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  • IBM Cognos Workspace: Create Workspaces (V10.2.1)Open or Close

    Description

    • IBM Cognos Workspace: Create Workspaces (V10.2.1) is a 4 hour WBT that is designed to introduce consumers to business scenarios and best practices around viewing and creating workspaces in IBM Cognos Workspace.
    • Through interactive demos and learning activities, this course will give participants an in-depth view of working with workspaces in an enterprise environment.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

    • Knowledge of your business requirements
    • Experience using basic Windows and Web functionality
    • Completion of IBM Cognos BI for Consumers(V10.2) WBT or working knowledge of IBM Cognos Connection

    Topics

      Explore, Navigate, and Create Workspaces

      • Identify the components of IBM Cognos Workspace
      • Create a workspace using report parts
      • Align and rearrange report widgets
      • Cut, copy, and paste widgets.
      • Enhance a workspace with images, titles, and web objects

        Focus the Data in Your Workspace

        • Use prompts, local filters and global filters
        • View the Information bar
        • Perform drill up and down
        • Set up and perform a Go To from your workspace to a data related report

          Organize the Data in Your Workspace

          • Search for data
          • Create calculations
          • Display data in report widgets
          • Convert a crosstab to a chart

            Communicate the Data in Your Workspace

            • Export a report part
            • Create annotations
            • Collaborate on workspaces with your colleagues
            • Create watch rules

              Access Functionality Based on Access Rights

              • Consume workspaces based on access rights
              • Interact with workspaces based on access rights
              • Assemble workspaces based on access rights
              • Embedding and customizing workspaces
  • Overview of IBM Cognos BI (V10.2.2) - SPVCOpen or Close

    Description

    • Overview of IBM Cognos BI (V10.2.2) provides participants with a high level overview of the IBM Cognos BI suite of products and their underlying architecture.
    • Participants will examine each BI component as it relates to the comprehensive Smarter Analytics solution, and will be shown a range of resources to access additional information on each product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

    • An understanding of your organization's business intelligence process and reporting needs
    • Experience using basic Windows functionality
    • Experience using a web browser

    Topics

      IBM Cognos Business Intelligence

      • Describe IBM Cognos Business Intelligence (BI) and its position within the IBM Smarter Analytics approach and offerings
      • Describe the IBM Cognos 10 Family of offerings
      • Describe IBM Cognos BI enterprise components
      • Describe IBM Cognos architecture at a high level
      • Describe IBM Cognos BI security at a high level

      Consume Content in IBM Cognos BI

      • Where do consumers access BI content?
      • Use published reports
      • Drill-through to related data
      • Specify run report options
      • Specify properties of an entry
      • Add comments to saved output
      • Alerts and Watch Items

      Create Reports in IBM Cognos BI

      • Overview of reporting and report authoring
      • Identify package types available for reporting
      • Create ad hoc reports and analyze data with IBM Cognos Workspace Advanced
      • Enhance and create reports in IBM Cognos Report Studio
      • Create an Active Report
      • Import personal data by using My Data Sets

      Create Workspaces in IBM Cognos BI

      • Describe IBM Cognos Workspace
      • Explore navigation and general functionality
      • Create a workspace from existing content
      • Modify an existing workspace
      • Collaborate on a workspace

      Create Metadata Models in IBM Cognos BI

      • Describe IBM Cognos Framework Manager
      • Describe IBM Cognos Transformer components and capabilities
      • Describe IBM Cognos Cube Designer

      Extend IBM Cognos BI

      • Describe IBM Cognos Mobile
      • Explain IBM Cognos for Microsoft Office
      • Describe IBM Cognos Event Studio
      • Explain Metric Studio
  • IBM Cognos BI Administration (V10.2.2) - SPVCOpen or Close

    Description

    • This course provides training to new administrators on the fundamental tasks of installing and configuring IBM Cognos BI, and administering servers and content in the environment.
    • In the course, participants will install and configure the IBM Cognos BI software, implement security, and manage the server components. Students will also monitor and schedule tasks, create data sources, manage and deploy content in IBM Cognos Connection and IBM Cognos Administration.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

    • Knowledge of Web application server architectures
    • Security systems administration
    • Experience using basic Windows and Web functionality
    • Knowledge of your business requirements

    Topics

      • Introduction to IBM Cognos BI Administration
      • Identify IBM Cognos BI Architecture
      • Secure the IBM cognos BI Environment
      • Administer the IBM Cognos BI Server Environment
      • Manage Run Activities
      • Manage Content in IBM Cognos Administration
      • Additional Configuration and Customization
      • Overview of IBM Cognos BI (Optional)
      • IBM Cognos BI for Consumers (Optional)
      • Drill Through Definitions (Optional)
      • End-to-end Workshop (Optional)
  • IBM Cognos Cube Designer Design Dynamic Cubes (V10.2.2) - SPVCOpen or Close

    Description

    • IBM Cognos Cube Designer: Design Dynamic Cubes (V10.2.2) provides participants with introductory to advanced knowledge of how to model metadata for predictable reporting and analysis results using IBM Cognos Cube Designer.
    • Participants will learn the full scope of the metadata modeling process, from initial project creation, to publishing dynamic cubes, and enabling end users to easily author reports and analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

    • Knowledge of dimensional modeling and design.
    • Experience using IBM Cognos Connection and Administration.

    Topics

        Introduction to IBM Cognos Dynamic Cubes

        • Define and Differentiate Dynamic Cubes
        • Identify the Challenges of Very Large Data and how Dynamic Cubes resolves those issues
        • Examine dynamic cube characteristics
        • Examine dynamic cube requirements
        • Examine high-level architecture
        • IBM Cognos Dynamic Query
        • Review Dimensional Data Structures
        • Describe the dynamic cube process flow and lifecycle
        • Examine how dynamic cubes use caching

        Create and Design a Dynamic Cube

        • Explore the IBM Cognos Cube Designer
        • Review the cube development process
        • Examine the automatic cube generator
        • The Manual Development Process
        • Examine Modeling Strategies

        Deploy and Configure a Dynamic Cube

        • Deploy and publish a dynamic cube
        • Use the Hardware Sizing Wizard
        • Configuration and management of a published cube
        • Assign an Access Account
        • Examine query service administration tasks
        • Explore dynamic cube properties
        • Configure a dynamic cube to trigger a report
        • Run Administrative Commands with the DCAdmin Command Line Tool

        Advanced Dynamic Cube Modeling

        • Identify advanced modeling techniques and caveats
        • Examine calculated members and measures
        • Model a relative time dimension
        • Explore Custom Relative Time
        • Explore the Current Period Property
        • Define Period Aggregation Rules for Measures
        • Create and Use Named Sets
        • Examine the Shared Dimension Property

        Advanced Features of Cube Designer

        • Examine Multilingual Support
        • Define Parent-Child Dimensions (ragged hierarchies)
        • Refresh Metadata in an Existing Cube
        • Import Framework Manager packages into Cube Designer
        • Filter measures and dimensions

        Optimize Performance with Aggregates

        • Examine aggregation in dynamic cubes
        • Identify types of aggregates (database and in-memory)
        • Examine user-defined, in-memory aggregates
        • Use Aggregate Advisor to identify aggregates
        • Use Automatic In-Memory Aggregate Optimization
        • Allocate memory for cache and aggregates
        • Explore the aggregate workflow
        • Explore the aggregate advisor
        • Use Slicers

        Define Security

        • Overview of dynamic cube security
        • Types of Security
        • Examine Security Scope
        • Identify roles and capability requirements
        • Define Security Using Relational Database Tables
        • Use security filters to define hierarchy security views
        • Assign users and groups to security views

        Model a Virtual Cube

        • Examine the benefits, requirements, and build process of virtual cubes
        • Explore virtual cube objects: dimensions and hierarchies
        • Examine virtual levels in merged hierarchies
        • Explore Currency Conversion Using a Virtual Cube
        • Apply security to virtual cubes
        • Publish a virtual cube

        A: Overview of IBM Cognos BI

        • Describe the IBM Cognos Family
        • Identify the positioning of each component and studio in IBM Cognos BI
        • Examine the high level IBM Cognos BI architecture
        • Describe Cognos BI groups and roles
  • IBM Cognos Disclosure Management (V10.2.4) - SPVCOpen or Close

    Description

    • IBM Cognos Disclosure Management (V10.2.4) is designed to teach you to create, manage, and administer internal and external reports and workflows.
    • Through a series of lectures and hands-on exercises, you will create and generate a report and configure the CDM application. Dashboards, Views, and the Yearly Rollover are also covered.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

    • Strong understanding of Microsoft Office.
    • Experience using the Windows operating system and a Web browser
    • Strong background in developing such reports.

    Topics

      • Describe IBM Cognos Disclosure Management and its role in the IBM Cognos performance management solution
      • Generate the report
      • Create and edit report objects
      • Add content to report objects
      • Perform additional configuration
      • Analyze reports using views
      • Perform rollover and cascade
      • Create dashboards
      • Administer security
  • IBM Cognos TM1 Design and Develop Models in Architect (V10.2) - SPVCOpen or Close

    Description

    • This course is designed to teach modelers how to build a basic cube model in TM1 using the Architect tool.
    • Through a series of lectures and hands-on exercises, students will learn how to set up and verify dimensions, cubes, and views, manually enter data into these structures, and define the data that users can see.
    • Students will also learn how to transfer data into the TM1 model, including the use of TurboIntegrator processes.
    • This course is ideal for users who already have models built with Architect and need a high degree of customization, or whose model complexity has evolved past Performance Modeler capabilities.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

    • Strong understanding of Microsoft Office.
    • Experience using the Windows operating system and a Web browser
    • Strong background in developing such reports.

    Topics

      • Describe IBM Cognos Disclosure Management and its role in the IBM Cognos performance management solution
      • Generate the report
      • Create and edit report objects
      • Add content to report objects
      • Perform additional configuration
      • Analyze reports using views
      • Perform rollover and cascade
      • Create dashboards
      • Administer security
  • Overview of IBM Cognos BI (V10.2.2) - SPVCOpen or Close

    Description

    • Overview of IBM Cognos BI (V10.2.2) provides participants with a high level overview of the IBM Cognos BI suite of products and their underlying architecture.
    • Participants will examine each BI component as it relates to the comprehensive Smarter Analytics solution, and will be shown a range of resources to access additional information on each product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • An understanding of your organization's business intelligence process and reporting needs
      • Experience using basic Windows functionality
      • Experience using a web browser

      Topics

        IBM Cognos Business Intelligence

        • Describe IBM Cognos Business Intelligence (BI) and its position within the IBM Smarter Analytics approach and offerings
        • Describe the IBM Cognos 10 Family of offerings
        • Describe IBM Cognos BI enterprise components
        • Describe IBM Cognos architecture at a high level
        • Describe IBM Cognos BI security at a high level

        Consume Content in IBM Cognos BI

        • Where do consumers access BI content?
        • Use published reports
        • Drill-through to related data
        • Specify run report options
        • Specify properties of an entry
        • Add comments to saved output
        • Alerts and Watch Items

        Create Reports in IBM Cognos BI

        • Overview of reporting and report authoring
        • Identify package types available for reporting
        • Create ad hoc reports and analyze data with IBM Cognos Workspace Advanced
        • Enhance and create reports in IBM Cognos Report Studio
        • Create an Active Report
        • Import personal data by using My Data Sets

        Create Workspaces in IBM Cognos BI

        • Describe IBM Cognos Workspace
        • Explore navigation and general functionality
        • Create a workspace from existing content
        • Modify an existing workspace
        • Collaborate on a workspace

        Create Metadata Models in IBM Cognos BI

        • Describe IBM Cognos Framework Manager
        • Describe IBM Cognos Transformer components and capabilities
        • Describe IBM Cognos Cube Designer

        Extend IBM Cognos BI

        • Describe IBM Cognos Mobile
        • Explain IBM Cognos for Microsoft Office
        • Describe IBM Cognos Event Studio
        • Explain Metric Studio
  • IBM Cognos BI Administration (V10.2.2) - SPVCOpen or Close

    Description

    • This course provides training to new administrators on the fundamental tasks of installing and configuring IBM Cognos BI, and administering servers and content in the environment.
    • In the course, participants will install and configure the IBM Cognos BI software, implement security, and manage the server components.
    • Students will also monitor and schedule tasks, create data sources, manage and deploy content in IBM Cognos Connection and IBM Cognos Administration.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of Web application server architectures
      • Security systems administration
      • Experience using basic Windows functionality
      • Experience using a Web browser
      • Knowledge of your business requirements

      Topics

        • Introduction to IBM Cognos BI Administration
        • Identify IBM Cognos BI Architecture
        • Secure the IBM cognos BI Environment
        • Administer the IBM Cognos BI Server Environment
        • Manage Run Activities
        • Manage Content in IBM Cognos Administration
        • Additional Configuration and Customization
        • Overview of IBM Cognos BI (Optional)
        • IBM Cognos BI for Consumers (Optional)
        • Drill Through Definitions (Optional)
        • End-to-end Workshop (Optional)
  • IBM Cognos Disclosure Management (V10.2.4) - SPVCOpen or Close

    Description

    • IBM Cognos Disclosure Management (V10.2.4) is designed to teach you to create, manage, and administer internal and external reports and workflows.
    • Through a series of lectures and hands-on exercises, you will create and generate a report and configure the CDM application.
    • Dashboards, Views, and the Yearly Rollover are also covered.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Strong understanding of Microsoft Office.
      • Experience using the Windows operating system and a Web browser
      • Strong background in developing such reports.

      Topics

        • Describe IBM Cognos Disclosure Management and its role in the IBM Cognos performance management solution
        • Generate the report
        • Create and edit report objects
        • Add content to report objects
        • Perform additional configuration
        • Analyze reports using views
        • Perform rollover and cascade
        • Create dashboards
        • Administer security
  • IBM Cognos ICM: Fundamentals of Configuration (V8.0) - SPVCOpen or Close

    Description

    • IBM Cognos ICM: Fundamentals of Configuration (V8.0) SPVC teaches students the foundation of IBM Cognos Incentive Compensation Manager 8.0. This is a self-paced virtual classroom course, during which students will learn the basic structure of the software and its navigation, how to create tables and calculations to produce results based on common business requirements, and how to create Data Stores from their calculation results.
    • In addition, students will learn how to use both Portal Access and Workflow Manager to make existing reports available in the Web client.
    • At the end of this course, clients will be able to transfer knowledge learned to solve their own business requirements within IBM Cognos ICM.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have completed:

      • Course titled ''IBM Cognos ICM: Introduction to Discovery (V8.0)''

      You should have:

      • An experience using Windows and Microsoft Excel
      • Knowledge of basic relational databases concepts

      Topics

        Introduction to IBM Cognos ICM 8

        • Identify the main differences between the Admin client and the Web client
        • Navigate the Admin client
        • Explain the use of the various modules available in the Admin client

        Navigating IBM Cognos ICM

        • Log into IBM Cognos ICM 8
        • Explain the basics of ICM 8 interface navigation
        • Define the use of the Composer toolbar icons

        Rivacent Overview

        • Understand the current Rivacent setup
        • Explain the requirements of Rivacent

        Calendars

        • Explain the workings of ICM 8 calendars and their navigation
        • Explain the differences between locked and unlocked calendars in ICM 8
        • Add and configure new calendars

        ICM Tables

        • Explain the use and purpose of Primary Keys
        • View and determine dependencies among tables
        • Import data into tables
        • Manually add new data to tables
        • Create tables
        • Navigate within tables
        • Explain the concept of effective dating tables

        Introduction to Calculations in Cognos ICM

        • Navigate the New Calculation wizard
        • Create single-source calculations
        • Explain what each step in the New Calculation wizard does

        Restrictions

        • Identify where restrictions are used in IBM Cognos ICM 8
        • Restrict tables to specific values contained in the tables
        • Join 2 or more data sources using restrictions
        • Explain why data sources are joined together

        Multi-Source Calculations

        • Create calculations using multiple sources

        Deconstructing the Requirements

        • Analyze requirements
        • Determine how to solve the requirements

        Time Shift Calculations

        • Explain when Time Shift calculations are used
        • Create a Time Shift calculation

        Union Joins (Add by Rows)

        • Explain a Union Join
        • Determine when to use a Union Join
        • Create a calculation using a Union Join

        Components

        • Wrap objects into a component
        • Create placeholder connections
        • Create and link outbound and inbound connections

        Data Stores

        • Explain what a data store is used for
        • Create a data store

        Configuring Portal Access for IBM Cognos ICM Web

        • Describe how Portal Access manages access to reports in Cognos ICM Web
        • Create trees to be assigned to Access, Inquiry and Sign Off
        • Assign Trees to Presenter Reports
        • Create Web Tabs

        Workflow Management

        • Analyze workflow.
        • Determine how to build an effective workflow solution

        Admin Client Security

        • Create user roles and accounts
  • IBM Cognos ICM: Advanced Configuration (V8.0) - SPVCOpen or Close

    Description

    • IBM Cognos ICM: Advanced Configuration (v8.0/v8.1) focuses on important concepts that prepare you for a successful configuration.
    • During the course, students will review the current state of the model, learn how to effectively use the time table and the date string tables in calculations, and how to use multiple calendars. Students will learn about elements of the Standard Build Framework including attributes, components and feeds, when to use the attributes approach to model design, and how to create port to feed data out of a component.
    • The first part of the course ends with coverage of advanced calculation techniques and how to use consolidated outbound ports and the second part covers installation and configuration concepts, how to configure web client security and how to configure admin client security.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have completed:

      • Course titled "IBM Cognos ICM: Introduction to Discovery (V8.0)"
      • Course titled "IBM Cognos ICM: Fundamentals of Configuration (V8.0)"

      You should have experience using Windows and Microsoft Excel.

      Topics

        • Work with the Time table
        • Work with the Date String table
        • Understand the concepts of the Standard Build Framework
        • Understand the Base Model
        • Understand the Attribute Approach
        • Use the Attributes table to attach an attribute meta data label to a calculation
        • Create a consolidated outbound calculation using a union calculation
        • Create inbound and outbound ports
        • Reorganized calculation connections
        • Rename a port
        • Delete inbound and outbound ports
        • Use a Category calculation
        • Use a Sort calculation
        • Use an Accumulated Partition
        • Use the PREV() function in a calculation
        • Make modifications to the service configuration file to enable unicode and other settings
  • IBM Cognos ICM - Build Reports (V8.0) - SPVCOpen or Close

    Description

    • IBM Cognos ICM: Build Reports (V8.0) is a three-day, self-paced training course. It is designed for professional report authors to learn report building techniques using ICM to enhance, customize, and manage professional reports.
    • You will participate in interactive Walk Thrus and Exercises that illustrate key concepts while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      There are no prerequisites for this course.

      Topics

        • Introduction to IBM Cognos ICM
        • Requirements Overview
        • Overview of Presenter
        • Creating Presenter Report Templates
        • Presenter Data Sources and Data Grids
        • Presenter Parameters and Pick Lists
        • Using Process Lists to Test Presenter Web Functionality
        • Presenter Values & Fixed Grids
        • Linking Presenter Reports
        • Transforming Presenter Sources
        • Creating and Using Presenter Row Form Sources
        • Presenter Charts
        • Presenter Gauges
        • Presenter Maps
        • Web Forms
        • Tailored Reports and Compensation Plans
        • Portal Access
        • Workflow Manager
  • IBM Cognos ICM: Building the Model (V8.1) - SPVCOpen or Close

    Description

    • IBM Cognos ICM: Building the Model (V8.1) teaches clients the foundation of IBM Cognos Incentive Compensation Manager 8.1. During the 4-day instructor led course, clients will learn to customize an ICM model by creating tables, calculations, components and data stores.
    • training demos and workshops simulate a real-world implementation in an effort to enable students to apply concepts learned to their own IBM Cognos ICM implementations.
    • The last day of class is spent working on a case study, where students will work in groups of 3-4 to design and build model objects that will calculate commissions earned for two fictional groups of employees.
    • At the end of this course, clients should be able to use all the basic functions of the software.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • experience with basic Windows functionality
      • experience using Microsoft Excel

      Topics

        • Introduction to ICM Cognos ICM
        • Sample Outdoors Company Overview
        • Designing and Creating Tables
        • Populating and Maintaining Tables
        • Introduction to Calculations
        • Designing Restrictions
        • Multi-Source Calculations
        • Deconstructing the Requirements
        • Time Shift Calculations
        • Unions
        • Components
        • Data Stores
        • Publishing Data From Views
        • Case Study
  • IBM Cognos TM1: Administer the Technical Environment (V9.5) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos TM1: Administer the Technical Environment (V9.5)'' classroom course. IBM Cognos TM1: Administer the Technical Environment (V9.5) is a two-day, self paced course that combines course material and hands-on practice in installing and administering the TM1 environment.
    • The course outlines how the architecture can be customized to fit into various infrastructures.
    • You will learn how to perform replication and synchronization, monitor system performance, and secure TM1 applications.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Students should have:

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

      Topics

        • TM1 Architecture and Installation
          • Describe the IBM Cognos performance management (PM) system and TM1's role in PM
          • Identify the components of TM1 architecture
          • Install TM1 components
          • Configure the TM1 server
        • Replicate and Synchronize Servers
          • Describe the replication process
          • Identify replication relationships
          • Identify possible server configurations
          • Replicate cubes
          • Remove cube replications
          • Synchronize replications
        • Monitor Server Performance
          • Use TM1 log files
          • Monitor performance with control cubes
          • Dynamically monitor TM1 server threads
          • Monitor TM1 server performance in real time
          • Describe object locking
        • Manage the Server
          • Broadcast messages to clients
          • Connect and disconnect users from a TM1 server
          • Shut down a remote TM1 server
        • Implement TM1 Security
          • Identify TM1 authentication options
          • Create users and groups
          • Configure integrated login
          • Assign object security rights to groups
          • Use rules to maintain security rights
          • Use TurboIntegrator processes to maintain security
        • Back Up and Recover Applications
          • Create processes to back up data
          • Plan for backup and recovery of TM1 applications
        • Migrate Applications from Development to Production
          • Document objects in the TM1 Application
          • Manage the application metadata
        • Add Cube Rules (Optional)
  • IBM Cognos TM1: Design and Develop Models (V9.5) - SPVCOpen or Close

    Description

    • This is the self paced training version of classroom course ''IBM Cognos TM1: Design and Develop Models (V9.5)''. IBM Cognos TM1: Design and Develop Models (V9.5) is a five-day, self paced course designed to teach modelers how to build a complete model in TM1.
    • Through hands-on exercises, students will learn how to set up and verify structures, manually enter data into these structures, and define the data users can see.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • IBM Cognos TM1: Analyze Data (V9.5)
      • Basic knowledge of OLAP and TM1
      • Significant experience with Excel spreadsheets (functions, macros, etc.)
      • Understanding of the metrics and drivers of your business

      Topics

        Introduction to IBM Cognos TM1

        • Review financial performance management
        • Describe the architecture and components of TM1
        • Identify the basic tasks required to create a TM1 model and deploy it

        Create Dimensions

        • Review cubes and dimensions
        • Create dimensions manually
        • Edit dimensions
        • Create dimensions using Turbo Integrator

        Build Cubes and Views

        • Discuss cubes and data points
        • Create cubes
        • Construct views of data in cubes
        • Create and use a pick list

        Load and Maintain Data

        • Create processes to load data
        • Create a process to delete data in a cube
        • Create processes to update the model

        Add Business Rules

        • Discuss a rule
        • Construct rules for elements or consolidations
        • Use functions in rules
        • Optimize rule performance
        • Discuss rules in a Rule Worksheet

        Optimize Rule Performance

        • Optimize rule performance
        • Use Skipcheck and Feeders
        • Employ tools to enhance rules and feeders

        Transfer Data into Your Model Using Scripts

        • Review Advanced tabs in Turbo Integrator
        • Add a subset to a dimension
        • Use logic in scripts
        • Move data between versions
        • Construct chores

        Customize Drill Paths

        • Create a Drill Process
        • Create a Drill Assignment Rule

        Using Rules for Advanced Modeling

        • Discuss virtual cubes
        • List uses for lookup cubes
        • Create and use a spread profile cube
        • Implement moving balances in a cube

        Convert Currencies

        • Discuss currency challenges
        • Create currency dimension
        • Create currency cube
        • Create rules for currency conversion

        Model for Different Fiscal Requirements

        • Discuss time considerations
        • Use discrete time dimensions
        • Implement a continuous time dimension model

        Introduction to Managed Planning Applications

        • Review the purposes and benefits of a managed planning application
        • Review supported platforms

        Contribute Data to Managed Planning Applications

        • Access a Managed Planning Applications
        • Identify user roles and workflow states
        • Enter data using shortcuts and spreading
        • Submit and reject data

