The following updates are available in release 2.0.90 SC of Planning Analytics Workspace.
Set synchronization properties for multiple widgets simultaneously
You can now set synchronization properties for multiple widgets at the same time. Previously you could set synchronization properties for only one widget at a time.
In edit mode, select multiple widgets with Ctrl + click or by using the mouse drag action. Then, under Properties > Synchronization, choose the synchronization properties that you want to apply to the selected widgets.
When you select multiple widgets, only the synchronization properties that apply to all selected widgets display. The following properties are available if you select:
Cube views from the same database
The Synchronization group, Synchronize sandbox, and Synchronize hierarchies properties are available. You can synchronize only those hierarchies that are common to both cube views; other hierarchies do not display.
Cube views from different databases
The Synchronization group and Synchronize sandbox properties are available. You can also enable the Synchronize hierarchies property to turn on synchronization, but since there aren't any common hierarchies between the selected widgets, there are no hierarchies to select.
Cube view and shape widget
Since the shape widget does not have synchronization properties, no synchronization properties display.
The order in which the synchronization properties display in Synchronization groups and Synchronize hierarchies is determined by the widget that you select first. For example, if the first widget that you select is in the Book synchronization group, the Book option appears first in the Synchronization groups list.
Ability to delete data from single cell widgets removed
You can no longer use the Delete key to delete data from single cell widgets. The Delete key function is disabled on the contents of a single cell widget to prevent accidental deletion of data. However, you can modify data in a single cell widget, including clearing the value to display 0, or delete the single cell widget altogether.
To modify single cell widget values (in consumption and Edit mode), the Show as cell property must be enabled for the widget.
- Select the single cell widget in Edit mode.
- Go to Properties and under the Custom tab, enable the Show as cell property.
A blue box outlines the value inside the single cell widget. Double-click the value to make changes.
When Show as cell property is on, you can also clear the value in a single cell widget with the Clear option in the right-click menu. The existing value clears and displays 0 instead.
When the Show as cell property is turned off, the single cell widget is in read-only mode. You cannot modify the widget's values or delete the widget.
You can delete a single cell widget in Edit mode only. Use the Delete icon in the toolbar to delete the widget.
Select a member or set by typing its name in an exploration view
The exploration view now offers a quick way to select a member or set. You can open an input box from a dimension tile in the Context or Bench area to enter a member name or Member ID and update the view with that member. Similarly, you can open the input box from a tile in the Row or Column area and type the set name to update the view with that set.
This feature is especially useful if you are familiar with the data in the cube and want to avoid using the Search feature to find and select a member or set.
When you enter a member using the input box, the current set is bypassed and you can directly use any member. The set then changes to a single member set.
If you are selecting a set using the input box, the named set you enter must exist. If customized sets are defined, then the named set must be in the customized set list.
Click the menu icon next to the dimension tile in the Context or Bench area and select Enter member to open the input box.
Tip: If you're on Windows, simply press Ctrl and click the member name in a dimension tile to open the input box.
- Type the member name or ID in the input box and press Enter.
The view updates with the member you entered.
You can select a set by typing its name in the same way from the tiles in the Row or Column area. If you are using the menu option, select Enter named set instead to open the input box.
Insert spacer rows and columns in explorations
You can now insert spacer rows and columns in explorations through the right-click menu. This is a useful for building stylized views of data in books.
- Select a row or column and right-click a row or column header in an exploration.
- Click Add spacers and select where you want to insert the spacer row or column.
A spacer row or column is inserted at the position you selected.
You can copy and paste a row or column with spacer cells. However, the spacer cells can break some spreads.
To remove a spacer row or column, right-click the spacer header cell and select Remove.
Replace button now works on selections in the Current set
The Replace button in the set editor now also works on the selections you make in the Current set pane. You can select members on both sides of the set editor, either the Available members or the Current set , and replace members in the view.
The Replace button is disabled when no members are selected in the set editor.
Previously, while you could select members on one or both sides of the set editor at the same time, the Replace button only worked on selections that were made in the Available members pane. To replace members in a view from the Current set in the set editor, you had to click Apply instead of Replace. Additionally, if there were no selections in the Available members pane, the Replace button was disabled.
Virtual set and reset features are now available for the current set in the set editor
All virtual sets (All roots, All members, and All leaves) in the Available members pane in the set editor are now also available in the Current set pane. Additionally, reset features are now available in the Current set pane.
The availability of virtual sets in the Current set pane lets you work with these sets without having to toggle Available members back on when you are in single-pane mode.
When you select a virtual set, the Current set label changes to display the virtual set's name.
- Select a named set or virtual set from Current set list
- Replace Current set with a named set from the Available members pane
- Switch hierarchies - when you switch hierarchies, the Current set changes to the default named set. If a default named set does not exist, the Current set switches to All roots.
