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IBM Planning AnalyticsVersion 2 Release 0
New Features
IBM
Note
Before you use this information and the product it supports, read the information in Notices.
Product Information
This document applies to IBM Planning Analytics Version 2.0 and might also apply to subsequent releases.
Licensed Materials - Property of IBM
Last updated: 2018-05-08© Copyright International Business Machines Corporation 2009, 2018.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract withIBM Corp.
Contents
Introduction.......................................................................................................... v
Chapter 1. What's new in Planning Analytics.......................................................... 1Planning Analytics 2.0.4 - February 16, 2018............................................................................................ 1Planning Analytics 2.0.3 - September 19, 2017.........................................................................................4Planning Analytics 2.0.2 - June 1, 2017..................................................................................................... 7Planning Analytics 2.0.1 - February 7, 2017...............................................................................................7Planning Analytics 2.0.0 - December 16, 2016.......................................................................................... 8
Chapter 2. What's new in Planning Analytics Workspace...................................... 152.0.32 - Feature updates, April 24, 2018................................................................................................. 152.0.31 - Feature updates, March 23, 2018...............................................................................................172.0.30 - Feature updates, January 19, 2018............................................................................................192.0.29 - Feature updates, December 15, 2017........................................................................................ 212.0.28 - Feature updates, November 17, 2017........................................................................................232.0.27 - Feature updates, October 20, 2017............................................................................................232.0.26 - Feature updates, October 6, 2017.............................................................................................. 252.0.25 - Feature updates, September 12, 2017.......................................................................................262.0.24 - Feature updates, August 12, 2017..............................................................................................282.0.23 - Feature updates, July 14, 2017.................................................................................................. 292.0.22 - Feature updates, June 23, 2017................................................................................................. 312.0.21 - Feature updates, June 2, 2017................................................................................................... 312.0.20 - Feature updates, May 13, 2017.................................................................................................. 322.0.19 - Feature updates, April 29, 2017................................................................................................. 322.0.18 - Feature updates, April 8, 2017................................................................................................... 34
Chapter 3. What's new in IBM Planning Analytics for Microsoft Excel.................... 352.0.32 - Feature updates, April 24, 2018................................................................................................. 352.0.31 - Feature updates, March 19, 2018...............................................................................................352.0.30 - Feature updates, January 30, 2018............................................................................................362.0.29 - Feature updates, December 18, 2017........................................................................................ 362.0.28 - Feature updates, November 23, 2017........................................................................................372.0.26 - Feature updates, October 24, 2017............................................................................................372.0.23 - Feature updates, July 21, 2017.................................................................................................. 402.0.22 - Feature updates, June 23, 2017................................................................................................. 402.0.21 - Feature updates, June 2, 2017................................................................................................... 402.0.20 - Feature updates, May 13, 2017.................................................................................................. 402.0.18 - Feature updates, April 8, 2017................................................................................................... 402.0.0 - Feature updates, December 16, 2016.......................................................................................... 40
Notices................................................................................................................45
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iv
Introduction
This documentation describes the features that are new in IBM® Planning Analytics.
Planning Analytics integrates business planning, performance measurement, and operational data toenable companies to optimize business effectiveness and customer interaction regardless of geographyor structure. Planning Analytics provides immediate visibility into data, accountability within acollaborative process and a consistent view of information.
Finding information
To find documentation on the web, including all translated documentation, access IBM Knowledge Center(http://www.ibm.com/support/knowledgecenter).
Software environments
To review an up-to-date list of environments supported by IBM Planning Analytics, create a detailedsystem requirements report using the Software Product Compatibility Reports tool (https://www.ibm.com/software/reports/compatibility/clarity/index.HTML).
For more information on the Software Product Compatibility Report tool, you can watch this video:
https://youtu.be/91TkG58yTec
Known issues
To view known issues and their workarounds, see the IBM Support portal (http://www.ibm.com/support).
For information about using the Support portal, see the IBM Support portal assistance (http://www.ibm.com/software/support/portal/sp-help.html).
Accessibility
Accessibility features help users who have a physical disability, such as restricted mobility or limitedvision, to use information technology products.IBM Planning Analytics has some components thatsupport accessibility features. IBM Cognos® TM1® Performance Modeler, IBM Cognos Insight, and CognosTM1 Operations Console have accessibility features. For information about these features, see theaccessibility section in the documentation for each component.
IBM HTML documentation has accessibility features. Because PDF documents are supplemental, theyinclude no added accessibility features.
Samples disclaimer
The Sample Outdoors Company, Great Outdoors Company, GO Sales, any variation of the SampleOutdoors or Great Outdoors names, and Planning Sample depict fictitious business operations withsample data used to develop sample applications for IBM and IBM customers. These fictitious recordsinclude sample data for sales transactions, product distribution, finance, and human resources. Anyresemblance to actual names, addresses, contact numbers, or transaction values is coincidental. Othersample files may contain fictional data manually or machine generated, factual data compiled fromacademic or public sources, or data used with permission of the copyright holder, for use as sample data
© Copyright IBM Corp. 2009, 2018 v
to develop sample applications. Product names referenced may be the trademarks of their respectiveowners. Unauthorized duplication is prohibited.
Forward-looking statements
This documentation describes the current functionality of the product. References to items that are notcurrently available may be included. No implication of any future availability should be inferred. Any suchreferences are not a commitment, promise, or legal obligation to deliver any material, code, orfunctionality. The development, release, and timing of features or functionality remain at the solediscretion of IBM.
vi IBM Planning Analytics: New Features
Chapter 1. What's new in Planning AnalyticsNew and updated features are introduced in IBM Planning Analytics and components that are installedwith Planning Analytics, such as TM1 Server, TM1 Web, TM1 Performance Modeler and Cognos Insight®.
Some updates affect only IBM Planning Analytics Local installation and configuration.
The following sections provide brief descriptions of new and changed features, by date of introduction andby component.
Planning Analytics 2.0.4 - February 16, 2018This section provides key information about IBM Planning Analytics 2.0.4.
Local installation and configurationIBM Planning Analytics Local release 2.0.4 includes the following updates to installation andconfiguration.
Deprecation of 32-bit version of TM1 Server client installation
Planning Analytics Local 2.0.4 is the last release of the 32-bit version of the TM1 Server client installationprogram.
For more information, see http://www-01.ibm.com/support/docview.wss?uid=swg22013654.
TM1 ServerIBM Planning Analytics Local release 2.0.4 and the cloud release of IBM Planning Analytics 2.0.4 includesthe following features for IBM TM1 Server version 11.2.0.
Encryption at rest
TM1 Server uses a two-tier key management system to encrypt and decrypt server data. TM1 APIs enableand disable data encryption. With the TM1 Server command line utility, you can perform master keyrotations for added security. And, if you need to, you can restore files by using the TM1Crypt utility. Formore information, see the TM1 Server data encryption in the Planning Analytics Installation andConfiguration documentation.
Note: Encryption is not supported for IBM Planning Analytics on cloud. Encryption is available forPlanning Analytics Local customers only. Encryption is not supported on a TM1 Server that is usingreplication and sync. Blobs are excluded from server artifacts that are encrypted by encryption at rest.
Server stability and improved server shutdown
The TM1 Server performs the following tasks to safely shut down the server:
1. Terminates all spawned external processes.2. Cancels all running threads (which is the same as an administrator logging in and canceling all running
threads).3. Collects and produces information and metrics for the shutdown process.4. Sends data to the event log and the server log.
You can use IBM Planning Analytics Administration to start and stop databases.
© Copyright IBM Corp. 2009, 2018 1
Change to reporting of memory consumed by feeders in TM1 Server
TM1 Server now reports the memory that is consumed by feeders only once. If there are no changes torules or cube data, the memory consumption represents a static value that is recorded after the serversuccessfully starts. If there are changes to rules, feeders, or cube data during the running of the server,the Memory Used for Feeders value in the }StatsByCube control cube is updated the next time that theserver starts.
Note: The memory accounting is accurate at start-up time. You cannot change your feeders and see whatkind of memory profile is generated without restarting the server.
For more information, see Performance Monitoring Control Cubes(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_op.2.0.0.doc/c_performancemonitoringcontrolcubes_n608ec.html).
Selectively enable multi-threaded query processing
The MTQQuery parameter in the tm1s.cfg file is now set to True by default. You can use a new TI function,EnableMTQQuery(), to selectively enable or disable MTQ applied to running a query with View in TIprocess.
TM1 support for localizable attributes for View, Subset, and TI Processes
TM1 Server supports localizable attributes. You can provide a localized value for the attributes ofDimension, Element, and Cube. TM1 Server automatically returns the correct value for an attribute basedon the user-supplied language locale or preferred language locale setting. You don't need to create analias attribute or text attribute for each language.
In this version of TM1 Server, the View, TI Process, and Subset objects can also have attributes that arelocalizable. For more information, see Attributes and localization.
Sandbox comparisons
To enable sandbox comparisons, you can set EnableSandboxDimension parameter in your tm1s.cfg file.
For more information, see EnableSandboxDimension.
REST API updates
The following changes were made to the TM1 REST APIs:
• You can use the REST API actions ExecuteCubeDrillthrough andExecuteRelationalDrillthrough to preview a datasource. For more information, see Preview adatasource.
• You can rename or copy a folder in the TM1 Server by using the Copy and Move actions that are boundto the Entry entity. Copy creates an Entry with a different name in the target destination and leaves thesource Entry the same. Move creates an Entry with a different name in the target destination andremoves the source Entry. You can specify whether the Entry that is created should be public or private.If the target folder is unspecified, the parent folder of the source is used. If the target Name isunspecified, the name of the source is used.
