Planning Analytics

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Hi Almond, from my experience I'd like to suggest you to implement process orchestration by storing the process names and run-time parameters in a dedicated cube and use a wrapper process to read this cube, execute the processes and trap the execution status. This will also result easier setup of the front-end screens in PAW. Kind regards, Luc

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Thank you for the suggestion, Luc. 

The reason we're using Applications instead of a process that kicks off the other processes (we do have several processes that do that) is usually either because (1) if any one of the processes generates an error, the user should stop and correct the error before continuing, and/or (2) because certain processes should not be started until the previous process has finished. We do have a cube that captures the run times of all processes executed, but I don't know how to leverage it to accomplish both of these objectives.

If you have any further thoughts or can point me in the direction of further resources on the topic, I would greatly appreciate it.

Hi Almond, from my experience I'd like to suggest you to implement process orchestration by storing the process names and run-time parameters in a dedicated cube and use a wrapper process to read this cube, execute the processes and trap the execution status. This will also result easier setup of the front-end screens in PAW. Kind regards, Luc

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Hi Almond, basically you need a cube where you store the process names in order of execution. Furthermore, you need to store the process parameters and the start condition (previous process completed successfully). You then need to create a wrapper process bringing it all together.  I've implemented it a couple of times using custom development, but there is also a development framework called Apliqode that already provides the required functionality. Kind regards, Luc

Thank you for the suggestion, Luc. 

The reason we're using Applications instead of a process that kicks off the other processes (we do have several processes that do that) is usually either because (1) if any one of the processes generates an error, the user should stop and correct the error before continuing, and/or (2) because certain processes should not be started until the previous process has finished. We do have a cube that captures the run times of all processes executed, but I don't know how to leverage it to accomplish both of these objectives.

If you have any further thoughts or can point me in the direction of further resources on the topic, I would greatly appreciate it.

Hi Almond, from my experience I'd like to suggest you to implement process orchestration by storing the process names and run-time parameters in a dedicated cube and use a wrapper process to read this cube, execute the processes and trap the execution status. This will also result easier setup of the front-end screens in PAW. Kind regards, Luc

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Luc's answer may be the best one but back to your question.

I imagine TM1Web would provide what you need though I have never tried to run processes like that from the applications folder.  With TM1Web everything that you have access to in the applications folder and every cube view you have access to is available for use. TM1Web remains available with 2.1

PAW is different again, NOTHING is immediately available for use.  An authoring process (Report (Book) or an application ) has to be undertaken before anything can be used. This authoring can be done by roles other than consumers. The authored object can be temporary or permanent (saved) into a folder structure. 

To get back to your specific question if we use a Report as an example you would need to create a book and place action buttons in there.  So this is fundamentally different to what you are used to though it's not a difficult process and there are some advantages:

1) Validations/ drop downs can be applied to the process parameters

2) You can set things up so that you have cube views displayed so that data is rendered after each step which can be useful if there are things that need to be checked before going to the next. 

The idea is to give more of an application experience. 

IIRC there was also mention in last weeks AMA about whether websheets should be in the TM1 server environment or stored in PAW itself, so that may give some idea as to the direction things are headed. 

I hope that helps. 

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

I took a quick look at one of the sample TM1 models with shortcuts to TI processes.  It looks like TM1Web does not show application folders that are empty, or application folders that only contain TI processes.   Planning Analytics Workspace will show an empty folder, but does not display the shortcuts to objects.

I agree with John that the best option would be to create a Workspace book or Websheets that has buttons that provide access to the processes you want to execute.  Instead of setting permissions on the application folder you can set permissions to determine which users can access the book or Websheet (or the folder in Workspace that contains books and\or websheets).

It is possible to implement support for the application folder shortcuts to processes and other objects in Workspace.  I don't think it makes sense to do this since users need to open a Workspace book to access the model tree and see these shortcut objects.  If the users need to open a book then it is going to be easier for them to click a button on the book then expand the model tree.

