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Planning Analytics v2.1.x: Analyze Data and Create Reports
This IBM Self-Paced Virtual Class (SPVC) includes: - PDF course guide available to attendee during and after course - Lab environment where students can work through demonstrations and exercises at...
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$635 USD
Duration
1 day
Course Code
J1467G-SPVC
Available Formats
Self Paced
Overview
Course Description
This IBM Self-Paced Virtual Class (SPVC) includes:
- PDF course guide available to attendee during and after course
- Lab environment where students can work through demonstrations and exercises at their own pace
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 conceptssuch as models, cubes, dimensions, views, and setsand 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.
Skills Gained
- 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
Who Can Benefit
Analysts
Prerequisites
Participants should have the following:
- A general understanding of business analytics or performance management concepts
- Basic familiarity with IBM Planning Analytics terminology
- Experience navigating web-based applications
Course Details
Course Details
Unit 1: Foundations of Data Analysis and Reporting in PAW
- 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 Data and Views in PAW
- 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: Effective Reporting and Visualization in PAW
- 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 Reporting and Dashboard Features in Planning Analytics
- 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: Advanced Planning, Forecasting, and Optimization in PAW
- 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
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.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
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
The class and material is good. I think some of the software needs to be updated.
Easy to use and exactly what I was looking for. Value for money was exceptional.
I like their training. A lot of material covered. The labs are very good. l learned a lot.
ExitCertified provided a very organized way to learn and provided materials to follow along.
ExitCertified was a great. They gave me all the materials and information I needed ahead of time to prepare for the course.
