Planning Analytics

------------------------------

Best regards,

------------------------------
Tin NGUYEN
Co-founder at Treekala
IBM Planning Analytics and VBA enthusiast
------------------------------
------------------------------

Hi Tin,

Yes it should be possible via a drill, not currently via a process - look at this article which uses 

ReturnCSVTableHandle();

This allows you to drill to a text file and based on your delimiters return it as a grid/matrix or single column.

You could link the drill to a cell or view that is updated via the process and signals the user to drill.

------------------------------
George Tonkin
Business Partner
MCI Consultants
Johannesburg

Original Message:
Sent: Sat November 23, 2024 05:36 AM
From: Tin NGUYEN
Subject: How to access exported files (CSV) from a TurboIntegrator process in PAW (for Analyst/Consumer users)

------------------------------

Best regards,

------------------------------
Tin NGUYEN
Co-founder at Treekala
IBM Planning Analytics and VBA enthusiast
------------------------------
------------------------------

Hi George,

Thank you so much for your detailed explanation and for pointing me to the ReturnCSVTableHandle() function. It's very helpful to know that this can be achieved via a drill rather than directly from the process. Sorry for my late reply but I'll review the article and test the approach you've outlined.

The idea of linking the drill to a cell or view updated by the process is particularly interesting, and I can see how it could enhance the user experience. I'll give it a try and let you know how it works in my setup.

I truly appreciate your time and guidance!

Best regards,

Hi Tin,

Yes it should be possible via a drill, not currently via a process - look at this article which uses 

ReturnCSVTableHandle();

This allows you to drill to a text file and based on your delimiters return it as a grid/matrix or single column.

You could link the drill to a cell or view that is updated via the process and signals the user to drill.

------------------------------
George Tonkin
Business Partner
MCI Consultants
Johannesburg

Original Message:
Sent: Sat November 23, 2024 05:36 AM
From: Tin NGUYEN
Subject: How to access exported files (CSV) from a TurboIntegrator process in PAW (for Analyst/Consumer users)

------------------------------

Best regards,

------------------------------
Tin NGUYEN
Co-founder at Treekala
IBM Planning Analytics and VBA enthusiast
------------------------------
------------------------------

Hi George,

Thank you again for your guidance on this. I've had the chance to test the solution using ReturnCSVTableHandle() and the drill approach, and it has resolved almost everything I was aiming to achieve.

However, there's still one small issue that remains: the first row of the exported csv file contains the column letter (A, B, C, D, E, etc). The real fields name start on the second row. 

If you have any further insights or suggestions to address this, I'd greatly appreciate it. Your help has already been invaluable, and I'm almost there thanks to your advice!

Best regards,

Hi George,

Thank you so much for your detailed explanation and for pointing me to the ReturnCSVTableHandle() function. It's very helpful to know that this can be achieved via a drill rather than directly from the process. Sorry for my late reply but I'll review the article and test the approach you've outlined.

The idea of linking the drill to a cell or view updated by the process is particularly interesting, and I can see how it could enhance the user experience. I'll give it a try and let you know how it works in my setup.

I truly appreciate your time and guidance!

Best regards,

Hi Tin,

Yes it should be possible via a drill, not currently via a process - look at this article which uses 

ReturnCSVTableHandle();

This allows you to drill to a text file and based on your delimiters return it as a grid/matrix or single column.

You could link the drill to a cell or view that is updated via the process and signals the user to drill.

------------------------------
George Tonkin
Business Partner
MCI Consultants
Johannesburg

Original Message:
Sent: Sat November 23, 2024 05:36 AM
From: Tin NGUYEN
Subject: How to access exported files (CSV) from a TurboIntegrator process in PAW (for Analyst/Consumer users)

------------------------------

Best regards,

------------------------------
Tin NGUYEN
Co-founder at Treekala
IBM Planning Analytics and VBA enthusiast
------------------------------
------------------------------

Hi Tin, really glad to hear that it is working out for you.

