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

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.

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Roadmaps:

• IBM Cognos Business Viewpoint 10.1 – Modeler & Administrator Role
• IBM Business Viewpoint 10.1 - Administrator
• IBM Cognos Planning 10.1 – Project Manager Role
• IBM Cognos Planning 10.1 – Modeler Role
• IBM Business Viewpoint 10.1 - Modeler

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This course is intended for Modelers.

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You should have:

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

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Please refer to course overview.

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1: 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

2: Create D-Lists and D-Cubes

• Manually create D-Lists
• Import D-List items from external sources
• Modify D-Lists
• Build D-Cubes

3: 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

4: 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

5. 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

6. 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

7. Forecast Data

• Examine the Forecast Built-in Function
• Build a revised rolling forecast
• Use various methods to forecast data

8. 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

9: 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

10: 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

11: Examine Advanced Concepts

• Discuss calculation precedence
• Restructure D Cubes
• Transfer data within a D Cube
• Examine cascading allocations

12: 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

13: Enhance Functionality Using the IBM Cognos Planning Analyst Add-in for Microsoft Exce

• 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

14: 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)

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