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Best Practices for Transitioning from Legacy TM1 Components to IBM Planning Analytics

By SAMI EL CHEIKH posted Tue April 23, 2024 03:25 PM

  

In preparation of migrating your content to Planning Analytics modern interfaces like Planning Analytics for Excel and Planning Analytics Workspace, please keep the following guidelines in mind:

  1. To run Perspectives reports in our modern interfaces, ensure that Planning Analytics Workspace is running, the connection URL is the Workspace URL and that Perspectives has been disabled or uninstalled.

  2. We recommend utilizing 64-bit Excel as a foundation for the Planning Analytics for Excel add-in for memory and performance optimization.

  3. In the Excel settings, “Optimize for Compatibility” as referenced here.

  4. Get onto the latest versions of Planning Analytics for Excel, Planning Analytics Workspace and TM1 Server.

  5. If your Perspectives reports have action buttons, upgrade them in the Options screen in Perspectives under “Action Button Settings”.

Below is a list of task/feature comparisons between IBM Planning Analytics legacy components such as Perspectives and TM1 Architect.

Task/Feature

Legacy Planning Analytics

Modern Planning Analytics

Documentation

Classic Slice

Classic slice in Perspectives

Custom Reports in PAfE

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=data-create-custom-report

Active Form

Active form in Perspectives

Dynamic report in PAfE

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=data-dynamic-reports

Citrix

Required for WAN (Wide Area Networks)

Not Required

UDC

Subset consolidations only

Define Calculations (may or may not be a consolidation)

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=functions-definecalc

Print report

Print Report in Perspectives

Planning Analytics Workspace (Roadmap)

 Exporting workspaces to PDF files - IBM Documentation

Relative proportional spread

Yes in Perspectives

Yes for Universal Reports

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=data-universal-reports

Undo Action

Yes in Perspectives

Gesture undo-redo in exploration reports

Transactional undo/redo not yet supported in pop-up cube viewer in PAfE (roadmap).

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=data-exploration-views-lists

Holds in formula reports

Yes in Perspectives

Limited cell by cell control

Writeback on DBRA

Yes in Perspectives

Not yet supported. On Roadmap for hierarchy functions.

Modeling

Perspectives/Architect

Modeling Workbench

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=workspace-model-in-planning-analytics

VBA

Perspectives VBA API and TM1 API

PAfE VBA API and TM1 REST API

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=excel-planning-analytics-microsoft-api

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=analytics-tm1-rest-api

Installer

Requires Perspectives installer

PAfE is a self-contained file

Refresh

Perspectives refreshes on writeback

PAfE doesn’t refresh on writeback by default

PAfE can duplicate Perspectives behavior although not recommended due to performance concerns.

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=data-writeback-mode

User group creation

Perspectives can create users and groups that can manage tm1 server.


User groups can be created and managed in PAW.

(Cloud)

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=wnim2-manage-users-groups-planning-analytics-database-cloud-only

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=cloud-add-invite-user-only

Lock/unlock cube/dimension

Perspectives supported

Dimensions can be locked from within a Workbench or a book by expanding the data tree.

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=dimensions-lock-unlock-dimension-in-planning-analytics-workspace

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=cubes-lock-unlock-cube

The IBM Planning Analytics Product Management Team

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Comments

Steve Nezan
Wed May 22, 2024 10:19 PM

@Paul Coggan  You can rollback transactions via PAW through Modeling Workbench.  Select the vertical menu (3 dots) beside the TM1 Database name->Logs->Transaction log.  Query for the transactions, and select which one(s) then the Rollback button appears in the blue ribbon.

Paul Coggan
Tue May 21, 2024 08:03 PM

Another point of difference to add to the list is that PAW and PAfE do not currently support use of transaction logs to recover or reverse data changes.