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IBM Cognos Planning Analyst: Build Models (V10.1) (P8101G)

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Detailed Course Outline

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)