I am hoping that all you need to do now is add the following to the top of Prolog:
DatasourceASCIIHeaderRecords = 1;

Hi George,

Thank you again for your guidance on this. I've had the chance to test the solution using ReturnCSVTableHandle() and the drill approach, and it has resolved almost everything I was aiming to achieve.

However, there's still one small issue that remains: the first row of the exported csv file contains the column letter (A, B, C, D, E, etc). The real fields name start on the second row. 

If you have any further insights or suggestions to address this, I'd greatly appreciate it. Your help has already been invaluable, and I'm almost there thanks to your advice!

Best regards,

Hi George,

Thank you so much for your detailed explanation and for pointing me to the ReturnCSVTableHandle() function. It's very helpful to know that this can be achieved via a drill rather than directly from the process. Sorry for my late reply but I'll review the article and test the approach you've outlined.

The idea of linking the drill to a cell or view updated by the process is particularly interesting, and I can see how it could enhance the user experience. I'll give it a try and let you know how it works in my setup.

I truly appreciate your time and guidance!

Best regards,

Hi Tin,

Yes it should be possible via a drill, not currently via a process - look at this article which uses 

ReturnCSVTableHandle();

This allows you to drill to a text file and based on your delimiters return it as a grid/matrix or single column.

You could link the drill to a cell or view that is updated via the process and signals the user to drill.

------------------------------
George Tonkin
Business Partner
MCI Consultants
Johannesburg

Original Message:
Sent: Sat November 23, 2024 05:36 AM
From: Tin NGUYEN
Subject: How to access exported files (CSV) from a TurboIntegrator process in PAW (for Analyst/Consumer users)

------------------------------

Best regards,

------------------------------
Tin NGUYEN
Co-founder at Treekala
IBM Planning Analytics and VBA enthusiast
------------------------------
------------------------------

I tried. It won't just display the headers and start directly with the first row of data. The A, B, C, D, etc will still be displayed. 😆

Hi Tin, really glad to hear that it is working out for you.

I am hoping that all you need to do now is add the following to the top of Prolog:
DatasourceASCIIHeaderRecords = 1;

Hi George,

Thank you again for your guidance on this. I've had the chance to test the solution using ReturnCSVTableHandle() and the drill approach, and it has resolved almost everything I was aiming to achieve.

However, there's still one small issue that remains: the first row of the exported csv file contains the column letter (A, B, C, D, E, etc). The real fields name start on the second row. 

If you have any further insights or suggestions to address this, I'd greatly appreciate it. Your help has already been invaluable, and I'm almost there thanks to your advice!

Best regards,

Hi George,

Thank you so much for your detailed explanation and for pointing me to the ReturnCSVTableHandle() function. It's very helpful to know that this can be achieved via a drill rather than directly from the process. Sorry for my late reply but I'll review the article and test the approach you've outlined.

The idea of linking the drill to a cell or view updated by the process is particularly interesting, and I can see how it could enhance the user experience. I'll give it a try and let you know how it works in my setup.

I truly appreciate your time and guidance!

Best regards,

Hi Tin,

Yes it should be possible via a drill, not currently via a process - look at this article which uses 

ReturnCSVTableHandle();

This allows you to drill to a text file and based on your delimiters return it as a grid/matrix or single column.

You could link the drill to a cell or view that is updated via the process and signals the user to drill.

------------------------------
George Tonkin
Business Partner
MCI Consultants
Johannesburg

Original Message:
Sent: Sat November 23, 2024 05:36 AM
From: Tin NGUYEN
Subject: How to access exported files (CSV) from a TurboIntegrator process in PAW (for Analyst/Consumer users)

------------------------------

Best regards,

------------------------------
Tin NGUYEN
Co-founder at Treekala
IBM Planning Analytics and VBA enthusiast
------------------------------
------------------------------

This is what I have in my Prolog and changing the number of records does change where the file starts i.e. no headers.

