Hierarchy aware Universal Reports are now available in IBM Planning Analytics for Microsoft Excel
Universal Reports, a new hierarchy aware and parameterized report type, is now available in IBM® Planning Analytics for Microsoft Excel, IBM Planning Analytics TM1® Web, and IBM Planning Analytics Workspace websheets. Universal Reports were previously referred to as Dynamic Quick Reports on Planning Analytics for Microsoft Excel's roadmap.
About Universal Reports
Driven by TM1SET formulas, a Universal Report is a hierarchy aware and parameterized report that achieves its parameterization by using named ranges.
The query parameterization area of a Universal Report is hidden by default. You can unhide this area to see the formulas that drive a Universal Report.
A Universal Report combines features from all report types in Planning Analytics for Excel and allows you to build a complex and sophisticated report. Here are some Universal Report features in Planning Analytics for Excel that you can use to build powerful reports:
- Convert an existing view or Exploration View to a Universal Report
- Add multiple Universal Reports to a single sheet, vertically aligned or side by side
- Toggle rows and columns to expand and collapse consolidated cells
- Launch the set editor from slicers or row and column headers to modify the view
- Apply Excel's conditional formatting rules
- Suppress zeros on rows, columns, or both
- Use spreading shortcuts
For greater customization, you can even modify a Universal Report by directly editing the query parameterization cells.
A Universal Report can be run against the TM1 Server or Planning Analytics Engine to retrieve updated data.
After you create a Universal Report, you can publish the report to the TM1 Server Application folder and open it as a live websheet in TM1 Web or Planning Analytics Workspace websheets.
For more information, see Universal Reports.
Prerequisites
- Planning Analytics on Cloud
- Planning Analytics on Cloud customers must request their TM1 Server be upgraded to 2.0.9.18 IF2 or higher for TM1 Web 2.0.90 to be deployed on cloud.
- Planning Analytics Local
- On-premise customers do not require an upgrade to 2.0.9.18 IF2 to use Universal Reports on TM1 Web 2.0.90 and Planning Analytics for Excel 2.0.90.
- Deployments using distributed TM1 environment
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Planning Analytics for Microsoft Excel and TM1 Web use TM1 Web's EvaluationService component to support features such as Universal Reports and TM1SET. For deployments that use a distributed TM1 environment, you will need to configure the EvaluationService before you can use these features.