Hi - sorry if this is a repost; I think I had an user error when trying to post this question yesterday but I couldn’t find it after posting.
We are working on converting our finance users from TM1 Perspectives to Planning Analytics for Excel. These are long-time Perspectives users who are used to doing things a certain way, so a lot of this journey is change management. This is one of the stickier issues with the users.
This is an example of a current cube view in Perspectives. What the users like is that the dimensions wrap to the next row, they don’t take up much space (small font), and they can see all of the dimension selections while building the view without any extra clicks to check.
This is the same view in Planning Analytics Viewer:
The issue here is:
· Not being able to see all dimensions without clicking into the black box
· Even hiding hierarchy names and icons doesn’t save much space and the size of the font in the data limits the amount of info they can see (vs Perspectives)
For Explorer View in Planning Analytics for Excel:
The issue is also having to scroll to see all of the dimensions, and that the overview bar takes up so much space (as much as the tool bar) which can limit the working area if someone is on a laptop.
We do see how you can move the overview bar to float – however, it stays horizontal; is there any way to stack the dimensions vertically to make this easier to use?
If there is something I’m missing, or even a good resource to check to provide guidance to my team for some of the changes between the two versions, I appreciate any advice! I do realize that some of this may simply be that they just must get used to it (I know I have as the person who’s been using it over the past year) – but I thought it was worth it to check if there are ways to modify some of these settings for individual users.
Thanks!