SSD29G_2.1.0 - Documentation Index

Table of Contents

• Introduction
• What's new in IBM Planning Analytics
  • 2.1.22 - June 24, 2026
  • 2.1.21 - May 26, 2026
  • 2.1.20 - April 24, 2026
  • 2.1.19 - March 31, 2026
  • 2.1.18 - March 6, 2026
  • 2.1.17 - February 3, 2026
  • 2.1.16 - December 8, 2025
  • 2.1.15 - October 28, 2025
  • 2.1.14 - September 30, 2025
  • 2.1.13 - July 28, 2025
  • 2.1.12 - June 25, 2025
  • 2.1.11 - May 20, 2025
  • 2.1.10 - April 22, 2025
  • 2.1.9 - March 24, 2025
  • 2.1.8 - March 10, 2025
    • New installation program
    • Removal of Cognos Configuration
    • Known issues in Planning Analytics 2.1.8
      • SSL configuration for TM1 Applications not saved in Cognos Configuration
      • Configuring Cognos Controller with Planning Analytics Local
  • 2.1.2 - July 30, 2024
  • 2.1.1 - March 28, 2024
    • Modifications required when FIPSOperationMode set to 1 (Basic)
• What's new in Planning Analytics Workspace
  • 2.1.22 - June 24, 2026
    • Books and reporting
      • View and manage notifications in the notification panel
      • Format attribute rows and columns in cube views
    • Plans and applications
      • Contribution panel improvements
      • Viewer assignment in workspace plans
    • Modeling
      • Split view and Diff view for comparing rules edits
    • Administration
      • watsonx Orchestrate agentic chat assistant integration
  • 2.1.21 - May 26, 2026
    • Books and reporting
      • Use Planning Analytics Workspace REST API for content management
    • Plans and applications
      • Disable submission on data accountability tasks
      • Set data scope on tasks in plans
    • Modeling
      • Import data from cube views using Guided Import
    • Websheets
      • Display sum, average, and count of selected cells in websheets
    • Administration
      • Set memory quotas for Planning Analytics Workspace environments (Planning Analytics as a Service only)
  • 2.1.20 - April 24, 2026
    • Books and reporting
      • Reuse shared images across books with the Image Gallery
    • Plans and applications
      • Pass member unique names to workflow processes
      • Revert submitted tasks before approval
      • Assign approvers without contributors in data accountability tasks
    • Modeling
      • Localize sets and views directly in the user interface
      • Import data from cube views using Guided Import
      • Force updates when pulling from a Git repository
    • Administration
      • Authorize REST API access with the OAuth client
      • Force stop an active TM1 12 database backup
      • Update user email addresses (local only)
  • 2.1.19 - March 31, 2026
    • Books and reporting
      • Track user activity with audit logging (local only)
      • Using MDX variables displays view lock status
      • Configure member tooltips in the cube viewer
      • Font options for hierarchy and member formats
      • General improvements to cube viewer filters
    • Plans and applications
      • Plan co-owners see all members when viewing a plan
    • Modeling
      • Skip errors with no history in baseline forecasts
      • Process feeders button available in the rules editor
      • Copy and move files in TM1 12
      • Authenticate to Git repositories using access tokens
      • New user setting for the view switcher
    • Administration
      • Manage user capabilities
      • Unlock access or reset passwords for FileShare accounts
  • 2.1.18 - March 6, 2026
    • Plans and applications
      • Trigger a process when ownership is released
      • Use Planning Analytics AI assistant in plans and applications
    • Modeling
      • Split view for comparing TI process edits
      • Review and accept or reject TI process code changes
      • Dark mode for script editors
    • Administration
      • Force stop a TM1 12 database
      • Configure the Websheet service from Planning Analytics Administration for each environment
  • 2.1.17 - February 3, 2026
    • Books and reporting
      • View transactional details in cell explanations
    • Plans and applications
      • Workflow process versioning
    • Modeling
      • Enable custom agents (Planning Analytics as a Service only)
      • Enhanced guided imports
      • Specify prefixes for variables and parameters in new TI processes
      • Copy dimension members as a hierarchy
      • Copy more members in the dimension editor
    • Administration
      • Use the custom watsonx Orchestrate agent for chat
  • 2.1.16 - December 10, 2025
    • Books and reporting
      • Switch views directly from the cube viewer
      • Select multiple members with a compact dropdown
      • Format text with Markdown in single cell visualizations
      • Generate insights for your multivariate forecasts
      • Choose a model family for univariate forecasts
      • Perform variance analysis using AI-generated insights
    • Modeling
      • Undo and redo actions in cube views
      • Update schedules for multiple chores in Database explorer
    • Administration
      • Configure Planning Analytics for Microsoft Excel from Planning Analytics Administration
      • Configure your custom watsonx Orchestrate instance from Planning Analytics Administration
  • 2.1.15 - October 22, 2025
    • Plans and applications
      • Copy plan and task IDs from the Planning Analytics Workspace interface
    • Modeling
      • Set minimum and maximum values in baseline forecasts
      • Edit hierarchies directly from the cube viewer
    • Administration
      • Configure the Websheet service from Planning Analytics Administration
      • Enable the Planning Analytics Agent per user
      • Baseline forecast assets in the LCM
  • 2.1.14 - September 30, 2025
    • Books and reporting
      • Set permissions across multiple assets
      • Customize notifications for processes run from action buttons
      • Content navigation performance improvements
      • Copy and paste large member sets in the set editor
    • Plans and applications
      • Assign ownership and track progress with data accountability
      • Automate plan actions with workflow processes
    • Modeling
      • Open process logs in a dedicated workbench tab
      • Hierarchy editor "expand all" option no longer reveals hidden members
    • Administration
      • Capabilities access setting is limited in Planning Analytics Administration
      • View the database creator in Planning Analytics Administration (Planning Analytics as a Service only)
  • 2.1.13 - July 28, 2025
    • Books and reporting
      • Synchronize sets to action icons in Planning Analytics Workspace books
      • Edit calculations in the cube viewer
      • Use parameterized MDX queries in Planning Analytics Workspace books
      • Show distinct ancestors in the Set editor
      • Use up to three external variables in multivariate forecasts
      • Get insights generated for your forecasts
      • Export multivariate forecast values to a CSV file
      • Use Data explorer with natural language commands
    • Plans and applications
      • Keep the Contribution panel open or closed based on your preference
    • Modeling
      • Save export options with your cube view
      • Open a duplicate Drive explorer tab in the modeling workbench (Cloud only)
      • Open duplicate Cube viewer and File manager tabs in the modeling workbench
      • View and manage control objects in the Database explorer
      • Set a default member for a hierarchy
      • Run TurboIntegrator processes from Application shortcuts
      • Open all shortcuts in an Applications folder at the same time
      • Search Applications folders in the TM1 Database
      • Allow users to select different slices for statistical details in baseline forecasts
    • Administration
      • View the TM1 Server version number in Planning Analytics Administration
      • Connect the Planning Analytics Agent to a custom IBM watsonx Orchestrate instance
    • Known issues
      • Forecast summary displays error message if watsonx Orchestrate is not enabled (local only)
      • Users can have different email addresses in different environments
  • 2.1.12 - June 26, 2025
    • Books and reporting
      • Display Planning Analytics component versions
      • Configure empty pick list value
      • Drill views display full toolbar and Set editor
      • Updates to OpenShift storage configuration (local only)
    • Modeling
      • Change the default data type for new TI process parameters
      • TurboIntegrator process debugger shows variable value in hover help
      • Database explorer displays hierarchy element count
      • Database explorer displays process data source type
      • TM1 Server log provides additional details (Planning Analytics as a Service only)
      • Drive explorer uses web browser password management (Cloud only)
    • Administration
      • Configure the HTTPSessionTimeoutMinutes parameter in Planning Analytics Administration
      • Configure memory limit parameters in Planning Analytics Administration
      • Increased LCM snapshot size to 100 MB
  • 2.1.11 - May 22, 2025
    • Books and reporting
      • Customize the color of selected and highlighted cells
      • Remove duplicate members from the Set editor
      • Additional options for sharing visualizations as PDF files
      • Export forecast values to a CSV file
    • Modeling
      • Specify multivariate options for baseline forecasts
      • Use the new Database explorer to view and perform actions on database objects
    • Administration
      • Control user access to shared folders in Drive explorer
      • Show API key expiration date (Cloud only)
    • Known issues
      • Users with Delete permission cannot delete files in Drive explorer
  • 2.1.10 - May 7, 2025
    • Books and reporting
      • Create views by using natural language
      • Use the Format manager to apply formatting to hierarchies
      • Set cell background and font colors by using member and hierarchy formats
      • Enhancements to the parameter control types for TurboIntegrator processes
    • Modeling
      • New auto-complete options in the rules editor in workbench preferences
      • Change the member type to consolidated in the dimension editor
      • Create shortcuts to all TM1 objects in the modelling workbench
      • Increase the flexibility of baseline forecasts by allowing users to override default context members
      • Sorting options for items in File manager and Drive explorer
    • Administration
      • Set database thresholds and alerts in TM1 12
      • Import users to Planning Analytics Workspace from the TM1 authentication database (Local only)
    • What's new in Planning Analytics Workspace Local -
      • Run Planning Analytics Workspace Local with Podman rootless containers
    • Known issues
      • Known issue - Member unique name is displayed incorrectly
  • 2.1.9 - March 24, 2025
    • Books and reporting
      • AI-generated exploration analysis (Cloud only)
      • Websheet enhancements
      • Hide row and column headers in a view
      • Refresh the target book on navigation using an action button
      • Zebra strips property moved to Format manager
      • Set a maximum and minimum for forecast values
    • Plans and applications
      • Search and filter in plans and applications
    • Modeling
      • Websheet enhancements
      • Missing attributes control cubes
      • Import data or members from an ODBC source
  • 2.1.8 - March 10, 2025
    • Books and reporting
      • Use AI to generate cell explanations
      • Use the Planning Analytics AI assistant to generate chart insights or impact analysis
      • New design for the Action Button configuration options
      • Advanced Action Button configuration for TurboIntegrator processes and navigation
      • Implement custom notifications for TurboIntegrator processes
      • Add cell values as parameters in TurboIntegrator processes that are run from an Action Button
      • Customize action button parameter title and description
      • Customize cell color based on data state
      • New sorting options for views and sets in the Database tree
      • Change the search scope in the set editor
      • Expand and collapse levels in the set editor
      • Export options in books
      • Create filters based on string values
      • Manage data entry and data spreading in consolidated cells
      • Support for parameters in the IBM Planning Analytics Workspace MDX editor
    • Plans and applications
      • Summary pages in applications and plans
      • Custom color picker for tags
    • Modeling
      • Copy menu added to the IBM Planning Analytics Workspace modelling workbench
      • Generate pick lists for selected cells in the cube viewer
      • Open process error logs directly from the server log
      • Increase the flexibility of baseline forecasts by allowing users to override default sets
      • Control logging levels (TM1 12 only)
    • Administration
      • Identify the database used for authentication on Planning Analytics Administration Local (Local only)
  • 2.1.7 - December 20, 2024
    • Important upgrade requirement for Planning Analytics Workspace Local 2.1.7
    • Books and reporting
      • Discover AI-generated insights with Chart insights
      • Perform AI-driven outlier analysis on explorations
      • Use AI-driven impact analysis on explorations to identify key drivers
    • Plans and applications
      • My tasks tab available on the homepage
    • Modeling
      • Manage performance monitoring from the modeling workbench (TM1 11 only)
      • Search process and rule code
      • Display the element index in the dimension editor
      • Drive explorer enhancements
      • Transaction log enhancements
  • 2.1.6 - November 18, 2024
    • Books and reporting
      • Get AI-generated insights with Chart insights
      • Extended language support for Planning Analytics AI assistant
      • New advanced synchronization options for member change
      • New waterfall visualization
      • Use action buttons to synchronize groups and hierarchies on navigation
      • Thumb cells formatting options for a view
      • Saving a cube view as a native view
      • Action button search function
      • Changed Selector menu options
      • Views exported to Excel indented based on member relationship
    • Modeling
      • Drive explorer enhancements
      • Improved verification of valid file types on file upload
      • Roll back value changes in a view
      • Export data from a cube or view on a modeling workbench
      • Export a dimension or hierarchy from a modeling workbench
      • Manage users and groups on a local Planning Analytics database
    • Administration
      • IBM watsonx.ai integration and multiple deployment capabilities (Local only)
      • Identify the HTTP port number for a Planning Analytics database (Cloud only)
    • Known issues
      • Chart insights don't generate for views with summary calculations
  • 2.1.5 - August 29, 2024
    • Books and reporting
      • Dynamic to static set conversion when re-ordering members
      • New burst export feature
      • Improved application of member numeric formats
      • More actions are now available in the Planning Analytics Agent
      • Use numeric filters in the cube viewer
    • Modeling
      • Lock and unlock an element
      • MDX editor updates
      • Add notes to a modeling workbench
      • Use the new Drive explorer to access the S: drive (Cloud only)
    • Administration
      • Use the new Satellite Connector to connect to a private network (Cloud only)
      • Manage user capabilities in Planning Analytics Administration (Cloud only)
      • IBM Cloud Pak for Data integration renamed and multiple deployment capabilities added
  • 2.1.4 - July 19, 2024
    • General updates
      • Define workspace settings from a central Settings editor
    • Books and reporting
      • Action button references now updated when you copy and paste books to a new folder
      • Plot members from the same dimension in certain charts
      • Refresh the current set and MDX query without making changes
      • Format spacer cells in the Format manager
    • Plans and applications
      • Create color-coded tags in plans and applications
    • Modeling
      • Sort hierarchy members in the dimension editor
    • Administration
      • Improved user interface for deleting objects
    • Deprecation notices
      • End of support for Planning Analytics Workspace Local on Red Hat Enterprise Linux 7 (Local only)
  • 2.1.3 - May 30, 2024
    • Books and reporting
      • Use AI to interact with books using natural language
      • Use unnamed members in set consolidations
      • Lock row header column widths
      • Additional click options on an action button
      • Improved error messages and error handling
      • Show and hide format area
    • Modeling
      • Create users in a Planning Analytics Local database
      • Localize objects on your database with the Localization editor
      • Use improved auto-complete and validation to simplify rules creation
      • Schedule chores using Daylight Saving Time (DST)
      • Preview a location data source in the process editor
    • Administration
      • View the version of IBM Planning Analytics Workspace for a snapshot
    • Deprecation notices
      • End of support for Planning Analytics Workspace Local on Red Hat Enterprise Linux 7 (Local only)
      • End of support for Planning Analytics Workspace Local on Windows Server 2016 (Local only)
  • 2.1.2 - May 2, 2024
    • Books and reporting
      • New synchronization settings allow customized display of hierarchies
    • Plans and applications
      • Create color-coded tags in plan tasks
    • Modeling
      • Enhancements to the File manager
      • Roll back transactions in the transaction log
      • Manage database thread activity on the modeling workbench
    • Deprecation notices
      • End of support for Planning Analytics Workspace Local on Red Hat Enterprise Linux 7 (Local only)
      • End of support for Planning Analytics Workspace Local on Windows Server 2016 (Local only)
  • 2.1.1 - March 28, 2024
    • Books and reporting
      • Fields panel now available for explorations
      • Use the new Format manager to format cube views
      • Create multivariate forecasts
    • Plans and applications
      • Open a specific tab as default in book assets
    • Modeling
      • Change multiple parameter types in the process editor
    • Deprecation notices
      • End of support for Planning Analytics Workspace Local on Red Hat Enterprise Linux 7 (Local only)
      • End of support for Planning Analytics Workspace Local on Windows Server 2016 (Local only)
• What's new in Planning Analytics for Microsoft Excel
  • 2.1.22 - June 24, 2026
  • 2.1.21 - May 26, 2026
    • Workbook performance warnings
  • 2.1.20 - April 24, 2026
    • Control when to update workbook styles
    • Automatically prompt for login when a Universal Report times out
    • Open cube viewers and editors in independent windows
  • 2.1.19 - March 31, 2026
    • Use the virtual sandbox dimension in Universal Reports
    • Override language settings
    • Show or hide rows or columns with action buttons
  • 2.1.18 - March 6, 2026
    • Configure the evaluation service from Planning Analytics Administration for each environment
  • 2.1.17 - February 3, 2026
    • Manage properties for Universal Reports
    • Keep the Expand Above setting in the set editor or Universal Reports based on your preference
  • 2.1.16 - December 8, 2025
    • Configure Planning Analytics for Microsoft Excel from Planning Analytics Administration
    • Replace hierarchy function for Universal Reports static layout
    • Add or remove spacers in Universal Reports static layout
  • 2.1.15 - October 22, 2025
    • Use the set editor to update members in a Universal Report static layout
    • Use the formula wizard to create TM1SET formulas
  • 2.1.14 - September 30, 2025
    • Convert Quick Reports to Universal Reports static layout
    • Add cell annotations in Universal Reports
    • Convert rows or columns to TM1Val formulas in static Universal Reports
  • 2.1.13 - July 28, 2025
    • View component versions for active connections
  • 2.1.12 - June 26, 2025
    • Tracking usage analytics
    • Disable gutters in static layout Universal Reports
    • Restrict creation of report types
    • Annotations in Universal Reports
    • Automatically commit data in Universal Reports
  • 2.1.11 - May 30, 2025
    • Add spacer rows and columns to Universal Reports
    • Cell indicators for Universal Reports in Planning Analytics for Microsoft Excel
    • Universal Reports in Planning Analytics for Microsoft Excel support cell holds
    • Enhancement to cube viewer interaction
  • 2.1.10 - April 24, 2025
    • Cell pick lists available in Universal reports for Planning Analytics for Microsoft Excel
    • Commit data in Universal Reports
    • New option to disconnect from data sources and clear Webview2 settings
    • Known issues
      • Known issue - Universal Reports timeout when workloads exceed two minutes of query execution
  • 2.1.9 - March 14, 2025
  • 2.1.8 - February 24, 2025
    • TM1SetDropdownLimit
    • New design for action button creation
    • Starting watsonx AI jobs from action buttons
  • 2.1.7 - December 20, 2024
    • Learn about the new Universal Reports property: Preserve User Formulas
    • Known issues
      • Known issue - Universal Report ORDER function error
  • 2.1.6 - November 18, 2024
    • Learn about Universal Report static layout
    • Using row and column gutters in Universal Report static layout
  • 2.1.5 - August 29, 2024
  • 2.1.4 - July 25, 2024
    • Starting watsonx AI jobs from the task pane
    • Create a Universal Report when connected to multiple sources
    • Accepting IBM's publishing certificate
  • 2.1.2 - May 3, 2024
    • TM1set automatic refresh
    • Accepting IBM's publishing certificate
  • 2.1.1 - March 28, 2024
• What's new in TM1 Web
