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IBM Planning Analytics: Analyze Data and Create Reports (v2.x)

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...

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$1,900 USD
Duration 2 days
Course Code P8457G
Available Formats Classroom, Virtual

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.

Skills Gained

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

Who Can Benefit

Analysts

Prerequisites

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

Course Details

Course Outline

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

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Schedule

2 options available

  • May 8, 2025 - May 9, 2025 (2 days)
    Live Virtual | 9:30AM 5:30PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:30AM 5:30PM EDT
    Live Virtual | 9:30AM 5:30PM EDT
    Enroll
    Enroll Add to quote
  • Jun 30, 2025 - Jul 1, 2025 (2 days)
    Live Virtual | 9:30AM 5:30PM EDT
    Language English
    Select from 1 options below
    Live Virtual |9:30AM 5:30PM EDT
    Live Virtual | 9:30AM 5:30PM EDT
    Enroll
    Enroll Add to quote

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

Easy to work with. Learning material pdfs were able to be printed out in color which was very nice to write on.

Overall ExitCertified is a great training provider and the remote learning is as effective as in person.

I didn't have any problem navigating Exitcertified website or lab material at all.

Class was easy to sign up for and ExitCertified provided very good communication

Instructor knew her stuff. Long time in the industry. Course was easy to follow and very informative.