This is the self paced training version of IBM Planning Analytics/Cognos TM1: Design and Develop Models in Performance Modeler (V10.2) classroom course. IBM Planning Analytics/Cognos TM1: Design and Develop Models in Performance Modeler (V10.2) is an intermediate self paced course that will teach modelers how to build a complete model in TM1. Through a series of lectures and hands-on exercises, you will learn how to create and customize dimensions and cubes, import and link data, and build and maintain applications.

Note: This training was developed using IBM Cognos TM1 10.2 but is applicable to both IBM Cognos TM1 v10.2 and IBM Planning Analytics.

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:

• Complete IBM Cognos TM1: Interact with Data (V10.2) WBT (Recommended)

You should have:

• Basic knowledge of OLAP and TM1
• Significant experience with Excel spreadsheets (functions, macros, etc.)
• Understanding of the metrics and drivers of your business

Overview of IBM Cognos TM1

• Review financial performance management
• Identify the TM1 position in a performance management system
• Describe the IBM Cognos TM1 components and architecture
• Explore IBM Cognos TM1 applications
• Explore the IBM Cognos TM1 environment
• Manage and organize a model

Create and Customize Dimensions

• Review cubes, dimensions, and elements
• Create dimensions manually
• Import dimensions
• Edit dimensions
• Create dimension calculations
• Use Guided Import to create a dimension

Create and Customize Cubes

• Construct a new cube
• Discuss cube properties
• Edit a cube structure
• Review and use a pick list
• Create cube calculations

Import Data

• Identify data sources
• Create processes to load data
• Create a process to delete data in a cube
• Create processes to update and maintain the model

Share Data Across Cubes with Links

• Discuss and list types of links
• Create and modify links
• Review rule- and process-based links

Complete the Income Statement Model

• Discuss the model development process
• Complete objects for the model
• Review tools to aid in model development

Create Applications

• Explain the application types
• Access an IBM Cognos TM1 application
• Create a new application
• Set the available clients
• Apply security in the application
• Activate and de-activate an application

Additional Modeling Techniques

• Create dynamic subsets
• Use dimension functions
• Implement business logic
• Improve cube performance
• Use TM1 utilities

Convert Currencies

• Discuss currency challenges
• Review control cubes
• Create rules for currency conversion
• Use TM1 techniques to reduce maintenance

Model Data with Architect

• Describe IBM Cognos TM1 Architect
• Record MDX queries
• Customize drill-through paths

Model for Different Fiscal Requirements

• Discuss time considerations
• Use discrete time dimensions
• Implement a continuous time dimension model

Contribute to Planning Applications (Optional)

Integrate with IBM Cognos BI (Optional)

Administer IBM Cognos Insight (Optional)

Additional Workshop (Optional)

Optimize and Tune Models (Optional)

Identify Common Data Structures (Optional)

Customize Business Rules (Optional)

Optimize Rule Performance (Optional)