Report, data collection, and planning workbooks, together called analysis workbooks, are “virtual” workbooks assembled from worksheets stored in Excel workbook files on the Integrated Operational Planning server. A workbook must contain at least one worksheet. The worksheets associated with an analysis workbook can be the same as those in an Excel workbook file, but need not be.
Report Workbooks—Contain only report worksheets. Report workbooks are associated with an analysis type and are listed in the Reports section in the Planning Workbench. Analysis owners, participants, and approvers use report workbooks to view tabular reports and charts.
Data Collection Workbooks—Contain at least one report worksheet designed to collect updated forecast data from data providers. Data collection workbooks can contain other report worksheets, but they should not contain planning worksheets. Data collection workbooks are associated with an analysis type that is used to create a data collection scenario.
Planning Workbooks—Contain at least one planning worksheet and, optionally, report worksheets. Planning workbooks are associated with an analysis type. Analysis owners use the analysis type to create scenarios, and analysis owners and participants use a scenario planning workbook to perform what-if analyses.