Cubewise EDU’s June Newsletter

Cubewise EDU, the place to upskill your know-how on IBM Planning Analytics/TM1!

Next online classroom commences on July 12, 2022 in the Australian and European time zone.
Spots are limited, so get in quick!

🌏 Australian Time Zone: 9:00am to 5:00pm AEST
🌏 European Time Zone: 8:00am to 4:00pm BST

July 12 – End User (PAW)
July 13 – Apliqo UX Fundamentals
July 14 – End User (Perspectives)
July 14 – End User (PA for Excel)
July 15 – Developer Fundamentals
July 19 – Pulse Fundamentals
July 20 – Advanced Rules
July 21 – Advanced TurboIntegrator
July 22 – Advanced Reporting (Perspectives)
July 22 – Advanced Reporting (PA for Excel)
July 26 – Advanced MDX

Looking to upskill in more than one course? Join the Power User Plan and gain access to ALL our courses!
Email edu@cubewise.com for more information.

The next TM1py Fundamentals online classroom commences August 4, 2022.

TM1py Fundamentals training runs every quarter. May sessions were sold out in Australia and Europe!
Enrol today to kickstart your knowledge using TM1py!

📢 Classes will be held online.
📢 Class will run every quarter and commences on the first week of the month. Attend four 2-hour sessions over 4 consecutive weeks.
📢 Achieve a personalised digital badge that you can proudly share on LinkedIn by getting your knowledge endorsed.
📢 Monthly open forum scheduled after the course, for course members to engage with an expert on TM1py and go through any questions.

Join our monthly open forum, exclusive to Power User members!
Last week, we published a poll on “What would you like to learn more about?”
By popular demand, this month’s Ask Me Anything would be on Rules.

Join this meeting, hosted by Bryan Wan, Head of Cubewise EDU, to go through any questions you may have on Rules.

Tuesday, June 14 17 8:30am – 8:45am AEST (3:30pm PDT, 5:30pm CDT, 6:30pm EDT) and 8:00am – 8:15am BST (9:00am CEST, 10:00am MSK, 5:00pm AEST )

Not yet a Power User member? The Power User Plan has many benefits for end-users and developers, which includes access to ALL training courses and much more!

Insights on IBM Planning Analytics for Excel

Automatically set Excel to refresh data on writeback – Set how you want a Custom Report to refresh after an input. Either refresh the workbook, worksheet or don’t do anything. The choice is yours!
Default Setting = none (don’t do anything)

Our Horizon presentation of the month is … AI Forecasting in IBM Planning Analytics Workspace, presented by Vedant Dadhich 🎉🎉🎉
Learn how to generate a forecast based on historical actuals.

Key Takeaways:

• A demo on how to set up predictive forecasting
• PAW 2.0.58 or greater is needed for this feature

Enjoy!

It’s the all new Season 02 of The Breakfast Show with Jon Lee!

Join us on the show where Jon meets up again with Marius Wirtz, the inventor of TM1py to talk about various topics around how to get more out of TM1py.

Watch the episode to learn:

• How to get more out of TM1/TM1py with, what’s new in TM1py
• The latest use cases
• Data integration platforms
• TM1py training with Marius
• TM1 helper tools
• What to look out for when using OptimusPy and why you should use it.

Enjoy!

2021 has been a hard year for business. But the plethora of financial and operational challenges companies faced this year also provided plenty of opportunities to reflect, learn, and grow.

In the 2022 instalment of Jack’s masterclass series, we’ll take a bird’s eye view at some of the key learnings from our previous masterclasses, as well as the lessons we learned as we navigate the murky waters of FP&A post-COVID-19.

Enroll today on the 6 module Masterclass presented by Jack Alexander!

📅 2022 FP&A Masterclass content calendar:

• March 17: The Ultimate Value Drivers: Growth and Return on Invested Capital (ROIC)
• April 28: Planning and Analysis for Critical Value Drivers, Part 1: Growth and Profitability
• June 9: Planning and Analysis for Critical Value Drivers, Part 2: Asset Management
• July 21: Strategic Analysis and Planning
• September 1: The External View: Benchmarking Performance and Competitive analysis
• October 13: Developing Predictive and Analytical Models

Date: Tuesday 14th June 2022

Time:
11AM Sydney / 9AM Singapore
11AM Paris / 10AM London
12AM US East Coast

Enable IBM Planning Analytics and TM1 user success with Apliqo UX:

• Build you own curated planning & reporting applications using a friendly and modern web interface.
• Leverage all the great functionality and engine power offered by Planning Analytics and TM1.
• Enjoy the freedom to customize and extend your solution to meet the requirements of your business.
• Benefit from the new collaboration and notification feature and work more efficiently with people across the organisation.

Please join us to see all these features live in our upcoming webinar!

The presentation will take about 30 minutes, followed by 10 minutes of live Q&A with the Apliqo team. This virtual event is presented by the Apliqo product management team.

Thanks to TM1py, there is no limit to ways to connect TM1 with any data source on cloud or on-premise.

This article explains the logic to write a Python script to connect Oracle NetSuite with IBM Planning Analytics (TM1). The only thing you will need is to write one Python script!

As your financial system gets larger and more complex, you’re exposed to a wide range of users and will inevitably bump up against performance challenges that come along with the increased scope.

No matter how much effort you put into creating highly efficient and optimized workflows and processes, you’re never going to escape user complaints such as:
– “The application isn’t performing as it should…”
– “The process is much slower than it used to be…”
– “Something is going wrong with the way the application runs…”

Unfortunately, as the developer, you might not always have control over how to fix these problems.

