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Why YOU should attend Analytics University 2018

As a user of IBM Analytics products, your best opportunity to polish your skills, build your professional credentials and learn directly from IBM experts and peers is at Analytics University. This year there are two opportunities to attend: one in Stockholm on September 17–20, and another in Miami on October 2–5. As you participate in hands-on workshops, expert discussions, technical deep dives and product demonstrations, you’ll have the chance to: Network with more than 1,000 business leaders, analysts, data scientists, IT professionals and subject matter experts See how products like IBM Cognos Analytics, IBM Planning Analytics and IBM Data Science Experience work individually and together to drive stronger decisions Get the inside scoop on deployment and management from successful IBM clients Learn new ways to use IBM solutions to set better operational goals, predict opportunities and threats and improve your organization’s analytic capabilities Learn strategies from experts that drive better business performance Experience the latest technologies from IBM Business Partners Technical sessions will cover a broad range of topics including cloud migration strategies, AI-driven optimization of operations (supply chain, retail, manufacturing, etc.), advanced reporting techniques and the field application of specific technologies. Our product team will also give you the latest information on current offerings, new releases and the future direction of the entire IBM Analytics portfolio. Over the course of three days, you’ll learn from more than 100 sessions in six distinct tracks: Unite: Combine solutions to drive innovation Recommended for executives, managers and analytics leaders Plan & Report: Enable continuous and agile planning Recommended for finance professionals, business users and IT administrators Explore & Visualize: Build dashboards, reports and data visualizations Recommended for business analysts, business users and IT/BI administrators Predict & Optimize: Explore, model and deploy Recommended for data science managers, data analysts, business users and business analysts Manage: Manage and access your data Recommended for data architects and IT professionals Trust: Establish a trusted analytics foundation Recommended for Chief Data Officers, Chief Analytics Officers, Chief Marketing Officers, data architects and data engineers Many sessions will be led by IBM executives and product managers. But the event will be even more robust thanks to contributions across a range of topics by other IBMers, business partners, customers, analysts and industry experts. Learn new skills. Drive change in your organization. IBM Analytics University 2018 is an outstanding opportunity for you to improve your analytics skills while building your “alumni network” of contacts in the industry. Whatever your background or level of expertise, there’s a place for you at IBM Analytics University. It gets even better. If you book before July 31st, you’ll save €150 for the Stockholm event or $200 for the Miami event. Register today at ibm.co/AnalyticsUniversity. We’ll see you there!

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User Invitation Improvements

If you have the administrator role, the Planning Analytics user invitation process has been enhanced with two updates to ease the effort of user administration: Set the role when you invite multiple users to join Planning Analytics Workspace. Set the subscription when you invite multiple users to join Planning Analytics Workspace. Set the subscription when you invite users to join Planning Analytics The Planning Analytics user invitation process has been enhanced to allow for subscriptions (IBM Planning Analytics Modeler, IBM Planning Analytics Explorer, IBM Planning Analytics User, etc) to be set during the invitation process.  Until now, when inviting users with the Workspace Administer screen, users were set to the Modeler subscription part creating confusion with administrators.  This enhancement will allow customers to manage their subscription user counts.  It is highly recommended that administrators update the subscriptions for their user community.  For more information on the subscription parts and the relationship to Workspace roles, please visit the "Administer Users" section in the documentation. When inviting a single user, the subscription must be selected to proceed: When inviting multiple users with the "Upload Users" feature, the subscription must be selected after uploading the users and selecting "Invite uploaded users."  For this reason, it makes sense to invite groups of users that have the same subscription:   Set the role when you invite multiple users to join Planning Analytics Workspace. Administrators now have the ability to set the role of users when using the "Upload.  This change in behavior is intended to allow large numbers of users to be quickly onboarded by the Workspace administrator. The recommended process for onboarding multiple users now involve the following steps. Upload users account into Workspace using a CSV file.  The format of the CSV is described when you click the Upload users button in User administration. The role can be optionally set as the fourth column in the csv file.  Make sure the first column is the e-mail address of the users. Once users are loaded into Workspace they must be invited, and accept an invitation.  The invite can be done in batches, up to 100 users at time.  Sort on the status column to group the user accounts that have not yet been invited.  A range of users can be selected by clicking on the first user in the list to be invited, then shift-clicking on the last user in the list you want to invite.  Once a range of users (up to 100) has been selected click the Invite uploaded users button.

