How to Install Planning Analytics for Excel (PAx)

How to install IBM Planning Analytics for Excel (PAX) or Cognos Analysis for Excel (CAFE) onto a client computer and connect to an IBM Cloud version of Planning Analytics (TM1).

This entry was posted in Excel, Planning Analytics, Planning Analytics Excel and tagged Excel, Excel Addin, Planning Analytics. Bookmark the permalink. | Tagged Excel, Excel Addin, Planning Analytics | Leave a comment

Foreign Exchange (FX) Translation in TM1

Simple foreign exchange translation method for use in TM1. Convert multiple currencies to multiple currencies easily using a simple FX rates cube and lookup of a cost centre or entity.

This entry was posted in Rule Examples and tagged currencies, foreign exchange, fx. Bookmark the permalink. | Tagged currencies, foreign exchange, fx | Leave a comment

Errors when Connecting to Planning Analytics for Excel/CAFE

Launching CAFE or Planning Analytics for Excel (PAX) can cause errors if the PC is not configured to conform to IBM’s supported environment. Here we go through how to get it all sorted!

This entry was posted in Errors, Excel, Planning Analytics and tagged Café, Errors, Excel, Excel Addin, PAX, Planning Analytics. Bookmark the permalink. | Tagged Café, Errors, Excel, Excel Addin, PAX, Planning Analytics | 1 Comment

Date and Time Functions in TM1 10.2

Manipulating dates and times in TM1 has always been horrible. Here we discuss the time manipulation methods available from TM1 v10.2 onwards. These include NewDateFormatter, FormatDate and ParseDate. With them you can even change time from one time zone to another.

This entry was posted in TI Functions, TM1 10.2 and tagged FormatDate, NewDateFormatter, ParseDate, Time, Turbo Integrator. Bookmark the permalink. | Tagged FormatDate, NewDateFormatter, ParseDate, Time, Turbo Integrator | Leave a comment

Using the DimensionCreate Function to Create a Dimension in TM1

To create a dimension in a TM1 model use the DimensionCreate function in Turbo Integrator processes. Combine with IF and DimensionExists.

This entry was posted in Dimensions, TI Functions and tagged Dimension, DimensionCreate, DimensionExists, IF, TI Process, Turbo Integrator. Bookmark the permalink. | Tagged Dimension, DimensionCreate, DimensionExists, IF, TI Process, Turbo Integrator | Leave a comment

Checking if a DimensionExists in a TM1 Model

To check if a dimension already exists in a TM1 model use the DimensionExists function in Turbo Integrator processes. Combine with IF and DimensionCreate.

This entry was posted in Dimensions, TI Functions and tagged Dimension, DimensionCreate, DimensionExists, IF, TI Process, Turbo Integrator. Bookmark the permalink. | Tagged Dimension, DimensionCreate, DimensionExists, IF, TI Process, Turbo Integrator | Leave a comment

“Joining” Text Files in a TM1 Turbo Integrator Process

How do you join text files in a TI when loading into TM1? In this post we discuss a method to emulate an SQL join in a TI where a csv or text file is the source for the Turbo Integrator process.

This entry was posted in Attributes, Data Connection, TI Data Sources, TI Processes and tagged Attribute, Dimension, TI Process, Turbo Integrator. Bookmark the permalink. | Tagged Attribute, Dimension, TI Process, Turbo Integrator | Leave a comment

Data Export Tool Review – Flyspeed

Ever needed to create a text file from a data source and you have no tools available to interrogate it? We are doing a cloud Planning Analytics project for a client where they are using an ERP called Finance Plus over a database called Visual Foxpro. Mmmm, I hear you read – why is this relevant for me? Well, Visual Foxpro is a very close relative of dBase – a … Continue Reading

This entry was posted in Data Connection, Planning Analytics, TI Data Sources and tagged ETL, TI Process, Turbo Integrator, TurboIntegrator. Bookmark the permalink. | Tagged ETL, TI Process, Turbo Integrator, TurboIntegrator | Leave a comment

Planning Analytics Supported Environment

We are about to start a new project with a client where they will be using Planning Analytics local (i.e. the new version of on premise TM1). They have asked about the server specifications and what needs to be installed. IBM have a great tool that gives all this information, but it can be very large and unwieldy. This post lists the minimum server requirements for Planning Analytics. So here … Continue Reading

This entry was posted in Installation, Planning Analytics and tagged Installation, Planning Analytics, Server Configuration. Bookmark the permalink. | Tagged Installation, Planning Analytics, Server Configuration | Leave a comment

Operators in TM1 Rule IF Statements

Explanation and Example of “AND” and “OR” Operators in IF statements in TM1 Rules.

This entry was posted in Rule Examples, Rule Functions and tagged IF, operators, Rules. Bookmark the permalink. | Tagged IF, operators, Rules | Leave a comment