Pulse offers some powerful functionality when it comes to understanding issues in the past.

Are you inundated with requests for various tasks that it’s become challenging to keep your eye on everything?

Arc’s To-Do list functionality brings IBM Planning Analytics (TM1) developers a new and innovative way to organize their tasks. When used regularly, you’ll ensure that you never forget anything you need to do, you keep track of your progress, and you can quickly come back to what you were working on with the Arc To-Do List module.

IBM Planning Analytics (TM1) is always innovating new concepts and features that can help developers and in v11 of the TM1 server, they introduced something called a hierarchy. The idea was that you could add a new level between a dimension and its various elements. One dimension could have multiple hierarchies within it and it serves to greatly improve the performance and flexibility of your application.

Unfortunately, the adoption of hierarchies has been relatively slow in the TM1 community because the related Excel functions just didn’t support this aspect of the software. And with so many users relying on Excel reports, the function just didn’t get the attention and appreciation it deserved.

Until now…

Slice Brings Hierarchies to Excel!

Our Code Team has been hard at work trying to solve this problem and we’re excited to say that with Slice, all of this is now possible! Slice enables Excel reports to support hierarchies for the first time, making the most of functions like SUBNM, DBR, and so much more.

Arc is a piece of software designed to help IBM Planning Analytics (TM1) developers to increase their productivity without compromising the quality of their work. Since its launch in March 2018, over 500 developers have chosen Arc as their development tool of choice and they continue to benefit from the immense value that it provides.

Let’s look at some of the ways that Arc helps to improve your productivity by finishing tasks faster and more efficiently:

• A Single Platform for All Your Development Needs
• Access Your TM1 Objects Quicker
• Duplicate Code Faster and More Efficiently
• Start a New Process from a Template
• Code Faster with Shortcuts
• Create Time Dimensions
• Save Time by Testing Your Security with Impersonation

Planning Analytics

Read about what’s new or updated in IBM® Planning Analytics 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.

IBM® Planning Analytics Local version 2.0.9.14 and the cloud release of IBM Planning Analytics with Watson™ version 2.0.9.14 includes updates for IBM TM1® Server version 11.8.13.
IBM Planning Analytics with Watson version 2.0.9.14 includes numerous improvements and defect fixes, but does not include new features.

Planning Analytics Workspace

Find out what’s new or changed in the most recent release of IBM® Planning Analytics Workspace. The new features described here always reflect the full capabilities of Planning Analytics Workspace on cloud.

Create and apply a custom theme for Planning Analytics Workspace
You can now create and upload a custom theme to reflect your corporate branding in Planning Analytics Workspace.

Send an email notification when you open a plan step
You can now send an email notification to contributors when you open a step in a plan.

Create control objects on the modeling workbench
You can now create cube, dimension, and process control objects on the modeling workbench.

Preview additional data source rows in the process editor
When you are creating or editing a process with a database connection or file data source, you can now preview additional rows to assist you in managing your process.

Sorting available members in the new experience set editor
You can now sort members, attributes, and properties under Available members in the new experience set editor. Previously, you could sort only the Current set.

Delete sets from the new experience set editor
An additional way to delete sets is now available. Previously, you could delete sets only from the navigation tree but now you can also delete sets from the new experience set editor.

Use the updated cell comment feature in the new experience cube viewer
The cell comments feature in the new experience cube viewer has a new look and feel, making it easier to read and enter comments.

Enhanced search and filter features
The search and filter features for the Available members pane in the new experience set editor have been enhanced. Before Planning Analytics Workspace 2.0.76, you could use Search to search for members in a set and use Filter for advanced search options. Now, both these features are more intuitive and improved for usability.

New properties for tree map visualisations
Three new properties, Show leaf labels, Leaf label format, and Show intermediate labels are now available for Tree map visualisations. Use these properties to customise the appearance of the visualisation.

Customise the background color for data and header cells
In the new experience view, you can now customise the background color of data cells and row and column header cells to any color from the palette or custom color selector.

Updated design for data spread options
As part of the ongoing effort to standardize the Planning Analytics Workspace user experience, the Spread data options dialog box in the new experience view has been updated.

Deprecation notice – process editor to be removed from books, available only on workbenches as of Planning Analytics Workspace 2.0.78
Starting with Planning Analytics Workspace 2.0.78, processes must be created and edited on a modeling workbench.

Deprecation notice for IBM Planning Analytics Workspace Classic experience
The IBM Planning Analytics team intends to remove the capability to remain on Planning Analytics Workspace Classic and preview the Planning Analytics Workspace new experience as part of the Planning Analytics Workspace update in July 2022.

Planning Analytics for Microsoft Excel

Read about what’s new or updated in IBM® Planning Analytics for Microsoft Excel.

Create a report in a new workbook from the IBM task pane
You now have the option to open a report in a new workbook when you create a report from the task pane in IBM Planning Analytics for Microsoft Excel.

Configure version control to download an update
Administrators can now configure version control in IBM Planning Analytics for Microsoft Excel to download a specific version of the software when users click Update in any compatibility status message.

What’s new in TM1 Web

Read about what’s new or updated in IBM® TM1® Web

There are new features in IBM® TM1® Web. For more information, see the TM1 Web documentation in IBM Knowledge Center. 

IBM® Planning Analytics TM1 Web was refreshed on May 6, 2022 to include fixes only.

Updates to each version of TM1® Web are cumulative. To see what was new in the previous release, see What’s new in TM1 Web.