Prepare the objects
Open your workbook in Edit mode and select the formatted object. If you want to reuse several items together, select them and create a group first.
IBM PLANNING ANALYTICS · WORKBOOKS · PINS
Pin it once.
Use it again.
Your heading is ready and your selectors are formatted — and the next tab needs the same layout? With pins in Planning Analytics Workspace, you can reuse prepared objects instead of adding and formatting them again.
The short answer
In Edit mode, select the object and click the Pin icon. On the destination tab, open Pins and add the object. To reuse several objects together, group them before pinning.
Florian KaiserIBM Planning Analytics consultant
Read the video summary
The video shows a workbook with a heading, selectors and a cube view. In Edit mode, select an object and pin it. On a new tab, find it in Pins on the left and insert it with its formatting. To reuse several objects together, group them first and then pin the group.
IN PLANNING ANALYTICS WORKSPACE
From a finished object to the next page.
Pin the object or group
Click the Pin icon in the toolbar. The selected object or group is then available in Pins on the left-hand side.
Insert on the destination tab
Go to the destination tab and open Pins. Click the saved item or drag it onto the canvas. Check its position and settings for this page.
A WORKBOOK EXAMPLE
Design your page header once.
Several tabs need the same heading and selectors. Reuse the prepared group instead of rebuilding each item.
Your page header is ready.
The heading and selectors are already arranged and formatted.
Pin them as a group.
Select the items, group them and pin the group.
Reuse on the next page.
Insert the group from Pins. Reuse the prepared layout and adapt it for the new page.
COMMON QUESTIONS
Any questions?
Which items can I pin?
Examples include views, visualisations, selectors, images and other workbook objects. The video also shows how to reuse several items as a group.
Do I need to be in Edit mode?
You need Edit mode to insert a pinned item. Pinning is also possible in consumption mode if the corresponding book setting is enabled. The steps above use Edit mode throughout.
Can I use pins in other workbooks?
Yes. Open the destination workbook in Edit mode and insert the item from Pins.
KEEP LEARNING
More Planning Analytics tips.
Florian KaiserPlanning Analytics consultantSUPPORT FOR YOUR TM1 MODEL
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