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What's coming next in IBM Planning Analytics 2.0.66 SC

News


Abstract

The following updates are available in release 2.0.66 SC of Planning Analytics.

Content

Planning Analytics Workspace
The following new features are available in Planning Analytics Workspace.

The modeling workbench is fully integrated with the product

The modeling workbench that was introduced as a beta feature in IBM® Planning Analytics Workspace 2.0.64 and 2.0.65 is now available as a standard product feature.

As documented in the Planning Analytics 2.0.65 new features, the modeling workbench is used to create and maintain your model. All the workbench functionality is identical as in the beta version. However, with the introduction of the Data and Models view in this release, you can access existing workbenches and create new ones in a slightly different way. For example, in previous releases, if you clicked the Data and Models tile in the Quick Launch section of the Welcome page, the workbench view was opened directly. In this release, this action opens the Data and Models view from which you can access existing workbenches and create new ones.

The following screen capture shows the Data and Models page where you can access and manage existing workbenches in the Shared, Personal, or other folders, and use the Create button to start creating new workbenches.

image 10969

For mu information, see Use the modeling workbench to create and manage your model.

Full-page view of the modeling content

The Data and Models page provides access to the modeling content in IBM® Planning Analytics Workspace.

To access the Data and Models page, click the Home menu  home menu, and then click Data and Models. You can also access this page from the welcome page, the Quick Launch section, the Data and Models tile. The following page is opened:

image 10969

From this page, you can create new, and access and manage existing modeling workbenches and modeling books. The modeling content of the Shared, Personal, Favorites, and Recent folders is displayed on separate tabs.

The items in each folder can be displayed in the List view  list icon (default) or Grid view  grid view.

To open an item, click it. The item is opened in the related user interface. To manage an item, use the options in the actions toolbar at the top of the page, or the item context menu  context menu. For example, use these options to delete an item or set access permissions for it.

Apply proportional or relative proportional data spreading to a forecast
Proportional data spreading distributes a specified value among cells proportional to existing cell values.
Relative proportional data spreading distributes values to the leaves (children) of a consolidation proportional to the leaves of a reference cell or cells. This is useful when you want to create a forecast based on a known previous time period.
You can now use both of these data spreading methods to write values to consolidated cells when you create a forecast.

IMPORTANT: Data spreading in a forecast requires TM1 server 11.8.7 (PA 2.0.9.8) or later.
proportional data spreading in a forecast
For more information on using data spreading in a forecast, see the updated content for Forecasting options upon release of 2.0.66.
Hide zero or null data points in select visualizations
You can suppress zeros in an exploration or visualization, but doing so suppresses only entire rows or columns that contain zero or null values. Individual zero/null data points cannot be suppressed.
Planning Analytics Workspace 2.0.66 introduces a Hide empty data points property that hides individual zero or null values in visualizations.  This property is available for the following visualization types:
  • Box plot
  • Line
  • Line & column
  • Radar
  • Word cloud
To enable the property:
  1. Enable Edit mode on the dashboard.
  2. Select a visualization on the dashboard.
  3. Click Properties.
  4. Click the Visualization tab.
  5. Click the Data category.
  6. Enable the Hide empty data points property.
hide empty data points property
When the property is enabled, empty data points are excluded from your visualization.
For example, here's a simple line visualization for a view that includes several zero values (Jan, May, and Aug). In this image, the Hide empty data points property is not enabled. You can see that the zero values are included in the visualization.
zeroes shown
When the Hide empty data points property is enabled, as in the following image of the same visualization, data points for zero values are hidden in the visualization.
zeroes hidden
Confirm the Clear spreading shortcut command in the cube viewer
When you type 'c' or 'C' in a cube viewer cell, you are now prompted to confirm that you want to clear values. This ensures that cell values are not inadvertently cleared. 
You are prompted for confirmation when 'c' or 'C' alone is entered in a cell, and also when entered with trailing or leading spaces or any of the directional spreading indicators ( | ^ < > ).
Include attribute headers when exporting a cube view

The cube viewer supports the display of attribute values on both rows and columns.  In previous version of Planning Analytics Workspace, attribute values were included when you exported a view to Excel, but the attribute name was not exported as a header.

As of Planning Analytics Workspace 2.0.66, attribute names are exported as headers when you export to Excel.

Attributes can exist on rows and columns.  When a view contains attributes on both rows and columns, there can be a conflict as to which attribute name should show up in the header cell.  In this case, the attributes on the rows take priority.

For more information on exporting a view, see Export to Excel.
Use wildcards to search in the Set editor
You can now use the '*' and '?' wildcard characters when searching in the Set editor. The '*' wildcard character matches zero or more characters. The '?' wildcard character matches any single character.
wildcard search
This example returns any member that starts with a single character, with 'e' in the second position, followed by any other characters (or no characters).
For more information on searching in the Set editor, see Search in sets.
Immediately access newly created or saved books, views, and websheet on the Recents tab
Newly created or saved books, views, and websheets are now immediately accessible from the Recents tabs on the Planning Analytics Workspace home page and the Reports and Analysis page.

Planning Analytics for Excel
The following new features are available in Planning Analytics for Excel.
Select members across hierarchies when searching the source tree

You can now select members across multiple hierarchies in the search results and drag them into your report or exploration, as in this example.

multi-select in source tree search

In previous versions of Planning Analytics for Microsoft Excel, you could select members only from within a single hierarchy in the search results.
For more information on searching in the source tree, see Find items in the source tree.

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Document Information

Modified date:
30 July 2021

UID

ibm16469749