IBM Planning Analytics

Workspace Reporting & Analysis

1 Day Course

Price: $599 USD

This course is designed for analysts and modelers, focusing on the effective design and layout of Planning Analytics Workspace (PAW) books.
Registerdownload course outline

Enter your details, we will get back to you with available course dates ASAP.

Course Overview:

This course is designed for analysts and modelers, focusing on the effective design and layout of Planning Analytics Workspace (PAW) books. Learners will gain the skills to create user-friendly interfaces that enable seamless report review, data analysis, and budget/forecast input across the organization.

Using a prebuilt model, learners will build a forecasting workbook with input templates, summary views, and visualizations. They will also learn to do ad-hoc analysis to explore variances, calculate key performance indicators (KPIs), share data & reports, and identify ways to improve business and financial efficiency.

Learners will gain a deeper understanding of PAW’s key components, learning how to navigate, enter data, and perform analysis effectively.

Registerdownload outline

Topics Covered:

  • NFocus on effective design and layout of PAW books
  • NPAW Reporting Overview
  • NCreating a Forecasting Workbook
  • NCreation of revenue entry, expense entry and payroll entry templates
  • NUnderstanding of PAW's key components
  • NData entry through multiple methods
  • NUsing Snap commands
  • NPerforming Ad-hoc analysis

FAQs

Is the course online or in person?
This course can either be taken as part of our regular training schedule online, or you can request in-person on-site learning as a custom learning package. Reach out to us to inquire about in-person training.
Do we need to own Planning Analytics to take this course?
No software will need to be installed at all! All you require is internet access and a browser (Firefox, Chrome, Edge, etc.). ActionKPI has all the required software running on our dedicated servers, students will simply be provided with login credentials.
Do you offer additional courses after completion of this introductory course?
Yes! Please contact us for more information on our course offerrengs & custom training packages.
Will I receive a certificate upon completion?
Yes, you will receive a certificate upon completion that you can apply towards professional development, such as CPD credits for accredited finance professionals.
Register Today

Meet Your Instructor, Scott Baker:

Based out of Toronto, Canada, Scott is a former FPM consultant who discovered a love for teaching. Scott has been spreading his appreciation of Cognos Analytics, Planning Analytics, and Tableau for over a decade.

Why choose actionkpi as your training provider:

IBM Gold Partner & North American Award Winner for Planning Analytics Implementations

We pride ourselves on our ability to execute and implement Planning Analytics for our clients. Learn from a team that IBM has recognized for stellar work & performance.

Upholding Best Practice

Not all partners are created equal. We understand Planning Analytics and finance, which means we teach you both the most efficient way and the right way to leverage Planning Analytics.

Our Clients Trust Us to Deliver

Don’t take our word for it! Check out our client case studies & testimonials for the work we have done transforming organizations & creating clarity through integrated planning technologies like Planning Analytics.
View case studies
Registerdownload course outline

Earn certified CDP credits

If you are a designated finance professional, taking this course will help you achieve your requirements for certified CDP credits. Each participant in the course will graduate with a certification of completion that can be used for credits.
Registerdownload course outline

Trusted by