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

Learn how to use IBM Planning Analytics.

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.

GK# 3570 Vendor# P8357G
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Is This The Right Course?

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

Who Should Attend?

Analysts

What You'll Learn

You will learn 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.

Course Outline

Examine TM1 Components

  • Review performance management
  • Understand how TM1 enables performance management
  • Identify the TM1 user community
  • Describe the components of TM1

Customize Cube Views in IBM Cognos TM1

  • Understand the solution a model represents
  • View cube data from difference perspectives
  • Use aliases to display alternate element names
  • Filter subsets to view only specific elements
  • Differentiate between static and dynamic subsets
  • Add user-defined consolidations in subsets

Enter and Spread Data

  • Edit individual cells
  • Store private data in sandboxes
  • Spread data to multiple cells at once
  • Exclude cells from being adjusted
  • Enter data quickly using shortcuts

Analyze Data using IBM Cognos Analysis for Microsoft Excel

  • Connect to TM1 from within Microsoft Excel
  • Explore and analyze a TM1 cube
  • Build complex reports showing multiple cubes and views
  • Change data and commit it back to TM1

Analyze Data using IBM Cognos TM1 Perspectives

  • Use slices and snapshots to export TM1 data to Microsoft Excel
  • Retrieve and send data to TM1 using TM1 worksheet functions
  • Create reports in Microsoft Excel and PDF formats

Create Dynamic Reports with Active Forms

  • Create interactive reports and data input templates using Active Forms
  • Customize Active Forms using TM1 Functions
  • Apply formatting to Active Forms
  • Add Action buttons to enhance functionality

Contribute to Plans using TM1 Applications

  • Explain the different application types and connection modes
  • Identify application user roles and workflow states
  • Enter data using shortcuts and spreading
  • Submit and reject data
  • Populate an application with external data by using IBM Cognos Insight

Analyze and Enter Data in IBM Cognos Insight

  • Describe the uses of IBM Cognos Insight
  • Import data into a workspace
  • Explore and restructure data
  • Add calculations and highlight exceptions
  • Design a compelling workspace

Explore Data and Edit Subsets in TM1 Web

  • Work with a TM1 cube view on the Web
  • Build simple and complex subsets in TM1 Web

Organize and Distribute Content (Optional)

Workshop (Optional)

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