Updated Universal Report converter features

Learn about the new Universal Reports converter features in IBM® Planning Analytics for Microsoft Excel.

Properties Parametrization

The Active Display (Alias) and expand aboves properties in the hidden range for Universal Reports are now parameterized.

With Active Display (Alias) and Expand aboves parameterized, you no longer need to use the concatenate formula to have individual control of each hierarchy's alias selection.

Planning Analytics for Microsoft Excel hides the query parametrization cells of a Universal Report when it is created from an existing view or Exploration. To see the parametrization of the Active Display (Alias) and Expand aboves properties in Planning Analytics for Microsoft Excel:
  1. Highlight the rows and columns of the sheet.
  2. Right-click and select Unhide. The cells that are included in the report properties and named ranges are now visible.

The following image shows the parametrization of the Active Display (Alias) and Expand aboves property:

Active Display (Alias) and (Expand Aboves parametrization

With these properties parameterized, you can now change the Active Display (Alias) from the set editor.

To change the Active Display (Alias) value from the set editor in a Universal Report:
  1. Right-click on a row or column for which you want to change the Active Display (Alias).
  2. On the IBM Planning Analytics menu, click Edit Set to open the set editor.
  3. In the Display Member ID menu, change the alias of the specified row or column.
    Set editor interface
    Your changes are reflected on the sheet.

Hidden Range enhancement

You can now use the Show Format and Hide Format buttons in the ribbon to show and hide the hidden range in Universal Reports.

Note: To show and hide the hidden range in Planning Analytics for Microsoft Excel 2.0.92 and earlier, you can highlight the rows and columns you want to show/hide the hidden range for, right-click, and toggle the Hide option.

Additionally, the way that hidden ranges of Universal Reports are placed on a sheet has changed.

Each time a new Universal Report is generated on a sheet in Planning Analytics for Microsoft Excel, the hidden range for that report is inserted at the A1 cell. The hidden range of each new Universal Report added to the sheet will be placed at the A1 cell, and the hidden range of the previous report shifts down.

This prevents the data in the hidden ranges from overlapping when there are multiple Universal Reports on the same sheet.

In addition, the hidden range is horizontally aligned with its corresponding Universal Report.

The following image shows these features:

Hidden ranges of multiple universal reports on one sheet