Planning Analytics with Watson

 View Only
Expand all | Collapse all

Synchronisation between PAW and PAfE

  • 1.  Synchronisation between PAW and PAfE

    Posted 20 days ago
    Hello all,

    Another topic on synchronisation of data/selections. The use case is as follows.

    The user has a view in PAW and drags out the Scenario dimension to become a selector. Scenario subset is Default let's say.

    Then a PAfE websheet is dragged and dropped on the canvas in PAW. Synchronisation is set and the view and websheet respond to changes in the senario selector. SUBNM's in Excel update.

    However, once I hide the row of the Scenario SUBNM in Excel, publish again, delete the websheet from the canvas, add again, set synchronisation: all selectors keep on working, the one for Scenario is not available anymore for synching.

    Does this mean that all SUBNM's for synching need to be visible all the time ?
    Same issue with grouping rows/columns, no option to set the synching for these SUBNM's.

    TIA

    ------------------------------
    Wim Gielis
    ------------------------------


  • 2.  RE: Synchronisation between PAW and PAfE

    Posted 18 days ago
    Another one on PAfE version 76 this case. It appears to be a bug that in the situation attached the case changes depending on the input:


    ------------------------------
    Wim Gielis
    ------------------------------



  • 3.  RE: Synchronisation between PAW and PAfE

    Posted 16 days ago
    Wim,
    Please create a case for the changing case issue in PAfE,
    Best Regards,

    ------------------------------
    Svetlana Pestsova
    IBM Planning Analytics Product Manager
    ------------------------------



  • 4.  RE: Synchronisation between PAW and PAfE

    Posted 15 days ago
    I created the ticket. IBM say they won't change it and it's expected behaviour. I disagree.

    ------------------------------
    Wim Gielis
    ------------------------------



  • 5.  RE: Synchronisation between PAW and PAfE

    Posted 15 days ago
    And I disagree, for instance because this can occur as well:

    =SUBNM( "BIG Sales budget:Sp_Custer"; ""; "TEST VALUE THAT DOES NOT EX

    When the server name is incorrect we get an error. Fine.

    However, once the server name is fine, we can enter wrong dimension names, wrong element names...
    They all pass and are shown as the result of the SUBNM formula. To me this makes no sense at all. They do not exist in the dimension !

    ------------------------------
    Wim Gielis
    ------------------------------



  • 6.  RE: Synchronisation between PAW and PAfE

    Posted 14 days ago
    Hi Wim,

    This is how it works since websheet SUBNM synchronization was introduced. There are several workarounds:
    • Give the row/column minimum height/width
    • Make a white rectangle to hide the SUBNMs
    • We first faced this when process parameters synchronization was not introduced and we needed to make a websheet with action button and SUBNMs. This was an easy one: we just hid SUBNMs by an action button

    But they are really lame. I think it's better to submit this bug as an idea: many will vote

    ------------------------------
    Best regards, Alexander Dvoynev

    TM1 and Data Science blog: https://advoynev.wordpress.com/
    First article - Primary sales forecasting using PA, SPSS Modeler and python.
    ------------------------------



  • 7.  RE: Synchronisation between PAW and PAfE

    Posted 16 days ago
    Hi Wim,
    Would this case scenario help you to solve the synchronizaton issue? Case of multiple product synchronization in one Planning Analytics Workspace book (ibm.com)

    Best Regards,

    ------------------------------
    Svetlana Pestsova
    IBM Planning Analytics Product Manager
    ------------------------------



  • 8.  RE: Synchronisation between PAW and PAfE

    Posted 15 days ago
    Hello Svetlana,

    Thanks for this but it I don't understand the need to lock cells and the sheet. What do they add in terms of value ? In my case nothing is changing.
    When I add the white font, the SUBNM's are not 'visible' anymore but the downward triangle is still visible. This is not really a solution.
    When I hide the rows with SUBNM, I cannot synch anymore.

    Any guidance would be much appreciated.

    ------------------------------
    Wim Gielis
    ------------------------------



  • 9.  RE: Synchronisation between PAW and PAfE

    Posted 15 days ago
    Hi Wim,
    I can only confirm that the SUBNMs must be visible to be used for PAW synchronization - this is by design.
    Best Regatds,


    ------------------------------
    Svetlana Pestsova
    IBM Planning Analytics Product Manager
    ------------------------------



  • 10.  RE: Synchronisation between PAW and PAfE

    Posted 15 days ago
    Thanks Svetlana, although I find it unfortunate and not helping the user experience.

    ------------------------------
    Wim Gielis
    ------------------------------



  • 11.  RE: Synchronisation between PAW and PAfE

    Posted 15 days ago
    Wim,
    That could go on our Ideas site to be re-evaluated for the future implementation.

    Best regards,

    ------------------------------
    Svetlana Pestsova
    IBM Planning Analytics Product Manager
    ------------------------------



  • 12.  RE: Synchronisation between PAW and PAfE

    Posted 14 days ago
    Hi Wim,
    I have encountered the same issue that the SUBNM must be visible.  
    I usually will place the PAW Selector on top of the Excel SUBNM so that it is completely hidden and the downward triangle does not display.

    ------------------------------
    Bruna Garcia
    Master Consultant
    QueBIT Consulting
    ------------------------------



  • 13.  RE: Synchronisation between PAW and PAfE

    InnerCircle
    Posted 13 days ago
    Only skim read this so apologies if I've got the wrong end of the stick.

    While the SUBNMs need to be visible, the sheet does not.  Put on a another sheet, change the SUBNMs to link to the other sheet then hide the sheet with SUBNMs.

    Then you can hide what you like.

    James

    ------------------------------
    James McCarthy
    ------------------------------



  • 14.  RE: Synchronisation between PAW and PAfE

    Posted 12 days ago
    Thank you all for the feedback and creative workarounds !
    I echo Alexander, it's quite lame that we need to go to such workarounds.

    ------------------------------
    Wim Gielis
    ------------------------------



  • 15.  RE: Synchronisation between PAW and PAfE

    Posted 12 days ago
    Hi,

    re the workaround from James McCarthy,

    I often use hidden sheets to enable synchronisation, however when doing this with SUBNM's on websheets you may run into the problem described here:

    PAX Synch Issue

    Ted Phillips from IBM notes:

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

    regards,

    Mark

    ------------------------------
    Mark Wragg
    ------------------------------