Planning Analytics

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis-there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session designed to answer all of your burning Planning Analytics questions from product roadmap to upgrades, hosted by our product management team. 

• Engage with the product management team
• Learn about new features
• Ask questions

Please join us on 18 April 2024, 11:00 AM ET. Please share any questions by clicking on the Reply button. If you have not done so already, register here and download it to your calendar.

------------------------------
Michael McGeein
------------------------------

I am new to writing rules in Planning Analytics Workspace.  What would be the best process to keep an audit trail of rule development.  For instance if I want to be able to look backwards to how the cube rules have been updated over time.

Thanks,

------------------------------
Susan Monks

Original Message:
Sent: Wed March 20, 2024 04:35 PM
From: Michael McGeein
Subject: Webinar: Ask Me Anything: IBM Planning Analytics - April Edition

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis-there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session designed to answer all of your burning Planning Analytics questions from product roadmap to upgrades, hosted by our product management team. 

• Engage with the product management team
• Learn about new features
• Ask questions

Please join us on 18 April 2024, 11:00 AM ET. Please share any questions by clicking on the Reply button. If you have not done so already, register here and download it to your calendar.

------------------------------
Michael McGeein
------------------------------

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis-there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session designed to answer all of your burning Planning Analytics questions from product roadmap to upgrades, hosted by our product management team. 

• Engage with the product management team
• Learn about new features
• Ask questions

Please join us on 18 April 2024, 11:00 AM ET. Please share any questions by clicking on the Reply button. If you have not done so already, register here and download it to your calendar.

------------------------------
Michael McGeein
------------------------------

Hi, Michael.

I have three questions in terms of v12. They are all opposite to the behaviour in v11.

1. If I execute a process in PAW with v12 which has two child processes invoking by RunProcess function. This parent process always waits for all sub processes to finish in PAW GUI despite of 0 seconds of execution in the message log. Is that expected? When testing with TM1py on this parent process, it is showing the same behaviour with waiting action although I am not using any new waiting functions inside. e.g.

       2.  No returned value from GetProcessErrorFilename() in v12

       3. If I use ProcessError in the end of a process, looks like objects (dim, cube) created from it will be removed when finishing execution. To me, it seems rolling back has happened at the end of the execution. Is that a bug?

Thanks.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis-there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session designed to answer all of your burning Planning Analytics questions from product roadmap to upgrades, hosted by our product management team. 

• Engage with the product management team
• Learn about new features
• Ask questions

Please join us on 18 April 2024, 11:00 AM ET. Please share any questions by clicking on the Reply button. If you have not done so already, register here and download it to your calendar.

------------------------------
Michael McGeein
------------------------------

Hi Morgan,

We missed this question in the AMA somehow.  I did look into this and confirmed your findings about running TI processes that use the RunProcess function in TM1 11 vs 12.  This does seem to be an intentional change.  In TM1 v12 we consolidate log output from all TI processes that are run from the initial TI process.  This includes processes started with either ExecuteProcess or RunProcess.  The idea is that we can present a single log that shows errors and warnings from all processes in the chain of TI processes.  In order to generate this single log we need the first process to wait until all the child processes are complete.

We are adding a feature in Workspace books that allow action buttons to be configured to run a process multiple times in parallel by clicking the button more than once.     

Hi, Michael.

I have three questions in terms of v12. They are all opposite to the behaviour in v11.

1. If I execute a process in PAW with v12 which has two child processes invoking by RunProcess function. This parent process always waits for all sub processes to finish in PAW GUI despite of 0 seconds of execution in the message log. Is that expected? When testing with TM1py on this parent process, it is showing the same behaviour with waiting action although I am not using any new waiting functions inside. e.g.

       2.  No returned value from GetProcessErrorFilename() in v12

       3. If I use ProcessError in the end of a process, looks like objects (dim, cube) created from it will be removed when finishing execution. To me, it seems rolling back has happened at the end of the execution. Is that a bug?

Thanks.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis-there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session designed to answer all of your burning Planning Analytics questions from product roadmap to upgrades, hosted by our product management team. 

• Engage with the product management team
• Learn about new features
• Ask questions

Please join us on 18 April 2024, 11:00 AM ET. Please share any questions by clicking on the Reply button. If you have not done so already, register here and download it to your calendar.

------------------------------
Michael McGeein
------------------------------

Hi Morgan,

We missed this question in the AMA somehow.  I did look into this and confirmed your findings about running TI processes that use the RunProcess function in TM1 11 vs 12.  This does seem to be an intentional change.  In TM1 v12 we consolidate log output from all TI processes that are run from the initial TI process.  This includes processes started with either ExecuteProcess or RunProcess.  The idea is that we can present a single log that shows errors and warnings from all processes in the chain of TI processes.  In order to generate this single log we need the first process to wait until all the child processes are complete.

