Hello Community,
Here a bunch of questions, as we're starting to use Planning Analytics for Microsoft Excel & Workspace in real life :

1. On the login page, how could we get rid of the choice between "Windows authentication" & "Native authentication" and use "Native authentication" as the default option ?
2. What language can be used in snap commands ? Only English ? 
3. When you enter a snap command, PA seems to try to connect to all the TM1 servers available (listed) in the left pane tree. Is it the normal behavior and if so, can this try be done in silent mode ? If I have 10 TM1 server listed and I only have access to one, I don't want to see many popup windows which will ask for my credentials.
4. How to define a default element on each dimension. When we create a new view on a Cube, for each dimension a default element is selected. How can we select this default element.
5. Dimensions of a cube are not displayed in the same way whether you're an Admin on an Analyst on Workspace.
6. The dimension selector behave differently when it's a row/column dimension or an offspread (filter) dimension
7. In the French version of Planning Analytics Workspace, you can use the "retirer" option for a calculated member but it not only remove the element from the selection, it deletes completely the element from the view.
8. What settle the language for Planning Analytics Workspace ? Everything is in English except Planning Analytics Workspace which is shown in French (I'm currently in France)
9. On folder security, when you uncheck "inherited" from the access right window, everything is unchecked. I would expect that what is already checked remain "as is" and I can change each option individually
10. Help on Planning Analytics Workspace 2.0.46 is not consistent regarding the version displayed in the documentation (2.0.45)
11. Is there a link on the Planning Analytics Workspace documentation which links to the online documentation (most up to date)
12. Copy/Paste from a Planning Analytics Workspace view. Using a Select A, to select all the cells, I can copy the cell content but not the headers... Is there a way to retain rows/columns header within a copy ?
13. On Planning Analytics for Microsoft Excel, on an exploration, is there a way to put a + sign in front of agregate elements ?

Thanks to those who will take the time to read this long list and provide answers !
Regards,

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Bob
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#PlanningAnalyticswithWatson

Re:  #4 Use the }HierarchyProperties cube element defaultMember.  That's the only one I can answer.​

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Chris Courim
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A few more for you : 

1.  
3. When you enter a snap command, PA seems to try to connect to all the TM1 servers available (listed) in the left pane tree. Is it the normal behavior and if so, can this try be done in silent mode ? If I have 10 TM1 server listed and I only have access to one, I don't want to see many popup windows which will ask for my credentials. Not sure, but as a user it seems like snap commands, like the search feature has not had an update in a very long time. 
4. How to define a default element on each dimension. When we create a new view on a Cube, for each dimension a default element is selected. How can we select this default element. Chris is right, plus you can use the update mdx hierarchy function to avoid a restart
8. What settle the language for Planning Analytics Workspace ? Everything is in English except Planning Analytics Workspace which is shown in French (I'm currently in France) paw uses the browser language, you'll need to implement captions to have your model be multi lingual 
12. Copy/Paste from a Planning Analytics Workspace view. Using a Select A, to select all the cells, I can copy the cell content but not the headers... Is there a way to retain rows/columns header within a copy ? Have you tried the export option? 
13. On Planning Analytics for Microsoft Excel, on an exploration, is there a way to put a + sign in front of agregate elements ? Good question. Everything in Pax is governed by excel styles. Of there is an exploration consolidated style you could edit it to add a "+" sign to the front of all values

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Ryan Clapp
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Hi Bob,

I can answer the first two questions...

1  - I think this is happening because you are authenticating against a TM1 database that is configured with IntegratedSecurityMode=2.  IntegratedSecurityMode 2 allows for both native authentication and Windows authentication.  I think you should see the same two mode authentication prompt if you try logging into TM1Web.  If you only want native authentication you will need to change the TM1 database to use IntegratedSecurityMode=1.  There is no way to disable a specific authentication mode for just TM1Web or Workspace.

