2.0.68 - Feature updates, October 8, 2021

IBM® Planning Analytics for Microsoft Excel was refreshed on October 8, 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.

In a future release of Planning Analytics for Microsoft Excel, we will expand the formula failure behavior to simplify error identification. #VALUE errors will denote incorrect formula construction, including bad input type. #NUM errors will specifically represent a numeric error in a formula. A #NUM error could mean that the input(s) are not in the range of valid metadata. Currently, all formula failures show #VALUE, which can be an ambiguous Excel error indicator.

Formula-based design functionality separated from Design Mode

The Design Mode is a handy tool that you can use to manage how an Exploration View behaves when you change the structure or data in the view. Previously, you could also preserve or overwrite DBRW formulas when copy pasting values into cells using Design Mode.

As of Planning Analytics for Excel 2.0.68, you can no longer preserve or overwrite DBRW formulas with Design Mode. Instead, use the new formula mode button in the IBM Planning Analytics ribbon, to choose how values are entered into DBRW formula cells.

Note that you can still use Design Mode to enable refresh preview, but it can be applied to only Exploration Reports now.

For more information, see Design Mode.

New formula mode button in Custom and Dynamic Reports

A new formula mode button is now available in Custom and Dynamic Reports. Located in the IBM Planning Analytics ribbon, the formula mode button has two options – Writeback Mode and As Value Mode.

You can toggle between these two options to choose how values are entered into DBRW formula cells.

Toggling between Writeback and As Value modes

The Writeback Mode lets you preserve DBRW formulas when entering values into cells. Any values you enter are committed to the TM1 server. With As Value Mode, you can enter values into cells and overwrite any DBRW formulas in those cells. This makes it easier to restructure reports.

For more information, see Preserve or overwrite DBRW formulas with formula mode.