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Customize your IBM Planning Analytics Workspace books using properties

You can change the way dashboards, cube views, charts, images, cell views, and text in Planning Analytics Workspace look and behave by setting properties. First, go into Edit mode, then select the object that you want to change the properties for.  If you want to change the dashboard, make sure that nothing is selected first. Then, click the properties button and choose the property. Here we are changing the theme of the dashboard from the default to light: Cube view properties You can change lots of properties for the cube view - you can set the theme, simplify the table, change colors, set when the grid refreshes, and you can set synchronization options and text properties. Here's how you simplify the table: To find out more, see Set cube view properties Making a popup text box by setting properties Did you know that you can make a popup text box by changing the properties of an image or text? Try it out by adding a shape to a sheet: Then change the properties to Pop-up Text and add some information: Finally, switch out of edit mode to test: To find out more, see Add pop-up text to books

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Think 2019: Call for Speakers now open

Taking place for the first time in San Francisco, Think 2019 is a gathering of one of the world's most celebrated and passionate communities of technologists. This conference is a fantastic opportunity to gain new skills, elevate your brand, and expand your network. And if you’re selected as a speaker, you may be eligible for a free conference pass. We’re specifically looking for technical speakers who are interested in exploring topics such as AI, cloud, data, blockchain, systems, security, quantum computing, and much more. We need leaders who can take the stage and tell a story about revamping processes or making an impact on industries or society. Essentially, we want sessions about using the latest technologies to transform the way the world works in some way. Check out this flyer to see why you shouldn't miss this opportunity to establish yourself as a leader in your community. There’s a quick form to fill out that includes a proposed session title; brief abstract; and the challenge, solution, and benefits that make up your story. For all the details, check out the call for speaker page here: ibm.com/events/think/call-for-speakers    

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Analyze detailed data by using drill throughs in IBM Planning Analytics for Microsoft Excel

Drilling through on a cell provides detailed data on the cell, and shows you information from the data source. You can drill through on cells in Exploration Views, Custom Reports, Quick Reports, and Dynamic Reports. In this post, we'll go through how to can perform a drill through in IBM Planning Analytics for Microsoft Excel. You can also follow along by watching the tutorial video. This video also describes the difference between a cube drill through and a relational drill through: Ensure that your TM1 cube, view, or relational table has 
drill processes or drill assignment rules defined. These are defined by your TM1 modeler. Highlight the cell you want to perform a drill through on. Check to see whether the cell can be drilled on. If the Drill Through icon is enabled, you can drill through on the highlighted cell. Right-click the cell. Click IBM Planning Analytics. Click Drill through. Click the data source that you want to view the detailed data for. Alternatively, you can also perform a drill through by clicking the Drill Through icon and then clicking the data source you want to view detailed data for. And there you have it! Drill throughs in IBM Planning Analytics for Microsoft Excel. To learn even more about drill throughs in IBM Planning Analytics for Microsoft Excel, see the documentation on the Knowledge Center: https://www.ibm.com/support/knowledgecenter/SSD29G_2.0.0/com.ibm.swg.ba.cognos.ug_cxr.2.0.0.doc/t_pax_drill_through.html  

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Exploration View improvements in Planning Analytics Workspace 2.0.33

