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IBM Cognos 8 Planning Analyst: Build Models

(v8.4)

IBM Cognos 8 Planning Analyst: Build Models (v8.4) is a five-day, instructor led course that teaches modelers
how to design and build models for business planning. Participants 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.

Topics Covered
• Examine the components of the IBM Cognos 8 Planning solution
• Design and create models in Analyst
• Load and input data into Analyst
• Automate common processes
• Enhance Analyst model functionality using the Excel Add-In
• Graphically display Analyst models and data using IBM Cognos 8 Planning - Manager

Intended Audience
• Modelers

Recommended Prerequisites
• Knowledge of your organization’s data and structure
• Microsoft Excel

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We believe an effective training program reduces the time it takes for users to learn and adopt new technology
and will lead to greater satisfaction overall. Whether you choose to attend public training, deliver your own
training, take self-paced training, or require customized training that reflects your business, let Cognos Education
assist you in developing comprehensive and economical training plans to meet these needs. To learn more or
find a Cognos Education contact near you, visit http://support.cognos.com/training/
1: Introduction to IBM Cognos 8 Planning - 3: Load Data
Analyst • Determine what can be used as source data
• Examine the components of the IBM Cognos 8 • Create file maps to assist in loading data
Planning solution • Load data from an external source into a
• Discuss libraries, D-Lists, D-Cubes, and D-Links D-Cube
• Create libraries • Load data from one D-Cube to another

2: Create D-Lists and D-Cubes 4: Enhance D-Lists and D-Cubes


• Manually create D-Lists • Prevent calculations on a D-List item
• Import D-List items from external sources • Control user input using a formatted D-List
• Modify D-Lists • Use Built-in Functions (BiFs) to calculate data
• Build D-Cubes • Use time averages in a D-List
• Use weighted averages in a D-List
• Apply conditional formulas to a D-List

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IBM Cognos 8 Planning Analyst: Build Models (v8.4)
5. Distribute Data 11: Examine Advanced Concepts
• Use a D-Cube to allocate data • Discuss calculation precedence
• Summarize D-Cube data with Accumulation • Restructure D-Cubes
D-Links • Transfer data within a D-Cube
• Populate a D-Cube based on text in the target • Examine cascading allocations
D-Cube using Lookup D-Links
12: Design for Reporting
• Explore the tools available for reporting on
6. Create and Distribute an Income Statement
• Determine the requirements for building and Analyst data

populating an income statement • Design a model for reporting purposes

• Discuss various methods of depreciation • Publish objects for external reporting

• Calculate depreciation using a Built-in Function • Make published data available for reporting in

• Export income statement data IBM Cognos 8


• Create a report based on Analyst published
7. Forecast Data data
• Examine the Forecast Built-in Function • Populate a D-Cube using IBM Cognos 8 as a
• Build a revised rolling forecast datasource
• Use various methods to forecast data
13: Enhance Functionality Using the Excel
Add-In
8. Automate Processes • Examine the Analyst Excel Add-In
• Use D-List and D-Cube update links to update • Build and update views
structure and data • Create and use templates for data entry
• Create macros to automate the update process • Format and customize Excel spreadsheets
• Enhance macros functionality • Update reports
• Record a macro to perform repetitive tasks • Examine batch printing

14: Illustrate the Model Using IBM Cognos 8


9: Object Maintenance and Administration
Planning - Manager
• Examine IBM Cognos 8 security
• Design reports
• Add and maintain libraries
• Create a flowchart
• Apply security to a library or object
• Link the flowchart to objects in Analyst
• Add, remove, and modify objects
• Create tables
• Create copies of objects and libraries
• Discuss features that affect performance End-to-End Workshop (Optional)

10: Use Complex Calculations Use Analyst with Contributor (Optional)


• Move values through periods using the Use Analyst with IBM Cognos Finance
FeedParam Built-in Function (Optional)
• Round values using TRound Built-in Function
• Examine Tier calculations
• Calculate balances based on profiles

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