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What's coming next in IBM Planning Analytics 2.0.94 SC

News


Abstract

The following updates are available in release 2.0.94 of Planning Analytics Workspace.

Content

What's new in books and reporting
The following new and changed features in books and reporting are available in Planning Analytics Workspace 2.0.94.

Fields panel now available for explorations

The Fields panel is now available for explorations in books. Previously, you could not use the Fields panel to manage settings for explorations.

Screenshot shows an open fields panel for an exploration

All of the actions that are available in the Overview area of an exploration are supported in the Fields panel, except Move to bench.

Select an exploration and go to Fields to open the fields settings. Dimensions that are in the Context area of the exploration appear under Filters in the Fields panel. You can drag dimensions from Filters to the Row and Column fields.

Click the More icon next to a dimension in the Row or Column field to edit the set, remove the hierarchy, create a subset calculation (set consolidations), and customize sets. You can also add a Selector list, Selector tile, or an Advanced selector widget to the book from this menu.

Menu options display from the row in the Fields panel

Decorative

Use the new Format manager to format cube views

All formatting options for the cube viewer are now consolidated into the new Format manager.

Formatting options that were previously under Format values in the toolbar, cube view menus (Formats, Cells alignment, Member alignment, and Conditional rules), and Visualization properties (Data cells, Row header, and Column header sections) can now all be accessed in the Format manager.

Important: The new Format manager is subject to enablement by a Planning Analytics Workspace administrator. If an administrator does not explicitly enable the new Format manager feature, all cube viewer formatting options remain in their existing locations until the enablement release for this feature.

Format manager that was opened from the cube viewer toolbar

You can apply and manage the following formats for a view and members in the current view:

View
  • Cell color for data cells, row headers, and column headers
  • Data formats for data cells
  • Font and string formats for data cells, row headers, and column headers

Note: When you set formats in a view, you can inherit formatting from data cells and apply it to row or column headers.

Member
  • Data formats for data cells
  • Font and string formats for data cells and header cells
  • Member cell alignment
  • Conditional rules for members

Note: When you set formats for a member, you can inherit formatting from the view and apply it to the data or header cells.

You can access the Format manager from the cube view toolbar. The Format values icon in the toolbar was repurposed for the Format manager in this release.

Format manager icon on the toolbar

Right-click a member in the view and select Member format to jump right into the member formatting options.

Note: You can no longer clear applied formatting from the right-click menu. Instead, use Format manager or Member format to clear or change formats.

You can manage the availability of Format manager through the Toolbar icon settings in the Properties panel. Disable Format manager under Properties > Custom > Toolbar if you don't want users to see the Format manager icon in the cube viewer toolbar.

Decorative

Create multivariate forecasts

You can now create both univariate and multivariate forecasts in Planning Analytics Workspace

Forecast button showing univariate and multivariate options

A univariate forecast predicts the future values of a single variable based on historical data, using the Holt-Winters model. This is the type of forecast that has been available in Planning Analytics Workspace prior to 2.0.94.

A multivariate forecast takes into consideration multiple time-dependent variables. The forecast model looks not only at historical data, but also the dependencies between the specified variables to create a forecast. The selected variables play a significant role in driving the forecast results. Therefore, it is important to select variables that have high correlation with the historical data.

Multivariate forecasting uses one of two models, vector auto-regressive (VAR) and auto-regressive integrated moving average (ARIMAX). If the historical data consists of less than 64 data points, VAR is used. If future values are included in the forecast, ARIMAX is used. If the historical data consists of more than 63 data points, but future values are not included in the forecast, then the optimal model is used. You have the option to include or exclude future values when you configure your forecast.

Note that neither multivariate model is seasonal. If your data is highly seasonal, then univariate forecasting is recommended.

The variables for a multivariate forecast can be selected from different cubes on the same Planning Analytics database, as long as both the historical cube and the variable cube use the same time dimensions. Time dimensions are the dimensions placed in the columns position of a view to represent a continuous set of data points.

