classtype

IBM Planning Analytics: Analyze Data and Create Reports
(v2.0.x)

Audience

This course is for analysts.

Prerequisites

  • Knowledge of your business requirements
  • Basic knowledge of Microsoft Excel

Key Topics

Understanding IBM Planning Analytics data
– Understanding models
– Understanding cubes
– Understanding dimensions
– Understanding views
– Understanding sets

Creating books
– Creating books
– Adding content
– Creating new sheets
– Saving, closing, and opening views

Creating and saving views
– Compare two views of the same cube
– Create new views
– Save a view

Changing the way data is displayed
– Move and filter dimensions
– Show different levels of detail
– Create an asymmetric view
– Display cells as percentages
– Add top or bottom filters
– Show attributes for dimension members

Displaying specific members by using sets
– Display existing sets
– Add, remove, and reorganize members in a set
– Find members by using searches and filters
– View attributes
– Save sets
– Edit a set

Adding calculations to views
– Add summary calculations
– Add member calculations
– Remove and rename calculations

Highlighting exceptions by using conditional formatting
– Apply conditional formatting
– Add an additional condition

Entering data
– Distribute data to multiple cells by using data spreading
– Enter and hold data using quick commands
– Copy and paste and use calculations
– Add a comment to a cell

Experimenting with data by using sandboxes
– Creating sandboxes
– Comparing sandboxes
– Committing data and deleting sandboxes

Working with spreadsheets online by using websheets
– Find and add websheets to your book
– Explore websheets

Formatting for reporting
– Creating a new view
– Formatting the view for reporting

Exploring data by using visualizations
– Examine different visualizations
– Customize a visualization

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

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