  • 2.1.22 - June 24, 2026
  • 2.1.21 - May 26, 2026
  • 2.1.20 - April 24, 2026
  • 2.1.19 - March 31, 2026
    • Show or hide rows or columns with action buttons
    • Use the virtual sandboxes in Universal Reports
  • 2.1.18 - March 6, 2026
    • Configure the evaluation service from Planning Analytics Administration for each environment
  • 2.1.17 - February 3, 2026
    • Keep the Expand Above setting in the set editor or Universal Reports based on your preference
  • 2.1.16 - December 8, 2025
    • Add or remove spacers in Universal Reports static layout
  • 2.1.15 - October 22, 2025
  • 2.1.14 - September 30, 2025
    • Preserve wrap text behavior from Microsoft Excel
  • 2.1.13 - July 28, 2025
    • View the TM1 Database version number in TM1 Web
  • 2.1.12 - June 26, 2025
    • Annotations in Universal Reports
    • Automatically commit data in Universal Reports
  • 2.1.11 - May 30, 2025
    • Add spacer rows and columns to Universal Reports
    • Universal Reports support cell holds in TM1 Web
    • Cell indicators in TM1 Web Universal Reports
  • 2.1.10 - April 24, 2025
  • 2.1.9 - March 14, 2025
  • 2.1.8 - March 10, 2025
  • 2.1.7 - December 20, 2024
    • Learn about the new Universal Reports property: Preserve User Formulas
    • Learn about the new CSPHeaderFrameAncestors parameter
    • Deprecation notices - 2.1.7
      • X-Frame-Options parameter deprecation
  • 2.1.6 - November 18, 2024
    • Learn about Universal Report static layout
    • Using row and column gutters in Universal Report static layout
    • IBM Planning Analytics TM1 Webversion number enhancement
    • WebSphere and wlp hostname verification on SSL
  • 2.1.5 - August 29, 2024
  • 2.1.4 - July 19, 2024
    • Upgrade to Java 17 in IBM Planning Analytics TM1 Web
  • 2.1.3 - May 30, 2024
    • Show and hide format area
  • 2.1.2 - May 2, 2024
    • TM1set automatic refresh
  • 2.1.1 - March 28, 2024
• What's new in Planning Analytics Agent
  • 2.1.22 - June 24, 2026
    • Planning Analytics Agent key regeneration required
    • Access MCP tools through a unified endpoint
    • Removal of custom watsonx Orchestrate support
  • 2.1.21 - May 26, 2026
    • Planning Analytics AI assistant is now Planning Analytics Agent
    • Planning Analytics Agent key regeneration required
    • Generate and run AI-assisted MDX queries for TM1 cubes
    • Configure custom agents for multiple perspectives
  • 2.1.20 - April 24, 2026
    • Use generative AI tools for cube analysis and automation
  • 2.1.19 - March 31, 2026
    • Outlier analysis updates
  • 2.1.18 - March 6, 2026
    • Use Planning Analytics Agent in Plans and Applications
  • 2.1.17 - February 3, 2026
    • View transactional details in cell explanations
    • Enable custom agents (Planning Analytics as a Service only)
    • Use the custom watsonx Orchestrate agent for chat
  • 2.1.16 - December 10, 2025
    • Configure your custom watsonx Orchestrate instance from Planning Analytics Administration
    • Generate insights for your multivariate forecasts
    • Perform variance analysis using AI-generated insights
  • 2.1.15 - October 22, 2025
    • Enable the Planning Analytics Agent per user
• Planning Analytics on Cloud
  • Getting started with Planning Analytics on Cloud
    • Overview
      • Non-production and production environments
      • Standard system
      • Planning Analytics Digital Pack
      • Applications and components
      • Shared folder
    • Support
      • Service level agreement terms
      • Maintenance
    • Account and system information
      • Federated authentication
    • Controlling access to services and shared folders
    • Accessibility features
  • Running IBM components
    • Planning Analytics Workspace
    • Planning Analytics for Microsoft Excel
    • TM1 Web
    • TM1 REST API
    • Cognos Controller
    • Cognos Command Center
      • Setting up an agent
      • Setting up a computing resource
      • Setting up a non-interactive account
      • Setting up a computing resource for the non-interactive user
      • Connecting on-premises or in the cloud
        • Configuring an on-premises agent
        • Configuring an in-cloud agent
      • Cognos Command Center documentation
    • IBM Cognos Analytics
      • Adding Cognos Analytics users
      • Planning Analytics Premium Reporting users
      • Creating a data server connection
      • Replacing an existing Cognos TM1 data source connection
      • Assigning user permissions with TM1 security
      • Upgrading from Cognos Analytics 11.0.x to 11.1.x
  • Administering
    • Download a Welcome Kit from Planning Analytics Administration
    • Subscriptions, user roles, and data security
    • Managing TM1 databases
      • Differences in database administration capabilities
      • Creating and migrating databases
        • Create a database
        • Preparing a TM1 database for migration
      • Stopping and starting TM1 databases
    • Managing a Satellite Connector connection
      • Administer Satellite Connector
        • Create and configure a Satellite Connector
          • Create a Satellite Connector
          • Download, install, and configure a Satellite Connector agent
          • Create a Satellite Connector endpoint
            • Default endpoint connections for Satellite Connector
            • Customer-provided data sources (ODBC drivers)
              • Amazon Redshift
              • CData Intacct
              • Databricks
              • Devart Salesforce
              • Google BigQuery (Simba ODBC driver)
              • IBM Db2 Warehouse on Cloud (formerly dashDB)
              • Informix
              • NetSuite
              • PostgreSQL
              • QODBC (QRemote for QuickBooksOnline)
              • SAP HANA
              • SAP SQL Anywhere
              • Snowflake
            • Unsupported data source connections
        • Migrating to Satellite Connector from Secure Gateway
          • Revert imported endpoints
    • Managing files in the shared folder
      • Copying local files
      • Access the S:/ drive and files in the remote server
      • FileShare accounts
      • PGP encryption
        • Setting up PGP encryption and decryption
    • Loading and migrating data
    • Log file retention periods
    • Change a user's environment
  • Configuring
    • Default configuration parameters
    • Port numbers
    • Relative paths for ASCIIOutput and TextOutput functions
    • File Transfer Protocol Secure (FTPS) connections
    • Database access
    • System time zone and clock settings
    • Language configuration
    • TM1 language codes
    • Replication and synchronization
    • Configuring the database
  • Troubleshooting
• Planning Analytics Local
  • What's new in IBM Planning Analytics
    • 2.1.22 - June 24, 2026
    • 2.1.21 - May 26, 2026
    • 2.1.20 - April 24, 2026
    • 2.1.19 - March 31, 2026
    • 2.1.18 - March 6, 2026
    • 2.1.17 - February 3, 2026
    • 2.1.16 - December 8, 2025
    • 2.1.15 - October 28, 2025
    • 2.1.14 - September 30, 2025
    • 2.1.13 - July 28, 2025
    • 2.1.12 - June 25, 2025
    • 2.1.11 - May 20, 2025
    • 2.1.10 - April 22, 2025
    • 2.1.9 - March 24, 2025
    • 2.1.8 - March 10, 2025
      • New installation program
      • Removal of Cognos Configuration
      • Known issues in Planning Analytics 2.1.8
        • SSL configuration for TM1 Applications not saved in Cognos Configuration
        • Configuring Cognos Controller with Planning Analytics Local
    • 2.1.2 - July 30, 2024
    • 2.1.1 - March 28, 2024
      • Modifications required when FIPSOperationMode set to 1 (Basic)
  • Planning your installation
    • Software requirements
    • Available installation programs
    • Available components
      • TM1 Server installation components
      • Additional installation components not listed
    • Clients
      • End-user clients
    • Configuration overview
      • Default installation values
      • Planning Analytics database and Cognos Configuration
      • TM1 configuration files and parameters
      • User accounts for running TM1 services on Windows
      • Installing IBM Planning Analytics Local on Networks without domains
    • Accessibility
      • Keyboard shortcuts for the installation wizard
      • Keyboard shortcuts for Cognos Configuration
  • Architecture
    • Planning Analytics architecture
      • TM1 Admin Server overview
      • TM1 Server overview
      • TM1 files overview
      • Data directory overview
    • TM1 Web architecture
      • Accessing multiple TM1 servers from TM1 Web
      • Limiting access to a single TM1 Server from TM1 Web
  • Deploying components
    • Planning Analytics on a single Windows computer
    • TM1 Admin Server and TM1 Server
  • Upgrading to Planning Analytics Local 2.1
    • Deprecated features in IBM Planning Analytics Local 2.1
    • Understanding IBM Planning Analytics Local 2.1 component versions
    • Upgrading TM1 Server from IBM Planning Analytics Local 2.0 to 2.1
    • Upgrading IBM Planning Analytics Workspace Local from version 2.0 to 2.1
    • Upgrading IBM Planning Analytics for Microsoft Excel from version 2.0 to 2.1
      • Removing Planning Analytics for Microsoft Excel 2.0.65 and later
      • Installing IBM Planning Analytics for Microsoft Excel 2.1
    • Upgrading IBM Planning Analytics Spreadsheet Services/TM1 Web from version 2.0 to 2.1
    • Upgrading IBM Planning Analytics Local 2.1 to a later 2.1 version
    • Identifying versions of Planning Analytics Local 2.1 components
  • Installing TM1 Server components for Planning Analytics 2.1.8 and later
    • Important upgrade requirements and considerations
      • Planning Analytics 2.1.8 and later cannot be installed on top of a version prior to 2.1.8
      • Backup database directories that reside in the Planning Analytics installation directory
      • New default installation path
      • Java requirements
      • New Admin Server configuration file
      • Configuration migration
    • Installing Planning Analytics server and associated components for 2.1.8 and later
    • Registering and running the TM1 Admin Server as a Windows service
    • Registering and running the TM1 Server as a Windows service
    • Registering and running the Planning Analytics Administration Agent as a Windows service
    • Starting and stopping the TM1 Server on Linux
    • Performing a silent installation of Data Tier components for Planning Analytics 2.1.8 and later
    • Uninstalling Data Tier components
  • Installing TM1 Server components on Planning Analytics 2.1.7 and earlier
    • TM1 Server installation
      • Installing on Windows
        • Install IBM TM1 Server components
        • Start TM1 Servers
        • Run TM1 services as a specific user
      • Installing on Linux
        • Requirements for Java shared object libjsig.so
        • Install TM1 Server components
        • Use Cognos Configuration
        • Use scripts to start a TM1 Server
        • Character encoding for TM1 object names
      • TM1 language configuration
        • TM1 language codes
        • Configuring language for the IBM TM1 Server
      • Advanced TM1 Admin Server and TM1 Server configuration
        • Creating a new empty TM1 Server in Cognos Configuration
        • Adding an existing TM1 Server in Cognos Configuration
        • Specifying the location of the Cognos TM1 Admin Host
        • Specifying multiple Cognos TM1 Admin Hosts
        • Changing default port numbers for TM1 Admin Server
        • Configuring TM1 Server to use IPv6
      • Monitoring TM1 Server license usage
    • IBM TM1 Server tools installation
    • TM1 sample databases installation
      • Using the sample databases installed by default
      • Using the Great Outdoors Sales server samples based on the sample database
        • Restoring backup files for IBM Db2
        • Restoring backup files for Oracle
        • Restoring backup files for Microsoft SQL Server
        • Setting up Great Outdoors Sales sample
    • Install and configure the Planning Analytics Administration agent (local only)
      • Configure the agent for Windows
      • Configure the agent for Linux
      • Set an agent API key
      • Configure the agent with an existing keystore
      • Configure event notifications
      • Enable email notifications
      • Sample bootstrap.properties file
  • Installing Planning Analytics Workspace Local
    • Architecture
    • Prerequisites
    • Free ports
    • Install on Windows Server 2019 or 2022
    • Install on Red Hat Enterprise Linux
    • Configuring Planning Analytics Workspace Local
      • Configure parameters
      • Connecting to TM1 and authentication servers
        • Configure TLS
        • Configure TLS for other servers
    • Check the status of the services
    • View logs
    • Access the administration tool on Windows Server
    • Access the administration tool on Linux
    • Backup or restore
    • Upgrade
    • Uninstall
  • Planning Analytics Workspace Distributed
    • Upgrade considerations
    • Install on OpenShift
      • Install OpenShift prerequisites
      • Extract the archive
      • Configure basic OpenShift settings
        • Configure the OpenShift project
        • Configure deployment of images
        • Configure an ingress controller
        • Configure storage
          • Configure node storage
          • Configure shared storage
          • Configure pod storage
          • Set the desired storage class
          • Storage providers and init container execution
          • Set OpenShift resource limits
      • Deferred deployment
      • Configure Red Hat OpenShift deployment
      • Run the start script
      • Run the reinstall or uninstall script
      • Configure advanced OpenShift settings
        • Node configuration
          • Configure the persistent volume locations on the storage nodes
          • Configure the NFS persistent volume locations
          • Configure a different storage type
          • Configure Red Hat OpenShift security
        • Configure the primary node and worker nodes
        • More basic configuration settings
        • Image deployment settings
        • Helm configuration settings
        • Ingress controller configuration
        • Storage service configuration settings
      • Configure Red Hat OpenShift Service Mesh
    • Troubleshooting
      • Back up and restore individual databases
  • Installing and configuring Planning Analytics for Microsoft Excel
    • What's new?
      • New features in version 2.0.0
      • New features in version 10.3.0
      • New features in version 10.2.0
    • Installation overview
    • Prerequisites
      • Find the version information
      • Install Microsoft .NET Framework
      • Primary interop assemblies (PIAs) for Microsoft Excel
        • Modify the setup to install PIAs
        • Install PIAs for Microsoft Excel
      • Uninstall previous versions of IBM Cognos Analysis for Microsoft Excel
      • Connect to IBM Planning Analytics Workspace
      • Set up connections for TM1 REST APIs
      • Configure your antivirus software
    • Installation tasks
      • Test the installation
      • Uninstall
      • Register the Cognos Office Reporting TM1 Addin
        • Use a registry command
        • Use a VBS script
      • Configure for use with high DPI displays
    • Use an .xll add-in file to download and upgrade
      • Launching for a single session
      • Installing the .xll file as an add-in
      • Removing the add-in
      • Upgrading the add-in
    • Troubleshoot
  • Installing IBM Planning Analytics Spreadsheet Services (TM1 Web)
    • Installing
      • Installing and configuring on Windows
        • Unattended installations
      • Installing and configuring on Linux
        • Unattended installations
      • Configuring SSL
      • Configuring SSL for new deployments
      • Configuring SSL with an existing keystore
      • Relocating custom SSL files
      • Upgrading
    • Modifying configuration parameters
      • Configuration parameters
      • Editing the configuration file
      • Configuring the TM1 Web login page
      • Configuring a custom homepage
        • Configuring different homepages for individual users
        • Configuring a global homepage for all users
          • Using the HomePageObject parameter
          • Setting a global homepage to a cube view
          • Setting a global homepage to a websheet
            • Opening a websheet that references an Excel file outside of TM1
            • Opening a websheet object that was uploaded to the TM1 server
          • Setting a global homepage to a URL
      • Startup and appearance settings
        • NavTreeHidden parameter
        • NavTreeCollapsedOnStart parameter
        • HideTabBar parameter
        • HideWebsheetToolBar parameter
        • HideCubeviewerToolBar parameter
        • Displaying or hiding the Views node in the navigation pane
        • TM1DatabaseLabel parameter
      • Changing the Cube Viewer page size
      • Setting the maximum number of sheets to export from a websheet
      • Wrapping string values in cube views
      • Setting the session timeout
    • Configuring web browsers for Cognos TM1 Web
      • Configuring the web browser language
      • Displaying and entering numbers based on regional settings
      • Installing plugins to use copy and paste
  • Integrating with IBM Cognos software
    • TM1 as a datasource with Cognos Analytics
    • Planning Analytics and Cognos Analytics security
  • Security configuration
    • Authentication security
      • Integrated login
        • Prerequisites
        • Configure for TM1 Server
        • Configure for TM1 Web
        • Enable web browsers
        • Configure access rights for Cognos TM1 users
      • LDAP authentication
        • Validating users with an LDAP server
        • Parameters
        • Configuring
        • Troubleshooting
      • Cognos security
        • Verifying the configuration of IIS for Cognos Analytics 11.0
        • Configuring the TM1 Server
        • Configuring Planning Analytics Workspace
        • Managing TM1 users, groups, and objects
          • Defining a Cognos user to function as a Cognos TM1 administrator
          • Creating TM1 users
          • Administering Cognos TM1 object security
        • Configuring TM1 Web
        • Administrator considerations
        • User considerations
          • Authentication behavior
          • Private sessions
      • ETLDAP utility
        • Modifying LDAP attributes
        • Running ETLDAP
        • Configuring the LDAP login parameters
        • Building an LDAP query
        • Connecting to the IBM TM1 Server
        • Mapping LDAP attributes to Cognos TM1 fields
        • Specifying the export options
        • Exporting LDAP information to Cognos TM1
        • Adding new LDAP users
    • Data transmission security
      • Default configuration
      • Configure the Data Tier to use custom TLS
        • Configure the TM1 Server
        • Configure the TM1 Server and a Cognos Analytics dispatcher with SSL enabled
        • Edit parameters in the tm1s.cfg file to use independent certificates
      • ThirdPartyCertificateTool command-line reference
    • TM1 Server data encryption
      • Run the TM1Crypt utility
  • Troubleshooting
    • How do I fix my Planning Analytics Workspace Local installation?
      • Why can't I open Planning Analytics Workspace in a browser?
      • Why doesn't the Planning Analytics Workspace administration tool start?
      • How do I handle errors when I run the start script?
      • How do I handle errors with the Host Network Service (HNS)?
      • What do I do if Docker for Planning Analytics Workspace hangs?
      • How do I change default port numbers for Planning Analytics Workspace on Windows Server 2016?
      • How do I change the IP configuration of Planning Analytics Workspace Local?
    • What are some common errors when installing Planning Analytics for Microsoft Excel?
      • Configuration Issues
        • Convert to Formulas does not show value
        • Update server and package designations to make a server available
        • The Cognos Office interface fails to initialize in Microsoft Office
        • Cognos for Microsoft Office Fails to Initialize
        • Microsoft Office does not open a Microsoft Office document published from Cognos Office
          • Re-register file types with a Microsoft Office program
        • Unable to Open Published Microsoft Office Documents from Cognos Connection
          • Confirm opening of documents
          • Reset internet security options
        • .NET Messages are not in the installed .NET Framework language
        • Workbook closes unexpectedly
        • Reports unavailable in Cognos Connection jobs after using Save As command in Cognos Report Studio
        • The content of the Custom Report shows #NAME?
      • Processing issues
        • Improve performance for TM1 data
        • DPR-ERR-2079 Firewall Security Rejection
        • Item cannot be expanded
        • Results have exceeded the Excel row or column limit
        • Error: Exception from HRESULT:
        • Error refreshing exploration saved in earlier version of Microsoft Excel
        • Microsoft Excel limits
      • Security Issues
        • Cognos Office Unable to Create Trust Relationship
        • Unable to View Reports After Clicking View Report
      • Cognos Office Numbered Error Messages
        • COI-ERR-2002 Block type is not valid
        • COI-ERR-2003 Unexpected type: stacked block
        • COI-ERR-2005 This version of Microsoft Office is not supported
        • COI-ERR-2006 This Microsoft Office product is not supported
        • COI-ERR-2008 Unable to Retrieve from Resources. Tried '{0}'
        • COI-ERR-2009 Unable to Perform This Operation Because Microsoft Excel is in Edit Mode
        • COI-ERR-2010 The name {0} is not valid. A name must not contain both a quote (") character and an apostrophe (') character
        • COI-ERR-2011 The server did not return the expected response. Check that the gateway is valid.
