Planning Analytics

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  • 1.  How could we link a document to a cube cell ?

    Posted Fri September 27, 2024 10:12 AM

    Hello community,

    Our business users are asking to be able to attach a document to a cell.

    We know, it's not natively doable but we're thinking if we could use the cell level comments in order to store a http link to a document.

    Anyone has some experience in this area ?

    Regards,

    Robert



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    Bob
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  • 2.  RE: How could we link a document to a cube cell ?

    Posted Mon September 30, 2024 06:27 AM

    A couple of concepts 

    1) associate a document to a data cell value. For which you would need to use cell annotations - the problem being that cell annotations are not supported in all of the reporting options in PAfE and less supported in Websheets (Refer the PA roadmap for the filling of some of the gaps) 

    2) have a way of setting up a link to a document where you could put in a reference to a document in a string measure cell 

    As for setting up automatic recognition to open a document I'll let others make suggestions.

    There is something on the roadmap for next year about setting up hyperlinks in cube views. What that may offer is not clear from the description. 



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    John O'Leary
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  • 3.  RE: How could we link a document to a cube cell ?

    Posted Mon September 30, 2024 07:39 AM

    Websheets do support the HYPERLINK function from Excel.  This will allow you to build web based interfaces that allow a user to access a document file.  I can confirm the Planning Analytics roadmap does include support for hyperlinks in the Workspace cube viewer as well. 

    I think the biggest challenge here is where to actually store the files and creating a mechanism for users to upload the file and update a cell in a TM1 cube to link to the upload.  



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    Stuart King
    Product Manager
    IBM Planning Analytics
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  • 4.  RE: How could we link a document to a cube cell ?

    IBM Champion
    Posted Mon September 30, 2024 01:30 PM

    @STUART KING, how about adding support for markdown in comments and even a simple editor? That would allow users to add links



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    Vlad Didenko
    Founder at Succeedium
    TeamOne Google Sheets add-on for IBM Planning Analytics / TM1
    https://succeedium.com/teamone/
    Succeedium Planning Analytics Cloud Extension
    https://succeedium.com/space/
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  • 5.  RE: How could we link a document to a cube cell ?

    Posted Mon September 30, 2024 05:16 PM

    Hi Vlad,

    Markdown for string cells and comments is on the roadmap.  This would include support for hyperlinks in the cube viewer and single cell widget.



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    Stuart King
    Product Manager
    IBM Planning Analytics
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  • 6.  RE: How could we link a document to a cube cell ?

    Posted Tue October 01, 2024 09:25 AM

    Stuart,

    You make my day !!! I'm a Markdown addict and I find it tremendous. All my notes are kept in a Obsidian vault.

    I can't wait to have the ability to display Markdown in cube cells.

    Regards,



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    Bob
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  • 7.  RE: How could we link a document to a cube cell ?

    Posted Tue October 01, 2024 10:41 AM

    Our users wanted to be able to open Excel workbooks (Balance Sheet reconciliations) from hyperlinks exposed in a Planning Analytics websheet report.

    We achieved this by storing the hyperlinks in a cube using a string measure, and using the Excel Hyperlink function to make the hyperlink text active in the websheet.

    Unfortunately clicking on a direct hyperlink to the Excel workbook won't of itself fire up the Excel Application, and our hyperlinks had to instead point to an intermediate html file that fired up Excel and opened the required workbook.

    A second problem is that modern browsers prohibit the initiation of applications from hyperlinks. We got around this by using Edge in Internet Explorer mode. This option will be taken away in due course, so this isn't a long-term solution.



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    Maximilian Parsons
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