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Overview IBM Planning Analytics for Microsoft is a powerful product. The product allows you to use settings to customize much of how the product behaves. With so many settings, it can feel overwhelming. You might not know exactly what a particular setting does. That's why Planning Analytics for...
You sit down at your desk with your morning coffee. You're the new business analyst. Excited to make a good first impression, you immediately turn on your computer and open Microsoft Excel; the emails from Mom can wait. The user interface is familiar but there's a new tab. Let's get started. ...
Drilling through on a cell provides detailed data on the cell, and shows you information from the data source. You can drill through on cells in Exploration Views, Custom Reports, Quick Reports, and Dynamic Reports. In this post, we'll go through how to can perform a drill through in IBM...
IBM Planning Analytics for Microsoft Excel features an IBM Cognos automation API, which helps users automate many of their tasks. In a previous post, we went through how you can set up Planning Analytics for Microsoft Excel. Today, we'll continue from where we left off and show you how you can...
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You're noticing that you're creating countless reports and repeating the same multi-step tasks over and over. Fortunately, IBM Planning Analytics for Microsoft Excel features an IBM Cognos automation API, which helps users automate many of their tasks. Watch the following video to learn how you...
Bulk upload is a feature in IBM Planning Analytics for Microsoft Excel, which allows you to quickly and easily move data from a standard Excel spreadsheet to IBM Planning Analytics. This is useful if you want to migrate data from another system, or if you're somebody who wants to work off to the...
It's difficult to find the members you need when your cube contains hundreds, or even thousands of them. Fortunately, there's a simple solution! In IBM Planning Analytics for Microsoft Excel, you can create your own custom sets of members. Custom sets help manage the number of members when you...
The viewer lets you look at and manipulate views in an environment outside of Microsoft Excel. It's pretty handy to open multiple views and compare them side by side. You can use the viewer as an alternate tool for data entry . You can also take advantage of these features of the viewer: ...
Planning Analytics for Microsoft Excel uses Excel styles to format its reports. It's why you see a consistent visual theme when creating your reports. Currently, Planning Analytics for Microsoft Excel leverages over 50 styles. But you're not limited to just using these styles. With some...
Do you find formatting new and existing data from your organization too complex? Dynamic Reports are an excellent way to modify data in IBM® Planning Analytics for Microsoft Excel. You can use Dynamic Reports to format and visualize your organization's data for optimized performance. The...