This is the self paced training version of ''IBM Cognos Planning Analyst: Build Models (V10.1)'' classroom course. IBM Cognos Planning Analyst: Build Models (V10.1) is a five-day, self paced course that teaches modelers how to design and build models for business planning. You 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.

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.

http://www.ibm.com/training/terms

Please refer to Course Overview for description information.

This intermediate course is for Modelers.

You should have:

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

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)