Somewhat related to this topic, we are working on implementing support for the applications folder in the Modeling Workbench.  Modelers will be able to create, delete, rename the application folders, and set permissions.  Here is a screenshot of the upcoming feature (note that we relabeled the Applications folder to Websheets in Workspace):

This functionality should help modelers manage the applications folder without having to open Planning Analytics for Excel.

We may consider adding adding more options to the application folder in Workspace modeling (e.g upload, download, public\private).

Luc's answer may be the best one but back to your question.

I imagine TM1Web would provide what you need though I have never tried to run processes like that from the applications folder.  With TM1Web everything that you have access to in the applications folder and every cube view you have access to is available for use. TM1Web remains available with 2.1

PAW is different again, NOTHING is immediately available for use.  An authoring process (Report (Book) or an application ) has to be undertaken before anything can be used. This authoring can be done by roles other than consumers. The authored object can be temporary or permanent (saved) into a folder structure. 

To get back to your specific question if we use a Report as an example you would need to create a book and place action buttons in there.  So this is fundamentally different to what you are used to though it's not a difficult process and there are some advantages:

1) Validations/ drop downs can be applied to the process parameters

2) You can set things up so that you have cube views displayed so that data is rendered after each step which can be useful if there are things that need to be checked before going to the next. 

The idea is to give more of an application experience. 

IIRC there was also mention in last weeks AMA about whether websheets should be in the TM1 server environment or stored in PAW itself, so that may give some idea as to the direction things are headed. 

I hope that helps. 

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Luc's answer may be the best one but back to your question.

I imagine TM1Web would provide what you need though I have never tried to run processes like that from the applications folder.  With TM1Web everything that you have access to in the applications folder and every cube view you have access to is available for use. TM1Web remains available with 2.1

PAW is different again, NOTHING is immediately available for use.  An authoring process (Report (Book) or an application ) has to be undertaken before anything can be used. This authoring can be done by roles other than consumers. The authored object can be temporary or permanent (saved) into a folder structure. 

To get back to your specific question if we use a Report as an example you would need to create a book and place action buttons in there.  So this is fundamentally different to what you are used to though it's not a difficult process and there are some advantages:

1) Validations/ drop downs can be applied to the process parameters

2) You can set things up so that you have cube views displayed so that data is rendered after each step which can be useful if there are things that need to be checked before going to the next. 

The idea is to give more of an application experience. 

IIRC there was also mention in last weeks AMA about whether websheets should be in the TM1 server environment or stored in PAW itself, so that may give some idea as to the direction things are headed. 

I hope that helps. 

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Thank you, John.

We do have workbooks (both in Excel and PAW) that use buttons to kick off specific processes, and I understand their advantages. I was just hoping not to have to create those for all of my existing applications due to the work involved. It's a lot faster to set up a list of processes to run in order than it is to create some sort of decent-looking workbook with a button for each of them. Plus, I have had a lot of issues with the Excel workbooks getting corrupted and having to be rebuilt from scratch, which is frustrating.

Thanks for the tip on AMA. I don't think I've ever used websheets, so I'll need to learn more about them and how to use them.

Luc's answer may be the best one but back to your question.

I imagine TM1Web would provide what you need though I have never tried to run processes like that from the applications folder.  With TM1Web everything that you have access to in the applications folder and every cube view you have access to is available for use. TM1Web remains available with 2.1

PAW is different again, NOTHING is immediately available for use.  An authoring process (Report (Book) or an application ) has to be undertaken before anything can be used. This authoring can be done by roles other than consumers. The authored object can be temporary or permanent (saved) into a folder structure. 

To get back to your specific question if we use a Report as an example you would need to create a book and place action buttons in there.  So this is fundamentally different to what you are used to though it's not a difficult process and there are some advantages:

1) Validations/ drop downs can be applied to the process parameters

2) You can set things up so that you have cube views displayed so that data is rendered after each step which can be useful if there are things that need to be checked before going to the next. 

