2.0.52 - Feature updates, April 16, 2020

IBM® Planning Analytics for Microsoft Excel was refreshed on April 16, 2020 to include the following features and notices.

Updates to each version of Planning Analytics for Microsoft Excel are cumulative. To see what was new in the previous release, see 2.0.51 - Feature updates, March 06, 2020 .

All connections are switching to IBM Planning Analytics Workspace

As of 2.0.52, if you are using TM1 Server 2.0.9 or newer and have any connections through PMHub in IBM Planning Analytics for Microsoft Excel, your connections will be switched to solely go through Planning Analytics Workspace.

All new connections in Planning Analytics for Microsoft Excel currently go through Planning Analytics Workspace. Existing PMHub connections will be switched to Planning Analytics Workspace connections if you are using Planning Analytics for Microsoft Excel 2.0.52 or newer with TM1 Server 2.0.9 or newer.

Improvements to the set editor

As of 2.0.52, the set editor has a number of improvements to make it easier to work with large dimensions.

To use the updated set editor, ensure that you have IBM Planning Analytics Workspace version 2.0.52 or later installed. Refer to the Planning Analytics for Microsoft Excel conformance requirements.

Note: If you are using IBM Planning Analytics for Microsoft Excel versions 2.0.51 and older with Planning Analytics Workspace versions 2.0.52 and newer, you will see all of the new set editor features, however any changes made in the default view settings for the Available Members and Current Set panes will not be saved.

Focus on one area at a time

You can hide the pane that you are not currently working in to enable you to focus on one area at a time.

Open and close the panes in the set editor.

Maximize the set editor

Quickly maximize the set editor by clicking the Max icon .

Note: If you added the set editor from the tree, you can resize the set editor by dragging the grab handles.

Drag and drop

Drag members into the Current Set from Available Members. Dragging uses the default insert settings Default insert settings icon . If there are a lot of members in the Current Set, you can scroll down the pane while dragging the selection into the correct position.

Easy access to functions

The new toolbar makes it easy to edit the members in the current set, with the most frequently used functions available.

Toolbar with cut, copy, remove, sort ascending, sort descending, sort hierarchically ascending, sort hierarchically descending, convert to static set, and edit MDX functions available.

Configure default view settings for the Available Members and Current Set panes

For the Available Members pane, you can choose to display Default set, All roots, All members, or All leaves by default. For the Current Set pane, you can choose whether to display the members as a Hierarchy, or as a Definition (MDX).

Setting menu which enables you to configure the default view settings, and whether to show the set as hierarchy or as an MDX definition

Click Settings icon. to access the Settings menu.

For more information about the set editor, see Sets.

Version requirements for using IBM Planning Analytics for Microsoft Excel 2.0.52 with TM1 Server.

Improvements in IBM Planning Analytics for Microsoft Excel 2.0.52 are tested on the current supported TM1 Server versions (For more information on supported TM1 Server versions, see IBM Planning Analytics for Microsoft Excel conformance requirements. Please note that some functionality will not work as expected in TM1 Server versions 2.0.5 and older.