Add to a worksheet

You can insert an action button into a worksheet.

1. Navigate to the worksheet where you want to add the action button.
2. On the IBM® Planning Analytics toolbar, click Action Button The Action button appearance dialog box is displayed.
3. Set the appearance of the action button.
   For more information, see Set the appearance.
4. Click Next. The Action button properties dialog box is displayed.
5. In the Connection section, select a Datasource and Database. You can only choose datasources and databases that you are currently logged into.
   1. You can select a Datasource and Database from the corresponding drop-down menu.
   2. You can use a cell reference or a named range to retrieve the TM1® server name dynamically.

      To select a cell reference, click and then specify the cell where the server name is located.

      To retrieve the server name by referencing a named range, use the following format:

      =NameOfRange 

      The named range must point to a single cell that contains text for the server name.

6. If you want to recalculate or rebuild the worksheet before the process runs, toggle the Precalculations option and select a type of calculation from the drop-down menu.
   • Automatically recalculate sheet - Refreshes the data in the current worksheet.
   • Rebuild sheet - Rebuilds the TM1 Dynamic Report to its original report definition configuration.
7. Click the check box in the Run TI process, Navigate, or Run AI job tab, depending on the action that you want the action button to perform.
8. Configure the action button.
   For more information, see the following topics:

   • Run a process
   • Navigate to another worksheet
   • Run a process and navigate to a worksheet
   • Recalculate or rebuild a worksheet
   • Run a watsonx AI job.
9. Click Done.