2 - English only.  I confirmed this by looking at the snap command documnetation (https://www.ibm.com/support/knowledgecenter/fr/SSD29G_2.0.0/com.ibm.swg.ba.cognos.pa_trial.2.0.0.doc/c_prism_snap.html) with my browser set to French.  The actual commands are the exact same.

For items 5 and 6 can you provide more detail or maybe a screenshots?  I don't see why the dimensions would be displayed differently between roles?  Keep in mind that in Planning Analytics Workspace you need to be modeler or admin role to access some content (e.g control objects and Ti processes) regardless of your role in the TM1 database.  Is it possible you are referencing modeling functionality that would require the modeler role?.  It does make sense that the set/element selection widget would be slightly different depending on the axes of the view it currently sits on.  For rows and columns you can select multiple elements.  For the context (filter) axes you need to pick a single element (or a calculation/aggregation in select cases).

7 - Expected behaviour.  Under the covers the calculation is stored in the views MDX.  At some point in the future we would like to detach calculations and aggregations from view MDX so they can be shared between users and reused in multiple views.  Think of the old UDC functionality (but the UDC would be stored as an object in PAW).  

Let me know if this helps.  I can dig into your other questions later (if Ryan and Chris don't get to them first...thanks team!)


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Stuart King
IBM Planning Analytics Offering Manager
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Stuart , 
Regarding UDC , I see definecalc() introduced in the new version.
Documentation is not sufficient to follow and achieve, do you have any KB link which explains how and where this needs to be worked upon with some steps or example ?

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=functions-definecalc

Thanks
Suresh Kappeta

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Suresh Kappeta
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Original Message:
Sent: Thu December 05, 2019 12:53 PM
From: STUART KING
Subject: Planning Analytics for Microsoft Excel & Workspace questions

Hi Bob,

I can answer the first two questions...

1  - I think this is happening because you are authenticating against a TM1 database that is configured with IntegratedSecurityMode=2.  IntegratedSecurityMode 2 allows for both native authentication and Windows authentication.  I think you should see the same two mode authentication prompt if you try logging into TM1Web.  If you only want native authentication you will need to change the TM1 database to use IntegratedSecurityMode=1.  There is no way to disable a specific authentication mode for just TM1Web or Workspace.

2 - English only.  I confirmed this by looking at the snap command documnetation (https://www.ibm.com/support/knowledgecenter/fr/SSD29G_2.0.0/com.ibm.swg.ba.cognos.pa_trial.2.0.0.doc/c_prism_snap.html) with my browser set to French.  The actual commands are the exact same.

For items 5 and 6 can you provide more detail or maybe a screenshots?  I don't see why the dimensions would be displayed differently between roles?  Keep in mind that in Planning Analytics Workspace you need to be modeler or admin role to access some content (e.g control objects and Ti processes) regardless of your role in the TM1 database.  Is it possible you are referencing modeling functionality that would require the modeler role?.  It does make sense that the set/element selection widget would be slightly different depending on the axes of the view it currently sits on.  For rows and columns you can select multiple elements.  For the context (filter) axes you need to pick a single element (or a calculation/aggregation in select cases).

7 - Expected behaviour.  Under the covers the calculation is stored in the views MDX.  At some point in the future we would like to detach calculations and aggregations from view MDX so they can be shared between users and reused in multiple views.  Think of the old UDC functionality (but the UDC would be stored as an object in PAW).  

Let me know if this helps.  I can dig into your other questions later (if Ryan and Chris don't get to them first...thanks team!)


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Stuart King
IBM Planning Analytics Offering Manager
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can you say more? at the examples in the doc not working for you, either?

what is the failure mode?

We can definitely improve the documentation further, and there are some more refinements/integrations of this technology expected. I can't say much about timing though.

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Ted Phillips
IBM
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Original Message:
Sent: Tue January 17, 2023 03:45 PM
From: Suresh Kappeta
Subject: Planning Analytics for Microsoft Excel & Workspace questions

Stuart , 
Regarding UDC , I see definecalc() introduced in the new version.
Documentation is not sufficient to follow and achieve, do you have any KB link which explains how and where this needs to be worked upon with some steps or example ?

https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=functions-definecalc

Thanks
Suresh Kappeta

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Suresh Kappeta
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Original Message:
Sent: Thu December 05, 2019 12:53 PM
From: STUART KING
Subject: Planning Analytics for Microsoft Excel & Workspace questions

Hi Bob,

I can answer the first two questions...

