OneCloud has some very convenient features to help with the integration, automation, and management of your IBM Planning Analytics Environment. These features can be combined with a variety of touchpoints that OneCloud has with other technologies including Salesforce, Workday, NetSuite, Power BI, Tableau, Google Drive, box, relational databases, and more. For a full overview visit www.onecloud.io/solutions.

This IBM Planning Analytics-focused quick-start guide helps users optimize OneCloud to work with IBM's EPM solution.

Step 1: Get Access to OneCloud

New Company

If your company is not yet registered, visit https://www.onecloud.io/trial-request to sign up for a full-use trial of OneCloud.

Existing Company

If your company is already a OneCloud customer and you would prefer to use your primary OneCloud environment for this tutorial, please contact your OneCloud system administrator. This will ensure you are added to a security group with Workspace administrator access.

Step 2: Get Started

The 10 tasks below will jumpstart users looking to optimize their IBM Planning Analytics experience. The estimated time to progress through the content below is one hour and 30 minutes. While not mandatory, we recommend completing each of the tutorials in order. Further, not all sections need to be completed, but some do build off work from completed prior sections.

Task

Summary

Time (minutes)

Configure a Workspace for IBM Planning Analytics

Create Workspace variables and Environments for LCM.

5

Create an IBM PA Cloud Connection

Create a standard Connection to IBM PA Cloud to exchange data and perform other administrative tasks.

10

Create a Source Text File Connection

Access source data for the various exercises.

10

Create a Relational Connection

Create a Connection to either an Oracle or SQL Server relational database to query, load and execute Commands.

5

Create a File Utilities Connection

Create a Connection to utilize the File Utilities Biz App

5

Create a Tabular Transformation Connection

Create a Connection to utilize the Tabular Transformations Biz App

5

Load Data from File to IBM PA

Setup a OneCloud Chain to load data from a source text file directly into IBM Planning Analytics.

20

Load Relational Data to IBM PA

Copy a Chain and alter it to load relational data directly into IBM PA via SQL Server.

5

Extract Data from IBM PA

Configure a OneCloud Chain to extract data from IBM PA.

20

Chain Promotion in IBM PA

Learn how to promote a Chain from one Environment to another.

5


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