Upgrade IBM TM1 Perspectives action buttons
This setting upgrades IBM® TM1® Perspectives action buttons to allow them to be used in IBM® Planning Analytics for Microsoft Excel.
About this task
Upgrading IBM
TM1® Perspectives action buttons allows them to be used in
IBM Planning
Analytics for Microsoft Excel. When upgrading action buttons, note
the following points:
Procedure
- On the IBM Planning Analytics toolbar, click Options .
- In the navigation pane, click IBM Planning Analytics.
- Under Action Button Settings, click Upgrade Action Buttons.
- Optional: Under Backup Excel Files, click Browse and define a backup directory. This step will create a backup of the TM1 Perspectives workbooks.
- Under Conversion Log, click Browse and define a log directory.
- Click OK.
- Using the drop down menu, select the system that contains a TM1 Perspectives workbook that needs to be upgraded.
- Select the server that contains a TM1 Perspectives workbook that needs to be upgraded.
- Select a TM1 Perspectives workbook that contains the action buttons that need to be upgraded.
- Click Upgrade.
- Click OK.
Results
Note: If the workbook containing the action
buttons was open during the upgrade process, you will need to close and reopen the upgraded workbook
from the IBM Planning
Analytics datasource to complete the
upgrade.
Tip: By selecting the parent server or folder to upgrade, you can upgrade
action buttons in multiple TM1 Perspectives workbooks.