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Custom Rollup in PAW Set Editor

  • 1.  Custom Rollup in PAW Set Editor

    Posted 01/16/24 10:22 AM

    Team,

    When can we expect the Custom rollup to go live? It was mentioned in the ideas portal that it would be available in 2nd half of 2023. This is a much requested feature from our users and we have been communicating to them that it would available in 2h 2023.

    Ideas portal link: https://ibm-data-and-ai.ideas.ibm.com/ideas/PAOP-I-323

    Thanks,

    Chatur. 



    ------------------------------
    Chaturvedi Musham
    ------------------------------


  • 2.  RE: Custom Rollup in PAW Set Editor

    Posted 01/19/24 05:27 PM

    Hi Chaturvedi,

    You can already define custom rollups in the Planning Analytics Workspace cube viewer.  This can be done by selecting one or more members on the row or column axis and using the calculation options.  We also have a Subset calculation (see the screenshot below) feature that allows user to create consolidations (aggregates, averages, sums, etc) based on the members of a public or private subset.  We are expanding this feature to also support unnamed sets and MDX expressions that any user can generate through the set editor.

    This feature can be used on any axis of the cube viewer, including the context axis.  The nice thing about this feature is that the consolidation a user creates can be shared with other users.  

    We are going to rename the 'Subset calculation options' menu item to 'Set consolidations' in an upcoming release.  We also have a major feature planned for Q1 2024 that will allow Workspace users to create aggregates in a slightly more dynamic and interactive way (using the updated selector widgets).  



    ------------------------------
    Stuart King
    IBM Planning Analytics Offering Manager
    ------------------------------



  • 3.  RE: Custom Rollup in PAW Set Editor

    Posted 01/20/24 04:16 AM

    Hi Chaturvedi,

    Hi Stuart,

    Thanks for theses informations and suggestions

    But we still can't manually enter data (spreading)  in the cells of this custom rollup.

    As said Chaturvedi, This is a much requested feature from our users......

    My customers' users are always frustrated to see all the things they can't do with PAFE (that they could do with perspective).
    Given the installed base of TM1 applications, it's hard to get them to believe that switching to PA is a chance for them to move on to something better.
    - data spreading with all kind of report
    - sandbox with all kind of report
    - SubsetName as a coordinate of a dbr or dbrw function
    - report printing by generating multiples files 

    Perhaps, for new customers it is good, but for old customers .......

    Kindly and best regards,

    Philippe



    ------------------------------
    Philippe CHAMPLEBOUX
    ------------------------------

    Original Message


  • 4.  RE: Custom Rollup in PAW Set Editor

    Posted 08/28/24 05:18 AM

    Hi Stuart, 

    As others mentioned current functionality in architect/tm1web to create custom rollups from selected members or subset is heavily used by our users. This functionality used not just for analysis purposes but also for data entry/ spreading purposes. In some of our clients we cannot fully migrate to PAW just because of this reason. Is there a plan to support this (spreading) functionality in near future? 



    ------------------------------
    James Lavierre
    ------------------------------

    Original Message


  • 5.  RE: Custom Rollup in PAW Set Editor

    Posted 06/05/25 02:59 PM

    Hello All,

    We're also looking for the data spreading on custom rollups in PAW. Have there been any updates on this functionality?



    ------------------------------
    Almond Eastland
    Financial Analyst
    Oklahoma City OK
    ------------------------------

    Original Message


  • 6.  RE: Custom Rollup in PAW Set Editor

    Posted 06/05/25 04:18 PM

    Hi Almond,

    We are still planning on an enhancement to TM1 database to allows spreading from MDX aggregates.  There is no signifigant update to provide time.  However, I can confirm this is still on our roadmap. 



    ------------------------------
    Stuart King
    Product Manager
    IBM Planning Analytics
    ------------------------------

    Original Message


  • 7.  RE: Custom Rollup in PAW Set Editor

    Posted 12/19/25 07:53 AM

    Same request from our clients. This functionality was widely used in Perspectives, and is now missing. If you could provide an ETA, that would be helpful in advising out clients.



    ------------------------------
    Dave Heleu
    General Manager
    Cubewise Belgium
    ------------------------------

    Original Message


  • 8.  RE: Custom Rollup in PAW Set Editor

    Posted 12/19/25 08:14 AM

    While spreading is good for some and for Modellers our userbase has a real issue with Spreading from consolidations in Cubeviewer. As its Auto on when you install, we frequently lose data, as people are used to using perspectives that would not let you delete from

    A consolidated node without first warning you (Cube viewer does not).

     

    I' ve raised it multiple times to remove this from Cubeviewer or to add the same safeguards you have in Exploration but its never made it on to IBM's road map.

