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:
- In the IBM® Planning Analytics ribbon, click Connect.
- Select the datasource that contains the model or package you want to use.
- In the IBM task pane, right-click the view that you want and click Open in viewer.
- 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.