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

Analysts

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

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