Loading data in Planning Analytics Core Financial Applications

Planning Analytics Core Financial Applications provides templates that you can use to simplify the data loading process.

Procedure

  1. In your new IBM Planning Analytics environment, click Applications and Plans.
  2. Click Planning Analytics Financial Planning Solution, the new application you just installed.
    You'll see a model overview similar to this:
    Example of the Financial Planning and Reporting Model overview page.
  3. Click Administration.
    You can now see the data load templates on the left panel. The right panel displays instructions on how to use the templates.
    Financial Planning and Reporting templates
  4. Follow the instructions on the right panel to load data.