IBM Planning Analytics Introduction (Instructor-led, Online)

IBM Planning Analytics Introduction (Instructor-led, Online)



Course Length: 2 days

IBM Planning Analytics capabilities span personal, functional, and enterprise requirements for planning, analysis and reporting to help finance drive timely decision-making.  Analysts and managers can use Microsoft Excel and a web interface to analyze their business performance.


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


Please email us at for available dates.



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

  • use Planning Analytics for model analyzes
  • analyze multi-dimensional data
  • create “What If” Analysis
  • analyze data in Excel
  • review end-user solutions
  • create a model
  • add basic business rules
  • review the project life cycle
  • create reports utilizing Planning Analytics for Excel (PAx)


This course is intended for new clients who need an overview of the tool, prior to attending a QueBIT design session. Attendees will learn to create spreadsheets and views to analyze data.  Students will also understand the basic principles of Planning Analytics model building by creating a TurboIntegrator process and creating business rules.

Knowledge Level:  Introduction

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.


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.