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IBM Cognos 8 Planning Analyst: Build Models


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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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
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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
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
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