Planning Analytics

 View Only
  • 1.  Cube Views in PAW Books

    Posted Tue July 16, 2024 11:40 AM

    We want to be able to change the colors that are used for rule cells based on a global assumption, such as actual month should be Green, and budget months should be black.  Does anyone know if it is possible to change these colors?

    Thanks

    Glen Banks



    ------------------------------
    Glen Banks
    ------------------------------


  • 2.  RE: Cube Views in PAW Books

    Posted Wed July 17, 2024 07:52 AM

    Hi Glen,

    It's not possible...yet.  The 2024 Planning Analytics roadmap includes many additional enhancements to cube viewer formatting.  This includes formatting options to set the background color of the cell based on the properties of the cell (e.g rule derived, consolidation).  These sort of enhancement will appear in the new format manager interface (https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=wnibr2-use-new-format-manager-format-cube-views). 



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



  • 3.  RE: Cube Views in PAW Books

    Posted Wed July 17, 2024 02:19 PM

    Stuart - are there plans to allow conditional formatting by an attribute on the row/column dimension? This alone would help so much with formatting. 



    ------------------------------
    Matthew Berson
    ------------------------------



  • 4.  RE: Cube Views in PAW Books

    Posted Wed July 17, 2024 05:08 PM

    Hi Matthew,

    Yes, we are absolutely planning hierarchy conditional formatting based on properties of member in the hierarchy (e.g all members with an attribute value greater than X should be bold with a red cell background. or, all leaf members in the hierarchy will have a blue font).  This will be much simpler and faster than setting formats on each individual member in the hierarchy.  The idea is that these condition formats will rules will stack on top of each other such that multiple rules could apply to the same row or column. 



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



  • 5.  RE: Cube Views in PAW Books

    Posted Wed July 17, 2024 11:55 AM

    Hi,

    I think this may help you.

    IBM Planning Analytics Workspace - Advanced Conditional Formatting

    YouTube remove preview
    IBM Planning Analytics Workspace - Advanced Conditional Formatting
    Declan Rodger (Technical Director) shows how to apply "advanced" conditional formatting to your IBM Planning Analytics Workspace (PAW) applications. Examples include highlighting which months are Actual vs Forecast and validating users' inputs!
    View this on YouTube >

    Regards.



    ------------------------------
    Jose Luis Senas
    Data Analyst
    Kimberly-Clark Mexico
    Mexico City
    ------------------------------



  • 6.  RE: Cube Views in PAW Books

    Posted Wed July 17, 2024 01:11 PM

    That video gave me exactly what I needed.  Thank you



    ------------------------------
    Glen Banks
    ------------------------------



  • 7.  RE: Cube Views in PAW Books

    Posted Wed July 17, 2024 01:18 PM

    You're welcome.

    Regards.



    ------------------------------
    Jose Luis Senas
    Data Analyst
    Kimberly-Clark Mexico
    Mexico City
    ------------------------------



  • 8.  RE: Cube Views in PAW Books

    IBM Champion
    Posted Fri July 26, 2024 03:20 PM

    Thanks for sharing this Jose Luis! 
    I've always wanted to implement something like this but I forgot the PAW/View behavior with hiding the element instead of removing it from the subset. 



    ------------------------------
    Wilson Quiles Vázquez
    ------------------------------



  • 9.  RE: Cube Views in PAW Books

    Posted Mon July 29, 2024 11:15 AM

    You're welcome. I'm glad to help.

    Regards.



    ------------------------------
    Jose Luis Senas
    Data Analyst
    Kimberly-Clark Mexico
    Mexico City
    ------------------------------