£1,150.00

Price for this course

2 HOURS

Duration

Classroom IBM

Delivery

Available dates


Mon24Feb 20 TO Tue25Feb 20

Where

Tech Data
The Capitol Building, Oldbury
Bracknell
RG12 8FZ

Code

TR-583759
Mon24Feb 20 TO Tue25Feb 20

Where

Tech Data Online UK
Connection details will be communicated separately
Instructor Led
Online

Code

TR-583760
Mon24Feb 20 TO Tue25Feb 20

Where

Tech Data
2nd Floor, Broadwall House, 21 Broadwall Street
London
SE1 9PL

Code

TR-583761

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
  • Exploring data in Planning Analytics for Microsoft Excel
  • Create reports easily by using Quick Reports
  • Expanding and formatting members by using Dynamic Reports
  • Exploring TM1 functions
  • Creating Custom Reports
  • Entering Data in Planning Analytics for Microsoft Excel
  • Simplify tasks by using action buttons
  • Creating websheets

Course Outline

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



FAQs

What do I need to bring with me to my public class?

All required learning materials and equipment are provided in the classroom.

 

 

 

 

When do public training course fees have to be paid?

For public training classes payment must be received no later than three business days prior to the first day of class in order to remain in the class and confirm your seat. Failure to provide payment by this date may result in removal from the class, and/or late cancellation fees applied. You can submit payment in the form of a Purchase Order or credit card.

 

 

 

 

On-site (private) Course Pricing:

To find out more about On-site training e-mail us at enablement@agilesolutions.co.uk or call one of our offices.

 

 

 

 

What is the cancellation policy?

Requests for cancellations or date transfers need to be received at least ten (10) business days prior to the event start date in order to receive a full refund. If a cancellation or reschedule request is received less than ten (10) business days before the start date, the penalty of 100% of the cost of the course will be applied, resulting in no amount of the fee being refunded. Refunds will not be allowed for “no-shows” in our public training or IVA courses. This cancellation policy is strictly enforced.

 

 

 

 

What happens if Agile Solutions needs to cancel or reschedule a course?

Agile Solutions reserves the right to cancel events for any reason at any time. Cancellation liability for Agile Solutions, if Agile Solutions cancels the course, is limited to the return of course payment ONLY. Agile Solutions will not reimburse registrants for any other costs including but not limited to any travel cancellation fees or penalties, including airfare and hotel costs. PLEASE NOTE: If your registration status is either “Approved”, or “Pending Payment” you have not been confirmed for the class and it is recommended that you do not make any travel arrangements until you have received a confirmation e-mail letting you know the class and registration is confirmed.

 

 

 

 

How will I know if my course has been rescheduled?

Agile Solutions reserves the right to reschedule or cancel a course due to low enrollment or if necessitated by other circumstances. Agile Solutions will contact you via e-mail or phone to inform you of the change of schedule. Once you have been notified you may reschedule or receive a full credit. Agile Solutions shall not be liable for any other costs including but not limited to any non-refundable travel arrangements if a course is rescheduled or cancelled.