Planning Analytics with Watson

Getting oriented in IBM #Planning Analytics for Microsoft Excel

By CHARLIE LE posted Fri May 12, 2017 09:00 AM

  
As a new user, sometimes you may find user interfaces daunting and intimidating. Luckily, IBM Planning Analytics for Microsoft Excel provides a user interface that's easy to grasp and get oriented in! In IBM Planning Analytics for Microsoft Excel, there are only four main areas to the user interface:

  • The IBM Planning Analytics ribbon

  • The task pane

  • The overview area

  • The work area


The IBM Planning Analytics ribbon




The IBM Planning Analytics ribbon displays commands for starting IBM Planning Analytics for Microsoft Excel, connecting, setting options, opening reports, and so on. The IBM Planning Analytics ribbon dynamically changes, depending on the type of report you're working on. But there are four sections of the ribbon that remain constant. These sections are Getting Started, Content, Add, and Data. When you begin working in IBM Planning Analytics for Microsoft Excel, the IBM Planning Analytics ribbon will likely be the first place that you start from.

[caption id="attachment_6957" align="alignnone" width="910"] Accessing the IBM Planning Analytics ribbon.[/caption]

The task pane




The IBM task pane will become an important part of your workflow. The task pane consists of two tabs. The first contains the source tree and controls for opening data sources. A Workbook tab contains the components of the active workbook. You can add objects to a report by dragging them from the source tree to a worksheet.

[caption id="attachment_6959" align="alignnone" width="910"] You can open the task pane by clicking the task pane icon in the IBM Planning Analytics ribbon or by connecting to a data source.[/caption]

The overview area


The overview area is displayed when you are viewing an Exploration View or a list. Use the overview area as a convenient place to quickly explore and change the contents of the Exploration View or list. For Exploration Views, the overview area displays the Rows, Columns, and Context areas. You populate the Exploration View with data by adding items from the task pane to these areas.


The work area


The work area is a Microsoft Excel worksheet in which you create and view reports. When you create a new Exploration View or list, the work area displays a visual guide to help you build the report.


Want to learn more?


Documentation


See the Getting oriented topic for IBM Planning Analytics for Microsoft Excel in the Knowledge Center.

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