IBM Cognos Planning Analyst: Build Models (V10.1)

Description

At SIXE we have been providing official IBM training around the world for over 12 years. Get the best training from our specialists in Europe. We have important discounts and offers for two or more students.

Course details

Target audience

This course is intended for Modelers.

Desired Prerequisites:

You should have:

• Knowledge of your organization's data and structure
• Knowledge of Microsoft Excel

Instructors

The great majority of the IBM courses we offer are taught directly by our engineers. This is the only way we can guarantee the highest quality. We complement all the training with our own materials and laboratories, based on our experience during the deployments, migrations and courses that we have carried out during all these years.

Added value

Our courses are deeply role oriented. To give an example, the needs for technology mastery are different for developer teams and for the people in charge of deploying and managing the underlying infrastructure. The level of previous experience is also important and we take it very seriously. That is why beyond (boring) commands and tasks, we focus on solving the problems that arise in the day to day of each team. Providing them with the knowledge, competencies and skills required for each project. In addition, our documentation is based on the latest version of each product.

Agenda and course syllabus

Introduction to IBM Cognos Planning Analyst

• Examine the components of the IBM Cognos Planning solution
• Discuss libraries, D-Lists, D-Cubes, and D-Links
• Create libraries

Create D-Lists and D-Cubes

• Manually create D-Lists
• Import D-List items from external sources
• Modify D-Lists
• Build D-Cubes

Load Data

• Determine what can be used as source data
• Create file maps to assist in loading data
• Load data from an external source into a D-Cube
• Load data from one D-Cube to another

Enhance D-Lists and D-Cubes

• Prevent calculations on a D-List item
• Control user input using a formatted D-List
• Use Built-in Functions (BiFs) to calculate data
• Use time averages in a D-List
• Use weighted averages in a D-List
• Apply conditional formulas to a D-List

Distribute Data

• Use a D Cube to allocate data
• Summarize D Cube data with Accumulation D Links
• Populate a D Cube based on text in the target D Cube using Lookup D Links

Create and Distribute an Income Statement

• Determine the requirements for building and populating an income statement
• Discuss various methods of depreciation
• Calculate depreciation using a Built-in Function
• Export income statement data

Forecast Data

• Examine the Forecast Built-in Function
• Build a revised rolling forecast
• Use various methods to forecast data

Automate Processes

• Use D List and D Cube update links to update structure and data
• Create macros to automate the update process
• Enhance macros functionality
• Record a macro to perform repetitive tasks

Object Maintenance and Administration

• Examine IBM Cognos security
• Add and maintain libraries
• Apply security to a library or object
• Add, remove, and modify objects
• Create copies of objects and libraries
• Discuss features that affect performance

Use Complex Calculations

• Move values through periods using the FeedParam Built-in Function
• Round values using TRound Built-in Function
• Examine Tier calculations
• Calculate balances based on profiles

Examine Advanced Concepts

• Discuss calculation precedence
• Restructure D Cubes
• Transfer data within a D Cube
• Examine cascading allocations

Design for Reporting

• Explore the tools available for reporting on Planning Analyst data
• Design a model for reporting purposes
• Publish objects for external reporting
• Make published data available for reporting in IBM Cognos
• Create a report based on Planning Analyst published data
• Populate a D-Cube using IBM Cognos as a datasource

Enhance Functionality Using the IBM Cognos Planning Analyst Add-in for Microsoft Excel

• Examine the IBM Cognos Planning Analyst Add-in for Microsoft Excel
• Build views
• Update views
• Create and use templates for data entry
• Format and customize Microsoft Excel spreadsheets
• Update reports
• Examine batch printing

Illustrate the Model Using IBM Cognos Planning Manager

• Design reports
• Create a flowchart
• Link the flowchart to objects in IBM Cognos Planning Analyst
• Create tables

End-to-End Workshop (Optional)

Use IBM Cognos Planning Analyst with IBM Cognos Planning Contributor (Optional)

Use IBM Cognos Planning Analyst with IBM Cognos Finance (Optional)

Do you need to adapt this syllabus to your needs? Are you interested in other courses?  Ask us without obligation.

Locations for on-site delivery

• Austria: Vienna
• Belgium: Brussels, Ghent
• Denmark: Cophenhagen
• Estonia: Tallinn
• Finland: Helsinki
• France: Paris, Marseille, Lyon
• Germany: Berlin, Munich, Cologne, Hamburg
• Greece: Athens, Thessaloniki
• Italy: Rome
• Louxemburg: Louxembourg (city)
• Netherlands: Amsterdam
• Norway: Oslo
• Portugal: Lisbon, Braga, Porto, Coimbra
• Slovakia: Bratislava
• Slovenia: Bratislava
• Spain: Madrid, Sevilla, Valencia, Barcelona, Bilbao, Málaga
• Sweden: Stockholm
• Turkey: Ankara
• United Kingdom: London