        • COI-ERR-2013 Unable to load metadata
        • COI-ERR-2015 There was a problem parsing the MIME encoded server response. Tried to find the boundary [{0}] but found the boundary [{1}] instead
        • COI-ERR-2016 Worksheet protected, IBM Cognos styles cannot be populated
        • COI-ERR-2019 Connection failed
        • COI-ERR-2305 Unable to perform this operation because Microsoft Excel is in edit mode
        • COI-ERR-2307 Login failed
      • IBM Planning Analytics for Microsoft Excel numbered error messages
        • COR-ERR-2004 Axis specification is not valid
        • COR-ERR-2007 Error retrieving from resources. Tried '{0}'
        • COR-ERR-2009 Name formula is not valid
        • COR-ERR-2010 Formula is not valid
        • COR-ERR-2011 Invalid range: Please enter a valid range for crosstab or list
        • COR-ERR-2013 Exploration cannot be converted to formula based because at least one context item contains a selection
        • COR-ERR-2014 Due to Excel worksheet limitations the results may be truncated
        • COR-ERR-2021 Worksheet protected, IBM Planning Analytics Styles cannot be populated
        • COR-ERR-2015 The current exploration cannot be rendered at this location on the worksheet
        • COR-ERR-2016 Unable to retrieve package
        • ValueNotInPickList (243)
• Planning Analytics Workspace
  • Introduction
  • Get started with Planning Analytics Workspace
    • Known issues
      • TurboIntegrator process connection to ODBC source fails in Planning Analytics on Red Hat Enterprise Linux 8 or 9
      • TurboIntegrator process comments starting with #Section or #Region should be modified before upgrading from Perspectives/Architect to Planning Analytics Workspace
      • Planning Analytics Workspace local/distributed fails to start when IPv6 is disabled on Linux using kernel boot parameter
    • User roles
    • Manage settings for components and features
    • Artificial intelligence capabilities in Planning Analytics Workspace
    • Find information
    • Planning Analytics Trial
    • Applicability of Planning Analytics Workspace documentation
    • Accessing Planning Analytics Workspace from Apple iPad
    • Supported languages
    • Notifications
  • Work in books and views
    • Books
      • Create a book
      • Edit mode
      • Save a book
        • Save a book as a template and set it as default
      • Share a book
      • Resetting a book
      • Setting up the page in a book
      • Adjusting page size
      • Snapping objects to a grid and to each other
      • Change colors
      • Enable or disable item border in consumption mode
      • Customize tabs
        • Customize tab styling for individual tabs
        • Customize tab styling for all tabs
        • Change tab position or order
        • Add icons to tabs
        • Hiding the tabs
      • Change the template on a tabbed book
      • Enable pinning in consumption mode
      • Set book properties
      • Add pictures, media, and web pages
      • Add cell values to the sheet as a cell view
        • Align cells and headers in a single cell visualization
      • Add shapes and text
      • Add pop-up text to books
    • Views
      • Add a new view to a book
      • Set properties for a view
      • Save a view
      • Change the display of data in a view
        • Selecting a member or set in the cube viewer
        • Show member attributes in the cube view
        • Use Fields panel to change the display of data in a view
        • Create a Selector visualization to manage views
        • Hide row and column headers in a view
      • Setting view options
      • Change the format of data in a view
        • Custom data formats in views
        • Setting the data format in a view
        • Align cells and headers in an exploration
        • Format cube views with the Format manager
        • Customizing cell color in views based on data state
        • Customizing colors of selected and highlighted cells
        • Insert spacer rows and columns in explorations
    • Visualizations in Planning Analytics Workspace
      • Create a visualization directly in a book
      • Visualizations available in Planning Analytics Workspace
        • Area
        • Bar
        • Box plot
        • Bubble
        • Bullet
        • Column
        • Data player
        • Dual axes column
        • Dual axes line
        • Heat map
        • Hierarchy bubble
        • Legacy map
        • Legacy waterfall
        • Line
        • Line and column
        • List
        • Map
          • Setting up Mapbox to work with Planning Analytics Workspace Map visualizations
        • Marimekko
        • Network
        • Packed bubble
        • Pie
        • Point
        • Radar
        • Radial
        • Scatter
        • Selector
        • Single cell
        • Stacked bar
        • Stacked column
        • Treemap
        • Tornado
        • Waterfall
        • Word cloud
      • Plotting members from the same dimension in certain charts
      • Change the format of data in a visualization
      • Chart insights
      • Matching color palettes on multiple visualizations
      • Setting visualization properties
    • Customize sets in dimension lists
    • Forecasting
      • Univariate and multivariate forecasts
      • Requirements
      • Forecasting preview
      • Error messages
      • Forecasting on actuals
      • Exponential smoothing models
        • Forecasting algorithms
        • Automated model selection
      • Forecasting tutorial
        • Preparing data
        • Previewing results
        • Forecasting based on actuals
        • View forecast data with a Line visualization
        • Outlier detection and adjustment
        • Data spreading methods
      • Forecasting options
        • The Set up forecast tab
        • The Advanced tab
          • Apply data spreading to a forecast
    • Synchronize objects in a book or sheet
      • Group synchronization
        • Action button parameters
      • Setting synchronization for objects
      • Set synchronization for multiple widgets simultaneously
    • Data entry
      • Copy and paste
        • Paste values to a mixed range of leaves and consolidated cells
      • Comments
      • Apply data spreading
      • Hide rows and columns
      • Set word wrap options in row and column headers
      • Make asymmetric selections on rows and columns
      • Expand/collapse rows and columns asymmetrically or symmetrically
      • Lock row header column widths
      • Drill down
      • Drill through to detailed data
      • Sort rows and columns
      • Filter rows and columns based on cell value
      • Show and hide totals
      • Filter on top or bottom members
      • Suppress zeros
      • Expand levels
      • Display cell values as percentages
      • Refresh data
      • Set data refresh options for a view
      • Rollback data entry
    • Open Planning Analytics for Microsoft Excel views
    • Conditional formats
      • Use the keyboard to work with conditional formatting
    • Calculations
      • Add a summary calculation to a view
      • Member calculations
      • Add a member calculation to a view
      • Add an asymmetric calculation to a view
      • Calculation formats
      • Rename a calculation
      • Delete a calculation
    • Find data
      • Find data with the tree
    • Sets
      • Create and edit a set
        • Searching in sets
        • Filtering sets
        • Narrowing down selections in the set editor
        • View properties and attributes in a set
        • Convert a dynamic set to static
        • Show dialog notifications in the set editor
        • Show distinct ancestors in the set editor
        • Deleting sets
      • Editing a set (quick analysis)
      • Edit sets using the MDX editor
      • Add a set consolidation to a view
    • Action Buttons
      • Configuring the Action Button to run an action
      • Set process parameters for a button
      • Upload files to a database with the action button
    • Websheets
      • Save a websheet to the database
      • Open a websheet on the active tab when you save a multi-tab websheet
      • Writeback modes and sandboxes
        • Writeback modes
          • Setting the writeback mode
        • Understanding different toolbar options
          • Using direct writeback and named sandboxes
          • Using a personal workspace and named sandboxes
          • Personal workspace without named sandboxes
          • Direct writeback without sandboxes
        • Using a personal workspace or sandbox
          • Data values for leaf and consolidated cells in a sandbox
          • Resetting data values in a sandbox or personal workspace
          • Understanding cell coloring for changed data values
          • Committing changed data from a personal workspace or sandbox to base
    • Explore scenarios with sandboxes
      • Compare sandboxes
    • Snap commands
    • Access your data and other objects quickly
      • Pin items
      • Access recently used items
      • Bookmark items
    • Burst export to PDF or PowerPoint
    • Export to Excel
    • Export data from a cube or view
    • Export a dimension or hierarchy
    • How to parameterize an MDX query in IBM Planning Analytics Workspace
    • Global variables
      • Global variables tutorial: Using global variables in an Exploration widget
      • Use global variables in MDX expressions
      • Troubleshooting global variables
  • Use applications and plans to organize work
    • Applications
      • Create an application
        • Define an application and assign co-owners
        • Add sections and contributors
        • Add announcements
        • Search and filter in applications
      • Manage an application
      • Pass context between books in an application
      • Convert an application to a plan
      • Open and use an application
    • Plans
      • Create a plan
        • Define a plan and assign co-owners
        • Specify data accountability in a plan
        • Understanding plan task workflows and state transitions
        • Comparing regular tasks and data accountability tasks
        • Revert a submitted task or member
        • Add tasks to a plan and assign contributors, approvers, and viewers
        • Add announcements to a plan
        • Search and filter in plans
      • Email notification in plans
      • Pass context between books in a plan
      • Track and report on plan progress with the plan Overview report
      • Track tasks with the My tasks tab
      • Contribute to a plan
      • Manage a plan
        • Using the task list and task flow views
        • Manage plan submissions
      • Convert a plan to an application
      • Automate plan actions with workflow processes
      • Setting data scope for plan tasks
  • Model in Planning Analytics Workspace
    • The modeler role
    • Steps to building a model
    • Use the modeling workbench to create and manage your model
      • Working in the modeling workbench
      • Create a modeling workbench
      • Work with assets on the modeling workbench
      • Organize editors on the workbench
      • Open editors in a separate window
      • Using database-level search in a modeling workbench
      • Workbench preferences
      • Using the File manager
      • Using the Database explorer
      • Copy menu on the modelling workbench
      • Change the security of a websheet
      • Make a websheet public or private
      • Create shortcuts to TM1 objects in the modelling workbench
    • Dimensions
      • Using the dimension editor
      • Create a dimension in Planning Analytics Workspace
        • Import members and attributes into a dimension in Planning Analytics Workspace
        • Dimension import file formats
        • Weights
      • Format dimension members in Planning Analytics Workspace
        • Member formats
        • Change the type of members to numeric or text in Planning Analytics Workspace
        • Custom character formats in Planning Analytics Workspace
        • Date and time display formats
        • Numeric value formats
      • Add members to a dimension or hierarchy in Planning Analytics Workspace
        • Drag members as children or peers in Planning Analytics Workspace
      • Time dimensions in Planning Analytics Workspace
        • Create a time dimension in Planning Analytics Workspace
        • Extend a time dimension in Planning Analytics Workspace
      • Reserve and release a dimension in Planning Analytics Workspace
      • Export a dimension or hierarchy from a modeling workbench
      • Lock and unlock a dimension in Planning Analytics Workspace
      • Lock and unlock an element in IBM Planning Analytics Workspace
      • Manage dimension properties
      • Manage dimension attributes
      • Hierarchies
        • Work with hierarchies in Planning Analytics Workspace
        • Rename hierarchy levels in the dimension editor
        • Set a default member for a hierarchy
      • Member attributes
        • Create and edit member attributes in Planning Analytics Workspace
          • Captions for members
        • Configure member tooltips in the cube viewer
      • Pick lists
        • Create a pick list by using the Picklist attribute
        • Create a pick list control cube
        • Generate a pick list for selected cells in the cube viewer
      • Dimension editor search and locate in hierarchy
      • Identify which cubes include a specific dimension
    • Cubes
      • Create a cube
        • Create a new cube based on the structure of an existing cube
      • Recreate a cube from an existing cube
      • Export data from a cube or view
      • Importing data into a cube
      • Cube import file format
      • Optimize the order of dimensions in a cube
      • Lock and unlock a cube
      • Unload and reload a cube from memory
      • Delete a cube or a view
      • Manage cube properties
      • Manage cube attributes
    • Rules
      • Create and edit rules
      • Use the rules editor in Planning Analytics Workspace
      • Delete rules
      • Trace cell values
      • Check feeders
      • Trace feeders
    • TurboIntegrator processes
      • Create and edit processes
        • Define a data source
          • Define a cube view data source
          • Define a dimension set data source
          • Define a file data source
          • Define a location data source
          • Define an ODBC connection data source
            • Modify connection configuration for multiple processes that use ODBC data sources
        • Add variables to a process
        • Allow a process to modify security data
        • Create and edit process parameters
      • Insert a code snippet into a process
        • Create and upload a custom snippet
        • Manage custom snippets
        • Try it out: Custom snippets tutorial
      • Use the process editor
        • Use the process editor in Planning Analytics Workspace
          • Using regions to define blocks of code
      • Run a process
        • View process error logs
        • Access process error logs from the Databases tree
      • Edit chores that involve a specific process
      • Remove a process from multiple chores
      • Debug a process
      • Delete a process
      • Zero suppression in a TurboIntegrator process affects member ordering in a view
      • Manage process attributes
    • TurboIntegrator chores
      • Create and edit chores
      • Execute a chore on demand
      • Enable or disable a chore schedule
      • Delete a chore
      • Manage chore attributes
      • Running a chore at database startup
    • Baseline forecasts
      • Create the baseline forecast asset and set forecast details
      • Define a baseline forecast timeframe
      • Specify the scope of a baseline forecast
      • Specify the variables of a multivariate baseline forecast
      • Define advanced baseline forecast settings
      • View the baseline forecast summary and activate the baseline
      • Edit a baseline forecast
      • Run a baseline forecast
      • Schedule a baseline forecast
        • Retrieve the baseline forecast URL
        • Schedule on Planning Analytics Local
        • Schedule on Planning Analytics on Cloud
      • API endpoints for baseline forecasts
        • Planning Analytics Local
        • Planning Analytics on Cloud
      • Authenticate API requests by using OAuth
    • Control objects
      • Create a control dimension
      • Create a control cube
      • Create a control process
    • Configure drill-through to reveal detailed data
      • Create a drill rule
      • Edit a drill rule
      • Delete a drill rule
      • Create a drill process
      • Edit a drill process
      • Delete a drill process
    • Object security
      • Create a user group
      • Add users to user groups
      • Secure dimension members
        • The security cube
      • Secure cubes, dimensions, processes, and chores
      • Manage security for dimension hierarchies
      • Secure cells
        • Cell security example
      • Delete a user group
    • Localize a model
      • Localize cubes, dimensions, processes, or chores
      • Localize dimension members
      • Localize set names
      • Localize view names
    • Manage Planning Analytics Workspace database log files
      • Roll back transactions in the transaction log
    • Manage database threads on the modeling workbench
    • Start and stop performance monitoring from the modeling workbench (TM1 11 only)
    • Use Git repository integration to manage Planning Analytics database objects
      • Add database objects to a Git repository
        • Git repository integration settings
      • Update your model with database objects from a Git repository
      • Reset a Git repository connection
    • Use Guided Imports in Planning Analytics Workspace
  • Administer Planning Analytics Workspace
    • Administer users and groups
      • Manage user capabilities
        • Assign an administrator the ability to manage user capabilities in a non-primary environment
      • Administer local users
        • Import users to Planning Analytics Workspace from the TM1 authentication database (Local only)
        • Add multiple users in Planning Analytics Workspace(Local only)
        • Add an individual user in Planning Analytics Workspace (Local only)
        • Promote a user to administrator (Local only)
        • Activate or deactivate a user (Local only)
        • Delete a user (Local only)
        • Delete multiple users (Local only)
        • Understanding IBM Planning Analytics Local licensing
          • Determining authorized users on Planning Analytics Local
          • Determining read and write access to Planning Analytics cubes
          • Removing inactive users from a Planning Analytics Local database
      • Create users in a Planning Analytics Local database
      • Administer groups
      • Export users
      • Change a user's role
    • Copy and deploy assets with Lifecycle Management in Planning Analytics Workspace
      • Prerequisites
      • Limitations
      • Get started
      • Create a snapshot
        • Configure database mappings
      • Deploy a snapshot
      • Export a snapshot
      • Import a snapshot
      • Rename or delete a snapshot
      • View a snapshot log
    • Manage features
    • Configure the Planning Analytics Workspace environment
      • Configure an inactivity timeout
    • Configure the spreadsheet services
    • Create and edit multiple Planning Analytics environments
    • Monitor and administer databases
      • Connection timeouts in Planning Analytics Workspace
      • What are the differences between Planning Analytics Administration on premises and on cloud?