#=====SET DATA SOURCE=====
#--Configure the data source and use a colon as a separator to keep object/file name in column A and other details in subsequent columns
DataSourceType = 'CHARACTERDELIMITED';
DatasourceASCIIDelimiter=':';
DatasourceNameForServer=sFilename;
DatasourceASCIIHeaderRecords = 1;
#=========================

I tried. It won't just display the headers and start directly with the first row of data. The A, B, C, D, etc will still be displayed. 😆

Hi Tin, really glad to hear that it is working out for you.

I am hoping that all you need to do now is add the following to the top of Prolog:
DatasourceASCIIHeaderRecords = 1;

Hi George,

Thank you again for your guidance on this. I've had the chance to test the solution using ReturnCSVTableHandle() and the drill approach, and it has resolved almost everything I was aiming to achieve.

However, there's still one small issue that remains: the first row of the exported csv file contains the column letter (A, B, C, D, E, etc). The real fields name start on the second row. 

If you have any further insights or suggestions to address this, I'd greatly appreciate it. Your help has already been invaluable, and I'm almost there thanks to your advice!

Best regards,

Hi George,

Thank you so much for your detailed explanation and for pointing me to the ReturnCSVTableHandle() function. It's very helpful to know that this can be achieved via a drill rather than directly from the process. Sorry for my late reply but I'll review the article and test the approach you've outlined.

The idea of linking the drill to a cell or view updated by the process is particularly interesting, and I can see how it could enhance the user experience. I'll give it a try and let you know how it works in my setup.

I truly appreciate your time and guidance!

Best regards,

Hi Tin,

Yes it should be possible via a drill, not currently via a process - look at this article which uses 

ReturnCSVTableHandle();

This allows you to drill to a text file and based on your delimiters return it as a grid/matrix or single column.

You could link the drill to a cell or view that is updated via the process and signals the user to drill.

------------------------------
George Tonkin
Business Partner
MCI Consultants
Johannesburg

Original Message:
Sent: Sat November 23, 2024 05:36 AM
From: Tin NGUYEN
Subject: How to access exported files (CSV) from a TurboIntegrator process in PAW (for Analyst/Consumer users)

------------------------------

Best regards,

------------------------------
Tin NGUYEN
Co-founder at Treekala
IBM Planning Analytics and VBA enthusiast
------------------------------
------------------------------

Ok I wasn't clear enough. After drilling, we have the possibility to download the related csv file. It is in this csv file that I have an issue. When I open this csv file in Excel or a text editor, the first row that appears are A, B, C, D, E, etc. Not the real headers. I attached some printscreens so you can see what I get.

Thx for your help

This is what I have in my Prolog and changing the number of records does change where the file starts i.e. no headers.

#=====SET DATA SOURCE=====
#--Configure the data source and use a colon as a separator to keep object/file name in column A and other details in subsequent columns
DataSourceType = 'CHARACTERDELIMITED';
DatasourceASCIIDelimiter=':';
DatasourceNameForServer=sFilename;
DatasourceASCIIHeaderRecords = 1;
#=========================

I tried. It won't just display the headers and start directly with the first row of data. The A, B, C, D, etc will still be displayed. 😆

Hi Tin, really glad to hear that it is working out for you.

I am hoping that all you need to do now is add the following to the top of Prolog:
DatasourceASCIIHeaderRecords = 1;

Hi George,

Thank you again for your guidance on this. I've had the chance to test the solution using ReturnCSVTableHandle() and the drill approach, and it has resolved almost everything I was aiming to achieve.

However, there's still one small issue that remains: the first row of the exported csv file contains the column letter (A, B, C, D, E, etc). The real fields name start on the second row. 

If you have any further insights or suggestions to address this, I'd greatly appreciate it. Your help has already been invaluable, and I'm almost there thanks to your advice!

