2.0.64 - Feature updates, May 10, 2021

IBM® Planning Analytics for Microsoft Excel was refreshed on May 10, 2021 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 previous releases, see What's new in Planning Analytics for Microsoft Excel.

Planning Analytics for Microsoft Excel 2.0.64 compatibility with Cognos for Microsoft Office

Users that use both Planning Analytics for Microsoft Excel as well as Cognos for Microsoft Office are affected in their ability to upgrade to the latest release of Planning Analytics for Microsoft Excel.

Planning Analytics for Microsoft Excel 2.0.64 is not compatible with the latest release of Cognos for Microsoft Office. This is due to conformance updates implemented in Planning Analytics for Microsoft Excel 2.0.63. These updates are fundamental to future development and improving the overall product experience, including the installation and post-installation experience.

Users that use both Planning Analytics for Microsoft Excel as well as Cognos for Microsoft Office are affected in their ability to upgrade to the latest release of Planning Analytics for Microsoft Excel. Users who utilize either Cognos for Microsoft Office or Planning Analytics for Microsoft Excel on their own may continue using the latest releases of each. For those who utilize both Planning Analytics for Microsoft Excel as well as Cognos for Microsoft Office for their reporting needs may continue using Planning Analytics for Microsoft Excel 2.0.62 alongside the latest release of Cognos for Microsoft Office.

If you are upgrading from Planning Analytics for Microsoft Excel version 2.0.62 to Planning Analytics for Microsoft Excel version 2.0.63 or 2.0.64, you must uninstall Planning Analytics for Microsoft Excel version 2.0.62 before upgrading. Failing to uninstall Planning Analytics for Microsoft Excel version 2.0.62 before upgrading will result in an error message.
Installation message

In an upcoming release, the Planning Analytics add-in will be converted from an installer-based delivery to a single file a fraction of the size. This will also enable easier self service in enabling and disabling the add-in. Following this, a new release of Cognos for Microsoft Office will enable the link with the installer-less Planning Analytics for Microsoft Excel.

View formula in a Custom Report is displayed by default

The view formula in a Custom Report is now displayed by default.

The first row of a Custom Report contains the view's formula. In previous version of Planning Analytics for Microsoft Excel, the first row of a Custom Report was hidden by default. As of Planning Analytics for Microsoft Excel 2.0.64, the first row of a Custom Report is displayed by default.

Custom Reports indented based on hierarchy level

Custom Reports are now indented based on the hierarchy level of each row.

In previous versions of Planning Analytics for Microsoft Excel, the rows in a Custom Report were not indented. As of Planning Analytics for Microsoft Excel 2.0.64, the rows of a Custom Report are indented based on the hierarchy level of the row.
Hierarchy level based indentation

New API methods for the Task Pane

You can now use new API methods to interact with the Task Pane.

Four new API methods have been added as of Planning Analytics for Microsoft Excel 2.0.64. You can use the new Task Pane API methods to Show, Hide, Refresh, and return the visibility state of the Task Pane.

To learn more about the new Task Pane API methods, see the following topics: