Learn to build amazing spreadsheet-based and web reports from our experienced consultants
Information
Learn to explore data to be a proficient analyser and get to know all the reporting possibilities in Excel. Choose either Perspectives or Planning Analytics for Excel.
Prerequistes
There are no prerequisites
What you will learn
- An overview on IBM Planning Analytics/TM1 for Excel
- How to analyse Cube data
- How to use the Dimension and set your own Subset
- Learn about the difference report types
- How to use the Cube Viewer / Exploration
- How to use an Active Form / Dynamic Report
- How to export data to Excel
- How to use an Action Button
- How to use the Quick Report(Planning Analytics for Excel only)
- An introduction to Data Spreading
- An introduction to TM1 Web
- Best practice principles for building reports
Difficulty
Beginner
Information
Learn the intricacies required to create dynamic reports in Excel. Choose either Perspectives or Planning Analytics for Excel.
Prerequistes
End User (Excel) course
What you will learn
- How to export data into Excel, keeping the connection to TM1
- How to snapshot data to Excel
- How to building TM1 Excel Reports
- How to use Active Forms / Dynamic Report
- How to take advanced of the Dynamic Rowset
- How to format an Active Form
- How to use the TM1RPTVIEW Formula
- How to set up report filters
- How to integrate multiple Active Forms into Excel
- How to set up a chart for an Active Forms
- How to use Action Buttons
- How to set up dynamic columns
- Key Excel worksheet functions you should know
- Best Practice Principles for Building Reports
Difficulty
Intermediate
Information
Explore how to analyse data, utilise hierarchies and create dashboards for the web, using Planning Analytics Workspace (PAW).
Prerequistes
There are no prerequisites
What you will learn
- An overview on Planning Analytics Workspace’s interface
- How to log into Planning Analytics Workspace
- How to analyse data
- How to use hierarchies
- How to trace the data’s logic
- How to use drill through
- How to use data spreading
- How to use the sandbox for planning
- How to create a dashboard from scratch
- How to set up visualisation
- How to use chat and share the dashboard
- How to set up pop-up text
- How to importing data
- How to use buttons
Difficulty
Beginner
“The (Cubewise EDU Planning Analytics/TM1 End User) course gave me the confidence to use TM1 more effectively… and allowed me to build analytics capabilities.
Suzie Livrinska
Finance Business Partnering Manager
Choose to attend one of many scheduled classroom training sessions globally
Share your know-how with the Skills Acknowledgement
Complimentary to each course, achieve a personalised digital badge that you can proudly share on LinkedIn.
Students who have received a Cubewise EDU skill acknowledgement have proven they have attended class and received 100% on class assessment.
We offer three methods of training styles to match how you want to learn
Select the Membership Plan that suits you, to begin your training program
Confidence in using IBM Planning Analytics/TM1 will bring in responsibility and growth to all users
Want to know how your business logic was put together in IBM Planning Analytics/TM1?
Rules, TurboIntegrator and MDX are tools used to write business logic for budgeting and forecasting, so being able to understand these tools will go a long way to boost your confidence.
Stay in the loop
Keep yourself informed on the latest news in the analytics space by following us on LinkedIn.
For any enquiries, email us at edu@cubewise.com or contact an office near you (link).
See how Cubewise can help you
We would love to show you how a set of applications could help you forecast, budget and plan better.
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