This course is designed to teach modelers how to build a complete model in IBM Planning Analytics using Planning Analytics Workspace. Through a series of lectures and hands-on exercises, students will learn how to set up dimensions and cubes, manually enter data into these structures, and define the data that users can see. Students will also learn how to transfer data into the IBM Planning Analytics model, including the use of TurboIntegrator scripts to perform data transfer. In addition, the course outlines how to customize drill paths, convert currencies, and model for different fiscal requirements.

• Overview of IBM Planning Analytics
• Create dimensions
• Load and maintain data
• Add business rules
• Optimize rule performance
• Transfer data into your model
• Customize drill paths
• Use rules for advanced modeling
• Convert currencies
• Model for different fiscal requirements

Data Modelers

• Knowledge of your business requirements
• IBM Planning Analytics: Analyze Data and Create Reports (V2.0.x)

Overview of IBM Planning Analytics

Modeling in IBM Planning Analytics: overview

IBM Planning Analytics: data tier

In-memory data storage

Calculating versus caching data

Important files in TM1

Create dimensions

What is a dimension?

What are weights?

Time dimensions

Member attributes

Hierarchies

Load and maintain data

What is TurboIntegrator?

Defining data sources and process parameters in TurboIntegrator

Validate and run processes

TurboIntegrator chores

Add business rules

What are rules?

How do you create a rule?

Review rule processing

Use a rule to override aggregation

Use a function in a rule

Optimize rule performance

Understanding consolidations and sparsity

Optimize your rules using SKIPCHECK

Using feeder statements

Inter-cube feeders

Feeding string rules

Trace cell values and feeders

Transfer data into your model

Link cubes with different dimensions

Review TurboIntegrator

Dealing with data

Use IBM Planning Analytics as a data source

Tips for scripting in TurboIntegrator

Customize drill paths

View related data

Create a drill path

Use rules for advanced modeling

Describe a virtual cube

Utilize a lookup cube

Use relative spreading and a spread profiles cube

Use attributes in rules

Convert currencies

Converting currency: overview

Review control cubes

Model for different fiscal requirements

Understanding time

Discrete time dimensions

Continuous time dimensions

Develop a continuous time model