Create reports from the viewer without opening a workbook

You can now create reports from the viewer in Planning Analytics for Excel without opening a workbook. Previously, if you didn't have a workbook open and tried to create a report from the viewer, an error displayed.

To create a report from the viewer without opening a workbook:
  1. In the IBM® Planning Analytics ribbon, click Connect.
  2. Select the datasource that contains the model or package you want to use.
  3. In the IBM task pane, right-click the view that you want and click Open in viewer.
  4. In the viewer toolbar, click Reports and select the report that you want to create.

The report opens in a new workbook.

If you already have a workbook open and you create a report from the viewer, the report opens in a new sheet in the same workbook.