Best regards,

Hi George,

Thank you so much for your detailed explanation and for pointing me to the ReturnCSVTableHandle() function. It's very helpful to know that this can be achieved via a drill rather than directly from the process. Sorry for my late reply but I'll review the article and test the approach you've outlined.

The idea of linking the drill to a cell or view updated by the process is particularly interesting, and I can see how it could enhance the user experience. I'll give it a try and let you know how it works in my setup.

I truly appreciate your time and guidance!

Best regards,

Hi Tin,

Yes it should be possible via a drill, not currently via a process - look at this article which uses 

ReturnCSVTableHandle();

This allows you to drill to a text file and based on your delimiters return it as a grid/matrix or single column.

You could link the drill to a cell or view that is updated via the process and signals the user to drill.

------------------------------
George Tonkin
Business Partner
MCI Consultants
Johannesburg

Original Message:
Sent: Sat November 23, 2024 05:36 AM
From: Tin NGUYEN
Subject: How to access exported files (CSV) from a TurboIntegrator process in PAW (for Analyst/Consumer users)

------------------------------

Best regards,

------------------------------
Tin NGUYEN
Co-founder at Treekala
IBM Planning Analytics and VBA enthusiast
------------------------------
------------------------------

Hi Tin,

I love the approach from George.

We have a use case where we want to provide "uploadfiles" with predefined structures for TI processes.

The predefined structure csv files are saved in the tm1web folder in a specific subfolder:

"...\Program Files\ibm\cognos\tm1web\webapps\tm1web\Exports"

In PAW we have action buttons for different "uploadfiles" with the "tm1web-url" as a hyperlink:

".../tm1web/Exports/test_file_csv.csv"

this opens a new tab and you can see the csv file and just save it with "strg + s"

Hi Thilo,

Thank you for sharing your approach; it's interesting to see how you've implemented it.

I really like George's solution and have been exploring it, but I encountered a specific issue that I'll address in another post to keep things organized.

Regarding your solution, I'm particularly curious about the part involving the "tm1web-url" and the location for saving the CSV file. Could you clarify how the URL is structured and where exactly the CSV file should be placed in the TM1Web folder? Additionally, do any specific permissions or configurations need to be set for this to work seamlessly?

I tried to put my csv file here: D:\Program Files\ibm\cognos\tm1web\Exports\my_csv_file.csv

In the action button on PAW, I put this URL: https://servername:9510/tm1web/Exports/my_csv_file.csv

It opens a window telling me that it couldn't find the file.

I appreciate your input, and I look forward to hearing more details!

Best regards

Hi Tin,

I love the approach from George.

We have a use case where we want to provide "uploadfiles" with predefined structures for TI processes.

The predefined structure csv files are saved in the tm1web folder in a specific subfolder:

"...\Program Files\ibm\cognos\tm1web\webapps\tm1web\Exports"

In PAW we have action buttons for different "uploadfiles" with the "tm1web-url" as a hyperlink:

".../tm1web/Exports/test_file_csv.csv"

this opens a new tab and you can see the csv file and just save it with "strg + s"

Hi Tin,

I think you are in the wrong directory.

You need to place the file into the subfolder of the webapps/tm1web.

As I wrote in the previous post, it should look like that (or in your case und D:\):

C:\Program Files\ibm\cognos\tm1web\webapps\tm1web\Exports

I guess the tm1web URL only works under the "webapps\tm1web\" folder.

So If you place the file there, your PAW URL Hyperlink should work.

Best regards

Thilo

Hi Thilo,

Thank you for sharing your approach; it's interesting to see how you've implemented it.

I really like George's solution and have been exploring it, but I encountered a specific issue that I'll address in another post to keep things organized.

Regarding your solution, I'm particularly curious about the part involving the "tm1web-url" and the location for saving the CSV file. Could you clarify how the URL is structured and where exactly the CSV file should be placed in the TM1Web folder? Additionally, do any specific permissions or configurations need to be set for this to work seamlessly?

