PAW Global Synchronisation
I tried to built a report in PAW which has three separate grids, showing Month, YTD and Full Year. These must be separate grids as the other things that the grids show are different. There is a selector at the top allowing the user to choose the month. What is shown in the Month, YTD, and Full Year Grid then needs to change according to the month.
This is a very common requirement, but is incredibly difficult to achieve in PAW. This should be made a lot easier.
I tried to do this using a web sheet using formula to derive the YTD and Full Year according to the selected Month. However, Synchronisation in PAW is not granular enough and any attempt to turn on Sync resulted in the SUBNMs on the Web sheet being corrupted eg the Month SUBNM got set to a Year. I tried arranging things so that the Month, YTD and Year all came from different Named Hierarchies but the Month SUBNM was still getting corrupted with a year.
The only option that appears to work is to use a SUBNM on a web sheet to let the user select the month and to then DBS this into a cube dimensioned by }Clients and Measures, and to derive the YTD and Full Year in Rules and then reference that in MDX subsets, which are then used in the YTD and Full Year Grids. This is far too complex a solution to a common problem
It should be possible to achieve this without using Web Sheets.
Apparently there are some plans to address this. What functionality is going to be provided and when will it be available?
Some suggestions which seem to have been lost from IBM Ideas include:
- The ability to draw lines between grids and selectors to specify exactly what should sync with what.
- The ability to introduce names for selectors so that it is possible to specify which named selection a grid should sync with. Even if that name still has to be eg a Range Name on a Web Sheet that would be useful.
- The ability to introduce new calculation capabilities so that the related member on the grid could be calculated, eg adding '_YTD' to the monthly Period would work for this scenario. However, there would also be other more complex scenarios, eg they select a sub group but want to derive the parent group and show a grid for that. At present calculated members can only be used for numeric calcs and cannot be used as selectors.
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Paul Simon
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Original Message:
Sent: Fri October 08, 2021 02:02 AM
From: George Tonkin
Subject: Ask Me Anything: Planning Analytics with Watson - October Edition
Many of our models have Word and PDF documents uploaded to the Applications folders to guide users, share information etc.
These cannot be uploaded to Applications via PAW or PAfE - will content other than Excel books be catered for in future?
If not, why and what alternatives are being considered to allow Customers to share these assets?
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George Tonkin
Original Message:
Sent: Fri October 01, 2021 05:06 PM
From: Jess Leitsch
Subject: Ask Me Anything: Planning Analytics with Watson - October Edition
Join us live for our monthly "Ask me Anything" session on Thursday, October 21st at 11 AM ET, designed to answer all of your burning IBM Planning Analytics questions from product roadmap to upgrades, hosted by a member of our Product Management team. Each month we'll feature different members of the IBM Planning Analytics team, from development, to quality assurance, to lab services.
Share any of your questions below and https://ibm.webcasts.com/starthere.jsp?ei=1502655&tp_key=daeab52b41
Thanks,
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Jess Leitsch
IBM Community Manager
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#PlanningAnalyticswithWatson