IBM Planning Analytics 2.0 TM1 Web User Guide IBM Note Before you use this information and the product it supports, read the information in “Notices” on page 173. Product Information This document applies to IBM Planning Analytics Version 2.0 and might also apply to subsequent releases. Licensed Materials - Property of IBM Last updated: 2021-05-13 © Copyright International Business Machines Corporation 2007, 2021. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Introduction........................................................................................................ vii Chapter 1. What's new in TM1 Web........................................................................ 1 2.0.64 - Feature updates, May 13, 2021.................................................................................................... 1 2.0.63 - Feature updates, April 12, 2021................................................................................................... 1 Retrieve data from multiple TM1 databases in a websheet..................................................................1 2.0.62 - Feature updates and known issues, March 8, 2021..................................................................... 2 Retrieve data from multiple TM1 databases in a websheet (Planning Analytics Workspace local only)................................................................................................................................................... 2 Unexpected label in websheet Scatter Chart........................................................................................ 2 2.0.61 - Feature updates and known issues, February 9, 2021.................................................................2 Chart labels are misaligned in websheets............................................................................................. 3 2.0.60 - Feature updates and known issues, December 17, 2020............................................................ 3 Pie chart labels are misaligned in websheets....................................................................................... 3 2.0.59 - Feature updates, November 13, 2020.......................................................................................... 4 2.0.58 - Feature updates, October 20, 2020..............................................................................................4 2.0.57 - Feature updates, September 21, 2020......................................................................................... 4 2.0.56 - Feature updates, August 12, 2020................................................................................................4 2.0.55 - Feature updates, July 16, 2020.................................................................................................... 5 New release schedule for TM1 Web...................................................................................................... 5 New installer for TM1 Web..................................................................................................................... 5 2.0.9 - Feature updates, December 16, 2019............................................................................................ 5 Use dynamic shapes and images in websheets.................................................................................... 5 Open a websheet on the active tab when you save a multi-tab websheet.......................................... 6 2.0.8 - Feature updates, June 21, 2019..................................................................................................... 6 Include user names and memory usage in TM1 Web logs....................................................................6 Changes saved automatically in TM1 Application Web.........................................................................7 Configure login using TM1 Web URL API with Cognos Analytics security............................................ 7 Relational data sources in TM1 Web websheets removed................................................................... 8 2.0.7 - Feature updates, April 29, 2019......................................................................................................8 Load websheets faster in TM1 Web....................................................................................................... 8 Use the IFERROR Excel function in TM1 Web....................................................................................... 8 Take advantage of improved cell formatting in TM1 Web websheets.................................................. 8 Check out updated TM1 Web configuration defaults............................................................................ 9 Deprecation of relational datasources in TM1 Web websheets......................................................... 10 2.0.6 - Feature updates, October 11, 2018..............................................................................................10 2.0.5 - Feature updates, June 25, 2018................................................................................................... 10 2.0.3 - Feature updates, September 19, 2017......................................................................................... 11 2.0.0 - Feature updates, December 16, 2016.......................................................................................... 11 Chapter 2. TM1 Web overview..............................................................................15 Starting TM1 Web...................................................................................................................................... 15 Using TM1 Web.......................................................................................................................................... 16 Data browsing and analysis tasks............................................................................................................. 16 Administrator tasks....................................................................................................................................16 Accessing TM1 Web from Apple iPad........................................................................................................16 Accessibility features.................................................................................................................................17 Chapter 3. Working with websheets..................................................................... 19 Websheet overview....................................................................................................................................19 iii Differences between websheets and Excel worksheets.....................................................................19 Inherited Excel features in websheets................................................................................................ 20 Compound DBRW formulas are not supported in TM1 Web...............................................................23 Viewing a websheet................................................................................................................................... 23 Using the websheet toolbar.......................................................................................................................23 Active Forms in TM1 Web.......................................................................................................................... 24 Editing data in a websheet........................................................................................................................ 24 Editing data in websheet cells............................................................................................................. 25 Using data spreading in a websheet....................................................................................................26 Excluding cells from data spreading....................................................................................................26 Excluding consolidations from data spreading................................................................................... 26 Working with relational data in websheets...............................................................................................27 Defining relational queries in Excel..................................................................................................... 27 Creating a parameterized query in Excel.............................................................................................29 Uploading a relational query to TM1 Web........................................................................................... 30 Viewing relational data in TM1 Web.................................................................................................... 30 Changing websheet properties..................................................................................................................31 Generating a report from a websheet....................................................................................................... 32 Websheet export limitations................................................................................................................34 Chapter 4. Working in the TM1 Web Cube Viewer..................................................35 Opening a Cube View in TM1 Web ............................................................................................................35