IBM Planning Analytics: Analyze Data and Create Reports

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.

• Knowledge of your business requirements
• Basic knowledge of Microsoft Excel

• 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
• Decision Optimization Overview

Analysts