Who is it for
This course is no longer available. It has been preceded by Custom Report / Slice and Dynamic Report / Active Forms.
Duration
8 hours
Difficulty
Intermediate
Prerequisite
End User (Excel)Product
IBM Planning Analytics for Excel or Perspectives
Next Course
End User (PAW)Advanced Reporting (Excel)
This course is deep dive into the most formative reporting type in IBM Planning Analytics, Dynamic Report (aka Slice for Perspectives). You will learn to take advantage of Dynamic Report’s consolidation expandability and automated format definitions, key features you need to know. In this course, you will learn the following lessons:
- 1. How to build a report from scratch in Excel
- 2. How to manipulate the Dynamic Report’s key features
- 3. How to apply filtering on a Dynamic Report
- 4. How to include Excel graphs in a Dynamic Report
- 5. How to use the advanced features in an Action Button
- 6. How to set up columns that can dynamically expand and collapse on consolidations
- 7. TM1 Functions for Excel you need to know
- 8. Best practice principles for building and Excel report
Interested in learning this course? Choose the enrolment option that suits you
| Single Course | Power User Membership | Enterprise Membership | |
| Training Course | Choose the course(s) to enrol in, from our library of ten courses | Upskill your knowledge with access to ALL of our available courses | Using our training framework, training content and expertise, build your own bespoke course that matches your environment. |
| Training Course Access | Receive 12 months of training course updates and post-training insights, continuing your knowledge on the subject | Receive 12 months of training course updates and post-training insights, continuing your knowledge on the subject | Ensure your staff’s upskilling can be achieved seamlessly |
| Training Server Access * | 4 hour course = 5 hours of server access 8 hour course = 10 hours of server access | 4 hour course = 5 hours of server access 8 hour course = 10 hours of server access | Your content will be stored on our secure training platform, trusted by leading software companies worldwide. |
| Training Options | Choose one of these options: – Self-Paced # – Online Classroom (schedule) ## – In-person Classroom ### | Choose one of these options: – Self-Paced # – Online Classroom (schedule) ## – In-person Classroom ### | Lock in regular training sessions with our consultants throughout the year. |
| Digital badge | Achieve a digital badge that endorses the knowledge learnt for the course undertaken | Achieve a digital badge that endorses the knowledge learnt for the course undertaken | Achieve a digital badge that endorses the knowledge learnt for the course undertaken |
| Community Hub | Stay up to date with the latest news dedicated to IBM Planning Analytics | Stay up to date with the latest news dedicated to IBM Planning Analytics | Stay up to date with the latest news dedicated to IBM Planning Analytics |
| Video Hub | Not included | Access to hundreds of presentations with tips from consultants, models built by customers and insights from IBM | Choose to include |
| Horizon, Global User Conference | Not included | Full access to all presentations for this coming event | Choose to include |
* A server is not required for the ‘Understanding the Value of IBM Planning Analytics’ course. A server for Apliqo UX and Apliqo FPM are organised by Apliqo.
# Start any time and date with server access for 7 consecutive days, including 1 hour of mentoring (excludes Apliqo UX and Apliqo FPM). For Apliqo UX and Apliqo FPM, the Apliqo team will help set up the environment and training.
## There are no scheduled online classes for Apliqo UX and Apliqo FPM courses. Exclusive classes can be organised, for an additional cost.
### Exclusive classes for the customer where the local office organises the classroom, catering and trainer.