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A new way to understand your settings in IBM Planning Analytics for Microsoft Excel!

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...

CHARLIE LE's profile image

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Your first assignment in Planning Analytics for Microsoft Excel: A tutorial!

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. ...

CHARLIE LE's profile image

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Analyze detailed data by using drill throughs in IBM Planning Analytics for Microsoft Excel

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...

CHARLIE LE's profile image

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Adding and executing APIs in IBM Planning Analytics for Microsoft Excel

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...

CHARLIE LE's profile image

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Using the API in IBM Planning Analytics for Microsoft Excel: Set up

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...

CHARLIE LE's profile image

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Upload data quickly and easily with the bulk upload feature in IBM Planning Analytics for Microsoft Excel

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...

CHARLIE LE's profile image

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Create custom sets to help manage the number of members in IBM Planning Analytics for Microsoft Excel

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...

CHARLIE LE's profile image

Blog Entry
Using the viewer in #Planning Analytics for Microsoft Excel

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: ...

Trish Smith's profile image

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Create customized themes for your reports in IBM #Planning Analytics for Microsoft Excel

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...

CHARLIE LE's profile image