• You can retrieve elements by supplying either alias or invariant name: The OData-compliant REST APIrequires an application to know the type of the key when asked for dimension element. The suppliedkey can either be invariant name or alias. However, when the type is not known, that is, can be either
2 IBM Planning Analytics: New Features
invariant name or alias, the application cannot determine which one to use. For more information, seeRetrieve elements by supplying either alias or invariant name.
• You can now execute a PUT on the reference of the subset element collection to update the collection.You can execute a DELETE on the reference of the collection to empty the collection. The $filter queryoption can be used to specify which element to be removed. For more information, see Update allelements in a static set.
To learn more, see What's new in 11.2.0 (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_rest_api.2.0.0.doc/r_restapi_v1_csdl.html#restapi_v1_csdl_whats_new_11_2_0).
TM1 Performance ModelerIBM Planning Analytics Local release 2.0.4 and the cloud release of IBM Planning Analytics 2.0.4 includesupdates to IBM Cognos TM1 Performance Modeler.
In IBM Planning Analytics 2.0.4, TM1 Performance Modeler is started as a Java application without aconsole window.
If you are trying to locate the TM1 Performance Modeler process in Task Manager, you must look forjavaw.exe. Previously, this process appeared in Task Manager as PerformanceModeler.exe.
When TM1 Performance Modeler is starting up, the icon in the taskbar might appear as .
Cognos InsightIBM Planning Analytics Local release 2.0.4 includes new features for Cognos Insight.
The following features were introduced in IBM Planning Analytics Local release 2.0.4. For moreinformation, see the Cognos Insight documentation in IBM Knowledge Center.
Autosum
For any widget with numeric values in the grid, you can highlight cells and display their sum and averageat the lower left side of the widget with a count of the number of cells selected.
1. To enable this feature for any widget, from the drop-down menu at the upper left of the widget, selectShow Autosum.
2. Click in the grid to close the menu.3. Highlight any range of numeric cells. For disconnected cells, use Ctrl+click to multi-select cells.
If you select any cells that contain strings, these cells are not included in the count of selected cells.
If none of the cells you select contain numeric data, the average displays NaN (not a number).
Context-sensitive action buttons
You can add parameters that can be synchronized with your TM1 data to an action button that runs aTurboIntegrator (TI) process. When the TI process runs, the parameter is dynamically replaced by thename of the currently selected member of the specified dimension.
For more information, see Adding action buttons that run a script (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.dsk_ug.2.0.0.doc/t_dsk_work_script.html).
Changes to startup
In IBM Planning Analytics 2.0.4, Cognos Insight is started as a Java application without a consolewindow.
What's new in Planning Analytics 3
If you are trying to locate the Cognos Insight process in Task Manager, you must look for javaw.exe.Previously, this process appeared in Task Manager as CognosInsight.exe.
When Cognos Insight is starting up, the icon in the taskbar might appear as .
Deprecation of Cognos Insight - Distributed mode
With the release of IBM Planning Analytics 2.0.4, IBM announces the intent to deprecate the use ofCognos Insight – Distributed mode when used with TM1 Applications. Cognos Insight in Connected modeand TM1 Application Web will continue to be supported.
This change does not affect the functionality of the client, with the exception of work offline. If the abilityto work offline is an important capability, IBM recommends the use of IBM Planning Analytics forMicrosoft Excel.
Fix listView a list of known issues that were addressed for IBM Planning Analytics 2.0.4 in the IBM PlanningAnalytics 2.0 Fix List (http://www.ibm.com/support/docview.wss?uid=swg27049229).
Planning Analytics 2.0.3 - September 19, 2017This section provides key information about IBM Planning Analytics 2.0.3.
Local installation and configurationIBM Planning Analytics Local release 2.0.3 includes the following updates for installation andconfiguration.
Support for TM1 Server on IBM POWER8 little endian (LE)
You can now install IBM TM1 Server on Red Hat Enterprise Linux (RHEL) Server 7.1 operating system onPOWER8 LE hardware. The IBM Planning Analytics 2.0.3 POWER8 LE install kit provides TM1 Server only.The kit contains no applications or other components.
Note:
• You cannot use the IBM Cognos Configuration tool with this version of TM1 Server. You must useprovided scripts to start and stop the TM1 Server. For more information, see Use scripts to start a TM1Server on UNIX or Linux.
• This installation uses a subset of the TM1 Server configuration parameters in the cogstartup.xml file.For more information, see The tm1s.cfg.configuration file.
For more information, see Installing IBM TM1 Server on UNIX or Linux. For more information aboutsupported operating systems, create a report for IBM Planning Analytics Local by using Software ProductCompatibility Reports.
Deprecation of AIX for Planning Analytics Local 2.0.3
Important:
Planning Analytics Local 2.0.2 is the last release with AIX® support.
Planning Analytics Local 2.0.3 is not supported on AIX.
4 IBM Planning Analytics: New Features
New runtime C/C++ libraries for TM1 Server installed on UNIX or Linux
If you are running TM1 Server on Red Hat Enterprise Linux or Ubuntu, you must install the runtime C/C++libraries before you install Planning Analytics Local 2.0.3. You can create a detailed system requirementsreport by using the Software Product Compatibility Reports tool (https://www.ibm.com/software/reports/compatibility/clarity/index.html).
32-bit version of TM1 Server no longer supported
There is no longer a 32-bit installation program for TM1 Server. Planning Analytics Local for Windows 32-bit can be used only to install TM1 components.
TM1 ServerIBM Planning Analytics Local release 2.0.3 and the cloud release of IBM Planning Analytics 2.0.3 includesthe following features for IBM TM1 Server version 11.1.0.0.
Updates to the TM1Crypt utility
The TM1Crypt utility has been updated. For more information, see Running the TM1Crypt utility.
Enhanced cube rule area definition support for model using multiple hierarchies
Cube rules have changed as of IBM TM1 Server version 1.1.0.0. You can use a single rule statement tocover a set of same-named consolidated elements across hierarchies of the same dimension. Thisapproach gives you greater flexibility with hierarchies.
For more information, see Use the Or operator to specify cube rules across hierarchies.
Changes to default behavior for FileRetry.FileSpec parameter
As of IBM TM1 Server version 1.1.0.0, if the FileRetry.FileSpec parameter is not specified in the tms1.cfgfile (default), the retry logic is applied to all files in the logs directory only.
For more information, see FileRetry.FileSpec.
New tm1s.cfg parameter ODBCTimeoutInSeconds
The ODBCTimeoutInSeconds parameter specifies the timeout value that is sent to the ODBC driver usingthe SQL_ATTR_QUERY_TIMEOUT and SQL_ATTR_CONNECTION_TIMEOUT connection attributes.
For more information, see ODBCTimeoutInSeconds.
New tm1s.cfg parameter SQLRowsetSize
The SQLRowsetSize parameter specifies the maximum number of rows to retrieve per ODBC request.
For more information, see SQLRowsetSize.
New logger introduced
The TM1 server uses monitoring code to generate log messages that are pushed out to the ops.logger.Critical events that are pushed out to this logger include the following:
• Threads and their state• Thread state of interest
What's new in Planning Analytics 5
• High contention• Pool memory size• Chore failure
To learn more, see Logging essential server information and Set database configuration parameters.
Updates to TM1 REST APIs
Types, actions, and functions have been added or changed in the TM1 REST API schema for IBM PlanningAnalytics Local 2.0.3. These include the following features for TM1 server version 11.1.0.0:
• Locking and unlocking cubes or dimensions.• Rule tracing, which includes tracing the calculation of a single cell. The result contains any components
of the calculation.• Ability to set the Context on a Session to better identify sessions and their associated threads. The
client or consumers sets a context, which in turn allows consumers of this information to know who theclient or consumer is.
• New properties in the Document, ExternalDatabaseSettings, and Session entities.
For more information, see the Release notes in TM1 REST API documentation.
TM1 WebIBM Planning Analytics Local release 2.0.3 and the cloud-only release of IBM Planning Analytics 2.0.3includes the following features for TM1 Web.
Display the current TM1 database label in TM1 Web
The TM1DatabaseLabel parameter displays the TM1 database label in the banner beside the user name.For more information, see TM1DatabaseLabel Parameter and TM1 Web Configuration Parameters.
Specify the maximum cell count of a workbook
The WorkbookMaxCellCount parameter specifies the maximum cell count of a workbook as a number withno thousands separators. You can use WorkbookMaxCellCount to avoid issues opening workbooks withmany cells.
For more information, see TM1 Web Configuration Parameters.
Limit the number of cells that can be exported from websheets
The ExportCellsThreshold parameter specifies the maximum number of cells that an export of a websheetor a cube view can contain. If the number of selected cells exceeds the threshold, a warning message isdisplayed and the export does not start.
For more information, see TM1 Web Configuration Parameters.
Hide dimensions in the cube viewer
The CubeViewerHiddenDimensionsEnabled parameter allows you to hide dimensions in the TM1 Webcube viewer.
For more information, see TM1 Web Configuration Parameters.
6 IBM Planning Analytics: New Features
Waterfall chart support
TM1 Web supports excel-based Waterfall charts in websheets. These charts were released in MicrosoftExcel 2016.
Fix listTo view a list of known issues that were addressed for IBM Planning Analytics 2.0.3, see the fix list at:http://www.ibm.com/support/docview.wss?uid=swg27049229.
Planning Analytics 2.0.2 - June 1, 2017This section provides key information about IBM Planning Analytics 2.0.2.
TM1 ServerIBM Planning Analytics Local release 2.0.2 and the cloud release of IBM Planning Analytics 2.0.2 includesthe following features for IBM TM1 Server version 11.0.2.
