Planning Analytics

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  • 1.  Planning Analytics with Excel, on a Mac

    Posted 03/24/26 08:53 AM

    Hi everyone,

    Excel integration in Planning Analytics has always been one of my favourite features.  

    The exception here is if you are like me, a Mac user.

    So, I decided to scratch my own itch and I now have a minimum viable product which has the following functionality natively for TM1 in Excel for Mac:

    • snapshot a cube view to a worksheet
    • support for VIEW, SUBNM and DBRW functions to refresh values in an existing slice

    It uses the TM1 API via VBA and while there are many many many caveats, if there is any interest let me know.

    Cheers,

    Rod



    ------------------------------
    RodJ
    ------------------------------


  • 2.  RE: Planning Analytics with Excel, on a Mac

    Posted 03/24/26 09:30 AM

    First off, congratulations. This is an impressive piece of work, and honestly a great example of someone in the TM1 community scratching their own itch and turning it into something genuinely useful.

    You've clearly hit on a real pain point. Excel has always been a core strength of TM1, and Mac users have felt that gap for a long time. Having native support to snapshot a cube view and refresh slices using familiar functions like VIEW, SUBNM, and DBRW, even with caveats is no small feat. Very well done.

    It's also worth noting, for others following this thread, that IBM is in the process of bringing Planning Analytics for Excel to Excel Online. As that becomes available, Mac users will also have access to PAfE capabilities through Excel Online, without being tied to Windows.

    Thanks for sharing this, I'm sure there will be interest, and it's great to see this kind of creativity and initiative in the TM1 ecosystem.



    ------------------------------
    Xavier Osorio
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  • 3.  RE: Planning Analytics with Excel, on a Mac

    Posted 03/24/26 07:47 PM

    Thanks Xavier,

    I am looking forward to the Excel Online version coming out too.

    Cheers,

    Rod



    ------------------------------
    Rod Jager
    Excelerated Consulting
    Australia
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  • 4.  RE: Planning Analytics with Excel, on a Mac

    Posted 03/24/26 02:17 PM

    This is excellent!  nice job.  I too use a Mac and this has always been a bit of a struggle!  Cant wait for IBM to bring to Excel online.



    ------------------------------
    Michael Bernaiche
    Director of AI-Enabled Financial Planning Systems (IBM Planning Analytics & Cognos)
    Lodestar Solutions
    Tecumseh MI
    5177159826
    ------------------------------



  • 5.  RE: Planning Analytics with Excel, on a Mac

    Posted 03/24/26 07:45 PM

    Hi Michael,

    Yes, when Apple had the Intel architecture it was simple enough to use a local VM so that was my workaround.

    I will do some more tidying up and share via GitHub for anyone interested.

    Cheers,

    Rod



    ------------------------------
    Rod Jager
    Excelerated Consulting
    Australia
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  • 6.  RE: Planning Analytics with Excel, on a Mac

    Posted 03/25/26 01:42 AM
    Edited by Rick Stevenson 03/25/26 09:37 AM
    Great thread, and Rod — really nice work building a Mac-native solution using the TM1 REST API and VBA. That takes real initiative, and it's clear you've hit on a pain point that a lot of us in the TM1 community have felt for years.
     
    Xavier makes an excellent point about IBM working toward bringing Planning Analytics for Excel to Excel Online. That will be a welcome addition when it arrives.
     
    In the meantime, I wanted to let the community know that this capability actually exists today. Our product, PAXcel™, is a browser-based Excel Web Add-in built specifically for IBM Planning Analytics / TM1. Because it runs as an Office Web Add-in, it works everywhere Excel runs — Windows desktop, Mac desktop, Excel Online, and even Excel on iPad. No VMs, no Parallels, no COM add-in, and no local installation required.
     
    Here's what PAXcel delivers right now:
     
    • True Cross-Platform Support — runs natively on Windows, Mac, Excel Online, and iPad from a single add-in. Mac and Windows users get the same full-featured TM1-in-Excel experience without any platform-specific workarounds
    • PAXCEL.GET — retrieve individual cell values from any TM1 cube, similar to DBRW but with batched API calls that consolidate thousands of cell requests into a single REST API call for dramatically better performance
    • PAXCEL.VIEW — snapshot an entire cube view directly into a worksheet as a spilled array from a single formula, with full element selection and filtering
    • PAXCEL.SEND — write values back to TM1 from Excel, enabling true two-way planning workflows from any platform
    • Interactive Cube Viewer — a built-in drag-and-drop cube viewer with drill-down, filtering, and export capabilities, all within the Excel task pane
    • Modern Authentication — OAuth 2.0 and SSO integration with per-user TM1 security, so every user sees only the data their TM1 security profile allows
    • Zero IT Deployment — cloud-hosted add-in with no version compatibility issues between Excel and PAfE, no desktop installation, and automatic updates
    • Full Planning Analytics Cloud and on-premise TM1 support
     
    For Mac users especially, this eliminates the need for VMs, Parallels, or workarounds — and Windows users benefit from a lighter-weight, always-current add-in that doesn't require PAfE installation or IT coordination.
     
    PAXcel connects directly to the TM1 REST API — it has no dependency on PAfE at all — so it works today without waiting for IBM's Excel Online release timeline.
     
     
    If anyone is interested in a demo or has questions, feel free to reach out to me directly:
     
    Rick Stevenson
    Happy to answer any questions here in the thread as well. Great to see this kind of innovation and discussion in the community!


  • 7.  RE: Planning Analytics with Excel, on a Mac

    Posted 03/26/26 05:42 AM

    Hi Rick,

    Thanks for taking the time to respond. 

    I'm in the process of tidying up the solution a bit more and I will make available via GitHub for anyone that is interested.

    Cheers,

    Rod



    ------------------------------
    Rod Jager
    Excelerated Consulting
    Australia
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  • 8.  RE: Planning Analytics with Excel, on a Mac

    Posted 04/30/26 09:32 AM
    Edited by Lorraine Rizzuto 05/05/26 09:16 AM

    Hi,

    I also created an Office.js add-in that you can use some custom functions (MDX, VIEW, SUBSET, DBR, DBS) for getting or saving data to TM1.

    You can download the manifest file here and sideload the add-in.

    Sideload Office Add-ins on Windows

    Sideload Office Add-ins on Mac

    Sideload Office Add-ins on the web