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 -

New in Planning Analytics Workspace 82

New in Planning Analytics Workspace 82
New in Planning Analytics Workspace 82
Written by Mike Bernaiche, December 16th, 2022

IBM released Planning Analytics Workspace 82 on November 17, 2022.  While this isn’t a large update compared to some of the previous updates, there are still several enhancements and changes to be discussed.  Below, I will discuss the changes and provide some helpful links to fixes and other enhancements to Planning Analytics for Excel and Planning Analytics in general.

Books and Reporting

New in books and reporting in Planning Analytics Workspace 82 is:

  • Automatically remove duplicate members from current set in the set editor - You can now automatically remove duplicate members from the Current set in the set editor by clicking Remove duplicated members.  This is a quick way to remove any duplicates when you are creating a dynamic or static set, especially if the set includes a large number of members.
Automatically remove duplicate members from current set in the set editor
  • Improved error handling when a visualization has a missing mapped member - Prior to IBM Planning Analytics Workspace 82, when a visualization did not find a mapped member, an error displayed, and the application showed a blank visualization.  This error could occur if a mapped member was removed from the data because of a change in the set, zero suppression, or calculation removal, or even if the user had insufficient TM1 permissions.  In Planning Analytics Workspace 82, when a visualization cannot find a mapped member, the first member in the current set is now automatically reassigned to the field slot and the visualization displays.
  • Text fill color property added to single cell widget - To access this feature, select the single cell visualization and go to the Properties tab.  Under the General tab, click Appearance to see the Fill color options.
Text fill color property added to single cell widget

Applications and Plans

Over the last few updates, applications and plans have received a ton of new features.  You can see that list here  and here.

 In this update:

  • Add attachments to applications and plans - You can now add attachments to applications and plans.  Attachments can be added to the application or plan overview, as well as to individual tasks or sections and to announcements.  Supported file types for attachments are .pdf, .docx, .xlsx, .csv, and .pptx.  To add attachments that are accessible from the application or plan overview, use the Upload files option on the application or plan Details page.
Add attachments to applications and plans

Modeling

If you haven’t upgraded recently then you are now using the power of the new modeling workbench in Planning Analytics.  To read more about the modeling workbench please click here

  • New dimension editor available on workbench – There is a lot to unpack on the dimension editor and you can find all the details here.

Depreciation Notice

The classic dimension editor will be removed from the modeling workbench in version 84.  Version 84 will be released sometime in early 2023.

Fixes

IBM has a great site to track all fixes included in each component of Planning Analytics.  That link can be found here.  Simply click on the component you are looking for and you can click on each link to see what was fixed in what version. 

Summary

While this update wasn’t huge, there are still some useful enhancements provides in Planning Analytics Workspace 82.  If you are considering an upgrade or want a demo of the latest features, please reach out to us at services@lodestarsolutions.com to schedule that call.  We are offering upgrade bundles that can save you money and give you peace of mind when researching an upgrade.  The next update to Planning Analytics Workspace should drop in the next couple of weeks and I will be here to provide all the details.

What’s New in Planning Analytics Workspace Version 80 and 81

What’s New in Planning Analytics Workspace Version 80 and 81
What’s New in Planning Analytics Workspace Version 80 and 81
Written by Mike Bernaiche, November 3rd 2022

It is that time to discuss what is new in Planning Analytics Workspace version 80 and 81!  Planning Analytics Workspace (PAw) 80 was released in September and version 81 was released at the end of October.  IBM has been releasing updates roughly every 30 days and continues to enhance PAw with many new features.  Please remember, that each update includes all the other fixes and enhancements in previous updates.  If you are on version 70 and install version 81 you will get all the features, enhancements and fixes included in version 71 through 81!  I highly recommend upgrading to Planning Analytics Workspace version 80 and 81.

PAw Version 80

Reporting

Member Unique Names in set editor – you are now able to see member unique names when you hover over members in the available member pane.  A member unique name is used to locate a member in the data source and includes the member name and its ancestry.

Search the Set List in Set Editor – A new search bar lets you search a set list.

Search the Set List in Set Editor

Drag a View to Replace the Current Visualization - You can now drag a cube or a cube view from the data tree onto an existing visualization to replace the visualization.  The visualization updates based on the view you drop.

Zoom Bar is Line, Area and Bar Visualizations - Use the Enable zoom bar property to add the zoom bar to your visualization.  Drag a handle on the bar to zoom and focus on an area in the visualization.  The area of focus changes as you drag the handle.

Modeling

New Experience Set Editor on Modeling Bench - Set editors that are opened or created from the Databases tree on the modeling workbench now use the new experience interface. Previously, the new set editor was available only through the new experience view.  Sets that were opened or created from the Databases tree used the classic interface.

Updated Chore Editor – The chore editor has been updated to Carbon Design.

Updated Reorder Dimensions – The reorder dimension option has been updated to Carbon Design.

Check Feeders in an Exploration on a Modeling Workbench - If a cube contains a rule with SKIPCHECK and FEEDERS statements, you can use the Check Feeders option to check that Planning Analytics properly feeds the components of a consolidation.

Depreciation Notices

Chore editor removed from books, available only on workbenches as of Planning Analytics Workspace 2.0.80 - Starting with Planning Analytics Workspace 2.0.80, chores must be created and edited on a modeling workbench.

Set editor in a widget to be removed from books as of Planning Analytics Workspace 2.0.81 - The ability to add a set editor in a widget from the data tree in Books will be depreciated in Planning Analytics Workspace 2.0.81.  Currently, when you select Edit Set from the data tree, the classic experience set editor opens in a widget.

PAw Version 81

Reporting

Single Cell Widget is now Visualization Type - The single cell widget is now a visualization type and has several new capabilities.  You can create a single cell visualization and convert it to a view (exploration) or another visualization and vice versa.

Single Cell Widget is now Visualization Type

Align Cells and Headers - In explorations, you can align text in data cells and headers either vertically or horizontally.  You can align a row or column of data cells, align a member in row and column headers, and align based on hierarchy.

Applications and Plans

Use Rich Text Formatting in Plan and Application Descriptions -

Use Rich Text Formatting in Plan and Application Descriptions

Task Flow View in Plans – On the plan task tab you can switch between the task list view and task flow view.

Task Flow View in Plans

Modeling

Updated Import Member Procedure - Import members procedure for a dimension has been updated to use Carbon Design.

Snippets in the Process Editor - The process editor in Planning Analytics Workspace provides predefined code snippets that users can insert in the TurboIntegrator process.  To use the snippets, on the Script tab in the process editor, click the snippet icon in the toolbar, as highlighted in the following image.

Administration

Include Plans and Applications when copy and deploy assets with Lifecycle Management.

Depreciation Notices

Set editor in a widget to be removed from books as of Planning Analytics Workspace 2.0.81 - The ability to add a set editor in a widget from the data tree in Books will be depreciated in Planning Analytics Workspace 2.0.81. Currently, when you select Edit set from the data tree, the classic experience set editor opens in a widget.

Summary

Planning Analytics Workspace version 80 and 81 continues to add amazing new features and enhancements to PAw.  I believe it is very important to stay updated on the latest version.  If you want to discuss in more detail or need help with your upgrades reach out to us at services@lodestarsolutions.com.  We have some great update packages to help you stay up to date!

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.

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