        Create and Deploy Planning Applications to the Web

        • Create a Managed Planning Application
        • Apply security to Managed Planning Applications
        • Examine design techniques and best practices

        Define Workflow (Optional)

        Integrate with IBM Cognos 8 BI and IBM Cognos Planning (Optional)

        Design for Reporting (Optional)

  • IBM Cognos ICM: Building the Model (V8.1) - SPVCOpen or Close

    Description

    • IBM Cognos ICM: Building the Model (V8.1) teaches clients the foundation of IBM Cognos Incentive Compensation Manager 8.1. During the 4-day instructor led course, clients will learn to customize an ICM model by creating tables, calculations, components and data stores.
    • training demos and workshops simulate a real-world implementation in an effort to enable students to apply concepts learned to their own IBM Cognos ICM implementations.
    • The last day of class is spent working on a case study, where students will work in groups of 3-4 to design and build model objects that will calculate commissions earned for two fictional groups of employees.
    • At the end of this course, clients should be able to use all the basic functions of the software.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • experience with basic Windows functionality
      • experience using Microsoft Excel

      Topics

        • Introduction to ICM Cognos ICM
        • Sample Outdoors Company Overview
        • Designing and Creating Tables
        • Populating and Maintaining Tables
        • Introduction to Calculations
        • Designing Restrictions
        • Multi-Source Calculations
        • Deconstructing the Requirements
        • Time Shift Calculations
        • Unions
        • Components
        • Data Stores
        • Publishing Data From Views
        • Case Study
  • IBM Cognos Express: Manage IBM Cognos Express (V9.0) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Express: Manage IBM Cognos Express (V9.0)'' classroom course. IBM Cognos Express: Manage IBM Cognos Express (V9.0) is a one-day, self paced course designed to teach new administrators the fundamental responsibilities of how to install, configure, and administer IBM Cognos Express products.
    • Through hands-on exercises, you will set up and explore the environment, add data sources, add users, and secure business content.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your organization's data and structure
      • Experience using the Windows operating system
      • Experience using a Web browser
      • Knowledge of your business requirements

      Topics

        Introduction to IBM Cognos 8 Controller 8.4

        • Review the Cognos Performance Management (PM) solution and role of IBM Cognos 8 Controller in PM
        • Examine IBM Cognos 8 Controller components
        • Examine the structures used in a Controller application
        • Examine the application setup workflow
        • Log on to a Controller application and set personal options

        Set Up Companies

        • Examine the importance of company structures in the Controller application
        • Enable the currencies and countries to be used in the Controller application
        • Create and link companies
        • Specify ownership relations between companies
        • Verify the company structure

        Set Up Accounts

        • Examine the importance of account structures in a Controller application
        • Create and link accounts
        • Maintain an account structure
        • Verify the account structure

        Configure the Application

        • Examine general configuration settings for a Controller application
        • Examine actualities
        • Identify the three types of actualities
        • Configure a Controller application

        Enable Data Entry and Data Transfer

        • List different ways to enter data into Controller
        • Examine forms
        • Create forms and verify form structure
        • Examine form sets
        • Examine how to import data from an external system
        • Create an import specification
        • Import data from an external file

        Set Up Accounts to Show Changes over Time

        • Use movement accounts to track changes over time
        • Examine the workflow process to create movement accounts
        • Enable and create movement accounts
        • Prepare movement accounts for data entry

        Enhance Data Analysis

        • Enhance data analysis by using extended dimensions
        • Enable and define extended dimensions
        • Generate reports for extended dimensions
        • Prepare accounts for extended dimensions
        • Add extended dimensions to forms
        • Verify extended dimensions, accounts, and forms

        Customize the Data Entry View

        • Customize the data entry view
        • Define and group the items you want to restrict  
        • Generate reports for linked structures

        Define and Schedule the Data Entry Process

        • Examine the data entry process
        • Enable and define report occasions for data entry
        • Examine different ways of making periods read-only

        Test the Application Setup

        • Test structures
        • Manually enter data into the Controller application
        • Reconcile data
        • Examine the status of data
        • Track changes to metadata

        Adjust Data Through Journal Entries

        • Identify the workflow process to set up consolidation of reported values
        • Identify how to make adjustments to data on a company level
        • Define and connect a journal type and a closing version
        • Enter data into company journals
        • Copy company journals
        • Run reports on company journals
        • Enter data into group journals

        Convert Foreign Currency

        • Identify the workflow process for converting foreign currencies
        • Examine foreign currency conversion
        • Prepare the application with rules for currency conversion
        • Define the base currency and activate currency codes
        • Enter currency rates for a period  
        • Convert foreign currency
        • Run reports and analyze currency converted data

        Enable Automatic Journal Entries

        • Identify the workflow process for enabling automatic journal entries

        Overview of IBM Cognos Express

        • Describe the components of the IBM Cognos Express solution
        • Discuss the capabilities of IBM Cognos Express
        • Examine the architecture

        Install and Configure IBM Cognos Express

        • Prepare for the installation
        • Review the client and server install requirements
        • Install IBM Cognos Express Manager products
        • Examine the IBM Cognos Express Manager console
        • Change the configuration
        • Uninstall IBM Cognos Express

        Administration

        • Administer the data
        • Add, delete, and publish data sources
        • Examine IBM Cognos Express security

        Overview of Express Reporter, Express Advisor, and Express Xcelerator

        • Explore IBM Cognos Express Reporter
        • Explore IBM Cognos Express Advisor
        • Compare reporting and analysis
        • Explore IBM Cognos Express Xcelerator

        IBM Cognos Connection: Manage Content Administer the Environment

        • Extend the administration capabilities in IBM Cognos Connection
        • View the administration portal
        • Add user roles
        • Add Active Directory users to the Express roles
        • Add data sources
        • Manage content in IBM Cognos Connection
        • Personalize the portal and organize content
        • Schedule and manage reports
        • Examine Drill-through capabilities
  • IBM Cognos ICM: Building Reports (V.8.1) - SPVCOpen or Close

    Description

    • IBM Cognos ICM: Build Reports (V8.1) is a three-day, instructor-led course. It is designed for professional report authors to learn report building techniques using ICM to enhance, customize, and manage professional reports.
    • Attendees will participate in interactive Demos and Workshops that illustrate key concepts while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      There are no prerequisites for this course.

      Topics

        • Overview of IBM Cognos ICM
        • Sample Outdoors Company Model Overview
        • Overview of ICM Reports
        • Creating Presenter Report Templates
        • Displaying Data in Columns and Rows
        • Filtering Presenter Report Data
        • Using Process Lists to Test Presenter Reports
        • Displaying Single Values
        • Linking Presenter Reports
        • Adding Computed Columns and Rows
        • Using Row Form Sources and Editable Data Grids
        • Using Workflow Manager
        • Displaying Charts and Gauges
        • Using Maps
        • Using Web Forms
        • Using Tailored Reports and Compensation Plans
        • Enabling Reports for Access in the Web Client
  • IBM Cognos Financial Statement Reporting (FSR)(V6.6) - SPVCOpen or Close

    Description

    • This is the self paced training version of IBM® Cognos® Financial Statement Reporting (FSR) 6.6 classroom course.
    • The IBM® Cognos® Financial Statement Reporting (FSR) 6.6 course is a self paced training course that provides Administrators with knowledge on how to build and maintain financial statement reporting documents using FSR 6.6.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of Microsoft Excel and Microsoft Word
      • Experience with financial/ accounting principals

      Topics

        Creating an FSR Report

        • Creating Report Sections
        • Creating a Page Setup Object
        • Creating Excel and Word Content Objects
        • Workflow Setup
        • Creating Headers and Footers
        • Sharing Objects and Exporting Excel Objects

        Working with Content and Data

        • Introduction to FSR Data Load Methods
        • Loading Data from an OLAP Source
        • Using an OLAP Reference Variable
        • Loading Data from Excel Spreadsheets
        • Using Charts in FSR
        • Loading Supporting Data from a Web Page
        • Overview of FSR Variables
        • Superscripts and Notes
        • Variables in PowerPoint
        • Creating Block Variables, Validation Rules,
        • Applying Section Variables

        Administrative Tasks in FSR

        • Working with Checklists in a Report
        • Using Customized Group
        • Viewing the Audit Trail, Snapshot
        • Creating a Workflow Rule
        • Overview of FSR Roles
        • Creating Users and Setting Permissions
        • Copying an FSR Report for Yearly Rollover

        Advanced Topics

        • Loading Data from Query Builder
        • Adding, Creating, Validating and Executing a Query
        • Loading a Query in Excel
        • Applying a Query Variable
        • Insert AR Workflow
        • Account Mapping Interface
        • Creating Dimensions and Domain Members
        • Creating and Editing The Account Structure, Journal Entries
        • Restructuring Accounts
        • Configuring and Performing Calculations
        • Exporting Data
        • Applying Variables and Formulas
        • Loading Advanced Account Mapping Data in Excel
        • Using Variables for Dimension Names
        • Clearing Fact Data
  • IBM Cognos FSR: XBRL Detailed Tagging (V6.6) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos FSR: XBRL Detailed Tagging (V6.6)'' classroom course. IBM Cognos FSR: XBRL Detailed Tagging (V6.6) is a two-day, self-paced training course designed to teach existing FSR users, accounting professionals, who are responsible for detailed tagging XBRL submissions.
    • Participants will perform some mapping of disclosures to taxonomy elements, build a taxonomy tree, tag the disclosures, and then preview the XBRL file that will be submitted.
    • The focus of the examples will be on Level 4 detail tagging. Error resolution and best practices are covered in the course..
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Strong understanding of financial accounting concepts
      • Understanding of IBM Cognos FSR
      • Experience using the Windows operating system and a Web browser

      Topics

        Module 1 Overview

        • Taxonomy and Instant Document Creation Process
        • What is a Dimensional Taxonomy?
        • Level IV Detail Tagging

        Module 2 Mapping

        • The Mapping Process and US-GAAP Taxonomy
        • Mapping Examples

        Module 3 XET Overview

        • Primary Items and Dimensions Pane
        • Relationship Groups, Element Properties, and Errors Tabs
        • Save and Generate the Taxonomy

        Module 4 Taxonomy Build

        • Building the Taxonomy Tree
        • Building the Dimensions
        • Adding a Calculation
        • Negating, Period Start, Period End Labels

        Tagging

        • XBRL Configuration
        • Tagging Stock Based Compensation Disclosure - Excel Object (includes Negative Values)
        • Tagging Stock Based Compensation Disclosure - Word Object
        • Validating and Building the Instance

        Module 6 Rendering and Preview

        • The Rendering Process on the SEC Previewer

        Module 7 Best Practices and Common Pitfalls

        • Mapping for Detail Tagging
        • Taxonomy Build for Detail Tagging
        • Calculation Relationships and Solving Inconsistencies
        • Tagging
        • Setting the Time Periods, Units, and Scales

        Appendix

        • Report Rollover
  • IBM Cognos Disclosure Management (V10.2) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Disclosure Management (V10.2)'' classroom course.
    • IBM Cognos Disclosure Management (V10.2) is a three-day, self-paced training course designed to teach accounting professionals to create, manage, and administer financial reports and workflows.
    • Through hands-on exercises, you will create and generate a report and configure the CDM application. Dashboards, views, and the yearly rollover are also covered.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Strong understanding of financial accounting concepts
      • Experience using the Windows operating system and a Web browser

      Topics

        Introduction to IBM Cognos Disclosure Management

        • Describe IBM Cognos Disclosure Management (CDM)
        • Identify the functionality of CDM
        • Create a CDM report

        Create and Edit Objects

        • Create an object hierarchy
        • Populate objects with data
        • Import and export objects
        • Configure settings from the object tree
        • Add a shared object

        Add Content to Objects

        • Create data source connections and data source queries
        • Add content to Microsoft Excel objects
        • Describe and create variables
        • Add content to PowerPoint objects

        Generate the Report

        • Generate an entire report
        • Generate selected objects
        • Create a snapshot

        Perform Additional Configuration

        • Configure workflow templates
        • Create custom groups
        • Create checklists

        Use Views

        • View reference variables
        • Describe the progress report
        • Use the audit trail
        • View orphan variables, user workflow assignments, and snapshots

        Perform Rollover and Cascade

        • Roll a report forward
        • Cascade a report
        • Push down objects from source reports to cascaded reports

        Create Dashboards

        • View fixed dashboards
        • Create custom dashboards

        Administer Security

        • Describe role-based entitlements and group functionality
        • Add application users and groups
        • Associate users to groups
        • Configure application and report permissions
        • View object check-in and check-out status
        • Define an import source and import users and groups

        Supplementary Information (Optional)

        • Additional resources
        • Object variables in IBM Cognos Disclosure Management
        • Glossary
  • IBM Cognos TM1: Analyze Data (V9.5) - SPVCOpen or Close

    Description

    • This is the self paced training version of classroom course ''IBM Cognos TM1: Analyze Data (V9.5)''. Overview of "IBM Cognos TM1: Analyze Data (V9.5)" is a three-day, self paced course designed to teach modelers how to use TM1 to analyze data, and create reports and templates.
    • Through hands-on exercises, participants will learn how to enter data into cubes, create custom views of the data, build reports and forms in Excel that communicate with TM1, and create applications for Web access.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

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

      Topics

        Examine TM1 Components

        • Review financial performance management
        • Understand how TM1 enables financial performance management
        • Identify the TM1 user community
        • Describe the components of TM1

        Browse Data in a Cube

        • Understand the solution a model represents (top down and bottom up)
        • List the components of a cube
        • Create a new view of the data
        • Stack, swap and filter dimensions in a cube
        • Use drill capabilities to focus the data

        Focus Your Analysis using Subsets

        • Examine the benefits of subsets
        • Use aliases in subsets
        • Filter subsets
        • Differentiate between static subsets and dynamic subsets
        • Add user-defined consolidations in subsets

        Contribute Data

        • Edit individual cells
        • Enter data quickly using shortcuts
        • Undo and redo changes
        • Spread data to multiple cells at once
        • Exclude cells from being adjusted
        • Perform personal "what if" analysis using Sandboxes

        Work with Spreadsheets

        • Differentiate between a slice and a snapshot
        • Use a classic slice and an Active Form
        • Manage TM1 data through Excel
        • Use TM1 worksheet functions

        Create Dynamic Reports with Active Forms

        • Create interactive reports and data input templates using Active Forms
        • Customize Active Forms using TM1 functions
        • Apply formatting to Active Forms

        Organize and Distribute Results

        • Use the Print Report Wizard
        • Use TM1 applications to organize reports
        • Publish content to the Web
        • Access content using TM1 Web

        Analyze Data in TM1 Web

        • View and manipulate a TM1 Web Sheet
        • Stack and swap dimensions in a cube view
        • Create a new cube view
        • Graph data in a cube view
        • Use drill capabilities to focus the data
        • Print and save cube view as an Excel file or PDF

        Edit Subsets in TM1 Web

        • Build simple and complex subsets in TM1 Web
        • Create Custom Consolidations in TM1 Web

        Enhance Report Presentation (Optional)

  • IBM Cognos TM1: Manage Planning Applications for Existing TM1 Users (V9.5) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos TM1: Manage Planning Applications for Existing TM1 Users (V9.5)'' classroom course. IBM Cognos TM1: Manage Planning Applications for Existing TM1 Users (V9.5) is a one-day, self paced course designed to teach existing TM1 modelers how to create managed planning applications in TM1 9.5 that will allow multiple users to review, edit and contribute plans on the Web using built-in workflow.
    • Through hands-on exercises, participants will create and deploy managed planning applications, set up security, define workflow for these applications, examine modeling considerations for creating these applications, and explore new features in TM1 9.5 that apply to all TM1 clients.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      You should have:

      • Significant modeling experience using a previous version of TM1 (including the ability to write Rules in TM1)
      • Understanding of the metrics and drivers of your business
      • Knowledge of your business requirements
      • Experience using the Windows operating system and a Web browser

      Minimum Requirements (for PC) to use SPVC

      • Windows 2000, XP, Vista, and 7
      • Firefox, including V3.6.6
      • Internet Explorer, including V8
      • browser settings include:
        • Java Runtime Environment must be installed and enabled in the web browser
        • Web browser must be set to enable/allow JavaScript
        • Web browser Pop-up blocking mechanisms must be set to allow pop-ups from elearn.ihost.com
        • Cookies must be enabled
        • Flash-enabled
        • CITRIX, for the remote lab (instructions to install included with the SPVC)

      Topics

        Introduction to Managed Planning Applications

        • Understand the purpose and benefits of Managed Planning applications
        • Review supported platforms

        Contribute Data to Managed Planning Applications

        • Examine the reviewer and contributor roles
        • Use built-in workflow to manage the status of the plan (examine workflow states)
        • Modify how data appears in the Web grid
        • Enter, submit and reject data
        • Explore data entry methods in Contributor
        • Examine data coloring in Contributor

        Create and Deploy Planning Applications to the Web

        • Select views for the application
        • Define an approval hierarchy
        • Deploy the application
        • Apply security to the application
        • Manage existing applications
        • Examine proven practices for building models for use with these applications

        New Features

        • Examine the new Undo/Redo capabilities
        • Use Picklists to control data entry
        • Create Sandboxes for on demand personal scenarios
        • Explore the new look and feel for Web Cube Viewer
        • Examine enhanced Websheet Performance
  • Cognos 8 Planning 8.3 Contributor Application Administration - SPVCOpen or Close

    Description

    • THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 30 DAYS TO COMPLETE THE COURSE.
    • Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form.
    • After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.
    • You can start the course at any time within 12 months of enrolling for the course. After you register/start the course, you have 30 days to complete your course. Within this 30 days, the self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.
    • If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system.
    • This is the self paced training version of ''Cognos 8 Planning 8.3 Contributor Application Administration'' classroom course. Cognos 8 Planning 8.3 Contributor Application Administration is a four-day, self paced course in which participants will learn to build, administer, and deploy Contributor applications through the Contributor Administration Console. In particular, participants will learn how to develop the Contributor application (based on a Cognos 8 Planning - Analyst model), manage security using the Cognos 8 security model, perform administrative tasks, such as importing and publishing data, and deploy the application to the Cognos 8 portal. They will also learn how to create events using Cognos 8 Event Studio, which will monitor changes in published Planning data. This course also contains a case study that helps participants further develop their skills as they create and administer a Contributor application.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Cognos Planning 8.3 Analyst Model Building course
      • Knowledge of Microsoft Excel
      • Knowledge of the business' data and structure

      Topics

        Introduction to Cognos 8 Planning - Contributor Administration

        • Review the Cognos performance management solution
        • Identify Cognos 8 Planning and Cognos 8 BI components and architecture
        • Examine Contributor and its components
        • Examine the development process for the Contributor solution

        Build a Contributor Application

        • Examine best practices for building the underlying Analyst model
        • Configure the Contributor Administration Console
        • Create a Contributor application
        • Specify navigation, orientation, and application settings
        • Import the e.List and rights
        • Run Go to Production and preview a Contributor application

        Manage Workflow and Web Activities

        • Access the application in Cognos Connection
        • Examine the user roles and workflow states
        • Create annotations
        • Attach documents to contributor application items
        • Browse, edit, and delete commentary
        • Bounce users from the application
        • Work offline

        Apply Security

        • Examine Cognos 8 Planning security
        • Examine authentication and authorization
        • Identify Cognos 8 Planning roles
        • Assign access rights to end users
        • Examine levels of user rights
        • Create saved selections and access tables

        Administer Applications

        • Review what happens during Go to Production
        • Create a Planning package
        • Back up the datastore and reset workflow states
        • Set advanced options for subsequent Go to Production processes
        • Examine job management and the types of jobs
        • Create help text for end users
        • Verify that data entered is valid

        Manage Data

        • Synchronize the Contributor application with Analyst
        • Import data into the Contributor application as a planner, reviewer, and administrator
        • Publish Contributor data

        Use Extensions

        • Examine Contributor extensions
        • Report from Contributor data using extensions
        • Configure Contributor extensions
        • Use client and administration extensions

        Automate Applications

        • Examine automation of common administration tasks using macros
        • Create and publish a macro
        • Group related tasks into one macro
        • Examine how to run macros

        Additional Integration with Cognos 8

        • Examine Cognos Connection
        • Create a portal page to group different types of content into a single view
        • Access live data in Cognos 8 Studios
        • Create and run agents based on Planning data in Event Studio

        Case Study

        • Create a Contributor application
        • Ensure planners and reviewers have the required access to the appropriate data
        • Modify the application to accommodate the addition of new locations
        • Bring test data into the application in an administrator role and an end user role
        • Publish data for reporting and automate this task

        Use the Add-in for Excel (Optional)

        • Examine the Cognos 8 Planning - Contributor Add-in for Excel
        • Enter, save, and submit Contributor data
        • Modify the display of Contributor data in Excel
        • Annotate data in Excel
        • Access client extensions from Excel

        Move Data Between Analyst and Contributor (Optional)

        • Export data from Analyst for use in Contributor
        • Integrate Contributor with Analyst
        • Move data from Analyst to Contributor using a D-Link
        • Move data from Contributor to Analyst using a D-Link
        • Compare D-Links to importing data in the Administration Console

        Translate an Application (Optional)

        • Examine the translation cycle
        • Create a translation
        • Translate applications into different languages
        • Export files for translation
  • IBM Cognos 8 Planning Analyst: Build Models (V8.4) - SPVCOpen or Close

    Description

      THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 30 DAYS TO COMPLETE THE COURSE.

    • Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form.
    • After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.
    • You can start the course at any time within 12 months of enrolling for the course. After you register/start the course, you have 30 days to complete your course. Within this 30 days, the self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.
    • If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system.
    • This is the self paced training version of ''IBM Cognos 8 Planning Analyst: Build Models (V8.4)'' classroom course. IBM Cognos 8 Planning Analyst: Build Models (V8.4) is a five-day, self paced course that teaches modelers how to design and build models for business planning. Participants will learn the data modeling process and participate in hands-on demos and workshops that illustrate good model design and best practice techniques while learning how to use the product.
    • At the end of this course, clients should be able to use all the basic functions of the software.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your organization's data and structure
      • Microsoft Excel

      Topics

        Introduction to IBM Cognos 8 Planning - Analyst

        • Examine the components of the IBM Cognos 8 Planning solution
        • Discuss libraries, D Lists, D Cubes, and D Links
        • Create libraries

        Create D Lists and D Cubes

        • Manually create D Lists
        • Import D List items from external sources
        • Modify D Lists
        • Build D Cubes

        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

        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

        Distribute Data

        • Use a D Cube to allocate data Control user input using a formatted D List
        • Summarize D Cube data with Accumulation D Links
        • Populate a D Cube based on text in the target D Cube using Lookup D Links

        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

        Forecast Data

        • Examine the Forecast Built-in Function
        • Build a revised rolling forecast
        • Use various methods to forecast data

        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

        Object Maintenance and Administration

        • Examine IBM Cognos 8 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

        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

        Examine Advanced Concepts

        • Discuss calculation precedence
        • Restructure D Cubes
        • Transfer data within a D Cube
        • Examine cascading allocations

        Design for Reporting

        • Explore the tools available for reporting on Analyst data
        • Design a model for reporting purposes
        • Publish objects for external reporting
        • Make published data available for reporting in IBM Cognos 8
        • Create a report based on Analyst published data
        • Populate a D Cube using IBM Cognos 8 as a datasource

        Enhance Functionality Using the Excel Add In

        • Examine the Analyst Excel Add-In
        • Build and update views
        • Create and use templates for data entry
        • Format and customize Excel spreadsheets
        • Update reports
        • Examine batch printing

        Illustrate the Model Using IBM Cognos 8 Planning - Manager

        • Design reports
        • Create a flowchart
        • Link the flowchart to objects in Analyst
        • Create tables

        End-to-End Workshop (Optional)

        Use Analyst with Contributor (Optional)

        Use Analyst with IBM Cognos Finance (Optional)

  • IBM Cognos 8 Planning: Leverage Integration Between Cognos 8 BI and TM1 9.4 - SPVCOpen or Close

    Description

      THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 30 DAYS TO COMPLETE THE COURSE.

    • Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form.
    • After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.
    • You can start the course at any time within 12 months of enrolling for the course. After you register/start the course, you have 30 days to complete your course. Within this 30 days, the self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.
    • If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system.
    • This is the self paced training version of IBM Cognos 8 Planning: Leverage Integration Between Cognos 8 BI and TM1 9.4 classroom course. IBM Cognos 8 Planning: Leverage Integration Between Cognos 8 BI and TM1 9.4 is a four-day, self paced course that teaches application developers how to set up a Controller application and effectively use Controller in their organization's consolidation process. You will also design and generate financial reports using Controller. Through hands-on exercises, you will set up a Controller application by creating the necessary structures (such as accounts and companies), and then test the application to ensure that it works properly. You will also learn how to work with currency conversion, intercompany transactions, and investments in subsidiaries, as well as define configuration settings and user access to the application.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • IBM Cognos 8 Planning Analyst: Build Models (V8.4) (Required)
      • IBM Cognos 8 Planning Contributor: Develop Applications (V8.4) (Required)
      • Knowledge of IBM Cognos 8 Framework Manager is an asset
      • Knowledge of IBM Cognos 8 BI is an asset
      • Knowledge of IBM Cognos TM1 is an asset

      Topics

        Examine the Current Environment

        • Examine the context, scope and processes found in the current release environments for IBM Cognos 8 Planning, IBM Cognos 8 BI and IBM Cognos TM1 which provides for the externalization of plan data to the enterprise

        Examine Tools, Roles, and Responsibilities

        • Examine the tools which make up the end to end process of providing plan data to the enterprise
        • Discuss the roles of the major players in the process
        • Discuss the responsibilities of the major players found in the process of externalizing plan data to the enterprise

        Generate the Framework Manager Model

        • Discuss the context and scope of published containers and generating Framework Manager models
        • Create Express Authoring Mode reports in IBM Cognos 8 BI Report Studio to highlight the default content of the generated model

        Enhance the Generated Framework Manager Model

        • Discuss the context and scope of the generated Framework Manager model
        • Explore techniques to transition the plan data into effective information to support management decisions

        Plan for Reporting

        • Discuss the context and scope of using IBM Cognos TM1 with Planning
        • Utilize IBM Cognos TM1 to externalize the content of a Planning Published Container
        • Explore different TM1 cubes based on Planning

        Manage Plans Using Event Agents

        • Examine the scope of event agent capabilities
        • Create event agents based on workflow state which include BI and Planning content
        • Create a proactive event agent for the notification of both application and published job failures

        Drill to Contributor Web

        • Discuss the context, scope and benefits to drilling from IBM Cognos 8 reports directly into Contributor Web
        • Examine the use of URL's and hyperlinks from relational, workflow and dimensionally modeled perspectives
        • Enhance Framework Manager models to allow for drilling from either a relational, workflow or dimensionally modeled context
        • Discover effective techniques for using drilling for different management requirements

        Use Portals and Drill Through Definitions

        • Create IBM Cognos 8 Portals for Planning content
        • Leverage sound BI reporting concepts through the implementation of Analyze and Query concepts with Planning
        • Create analyses and reports to demonstrate the flexibility of the Analyze and Query process
        • Create a Planning Workflow Analysis TM1 cube
        • Enhance the Planning portal with TM1 content
        • Examine the use of Conditional Blocks for reporting planning assets
        • Create TM1 based portals of Plan data sourced from Published Containers

        Manage Security and Administration Links

        • Effective assignment of Planning Rights Administrator macro execution capabilities to Planning Contributor Users
        • Examine the proper use of Administration links sourced by IBM Cognos 8 Framework Manager packages
  • IBM Cognos 8 Planning Contributor: Develop Applications (V8.4) - SPVCOpen or Close

    Description

    • THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 30 DAYS TO COMPLETE THE COURSE.
    • Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form.
    • After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.
    • You can start the course at any time within 12 months of enrolling for the course. After you register/start the course, you have 30 days to complete your course. Within this 30 days, the self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.
    • If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system.
    • This is the self paced training version of ''IBM Cognos 8 Planning Contributor: Develop Applications (V8.4)'' classroom course. IBM Cognos 8 Planning Contributor: Develop Applications (V8.4) is a four-day, self paced course in which you will learn to build, administer, and deploy Contributor applications through the Contributor Administration Console. In particular, you will learn how to develop the Contributor application (based on a Cognos 8 Planning - Analyst model), manage security using the Cognos 8 security model, perform administrative tasks, such as importing and publishing data, and deploy the application to the Cognos 8 portal. You will also learn how to create events using Cognos 8 Event Studio, which will monitor changes in published Planning data. This course also contains a case study that will help you further develop their skills as they create and administer a Contributor application.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Completed the IBM Cognos 8 Planning Analyst: Build Models (V8.4) course
      • Knowledge of Microsoft Excel
      • Knowledge of the business' data and structure

      Topics

        Introduction to IBM Cognos 8 Planning - Contributor Administration

        • Review IBM Cognos 8 Performance Management (PM) Solution
        • Identify IBM Cognos 8 Planning and its components
        • Identify IBM Cognos 8 BI and its components
        • Examine the IBM Cognos 8 Planning architecture
        • Examine IBM Cognos 8 Planning - Contributor and its components
        • Examine the development process for the Contributor solution

        Build a Contributor Application

        • Examine best practices for building the underlying IBM Cognos 8 Planning - Analyst model
        • Configure the Contributor Administration Console
        • Create a Contributor application using the Application wizard
        • Specify navigation, orientation, and application settings
        • Import the e.List and rights
        • Run Go to Production and preview a Contributor application

        Manage Workflow and Web Application Activities

        • Access the application in Cognos Connection
        • Examine the user roles and workflow states
        • Create annotations
        • Attach documents to Contributor application items
        • View and delete commentary
        • Bounce users from the application
        • Work offline

        Apply Security

        • Examine Cognos 8 Planning security: authentication and authorization
        • Examine Cognos 8 Planning roles
        • Assign access rights to end users
        • Examine levels of user rights
        • Create saved selections
        • Examine and create access tables
        • Identify network considerations

        Administer Applications

        • Review what happens during Go to Production
        • Back up the datastore
        • Display Invalid Owners and Editors
        • Create a planning package
        • Reset workflow states
        • Set advanced options for subsequent Go to Production processes
        • Examine job management and the types of jobs that can be performed
        • Create help text for end users
        • Verify that data entered is valid

        Manage Data

        • Synchronize the Cognos 8 Planning - Contributor application with the Cognos 8 Planning - Analyst model
        • Import data into the Contributor application as a planner, reviewer and administrator
        • Publish Contributor data

        Use Extensions

        • Examine Cognos 8 Planning - Contributor extensions
        • Report from Contributor data using extensions
        • Configure Contributor extensions
        • Use administration extensions

        Automate Applications

        • Examine automation of common administration tasks using macros
        • Create and publish a macro
        • Group related tasks into one macro
        • Examine how to run macros

        Consume Planning Data in Cognos 8 BI

        • Examine Cognos Connection
        • Create a portal page to group different types of content into a single view
        • Examine how to access live data in Cognos 8 Studios
        • Create and run agents based on planning data in Events Studio

        Case Study

        • Create a Contributor application
        • Ensure planners and reviewers have the required access to the appropriate data
        • Modify the application to accommodate the addition of new locations
        • Bring test data into the application in an administrator role and an end user role
        • Publish data for reporting and automate this task

        Use the Contributor Add-in for Excel (Optional)

        • examine the Cognos 8 Planning - Contributor Add-in for Excel
        • enter, save, and submit Contributor data using the Excel Add-in
        • modify the display of Contributor data in Excel
        • annotate data in Excel
        • save a workbook as a template

        Move Data Between Analyst and Contributor (Optional)

        • Export data from Analyst for use in Contributor
        • Integrate Contributor with Analyst
        • Move data from Analyst to Contributor using a D-Link
        • Move data from Contributor to Analyst using a D-Link
        • Compare D-Links to importing data in the Administration Console

        Translate a Contributor Application (Optional)

        • Examine the translation cycle
        • Create a translation
        • Translate applications into different languages
        • Export files for translation
  • IBM Cognos 8 Planning: Overview (V8.4) - SPVCOpen or Close

    Description

    • THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 30 DAYS TO COMPLETE THE COURSE.
    • Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form.
    • After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.
    • You can start the course at any time within 12 months of enrolling for the course. After you register/start the course, you have 30 days to complete your course. Within this 30 days, the self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.
    • If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system.
    • This is the self paced training version of ''IBM Cognos 8 Planning: Overview (V8.4)'' classroom course. IBM Cognos 8 Planning: Overview (V8.4) is a one-day, self paced course designed to provide administrators and project stakeholders a comprehensive overview of the IBM Cognos 8 Planning solution. You will learn the purpose and benefits of each Planning component and understand what is involved in creating an Analyst model, and creating a Contributor application based on a model. You will perform hands-on demos and workshops while learning the essentials of building a Planning solution.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      There are no prerequisites for this course.

      Topics

        Introduction to IBM Cognos 8 Planning - Analyst

        • Examine the components of the IBM Cognos 8 Planning solution
        • Discuss libraries, D Lists, D Cubes, and D Links
        • Create libraries

        Create D Lists and D Cubes

        • Manually create D Lists
        • Import D List items from external sources
        • Modify D Lists
        • Build D Cubes

        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

        Introduction to IBM Cognos 8 Planning - Contributor Administration

        • Review IBM Cognos 8 Performance Management (PM) Solution
        • Identify IBM Cognos 8 Planning and its components
        • Identify IBM Cognos 8 BI and its components
        • Examine the IBM Cognos 8 Planning architecture
        • Examine IBM Cognos 8 Planning - Contributor and its components
        • Examine the development process for the Contributor solution

        Build a Contributor Application

        • Examine best practices for building the underlying IBM Cognos 8 Planning - Analyst model
        • Configure the Contributor Administration Console
        • Create a Contributor application using the Application wizard
        • Specify navigation, orientation, and application settings
        • Import the e.List and rights
        • Run Go to Production and preview a Contributor application

        Manage Workflow and Web Application Activities

        • Access the application in IBM Cognos Connection
        • Examine the user roles and workflow states
        • Create annotations
        • Attach documents to Contributor application items
        • View and delete commentary
        • Bounce users from the application
        • Work offline
  • IBM Cognos 8 Planning: Administer the Technical Environment (V8.4) - SPVCOpen or Close

    Description

    • THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 30 DAYS TO COMPLETE THE COURSE.
    • Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form.
    • After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.
    • You can start the course at any time within 12 months of enrolling for the course. After you register/start the course, you have 30 days to complete your course. Within this 30 days, the self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.
    • If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system.
    • This is the self paced training version of ''IBM Cognos 8 Planning: Administer the Technical Environment (V8.4)'' classroom course. IBM Cognos 8 Planning: Administer the Technical Environment (V8.4) is a three-day, self paced course that combines lecture material and hands-on practice in installing, administering, and troubleshooting Analyst and Contributor. The course outlines how the architecture can be customized to fit into various infrastructures. You will learn how to integrate Cognos Planning with other Cognos tools and how to implement security.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of databases
      • Basic knowledge of networking
      • IBM Cognos 8 Planning: Overview (V8.4) (Recommended)

      Topics

        Analyst Architecture and Installation

        • Review the IBM Cognos Performance Management (PM) solution and the role of IBM Cognos 8 Planning in PM
        • Examine the architecture of IBM Cognos 8 Planning
        • Create a UNC connection point for Analyst
        • Install Analyst components
        • Configure the Analyst installation
        • Examine how to uninstall Analyst

        Contributor Architecture and Installation

        • Review the role of Contributor in Performance Management (PM)
        • Learn about the architecture of Contributor and the recommended deployment process
        • Install Contributor
        • Configure Contributor
        • Examine how to uninstall Contributor

        Implement Security for IBM Cognos 8 Planning

        • Identify authentication and authorization
        • Add namespaces in IBM Cognos Configuration that point to third-party authentication providers
        • Add users from third-party authentication providers to IBM Cognos 8 groups and roles
        • Implement security for Analyst
        • Implement security for Contributor

        Advanced IBM Cognos 8 Planning Architecture and Implementation

        • Examine ways to modify the default configuration for a distributed installation of IBM Cognos 8 Planning
        • Create a new content store and planning store and connect to them
        • Examine alternative ways to install and configure the Planning Client
        • Move data between Contributor applications using links
        • Examine sizing considerations for Contributor applications
        • Publish data from Analyst and Contributor
        • Identify network considerations

        Use Databases with IBM Cognos 8 Planning

        • Examine the use of the following databases with Contributor:
        • SQL Server
        • Oracle
        • DB2 UDB
        • Generate data definition language (DDL) scripts

        Automate Functionality in IBM Cognos 8 Planning

        • Examine the role of automation in IBM Cognos 8 Planning
        • Automate common tasks in Analyst
        • Automate common tasks in Contributor

        Troubleshoot IBM Cognos 8 Planning

        • Demonstrate useful troubleshooting tools and techniques for Analyst
        • Demonstrate useful troubleshooting tools and techniques for Contributor

        Upgrade and Migrate IBM Cognos 8 Planning Applications

        • Examine how to upgrade to version 8.4 of Contributor
        • Examine how to upgrade to version 8.4 of Analyst
        • Identify how to migrate the Planning environment and data using the Contributor Administration Console

        Integrate IBM Cognos 8 Planning with Other IBM Cognos Products

        • Use published Analyst and Contributor data in IBM Cognos 8 BI
        • Examine how to administer IBM Cognos Connection
        • Perform event-driven planning with Event Studio
        • Use published Analyst and Contributor data in PowerPlay
        • Use unpublished (real-time) Contributor data in IBM Cognos 8 BI
        • Use Controller data in IBM Cognos 8 Planning
        • Identify how to integrate Cognos 8 Planning with TM1

        Perform Unattended Installations and Configurations (Optional)

        • Examine how to perform an unattended installation and configuration of IBM Cognos 8 Planning

        Case Study

        Install IBM Cognos 8 Planning on a Single Computer (Optional)

  • IBM Cognos 8 Planning: Essentials for Managing Planning Projects (V8.4) - SPVCOpen or Close

    Description

    • THIS IS A SELF-PACED VIRTUAL CLASS. AFTER YOU REGISTER, YOU HAVE 30 DAYS TO COMPLETE THE COURSE.
    • Before you enroll, review the system requirements to ensure that your system meets the minimum requirements for this course. AFTER YOU ARE ENROLLED IN THIS COURSE, YOU WILL NOT BE ABLE TO CANCEL YOUR ENROLLMENT. You are billed for the course when you submit the enrollment form.
    • After you receive confirmation that you are enrolled, you will be sent further instructions to access your course material and remote labs. A confirmation email will contain your online link, your ID and password, and additional instructions for starting the course.
    • You can start the course at any time within 12 months of enrolling for the course. After you register/start the course, you have 30 days to complete your course. Within this 30 days, the self-paced format gives you the opportunity to complete the course at your convenience, at any location, and at your own pace. The course is available 24 hours a day.
    • If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system.
    • This is the self paced training version of 'IBM Cognos 8 Planning: Essentials for Managing Planning Projects (V8.4)' classroom course. IBM Cognos 8 Planning: Essentials for Managing Planning Projects (V8.4) is a two-day, self paced course designed to teach project managers how to help ensure the success of an IBM Cognos 8 Planning implementation. Participants will be introduced to the IBM Cognos Solutions Implementation Methodology (CSIM), the elements of IBM Cognos 8 Planning, and the underlying architecture. They will examine the process of creating an IBM Cognos 8 Planning solution, and discuss how Planning relates to the other parts of IBM Cognos 8. Participants will be shown a range of resources to help them successfully manage their implementations.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Understanding of your company's planning process and reporting needs
      • Working knowledge of Excel

      Topics

        Introduction to the Essentials for Managing Planning Projects

        • Examine design
        • Identify different approaches for implementing Planning projects
        • Select the appropriate approach for implementing Planning projects
        • Identify the stages of the IBM Cognos Solutions Implementation Methodology (IBM Cognos SIM)
        • List components of a training plan

        Analyze Requirements

        • Identify roles and responsibilities of the project team
        • Use the interview process to determine requirements
        • Determine business, data, and reporting requirements of Planning users
        • Integrate with other IBM Cognos 8 products for data sources and reporting
        • Examine the IBM Cognos 8 Planning architecture
        • Consider the benefits and challenges of remote processing
        • Examine installation environment options
        • Identify the training requirements for the Analyze phase

        Design and Build the Solution

        • Identify considerations for designing and building Analyst models and Contributor applications
        • Explore how to convert an Analyst model to a Contributor application
        • Explore the already-designed blueprints from the IBM Cognos Innovation Center
        • Test the total solution using a V-Model

        Deploy and Operate

        • Identify considerations for deploying the application from the Acceptance stage to the Production stage
        • Examine backup and restore procedures
        • Identify considerations for operating the application
        • Automate tasks
        • Identify the resources available

        Case Study: Smith News

        • Identify the key activities for each phase
        • Explore what went well and what could have gone better
        • Identify the key risks
        • Recommend mitigating actions

        Project Guideline Scaling Matrix

        • Examine how to scale IBM CSIM project guidelines depending on the project size
  • IBM Cognos 8 BI What's New (Version 8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI What's New (version 8.4)'' classroom course. IBM Cognos 8 BI What's New (version 8.4) is a one day, self paced course that provides participants with demos and workshops on new features offered in IBM Cognos 8 BI (version 8.4), with a focus on extended reporting and analysis, enhanced deployment and administration, and improved information packaging.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Experience with IBM Cognos 8 BI

      Topics

        Extended Reporting and Analysis

        • New Report Studio features
        • New Query Studio features
        • Extended suppression in the studios

        Enhanced Deployment and Administration

        • Improved PowerCube management
        • Ability to hide portal entries
        • Object capabilities
        • Dynamic prompt caching

        Improved Information Packaging

        • Dynamic drill-through
        • Measure based scope for drill-through
        • Lineage
        • Member sorting
        • Data tree sorting

        Additional New Features in IBM Cognos 8 (version 8.4)

        • Transformer 8
        • Data Manager
        • Report Studio
        • Framework Manager
  • IBM Cognos 8 BI PowerPlay: Migrating from Series 7 PowerPlay (Version 8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI PowerPlay: Migrating from Series 7 PowerPlay (version 8.4)'' classroom course. IBM Cognos 8 BI PowerPlay: Migrating from Series 7 PowerPlay (version 8.4) is a one day self paced course that provides attendees with knowledge of the IBM Cognos 8 environment, how PowerPlay Web and Client applications work within IBM Cognos 8, how to migrate PowerPlay applications to IBM Cognos 8, and how to administer new and migrated applications in IBM Cognos 8.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Required and Recommended courses:

      • Series 7 PowerPlay Enterprise Server (Required)
      • Cognos 8 BI Administration (version 8.3) (Required)
      • Series 7 PowerPlay Client (Recommended)
      • Series 7 PowerPlay Web (Recommended)

      Topics

        Introduction to IBM Cognos 8 BI PowerPlay

        • Identify how Performance Management through IBM Cognos 8 BI PowerPlay fits into the IBM Information on Demand theme.
        • Examine how IBM Cognos 8 BI PowerPlay administration tasks fit into the Cognos 8 BI administration workflow.
        • Identify how IBM Cognos 8 BI PowerPlay user interface and server components relate to other IBM Cognos 8 BI components
        • Compare Series 7 PowerPlay components to IBM Cognos 8 BI PowerPlay components
        • Identify the aspects of Series 7 PowerPlay that are not part of IBM Cognos 8 BI PowerPlay
        • Examine the IBM Cognos 8 BI PowerPlay migration experience

        Migrate Series 7 PowerPlay to IBM Cognos 8 BI PowerPlay

        • Identify what is migrated
        • Migrate IBM Series 7 PowerPlay content
        • Migrate IBM Series 7 Upfront content
        • Migrate interoperability content
        • Open migrated reports in other Cognos 8 Studios
        • Migrate bookmarks
        • Examine other migration considerations

        Administer PowerPlay Migration to IBM Cognos 8

        • Schedule and monitor migration tasks
        • Audit a PowerPlay migration

        Administer IBM Cognos 8 BI PowerPlay Content and Services

        • Identify differences in administering PowerPlay cubes and reports in Cognos Administration
        • Administer the PowerPlay service, including property settings and system metrics for the PowerPlay service
        • Secure IBM Cognos 8 BI PowerPlay using the Cognos 8 security model
  • Cognos Finance 7.4 Authoring - SPVCOpen or Close

    Description

    • This is the self paced training version of ''Cognos Finance 7.4 Authoring'' classroom course. Cognos Finance 7.4 Authoring is a two-day, self paced course designed to teach report authors how to create and distribute reports and forms. Through a series of lectures and hands-on exercises, you will learn essential data input techniques that can be used to create budgets and forecasts in Cognos Finance Windows, Web and Excel interfaces. It is assumed that you have no experience with Cognos Finance or multidimensional reporting and analysis, but are familiar with the financial data and reporting needs of your organization.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your organization's general ledger system and financial data sources
      • Knowledge of your organization's requirements for financial reporting

      Topics

        Overview

        • Describe Cognos Finance and how it benefits your organization
        • Understand multidimensional reporting and analysis
        • Identify the uses for the different reporting and input modules (Reporting, Input, Journal Entry, Batch Reporting, View-only Reporting, Web, and Excel using the Cognos Finance Add-In for Excel)

        Create Reports and Input Forms in Windows

        • Create basic reports and input forms in Windows
        • Set preferences for reports and input forms
        • Design the layout for a report or an input form
        • Select data items for a report or an input form
        • Populate a report and input form with data from the Cognos Finance system
        • Add customized notes and information to a report or form in an instructions file
        • Save reports and input forms

        Input Data in Windows

        • Enter data into the cells of an input form
        • Cut, copy, and clear data
        • Forecast data using the Forecast Wizard
        • Paste and spread values across cells
        • Budget account data by using employee and scratch pads
        • Insert external data into an input form
        • Post data to the system
        • Save data for future posting

        Analyze Your Data

        • Perform what-if analysis
        • Find and sort data items on a report or form
        • Explore data using drill options
        • Use attribute calculations to filter data on reports
        • Create calculated data items and pages
        • Calculate financial ratios
        • Validate data using edit checks
        • Perform variance analysis and exception reporting
        • Present data graphically

        Enhance Your Reports and Forms in Windows

        • Create dynamic reports and forms by using pointer periods and submissions
        • Select data items using libraries
        • Add dependent data to reports and forms
        • Add dynamic data by using text macros and report variables
        • Create headers and footers for reports and input forms
        • Format numbers on reports and input forms
        • Modify how data is shown on reports and input forms

        Integrate Cognos Finance With Excel

        • Output a report or input form to Excel
        • Change data in an exported workbook
        • Post data to the system from Excel
        • Create a workbook using Cognos Finance data
        • Add Cognos Finance functions to a workbook
        • Input data into a new workbook

        Modify Reports and Forms on the Web

        • List the benefits of Cognos Finance Web
        • Open reports and forms on the Web
        • View and input data in Cognos Finance Web
        • Set data and formatting options in Cognos Finance Web
        • Post data to the Cognos Finance system from the Web
        • Export reports and forms to other formats

        Distribute Reports and Forms

        • Format reports and forms prior to distribution
        • Print reports and forms
        • Make reports available for view-only access
        • Output reports and forms to different formats
        • Prepare batch reports

        Monitor the Process Using WorkFlow (Optional)

        • Manage the budgeting process with WorkFlow

        Create and Report on Adjustments (Optional)

        • Update account totals by using journal entries
        • Enter line items into journal entries
        • Report on journal entry line items

        Integrate with Cognos 8 Planning and Cognos 8 BI (Optional)

        • Examine how to integrate Cognos Finance within a Cognos 8 Planning environment
        • Examine how to integrate Cognos Finance within a Cognos 8 business intelligence (BI) environment

        Create Additional Reports (Optional)

        • Use @CEL calculations in reports
        • Create a rolling-period report
  • IBM Cognos 8 BI Administration: Adv Architecture and Troubleshooting (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI Administration: Advanced Architecture and Troubleshooting (V8.4)'' classroom course. IBM Cognos 8 BI Administration: Advanced Architecture and Troubleshooting (V8.4) is a three-day self paced course that teaches you how to identify components and sub-components of the IBM Cognos 8 architecture and how to troubleshoot these components using various tools and techniques. Through lecture and hands-on exercisesyou will identify IBM Cognos 8 components, examine how these components interact with Java, and identify specific examples of request flows through the system. You will also configure logging on these components to troubleshoot issues.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • IBM Cognos 8 BI Administration course
      • or equivalent experience administering the IBM Cognos 8 environment

      Topics

        Architecture Overview

        • The big picture
        • Java based components
        • C++ components

        Java Memory Management

        • Java memory layout
        • How much Java heap is enough?
        • What is garbage collection?

