Description
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Course details
| IBM course code: P8105G | Category: Cognos / Cognos Planning |
| Delivery: Online & on-site** | Course length in days: 4 |
Target audience
This intermediate course is for Modelers.
Desired Prerequisites:
You should have:
- Completed the IBM Cognos Planning Analysts: Build Models (V10.1) course
- Knowledge of your organization's data and structure
- Knowledge of Microsoft Office 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 – Administrator
- Review IBM Cognos Performance Management (PM) Solution
- Identify IBM Cognos Planning and its components
- Identify IBM Cognos BI and its components
- Examine the IBM Cognos Planning architecture
- Examine IBM Cognos Planning – Contributor and its components
- Examine the development process for the Contributor solution
Build a Contributor Application
- Examine best practices for building the underlying
IBM Cognos Planning – Analyst model
- Configure IBM Cognos Planning Administrator
- Create a Planning Contributor application using the Application wizard
- Specify navigation, orientation, and application settings
- Import the e.List and rights
- Run Go to Production and preview a Planning Contributor application
Manage Workflow and Web Application Activities
- Access the application in Cognos Connection
- Examine the user roles and workflow states
- Create annotations
- Attach documents to Planning Contributor application items
- View and delete commentary
- Bounce users from the application
- Work offline
Apply Security
- Examine Cognos Planning security: authentication and authorization
- Examine Cognos Planning roles
- Assign access rights to end users
- Examine levels of user rights
- Create saved selections
- Examine and create access tables
- Identify network considerations
Administer Applications
- Review what happens during Go to Production
- Back up the datastore
- Display Invalid Owners and Editors
- Create a planning package
- Reset workflow states
- Set advanced options for subsequent Go to Production processes
- Examine job management and the types of jobs that can be performed
- Create help text for end users
- Verify that data entered is valid
Manage Data
- Synchronize the Cognos Planning – Contributor application with the Cognos Planning – Analyst model
- Import data into the Planning Contributor application as a planner, reviewer and administrator
- Publish Planning Contributor data
Use Extensions
- Examine IBM Cognos Planning – Contributor extensions
- Report from Planning Contributor data using extensions
- Configure Planning Contributor extensions
- Use administration extensions
Automate Applications
- Examine automation of common administration tasks using macros
- Create and publish a macro
- Group related tasks into one macro
- Examine how to run macros
Consume Planning Data in Cognos BI
- Examine Cognos Connection
- Create a portal page to group different types of content into a single view
- Examine how to access live data in Cognos Studios
- Create and run agents based on planning data in Events Studio
Case Study
- Create a Contributor application
- Ensure planners and reviewers have the required access to the appropriate data
- Modify the application to accommodate the addition of new locations
- Bring test data into the application in an administrator role and an end user role
- Publish data for reporting and automate this task
Use the Contributor Add-in for Excel
(Optional)
- examine the Cognos Planning – Contributor Add-in for Excel
- enter, save, and submit Planning Contributor data using the Excel Add-in
- modify the display of Planning Contributor data in Microsoft Office Excel
- annotate data in Microsoft Office Excel
- save a workbook as a template
Move Data Between Planning Analyst and Planning Contributor (Optional)
- Export data from Planning Analyst for use in Planning Contributor
- Integrate Planning Contributor with Planning Analyst
- Move data from Planning Analyst to Planning Contributor using a D-Link
- Move data from Planning Contributor to Planning Analyst using a D-Link
- Compare D-Links to importing data in Planning Administrator
Translate a Contributor Application (Optional)
- Examine the translation cycle
- Create a translation
- Translate applications into different languages
- Export files for translation
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
