IBM Planning Analytics Demo

Best Practices

Guy Jones
Global Planning Analytics Technical Sales Leader
Take Control of Your Console

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Useful Links
Business Analytics Blog (Marketing and Competitive)

https://www.ibm.com/blogs/business-analytics/
Digital Technical Engagement (DTE) for Planning Analytics

For prospective customer demos and POT’s (Proof of Technology) delivered

electronically.
DTE Link
IBM Business Analytics Resource Center for Planning Analytics

For customers to find out more about Planning Analytics

Resource Center Link
Learning objectives
By the end of this session, you should be able to …
1. Best practices for demoing PA
2. Understand new demo and meeting methodology
3. How to customize for different customer situations
4. Best practices for managing demo’s
PA Demonstration best practices
• Stay inside the workspace
• Only exit the workspace for PAX
• Use a workspace as a “front end”
• And to “stage” some pre-requisites
• Use the workspace as a collaboration tool during the demo
• Avoid unnecessary navigation
• Be prepared to do a “PA-101” at a moments notice
PA Demonstration best practices
• Do not:
• Show legacy clients (Architect, PM etc)
• Perform a lot of navigation in Workspace file system
• Be afraid to show things on the fly, but
• Be prepared
• Use simple examples
Competitive Approach
− “Me too” or “Be Good Enough” on competitive strengths
− Push Agenda on things that we are good at;
• All in one solution – Planning, Reporting and Analysis
• Workspace – Visually engaging and ease of use
• Hierarchies and Analysis
• Excel - PAX
Why IBM Planning Analytics is the leader…
More out-of-the box capabilities than any other business planning solution

Connect data sources across the

company to create an integrated
plan
Planning
&
Collaborative planning process Visual Analysis
analysis Secure,
enabling multiple business functions governed and
to work in the same environment and Option to compliant
Easy-to- reporting use
use web- Data
One consistent view into KPIs, based
Microsoft Scalabilit
plans, gaps, root causes and experience Excel y
Self-service interface
interactive scenarios exploratory Flexibility
analytics

Align planning process with

corporate strategy
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Introducing the new workspace demo front end!
− Looks Great!
− It can be customized for your presentations
− Can be used to structure and guide the flow of the entire
meeting
− Can link in custom content
− Rotating splash screen to show at start of meeting
− Section for presentation content
− Links to all demo assets and PA-101
Objectives
− Improve quality of demos presentations
− Consistency of demos – IBMers and BP’s
− Repeatable
− Reduce workload of tech sellers
− Showcase workspace value
• Single environment for all user roles
• Visually engaging
PA workspace demo front end
PA workspace rotating splash screen
How to Customize

− Update “hosts” file when using local browser

− Rotating splash screen images
− Workspace demo menu
• Agenda
• Customer Requirements
• Presentation
• Linked workspaces
Required : Update “hosts” file - MAC
Required : Update “hosts” file - Windows
Images used by the splash screen rotator
Images used by the splash screen rotator
Use Google search to find images

IBM Cloud / DOC ID / Month XX, 2017 / © 2017 IBM Corporation

Resize images using paint on CC image

IBM Cloud / DOC ID / Month XX, 2017 / © 2017 IBM Corporation

Clear browser cache when you change images
Planning Analytics 101
• Use this demo to:
• Give high level overview of building a PA solution
• Highlights different components using simple examples
• It is very simple and easy to understand
• Perform full lifecycle without showing legacy (ugly) clients
• How do I find it?
• Book : Use a blank workbook
• Script : https://youtu.be/9U9bQayFctM
• Script update for Workspace Version 30: https://youtu.be/hwMiq5WZu20
• Additional detail if required to show more detailed rules :
https://youtu.be/D3kOLH2dgyM
• TM1 Server : PA-101
PA-101 Update for SC30
− Incorporate features available in SC30
• Eg drag and drop data loads
– Finished cube available to allow demo of other other features
• “ExpensesFinal”
• eg bulk upload – (https://youtu.be/wK4Dhi4Vv3o)
– Updated demo flow script available
https://youtu.be/hwMiq5WZu20
Rule Editor – Auto completion enhancements

