P8352G – IBM Planning Analytics: Design and Develop Models in Performance Modeler (v2.0)

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This course will teach students how to build a model using the Performance Modeler tool. 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 Length: 5 day(s)

Course Price: $3925 CAD

Available Course Formats:

  • In-class
  • Instructor Led Online
  • Self-Paced Virtual Classroom

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Course: P8352G – IBM Planning Analytics: Design and Develop Models in Performance Modeler (v2.0)

Course Outline

1. Overview of IBM Planning Analytics
- review financial performance management
- identify the Planning Analytics position in a performance management system
- describe the IBM Planning Analytics components and architecture
- explore IBM Planning Analytics applications
- explore the IBM Planning Analytics environment
- manage and organize a model

2. 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

3. Create and customize cubes
- construct a new cube
- discuss cube properties
- edit a cube structure
- review and use a pick list
- create cube calculations

4: 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

5. Share data across cubes with links
- discuss and list types of links
- create and modify links
- review rule- and process-based links

6. Complete the income statement model
- discuss the model development process
- complete objects for the model
- review tools to aid in model development

7. Create applications
- explain the application types
- access an IBM Planning Analytics application
- create a new application
- set the available clients
- apply security in the application
- activate and de-activate an application

8. Additional modeling techniques
- create dynamic subsets
- use dimension functions
- implement business logic
- improve cube performance
- use Planning Analytics utilities

9. Convert currencies
- discuss currency challenges
- review control cubes
- create rules for currency conversion
- use Planning Analytics techniques to reduce maintenance

10. Model data with Architect
- describe IBM Planning Analytics Architect
- record MDX queries
- customize drill-through paths

11. Model for different fiscal requirements
- discuss time considerations
- use discrete time dimensions
- implement a continuous time dimension model


  • Modeler


  • Understanding of how to interact with IBM Planning Analytics data
  • Basic knowledge of and Planning Analytics
  • Experience with Excel spreadsheets (functions, macros, etc.)
  • Understanding of the metrics and drivers of your business

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.