Prerequisites for installing Planning Analytics for Microsoft Excel

You must complete the tasks in this section before you install Planning Analytics for Microsoft Excel.

Find the version information for IBM Planning Analytics for Microsoft Excel
You can find the version information for Planning Analytics for Microsoft Excel in the IBM Planning Analytics ribbon.
Install Microsoft .NET Framework
IBM Planning Analytics for Microsoft Excel requires Microsoft .NET Framework version 4.8 or later to be installed on all user computers.
Primary interop assemblies (PIAs) for Microsoft Excel
To use the features of IBM Planning Analytics for Microsoft Excel, you must have installed the primary interop assemblies (PIAs) for Excel. Typically, the PIAs are installed automatically when you install Microsoft Office on the computer. However, in some cases you might need to install the PIAs separately.
Uninstall previous versions of IBM Cognos Analysis for Microsoft Excel
Previous versions of IBM Planning Analytics for Microsoft Excel were called IBM Cognos® Analysis for Microsoft Excel. If you have a version of Cognos Analysis for Microsoft Excel, you must uninstall it before you can install the new version of IBM Planning Analytics for Microsoft Excel.
Connect to IBM Planning Analytics Workspace
Before users run Planning Analytics for Microsoft Excel, they must connect to an instance of Planning Analytics Workspace.
Install TM1 Server
Some features of IBM Planning Analytics for Microsoft Excel require the use of TM1® Server. Install TM1 Server to ensure that you are getting the best experience with Planning Analytics for Microsoft Excel.
Set up connections for TM1 REST APIs
IBM Planning Analytics for Microsoft Excel requires the use of TM1 REST APIs. To enable these APIs in IBM TM1 Server, an administrator may need to configure the HTTP port number in the IBM TM1 Server configuration files for each TM1 Server.
Configure your antivirus software
To run Planning Analytics for Microsoft Excel, you must first configure your antivirus software to allow connections from both Microsoft .NET Runtime and Microsoft Excel.
Ensure that you are using IBMid
To use Planning Analytics for Microsoft Excel, you must enter your IBMid to authenticate yourself.
Use Cognos security
(Deprecated in v2.0.9) To log in to Planning Analytics for Microsoft Excel with Cognos security authentication enabled, you must meet certain requirements.

Parent topic: Installing and configuring Planning Analytics for Microsoft Excel