HTTP support enabled by default
The HTTPPortNumber tm1s.cfg parameter was optional is earlier releases. To support REST API featuresand applications that use the APIs, this option must be specified. If HTTPPortNumber is not defined inyour tm1s.cfg file, then port number "5001" is assigned automatically.
MDXSelectCalculatedMemberInputs enabled by default
The MDXSelectCalculatedMemberInputs tm1s.cfg parameter is no longer optional. This tm1s.cfgparameter is now enabled by default.
New configuration parameters to prevent automatic TM1 server shutdown
You can prevent automatic TM1 server shutdowns when network issues block access to transaction logs.This feature is enabled by using three new tm1s.cfg parameters: FileRetry.FileSpec, FileRetry.Count, andFileRetry.Delay.
Fix listTo view a list of known issues that were addressed for IBM Planning Analytics 2.0.2, see the fix list at:http://www.ibm.com/support/docview.wss?uid=swg27049229.
Planning Analytics 2.0.1 - February 7, 2017This section provides key information about IBM Planning Analytics 2.0.1.
IBM Planning Analytics Local release 2.0.1 and the cloud release of IBM Planning Analytics 2.0.1 wasreleased and includes fixes for IBM TM1 Server version 11.0.1.
Fix listTo view a list of known issues that were addressed for IBM Planning Analytics 2.0.1, see the fix list at: Fixlists (http://www-01.ibm.com/support/docview.wss?uid=swg27049229).
What's new in Planning Analytics 7
Planning Analytics 2.0.0 - December 16, 2016This section provides key information about IBM Planning Analytics 2.0.0.
Local installation and configurationIBM Planning Analytics Local release 2.0.0 includes the following updates for installation andconfiguration.
WebSphere Liberty Profile is the default application server
IBM Planning Analytics installs a WebSphere® Liberty Profile as the default application server. ApacheTomcat is no longer installed as the default application server as it was for IBM TM1 Server.
Note: In IBM Planning Analytics Local 2.0.0, Performance Manager Hub can deploy only to anotherWebSphere Liberty Profile server; other versions of WebSphere are not supported.
WebSphere Liberty Profile uses the same default port numbers as were used for the Apache Tomcatserver. For example, the default port number 9300 is also used for the WebSphere Liberty Profile.
Changes to selectable components in the TM1 Server installation wizard
In the TM1 Server installation wizard, the tiers that contain the selectable components were renamed.
• The TM1 Application Tier was renamed the TM1 Data Tier.• The Web Application Tier was renamed the TM1 Web Tier.• The TM1 Client Tier and the Developer Tier were merged to form the newly named TM1 Rich Tier.• The Samples component was moved under the TM1 Data Tier.
TM1 ServerIBM Planning Analytics Local release 2.0.0 includes all features that were introduced in IBM TM1 Serverversion 11.0.0.0 and IBM TM1 Server version 10.3.0, which was introduced for IBM Planning Analytics onthe cloud.
Note: For more information, see New features in Cognos TM1 server version 10.3.0 in IBM KnowledgeCenter.
The following features were introduced in IBM TM1 Server version 11.0.0.0. For more information aboutthese features, see the TM1 for Developers, TM1 Reference, and TM1 REST API documentation in IBMKnowledge Center.
Hierarchies
You can now create multiple hierarchies inside dimensions. This capability is supported through TM1REST APIs, TurboIntegrator processes, and Planning Analytics Workspace modeling. This enhancementprovides the following benefits:
• More efficient cube design• Faster cube processing• Attribute analysis• Structured dimensions• Dynamic analysis• Re-org scenario planning• Planning Analytics Workspace integration and modeling capabilities
8 IBM Planning Analytics: New Features
Multi-threaded feeders
Multi-threaded feeders improve the performance of bulk feeder construction and cube feeder updates byleveraging the number of available CPU cores. Three tm1s.cfg settings (MTFeeders, MTFeeders.AtStartup,and MTFeeders.AtomicWeight) were added to enable and configure this feature. For more information,see multi-threaded feeders in the TM1 Rules documentation.
MDX views as a TI data source
Previously, a view could be created and saved by using MDX expressions. Beginning in this release, theMDX-based view can now be used as a TurboIntegrator data source.
Support for multiple cores on Microsoft Windows
TM1 server multi-threaded queries are no longer limited to 64 CPU cores. Microsoft Windows Platformswith more than 64 processors can take full advantage of this feature and its performance benefits.
IPAddress tm1s.cfg parameter now obsolete
The IPAddress tm1s.cfg parameter is obsolete and has been replaced by IPAddressV4 and IPAddressV6.These parameters allow you to specify whether TM1 client requests are routed through the public orprivate adapter. The default behavior uses the public IP adapter, which requires modifications to firewallprofiles.
New TurboIntegrator Transactional rollback functions
Four new TurboIntegrator functions have been added to assist with managing chores: ChoreRollback,ProcessExitByChore, ProcessRollback, and ProcessExitByChoreRollback. For more information, see theTM1 Reference documentation.
New TM1 REST APIs
Types, actions, and functions have been added or changed in the TM1 REST API schema for IBM TM1Server version 11.0.0.0. These include support for TurboIntegrator debug contexts.
For more information, see the Schema in TM1 REST API documentation.
TurboIntegrator Debugger tool
You can access a TurboIntegrator Debugger tool on IBM developerWorks. This tool provides a userinterface where you can set breakpoints and step through TurboIntegrator processes to identify possibleissues or errors in your TurboIntegrator scripts. The TurboIntegrator Debugger, which is built on the newTurboIntegrator process debugging capabilities of the TM1 REST API, is currently in preview release andis not a supported component of IBM Planning Analytics Local 2.0.0.
TM1 WebIBM Planning Analytics Local release 2.0.0 includes all features that were introduced in TM1 Web 10.3.0,which was introduced for IBM Planning Analytics on the cloud.
Note: For more information, see New features in TM1 Web release 10.3.0 in IBM Knowledge Center.
The following features were introduced in IBM Planning Analytics Local release 2.0.0. For moreinformation about these features, see the TM1 Web documentation in IBM Knowledge Center.
Hierarchies in TM1 Web
TM1 websheets can display more than one hierarchy in a dimension.
What's new in Planning Analytics 9
Note: Hierarchies can be viewed in TM1 Web, however, you cannot create hierarchies in TM1 Web. Youmust create hierarchies in Planning Analytics Workspace. For more information, see Planning AnalyticsWorkspace in IBM Knowledge Center.
You can open hierarchies by using Quick Reports in IBM Planning Analytics for Microsoft Excel.
Quick Reports (formerly Flex Views) are published as live websheets. A live websheet maintains itsconnection to the TM1 server. If the data on the server changes, the live websheet reflects the change.
For more information about Quick Reports, see Planning Analytics for Microsoft Excel in IBM KnowledgeCenter.
Note: Relative proportional spreading and relative percent adjustments are not supported in QuickReports that are opened in TM1 Web.
TM1 Web API enhancements
The TM1 Web API has the following new functionality:
• As of IBM Planning Analytics Local 2.0.0, it is no longer mandatory to use the version of Dojo that isprovided with TM1 Web to load the TM1 Web JavaScript Library modules. TM1 Web now supports usingthe AMD loader from Dojo version 1.7 and later to load the JavaScript Library modules.
• The HTML <head> and <body> tags that are required to use the JavaScript library are simpler.• The tm1web/api/session/session module in the JavaScript library allows users to log in, retrieve
session information based on a session token, and destroy a session based on a session token.• The tm1web/api/session/LoginDialog module in the JavaScript library allows users to display or
destroy a login dialog box.• The tm1web/api/Workbook class in the JavaScript library exposes execution information after an
action button is executed. The onActionButtonExecution method API allows users to replace anexisting Workbook or create a new one when an action button is clicked.
• The tm1web/api/Workbook class and the tm1web/api/CubeViewer class include subset andsubsets set properties and methods.
For more information, see TM1 Web API in the TM1 for Developers documentation.
Relational websheets
TM1 Web now allows you to view relational data on the same websheet as TM1 data. By defining arelational query in an Excel file and then uploading the file to TM1 Web, you can view the results on thesame websheet or tab. This allows you to report on OLAP and relational data together.
For more information, see Working with relational data in websheets (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_ug.2.0.0.doc/c_relational_data_websheets.html) in IBM Knowledge Center.
TM1 Web Accessibility
TM1 Web includes accessibility features to help you perform tasks by using only a keyboard. Thesefeatures include keyboard navigation and keyboard access to menus and dialog boxes that are related towebsheets.
• Context menus are accessed by using Shift+F10. The Up Arrow and Down Arrow keys select items fromwithin the context menu.
• To expand or collapse a row in a websheet, you can use the Space bar.
10 IBM Planning Analytics: New Features
• To access the set selector, you can use the Space bar. The Tab key moves you between the search, theArrow keys, and the tree. Up Arrow and Down Arrow keys move you between items in the tree. TheEnter key selects the focused item in the tree.
Note: When you access the set selector, if you press Esc to exit after you make changes, you lose yourfocus on the cell that you originally launched from. You are focused on the main page.
Support for Excel shapes in workbooks
Excel shapes, including basic shapes, arrows, banners, equation shapes, and lines, can be added toworkbooks in TM1 Web. To see the list of supported and unsupported Excel shapes, see the List ofMicrosoft Excel-supported functionality by menu in IBM TM1 Web release 10.2.2 and later.
Single sign-on for TM1 Web
You can configure single sign-on for IBM TM1 Web by using Integrated Login (Kerberos) and theapplication server's security layer. Single sign-on enables HTTP users to log in only once to TM1 Web.