Improved Exploration View performance With Planning Analytics Workspace version 33, we've improved the Exploration View, so that it opens faster, refreshes faster, and is more responsive when designing your book. This improved performance will be most noticeable in views having more than 60 rows or more than 30 columns. Faster data entry (currently subject to enablement by your Workspace administrator) Also in Workspace version 33, we've introduced an Exploration View property that significantly improves the performance of data entry. With the Grid Refresh > Defer on Leaf Data Change view property enabled, you move instantly to the next cell following leaf-level data entry. This lets you rapidly enter data to a number of cells without delay. While in this mode, data entry is colored green, and any affected consolidations and calculations will be refreshed 'on demand' when you click F9, or the Refresh button on the view or book. Upon refresh, all aggregations and calculations are refreshed and the data entry returns to black. Data entry to consolidated cells triggers an immediate refresh to perform the equal leaves spread (if all descendant leaf cells are null) or the proportional spread (if one or more descendant leaf cells are non-null) in all data entry modes. NOTE: So as not to disrupt existing behavior, we've provided administrators the opportunity to control when they enable this feature using a 'feature flag.' When the Workspace administrator enables Deferred Refresh on the Administration > Features page, all existing views and all newly created views will default to the 'deferred refresh' mode. The mode can be disabled for individual views using the Grid Refresh > Defer on Leaf Data Change property. The 'feature flag' will remain available to administrators through Planning Analytics Workspace version 36. With the release of Workspace version 37, 'deferred refresh' mode will be enabled in all environments, and the Grid Refresh > Defer on Leaf Data Change view property will be enabled by default for all views. [video width="1280" height="720" mp4="https://community.watsonanalytics.com/wp-content/uploads/2018/05/deferred_recalculation_720p-1.mp4"][/video]  

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Requesting access and managing authorized support contacts in the IBM Support Community

As we transition to the new IBM Support Community at https://www.ibm.com/mysupport you might have questions about the different capabilities available to users in the community and how their access to those capabilities can be managed. The good news is that your own organization can manage your users and their level of access. And from a user perspective this is largely done through self-service capabilities, often built right in to the community. Anyone familiar with the process for requesting access and managing authorized support contacts through the IBM Service Request tool that we have used for many years to support our on-premises software and hardware will see little change. But things are quite different for those who have only ever known the now discontinued IBM Client Success Portal where we used to provide support for many of our on-cloud services. Please review the document IBM Support Community: Requesting access and managing authorized support contacts for an overview of: the user roles and their associated capabilities in the IBM Support Community; how a user can request access to the IBM Support Community in a given role or request an upgrade to a higher role; how Administrators (the client's Site Technical Contact and their delegates) can access the User administration application embedded into the IBM Support Community to manage their authorized support contacts, auto-approve rules, and more; how a site's Primary Passport Advantage contact can change the Site Technical Contact through the Passport Advantage Online (PAO) portal; and what to do if the site's Primary Passport Advantage contact has left the organization.

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Top 5 reasons to upgrade from IBM TM1

