Planning Analytics for Excel (PAfE)

1 Day Course

Price: $599 USD per student

This course is designed for analysts and content creators to maximize the use of Planning Analytics for Excel (PAfE).

Learners will discover how to access live data directly from Planning Analytics models, build highly customized 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.

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Unit 1: PAfE Reporting Overview

PAfE Overview
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 Quick Report
Create a Custom Report
Create a Dynamic Report
Create a Universal Report

Unit 3: Data Entry & Publishing to PAW

Explore Data Entry Options
Publishing to PAW or Spreadsheet Services