For more information, see Configuring Integrated Login for TM1 Web using Kerberos and SPNEGO in thePlanning Analytics Installation and Configuration documentation.
TM1 worksheet functions
The following worksheet functions are now available:TM1ELLIST
Returns a set of element values from a TM1 model by using a single formula.TM1GLOBALSANDBOX
Returns the current global active sandbox that was selected from the toolbar.TM1INFO
Returns information about the current TM1 version and client.TM1PRIMARYDB
Returns the primary TM1 server name that the user is authenticated through, even if the user isimplicitly logged in to multiple TM1 servers.
TM1 Performance ModelerIBM Planning Analytics Local version 2.0.0 also includes all features that were introduced in Cognos TM1Performance Modeler 10.3.0, which was introduced for IBM Planning Analytics on the cloud.
Note: For more information, see New features in Cognos TM1 Performance Modeler version 10.3.0 in IBMKnowledge Center.
The following features were introduced in IBM Planning Analytics Local version 2.0.0. For moreinformation about these features, see the IBM Cognos TM1 Performance Modeler documentation.
Regenerate rules for the whole model
You can now regenerate rules for the whole model instead of having to regenerate rules one cube at atime. In the Model Design pane, right-click the server name and select Generate Rules.
What's new in Planning Analytics 11
Quick access to control cubes
You can quickly create a view for a control cube by double-clicking the control cube. Previously you right-clicked the control cube and selected New view. The view is named the same as the control cube,without the curly bracket.
Filter and search for objects in Model Design view
You can find and filter on objects that match specific criteria in the Model Design view. For example, youcan find all objects that include sales, including rules, cubes, processes, subsets, links, views,dimensions, and chores. You can also do a selective search where you specify which objects that youwant to search on. For example, you might want to list all rules that contain the word tent.
Search for elements in a dimension
When you edit large dimensions, navigation can be difficult. To make it easier, you can search throughexisting elements of the dimension that is open in the dimension editor.
Delete and rename imported terms in a cube calculation
You can now delete and rename terms that are used in a cube calculation. The cube calculationdynamically updates to match the term and checks to ensure that the calculation is valid.
Cognos InsightIBM Cognos Insight is now installed as a component of IBM Planning Analytics Local. IBM PlanningAnalytics Local release 2.0.0 includes all features that were introduced in fix packs for Cognos Insightrelease 10.2.2, and also Cognos Insight release 10.3.0, which was introduced for IBM Planning Analyticson the cloud.
Note: For more information about new features in previous releases of Cognos Insight, see New featuresin the Cognos Insight documentation in IBM Knowledge Center.
The following features were introduced in IBM Planning Analytics Local release 2.0.0. For moreinformation, see the Cognos Insight documentation in IBM Knowledge Center.
Row and column headers are highlighted when a cell is selected
When a cell is selected in a grid, the corresponding row and column headers are highlighted as they are inExcel. The color of the highlighting matches the color of the cell.
Search for objects in the content pane
You can search for objects in the content pane. You can type characters to filter on when you are unsure ofan exact object name, or if you want to find objects that match specific criteria. The search finds allobjects in the tree that match the criteria.
Search for members in the dimension editor
When you edit large dimensions, navigation can be difficult. To make it easier, you can search throughexisting elements of the dimension that is open in the dimension editor.
New right-click menu options for cells
Two new options available on the right-click menu for a cell:
• Export to
12 IBM Planning Analytics: New Features
• Freeze panes
Previously, these options were available only from the widget toolbar.
Fix listTo view a list of known issues that were addressed for IBM Planning Analytics 2.0.0, see the fix list at:http://www.ibm.com/support/docview.wss?uid=swg27049229.
What's new in Planning Analytics 13
14 IBM Planning Analytics: New Features
Chapter 2. What's new in Planning AnalyticsWorkspace
New and updated features are continuously introduced in Planning Analytics Workspace to address youranalytic requirements.
The following sections provide brief descriptions of new and changed features, by date of introduction.
The new features described here always reflect the full capabilities of Planning Analytics Workspace oncloud. Due to the non-concurrent release schedules for Planning Analytics Workspace Local and PlanningAnalytics Workspace on cloud, some features may not immediately be available to Planning AnalyticsWorkspace Local customers. For details, see Applicability of Planning Analytics Workspacedocumentation (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_prism_applicability_documentation.html).
2.0.32 - Feature updates, April 24, 2018IBM Planning Analytics Workspace was refreshed on April 24, 2018 to include the following new featuresand fixes.
Some new features are subject to enablement by your Planning Analytics Workspace administrator. If anew feature described here is not available in your environment, consult with your administrator.
Fix lists
To see the fix list, go to http://www-01.ibm.com/support/docview.wss?uid=swg27049597.
Enhanced copy and paste
A number of improvements have been made to copy and paste:
• You can copy and paste rows and columns.• You can copy large selections of cells, greater than 60 rows by 30 columns.• You can copy a single cell into multiple target cells or you can repeat it across a range of cells.• You can copy a range of cells into a larger range of cells, repeating the source range of cells.
To find out more, see Copy and paste (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_copy_paste.html).
Word wrap options in column and row headers
You can set word wrap options in column and row headers. Column headers have word wrap on by defaultand row headers have word wrap off. You can change these settings, and turn on the word break option by
right-clicking the column selector or row selector , selecting Wordwrapping, and choosing one of the options.
© Copyright IBM Corp. 2009, 2018 15
To find out more, see Set word wrap options in row and column headers (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_word_wrap.html).
Improvements to the security editor
You can now set the security for entire rows or columns. You can also select the security settings forindividual cells or a range of non-contiguous cells from a menu. When typing the security settings, you canuse autocomplete.
To find out more, see Manage security for cubes, members, and processes (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_security_editor.html) or Manage dimension member security (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_member_security.html).
Create and manage IBM Secure Gateway from Planning Analytics Administration
Planning Analytics Workspace administrators can now create and manage Secure Gateway directly fromthe Planning Analytics Administration page. This capability, which was previously available only to Betaparticipants, is now available to all administrators.
Secure Gateway lets you create a secure connection between your on-cloud Planning AnalyticsWorkspace environment and your on-premises data sources.
Planning Analytics commonly contains source data representing summarized transaction data from ERPsystems. These source systems are typically relational and accessed via ODBC using TurboIntegrator. TheSecure Gateway allows your Planning Analytics components to interact seamlessly and securely with youron-premises ODBC data sources.
You must create a Secure Gateway if you want to access ODBC data sources on-premises usingTurboIntegrator. This is useful for importing data, exporting data to the ODBC source, and drilling throughto transactional data.
To find out more, see Administer Secure Gateway (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_administer_secure_gateway.html).
Process editor enhancements
The user interface for defining a data source in the TurboIntegrator process editor has been updated. As aresult, the procedures for defining data sources have changed slightly.
To find out more about defining data sources in the process editor, see Define a data source (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_define_ti_data_source.html).
TM1 Operations Console deprecation
TM1 Operations Console is scheduled for deprecation. You can use IBM Planning Analytics Administrationto perform monitoring tasks in Planning Analytics Workspace Local.
Note: You might incur concurrency issues if you use TM1 Operations Console and Planning AnalyticsAdministration simultaneously. Using Planning Analytics Administration is recommended.
To learn more, see Monitor and administer databases (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_administer_servers.html)..
16 IBM Planning Analytics: New Features
Add multiple users to IBM Planning Analytics Workspace Local
You can create a list of users in a CSV file and import it into Planning Analytics Workspace Local.
For more information, see Add users(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_prism_administer_new.html).
2.0.31 - Feature updates, March 23, 2018IBM Planning Analytics Workspace was refreshed on March 23, 2018 to include the following newfeatures and fixes.
Some new features are subject to enablement by your Planning Analytics Workspace administrator. If anew feature described here is not available in your environment, consult with your administrator.
Fix lists
To see the fix list, go to http://www-01.ibm.com/support/docview.wss?uid=swg27049597.
Compare sandboxes
You can create personal scenarios in sandboxes that you can view side-by-side so that you can compareand calculate the difference between scenarios.
For example, you can display a Best case sandbox, and a Worst case sandbox next to each other in nestedcolumns, and then calculate the variance, as shown in the following example.
Note: You can use this functionality only if IBM Planning Analytics 2.0.4 is deployed in your organization,and EnableSandboxDimension=T is in the tm1s.cfg file.
To find out more, see Compare sandboxes (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_comp_sandbox.html).
Create a time dimension
You can now quickly create a dimension that is customized as a time dimension.
To find out more, see Create a time dimension (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_time_dimension.html).
What's new in Planning Analytics Workspace 17
Translated captions for views, sets, and processes are displayed
If views, sets, and processes, have translated captions, these captions can now be displayed. This optionis available only if your organisation has deployed IBM Planning Analytics version 2.0.4 or later. This is inaddition to translated captions for dimensions, members, and cubes, which can be displayed in earlierversions.
You create translated values by adding a caption attribute for an object, and then by assigning captionvalues for every language that you want to make available. You add caption attributes and caption valuesby creating TurboIntegrator processes.
Planning Analytics Workspace uses the browser language setting to determine which language to display,so a user can view cubes, views, dimensions, and so on, in their own language without needing anyadditional configuration.
To find out more, see Translate a model (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_translate.html).
Import dimension members and attributes
You can import attributes along with dimension members by dragging and dropping a formatted text fileonto an empty dimension or hierarchy in the dimension editor.
Note: This functionality is not currently available in IBM Planning Analytics Workspace Local.
To find out more, see Drag and drop files to add dimension members (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_drag_and_drop_files_to_create_members.html).
Process editor improvements
When using a dimension set as a process data source, you can now define a new set directly from theprocess editor if an appropriate set does not already exist.
