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What's coming next in IBM Planning Analytics 2.0.77 SC



The following updates are available in release 2.0.77 SC of Planning Analytics.


Planning Analytics Workspace
The following feature notices apply to Planning Analytics Workspace.

Upgrade explorations to the new experience

An option to upgrade explorations (cube viewer) to the new experience is now available on the Features administration tab. The new experience interface offers numerous enhancements and improvements.

Feature enablement for new experience exploration

When you enable this feature, all existing and new explorations in books use the new experience interface. Explorations that previously used the classic interface are converted to new experience but retain the look (colors and font) of the classic interface.

Note: Enabling this feature upgrades only the explorations in Planning Analytics Workspace books. Explorations and set editors in the modeling workbench and IBM Planning Analytics for Microsoft™ Excel are not changed.

Upgrading explorations to the new interface also upgrades set editors that are opened from the new experience exploration .

New set editor opened from new experience exploration

If you add a set editor as a widget to a book from the data tree, the set editor continues to use the classic interface.

Adding set editor from the data tree

A preview of the new experience exploration and set editor was released in Planning Analytics Workspace 2.0.71 and is also available on the Features administration tab. You can enable preview to explore the new experience interface and compare new explorations with the classic ones.

Select the sets that display in a dimension list

Use the new Customize sets option in the new experience exploration (cube view) and visualizations to limit the number of sets that appear in a dimension drop-down. You can select up to 20 sets for a dimension.

Note: The Customize sets option does not limit the sets that you see in the set editor. You can still see the full list of sets in the set editor. 

Customize sets window

To Customize sets in an exploration, click the menu icon for a dimension in the Row or Column area. You cannot customize sets for dimensions in the Context area.

Customize sets option in the view context menu

You can move dimensions with customized sets between the Row, Column, and Context areas without losing the limited sets.

However, if you move a dimension with customized sets off the exploration and add it to the book as a widget, the limited list of sets is lost. You can see all the sets for that dimension in its drop-down.

You can also customize sets for dimensions in visualizations. Select the visualization in Edit mode and click Fields. Click the menu icon for the dimension you want to customize, and select Customize sets.

Customize sets in field slot

You can switch between a visualization and an exploration (or vice versa) without losing any customized sets that you applied.

Upload files to a Planning Analytics database with the Action Button

In Planning Analytics Workspace books, the Action Button has a new property, Allow file upload, that lets you upload a file to a database and run a process to use that file. This feature is useful if you want to import data from a specific file into a view you are using.

When you configure an action button to run a process (under Properties > Run Process), selecting Allow file upload prompts you to upload a file when you click the action button.

Allow file upload property

Note: The process runs only if the file is uploaded successfully.

A new Control Type parameter, File, is now also available under Set parameters. This new parameter displays only when the Allow file upload property is selected.

File parameter for processes

The File control type passes the file name of the uploaded file to the process parameter. 

Manage files with File manager

A new tool, File manager, shows a list of all the files and folders that have been uploaded to the Planning Analytics database and lets you to manage those files. File manager is available only on the modeling workbench; you cannot open File manager from a book.

With File manager, you can complete the following tasks:

  • Upload a file, or multiple files at once
  • Delete a file, or multiple files at once
  • Create folders
  • Organize uploaded files into folders
  • Delete folders
  • Download files
  • Refresh files

To launch File manager for a database, right-click the database in the Databases tree on a modeling workbench, then click File manager.

File manager option on database node

File manager displays a list of all the files and folders that have been uploaded to the database.

File manager showing files and options

You can use the toolbar and the Actions button Actions button to work with files and folders.

Changes to text properties for explorations

The text properties for explorations are now under the Visualization tab instead of the Custom tab in Properties.

Note: Text properties for single cell widgets continue to be under the Custom tab.

The Data Cell, Row Header, and Column Header sections under the Visualization tab each have their own text properties. The following example shows text properties for the Row Header in an exploration.

Row header text properties

You can quickly apply the font family, font size, and font style to all sections or restore defaults for all sections under Data Cell.

Applying text properties to all sections

Expand and collapse regions in the process and rules editors

You can now expand and collapse regions in the process editor and rules editor on the modeling workbench. Before Planning Analytics Workspace 2.0.77, you could only expand and collapse regions one at a time.

Click Unfold all regions to expand all regions and Fold all regions to collapse regions in both the process editor and rules editor.

Fold all and unfold all regions

In the process editor, folding and unfolding regions starts at the Section level.

Two new keyboard shortcuts for Fold all regions (Shift+Cmd+F) and Unfold all regions (Shift+Cmd+U) are available in the process editor and rules editor.

