IBM Planning Analytics (TM1) Advisory — Excel & SharePoint Specialist
We're a small team using IBM Planning Analytics (TM1 v2.0.106.6) in a cloud-hosted environment, with Excel Add-in as our primary interface and files stored on Microsoft SharePoint. It works well for us — but we've hit some technical friction we need expert eyes on.
We're looking for an experienced TM1/Planning Analytics consultant to provide a focused technical assessment and practical recommendations across three specific areas:
What we need help with:
* Excel crashes when refreshing Quick Reports whilst another TM1-connected file is open — we need root cause analysis and a sustainable fix
* Quick Report connections dropping during simultaneous SharePoint collaboration — and faster recovery options than reverting file versions
* Session timeout configuration — whether it's possible to extend disconnect timeouts and introduce pre-disconnect warnings
Your background:
* Hands-on experience with IBM Planning Analytics / TM1 Excel Add-in (v2.0+)
* Solid understanding of SharePoint-based file management in a TM1 context
* Comfortable diagnosing Excel/TM1 connectivity and performance issues
* Able to provide a clear scoping of effort alongside recommendations
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