We are adding a feature in Workspace books that allow action buttons to be configured to run a process multiple times in parallel by clicking the button more than once.     

Hi, Michael.

I have three questions in terms of v12. They are all opposite to the behaviour in v11.

1. If I execute a process in PAW with v12 which has two child processes invoking by RunProcess function. This parent process always waits for all sub processes to finish in PAW GUI despite of 0 seconds of execution in the message log. Is that expected? When testing with TM1py on this parent process, it is showing the same behaviour with waiting action although I am not using any new waiting functions inside. e.g.

       2.  No returned value from GetProcessErrorFilename() in v12

       3. If I use ProcessError in the end of a process, looks like objects (dim, cube) created from it will be removed when finishing execution. To me, it seems rolling back has happened at the end of the execution. Is that a bug?

Thanks.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis-there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session designed to answer all of your burning Planning Analytics questions from product roadmap to upgrades, hosted by our product management team. 

• Engage with the product management team
• Learn about new features
• Ask questions

Please join us on 18 April 2024, 11:00 AM ET. Please share any questions by clicking on the Reply button. If you have not done so already, register here and download it to your calendar.

------------------------------
Michael McGeein
------------------------------

Yes, the TI process that you ran completed in 0 seconds.  Despite the fact that the TI process complete, TM1 Server is waiting until all child processes are complete before it responds.

I'm assuming you are testing on a Planning Analytics SaaS on AWS environment.  On quick note, we are working on exposing the database message log (e.g tm1server.log content) in the Modeling Workbench (which is already a feature in Planning Analytics with TM1 v11).  

Hi Morgan,

We missed this question in the AMA somehow.  I did look into this and confirmed your findings about running TI processes that use the RunProcess function in TM1 11 vs 12.  This does seem to be an intentional change.  In TM1 v12 we consolidate log output from all TI processes that are run from the initial TI process.  This includes processes started with either ExecuteProcess or RunProcess.  The idea is that we can present a single log that shows errors and warnings from all processes in the chain of TI processes.  In order to generate this single log we need the first process to wait until all the child processes are complete.

We are adding a feature in Workspace books that allow action buttons to be configured to run a process multiple times in parallel by clicking the button more than once.     

Hi, Michael.

I have three questions in terms of v12. They are all opposite to the behaviour in v11.

1. If I execute a process in PAW with v12 which has two child processes invoking by RunProcess function. This parent process always waits for all sub processes to finish in PAW GUI despite of 0 seconds of execution in the message log. Is that expected? When testing with TM1py on this parent process, it is showing the same behaviour with waiting action although I am not using any new waiting functions inside. e.g.

       2.  No returned value from GetProcessErrorFilename() in v12

       3. If I use ProcessError in the end of a process, looks like objects (dim, cube) created from it will be removed when finishing execution. To me, it seems rolling back has happened at the end of the execution. Is that a bug?

Thanks.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis-there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session designed to answer all of your burning Planning Analytics questions from product roadmap to upgrades, hosted by our product management team. 

• Engage with the product management team
• Learn about new features
• Ask questions

Please join us on 18 April 2024, 11:00 AM ET. Please share any questions by clicking on the Reply button. If you have not done so already, register here and download it to your calendar.

------------------------------
Michael McGeein
------------------------------

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------

Hi everyone,

You can watch the on-demand recording here.

Please share your questions below.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------

One topic that came up had to to do with opening a view in the modeller and it filling the screen rather than the user having to go through a process of resizing etc. 

One of the things about TM1Web is that there is both weakness and strength in how it works. The weaknesses are handled in PAW but it's strength is that a "consumer" type of user can just go in and be presented with not just the cubes but all views that they have access to and of course all websheets.  In PAW if we want a user to be a "consumer" then we have to author a report for every case. So adding a view means adding a new report or a new report view./ tab. What would be useful would be a way to have the described TM1Web functionality included in PAW some how. Perhaps the availability of the function would be handled by an attribute on the menu option in PAW. 

Hi everyone,

You can watch the on-demand recording here.

