Who is it for
End Users and Developers
Duration
4 hours
Difficulty
Intermediate
Prerequisite
Custom Report / SliceDynamic Report / Active Forms
This course is deep dive into the most formative reporting type, Dynamic Report (IBM Planning Analytics for Excel) / Active Forms (Perspectives and Slice). Despite the different terminology, they are the same reporting type.
In this course, you will learn the following lessons:
- 1. How to build a report from scratch in Excel
- 2. How to manipulate the key features
- 3. How to apply filtering
- 4. How to include Excel graphs
- 5. How to use the advanced features in an Action Button
- 6. How to set up columns that can dynamically expand and collapse on consolidations
- 7. TM1 Functions for Excel you need to know
- 8. Best practice principles for building an Excel report
Interested in learning this course? Choose the enrolment option that suits you
| Single Course | Power User Membership | Enterprise Membership | |
| Training Course | Choose the course(s) you want to learn | Upskill your knowledge with access to ALL of our available courses | Using our training framework, training content and expertise, build your own bespoke course that matches your environment. |
| Training Course Access | Receive 12 months of training course updates and post-training insights, continuing your knowledge on the subject | Receive 12 months of training course updates and post-training insights, continuing your knowledge on the subject | Ensure your staff’s upskilling can be achieved seamlessly |
| Training Server Access * | 4 hour course = 5 hours of server access 8 hour course = 10 hours of server access | 4 hour course = 5 hours of server access 8 hour course = 10 hours of server access | Your content will be stored on our secure training platform, trusted by leading software companies worldwide. |
| Training Options | Choose one of these options: – Self-Paced # – Online Classroom (schedule) ## – In-person Classroom ### | Choose one of these options: – Self-Paced # – Online Classroom (schedule) ## – In-person Classroom ### | Lock in regular training sessions with our consultants throughout the year. |
| Digital badge | Achieve a digital badge that endorses the knowledge learnt for the course undertaken | Achieve a digital badge that endorses the knowledge learnt for the course undertaken | Achieve a digital badge that endorses the knowledge learnt for the course undertaken |
| Community Hub | Stay up to date with the latest news dedicated to IBM Planning Analytics | Stay up to date with the latest news dedicated to IBM Planning Analytics | Stay up to date with the latest news dedicated to IBM Planning Analytics |
| Video Hub | Not included | Access to hundreds of presentations with tips from consultants, models built by customers and insights from IBM | Choose to include |
* A server is not required for the ‘Understanding the Value of IBM Planning Analytics’ course. A server for Apliqo UX and Apliqo FPM are organised by Apliqo.
# Start any time and date with server access for 7 consecutive days, including 1 hour of mentoring (excludes Apliqo UX and Apliqo FPM). For Apliqo UX and Apliqo FPM, the Apliqo team will help set up the environment and training.
## There are no scheduled online classes for Apliqo UX and Apliqo FPM courses. Exclusive classes can be organised, for an additional cost.
### Exclusive classes for the customer where the local office organises the classroom, catering and trainer.