Getting started

This topic will help you get started using IBM® Planning Analytics for Microsoft Excel and get you oriented as you navigate through the user interface.

Planning Analytics for Microsoft Excel provides an interactive drag-and-drop environment for you to explore and analyze data, helping you find answers to your important business questions.

You can also use Planning Analytics for Microsoft Excel to achieve the following goals:

  • Find and focus on items that are important to your business.
  • Understand trends and anomalies.
  • Compare data, such as details to summaries, or actual results to budgeted results.
  • Assess performance by focusing on the best or worst results.
  • Share your findings with others.
  • Multi-dimensional analysis and exploration of large data sources within a familiar Excel environment.