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1
Trusted Experts in Analytics
Planning Analytics
Workspace (PAW)
Tips & Tricks
December 13, 2018
2
Presenters
Brian Moore
VP Consulting Services, West
QueBIT
Colin Macdonald
PreSales Lead Consultant
QueBIT
3
Housekeeping
 Today’s webinar is part of an advanced webinar series offered by QueBIT.
Our next webinar is scheduled for Thursday, January 10th at 2pm Eastern.
Learn about the advancements in the Cognos Analytics 11.1 release. These
changes will bring the power of artificial intelligence, machine learning, and
advanced analytics to all Cognos Analytics users to empower, enlighten, and
facilitate a new breed of boundless data explorers! Register today by
accessing the Events page on our website at quebit.com/news-events
 Today’s webinar is being recorded and attendees will receive the recording
link within 24 hours
 Miss a past webinar? No problem! Visit the Resources page on our website
//quebit.com/who-we-are/video-catalog/
 Please type all questions in the Question Pane located on the GTW toolbar.
As time permits, the questions will be addressed and answered at the end of
the webinar
4
900+ Successful
Implementations
400+ Customers in
numerous industries
100+ Employees
across the US
Award-winning leaders in
analytics, 6 years in a row
QueBIT is the leading end-to-end analytics provider.
5
POLL: Which of the following best describes your
current TM1/Planning Analytics and PAW usage?
• I’m already using PAW and looking for tips and tricks
• I’m a Planning Analytics customer but have yet to implement PAW
• I’m a TM1 customer and planning on upgrading to PA Local
• I’m a TM1 customer and planning to migrate our TM1 system to IBM’s Cloud
• You’ve lost me already!
6
Agenda
• Planning Analytics Upgrade Basics
• Timeline
• Terminology
• Upgrade Myths
• Features and Benefits
• Plan for your upgrade
• *NEW* Planning Analytics Trial
• Demo
• Q&A
New Version!
7
Timeline
• TM1 10.2.2 support ENDS on Sept 30, 2019
• All previous versions are unsupported
• Planning Analytics v2.0.1 initially released in Jan 2017
• v2.0.6 released on 10/5/18
8
Terminology
Term Definition
IBM Cloud Computers in data centers operated by IBM (Softlayer)
Public Cloud Computers in data centers operated by other Cloud
vendors e.g. Amazon, Microsoft Azure, Google etc.
On-Premise Computers in YOUR own data center, or even under your
desk
PA Planning Analytics
PA Local The flavor of PA that is NOT in the IBM Cloud.
It could be On-Premises or you could rent a machine in
the Public Cloud
Planning Analytics for
Excel (“PAx”)
The new Excel add-in for Planning Analytics, an alternative
to the Perspectives add-in for end users
Planning Analytics
Workspace (“PAW”)
The new web based dash boarding and self service
analytics tool for interacting with PA
9
Clarifications
• TM1 and Cognos Express are NOT going away
• TM1 rebranded as Planning Analytics (PA) and PA Express
• PA/TM1 is not moving to a ‘Cloud Only’ model
• All new releases are available for local installation
• There are no additional costs for upgrade from TM1 to PA
• PAW is a new product and requires upcharge for end users
• PAW install is required for PAx; this config has no additional cost
• Planning Analytics (alone) does not require training
• Perspectives and Architect interfaces are identical
10
Minimal Upgrade Path
PA Local
Upgrade
Continue to
Provide
Hardware
Use 3rd Party
Cloud Hosting
Services
PA Cloud
Upgrade
IBM PA Cloud
License
TM1
What’s New in Planning Analytics?
Planning Analytics Workspace (PAW) Planning Analytics for Excel (PAx)
Improved TM1 Web Hierarchies for Planning Analytics
TM1 Server
Improvements
Planning Analytics for Excel
Planning Analytics Hierarchies
Hierarchies can easily answer questions such as: What are
my total sales by Product and Brand?
