Bulk update the datasource or TM1 instance for Exploration Views

You can bulk update the datasource or TM1 instance for multiple Exploration Views at the same time.

Before you begin

Ensure that you do not have IBM® Planning Analytics for Microsoft Excel signed into any instances of IBM Planning Analytics while you are running a bulk update.

About this task

To bulk update the datasource or package for your Exploration Views, you need to use the BulkSerializeUtil command. The BulkSerializeUtil command consists of three parts:
  • The path to the folder with the books that contain the Exploration Views that you want to change.
  • The new datasource URI that you want your Exploration Views to get updated to.
  • The TM1 model name in the new datasource URI that you want your Exploration Views to get updated to.
Your BulkSerializeUtil command has the following syntax:
=bulkserializeutil(``<path to folder>``,``<new datasource URI>``,``<name of new TM1 model>``)
Note: This function uses straight double quotation marks. Do not use curly quotation marks.

Procedure

  1. Move all of the books that contain the Exploration Views that you want to update into a single folder.
  2. Close any instances of Planning Analytics for Microsoft Excel and Microsoft Excel.
  3. Start Microsoft Excel and open a blank book.
  4. Click the IBM Planning Analytics tab.
  5. In a cell, enter the BulkSerializeUtil command.
  6. Save the sheet to preserve the changes.
  7. Refresh the sheet to see the changes applied.

Results

Your screen might flash as the command is being run. When the command is complete, a message is returned in a cell, containing information about the results of the command. The results have the following syntax:
<#> Results - Success: <#> Failed: <#> Unknown: <#>
  • Success indicates that the Exploration View was successfully updated.
  • Failed indicates that the Exploration View failed to update.
  • Unknown indicates that there was an unknown issue.