IBM Cognos Planning Analyst: Build Models (V10.1) - SPVC - J1101G

Description

If you are enrolling in a Self Paced Virtual Classroom or Web Based Training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based Training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.

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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)

Aim

Please refer to Course Overview for description information.

Participant requirements

You should have:

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

Participant

This intermediate course is for Modelers.