1  - I think this is happening because you are authenticating against a TM1 database that is configured with IntegratedSecurityMode=2.  IntegratedSecurityMode 2 allows for both native authentication and Windows authentication.  I think you should see the same two mode authentication prompt if you try logging into TM1Web.  If you only want native authentication you will need to change the TM1 database to use IntegratedSecurityMode=1.  There is no way to disable a specific authentication mode for just TM1Web or Workspace.

2 - English only.  I confirmed this by looking at the snap command documnetation (https://www.ibm.com/support/knowledgecenter/fr/SSD29G_2.0.0/com.ibm.swg.ba.cognos.pa_trial.2.0.0.doc/c_prism_snap.html) with my browser set to French.  The actual commands are the exact same.

For items 5 and 6 can you provide more detail or maybe a screenshots?  I don't see why the dimensions would be displayed differently between roles?  Keep in mind that in Planning Analytics Workspace you need to be modeler or admin role to access some content (e.g control objects and Ti processes) regardless of your role in the TM1 database.  Is it possible you are referencing modeling functionality that would require the modeler role?.  It does make sense that the set/element selection widget would be slightly different depending on the axes of the view it currently sits on.  For rows and columns you can select multiple elements.  For the context (filter) axes you need to pick a single element (or a calculation/aggregation in select cases).

7 - Expected behaviour.  Under the covers the calculation is stored in the views MDX.  At some point in the future we would like to detach calculations and aggregations from view MDX so they can be shared between users and reused in multiple views.  Think of the old UDC functionality (but the UDC would be stored as an object in PAW).  

Let me know if this helps.  I can dig into your other questions later (if Ryan and Chris don't get to them first...thanks team!)


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Stuart King
IBM Planning Analytics Offering Manager

One more....#11.  I checked and found this:



Click the question mark at the top right of Workspace, select Docs, and then click Accessible Docs at the top right (of the screenshot above).  This seems to bring you to the Infocenter.  I think we could make this more obvious (open an enhancement request).  





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Stuart King
IBM Planning Analytics Offering Manager
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13) not easily. such dynamic styling is possible with Dynamic Reports at this time (which is powered by Excel styles via the Selective Formatting engine).
Exploration Report's rendering stylesheet does not discriminate between leaf and summary headers.

with some considerable sophistication, you could use a composite of either: (In conjunction with Excel-Styling mode)

a) tm1 worksheet functions referencing the headers with conditional formatting (understood this would have a limit to the same-named & also default hierarchy)

b) cell function to try and interrogate the indentation appearance [maybe] with conditional formatting (i believe this would only be possible on the row axis, among other limitations)

lastly, I'll say that this is a concept we have in mind for the future ;-)
visual cues are great.

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Ted Phillips
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2. Snap commands are only English. For power users you just need to type the first letter or so of the command no need to type the whole thing. This is shown by the bold characters in the command name, like drill, find, hide, etc.

3. I think maybe you are mixing up Snap Commands (accessed from a grid) with the "natural language search" at the top of the dashboard. The natural language search is multi-lingual but yes it tries to search across all servers.

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Sean McDowell
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Hello all,
First of all, thank you for taking some time to provide me some feedback/solutions about the issues/question we encounter in Planning Analytics.

I've created a synthesis of all the answers I get at this time. You can find it here.

You can update the synthesis if needed and I'll try to continue to feed it with new solutions as soon as I get some.
I'm waiting for my infra team to provide me an environment with the TM1 sample databases and as soon as I get it, I'll be able to provide screen copy / screen cast to demonstrate the issues.

Finally, I was wondering if it wouldn't be a good idea to create a PA FAQ website in order to have a centralized place where to find common answers to common problems.
Regards,



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Bob
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