Edit

You can edit data in a Quick Report, if you have Write access to the cells and the cells are editable.

If you are using server formats in the Quick Report, cell shading identifies the cells that you can edit.
  • Light blue: A consolidated cell. You cannot edit the value.
  • Gray: A derived or locked cell. You cannot edit the value.
  • White: An editable cell.
  • Dark gray: A cell with a hold applied. Place a hold on a cell to exclude it from data spreading. For more information, see Edit TM1 data by using data spreading.

Planning Analytics for Microsoft Excel offers different ways to work with IBM® TM1® data changes. You can determine how your user group is designed to operate based on the options presented on the toolbar. For example, if you have been granted Sandbox capability, you have access to the New Sandbox and Delete Sandbox options. For more information, see Writeback mode and Virtual sandbox dimensions.

To edit a value in a cell, click the cell, type the new value, and then press Enter.

To save your changes, you must commit the data to the IBM TM1 server. For more information, see Commit data in a Quick Report.

If you are using server formats, the cell formatting indicates the state of data changes.
  • Bold blue font: The value in the cell has changed but has not been committed to the TM1 server.
  • Orange background: The value in the cell has been committed to your sandbox, but has not been committed to Base.

After you commit the changes, the Quick Report displays the updated values in a normal font, indicating that you have saved the changes.