Training Offering

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

Information

Price £1,200 before tax
Length: 5 Days
Course code: J1101G
Delivery Type Self Paced Training

Session dates

On request. Please contact us.

Purchase

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    £1,200 before tax

    before tax

This training is also available as onsite training. Feel free to contact us for more information.

Description

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.



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Objectives

Please refer to Course Overview for description information.

Participants

This intermediate course is for Modelers.

Prerequisite(s)

You should have:




  • Knowledge of your organization's data and structure

  • Knowledge of Microsoft Excel

Programme

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)

Options

Machine requirements



Minimum Requirements (for PC) to use SPVC



•    Windows 2000, XP, Vista, and 7

•    Firefox, including V3.6.6

•    Internet Explorer, including V8

Browser settings include:

•    Java Runtime Environment must be installed and enabled in the web browser

•    Web browser must be set to enable/allow JavaScript

•    Web browser Pop-up blocking mechanisms must be set to allow pop-ups from elearn.ihost.com

•    Cookies must be enabled

•    Flash-enabled

•    CITRIX, for the remote lab (instructions to install included with the SPVC)


Course type

Roadmaps that reference this course are:



•    IBM Cognos Business Viewpoint 10.1 – Modeler & Administrator Role

•    IBM Cognos Planning 10.1 – Project Manager Role

•    IBM Cognos Planning 10.1 – Modeler Role


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