Shortcut keys

Viewing the TM1 database version (admins only)

You can now see the version of a TM1 database in Administration under the home page in Planning Analytics Workspace.

To see the TM1 database version:
  1. On the Administration page, click the Databases tile.
  2. On the Databases page, select a database and click Configuration.

Database version number

If you need to copy the version number, click the Copy icon next to the version number.

Auto-complete and popular search suggestions in the cognitive Learn pane

Find answers to your Planning Analytics Workspace questions faster! The Learn pane now predicts your search query as you type keywords in the Search field and displays a list of search suggestions from all content types.

This auto-complete feature makes it easy to complete your search quickly. Simply select a search suggestion to see related help content.

Learn pane auto-complete

When you search in any supported language other than English, the auto-complete feature returns translated documentation in your search suggestions. You also see blogs and videos that match your search query, however, blogs and videos aren't translated.

Not sure what to search for in the Learn pane? Click the Search field to see a list of popular search suggestions.

 Suggestions in Learn pane

Updated menu options for visualization field slots

The options in the menu for field slots under the Fields tab have been updated in Planning Analytics Workspace 2.0.77.

The following changes were made to the menu options:

  • The Hide from view option was replaced with Remove.

    The Remove option lets you remove a dimension from the field it was assigned to and move it to the Filters section.

  • Remove this hierarchy now moves the dimension from the field slot to the Filters section and reverts the set to the dimension's default set.

  • The Remove field option is no longer available.

Remove option in the Field menu

To see the menu for a field slot:

  1. While in Edit mode, select the visualization in your book.
  2. Click Fields.
  3. Click the menu icon in a field slot to see the options for that field.

Hide hierarchy name to shorten visualization titles

You can now hide the hierarchy name in an axis or legend title to shorten the labels in a visualization. Previously, the labels showed both the hierarchy name and the name of the set or member that was selected.

To hide the hierarchy name in a title:
  1. Select a visualization in Edit mode.
  2. Click Properties.
  3. To hide the hierarchy name in an axis title, expand the Axis section under Visualization.

    To hide the hierarchy name in a legend title, expand the Legend section.

  4. Enable Hide hierarchy name.

    For visualizations with axes, you can hide the hierarchy name in the Item axis title, Value axis title, or both.

Note: The Hide hierarchy name toggle works only on automatically generated titles and does not work on custom titles.

You can still see the full labels for axes or legend titles in the respective field slots on the Fields tab.

If multiple dimensions are assigned to a field in a visualization with axes, hiding the hierarchy name shortens the title for each dimension.

Similarly, for visualizations that have multiple legends, enabling Hide hierarchy name shortens the title for all legends in the visualization.

Restore a book to the currently open tab

When you reset a book from a saved tab to reverse changes you made, the book now restores to the currently open tab. Before Planning Analytics Workspace 2.0.77, Reset book restored the book to the first tab.

If you reset a book from a tab that has not been saved, the book returns to the first tab.

Deprecation notice for Planning Analytics Workspace Classic

The 'new experience' is a major update to the Planning Analytics Workspace user experience released as part of the 2.0.56 update in October 2020. The Planning Analytics Workspace new experience provides an updated look and feel, improved navigation, and better content management. It also introduces Applications and Plans, a dedicated modeling environment, and predictive forecasting capabilities.

The user experience in 2.0.55 and earlier releases is referred to as Planning Analytics Workspace Classic. Cloud environments provisioned before the 2.0.56 update could remain on Planning Analytics Workspace Classic, preview the new experience, or permanently switch to the new experience.

The IBM Planning Analytics team intends to remove the capability to remain on Planning Analytics Workspace Classic and preview the new experience during the July 2022 update. Planning Analytics Workspace environments that use the Classic experience will automatically be updated to the new experience as part of the July 2022 update. Planning Analytics cloud customers that use the Classic experience are encouraged to preview and switch to the new experience before July 2022.

If you are still using Planning Analytics Workspace Classic before the July 2022 update, administrators see a deprecation notice banner on the home page when they open Planning Analytics Workspace Classic or preview the new experience. An administrator can click the More information link to view further details on the deprecation of Planning Analytics Workspace Classic.

deprecation notice

The deprecation notice is presented to each administrator upon login. One administrator dismissing the banner dismisses the banner only for that administrator; other administrators can still see the banner.
The banner reappears with each new Planning Analytics Workspace release until an administrator completes the switch to the new experience.

This announcement does not impact Planning Analytics on-premises deployments.

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Document Information

Modified date:
27 May 2022