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    Who is it for

    End Users and Developers

    Duration

    4 hours

    Difficulty

    Intermediate

    Prerequisite

    Custom Report / Slice

    Product

    IBM Planning Analytics for ExcelTM1 PerspectivesSlice

    Next Course

    Universal Report (for students learning IBM Planning Analytics for Excel)

    Dynamic Report / Active Forms

    This course is deep dive into the most formative reporting type, Dynamic Report (IBM Planning Analytics for Excel) / Active Forms (Perspectives and Slice). Despite the different terminology, they are the same reporting type.

    In this course, you will learn the following lessons:

    • 1. How to build a report from scratch in Excel
    • 2. How to manipulate the key features
    • 3. How to apply filtering
    • 4. How to include Excel graphs
    • 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 an Excel report

    Interested in learning this course? Choose the enrolment option that suits you

    Single CoursePower User MembershipEnterprise Membership
    Training CourseChoose the course(s) you want to learnUpskill your knowledge with access to ALL of our available coursesUsing our training framework, training content and expertise, build your own bespoke course that matches your environment.
    Training Course AccessReceive 12 months of training course updates and post-training insights, continuing your knowledge on the subjectReceive 12 months of training course updates and post-training insights, continuing your knowledge on the subjectEnsure 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 OptionsChoose 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 badgeAchieve a digital badge that endorses the knowledge learnt for the course undertakenAchieve a digital badge that endorses the knowledge learnt for the course undertakenAchieve a digital badge that endorses the knowledge learnt for the course undertaken
    Community HubStay up to date with the latest news dedicated to IBM Planning AnalyticsStay up to date with the latest news dedicated to IBM Planning AnalyticsStay up to date with the latest news dedicated to IBM Planning Analytics
    Video HubNot includedAccess to hundreds of presentations with tips from consultants, models built by customers and insights from IBMChoose to include
    Enrol today

    * 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.