     

    Kind regards

     

    Phil

    ******************* PLEASE NOTE ******************* This message, along with any attachments, may be confidential or legally privileged. It is intended only for the named person(s), who is/are the only authorized recipients. If this message has reached you in error, kindly destroy it without review and notify the sender immediately. Thank you for your help.
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    All of the companies listed below are part of a group of companies of which the ultimate parent company is Zurich Insurance Group Ltd, a company registered in Switzerland No. CH-020.3.023.083-6/a. Zurich is a trading name of this group of companies.

    Zurich Insurance Company Ltd. A public limited company incorporated in Switzerland. Registered in the Canton of Zurich, No. CHE-105.833.114, registered offices at Mythenquai 2, 8002 Zurich. UK Branch registered in England and Wales no BR000105. UK Branch Head Office: The Zurich Centre, 3000 Parkway, Whiteley, Fareham, Hampshire PO15 7JZ.

    Zurich Insurance Company Ltd is authorised and regulated in Switzerland by the Swiss Financial Market Supervisory Authority FINMA. Authorised by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. Our firm reference number is 959113.

    Zurich Insurance Europe AG. A stock corporation incorporated with limited liability in Germany. Registered in the Register Court of Frankfurt a.M., HRB No. 133359. Registered Office and Seat: Platz der Einheit 2, 60327 Frankfurt, Germany. Ireland Branch registered in Ireland. Registration No. 910127. Ireland Branch Office: Zurich House, Frascati Road, Blackrock, Dublin A94X9Y3, Ireland. UK Branch registered in England and Wales. Registration No. BR7985. UK Branch Head Office: The Zurich Centre, 3000 Parkway, Whiteley, Fareham, Hampshire PO15 7JZ.

    Zurich Insurance Europe AG is authorised and regulated by BaFin - Federal Financial Supervisory Authority. Authorised by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. Our firm reference number is 999465.

    Zurich Insurance Europe AG is registered with the Portuguese Insurance and Pension Funds Authority (Autoridade de Supervisão de Seguros e Fundos de Pensões) under no. 4402 to operate in Portugal under the freedom to provide services.

    Zurich Insurance Europe AG is authorised to operate in Spain under the right of establishment through its branch Zurich Insurance Europe AG, Sucursal en España: Tax ID (NIF) W0072130H, registered address Paseo de la Castellana, 81, planta 22, 28046 Madrid, and registered in the Directorate General of Insurance and Pension Funds Administrative Register with code no. E0189 and in the Commercial Registry of Madrid in volume 36766, Page 1, Sheet M-658706. In enforcement of Article 123 of Royal Decree 1060/2015, of 20 November, on the organisation, supervision and solvency of insurers and reinsurers, it is stated that in the event of the insurer’s liquidation, Spanish liquidation regulations do not apply.

    Each of the following companies has its registered office at Unity Place, 1 Carfax Close, Swindon, SN1 1AP.

    Zurich Financial Services (UKISA) Limited is registered in England and Wales No. 01860680.

    Zurich Assurance Ltd is registered in England and Wales No.02456671. Zurich Assurance Ltd is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Zurich is used as a trading name of Zurich Assurance Ltd.

    Zurich Intermediary Group Limited is registered in England and Wales No. 01909111 and is authorised and regulated by the Financial Conduct Authority.

    Any views or opinions expressed in this email are those of the author only. Communications may be monitored to improve our service and for security and regulatory purposes.

    The information contained in this message is confidential and may be legally privileged. This message is intended for the addressee(s) only. If you are not the intended recipient, please do not read, copy or otherwise use it and do not disclose it to anyone else. Please notify the sender of the delivery error and then delete the message from your system. Thank you for your assistance.



    Original Message


  • 9.  RE: Custom Rollup in PAW Set Editor

    Posted 12/19/25 08:56 AM

    Hi Phil,

    Are you talking about the cube viewer that is opened from Planning Analytics for Excel?  I agree that we should have a way to disable the default type-in spread behaviour for the cube viewer when opened from Planning Analytics for Excel.  We can look into a default setting for the exploration widget in Workspace books as well. 



    ------------------------------
    Stuart King
    Product Manager
    IBM Planning Analytics
    ------------------------------

    Original Message


  • 10.  RE: Custom Rollup in PAW Set Editor

    Posted 12/19/25 09:01 AM

    Hi Stuart,

     

    Yes I am. I have now worked for 2 companies who effectively use it as a replacement for Perspectives, but it does not mirror the behaviours of perspectives in this respect. Therefore, there is a real risk that data can be accidentally deleted when creating a view in Viewer if you accidentally press delete, as it spreads over the view you have open at the time. Thisis not like Exploration or other reports where you have to then Commit that change. Perspectives used to ask you if you wanted to take that action.

