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  • 1.  PAX report subset issue in PAW when dimension is synchronised

    Posted Fri May 21, 2021 10:47 AM
    Edited by System Fri January 20, 2023 04:41 PM

    Hi,

    I have created a PAX dynamic report which is published in PAW.

    There is a Subnm in the PAX report for version, as follows:

    =SUBNM("Server:Version","PAW_Active Versions",1)

     

    This should return members of the subset, PAW_Active Versions.

    Within PAW I am synchronising the version dimension (it should be noted that if synchronisation is turned off the problem I describe below does not appear, therefore I am pretty confident this is caused by synchronisation).

     

    When I first load the PAX sheet in PAW, in the version dropdown I see the correct elements, as per image below:




    However, once I make a selection from the dropdown, it returns every member of the dimension and no longer returns the elements in the PAW_Active Versions subset, as per image:



    Has anyone else experienced this or can confirm my results? 

    I have raised this with IBM support, but the number of hoops they are asking to jump through just to kick start their research means I thought I would share this here  too!

    Edit: PAW version is v63. PAX is the latest too.
     

    Regards, 

    Mark



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    Mark Wragg
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    #PlanningAnalyticswithWatson


  • 2.  RE: PAX report subset issue in PAW when dimension is synchronised

    Posted Mon May 24, 2021 10:35 AM

    Websheets in Workspace offers what is fundamentally a Dimension-Selection synchronization pattern, which is not a Subset-Selection synchronization as you said.

    This is an area I'm always interested to see further improvements in.  We've done a number of things in this space this year (for synchronization), and I expect that trend to continue.

    Nothing specifically for this that I can share, but I'll continue internal discussions about it.

    Regards,



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    Ted Phillips
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  • 3.  RE: PAX report subset issue in PAW when dimension is synchronised

    Posted Mon May 24, 2021 10:59 AM
    Hi Ted,

    It is positive to see progress being made re synchronisation.

    Synchronising action buttons was a real step forward and has been a great benefit.

    However, I see this issue as a bug in need of fixing rather than a nice to have development.
    If some substantial development is required to fix this bug then ok, I don't expect it fixing next week.

    regards,

    Mark

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    Mark Wragg
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  • 4.  RE: PAX report subset issue in PAW when dimension is synchronised

    Posted Tue May 25, 2021 04:27 AM
    Just tried this myself and I think works OK. As long as the correct subset is selected in the filter. 

    Published with subset.  Get members I expect.
    Synchronise.  Get members I expect.
    Change the subset in Excel.  Get members I expect in filter but not in published element.
    Save book and re-open.  Get members I expect in both.

    That said, I have seen instances where behaviour has not been as expected.  Try changing the synchronisation to only being sheet rather than book specific.  Then also try doing the same thing on a fresh book.  Feel like some corruption can occur sometimes and I find starting on a fresh book can help this.  Is one of those difficult to replicate things which makes it tricky to raise as a PMR.

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    James McCarthy
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  • 5.  RE: PAX report subset issue in PAW when dimension is synchronised

    Posted Tue May 25, 2021 04:53 AM
    Hi James,

    thanks for the feedback.

    What do you mean by this: As long as the correct subset is selected in the filter?
    The subset is a subnm in a pax sheet and what appears in the filter are the elements in this subset and not the subset itself.

    Why are you changing the subset in Excel as part of your testing? - This was not part of my test? It is all within PAW where the problem occurs, and there is no change in subset?

    "Try changing the synchronisation to only being sheet rather than book specific"

    The whole point is that I can synchronise between 2 different PAX reports published in one PAW book but on 2 different tabs. So the scope has to be the book.

    regards,

    Mark

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    Mark Wragg
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  • 6.  RE: PAX report subset issue in PAW when dimension is synchronised

    Posted Thu May 27, 2021 04:06 AM
    What do you mean by this: As long as the correct subset is selected in the filter?  

    What I mean is, if I use subset editor in the filter and select the subset that was used in Excel (by selecting the set on the left and not the elements per below), the dropdown then gives me the elements from the subset:



    From Subset Editor (Test Delete is my subset)


    Published sheet:



    i.e. the same elements.  i.e. do you have the subset selected in the filter.

    Why are you changing the subset in Excel as part of your testing? - This was not part of my test? It is all within PAW where the problem occurs, and there is no change in subset?

    Just further checking the behaviour

    The whole point is that I can synchronise between 2 different PAX reports published in one PAW book but on 2 different tabs. So the scope has to be the book.

    Was just asking if it improved the behaviour.  If you have something on another tab, it might be affecting the behaviour of the selection.

    Maybe I'm missing the point here.


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    James McCarthy
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  • 7.  RE: PAX report subset issue in PAW when dimension is synchronised

    Posted Thu May 27, 2021 04:38 AM
    Hi James,

    if my response to you came across as a bit irritable then I can only apologise.

    I really appreciate that you took the time to test and respond!
    I only wish I had emphasised this in my response to you!

    I am not sure what you mean by "if I use subset editor in the filter and select the subset that was used in Excel"

    To be clear, I am not synchronising a PAX sheet with any PAW objects, I am synchronising a PAX sheet with another PAX sheet, which are on different PAW tabs.

    There are no PAW selections at all in the report, it is simply 2 PAX dynamic reports published in a PAW book.

    Then I want to synchronise these 2 dynamic reports with each other.

    Looking at what Ted Phillips said it appears that synchronisation doesn't work at the subset level, but the fact that it loses the subset seems like a bug to me.

    Apologies if I have misunderstood anything

    regards,

    Mark

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    Mark Wragg
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  • 8.  RE: PAX report subset issue in PAW when dimension is synchronised

    Posted Thu May 27, 2021 05:30 AM
    No problem.

    If you open subset editor in a filter on the dimension you are using and select the subset on the left.  Here:


    Select the subset you want



    and move to the right by selecting the top option on the left.



    It will add the subset to the filter.  If you sync the book.  Add the filter on both tabs (not 100% you need to do this but you can test).  Then change the selection on one tab.  You will see that the selection will change on both tabs.  If you don't want the filters showing, increase the opacity so they are not showing or hide them behind something.  

    Like I was saying, you can even change the subset in Excel and everything updates as it should if you re-open the tab.


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    James McCarthy
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  • 9.  RE: PAX report subset issue in PAW when dimension is synchronised

    Posted Thu May 27, 2021 05:52 AM
    In Excel or anywhere else....

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    James McCarthy
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