• The Sales cube has 7 dimensions, but there are 8
selections in the Exploration
• Hierarchies reduce reliance on custom Excel reports,
separate reporting cubes, and/or cluttered dimensions
with many alternate reporting consolidations
Product
Brand Color Size
16
Plan For Your Upgrade
• Windows 2016 vs Linux
• Prod, QA, Dev Environments
• Docker
• Cognos Analytics for CAM Security
• Removal of Terminal Services
• Licensing
17
New Planning Analytics Trial
• FREE Hosted Environment for 30 days
• Practice in PA
• QueBIT Prototypes and POCs
https://quebit.com/ibmPA
18
Demonstration
PAW Tips & Tricks
19
Questions
Submit questions by typing them in the
Questions Pane
on the GoToWebinar toolbar
Brian Moore bmoore@quebit.com
Colin Macdonald rmacdonald@quebit.com
www.quebit.com
IBM Planning Analytics Trial Offer
https://quebit.com/ibmPA

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Webinar December 2018 - Planning Analytics Workspace (PAW) Tips & Tricks - QueBIT Consulting

  • 1. 1 Trusted Experts in Analytics Planning Analytics Workspace (PAW) Tips & Tricks December 13, 2018
  • 2. 2 Presenters Brian Moore VP Consulting Services, West QueBIT Colin Macdonald PreSales Lead Consultant QueBIT
  • 3. 3 Housekeeping  Today’s webinar is part of an advanced webinar series offered by QueBIT. Our next webinar is scheduled for Thursday, January 10th at 2pm Eastern. Learn about the advancements in the Cognos Analytics 11.1 release. These changes will bring the power of artificial intelligence, machine learning, and advanced analytics to all Cognos Analytics users to empower, enlighten, and facilitate a new breed of boundless data explorers! Register today by accessing the Events page on our website at quebit.com/news-events  Today’s webinar is being recorded and attendees will receive the recording link within 24 hours  Miss a past webinar? No problem! Visit the Resources page on our website //quebit.com/who-we-are/video-catalog/  Please type all questions in the Question Pane located on the GTW toolbar. As time permits, the questions will be addressed and answered at the end of the webinar
  • 4. 4 900+ Successful Implementations 400+ Customers in numerous industries 100+ Employees across the US Award-winning leaders in analytics, 6 years in a row QueBIT is the leading end-to-end analytics provider.
  • 5. 5 POLL: Which of the following best describes your current TM1/Planning Analytics and PAW usage? • I’m already using PAW and looking for tips and tricks • I’m a Planning Analytics customer but have yet to implement PAW • I’m a TM1 customer and planning on upgrading to PA Local • I’m a TM1 customer and planning to migrate our TM1 system to IBM’s Cloud • You’ve lost me already!
  • 6. 6 Agenda • Planning Analytics Upgrade Basics • Timeline • Terminology • Upgrade Myths • Features and Benefits • Plan for your upgrade • *NEW* Planning Analytics Trial • Demo • Q&A New Version!
  • 7. 7 Timeline • TM1 10.2.2 support ENDS on Sept 30, 2019 • All previous versions are unsupported • Planning Analytics v2.0.1 initially released in Jan 2017 • v2.0.6 released on 10/5/18
  • 8. 8 Terminology Term Definition IBM Cloud Computers in data centers operated by IBM (Softlayer) Public Cloud Computers in data centers operated by other Cloud vendors e.g. Amazon, Microsoft Azure, Google etc. On-Premise Computers in YOUR own data center, or even under your desk PA Planning Analytics PA Local The flavor of PA that is NOT in the IBM Cloud. It could be On-Premises or you could rent a machine in the Public Cloud Planning Analytics for Excel (“PAx”) The new Excel add-in for Planning Analytics, an alternative to the Perspectives add-in for end users Planning Analytics Workspace (“PAW”) The new web based dash boarding and self service analytics tool for interacting with PA
  • 9. 9 Clarifications • TM1 and Cognos Express are NOT going away • TM1 rebranded as Planning Analytics (PA) and PA Express • PA/TM1 is not moving to a ‘Cloud Only’ model • All new releases are available for local installation • There are no additional costs for upgrade from TM1 to PA • PAW is a new product and requires upcharge for end users • PAW install is required for PAx; this config has no additional cost • Planning Analytics (alone) does not require training • Perspectives and Architect interfaces are identical
  • 10. 10 Minimal Upgrade Path PA Local Upgrade Continue to Provide Hardware Use 3rd Party Cloud Hosting Services PA Cloud Upgrade IBM PA Cloud License TM1
  • 11. What’s New in Planning Analytics? Planning Analytics Workspace (PAW) Planning Analytics for Excel (PAx) Improved TM1 Web Hierarchies for Planning Analytics TM1 Server Improvements
  • 12.
