Contains PDF course guide, as well as a lab environment where students can work through demonstrations and exercises at their own pace. This course is designed to teach analysts how to use IBM Planning Analytics to analyze data to discover trends and exceptions, create and customize reports and templates, and contribute data to plans. Through a series of lectures and hands-on activities, you will learn how use Planning Analytics Workspace and Planning Analytics for Microsoft Excel to create analyses, enter data, create custom views and dashboards, and build formatted reports and forms.

Version:

v2.0.x

Audience:

Analysts

Objectives:

Detail:

Creating dashboards
? Adding and reusing objects
? Synchronizing objects
? Navigating the book and perform tasks by using buttons
? Changing the appearance of a view
? Hiding information
? Proven Practices for Dashboards Examining performance by using scorecards
? Reading scorecards
? Adding scorecards to a book Exporting data
? Exporting a view to Microsoft Excel Introduction to IBM Planning Analytics for Microsoft Excel
? Examining report types Exploring data in Planning Analytics for Microsoft Excel
? Connect to a system, and add an Exploration
? Display different dimension members
? Modify and save the view Create reports easily by using Quick Reports
? Convert an Exploration to a Quick Report
? Drag a view to add a Quick Report
? Synchronize reports by using cell referencing
? Change members on rows or columns
? Add columns or rows and apply styles
? Apply custom formatting Expanding and formatting members by using Dynamic Reports
? Create and explore a Dynamic Report
? Formatting the Dynamic Report
? Rebuild the Dynamic Report Exploring TM1 functions
? Examine the TM1 functions in a Dynamic Report
? Derive rows based on saved sets
? Derive rows based on MDX
? Create custom format definitions
? Create custom columns
? Add new sections and multiple Dynamic Reports to a single sheet Creating Custom Reports
? Create two custom reports
? Combine the two reports Entering Data in Planning Analytics for Microsoft Excel
? Entering data in cube viewer
? Entering data in Dynamic Reports
? Entering data in Explorations and Quick Reports
? Using Sandboxes to experiment with data Simplify tasks by using action buttons
? Enable action buttons
? Add an action button to navigate to another worksheet
? Edit an action button
? Create an action button that rebuilds a worksheet Creating websheets
? Publish a websheet
? Manage websheets
? Add the websheet to a Planning Analytics Workspace book

Pre-Requisites:

Knowledge of your business requirementsBasic knowledge of Microsoft Excel