Sempre Analytics Training Courses

This course offers a comprehensive introduction to IBM Planning Analytics, comparing its capabilities to Microsoft Excel and other OLAP cube technologies. Learners will gain hands-on experience by building a simplified Income Statement model, reinforcing their understanding of multi-dimensional planning and its core components within the IBM Planning Analytics platform.

Duration: 1 Day

This course is designed for analysts and content creators to maximise the use of Planning Analytics for Excel (PAfE). Learners will discover how to access live data directly from Planning Analytics models, build highly customised reports in Excel, and create tailored budget and forecast input templates for both Excel and Planning Analytics Workspace, eliminating the possibilities of standard excel calculation errors that exist in multiple company workbooks.

The course also covers how to automate reporting with PAfE, eliminating the need for manual data exports from PAW to generate Excel reports. Learners will explore the various PAfE report types, their advantages and limitations, interactive features, and how to publish reports for use in Planning Analytics Workspace.

Duration: 1 Day Course

Course Outline:

Unit 1: PAfE Reporting Overview

• What is Planning Analytics for Excel (PAfE)?
• The PAfE Ribbon
• The Task Pane
• Explore the PAfE Interface

Unit 2: Creating a PAfE Workbook

• Types of PAfE Reports
• Create an Exploration from a View
• Create an Exploration from Scratch
• Create a Custom Report
• Create a Dynamic Report
• Create a Universal Report
• Create a Universal (Static layout)

Unit 3: Data Entry and Publishing to PAW

• Explore Data Entry Options
• Publishing to PAW or Spreadsheet Services

This course is designed for analysts and modelers, focusing on the effective design and
layout of Planning Analytics Workspace (PAW) books. Students will gain the skills to create user-friendly interfaces that enable seamless report review, data analysis, and
budget/forecast input across the organisation.

Using a prebuilt model, learners will build a forecasting workbook with input templates,
summary views, and visualizations. They will also learn to do ad-hoe analysis to explore
variances, calculate key performance indicators (KPls), share data & reports, and identify
ways to improve business and financial efficiency.

Duration: 1 Day Course

Course Outline:

Unit 1: PAW Reporting Overview

• PA Reporting Options
• PAW Roles
• Navigating Planning Analytics Workspace
• PAW Books
• Dimension Sets
• Create a Personal Folder

Unit 2: Creating a Forecasting Workbook

• Create a Revenue Entry Template
• Create an Expense Entry Template
• Create a Payroll Entry Template
• Create a P&L Report
• Create a Welcome page with navigation buttons

Unit 3: Data Entry and Analysis

• Enter Data Manually
• Enter Data Through Consolidation Typing
• Enter Data Through Keyboard Shortcuts
• Enter Data Through Spreading Methods
• Base vs Sandbox Data Entry
• Perform Ad-Hoe Analysis
• Use Parameters for Dynamic MDX

This course is designed for business modelers seeking to enhance their expertise in Planning Analytics. Turbo Integrator (TI), the ETL tool within Planning Analytics, plays a critical role in data integration by facilitating the transfer of data in and out of Planning Analytics models, and within and between cubes. With TI you can streamline data integration, automate dimension management, and mimic Excel Macro-like functionality to enhance workflows.

Learners will gain hands-on experience building an Income Statement cube and its key dimensions-Departments, Organization, Products, Customers, Accounts, and Time-using CSV files, SQL tables, and manual methods in TI. Learners will also develop TI processes to create the Income Statement cube, load General Ledger (GL) data from SQL and automate tasks like set creation and hierarchy updates.

Duration: 1 Day Course

Course Outline:

Unit 1: What is Turbo Integrator?

• Turbo Integrator Overview
• Turbo Integrator Data Sources
• What Can We Do With TI?
• The Four TI Process Sections

Unit 2: Building Dimensions with TI

• The Guided Import Wizard
• Writing TI Script Manually
• Ragged vs Balanced Hierarchies
• Multi-level Alternate Hierarchies
• Hierarchy Changes Over Time
• Parent/Child Data Sources
• Flat File Data Sources

Unit 3: Loading Cubes and Other TI Functions

• Turbo Integrator as a Scripting Engine
• Loading Cubes with Turbo Integrator
• Key Point Summary

This course is designed for business modellers looking to expand their expertise in Planning Analytics by applying additional modelling techniques, best practices, and security configuration. It covers key features such as drill-through and picklists to enhance user interaction, along with the setup and management of user security and access. Additionally, the course provides best practices for implementing applications and planning workflows for budget and forecast processes.

