IBM Planning Analytics

IBM Planning Analytics goes beyond automating manual planning, budgeting and forecasting processes. It provides self-service analytics to all of your business users and helps them discover insights automatically. IBM TM1 technology serves as the cornerstone of IBM’s Planning Analytics offering, continuing to provide clients with the fastest and most scalable multi-dimensional data engine in the industry.

Planning Analytics Essentials

  • Prerequisites: Intermediate Excel Experience
  • Advanced Preparation: None
  • Level: Basic
  • Duration / Delivery: 1 Day
  • Classroom and Virtual
  • CPE Credits: 7 credits

The Planning Analytics Essentials course is designed to provide users with a primer on the core features of Planning Analytics. It includes an overview of the essential navigation skills within the excel client and key OLAP concepts through introductions to Cube Viewer, Data Spreading, and the power of set editor. The course focuses on user enablement through Planning Analytics for Excel functionality such as lists, explorations, quick, custom, and dynamic reports as well as add calculations to reports and setting Planning Analytics for Excel reporting options.

Planning Analytics Advanced Reporting

  • Prerequisites: Planning Analytics Essentials
  • Advanced Preparation: None
  • Level: Intermediate
  • Duration / Delivery: 1 Day
  • Classroom and Virtual
  • CPE Credits: 7 credits

The Planning Analytics Advanced Reporting course provides students with hands-on experience creating reports with Exploration Views, Quick Reports, and Dynamic Reports. We discuss the key features and uses for the major report types and apply them to real-life examples. Students will create asymmetric reports, add data filtering and member filtering, and learn how to enhance reports with dynamic formatting. Advanced topics include the capabilities of hierarchies, Planning Analytics for Excel functions, and calculation in exploration views.

Planning Analytics Workspace

  • Prerequisites: Planning Analytics Essentials
  • Advanced Preparation: None
  • Level: Intermediate
  • Duration / Delivery: 1 Day
  • Classroom and Virtual
  • CPE Credits: 7 credits

The Planning Analytics Workspace course teaches analysts and consumers how to analyze data, contribute to plans, and build compelling reports delivering greater insight into their business. Users will learn how to create a new book, edit dashboard properties, add a cube view, and change the way the data is displayed. Key topics covered include adding calculations to views, performing snap commands, entering data, and much, much more.