Master planning Analytics Workspace by creating optimised books and interactive reports, leveraging AI forecasting, and utilising Applications and Plans to deliver smarter workflows and deeper insights. Here are the lessons this course will cover:
- Create structured books with optimised page layouts and navigation
- Customise text boxes, display cell values, and manage tab icons
- Use action buttons to enhance interactivity and workflow efficiency
- Apply conditional formatting to highlight due dates and key instructions
- Set up views for AI forecasting and manual forecasting
- Leverage visualisations and synchronised groups for deeper insights
- Save reports as templates and set them as defaults for consistency
- Build and manage Applications and Plans for structured workflows
- Understand the key differences between Plans and Applications
