Create an Exploration View from scratch

Creating an Exploration View allows you to fully customize how your report looks and what your report analyzes. Creating an Exploration View from scratch is as easy as starting with a blank Exploration View and dragging items from the source tree onto the Exploration View.

Before you begin

Ensure that you have access to an IBM® Planning Analytics data source. Access privileges are configured by your administrator. If you do not have access to a data source, speak with your administrator.

Watch this video to see how you can create an Exploration View.

About this task

Procedure

  1. Log on to a TM1® system and select a data server.
    For more information, see Open a model or package.
    The source tree in the task pane displays the cube and related items of the data source, such as views.
  2. On the IBM Planning Analytics tab, click Exploration Exploration button.
    An Exploration View is created on a new worksheet.
  3. Add members to the rows and columns. For more information, see Add objects to rows, columns, and the context area.
    Tip: You can use a view to build an Exploration View. In the source tree, expand Views and drag a view onto the Exploration View.
  4. Optionally, add members to the context area.