Duration: 1 Day Course

Course Outline:

Unit 1: Additional Modelling Features

• The Three Types of Picklists & Picklist Best Practices
• Cube-to-Cube Drill Through
• Cube-to-SQL Drill Through

Unit 2: Design Tips and Troubleshooting

• When to Use Measures vs Attributes
• Building in Overrides & Adjustments
• Documenting Your Model
• Dimension Ordering and Optimization
• Common Issues and Troubleshooting

Unit 3: User Security and Access

• Users, Groups, & Roles
• Model Object Security

Unit 4: Applications and Plans

• Configure Applications
• Configure Plans

Throughout the course, learners will develop an understanding of cube rules, the Planning Analytics equivalent of Excel formulas, and their fundamental role in Planning Analytics modelling. The course will also explore how Excel modelling techniques and methods translate into cube rule development and model configuration, highlighting key similarities and differences between cube rules and Excel formulas.

Using an Income Statement and Commission Rates Cube, we will systematically apply and analyse various rules and calculations. Beginning with a basic sales commission expense rule, we will progressively introduce more dynamic rules that account for multi-department exceptions, commission threshold flags, and time-based commission changes. Additionally, we will explore best practices for optimising and scaling rules through cube feeders, leveraging real-world sales data examples to illustrate key concepts.

Duration: 1 Day Course

Course Outline:

Unit 1: What are Cube Rules?

• Cube Rules Overview
• Basic Syntax of a Cube Rule
• When to Use Consolidations Instead
• Rule Order of Evaluation

Unit 2: Intra-Cube Rules

• Creating a Simple Rule
• How Do We Create Exceptions for our Rules?
• Using Functions in Cube Rules

Unit 3: Inter-Cube and Consolidated Rules

• Rules Between Cubes
• Disabling a Rule Conditionally
• Resolving Level of Detail Issues
• Consolidated Rules to Override Aggregations
• Performing a Rule at all Levels
• Creating a Ratio Ru le
• Creating Rules for String Cells

Unit 4: Skipcheck & Feeders

• What are Feeders, and Why Do We Need Them?
• When Do Feeders Execute?
• Examine Common Feeder Examples

This introductory course is designed for business users who consume and interact with
content in IBM Cognos Analytics. Participants will learn how to navigate the interface,
run reports, create report views, and make use of time-saving tools like shortcuts,
scheduling, and subscriptions. The course also introduces the Al Assistant,
demonstrating how users can upload data and generate insights using natural
language queries. By the end of the course, learners will be confident in accessing and
exploring content within Cognos Analytics to support data-driven decisions.

Duration: 1/2 Day Course

Audience

This 2-day module covers the techniques required for reporting with multidimensional
content in Cognos Analytics. Using Planning Analytics cubes as the data source,
students will learn to leverage multidimensional objects such as hierarchies, levels,
members, sets, and tu pies, and how to make reports interactive with slicers and
prompts. Attendees will then utilize multiple filter, family, and relative functions to
unlock the power of multidimensional reporting in IBM Cognos Analytics.

Duration: 2 Day Course

Audience

Duration: 2 Day Course

Audience

This course is designed for analysts and content creators who own both Planning
Analytics and Cognos Analytics (Business Analytics). It highlights how these tools work
together to create real-time, interactive dashboards using Planning Analytics models.

Learners will learn to leverage built-in Planning Analytics features-such as sets,
security, rules/measures, and hierarchies-to streamline dashboard creation and
maintenance within Cognos. Through hands-on practice, they will configure a
Planning Analytics cube as a data source for Cognos, apply best practices, and build a
dynamic, interactive, multi-tab dashboard. This course is ideal for those looking to
elevate their Planning Analytics reporting and expand its impact beyond finance
(traditional rows and columns).

Duration: 1 Day Course

Audience

The Anaplan Academy offers training solutions to fit the needs of every aspiring model builder, solution architect, and informed end user. Whether you want to take on-demand training at your own pace, register for an in-person class, or sign up for a guided training cohort, visit the Anaplan Academy Page. Alternatively, Sempre offers tailored Anaplan training courses to suit your requirements. Please get in touch to find out more.

Contact Us

Role-based training programs from the Informatica University ensure your organisation gets the most out of its investment in Informatica products.  Find out about the best courses to suit yours and your teams needs by giving us a call.

Whether you’re just starting in a career, or you are an experienced professional, the self-directed approach from Microsoft Learn helps you arrive at your goals, with more confidence and at your own pace. Develop skills through interactive modules and paths or learn from an instructor. Learn and grow your way.

Contact Us