course overview
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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
Skills Gained
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
Prerequisites
Outline
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
If you need training for 3 or more people, you should ask us about onsite training. Putting aside the obvious location benefit, content can be customised to better meet your business objectives and more can be covered than in a public classroom. Its a cost effective option. One on one training can be delivered too, at reasonable rates.
Submit an enquiry from any page on this site and let us know you are interested in the requirements box, or simply mention it when we contact you.
All $ prices are in USD unless it’s a NZ or AU date
SPVC = Self Paced Virtual Class
LVC = Live Virtual Class
Our clients have included prestigious national organisations such as Oxford University Press, multi-national private corporations such as JP Morgan and HSBC, as well as public sector institutions such as the Department of Defence and the Department of Health.
