Planning Analytics

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  • 1.  Custom Rollup in PAW Set Editor

    Posted Tue January 16, 2024 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. 



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    Chaturvedi Musham
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  • 2.  RE: Custom Rollup in PAW Set Editor

    Posted Fri January 19, 2024 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).  



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    Stuart King
    IBM Planning Analytics Offering Manager
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  • 3.  RE: Custom Rollup in PAW Set Editor

    Posted Sat January 20, 2024 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



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    Philippe CHAMPLEBOUX
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  • 4.  RE: Custom Rollup in PAW Set Editor

    Posted Wed August 28, 2024 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? 



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    James Lavierre
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