- Delete the current named set
If your Current set is a named set, the Current set keeps the alias of the existing set and expands above with the virtual set, when you select Show totals trailing and choose a virtual set.
You can use Undo and Redo to move between a virtual and a named set.
You can now also Reset the current set to reset changes that you made to the currently selected set.
You can reset the current set only if you made edits to the set or if you inserted members from Available members to the Current set. You can verify that you made an edit by the state of the set icon: .
- View the attributes of any member in the Current set by clicking Show attributes
- Select a different set from Current set menu
- Switch the hierarchy in the set editor
- Delete a set on the Available members pane
- Save a new named set
The Learn Pane now provides dynamic AI-generated recommendations as well as static recommendations.
When you interact with the content inside the Learn Pane, the recommendation engine makes daily updates based on what you and other users are viewing. If no content was viewed inside the Learn Pane, the recommendations remain unchanged. For example, if you and other users use books and views more often, more content about books and views is generated in the Learn Pane.
Previously, the Learn Pane provided suggestions based on where you are in the product. The new update makes it convenient to find helpful topics that are more tailored to your current needs.
Usability improvements to the contribution page in Applications and Plans
The contribution page in Applications and Plans include several usability enhancements that make it easier to navigate between applications and plans or to work with assets.
Easy to identify contribution mode in the content menu
When you open an application or a plan to the contribution page, the application or plan name displays in the content menu.
You can now easily differentiate between an application or plan that is in contribution and edit mode. An application or plan that is in edit mode displays in the content menu with an "- edit" appended to its name.
Assets open in the same page
Assets now open in the same page as the application or plan when you access them on the contribution page. Previously, when you opened an asset in an application or plan, the asset opened on a new page and displayed as a separate page in the content menu.
Editing of assets restricted in contribution mode
You can no longer edit assets in applications or plans when you are in contribution mode. You can enter values in an exploration view or change the visualization type in contribution mode but you cannot add a new widget to the asset or change the asset's properties.
You can make changes to an the asset in Reports and Analysis.
Work with database logs on the modeling workbench
You can now access the server log, transaction log, and audit log for a database directly from the modeling workbench in Planning Analytics Workspace.Access to server logs is available only on the modeling workbench. You cannot open logs from a book.
The option to open the server log and the transaction log is available for all databases. To access the audit log, the Audit log configuration parameter must be enabled for the database.
You can still download database logs from the Databases page in Planning Analytics Administration.
- To open any of the available database logs, open a modeling workbench.
- Right-click the database on the Data tree.
- Click Logs.
- Click the log that you want to open.
The log you click opens in a new tab on the modeling workbench. All logs include a filter to specify the period to display records. The audit log and transaction log also include additional filters that you can apply to the records shown in the log viewer.
A baseline forecast is a new Planning Analytics Workspace asset that administrators and modelers can create and share with other users in your organization. Administrators, modelers, and analysts with the appropriate permissions can run the baseline forecast at any time and use the forecast to improve the planning process. Consumers cannot run baseline forecasts.
Baseline forecasts enhance the existing forecasting capabilities in Planning Analytics Workspace. You can still create and run ad-hoc forecasts on explorations in a book.
You can create a baseline forecast from the Planning Analytics Workspace home menu.
You can also create a baseline forecast from the Data and Models page.
Baseline forecasts are created using the same settings and parameters you are familiar with from creating ad-hoc forecasts on explorations. You set the timeframe, scope, and optional advanced settings for the forecast.
After the baseline forecast is defined, saved, and activated, it's available as an asset on both the Data and Models page and the Reports and Analysis page, where other users can open and run the forecast.
What's new in administration
Simplified process to rename databases, snapshots, and user groups
A new Edit option on the Databases, Lifecycle Management, and Users and groups pages simplifies the renaming process.
In Planning Analytics Administration, select a database, snapshot, or user group on the relevant administration page, then click to modify the item name. You can also modify the description for snapshots and user groups.
Note that a database must be stopped before you can rename it.
View a user's last login in Planning Analytics Administration
An enhancement in Planning Analytics Workspace 2.0.87 added the ability to view the last login for a user when you downloaded a user report from the Users and groups page. You can now view the last login for a user directly in Planning Analytics Administration without downloading a report.
- Open Planning Analytics Administration.
- Click the Users and groups tile.
- Click the Users tab.
- Click a user.
- Click the Details tab for the user to review the last login.
The following deprecation notices are applicable to Planning Analytics Workspace 2.0.90.
Classic cube viewer removed from Planning Analytics Workspace 2.0.90
As of Planning Analytics Workspace 2.0.90, the classic cube viewer is no longer available in Planning Analytics Workspace.
Any existing classic cube viewer will be converted to a new experience cube viewer when first opened in Planning Analytics Workspace 2.0.90.
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05 September 2023