide a number of new enhancements, fixes and improvements.  Welcome back strategic impact maps for metrics!

Below, I will talk about some of the major items that have been added or changed in both versions.  Bottom line, you should upgrade your Planning Analytics Workspace to version 62 as soon as possible.

Planning Analytics Workspace 61

Cloud Updates

Create TM1 Database – cloud users can now create a TM1 Database from the administration area.  Previously you would need to submit a ticket to IBM to have a database created. 

Welcome Kit Change - The security mode 1 "admin" username and password for each TM1 database are no longer included in the Welcome Kit for Planning Analytics on Cloud.  This change reduces the size of the Welcome Kit and eliminates the need to regenerate and distribute the kit after each request to create, rename, or delete a TM1 database.  When a database is created, a randomly generated password is set for the security mode 1 "admin" username. If you need to use the admin user, administrators can set a new password by using the AssignClientPassword TM1 function.

60 Min Inactivity Timeout for Workspace – 60 min is static and can’t be modified.  User needs to make sure they save or log off within the 60 min.

Updates for Both Local and Cloud

Forecasting - As of SC61 Planning Analytics Workspace supports the preview of nested dimensions. Planning Analytics Workspace can now render a preview with nested dimensions.  In the following case, jeans is selected for preview and Preview is enabled.

Sear at Node Level in Data Tree - To make it easier to locate an object within a long list of items in the data tree, you can now search at the node level in the tree.

Reset Sandbox - You can now reset data in a sandbox with a single click.  Click the Sandbox discard button to discard all data changes since your last commit action.

Planning Analytics Workspace 62

Version 62 added more valuable enhancements including the return of metric impact visualizations.

Cloud Updates

Delete TM1 Database – You can now delete a TM1 database through the administration area of workspace.  You no longer need to submit a ticket to IBM.  Note, the database directory is not deleted.

Updates for Both Local and Cloud

Scroll Through all Objects in Datatree – you no longer have to click “load more,” all items are visible by default now.

Hide Totals in Visualization – new hide totals button to enable or disable totals.

Metric Visualizations –

  • Impact – Shows the positive and negative impacts in your metrics.
  • History – Shows a column chart of data for a metric.  By default, it compares the actual value against the target value for each time period, and indicates whether the result is within an accepted tolerance.
  • Process – Shows metrics in the context of process flow.
  • Region – Shows performance across geographies on a map overlay.
  • Strategy Map - Tracks business performance by perspectives, objectives, and metrics.
Strategy Map 1
Strategy Map 2

Create Calculations on Stacked Rows and Columns –

See below.

Stacked Rows and Columns

Summary on What's New in Planning Analytics Workspace

As you can see there are a number of fantastic enhancements in both version 61 and 62 of Planning Analytics Workspace.  I highly suggest you plan to upgrade Planning Analytics Workspace as quickly as you are able.  If you need help upgrading you can reach out to us at services@lodestarsolutions.com.  For even more detailed info on what is new in Planning Analytics Workspace you can see everything here

We at Lodestar Solutions are always sharing our latest finds with you.  To stay up to date on our latest blogs and events be sure to check out our website here

Additional Resources

For even more detailed info on what is new in Workspace you can see everything here.

For more info on why you should purchase Planning Analytics Workspace check out this link.

For a short demo of Planning Analytics Workspace Budget and Plan Applications and some amazing software you can add to your Planning system for easy model maintenance check out this video

Benefits to Using IBM Planning Analytics Workspace

Planning Analytics Workspace
September 17th, 2020

If you are a TM1 or Planning Analytics client and you are not using Planning Analytics Workspace, it’s time to evaluate if you are using the best available tools.  There are many benefits to using IBM Planning Analytics Workspace (PAw) as it greatly improves the end user experience, but it does so much more! 

Planning Analytics Workspace

What is IBM Planning Analytics Workspace?

According to IBM’s knowledge center, “IBM Planning Analytics Workspace is a web-based interface for IBM Planning Analytics. It provides an interface to TM1® data, with ways to plan, create, and analyze your content. ... Planning Analytics Workspace opens up the world of advanced analytics to all business users.”

