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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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