Planning Analytics for Microsoft Excel
You can use IBM® Planning Analytics for Microsoft Excel to access data from the TM1® Server on your IBM Planning Analytics system.
To use Planning Analytics for Microsoft Excel with Planning Analytics, you first need to download, install, and configure the application. Depending on who needs to use the application, you might need to distribute or make available the installation program to other TM1 users in your organization.
Downloading and installing Planning Analytics for Microsoft Excel
To download and install Planning Analytics for Microsoft Excel from Planning Analytics Workspace, see Download additional components.
Connecting Planning Analytics for Microsoft Excel to Planning Analytics
You must configure your installation of Planning Analytics for Microsoft Excel before it can access the TM1 Server on your Planning Analytics system.
Use the Options icon in the toolbar of Planning Analytics for Microsoft Excel to configure a connection to the Planning Analytics system.
- Add the address for Planning Analytics for Microsoft Excel that is provided in
the Planning Analytics Welcome Kit. For
example:
https://customername.planning-analytics.cloud.ibm.com/
For more information, see Setting up connections to IBM Cognos systems in Planning Analytics for Microsoft Excel.