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Who is it for

End Users and Developers

Duration

4 hours

Difficulty

Intermediate

Dynamic Report / Active Forms

This course is deep dive into the most formative reporting type, Dynamic Report (IBM Planning Analytics for Excel) / Active Forms (Perspectives and Slice). Despite the different terminology, they are the same reporting type.

Our course material has been specifically designed so that users of IBM Planning Analytics for Excel, Perspectives, and Slice can produce a Dynamic Report / Active Forms.

In this course, you will learn the following lessons:

  • 1. How to build a report from scratch in Excel
  • 2. How to manipulate the key features
  • 3. How to apply filtering
  • 4. How to include Excel graphs
  • 5. How to use the advanced features in an Action Button
  • 6. How to set up columns that can dynamically expand and collapse on consolidations
  • 7. TM1 Functions for Excel you need to know
  • 8. Best practice principles for building an Excel report

Our online class will primarily focus on IBM Planning Analytics for Excel. However, the content can be easily adapted with Perspectives or Slice.

Interested in enrolling?