The idea is to give more of an application experience. 

IIRC there was also mention in last weeks AMA about whether websheets should be in the TM1 server environment or stored in PAW itself, so that may give some idea as to the direction things are headed. 

I hope that helps. 

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Almond

I wasn't suggesting creating Excel workbooks to use as Websheets.

PAW has something separate called Books which are web forms. Books contain tabs, each tab can contain many floating objects including PAW action buttons, text fields, hyperlinks etc and also cube views (though known as PAW views which contain more than a MDX definition) and websheets (web rendered Excel sheets)

It really is something very different. Worth searching on youtube or wherever to see some good use cases.

John

Thank you, John.

We do have workbooks (both in Excel and PAW) that use buttons to kick off specific processes, and I understand their advantages. I was just hoping not to have to create those for all of my existing applications due to the work involved. It's a lot faster to set up a list of processes to run in order than it is to create some sort of decent-looking workbook with a button for each of them. Plus, I have had a lot of issues with the Excel workbooks getting corrupted and having to be rebuilt from scratch, which is frustrating.

Thanks for the tip on AMA. I don't think I've ever used websheets, so I'll need to learn more about them and how to use them.

Luc's answer may be the best one but back to your question.

I imagine TM1Web would provide what you need though I have never tried to run processes like that from the applications folder.  With TM1Web everything that you have access to in the applications folder and every cube view you have access to is available for use. TM1Web remains available with 2.1

PAW is different again, NOTHING is immediately available for use.  An authoring process (Report (Book) or an application ) has to be undertaken before anything can be used. This authoring can be done by roles other than consumers. The authored object can be temporary or permanent (saved) into a folder structure. 

To get back to your specific question if we use a Report as an example you would need to create a book and place action buttons in there.  So this is fundamentally different to what you are used to though it's not a difficult process and there are some advantages:

1) Validations/ drop downs can be applied to the process parameters

2) You can set things up so that you have cube views displayed so that data is rendered after each step which can be useful if there are things that need to be checked before going to the next. 

The idea is to give more of an application experience. 

IIRC there was also mention in last weeks AMA about whether websheets should be in the TM1 server environment or stored in PAW itself, so that may give some idea as to the direction things are headed. 

I hope that helps. 

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Yes, sorry I wasn't clear. We use web Books all the time. However, setting up these processes to run either through an Excel workbook or a PAW book involves creating, placing, formatting, defining, etc. a bunch of buttons. My original question was whether there's anything similar to Applications so I don't have to do all that set up when all I want is a list of processes I can run through one after the other.

Almond

I wasn't suggesting creating Excel workbooks to use as Websheets.

PAW has something separate called Books which are web forms. Books contain tabs, each tab can contain many floating objects including PAW action buttons, text fields, hyperlinks etc and also cube views (though known as PAW views which contain more than a MDX definition) and websheets (web rendered Excel sheets)

It really is something very different. Worth searching on youtube or wherever to see some good use cases.

John

Thank you, John.

We do have workbooks (both in Excel and PAW) that use buttons to kick off specific processes, and I understand their advantages. I was just hoping not to have to create those for all of my existing applications due to the work involved. It's a lot faster to set up a list of processes to run in order than it is to create some sort of decent-looking workbook with a button for each of them. Plus, I have had a lot of issues with the Excel workbooks getting corrupted and having to be rebuilt from scratch, which is frustrating.

Thanks for the tip on AMA. I don't think I've ever used websheets, so I'll need to learn more about them and how to use them.

Luc's answer may be the best one but back to your question.

I imagine TM1Web would provide what you need though I have never tried to run processes like that from the applications folder.  With TM1Web everything that you have access to in the applications folder and every cube view you have access to is available for use. TM1Web remains available with 2.1

PAW is different again, NOTHING is immediately available for use.  An authoring process (Report (Book) or an application ) has to be undertaken before anything can be used. This authoring can be done by roles other than consumers. The authored object can be temporary or permanent (saved) into a folder structure. 

