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PAITM – IBM Planning Analytics: Intermediate Training

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Course Outline:

  • Creating New TM1 Servers
  • Dimension Creation
    o Using the Dimension Editor
    o Creating Dimensions using Turbo Integrator
  • Exporting Data
    o Working with the Subset Editor
    o Exporting data with Architect
    o Exporting data with Turbo Integrator
  • Importing Data
    o Creating new cubes
    o Importing data using Turbo Integrator
  • Copying Data
    o Using Turbo Integrator to copy data from one element to another
  • Manipulating Data
    o Using Turbo Integrator to change or transform data in a cube
  • Rules and Feeders
    o Adding Rules and Feeders to a cube
  • Correcting Overfeeding
  • Copying Dimensions
    o Copying a Dimension including Hierarchies and Attributes
  • TM1 Security
  • Workflow
    o Creating Clients and Groups o Maintaining Object Security
    o Creating and Configuring Workflow Applications
  • Dynamic Report Creation
    o Using Perspectives to create new reports
  • Building Models
    o Bringing it all together by creating real world models for Revenue, Expense, and Headcount Planning
  • TM1 Trivia

Course Audience & Prerequisites:

Audience

This intermediate course is intended for developers who would like to gain a deeper understanding of IBM Planning Analytics.

Prerequisites

You should have completed TM1 Fundamentals training (Newcomp’s five TM1 Training Modules or the IBM comparable course), or have equivalent TM1 training and experience.

You should also have:

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

Course Offerings:

Instructor-Led In Classroom (5 days)
Newcomp can directly deliver courses 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 (5 days)
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.

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

  • Creating New TM1 Servers
  • Dimension Creation
    o Using the Dimension Editor
    o Creating Dimensions using Turbo Integrator
  • Exporting Data
    o Working with the Subset Editor
    o Exporting data with Architect
    o Exporting data with Turbo Integrator
  • Importing Data
    o Creating new cubes
    o Importing data using Turbo Integrator
  • Copying Data
    o Using Turbo Integrator to copy data from one element to another
  • Manipulating Data
    o Using Turbo Integrator to change or transform data in a cube
  • Rules and Feeders
    o Adding Rules and Feeders to a cube
  • Correcting Overfeeding
  • Copying Dimensions
    o Copying a Dimension including Hierarchies and Attributes
  • TM1 Security
  • Workflow
    o Creating Clients and Groups o Maintaining Object Security
    o Creating and Configuring Workflow Applications
  • Dynamic Report Creation
    o Using Perspectives to create new reports
  • Building Models
    o Bringing it all together by creating real world models for Revenue, Expense, and Headcount Planning
  • TM1 Trivia

Audience

This intermediate course is intended for developers who would like to gain a deeper understanding of IBM Planning Analytics.

Prerequisites

You should have completed TM1 Fundamentals training (Newcomp’s five TM1 Training Modules or the IBM comparable course), or have equivalent TM1 training and experience.

You should also have:

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

Instructor-Led In Classroom (5 days)
Newcomp can directly deliver courses 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 (5 days)
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.

N0PAX – Reporting with IBM Planning Analytics for Excel (PAX)

This course introduces PAx; IBM Cognos TM1’s latest Excel-based tool and the successor to the TM1 Perspectives add-in. Students will learn how to extract and input data both to and from TM1 cubes in Excel through multi-sheet, multi-query PAx spreadsheets. This one-day module will cover the creation of Exploration Views, Quick Reports, Dynamic Reports, Custom Reports and Snapshots.

N0PAW – Reporting with IBM Planning Analytics Workspace (PAW)

This course introduces Planning Analytics Workspace: Planning Analytics' latest web-based end user tool. Students will learn how to build dashboards that combine traditional TM1 Excel slices, cube views, individual cube cells. dimensions, and visualizations as widgets in an interactive canvas. This course will also cover searching for content, navigating through the workspace using buttons, interacting with cube views (drilling, pivoting, filtering, data input) and applying formatting with palettes and templates.

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.

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.

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.

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.