Excel Reports
We’re the experts in corporate financial management and business analytics you’ve been searching for.
Our team of talented accountants can help you find and use the tools you need to make your budgeting, forecasting analysis and reporting world class.
How to use DefineCalc to Create a User Defined Calculation
One of the most useful features of TM1 is the ability for users to create custom rollups, by way of User Defined Consolidation (UDC). Unfortunately, this feature is only available…
How to Get an Element ID from an Alias in an TM1 Excel Report
Have you ever needed to derive the primary element name from a TM1 alias in Excel? Essentially, do the equivalent of DimensionElementPrincipalName (a TI and Rule function) in a TM1…
ViewConstruct TM1 Function: Syntax and Use
TM1 views can be very slow to regenerate after data has been loaded or rules modified. This, in turn, can be extremely frustrating for users who are used to the…
Thousands Format an Excel Report
When we are creating a report with Excel we often want to show values in thousands. So by that I mean we might have data that are sourced as dollars…
Cell Annotations in Planning Analytics for Excel
Planning Analytics has a cell annotation function where you can add notes to any cell in any cube. Annotations are great for recording why a value was changed. They essentially…
Planning Analytics for Excel (PAX) Ribbon Not Visible
Have you ever opened Excel and expected to see the Planning Analytics for Excel ribbon to be there and it wasn’t? Or The PAX toolbar is present, but you are…
TM1 Excel Reporting Best Practices – Control Tab
Excel is still the tool of choice for TM1 users to create reports and forms. They can be opened directly in Perspectives or Planning Analytics for Excel or via the…
Creating a Dynamic Print Area in a Dynamic Report in TM1
I was working on a Dynamic Report today and needed to have some selection criteria visible at the top of the report that I did not want to print. Easy…
How to Take a Snapshot in Planning Analytics for Excel
Planning Analytics for Excel (or PAX) provides an Excel based interface to TM1 data. It provides a highly flexible environment for users to create their own reports from TM1 data…
How to Use Excel Dates as Serial Dates in TM1
TM1 dates and Excel dates have been in conflict since the birth of TM1. TM1 used a serial number of 1 for its start date of 1-Jan-1960, while in Excel…
Need help with TM1?
We're here for you
Keen to chat? Book a discovery call!