To find out more, see Define a dimension set data source (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_ti_define_dimension_set_data_source.html).
User administration
You can change the role for multiple existing users at one time in user administration. For moreinformation, see Administer users (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_administer_users.html).
Create and manage IBM Secure Gateway from Planning Analytics Administration
Planning Analytics Workspace administrators can now create and manage Secure Gateway directly fromthe Planning Analytics Administration page. This is a beta feature in Planning Analytics Workspace 2.0.31and is available only in non-production environments.
Important: Only those customers who request access can try the Secure Gateway beta functionalityavailable in Planning Analytics Administration. To learn more, contact [email protected].
Note: The IBM Planning Analytics Control page (sometimes referred to as the Control command) remainsavailable as a way to create and manage Secure Gateway during this beta phase.
Secure Gateway lets you create a secure connection between your on-cloud Planning AnalyticsWorkspace environment and your on-premises data sources.
18 IBM Planning Analytics: New Features
Planning Analytics commonly contains source data representing summarized transaction data from ERPsystems. These source systems are typically relational and accessed via ODBC using TurboIntegrator. TheSecure Gateway allows your Planning Analytics components to interact seamlessly and securely with youron-premises ODBC data sources.
You must create a Secure Gateway if you want to access ODBC data sources on-premises usingTurboIntegrator. This is useful for importing data, exporting data to the ODBC source, and drilling throughto transactional data.
To find out more, see Administer Secure Gateway (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_administer_secure_gateway.html).
Control page deprecation
The IBM Planning Analytics Control page (sometimes referred to as the Control command) in the PlanningAnalytics Cloud Service will be deprecated soon. Equivalent functionality is available in Planning AnalyticsAdministration.
Note: While it is possible to use both the Control page and Planning Analytics Administration to manageyour databases, you might experience concurrency issues if you use both interfaces simultaneously.
To learn more about administering databases in Planning Analytics Administration, see Monitor andadminister databases (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_administer_servers.html).
2.0.30 - Feature updates, January 19, 2018IBM Planning Analytics Workspace was refreshed on January 19, 2018 to include the following newfeatures and fixes.
Some new features are subject to enablement by your Planning Analytics Workspace administrator. If anew feature described here is not available in your environment, consult with your administrator.
Fix lists
To see the fix list, go to http://www-01.ibm.com/support/docview.wss?uid=swg27049597.
Enable and disable individual features
When new features are initially introduced in Planning Analytics Workspace, administrators can managethe availability of the features in their environment.
New features that are subject to management by administrators are disabled by default. For a temporaryperiod, an administrator can enable these features. However, all such features have a designated future'Enablement Release' (approximately 3 months after initial release). When the Enablement Release isinstalled, a feature is permanently enabled and is no longer subject to management by an administrator.
To find out more about managing new features, see Managing features (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_managing_features.html).
What's new in Planning Analytics Workspace 19
Import data into cubes by dragging and dropping a text file
Modelers can now import data into cubes by dragging and dropping a text file into the cube. The text filecan be formatted comma-separated (.csv) or with any other standard delimiter such as a colon (:), semi-colon (;), tab, pipe(|), or caret(^).
Note: Drag and drop is not currently available in IBM Planning Analytics Workspace Local.
To find out more, see Import data into a cube (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_import_data_cube.html).
Create a dimension with parent-child relationships by dragging and dropping a file
You can now create parent-child relationships in a dimension by dragging and dropping a formatted fileonto the dimension editor. You can also create flat dimensions (leaf only) in the same manner.
You can import data in a text file format, such as comma-separated (CSV) or with any other standarddelimiter such as tab, space, semicolon, colon, vertical line, or caret (^).
You can drag and drop only one file onto the dimension editor (previously, you could drop multiple filesonto the dimension editor at the same time).
Note: Drag and drop is not currently available in IBM Planning Analytics Workspace Local.
To find out more, see Drag and drop files to add dimension members (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_drag_and_drop_files_to_create_members.html).
Add pop-up text to books
You can add explanations and guidance to books in a pop-up text box. Add a shape, an image, or sometext to the sheet and then format it so that a pop-up text box appears when the shape, image, or text isclicked. To find out more, see Add instructions to books (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_instructions.html)..
Cancel the loading of views that are taking a long time to load
You can cancel the loading of views that take more than 15 seconds to load. A view might take a long timeto load if it has a large data set. Canceling is useful if you have several views on one sheet, and someviews load quicker than others. If you cancel the loading of views that are taking time to load, just thedimension bar of the canceled view is loaded. You can then work in the loaded views and refresh theunloaded view later.
Download Planning Analytics for Microsoft Excel directly from Planning Analytics Administration
You can now download and install Planning Analytics for Microsoft Excel from the Planning AnalyticsMonitoring dashboard.
For more information, see Download additional components (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_download_additional_components.html).
Process editor improvements
The process editor now includes the ability to define files as data sources.
20 IBM Planning Analytics: New Features
To find out more about defining data sources in the process editor, see Define a data source (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_define_ti_data_source.html).
General availability of Lifecycle Management
Lifecycle Management completed its beta phase and is now available to any qualified Planning AnalyticsWorkspace administrator. You can use Lifecycle Management to migrate any assets that you havepermission to view from a source environment to a target environment.
To create and manage snapshots, see Getting started (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_workflow.html).
On the Lifecycle Management home page, you can configure the mapping of a database in your sourceenvironment to a database in your target environment so that you can migrate your assets faster. To learnmore, see Configure database mappings (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_configure_database_mappings.html).
On the Manage snapshots page, you can select a snapshot and then click Snapshot logs to view a list ofactions for a snapshot. To learn more, see View snapshot logs (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_view_activity.html).
Cognos TM1 Security modes 2 and 3 in IBM Planning Analytics Workspace Local
Planning Analytics Workspace Local now supports Integrated Windows Authentication (security mode 3).Security mode 2 allows a user choose between native security (security mode 1) and Integrated WindowsAuthentication when they log in. This feature will be available in IBM Planning Analytics Local v2.0 -Planning Analytics Workspace Release 30, which will be released after the cloud release.
SSO in IBM Planning Analytics Workspace Local
You can configure Planning Analytics Workspace Local to use single sign-on within Planning Analytics.This feature will be available in IBM Planning Analytics Local v2.0 - Planning Analytics Workspace Release30, which will be released after the cloud release.
2.0.29 - Feature updates, December 15, 2017IBM Planning Analytics Workspace was refreshed on December 15, 2017 to include the following newfeatures and fixes.
Fix listsTo see the fix list, go to: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
Manage security for cubes, dimensions, and processes
You can manage security settings for cubes, dimensions, and processes in the settings editor.
To find out more, see Manage security for cubes, members, and processes (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_security_editor.html).
What's new in Planning Analytics Workspace 21
Changes to dimension member security
By default, all groups that have access to the database have write access to the dimension members. Thefirst time that you open the security pane, a message is displayed: "Member security is presentlydisabled." If you enable security for dimension members, the default access is removed, and you must setthe permissions to whatever access that the user groups require.
To find out more, see Manage dimension member security (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_member_security.html).
General availability of Planning Analytics Administration
Planning Analytics Administration has completed its beta phase and is now available to any qualifiedPlanning Analytics Workspace user as of January 9, 2018. You can use Planning Analytics Administrationto administer databases, monitor database performance, and monitor system performance.
To find out more about Planning Analytics Administration, see Monitor and administer databases (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_administer_servers.html)
Edit properties and attributes for cubes and dimensions
You can view and edit properties and attributes for cubes and dimensions in the settings editor.
To find out more, see Manage cube settings (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_cube_settings.html).
and
Manage dimension settings (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_dimension_properties.html).
Improvements to member ID, Caption ID, and alias selection in the set editor
You can now choose to display in a view either the Member ID, the Caption, or an Alias. You do this in theset editor.
To find out more, see Create or edit sets (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_create_sets.html), and Captions(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_caption.html).
Improvements to searching in the set editor
You can now use Starts with and Ends with searches in the set editor. This is particularly helpful whenyou search for account or product numbers in a set.
To find out more, see Search for members in a set (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_tm1_prism_searching_for_members.html)
22 IBM Planning Analytics: New Features
Improvements to visualizations
Values that are formatted as percentages display as percentages in charts. This works even when theAbbreviated Numbers setting is used. In addition, locale is respected. For example, if the locale of thebrowser is set to French, the chart will display the correct decimal indicator, such as a comma.
To find out more about visualizations, see Visualizations (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_visualizations_in_paw.html)
Process editor improvements
The process editor now includes the ability to define cube views and dimension sets as data sources.
To find out more about defining data sources in the process editor, see Define a data source (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_define_ti_data_source.html)
Lifecycle Management BETA complete
Beta testing of Lifecycle Management is now complete. Stayed tuned for general availability in a futurerelease.
2.0.28 - Feature updates, November 17, 2017IBM Planning Analytics Workspace was refreshed on November 17, 2017 to include the following newfeatures and fixes.
Fix ListTo see the fix list, go to: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
Add comments to cells
You can add comments to cells. You can view comments that were added in IBM Planning Analytics forMicrosoft Excel and in TM1 Web.
Note: You can use this functionality only if IBM Planning Analytics 2.0.3 is deployed in your organization.
To find out more, see Comments (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_comments.html).
Hide sheet titles
You can choose to show or hide the sheet titles on the screen to make more space. To find out more, seeSet dashboard properties (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_dashboard_properties.html).
2.0.27 - Feature updates, October 20, 2017IBM Planning Analytics Workspace was refreshed on October 20, 2017 to include the following newfeatures.
