Open and download workbooks

You can open workbooks that are published to an TM1® Server Application folder.

You can also download workbooks from IBM® Cognos® Connection.

To refresh your data or make enhancements, you can open or download published Microsoft Excel workbooks and then use Microsoft Excel to make changes.

You can also open locally saved workbooks.

Note: If your workbook is in the xslb file format, you must be connected to the datasource that it is in before you open the book.

If you are opening a workbook from an earlier version of a IBM Planning Analytics for Microsoft Excel, any custom properties settings that were specified for the workbook is applied to the settings in the Options dialog box.

For example, if a workbook from an earlier version of a Planning Analytics for Microsoft Excel is opened, the address for the gateway might appear in the list of addresses under IBM connections, in the Options dialog box.