Webinar December 2018 - Planning Analytics Workspace (PAW) Tips & Tricks. 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.
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
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
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
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
AGILE development cycle-
PA Server releases every 4 months
PAW and PAx updates every 4-6 weeks
First 3 terms are the licensing options
PA = TM1
PA Local and On Prem are synonomous
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
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”
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
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
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)
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
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
IBM and QueBIT have worked together on developing and testing this PA Trial offering
Includes templates and blueprints