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

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DURCHFÜHRUNG MIT TERMIN
Nr.
30267

Dauer
2 Tage (14 Stunden)

Preis
1.600,00 € netto
1.904,00 € inkl. 19% MwSt.
TERMIN UND ORT NACH ABSPRACHE
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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.

Zielgruppe

Wer sollte teilnehmen:

Zielgruppe

Audience

Analysts

Voraussetzungen

Prerequisites

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

Trainingsprogramm

Trainingsprogramm

Course Outline

Understanding IBM Planning Analytics data
Understanding models
Understanding cubes
Understanding dimensions
Understanding views
Understanding sets

 

Creating books
Creating books
Adding content
Creating new sheets
Saving, closing, and opening views

 

Creating and saving views
Compare two views of the same cube
Create new views
Save a view

 

Changing the way data is displayed
Move and filter dimensions
Show different levels of detail
Create an asymmetric view
Display cells as percentages
Add top or bottom filters
Show attributes for dimension members

 

Displaying specific members by using sets
Display existing sets
Add, remove, and reorganize members in a set
Find members by using searches and filters
View attributes
Save sets
Edit a set

 

Adding calculations to views
Add summary calculations
Add member calculations
Remove and rename calculations

 

Highlighting exceptions by using conditional formatting
Apply conditional formatting
Add an additional condition

 

Entering data
Distribute data to multiple cells by using data spreading
Enter and hold data using quick commands
Copy and paste and use calculations
Add a comment to a cell

 

Experimenting with data by using sandboxes
Creating sandboxes
Comparing sandboxes
Committing data and deleting sandboxes

 

Working with spreadsheets online by using websheets
Find and add websheets to your book
Explore websheets

 

Formatting for reporting
Creating a new view
Formatting the view for reporting

 

Exploring data by using visualizations
Examine different visualizations
Customize a visualization

 

Creating dashboards
Adding and reusing objects
Synchronizing objects
Navigating the book and perform tasks by using buttons
Changing the appearance of a view
Hiding information
Proven Practices for Dashboards

 

Examining performance by using scorecards
Reading scorecards
Adding scorecards to a book

 

Exporting data
Exporting a view to Microsoft Excel

 

Introduction to IBM Planning Analytics for Microsoft Excel
Examining report types

 

Exploring data in Planning Analytics for Microsoft Excel
Connect to a system, and add an Exploration
Display different dimension members
Modify and save the view

 

Create reports easily by using Quick Reports
Convert an Exploration to a Quick Report
Drag a view to add a Quick Report
Synchronize reports by using cell referencing
Change members on rows or columns
Add columns or rows and apply styles
Apply custom formatting

 

Expanding and formatting members by using Dynamic Reports
Create and explore a Dynamic Report
Formatting the Dynamic Report
Rebuild the Dynamic Report

 

Exploring TM1 functions
Examine the TM1 functions in a Dynamic Report
Derive rows based on saved sets
Derive rows based on MDX
Create custom format definitions
Create custom columns
Add new sections and multiple Dynamic Reports to a single sheet

 

Creating Custom Reports
Create two custom reports
Combine the two reports

 

Entering Data in Planning Analytics for Microsoft Excel
Entering data in cube viewer
Entering data in Dynamic Reports
Entering data in Explorations and Quick Reports
Using Sandboxes to experiment with data

 

Simplify tasks by using action buttons
Enable action buttons
Add an action button to navigate to another worksheet
Edit an action button
Create an action button that rebuilds a worksheet

 

Creating websheets
Publish a websheet
Manage websheets
Add 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

 

 

Schulungsmethode

Schulungsmethode

presentation, discussion, hands-on exercises

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