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

5 Days

Description

IBM Cognos Planning Analyst: Build Models (V10.1) is a five-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.

 

Upcoming Classes

Virtual Classroom Live
November 13, 2017

$3,500.00
5 Days    10:00am EST - 7:00pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

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)

Upcoming Classes

Virtual Classroom Live
November 13, 2017

$3,500.00
5 Days    10:00am EST - 7:00pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Prerequisites

You should have:

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

Upcoming Classes

Virtual Classroom Live
November 13, 2017

$3,500.00
5 Days    10:00am EST - 7:00pm EST
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date