Open Planning Analytics for Microsoft Excel views

You can open and save views created in IBM® Planning Analytics for Microsoft Excel if the view is saved to the Planning Analytics Workspace Content Store.

When views are saved to the Planning Analytics Workspace Content Store from Planning Analytics for Microsoft Excel, the view appears as a regular view in Planning Analytics Workspace. Edits and changes can be seen in Planning Analytics for Microsoft Excel after the view is saved in Planning Analytics Workspace.

You open the view from the Welcome page. Navigate to the folder where you saved it in Planning Analytics for Microsoft Excel. For example Personal/My_views.

Note: Permissions for the view are inherited from the folder that the view is saved in.