        Data Access and Modeling

        • Identify the DA and M component stack
        • Compare lightweight modeling versus heavyweight modeling
        • Examine DA and M request flow examples

        Request Flows

        • Outline the steps required to process a request
        • Identify request types
        • Identify examples of request flows

        Additional Tools and Special Task Logging

        • Utilities
        • Extracting the model from the Content Store - CMTester
        • Portal Trace
        • Drill Through Assistant
        • Perf.QFS
        • Garbage Collection
        • Core Dump Files
        • URL Commands

        Transformer Logging (Optional)

        • Build logs
        • Cognos 8 package and report logging
        • DatDebugOn
        • MdcDebugOn

        IPF Logging

        • Internal logging
        • Define IPF logging
        • IPF architecture and configuration files
        • Three types of indications
        • Fields for audit, trace, and performance indications

        Component Logging

        • RSVP
        • BIBus
        • Dispatcher
        • Gateway
        • CQE
        • UDA
        • Analysis Studio
        • PowerPlay Studio
        • Query Framework
        • Dbgview
        • SAP
        • Upgrade
        • Performance
  • Cognos Finance 7.4 Application Administration - SPVCOpen or Close

    Description

    • This is the self paced training version of ''Cognos Finance 7.4 Application Administration'' classroom course. Cognos Finance 7.4 Application Administration is a three-day, self paced course designed to teach you how to plan, create, secure, and maintain a Cognos Finance system. Through a series of lectures and hands-on exercises, you will build, populate, test, and customize your own system.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your organization's general ledger system and financial data sources
      • Knowledge of your organization's requirements for financial reporting
      • Knowledge of Access Manager
      • Completion of Cognos Finance 7.4 Authoring course (strongly recommended) or prior authoring experience in Cognos Finance

      Topics

        Plan for Implementation

        • Define Cognos Finance
        • Describe the process of setting up and maintaining a system
        • Identify user requirements for a new system
        • Plan system dimensions
        • Build an efficient system

        Create a System

        • Determine the directory structure
        • Define data dimensions
        • Add dimension items and set options
        • Save time by using templates and importing files
        • Add depth to your data by using calculations

        Populate the System

        • Convert external source data to Cognos Finance format
        • Save time by using control files and libraries
        • Modify source data by using map files
        • Resolve processing errors
        • Populate the Cognos Finance database
        • Generate values for calculated items
        • Verify raw data
        • Populate common accounts

        Apply Security

        • Use Access Manager to apply security
        • Manage user classes in Cognos Finance
        • Give access to activities
        • Restrict data access
        • Share security information

        Enhance the System

        • Perform currency translation
        • Allocate amounts
        • Eliminate intercompany transactions
        • Create customized system calculations

        Manage Cognos Finance Data

        • Zero out data in a submission
        • Populate submissions quickly
        • Combine data to populate a submission
        • Force the database to calculate
        • Prepare for a new month and fiscal year

        Administer the System

        • Back up and restore the system
        • Delete data items
        • Control user access
        • Recalculate the database
        • Check, repair, and compress the database
        • Update the system remotely
        • Share item definitions, calculations, and data

        Case Study

        • Create and populate a system
        • Apply security
        • Perform submission rollups
        • Transfer data
        • Eliminate intercompany transactions
        • Perform allocations
        • Convert currency

        Consolidate Data (Optional)

        • Define consolidation and what consolidation tables do
        • Describe the consolidation types supported in Cognos Finance
        • Examine how to create a consolidation table

        Integrate with Cognos 8 Planning and Cognos 8 BI (Optional)

        • Examine how to integrate Cognos Finance within a Cognos 8 Planning environment
        • Examine how to integrate Cognos Finance within a Cognos 8 Business Intelligence (BI) environment
  • IBM Cognos 8 BI: Essentials for Managing BI Projects (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of 'IBM Cognos 8 BI: Essentials for Managing BI Projects (V8.4)' classroom course. IBM Cognos 8 BI: Essentials for Managing BI Projects (V8.4) is a two-day, sefl-paced course that provides participants with essential knowledge to ensure the success of their Cognos 8 BI implementation. Participants will be introduced to the Cognos Solutions Implementation Methodology (CSIM), the elements of IBM Cognos 8 BI, and the underlying architecture. They will examine the process of creating an IBM Cognos 8 BI solution, and discuss how IBM Cognos 8 BI relates to the other parts of IBM Cognos 8. Participants will be shown a range of resources to help them successfully manage their implementations.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Students should have:

      • Understanding of company's business intelligence process and reporting needs

      Topics

        Introduction to Essentials for Managing BI Projects

        • Limitations with traditional reporting
        • The evolution of the BI market
        • The need for a BI enterprise solution
        • Success criteria for a BI enterprise solution
        • The appropriate approach for implementing a BI project
        • The IBM Cognos Solutions Implementation Methodology (IBM Cognos SIM)
        • The value of knowing business unit perspectives
        • Project roles and responsibilities
        • The importance of training

        Analyze Data Requirements

        • How do organizations think dimensionally about their data
        • Dimensions, facts, and granularity
        • The function of Key Performance Indicators (KPIs) in a business and with scorecards and other BI components
        • Common data sources, data architecture designs, and industry terminology
        • Dimensional modeling and conformed dimensions

        Analyze User Requirements

        • Identify how to establish project goals and requirements
        • Use the interview process as a means to determine business and data requirements of users
        • Create a dimension map from KPIs
        • Discuss how to choose a business area to prototype
        • Enrich the basic dimension map

        Analyze Reporting and Infrastructure Requirements

        • What is the difference between Reporting, Querying, Analysis, Scorecarding, and Event Management
        • How does the 'Analyze then Query' approach provide the BI solution for an enterprise
        • Identify different categories of users
        • Identify the appropriate IBM Cognos product to meet requirements
        • Examine IBM Cognos 8 BI architecture and security

        Design, Build, Deploy, and Operate

        • Considerations for designing and building BI applications
        • Testing and deploying BI applications
        • Operating and maintaining BI applications
  • IBM Cognos 8: Configure and Extend Analytic Models (V8.4) - Part 1 - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8: Configure and Extend Analytic Models (V8.4) - Part 1'' classroom course IBM Cognos - Configuring and Extending Analytic Models (V8.4) - Part 1: This is a three day, instructor led course that provides you with the minimum basics around the Cognos 8 architecture to enable them to be productive using the Cognos Adaptive Application Framework. This course will cover the basic functionality in Framework Manager required to be able to extend warehouse models in Adaptive Warehouse. It will also introduce you to the Cognos 8 BI infrastructure and how reports are deployed and executed from Cognos Connection.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Some experience with BI reporting

      Topics

        • Introduction to Cognos 8
        • Introduction to Adaptive Analytic Framework (AAF) platform
          • Overview contrast between a ""standard"" Cognos 8 implementation and an AAF implementation
          • Differences between Cognos 8 and AAF and how AAF uses Cognos 8
        • Build a Framework Manager Project
        • Publish an FM package
          • work in Query Studio ( very high level )
          • work in Report Studio ( very high level )
        • View generated report SQL
        • Modify properties of query items ( usage, format, rollup, prompt filters, etc )
        • Add calculations and filters to query subjects
        • Importance of cardinality in FM in multi fact queries
        • Work with Determinates for multi-grain queries
        • Define dimensional information
          • Regular dimension with one or more hierarchies
          • Measure dimensions
  • IBM Cognos 8 BI Framework Manager: Design Metadata Models (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of 'IBM Cognos 8 BI Framework Manager: Design Metadata Models (V8.4)' classroom course. IBM Cognos 8 BI Framework Manager: Design Metadata Models (V8.4) is a five-day, self paced course that provides participants with introductory to advanced knowledge of metadata modeling concepts, and how to model metadata for predictable reporting and analysis results using Framework Manager. Participants will learn the full scope of the metadata modeling process, from initial project creation, to publishing of metadata to the Web, enabling end users to easily author reports and analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Required:

      • knowledge of common industry standard data structures and design
      • experience with SQL
      • xperience gathering requirements and analyzing data

      Topics

        Overview of IBM Cognos 8 BI

        • Discuss IBM Cognos 8 and Performance Management
        • Describe IBM Cognos 8 BI components
        • Describe IBM Cognos 8 architecture at a high level
        • Define IBM Cognos 8 groups and roles
        • Explain how to extend IBM Cognos 8

        Identify Common Data Structures

        • Examine the characteristics of operational databases and databases designed for reporting
        • Examine relationships and cardinality
        • Identify different data traps
        • Examine OLAP data sources

        Gather Requirements

        • Examine key modeling recommendations
        • Define reporting requirements
        • Explore data sources to identify data access strategies

        Create a Baseline Project

        • Examine the IBM Cognos 8 and Framework Manager workflow processes
        • Define a project and its structure
        • Describe the Framework Manager environment
        • Create a baseline project
        • Enhance the model with additional metadata

        Prepare Reusable Metadata

        • Verify relationships and query item properties
        • Ensure efficient filters by configuring prompt properties

        Model for Predictable Results: Identify Reporting Issues

        • Describe multi-fact queries and when full outer joins are appropriate
        • Describe how IBM Cognos 8 uses cardinality
        • Identify reporting traps
        • Use tools to analyze the model

        Model for Predictable Results: Virtual Star Schemas

        • Identify the advantages of modeling metadata as a star schema
        • Model in layers
        • Create aliases to avoid ambiguous joins
        • Merge query subjects to create as view behavior

        Model for Predictable Results: Consolidate Metadata

        • Create virtual facts to simplify writing queries
        • Create virtual dimensions to resolve fact-to-fact joins
        • Create a consolidated modeling layer for presentation purposes
        • Consolidate snowflake dimensions with model query subjects
        • Simplify facts by hiding unnecessary codes

        Calculations and Filters

        • Use calculations to create commonly-needed query items for authors
        • Use static filters to reduce the data returned
        • Use macros and parameters in calculations and filters to dynamically control the data returned

        Implement a Time Dimension

        • Make time-based queries simple to author by implementing a time dimension
        • Resolve confusion caused by multiple relationships between a time dimension and another table

        Specify Determinants

        • Use determinants to specify multiple levels of granularity and prevent double-counting

        Create the Presentation View

        • Identify the dimensions associated with a fact table
        • Identify conformed vs. non-conformed dimensions
        • Create star schema groupings to provide authors with logical groupings of query subjects
  • Essentials for IBM Cognos 8 BI: Supplement for Metadata Modelers (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of 'Essentials for IBM Cognos 8 BI: Supplement for Metadata Modelers (V8.4)' classroom course. Essentials for IBM Cognos 8 BI: Supplement for Metadata Modelers (V8.4) is a two-day, self paced course for metadata model Developers who have attended the Essentials for IBM Cognos 8 BI (V8.4) course. It provides them with knowledge of topics not previously covered in the Essentials course, including both advanced modeling concepts and additional modeling techniques available in Framework Manager. Participants will learn advanced concepts such as modeling for drill through, generated SQL for complex queries, parameterization, and optimizing and tuning models. They will be introduced to additional Framework Manager tasks such as creating analysis objects, maintaining models, and working in a multi-modeler environment.
    • Developers who have already attended the five-day course IBM Cognos 8 BI: Design Metadata Models (V8.4) should not attend this course, as these topics are included in the five-day course.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have completed:

      • Essentials for IBM Cognos 8 BI (V8.4) course

      Topics

        Create Analysis Objects

        • Apply dimensional information to relational metadata to enable OLAP-style queries
        • Sort members for presentation and predictability

        Manage MUNs in Framework Manager

        • Describe model types and data entities
        • Define members and member unique names
        • Identify changes that impact a MUN

        Model for Drill-through in Framework Manager

        • Identify conformed values between data sources
        • Define a report drill through
        • Define a package-based drill through
        • Identify drill-through values

        Advanced Generated SQL Concepts and Complex Queries

        • Governors that affect SQL generation
        • Stitch query SQL
        • Conformed and non-conformed dimensions in generated SQL
        • Multi-fact/multi-grain stitch query SQL
        • Variances in Report Studio generated SQL
        • Dimensionally modeled relational SQL generation
        • Cross join SQL
        • Various results sets for multi-fact queries

        Use Advanced Parameterization Techniques in Framework Manager

        • Identify session and model parameters
        • Leverage session, model, and custom parameters
        • Create prompt macros
        • Leverage macro functions associated with security

        Model Maintenance and Extensibility

        • Perform basic maintenance and management on a model
        • Remap metadata to another source
        • Import and link a second data source
        • Run scripts to automate or update a model
        • View lineage
        • Create a model report

        Optimize and Tune Framework Manager Models

        • Identify and implement techniques to optimize and tune your Framework Manager models

        Work in a Multi-modeler Environment

        • Implement repository control
        • Segment and link a project
        • Branch a project and merge results

        Manage OLAP Data Sources

        • Connect to an OLAP data source (cube) in a Framework Manager project
        • Publish an OLAP model
        • Publish a model with multiple OLAP data sources
        • Publish a model with an OLAP data source and a relational data source

        Manage Packages in Framework Manager

        • Specify package languages and function sets
        • Control model versioning
        • Nest packages

        Employ Additional Framework Manager Modeling Techniques (Optional)

        • Leverage a user defined function
        • Set the order of operations in a model calculation
        • Externalize query subjects
        • Prepare IBM Cognos 8 content for use as a data source in Transformer
        • Create query sets

        Model Multilingual Metadata (Optional)

        • Customize metadata for a multilingual audience
  • IBM Cognos 8 BI Administration (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI Administration (V8.4)'' instructor-led online course. IBM Cognos 8 BI Administration (V8.4) is a self paced course that is designed to teach new administrators the fundamental responsibilities of administering servers and content in IBM Cognos 8 BI. Through a combination of lectures and hands-on exercises, students will set up the IBM Cognos 8 BI system, implement security, and manage the server components. Students will also monitor and schedule tasks, create data sources, manage and deploy content, manage content in IBM Cognos Connection, and configure IBM Cognos 8 Go! Office.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Students should have:

      • Knowledge of Web application server architectures and security systems administration
      • Experience using the Windows operating system
      • Experience using a Web browser
      • Knowledge of your business requirements

      Topics

        Overview of IBM Cognos 8 BI

        • Discuss IBM Cognos 8 and Performance Management
        • Describe IBM Cognos 8 BI components
        • Describe IBM Cognos 8 architecture at a high level
        • Define IBM Cognos 8 groups and roles
        • Explain how to extend IBM Cognos 8

        Introduction to IBM Cognos 8 BI Administration

        • Identify the role of the Administrator in relation to the IBM Cognos 8 BI Administration workflow process
        • Identify the role of IBM Cognos 8 Administration and IBM Cognos Configuration

        Identify IBM Cognos 8 BI Architecture

        • Features of the IBM Cognos 8 BI architecture
        • Three architectural tiers
        • IBM Cognos 8 BI servlets and services
        • Default servlet container and alternatives to its use
        • IBM Cognos 8 BI request processing
        • Installation options
        • Load balancing mechanisms
        • Configuration options
        • IBM Cognos Application Firewall
        • Perform a distributed installation and configuration of IBM Cognos 8 BI on a single machine

        Secure the IBM Cognos 8 BI Environment

        • Identify the IBM Cognos 8 BI security model
        • Define authentication in IBM Cognos 8 BI
        • Define authorization in IBM Cognos 8 BI
        • Identify security policies
        • Secure the IBM Cognos 8 BI environment

        Administer the IBM Cognos 8 BI Server Environment

        • Describe the tasks required to administer the IBM Cognos 8 BI server environment
        • Perform administrative tasks using IBM Cognos Administration
        • Manage dispatchers and services
        • Examine the log message facility
        • Discuss server performance tuning
        • Identify issues while troubleshooting the server environment
        • Identify the IBM Cognos 8 BI backup strategy

        Manage Run Activities

        • Manage current, upcoming and past activities
        • Manage schedules
        • Enable and disable schedules
        • Set queue priority for schedules

        Manage Content in IBM Cognos Administration

        • Add a data source
        • Distribute data and create a distribution list
        • Plan a deployment
        • Create deployment folders
        • Export and import entries
        • Identify how to maintain the IBM Cognos 8 BI content store
        • Configure saving content to the file system
        • Discuss customizing the appearance of IBM Cognos 8 BI using styles
        • Discuss using portlets to display custom Web content

        Manage Content in IBM Cognos Connection

        • Schedule and manage reports
        • View lineage information
        • Add comments to saved output
        • Personalize and organize content
        • Set alerts and watch rules
        • Design a portal page and dashboard
        • Set permissions using IBM Cognos 8 BI groups and roles

        Additional Configuration and Customization

        • Configure IBM Cognos Go! Office
        • Map Manager
        • Manage user profiles
        • Add the My Learning portal tab
        • Add objects to the toolbox tab
        • Create a custom template option
        • Manage packages in IBM Cognos Connection

        Drill-through Definitions

        • Discuss parameter-driven drill through
        • Discuss dynamic drill through
        • Set up package-based drill-through definitions
        • Set scope
        • Use the Drill Through Assistant
  • IBM Cognos 8 BI Metrics Manager: Design Scorecards (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of 'IBM Cognos 8 BI Metrics Manager: Design Scorecards (V8.4)' classroom course. IBM Cognos 8 BI Metrics Manager: Design Scorecards (V8.4) is a three-day, self paced course in which students will learn how to plan, create, set up, and maintain scorecard applications using Cognos Metric Studio. They will load data from supported data sources using Cognos Metric Designer, as well as using alternative data loading methods such as flat files and SQL scripts. Students will also learn how to secure objects within the scorecard application, as well as the application itself.
    • At the end of this course, clients should be able to use all the basic functions of the software.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Students should have

      • Knowledge of Performance Management (PM) concepts
      • Knowledge of scorecarding methodologies and applications
      • Knowledge of your business requirements
      • Experience using the Windows operating system
      • Experience using a Web browser
      • Basic knowledge of Cognos 8 BI and Cognos Connection

      Topics

        Overview of IBM Cognos 8 BI

        • Discuss IBM Cognos 8 and Performance Management
        • Describe IBM Cognos 8 BI components
        • Describe IBM Cognos 8 architecture at a high level
        • Define IBM Cognos 8 BI groups and roles
        • Explain how to extend IBM Cognos 8 BI

        Overview of IBM Cognos 8 Metric Studio

        • Identify scorecarding methodologies
        • Explain how to identify and map requirements
        • Explain the Metric Studio architecture and potential data sources
        • Describe how to enhance the Metric Studio application
        • Identify how security is implemented in Metric Studio

        Define the Application Environment

        • Create a Metric Studio application
        • Create a connection to a metric store
        • Identify how a scorecard structure is built
        • Identify ways in which metric status is calculated
        • Identify application administration tasks and scheduling

        Overview of Loading and Calculating Data

        • Describe the data loading architecture
        • Identify potential data sources
        • Identify data management processes
        • Describe how data is staged prior to loading into the metric store
        • Describe scores and trends

        Load Data using IBM Cognos 8 Metric Designer

        • Describe Metric Designer
        • Configure Metric Designer
        • Create objects extracts
        • Create metrics extracts
        • Execute and publish extracts

        Load Data using Alternative Methods

        • Load data from flat files
        • Load data from a relational database
        • Describe how to load data from IBM Cognos Planning

        Manually Create Metrics and Calculate Data

        • Describe the types of calculated metrics
        • Create a derived metric
        • Create a derived index metric type
        • Create a formula-based calculated metric

        Refine the Scorecard Application

        • Organize metrics by strategy
        • Track long-term goals using projects
        • View performance graphically using diagrams
        • Use Metric Studio data in a IBM Cognos 8 report
        • Use Metric Studio default analysis reports
        • Add Metric Studio content to the portal
        • Control user navigation paths

        Set Application and Object-Level Security

        • Identify authentication and authorization
        • Identify groups and roles
        • Use pre-defined IBM Cognos 8 roles
        • Secure Metric Studio applications and objects

        Modify Default Environment Properties

        • Modify business calendar settings
        • Modify default display settings
        • Set status indicator properties
        • Modify the appearance of metric names
        • Manage custom units of measurement

        End-to-End Workshop (Optional)

        Sample Metric Map

        Monitor Performance with Metrics

  • IBM Cognos 8 BI Rep Studio: Author Professional Reports Fundamentals (V8.4) - SPVCOpen or Close

    Description

    • >This is the self paced training version of 'IBM Cognos 8 BI Report Studio: Author Professional Reports Fundamentals (V8.4)' classroom course. IBM Cognos 8 BI Report Studio: Author Professional Reports Fundamentals (V8.4) is a three-day, self paced course. It is designed for report authors to learn report building techniques using relational data models, and ways of enhancing, customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Students should have:

      • Knowledge of your business requirements
      • Experience using the Windows operating system
      • Experience using a web browser

      Topics

        Overview of IBM Cognos 8 BI

        • discuss IBM Cognos 8 and Performance Management
        • describe IBM Cognos 8 BI components
        • describe IBM Cognos 8 architecture at a high level
        • define IBM Cognos 8 groups and roles
        • explain how to extend IBM Cognos 8

        Introduction to the Reporting Application

        • discuss different modes of reporting
        • examine Report Studio and its interface
        • explore different report types
        • create a simple, sorted, and formatted report
        • explore how data items are added to queries

        Create List Reports

        • group, format, and sort list reports
        • describe options for aggregating data
        • create a multi-fact query
        • create a report with repeated data

        Focus Reports Using Filters

        • create filters to narrow the focus of reports
        • examine detail and summary filters
        • determine when to apply filters on aggregate data

        Create Crosstab Reports

        • format and sort crosstab reports
        • create complex crosstabs using drag and drop functionality
        • create crosstabs using unrelated data items

        Present Data Graphically

        • create charts containing peer and nested columns
        • present data using new chart type options
        • add context to charts
        • create and reuse custom chart palettes
        • present key data in a single dashboard report

        Focus Reports Using Prompts

        • identify various prompt types
        • use parameters and prompts to focus data
        • search for prompt types
        • navigate between pages

        Extend Reports Using Calculations

        • create calculations based on data in the data source
        • add run-time information to the reports
        • create expressions using functions

        Present Data Using Maps

        • present data using map reports
        • navigate to another level within a map

        Design Effective Reports

        • enhance report design with report objects
        • reuse objects within the same report
        • share layout components among separate reports
        • discuss report templates
        • choose options to handle reports with no available data

        Customize Reports with Conditional Formatting

        • create multi-lingual reports
        • highlight exceptional data
        • show and hide data
        • conditionally render objects in reports
        • conditionally format one crosstab measure based on another

        Drill-Through from One Report to Another

        • let users navigate from a specific report to a target report
        • pass parameter values to filter the data in drill-through targets
        • navigate through multiple reports
  • IBM Cognos 8 BI Report Studio: Author Professional Reports Advanced (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI Report Studio: Author Professional Reports Advanced (V8.4)'' classroom course. IBM Cognos 8 BI Report Studio: Author Professional Reports Advanced (V8.4) is a two-day, self-paced course. Building on topics learned in the Fundamentals course, the Advanced course is designed for professional report authors to learn advanced report building techniques using relational data models, and ways of en enhancing, customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • IBM Cognos 8 BI Report Studio: Author Professional Reports Fundamentals (V8.4)
      • Knowledge of your business requirements
      • Basic knowledge of SQL
      • Basic knowledge of XML (recommended)

      Topics

        Examine the Report Specification

        • examine the report specification structure
        • save and edit reports locally
        • discuss considerations for modifying a report specification
        • discuss adding custom toolbox objects and custom template options

        Create Query Models

        • build query models and then connect them to the report layout
        • add filters and prompts to a report using the query model
        • edit an SQL statement to author custom queries

        Create Reports Based on Query Relationships

        • create reports by merging query results
        • create reports by joining queries
        • combine data containers based on relationships from different queries

        Distribute Reports Through Bursting

        • distribute reports using bursting
        • create burst keys
        • identify report recipients and data items using burst tables
        • distribute reports using email and IBM Cognos Connection

        Create Advanced Dynamic Reports

        • filter reports on session parameter values
        • navigate a briefing book using a table of contents
        • create dynamic headers and title that reflect report data
        • let users navigate to specific locations in reports
        • create a customer invoice report

        Design Effective Prompts

        • control report displays using prompts
        • specify conditional formatting values using prompts
        • create a report that formats based on prompts selection
        • create a sorted and filtered report based on prompt selection

        Enhance User Interaction with HTML

        • create tooltips that clarify report data
        • send emails using links in a report

        Create Additional Advanced Reports

        • create a report that displays summarized data before detailed data
        • highlight alternate rows in a list report
        • use single data items to summarize report information
        • save reports to server file system

        End-to-End Workshop

        • various managers have requested a number of reports to answer business questions pertaining to their areas of interest
        • you have been provided with the requirements for each report
        • you must create an deliver these reports by the end of the day

        Optional - Introduction to Event Studio

        • examine the role of Event Studio in Performance Management
        • list the benefits of Event Studio
        • add tasks to an agent
        • run an agent

        Optional - Build Agents with Event Studio

        • create agents
        • use calculations and parameters in Event Studio
        • add tasks (email, report, database update, agent)
        • manage task execution rules
        • test an event through its lifecycle
        • schedule an agent
  • IBM Cognos 8 BI Report Studio: Author Reports w/Multidimensional Data V8.4- - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI Report Studio: Author Reports with Multidimensional Data (V8.4)'' classroom course. IBM Cognos 8 BI Report Studio: Author Reports with Multidimensional Data is an advanced two-day, self-paced course in which you will build on their experience with Report Studio by applying dimensional techniques to reports. Through hands-on demos and workshops, you will learn how to author reports that navigate and manipulate dimensional data structures using specific dimensional functions and features available in Report Studio.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have

      • IBM Cognos 8 BI Report Studio: Author Professional Reports Fundamentals (V8.4)

      Topics

        Introduction to Dimensional Concepts

        • Discuss dimensional structure and benefits
        • Compare dimensional and relational model types
        • Examine dimensional data structure

        Introduction to Dimensional Data in Reports

        • Define and use members in reports
        • Define and use sets in reports
        • Define tuples and data intersections
        • Examine dimensional functions for members, sets, and tuples
        • Explore user interface methods for adding data to reports

        Dimensional Report Context

        • Examine the impact of report context
        • Understand current members, root members and default members
        • Understand current measures and default measures

        Focus Your Dimensional Data

        • Compare relational and dimensional queries
        • Identify dimensional style filtering techniques
        • Filter non-null data
        • Focus reports based on members
        • Focus reports based on measures

        Calculations and Dimensional Functions

        • Create totals and aggregates
        • Combine functions for complex calculations
        • Avoid common errors

        Functions for Navigating Dimensional Hierarchies

        • Use functions to traverse the dimensional hierarchies
        • Create reports with children(), ancestor(), and descendants() functions

        Relative Functions

        • Understand relative functions
        • Create periods-to-date reports
        • Focus reports on current time periods
        • Compare data to past parallel time periods

        Advanced Drilling Techniques and Member Sets

        • Review basic drilling up and drilling down
        • Identify cases for advanced drilling configurations
        • Enable advanced drilling behavior
        • Preserve report sort order when drilling
        • Preserve complex calculations when drilling
        • Maintain dashboard report context when drilling

        Set Up Drill-Through Reports

        • Drill through from one report to another
        • Create package-based drill-through
        • Design source and target reports with dimensional data
        • Drill through from dimensional data to relational data
        • Create a single report with data from multiple sources

        End-to-End Workshop

        • Review concepts covered throughout the course
  • IBM Cognos 8 BI SDK for Developers (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI SDK for Developers (V8.4)'' classroom course. IBM Cognos 8 BI SDK for Developers (V8.4) is a three-day, self-paced course designed to help accelerate development efforts, by introducing you to basic Web services concepts and technologies. This course will also help you learn how to customize and automate common IBM Cognos 8 BI SDK tasks. These tasks include user authentication, single sign-on, report execution and maintenance, portal maintenance, and more. Hands-on workshops reinforce the concepts and features learned in each module and come complete with solution files. You will also see how to set up and test IBM Cognos 8.4 sample custom authentication providers.
    • Workshops and solutions are provided in Java and C#.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have practical experience with

      • Object Oriented Programming (Java or C#) is required, and knowledge of XML and Web Services is highly recommended.