      • Configure system monitoring
        • Set agent resource thresholds and alerts
      • Install and configure the Planning Analytics Administration agent (local only)
        • Configure the agent for Windows
        • Configure the agent for Linux
        • Set an agent API key
        • Configure the agent with an existing keystore
        • Configure event notifications
        • Enable email notifications
        • Sample bootstrap.properties file
      • Monitor and manage database threadsactivities
        • Temporarily pause thread or activity refresh while analyzing a database
      • Rename a database
      • Delete a database
      • Identify the database used for authentication on Planning Analytics Administration Local (Local only)
      • Configure databases
        • Set database configuration parameters
        • Set the thread or activity auto-refresh interval
        • Set database thresholds and alerts
      • Start and stop databases
        • Automatically start a database when the data tier is restarted (Cloud only)
      • Download database log files
      • Save data for a selected database
      • Refresh security for a selected database
      • View failed database requests (Cloud only)
      • Download additional components
        • Planning Analytics Administration agent (local only)
    • Customize the interface for your company
      • Upload custom fonts
      • Create a global color palette
      • Create a custom theme
        • Application of theme keys in Planning Analytics Workspace
        • Activate a theme
        • Delete a theme
        • Update a theme
    • Manage integrations
      • watsonx.ai to support Decision Optimization
      • Authorized applications (OAuth)
    • Set permissions for assets
    • Set permissions on the Shared folder and subfolders
    • Limit access to the Set Editor
    • Manage images in the Image Gallery
  • Planning Analytics Workspace REST API
    • Authenticating REST API requests
    • Authorized applications (OAuth)
    • Planning Analytics Workspace API endpoints
    • Accessing TM1 REST APIs through Planning Analytics Workspace
  • References
    • Rules functions
      • Arithmetic operators in Planning Analytics rules
      • Comparison operators in Planning Analytics rules
      • Logical operators in Planning Analytics rules
      • Attribute rules functions
        • ATTRN
        • ATTRS
        • CubeATTRN
        • CubeATTRS
        • DimensionATTRN
        • DimensionATTRS
        • ElementAttrN
        • ElementAttrS
      • Consolidation calculation rules functions
        • ConsolidatedAvg
        • ConsolidateChildren
        • ConsolidatedCount
        • ConsolidatedCountUnique
        • ConsolidatedMax
        • ConsolidatedMin
      • Cube data rules functions
        • CellValueN
        • CellValueS
        • DB
        • ISLEAF
        • ISUNDEFINEDCELLVALUE
        • UNDEF
        • UNDEFINEDCELLVALUE
        • UNDEFVALS
      • Date and time rules functions
        • DATE
        • DATES
        • DAY
        • DAYNO
        • MONTH
        • NOW
        • TIME
        • TIMST
        • TIMVL
        • TODAY
        • YEAR
      • Dimension Information Rules Functions
        • DIMIX
        • DIMNM
        • DIMSIZ
        • DNEXT
        • DNLEV
        • DTYPE
        • TABDIM
      • Element Information Rules Functions
        • ELCOMP
        • ELCOMPN
        • ElementComponent
        • ElementComponentCount
        • ElementCount
        • ElementFirst
        • ElementIndex
        • ElementIsAncestor
        • ElementIsComponent
        • ElementIsParent
        • ElementLevel
        • ElementName
        • ElementNext
        • ElementParent
        • ElementParentCount
        • ElementType
        • ElementWeight
        • ELISANC
        • ELISCOMP
        • ELISPAR
        • ELLEV
        • ELPAR
        • ELPARN
        • ELWEIGHT
        • LevelCount
      • Financial Rules Functions
        • FV
        • PAYMT
        • PV
      • Hierarchy Rules Functions
        • Hierarchy
        • HierarchyCount
        • HierarchyIndex
        • HierarchyN
      • Logical Rules Functions
        • CONTINUE
        • IF
        • STET
      • Mathematical Rules Functions
        • ABS
        • ACOS
        • ASIN
        • ATAN
        • COS
        • EXP
        • INT
        • ISUND
        • LN
        • LOG
        • MAX
        • MIN
        • MOD
        • RAND
        • ROUND
        • ROUNDP
        • SIGN
        • SIN
        • SQRT
        • TAN
      • Text Rules Functions
        • CAPIT
        • CHAR
        • CODE
        • CODEW
        • DELET
        • FILL
        • INSRT
        • LONG
        • LOWER
        • NUMBR
        • SCAN
        • STR
        • SUBST
        • TRIM
        • UPPER
      • Miscellaneous Rules Functions
        • FEEDERS
        • FEEDSTRINGS
        • SKIPCHECK
    • TurboIntegrator Functions
      • TurboIntegrator reserved words
      • ASCII and Text TurboIntegrator Functions
        • ASCIIDelete
        • ASCIIOutput
        • ASCIIOutputOpen
        • NumberToString
        • NumberToStringEx
        • SetInputCharacterSet
        • SetOutputCharacterSet
        • SetOutputEscapeDoubleQuote
        • StringToNumber
        • StringToNumberEx
        • TextOutput
      • Attribute Manipulation TurboIntegrator Functions
        • ATTRNL
        • ATTRSL
        • AttrDelete
        • AttrInsert
        • AttrPutN
        • AttrPutS
        • ChoreAttrDelete
        • ChoreAttrInsert
        • ChoreAttrN
        • ChoreAttrNL
        • ChoreAttrPutN
        • ChoreAttrPutS
        • ChoreAttrS
        • ChoreAttrSL
        • CubeAttrDelete
        • CubeAttrInsert
        • CubeAttrPutN
        • CubeAttrPutS
        • CubeATTRNL
        • CubeATTRSL
        • DimensionAttrDelete
        • DimensionAttrInsert
        • DimensionAttrPutN
        • DimensionAttrPutS
        • DimensionATTRNL
        • DimensionATTRSL
        • ElementATTRNL
        • ElementATTRSL
        • ElementAttrPutN
        • ElementAttrPutS
        • ElementAttrInsert
        • ElementAttrDelete
        • HierarchyAttrPutN
        • HierarchyAttrPutS
        • HierarchyATTRN
        • HierarchyATTRS
        • HierarchyATTRNL
        • HierarchyATTRSL
        • HierarchySubsetATTRS
        • HierarchySubsetATTRN
        • HierarchySubsetATTRSL
        • HierarchySubsetATTRNL
        • HierarchySubsetAttrPutS
        • HierarchySubsetAttrPutN
        • HierarchySubsetAttrInsert
        • HierarchySubsetAttrDelete
        • ProcessAttrDelete
        • ProcessAttrInsert
        • ProcessAttrN
        • ProcessAttrNL
        • ProcessAttrPutN
        • ProcessAttrPutS
        • ProcessAttrS
        • ProcessAttrSL
        • SubsetATTRS
        • SubsetATTRN
        • SubsetATTRSL
        • SubsetATTRNL
        • SubsetAttrPutS
        • SubsetAttrPutN
        • SubsetAttrInsert
        • SubsetAttrDelete
        • ViewAttrDelete
        • ViewAttrInsert
        • ViewAttrN
        • ViewAttrNL
        • ViewAttrPutN
        • ViewAttrPutS
        • ViewAttrS
        • ViewAttrSL
      • Chore Management TurboIntegrator Functions
        • ChoreError
        • ChoreQuit
        • ChoreRollback
        • SetChoreVerboseMessages
      • Cube Manipulation TurboIntegrator Functions
        • AddCubeDependency
        • CellGetN
        • CellGetS
        • CellIncrementN
        • CellIsUpdateable
        • CellPutN
        • CellPutProportionalSpread
        • CellPutS
        • CubeClearData
        • CubeCreate
        • CubeDestroy
        • CubeDimensionCountGet
        • CubeExists
        • CubeGetLogChanges
        • CubeSaveData
        • CubeSetConnParams
        • CubeSetLogChanges
        • CubeTimeLastUpdated
        • CubeUnload
      • Data Reservation TurboIntegrator Functions
        • CubeDataReservationAcquire
        • CubeDataReservationRelease
        • CubeDataReservationReleaseAll
        • CubeDataReservationGet
        • CubeDataReservationGetConflicts
      • Date and Time TurboIntegrator Functions
        • FormatDate
        • NewDateFormatter
        • ParseDate
      • Dimension Manipulation TurboIntegrator Functions
        • DimensionCreate
        • DimensionDeleteAllElements
        • DimensionDeleteElements
        • DimensionDestroy
        • DimensionElementComponentAdd
        • DimensionElementComponentAddDirect
        • DimensionElementComponentDelete
        • DimensionElementComponentDeleteDirect
        • DimensionElementDelete
        • DimensionElementDeleteDirect
        • DimensionElementExists
        • DimensionElementInsert
        • DimensionElementInsertDirect
        • DimensionElementPrincipalName
        • DimensionExists
        • DimensionHierarchyCreate
        • DimensionSortOrder
        • DimensionTimeLastUpdated
        • DimensionTopElementInsert
        • DimensionTopElementInsertDirect
        • DimensionUpdateDirect
      • Hierarchy Manipulation TurboIntegrator Functions
        • CreateHierarchyByAttribute
        • HierarchyContainsAllLeaves
        • HierarchyCreate
        • HierarchyDeleteAllElements
        • HierarchyDeleteElements
        • HierarchyDestroy
        • HierarchyElementComponentAdd
        • HierarchyElementComponentAddDirect
        • HierarchyElementComponentDelete
        • HierarchyElementComponentDeleteDirect
        • HierarchyElementDelete
        • HierarchyElementDeleteDirect
        • HierarchyElementExists
        • HierarchyElementInsert
        • HierarchyElementInsertDirect
        • HierarchyElementPrincipalName
        • HierarchyExists
        • HierarchyHasOrphanedLeaves
        • HierarchySortOrder
        • HierarchyTimeLastUpdated
        • HierarchyTopElementInsert
        • HierarchyTopElementInsertDirect
        • HierarchyUpdateDirect
      • ODBC TurboIntegrator Functions
        • ODBCClose
        • ODBCOpen
        • ODBCOPENEx
        • ODBCOutput
        • SetODBCUnicodeInterface
      • Process Control TurboIntegrator Functions
        • ExecuteCommand
        • ExecuteProcess
        • GetProcessErrorFileDirectory
        • GetProcessErrorFilename
        • GetProcessName
        • If
        • ItemReject
        • ItemSkip
        • ProcessBreak
        • ProcessError
        • ProcessExists
        • ProcessExitByChoreRollback
        • ProcessExitByProcessRollback
        • ProcessQuit
        • ProcessRollback
        • RunProcess
        • Sleep
        • Synchronized
        • While
      • Rules Management TurboIntegrator Functions
        • CubeProcessFeeders
        • CubeRuleAppend
        • CubeRuleDestroy
        • CubeRuleGet
        • CubeRuleSet
        • DeleteAllPersistentFeeders
        • ForceSkipCheck
        • RuleLoadFromFile
        • RuleLoadFromFileEx
      • Sandbox Functions
        • GetUseActiveSandboxProperty
        • ServerActiveSandboxGet
        • ServerActiveSandboxSet
        • ServerSandboxClone
        • ServerSandboxCreate
        • ServerSandboxesDelete
        • ServerSandboxDiscardAllChanges
        • ServerSandboxMerge
        • ServerSandboxExists
        • ServerSandboxGet
        • ServerSandboxListCountGet
        • SetUseActiveSandboxProperty
      • Security TurboIntegrator Functions
        • AddClient
        • AddGroup
        • AssignClientToGroup
        • AssignClientPassword
        • AssociateCAMIDToGroup
        • CellSecurityCubeCreate
        • CellSecurityCubeDestroy
        • DeleteClient
        • DeleteGroup
        • ElementSecurityGet
        • ElementSecurityPut
        • HierarchyElementSecurityGet
        • HierarchyElementSecurityPut
        • RemoveCAMIDAssociation
        • RemoveCAMIDAssociationFromGroup
        • RemoveClientFromGroup
        • SetHierarchyGroupsSecurity
        • SetHierarchyElementGroupsSecurity
        • SetDimensionGroupsSecurity
        • SetElementGroupsSecurity
        • SecurityOverlayGlobalLockCell
        • SecurityOverlayCreateGlobalDefault
        • SecurityOverlayDestroyGlobalDefault
        • SecurityOverlayGlobalLockNode
        • SecurityRefresh
      • Server Manipulation TurboIntegrator Functions
        • BatchUpdateFinish
        • BatchUpdateFinishWait
          • BatchUpdateStart
        • DisableBulkLoadMode
        • EnableBulkLoadMode
        • RefreshMdxHierarchy
        • SaveDataAll
        • ServerShutdown
      • Subset Manipulation TurboIntegrator Functions
        • HierarchySubsetAliasGet
        • HierarchySubsetAliasSet
        • HierarchySubsetCreate
        • HierarchySubsetDeleteAllElements
        • HierarchySubsetDestroy
        • HierarchySubsetElementExists
        • HierarchySubsetElementDelete
        • HierarchySubsetElementGetIndex
        • HierarchySubsetElementInsert
        • HierarchySubsetExists
        • HierarchySubsetGetSize
        • HierarchySubsetGetElementName
        • HierarchySubsetIsAllSet
        • HierarchySubsetMDXGet
        • HierarchySubsetMDXSet
        • PublishSubset
        • SubsetAliasGet
        • SubsetAliasSet
        • SubsetCreate
        • SubsetCreateByMDX
        • SubsetDeleteAllElements
        • SubsetDestroy
        • SubsetElementDelete
        • SubsetElementExists
        • SubsetElementGetIndex
        • SubsetElementInsert
        • SubsetExists
        • SubsetExpandAboveSet
        • SubsetFormatStyleSet
        • SubsetGetElementName
        • SubsetGetSize
        • SubsetIsAllSet
        • SubsetMDXGet
        • SubsetMDXSet
      • View Manipulation TurboIntegrator Functions
        • PublishView
        • DisableMTQViewConstruct
        • EnableMTQViewConstruct
        • ViewColumnDimensionSet
        • ViewColumnSuppressZeroesSet
        • ViewConstruct
        • ViewCreate
        • ViewCreateByMDX
        • ViewDestroy
        • ViewExists
        • ViewExtractFilterByTitlesSet
        • ViewExtractSkipCalcsSet
        • ViewExtractSkipConsolidatedStringsSet
        • ViewExtractSkipRuleValuesSet
        • ViewExtractSkipZeroesSet
        • ViewMDXSet
        • ViewMDXGet
        • ViewRowDimensionSet
        • ViewRowSuppressZeroesSet
        • ViewSubsetAssign
        • ViewSuppressZeroesSet
        • ViewTitleDimensionSet
        • ViewTitleElementSet
        • ViewZeroOut
      • Miscellaneous TurboIntegrator Functions
        • AddInfoCubeRestriction
        • Expand
        • FileExists
        • LogOutput
        • TM1User
        • WildcardFileSearch
    • TurboIntegrator Variables
      • TurboIntegrator Local Variables
        • DatasourceASCIIDecimalSeparator
        • DatasourceASCIIDelimiter
        • DatasourceASCIIHeaderRecords
        • DatasourceASCIIQuoteCharacter
        • DatasourceASCIIThousandSeparator
        • DatasourceCubeview
        • DatasourceDimensionSubset
        • DatasourceJsonRootPointer
        • DatasourceJsonVariableMapping
        • DatasourceNameForServer
        • DatasourceNameForClient
        • DatasourcePassword
        • DatasourceQuery
        • DatasourceType
        • DatasourceUsername
        • MinorErrorLogMax
        • NValue
        • OnMinorErrorDoItemSkip
        • SValue
        • TM1ProcessError.log file
        • Value_Is_String
      • TurboIntegrator Global Variables
        • NumericGlobalVariable('VariableName');
        • StringGlobalVariable('VariableName');
      • Implicit Global Variables
        • DataMinorErrorCount
        • MetadataMinorErrorCount
        • ProcessReturnCode
        • PrologMinorErrorCount
      • TurboIntegrator User Variables
    • MDX Function Support
      • Support for Microsoft-defined MDX Expressions and Functions
        • Supported Member Expressions
        • Supported Member Functions
        • Supported Numeric Functions
        • Supported Set Expressions
        • Supported Set Functions
        • Supported Tuple Expressions
      • TM1 specific MDX functions
        • TM1DRILLDOWNMEMBER( , |ALL [,RECURSIVE] )
        • TM1FILTERBYPATTERN( , , [] )
        • TM1FILTERBYLEVEL( , )
        • TM1Member
        • TM1SORT( , ASC|DESC )
        • TM1SORTBYINDEX( , ASC|DESC )
        • TM1SUBSETALL([])
        • TM1SubsetToSet
        • TM1TupleSize
      • TM1 specific MDX expressions
        • .
