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:|
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…|
|Open Excel and note the new tab for IBM Planning Analytics.|
|Enter the relevant details. For Cloud Planning Analytics it will be in the syntax:|
|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.|