Planning Analytics v2.1.x: Analyze Data and Create Reports

Course overview

This course teaches learners to analyze and report data using IBM Planning Analytics Workspace. Participants build models, views, dashboards, and reports through hands-on exercises aligned to v2.1.x.

This course teaches learners how to explore, analyze, and report on data using IBM Planning Analytics Workspace and related clients. Participants learn core Planning Analytics conceptssuch as models, cubes, dimensions, views, and setsand apply them to create interactive reports, dashboards, and formatted outputs.

The course combines conceptual instruction with guided, hands-on exercises that allow learners to practice real-world tasks, including creating books and views, formatting reports, entering and spreading data, applying calculations and conditional formatting, working with sandboxes, publishing websheets, and exploring forecasting results. These exercises reinforce best practices and help learners build confidence using Planning Analytics features in practical business scenarios.

The course reflects the current Planning Analytics Workspace v2.1.x environment while preserving content that remains valid from earlier v2.x releases. The course emphasizes effective analysis, reporting, collaboration, and planning techniques that learners can immediately apply in their own Planning Analytics implementations.

Who should attend

Analysts

Prerequisites

Participants should have the following: • A general understanding of business analytics or performance management concepts • Basic familiarity with IBM Planning Analytics terminology • Experience navigating web-based applications

Delivery formats

• • Instructor-led online (virtual classroom)
• • Instructor-led on-site at your premises
• • Self-paced online training
• • Private/closed group delivery for corporate teams

Digital badge

Delegates completing this course are eligible for an IBM digital badge, issued via Credly. View the badge

Related and follow-on courses

• 0G51BG — Statistical Analysis Using IBM SPSS Statistics (V26) (Intermediate)
• 0A069G — IBM SPSS Modeler Foundations (V18.2) (Basic)
• 0A079G — Introduction to Machine Learning Models Using IBM SPSS Modeler (V18.2) (Basic)
• 0G53BG — IBM SPSS Statistics Essentials (V26) (Basic)