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Status Not under consideration
Workspace Planning Analytics
Created by Guest
Created on Apr 27, 2018

Simplification and consistency of "Covert to" options in PAx

"Convert to Snapshot" in right click menu can be confused with "Convert To" option in PAx ribbon when then functionality is different. "Convert To" allows conversion to other types of reports while "Convert to Snapshot" saves values as static in the workbook. The use of the words "convert to" in the different areas within PAx can be confusing.

There is also inconsistencies between the wording in snapshot functionality, where the right click menu uses 'workbook/worksheet' where the PAx ribbon uses 'book/sheet'.

Suggestion is to combine 'Snapshot' and 'Covert To' options in both the PAx ribbon and the right click menu, and have consistent use of 'work/book' and 'work/sheet' throughout.
  • Admin
    Stuart King
    Reply
    |
    Jun 22, 2023

    This idea is no longer under consideration. The IBM Planning Analytics team is focusing on Universal Reports (Q3 2023) as the primary reporting mode. This will reduce the number of requirements to switch between report types.