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IBM Data Platform Ideas Portal for Customers


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Status Under review
Workspace Planning Analytics
Created by Guest
Created on Jul 9, 2025

Create report in new workbook (from viewer)

Currently, when you create an excel report from the cube viewer, it opens a sheet in the existing workbook.  In our case, we have a Revelwood solution as our landing page and are unable to change sheets - so users are unable to get back to the landing page without shutting everything down and reopening Planning Analytics for Excel.  My suggestion is to give users the option to open the sheet in a new workbook (or default to a new workbook) rather than having to remember to open a blank workbook to create the view and then the report.

This would be similar to the report buttons in Perspectives where it would just export the data on a new Excel workbook.

Needed By Not sure -- Just thought it was cool
  • Guest
    Oct 14, 2025

    Needed by should be updated to "yesterday". Setting should be in the Pafe options. Regardless of Revelwood landing page, this was a nice feature in Perspectives that should have been carried over to Pafe. The work around is to have the user first select the workbook they want to export to (regardless of what workbook the cube viewer was opened from), but that involves unnecessary mouse clicks.