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What's coming next in IBM Planning Analytics 2.0.65 SC



The following updates are available in release 2.0.65 SC of Planning Analytics.


Planning Analytics Workspace
The following new features are available in Planning Analytics Workspace.
Use the Modeling workbench to create and maintain your model (beta)
The modeling workbench introduced in IBM Planning Analytics 2.0.64 remains available as a beta feature in 2.0.65.

You can now open the modeling workbench from the user interface; you no longer need to enter a URL to the modeling perspective in your Planning Analytics Workspace environment.

To create a new workbench, click the Home menu home menu, then click New > Workbench.

To open an existing workbench:

  1. Click the Home menu, then click either Shared or Personal, depending upon where the workbench is saved.
  2. Click the workbench you want to open. To make it easier to find your workbench, click the Filter icon and select Workbench. You can also search for a workbench.
Only users with the modeler or administrator role can create or edit workbenches.
modeling workbench
As you can see, the workbench efficiently presents all your modeling assets in a tabbed and sectioned layout. You can use the modeling workbench to:
  • Create, edit, and delete any of these objects:  dimensions, hierarchies, sets, processes, chores, and rules
  • Run processes and chores
  • Create and save cube views
  • Edit settings for cubes, dimensions, processes, and chores
  • Create drill processes, import data, import dimensions, reload, and unload cubes
  • Reorder dimensions
  • Refresh security, set cell security
Full documentation on using the modeling workbench is available on IBM Documentation.
We encourage you to provide feedback on your experience with the modeling workbench during the beta period at

See the updated view name when you save a view to the server

When you save a view by using the Save to server option, the new view name is displayed in the view details box. In previous versions of the product, the old view name was displayed here when the view was saved to the server under a different name.
In an exploration, hover the cursor over the view details icon view details icon to reveal information about the view, including the view name.
name shown for view

Use abbreviated format to display large numbers in a view

The Short abbreviations data format is now available to format large numbers in a view.

short abbreviation option

Depending on how large the number is, it's shortened by using a locale-specific abbreviation. In English, it's K for thousands, M for millions, B for billions, and T for trillions. For example, the value of 1500 is shown as 1.5K, and the value of 1500000000 is shown as 1.5B.

The abbreviations are locale-specific.

For more information, see Change the format of data in a view.

Assign multiple data items per slot in a visualization

You can assign multiple data items to a single slot in a visualization.

For example, in the following screen capture, the Model and Region dimensions are mapped to the Bars field.

multiple items on a single slot

In previous versions, only one data item could be assigned to a slot.

Create calculations for named sets

If a dimension includes named sets, you can create a calculation that is based on the set members.

To launch the calculation editor in a view, right-click a row or column label, or the rows  row selector or columns column selctor handle . Then, click Subset calculation.

named set calculation

The calculation options are the same as in the Summarize all calculation. The Aggregate option is available only on a server that supports aggregates.

If you created the subset calculation for specific rows or columns, the calculation is added in the grid after the related row or column. If you created the subset calculation from the rows or columns handle, the calculation is added as the last row or column.

Minor changes to the procedures for creating applications and plans

The user interface and procedures for creating plans and applications have been updated to simplify the creation and editing process. The capabilities of plans and applications remain unchanged. The information on IBM Documentation will be refreshed upon the release of 2.0.65 to describe the new interface and procedures.

Planning Analytics for Excel
The following new features are available in Planning Analytics for Excel.
Install Planning Analytics for Microsoft Excel with a new Excel add-in 
You can now install and launch Planning Analytics for Microsoft Excel by using the Planning Analytics for Microsoft Excel add-in.

In previous versions of Planning Analytics for Microsoft Excel, the installation was performed with a bundled installer. Starting in Planning Analytics for Microsoft Excel version 2.0.65, users can install and launch Planning Analytics for Microsoft Excel with the Planning Analytics for Microsoft Excel add-in.

The new add-in installation method allows users to quickly upgrade multiple instances of Planning Analytics for Microsoft Excel without having to run an installer for each instance or uninstall the previous version of Planning Analytics for Microsoft Excel. 

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Document Information

Modified date:
11 June 2021