What does this PPS Planning workflow action mean?

Workflow handles jobs, cycles, assignments and more. In keeping with my focus on the PPS Planning Business Client (aka Add-In for Excel), this post will just cover those actions related to assignments. In keeping with my new analogy of describing workflow as the paper/check-based banking system I’ll try to use some comparisons as well, although…

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HOWTO: Select a time range that is dynamic (updates over time for a rolling forecast)

There are 2 kinds of ranges that the PPS Planning Member Picker supports: 1) From the selected member to an offset from current period (or vice versa). 2) Or from an offset from the current period to another offset from the current period. (It’s also possible to simply use an offset from the current period…

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HOWTO: Hide filters for dimensions that confuse users

For data entry forms (and even some reports) its pretty important to keep contributors focused on their specific task. Its especially easy for users who are not familiar with OLAP or PPS to be confused by some things: “TimeDataView” and “Business Process” are two dimensions in particular that are just not relevant to expose to…

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What does this status "xyz" mean for my assignments?

Workflow in PPS Planning is completely asynchronous. This allows the server side to scale and handle many, many simultaneous submissions, job requests etc. Its possible to add more server’s to the pool that handles this asynchronous queue. From the add-in perspective there are 2 things that interact with workflow: Jobs and Assignments. How Jobs work…

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What does the error "filter selection for dimension XYZ is not in the filter scope"?

This is a confusing error for users and form authors alike, especially since the add-in help does not have a glossary entry for "filter scope". I fear I came up with the error text, so I apologize. So to hopefully rectify this situation, we have this post. (Plus technically its not an error, it’s a…

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HOWTO: Make 1 filter control more than 1 matrix

A common request by form authors is to create a “start here” worksheet page where contributors can change some global filters. Then they advance to other worksheets in the workbook to do their actual data entry. Other times authors just want to link multiple matrices so that changing the filter on matrix A also changes…

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Why not use the "where clause" for filters instead of "on pages"?

Short answer: In SP1 the PPS Planning add-in will use the where clause and life for MDX experts will be back to normal.* Long answer: Because of the extra properties needed for writeback. The CellSet returned by AdoMd.Net does not return member properties for members specified in the where clause. What additional properties the add-in…

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HOWTO: Show numbers as 1,000s in Excel

This time there’s nothing really specific about PPS. It’s more of an Excel post actually…  I’ve seen this a few times. Sometimes the data form authors want to show is big, and they want to show 1 instead of 1000 or 1 instead of 1000000. There are a bunch of complicated games you an play…

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HOWTO: Show actuals from the past while forecasting for the future

Also phrased: How can I create an “asymmetric crossjoin” without using custom MDX? MDX experts will probably recognize this issue right away and understand how to build a matrix from scratch for this. But not everybody recognizes that the add-in has specific support for this scenario. It’s called “defining member intersections” and it can be…

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"Report" authoring and PPS Planning Business Client

Sorry this isn’t a super technical post, most of this information should be pretty well known by now. Ah the glory of having your own blog: you get to say a lot of junk that everybody already knows but you repeat anyway just to sound important….   Off hand there are 6-ish ways I can…

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