IBM Cognos Planning Analyst: Build Models (V10.1) Virtual Classroom Live November 13, 2017

Course Overview

• 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)

Prerequisites

You should have:

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