IBM Support

What's coming next in IBM Planning Analytics 2.0.62 SC

News


Abstract

The following updates will be available in release 2.0.62 SC of Planning Analytics.

This document also describes known issues in 2.0.62 SC.

Content

Planning Analytics Workspace
The following new features are available in Planning Analytics Workspace.
 
Delete a database in Planning Analytics on Cloud
Planning Analytics Workspace 2.0.61 SC introduced the ability to create a TM1 database. Planning Analytics on Cloud customers can now also delete TM1 databases by using Planning Analytics Workspace Administration. You no longer need to submit a support ticket to have a TM1 database deleted for you!
delete database

The self-service delete action removes the database from the user interface. However, the database directory and its contents are retained on the data tier. You can later decide whether they should be deleted, moved, copied, or kept on the data tier. 

You must use the Planning Analytics Workspace new interface, which is also referred to as New Experience, to delete the database. You can even delete a database while using the New Experience in Preview mode. You can learn more about enabling the New Experience in Preview mode in this Knowledge Center topic: Manage the new experience for your users
You cannot delete a database in Planning Analytics on Cloud using the Planning Analytics Workspace Classic interface.
To rename a TM1 database, you still need to open a support ticket.
Retrieve data from multiple TM1 databases in a websheet (Planning Analytics Workspace local only)
You can now retrieve data from more than one TM1 database in a websheet. 
All databases referenced in a websheet must be registered on the same Admin host.  
You can retrieve data from multiple databases only in Custom Reports and Dynamic Reports, which use the VIEW function to retrieve data.
To successfully reference multiple databases in a websheet:
  • Database names must be static; computed database names are not supported
  • All databases must be configured to use the same authentication mode
  • Users must have common credentials across databases
Seamlessly scroll through all objects in the data tree
Planning Analytics Workspace 2.0.610 SC introduced a Load more setting for the data tree. This setting determined the number of items within a node that could be viewed before you had to click Load more to retrieve and display more items.
The Load more setting has been removed from Planning Analytics Workspace. You can now scroll infinitely through all items in a node in the data tree.
Hide totals in a visualization with a new toolbar button
You can now hide totals in visualizations with a couple of clicks on a new toolbar button.
To hide totals in a visualization, click the new Hide all totals button on the toolbar, then turn on the Hide all totals option.
hide totals
To restore totals in the visualization, turn off the Hide all totals option.
The new Hide all totals button is available only when working with visualization. the button is not present on the toolbar for explorations.
Use scorecards to track objectives
If a view is configured to support scorecarding, you can now select from five scorecards to view data and track the progress of your organization.
scorecards
To display a scorecard, click the Change visualization button and pick one of the following scorecards types:
Impacts - Illustrates the positive and negative relationships between the metrics in your metrics cube. This type of diagram shows how the business works by displaying how one metric influences another.
History - Shows a column chart of data for a metric. By default, it compares the actual value against the target value for each time period, and indicates whether the result is within an accepted tolerance.
Process - Shows metrics in the context of a process flow.
Region - Shows performance across geographies on a map overlay.
Strategy Map - Tracks business performance by perspectives, objectives, and metrics.
Create asymmetric calculations on stacked rows or columns in an exploration
You can now create calculations that apply to nested dimension sets on rows or columns in a view. Because these calculations are applied to specific selected members are not common to all nested sets for the dimension, they are called asymmetric calculations.
Asymmetric calculation can be confined within a single nested set or span multiple nested sets of the same dimension.
In this example, which is confined within a single nested set, you can see the Putters+Woods asymmetric calculation in the Products set. It calculates the total of Putters and Woods in Canada. Note that the calculation appears just once; it is not duplicated in both nested Products sets.
asymmetric calculation within a single set
This example shows the Golf Accessories + Putters asymmetric calculation, which spans multiple nested sets of the Product dimension. It calculates the total of Golf Accessories in the United States plus Putters in Canada. Though the calculation spans the nested Products set for both United States and Canada, it appears only in the nested Products sets for Canada.
asymmetric calculation
To create an asymmetric calculation:
  1. Click the Targeted selection icon for the axis where you want to create the asymmetric calculation.  row selection for rows and targeted column for columns.
  2. Select the members you want to be included in the calculation. Use CTRL+click to select multiple non-adjacent members, use SHIFT+click to select multiple adjacent members. The asymmetric calculation will be inserted adjacent to the last member you select.
  3. Right-click a selected member, then click Create calculation.
  4. Optionally, enter a descriptive name for the calculation.

    If you create a calculation without entering a descriptive name, the calculation is assigned a name that reflects the calculation type you choose, with references to the nested set members included in the calculation. For example, Golf Accessories + Putters or median (Irons, Putters, Woods).
     
  5. Select the calculation you want to apply. See Member calculations for more details on the calculation that are available.
  6. Click OK
  7. To remove a calculation, right-click the calculation label in the view, then click Remove.
Synchronize parameters for an Action button that runs a TurboIntegrator process
You can now synchronize string parameters for a TuroIntegrator process that is executed from an Action button, so the process picks up parameter values from other synchronized objects in a book.
When setting a parameter for a process that is executed from an Action button, select the Synchronized Control Type and select the dimension and hierarchy to be synchronized under the Control Details column. 
synchronized process parameters
When a user executes a process with synchronized parameters, parameter values are automatically passed to the process from other synchronized items in the book.   
A process can receive synchronized parameter values from any of the following items:
  • cube view (exploration or visualization)
  • websheet
  • dimension selector
  • synchronization tile
Work with values formatted as Percentage in the Cube Viewer
When you double-click a cell formatted as Percentage in the Cube Viewer, you now continue to see the value expressed as a percentage. In previous versions of Planning Analytics Workspace,  double-clicking on a cell formatted as Percentage would display the underlying decimal value as stored in the Planning Analytics database. 
Additionally, when you modify a value in a cell formatted as Percentage, you now always see the value you entered expressed as a percentage. In previous versions of Planning Analytics Workspace, when you entered a value in a cell formatted as Percentage while the Defer on leaf data change option was enabled, the value was displayed as decimal, and would be updated to percentage only after refreshing the view.

Planning Analytics for Excel
The following new features are available in Planning Analytics for Excel.
 
New Report ribbon group
Planning Analytics for Microsoft Excel now features a new group in the ribbon area, called Report. The Report ribbon group contains options that you can use to quickly show the report of a highlighted cell, view the report properties of a highlighted cell, and highlight the report area of a cell.
report ribbon group

Known issues in Planning Analytics 2.0.62 SC
Unexpected label in websheet Scatter Chart
This issue occurs when label text in a Scatter Chart is edited to use customized/hardcoded text. Instead of displaying the customized label text, the label displays "[x-value], [y-value]". X value and y value are the values for the data point as set in the range of the chart.
The highlighted label in this image illustrates the issue.
error in scatter chart

[{"Line of Business":{"code":"LOB10","label":"Data and AI"},"Business Unit":{"code":"BU059","label":"IBM Software w\/o TPS"},"Product":{"code":"SSD29G","label":"IBM Planning Analytics"},"ARM Category":[{"code":"a8m0z000000Gn0QAAS","label":"General"}],"Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"All Version(s)"}]

Document Information

Modified date:
16 March 2021

UID

ibm16420175