Planning Analytics for Microsoft Excel

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.
What's new in Planning Analytics for Microsoft Excel
Read about what's new or updated in IBM Planning Analytics for Microsoft Excel.
Planning Analytics Trial
IBM Planning Analytics Trial provides you with the opportunity to use and experiment with some of the components and capabilities of IBM Planning Analytics, most notably Reports and Analysis and Planning Analytics for Microsoft Excel.
Getting started
This topic will help you get started using IBM Planning Analytics for Microsoft Excel and get you oriented as you navigate through the user interface.
Moving from IBM TM1 Perspectives to IBM Planning Analytics for Microsoft Excel
If you are coming from using IBM TM1® Perspectives, you will notice some differences and improvements in IBM Planning Analytics for Microsoft Excel.
Connecting to datasources
Connecting to a datasource allows you to use many IBM Planning Analytics for Microsoft Excel features, including to exploring data, creating reports, and publishing your work.
Settings
Customize your experience by setting options that apply to IBM Planning Analytics for Microsoft Excel.
Work with data and reports
Learn about the different report types available to you and the ways you can work with them to analyze your data.
Explore TM1 data
Create, explore, and share views and reports using TM1 data. You can also use TM1 functions, sets, and modify TM1 data for your reports.
Explore IBM Cognos Analytics data
Make effective business decisions by exploring data with explorations, views, and reports using IBM Cognos® Analytics data.
Cube Viewer
You can work with data using the Cube Viewer rather than the Microsoft Excel grid. You can compare multiple cube views alongside reports.
Action buttons
You can create action buttons to run processes, navigate between worksheets, and recalculate worksheets.
IBM Planning Analytics for Microsoft Excel API
Using an application programming interface (API), you can automate the refreshing or publishing of content.
Tutorials, examples and exercises
Improve your IBM Planning Analytics for Microsoft Excel skills and knowledge with tutorials, examples, and exercises.
Troubleshoot
Use troubleshooting information as a resource to help you solve specific problems you may encounter during or after the installation of IBM Planning Analytics for Microsoft Excel.
Sample reports and packages
The IBM Cognos for Microsoft Office products include sample reports and packages that are based on the sample company, The Sample Outdoors Company. After the samples are set up, you can find the samples in Public Folders in IBM Cognos Connection, and in the source tree on the IBM Cognos pane.
Accessibility features
IBM Planning Analytics for Microsoft Excel has accessibility features that help users who have a physical disability, such as restricted mobility or limited vision, to use information technology products successfully.
Rebrand Cognos Office Components
This section is intended for clients and partners who need to rebrand, customize, or localize labels, messages, or other strings in IBM Cognos Office products, such as IBM Planning Analytics for Microsoft Excel, IBM Cognos Office, and IBM Cognos for Microsoft Office.