Longtime Data41 IBM Planning Analytics Architect, Chris Maling, offers up some quick tips on how to better navigate and use IBM Planning Analytics from an End User perspective. 1. Get to the Excel Add-in area quicker through the Developer menu The Developer menu has shortcuts to the Add-ins. If you do not have the Developer menu showing in the Excel menu, then add it in: Go to File – Options: Select “Customize Ribbon” on the left and then click on the “Developer” on the list of menu items. Click OK. The Developer menu is now available: Click on the Developer menu, and take note of the Add-Ins section: From here you can:
- Add the “IBM Framework for Office” add-in by clicking on the “COM Add-Ins” icon
- Add the two “IBM Cognos Office…” add-ins by clicking on the “Excel Add-ins” icon
- Shift + F10 – Show the context menu for whatever item or cell is selected. Note that there is an IBM Planning Analytics sub-menu on the context menu for any cell on a sheet
- Alt + F9 – Rebuilt a Dynamic Report
- CTRL+M, A – Edit an annotation for a selected cell (hold Ctrl+M while pressing A)
- CTRL+M, C – Commit a value for the selected cell, or for the current Quick Report
- CTRL+M, R – Refresh the current Quick Report or Exploration View
- CTRL+M, P – Shows the properties for a Quick Report
- CTRL+M, Z – Undo the most recent action in an Exploration
Frequently Asked Questions
IBM Planning Analytics with Watson (PDF, 850 KB) is an AI-infused continuous integrated planning solution that allows you to transcend the limits of manual planning.
Read about what’s new or updated in IBM® Planning Analytics with Watson and components that are installed with Planning Analytics, such as TM1® Server, TM1 Web, TM1 Performance Modeler, and TM1 Architect. Some updates affect only IBM Planning Analytics Local.