When you generate and preview a multivariate forecast, visualizations are created for the member or members that are the target of the forecast, as well as the variables that contribute to the forecast calculation. For example, if you create a forecast for precipitation that considers pollution and humidity as influential variables, you'll get one visualization with historical and forecast values for precipitation. You'll also see separate visualizations for pollution and humidity that can help you understand how these variables influence the precipitation forecast.

A forecast for precipitation that is influenced by humidity and pollution variables


What's new in plans and applications
The following new and changed features in plans and applications are available in Planning Analytics Workspace 2.0.94.

Open a specific tab as default in book assets

You can now set a tab to open by default in book assets in Applications and Plans.

To specify a default tab, make a selection under the new Default tab option on the Assets page when you attach a book to a section or a task.

Default tab option that allows you to set a specific tab in a book to open by default


What's new in modeling
The following new and changed modeling features are available in Planning Analytics Workspace 2.0.94.
 

Change multiple parameter types in the process editor

You can now change the type of multiple parameters in the process editor simultaneously.

To change the type of multiple parameters:
  1. In Data and Models open a workbench.
  2. In Databases, select a database and then click on a process.
  3. In the Process editor, click the Parameters tab.
  4. Click the check box for the parameters you want to change the Type of. You can also click the check box for Parameter name to select all the parameters in the list.
  5. Click String ᵃᵇᶜ or Numeric ¹²³ to change all the selected parameters to that Type. Your changes will be reflected in the Type column.

Process editor parameters


What's new in administration

The following new and changed administration features are available in Planning Analytics Workspace 2.0.94.

View failed database requests in a separate list

You can now view failed self-service database requests in Planning Analytics Administration. 

A new tab named Service requests is available on the Databases page. This tab contains a list of failed self-service database requests. You can sort the Service requests list by description or by the date the requests were created.

Failed service request list in planning analytics administrator

When you click a failed request, the Details panel displays the status of the request, who made the request, when the request was made, and why the request failed.

Details of a failed service request

You can click the Delete icon to delete a request on the Service requests tab. A notification appears when the request has been successfully deleted.

Decorative

Manual database backups limit enforced in Planning Analytics Administration (Planning Analytics as a Service only)

The number of manual database backups that you can save for a database is limited by your license tier.

License tier Maximum saved manual database backups
Essential 2
Standard 5
Premium 10

If you attempt to save a manual backup when you already have the maximum backups saved, you are notified and requested to delete an existing backup.

Backup exceeds limit warning



Deprecation notices

The following deprecation notices are applicable to Planning Analytics Workspace 2.0.92.

End of support for Planning Analytics Workspace Local on Red Hat Enterprise Linux 7 (Local only)

Support for Planning Analytics Workspace Local on Red Hat Enterprise Linux 7 will end in June 2024. This coincides with Red Hat's announced end of maintenance support for Red Hat Enterprise Linux 7. For more information, see https://www.redhat.com/en/blog/end-maintenance-red-hat-enterprise-linux-7-almost-here.

Planning Analytics Workspace Local versions 2.0.70 and later are supported on Red Hat Enterprise Linux version 8.

Planning Analytics Workspace Local versions 2.0.93 and later are supported on Red Hat Enterprise Linux version 9.

Decorative

End of support for Planning Analytics Workspace Local on Windows Server 2016 (Local only)

Support for Planning Analytics Workspace Local on Windows Server 2016 will end in 2024.
This is in accordance with Microsoft's announced end of Mainstream Support for Windows Server 2016 as of January 11, 2022. For more information, see https://learn.microsoft.com/en-us/lifecycle/products/windows-server-2016.

Planning Analytics Workspace Local versions 2.0.74 and later are supported on Windows Server 2019.

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Document Information

Modified date:
12 March 2024

UID

ibm17130162