N0PAX – Reporting with IBM Planning Analytics for Excel (PAX)

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This course introduces PAx; IBM Cognos TM1’s latest Excel-based tool and the successor to the TM1 Perspectives add-in. Students will learn how to extract and input data both to and from TM1 cubes in Excel through multi-sheet, multi-query PAx spreadsheets. This one-day module will cover the creation of Exploration Views, Quick Reports, Dynamic Reports, Custom Reports and Snapshots.

Course Length: 1 day(s)

Course Price: $700 CAD

Available Course Formats:

  • In-class

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Course: N0PAX – Reporting with IBM Planning Analytics for Excel (PAX)

TM1 Planning Analytics for Excel Overview

  • TM1 Planning Analytics for Excel
  • TM1 PAx Layout
  • PAx Interface Options
  • PAx Toolbar Buttons

PAx Cube Viewer and Set Editor

  • PAx Cube Viewer
  • Set Editor


  • Explorations from an Existing Cube View
  • Explorations From Scratch

Quick Reports

  • Quick Report Basics
  • Quick Report with Additional Features

Custom Reports

  • Creating a Custom Report

Dynamic Reports

  • Creating a Dynamic Report


  • Appendix A - TM1 Worksheet Functions
  • Appendix B - Supported MDX Functions for Subsets


Users interested in leveraging TM1 data in the Microsoft Excel environment and/or current Planning Analytics Prospective users.


You should have completed TM1 Fundamentals training (Newcomp’s five TM1 Training Modules or the IBM comparable course), or have equivalent TM1 training and experience.

You should also have:

Instructor-Led In Classroom (1 day)

Newcomp can directly deliver courses through the use of in-class training facilities. Currently,  in-class courses are offered in Markham, Ottawa, Vancouver, Halifax, and Edmonton. Please note that classes can be added to new areas based on demand.

Instructor-Led Online (1 day)

Students receive the same quality as an in-class course, with a live instructor and the ability to participate in hands-on labs through real-life examples. ILOs help cut costs by reducing time and travel as they can be taken from home or the office and require only the use of a computer, high-speed wired internet and a headset.