If it ain’t broke, don’t fix it, right? Well, yes and no. Your company probably had lots of systems and processes that worked just great—back in the day. But you wouldn’t trade them for the tools and capabilities you use today, correct? In the same way, although we hope that you love IBM TM1, we think you’ll like IBM Planning Analytics even better. Why? Because we took the powerful, multi-dimensional calculation engine of IBM TM1 and added capabilities that can make your planning, budgeting, forecasting and analysis faster and more flexible than ever before. We listened to feedback from TM1 users around the world. And we put everything we learned into IBM Planning Analytics. An upgrade designed around your needs IBM Planning Analytics provides a unified Web, Excel, and mobile experience for both finance and non-finance users. It goes beyond automating manual tasks and improving process efficiency. It offers new cognitive capabilities that help you uncover predictive insights directly from internal and external data. Plus, it’s deployable on premises or on the cloud. Here are 5 more great reasons to upgrade: IBM Planning Analytics Workspace – the interface that revolutionizes TM1
 Workspace is the customizable interface that is the new face of TM1. It supports reporting, analysis and write-back with an interactive viewer that makes it easy to navigate multi-dimensional cubes and share results with others. This interface has been praised by customers and analysts alike for its ease of use. And with more than 25 different images, charts, maps, and scorecards, Workspace lets you create compelling visualizations quickly. It’s also mobile, so you can work with Workspace books at your convenience, on an iPad or other tablet device. IBM Planning Analytics for Microsoft Excel
 The IBM Planning Analytics for Microsoft Excel add-on is the successor to IBM Cognos Analysis for Microsoft Excel (CAFE). It gives you Excel access to the IBM TM1 database with superior performance over wide-area networks. It lets you retain full Excel functionality and formatting when moving data between TM1 and Excel, and integrates smoothly with Workspace, sharing a common UX, Cube Viewer, and Set Editor. [caption id="attachment_8465" align="alignnone" width="650"] Figure 1: Access through the familiar Microsoft Excel interface.[/caption] Hierarchies The “hierarchies” capability in IBM Planning Analytics provides both technical advantages and business-user benefits. With hierarchies, you’re not limited to the traditional definition of cubes. You have the flexibility to perform in depth, granular analysis, exploring data by attributes such as customer, product, sales program and more. You can model attributes and drill into them without having to create a new dimension or add elements (members) to the hierarchy. You can also see the intersections of several hierarchies within the same dimension, so you can drill down to find data points never before possible. Planning that’s ready for GDPR
 The European Union’s new General Data Protection Regulation (GDPR) is another very good reason to upgrade. GDPR takes effect May 25, 2018, and it’s important for all of your business processes to be ready. IBM Planning Analytics will be GDPR-ready when the regulation takes effect. Learn more at the IBM GDPR web page: No long migration process
 New capabilities notwithstanding, upgrades are still a headache, right? Nope, not here. In spite of the solution’s new name, the upgrade to IBM Planning Analytics is not really a migration. You just install it and go, using your current model and mode of operation. Once again, if you love IBM TM1, we think you’ll like IBM Planning Analytics even better. So, check it out. Learn more about why now is the right time to upgrade, and schedule a 30-minute upgrade strategy call and/or product demonstration with your IBM representative. Visit the IBM Planning Analytics website to learn more about why so many of your peers have already made the switch.

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Use drag and drop to create a new dimension or hierarchy in Planning Analytics Workspace

You can drag and drop a file onto the dimension editor to create a new dimension or a new hierarchy of an existing dimension in Planning Analytics Workspace. When you import a file in this manner, you can create parent/child relationships in a dimension or hierarchy, and even create or update attributes.  This simplifies dimension or hierarchy creation, but there are a few things you need to know before you start: The file must be correctly formatted. You must have modeler privileges. Planning Analytics Administration must be configured and running. Drag and drop is not currently available in IBM Planning Analytics Workspace Local. To get started, open a new dimension or a new hierarchy of an existing dimension. In either case, the dimension editor must be empty; you can't use drag and drop if any members already exist in a dimension or a hierarchy. Next, drag and drop your file onto the dimension editor. Finally, identify the structure of your source file, then click Import to create your new dimension or hierarchy. The animation below briefly illustrates how to use drag and drop to create a new dimension, but you can find complete details in Drag and drop files to add dimension members and attributes.  

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Getting your numbers in just got easier in April 2018 Update of Planning Analytics

This update improves the copy-paste support to allow for rows and columns to be duplicated and for single values to be pasted into a range. Your long column headers also get a word wrap to free up some screen width. Row, Column and Range Copy & Paste Workspace has supported copy/paste since its introduction, but copying and pasting has some subtle variants. Users expect to be to paste not just single values but whole rows and columns of data, or take a single value an paste it across a range of cells. These are features users know and expect from spreadsheets and they use them every day for fast data entry. Now they are available on Workspace. Making it easier to copy within Workspace and from your spreadsheets. When possible Planning Analytics Workspace will even paste a small range into a larger one, repeating it across that range. Copy One Cell... ...and Paste Across a Range Data limitations Because PA Workspace loads data as it need it, copying an entire column or row may require it to request more data from the server. In this case, you'll see a progress dialog. There are limits to what can be copied and pasted. You can't copy the entire database. Workspace will stop you at 65,536 cells. Column/row header wrapping Not every column of data can be described in a couple of characters. Sometimes your account names, measures and entities need a few more letters and a little space. Those long headings now automatically wrap, so you can resize your columns and get more data on screen

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