IBM task pane

The IBM® task pane is a component in Planning Analytics for Microsoft Excel that provides you access to the source tree, controls for opening datasources, and active workbooks.

The IBM task pane consists of two tabs:
  • The first tab contains the source tree and controls for opening data sources.
  • The Workbook tab contains the components of the active workbook. For example, any Exploration Views, Quick Reports or Dynamic Reports that the workbook contains are listed.
The IBM task pane opens when you start IBM Planning Analytics for Microsoft Excel. You can move and resize the pane.
The source tree displays the data sources that you selected.
  • For TM1® data sources, the tree displays the cube, with its associated dimensions, members, and levels. The source tree also displays saved views and TurboIntegrator processes.
  • For IBM Cognos® Analytics packages based on dimensionally modeled relational (DMR) and OLAP data sources, the source tree displays a dimensional view of your data. The tree is organized into dimensions, hierarchies, levels, and measures.
  • For IBM Cognos Analytics packages based on relational data sources, the source tree displays query subjects, which are organized into lists of data items.
You can add objects to a report by dragging them from the source tree to a worksheet.
Tip: Ensure that all of the dimensions that you use in a report are from the same cube that was used to create the report. Using dimensions from outside of this cube can cause object reference errors.
Trouble: If the IBM Planning Analytics tab is not displayed on the ribbon, see The Cognos Office interface fails to initialize in Microsoft Office.