What's new in Planning Analytics Workspace 23
Improvements to Lifecycle Management
On the Lifecycle Management home page, you can view a dynamic bar chart of snapshot migration actionsby date. The home page also lists the most recent migration actions for the last 7 or 30 days. To learnmore, see Getting started (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_workflow.html).
You can now create a snapshot and export it to your file system in one step. To learn more, see Save andexport a snapshot (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_migration_save_and_export.html).
Spread data from consolidated calculated cells
You can now type a value in TM1 rule derived consolidated cells that have numeric values.
This means that you can perform spreading actions by typing into a consolidated cell that is the target of arule.
For this feature to be enabled, the Consolidation TypeIn Spreading, and Allow Spreading capabilitiesmust be set to Grant by your administrator.
Improvements to Planning Analytics Administration
Improvements to Planning Analytics Administration include the following:
• You can now configure alerts for multiple databases simultaneously. Additionally, you can enable alertswhen database health reaches a Critical state. You can also enable alerts when system disk, CPU, ormemory usage attains a Critical state. For more information, see Configure alerts (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_configure_alerts_server_admin_settings.html).
• More database parameters can now be set on the Database configuration page. For a complete list ofthe parameters that can be set, and instructions, see Set database configuration parameters (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_configure_database_server_admin_settings.html).
Text customization in the rules editor and process editor
You can now customize the font and size of text in the rules editor and the process editor. In the ruleseditor, customization applies to all statements in the editor. In the process editor, customization appliesto the text in the Script tab.
To customize text in either editor, click , then click Change Font.
Trace cell values
If a cell value is derived through consolidation or rules, you can review the underlying values thatcontribute to the consolidation or the rules that define the cell value. Note that this option is available onlyfor cells in cubes that reside on a IBM Planning Analytics TM1 database version 2.0.3 or later.
For a complete description, see Trace cells (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_trace_cells.html).
24 IBM Planning Analytics: New Features
2.0.26 - Feature updates, October 6, 2017IBM Planning Analytics Workspace was refreshed on October 6, 2017 to include the following newfeatures.
The conditional formatting editor is accessible
You can work in the conditional formatting editor using the keyboard.
To find out more, see Use the keyboard to work with conditional formatting (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_cond_accessibility.html).
Export a cube view to a Microsoft Excel worksheet
You can export a cube view to a Microsoft Excel worksheet.
To find out more, see Export to Excel (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_excel.html).
Process editor improvements
The process editor includes a function icon . You can click this icon to insert a TurboIntegrator functioninto a process.
The process editor also includes options to enable/disable line wrapping and to view a list of shortcut
keys. Click on the process editor to access both of these capabilities.
To find out more about the process editor, see Use the process editor (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/r_paw_use_the_process_editor.html)
Improved charting on the database activity report
The chart on the database activity report more clearly shows the number and state of threads on yourdatabase, and the number of users.
To find out more about the database activity report, see Monitor and manage database activity (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_monitor_server_health.html)
Download multiple database log files
You can now search and sort the database log files that are available for your database, and you candownload multiple database log files in to a single .zip file.
For full details, see Download database log files (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_download_database_logs.html)
What's new in Planning Analytics Workspace 25
2.0.25 - Feature updates, September 12, 2017IBM Planning Analytics Workspace was refreshed on September 12, 2017 to include the following newfeatures.
Filter by sets in the dimension editor
You can filter the dimension member list by sets in the dimension editor.
To find out more, see Find and filter members in the dimension editor (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_view_members.html).
Add members to a new dimension by dropping a .csv file onto the dimension editor
You can add members to a new dimension by dragging and dropping a .csv file onto the dimension editor.The first column in the .csv file is imported into the dimension editor as a flat list. You can drop a .csv fileonly on an empty dimension editor.
To find out more, see Add members to a dimension (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_add_members_to_dimensions.html).
Dimensions are added to columns, rows, and context when a view is created
Previously, when a new view was created by right-clicking a cube in the tree and selecting Add new view,a view was created and all of the dimensions were added to the bench. Now, the dimensions are added tothe columns, rows, and to the context area. The last dimension in the cube is added to the columns, thesecond to last dimension is added to the rows, and all other dimensions are added to the context area.
To find out more, see Create a view (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_tm1_prism_creating_a_new_view.html).
The set editor is accessible
You can work in the set editor by using the keyboard.
To find out more, see Use the keyboard to work in the set editor (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_access_set.html).
Improvements to Lifecycle Management
In Lifecycle Management, when you navigate to the Create snapshot page, you can filter your assets bysub folders in your workspace. To learn more, see Filter to find assets (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_migration_filter_and_search.html).
If your assets map directly to your target environment, you can migrate your assets quickly by skippingthe review process and the validation step. To learn more, see Add assets to your cart (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_add_assets_to_cart.html).
26 IBM Planning Analytics: New Features
If the database for your assets doesn't exist in your target environment or you want to move assets toanother database in the target environment, you can see the list of available target databases when youvalidate your snapshot. To learn more, see Correct errors and validate (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_validate_and_save_snapshot.html).
Improvements to the Planning Analytics Monitoring dashboard
You can now view the status of system memory, CPU, and disk usage directly on the Planning AnalyticsMonitoring dashboard.
Gauges on the dashboard show the percentage of each resource that is currently being used and thegauge bar appears in different colors to alert you to the status of the resource: green for safe, yellow forconcern, and red for critical. You can configure threshold settings that define the status for each systemresource.
To find out more about the Planning Analytics Monitoring dashboard, see .Monitor and administerdatabases (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_administer_servers.html).
For details on configuring threshold settings, see Configure thresholds (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_configure_threshold_server_admin_settings.html).
Improvements to the Planning Analytics Monitoring database activity report
The database activity report now shows the number of connected users and the average number ofconnections per user, along with database usage metrics. Additionally, the style of the report has beenmodified and you can now download database logs directly from the database activity report.
For details on database activity reports, see Monitor and manage database activity (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_monitor_server_health.html).
Improvements to the Rules Editor
The Rules Editor includes a function icon - . You can click this icon to insert a rules function into yourbusiness rules.
For details on using this and other Rules Editor features, see Use the Rules Editor (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_use_rules_editor.html).
What's new in Planning Analytics Workspace 27
2.0.24 - Feature updates, August 12, 2017IBM Planning Analytics Workspace was refreshed on August 12, 2017 to include the following newfeatures.
Improved set editor features for working with large dimensions
If you have a large dimension with multiple levels, the set editor has new capabilities to help you to findand work with members in different levels in the dimension hierarchy quickly.
The set editor now has the following capabilities:Select multiple members to keep
The Keep option shows only selected members and their descendants in the set editor.
A selection is created that replaces All members. You can search in this selection, and you can usethe selection to create a set.
Drill downTo drill down on more than one member, select the members, then right-click and select Drill down.Drill down shows the selected members and their children. This option creates a selection that can besearched in, or used to create a set.You can also double-click a member to drill down.
Expand to descendantsExpands one or more selected members and all of their descendants. You can also collapse one ormore expanded members.
Show all ancestors.Shows just the selected member and its ancestors. This option creates a selection.
To find out more, see Create or edit sets (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_create_sets.html).
Enhanced conditional formatting for cells
You can now apply conditional formatting to cells with text values. You can also highlight empty cells byusing conditional formatting. Conditional formatting is now saved when views are saved.
To find out more, see Conditional formats (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_conditional_formats.html).
28 IBM Planning Analytics: New Features
Cell values added to the canvas now reflect TM1 formatting
Cell values that are added to the canvas now reflect the formatting of the value in the cube view. Forexample, if the cell value is formatted with two decimal places, this format is reflected by the cell value onthe canvas unless the Abbreviate Numbers property is selected. You can also format the size and color ofthe value, and hide the label.
To find out more, see Add cell values to the canvas (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_cell_widget.html).
Show an alias instead of the dimension member name in the dimension editor
Modelers can show aliases instead of the dimension member in the dimension editor. You can selectwhich alias to view.
To find out more, see Create attributes (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_create_attribute.html).
Improvements to Lifecycle Management
In Lifecycle Management, when you navigate to the Create snapshot page, you can see the assets thatare available for migration only after you select filters and click Apply.
When you create a snapshot that contains a websheet, you can see in the filtered assets pane that you aremigrating an asset with a websheet. Websheets cannot be migrated with Lifecycle Management. Youmight need to manually move the websheet to the target environment.
Improvements to the TurboIntegrator Process Editor
You can validate a TurboIntegrator process independent of saving the process. This allows you totroubleshoot and modify a process before committing changes. To find out more, see Validate a process(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_validate_a_process.html).
You can create parameters that are passed into a process at run time. Parameter values are set when auser executes a process and answers prompts for the parameters you create. To find out more, see Createand edit process parameters (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_create_process_parameters.html).
Improvements to the Rules Editor
A wide range of shortcut keys are now available in the Rules Editor. You can use these keys to editstatements, find and replace text, and navigate through statements. To see a full listing of shortcut key
combinations directly in the Rules Editor, click , then click Display shortcut keys.
2.0.23 - Feature updates, July 14, 2017IBM Planning Analytics Workspace was refreshed on July 14, 2017 to include the following new features.
Conditional formatting for cells
Most financial analysis focuses on highlighting exceptions in rows or columns of data, and not the wholetable. With conditional formatting, you can highlight specific values or cells based on a set of conditionsthat you select.
What's new in Planning Analytics Workspace 29
Note: You cannot add conditional formatting on an Apple iPad.
To find out more, see Conditional formats (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_conditional_formats.html).
Choose how values are displayed by formatting members in dimensions
You can change the format of members in dimensions. You can choose to display members in a generalformat, or in date, time, currency, percentages, in scientific notation, or accounting format. You candetermine whether to display numbers with or without commas, you can determine how negative valuesare displayed, and you can define custom formats. To find out more, see Set the format ofmembers(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_format_member.html).
