Websheets

You can work with websheets in IBM® Planning Analytics Workspace. You can create and work with sandboxes in websheets, and you can combine websheets and views on the same sheet.

A websheet is a Microsoft Excel worksheet (.xlsx file) with TM1® data that you can view in a web browser. Websheets are located in the Applications folder in the tree.

Websheets support the accessibility features available in the Firefox browser. However, you should not enable any accessibility features in Chrome when using websheets. Enabling accessibility features in Chrome (chrome://accessibility/) can result in performance degradation. For more details on accessibility features in websheets, see https://www.ibm.com/docs/en/planning-analytics/2.0.0?topic=overview-accessibility-features.

Note: When pasting values in a websheet in Planning Analytics Workspace on the Mozilla Firefox browser, a secure connection is required to access the clipboard plug-in.

You can confirm that you have a secure connection if the Planning Analytics Workspace URL is prefixed with the https protocol. A secure connection also displays a plain padlock icon secure icon on the address bar.

An insecure connection is indicated by the http protocol and a padlock icon with a slash through it insecure icon on the address bar. If you are using a websheet with an insecure connection, you cannot paste values into the websheet.

This issue is unique to pasting in websheets on the Firefox browser and does not occur on other browsers.

Procedure

  1. To add a websheet to a book, you must be in edit mode.
  2. Navigate to the Applications folder on the server that contains the websheet.

    For example, go to Planning Sample > Applications > Planning Sample > Bottom Up Input, and drag Budget Input onto the sheet.

  3. To link, export (as PDF), or email a websheet, click the websheet then click share Share. Complete the details required for your sharing method.
  4. To reset data, in the toolbar, click reset data Reset data.
  5. To rebuild websheets and webbooks, in the toolbar, click websheet Rebuild websheet or rebuild webbook Rebuild webbook.