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P8252G – IBM Planning Analytics/Cognos TM1: Design and Develop Models in Performance Modeler

Home / P8252G – IBM Planning Analytics/Cognos TM1: Design and Develop Models in Performance Modeler

IBM Planning Analytics/Cognos TM1: Design and Develop Models (V10.2) is an intermediate 5-day instructor-led course. This offering will teach modelers how to build a complete model in TM1. Through a series of lectures and hands-on exercises, students will learn how to create and customize dimensions and cubes, import and link data, and build and maintain applications.

Course Outline:

Overview of IBM Cognos TM1

  • review financial performance management
  • identify the TM1 position in a performance management system
  • describe the IBM Cognos TM1 components and architecture
  • explore IBM Cognos TM1 applications
  • explore the IBM Cognos TM1 environment
  • manage and organize a model

Create and Customize Dimensions

  • review cubes, dimensions, and elements
  • create dimensions manually
  • import dimensions
  • edit dimensions
  • create dimension calculations
  • use Guided Import to create a dimension

Create and Customize Cubes

  • construct a new cube
  • discuss cube properties
  • edit a cube structure
  • review and use a pick list
  • create cube calculations

Import Data

  • identify data sources
  • create processes to load data
  • create a process to delete data in a cube
  • create processes to update and maintain the model

Share Data Across Cubes with Links

  • discuss and list types of links
  • create and modify links
  • review rule- and process-based links

Complete the Income Statement Model

  • discuss the model development process
  • complete objects for the model
  • review tools to aid in model development

Create Applications

  • explain the application types
  • access an IBM Cognos TM1 application
  • create a new application
  • set the available clients
  • apply security in the application
  • activate and de-activate an application

Additional Modeling Techniques

  • create dynamic subsets
  • use dimension functions
  • implement business logic
  • improve cube performance
  • use TM1 utilities

Convert Currencies

  • discuss currency challenges
  • review control cubes
  • create rules for currency conversion
  • use TM1 techniques to reduce maintenance

Model Data with Architect

  • describe IBM Cognos TM1 Architect
  • record MDX queries
  • customize drill-through paths

Model for Different Fiscal Requirements

  • discuss time considerations
  • use discrete time dimensions
  • implement a continuous time dimension model

Contribute to Planning Applications (Optional)

Integrate with IBM Cognos BI (Optional)

Administer IBM Cognos Insight (Optional)

Additional Workshop (Optional)

Optimize and Tune Models (Optional)

Identify Common Data Structures (Optional)

Customize Business Rules (Optional)

Optimize Rule Performance (Optional)

Course Audience & Prerequisites:

Audience

This intermediate course is for modelers.

Prerequisites

  • Basic knowledge of OLAP and TM1
  • Significant experience with Excel spreadsheets (functions, macros, etc.)
  • Understanding of the metrics and drivers of your business

It is recommended that you complete course IBM Cognos TM1: Interact with Data (V10.2) WBT.

Course Offerings:

Instructor Led In Classroom

Newcomp can directly deliver  IBM Business Analytics courses for Business Intelligence, Performance Management, and IBM Advanced Analytics through the use of in-class training facilities.

Currently,  in-class courses are offered in Markham, Ottawa, Vancouver, Halifax, and Edmonton. Please note that classes can be added to new areas based on demand.

Instructor Led Online

Students receive the same quality as an in-class course, with a live instructor and the ability to participate in hands-on labs through real-life examples

ILOs help cut costs by reducing time and travel as they can be taken from home or the office and require only the use of a computer, high-speed wired internet and a headset.

Self Paced

Students can receive the same high-quality training, with the same courseware at their own speed and schedule with SPVC.  Individuals with busy schedules can complete a course over a 30-day timeframe at a lower price than in-class or ILO courses. Please note that there is no live interaction with an instructor in this format.

On-Demand

This course is available on-demand: request a specific course, location, time frame and/or format by completing this form. This offering increases schedule flexibility and allows us to accommodate people with different availabilities.

Customized Courses

On-site courses can also be customized based on user roles and needs within your organization. This option allows lower costs in travel and time and increased flexibility in scheduling. This format also enables students to work with the organization's data - adding value to the learning experience. This makes the training relevant and applicable to the students; daily tasks and therefore, results in a quicker path to productivity.

  • Course Outline
  • Course Audience & Prerequisites
  • Course Offerings
  • Related Courses

Overview of IBM Cognos TM1

  • review financial performance management
  • identify the TM1 position in a performance management system
  • describe the IBM Cognos TM1 components and architecture
  • explore IBM Cognos TM1 applications
  • explore the IBM Cognos TM1 environment
  • manage and organize a model

Create and Customize Dimensions

  • review cubes, dimensions, and elements
  • create dimensions manually
  • import dimensions
  • edit dimensions
  • create dimension calculations
  • use Guided Import to create a dimension

Create and Customize Cubes

  • construct a new cube
  • discuss cube properties
  • edit a cube structure
  • review and use a pick list
  • create cube calculations

Import Data

  • identify data sources
  • create processes to load data
  • create a process to delete data in a cube
  • create processes to update and maintain the model

Share Data Across Cubes with Links

  • discuss and list types of links
  • create and modify links
  • review rule- and process-based links

Complete the Income Statement Model

  • discuss the model development process
  • complete objects for the model
  • review tools to aid in model development

