1: Overview of IBM Planning Analytics
- Review financial performance management
- Identify the IBM Planning Analytics position in a performance management system
- Describe the IBM Planning Analytics components and architecture
- Describe TM1 server fundamentals
- Describe fundamental modeling concepts
2: Create dimensions
- Describe cubes and dimensions
- Create dimensions manually
- Edit dimensions
- Create dimensions using TurboIntegrator
3: Build cubes and views
- Describe cubes and data points
- Create cubes
- Construct views of data in cubes
- Create and use a pick list
4: Load and maintain data
- Identify data sources
- Create processes to load data
- Create processes to delete data in a cube
- Create processes to update and maintain the model
5: Add business rules
- Describe a rule
- Construct rules for elements or consolidations
- Use functions in rules
- Optimize rule performance
- Describe rules in a rule worksheet
6: Optimize rule performance
- Describe consolidations and sparsity
- Enhance consolidation performance using SKIPCHECK
- Use FEEDERS to optimize aggregations
- Check the accuracy of rules and feeders
7: Transfer data into the model
- Describe the Advanced tabs in TurboIntegrator
- Load custom data into a cube
- Add a subset to a dimension
- Use logic in scripts
- Export data to ASCII
- Move data between versions
- Construct chores
8: Customize drill paths
- View related data
- Create a drill process
- Create a drill assignment rule
- Edit a drill process
9: Using rules for advanced modeling
- Describe virtual cubes
- List uses for lookup cubes
- Create and use a spread profiles cube
- Implement moving balances in a cube
10: Convert currencies
- Describe currency challenges
- Create a currency dimension
- Create a currency cube
- Create rules for currency conversion
11: Model for different fiscal requirements
- Identify time considerations
- Use discrete time dimensions
- Implement a continuous time dimension model
12: Deploy IBM Planning Analytics 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 deactivate an application
Appendix A: Optimize and tune models
- Identify characteristics of large models
- Describe strategies to improve model performance
Appendix B: Identify common data structures
- Identify characteristics of operational and reporting databases
- Discuss Online Analytical Processing (OLAP)
- Examine core model design principles
- Identify the basic tasks required to create an IBM Planning Analytics model and deploy it