IBM Planning Analytics:
PLANNING ANALYTICS FOR EXCEL (PAfE)
Course Code: AKPAF
This module introduces Planning Analytics for Excel (PAfE); Planning Analytics’ Excel interface that allows users to connect to multiple models to perform both writeback and analysis.
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Course Overview:
This module introduces Planning Analytics for Excel (PAfE); Planning Analytics’ Excel interface that allows users to connect to multiple models to perform both writeback and analysis. Students will create an Excel workbook that includes the five available report types in PAfE; Explorations, Quick Reports, Dynamic Reports, Custom Reports and Universal Reports.
Attendees will learn the pros and cons of each report, interact with each (filtering, data entry, spreading, sandboxes, etc), and learn how to publish them to Planning Analytics Workspace (PAW).
Note that the PAW Reporting module covers some concepts that are essential in PAfE and is therefore a pre-requisite for the PAfE module.
Topics Covered:
- NWhat is Planning Analytics for Excel
- NThe PAfE Ribbon
- NThe task pane
- NExploring the PAfE interface
- NTypes of PAfE reports
- NCreating different types of reports
- NData entry & publishing to PAW
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.
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.
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.
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