        • .ANCESTORS
        • .WEIGHT
    • Data spread keyboard shortcuts
      • Proportional data spreading method
      • Equal data spreading method
      • Repeat data spreading method
      • Clear data spreading method
      • Percent change data spreading method
      • Repeat leaves data spreading method
      • Equal leaves data spreading method
      • Straight line data spreading method
      • Growth percent data spreading method
      • Relative proportional data spreading method
      • Relative percent adjustment data spreading method
    • Exploration navigation shortcuts
    • Naming conventions
    • Map reference info
      • Supported languages for maps
      • Supported values for maps
        • Continents
        • Subregions
        • Countries
        • Provinces
    • Troubleshooting Planning Analytics Workspace
      • Setting the session timeout
      • Slow scrolling in Google Chrome browser
      • Help error: Unable to get resource file
    • Accessibility
• Planning Analytics for Microsoft Excel
  • Introduction
  • Planning Analytics Trial
  • Getting started
    • Before you begin
    • Getting oriented
      • User interface overview
      • IBM Planning Analytics tab
        • Find the version information
      • IBM task pane
        • Open the set editor from the IBM task pane
        • Launch the viewer from the IBM task pane
        • Filter items in the IBM task pane
      • Overview area
      • Work area
    • Show or hide the IBM Planning Analytics ribbon
    • Report types
      • Planning Analytics for Microsoft Excel report types
      • IBM Cognos Analytics report types
    • Manually enabling features in the tm1features.json file
  • Moving from IBM TM1 Perspectives to IBM Planning Analytics for Microsoft Excel
    • Before you move from TM1 Perspectives to Planning Analytics for Microsoft Excel
      • The benefits of using IBM Planning Analytics for Microsoft Excel over TM1 Perspectives
      • Preparing to move IBM TM1 Perspectives data
      • Installing IBM Planning Analytics for Microsoft Excel
    • Opening a TM1 Perspectives report in Planning Analytics for Microsoft Excel
      • Open an IBM TM1 Perspectives workbook
      • Upgrade IBM TM1 Perspectives action buttons
      • Enable trust access to the VBA project object model
    • Differences between IBM TM1 Perspectives and IBM Planning Analytics for Microsoft Excel
      • Differences in connecting to a database
      • Differences in implementation for TM1 Perspectives features
      • TM1 Perspectives features not implemented in Planning Analytics for Microsoft Excel
  • Connecting to datasources
    • Connect to IBM Planning Analytics
    • Connect to IBM Cognos Analytics
    • Set up a connection to a datasource
    • Log on to a datasource
    • Open a model or package
    • Refresh a datasource, model, or package
    • Change the datasource and datasource type
    • Show and hide servers in a TM1 datasource
    • Version control and datasource compatibility
      • Configure version control (for Administrators)
      • Configuring the update button
    • Open and download workbooks
      • Opening workbooks from the TM1 Server Application folder
      • Open a report from IBM Cognos Connection
      • Open a workbook that contains styles
      • Download a workbook from IBM Cognos Connection
  • Settings
    • IBM settings
      • Start application
      • Update Connection URLs
      • Set up forms-based user authentication
      • Logging
      • Cache management
      • Utilities
    • IBM Planning Analytics settings
      • Application settings
        • Load recently used data source or package
        • Member display count limit
        • Default expand direction
        • Task Pane double-click action
        • Hide commit confirmation
        • Auto spread consolidated inputs
        • Preserve user formulas
      • Privacy settings
      • Exploration or list settings
        • Show system and package information in exploration and list sheet
        • Assign exploration or list starting cell
        • Hide refresh confirmation for each worksheet and workbook
        • Expand with double-click
        • Allow sum on context dropdown
        • Prompt for uncommitted changes
        • Context member dropdown limit
        • Data display row limit
        • Expand member limit
        • Grouping options
      • Custom report settings
        • Set TM1RebuildOption when generating new formula content
        • Expand with double-click (applies to package based data sources only)
        • Refresh data on Excel recalculation Keys (F9, Shift F9)
        • Refresh data on writeback
      • Quick report settings
        • Double-click option
        • Use level based indents
        • Use type-in refresh
        • Use server formatting
      • Cell styles
        • Upgrade to the latest cell styles
    • Settings in the CognosOfficeReportingSettings.xml file
  • Work with data and reports
    • Creating reports from the viewer and task pane
    • Change the hierarchy
    • Clearing data
      • Clearing all data from a workbook
        • Clear all data in a workbook from the IBM Planning Analytics ribbon
        • Clear all data in a workbook from the right-click menu
      • Clearing all data in a worksheet
        • Use the right-click menu to clear all data in a worksheet
        • Use the IBM Planning Analytics ribbon to clear all data in a worksheet
      • Clearing all data from a cell-based report
      • Clearing data from a specific cell
    • Common View Specification
    • Convert dynamic data to snapshots (static data)
    • Constrained Calculations
      • Actions that prompt a Constrained Calculation
    • Converting a report
      • Converting to a Quick Report using TM1 data
      • Converting to a Custom Report using TM1 data
      • Converting to a Custom Report using Cognos Analytics data
    • Copy and move worksheets
    • Creating customized report themes
      • Microsoft Excel styles for Exploration Views, List views, and Quick Reports
    • Data coherency
    • Design Mode
    • Find items in the source tree
      • Search for members in an IBM Planning Analytics data source
      • Search for items in an IBM Cognos Analytics package
    • How level based indents are applied
    • Naming conventions
    • Preserve or overwrite DBRW formulas with formula mode
    • Refresh data
    • Run Cognos TM1 TurboIntegrator processes
    • Run watsonx AI jobs from the task pane
    • Share your analysis
      • Publish a workbook to a TM1 database Application folder
      • Publish a workbook to IBM Cognos Connection
      • Publish an exploration to IBM Cognos Connection
    • Work with dimensionally modeled relational (DMR) and OLAP data
  • Explore TM1 data
    • Exploration Views and lists
      • Create a list
        • Create a list
        • Insert blank columns
        • Suppress empty cells
      • Create an Exploration View
        • Create an Exploration View
          • Create an Exploration View by using a view
          • Create an Exploration View from scratch
        • Insert members
          • Insert members from multiple levels of a dimension
          • Insert all the members of a level
        • Add objects to rows, columns, and the context area
        • Columns and rows
          • Nest rows or columns
          • Insert blank columns or rows
          • Add calculated rows and columns
          • Swap rows and columns
          • Sort rows by values
        • Filter data using the context area
        • Limit members
        • Suppress empty cells
        • Show top or bottom results
        • Drill down and drill up
        • Edit data
        • Layouts
      • Clearing all data from an Exploration View or list view
      • Commit data in a TM1 Exploration View
      • Methods for saving an Exploration View
        • MDX views
        • TM1 database view
        • Planning Analytics Workspace Content Store
          • Save to the Planning Analytics Workspace Content Store
          • Open a view from the Planning Analytics Workspace Content Store
      • Set properties
      • Calculated columns and rows
        • Create a calculated column or row from scratch
        • Insert a calculated column or row from existing columns or rows
        • Rename a calculated column or row
      • Change the cube or datasource used by an exploration
      • Bulk update the datasource or TM1 instance for Exploration Views
    • Quick Reports
      • Create a Quick Report
        • Create a Quick Report
      • Clearing all data from a Quick Report
      • Add members
      • Replace members
      • Refresh
      • Publish, share, and open
      • Delete
      • Edit
      • Commit data in a Quick Report
      • Change the cube and datasource used by a Quick Report
      • Show the information header in a Quick Report
    • Dynamic Reports
      • The Dynamic ribbon group
      • Create or add Dynamic Reports
      • Add multiple Dynamic Reports
      • Insert a Dynamic Report section
      • Refresh, rebuild, or recreate
      • Expand and collapse rows
      • Suppress or display zeros
      • Edit the row set
      • Change context members
      • Insert columns
      • Insert rows
      • Display the data source or package of a formula
      • Change the model and cube used by a Dynamic Report
      • Report format
        • Format definitions
        • Modify formatting
        • Create format definitions
        • Apply format definitions
      • Publish
      • Usage notes
    • Create a Custom Report
      • Create Custom Reports by using a view
      • Create Custom Report manually
      • Change the cube and datasource of Custom Reports
    • Universal Reports
      • Prerequisites for Universal Reports
      • Query parameterization in Universal Reports
      • Universal Report named ranges
      • Supported features and limitations in Universal Reports
      • Create a Universal Report
        • Create a Universal Report from an existing view or Exploration View
        • Create a Universal Report from scratch
      • Modify a Universal Report
      • Toggle rows and columns
      • Adding spacer rows and columns to Universal Reports
      • Applying cell holds in Universal Reports
      • Cell indicators in Universal Reports
      • Suppress or display zeros
      • Automatically commit data
      • Creating TM1 formulas with the formula wizard
      • Supported functions in Universal Reports
        • TM1SET
        • TM1PRIMARYDATASOURCE
        • TM1PRIMARYDBNAME
        • TM2RPTELISCONSOLIDATED
        • TM2RPTELISEXPANDED
        • TM2RPTELLEV
        • BracketEscape()
        • BracketUnescape()
        • MakeMun()
        • DecodeMun()
        • MakeAxis()
        • MakeQuery()
        • MakeCalc()
        • ConcatComma
        • ConcatCrossjoin
        • ConcatString
      • Configure the EvaluationService for distributed TM1 deployments
      • MDX and parser error messages
      • Universal Report static layout
        • Creating a Universal Report static layout
        • Converting a Quick Report to a Universal Report static layout
        • Universal Report static layout named ranges
        • Universal Report static layout properties
        • MakeQuery3
        • Row and column gutters
        • Replace hierarchies on rows or columns
        • Converting rows or columns into TM1Val formulas
        • Supported features and limitations in Universal Reports static layout
    • Universal Report axes
      • Asymmetric axis
        • Create an asymmetric axis
      • Symmetric axis
    • Using data cell formulas in non-formula based reports
    • Sets
      • Create and edit a set
        • View properties and attributes in a set
        • Convert a dynamic set to static
        • Show dialog notifications in the set editor
        • Show distinct ancestors in the set editor
      • Editing a set (quick analysis)
      • Edit sets using the MDX editor
      • Add a set consolidation to a view
    • Modify TM1 data
      • Writeback mode
        • Writeback mode settings
      • Toolbar options
        • Direct writeback and named sandboxes
        • Direct writeback without sandboxes
      • Virtual sandbox dimensions
        • Data values for leaf and consolidated cells in a sandbox
        • Reset data values in a sandbox
        • Cell coloring for changed data values
        • Commit changed data from a sandbox to base
      • Edit TM1 data in reports
        • Edit data by typing values in cells
        • Edit TM1 data by using data spreading
          • Use data spreading in Universal Reports,Exploration Views, and Quick Reports
          • Exclude cells from data spreading
          • Data spreading methods
          • Data spreading and hold syntax
            • Data spreading and hold syntax reference table
        • Add and view comments in cells
        • Resolve errors when committing data to a TM1 database
        • Set options for committing data
    • IBM TM1 functions
      • TM1 worksheet functions in IBM Planning Analytics for Microsoft Excel
        • Modify functions by using the Function Editor
        • Enable and configure TM1 functions
          • Enable the add-in required to work with TM1 worksheet functions
          • Configuration settings for working with TM1 worksheet functions
        • Troubleshoot TM1 worksheet functions
        • Supported IBM TM1 worksheet functions
          • DBR
          • DBRA
          • DBRW
          • DBS
          • DBSA
          • DBSS
          • DBSW
          • DefineCalc
          • DFRST
          • DIMIX
          • DIMNM
          • DIMSIZ
          • DNEXT
          • DNLEV
          • DTYPE
          • ELCOMP
          • ELCOMPN
          • ELISCOMP
          • ELISPAR
          • ELLEV
          • ELPAR
          • ELPARN
          • ELSLEN
          • ELWEIGHT
          • SUBNM
          • SUBSIZ
          • TABDIM
          • TM1ELLIST
          • TM1GLOBALSANDBOX
          • TM1INFO
          • TM1PRIMARYDBNAME
          • TM1ACTIVESERVERS
          • TM1RESOLVEBOOK
          • TM1RESOLVEFORMULAS
          • TM1RESOLVENESTEDPARENS
          • TM1RESOLVESHEET
          • TM1RPTELISCONSOLIDATED
          • TM1RPTELLSEXPANDED
          • TM1RPTELLEV
          • TM1RPTFILTER
          • TM1RPTROW
          • TM1RPTTITLE
          • TM1RPTVIEW
          • TM1SET
          • TM1USER
          • TM1Val
          • VIEW
      • Display the data source or package of a formula
      • DBR and DBRW formulas
        • Modify DBR and DBRW formulas by dragging members from the source tree
        • Modify a range of DBR and DBRW functions
      • SUBNM formulas
    • MDX Function Support
      • Support for Microsoft-defined MDX Expressions and Functions
        • Supported Member Expressions
        • Supported Member Functions
        • Supported Numeric Functions
        • Supported Set Expressions
        • Supported Set Functions
        • Supported Tuple Expressions
      • TM1 specific MDX functions
        • TM1DRILLDOWNMEMBER( , |ALL [,RECURSIVE] )
        • TM1FILTERBYPATTERN( , , [] )
        • TM1FILTERBYLEVEL( , )
        • TM1Member
        • TM1SORT( , ASC|DESC )
        • TM1SORTBYINDEX( , ASC|DESC )
        • TM1SUBSETALL([])
        • TM1SubsetToSet
        • TM1TupleSize
      • TM1 specific MDX expressions
        • .
        • .ANCESTORS
        • .WEIGHT
    • Drill through cells to see detailed data
      • Cascading drill through
      • Save a drill through
    • Formula failure behavior
  • Explore IBM Cognos Analytics data
    • Exploration Views and lists
      • Create an exploration
      • Create a list
        • Work with items in a list
        • Work with lists that use IBM Cognos Analytics data
        • Sort a column by names in a list
        • Insert blank columns
        • Add calculated columns in a list
        • Suppress empty cells
      • Clearing all data from an Exploration View or list view
      • Create an Exploration View
        • Work with IBM Cognos Analytics data
        • Work with relational Exploration Views
        • Work with items in an Exploration View
        • Select measures
        • Remove measures
        • Insert a hierarchy
        • Add calculated rows and columns
        • Filtering values using context
        • Insert blank columns or rows
        • Nest rows or columns
          • Rearrange nested items
        • Suppress empty cells
        • Best practices
      • Sets
        • Set properties
      • Insert items
        • Insert items from multiple levels of a dimension
        • Insert all the items of a level
      • Limit items
      • Drill down and drill up
      • Rows and columns
        • Add objects to rows and columns
        • Sort rows by values or names
        • Swap rows and columns
        • Change the system and data source used by an exploration
      • Custom filters
        • Creating custom filters
          • Adding a filter line
          • Applying filter criteria before aggregation
          • Grouping filter criteria
          • Deleting filter criteria
          • Ungrouping filter criteria
      • Insert Microsoft Excel calculations
    • Create a Custom Report
      • Using Custom Reports
      • Formulas
      • Create from scratch
        • Example - using cell-based analysis to create an Exploration View of order method revenue
      • Expand items
      • Drill down
      • Display the data source or package of a formula
      • Change the server and package used by a Custom Report
      • Troubleshoot
      • Best practices
    • Prompted metadata in IBM Cognos Analytics packages
    • Set options for IBM Cognos Analytics data
      • System optimization with large data sets
      • Control data compression for data
  • Cube Viewer
    • Data entry
    • Change the font size
    • Data display
    • Sort rows and columns
    • Show and hide totals
    • Suppress zeros
    • Expand levels
    • Display cell values as percentages
    • Drill up or down on members
    • Hide rows and columns
    • Add a calculation to a view
    • Sandboxes
    • Copy and paste
    • Undo and redo
    • Data spreading
    • Create a report
    • Multiple hierarchies
    • Quick data entry commands
    • Set data refresh options for a view
    • Save a view from the Cube Viewer
  • Action buttons
    • What action buttons do
    • Add to a worksheet
      • Run a process
      • Navigate to another worksheet
        • Map fields
        • Pass context option
        • Replace Current Workbook option
      • Run a process and navigate to a worksheet
      • Recalculate or rebuild a worksheet
      • Run a watsonx AI Job
      • Set the appearance
    • Edit, copy, rename, or delete
  • IBM Planning Analytics for Microsoft Excel API
  • Tutorials, examples and exercises
    • Tutorials
      • Get started
      • First assignment: Create and customize an Exploration View
        • Views
        • Customize Exploration Views
        • Share your work
      • Automate your work by using the IBM Planning Analytics for Microsoft Excel API
        • Setting up for the API
        • Add and execute IBM Cognos automation API functions
    • Examples and use cases
      • Example - evaluate revenue from specific order methods
      • Example - create a list report
    • Try it yourself exercises
      • Create an Exploration View that uses an indirect filter to update data and charts
      • Analyze data in an Exploration View
      • Balance sheet reports
        • Create the balance sheet
        • Populate current assets
        • Populate other assets
        • Populate current liabilities
        • Populate other liabilities
        • Clean up the balance sheet
      • Explorations using filters
        • Create context filters
        • Create custom filters
      • Creating a custom filter from a list exploration
        • Use sample relational data to create a complex list exploration with a calculated column
          • Start IBM Planning Analytics for Microsoft Excel and open the sample package
          • Create a list exploration with several columns of data from the GO Sales (query) package
          • Add a calculated column
        • Add values to the worksheet and create filter expressions
          • Add values to the Microsoft Excel worksheet to use in filter calculation
          • Create a filter expression based on minimum and maximum values
      • Create an Exploration View using a custom set of members
      • Create sets in Exploration Views and Quick Reports
        • Create an Exploration View
          • Start IBM Planning Analytics for Microsoft Excel and load the sample budget plan
          • Create a budget Exploration View
        • Work in the set editor
          • Insert the 2004 members dynamically from the set editor
          • Replace the Net Operating Income item with its component items from the set editor window
        • Create Quick Reports
          • Convert the Exploration View to a Quick Report
  • Troubleshoot
    • Troubleshoot a problem
    • Get fixes
    • What are some common errors when installing Planning Analytics for Microsoft Excel?
      • Configuration Issues
        • Convert to Formulas does not show value
        • Update server and package designations to make a server available
        • The Cognos Office interface fails to initialize in Microsoft Office
        • Cognos for Microsoft Office Fails to Initialize
        • Microsoft Office does not open a Microsoft Office document published from Cognos Office
          • Re-register file types with a Microsoft Office program
        • Unable to Open Published Microsoft Office Documents from Cognos Connection
          • Confirm opening of documents
          • Reset internet security options
        • .NET Messages are not in the installed .NET Framework language
        • Workbook closes unexpectedly
        • Reports unavailable in Cognos Connection jobs after using Save As command in Cognos Report Studio
        • The content of the Custom Report shows #NAME?
      • Processing issues
        • Improve performance for TM1 data
        • DPR-ERR-2079 Firewall Security Rejection
        • Item cannot be expanded
        • Results have exceeded the Excel row or column limit
        • Error: Exception from HRESULT:
        • Error refreshing exploration saved in earlier version of Microsoft Excel
      • Security Issues
        • Cognos Office Unable to Create Trust Relationship
        • Requirements for using custom SSL certificates
        • Unable to View Reports After Clicking View Report
      • Cognos Office Numbered Error Messages
        • COI-ERR-2002 Block type is not valid
        • COI-ERR-2003 Unexpected type: stacked block
        • COI-ERR-2005 This version of Microsoft Office is not supported
        • COI-ERR-2006 This Microsoft Office product is not supported
        • COI-ERR-2008 Unable to Retrieve from Resources. Tried '{0}'
        • COI-ERR-2009 Unable to Perform This Operation Because Microsoft Excel is in Edit Mode
        • COI-ERR-2010 The name {0} is not valid. A name must not contain both a quote (") character and an apostrophe (') character
        • COI-ERR-2011 The server did not return the expected response. Check that the gateway is valid.