      This course also assumes a working knowledge of IBM Cognos 8 BI - Framework Manager, Report Studio, Query Studio, Analysis Studio, and IBM Cognos Connection. Knowledge on these topics can be found in the following courses:

      • IBM Cognos 8 BI Framework Manager: Design Metadata Models (V8.4)
      • IBM Cognos 8 BI Report Studio: Author Professional Reports Fundamentals (V8.4)
      • IBM Cognos 8 BI: Report and Analyze Data for Business Authors (V8.4)
      • IBM Cognos 8 BI Analysis Studio: Analyze Data (V8.4) CBT

      Topics

        Web Services and Enabling Technologies

        • Review XML Web services
        • See how IBM Cognos 8 BI makes use of Web services
        • Examine the IBM Cognos BI implementation of Simple Object Access Protocol (SOAP)
        • Examine the IBM Cognos BI implementation of Web Services Description Language (WSDL)

        Use the IBM Cognos 8 BI SDK

        • Examine the IBM Cognos 8 BI SDK and its uses
        • Examine design-time Web services consumption
        • Examine the IBM Cognos 8 BI SDK object model
        • Explore the online documentation

        Authenticate Using the SDK

        • Examine authentication using the SDK
        • Use the SOAP Trace Utility to troubleshoot errors
        • Examine the use of CAMPassport IDs and single sign-on
        • Examine CAMPassport ID retrieval from IBM Cognos 8
        • Set CAMPassport IDs using the SDK
        • Examine the retrieval of available namespaces
        • Use an XML DOM to traverse message content

        Retrieve Application Content

        • Examine the use of search paths
        • Examine the query() method
        • Retrieve application content from IBM Cognos 8
        • Explore different object types
        • Specify query options in your code

        Run Reports Using the SDK

        • Examine the method signature required for Executing reports
        • Examine the use of run options
        • Examine the report execution conversation
        • Run reports using the SDK and render them in various formats
        • Run reports as XML specifications
        • Run reports in HTML, XML, and PDF

        Update and Add Application Content

        • Update objects
        • Update multiple objects using a single method call
        • Add new objects
        • Specify multilingual properties on an object
        • Add users to an IBM Cognos Group
        • Apply permissions to an object

        Pass Parameters to Reports

        • Retrieve parameter names from a report
        • Retrieve parameter values for a report
        • Examine the creation of prompt controls
        • Assemble parameter properties
        • Pass parameter values to reports for execution

        End-to-End Workshop

        • Batch update report specifications

        Configure IBM Cognos 8 Sample Custom Authentication Providers

        • Define the IBM Cognos 8 Custom Authentication Provider
        • Define IBM Cognos 8 Custom Provider Types
        • Examine a Full Authentication Provider's Architecture
  • IBM Cognos 8 PowerPlay Client: Exploration and Reports (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 PowerPlay Client: Exploration and Reports (V8.4)'' classroom course. IBM Cognos 8 PowerPlay Client: Exploration and Reports (V8.4) is a two-day self-paced course designed to provide participants with the skills needed to analyze business data and create reports in PowerPlay Client. Fundamental Business Intelligence topics are covered, along with the technical skills required to successfully explore PowerCube data and remote data sources in PowerPlay Client and to apply these techniques to create professional reports. To analyze their data, participants will learn how to drill through cube data, replace categories and measures in a crosstab, change the display to view the data in one of several graphical formats, format each display to enhance their analysis, sort, rank, and filter data, and create calculations. To create reports, participants will learn how to build a report crosstab, perform and add calculations, use advanced nesting functions, create subsets, and distribute reports.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should:

      • Understand the business need for ad hoc data exploration and analysis
      • Experience using basic Windows functionality

      Topics

        Overview of IBM Cognos 8 BI

        • Discuss IBM Cognos 8 and Performance Management
        • Describe IBM Cognos 8 BI components
        • Describe IBM Cognos 8 architecture at a high level
        • Define IBM Cognos 8 groups and roles
        • Explain how to extend IBM Cognos 8

        PowerPlay Studio Fundamentals

        • Discuss fundamental terminology
        • Login to a secure namespace
        • Describe the contents and uses of data sources
        • List the PowerPlay components and describe their purposes
        • Explain the PowerPlay application development process
        • Use the dimension line, dimension viewer, and online help
        • View an Explorer report
        • Publish reports to the IBM Cognos portal

        Tools for Investigation

        • Drill down to lower levels of details
        • Replace rows and columns
        • Change measure values
        • Change display types
        • Investigate various ways to arrange a report

        Data Exploration and Reporting

        • Filter data
        • Sort and rank data
        • Suppress data
        • Multiline and bar graphs
        • Use alternate drill paths
        • Examine scenario dimensions

        Add Value to your Exploration

        • Use layers to analyze a third dimension
        • Show multiple dimensions with a stacked bar display
        • Add and explore multiple displays
        • Nest categories in rows, columns, and layers
        • Change the layout of nested crosstabs
        • Use nested charts

        Data Analysis

        • Apply multiple measures
        • Compare two measures
        • Use special categories
        • Show values as percentages
        • Create 3D Bar, Pie, and Correlation displays
        • Add statistical lines to charts

        Calculations in Explorer Mode

        • Create and use calculations
        • Create forecast calculations
        • Use calculated categories

        Reporter Mode

        • Determine why to use Reporter mode
        • Compare Reporter and Explorer modes
        • Drill down in Reporter mode
        • Add categories as rows or columns

        Calculations in Reporter Mode

        • Define different types of calculations in Reporter mode
        • Create group calculations
        • Work with calculated categories in Reporter mode
        • Generate calculations when adding categories
  • IBM Cognos 8 BI PowerPlay Administration (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ""IBM Cognos 8 BI PowerPlay Administration (V8.4)"" classroom course. IBM Cognos 8 BI PowerPlay Administration (V8.4) is a one day self paced training course that provides you with knowledge of how to administer IBM Cognos 8 BI PowerPlay applications in the IBM Cognos 8 BI environment. You will identify IBM Cognos 8 BI PowerPlay components and architecture, set server properties, schedule, monitor, log, and audit PowerPlay activities, set cube and report properties, and set security.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • experience with IBM Cognos 8 BI Administration or attending the IBM Cognos 8 BI Administration (V8.3 or V8.4) course.

      Topics

        Introduction to IBM Cognos 8 BI PowerPlay

        • Identify how Performance Management through
        • IBM Cognos 8 BI PowerPlay fits into the
        • IBM Information on Demand theme.
        • Examine how IBM Cognos 8 BI PowerPlay administration tasks fit into the IBM Cognos 8 BI administration workflow.
        • Identify how IBM Cognos 8 BI PowerPlay user interface and server components relate to other IBM Cognos 8 BI components
        • Examine IBM Cognos 8 BI PowerPlay components
        • Identify the aspects of Series 7 PowerPlay that are not part of IBM Cognos 8 BI PowerPlay
        • Examine the IBM Cognos 8 BI PowerPlay migration experience

        Administer IBM Cognos 8 BI PowerPlay Services

        • Set properties for PowerPlay servers
        • Set properties for the PowerPlay service
        • Load balance PowerPlay servers
        • Tune the PowerPlay service and PowerPlay content
        • Enable logging for the PowerPlay service and PowerPlay content

        Administer IBM Cognos 8 BI PowerPlay Content

        • Administer PowerPlay cubes and reports in IBM Cognos Administration
        • Secure IBM Cognos 8 BI PowerPlay using the IBM Cognos 8 security model
  • IBM Cognos 8 BI Data Manager: Build Datamarts with Enterprise Data (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI Data Manager: Build Datamarts with Enterprise Data (V8.4)'' classroom course. IBM Cognos 8 BI Data Manager: Build Datamarts with Enterprise Data (V8.4) is a five-day, self paced course that teaches you how to move, merge, consolidate, and transform data from a range of data sources to build and maintain subject-area data marts. In the process, you will create a catalog and add connections to data sources and targets. They will also deliver fact and dimension data to a data mart through the use of builds and the dimensional framework. In addition, you will learn how to automate common functionality and handle complex data issues, such as unbalanced hierarchical structures.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Experience using basic Windows functionality
      • Knowledge of database concepts
      • Knowledge of dimensional analysis concepts
      • Working knowledge of SQL

      Topics

        Getting Started

        • Identify the purpose of IBM Cognos Data Manager
        • Define data warehousing and its key underlying concepts
        • Identify how Data Manager creates data warehouses
        • Examine the Data Manager architecture and user interface

        Create a Catalog

        • Examine the purpose and contents of Data Manager catalogs
        • Create a catalog
        • Define connections to source and target data
        • Access data using SQLTerm
        • Configure flat data source files using SQLTXT

        Create Hierarchies

        • Examine the role of the dimensional framework in Data Manager
        • Examine hierarchies and their data sources
        • Identify how to create hierarchies from the columns of one table, the rows of one table, and from multiple tables
        • Test and view hierarchies
        • Create a hierarchy of static date values
        • Handle weeks in a date hierarchy

        Create Basic Builds

        • Examine Data Manager builds and build-related terminology
        • Create a dimension build using the Dimension Build wizard
        • Create a fact build using the Fact Build wizard
        • Test and execute a fact build
        • Document a catalog
        • Create catalog schema

        Create Derivations

        • Examine derivations
        • Apply operators and functions to derivations
        • Examine the derivation timing model
        • Add derivations to a fact build

        Create Conformed Dimensions

        • Examine conformed dimensions and their advantages
        • Design conformed dimensions
        • Create conformed dimensions
        • Create data integrity lookups that use conformed dimensions

        Customize Reference Structures

        • Create hierarchies manually using different approaches
        • Examine the features of a hierarchy
        • Examine literals
        • Set data access for hierarchy levels
        • Examine static and dynamic members
        • Examine fostering
        • Use derivations in a hierarchy

        Process Dimensional History and Late Arriving Facts

        • Examine slowly changing dimensions (SCDs)
        • Use surrogate keys in SCDs
        • Manage type 1 and type 2 changes to dimensional data
        • Load historical data for a dimension
        • Examine late arriving facts
        • Process late arriving facts in a fact build

        Transform Data Using Lookups and Derived Dimensions

        • Identify when to use lookups
        • Identify the requirements for a lookup
        • Create a translation lookup
        • Create an optional lookup
        • Add derived dimensions to fact builds
  • IBM Cognos 8 BI Transformer: Design OLAP Models (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 BI Transformer: Design OLAP Models (V8.4)'' classroom course. IBM Cognos 8 BI Transformer: Design OLAP Models (V8.4) is a four-day, self paced course that provides you with knowledge of OLAP modeling concepts using Transformer. You will learn how to design, build, and maintain PowerCubes for use in IBM Cognos 8 BI so that end users can easily analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should:

      • Understand the business need for ad hoc queries and analysis
      • Experience gathering requirements and analyzing data
      • IBM Cognos 8 BI: Report and Analyze Data for Business Authors (V8.4) (recommended)

      Topics

        Overview of Cognos 8 BI

        • Discuss IBM Cognos 8 and Performance Management
        • Describe IBM Cognos 8 BI components
        • Explain how to extend IBM Cognos 8 BI

        Transformer Fundamentals

        • Discuss the basics of OLAP analysis
        • Review Transformer capabilities and its role in IBM Cognos 8 BI
        • Discuss Transformer components
        • Define categories and members

        The Transformer Development Process

        • Describe the purpose of a model plan
        • Match business requirements to the model
        • Discuss an approach for creating a model plan
        • Review the relationship of the model plan to the Transformer model

        Data sources in Transformer

        • Discuss the types of data used by Transformer
        • Create data source files and define properties
        • Preview source data and SQL
        • Add Cognos 8 data sources to the model
        • Discuss Business Viewpoint Studio
        • Discuss data filtering

        Building a Model

        • Create model structures and modify property sheets
        • Confirm the data source origin
        • Generate categories to populate the model
        • Modify the model using the dimension diagram
        • Verify the model and create a PowerCube
        • Publish as a data source and package

        Considerations for Designing Successful PowerCubes

        • Describe model types and data entities
        • Define members and member unique names
        • Address changes that Impact a MUN
        • Discuss when category codes can change

        The Time Dimension

        • Discuss the purpose of a time dimension
        • Define a regular time dimension
        • Examine standard and nonstandard time dimensions
        • Limit the range of valid dates

        Relative Time

        • Compare trends over time
        • Set the current period
        • Create relative time categories
        • Customize relative time categories

        Use Multiple Data Sources

        • Discuss the use of multiple data sources
        • Plan the data sources
        • Define data source types

        Uniqueness

        • Identify and resolve conflicts between data sources
        • Validate a multiple data source model
        • Discuss a unique move

        Working with Measures

        • Discuss the purpose and uses of measures
        • Describe regular and calculated measures
        • Set measure properties
        • Compare rollup options
        • Create a calculated measure
        • Create calculations before or after rollups
        • Create a category count

        Allocated Measures

        • Discuss measure allocation
        • Allocate measures as a constant and by another measure
        • Check measure distribution

        Currency Conversion

        • Apply and use currency conversion techniques
  • IBM Cognos TM1 9.4: Designing and Developing Applications - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos TM1 9.4: Designing and Developing Applications'' classroom course. IBM Cognos TM1 9.4: Designing and Developing Applications is a five-day, self paced course designed to teach application developers, typically business or financial people, how to set up a complete TM1 application. Through a series of lectures and hands-on exercises, students will learn how to set up and verify structures, manually enter data into these structures, and define the data users can see.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of OLAP and TM1
      • Significant experience with Excel spreadsheets (functions, macros, etc.)
      • Understanding of the metrics and drivers of you business
      • IBM Cognos TM1 9.4: Analyzing Data (recommended)

      Topics

        Introduction to IBM Cognos TM1

        • Review financial performance management
        • Discuss Online Analytical Processing (OLAP)
        • Identify the TM1 position in the financial performance management system
        • Describe the architecture and components of TM1
        • Identify the basic tasks required to create a TM1 application and deploy it

        Create Dimensions

        • Review cubes and dimensions
        • Create dimensions manually
        • Edit dimensions
        • Create dimensions using Turbo Integrator

        Build Cubes and Views

        • Discuss cubes and data points
        • Create cubes
        • Construct views of data in cubes

        Load and Maintain 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

        Add Business Rules

        • Discuss a rule
        • Construct rules for elements or consolidations
        • Use functions in rules
        • Optimize rule performance
        • Discuss rules in a Rule Worksheet

        Automate Common Processes Using Scripts

        • Review Advanced tabs in Turbo Integrator
        • 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

        Customize Drill Paths

        • View related data
        • Create a Drill Process
        • Create a Drill Assignment Rule
        • Edit a drill process

        Using Rules for Advanced Modeling

        • Discuss virtual cubes
        • List uses for lookup cubes
        • Create and use a spread profile cube
        • Implement moving balances in a cube

        Convert Currencies

        • Discuss currency challenges
        • Create currency dimension
        • Create currency cube
        • Create rules for currency conversion
        • Use TM1 techniques to reduce maintenance

        Model for Different Fiscal Requirements

        • Discuss time considerations
        • Use discrete time dimensions
        • Implement a continuous time dimension model

        Present Data and Reports

        • Organize content in TM1 using application folders
        • Use Action buttons to enhance functionality in Excel and TM1 Web reports
        • Add worksheet controls to change the presentation of data

        Define Workflow

        • Configure TM1 for Workflow
        • Install Workflow
        • Create Workflow versions
        • Use Workflow toolbars to review versions

        A: Introduction to Executive Viewer

        • Repeat the steps to start the TM1 server and start the Executive Viewer client to employ Executive Viewer functionality
        • Locate data by connecting to a data source
        • Create a view to analyze your data
        • Organize members and dimensions within a view

        B: Integrate with IBM Cognos 8 BI and IBM Cognos 8 Planning

        • Integrate TM1 cubes within a Cognos 8 Business Intelligence (BI) environment
        • Integrate IBM Cognos TM1 in Cognos 8 BI portals
        • Describe how to use TM1 data in an IBM Cognos 8 Planning application
        • Describe how to use IBM Cognos 8 Planning data in a TM1 application
  • IBM Cognos TM1: Administer the Technical Environment (V9.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos TM1: Administer the Technical Environment (V9.4)'' classroom course. Essentials for IBM Cognos TM1: Administer the Technical Environment (V9.4) is a two-day, self paced course that combines lecture material and hands-on practice in installing and administering the TM1 environment. The course outlines how the architecture can be customized to fit into various infrastructures. You will learn how to perform replication and synchronization, monitor system performance, and secure TM1 applications.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of OLAP and TM1
      • Basic knowledge of networking
      • IBM Cognos TM1 9.4: Navigating Data (Recommended)

      Topics

        TM1 Architecture and Installation

        • Describe the IBM Cognos performance management (PM) system and TM1's role in PM
        • Identify the components of TM1 architecture
        • Install TM1 components
        • Configure the TM1 server

        Replicate and Synchronize Servers

        • Describe the replication process
        • Identify replication relationships
        • Identify possible server configurations
        • Replicate cubes
        • Remove cube replications
        • Synchronize replications

        Monitor Server Performance

        • Use TM1 log files
        • Monitor performance with control cubes
        • Dynamically monitor TM1 server threads
        • Monitor TM1 server performance in real time

        Manage the Server

        • Broadcast messages to clients
        • Connect and disconnect users from a TM1 server
        • Shut down a remote TM1 server

        Implement TM1 Security

        • Identify TM1 authentication options
        • Create users and groups
        • Assign object security rights to groups
        • Use rules to maintain security rights
        • Use TurboIntegrator processes to maintain security

        Back Up and Recover Applications

        • Create processes to back up data
        • Plan for backup and recovery of TM1 applications

        Migrate Applications from Development to Production

        • Document objects in the TM1 Application
        • Manage the application metadata

        Add Cube Rules

        • Discuss a rule
        • Construct rules for elements or consolidations
        • Use functions in rules
        • Optimize rule performance
  • IBM Cognos TM1: Analyzing Data (version 9.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos TM1: Analyzing Data (version 9.4)'' classroom course. IBM Cognos TM1: Analyzing Data (version 9.4) is a three-day, self paced course designed to teach analysts how to use TM1 to analyze data, and create reports and templates. Through a series of lectures and hands-on exercises, learn how to set up and manually enter data into cubes, create custom views of the data, generate reports and create applications for web access.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Students should have:

      • Knowledge of your business requirements
      • Experience using basic Windows and Web functionality
      • Experience using Microsoft Excel

      Topics

        Examine TM1 Components

        • Review financial performance management
        • Understand how TM1 enables financial performance management
        • Identify the TM1 user community
        • Describe the components of TM1

        Browse Data in a Cube

        • Understand what solution a model represents
        • List the components of a cube
        • Create a new view of the data
        • Stack, swap and filter dimensions in a cube
        • Use drill capabilities to focus the data

        Focus Your Analysis using Subsets

        • Examine the benefits of subsets
        • Use aliases in subsets
        • Filter subsets
        • Differentiate between static subsets and dynamic subsets
        • Add user-defined consolidations in subsets

        Contribute Data

        • Spread data to multiple cells at once
        • Edit individual cells
        • Exclude cells from being adjusted
        • Describe the power of lookup cubes

        Work with Spreadsheets

        • Differentiate between a slice and a snapshot
        • Use a classic slice and an Active Form
        • Manage TM1 data through Excel
        • Use TM1 worksheet functions

        Create Dynamic Reports with Active Forms

        • Create interactive reports and data input templates using Active Forms
        • Customize Active Forms using new TM1 Functions
        • Apply formatting to Active Forms

        Organize and Distribute Results

        • Use TM1 applications to organize reports
        • Publish content to the Web
        • Access content using TM1 Web

        Present Data Using TM1 Web

        • View and manipulate a TM1 Web Sheet
        • Stack and swap dimensions in a cube view
        • Create a new cube view
        • Graph data in a cube view
        • Use drill capabilities to focus the data
        • Print and save cube view as an Excel file or PDF

        Edit Subsets in TM1 Web

        • Build a simple and complex subsets in TM1 Web
        • Create custom consolidations in TM1 Web

        Appendix A: Enhance Report Presentation (Optional)

        • Use Action buttons to enhance functionality in Excel and TM1 Web reports
        • Add worksheet controls to change the presentation of data

        Appendix B: Introduction to Executive Viewer (Optional)

        • Repeat the steps to start the TM1 server and start the Executive Viewer client to employ Executive Viewer functionality
        • Locate data by connecting to a data source
        • Create a view to analyze your data
        • Organize members and dimensions within a view

        Appendix C: Integrate with Cognos 8 Business Intelligence and Cognos 8 Planning (Optional)

        • Describe how to use TM1 cubes within a Cognos 8 business intelligence (BI) environment
        • Integrate IBM Cognos TM1 in Cognos 8 BI portals
        • Describe how to use TM1 data in an IBM Cognos 8 Planning application
        • Describe how to use IBM Cognos 8 Planning data in a TM1 application
  • IBM Cognos 8 Controller: Develop Applications (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 Controller: Develop Applications (V8.4)'' classroom course. IBM Cognos 8 Controller: Develop Applications (V8.4) is a five-day, self paced course that teaches application developers how to set up a Controller application and effectively use Controller in their organization's consolidation process. Students will also design and generate financial reports using Controller. Through a series of lectures and hands-on exercises, students will set up a Controller application by creating the necessary structures (such as accounts and companies), and then test the application to ensure that it works properly. Students will also learn how to work with currency conversion, intercompany transactions, and investments in subsidiaries, as well as define configuration settings and user access to the application.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of group accounting

      Topics

        Introduction to IBM Cognos 8 Controller 8.4

        • Review the Cognos Performance Management (PM) solution and role of IBM Cognos 8 Controller in PM
        • Examine IBM Cognos 8 Controller components
        • Examine the structures used in a Controller application
        • Examine the application setup workflow
        • Log on to a Controller application and set personal options

