Overview

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.

Audience

Analysts

Prerequisites

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

Objective

Understanding IBM Planning Analytics data

Creating books

Creating and saving views

Changing the way data is displayed

Displaying specific members by using sets

Adding calculations to views

Highlighting exceptions by using conditional formatting

Entering data

Experimenting with data by using sandboxes

Working with spreadsheets online by using websheets

Formatting for reporting

Exploring data by using visualizations

Creating dashboards

Examining performance by using scorecards

Exporting data

Introduction to IBM Planning Analytics for Microsoft Excel

Creating websheets

AI Forecasting

Apps and Plans

Decision Optimization Overview

Course Outline

Understanding IBM Planning Analytics data

Creating books

Creating and saving views

Changing the way data is displayed

Displaying specific members by using sets

Adding calculations to views

Highlighting exceptions by using conditional formatting

Entering data

Experimenting with data by using sandboxes

Working with spreadsheets online by using websheets

Formatting for reporting

Exploring data by using visualizations

Creating dashboards

Examining performance by using scorecards

Exporting data

Introduction to IBM Planning Analytics for Microsoft Excel

Creating websheets

AI Forecasting

Apps and Plans

Decision Optimization Overview