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

Home / 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.

Course Outline:

Examine TM1 Components

  • Review performance management
  • Understand how TM1 enables performance management
  • Identify the TM1 user community
  • Describe the components of TM1

Customize Cube Views in IBM Cognos TM1

  • Understand the solution a model represents
  • View cube data from difference perspectives
  • Use aliases to display alternate element names
  • Filter subsets to view only specific elements
  • Differentiate between static and dynamic subsets
  • Add user-defined consolidations in subsets

Enter and Spread Data

  • Edit individual cells
  • Store private data in sandboxes
  • Spread data to multiple cells at once
  • Exclude cells from being adjusted
  • Enter data quickly using shortcuts

Analyze Data using IBM Cognos Analysis for Microsoft Excel

  • Connect to TM1 from within Microsoft Excel
  • Explore and analyze a TM1 cube
  • Build complex reports showing multiple cubes and views
  • Change data and commit it back to TM1

Analyze Data using IBM Cognos TM1 Perspectives

  • Use slices and snapshots to export TM1 data to Microsoft Excel
  • Retrieve and send data to TM1 using TM1 worksheet functions
  • Create reports in Microsoft Excel and PDF formats

Create Dynamic Reports with Active Forms

  • Create interactive reports and data input templates using Active Forms
  • Customize Active Forms using TM1 Functions
  • Apply formatting to Active Forms
  • Add Action buttons to enhance functionality

Contribute to Plans using TM1 Applications

  • Explain the different application types and connection modes
  • Identify application user roles and workflow states
  • Enter data using shortcuts and spreading
  • Submit and reject data
  • Populate an application with external data by using IBM Cognos Insight

Analyze and Enter Data in IBM Cognos Insight

  • Describe the uses of IBM Cognos Insight
  • Import data into a workspace
  • Explore and restructure data
  • Add calculations and highlight exceptions
  • Design a compelling workspace

Explore Data and Edit Subsets in TM1 Web

  • Work with a TM1 cube view on the Web
  • Build simple and complex subsets in TM1 Web

Organize and Distribute Content (Optional)

Workshop (Optional)

Course Audience & Prerequisites:

Audience

This intermediate course is for Analysts.

Prerequisites

  • Knowledge of your business requirements
  • Experience using the Windows operating system and a Web browser
  • Experience using Microsoft Excel

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

Examine TM1 Components

  • Review performance management
  • Understand how TM1 enables performance management
  • Identify the TM1 user community
  • Describe the components of TM1

Customize Cube Views in IBM Cognos TM1

  • Understand the solution a model represents
  • View cube data from difference perspectives
  • Use aliases to display alternate element names
  • Filter subsets to view only specific elements
  • Differentiate between static and dynamic subsets
  • Add user-defined consolidations in subsets

Enter and Spread Data

  • Edit individual cells
  • Store private data in sandboxes
  • Spread data to multiple cells at once
  • Exclude cells from being adjusted
  • Enter data quickly using shortcuts

Analyze Data using IBM Cognos Analysis for Microsoft Excel

  • Connect to TM1 from within Microsoft Excel
  • Explore and analyze a TM1 cube
  • Build complex reports showing multiple cubes and views
  • Change data and commit it back to TM1

Analyze Data using IBM Cognos TM1 Perspectives

  • Use slices and snapshots to export TM1 data to Microsoft Excel
  • Retrieve and send data to TM1 using TM1 worksheet functions
  • Create reports in Microsoft Excel and PDF formats

Create Dynamic Reports with Active Forms

  • Create interactive reports and data input templates using Active Forms
  • Customize Active Forms using TM1 Functions
  • Apply formatting to Active Forms
  • Add Action buttons to enhance functionality

Contribute to Plans using TM1 Applications

  • Explain the different application types and connection modes
  • Identify application user roles and workflow states
  • Enter data using shortcuts and spreading
  • Submit and reject data
  • Populate an application with external data by using IBM Cognos Insight

Analyze and Enter Data in IBM Cognos Insight

  • Describe the uses of IBM Cognos Insight
  • Import data into a workspace
  • Explore and restructure data
  • Add calculations and highlight exceptions
  • Design a compelling workspace

Explore Data and Edit Subsets in TM1 Web

  • Work with a TM1 cube view on the Web
  • Build simple and complex subsets in TM1 Web

Organize and Distribute Content (Optional)

Workshop (Optional)

Audience

This intermediate course is for Analysts.

Prerequisites

  • Knowledge of your business requirements
  • Experience using the Windows operating system and a Web browser
  • Experience using Microsoft Excel

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.

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.

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.