Installation overview

To use IBM® Planning Analytics for Microsoft Excel, you must install Microsoft .NET Framework and the IBM Planning Analytics for Microsoft Excel components.

IBM Cognos TM1 includes samples that you can use with IBM Planning Analytics for Microsoft Excel. The samples illustrate product features and technical and business best practices using fictitious data. You can also use the samples to experiment with and share report design techniques, and for troubleshooting. To use the samples, your administrator must set up and configure them. Contact your administrator to find out where they are installed.

Procedure

  1. Complete the prerequisite tasks.
    1. Install Microsoft.NET Framework.

      For more information, see Installing Microsoft .NET Framework.

    2. Install Primary Interop Assemblies.

      For more information, see Installing Primary Interop Assemblies.

    3. Connect to IBM Planning Analytics Workspace.
    4. Configure your antivirus software to allow connections from Microsoft .NET Runtime and Microsoft Excel.
    5. Ensure that you are using IBMid.
    6. Use Cognos security.
  2. Install IBM Planning Analytics for Microsoft Excel components.

    For more information, see Installing IBM Cognos Analysis for Microsoft Excel components.

  3. Test IBM Planning Analytics for Microsoft Excel.

    For more information, see Testing IBM Cognos Analysis for Microsoft Excel.