     

    Kind regards

     

    Phil  

    ******************* PLEASE NOTE ******************* This message, along with any attachments, may be confidential or legally privileged. It is intended only for the named person(s), who is/are the only authorized recipients. If this message has reached you in error, kindly destroy it without review and notify the sender immediately. Thank you for your help.
    -------------------------------------------------

    All of the companies listed below are part of a group of companies of which the ultimate parent company is Zurich Insurance Group Ltd, a company registered in Switzerland No. CH-020.3.023.083-6/a. Zurich is a trading name of this group of companies.

    Zurich Insurance Company Ltd. A public limited company incorporated in Switzerland. Registered in the Canton of Zurich, No. CHE-105.833.114, registered offices at Mythenquai 2, 8002 Zurich. UK Branch registered in England and Wales no BR000105. UK Branch Head Office: The Zurich Centre, 3000 Parkway, Whiteley, Fareham, Hampshire PO15 7JZ.

    Zurich Insurance Company Ltd is authorised and regulated in Switzerland by the Swiss Financial Market Supervisory Authority FINMA. Authorised by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. Our firm reference number is 959113.

    Zurich Insurance Europe AG. A stock corporation incorporated with limited liability in Germany. Registered in the Register Court of Frankfurt a.M., HRB No. 133359. Registered Office and Seat: Platz der Einheit 2, 60327 Frankfurt, Germany. Ireland Branch registered in Ireland. Registration No. 910127. Ireland Branch Office: Zurich House, Frascati Road, Blackrock, Dublin A94X9Y3, Ireland. UK Branch registered in England and Wales. Registration No. BR7985. UK Branch Head Office: The Zurich Centre, 3000 Parkway, Whiteley, Fareham, Hampshire PO15 7JZ.

    Zurich Insurance Europe AG is authorised and regulated by BaFin - Federal Financial Supervisory Authority. Authorised by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details about the extent of our regulation by the Prudential Regulation Authority are available from us on request. Our firm reference number is 999465.

    Zurich Insurance Europe AG is registered with the Portuguese Insurance and Pension Funds Authority (Autoridade de Supervisão de Seguros e Fundos de Pensões) under no. 4402 to operate in Portugal under the freedom to provide services.

    Zurich Insurance Europe AG is authorised to operate in Spain under the right of establishment through its branch Zurich Insurance Europe AG, Sucursal en España: Tax ID (NIF) W0072130H, registered address Paseo de la Castellana, 81, planta 22, 28046 Madrid, and registered in the Directorate General of Insurance and Pension Funds Administrative Register with code no. E0189 and in the Commercial Registry of Madrid in volume 36766, Page 1, Sheet M-658706. In enforcement of Article 123 of Royal Decree 1060/2015, of 20 November, on the organisation, supervision and solvency of insurers and reinsurers, it is stated that in the event of the insurer’s liquidation, Spanish liquidation regulations do not apply.

    Each of the following companies has its registered office at Unity Place, 1 Carfax Close, Swindon, SN1 1AP.

    Zurich Financial Services (UKISA) Limited is registered in England and Wales No. 01860680.

    Zurich Assurance Ltd is registered in England and Wales No.02456671. Zurich Assurance Ltd is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Zurich is used as a trading name of Zurich Assurance Ltd.

    Zurich Intermediary Group Limited is registered in England and Wales No. 01909111 and is authorised and regulated by the Financial Conduct Authority.

    Any views or opinions expressed in this email are those of the author only. Communications may be monitored to improve our service and for security and regulatory purposes.

    The information contained in this message is confidential and may be legally privileged. This message is intended for the addressee(s) only. If you are not the intended recipient, please do not read, copy or otherwise use it and do not disclose it to anyone else. Please notify the sender of the delivery error and then delete the message from your system. Thank you for your assistance.



    Original Message


  • 11.  RE: Custom Rollup in PAW Set Editor

    Posted 12/19/25 08:24 AM

    Hi Dave,

    The ability to create a user defined calculation (include aggregates) exists on the cube viewer.  Our current roadmap includes enhancements to the calculation capabilities on the cube viewer.  We are working towards supporting custom expressions being used to define any calculation that could be translated into MDX.  Calculations from the cube viewer can be asymmetric and use members from multiple dimensions.  There is no planned roadmap work to also implement new calculations in the set editor.  

    Spreading from MDX aggregate calculations remains on our roadmap.

     



    ------------------------------
    Stuart King
    Product Manager
    IBM Planning Analytics
    ------------------------------

    Original Message


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