To get back to your specific question if we use a Report as an example you would need to create a book and place action buttons in there.  So this is fundamentally different to what you are used to though it's not a difficult process and there are some advantages:

1) Validations/ drop downs can be applied to the process parameters

2) You can set things up so that you have cube views displayed so that data is rendered after each step which can be useful if there are things that need to be checked before going to the next. 

The idea is to give more of an application experience. 

IIRC there was also mention in last weeks AMA about whether websheets should be in the TM1 server environment or stored in PAW itself, so that may give some idea as to the direction things are headed. 

I hope that helps. 

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?

Good morning,

I was looking to solve this same issue, that when on-prem and then after migrating to IBM Cloud, the Applications in Architect were set up to easily navigate a workflow, such as loading data from on prem data source.  As an Admin, I found it much easier to use this process and be able to follow workflow steps.

I am currently working on setting up this same type of structure using PAW Workbench.  So far, this has worked well for the data load and settings that are used by Admin.  Utilizing a Workbench, the tabs can be organized to follow the same workflow that was used in Architect.

I have not had time to work on creating several PAW books.  The Workbench seems a better option for now.

Thought to share this insight for now.

Yes, sorry I wasn't clear. We use web Books all the time. However, setting up these processes to run either through an Excel workbook or a PAW book involves creating, placing, formatting, defining, etc. a bunch of buttons. My original question was whether there's anything similar to Applications so I don't have to do all that set up when all I want is a list of processes I can run through one after the other.

Almond

I wasn't suggesting creating Excel workbooks to use as Websheets.

PAW has something separate called Books which are web forms. Books contain tabs, each tab can contain many floating objects including PAW action buttons, text fields, hyperlinks etc and also cube views (though known as PAW views which contain more than a MDX definition) and websheets (web rendered Excel sheets)

It really is something very different. Worth searching on youtube or wherever to see some good use cases.

John

Thank you, John.

We do have workbooks (both in Excel and PAW) that use buttons to kick off specific processes, and I understand their advantages. I was just hoping not to have to create those for all of my existing applications due to the work involved. It's a lot faster to set up a list of processes to run in order than it is to create some sort of decent-looking workbook with a button for each of them. Plus, I have had a lot of issues with the Excel workbooks getting corrupted and having to be rebuilt from scratch, which is frustrating.

Thanks for the tip on AMA. I don't think I've ever used websheets, so I'll need to learn more about them and how to use them.

Luc's answer may be the best one but back to your question.

I imagine TM1Web would provide what you need though I have never tried to run processes like that from the applications folder.  With TM1Web everything that you have access to in the applications folder and every cube view you have access to is available for use. TM1Web remains available with 2.1

PAW is different again, NOTHING is immediately available for use.  An authoring process (Report (Book) or an application ) has to be undertaken before anything can be used. This authoring can be done by roles other than consumers. The authored object can be temporary or permanent (saved) into a folder structure. 

To get back to your specific question if we use a Report as an example you would need to create a book and place action buttons in there.  So this is fundamentally different to what you are used to though it's not a difficult process and there are some advantages:

1) Validations/ drop downs can be applied to the process parameters

2) You can set things up so that you have cube views displayed so that data is rendered after each step which can be useful if there are things that need to be checked before going to the next. 

The idea is to give more of an application experience. 

IIRC there was also mention in last weeks AMA about whether websheets should be in the TM1 server environment or stored in PAW itself, so that may give some idea as to the direction things are headed. 

I hope that helps. 

We use Applications in Architect for our monthly workflow (image attached).  It currently consists of about 100 processes. As far as I can tell, with Architect going away, I will have to build workbooks or web sheets with action buttons to replace this functionality. Obviously, that's much more cumbersome and time-consuming than just adding processes. If this functionality already exists in PAW, could someone please point me in the direction of where it is/how to use it? If it does not, are there plans to replace it in PAW?