Creating reports from the viewer and task pane

Create a report from the viewer

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.

Create a report from the IBM task pane

1. In the IBM task pane, right-click the cube that you want to create a report from.
2. Select the report type and select where you want to open the report.

   If you already have a workbook open, you can choose to open the report on the current sheet or in a new sheet. You can also open the report on a new workbook.

   

   If you do not have a workbook open, you can open the report on a new workbook.