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Link and Refresh TM1 View in Excel Perspective.

Posted: Thu Jun 30, 2016 3:52 pm
by initm1
Hi everyone, I am a tm1 perspective user. How can I link and Refresh TM1 View in Excel Perspective so that all new elements (if any) gets refreshed from my Excel itself?
How can i accomplish this?

Thanks
Felix

Admin note: Moved to the correct forum

Re: Link and Refresh TM1 View in Excel Perspective.

Posted: Thu Jun 30, 2016 8:45 pm
by declanr
Using an Active Form is probably the most straight forward solution for perspectives; note that only rows will update dynamically.
Cafe is also an option if you can move away from perspectives.

Re: Link and Refresh TM1 View in Excel Perspective.

Posted: Thu Jun 30, 2016 8:52 pm
by Alan Kirk
declanr wrote:Using an Active Form is probably the most straight forward solution for perspectives; note that only rows will update dynamically.
Cafe is also an option if you can move away from perspectives.
In addition to what Declan said... if you use an active form make sure that you use a named subset (one which is either dynamic (MDX) or updated regularly) for the rows dimensions. If you just select a list of elements, those elements are embedded in a hidden sheet in the workbook and will therefore be static.

I was going to point to the relevant section of the online documentation but it looks like IBM has implemented a Shiny! New! Interface! for the online version and in the process has completely and utterly forked up the links to everything except the release notes and installation guide. Thankfully the Downloads page has yet to be broken by IBM's l33t HTML skillz. So far. Make sure that you have copies of the documentation downloaded; you can scan through to find the relevant section on active forms.

Re: Link and Refresh TM1 View in Excel Perspective.

Posted: Fri Jul 01, 2016 5:40 am
by gtonkin
Have a look at this post too for some guidelines on using Active Forms.

Re: Link and Refresh TM1 View in Excel Perspective.

Posted: Fri Jul 01, 2016 5:41 am
by initm1
This helps. Thanks guys. Have a good day ahead!