Global Knowledge

IBM Planning Analytics: Analyze Data and Create Reports (V2.0.x)

Par Global Knowledge


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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