        • COI-ERR-2013 Unable to load metadata
        • COI-ERR-2015 There was a problem parsing the MIME encoded server response. Tried to find the boundary [{0}] but found the boundary [{1}] instead
        • COI-ERR-2016 Worksheet protected, IBM Cognos styles cannot be populated
        • COI-ERR-2019 Connection failed
        • COI-ERR-2305 Unable to perform this operation because Microsoft Excel is in edit mode
        • COI-ERR-2307 Login failed
      • IBM Planning Analytics for Microsoft Excel numbered error messages
        • COR-ERR-2004 Axis specification is not valid
        • COR-ERR-2007 Error retrieving from resources. Tried '{0}'
        • COR-ERR-2009 Name formula is not valid
        • COR-ERR-2010 Formula is not valid
        • COR-ERR-2011 Invalid range: Please enter a valid range for crosstab or list
        • COR-ERR-2013 Exploration cannot be converted to formula based because at least one context item contains a selection
        • COR-ERR-2014 Due to Excel worksheet limitations the results may be truncated
        • COR-ERR-2015 The current exploration cannot be rendered at this location on the worksheet
        • COR-ERR-2016 Unable to retrieve package
        • ValueNotInPickList (243)
    • Microsoft Excel limits
  • Sample reports and packages
    • The Sample Outdoors Company
    • The Sample Outdoors Group of Companies
    • Employees
    • Sales and marketing
    • Sample Outdoors database, models, and packages
    • Samples in the GO Data Warehouse (analysis) package
      • Employee Satisfaction Workspace
      • Return Quantity by Order Method
      • Return Quantity by Product Line Chart
      • Revenue Data Workspace
    • Samples in the GO Data Warehouse (query) package
      • Baselines
      • Bursted Sales Performance Report
    • Samples in the Sales and Marketing (Cube) package
      • Revenue by Product Brand
    • Samples in the GO Sales (analysis) package
      • Sales Summary
    • Samples in the GO Sales (query) package
      • Horizontal Pagination
      • No Data
  • Accessibility features
    • Keyboard navigation
    • Supported languages
    • Interface information
      • Increase font size for future sessions
      • View explorations in Windows high contrast mode
    • Vendor software
    • IBM and accessibility
  • Rebrand Cognos Office Components
    • Resource Files
    • Run Cognos Office components in English in a localized Microsoft Windows environment
    • Rebrand or Localize Cognos Office Components
      • Editing the resource (.resx) files
      • Compile the updated resource files
      • Test your work
• TM1 REST API
  • Introduction
  • Overview
    • Conformance
    • TM1 REST API introduction
      • Syntax used in examples
      • Read from the model (HTTP GET)
      • Create an entity (HTTP POST)
      • Update an entity (HTTP POST or PATCH)
      • Delete an entity (HTTP DELETE)
    • References
  • Installation and configuration
  • Authenticating and managing sessions
    • Supported security modes
    • Impersonating a user
    • Managing a session
    • Closing a session
  • Metadata
    • EDM hierarchy
    • EntityContainer: API
    • Entity types
      • Annotation
      • ApplicationContextFacet
      • ApplicationContextFacetValue
      • Attachment
      • AttributeDefinition
      • AuditDetail
      • AuditLogEntry
      • Cellset
      • CellsetAxis
      • CellsetAxisTuple
      • CellsetCell
      • Chore
      • ChoreReference
      • ChoreTask
      • Configuration
      • Cube
      • CubeDrillthrough
      • CubeReference
      • Dimension
      • DimensionReference
      • Document
      • DocumentReference
      • Drillthrough
      • Edge
      • Element
      • Entry
      • ErrorLogFile
      • Folder
      • GitPlan
      • GitPullPlan
      • GitPushPlan
      • Group
      • Hierarchy
      • Level
      • Link
      • LocalizedAttributes
      • Logger
      • MDXView
      • Member
      • MessageLogEntry
      • NativeView
      • Process
      • ProcessDebugContext
      • ProcessDebugContextBreakpoint
      • ProcessDebugContextDataBreakpoint
      • ProcessDebugContextLineBreakpoint
      • ProcessDebugContextLockBreakpoint
      • ProcessDebugContextStackFrame
      • ProcessDebugContextVariable
      • ProcessErrorLog
      • ProcessReference
      • RelationalDrillthrough
      • Rowset
      • RowsetRow
      • SQLDataSource
      • Sandbox
      • Server
      • ServerSettings
      • Session
      • Subset
      • SubsetReference
      • Thread
      • TransactionLogEntry
      • TupleMember
      • User
      • View
      • ViewReference
    • Complex types
      • AccessSettings
      • AdministrationSettings
      • Attributes
      • AuditLogSettings
      • AuthenticationSettings
      • CAMSettings
      • CAPISettings
      • CalculationComponent
      • CellDescriptor
      • CellsetUpdate
      • ChoreTaskParameter
      • ClientSettings
      • CubeUpdate
      • DebugLogSettings
      • DrillthroughRow
      • EventLogSettings
      • ExternalDatabaseSettings
      • FedCellDescriptor
      • FeederTrace
      • FileRetrySettings
      • Git
      • GitCommit
      • GitRemote
      • HTTPSettings
      • JavaSettings
      • JobQueuingSettings
      • LDAPSettings
      • LockingSettings
      • MTQSettings
      • MemorySettings
      • ModellingSettings
      • NameValuePair
      • NetworkSettings
      • PerformanceSettings
      • ProcessDataSource
      • ProcessDebugContextObjectLock
      • ProcessExecuteResult
      • ProcessParameter
      • ProcessSyntaxError
      • ProcessVariable
      • RuleSyntaxError
      • RulesSettings
      • SSLSettings
      • ServerLogSettings
      • SpreadingSettings
      • StargateSettings
      • StartupSettings
      • SynchronizationSettings
      • TISettings
      • TM1WebSettings
      • TopLogSettings
      • ViewAxisSelection
      • ViewCalculationSettings
      • ViewTitle
    • Enumerated types
      • AttributeType
      • CalculationType
      • CellStatus
      • ChoreExecutionMode
      • ConflictResolution
      • ElementType
      • EncryptionFileType
      • FIPSMode
      • GitPlanExecutionMode
      • IPVersion
      • LogLevel
      • MemberType
      • OracleErrorForceRowStatus
      • ProcessDebugContextHitMode
      • ProcessDebugContextLockMode
      • ProcessDebugContextObjectLockScope
      • ProcessDebugContextStatus
      • ProcessExecuteStatusCode
      • ProcessProcedure
      • ProcessVariableType
      • SQLFetchType
      • SecurityMode
      • ThreadType
      • TopScanMode
      • UpdateOrder
      • UserType
      • ViewConsolidationOptimizationMethod
    • Actions
      • BeginChangeSet
      • Cellset.SaveViewAs
      • Cellset.Update
      • Cellset.UpdateCells
      • Chore.Activate
      • Chore.Deactivate
      • Chore.Execute
      • Chore.SetServerLocalStartTime
      • CompileProcess
      • Cube.CheckFeeders
      • Cube.CheckRules
      • Cube.Load
      • Cube.Lock
      • Cube.ReorderDimensions
      • Cube.TraceCellCalculation
      • Cube.TraceFeeders
      • Cube.Unload
      • Cube.Unlock
      • Cube.Update
      • Cube.UpdateCells
      • CubeDrillthrough.Execute
      • DecryptDataFile
      • DecryptDataModel
      • DeleteAnnotationArtifacts
      • Dimension.AddAllLeavesHierarchy
      • Dimension.Lock
      • Dimension.SaveAs
      • Dimension.Unlock
      • Element.SetComponent
      • EncryptDataFile
      • EncryptDataModel
      • EndChangeSet
      • Entry.Copy
      • Entry.Move
      • ExecuteChore
      • ExecuteCubeDrillthrough
      • ExecuteMDX
      • ExecuteMDXSetExpression
      • ExecuteProcess
      • ExecuteProcessWithReturn
      • ExecuteRelationalDrillthrough
      • ExecuteRelationalDrillthroughWithRowset
      • GitPullPlan.Execute
      • GitPushPlan.Execute
      • GitDeploy
      • GitInit
      • GitPull
      • GitPush
      • GitStatus
      • GitUninit
      • Hierarchy.CreateSessionSubset
      • Hierarchy.SaveAs
      • Hierarchy.SetElement
      • MDXView.Execute
      • NativeView.Execute
      • Process.Compile
      • Process.Debug
      • Process.ExecuteWithReturn
      • Process.Execute
      • ProcessDebugContext.Continue
      • ProcessDebugContext.StepIn
      • ProcessDebugContext.StepOut
      • ProcessDebugContext.StepOver
      • RelationalDrillthrough.Execute
      • RelationalDrillthrough.ExecuteWithRowset
      • RemoveOIDCKeyFromCache
      • RotateDataModelKey
      • Sandbox.DiscardChanges
      • Sandbox.Load
      • Sandbox.Merge
      • Sandbox.Publish
      • Sandbox.Unload
      • Session.Close
      • Subset.SaveAs
      • Subset.SetElement
      • Thread.CancelOperation
      • UndoChangeSet
      • Update
      • User.Disconnect
    • Functions
      • Cellset.GetPartition
      • ControlCubes
      • ControlDimensions
      • Cube.DimensionsStorageOrder
      • GetOIDCKeys
      • MessageLog
      • ModelCubes
      • ModelDimensions
      • TailAuditLog
      • TailMessageLog
      • TailTransactionLog
      • TransactionLog
    • Release notes
      • What's new in 11.7.0
      • What's new in 11.6.0
      • What's new in 11.5.0
      • What's new in 11.4.0
      • What's new in 11.3.0
      • What's new in 11.2.0
      • What's new in 11.1.1
      • What's new in 11.1.0
      • What's new in 11.0.0
      • What's new in 10.2.2.7
      • What's new in 10.2.2.6
      • What's new in 10.2.2.5
      • What's new in 10.2.2.4
      • What's new in 10.2.2.3
      • What's new in 10.2.2.2
      • What's new in 10.2.2.1
      • What's new in 10.2.2.0
  • Representing TM1 data
    • Discovering an OData service
    • EDM structure
    • Cubes and native views
      • View a cube
      • Display the available views in a cube
      • Get the specification of a view
      • Use options to view specific properties
      • List dimensions in a cube
      • Expand dimensions and hierarchies in a cube
      • Hide hierarchies
      • Use the Or operator to specify cube rules across hierarchies
      • Delete a cube
      • Iterate through SQL rowsets to improve drill through queries
    • Context dimensions and members
      • Traverse a cube to view dimensions
      • Create a dimension
      • Add a dimension to a cube
      • Delete a dimension
    • Column and row dimensions
      • Expand columns and rows in a query
      • Use options to expand and filter details
      • Create a cube with dimensions and elements
    • Cellsets
      • Find cell values in a cellset
      • Run a view and expand the cellsets
      • Get the cells of a cellset in multiple partitions
      • Preview a datasource
      • Update a single cell value
      • Update many cell values
      • Delete a cellset
    • Elements
      • Retrieve elements by supplying either alias or invariant name
      • Update all elements in a static set
    • Chores
    • Folders and contents
    • Functions and actions
    • Audit logs
    • Options and filters
      • Batch options
      • Pagination query options
      • Filter options
    • Attributes and localization
      • Create Attributes and Captions for an entity
      • Use TurboIntegrator functions
      • More information
  • Data spreading with the TM1 REST API
    • Spreading overview
      • Spreading to a single leaf cell
      • Spreading to a consolidated cell
      • Spreading to a range
      • After spreading is complete
    • Spreading examples
      • Proportional spread, equal spread, and repeat
      • Clear
      • Percent change
      • Straight line
      • Growth%
      • Relative proportional spread
      • Relative percent adjustment
      • Repeat leaves
      • Equal spread leaves
      • Applying holds
    • Spreading command codes
  • Managing TM1 database assets with Git
    • Secure Shell URL support in Git integration
    • HTTP proxy support in Git integration
    • TM1 model source specification
  • The TM1 Admin Server
    • Change the default value of the port number used by TM1 Admin Server
    • Manage a list of TM1 databases on the TM1 Admin Server
  • Troubleshooting
  • TM1 settings
• TM1 Web
  • Introduction
  • TM1 Web
    • Starting TM1 Web
    • Using TM1 Web
    • Data browsing and analysis tasks
    • Administrator tasks
    • Accessing TM1 Web from Apple iPad
    • Accessibility features
  • Working with websheets
    • Websheet overview
      • Differences between websheets and Excel worksheets
      • Inherited Excel features in websheets
        • Hide columns
        • Conditional formatting
          • Using conditional formatting of repeated nested rows
        • Hyperlinks
        • Freeze panes
          • Using ClearType to enhance display and rendering of websheets
          • String measurement for wide columns in TM1 Web
        • Cell and password protection
        • Text boxes
      • Compound DBRW formulas are not supported in TM1 Web
    • Viewing a websheet
    • Using the websheet toolbar
    • Active Forms in TM1 Web
    • Editing data in a websheet
      • Editing data in websheet cells
      • Using data spreading in a websheet
      • Excluding cells from data spreading
        • Apply a hold to a single cell or range
        • Release a hold on a single cell or range
      • Excluding consolidations from data spreading
        • Apply a consolidation hold to a single cell or range
        • Release a consolidation hold on a single cell or range
      • Pick lists for TM1 Web
    • Changing websheet properties
    • Generating a report from a websheet
      • Websheet export limitations
        • Slice to Excel/Snapshot to Excel
        • Export to PDF
  • Working in the TM1 Web Cube Viewer
    • Opening a Cube View in TM1 Web
    • Using the TM1 Web Cube Viewer toolbar
    • Navigating pages
    • Saving data in a Cube View
    • Configuring a Cube View
      • Expanding and collapsing consolidations
      • Pivoting dimensions
      • Filtering a Cube View
      • Selecting elements from a subset
      • Drilling from a Cube View
    • Editing data in a Cube View
      • Editing data in Cube View cells
      • Using data spreading
      • Quick data entry commands
        • Using shortcuts in different clients
      • Entering data into consolidated cells on the Cube Viewer
      • Excluding cells from data spreading
        • Apply a hold to a single cell or range
        • Release a hold on a single cell or range
      • Excluding consolidations from data spreading
        • Apply a consolidation hold to a single cell or range
        • Release a consolidation hold on a single cell or range
      • Adding, viewing, and deleting comments in cells
    • Creating a new Cube View
    • Generating a report from a Cube View
      • Cube Viewer export limitation
  • Working with charts
    • Changing the chart type
    • Drilling from a chart
  • Editing Subsets in TM1 Web
    • Subset editing overview
      • Dynamic versus static Subsets
    • Opening the Subset editor
    • Editing with the Subset editor
      • Using the Subset editor toolbar
      • Displaying translated element names in the Cube Viewer
      • Moving elements
      • Moving consolidations
      • Keeping elements
      • Deleting elements
      • Filtering elements
        • Filtering by attribute
        • Filtering by level
        • Filtering by expression
      • Finding elements
      • Sorting elements
      • Expanding and collapsing consolidations
        • Expanding a consolidation
        • Collapsing a consolidation
      • Inserting parents
    • Creating custom consolidations
      • Creating a custom consolidation from an existing Subset
      • Creating a custom consolidation from selected elements
  • Writeback modes and sandboxes
    • Writeback modes
      • Setting the writeback mode
    • Understanding different toolbar options
      • Using direct writeback and named sandboxes
      • Using a personal workspace and named sandboxes
      • Personal workspace without named sandboxes
      • Direct writeback without sandboxes
    • Using a personal workspace or sandbox
      • Data values for leaf and consolidated cells in a sandbox
      • Resetting data values in a sandbox or personal workspace
      • Understanding cell coloring for changed data values
      • Committing changed data from a personal workspace or sandbox to base
  • Administering IBM TM1 Web
    • IBM TM1 Web overview
    • Changing Your password in TM1 Web
    • Configuring a proxy account for relational data connections
    • Modifying configuration parameters
      • Configuration parameters
      • Editing the configuration file
      • Configuring the TM1 Web login page
      • Configuring a custom homepage
        • Configuring different homepages for individual users
        • Configuring a global homepage for all users
          • Using the HomePageObject parameter
          • Setting a global homepage to a cube view
          • Setting a global homepage to a websheet
            • Opening a websheet that references an Excel file outside of TM1
            • Opening a websheet object that was uploaded to the TM1 server
          • Setting a global homepage to a URL
      • Startup and appearance settings
        • NavTreeHidden parameter
        • NavTreeCollapsedOnStart parameter
        • HideTabBar parameter
        • HideWebsheetToolBar parameter
        • HideCubeviewerToolBar parameter
        • Displaying or hiding the Views node in the navigation pane
        • TM1DatabaseLabel parameter
      • Changing the Cube Viewer page size
      • Setting the maximum number of sheets to export from a websheet
      • Wrapping string values in cube views
      • Setting the session timeout
    • Using TM1 Web logging
      • IBM TM1 Web log file
      • Message severity levels for TM1 Web logging
      • Configuring and enabling IBM TM1 Web logging for versions 2.0.69 and earlier
      • Configuring and enabling IBM TM1 Web logging for versions 2.0.70 and later
      • Viewing the TM1 Web log file
      • Configuring user names and memory usage in TM1 Web logs
    • What if I use Microsoft Excel 2007 or earlier .xls worksheets?
      • Converting a .xls worksheet to .xlsx
    • Checking default font settings for non-Microsoft Windows web servers
  • TM1 Web API
    • TM1 Web API session login
      • Session token login
        • LegacyUrlApiSessionDiscoveryEnabled configuration parameter
      • TM1 session ID login
      • Session and LoginDialog modules
        • Session
        • LoginDialog
    • TM1 Web URL API
      • TM1 Web URL API overview
      • Getting started with the TM1 Web URL API
        • TM1 Web URL API base URL
        • TM1 Web URL API parameters
        • Using URL escape characters with the URL API
      • TM1 Web URL API concepts
        • Using HTML iframe tags to display TM1 Web objects
        • Specifying TM1 Admin Host and TM1 Server parameters with the URL API
        • Managing user login and logout with the URL API
          • TM1 Web URL API form-based login
          • Logging out from the TM1 Web URL API
        • Using the Action parameter with TM1 Web objects
        • Using the Open parameter to open a TM1 Web object
        • Applying parameters and actions to an existing TM1 Web object
      • Displaying Websheet objects with the URL API
        • Opening a Websheet object
        • Setting display properties for the Websheet object
        • Selecting dimension title elements for Websheet objects
      • Displaying CubeViewer objects with the URL API
        • Opening a CubeViewer object
        • Setting display properties for the CubeViewer object
        • Selecting title elements for the CubeViewer object
        • Displaying charts with the CubeViewer object
          • Setting grid and chart display options
          • Setting chart type with the URL API
      • Upgrading older URL API projects to the new TM1 Web URL API
      • TM1 Web URL API parameter reference
        • URL API ABNavigationIgnoreTitles parameter
        • URL API AccessType parameter
        • URL API Action parameter
        • URL API AdminHost parameter
        • URL API AutoRecalc parameter
        • URL API ChartType parameter
        • URL API Cube parameter
        • URL API CustomTitle parameter
        • URL API DisplayMode parameter
        • URL API HideDimensionBar parameter
        • URL API HideToolbar parameter
        • URL API TM1Server parameter
        • URL API TM1SessionId parameter
        • URL API Type parameter
        • URL API View parameter
        • URL API Workbook parameter
    • TM1 Web JavaScript library
      • Required HTML and tags to use the JavaScript library
      • Configuring the AMD loader for the JavaScript Library
      • Loading websheet objects with the JavaScript library
      • Loading CubeViewer objects with the JavaScript library
      • JavaScript library callback functions
