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IBM Planning Analytics: Analyze Data and Create Reports (v2.x)
Course Description
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.
Objectives
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
Audience
Analysts
Prerequisites
- Knowledge of your business requirements
- Basic knowledge of Microsoft Excel
Topics
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
Recognition
When you complete the Instructor-Led version of this course, you will be eligible to earn a Training Badge that can be displayed on your website, business cards, and social media channels to demonstrate your mastery of the skills you learned here.
Learn more about our Data Reporting Badge Program →Related Courses
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IBM Planning Analytics: Analyze Data and Create Reports (v2.x)
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Self-Paced Training Info
Learn at your own pace with anytime, anywhere training
- Same in-demand topics as instructor-led public and private classes.
- Standalone learning or supplemental reinforcement.
- e-Learning content varies by course and technology.
- View the Self-Paced version of this outline and what is included in the SPVC course.
- Learn more about e-Learning
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Self-Paced Training Terms & Conditions
THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 365 DAYS TO ACCESS THE COURSE.
This is a Self-Paced virtual class; it is intended for students who do not need the support of a classroom instructor. If you feel you would better benefit from having access to a Subject Matter Expert, please enroll in the Instructor-Led version instead. Minimal technical support is provided to address issues with accessing the platform or problems within the lab environment.
Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form. Self-Paced Virtual Classes are non-refundable. Once you purchase a Self-Paced Virtual Class, you will be charged the full price.
After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.
Upon receipt of the Order Confirmation Letter which includes your Enrollment Key (Access code); the course begins its twelve (12) month access period. IMPORTANT!!! If your course provides access to a hands-on lab (Virtual Lab Environment), you will have a specific number of days (typically 30 days) on the remote lab platform to complete your hands-on labs. Do not start your lab until you are ready to use your lab time effectively. Time allotted in the virtual lab environment will be indicated once you apply the enrollment key. The self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.
If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system. Note: This does not add additional days to your Lab Environment time frame.
Click the Skytap Connectivity Test button to ensure this computer's hardware, software and internet connection works with the SPVC Lab Environment.
Click the Skytap Connectivity Documentation button to read about the hardware, software and internet connection requirements.
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