Detailed 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