        Set Up Companies

        • Examine the importance of company structures in the Controller application
        • Enable the currencies and countries to be used in the Controller application
        • Create and link companies
        • Specify ownership relations between companies
        • Verify the company structure

        Set Up Accounts

        • Examine the importance of account structures in a Controller application
        • Create and link accounts
        • Maintain an account structure
        • Verify the account structure

        Configure the Application

        • Examine general configuration settings for a Controller application
        • Examine actualities
        • Identify the three types of actualities
        • Configure a Controller application

        Enable Data Entry and Data Transfer

        • List different ways to enter data into Controller
        • Examine forms
        • Create forms and verify form structure
        • Examine form sets
        • Examine how to import data from an external system
        • Create an import specification
        • Import data from an external file

        Set Up Accounts to Show Changes over Time

        • Use movement accounts to track changes over time
        • Examine the workflow process to create movement accounts
        • Enable and create movement accounts
        • Prepare movement accounts for data entry

        Enhance Data Analysis

        • Enhance data analysis by using extended dimensions
        • Enable and define extended dimensions
        • Generate reports for extended dimensions
        • Prepare accounts for extended dimensions
        • Add extended dimensions to forms
        • Verify extended dimensions, accounts, and forms

        Customize the Data Entry View

        • Customize the data entry view
        • Define and group the items you want to restrict
        • Generate reports for linked structures

        Define and Schedule the Data Entry Process

        • Examine the data entry process
        • Enable and define report occasions for data entry
        • Examine different ways of making periods read-only

        Test the Application Setup

        • Test structures
        • Manually enter data into the Controller application
        • Reconcile data
        • Examine the status of data
        • Track changes to metadata

        Adjust Data Through Journal Entries

        • Identify the workflow process to set up consolidation of reported values
        • Identify how to make adjustments to data on a company level
        • Define and connect a journal type and a closing version
        • Enter data into company journals
        • Copy company journals
        • Run reports on company journals
        • Enter data into group journals

        Convert Foreign Currency

        • Identify the workflow process for converting foreign currencies
        • Examine foreign currency conversion
        • Prepare the application with rules for currency conversion
        • Define the base currency and activate currency codes
        • Enter currency rates for a period
        • Convert foreign currency
        • Run reports and analyze currency converted data

        Enable Automatic Journal Entries

        • Identify the workflow process for enabling automatic journal entries
        • Plan the use of automatic journals
        • Identify predefined automatic journal types
        • Define a contribution version and connect automatic journal types
        • Activate a predefined automatic journal
        • Identify how to use control tables

        Eliminate Intercompany Balances

        • Identify the workflow process for reconciliation and elimination of intercompany balances
        • Define intercompany accounts and enter period data
        • Define rules to control reconciliation and elimination of intercompany balances
        • Run and analyze reconciliation reports
        • Eliminate intercompany balances and verify postings

        Enter Shareholdings and Investments

        • Identify the workflow process for entering shareholdings and investments
        • Prepare the application with necessary settings for entering shareholdings and investments
        • Enter shareholdings and investments data
        • Reconcile shareholdings and investments data

        Calculate Acquisition Values

        • Identify the workflow process for calculating acquisition values
        • Define control tables for automatic journals
        • Configure a start period
        • Eliminate acquisition values and verify postings

        Consolidate Group Values

        • Identify the workflow process for consolidating the group's reported values
        • Prepare the application for consolidation
        • Consolidate the group's values manually
        • Run and analyze reports on consolidation
        • Review the status of the group's data

        Apply Security

        • Examine the Cognos 8 security architecture
        • Identify the workflow process for applying security
        • Define security restrictions to different parts of the application
        • Define security restrictions for users
        • Run reports on applied security
        • Track changes to metadata
        • Examine options that can be personalized
        • Configure local preferences

        Eliminate Intercompany Profit

        • Identify the workflow process for reconciliation and elimination of intercompany profit
        • Define intercompany profit accounts and enter period data
        • Define rules to control reconciliation and elimination of intercompany profit
        • Run and analyze reconciliation reports
        • Eliminate intercompany profit and verify postings

        Introduction to Reporting with IBM Cognos 8 Controller

        • Explore report types and the role of dimensions in reports
        • Run a report based on a data entry form

        Create Ad Hoc Reports

        • Create simple ad hoc reports
        • Compare the data for multiple sets of dimensions
        • Export an ad hoc report to an external application

        Verify and Analyze Data for Consolidation

        • Examine the benefits of using standard reports in consolidation
        • Select dimensions to run a simple trial balance
        • Drill down on dimensions to view more details
        • View the details behind a summary account using a ledger report

        Create Custom Reports

        • Create advanced reports using the Report Generator
        • Determine which dimensions to use when running a report
        • Examine reporting options available with different dimensions
        • Use Controller functions to build reports

        Report on Controller Data in Excel

        • Connect Controller to Excel using the Excel Link
        • Use the Report Generator to open and create reports in Excel
        • Add Controller data to a spreadsheet
        • Refresh workbooks to show the latest Controller data
        • Examine exporting data from a workbook back to Controller
        • Design efficient multi-page reports

        Run Groups of Reports

        • Examine the purpose of using report books
        • Create a report book
        • Examine input selection values
        • Examine report output options
        • Run a report book
  • IBM Cognos 8 Controller: Develop Applications (V8.5) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 Controller: Develop Applications (V8.5)'' classroom course. IBM Cognos 8 Controller: Develop Applications (V8.5) is a five-day, self paced course that teaches application developers how to set up a Controller application and effectively use Controller in their organization's consolidation process. You will also design and generate financial reports using Controller. Through a series of lectures and hands-on exercises, you will set up a Controller application by creating the necessary structures (such as accounts and companies), and then test the application to ensure that it works properly. You will also learn how to work with currency conversion, intercompany transactions, and investments in subsidiaries, as well as define configuration settings and user access to the application.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      • Kenntnisse über die eigenen Unternehmensanforderungen
      • Erfahrung im Umgang mit dem Windows-Betriebssystem
      • Erfahrung im Umgang mit einem Webbrowser

      Topics

        Introduction to IBM Cognos 8 Controller 8.5

        • Review the Cognos Performance Management (PM) solution and role of IBM Cognos 8 Controller in PM
        • Examine IBM Cognos 8 Controller components
        • Examine the structures used in a Controller application
        • Examine the application setup workflow
        • Log on to a Controller application and set personal options

        Set Up Companies

        • Examine the importance of company structures in the Controller application
        • Enable the currencies and countries to be used in the Controller application
        • Create and link companies
        • Specify ownership relations between companies
        • Verify the company structure

        Set Up Accounts

        • Examine the importance of account structures in a Controller application
        • Create and link accounts
        • Maintain an account structure
        • Verify the account structure

        Configure the Application

        • Examine general configuration settings for a Controller application
        • Examine actualities
        • Identify the three types of actualities
        • Configure a Controller application

        Enable Data Entry and Data Transfer

        • List different ways to enter data into Controller
        • Examine forms
        • Create forms and verify form structure
        • Examine form sets
        • Examine how to import data from an external system
        • Create an import specification
        • Import data from an external file

        Set Up Accounts to Show Changes over Time

        • Use movement accounts to track changes over time
        • Examine the workflow process to create movement accounts
        • Enable and create movement accounts
        • Prepare movement accounts for data entry

        Enhance Data Analysis

        • Enhance data analysis by using extended dimensions
        • Enable and define extended dimensions
        • Generate reports for extended dimensions
        • Prepare accounts for extended dimensions
        • Add extended dimensions to forms
        • Verify extended dimensions, accounts, and forms

        Customize the Data Entry View

        • Customize the data entry view
        • Define and group the items you want to restrict  
        • Generate reports for linked structures

        Define and Schedule the Data Entry Process

        • Examine the data entry process
        • Enable and define report occasions for data entry
        • Examine different ways of making periods read-only

        Test the Application Setup

        • Test structures
        • Manually enter data into the Controller application
        • Reconcile data
        • Examine the status of data
        • Track changes to metadata

        Adjust Data Through Journal Entries

        • Identify the workflow process to set up consolidation of reported values
        • Identify how to make adjustments to data on a company level
        • Define and connect a journal type and a closing version
        • Enter data into company journals
        • Copy company journals
        • Run reports on company journals
        • Enter data into group journals

        Convert Foreign Currency

        • Identify the workflow process for converting foreign currencies
        • Examine foreign currency conversion
        • Prepare the application with rules for currency conversion
        • Define the base currency and activate currency codes
        • Enter currency rates for a period  
        • Convert foreign currency
        • Run reports and analyze currency converted data

        Allocate Data

        • Identify the purpose of allocating data in Controller
        • Allocate values by fixed proportion
        • Allocate values based on a proportion value in a different account

        Enable Automatic Journal Entries

        • Identify the workflow process for enabling automatic journal entries
        • Plan the use of automatic journals
        • Identify predefined automatic journal types
        • Define a contribution version and connect automatic journal types
        • Activate a predefined automatic journal
        • Identify how to use control tables

        Eliminate Intercompany Balances

        • Identify the workflow process for reconciliation and elimination of intercompany balances
        • Define intercompany accounts and enter period data
        • Define rules to control reconciliation and elimination of intercompany balances
        • Run and analyze reconciliation reports
        • Eliminate intercompany balances and verify postings

        Enter Shareholdings and Investments

        • Identify the workflow process for entering shareholdings and investments
        • Prepare the application with necessary settings for entering shareholdings and investments
        • Enter shareholdings and investments data
        • Reconcile shareholdings and investments data

        Calculate Acquisition Values

        • Identify the workflow process for calculating acquisition values
        • Define control tables for automatic journals
        • Configure a start period
        • Eliminate acquisition values and verify postings

        Consolidate Group Values

        • Identify the workflow process for consolidating the group's reported values
        • Prepare the application for consolidation
        • Consolidate the group's values manually
        • Run and analyze reports on consolidation
        • Review the status of the group's data

        Apply Security

        • Examine the Cognos 8 security architecture
        • Identify the workflow process for applying security
        • Define security restrictions to different parts of the application
        • Define security restrictions for users
        • Run reports on applied security
        • Track changes to metadata
        • Examine options that can be personalized
        • Configure local preferences

        Eliminate Intercompany Profit

        • Identify the workflow process for reconciliation and elimination of intercompany profit
        • Define intercompany profit accounts and enter period data
        • Define rules to control reconciliation and elimination of intercompany profit
        • Run and analyze reconciliation reports
        • Eliminate intercompany profit and verify postings

        Create Complex Stored Calculations

        • Identify the purpose of advanced formula calculations
        • Identify built-in calculation operators and functions
        • Create advanced formula calculations

        Introduction to Reporting with IBM Cognos 8 Controller

        • Explore report types and the role of dimensions in reports
        • Run a report based on a data entry form

        Create Ad Hoc Reports

        • Create simple ad hoc reports
        • Compare the data for multiple sets of dimensions
        • Export an ad hoc report to an external application

        Verify and Analyze Data for Consolidation

        • Examine the benefits of using standard reports in consolidation
        • Select dimensions to run a simple trial balance
        • Drill down on dimensions to view more details
        • View the details behind a summary account using a ledger report

        Create Custom Reports

        • Create advanced reports using the Report Generator
        • Determine which dimensions to use when running a report
        • Examine reporting options available with different dimensions
        • Use Controller functions to build reports

        Report on Controller Data in Excel

        • Connect Controller to Excel using the Excel Link
        • Use the Report Generator to open and create reports in Excel
        • Add Controller data to a spreadsheet
        • Refresh workbooks to show the latest Controller data
        • Examine exporting data from a workbook back to Controller
        • Design efficient multi-page reports

        Run Groups of Reports

        • Examine the purpose of using report books
        • Create a report book
        • Examine input selection values
        • Examine report output options
        • Run a report book 6: Set Up Accounts to Show Changes over Time
        • Use movement accounts to track changes over time
        • Examine the workflow process to create movement accounts
        • Enable and create movement accounts
        • Prepare movement accounts for data entry
  • IBM Cognos 8 Controller: Create BI with Consolidation Data (V8.5) - SPVCOpen or Close

    Description

    • >This is the self paced training version of ''IBM Cognos 8 Controller: Create Business Intelligence with Consolidation Data (V8.5)'' classroom course. IBM Cognos 8 Controller: Create Business Intelligence with Consolidation Data (V8.5) is a two-day, instructor-led course that covers how to use IBM Cognos 8 Controller 8.5 with IBM Cognos 8 business intelligence tools. This course will give participants an understanding of how data from the Controller system can be loaded into a source suitable for BI reporting. Students will then learn how to use the various studios in IBM Cognos 8 to create useful business intelligence from this data. In addition, participants will learn how to customize the IBM Cognos Connection portal to meet their needs.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic understanding of IBM Cognos 8 Controller 8.5 (preferably obtained by taking the IBM Cognos 8 Controller: Develop Applications (V8.5) course
      • Basic knowledge of group accounting
      • Basic understanding of IBM Cognos 8 BI tools

      Topics

        Overview of Cognos 8 BI

        • Discuss IBM Cognos 8 and Performance Management
        • Describe IBM Cognos 8 BI components
        • Describe IBM Cognos 8 architecture at a high level
        • Define IBM Cognos 8 groups and roles
        • Explain how to extend IBM Cognos 8

        Populate the Controller Data Store for Business Intelligence

        • Describe Financial Analytics Publisher and its purpose
        • Describe TM1 and its purpose
        • Set up Financial Analytics Publisher
        • Transfer data to TM1
        • Describe Framework Manager and its purpose
        • Create a Framework Manager project and publish a package

        Create Reports in Report Studio

        • Describe Report Studio and its purpose
        • Distinguish between Express Authoring and Professional Authoring modes
        • Identify how to add data and objects to a report
        • Create "statement style" reports in Express Authoring mode

        Customize Reports in Report Studio

        • Identify ways in which you can customize reports
        • Create page breaks with page layers
        • Filter values in a report
        • Define prompts
        • Add calculations to a report
        • Convert reports created in Express Authoring mode to Professional Authoring mode

        Perform Dimensional Analysis in Analysis Studio

        • Identify the benefits of using Analysis Studio
        • Create an analysis that contains Controller data
        • Modify an analysis

        Perform Dimensional Analysis in CAFE

        • Identify the benefits of using CAFE
        • Create an analysis in CAFE that contains Controller data
        • Modify an analysis
        • Publish CAFE analyses to IBM Cognos Connection

        Perform Business Activity Management (BAM) in Event Studio

        • Identify the benefits of business activity management (BAM) and Event Studio
        • Create agents in Event Studio
        • Modify agents in Event Studio

        Customize the Portal

        • Identify the benefits of customizing IBM Cognos Connection
        • Identify ways to customize IBM Cognos Connection
  • IBM Cognos 8 Business Viewpoint: Manage Dimensions (V8.4) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos 8 Business Viewpoint: Manage Dimensions (V8.4)'' classroom course. IBM Cognos 8 Business Viewpoint: Manage Dimensions (V8.4) is a two-day, self paced course in which participants will learn to manage dimensions across the enterprise. Participants will import data, create dimensions, hierarchies, levels, and attributes. They will also define security on these objects, create workflows, reconcile nominated data, publish and distribute the dimensions to other applications or users.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Students should have a knowledge of dimensional modeling (Recommended), preferably having completed:

      • IBM Cognos 8 Planning Analyst: Build Models (V8.4) course or
      • IBM Cognos TM1: Designing and Developing Applications (version 9.4) or
      • IBM Cognos 8 BI Framework Manager: Design Metadata Models (V8.4) or
      • IBM Cognos 8 BI Transformer: Design OLAP Models (V8.4)

      Topics

        Introduction to IBM Cognos 8 Business Viewpoint

        • Identify some of the problems associated with managing dimensions
        • Examine how Business Viewpoint addresses these problems (three pillars)
        • Compare Business Viewpoint to MDM
        • Examine various business scenarios
        • Examine best practices to get started
        • Explore objects in different views

        Model Dimensional Objects

        • Identify Business Viewpoint components
        • Explore Business Viewpoint architecture
        • Identify a Cognos 8 system
        • Create a dimension
        • Import lists
        • Import static and dynamic hierarchies
        • Create versions of dimensions

        Enhance Dimensions

        • Modify members in a dimension using views, filter and search
        • Modify static and dynamic hierarchies
        • Add attributes
        • Work with sets

        Administration and Security

        • Change admin user password
        • Add users and roles
        • Set permissions on objects

        Manage the Dimension Change Process

        • Explain the four steps in the workflow process
        • Use workflow to check the progress of tasks
        • Review data and reconcile data using merge

        Use Business Viewpoint Client to Synchronize Data

        • Explain the purpose of Business Viewpoint Client adapters
        • Nominate data
        • Subscribe to data
        • Compare import with nominate and subscribe
        • Integrate with IBM Cognos modeling tools

        Integrate with Cognos 8 BI Components

        • Integrate with IBM Cognos 8 reporting tools
        • Publish a dimension to a Cognos 8 package, to a Framework Manager model, and to a .csv file
  • IBM Cognos Planning Analyst: Build Models (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Planning Analyst: Build Models (V10.1)'' classroom course. IBM Cognos Planning Analyst: Build Models (V10.1) is a five-day, self paced course that teaches modelers how to design and build models for business planning. You will learn the data modeling process and participate in hands-on demos and workshops that illustrate good model design and best practice techniques while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your organization's data and structure
      • Knowledge of Microsoft Excel

      Topics

        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

        Create D-Lists and D-Cubes

        • Manually create D-Lists
        • Import D-List items from external sources
        • Modify D-Lists
        • Build D-Cubes

        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

        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

        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

        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

        Forecast Data

        • Examine the Forecast Built-in Function
        • Build a revised rolling forecast
        • Use various methods to forecast data

        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

        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

        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

        Examine Advanced Concepts

        • Discuss calculation precedence
        • Restructure D Cubes
        • Transfer data within a D Cube
        • Examine cascading allocations

        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

        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

        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

        End-to-End Workshop (Optional)

        Use IBM Cognos Planning Analyst with IBM Cognos Planning Contributor (Optional)

        Use IBM Cognos Planning Analyst with IBM Cognos Finance (Optional)

  • IBM Cognos Planning Contributor: Develop Applications (V10.1) - SPVCOpen or Close

    Description

    • his is the self paced training version of IBM Cognos Planning Contributor: Develop Applications (V10.1) classroom course. IBM Cognos Planning Contributor: Develop Applications (V10.1) is a four-day, self paced course in which you will learn to build, administer, and deploy Planning Contributor applications through IBM Cognos Planning Administrator. In particular, you will learn how to develop the Planning Contributor application (based on a Cognos 10 Planning - Analyst model), manage security using the Cognos security model, perform administrative tasks, such as importing and publishing data, and deploy the application to the Cognos portal. They will also learn how to create events using Cognos Event Studio, which will monitor changes in published Planning data. This course also contains a case study that helps you further develop their skills as they create and administer a Contributor application.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Completed the IBM Cognos Planning Analysts: Build Models (V10.1) course

      You should have:

      • Knowledge of your organization's data and structure
      • Knowledge of Microsoft Office Excel

      Topics

        Introduction to IBM Cognos Planning -  Administrator

        • Review IBM Cognos Performance Management (PM) Solution
        • Identify IBM Cognos Planning and its components
        • Identify IBM Cognos BI and its components
        • Examine the IBM Cognos Planning architecture
        • Examine IBM Cognos Planning - Contributor and its components
        • Examine the development process for the Contributor solution

        Build a Contributor Application

        • Examine best practices for building the underlying IBM Cognos Planning - Analyst model
        • Configure IBM Cognos Planning Administrator
        • Create a Planning Contributor application using the Application wizard
        • Specify navigation, orientation, and application settings
        • Import the e.List and rights
        • Run Go to Production and preview a Planning Contributor application

        Manage Workflow and Web Application Activities

        • Access the application in Cognos Connection
        • Examine the user roles and workflow states
        • Create annotations
        • Attach documents to Planning Contributor application items
        • View and delete commentary
        • Bounce users from the application
        • Work offline

        Apply Security

        • Examine Cognos Planning security: authentication and authorization
        • Examine Cognos Planning roles
        • Assign access rights to end users
        • Examine levels of user rights
        • Create saved selections
        • Examine and create access tables
        • Identify network considerations

        Administer Applications

        • Review what happens during Go to Production
        • Back up the datastore
        • Display Invalid Owners and Editors
        • Create a planning package
        • Reset workflow states
        • Set advanced options for subsequent Go to Production processes
        • Examine job management and the types of jobs that can be performed
        • Create help text for end users
        • Verify that data entered is valid

        Manage Data

        • Synchronize the Cognos Planning - Contributor application with the Cognos Planning - Analyst model
        • Import data into the Planning Contributor application as a planner, reviewer and administrator
        • Publish Planning Contributor data

        Use Extensions

        • Examine IBM Cognos Planning - Contributor extensions
        • Report from Planning Contributor data using extensions
        • Configure Planning Contributor extensions
        • Use administration extensions

        Automate Applications

        • Examine automation of common administration tasks using macros
        • Create and publish a macro
        • Group related tasks into one macro
        • Examine how to run macros

        Consume Planning Data in Cognos BI

        • Examine Cognos Connection
        • Create a portal page to group different types of content into a single view
        • Examine how to access live data in Cognos Studios
        • Create and run agents based on planning data in Events Studio

        Case Study

        • Create a Contributor application
        • Ensure planners and reviewers have the required access to the appropriate data
        • Modify the application to accommodate the addition of new locations
        • Bring test data into the application in an administrator role and an end user role
        • Publish data for reporting and automate this task

        Use the Contributor Add-in for Excel (Optional)

        • Examine the Cognos Planning - Contributor Add-in for Excel
        • Enter, save, and submit Planning Contributor data using the Excel Add-in
        • Modify the display of Planning Contributor data in Microsoft Office Excel
        • Annotate data in Microsoft Office Excel
        • Save a workbook as a template

        Move Data Between Planning Analyst and Planning Contributor (Optional)

        • Export data from Planning Analyst for use in Planning Contributor
        • Integrate Planning Contributor with Planning Analyst
        • Move data from Planning Analyst to Planning Contributor using a D-Link
        • Move data from Planning Contributor to Planning Analyst using a D-Link
        • Compare D-Links to importing data in Planning Administrator

        Translate a Contributor Application (Optional)

        • Examine the translation cycle
        • Create a translation
        • Translate applications into different languages
        • Export files for translation
  • IBM Cognos Planning: Administer the Technical Environment (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Planning: Administer the Technical Environment (V10.1)'' classroom course. IBM Cognos Planning: Administer the Technical Environment (V10.1) is a three-day, self paced course that combines lecture material and hands-on practice in installing, administering, and troubleshooting IBM Cognos Planning Analyst and IBM Cognos Planning Contributor. The course outlines how the IBM Cognos Planning architecture can be customized to fit into various infrastructures. You will learn how to use IBM Cognos Planning components with different database platforms (particularly IBM DB2), how to implement security, and how to automate functionality. You will also learn how upgrade and migrate IBM Cognos Planning applications, and how to integrate IBM Cognos Planning with other IBM Cognos tools, such as IBM Cognos Framework Manager, IBM Cognos Event Studio, and IBM Cognos Connection.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of databases
      • Basic knowledge of networking

      Topics

        Planning Analyst Architecture and Installation

        • Review the IBM Cognos Performance Management (PM) solution and the role of IBM Cognos Planning in PM
        • Examine the architecture of IBM Cognos Planning
        • Create a UNC connection point for Planning Analyst
        • Install Planning Analyst components
        • Configure the Planning Analyst installation
        • Examine how to uninstall Planning Analyst

        Planning Contributor Architecture and Installation

        • Review the role of Planning Contributor in Performance Management (PM)
        • Learn about the architecture of Planning Contributor and the recommended deployment process
        • Install Planning Contributor
        • Configure Planning Contributor
        • Examine how to uninstall Planning Contributor

        Implement Security for IBM Cognos Planning

        • Identify authentication and authorization
        • Add namespaces in IBM Cognos Configuration that point to third-party authentication providers
        • Add users from third-party authentication providers to IBM Cognos groups and roles
        • Implement security for Planning Analyst
        • Implement security for Planning Contributor

        Advanced IBM Cognos Planning Architecture and Implementation

        • Examine ways to modify the default configuration for a distributed installation of IBM Cognos Planning
        • Create a new content store and planning store and connect to them
        • Examine alternative ways to install and configure the Rich Client Framework
        • Move data between Planning Contributor applications using links
        • Examine sizing considerations for Planning Contributor applications
        • Publish data from Planning Analyst and Planning Contributor
        • Identify network considerations