Drill through to more detailed data
You can click a cell in a cube view and drill through to detailed data in another view to get more detail orinformation about the selected cell. You can then place both views in the same sheet. To find out more,see Drill through to detailed data (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_drillthrough.html).
Filter on members in the dimension editor
You can now filter on a search phrase in the dimension editor, and you can switch from filtering tohighlighting a search phrase.
To find out more, see Find and filter on members in the dimension editor (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_view_members.html).
Improvements to Lifecycle Management
When you migrate an existing snapshot in Lifecycle Management, you can remove assets that areassociated with a specific database from your cart when you validate your snapshot migration.
Set TM1 database configuration parameters
You can now set database configuration parameters directly in Planning Analytics Administration. Theseconfiguration parameters determine the behavior of your TM1 databases.
To find out more, see Set database configuration parameters(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_configure_database_server_admin_settings.html).
Create, run, and edit TurboIntegrator processes
Planning Analytics Workspace now includes a TurboIntegrator process editor and the ability to runprocesses directly from the content tree. You can use the process editor to create new processes and editprocesses created in any other TM1 client.
To find out more, see TurboIntegrator processes (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_processes.html).
30 IBM Planning Analytics: New Features
2.0.22 - Feature updates, June 23, 2017IBM Planning Analytics Workspace was refreshed on June 23, 2017 to include the following new features.
Monitor and administer databases
Important: Planning Analytics Monitoring is available for beta testing. Currently, only those customerswho request access can try the Planning Analytics Monitoring functionality. To learn more, [email protected].
As an administrator, you can use Planning Analytics Monitoring to monitor the health of all your databasesfrom a single dashboard. You can also view detailed reports of threads running within an individualdatabase, set alert thresholds for various performance metrics, create email notifications of databasestatus, and administer individual databases.
To learn more, see Monitor and administer databases (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_paw_administer_servers.html).
Migrate assets
Important: Planning Analytics Lifecycle Management is available for beta testing. Currently, only thosecustomers who request access can view the Lifecycle Management tab. To learn more, [email protected].
If you are an administrator, you can migrate assets from a source environment (or tenant) in the cloud to atarget environment (or tenant) in the cloud from the Lifecycle Management tab on the Administrationpage in IBM Planning Analytics Workspace. An asset can be a book or a view.
To learn more, see Migrate assets (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/paw_asset_migration_overview.html).
Add clickable links in chats
When you add links to web pages in a chat, you can click the links to go to the web page. For example,type www.ibm.com into a chat, and the text becomes a link, colored blue. When you hover over the linkwith your mouse, it becomes underlined. You can then click the link to go to the web page. To find outmore, see Collaborating with chat (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_collaborating_with_chat.html).
Improved attribute editing
You can show and hide the Attributes type (text, number, alias) in the dimension editor header. To findout more, see Create attributes(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_create_attribute.html).
2.0.21 - Feature updates, June 2, 2017IBM Planning Analytics Workspace was refreshed on June 2, 2017 to include the following new features.
What's new in Planning Analytics Workspace 31
Support for Microsoft Windows Server 2016
IBM Planning Analytics Workspace local can now be installed on Microsoft Windows Server 2016. Theinstallation package is available on Fix central (https://www.ibm.com/support/fixcentral/).
To find out more, see Planning Analytics Workspace installation overview (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_inst.2.0.0.doc/c_paw_install_workflow.html).
Reserving dimensions
When you are creating or editing a dimension, you can reserve the dimension to prevent other people
from editing the dimension before your changes are complete. In the dimension editor, click besidethe dimension tile, and select Reserve. To find out more, see Reserve a dimension (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_reserve_dim.html).
Rolling back data entriesYou can now roll back data entries. Rolling back data entries is useful if you enter data into a cell, whichtriggers data spreading across a range of cells and you realize that you made the wrong change. You canroll back to the previous data entry value, which reverses the data spreading. To find out more, see Rollback data entry (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_rollback_data_entry.html).
Rules Editor enhancements
Enhancements to the Rules Editor allow you to quickly create accurate rules statements. You can dragand drop dimensions, hierarchies, and members directly into the Rules Editor from the content tree. Youcan also use auto-completion to find and insert object reference and rules function into the Rules Editor.
For details, see Use the Rules Editor (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_use_rules_editor.html).
2.0.20 - Feature updates, May 13, 2017IBM Planning Analytics Workspace was refreshed on May 13, 2017 to include the following new feature.
Finding members in the dimension editor
Modelers can easily find members in the dimension editor. Previously, the search function just filtereddown the list. Now, when you enter a phrase in the Find member field, the dimension member listremains open, and you can cycle through all of the members that contain the find term. To find out more,see Find or filter on members in the dimension editor (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_view_members.html).
2.0.19 - Feature updates, April 29, 2017IBM Planning Analytics Workspace was refreshed on April 29, 2017 to include the following new features.
Showing dimension attributes in tables
You can now show dimension attributes in tables. Attributes help to explain or describe a member. Thisexample shows car models with an attribute, CustomerTarget, displayed.
32 IBM Planning Analytics: New Features
To find out more, see Show attributes (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_show_attributes.html).
Improvements to the usability of the dimension editor
If there are no members in a dimension, visual indicators show you how to add members, and functionsthat you can't use are disabled.
To find out more, see Create a dimension (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_create_dimension.html).
Online help enhancements for Planning Analytics Workspace on cloud
The integrated help system in Planning Analytics Workspace on cloud now includes collaborative andorganizational capabilities. You can use the new features in the help system to:
• Comment on topics• Rate topics• View your topic and search history
What's new in Planning Analytics Workspace 33
• View the top topics and searches based on the actions of other users• View the topics of most interest to other user that are similar to you• Quickly access video content
To learn more, see Cloud-specific features of the integrated help system (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/c_prism_help_features_cloud.html).
2.0.18 - Feature updates, April 8, 2017IBM Planning Analytics Workspace was refreshed on April 08, 2017 to include the following new features.
• You can filter to show only the top or bottom members in a view, as described in Filter on top or bottommembers (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_top_bottom.html).
• You can select a new, report table theme with row shading and default borders removed, and atransparent background. The transparent background means you can apply a background color to thewhole view. You can also configure exploration features, such as disabling row and column headingindents, hiding expand and collapse icons, removing the color for read-only cells (colored grey), andcalculated cells (colored green). To find out more, see Set cube view properties (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_setting_cube_view_properties.html).
• You can create and edit cube rules from the content tree. For details, see Create and edit rules (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_create_and_edit_rules.html).
• A full range of data spreading options is available to simplify data entry. See Apply data spreading(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_using_data_spreading.html).
34 IBM Planning Analytics: New Features
Chapter 3. What's new in IBM Planning Analytics forMicrosoft Excel
There are new features in IBM Planning Analytics for Microsoft Excel. For more information, see the IBMPlanning Analytics for Microsoft Excel documentation on the IBM Knowledge Center (http://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0).
2.0.32 - Feature updates, April 24, 2018IBM Planning Analytics for Microsoft Excel was refreshed on April 24, 2018 to include the followingfeatures and bug fixes.
New API functions for Planning Analytics for Microsoft ExcelCreate
Create generates an Custom Report based on the host system URL, server name, cube name, andview name. To learn more, see Create (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/r_coc_dsk_customreports_create.html).
CreateFromMDXCreateFromMDX generates a Custom Report based on a host system URL, server name, and MDXstring. To learn more, see CreateFromMDX (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/r_coc_sdk_customreports_createfrommdx.html).
To see the fix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
2.0.31 - Feature updates, March 19, 2018IBM Planning Analytics for Microsoft Excel was refreshed on March 19, 2018 to include the followingfeatures and bug fixes.
Caption names for views, sets, and Turbo Integrator processes can now be displayed in PlanningAnalytics for Microsoft Excel
If your views, sets, and Turbo Integrator processes have caption names (including localized captionnames), these can now be displayed in Planning Analytics for Microsoft Excel. For localized captionnames, ensure that models are localized in the IBM Planning Analytics TM1 database.
New API functions for Planning Analytics for Microsoft ExcelGetSpecification
Use the GetSpecification API call to return the MDX string that is used to build the currentExploration View. To learn more, see GetSpecification (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/r_coc_sdk_explorations_getspecification.html).
CreateCreate generates an Dynamic Report based on the host system URL, server name, cube name, andview name. To learn more, see Create (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/r_coc_sdk_dynamicreports_create.html).
© Copyright IBM Corp. 2009, 2018 35
CreateFromMDXCreateFromMDX generates a Dynamic Report based on a host system URL, server name, and MDXstring. To learn more, see CreateFromMDX (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/r_coc_sdk_dynamicreports_createfrommdx.html).
GetMDXUse the GetMDX API call to return the MDX for theDynamic Report row. To learn more, see GetMDX(https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/r_coc_sdk_dynamicreports_getmdx.html).
FormatAreaVisibleUse the FormatAreaVisible API call to show and hide the formatting area in a Dynamic Report. Tolearn more, see FormatAreaVisible (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/r_coc_sdk_dynamicreports_formatareavisible.html).
To see the fix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
2.0.30 - Feature updates, January 30, 2018IBM Planning Analytics for Microsoft Excel was refreshed on January 30, 2018 to include the followingfeatures:
Drill through to more detailed data
If the cube that you are working on contains drill processes or drill assignment rules, you can drill throughcertain cells to detailed data. To find out more, see Drill through to detailed data (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/t_pax_drill_through.html).
