IBM Planning Analytics Design and Develop Models in Planning Analytics Workspace V2.0.x SPVC J1362G

5 days


This course is designed to teach modelers how to build a complete model in IBM Planning Analytics using Planning Analytics Workspace. Through a series of lectures and hands-on exercises, students will learn how to set up dimensions and cubes, manually enter data into these structures, and define the data that users can see. Students will also learn how to transfer data into the IBM Planning Analytics model, including the use of TurboIntegrator scripts to perform data transfer. In addition, the course outlines how to customize drill paths, convert currencies, and model for different fiscal requirements.


Data Modelers

Skills Gained

Overview of IBM Planning Analytics

  • Modeling in IBM Planning Analytics: overview
  • IBM Planning Analytics: data tier
  • In-memory data storage
  • Calculating versus caching data
  • Important files in TM1 Create dimensions
  • What is a dimension?
  • What are weights?
  • Time dimensions
  • Member attributes
  • Hierarchies Load and maintain data
  • What is TurboIntegrator?
  • Defining data sources and process parameters in TurboIntegrator
  • Validate and run processes
  • TurboIntegrator chores Add business rules
  • What are rules?
  • How do you create a rule?
  • Review rule processing
  • Use a rule to override aggregation
  • Use a function in a rule Optimize rule performance
  • Understanding consolidations and sparsity
  • Optimize your rules using SKIPCHECK
  • Describe a feeder statement
  • Using feeder statements
  • Inter-cube feeders
  • Feeding string rules Transfer data into your model
  • Link cubes with different dimensions
  • Review TurboIntegrator
  • Dealing with data
  • Use IBM Planning Analytics as a data source
  • Tips for scripting in TurboIntegrator Customize drill paths
  • View related data
  • Create a drill path Use rules for advanced modeling
  • Describe a virtual cube
  • Utilize a lookup cube
  • Use attributes in rules Convert currencies
  • Converting currency: overview
  • Review control cubes Model for different fiscal requirements
  • Understanding time
  • Discrete time dimensions
  • Continuous time dimensions

Develop a continuous time model


  • Knowledge of your business requirements
  • IBM Planning Analytics: Analyze Data and Create Reports (V2.0.x)

Course Outline

Understanding IBM Planning Analytics data

  • Understanding models
  • Understanding cubes
  • Understanding dimensions
  • Understanding views

Understanding sets

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

Related Courses


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