IBM Cognos Planning:
Analyst Model Building (2 days)

Course Description

IBM Cognos Planning: Analyst Model Building is a two-day, instructor-led, online course. In this course students will learn to create financial models using the IBM Cognos Planning – Analyst tool. The course is a fast-paced offering designed to illustrate best practices and common implementation methodologies.

This is a fully interactive course.  Participants will have practice performing the skills in our online classroom.  The instructor is able to see each student's computer screen and offer guidance. A full set of course materials is included and hard copies sent prior to the class. *

Price

$1,190

Course Date

June 19-20 7:00 AM - 3:00 PM PT (10:00 AM - 6:00 PM ET)

Class Goals

Introduction to IBM Cognos Planning - Analyst

• Examine the IBM Cognos Planning architecture
• Cognos Connection
• Cognos Planning - Contributor Web Client
• Cognos Planning - Manager
• Cognos Planning - Analyst

Create Libraries to Organize Analyst Content

• Examine the components of the IBM Cognos Planning solution
• Discuss libraries, D-Lists, D-Cubes, and D-Links
• Create libraries
• Setup an ODBC data source

Develop Dimensions and Cubes to Store and Calculate Model Data

• Manually create D-Lists
• Import D-List items from external sources
• Modify D-Lists:  Formatting, Calculations and Calc Options
• Build D-Cubes

Load External Data into Analyst Cubes

• Determine what can be used as source data
• Load data from an external ODBC source into a D-Cube
• Create file maps to assist in loading data
• Load data from a text file source into a D-Cube

Complete a Planning Model to Learn Key Important Techniques

• Develop cubes to facilitate user inputs
• Develop D-Links to copy data between cubes (Regular, Lookup and Accumulation)
• Mapping technique to transfer data between cubes
• Complex calculations using Built-in Functions (BiFs) and conditional formulas
• Updating plan amounts using breakback
• Process automation with Analyst macros

Document a Model with the Manager Tool

• Building interactive flowcharts
• Create process documentation

Useful Resources

• On-line Help
• BiF Library
• Planning Blueprints

Case Study to Reinforce Key Concepts

Registration Details

• You do NOT need a PayPal account to pay via credit card.

• Paying party will receive a payment confirmation directly from PayPal if that was the payment method.

• For both PayPal and P.O. payments, paying party will receive a separate confirmation email from Senturus, usually within 48 hours. At that time, the paying party can clarify information such as student name and shipping address.

• For those attending from within the United States, course materials will be shipped to student’s shipping address one week prior to the start of class. International students will receive an electronic copy.

• Details for attending the class, including course material shipping confirmation and meeting links, will be provided to each student one week prior to class.

System Requirements

Remote attendees are recommended to have two displays (monitors) so they can see both the training presentation as well as their hands-on desktop simultaneously.
Audio for attendees will be via VOIP, so a PC Headset is recommended. Audio will also be available via teleconference using a TOLL number.

Cancellation Policy

Cancelations made ten or more calendar days prior to the first day of the course, receive a 100% refund. Cancellations made between five and nine calendar days prior to the first day of the course, receive a 50% refund. Registrants will be charged 100% of the enrollment fee if a cancellation request is not received at least five calendar days prior to the first day of the course.

*Students attending from outside of the 50 United States will receive electronic copies of the course guide in place of a hard copy. These students are welcome to print one hard copy of this guide for their own personal use during the course, however any other reproduction or distribution of these materials is strictly prohibited.