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 websheets
• Manage websheets
• Add the websheet to a Planning Analytics Workspace book