Back to All Events

Public Virtual Training: IBM Planning Analytics (PAW & PaFE) Overview

IBM Planning Analytics (PAW & PaFE) Overview

 
 

Only $499 for a complete 4 hour course!

All events listed on our events page are in ET.

This course provides business users with hands-on training in the latest versions of Planning Analytics Workspace (PAW) and Planning Analytics for Excel (PaFE). Existing customers who haven’t used these new interfaces, as well as new users will both benefit from this course. Instruction will include an overview of features and functions, followed by instructor-led report and dashboard building where attendees will build skills by working their way through sample exercises in a demo environment.

Duration 

4 hours

Instructor

Brian Moore (LinkedIn)

Overview of topics 

1) Introduction

  • Brief history of TM1 and Planning Analytics

  • Business Use Cases

    • Budgeting and Forecasting

      • Predictive Forecasts

      • Workflow

    • Reporting and Analysis

    • Visualizations and Dashboards

    • Consolidations, Currency Translations, Intercompany Eliminations

2) Planning Analytics Workspace

  • Overview

  • Review Existing Dashboard

  • Create a Canvas

  • Build Explorations

  • Action Buttons

  • Add Media

  • Build Visualizations

    • Line and Column

    • Stacked Column

    • Marimekko

    • Waterfall

  • Synchronization

  • Formatting

3) Planning Analytics for Excel

  • Overview

  • Connection to PA Server

  • Review Existing Report

    • Post/Retrieve Data to and from PAW

  • Build Custom Report

    • Parameterizing report for ease of maintenance

    • Formatting

  • Build Quick Report

4)Closing

  • Question & Answer session

  • Proof of Concept building (time permitting)