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Training Courses

Elevate your expertise with our specialised training courses designed to supercharge your skills in IBM Planning Analytics. Whether you’re an end user or a developer, explore the course pathway to see how students can advance their knowledge and work towards proficiency.

Course Pathway

Here are the courses available for end users and developers.

End User Pathway

Understanding the Value of IBM Planning Analytics / TM1

Learn the value and benefit of TM1 to empower your understanding of how it works and its flexibility to provide analytics capabilities to optimise any part of the organisation’s functions.

      End User (Planning Analytics for Excel)

      Planning Analytics for Excel (PAfE) is an Excel add-in that allows you to display and update values from a TM1 database using cell-based functions. In this course, learn how to use PAfE efficiently to build Excel spreadsheets.

          End User (Perspectives)

          Perspectives is an Excel add-in that allows you to display and update values from a TM1 database using cell-based functions. In this course, learn how to use Perspectives efficiently to build Excel spreadsheets.

              End User (Slice)

              Slice is an Excel add-in that allows you to display and update values from a TM1 database using cell-based functions. In this course, learn the fundamentals to begin utilising Slice to build Excel spreadsheets.

                  End User (Planning Analytics Workspace)

                  Planning Analytics Workspace is a web-based application that provides data visualisation capabilities and advanced planning functionalities. In this course, you will learn important end-user features covering data interrogation, data manipulation, importing data and building a dashboard from scratch.

                      Exploration and Quick Report

                      This course is a deep dive on the Exploration view and Quick Report available in IBM Planning Analytics for Excel (PAfE). An Exploration provides the flexibility to quickly change the view to show detailed information from the TM1 Server. The Quick Report can combine data from multiple sources and enhance it using Excel formulas, formats and cell references.

                          Custom Report / Slice

                          This course is deep dive into the most customisable reporting type, Custom Report (IBM Planning Analytics for Excel) / Slice (Perspectives and Slice). You will learn to set up your own reports with graphs and how to implement and Action Button. Despite the different terminology, they are the same reporting type.

                              Dynamic Report / Active Forms

                              This course is deep dive into the most formative reporting type, Dynamic Report (IBM Planning Analytics for Excel) / Active Forms (Perspectives and Slice). You will learn to manipulate this unique report that gives users the ability to expand and collapse rows. Despite the different terminology, they are the same reporting type.

                                  Universal Report

                                  This course is a deep dive into the hierarchy-aware Universal Report, which can dynamically execute formulas and queries against the TM1 Server. You will learn the various functions and features to manipulate Universal Reports.

                                      MDX Fundamentals

                                      When retrieving a list of members in a dimension or analysing cube data, IBM Planning Analytics utilises the language Multidimensional Expressions (MDX) to query the TM1 Server. There is an advantage in understanding how to read and write MDX for end users, as it will provide extra controls to enhance report building in Excel and dashboards in Workspace.

                                          Developer Pathway

                                          Complete the End User Pathway

                                          Before commencing the Developer Pathway, you must complete the End User Pathway that teaches how to utilise the IBM Planning Analytics’s interface for Excel and Workspace.

                                              Developer Fundamentals

                                              This is the first course for those who want to be a Developer. The Developer Fundamentals course will teach the tools needed for dimension building, cube design, data loading and writing business logic. This course will also benefit end users who want to understand the logic used to develop the model for transparency and integrity.

                                                  Advanced Rules

                                                  This course is a deep dive into writing Rules, a formula-driven language that applies business logic to Cubes. By the end of this course, you will gain more confidence in writing arithmetic formulas to formulas with multi-cube logic. You will also learn why the TM1 Server is appreciated for its ability to handle data sparsity and how to manage this powerful feature.

                                                      Advanced TurboIntegrator

                                                      This course is a deep dive into utilising the TurboIntegrator (TI), a tool for importing data, manipulating objects like dimensions and modifying data to apply business logic. By the end of this course, you will gain more confidence in utilising TI on the TM1 Server.

                                                          Advanced MDX

                                                          This course is a deep dive into MDX (MultiDimension eXpression), a language used to query the TM1 Server for extracting data and structure. Understanding how to read and write MDX will enable you to enhance Excel reports beyond the standard Dynamic Report export. It would also put you on the right step to learning TM1py since understanding MDX is fundamental.

                                                              Administrator

                                                              This course is designed for administrators to gain the essential skills to manage, configure, and optimise IBM Planning Analytics (TM1) environments.

                                                                  TM1py Fundamentals

                                                                  TM1py helps to bridge external systems to IBM Planning Analytics (PA) through the power of Python. Python has an ever-growing package collection that can be used to enhance IBM PA, like infusing AI and forecasting algorithms into the planning cycle to reduce time and costs. This course will equip you with the fundamentals to take advantage of Python using TM1py.

                                                                      Pulse Fundamentals

                                                                      Pulse is an application lifecycle management software for IBM Planning Analytics with many features to monitor the TM1 Server. To ensure you get the most out of Pulse, this course will teach you the most advanced features to keep your server in peak condition.

                                                                          Apliqo UX – Apliqo Certified Professional

                                                                          Apliqo UX is a platform that transforms IBM Planning Analytics into a visual masterpiece and allows you to collaborate efficiently through notifications. UX has sophisticated templates for reporting, planning, and analysis to visualize information dynamically and communicate the results to all stakeholders, regardless of device.

                                                                              Apliqo UPM – Apliqo Certified Professional

                                                                              Apliqo UPM (Unified Performance Management) is a suite of software solutions that offers functional excellence in strategic performance, financial performance, operational performance and financial consolidation while providing sophisticated integrations that allow for true holistic business planning and performance management. This certification focuses on the proficiency of Apliqo C&C and Apliqo FPM.

                                                                                  There are multiple educational options to enrol in these training courses. You can either pay for individual courses, join the Power User Membership to have access to all courses or build a custom curriculum for your organisation with the Enterprise Membership.