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IBM Cognos Metric Studio: Design Scorecards (V10.1/10.2) (B5157G)

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Detaillierter Kursinhalt

Overview of IBM Cognos BI

  • Discuss IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM)
  • Describe IBM Cognos BI components
  • Describe IBM Cognos architecture at a high level
  • Define IBM Cognos groups and roles
  • Explain how to extend IBM Cognos BI

Overview of IBM Cognos BI Metric Studio

  • Identify scorecarding methodologies
  • Explain how to identify and map requirements
  • Explain the Metric Studio architecture and potential data sources
  • Describe how to enhance the Metric Studio application
  • Identify how security is implemented in Metric Studio

Define the Application Environment

  • Create a Metric Studio application
  • Define a data source connection to the metric store
  • Define the scorecard structure by creating scorecards, metric types, qualifiers, and metrics
  • Identify ways in which metric status is calculated
  • Examine application administration tasks and scheduling

Overview of Loading and Calculating Data

  • Examine the data loading architecture
  • Identify potential data sources
  • Examine data management processes
  • Identify how data is staged prior to being loaded into the metric store
  • Examine scores and trends

Load Data using IBM Cognos BI Metric Designer

  • Examine Metric Designer
  • Configure Metric Designer to create extracts
  • Create objects extracts
  • Create metrics extracts from different source types
  • Publish extracts and load data into the metric store
  • Import metrics/scorecards from Metric Designer

Load Data using Alternative Methods

  • Load data from flat files
  • Load data from a relational database
  • Describe how to load data from IBM Cognos Planning

Manually Create Metrics and Calculate Data

  • Describe the types of calculated metrics
  • Create a derived metric
  • Create a derived index metric type
  • Create a formula-based calculated metric

Refine the Scorecard Application

  • Organize metrics by strategy
  • Track long-term goals using projects
  • View performance graphically using diagrams
  • Use Metric Studio data in a IBM Cognos BI report
  • Use Metric Studio default analysis reports
  • Add Metric Studio content to the portal

Set Application- and Object-Level Security

  • Identify authentication and authorization
  • Identify groups and roles
  • Use pre-defined IBM Cognos BI roles
  • Secure Metric Studio application and objects

Modify Default Environment Properties

  • Modify default business calendar settings
  • Modify default display settings
  • Set status indicator properties
  • Modify the appearance of metric names
  • Manage custom units of measurement

End-to-end Workshop

  • Create roles
  • Add members and define access permissions
  • Set capabilities
  • Create folders
  • Define access to entries
  • Create an export
  • Create an import

Sample Metric Map

Monitor Performance with Metrics

  • View relevant data
  • Sort and filter metrics by performance
  • Group metrics by strategic objectives
  • Record corrective actions against metrics
  • Track initiatives
  • Modify data values for a metric
  • Monitor important metrics