  • 14. Planning Analytics Hierarchies Hierarchies can easily answer questions such as: What are my total sales by Product and Brand? • The Sales cube has 7 dimensions, but there are 8 selections in the Exploration • Hierarchies reduce reliance on custom Excel reports, separate reporting cubes, and/or cluttered dimensions with many alternate reporting consolidations Product Brand Color Size
  • 15. 16 Plan For Your Upgrade • Windows 2016 vs Linux • Prod, QA, Dev Environments • Docker • Cognos Analytics for CAM Security • Removal of Terminal Services • Licensing
  • 16. 17 New Planning Analytics Trial • FREE Hosted Environment for 30 days • Practice in PA • QueBIT Prototypes and POCs https://quebit.com/ibmPA
  • 18. 19 Questions Submit questions by typing them in the Questions Pane on the GoToWebinar toolbar Brian Moore bmoore@quebit.com Colin Macdonald rmacdonald@quebit.com www.quebit.com IBM Planning Analytics Trial Offer https://quebit.com/ibmPA

Editor's Notes

  1. We’ve been around 18 years and care passionately about helping good companies become great, through our analytics solutions and service offerings. Our goal is to form longterm relationships with all of our customers and partner together on the continuing evolution towards strategic analytics We advise clients on analytics best practices and embed analytics into every day business processes. We’ve also been developing and implementing our own analytics products and solutions (mostly in conjunction with TM1) for over a dozen years. Please don’t just look to QueBIT for TM1 related services. Engage your QueBIT rep to review your strategic analytics roadmap and plans for 2019 and beyond. <Examples> Cash Flow, Operational data modeling, Predictive Demand
  2. New Version! As per the poll, a lot of customers on the call are still on TM1 so we’ll get things started with a walk through of the upgrade path and considerations on moving from TM1 to Planning Analytics and PAW Tell current PAW customers to take coffee break and return for the demo at :25 past the hour
  3. AGILE development cycle- PA Server releases every 4 months PAW and PAx updates every 4-6 weeks
  4. First 3 terms are the licensing options PA = TM1 PA Local and On Prem are synonomous
  5. Upgrade sooner so that you can start learning development, reporting and dashboarding in PA, PAW, and PAx Continuing to work with TM1, Perspectives, and Architect is like storing your data on Compact Discs
  6. Break after this slide for questions and Colin’s licensing review Colin: “As Brian mentioned, there will be changes in licensing if you decide to deploy Planning Analytics Workspace(PAW) to your end users and IBM is currently offering generous year end incentives that you may want to take advantage of. In addition, if your company is in the process of migrating applications to Cloud, you can reach out to your QueBIT rep to discuss the PA Cloud adoption program and the options for transitioning your current annual licensing structure over to the subscription based SaaS model for IBM’s PA Cloud offering. There will be a one time upcharge as this offering includes PAW for end users, followed by a recurring monthly fee based on you system and user needs”
  7. Fictitious consumer electronics company TM1Web- Facelift but mostly all the same buttons and menus Performance enhancements, iPad friendly, TM1 websheets can be embedded in PAW
  8. Free Form canvas for self service dashboarding Effective ‘Data Storytelling’ Linking various media types, weblinks, and style customization This will be the development interface in the future Like going from Windows 98 to Windows 10 Rules and TI editors iPad friendly
  9. Very similar to Perspectives and CAFÉ Integrated Excel interface- references live data repository from TM1 Optimized over WAN to improve performance for remote users Perspective Reports are compatible but do require testing Upgrade sooner rather than later Support for hierarchies using PAx Explorations which is somewhat similar to cube viewer (Perspectives does not support hierarchies)
  10. Upper right corner depicts that beyond the traditional Product Families rollup, it also makes sense to categorize products by Brand, Color, or Size Main data grid 8 boxes but only 7 dims Products dim is on Rows AND Columns Sparse but useful Hierarchies on rows tell us instantly that Samsung is outselling our other brands 2 to 1 Lower Right- user friendly attribute editor where values can be entered and updated which could then drive rollup updates via TI Process Also useful for maintaining historical hierarchy structures and ‘what-if’ reorganizations
  11. First 3 are for provisioning your on prem environment PAW utilizes Docker containerization technology which is native in Linux Docker CE vs EE, EE comes in a minimum bundle of 5 nodes CAM = Single Signon through your AD
  12. IBM and QueBIT have worked together on developing and testing this PA Trial offering Includes templates and blueprints