IBM Planning Analytics: Design and Develop Models in Performance Modeler V2.0 (P8352G)

IBM Planning Analytics: Design and Develop Models in Performance Modeler V2.0 (P8352G)


Duration: 5 days

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


Please refer to course overview

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


Additional Exercise (Optional) 

  • Optimize and tune models (Optional)
  • Customize business rules (Optional)
  • Optimize rule performance (Optional)
  • Understanding of how to interact with IBM Planning Analytics data
  • Basic knowledge of OLAP and Planning Analytics
  • Experience with Excel spreadsheets (functions, macros, etc.)
  • Understanding of the metrics and drivers of your business
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