Course Content
1. Introduction to IBM Cognos Planning Analyst
- Examine the
components of the IBM Cognos Planning solution
- Discuss
libraries, D-Lists, D-Cubes, and D-Links
- Create libraries
2. Create D-Lists and D-Cubes
- Manually create
D-Lists
- Import D-List
items from external sources
- Modify D-Lists
- Build D-Cubes
3. Load Data
- Determine what
can be used as source data
- Create file maps
to assist in loading data
- Load data from
an external source into a D-Cube
- Load data from
one D-Cube to another
4. Enhance D-Lists and D-Cubes
- Prevent
calculations on a D-List item
- Control user
input using a formatted D-List
- Use Built-in
Functions (BiFs) to calculate data
- Use time
averages in a D-List
- Use weighted
averages in a D-List
- Apply
conditional formulas to a D-List
5. Distribute Data
- Use a D Cube to
allocate data
- Summarize D Cube
data with Accumulation D Links
- Populate a D
Cube based on text in the target D Cube using Lookup D Links
6. Create and Distribute an Income Statement
- Determine the
requirements for building and populating an income statement
- Discuss various
methods of depreciation
- Calculate
depreciation using a Built-in Function
- Export income
statement data
7. Forecast Data
- Examine the
Forecast Built-in Function
- Build a revised
rolling forecast
- Use various
methods to forecast data
8. Automate Processes
- Use D List and D
Cube update links to update structure and data
- Create macros to
automate the update process
- Enhance macros
functionality
- Record a macro
to perform repetitive tasks
9. Object Maintenance and Administration
- Examine IBM
Cognos security
- Add and maintain
libraries
- Apply security
to a library or object
- Add, remove, and
modify objects
- Create copies of
objects and libraries
- Discuss features
that affect performance
10. Use Complex Calculations
- Move values
through periods using the FeedParam Built-in Function
- Round values
using TRound Built-in Function
- Examine Tier
calculations
- Calculate
balances based on profiles
11. Examine Advanced Concepts
- Discuss
calculation precedence
- Restructure D
Cubes
- Transfer data
within a D Cube
- Examine
cascading allocations
12. Design for Reporting
- Explore the
tools available for reporting on Planning Analyst data
- Design a model
for reporting purposes
- Publish objects
for external reporting
- Make published
data available for reporting in IBM Cognos
- Create a report
based on Planning Analyst published data
- Populate a
D-Cube using IBM Cognos as a datasource
13. Enhance Functionality Using the IBM Cognos Planning Analyst
Add-in for Microsoft Excel
- Examine the IBM
Cognos Planning Analyst Add-in for Microsoft Excel
- Build views
- Update views
- Create and use
templates for data entry
- Format and
customize Microsoft Excel spreadsheets
- Update reports
- Examine batch
printing
14. Illustrate the Model Using IBM Cognos Planning Manager
- Design reports
- Create a
flowchart
- Link the
flowchart to objects in IBM Cognos Planning Analyst
- Create tables
15. End-to-End Workshop (Optional)
16. Use IBM Cognos Planning Analyst with IBM Cognos Planning
Contributor (Optional)
17. Use IBM Cognos Planning Analyst with IBM Cognos Finance
(Optional)