Test IBM Planning Analytics for Microsoft Excel

You can test the installation of the client components by starting the application.

Before you begin

For full access to IBM® Planning Analytics for Microsoft Excel, you should be a member of the Express Authors or Report Administrators role in IBM Cognos® Analytics. An administrator must configure these privileges using IBM Cognos Administration.

Procedure

  1. Start Microsoft Excel or open a Microsoft Excel spreadsheet.
  2. Confirm that IBM Planning Analytics appears in the ribbon.

    If the IBM Planning Analytics tab is not displayed on the ribbon, see The Cognos Office interface fails to initialize in Microsoft Office.

  3. Click the IBM Planning Analytics tab, and then click Task Pane.
    The IBM pane is displayed.

What to do next

To start working with IBM Planning Analytics for Microsoft Excel, you must configure connections to IBM Planning Analytics servers. See the IBM Planning Analytics for Microsoft Excel User Guide.