TM1 Perspectives

TM1® Perspectives is an add-in for Microsoft Excel that you run in a remote desktop session with your IBM® Planning Analytics system.

Attention: The 64-bit version of TM1 Perspectives is provided on the IBM Planning Analytics remote desktop. The 32-bit version of TM1 Perspectives is not supported.

To run TM1 Perspectives on your IBM Planning Analytics system, perform the following steps:

  1. Connect to your IBM Planning Analytics system with a remote desktop connection.

    For more information, see Connecting to the Planning Analytics remote desktop.

    Tip: If the newer Windows Start menu desktop is displayed instead of the classic desktop view, click the Desktop icon or press the Windows logo key to toggle to the classic desktop view.
  2. Double-click the desktop shortcut for Perspectives.
  3. If the Microsoft Excel Security Notice dialog is displayed, click Enable Macros to continue.
  4. In Excel, on the TM1 menu, click Connect to log in to the TM1 Server.
  5. Enter the following information in the Connect to TM1 Server dialog:
    • For Server ID, select tm1.
    • For Client ID, enter your IBMid.
    • For Password, enter your IBMid password.
    • Click OK.
  6. If the login is successful, a confirmation message is displayed.

TM1 Perspectives documentation

The following documentation for TM1 Perspectives is available on IBM Knowledge Center:

TM1 Perspectives and TM1 Architect (