Introduction to IBM Planning Analytics

Unlock business insights with the 'Introduction to IBM Planning Analytics' course - a gateway to data modeling, advanced analysis, and system admin.

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An outline of this training course

This course offers a comprehensive introduction to IBM Planning Analytics, guiding participants through a journey that starts with understanding the core functionalities and extends into the more intricate aspects of the tool. Beginning with 'Understanding IBM Planning Analytics', the course lays a solid foundation, illuminating the software's capabilities and its role in business intelligence. This is followed by 'Data Modeling in IBM Planning Analytics', where learners are immersed in the techniques of structuring and manipulating data, harnessing the power of TurboIntegrator. The course then progresses to 'Advanced Reporting and Analysis', empowering participants with the skills to perform complex data analyses and create insightful reports. Finally, it culminates with 'Administration and Security in IBM Planning Analytics', where students gain essential knowledge in system administration and security protocols, ensuring they are well-equipped to manage and protect their Planning Analytics environments. This cohesive structure ensures that by the end of the course, participants are not just acquainted with IBM Planning Analytics, but are proficient in leveraging its full suite of features for practical, real-world applications.


What are needed to take this course

There are no prerequisites, making it accessible to a wide range of learners. However, a basic understanding or some prior experience with financial planning and analysis tools can enhance the learning experience. This background knowledge will help participants more readily grasp the concepts and applications of IBM Planning Analytics, although it is not essential for the successful completion of the course.


Who is this course for?

This course is designed for individuals interested in gaining a foundational understanding of IBM Planning Analytics.


Details of what you will learn during this course

By the end of this course, you will:

  • Understand the key features and basic functionalities of IBM Planning Analytics
  • Learn about data modeling and data manipulation using TurboIntegrator
  • Gain skills in advanced reporting, analysis, and system administration


What you get with the course

This course provides text material divided into chapters, including an overview, key features, installation, configuration, data modeling, reporting, dashboards, and system administration and security.


Program Level



Field(s) of Study

Data Analysis, Financial Planning


Instruction Delivery Method

QAS Self-study


***This course was published in November 2023***


Enterprise DNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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Course Overview


Understanding IBM Planning Analytics


Data Modeling in IBM Planning Analytics


Advanced Reporting and Analysis


Administration and Security in IBM Planning Analytics


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