Download Planning Analytics for Microsoft Excel directly from Planning Analytics Administration
You can now download and install Planning Analytics for Microsoft Excel from the Planning AnalyticsAdministration Configuration settings page. The three most recent versions of Planning Analytics forMicrosoft Excel are available for download.
For more details, see Download additional components (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_prism_gs.2.0.0.doc/t_paw_download_additional_components.html).
View Statements added to Custom Reports by default
When creating a Custom Report from a view, a View Statement is now added by default. The ViewStatement improves the speed of TM1 Web and IBM Planning Analytics Workspace when opening aCustom Report as a published web sheet.
Fix ListTo see the fix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
2.0.29 - Feature updates, December 18, 2017IBM Planning Analytics for Microsoft Excel was refreshed on December 18, 2017 to include bug fixes.Tosee the fix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
36 IBM Planning Analytics: New Features
2.0.28 - Feature updates, November 23, 2017IBM Planning Analytics for Microsoft Excel was refreshed on November 23, 2017 to include the followingnew feature and bug fixes.
Planning Analytics for Microsoft Excel now delays the creating of hidden sheets
The Planning Analytics for Microsoft Excel add-in now delays the creation of hidden sheets when a book isopened or created. Hidden sheets are now only created when a user opens or creates a Planning Analyticsfor Microsoft Excel book.
Fix ListTo see the fix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
2.0.26 - Feature updates, October 24, 2017IBM Planning Analytics for Microsoft Excel was refreshed on October 24, 2017 to include the followingnew features.
IBM Cognos Analytics is supported in Planning Analytics for Microsoft Excel
Create explorations using IBM Cognos Analytics data to analyze company data and help make effectivebusiness decisions.
To find out more, see Explore Cognos Analytics data (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/c_cor_ca_reports.html).
Create Exploration Views and lists using Cognos Analytics data
Create explorations using IBM Cognos Analytics data to analyze company data and help makeeffective business decisions. Simply select a Cognos Analytics package and choose items from thatpackage to place in the rows and columns of the Microsoft Excel worksheet.
What's new in IBM Planning Analytics for Microsoft Excel 37
To find out more, see Exploration Views and lists (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/c_cor_exploration_lists.html).
Create Custom Reports using Cognos Analytics data
To take full advantage of the features that Microsoft Excel offers when you work with IBM CognosAnalytics data, you can convert an Exploration View to a Custom Report or drag items directly to thecells of a worksheet.
38 IBM Planning Analytics: New Features
To find out more, see https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/c_ug_cxr_presenting_data.html (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/c_ug_cxr_presenting_data.html).
Design Mode
Design Mode is a feature for Exploration Views, which enables and disables the refreshing of anExploration View upon every change. To find out more, see Refresh data (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/t_ug_cxr_refreshingdataincafeworkbooks.html).
Updated login for reports containing TM1 formulas
Opening reports containing TM1 formulas will no longer prompt users to login. Users may now login afteropening a report containing TM1 formulas by clicking the Connect icon or from the task pane.
Show and hide format areas for Dynamic Reports
You can now easily show and hide format areas for Dynamic Reports from the IBM Planning Analyticsribbon.
What's new in IBM Planning Analytics for Microsoft Excel 39
To find out more, see Report format (https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/c_ug_cxr_format_active_form.html).
Fix List
To see the fix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597.
2.0.23 - Feature updates, July 21, 2017IBM Planning Analytics for Microsoft Excel was refreshed on July 21, 2017 to include bug fixes.To see thefix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
2.0.22 - Feature updates, June 23, 2017IBM Planning Analytics for Microsoft Excel was refreshed on June 23, 2017 to include bug fixes.To see thefix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
2.0.21 - Feature updates, June 2, 2017IBM Planning Analytics for Microsoft Excel was refreshed on June 2, 2017 to include bug fixes.To see thefix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597#20r21.
2.0.20 - Feature updates, May 13, 2017IBM Planning Analytics for Microsoft Excel was refreshed on May 13, 2017 to include bug fixes.To see thefix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
2.0.18 - Feature updates, April 8, 2017IBM Planning Analytics for Microsoft Excel was refreshed on April 8, 2017 to include bug fixes.To see thefix list, click here: http://www-01.ibm.com/support/docview.wss?uid=swg27049597
2.0.0 - Feature updates, December 16, 2016IBM Planning Analytics for Microsoft Excel was refreshed on December 16, 2016 to include the followingnew features.
New branding, look and feel
IBM Cognos Analysis for Microsoft Excel has been rebranded as IBM Planning Analytics for MicrosoftExcel to reflect a close relationship with IBM Planning Analytics Workspace. This includes the adoption ofthe IBM Planning Analytics Workspace set editor and cube viewer functionality.
The following features have also been rebranded:
Terms in IBM Cognos Analysis for Microsoft Excel Terms in IBM Planning Analytics for MicrosoftExcel
Crosstabs Exploration Views
Flex Views Quick Reports
Formulas Custom Reports
40 IBM Planning Analytics: New Features
Terms in IBM Cognos Analysis for Microsoft Excel Terms in IBM Planning Analytics for MicrosoftExcel
Static Snapshot
The toolbar and icons have also been given a makeover so that the functions that you use the most aremore clearly accessible to you. The new look and feel also gives greater consistency with other IBMPlanning Analytics products.
Changed task pane
The IBM Cognos Analysis pane has been redesigned and renamed to the IBM task pane.
There are now two tabs, the first tab contains the data source tree. The source tree displays the cubes,views, dimensions, levels, sets and other related objects from the TM1 server. You use the data in thesource tree to create Exploration Views and reports.
The second tab is the Workbook tab. This contains the Dynamic Reports, Exploration Views, Actionbuttons and Quick reports that have been created. You can perform actions such as convert theExploration View or report to a snapshot, set properties, clear and refresh data.
Improved support of IBM Cognos TM1 Perspectives featuresDynamic reports
You can now create and work with Dynamic Reports in IBM Planning Analytics for Microsoft Excel.Dynamic reports were called Active forms in Cognos TM1 Perspectives. Dynamic Reports enable youto combine TM1 functionality with Microsoft Excel features and offer dynamic formatting.
Worksheet functions
The following worksheet functions are now available:
• TM1ELLIST: returns a set of element values from a TM1 model by using a single formula.• TM1GLOBALSANDBOX: returns the current global active sandbox that was selected from the
toolbar.• TM1INFO: returns information about the current TM1 version and client.• TM1PRIMARYDB: returns the primary TM1 server name that the user is authenticated through, even
if the user is implicitly logged into multiple TM1 servers.
Action buttons
Action buttons were introduced in the cloud-only release of IBM Cognos Analysis for Microsoft Excelversion 10.3. With this release, you can upgrade TM1 Perspectives Action buttons in the Optionsscreen.
Shared components with IBM Planning Analytics WorkspaceSet editor
IBM Planning Analytics for Microsoft Excel now uses the same set editor as used in IBM PlanningAnalytics Workspace.
Cube viewer
Using the cube viewer, you can have multiple cube views open at the same time. You can also createExploration Views, Quick Reports, Dynamic Reports or Custom Reports from cube views.
You can work with data using the cube viewer rather than the Microsoft Excel grid.
What's new in IBM Planning Analytics for Microsoft Excel 41
Support for multiple hierarchiesExploration Views and Quick Reports can display more than one hierarchy in a dimension.
Note: Hierarchies can be viewed in IBM Planning Analytics for Microsoft Excel, however, you cannotcreate hierarchies in IBM Planning Analytics for Microsoft Excel, you can create hierarchies in PlanningAnalytics Workspace, or by using TurboIntegrator processes or TM1 REST API. For more information, seethe the IBM Knowledge Center (http://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0).
Support for security authentication modes
IBM Planning Analytics for Microsoft Excel supports security authentication modes 1, 2, 3, 4, 5. Previousversions supported modes 1 and 5. For information about configuring security, see Planning AnalyticsInstallation and Configuration documentation.
Forms based authentication (FBAC) is no longer supported for IBM Planning Analytics servers in IBMPlanning Analytics for Microsoft Excel.
Quick Reports available in Cognos TM1 Web and IBM Planning Analytics Workspace
You can publish Quick Reports to a TM1 Server and they are available as live websheets in Cognos TM1Web and IBM Planning Analytics Workspace. Live websheets maintain their connections to the TM1server. If the data on the server changes, the websheets reflects the change.
Add new connections from the Connect button
You can now add new connections to servers directly from the Connect button on the IBM PlanningAnalytics tab.
New API functions
This version adds new support and documentation for exploration, Quick Report, and Dynamic ReportApplication Programming Interface (API) functions.
New settings in the Options screen
You can set more options in the Options screen instead of updating the configuration file manually.
The additional generic options that you can set are:
Default expand directionYou can now set the default expand direction when you double click.
Auto spread consolidated inputYou can automatically convert values entered in consolidated cells into proportional spreadoperations.
Prompt for uncommitted changesYou can enable a confirmation prompt which appears before a refresh is performed.
The additional options for Exploration or list settings are:
Expand with double-clickYou now have the option to expand consolidated members by double clicking on them.
42 IBM Planning Analytics: New Features
Allow sum on context dropdown
You can now enable a 'Sum' button in the context dimension drop down. This feature allows you toeasily select all of the items in the dimension drop down.
Context member dropdown limitYou can define the number of members shown when expanding a context drop down.
The additional options for Quick report settings are:
Use level based indentsYou can enable level based indentation in Quick Reports.
Formula writeback is enabled by default
You no longer need to manually enable formula writeback. This feature is now enabled by default.
What's new in IBM Planning Analytics for Microsoft Excel 43
44 IBM Planning Analytics: New Features
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48 IBM Planning Analytics: New Features
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