Planning Analytics

 View Only
  • 1.  TM1 Connect in Excel

    Posted Mon August 21, 2023 12:54 PM

    Hello - I am using my laptop to teach myself TM1. I have an instance running in Architect where I will be creating Dimensions, TIs, Cubes, sets and cube views. I have TM1 add-in with my excel. However, I am unable to create a connection. My question is what is the server address. I am not connected to a server. This is all running on my C-drive on a laptop. 

    Any help will be appreciated. 

    image.png
    image.png



    --
    Regards,
    Kevin


  • 2.  RE: TM1 Connect in Excel

    Posted Tue August 22, 2023 02:53 AM

    Hi Kevin,

    if you want to run PAfE (= your shown Excel plugin), you have addit. to install/run Planning Analytics Workspace.

    In your "lean" case it make sense to use instead of PAfE the classic Excel client "Perspectives" which is also included in oyur installation package.

    Best regards

    Steffen



    ------------------------------
    Steffen Wittenauer

    Steffen.Wittenauer@ch.ibm.com
    ------------------------------



  • 3.  RE: TM1 Connect in Excel

    Posted Wed August 23, 2023 09:32 AM

    Hello Steffen - Thank you for the guidance. Would be able to point me to the documentation that would guide me to installing PaFE and Perspective. 



    ------------------------------
    kevin fry
    ------------------------------



  • 4.  RE: TM1 Connect in Excel

    Posted Wed August 23, 2023 11:41 AM

    Hi Kevin,

    please find here the documentation about Perpectives - it is included in your existing installation routine when you also installed the TM1 server and architect:

    https://www.ibm.com/docs/ro/planning-analytics/2.0.0?topic=tier-installing-cognos-tm1-perspectives#taskt_tm1_inst_installingtm1persepctiv__prereq__1

    The adress would be "localhost" to connect with Perspectives against your TM1-server.

    BR

    Steffen



    ------------------------------
    Steffen Wittenauer

    Steffen.Wittenauer@ch.ibm.com
    ------------------------------