Watch this to see how to make writing rules look easy;

https://youtu.be/D3kOLH2dgyM
PA-101 - Additional Information
• Use existing process to load data.
• The data loading process also sets some other parameters behind the
scenes which are required for the demo to run smoothly
• You can Reset the demo using another process
Use this to refresh content
PA-101 - Cube Creation
Hints:
• Cube name can be anything you like
• Organization dimension can be named as you like
• The dimensions must appear in the order shown
Visually compelling workbook
• Use this demo to:
• To show example of highly visual, engaging workbook solving a
customer business problem
• How do I find it?
• Book : Industry Showcase/Automotive/SData2/Promotional Sales - NY
• TM1 Server : SData2
Business Analytics

How to display Word, PowerPoint, PDF files in PA Workspace using Box

Create a folder in Box and share as "People with the link". If you don't do this, then workspace will ask the users to
login to their Box account, any time they try to access a book with embedded documents.

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Business Analytics

How to display Word, PowerPoint, PDF files in PA Workspace

Now add your Word, PowerPoint, PDF etc documents in Box and do the same share "People with the link" for each
of the files you want to share.

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Business Analytics

How to display Word, PowerPoint, PDF files in PA Workspace

Each Box file that you upload has a unique id like this:
https://ibm.box.com/s/dtim2hch1857zinqlala7yrlvgpnkltj

Copy your file's unique id. We will only use the id portion not the url:
dtim2hch1857zinqlala7yrlvgpnkltj

You will use this as your sample URL template:

https://ent.box.com/embed/preview/<insert your shared file's id here>?direction=ASC&theme=light

This is what your URL will look like after you update it with your file's unique id:
https://ent.box.com/embed/preview/dtim2hch1857zinqlala7yrlvgpnkltj?direction=ASC&theme=light

if you want dark background, change "light" parameter to "dark"

https://ent.box.com/embed/preview/dtim2hch1857zinqlala7yrlvgpnkltj?direction=ASC&theme=dark

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Business Analytics

How to display Word, PowerPoint, PDF files in PA Workspace

Open up Workspace, create a new book/sheet and select insert a web page. This is where you will paste your URL
that you created above.

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Business Analytics

How to Display Word, PowerPoint, PDF files in PA Workspace

Hit Return/Enter key on your computer and turn off "Edit mode" to interact with your document.

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Business Analytics

You can also export your PPT files to images

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Business Analytics

And use them within Workspace

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Business Analytics

Create invisible Large buttons for Slide Show feel

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Business Analytics

Hide Sheet Titles from your presentations for a clean look and feel

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Business Analytics

Use templates that can scale to full screen

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Business Analytics

Use Opacity to achieve color schemas that are not available

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Business Analytics

Hide ”Script” section of your TI processes in your books

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Business Analytics

Use Excel as an advantage for missing chart types (e.g waterfall)

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Business Analytics

Use custom PAX styles so that less formatting is required to produce final report

Copy this file:

https://ibm.box.com/v/StylesCAFE

to:
C:\Users\Administrator\AppData\Local\Cognos\Office Connection\Styles
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Business Analytics

Join us for the next webinar in this

webinar series

Proven Best Practices for Building

Visualizations in IBM Planning Analytics
Workspace

Date: Thursday, September 13, 2018 Steven Beesley Brett Babione

Time: 11:00 AM ET Senior Managing Senior Managing
Duration: 60 minutes Consultant, IBM Planning Consultant, IBM Planning
Analytics Lab Services Analytics Lab Services
IBM IBM

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Thank
you
Guy Jones
Global Planning Analytics Technical Sales Leader

Guy.jones@us.ibm.com
https://twitter.com/guyxjones

IBM Cloud / © 2018 IBM Corporation 42