Identify your task
Want to create a dimension or edit a TI process? That is a modelling task. To compare figures or enter a plan, you work with the model’s data.
IBM PLANNING ANALYTICS · MODELLING · REPORTING
Workbench or workbook.
Where you model. Where you plan.
Both belong to IBM Planning Analytics Workspace, but serve different purposes. In the Modeling Workbench, you develop and maintain your data model. In a workbook, you arrange views, input screens and dashboards for everyday work.
The short answer
Workbench: work with cubes, dimensions, rules, processes and chores. Workbook: analyse data, enter plan values and design reports. Here, workbook means a book in PAW. The actions available to you also depend on your permissions.
Florian KaiserIBM Planning Analytics consultant
Read the video summary
Want to create a dimension or edit a TI process? That is a modelling task. To compare figures or enter a plan, you work with the model’s data. Open the Modeling Workbench and the database you need. Work on model objects such as dimensions, cubes, rules and processes here. Open or create a workbook. Combine cube views, charts and selectors into a useful interface. This turns the model into a planning or reporting application.
IN PLANNING ANALYTICS WORKSPACE
Step by step.
Work on the model in the workbench
Open the Modeling Workbench and the database you need. Work on model objects such as dimensions, cubes, rules and processes here.
Present the analysis in a workbook
Open or create a workbook. Combine cube views, charts and selectors into a useful interface. This turns the model into a planning or reporting application.
IN PRACTICE
One planning model. Two workspaces.
Sales planning example: build the structure in the workbench, then let the team use it in a workbook for data entry and analysis.
Create products and months.
Maintain dimensions and the sales volume cube in the workbench.
Set up imports and calculations.
Processes load data; rules implement the calculations you need.
Plan and compare.
In the workbook, the team enters plan values and compares results.
COMMON QUESTIONS
Any questions?
Does workbook mean an Excel file here?
No. Here, workbook means a book in Planning Analytics Workspace. Excel and the PAfE add-in provide a separate way to work with Planning Analytics.
Can I also view cube data in the workbench?
Yes. Cube views help you inspect a model there. Books let you arrange views and other content into planning and reporting interfaces.
Can every user edit the model?
No. Access to features, model objects and data depends on roles and permissions. Opening a workbook does not automatically grant modelling rights.
KEEP LEARNING
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Florian KaiserPlanning Analytics consultantSUPPORT FOR YOUR TM1 MODEL
A model that is easy to navigate.
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