Guided Planning (Planning Analytics Workspace)

Version: Planning Analytics 2.0.9.20 and IBM Planning Analytics for Microsoft Excel 2.1.11.

The student has mastered:

• Creating structured books with optimised page layouts and navigation
• Customising text boxes, displaying cell values, and managing tab icons
• Using action buttons to enhance interactivity and workflow efficiency
• Applying conditional formatting to highlight due dates and key instructions
• Setting up views for AI forecasting and manual forecasting
• Leveraging visualisations and synchronised groups for deeper insights
• Saving reports as templates and setting defaults for consistency
• Building and managing Applications and Plans for structured workflows
• Understanding the key differences between Plans and Applications

At the end of the class, candidates complete a practical assessment to demonstrate their knowledge. This candidate achieved 100% on their assessment.