Action Buttons

You can create an Action Button in IBM® Planning Analytics Workspace that lets you execute a TurboIntegrator process and/or open a new destination with a single click.

You can configure a button to:
  • Execute a TurboIntegrator process
  • Open a sheet in the current book
  • Open a sheet in a different book
  • Open a URL
  • Run a watsonx AI job

When you configure an Action Button to execute a TurboIntegrator process, you can also set the button to open a new destination after the process is complete.

Note: There are some differences between the behavior of Action Buttons in Planning Analytics Workspace and buttons in Planning Analytics for Microsoft Excel/TM1 Websheets:
  • In Planning Analytics Workspace, the execution of a TurboIntegrator process from a button does not lock the tab or book. You can continue to work in the book or tab while the process is running. In contrast, executing a process from a button in Planning Analytics for Microsoft Excel or a TM1 Websheet locks the sheet; you cannot perform any actions until the process finishes running.
  • You can't use Excel cell references to supply process parameter values in Planning Analytics Workspace.

Procedure

  1. To add an Action Button to a sheet, you must be in edit mode.
  2. Click the Action Button icon Button icon.

    If your sheet does not use a template (free form), a new button is placed in the first open area of the sheet. If your sheet uses a template, the button is placed in the first open defined region of the template. You can drag the button to other locations of your sheet.

  3. Use the handles on the perimeter of the Action Button to resize the button as required.
  4. Click the Properties icon, then click a category to set the display or action properties for the button.
    • Text details - Sets the style, font, alignment, and color of the button text.
    • General - Sets the fill color, border color, opacity, position, and size of the button.
    • Configure - Sets the action you want to execute from the Action Button. You can run a process, run an AI job, and navigate to a destination with the Action Button. For more information, refer to Configuring the Action Button to run an action.
  5. Click Save to save the book with the new Action Button.

Results

You can now click the Action Button to execute the action you defined.