IBM Planning Analytics Advanced Reporting (Instructor-led, Online)

IBM Planning Analytics Advanced Reporting (Instructor-led, Online)



Course Length: 2 days

IBM Planning Analytics is a technology based on On-Line Analytical Processing or OLAP.  With Planning Analytics, you can quickly view and understand large sets of Complex business data.  Analysts and Managers can use Planning Analytics for Microsoft Excel, and Planning Analytics Workspace to analyze their business performance. 


This is a two-day, instructor-led course. 


Please email us at for available dates and pricing.



Upon successful completion of this course, attendees will be able to:

  • Create static and dynamic subsets
  • Export and modify a slice and active form
  • Design complex reports for distribution
  • Understand best practices and tips


Attendees will learn to create static and dynamic subsets for spreadsheets and views in order to analyze data.  In order to create dynamic subsets, you will also learn how to record and create MDX statements.  You will review the benefits and purposes for an Exploration View, Dynamic and Custom Reports, and create more advanced Planning Analytics Excel reports for distribution for your organization. 

Knowledge Level:  Advanced

Field of Study:  Specialized Knowledge 

Delivery Method:  Group Internet based 

Participants will earn 14.0 CPE Credits.  To be awarded the full credits, you must fully attend the course each day.


TM1 Introduction, Exploration, Planning Analytics Workspace, or Planning Analytics for Excel (PAx) courses or equivalent skill set are required.  You should be familiar with Planning Analytics concepts of views, cubes, and browsing data prior attending the Planning Analytics Advanced Reporting class.  A knowledge of your organization’s data and structure, as well as Microsoft Excel experience, is necessary. 

Advanced prework is not needed for this course.


Your instructor will be Maria Lack. Maria is an Implementation Manager based in San Diego, CA. She is certified in IBM's TM1 / Planning Analytics. She has been with QueBIT since 2015 and brings a wealth of project experience.