Planning Analytics

Planning Analytics for Excel (PAFE)

Issues with logging out by users. Users are not seeing any indication that they are logged out when they return to PAFE after a set time

1. Timeout setting - https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.tm1_inst.2.0.0.doc/c_inst_troubleshooting_timeouts.html - The timeout setting may need to be tied to a company's security policy.
2. PAFE Refresh options "Did you know IBM Planning Analytics lets you make API calls through VBA in Planning Analytics for Microsoft Excel (PAx)? You probably know that action buttons can be used to refresh or rebuild reports in PAx. But what if you want to refresh the data in your report as part of a VBA routine? Maybe there are more tasks you want to perform through VBA and then you want to refresh the data as the last step. IBM offers the ability to make API calls through VBA in PAx with just a few steps."Source - https://revelwood.com/ibm-planning-analytics-tips-tricks-planning-analytics-for-microsoft-excel-pax-vba-api-calls/ - Many thanks to Revelwood for this great article)
3. Using of contain calculations as a way to manage how to refresh is done within a PAFE workbook that has multiple sheets - https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/r_pax_tm1features.html

 
Ask:
Are there better ways you have to handle the refresh option within Planning Analytics for Excel (PAFE)