        Use Databases with IBM Cognos Planning

        • Examine the use of the following databases with Planning Contributor:
          • IBM DB2
          • Oracle
          • Microsoft SQL Server
        • Generate data definition language (DDL) scripts

        Automate Functionality in IBM Cognos Planning

        • Examine the role of automation in IBM Cognos Planning
        • Automate common tasks in Planning Analyst
        • Automate common tasks in Planning Contributor

        Troubleshoot IBM Cognos Planning

        • Demonstrate useful troubleshooting tools and techniques for Planning Analyst
        • Demonstrate useful troubleshooting tools and techniques for Planning Contributor

        Upgrade and Migrate IBM Cognos Planning Applications

        • Examine how to upgrade to version 10.1 of Planning Contributor
        • Examine how to upgrade to version 10.1 of Planning Analyst
        • Identify how to migrate the IBM Cognos Planning environment and data using the Planning Administrator tool

        Integrate IBM Cognos Planning with Other IBM Cognos Components

        • Examine how to administer IBM Cognos Connection
        • Use published Planning Analyst and Planning Contributor data in IBM Cognos BI
        • Perform event-driven planning with IBM Cognos Event Studio
        • Use published Planning Analyst and Planning Contributor data in IBM Cognos PowerPlay
        • Identify how to use unpublished (real-time) Planning Contributor data in IBM Cognos BI
        • Identify how to use IBM Cognos Controller data in IBM Cognos Planning
        • Identify how to use IBM Cognos Planning with IBM Cognos TM1

        Perform Unattended Installations and Configurations (Optional)

        • Identify how to perform an unattended installation and configuration of IBM Cognos Planning
  • IBM Cognos Business Viewpoint 10.1: Manage Dimensions and Data - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Business Viewpoint 10.1: Manage Dimensions and Data'' classroom course. IBM Cognos Business Viewpoint 10.1: Manage Dimensions and Data is a two-day, self-paced course in which you will learn to manage dimensions across the enterprise. You will import data and create dimensions, hierarchies, levels, and attributes. In addition, you will create workflows, reconcile nominated data, and move fact data into a TM1 cube. You will also publish and distribute the dimensions and data to other applications or users.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of dimensional modeling
      • Basic knowledge of the IBM Cognos modeling tools used in your environment such as IBM Cognos Planning, IBM Cognos TM1, IBM Cognos Transformer, or IBM Cognos Framework Manager (recommended)

      Topics

        Introduction to IBM Cognos Business Viewpoint

        • Identify some of the problems associated with managing dimensions
        • Identify three capability areas that enable IBM Cognos Business Viewpoint to address these problems
        • Identify tools that are used with IBM Cognos Business Viewpoint
        • Examine best practices to get started

        Model Dimensional Objects

        • Identify Business Viewpoint components
        • Use systems
        • Create dimensions with lists and hierarchies
        • Create a dimension template
        • Create versions of dimensions

        Enhance Dimensions

        • Modify members in a dimension using comments, views, filters and search
        • Modify static and dynamic hierarchies
        • Add attributes
        • Add validation rules to an attribute
        • Create calculated attributes
        • Work with sets

        Use Business Viewpoint Client to Synchronize Data

        • Explain the purpose of Business Viewpoint Client adapters
        • Nominate data
        • Subscribe to data
        • Compare import with nominate and subscribe
        • Integrate with IBM Cognos modeling tools

        Manage the Dimension Change Process

        • Explain the four steps in the workflow process
        • Use workflows to check the progress of tasks
        • Review data and reconcile data using merge

        Move Fact Data Into IBM Cognos TM1

        • Describe fact data
        • Match dimensions in your source and target data store
        • Create and run links to move fact data from your source to your target

        Integrate with IBM Cognos BI

        • Integrate with IBM Cognos reporting tools
        • Publish a dimension to an IBM Cognos package, to a Framework Manager model and to a CSV file
  • IBM Cognos Business Viewpoint 10.1: Administer Business Viewpoint - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Business Viewpoint 10.1: Administer Business Viewpoint'' classroom course. IBM Cognos Business Viewpoint 10.1: Administer Business Viewpoint is a one-day, instructor-led course that combines lecture material and hands-on practice installing and administering the Business Viewpoint environment. The course also outlines how the architecture can be customized to fit into various infrastructures, and how to migrate the Business Viewpoint repository.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of dimensional modeling
      • Basic knowledge of Business Viewpoint (recommended)
      • Basic knowledge of networking (recommended)
      • Basic knowledge of the IBM Cognos modeling tools used in your environment such as IBM Cognos Planning, IBM Cognos TM1, IBM Cognos Transformer, or IBM Cognos Framework Manager (recommended)

      Topics

        Architecture and Installation

        • Explore the Business Viewpoint architecture
        • Identify Business Viewpoint Server components
        • Discuss different ways Business Viewpoint can be installed
        • Examine the different components required to move fact data
        • Install Business Viewpoint Server
        • Create a data source connection that lets you publish to IBM Cognos Connection

        Integrate with Other IBM Cognos Components

        • Install IBM Cognos Business Viewpoint Client
        • Configure adapters to let users work with IBM Cognos sources
        • Configure adapters to let users work with non-IBM Cognos sources

        Administration and Security

        • Identify the purpose of systems and how to add them
        • Change the admin user password
        • Define an IBM Cognos 8 system
        • Add users and roles
        • Set permissions on objects

        Back Up and Restore Data

        • Back up data
        • Restore data
        • Upgrade from an earlier version of Business Viewpoint

        Log Files and Resources (optional)

        • Examine where to look for log files in IBM Cognos Business Viewpoint 10.1
        • Identify which log file to consult depending on the problem
        • Identify useful IBM troubleshooting resources
  • IBM Cognos Controller: Administer the Technical Environment (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Controller: Administer the Technical Environment (V10.1)'' classroom course. IBM Cognos Controller: Administer the Technical Environment (V10.1) is a one-day self paced training course that combines material and hands-on practice in installing, administering, and troubleshooting IBM Cognos Controller. The course outlines how the IBM Cognos Controller architecture can be customized to fit into various infrastructures. Students will learn how to use IBM Cognos Controller components with different database platforms, how to implement security, and how to troubleshoot, upgrade, and migrate applications.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of databases
      • Basic knowledge of networking
      • IBM Cognos Controller: Develop Applications (V10.1) (Recommended)

      Topics

        Install and Configure IBM Cognos Controller

        • Review the IBM Cognos Performance Management (PM) solution and the role of IBM Cognos Controller in PM
        • Describe the IBM Cognos Controller architecture
        • Describe IBM Cognos Controller components
        • Install IBM Cognos Controller
        • Configure IBM Cognos Controller

        Set Up Security for IBM Cognos Controller

        • Describe the security architecture for IBM Cognos Controller
        • Identify methods of authenticated logon
        • Configure security for IBM Cognos Controller
        • Describe cryptographic services
        • Describe IBM Cognos Application Firewall

        Use Databases with IBM Cognos Controller

        • Describe how databases are used with IBM Cognos Controller
        • Identify specific considerations for:
        • IBM DB2
        • Microsoft SQL Server
        • Oracle
        • Populate a Controller data mart database
        • Populate a TM1 cube with Controller data

        Troubleshoot IBM Cognos Controller

        • Identify useful log files
        • Solve common problems when starting IBM Cognos Controller components
        • Solve common problems when starting and configuring IBM Cognos components
        • Identify useful troubleshooting resources

        Upgrade and Migrate IBM Cognos Controller Applications

        • Upgrade an IBM Cognos Controller application
        • Migrate an IBM Cognos Controller application
  • IBM Cognos Controller: Develop Applications (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Controller: Develop Applications (V10.1)'' classroom course. IBM Cognos Controller: Develop Applications (V10.1) is an intermediate five-day self paced training course. It is designed to teach application developers how to set up a Controller application and effectively use Controller in their organization's consolidation process. Students will also design and generate financial reports using Controller. Through a series of lectures and hands-on exercises, students will set up a Controller application by creating the necessary structures (such as accounts and companies), and then test the application to ensure that it works properly. Students will also learn how to work with currency conversion, intercompany transactions, and investments in subsidiaries, as well as define configuration settings and user access to the application.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Intermediate knowledge of group accounting

      Topics

        Introduction to IBM Cognos Controller

        • Review the Cognos Performance Management (PM) solution and the role of IBM Cognos Controller in PM
        • Examine IBM Cognos Controller components
        • Examine the structures used in a Controller application
        • Examine the application setup workflow
        • Log on to a Controller application and set personal options

        Set Up Companies

        • Examine the importance of company structures in the Controller application
        • Enable the currencies and countries to be used in the Controller application
        • Create and link companies
        • Specify ownership relations between companies
        • Verify the company structure

        Set Up Accounts

        • Examine the importance of account structures in a Controller application
        • Create and link accounts
        • Maintain an account structure
        • Verify the account structure

        Configure the Application

        • Examine general configuration settings for a Controller application
        • Examine actualities
        • Identify the three types of actualities
        • Configure a Controller application

        Enable Data Entry and Data Transfer

        • List different ways to enter data into Controller
        • Examine forms
        • Create forms and verify form structure
        • Examine form sets
        • Examine how to import data from an external system
        • Create an import specification
        • Import data from an external file

        Set Up Accounts to Show Changes over Time

        • Use movement accounts to track changes over time
        • Examine the workflow process to create movement accounts
        • Enable and create movement accounts
        • Prepare movement accounts for data entry

        Enhance Data Analysis

        • Enhance data analysis by using extended dimensions
        • Enable and define extended dimensions
        • Generate reports for extended dimensions
        • Prepare accounts for extended dimensions
        • Add extended dimensions to forms
        • Verify extended dimensions, accounts, and forms

        Customize the Data Entry View

        • Customize the data entry view
        • Define and group the items you want to restrict
        • Generate reports for linked structures

        Define and Schedule the Data Entry Process

        • Examine the data entry process
        • Enable and define report occasions for data entry
        • Examine different ways of making periods read-only

        Test the Application Setup

        • Test structures
        • Manually enter data into the Controller application
        • Reconcile data
        • Examine the status of data
        • Track changes to metadata

        Adjust Data Through Journal Entries

        • Identify the workflow process to set up consolidation of reported values
        • Identify how to make adjustments to data on a company level
        • Define and connect a journal type and a closing version
        • Enter data into company journals
        • Copy company journals
        • Run reports on company journals
        • Enter data into group journals

        Convert Foreign Currency

        • Identify the workflow process for converting foreign currencies
        • Examine foreign currency conversion
        • Prepare the application with rules for currency conversion
        • Define the base currency and activate currency codes
        • Enter currency rates for a period
        • Convert foreign currency
        • Run reports and analyze currency converted data

        Enable Automatic Journal Entries

        • Identify the workflow process for enabling automatic journal entries
        • Plan the use of automatic journals
        • Identify predefined automatic journal types
        • Define a contribution version and connect automatic journal types
        • Activate a predefined automatic journal
        • Identify how to use control tables

        Allocate Data

        • Describe the purpose of allocations
        • Allocate by a fixed proportion
        • Allocate based on proportion values in a different account

        Eliminate Intercompany Balances

        • Identify the workflow process for reconciliation and elimination of intercompany balances
        • Define intercompany accounts and enter period data
        • Define rules to control reconciliation and elimination of intercompany balances
        • Run and analyze reconciliation reports
        • Eliminate intercompany balances and verify postings

        Enter Shareholdings and Investments

        • Identify the workflow process for entering shareholdings and investments
        • Prepare the application with necessary settings for entering shareholdings and investments
        • Enter shareholdings and investments data
        • Reconcile shareholdings and investments data

        Calculate Acquisition Values

        • Identify the workflow process for calculating acquisition values
        • Define control tables for automatic journals
        • Configure a start period
        • Eliminate acquisition values and verify postings

        Consolidate Group Values

        • Identify the workflow process for consolidating the group's reported values
        • Prepare the application for consolidation
        • Consolidate the group's values manually
        • Run and analyze reports on consolidation
        • Review the status of the group's data

        Apply Security

        • Examine the IBM Cognos security architecture
        • Define security restrictions to different parts of the application
        • Define security restrictions for users
        • Run reports on applied security
        • Track changes to metadata
        • Examine options that can be personalized
        • Configure local preferences

        Eliminate Intercompany Profit

        • Identify the workflow process for reconciliation and elimination of intercompany profit
        • Define intercompany profit accounts and enter period data
        • Define rules to control reconciliation and elimination of intercompany profit
        • Run and analyze reconciliation reports
        • Eliminate intercompany profit and verify postings

        Create Complex Stored Calculations

        • Identify the purpose of advanced formula calculations
        • Identify built-in calculation operators and functions
        • Create advanced formula calculations

        Customize the Consolidation Process with User-Defined Business Rules (UDBRs)

        • Customize consolidation rules for customers using user-defined business rules
        • Create and validate a user-defined business rule (UDBR) script
        • Define, map, and run a UDBR job
        • Group companies into subsets
        • Use subsets in UDBRs

        Introduction to Reporting with IBM Cognos Controller

        • Explore report types and the role of dimensions in reports
        • Run a report based on a data entry form

        Create Ad Hoc Reports

        • Create simple ad hoc reports
        • Compare the data for multiple sets of dimensions
        • Export an ad hoc report to an external application

        Verify and Analyze Data for Consolidation

        • Examine the benefits of using standard reports in consolidation
        • Select dimensions to run a simple trial balance
        • Drill down on dimensions to view more details
        • View the details behind a summary account using a ledger report

        Create Custom Reports

        • Create advanced reports using the Report Generator
        • Determine which dimensions to use when running a report
        • Examine reporting options available with different dimensions
        • Use Controller functions to build reports

        Report on Controller Data in Excel

        • Connect Controller to Excel using the Excel Link
        • Use the Report Generator to open and create reports in Excel
        • Add Controller data to a spreadsheet
        • Refresh workbooks to show the latest Controller data
        • Examine exporting data from a workbook back to Controller
        • Design efficient multi-page reports

        Run Groups of Reports

        • Examine the purpose of using report books
        • Create a report book
        • Examine input selection values
        • Examine report output options
        • Run a report book
  • IBM Cognos Controller: Author Reports (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Controller: Author Reports (V10.1)'' classroom course. IBM Cognos Controller: Author Reports (V10.1) is an intermediate one-day, self paced training course. The course is designed to teach authors, with basic knowledge of group accounting and Microsoft Excel, how to design and generate financial reports using IBM Cognos Controller. Students complete hands-on demos and workshops that reinforce the concepts and tasks learned in each module.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of group accounting
      • Basic knowledge of Microsoft Excel

      Topics

        Introduction to Reporting with IBM Cognos Controller

        • Explore report types and the role of dimensions in reports
        • Run a report based on a data entry form

        Create Ad Hoc Reports

        • Create simple ad hoc reports
        • Compare the data for multiple sets of dimensions
        • Export an ad hoc report to an external application

        Verify and Analyze Data for Consolidation

        • Examine the benefits of using standard reports in consolidation
        • Select dimensions to run a simple trial balance
        • Drill down on dimensions to view more details
        • View the details behind a summary account using a ledger report

        Create Custom Reports

        • Create advanced reports using the Report Generator
        • Determine which dimensions to use when running a report
        • Examine reporting options available with different dimensions
        • Use Controller functions to build reports

        Report on Controller Data in Excel

        • Connect Controller to Excel using the Excel Link
        • Use the Report Generator to open and create reports in Excel
        • Add Controller data to a spreadsheet
        • Refresh workbooks to show the latest Controller data
        • Examine exporting data from a workbook back to Controller
        • Design efficient multi-page reports

        Run Groups of Reports

        • Examine the purpose of using report books
        • Create a report book
        • Examine input selection values
        • Examine report output options
        • Run a report book
  • IBM Cognos TM1: Analyze and Share Data (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos TM1: Analyze and Share Data (V10.1)'' classroom course. IBM Cognos TM1: Analyze and Share Data (V10.1) is a three-day, self-paced training course designed to teach modelers how to use TM1 to analyze data and create reports and templates, and how to use the personal analytics tool IBM Cognos Insight to create analyses and plans and publish them to TM1. Participants will learn how to enter data in Microsoft Excel and on the Web using TM1 Applications, create custom views of the data, build reports and forms in Microsoft Excel that communicate with TM1, and create and publish analyses and plans in IBM Cognos Insight.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

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

      Topics

        Examine TM1 Components

        • Review financial performance management
        • Understand how TM1 enables financial performance management
        • Identify the TM1 user community
        • Describe the components of TM1

        Customize Cube Views in IBM Cognos TM1

        • Understand the solution a model represents
        • View cube data from difference perspectives
        • Use aliases to display alternate element names
        • Filter subsets to view only specific elements
        • Differentiate between static and dynamic subsets
        • Add user-defined consolidations in subsets

        Enter and Spread Data

        • Edit individual cells
        • Store private data in sandboxes
        • Spread data to multiple cells at once
        • Exclude cells from being adjusted
        • Enter data quickly using shortcuts

        Work with Spreadsheets

        • Differentiate between a slice and a snapshot
        • Manage TM1 data through Microsoft Excel
        • Use TM1 worksheet functions
        • Create reports in Microsoft Excel and PDF formats

        Create Dynamic Reports with Active Forms

        • Create interactive reports and data input templates using Active Forms
        • Customize Active Forms using new TM1 Functions
        • Apply formatting to Active Forms
        • Add Action buttons to enhance functionality

        Work with Planning Applications

        • Explain the different application types and connection modes
        • Access an IBM Cognos TM1 application
        • Identify the user roles and workflow states
        • Enter data using shortcuts and spreading
        • Submit and reject data
        • Reorganize the grid

        Explore Data in IBM Cognos Insight

        • Describe the uses of IBM Cognos Insight
        • Import data into a workspace
        • Navigate and explore the data
        • Restructure the data
        • Add calculations and highlight exceptions

        Analyze Data in IBM Cognos Insight

        • Import data from various sources
        • Refresh previously imported data
        • Analyze and calculate data in your workspace
        • Choose an effective chart for your analysis
        • Design a compelling workspace with widgets, tabs, and themes
        • Publish a workspace

        Explore Data and Edit Subsets in TM1 Web

        • Create a new cube view
        • Work with a TM1 cube view on the Web
        • Build simple and complex subsets in TM1 Web
        • Create custom consolidations in TM1 Web

        End to End Workshop

        • Import data into IBM Cognos Insight
        • Analyze the data
        • Add a new measure and calculate data
        • Create a plan based on your analysis
        • Enhance the appearance of the plan
        • Publish the plan to IBM Cognos TM1 Applications
        • Enter and submit data into part of the plan
        • Examine plan data using IBM Cognos TM1 Web
  • IBM Cognos TM1: What's New (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos TM1: What's New (V10.1)'' classroom course. IBM Cognos TM1: What's New (V10.1) is a two-day, self-paced training course that combines material and hands-on practice in using new features in TM1 version 10.1. The course outlines basic usage of the new features for analysis, modeling, and administration. Students will learn how to create an analysis using Cognos Insight. They will also use Performance Modeler to create model objects and deploy applications. In addition, they will learn how to use the new Operations Console to monitor the TM1 environment.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of OLAP
      • Basic knowledge of previous editions of TM1

      Topics

        Overview of IBM Cognos TM1 10.1

        • identify the IBM Cognos TM1 solution
        • review the updated architecture
        • describe new components

        Analyze Data in Cognos Insight

        • import data from various sources
        • analyze and calculate data in your workspace
        • design a compelling workspace with widgets, tabs, and themes
        • publish a workspace

        Introduction to Cognos TM1 Performance Modeler

        • describe IBM Cognos TM1 Performance Modeler
        • explore Performance Modeler
        • manage and organize a model

        Create and Customize Dimensions

        • create dimensions manually
        • import dimensions
        • edit dimensions
        • create dimension calculations

        Create and Customize Cubes

        • construct a new cube
        • describe cube properties
        • edit a cube structure
        • review and use a pick list

        Import Data

        • identify data sources
        • create processes to load data
        • create processes to update and maintain the model

        Share Data Across Cubes with Links

        • identify types of links
        • create and modify links
        • review rule and process based links

        Customize Business Rules

        • describe a rule
        • review automatically generated rules
        • identify order of rule blocks
        • disable and enable rules and feeders

        Create Applications

        • identify application types
        • access an IBM Cognos TM1 application
        • create a new application
        • set the available clients
        • activate and deactivate an application

        Additional Modeling Techniques

        • create dynamic subsets
        • use dimension functions
        • implement business logic

        Administer TM1 Servers with the Operations Console

        • add the admin and TM1 server to the Operations Console
        • set up the environment
        • check the health status of the servers
        • filter the status of the server

        Use the IBM TM1 Package Connector (Optional)

        • describe the package connector
        • import dimensions and a cube from a Cognos package

        Additional New Features (Optional)

        • identify additional new features in version 10.1 of IBM Cognos TM1
  • IBM Cognos Express: Analyze Data with Advisor (V10.1) - SPVCOpen or Close

    Description

    • IBM Cognos Express: Analyze Data with Advisor (V10.1) is a one-day, self-paced training course for customers and partners who need to learn how to use the IBM Cognos Insight capabilities contained within the Advisor module of Cognos Express (V10.1). You will learn the full capabilities Cognos Insight which include how to work with tables and charts, calculations, traffic lights, what-if analysis, formatting, and workspace construction.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your business requirements
      • Experience using the Window operating system and a Web browser

      Topics

        Explore data in IBM Cognos Insight

        • Describe the uses of IBM Cognos Insight
        • Import data into a workspace
        • Navigate and explore the data
        • Restructure the data
        • Add calculations and highlight exceptions

        Analyze data in IBM Cognos Insight

        • Import data from various sources
        • Refresh previously imported data
        • Analyze and calculate data in your workspace
        • Choose an effective chart for your analysis
        • Design a compelling workspace with widgets, tabs, and themes
        • Publish a workspace
  • IBM Cognos Express: Analyze Data with Xcelerator (V10.1) - SPVCOpen or Close

    Description

    • IBM Cognos Express: Analyze Data with Xcelerator (V10.1) is a two-day, self-paced training course for customers and partners who are familiar with working in the Microsoft Excel environment and need to analyze data and create reports and templates using Xcelerator and Xcelerator Web. Through a series of slides and hands-on exercises, participants will create custom cube views of data, use aliases and subsets in dimensions, enter and spread data, and work with spreadsheets.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your business requirements
      • Experience using the Window operating system and a Web browser

      Topics

        Customize Cube Views

        • Understand the solution a model represents
        • View cube data from different perspectives
        • Use aliases to display alternate element names
        • Filter subsets to view only specific elements
        • Differentiate between status & dynamic subsets
        • Add user-defined consolidations in subsets

        Enter and Spread Data

        • Store private data in sandboxes
        • Edit individual cells
        • Spread data to multiple cells at once
        • Exclude cells from being adjusted
        • Enter data quickly using shortcuts

        Work with Spreadsheets

        • Differentiate between a slice and a snapshot
        • Manage TM1 data through Microsoft Excel
        • Use TM1 worksheet functions
        • Create reports in Microsoft Excel and PDF formats

        Create Dynamic Reports with Active Forms

        • Create interactive reports and data input templates using Active Forms
        • Customize Active Forms using TM1 Functions
        • Apply formatting to Active Forms
        • Add Action buttons to enhance functionality

        Explore Data and Edit Subsets in TM1 Web

        • Create a new cube view
        • Work with a TM1 cube view on the Web
        • Build simple and complex subsets in TM1 Web
        • Create a new server and organize the model
  • IBM Cognos Express: Work with Planner Applications (V10.1) - SPVCOpen or Close

    Description

    • IBM Cognos Express: Work with Planner Applications (V10.1) is a one-day, self-paced training course for customers and partners who want to learn how to contribute to their planning process using a solution that keeps pace with the changing business conditions. You will learn how to contribute to your planning with accurate data using what-if analysis. You will learn how to lend a managed workflow with personal analysis for improved business planning agility.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your business requirements
      • Experience using the Window operating system and a Web browser

      Topics

        Work with Planning Applications

        • Explain the different application types and connection modes
        • Access an IBM Cognos TM1 application
        • Identify the user roles and workflow states
        • Enter data using shortcuts and spreading
        • Submit and reject data
        • Reorganize the grid

        End-to-End Workshops

        • Import data into IBM Cognos Insight
        • Analyze the data
        • Add a new measure and calculate data
        • Create a plan based on your analysis
        • Enhance the appearance of the plan
        • Publish the plan to IBM Cognos TM1 Applications
        • Enter and submit data into part of the plan
        • Examine plan data using IBM Cognos TM1 Web

        Enter Data

        • Store private data in sandboxes
  • IBM Cognos Express: Essentials for Reporter (V10.1) - SPVCOpen or Close

