Description
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Course details
| IBM course code: P8352G | Category: IBM Planning Analytics / IBM Planning Analytics |
| Delivery: Online & on-site** | Course length in days: 5 |
Target audience
Modeler
Desired Prerequisites:
• Understanding of how to interact with IBM Planning Analytics data
• Basic knowledge of OLAP and Planning Analytics
• Experience with Excel spreadsheets (functions, macros, etc.)
• Understanding of the metrics and drivers of your business
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
1: Overview of IBM Planning Analytics
• review financial performance management
• identify the Planning Analytics position in a performance management system
• describe the IBM Planning Analytics components and architecture
• explore IBM Planning Analytics applications
• explore the IBM Planning Analytics environment
• manage and organize a model
2: Create and customize dimensions
• review cubes, dimensions, and elements
• create dimensions manually
• import dimensions
• edit dimensions
• create dimension calculations
• use Guided Import to create a dimension
3: Create and customize cubes
• construct a new cube
• discuss cube properties
• edit a cube structure
• review and use a pick list
• create cube calculations
4: Import data
• identify data sources
• create processes to load data
• create a process to delete data in a cube
• create processes to update and maintain the model
5: Share data across cubes with links
• discuss and list types of links
• create and modify links
• review rule- and process-based links
6: Complete the income statement model
• discuss the model development process
• complete objects for the model
• review tools to aid in model development
7: Create applications
• explain the application types
• access an IBM Planning Analytics application
• create a new application
• set the available clients
• apply security in the application
• activate and de-activate an application
8: Additional modeling techniques
• create dynamic subsets
• use dimension functions
• implement business logic
• improve cube performance
• use Planning Analytics utilities
9: Convert currencies
• discuss currency challenges
• review control cubes
• create rules for currency conversion
• use Planning Analytics techniques to reduce maintenance
10: Model data with Architect
• describe IBM Planning Analytics Architect
• record MDX queries
• customize drill-through paths
11: Model for different fiscal requirements
• discuss time considerations
• use discrete time dimensions
• implement a continuous time dimension model
Additional Exercise (Optional)
Optimize and tune models (Optional)
Customize business rules (Optional)
Optimize rule performance (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
