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IBM Planning Analytics v2.1.x: Analyze Data and Create Reports
Course Description
Overview
This course teaches learners how to explore, analyze, and report on data using IBM Planning Analytics Workspace and related clients. Participants learn core Planning Analytics concepts—such as models, cubes, dimensions, views, and sets—and apply them to create interactive reports, dashboards, and formatted outputs.
The course combines conceptual instruction with guided, hands-on exercises that allow learners to practice real-world tasks, including creating books and views, formatting reports, entering and spreading data, applying calculations and conditional formatting, working with sandboxes, publishing websheets, and exploring forecasting results. These exercises reinforce best practices and help learners build confidence using Planning Analytics features in practical business scenarios.
The course reflects the current Planning Analytics Workspace v2.1.x environment while preserving content that remains valid from earlier v2.x releases. The course emphasizes effective analysis, reporting, collaboration, and planning techniques that learners can immediately apply in their own Planning Analytics implementations.
Objectives
- Explain how models, cubes, dimensions, and views relate
- Control how data is displayed using view actions and snap commands
- Add summary and member calculations to views
- Understand refresh behavior and recalculation timing
- Work with websheets in books
- Build interactive dashboards with widgets and selectors
- Export and share Planning Analytics content
- Run and interpret AI forecasts responsibly
- Understand Decision Optimization integration at a high level
Audience
Analysts
Prerequisites
- A general understanding of business analytics or performance management concepts
- Basic familiarity with IBM Planning Analytics terminology
- Experience navigating web-based applications
Participants should have the following:
Topics
Unit 1: Introduction and First Steps
- Explain how models, cubes, dimensions, and views relate
- Create and manage books
- Build and save views
- Identify and manage benched dimensions
- Create asymmetric views using targeted selecting
- Control how data is displayed using view actions and snap commands
Unit 2: Managing Views and Data
- Use static and dynamic sets effectively
- Add summary and member calculations to views
- Apply conditional formatting to highlight exceptions
- Enter and spread data correctly
- Interpret cell colors and data states
- Understand refresh behavior and recalculation timing
Unit 3: Formatting, Reports, and Dashboards
- Use sandboxes for safe experimentation
- Work with websheets in books
- Apply formatting best practices for reports
- Use visualizations to explore data
- Understand visualization limitations and requirements
Unit 4: Advanced Features
- Build interactive dashboards with widgets and selectors
- Configure synchronization correctly
- Create and interpret scorecards
- Export and share Planning Analytics content
- Understand Excel-based reporting options
Unit 5: Websheets, Forecasting, Applications and Plans, and Decision Optimization
- Publish and manage websheets
- Run and interpret AI forecasts responsibly
- Understand forecast quality indicators
- Work with applications and plans
- Understand Decision Optimization integration at a high level
Related Courses
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IBM Planning Analytics: Administer the Technical Environment - Local
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Planning Analytics v2.1.x: Analyze Data and Create Reports
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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; 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 payment confirmation from LearnQuest, you will be sent further access instructions and time limits for your course from IBM.
IMPORTANT!!! If your course provides access to a hands-on lab (Virtual Lab Environment), you will have a specific number of days (varies course by course) 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 log into your course. 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.
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