Please share your questions below.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------

Hi John,

I agree with your comments here.  We are already investigating how we could replicate the TM1Web experience in Workspace.  It's important to consider that our modern deployment option (Planning Analytics SaaS on AWS) does not include the TM1Web interface, only Workspace and Planning Analytics for Excel.  In order to provide a smooth transition from TM1Web to Workspace we should add functionality that allows TM1Web solutions to be imported into Workspace without signifigant behaviour changes.  This would include an experience where users can select from a list of prepared views.  However, I think this should be a list of Workspace views, not TM1 views.  Workspace views are saved with more detail than just the MDX query (e.g the view formatting and presentation) and Workspace has a better permissions system when compared to TM1s public or private object system. 

In the current version of Workspace there is no obvious way for consumers to find existing Workspace views and add then to a book.  I'm keen to address this limitation.  

One topic that came up had to to do with opening a view in the modeller and it filling the screen rather than the user having to go through a process of resizing etc. 

One of the things about TM1Web is that there is both weakness and strength in how it works. The weaknesses are handled in PAW but it's strength is that a "consumer" type of user can just go in and be presented with not just the cubes but all views that they have access to and of course all websheets.  In PAW if we want a user to be a "consumer" then we have to author a report for every case. So adding a view means adding a new report or a new report view./ tab. What would be useful would be a way to have the described TM1Web functionality included in PAW some how. Perhaps the availability of the function would be handled by an attribute on the menu option in PAW. 

Hi everyone,

You can watch the on-demand recording here.

Please share your questions below.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------

Thanks Stuart

But I think that proposed approach is not a way to support current functionality where the published views (MDX statements) can be immediately consumed without further authoring in PAW. Just as is possible in PAfE.

Also I'll offer another opinion regarding using the name "View" in PAW, it was very confusing when I first saw it 6 years ago and it still grates on me every time I use it. Given there are books in PAW I think the term "Page" would make more sense and it is very confusing when there are options to save the PAW view and the "save to server" ( Don't they both save to a server?) MDX view. 

John

Hi John,

I agree with your comments here.  We are already investigating how we could replicate the TM1Web experience in Workspace.  It's important to consider that our modern deployment option (Planning Analytics SaaS on AWS) does not include the TM1Web interface, only Workspace and Planning Analytics for Excel.  In order to provide a smooth transition from TM1Web to Workspace we should add functionality that allows TM1Web solutions to be imported into Workspace without signifigant behaviour changes.  This would include an experience where users can select from a list of prepared views.  However, I think this should be a list of Workspace views, not TM1 views.  Workspace views are saved with more detail than just the MDX query (e.g the view formatting and presentation) and Workspace has a better permissions system when compared to TM1s public or private object system. 

In the current version of Workspace there is no obvious way for consumers to find existing Workspace views and add then to a book.  I'm keen to address this limitation.  

One topic that came up had to to do with opening a view in the modeller and it filling the screen rather than the user having to go through a process of resizing etc. 

One of the things about TM1Web is that there is both weakness and strength in how it works. The weaknesses are handled in PAW but it's strength is that a "consumer" type of user can just go in and be presented with not just the cubes but all views that they have access to and of course all websheets.  In PAW if we want a user to be a "consumer" then we have to author a report for every case. So adding a view means adding a new report or a new report view./ tab. What would be useful would be a way to have the described TM1Web functionality included in PAW some how. Perhaps the availability of the function would be handled by an attribute on the menu option in PAW. 

Hi everyone,

You can watch the on-demand recording here.

Please share your questions below.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------

Hi John,

Thank you for pointing out to that functionality.

The Save view as option would make the view available in Report and Analysis  as a page - this is the MDX view. If you use Save to server option, the tm1 native view would be replaced with the MDX view and would be shown and available in the Database tree, we're displaying the warning now to make sure the decision is made to do so as it could have an impact on the legacy clients. We're working towards consistency as the MDX views are offering flexibility and multi-hierarchy awarness. I agree, that we should fully clirify those options in our documentation, that would be available shortly.

Thanks Stuart

But I think that proposed approach is not a way to support current functionality where the published views (MDX statements) can be immediately consumed without further authoring in PAW. Just as is possible in PAfE.

Also I'll offer another opinion regarding using the name "View" in PAW, it was very confusing when I first saw it 6 years ago and it still grates on me every time I use it. Given there are books in PAW I think the term "Page" would make more sense and it is very confusing when there are options to save the PAW view and the "save to server" ( Don't they both save to a server?) MDX view. 

John

Hi John,

I agree with your comments here.  We are already investigating how we could replicate the TM1Web experience in Workspace.  It's important to consider that our modern deployment option (Planning Analytics SaaS on AWS) does not include the TM1Web interface, only Workspace and Planning Analytics for Excel.  In order to provide a smooth transition from TM1Web to Workspace we should add functionality that allows TM1Web solutions to be imported into Workspace without signifigant behaviour changes.  This would include an experience where users can select from a list of prepared views.  However, I think this should be a list of Workspace views, not TM1 views.  Workspace views are saved with more detail than just the MDX query (e.g the view formatting and presentation) and Workspace has a better permissions system when compared to TM1s public or private object system. 

