Workspace (PAW) Reporting & Analysis

1 Day Course

Price: $599 USD per student

This course is designed for analysts and modelers, focusing on the effective design and layout of Planning Analytics Workspace (PAW) books.

Learners will gain the skills to create user-friendly interfaces that enable seamless report review, data analysis, and budget/forecast input across the organization.

Using a prebuilt model, learners will build a forecasting workbook with input templates, summary views, and visualizations.

They will also learn to do ad-hoc analysis to explore variances, calculate key performance indicators (KPIs), share data & reports, and identify ways to improve business and financial efficiency.

Register now!

Contact us to register and schedule training or ask questions about the courses.

Unit 1: PAW Reporting Overview

PA Reporting Options
PAW Roles
Navigating PAW
PAW Books
Dimension Sets
Create a Personal Folder

Unit 2: Creating a Forecasting Workbook

Create a Revenue Entry Template
Create a Expense Entry Template
Create a Payroll Entry Template
Create a P&L Dashboard
Create a Welcome Page with Navigation Buttons

Unit 3: Data Entry & Analysis

Enter Data Manually
Enter Data Through Consolidated Typing
Enter Data Through Keyboard Shortcuts
Enter Data Through Spreading Methods
Base vs Sandbox Data Entry
Using Snap Commands
Perform Ad-hoc Analysis