I tried to put my csv file here: D:\Program Files\ibm\cognos\tm1web\Exports\my_csv_file.csv

In the action button on PAW, I put this URL: https://servername:9510/tm1web/Exports/my_csv_file.csv

It opens a window telling me that it couldn't find the file.

I appreciate your input, and I look forward to hearing more details!

Best regards

Hi Tin,

I love the approach from George.

We have a use case where we want to provide "uploadfiles" with predefined structures for TI processes.

The predefined structure csv files are saved in the tm1web folder in a specific subfolder:

"...\Program Files\ibm\cognos\tm1web\webapps\tm1web\Exports"

In PAW we have action buttons for different "uploadfiles" with the "tm1web-url" as a hyperlink:

".../tm1web/Exports/test_file_csv.csv"

this opens a new tab and you can see the csv file and just save it with "strg + s"

My bad! Thank you for your detailed explanation. I tested your approach, and it works perfectly-thank you for sharing it!

I put the file here: D:\Program Files\ibm\cognos\tm1web\webapps\tm1web\Exports\my_csv_file.csv

The URL in the PAW action button: https://servername:9510\tm1web\Exports\my_csv_file.csv

The only concern I have is regarding the export location in the "Program Files" directory. While it works technically, I'm wondering if it's a good idea to allow users to interact with files in this location. My main worry is that it could quickly become unorganized if multiple users or processes start adding files there without clear management or structure.

Have you faced similar challenges in your implementation? Do you have any suggestions for keeping things clean and manageable?

Thanks again for your great input-it's much appreciated!

Best regards,

Tin

Hi Tin,

I think you are in the wrong directory.

You need to place the file into the subfolder of the webapps/tm1web.

As I wrote in the previous post, it should look like that (or in your case und D:\):

C:\Program Files\ibm\cognos\tm1web\webapps\tm1web\Exports

I guess the tm1web URL only works under the "webapps\tm1web\" folder.

So If you place the file there, your PAW URL Hyperlink should work.

Best regards

Thilo

Hi Thilo,

Thank you for sharing your approach; it's interesting to see how you've implemented it.

I really like George's solution and have been exploring it, but I encountered a specific issue that I'll address in another post to keep things organized.

Regarding your solution, I'm particularly curious about the part involving the "tm1web-url" and the location for saving the CSV file. Could you clarify how the URL is structured and where exactly the CSV file should be placed in the TM1Web folder? Additionally, do any specific permissions or configurations need to be set for this to work seamlessly?

I tried to put my csv file here: D:\Program Files\ibm\cognos\tm1web\Exports\my_csv_file.csv

In the action button on PAW, I put this URL: https://servername:9510/tm1web/Exports/my_csv_file.csv

It opens a window telling me that it couldn't find the file.

I appreciate your input, and I look forward to hearing more details!

Best regards

Hi Tin,

I love the approach from George.

We have a use case where we want to provide "uploadfiles" with predefined structures for TI processes.

The predefined structure csv files are saved in the tm1web folder in a specific subfolder:

"...\Program Files\ibm\cognos\tm1web\webapps\tm1web\Exports"

In PAW we have action buttons for different "uploadfiles" with the "tm1web-url" as a hyperlink:

".../tm1web/Exports/test_file_csv.csv"

this opens a new tab and you can see the csv file and just save it with "strg + s"

Hi Tin,

Looks like you already got some good advice from the regulars!

I would like to build a feature in Workspace books to address this requirement.  We could potentially build a feature that works similar to the action button file upload feature (https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=buttons-upload-files-database-action-button).  This feature would generate a file name that is passed to the TI process as a parameter and if the process completes successfully it would download that file.  The TI process would need to be written to export data to the named file.

We are currently working on support for hyperlinks in string cells in the Workspace cube viewer.  This might also be helpful in providing access to files that are generated by TI processes.