In the current version of Workspace there is no obvious way for consumers to find existing Workspace views and add then to a book.  I'm keen to address this limitation.  

One topic that came up had to to do with opening a view in the modeller and it filling the screen rather than the user having to go through a process of resizing etc. 

One of the things about TM1Web is that there is both weakness and strength in how it works. The weaknesses are handled in PAW but it's strength is that a "consumer" type of user can just go in and be presented with not just the cubes but all views that they have access to and of course all websheets.  In PAW if we want a user to be a "consumer" then we have to author a report for every case. So adding a view means adding a new report or a new report view./ tab. What would be useful would be a way to have the described TM1Web functionality included in PAW some how. Perhaps the availability of the function would be handled by an attribute on the menu option in PAW. 

Hi everyone,

You can watch the on-demand recording here.

Please share your questions below.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------

Thanks Svetlana

I worked out what the options represent 6 years ago but it is confusing for someone new. I think the point is that the option names should be clear enough so that one does not need to resort to documentation.  I would suggest naming something similar to:

• "Save PAW View as"  (Of course I would prefer "Save PAW Page as")
• "Save Database View as" (Or "Save TM1/PAE View as")

John

Hi John,

Thank you for pointing out to that functionality.

The Save view as option would make the view available in Report and Analysis  as a page - this is the MDX view. If you use Save to server option, the tm1 native view would be replaced with the MDX view and would be shown and available in the Database tree, we're displaying the warning now to make sure the decision is made to do so as it could have an impact on the legacy clients. We're working towards consistency as the MDX views are offering flexibility and multi-hierarchy awarness. I agree, that we should fully clirify those options in our documentation, that would be available shortly.

Thanks Stuart

But I think that proposed approach is not a way to support current functionality where the published views (MDX statements) can be immediately consumed without further authoring in PAW. Just as is possible in PAfE.

Also I'll offer another opinion regarding using the name "View" in PAW, it was very confusing when I first saw it 6 years ago and it still grates on me every time I use it. Given there are books in PAW I think the term "Page" would make more sense and it is very confusing when there are options to save the PAW view and the "save to server" ( Don't they both save to a server?) MDX view. 

John

Hi John,

I agree with your comments here.  We are already investigating how we could replicate the TM1Web experience in Workspace.  It's important to consider that our modern deployment option (Planning Analytics SaaS on AWS) does not include the TM1Web interface, only Workspace and Planning Analytics for Excel.  In order to provide a smooth transition from TM1Web to Workspace we should add functionality that allows TM1Web solutions to be imported into Workspace without signifigant behaviour changes.  This would include an experience where users can select from a list of prepared views.  However, I think this should be a list of Workspace views, not TM1 views.  Workspace views are saved with more detail than just the MDX query (e.g the view formatting and presentation) and Workspace has a better permissions system when compared to TM1s public or private object system. 

In the current version of Workspace there is no obvious way for consumers to find existing Workspace views and add then to a book.  I'm keen to address this limitation.  

One topic that came up had to to do with opening a view in the modeller and it filling the screen rather than the user having to go through a process of resizing etc. 

One of the things about TM1Web is that there is both weakness and strength in how it works. The weaknesses are handled in PAW but it's strength is that a "consumer" type of user can just go in and be presented with not just the cubes but all views that they have access to and of course all websheets.  In PAW if we want a user to be a "consumer" then we have to author a report for every case. So adding a view means adding a new report or a new report view./ tab. What would be useful would be a way to have the described TM1Web functionality included in PAW some how. Perhaps the availability of the function would be handled by an attribute on the menu option in PAW. 

Hi everyone,

You can watch the on-demand recording here.

Please share your questions below.

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------

Summary

Modeling, budgeting, forecasting, reporting, and multidimensional analysis - there's a lot you can do with IBM Planning Analytics. Chances are you're just scratching the surface.  

Join us live for our monthly "Ask me Anything" session, hosted by our product management team, designed to answer all of your burning Planning Analytics questions, from product roadmap to upgrades. 

• Engage with the product management team.
• Learn about new features.
• Ask questions.

Please join us in this on-demand webinar. Please share any questions by clicking on the Reply button. If you have not done so already, register to watch here.

------------------------------
Michael McGeein
------------------------------