Translation, it is a cool front end to the TM1 platform that can also be used to build new applications and dashboards by combining cube view, web sheets, scorecard and visualizations.

As our gift to you, at the end of this blog you will find a special link to a video overview of PAw.

Deeper Dive into Planning Analytics Workspace (PAw)

IBM Planning Analytics Workspace (PAw) is a web-based interface for IBM Cognos TM1. It brings exciting new possibilities in terms of visualization of your TM1 data. IBM succeeded in expanding the TM1 interface options with a user-friendly and attractive experience aimed at a wide user community.

It is a view-based application which allows you to analyze data, plan and create new content. This is achieved primarily by using the built-in drag and drop tools, that come shipped with the product to build dashboards and reports. The tools themselves are visually intuitive and are easy to get started with. The created content can then be shared with others within or outside of the business.

Dashboards and reports are structured around the concept of “books”. You can think of a “book” in the same way as you do when visualizing a workbook in Excel. A “book” can have multiple sheets and each sheet can contain multiple objects.

PAw Objects and Modeling Tools Available

Objects:
  • Cube views
  • Single-cell widgets
  • Filter controls
  • Imbedded web sheets
  • Pictures
  • Text boxes / shapes
  • Visualizations (like charts or maps)
Modeling Tools:
PAw Modeling Tools

Reporting in PAw

As PAw strongly focuses on ad-hoc analysis and quickly generating reports/dashboards, it should suit the needs of the Business Analyst, CFO and Financial Manager quite well.

If the user need is more focused on intensive data input or capturing of large amounts of data, TM1Web/Perspectives/PAX may be a better fit. Financial controllers and planners may benefit here more by using TM1Web/Perspectives/PAX, or others that are part of the budgeting, planning, or forecasting process. Each organization’s needs are different though, so the choice should be considered.

Planning Analytics Workspace & Natural Language

Another great component of PAw is the data discovery interface with natural language processing. This helps end users find what they are looking for when they cannot remember the name of the report or cube.  They just type sales and a listing of objects they may be looking for appears.

Planning Analytics Workspace and Collaboration

When you are in the budgeting cycle it is common to want to add comments or dialog about the changes you are making.  So, IBM added an online chat feature.  No more having to email change requests about the budget, just put them in the chat of PAw.

Planning Analytics Video Series

Recently Lodestar created a Planning Analytics video series that goes through Planning Analytics Workspace and Planning Analytics for Excel.  It includes overviews, modeling tips, input and spread options, sandboxes, virtual hierarchies, an admin overview and a how to on how to promote from development to production.  Stay tuned to our blog for new info and links each week.

Here is the link to the first video in this series.

This video is the first of our new, 7 part Planning Analytics series. Click here now to join our Planning Analytics mailing list and receive a link to each video as they are released. 

Summary

Planning Analytics Workspace is an incredible addition to TM1 and now Planning Analytics.  For years, many had to find other options like Cognos Analytics or other BI tools to report their budget and planning data from TM1.  You may not inherently have PAw in your IBM entitlements.  It is an add-on to Planning Analytics and Lodestar is here to help navigate those choppy waters for you.  Please reach out to sales@lodestarsolutions.com and schedule your free license review.  We will walk through what you own and provide a way forward to owning Planning Analytics Workspace.  By reaching out for this review we will offer you a live demo of PAw and PAx and work to set you up for future success in your budgeting and planning process!

Model Directly in IBM Planning Analytics Workspace. A one stop shop

IBM Planning Analytics Workspace
1/22/2019 

Are you asking yourself if it is  possible to build a model directly in IBM Planning Analytics Workspace? There is a great effort by IBM to centralize model development and reporting in one space. As you may know,  IBM Planning Analytics comes with different tools such as Architect and Performance Modeler(PM) that allow you to build models. You also may know that at times new customers have experienced confusion as to which tools to use to build and manage models. Traditionally, we have recommended Architect to build and manage and PM to build and manage the planning application front end. This has worked in the past, specially when the clients get acclimated to the different tools that are available.  