      • JavaScript library sample code for properties and methods
      • TM1 Web JavaScript library Workbook class
        • Workbook properties
        • Workbook methods
      • TM1 Web JavaScript library CubeViewer class
        • CubeViewer properties
        • CubeViewer methods
  • Supported Microsoft Excel functions in TM1 Web
    • Date and Time functions
    • Financial functions
    • Information functions
    • Logical functions
    • Lookup and reference functions
    • Math and trigonometric functions
    • Text and data functions
    • Statistical functions
  • Unsupported Microsoft Excel functions in TM1 Web
    • Database and list management functions
    • Date and time functions
    • Financial functions
    • Information functions
    • Lookup and reference functions
    • Math and trigonometric functions
    • Statistical functions
    • Text and data functions
• Planning Analytics Core Financial Applications
  • Installing Planning Analytics Core Financial Applications
    • Installing Planning Analytics Core Financial Applications on Planning Analytics Local
    • Installing Planning Analytics Core Financial Applications on Planning Analytics on Cloud
    • Installing Planning Analytics Core Financial Applications on Planning Analytics as a Service
  • Loading data in Planning Analytics Core Financial Applications
  • Using Planning Analytics Core Financial Applications
    • Using the Financial Planning application
    • Using the Project Planning application
    • Using the Demand and Supply Planning application
    • Using the Advanced Workforce Planning application
• Planning Analytics Connector for SAP
  • Configuring SAP for use with the Planning Analytics Connector for SAP
    • Installing and configuring the SAP OData connector
    • Importing data from SAP OData
    • Exporting data to SAP BW (aDSO)
    • Authenticating and connecting the SAP OData connector
  • Ensuring compliance with Planning Analytics Connector for SAP licensing
• Planning Analytics Agent
  • Using Planning Analytics Agent
  • Command reference
  • Analyze data with AI
    • Outlier analysis
    • Impact analysis
    • Exploration analysis
    • Variance analysis
      • Running a variance analysis
      • Variance analysis tutorial: Analyzing revenue variance by using AI
    • Create views with Data explorer
    • Chart insights
    • Cell explanations
    • Forecasting preview
      • Overview of the forecasting preview
      • Visualization types that support forecasting
      • Previewing more than one row
      • Previewing with detected outliers
        • Outliers explained
        • Correcting outliers
      • Interpreting the preview
      • Statistical details explained
        • Univariate statistical details
        • Multivariate statistical details
  • Manage integrations
    • Connecting to custom watsonx Orchestrate instances
    • Creating custom intents
    • Configuring the integration for agentic chat
    • Context available to custom agents
    • Connecting custom agents with MCP tools
  • MCP tools
    • TM1 cube tools
      • Discovery and metadata
        • get_available_tm1_servers
        • get_tm1_cubes
        • list_cube_views
        • list_cubes_with_ai_analysis_metadata
        • get_cube_dimensions_with_metadata
      • Dimensions and members
        • get_cube_dimensions
        • get_cube_sample_members
        • lookup_potential_members
      • Candidate selection and execution
        • get_cubes_that_may_answer_query
      • Data retrieval and execution
        • get_mdx_for_recommended_view
        • execute_mdx_and_get_view
        • get_data_from_data_explorer
      • View lifecycle
        • save_mdx_view
        • get_saved_view
      • Cube lifecycle
        • create_tm1_cube
        • delete_tm1_cube
      • Scenarios and sandboxes
        • get_tm1_sandboxes
        • create_tm1_sandbox
        • publish_sandbox
        • discard_sandbox_changes
        • delete_tm1_sandbox
      • Annotations
        • get_cube_annotations
      • Insights and analysis
        • perform_impact_analysis
        • get_impact_analysis_summary
        • perform_outlier_detection
        • get_outlier_summary
        • generate_exploration_analysis_report
    • TM1 server tools
      • Discovery and inspection
        • get_available_tm1_servers
        • get_tm1_processes
        • get_tm1_process_details
      • Execution and monitoring
        • execute_tm1_processes_asynchronously
        • get_tm1_server_process_status
        • get_tm1_server_process_threads
        • cancel_tm1_process_execution
        • get_tm1_server_process_execution_error_logs
      • Authoring
        • create_tm1_process
        • update_tm1_process
        • delete_tm1_process
• TM1 Operations
  • Introduction
  • Planning Analytics system and feature configuration
    • Multi-threaded queries
    • Capability assignments
      • Setting capabilities
      • The interaction of assignments in capability assignments
    • Persistent feeders
      • Saving data with persistent feeders
      • Deleting persistent feeders
      • Handling corrupted or invalidated feeder files
    • Sandboxes and personal workspaces
      • Memory usage for sandboxes and personal workspaces
      • Managing files and folders for sandboxes
      • Database configuration parameters for sandboxes
      • Understanding Recalc and Commit in a personal workspace
    • Transaction logging
    • The tm1s.cfg configuration file
      • Location
      • Sample
    • Planning Analytics database configuration parameters
      • AdminHost
      • AllowReadOnlyChoreReschedule
      • AllowSeparateNandCRules
      • AllRuleCalcStargateOptimization
      • ApplyMaximumViewSizeToEntireTransaction
      • AuditLogMaxFileSize
      • AuditLogMaxQueryMemory
      • AuditLogOn
      • AuditLogUpdateInterval
      • AutomaticallyAddCubeDependencies
      • CacheFriendlyMalloc
      • CalculationThresholdForStorage
      • CAMPortalVariableFile
      • CAMUseSSL
      • CheckCAMClientAlias
      • ClientCAMURI
      • ClientExportSSLSvrCert
      • ClientExportSSLSvrKeyID
      • ClientMessagePortNumber
      • ClientPingCAMPassport
      • ClientPropertiesSyncInterval
      • ClientVersionMaximum
      • ClientVersionMinimum
      • ClientVersionPrecision
      • CognosMDX.AggregateByAncestorRef
      • CognosMDX.CellCacheEnable
      • CognosMDX.PrefilterWithPXJ
      • CognosMDX.SimpleCellsUseOPTSDK
      • CognosMDX.UseProviderCrossJoinThreshold
      • CreateNewCAMClients
      • DataBaseDirectory
      • DefaultMeasuresDimension
      • DisableMemoryCache
      • DisableSandboxing
      • DownTime
      • EnableNewHierarchyCreation
      • EnableSandboxDimension
      • EnableTIDebugging
      • EventLogging
      • EventScanFrequency
      • EventThreshold.PooledMemoryInMB
      • EventThreshold.ThreadBlockingNumber
      • EventThreshold.ThreadRunningTime
      • EventThreshold.ThreadWaitingTime
      • FileRetry.Count
      • FileRetry.Delay
      • FileRetry.FileSpec
      • FIPSOperationMode
      • GSK_ALLOW_NONCRITICALBASICCONSTRAINT
      • ForceReevaluationOfFeedersForFedCellsOnDataChange
      • HTTPOriginAllowList
      • HTTPPortNumber
      • HTTPRequestEntityMaxSizeInKB
      • HTTPSessionTimeoutMinutes
      • IdleConnectionTimeOutSeconds
      • IndexStoreDirectory
      • IntegratedSecurityMode
      • IPAddressV4
      • IPAddressV6
      • IPVersion
      • keyfile
      • keylabel
      • keystashfile
      • Language
      • LDAPHost
      • LDAPPasswordFile
      • LDAPPasswordKeyFile
      • LDAPPort
      • LDAPSearchBase
      • LDAPSearchField
      • LDAPSkipSSLCertVerification
      • LDAPSkipSSLCRLVerification
      • LDAPTimeout
      • LDAPUseServerAccount
      • LDAPVerifyCertServerName
      • LDAPVerifyServerSSLCert
      • LDAPWellKnownUserName
      • LoadPrivateSubsetsOnStartup
      • LoadPublicViewsAndSubsetsAtStartup
      • LoggingDirectory
      • LogReleaseLineCount
      • MagnitudeDifferenceToBeZero
      • MaskUserNameInServerTools
      • MaximumCubeLoadThreads
      • MaximumGlobalQueryMemorySizeMB
      • MaximumLoginAttempts
      • MaximumMemoryForSubsetUndo
      • MaximumSingleQueryMemorySizeMB
      • MaximumSynchAttempts
      • MaximumTILockObjects
      • MaximumUserSandboxSize
      • MaximumViewSize
      • MDXSelectCalculatedMemberInputs
      • MemoryCache.LockFree
      • MessageCompression
      • MTCubeLoad
      • MTCubeLoad.MinFileSize
      • MTCubeLoad.UseBookmarkFiles
      • MTCubeLoad.Weight
      • MTFeeders
      • MTFeeders.AtStartup
      • MTFeeders.AtomicWeight
      • MTQ
      • MTQ.ImmediateCheckForSplit
      • MTQ.OperationProgressCheckSkipLoopSize
      • MTQ.SingleCellConsolidation
      • MTQQuery
      • NetRecvBlockingWaitLimitSeconds
      • NetRecvMaxClientIOWaitWithinAPIsSeconds
      • NIST_SP800_131A_MODE
      • ODBCLibraryPath
      • ODBCTimeoutInSeconds
      • OptimizeClient
      • PasswordMinimumLength
      • PasswordSource
      • PerfMonIsActive
      • PerformanceMonitorOn
      • PersistentFeeders
      • PortNumber
      • PreallocatedMemory.BeforeLoad
      • PreallocatedMemory.Size
      • PreallocatedMemory.ThreadNumber
      • PrivilegeGenerationOptimization
      • ProgressMessage
      • ProportionSpreadToZeroCells
      • PullInvalidationSubsets
      • RawStoreDirectory
      • ReceiveProgressResponseTimeoutSecs
      • ReduceCubeLockingOnDimensionUpdate
      • RulesOverwriteCellsOnLoad
      • RunningInBackground
      • SaveFeedersOnRuleAttach
      • SaveTime
      • SecurityPackageName
      • ServerCAMURI
      • ServerCAMURIRetryAttempts
      • ServerLogging
      • ServerName
      • ServicePrincipalName
      • SpreadErrorInTIDiscardsAllChanges
      • SpreadingPrecision
      • SQLRowsetSize
      • SSLCertAuthority
      • SSLCertificate
      • SSLCertificateID
      • StartupChores
      • SubsetElementBreatherCount
      • SupportPreTLSv12Clients
      • SvrSSLExportKeyID
      • SyncUnitSize
      • tlsCipherList
      • TopLogging
      • TopScanFrequency
      • TopScanMode.Sandboxes
      • TopScanMode.SandboxQueueMetrics
      • TopScanMode.Threads
      • UnicodeUpperLowerCase
      • UseExcelSerialDate
      • UseLocalCopiesforPublicDynamicSubsets
      • UserDefinedCalculations
      • UseSQLFetch UseSQLFetchScroll UseSQLExtendedFetch
      • UseSSL
      • UseStargateForRules
      • VersionedListControlDimensions
      • ViewConsolidationOptimization
      • ViewConsolidationOptimizationMethod
      • ZeroWeightOptimization
  • TM1 Admin Server operations
    • Running the TM1 Admin Server on Windows
    • Running the TM1 Admin Server as an application on Windows
    • Running the TM1 Admin Server on Linux
    • Specifying the location of the Admin Host
  • TM1 Server operations
    • Setting up a remote TM1 Server to run as an application
      • Starting a TM1 Server set up as a Windows application
      • Shutting down a TM1 Server set up as a Windows application
    • Setting up a TM1 Server to run as a Windows service
      • Starting a TM1 Server installed as a Windows service
      • Setting up a service to start automatically
      • Removing a TM1 Server from running as a Windows service
      • Shutting down a TM1 Server running as a Windows service
    • Starting a UNIX/Linux TM1 Server
      • Modifying the startup_tm1s.sh script
      • Running the UNIX/Linux TM1 Server in background mode
      • Shutting down a UNIX/Linux TM1 Server
      • Shutting down a UNIX/Linux TM1 Server running in background mode
    • TM1 Server debug logging
      • Configuring TM1 Server debug logging
  • Planning Analytics security overview
    • Overview to authentication
    • Planning Analytics object security
  • Managing security for users and groups
    • Users and groups security overview
      • Implementing a TM1 security scheme
    • Administrative groups and authority
      • ADMIN group
      • SecurityAdmin group
      • DataAdmin group
      • OperationsAdmin group
    • Assigning users to groups
      • Membership in multiple groups
    • Securing TM1 data
      • Restricting access to the data directory
      • Assigning passwords
      • Securing passwords
    • Setting a password
  • Adding and deleting users
    • Adding users from Planning Analytics Workspace
    • Adding users from Cognos Analytics
    • Adding groups to the Planning Analytics database
    • Adding groups from Planning Analytics Workspace
    • Deleting users or groups from the Planning Analytics database
  • System and performance monitoring
    • Planning Analytics and TM1 logs
      • The logging properties file
        • Enabling and disabling logging
        • Configuring logging parameters in tm1s-log.properties
        • Configuring logging level in tm1s-log.properties
      • The TM1 Admin Server log
        • Enabling Admin Server logging
        • Configuring Admin Server logging
        • Message severity levels for Admin Server logging
        • Viewing the Admin Server log file
      • The transactions log
        • Enabling and disabling transaction logging
        • Viewing the transaction log
        • Setting search lock limit
        • Data backup and recovery
        • Roll back transactions using the transaction log
        • Removing transaction log files from the disk
        • Troubleshooting: Recovering from a corrupted transaction log file
      • The message log
        • Configuring message logging
        • Message severity levels
        • Viewing the TM1 Server message log
          • Searching for text in the message log
          • Copying text from the message log
      • The audit log
        • Understanding audit log events
          • TM1 object events
          • System-wide events
          • Audit log messages for dimension sorting events
          • User modifications in Cognos Authentication Manager
        • Configuring audit logging
        • Updating the audit log with the latest events
        • Using the audit log window to view log messages
          • Opening the audit log window
          • Creating and running queries
          • Viewing results
          • Viewing event details
          • Copying data to the Windows clipboard
          • Using the find feature
          • Exporting results
      • The ops logger
      • The TM1 Top log
      • The TM1.Mdx.Interface logger
      • Searching large transaction logs
    • Control cubes
      • Enabling performance monitoring
      • Disabling performance monitoring
      • Viewing performance statistics for clients, cubes, and servers
    • TM1 performance counters
      • Available TM1 performance counters
      • Viewing TM1 performance counters with the TM1 PerfMon utility
        • Running TM1 PerfMon
        • Viewing the TM1 PerfMon display output
      • Viewing performance counters with the Microsoft Windows Performance Monitor
        • Opening the Microsoft Windows Performance Monitor
        • Adding and Viewing TM1 performance counters in the Microsoft Windows Performance Monitor
  • IBM Planning Analytics tools and utilities
    • Using the TM1 Top utility
      • Displaying user names in TM1 Top
      • Configuring the Tm1top.ini File
      • Running TM1 Top
        • Running TM1 Top with command line options
      • Viewing and understanding the TM1 Top display
        • Normal display mode
        • Sandbox display mode
        • Queue display mode
        • Understanding TM1 lock modes
        • Understanding TM1 thread processing states
      • TM1 Top commands
      • Canceling a thread's processing
        • Understanding the Cancel process
        • Understanding the Verify process
        • Using the Verify and Cancel commands
  • Understanding cube dependency
    • Changes in dependency mapping
    • Clearing cube dependencies
    • Creating cube dependencies
    • Using AddCubeDependency to establish dependencies
    • Debugging and identifying cube dependencies
  • Control Cubes
    • Security Control Cubes
      • }CellSecurity_CubeName
      • }ChoreSecurity
      • }ClientSecurity
      • }CubeSecurity
      • }DimensionSecurity
      • }ElementSecurity_DimensionName
      • }ProcessSecurity
    • Client and Group Administration Control Cubes
      • }ClientsGroups
      • }ClientProperties
    • Object Attribute and Property Control Cubes
      • }ConnectionProperties
      • }CubeProperties
      • }DimensionProperties
      • }DimensionAttributes
      • }ElementAttributes_DimensionName
      • }HierarchyProperties
    • Performance Monitoring Control Cubes
      • }StatsByClient
      • }StatsByCube
      • }StatsByCubeByClient
      • }StatsByRule
      • }StatsForServer
    • Other Control Cubes
      • }Hold_UserName_CubeName
  • Control Dimensions
    • }Chores
    • }ClientProperties
    • }Clients
    • }ConnectionProperties
    • }Connections
    • }CubeFunctions
    • }CubeProperties
    • }Cubesecurityproperties
    • }Cubes
    • }DimensionAttributes
    • }DimensionProperties
    • }Dimensions
    • }ElementAttributes_DimensionName
    • }Groups
    • }Hierarchies
    • }HierarchyProperties
    • }Hold
    • }LineNumber
    • }PerfClients
    • }PerfCubes
    • }Processes
    • }RuleStats
    • }StatsStatsByClient
    • }StatsStatsByCube
    • }StatsStatsByCubeByClient
    • }StatsStatsForServer
    • }Subsets_DimensionName
    • }TimeIntervals
    • }Views_CubeName
  • Accessibility features
    • IBM and accessibility
• TM1 Reference
  • Introduction
  • Rules functions
    • Arithmetic operators in Planning Analytics rules
    • Comparison operators in Planning Analytics rules
    • Logical operators in Planning Analytics rules
    • Attribute rules functions
      • ATTRN
      • ATTRS
      • CubeATTRN
      • CubeATTRS
      • DimensionATTRN
      • DimensionATTRS
      • ElementAttrN
      • ElementAttrS
    • Consolidation calculation rules functions
      • ConsolidatedAvg
      • ConsolidateChildren
      • ConsolidatedCount
      • ConsolidatedCountUnique
      • ConsolidatedMax
      • ConsolidatedMin
    • Cube data rules functions
      • CellValueN
      • CellValueS
      • DB
      • ISLEAF
      • ISUNDEFINEDCELLVALUE
      • UNDEF
      • UNDEFINEDCELLVALUE
      • UNDEFVALS
    • Date and time rules functions
      • DATE
      • DATES
      • DAY
      • DAYNO
      • MONTH
      • NOW
      • TIME
      • TIMST
      • TIMVL
      • TODAY
      • YEAR
    • Dimension Information Rules Functions
      • DIMIX
      • DIMNM
      • DIMSIZ
      • DNEXT
      • DNLEV
      • DTYPE
      • TABDIM
    • Element Information Rules Functions
      • ELCOMP
      • ELCOMPN
      • ElementComponent
      • ElementComponentCount
      • ElementCount
      • ElementFirst
      • ElementIndex
      • ElementIsAncestor
      • ElementIsComponent
      • ElementIsParent
      • ElementLevel
      • ElementName
      • ElementNext
      • ElementParent
      • ElementParentCount
      • ElementType
      • ElementWeight
      • ELISANC
      • ELISCOMP
      • ELISPAR
      • ELLEV
      • ELPAR
      • ELPARN
      • ELWEIGHT
      • LevelCount
    • Financial Rules Functions
      • FV
      • PAYMT
      • PV
    • Hierarchy Rules Functions
      • Hierarchy
      • HierarchyCount
      • HierarchyIndex
      • HierarchyN
    • Logical Rules Functions
      • CONTINUE
      • IF
      • STET
    • Mathematical Rules Functions
      • ABS
      • ACOS
      • ASIN
      • ATAN
      • COS
      • EXP
      • INT
      • ISUND
      • LN
      • LOG
      • MAX
      • MIN
      • MOD
      • RAND
      • ROUND
      • ROUNDP
      • SIGN
      • SIN
      • SQRT
      • TAN
    • Text Rules Functions
      • CAPIT
      • CHAR
      • CODE
      • CODEW
      • DELET
      • FILL
      • INSRT
      • LONG
      • LOWER
      • NUMBR
      • SCAN
      • STR
      • SUBST
      • TRIM
      • UPPER
    • Miscellaneous Rules Functions
      • FEEDERS
      • FEEDSTRINGS
      • SKIPCHECK
  • TurboIntegrator Functions
    • TurboIntegrator reserved words
    • ASCII and Text TurboIntegrator Functions
      • ASCIIDelete
      • ASCIIOutput
      • ASCIIOutputOpen
      • NumberToString
      • NumberToStringEx
      • SetInputCharacterSet
      • SetOutputCharacterSet
      • SetOutputEscapeDoubleQuote
      • StringToNumber
      • StringToNumberEx
      • TextOutput
    • Attribute Manipulation TurboIntegrator Functions
      • ATTRNL
      • ATTRSL
      • AttrDelete
      • AttrInsert
      • AttrPutN
      • AttrPutS
      • ChoreAttrDelete
      • ChoreAttrInsert
      • ChoreAttrN
      • ChoreAttrNL
      • ChoreAttrPutN
      • ChoreAttrPutS
      • ChoreAttrS
      • ChoreAttrSL
      • CubeAttrDelete
      • CubeAttrInsert
      • CubeAttrPutN
      • CubeAttrPutS
      • CubeATTRNL
      • CubeATTRSL
      • DimensionAttrDelete
      • DimensionAttrInsert
