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

  • Course Code P8457G
  • Duration 2 days

Course Delivery

Virtual Learning Price

£1,450.00

excl. VAT

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Course Delivery

This course is available in the following formats:

  • Public Classroom

    Traditional Classroom Learning

  • Virtual Learning

    Learning that is virtual

Request this course in a different delivery format.

Course Overview

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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.

Virtual Learning

This interactive training can be taken from any location, your office or home and is delivered by a trainer. This training does not have any delegates in the class with the instructor, since all delegates are virtually connected. Virtual delegates do not travel to this course, Global Knowledge will send you all the information needed before the start of the course and you can test the logins.

Course Schedule

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Target Audience

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This course is intended for Analysts using Planning Analytics

Course Objectives

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At the end of the course, participants will be able to :
  • Use Planning Analytics Workspace
  • Use Planning Analytics for Microsoft Excel
  • Create analyses,
  • Enter data,
  • Create custom views and dashboards,
  • Build formatted reports and forms.

Course Content

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  • 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 Prerequisites

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

Follow on Courses

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P8462G IBM Planning Analytics: Design Design and Develop Models in Planning Analytics Workspace (v2.x)