Age of Cloud and SAAS

However, we are in the age of cloud and SAAS applications that allow the modeler to build and manage planning applications in one centralized tool on the web. This is a very attractive option for customers for the obvious reasons and we are not going to discuss the benefits of a cloud-based planning system since we are all aware of them. So, to get to this centralized planning application space, IBM introduced PA cloud a few years ago which has been a great success. Now, IBM is bringing all the modelling capabilities in Planning Analytics Workspace. This will eliminate the need for multiple clients and tool sets to build and manage models.  Read below for the capabilities of today and the hope for the future.

IBM Planning Analytics Workspace
IBM Planning Analytics Workspace Today

If you didn't know IBM Planning Analytics workspace allows you to create dashboards and reports in one central area.  What you may not know is the ability to build a model directly in IBM Planning Analytics Workspace.  For more info on why you should own workspace today see 7 Reasons Why You Should Purchase Workspace (PAw)  Also, check out this link from IBM IBM Knowledge Center on PAW

Build dimensions and Cubes
  • Using a TI process, you can create dimensions and cubes using all the available data sources that are available in Architect. One of the data sources is text file and you can drag and drop files right in a PAW tile and you are allowed to map all the columns.
  • Dimensions and cube build through TI is still a bit complex for new users and it requires training and practice to build them. If IBM adds a guided  / GUI based dimension and cube builder with the power of free from scripting that would be extremely powerful. This would go a long way to helping new users that are not well versed in TI coding to start modelling quicker and have environments up and running a lot faster.
Rule writing
  • PAW has the rule editor built in and it has some of the features that the Advanced rule editor used to have and some additional features that are very helpful. You have autocomplete to fill your area definition and the ability to insert functions as you are writing the formulas. It great to see that rule writing has been considerably improved from the limited capabilities that were available in Architect
Workspace Tomorrow?

Now let’s talk about the items that we would like IBM to add to PAW.  Let's hope that these will part of future releases.

  • Workflow Workflow Workflow and we are talking about real workflow. The functionality in applications (contributor) are good and they provide the ability to create planning input front ends but what has been always lacking is the visibility into the actual flow of the planning process. Some IBM competitors have created this capability into their applications and it provides visibility and transparency for everyone to see. If IBM could create the visual workflow snapshot that we have discussed and integrate that with the Chat capability it would eliminate the need for emails and other forms of communication outside PAW. Plus, it would be a record that would be maintained in one place
  • Another thing that would be nice in PAW would be some help related videos and or visuals that assist a new user in navigating workspace. There are many videos available out side PAW but nothing that is in workspace itself.
Contact Lodestar Now!

Are you ready to purchase the workspace add on? Contact us at sales@lodestarsolutions.com to schedule a quick call to review your situation and receive a quote for the workspace add on if you do not already own!

If you already own workspace and are not sure where to begin or you need some help taking your workspace to the next level contact us at services@lodestarsolutions.com

7 Reasons Why You Should Purchase Workspace (PAw)

 9/11/2018 

7 Reasons Why You Should Purchase Workspace (PAw)

You have probably heard a lot about Planning Analytics Workspace (PAw).  However, like most TM1 / Planning Analytics shops you are probably creating reports using web sheets in perspectives and publishing them on TM1 web.  Now is the time to understand why you should purchase Workspace (PAw) if you do not already own it.

7 Reasons Why You Should Purchase Workspace (PAw)
  1. First and foremost PAX and by extension workspace does not have the inherent WAN issues with perspectives. You can publish on workspace and you eliminate the need to have a VPN or Citrix to report off TM1

  2. No need to use fancy macros and or VB to make you reporting dynamic and turn key.

  3. There are some very slick features in PAX that make reporting a breeze. Too many to go over here. 

  4. Now you have the ability to build powerful dashboards quickly and you also have the ability to collaborate among your team on a centralized dashboard.

  5. The ability to use powerful visualization within workspace.

  6. Simple language querying capability in Workspace.

  7. IBM's go forward strategy is to build all models in Workspace.
Helpful Workspace Links
Contact Lodestar Now!

Are you ready to purchase the workspace add on?  Contact us at sales@lodestarsolutions.com to schedule a quick call to review your situation and receive a quote for the workspace add on if you do not already own!

If you already own workspace and are not sure where to begin or you need some help taking your workspace to the next level contact us at services@lodestarsolutions.com

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