This blog is intended to continue and build upon the previous blog How to Use IBM Planning Analytics Workspace. In this blog, I will provide an overview on building the content for the first row of visualizations in the Dashboard below.
Dashboards
Create a Book
- Open up Planning Analytics Workspace and create a new Book.
Steps to Create Revenue by Month
- Drag and Drop a view from the Revenue Cube onto your canvas (we are using Revelwood’s Big Apple demo database for these examples).
- Update the View so the Rows are the Months and the Columns are the Products that you want to report on.
- Click on the amounts in your view, and select ‘Edit the Title’ from the blue Toolbar above your View and type in ‘Revenue by Month’. The results will look like the following:
Steps to Create Revenue by Region
- Click on the amounts in your view, and select ‘Duplicate’ from the Toolbar.
- Drag and Drop that view to the right of the second view.
- Swap the product Dimension with the Region dimension, so the Regions are on the Columns.
- Edit the Title to be ‘Revenue by Region’. The results will look like the following:
- Click the amounts in your first view, and select ‘Change Visualization’ from the blue toolbar above your View and select ‘Line’
- Click the amounts in your second view, and select ‘Change Visualization’ from the blue toolbar above your View and select ‘Column’.
- Click the amounts in your third view, and select ‘Change Visualization’ from the blue toolbar above your View and select ‘Word Cloud’.
The result will be:
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Read other Tech Tips blog posts:
Important Things to Consider When Changing your COA Structure
Securing Data from IBM Cognos TM1 On-Prem to IBM Planning Analytics