      • DimensionAttrPutN
      • DimensionAttrPutS
      • DimensionATTRNL
      • DimensionATTRSL
      • ElementATTRNL
      • ElementATTRSL
      • ElementAttrPutN
      • ElementAttrPutS
      • ElementAttrInsert
      • ElementAttrDelete
      • HierarchyAttrPutN
      • HierarchyAttrPutS
      • HierarchyATTRN
      • HierarchyATTRS
      • HierarchyATTRNL
      • HierarchyATTRSL
      • HierarchySubsetATTRS
      • HierarchySubsetATTRN
      • HierarchySubsetATTRSL
      • HierarchySubsetATTRNL
      • HierarchySubsetAttrPutS
      • HierarchySubsetAttrPutN
      • HierarchySubsetAttrInsert
      • HierarchySubsetAttrDelete
      • ProcessAttrDelete
      • ProcessAttrInsert
      • ProcessAttrN
      • ProcessAttrNL
      • ProcessAttrPutN
      • ProcessAttrPutS
      • ProcessAttrS
      • ProcessAttrSL
      • SubsetATTRS
      • SubsetATTRN
      • SubsetATTRSL
      • SubsetATTRNL
      • SubsetAttrPutS
      • SubsetAttrPutN
      • SubsetAttrInsert
      • SubsetAttrDelete
      • ViewAttrDelete
      • ViewAttrInsert
      • ViewAttrN
      • ViewAttrNL
      • ViewAttrPutN
      • ViewAttrPutS
      • ViewAttrS
      • ViewAttrSL
    • Chore Management TurboIntegrator Functions
      • ChoreError
      • ChoreQuit
      • ChoreRollback
      • SetChoreVerboseMessages
    • Cube Manipulation TurboIntegrator Functions
      • AddCubeDependency
      • CellGetN
      • CellGetS
      • CellIncrementN
      • CellIsUpdateable
      • CellPutN
      • CellPutProportionalSpread
      • CellPutS
      • CubeClearData
      • CubeCreate
      • CubeDestroy
      • CubeDimensionCountGet
      • CubeExists
      • CubeGetLogChanges
      • CubeSaveData
      • CubeSetConnParams
      • CubeSetLogChanges
      • CubeTimeLastUpdated
      • CubeUnload
    • Data Reservation TurboIntegrator Functions
      • CubeDataReservationAcquire
      • CubeDataReservationRelease
      • CubeDataReservationReleaseAll
      • CubeDataReservationGet
      • CubeDataReservationGetConflicts
    • Date and Time TurboIntegrator Functions
      • FormatDate
      • NewDateFormatter
      • ParseDate
    • Dimension Manipulation TurboIntegrator Functions
      • DimensionCreate
      • DimensionDeleteAllElements
      • DimensionDeleteElements
      • DimensionDestroy
      • DimensionElementComponentAdd
      • DimensionElementComponentAddDirect
      • DimensionElementComponentDelete
      • DimensionElementComponentDeleteDirect
      • DimensionElementDelete
      • DimensionElementDeleteDirect
      • DimensionElementExists
      • DimensionElementInsert
      • DimensionElementInsertDirect
      • DimensionElementPrincipalName
      • DimensionExists
      • DimensionHierarchyCreate
      • DimensionSortOrder
      • DimensionTimeLastUpdated
      • DimensionTopElementInsert
      • DimensionTopElementInsertDirect
      • DimensionUpdateDirect
    • Hierarchy Manipulation TurboIntegrator Functions
      • CreateHierarchyByAttribute
      • HierarchyContainsAllLeaves
      • HierarchyCreate
      • HierarchyDeleteAllElements
      • HierarchyDeleteElements
      • HierarchyDestroy
      • HierarchyElementComponentAdd
      • HierarchyElementComponentAddDirect
      • HierarchyElementComponentDelete
      • HierarchyElementComponentDeleteDirect
      • HierarchyElementDelete
      • HierarchyElementDeleteDirect
      • HierarchyElementExists
      • HierarchyElementInsert
      • HierarchyElementInsertDirect
      • HierarchyElementPrincipalName
      • HierarchyExists
      • HierarchyHasOrphanedLeaves
      • HierarchySortOrder
      • HierarchyTimeLastUpdated
      • HierarchyTopElementInsert
      • HierarchyTopElementInsertDirect
      • HierarchyUpdateDirect
    • ODBC TurboIntegrator Functions
      • ODBCClose
      • ODBCOpen
      • ODBCOPENEx
      • ODBCOutput
      • SetODBCUnicodeInterface
    • Process Control TurboIntegrator Functions
      • ExecuteCommand
      • ExecuteProcess
      • GetProcessErrorFileDirectory
      • GetProcessErrorFilename
      • GetProcessName
      • If
      • ItemReject
      • ItemSkip
      • ProcessBreak
      • ProcessError
      • ProcessExists
      • ProcessExitByChoreRollback
      • ProcessExitByProcessRollback
      • ProcessQuit
      • ProcessRollback
      • RunProcess
      • Sleep
      • Synchronized
      • While
    • Rules Management TurboIntegrator Functions
      • CubeProcessFeeders
      • CubeRuleAppend
      • CubeRuleDestroy
      • CubeRuleGet
      • CubeRuleSet
      • DeleteAllPersistentFeeders
      • ForceSkipCheck
      • RuleLoadFromFile
      • RuleLoadFromFileEx
    • Sandbox Functions
      • GetUseActiveSandboxProperty
      • ServerActiveSandboxGet
      • ServerActiveSandboxSet
      • ServerSandboxClone
      • ServerSandboxCreate
      • ServerSandboxesDelete
      • ServerSandboxDiscardAllChanges
      • ServerSandboxMerge
      • ServerSandboxExists
      • ServerSandboxGet
      • ServerSandboxListCountGet
      • SetUseActiveSandboxProperty
    • Security TurboIntegrator Functions
      • AddClient
      • AddGroup
      • AssignClientToGroup
      • AssignClientPassword
      • AssociateCAMIDToGroup
      • CellSecurityCubeCreate
      • CellSecurityCubeDestroy
      • DeleteClient
      • DeleteGroup
      • ElementSecurityGet
      • ElementSecurityPut
      • HierarchyElementSecurityGet
      • HierarchyElementSecurityPut
      • RemoveCAMIDAssociation
      • RemoveCAMIDAssociationFromGroup
      • RemoveClientFromGroup
      • SetHierarchyGroupsSecurity
      • SetHierarchyElementGroupsSecurity
      • SetDimensionGroupsSecurity
      • SetElementGroupsSecurity
      • SecurityOverlayGlobalLockCell
      • SecurityOverlayCreateGlobalDefault
      • SecurityOverlayDestroyGlobalDefault
      • SecurityOverlayGlobalLockNode
      • SecurityRefresh
    • Server Manipulation TurboIntegrator Functions
      • BatchUpdateFinish
      • BatchUpdateFinishWait
        • BatchUpdateStart
      • DisableBulkLoadMode
      • EnableBulkLoadMode
      • RefreshMdxHierarchy
      • SaveDataAll
      • ServerShutdown
    • Subset Manipulation TurboIntegrator Functions
      • HierarchySubsetAliasGet
      • HierarchySubsetAliasSet
      • HierarchySubsetCreate
      • HierarchySubsetDeleteAllElements
      • HierarchySubsetDestroy
      • HierarchySubsetElementExists
      • HierarchySubsetElementDelete
      • HierarchySubsetElementGetIndex
      • HierarchySubsetElementInsert
      • HierarchySubsetExists
      • HierarchySubsetGetSize
      • HierarchySubsetGetElementName
      • HierarchySubsetIsAllSet
      • HierarchySubsetMDXGet
      • HierarchySubsetMDXSet
      • PublishSubset
      • SubsetAliasGet
      • SubsetAliasSet
      • SubsetCreate
      • SubsetCreateByMDX
      • SubsetDeleteAllElements
      • SubsetDestroy
      • SubsetElementDelete
      • SubsetElementExists
      • SubsetElementGetIndex
      • SubsetElementInsert
      • SubsetExists
      • SubsetExpandAboveSet
      • SubsetFormatStyleSet
      • SubsetGetElementName
      • SubsetGetSize
      • SubsetIsAllSet
      • SubsetMDXGet
      • SubsetMDXSet
    • View Manipulation TurboIntegrator Functions
      • PublishView
      • DisableMTQViewConstruct
      • EnableMTQViewConstruct
      • ViewColumnDimensionSet
      • ViewColumnSuppressZeroesSet
      • ViewConstruct
      • ViewCreate
      • ViewCreateByMDX
      • ViewDestroy
      • ViewExists
      • ViewExtractFilterByTitlesSet
      • ViewExtractSkipCalcsSet
      • ViewExtractSkipConsolidatedStringsSet
      • ViewExtractSkipRuleValuesSet
      • ViewExtractSkipZeroesSet
      • ViewMDXSet
      • ViewMDXGet
      • ViewRowDimensionSet
      • ViewRowSuppressZeroesSet
      • ViewSubsetAssign
      • ViewSuppressZeroesSet
      • ViewTitleDimensionSet
      • ViewTitleElementSet
      • ViewZeroOut
    • Miscellaneous TurboIntegrator Functions
      • AddInfoCubeRestriction
      • Expand
      • FileExists
      • LogOutput
      • TM1User
      • WildcardFileSearch
  • TurboIntegrator Variables
    • TurboIntegrator Local Variables
      • DatasourceASCIIDecimalSeparator
      • DatasourceASCIIDelimiter
      • DatasourceASCIIHeaderRecords
      • DatasourceASCIIQuoteCharacter
      • DatasourceASCIIThousandSeparator
      • DatasourceCubeview
      • DatasourceDimensionSubset
      • DatasourceJsonRootPointer
      • DatasourceJsonVariableMapping
      • DatasourceNameForServer
      • DatasourceNameForClient
      • DatasourcePassword
      • DatasourceQuery
      • DatasourceType
      • DatasourceUsername
      • MinorErrorLogMax
      • NValue
      • OnMinorErrorDoItemSkip
      • SValue
      • TM1ProcessError.log file
      • Value_Is_String
    • TurboIntegrator Global Variables
      • NumericGlobalVariable('VariableName');
      • StringGlobalVariable('VariableName');
    • Implicit Global Variables
      • DataMinorErrorCount
      • MetadataMinorErrorCount
      • ProcessReturnCode
      • PrologMinorErrorCount
    • TurboIntegrator User Variables
  • MDX Function Support
    • Support for Microsoft-defined MDX Expressions and Functions
      • Supported Member Expressions
      • Supported Member Functions
      • Supported Numeric Functions
      • Supported Set Expressions
      • Supported Set Functions
      • Supported Tuple Expressions
    • TM1 specific MDX functions
      • TM1DRILLDOWNMEMBER( , |ALL [,RECURSIVE] )
      • TM1FILTERBYPATTERN( , , [] )
      • TM1FILTERBYLEVEL( , )
      • TM1Member
      • TM1SORT( , ASC|DESC )
      • TM1SORTBYINDEX( , ASC|DESC )
      • TM1SUBSETALL([])
      • TM1SubsetToSet
      • TM1TupleSize
    • TM1 specific MDX expressions
      • .
      • .ANCESTORS
      • .WEIGHT
• TM1 Rules
  • Introduction
  • Introduction to rules
    • Overview of cube rules
    • Accessing rules
    • Using the Rules Editor window
      • Menus
      • Toolbars
      • Status bar
      • Auto-save
        • Adjusting the auto-save interval
        • Location of the auto-save backup file
      • Basic code editing
        • Using the horizontal view bar
        • Using the context menu in the edit pane
      • Advanced code editing features
        • Using auto-complete to insert a function name
        • Using auto-complete to insert a qualifier
        • Using dynamic menus with the cube, dimension, element, and attribute keywords
          • Using the cube keyword
          • Using the dimension, element, and attribute keywords
        • Viewing tooltip help for function syntax, arguments, and description
        • Using automatic highlighting to match braces and parentheses
      • Using find and replace
        • Finding text
        • Replacing text
        • Using regular expressions when searching
      • Using bookmarks to navigate rules
      • Using regions to define sections of code
      • Inserting brackets to create an area definition
        • Entering multiple element names within brackets
          • Using the subset editor to enter multiple elements within brackets
          • Using a comma to enter multiple elements within brackets
      • Inserting a cube reference
      • Inserting a function
        • Using the Insert Function dialog box
        • Using the Function Arguments dialog box
      • Using the Preferences dialog to adjust font schemes
      • Using the Control Options dialog
        • Configuring appearance options
          • Setting the Areas appearance options
          • Setting the Text appearance options
          • Setting the Control appearance options
        • Configuring behavior options
          • Setting the General behavior options
          • Setting the Tabs behavior options
    • Components of a rule
      • Components of a calculation statement
        • Area definition
          • Using subsets in an area definition
          • Using special characters and non-unique element names in an area definition
          • Using the CONTINUE function to apply multiple formulas to the same area
        • Leaf/Consolidated/String qualifier
          • Restricting a statement to N: level cells
          • Restricting a statement to C: level cells
          • Calculating values differently at the N: and C: levels
        • Formula
          • Numeric constants
          • Arithmetic operators
          • Using conditional logic
          • Using comparison operators
          • Using logical operators
          • Concatenating strings
          • Using cube references
          • Internal cube references
          • External cube references
      • Terminator
      • Referencing a string in a calculation statement
      • Numerical attributes
    • Bypassing rules
    • General considerations
    • How rules work
      • Calculate on demand
      • Precedence of rules statements
      • Rules and dimension consolidations
        • Order of calculation
        • Overriding C: level elements with rules
        • Stacking rules
      • Comparing floating point numbers
    • Memory utilization and rules
    • Monitoring rules statistics
  • A simple rule
    • Setting your local data directory
    • Purchase Cost Calculation
    • Writing the rule
      • Opening the rules editor
      • Creating the rule
      • Compiling the rule
      • Viewing the results
  • Exchange rates
    • Exchange rate calculation within a cube
    • Exchange rate as an attribute of the market dimension
    • Exchange rate tracked by market
      • The DB formula
      • The rule
      • How a DB formula works
      • Writing the exchange rate rule statement
    • Exchange rate calculation using a lookup cube
      • Using a nested DB function
        • How it works
      • Writing nested DB functions
      • Other lookup cube examples
    • Calculating purchase cost - USD
  • Using DB Functions to Move Data Between Cubes
    • Creating Rules Statements for the Inventory Cube
      • Calculating Quantity in Stock - Kgs
      • Calculating Purchase Cost
      • Calculating Average Purchase Price/Kgs
      • Adding the Statements to the Rule for the Inventory Cube
  • Improving Performance with Feeders
    • Sparsity
    • Sparsity and Rules Calculation
    • Skipcheck and Feeders
    • Single-Cube Feeders
      • Adding Feeders to the Rule for the Purchase Cube
    • Feeding One Cube from Another
    • Multi-threaded feeders
    • Troubleshooting Feeders
      • Tracing Feeders
      • Checking Feeders
  • Moving Data and Changing Levels
    • The Production and Plan Cubes
      • Creating a Calculation Statement for Planned Production Qty - Kgs
      • What Is the Problem?
      • How It Works
      • Writing the Required Feeder
  • Rules for Time-Based Calculations
    • The Problem
    • Four Solutions
      • First Try: Sequential Monthly Statements
      • A Second Way: Using the DIMNM - DIMIX Idiom
      • A Third Approach: Using DIMIX for Comparisons
      • Best Solution: Using a String Cube to Store a Variable
        • Creating the Calculation Statement for Planned Production Qty - Kgs
    • Feeding Time Series
      • Hard-Coded Feeders
      • Deliberate Overfeeding
      • Using DNEXT for Feeding
        • Creating the Feeder Statement to Feed
  • Fixed Allocations
    • Calculating the Quantities of Fish Required by Fishcake Type
      • Creating the Calculation Statement for Qty Required - Kgs
    • Feeding Qty Required - Kgs
      • Creating the Feeder Statement for Qty Required - Kgs
  • Stocks and Flows
    • Depletion with a Spreadsheet
    • Implementing a Depletion Model Using Rules
    • Feeding the Depletion Process
      • Feeding the First Statement
      • Feeding the Second Statement
      • Feeding the Remaining Statements
      • Feeding the Calculation for Quantity in Stock - Kgs in the Inventory Cube
    • Final Rule for the Depletion Cube
    • Final Rule for the Inventory Cube
  • Calculating Total Product Costs
    • Calculating Daily Fish Costs in the Inventory Cube
      • Calculating Daily Purchase Costs
      • Calculating the Cost of Fish Used
      • Required Feeders
    • Allocating Costs in the FishRequired Cube
      • Required Feeder
      • Viewing the Results
    • Moving Costs to the Produce Cube
      • Required Feeders
      • Adding the Feeder Statement to the Rule for the FishRequired Cube
      • Adding the Feeder Statement to the Rule for the Production Cube
      • Viewing the Results
  • Using the Rules Tracer
    • Tracing Calculations
    • Tracing Feeders
    • Checking Feeders
• TM1 TurboIntegrator
  • Introduction
  • TurboIntegrator basics
    • Data sources available with TurboIntegrator
    • String length limit in TurboIntegrator processes
    • Importing options
    • TurboIntegrator functions
    • Processes and chores
    • Order of operations within a TurboIntegrator process
    • Creating and editing TurboIntegrator processes
    • Simultaneous connections to the same TM1 server
    • Aliases in TurboIntegrator functions
    • Using personal workspaces and sandboxes with TurboIntegrator processes
      • Manually running a TurboIntegrator process with a personal workspace or sandbox
      • Using TurboIntegrator functions with sandboxes
    • Zero suppression in a TurboIntegrator process affects member ordering in a view
  • Importing a Text File
    • Creating a Dimension from a Text File
      • Defining a Data Source
        • Using Fixed Length Records
      • Identifying Variables in the Data Source
      • Mapping Variables
        • Disable Cube Mapping
        • Mapping Dimensions
        • Disable Data Mapping
        • Mapping Consolidations
      • Saving and Executing the TurboIntegrator Process
    • Creating a Cube from a Text File
      • Defining the Cube Data Source
      • Defining Cube Variables
      • Mapping Cube Variables
      • Mapping Cube Element Variables to Dimensions
      • Mapping Cube Data Variables
      • Mapping Consolidation Variables
      • Saving and Executing the Cube Process
  • Importing from an ODBC Source
    • Unicode and DNS
    • Defining an ODBC Data Source
    • Generating a TurboIntegrator Process from an MDX Statement
      • Building the MDX TurboIntegrator Process
  • Importing from a view or subset
    • Using a cube view as a data source
      • Create a cube process
    • Using the subset as a data source
      • Define dimension subset as data source
      • Define dimension variables
      • Mapping dimension variables
        • Setting the cube tab
        • Setting the dimensions tab
        • Setting the consolidations tab
      • Saving and executing the dimension
  • Editing advanced procedures
    • Using Bulk Load Mode
      • Considerations for Using Bulk Load Mode
        • Starting Bulk Load Mode
        • Ending Bulk Load Mode
      • TurboIntegrator Process Commands for Bulk Load Mode
      • TM1 C API Functions for Bulk Load Mode
    • Editing Procedures
    • Executing a Process on Demand
    • Using TM1RunTI
      • TM1RunTI syntax
      • TM1RunTI configuration file
      • TM1RuntTI return codes and error messages
      • TM1RunTI other considerations
    • Serializing TurboIntegrator processes using synchronized()
      • synchronized()
    • TurboIntegrator security is assigned by administrator
  • Scheduling a Process for Automatic Execution with Chores
    • Editing a Chore
    • Activating a Chore
    • Deactivating a Chore
    • Deleting a Chore
    • Executing a Chore on Demand
    • Using Chore Commit
    • Running a chore at database startup
  • TurboIntegrator Tutorial
    • Setting the Tutorial Data Directory
    • TurboIntegrator Overview
    • Creating a TurboIntegrator Process
      • Creating Dimensions Using TurboIntegrator
        • Sample ASCII File
        • Creating a Dimension from an ASCII File
          • Identifying Variables
          • Mapping Variables
          • Saving and Executing the Process
        • Creating a Dimension from an ODBC Source
          • Defining the Data Source
          • Querying the Data Source
          • Using a parameter in the SQL
          • Identifying Variables
          • Mapping Variables
          • Saving and Executing the Process
      • Creating a Cube and Processing Data
        • Defining the Data Source
        • Identifying Variables
        • Mapping Variables
          • Mapping the Cube
          • Mapping Element Variables to Dimensions
          • Mapping Data Variables
          • Mapping Consolidation Variables
          • Saving and Executing the Process
    • Advanced Scripting
      • Editing the Prolog, Metadata, Data, and Epilog Procedures
        • Editing a Procedure
        • Creating a Dimension with Unbalanced Hierarchies
        • Identifying Variables
        • Mapping Variables
        • Copying Generated Statements
        • Removing the Generated Statements Permanently
        • Editing the TurboIntegrator Statements
      • Creating Subsets
      • Creating Attributes
        • Viewing the Attributes