Understanding IBM Planning Analytics data
Understanding sets
Creating books
Saving, closing, and opening views
Creating and saving views
- Compare two views of the same cube
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
- Add, remove, and reorganize members in a set
- Find members by using searches and filters
Edit a set
Adding calculations to views
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
Committing data and deleting sandboxes
Working with spreadsheets online by using websheets
- Find and add websheets to your book
Explore websheets
Formatting for reporting
Formatting the view for reporting
Exploring data by using visualizations
- Examine different visualizations
Customize a visualization
Creating dashboards
- Adding and reusing objects
- Navigating the book and perform tasks by using buttons
- Changing the appearance of a view
Proven Practices for Dashboards
Examining performance by using 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
- Create custom format definitions
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
- Add an action button to navigate to another worksheet
Create an action button that rebuilds a worksheet
Creating websheets
Add the websheet to a Planning Analytics Workspace book