IBM Planning Analytics for Excel Demonstration
IBM Planning Analytics with Watson is a true financial planning, budgeting, forecasting and reporting solution. The platform comes with two user interfaces, one being the web (called Workspace) and the other, IBM Planning Analytics for Excel, the excel add-in for the solution.
Planning Analytics for Excel is regarded as one of the leading excel add-in’s in the market and is commonly used in implementations as it gives users the familiarity of using Excel but in a controlled state as it utilises the functions of Planning Analytics.
To help users understand its true potential and how it works, we have recorded a short video simply highlighting a couple of use cases and giving a taster in the power of the IBM Planning Analytics for Excel Add-In.
If watching the video has sparked an idea or you would like to see a more in-depth demonstration, please contact us:
For more information from IBM follow this link – this more is aimed at customers wishing to install the add-in:
Planning Analytics for Microsoft Excel
IBM® Planning Analytics for Microsoft Excel is a Microsoft Excel-based tool that professional report authors use to build sophisticated, multiple-sheet, multiple-query reports against multiple databases.
What’s new in Planning Analytics for Microsoft Excel
Read about what’s new or updated in IBM Planning Analytics for Microsoft Excel.
This topic will help you get started using IBM Planning Analytics for Microsoft Excel and get you oriented as you navigate through the user interface.
Notes for IBM TM1 Perspectives users
If you are coming from using IBM TM1® Perspectives, you will notice some differences and improvements in IBM Planning Analytics for Microsoft Excel.
Connecting to datasources
Connecting to a datasource allows you to use many IBM Planning Analytics for Microsoft Excel features, including to exploring data, creating reports, and publishing your work.
Customize your experience by setting options that apply to IBM Planning Analytics for Microsoft Excel.
Work with data and reports
Learn about the different report types available to you and the ways you can work with them to analyze your data.
Explore TM1 data
Create, explore, and share views and reports using TM1 data. You can also use TM1 functions, sets, and modify TM1 data for your reports.
Explore IBM Cognos Analytics data
Make effective business decisions by exploring data with explorations, views, and reports using IBM Cognos® Analytics data.
You can work with data using the Cube Viewer rather than the Microsoft Excel grid. You can compare multiple cube views alongside reports.
You can create action buttons to run processes, navigate between worksheets, and recalculate worksheets.
IBM Planning Analytics for Microsoft Excel API
Using an application programming interface (API), you can automate the refreshing or publishing of content.
Tutorials, examples and exercises
Improve your IBM Planning Analytics for Microsoft Excel skills and knowledge with tutorials, examples, and exercises.
Use troubleshooting information as a resource to help you solve specific problems you may encounter during or after the installation of IBM Planning Analytics for Microsoft Excel.
Sample reports and packages
The IBM Cognos for Microsoft Office products include sample reports and packages that are based on the sample company, The Sample Outdoors Company. After the samples are set up, you can find the samples in Public Folders in IBM Cognos Connection, and in the source tree on the IBM Cognos pane.
IBM Planning Analytics for Microsoft Excel has accessibility features that help users who have a physical disability, such as restricted mobility or limited vision, to use information technology products successfully.
Rebrand Cognos Office Components
This section is intended for clients and partners who need to rebrand, customize, or localize labels, messages, or other strings in IBM Cognos Office products, such as IBM Planning Analytics for Microsoft Excel, IBM Cognos Office, and IBM Cognos for Microsoft Office.