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IBM Planning Analytics v2.1.x: Analyze Data and Create Reports
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 concepts- such as...
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$1,790 USD
Duration
2 days
Course Code
P8467G
Available Formats
Classroom
Overview
Course Description
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 concepts- such as models, cubes, dimensions, views, and sets- and 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: Introduction and First Steps
- 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 Views and Data
- 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: Formatting, Reports, and Dashboards
- 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 Features
- 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: Websheets, Forecasting, Applications and Plans, and Decision Optimization
- 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
Schedule
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.
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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.
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At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
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Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
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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.
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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
Some Labs are very good but some steps it ask to update but its already updated, but overall its very good training.
Great class I learned a great deal from the material. There would seem to a large amount that I need to learn about.
I found this course informative. It was easy to follow and provided some good information.
The course was informative, and I learnt a new skill. The instructor was up to the point.
The exit certified aws course provided a good introduction to the tools available on aws.