Create Applications

  • explain the application types
  • access an IBM Cognos TM1 application
  • create a new application
  • set the available clients
  • apply security in the application
  • activate and de-activate an application

Additional Modeling Techniques

  • create dynamic subsets
  • use dimension functions
  • implement business logic
  • improve cube performance
  • use TM1 utilities

Convert Currencies

  • discuss currency challenges
  • review control cubes
  • create rules for currency conversion
  • use TM1 techniques to reduce maintenance

Model Data with Architect

  • describe IBM Cognos TM1 Architect
  • record MDX queries
  • customize drill-through paths

Model for Different Fiscal Requirements

  • discuss time considerations
  • use discrete time dimensions
  • implement a continuous time dimension model

Contribute to Planning Applications (Optional)

Integrate with IBM Cognos BI (Optional)

Administer IBM Cognos Insight (Optional)

Additional Workshop (Optional)

Optimize and Tune Models (Optional)

Identify Common Data Structures (Optional)

Customize Business Rules (Optional)

Optimize Rule Performance (Optional)

Audience

This intermediate course is for modelers.

Prerequisites

  • Basic knowledge of OLAP and TM1
  • Significant experience with Excel spreadsheets (functions, macros, etc.)
  • Understanding of the metrics and drivers of your business

It is recommended that you complete course IBM Cognos TM1: Interact with Data (V10.2) WBT.

Instructor Led In Classroom

Newcomp can directly deliver  IBM Business Analytics courses for Business Intelligence, Performance Management, and IBM Advanced Analytics through the use of in-class training facilities.

Currently,  in-class courses are offered in Markham, Ottawa, Vancouver, Halifax, and Edmonton. Please note that classes can be added to new areas based on demand.

Instructor Led Online

Students receive the same quality as an in-class course, with a live instructor and the ability to participate in hands-on labs through real-life examples

ILOs help cut costs by reducing time and travel as they can be taken from home or the office and require only the use of a computer, high-speed wired internet and a headset.

Self Paced

Students can receive the same high-quality training, with the same courseware at their own speed and schedule with SPVC.  Individuals with busy schedules can complete a course over a 30-day timeframe at a lower price than in-class or ILO courses. Please note that there is no live interaction with an instructor in this format.

On-Demand

This course is available on-demand: request a specific course, location, time frame and/or format by completing this form. This offering increases schedule flexibility and allows us to accommodate people with different availabilities.

Customized Courses

On-site courses can also be customized based on user roles and needs within your organization. This option allows lower costs in travel and time and increased flexibility in scheduling. This format also enables students to work with the organization's data - adding value to the learning experience. This makes the training relevant and applicable to the students; daily tasks and therefore, results in a quicker path to productivity.

P8255G – IBM Cognos TM1: Administer the Technical Environment

IBM Cognos TM1: Administer the Technical Environment (V10.2) is a two-day, instructor-led course that combines lecture material and interactive practice in installing and administering the Cognos TM1 environment. The course outlines how the architecture can be customized to fit into various infrastructures. Students will learn how to install and configure Cognos TM1, monitor system performance, and secure Cognos TM1 applications.

P8257G – IBM Planning Analytics/Cognos TM1: Analyze and Share Data

This three-day, instructor-led course is designed to teach analysts how to use TM1 to analyze data to discover trends and exceptions, create and customize reports and templates, and contribute to plans. Through a series of lectures and hands-on exercises, students will learn how to create analyses and enter data in Microsoft Excel and on the web, create custom views of the data, and build reports and forms in Microsoft Excel that communicate with TM1.

N0PBP – IBM Planning Analytics (TM1) Administration, Optimization & Additional Features

This module covers additional IBM Planning Analytics (TM1) features and concepts such as object security, picklists, drill-through, and dimension ordering. Students will also learn about logging, monitoring server performance and configuration, and general troubleshooting.

N0PCR – IBM Planning Analytics (TM1) Cube Rules

This module is designed to educate students on the fundamentals of writing TM1 cube rules. Both intra and inter-cube rules are taught along with C-level and String rules. Feeders are also introduced and students will learn how to trace & check both rules and feeders.

N0PF0 – IBM Planning Analytics (TM1) Fundamentals

This module covers the fundamentals of IBM Planning Analytics (TM1), and introduces students to the essential objects, concepts and techniques required to build and maintain models. The class attendees will learn about dimensions, hierarchies, levels, elements, attributes, processes and chores before exploring an existing model. Students will then build multiple dimensions & cubes of their own both manually and programmatically from a variety of data sources and load the cubes with data.

N0PR0 – IBM Planning Analytics (TM1) Reporting

This module introduces several of the front ends of IBM Planning Analytics/Cognos TM1: Architect, Perspectives, and TM1Web. Students will extract data from TM1 Cubes using a variety of tools, and build input templates and reports using the most common techniques: Snapshots, Splices, and Active Forms. This module will also include lots of practice building different types of dimension subsets (static, dynamic, private, hand-coded MDX and user-defined consolidations) and cube views.

N0TI0 – IBM Planning Analytics (TM1) Turbo Integrator

This module focuses on IBM Planning Analytics (TM1)'s scripting/ETL engine - Turbo Integrator. Using this tool students will build a planning model from scratch using a variety of data sources, and create processes to perform common maintenance tasks such as creating subsets, loading cubes with external data and maintaining reporting cubes.