Identify your role and select your learning path
Our Planning Analytics (TM1) training is organized by user roles and typical job responsibilities within an organization. You're invited to sign up for all courses within a learning path, or take courses on an individual basis - whatever works best for you. Our friendly training team is available to answer any questions, we'd love to hear from you.
Learning Path for End Users
End users input budgets, forecasts and planning data as well as view results.
Planning Analytics (TM1) for End Users
Course DetailsLearning Path for Analysts
Analysts compile and produce financial and operation information as well as perform ad hoc analysis. They conduct variance analysis for finance and operations, help run forecast scenarios and present results to various stakeholders.
Planning Analytics (TM1) Fundamentals
Course DetailsWorkspace (PAW) Reporting & Analysis
Course DetailsPlanning Analytics for Excel (PAfE)
Course DetailsLearning Path for Modelers
Modelers are responsible for designing, managing, and maintaining budgets, forecasts or operational planning modules. Additionally, they oversee the overall planning process for the organization.
Planning Analytics (TM1) Fundamentals
Course DetailsWorkspace (PAW) Reporting & Analysis
Course DetailsPlanning Analytics for Excel (PAfE)
Course DetailsCube Rules: The Calculation Engine
Course DetailsTurbo Integrator: The Scripting Engine
Course DetailsAdditional Modeling & Security
Course DetailsTraining FAQ
Is the course online or in person?
This course can either be taken as part of our regular instructor-led training schedule online, or you can request in-person on-site learning as a custom learning package. Reach out to us to inquire about in-person training.
Do we need to own Planning Analytics to take this course?
No software will need to be installed at all! All you require is internet access and a browser (Firefox, Chrome, Edge, etc.). ActionKPI has all the required software running on our dedicated servers, students will simply be provided with login credentials.
Will I receive a certificate upon completion?
Yes, you will receive a certificate upon completion that you can apply towards professional development, such as CPD credits for accredited finance professionals.