Schulung - IBM P8357G - IBM Planning Analytics: Analyze Data and Create Reports (V2.0.x)

Course Outline

Understanding IBM Planning Analytics dataUnderstanding modelsUnderstanding cubesUnderstanding dimensionsUnderstanding viewsUnderstanding sets

Creating booksCreating booksAdding contentCreating new sheetsSaving, closing, and opening views

Creating and saving viewsCompare two views of the same cubeCreate new viewsSave a view

Changing the way data is displayedMove and filter dimensionsShow different levels of detailCreate an asymmetric viewDisplay cells as percentagesAdd top or bottom filtersShow attributes for dimension members

Displaying specific members by using setsDisplay existing setsAdd, remove, and reorganize members in a setFind members by using searches and filtersView attributesSave setsEdit a set

Adding calculations to viewsAdd summary calculationsAdd member calculationsRemove and rename calculations

Highlighting exceptions by using conditional formattingApply conditional formattingAdd an additional condition

Entering dataDistribute data to multiple cells by using data spreadingEnter and hold data using quick commandsCopy and paste and use calculationsAdd a comment to a cell

Experimenting with data by using sandboxesCreating sandboxesComparing sandboxesCommitting data and deleting sandboxes

Working with spreadsheets online by using websheetsFind and add websheets to your bookExplore websheets

Formatting for reportingCreating a new viewFormatting the view for reporting

Exploring data by using visualizationsExamine different visualizationsCustomize a visualization

Creating dashboardsAdding and reusing objectsSynchronizing objectsNavigating the book and perform tasks by using buttonsChanging the appearance of a viewHiding informationProven Practices for Dashboards

Examining performance by using scorecardsReading scorecardsAdding scorecards to a book

Exporting dataExporting a view to Microsoft Excel

Introduction to IBM Planning Analytics for Microsoft ExcelExamining report types

Exploring data in Planning Analytics for Microsoft ExcelConnect to a system, and add an ExplorationDisplay different dimension membersModify and save the view

Create reports easily by using Quick ReportsConvert an Exploration to a Quick ReportDrag a view to add a Quick ReportSynchronize reports by using cell referencingChange members on rows or columnsAdd columns or rows and apply stylesApply custom formatting

Expanding and formatting members by using Dynamic ReportsCreate and explore a Dynamic ReportFormatting the Dynamic ReportRebuild the Dynamic Report

Exploring TM1 functionsExamine the TM1 functions in a Dynamic ReportDerive rows based on saved setsDerive rows based on MDXCreate custom format definitionsCreate custom columnsAdd new sections and multiple Dynamic Reports to a single sheet

Creating Custom ReportsCreate two custom reportsCombine the two reports

Entering Data in Planning Analytics for Microsoft ExcelEntering data in cube viewerEntering data in Dynamic ReportsEntering data in Explorations and Quick ReportsUsing Sandboxes to experiment with data

Simplify tasks by using action buttonsEnable action buttonsAdd an action button to navigate to another worksheetEdit an action buttonCreate an action button that rebuilds a worksheet

Creating websheetsPublish a websheetManage websheetsAdd the websheet to a Planning Analytics Workspace book

Objective

• 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
• Exploring data in Planning Analytics for Microsoft Excel
• Create reports easily by using Quick Reports
• Expanding and formatting members by using Dynamic Reports
• Exploring TM1 functions
• Creating Custom Reports
• Entering Data in Planning Analytics for Microsoft Excel
• Simplify tasks by using action buttons
• Creating websheets