How to Install Planning Analytics for Excel (PAx)

Here we are going to detail how to install IBM Planning Analytics for Excel (PAX) or sometimes known as Cognos Analysis for Excel (CAFE) onto a user’s PC.

Please note that if you are looking for instructions to install the Perspectives addin (rather than PAx/CAFE) to Excel, please see this post.

First check that your PC satisfies the supported environment from IBM. This is available here and includes:

  1. At least .Net 4.6.1 (if not present, download it from here).
  2. Primary Interop Assemblies (PIA) for your version of MS Office Office 2007 here, Office 2010 here, for Office 2013 Microsoft doesn’t publish a PIA as apparently they are not needed).

If you get errors installing please see this post.

Then find the correct client tool installation file for either 32 or 64 bit Excel. It will be called “issetup.exe” and then Run as Administrator.
If .NET 4.6.1 is not installed, you will get this message. Go get it, install .Net and restart the computer and then start installing Planning Analytics for Excel again..
Select your language.
Agree to the licence.
Set the installation location.
Agree to add the new folder if it does not exist.
Confirm the components to be installed.
Set the shortcut and make it visible to all users.
Check the installation summary.
Watch the green bar…
Click Finish.
Open Excel and note the new tab for IBM Planning Analytics.
Click Connect.
Enter the relevant details. For Cloud Planning Analytics it will be in the syntax:

  1., where servername is the name assigned by IBM for your cloud environment.
  2. Enter a name that means something to you.
Test the connection
Connect to the new connection using your IBM ID and password.

If you have not been accepted the invitation to be a user of Planning Analytics

You will then be presented with the TM1 environment on the right side.


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About John

Managing Director of Infocube. We are a management accounting consultancy that specialises in Business Analytics.

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