Training offering

IBM Cognos 8 Planning Analyst: Build Models (v8.4)

Description

IBM Cognos 8 Planning Analyst: Build Models (V8.4) is a four-day, instructor-led course that teaches modelers how to design and build models for business planning. Participants will learn the data modeling process and participate in hands-on demos and workshops that illustrate good model design and best practice techniques while learning how to use the product.

Participants

This advanced course is intended for Modelers.

Prerequisite(s)

You should have:
•    Knowledge of your organization's data and structure
•    Microsoft Excel

Programme

Introduction to IBM Cognos 8 Planning - Analyst
•    Examine the components of the IBM Cognos 8 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 8 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 Analyst data
•    Design a model for reporting purposes
•    Publish objects for external reporting
•    Make published data available for reporting in IBM Cognos 8
•    Create a report based on Analyst published data
•    Populate a D Cube using IBM Cognos 8 as a datasource
Enhance Functionality Using the Excel Add In
•    Examine the Analyst Excel Add-In
•    Build and update views
•    Create and use templates for data entry
•    Format and customize Excel spreadsheets
•    Update reports
•    Examine batch printing
Illustrate the Model Using IBM Cognos 8 Planning - Manager
•    Design reports
•    Create a flowchart
•    Link the flowchart to objects in Analyst
•    Create tables
End-to-End Workshop (Optional)
Use Analyst with Contributor (Optional)
Use Analyst with IBM Cognos Finance (Optional)