Introduction

IBM® Planning Analytics for Microsoft Excel is a Microsoft Excel-based tool that professional report authors use to build sophisticated, multiple-sheet, multiple-query reports against multiple databases.

Audience

This guide assumes that you are familiar with IBM Business Analytics products, such as IBM Cognos® Analytics and IBM Planning Analytics. You should also be familiar with Microsoft Office applications, such as Microsoft Excel.

Finding information

To find product documentation on the web, including all translated documentation, access IBM Documentation (https://www.ibm.com/docs).

Accessibility features

Accessibility features help users who have a physical disability, such as restricted mobility or limited vision, to use information technology products. IBM Planning Analytics for Microsoft Excel has accessibility features. For information on these features, see the accessibility section in this document. For more information about the accessibility features in IBM Planning Analytics for Microsoft Excel, see Accessibility features

IBM Cognos HTML documentation has accessibility features. PDF documents are supplemental and, as such, include no added accessibility features.

Forward-looking statements

This documentation describes the current functionality of the product. References to items that are not currently available may be included. No implication of any future availability should be inferred. Any such references are not a commitment, promise, or legal obligation to deliver any material, code, or functionality. The development, release, and timing of features or functionality remain at the sole discretion of IBM.

Samples disclaimer

The Sample Outdoors Company, Great Outdoors Company, GO Sales, any variation of the Sample Outdoors or Great Outdoors names, GO New Stores, Planning Sample, and SData depict fictitious business operations with sample data used to develop sample applications for IBM and IBM customers. These fictitious records include sample data for sales transactions, product distribution, finance, and human resources. Any resemblance to actual names, addresses, contact numbers, or transaction values is coincidental. Other sample files may contain fictional data manually or machine generated, factual data compiled from academic or public sources, or data used with permission of the copyright holder, for use as sample data to develop sample applications. Product names referenced may be the trademarks of their respective owners. Unauthorized duplication is prohibited.