    Description

    • IBM Cognos Express: Essentials for Reporter (V10.1) is a five-day Self Paced Virtual Classroom (SPVC) course that provides you with knowledge on how to get started building self-service and professional reports using IBM Cognos Express Reporter. Fundamental topics on report authoring, multi-dimensional authoring, and metadata modeling are covered.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your business requirements
      • Experience using the Windows operating system and a Web browser
      • Completion of IBM Cognos Express (V10.1) Overview

      Topics

        Overview of IBM Cognos BI  

        • Describe IBM Cognos BI components

        Identify Common Data Structures

        • Identify different data traps
        • Examine OLAP data sources

        Create a Baseline Project

        • Define a project and its structure

        Prepare Reusable Metadata

        • Verify relationships and query item properties

        Model for Predictable Results: Identify Reporting Issues

        • Use tools to analyze the model

        Model for Predictable Results: Virtual Star Schemas

        • Identify the advantages of modeling metadata as a star schema
        • Model in layers

        Create Calculations and Filters

        • Use calculations to create commonly-needed query items for authors
        • Use macros and parameters in calculations and filters to dynamically control the data returned

        Implement a Time Dimension

        • Make time-based queries simple to author by implementing a time dimension

        Specify Determinants

        • Use determinants to specify multiple levels of granularity and prevent double-counting

        Create Analysis Objects

        • Apply dimensional information to relational metadata to enable OLAP-style queries

        Set Security in Framework Manager

        • Restrict access to objects in the model

        Introduction to Reporting Application

        • Create a simple, sorted, and formatted report

        Create List Reports

        • Group, format, and sort list reports
        • Create a multi-fact query

        Focus Reports Using Filters

        • Create filters to narrow the focus of reports
        • Examine detail and summary filters

        Create Crosstab Reports

        • Format and sort crosstab reports

        Present Data Graphically

        • Create charts containing peer and nested items

        Focus Reports Using Prompts

        • Identify various prompt types
        • Use parameters and prompts to focus data

        Extend Reports Using Calculations

        • Add run-time information to the reports
        • Create expressions using functions

        Customize Reports with Conditional Formatting

        • Create multi-lingual reports
        • Highlight exceptional data

        Drill-Through From One Report to Another

        • Pass parameter values to filter the data in drill-through targets

        Introduction to IBM Cognos Active Report

        • Examine an active report and its controls
        • Convert an existing report to an active report

        Filter and Select in Active Reports

        • Distinguish between filter and select

        Active Reports with Support for Mobile for iPad

        • Identify how to use controls to capitalize on the functionality of mobile devices

        Introduction to Dimensional Data in Reports

        • Define and use members in reports
        • Define and use sets in reports

        Dimensional Report Context

        • Understand current members, root members and default members
        • Understand current measures and default measures

        Focus Your Dimensional Data

        • Compare relational and dimensional queries
        • Identify dimensional style filtering techniques

        Calculations and Dimensional Functions

        • Create totals and aggregates
        • Combine functions for complex calculations
  • IBM Cognos TM1 - Design and Develop Models in Performance Modeler (V10.2) - SPVCOpen or Close

    Description

    • This is the self paced training version of IBM Cognos TM1: Design and Develop Models in Performance Modeler (V10.2) classroom course. IBM Cognos TM1: Design and Develop Models in Performance Modeler (V10.2) is an intermediate self paced course that will teach modelers how to build a complete model in TM1. Through a series of lectures and hands-on exercises, you will learn how to create and customize dimensions and cubes, import and link data, and build and maintain applications.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of OLAP and TM1
      • Significant experience with Excel spreadsheets (functions, macros, etc.)
      • Understanding of the metrics and drivers of your business

      Topics

        Overview of IBM Cognos TM1

        • Review financial performance management
        • Identify the TM1 position in a performance management system
        • Describe the IBM Cognos TM1 components and architecture
        • Explore IBM Cognos TM1 applications
        • Explore the IBM Cognos TM1 environment
        • Manage and organize a model

        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

        Create and Customize Cubes

        • Construct a new cube
        • Discuss cube properties
        • Edit a cube structure
        • Review and use a pick list
        • Create cube calculations

        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

        Share Data Across Cubes with Links

        • Discuss and list types of links
        • Create and modify links
        • Review rule- and process-based links

        Complete the Income Statement Model

        • Discuss the model development process
        • Complete objects for the model
        • Review tools to aid in model development

        Create Applications

        • Explain the application types
        • Access an IBM Cognos TM1 application
        • Create a new application
        • Set the available clients
        • Apply security in the application
        • Activate and de-activate an application

        Additional Modeling Techniques

        • Create dynamic subsets
        • Use dimension functions
        • Implement business logic
        • Improve cube performance
        • Use TM1 utilities

        Convert Currencies

        • Discuss currency challenges
        • Review control cubes
        • Create rules for currency conversion
        • Use TM1 techniques to reduce maintenance

        Model Data with Architect

        • Describe IBM Cognos TM1 Architect
        • Record MDX queries
        • Customize drill-through paths

        Model for Different Fiscal Requirements

        • Discuss time considerations
        • Use discrete time dimensions
        • Implement a continuous time dimension model

        Contribute to Planning Applications (Optional)

        Integrate with IBM Cognos BI (Optional)

        Administer IBM Cognos Insight (Optional)

        Additional Workshop (Optional)

        Optimize and Tune Models (Optional)

        Identify Common Data Structures (Optional)

        Customize Business Rules (Optional)

        Optimize Rule Performance (Optional)

  • IBM Cognos TM1: Administer the Technical Environment (V10.2) - SPVCOpen or Close

    Description

    • This is the self paced training version of IBM Cognos TM1: Administer the Technical Environment (V10.2) classroom course. IBM Cognos TM1: Administer the Technical Environment (V10.2) is a two-day self-paced course that combines lecture material and interactive practice in installing and administering the Cognos TM1 environment. The course outlines how the architecture can be customized to fit into various infrastructures. You will learn how to install and configure Cognos TM1, monitor system performance, and secure Cognos TM1 applications.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of OLAP and TM1
      • Basic knowledge of networking
      • IBM Cognos TM1: Interact with Data (V10.2) (Recommended)

      Topics

        Cognos TM1 Architecture

        • Describe the IBM Cognos performance management (PM) system and Cognos TM1's role in PM
        • Identify the components of the Cognos TM1 architecture

        Cognos TM1 Installation and Configuration

        • Install Cognos TM1 components
        • Configure Cognos TM1 components

        Administer Cognos TM1 Servers with the Cognos TM1 Operations Console

        • Add your Cognos TM1 admin server and Cognos TM1 server to the Cognos TM1 Operations Console
        • Check the health status of the servers
        • Filter the statuses shown
        • Dynamically monitor Cognos TM1 server threads

        Monitor Server Performance

        • Use Cognos TM1 log files
        • Monitor performance with control cubes
        • Monitor Cognos TM1 server performance in real time

        Manage the Server

        • Broadcast messages to clients
        • Connect and disconnect users from a Cognos TM1 server
        • Shut down a remote Cognos TM1 server
        • Use the command line utility to execute operations

        Implement Cognos TM1 Security

        • Identify Cognos TM1 authentication options
        • Create users and groups
        • Assign object security rights to groups
        • Use rules to maintain security rights

        Maintain Applications

        • Identify migration approaches
        • Document objects in the CognosTM1 application
        • Manage the application metadata
        • Transfer data in Cognos TM1 Performance Modeler
        • Identify backup approaches
        • Create processes to back up data
        • Plan for backup and recovery of CognosTM1 applications

        A: Use the IBM Cognos TM1 Package Connector (Optional)

        • Install the Cognos TM1 package connector
        • Import dimensions and a cube from a Cognos package

        B: Customize Business Rules (Optional)

        • Describe a rule
        • Review automatically generated rules
        • Describe and re-order rule blocks
        • Disable and enable auto-generated rules
        • Review manual rules

        C. Replicate and Synchronize Servers (Optional)

        • Describe the replication process
        • Identify replication relationships
        • Identify possible server configurations
        • Replicate cubes
        • Remove cube replications
        • Synchronize replications

        D: Disaster Recovery Plan Template (Optional)

        • Complete a disaster recovery plan
  • IBM Cognos TM1 Analyze and Share Data (V10.2) - SPVCOpen or Close

    Description

    • This is the self paced training version of IBM Cognos TM1: Analyze and Share Data (V10.2) classroom course. IBM Cognos TM1: Analyze and Share Data (V10.2) is a three-day self paced course designed to teach analysts how to use TM1 to analyze data to discover trends and exceptions, create and customize reports and templates, and contribute to plans. Through a series of lectures and hands-on exercises, participants will learn how to create analyses and enter data in Microsoft Excel and on the Web, create custom views of the data, and build reports and forms in Microsoft Excel that communicate with TM1.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

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

      Topics

        Examine TM1 Components

        • Review performance management
        • Understand how TM1 enables performance management
        • Identify the TM1 user community
        • Describe the components of TM1

        Customize Cube Views in IBM Cognos TM1

        • Understand the solution a model represents
        • View cube data from difference perspectives
        • Use aliases to display alternate element names
        • Filter subsets to view only specific elements
        • Differentiate between static and dynamic subsets
        • Add user-defined consolidations in subsets

        Enter and Spread Data

        • Edit individual cells
        • Store private data in sandboxes
        • Spread data to multiple cells at once
        • Exclude cells from being adjusted
        • Enter data quickly using shortcuts

        Analyze Data using IBM Cognos Analysis for Microsoft Excel

        • Connect to TM1 from within Microsoft Excel
        • Explore and analyze a TM1 cube
        • Build complex reports showing multiple cubes and views
        • Change data and commit it back to TM1

        Analyze Data using IBM Cognos TM1 Perspectives

        • Use slices and snapshots to export TM1 data to Microsoft Excel
        • Retrieve and send data to TM1 using TM1 worksheet functions
        • Create reports in Microsoft Excel and PDF formats

        Create Dynamic Reports with Active Forms

        • Create interactive reports and data input templates using Active Forms
        • Customize Active Forms using TM1 Functions
        • Apply formatting to Active Forms
        • Add Action buttons to enhance functionality

        Contribute to Plans using TM1 Applications

        • Explain the different application types and connection modes
        • Identify application user roles and workflow states
        • Enter data using shortcuts and spreading
        • Submit and reject data
        • Populate an application with external data by using IBM Cognos Insight

        Analyze and Enter Data in IBM Cognos Insight

        • Describe the uses of IBM Cognos Insight
        • Import data into a workspace
        • Explore and restructure data
        • Add calculations and highlight exceptions
        • Design a compelling workspace

        Explore Data and Edit Subsets in TM1 Web

        • Work with a TM1 cube view on the Web
        • Build simple and complex subsets in TM1 Web

        Organize and Distribute Content (Optional)

        Workshop (Optional)

  • IBM Cognos TM1: What's New (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos TM1: What's New (V10.2) is a one-day course that combines lecture material and hands-on practice in using new features in TM1 Version 10.2. The course outlines basic usage of the new features for analysis, modeling, and administration. Students will explore a scorecarding solution, identify new features in TM1 applications and Performance Modeler, look at enhancements to the Operations Console utility, learn how to examine data and build complex reports using the new IBM Cognos Analysis for Microsoft Excel client, identify improvements to IBM Cognos Insight, and examine additional new features in TM1.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic knowledge of OLAP
      • Basic knowledge of previous editions of TM1

      Topics

        Scorecarding with IBM Cognos TM1

        • Explain the purpose of scorecarding
        • Identify TM1 components and objects used for scorecarding
        • Explain the process of creating a scorecarding solution in TM1

        Enhancements to IBM Cognos TM1 Applications

        • Use contributor and reviewer views in TM1 applications
        • Reuse approval hierarchies across TM1 applications
        • Use the application maintenance utility
        • Identify other enhancements to TM1 applications

        Enhancements to IBM Cognos TM1 Performance Modeler

        • Create cube calculations
        • Report on a TM1 model
        • Show data flow in a TM1 model
        • Drill through to more detail in a TM1 model
        • Describe other enhancements to Performance Modeler

        Enhancements to IBM Cognos TM1 Operations Console

        • Work with version 10.2 of IBM Cognos TM1 Operations Console
        • Identify new features in IBM Cognos TM1 Operations Console

        Using IBM Cognos TM1 with IBM Cognos Analysis for Microsoft Excel

        • Connect to TM1 from within Microsoft Excel
        • Explore and analyze a TM1 cube
        • Build complex reports showing multiple cubes and views
        • Change data and commit it back to TM1

        Enhancements to IBM Cognos Insight

        • Identify new features in IBM Cognos Insight

        Other Enhancements to IBM Cognos TM1

        • Identify other new features in IBM Cognos TM1 10.2
  • IBM Cognos TM1: Create Scorecards (V10.2) - SPVCOpen or Close

    Description

    • This is the self paced training version of IBM Cognos TM1: Create Scorecards classroom course. IBM Cognos TM1: Create Scorecards is a one-day self paced course that teaches scorecard developers how to create scorecarding solutions in TM1. Through a series of lectures and hands-on exercises, participants will learn how to create all of the necessary scorecarding objects such as metrics cubes, diagrams, and maps, deploy the solution to the Web for end-user consumption, and create an engaging dashboard presentation for the solution.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

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

      Topics

        Introduction to Scorecarding in IBM Cognos TM1

        • Explain the purpose of scorecarding
        • Identify TM1 components and objects used for scorecarding
        • Explain the process of creating a scorecarding solution in TM1

        Create a Metrics Cube

        • Create a new TM1 server
        • Create dimensions manually or by importing
        • Create and populate a metrics cube

        Visualize Relationships using Diagrams and Maps

        • Edit an impact diagram
        • Create a strategy map
        • Create a custom diagram

        Make Scorecards Available

        • Create and deploy a scorecarding application
        • Apply security to a scorecarding application

        Create Dashboards

        • Create a dashboard layout for a scorecarding application
        • Publish the layout to make it available to users

        Link Cubes Together

        • Create links to share data between cubes
        • Enable drill-through so users can view detailed data linked in from source cubes
  • Essentials for IBM Cognos BI Supplement for Metadata Modelers (10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of "Essentials for IBM Cognos BI: Supplement for Metadata Modelers (V10.1)" classroom course. Essentials for IBM Cognos BI: Supplement for Metadata Modelers (V10.1) is an advanced, 2 day self-paced training course. It is designed to provide participants with introductory to advanced knowledge of metadata modeling concepts, and how to model metadata for predictable reporting and analysis results using Framework Manager. Participants will learn the full scope of the metadata modeling process, from initial project creation, to publishing of metadata to the Web, enabling end users to easily author reports and analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Essentials for IBM Cognos BI (V10.1) (B5170)
      • knowledge of common industry standard data structures and design
      • experience with SQL
      • experience gathering requirements and analyzing data

      Topics

        Work with Different Query Subject Types

        • Identify key differences and make recommendations for using data source, model, and stored procedure query subjects
        • Identify the effects on generated SQL when modifying query subjects, SQL settings and relationships

        Set Security in Framework Manager

        • Examine the IBM Cognos security environment
        • Restrict access to packages
        • Create and apply security filters
        • Restrict access to objects in the model

        Manage MUNs in Framework Manager

        • Describe model types and data entities
        • Define members and member unique names
        • Identify changes that impact a MUN

        Model for Drill Through in Framework Manager

        • Describe model types and data entities
        • Define members and member unique names
        • Identify changes that impact a MUN

        Advanced Generated SQL Concepts and Complex Queries

        • Governors that affect SQL generation
        • Stitch query SQL
        • Conformed and non-conformed dimensions in generated SQL
        • Multi-fact/multi-grain stitch query SQL
        • Variances in Report Studio generated SQL
        • Dimensionally modeled relational SQL generation
        • Cross join SQL
        • Various results sets for multi-fact queries

        Use Advanced Parameterization Techniques in Framework Manager

        • identify session and model parameters
        • leverage session, model, and custom parameters
        • create prompt macros
        • leverage macro functions associated with security environment

        Model Maintenance and Extensibility

        • Perform basic maintenance and management on a model
        • Remap metadata to another source
        • Import and link a second data source
        • Run scripts to automate or update a model
        • View lineage
        • Create a model report

        Optimize and Tune Framework Manager Models

        • Identify and implement techniques to optimize and tune your Framework Manager models

        Work in a Multi-Modeler Environment

        • Implement repository control
        • Segment and link a project
        • Branch a project and merge results

        Manage OLAP Data Sources

        • Connect to an OLAP data source (cube) in a Framework Manager project
        • Publish an OLAP model
        • Publish a model with multiple OLAP data sources
        • Publish a model with an OLAP data source and a relational data source

        Manage Framework Manager Packages

        • Specify package languages and function sets
        • Control model versioning
        • Nest packages

        Employ Additional Framework Manager Modeling Techniques

        • Leverage a user defined function
        • Set the order of operations in a model calculation
        • Externalize query subjects
        • Prepare IBM Cognos content for use as a data source in Transformer
        • Create query sets

        Model Multilingual Metadata

        • Customize metadata for a multilingual audience

        Access Additional Resources

  • IBM Cognos BI Overview (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of "IBM Cognos BI Overview (V10.1)" classroom course. IBM Cognos BI Overview (V10.1) is a one-day, self-paced course that provides participants with a high level overview of the IBM Cognos BI suite of products. Through hands-on experience, participants will be introduced to the elements of IBM Cognos BI and the underlying architecture. They will examine each BI component and understand the comprehensive corporate performance management solution. Participants will use a range of resources to provide additional information on each product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • An understanding of your organization's business intelligence process and reporting needs
      • Experience using the Windows operating system
      • Experience using a web browser

      Topics

        IBM Cognos Business Intelligence

        • Describe IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM)
        • Describe IBM Cognos BI components
        • Describe IBM Cognos architecture at a high level
        • Define IBM Cognos groups and roles
        • Explain how to extend IBM Cognos BI

        Consume Content in IBM Cognos BI

        • Identify the advantages of using IBM Cognos Connection
        • Schedule and manage reports
        • Personalize and organize content

        Create Reports in IBM Cognos BI

        • Create ad hoc queries in Query Studio
        • Create reports in Report Studio
        • Analyze data using Analysis Studio
        • Work with IBM Cognos Business Insight Advanced

        Create Dashboards in IBM Cognos BI

        • Describe IBM Cognos Business Insight
        • Explore navigation and general functionality
        • Create a dashboard from existing content
        • Modify an existing dashboard
        • Collaborate on a dashboard

        Create Metadata Models in IBM Cognos BI

        • Define Framework Manager and its purpose
        • Describe the Framework Manager environment
        • Describe Transformer capabilities and its role in IBM Cognos BI
        • Describe Transformer components

        Extend IBM Cognos BI

        • Describe IBM Cognos Mobile
        • Explain IBM Cognos for Microsoft Office
        • Describe IBM Cognos Event Studio
        • Explain IBM Cognos Metric Studio
  • IBM Cognos BI What's New (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of "IBM Cognos BI What's New (V10.1)" classroom course. IBM Cognos BI What's New (V10.1) is a two-day self paced course that provides participants with knowledge of new features offered in IBM Cognos BI (V10.1). Through hands-on experience, participants will discover the high-value benefits of this release, including a simplified, more engaging business user experience, a richer, self-service reporting and analysis environment, workflow and collaboration, and easy application administration and life cycle.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Experience with using IBM Cognos 8 BI
      • Knowledge of your business requirements

      Topics

        Introduction to IBM Cognos Business Insight

        • Identify IBM Cognos Business Insight and its benefits
        • Navigate and identify general functionality
        • Create a dashboard from existing content
        • Sort, filter, group/ungroup, calculate data
        • Search content
        • Access IBM Cognos Business Insight Advanced to modify a report
        • Invoke collaborative discussion

        Collaboration with Activities

        • Start a dashboard activity in IBM Cognos Business Insight
        • View dashboard activities in IBM Cognos Business Insight
        • Collaborate beyond the dashboard environment

        Introduction to IBM Cognos Business Insight Advanced

        • Navigate the user interface
        • Perform authoring, including, ad-hoc query, data analysis, exploration, and importing external data
        • Format data and layout
        • Integrate with capabilities in Report Studio

        Report Studio Enhancements

        • Identify and work with new features in Report Studio, including:
        • improvements in report creation capabilities
        • the new Active Report report type

        Introduction to IBM Cognos Statistics

        • What is IBM Cognos Statistics?
        • Architecture of IBM Cognos Statistics
        • Data sources used in IBM Cognos Statistics
        • Use of the case variable in statistical objects

        Enhanced Event Management

        • Collaborate on a multi-task scenario
        • Automate the interaction of people around a process or a list of work, including notifications, approvals, escalations and status tracking
        • Provide the interface to link people to processes and information events

        Extended System Management

        • Identify enhancements in:
          • monitoring
          • scheduling
          • credential management
          • identifying the relationship between packages and their data sources

        Model Design Accelerator

        • What is Model Design Accelerator?
        • Create a star schema using Model Design Accelerator
        • Generate a model and publish a package

        Other Product and Environment Improvements

        • Dynamic Query Mode (DQM)
        • Improvements in data lineage
        • Enhancements to/for:
        • SAP BW data sources
        • IBM Cognos Real Time Monitoring (RTM)
        • IBM Cognos for Microsoft Office
        • IBM Cognos Analysis for Microsoft Excel
        • IBM Cognos Mobile
        • Business Viewpoint
        • Data Manager
        • upgrade process
        • Support for multi-version coexistence
  • IBM Cognos BI Administration Architecture and Logging (V10.1.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos BI Administration: Architecture and Logging (V10.1.1)'' classroom course. IBM Cognos BI Administration: Architecture and Logging (V10.1.1) is a two-day self-paced training course that teaches participants how to identify components and sub-components of the IBM Cognos BI architecture and how to use tools and techniques to provide a foundation to troubleshoot issues. Participants will learn to identify IBM Cognos BI components, examine how these components interact with Java, and will explore logging to assist when troubleshooting issues.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should:

      • complete IBM Cognos BI Administration (V10.1) course or
      • have equivalent experience administering the IBM Cognos BI environment

      Topics

        Architecture Overview

        • Introduction and Service-Oriented Architecture
          • definition of components
          • Service-Oriented Architecture in IBM Cognos
        • Explore the IBM Cognos Dispatcher
          • describe IBM Cognos Dispatcher
          • describe request routing
          • describe the routing process
          • describe Content Manager Cache Service
        • Examine IBM Cognos Services
          • identify IBM Cognos Services
          • review collaboration functionality
          • overview of some architecture changes in IBM Cognos 10
        • Explore Java Memory Management
          • overview of Java
          • manage Java memory
          • explain tools to monitor Java

        Logging

        • Examine Audit Logging and Indication Processing Facility Logging
          • overview of installation logs and configuration logs
          • explore audit logging
          • explore IPF logging
        • Perform Dye Tracing
          • determine requirements
          • perform dye tracing
        • Explore Dynamic Query Mode
          • explain Dynamic Query Mode (DQM)
          • explain Dynamic Query Analyzer (DQA)
        • Explore Component Logging
          • explore component logging for Gateway, Dispatcher, Report Server, and Universal Data Access layer
        • Examine Additional Tools and Special Task Logging
          • examine diagnostic tools and utilities for special task logging
  • IBM Cognos BI Manage Projects (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos BI: Manage Projects (V10.1)'' classroom course.IBM Cognos BI: Manage Projects (V10.1) is a two-day, self paced course that provides you with essential knowledge to ensure the success of their Cognos 10 BI implementation. You will be introduced to the IBM Cognos Solutions Implementation Methodology (IBM CSIM), the elements of IBM Cognos 10 BI, and the underlying architecture. You will examine the process of creating an IBM Cognos 10 BI solution, and discuss how IBM Cognos 10 BI relates to the other parts of IBM Cognos 10, and review how the IBM Cognos 10 implementation methodology complements top Project Management methodologies. You will be shown a range of resources to help them successfully manage their implementations.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of Performance Management (PM) concepts
      • An understanding of your organization's business intelligence process and reporting needs.
      • Experience using the Windows operating system
      • Experience using a Web browser
      • Basic knowledge of IBM Cognos 10 BI and IBM Cognos Connection (recommended)

      Topics

        Introduction to Essentials for Managing BI Projects

        • Limitations with traditional reporting
        • The evolution of the BI market
        • The need for a BI enterprise solution
        • Success criteria for a BI enterprise solution
        • The appropriate approach for implementing a BI project
        • The IBM Cognos Solutions Implementation Methodology (IBM Cognos SIM)
        • The value of knowing business unit perspectives
        • Project roles and responsibilities
        • The importance of training

        Analyze Data Requirements

        • How do organizations think dimensionally about their data
        • Dimensions, facts, and granularity
        • The function of Key Performance Indicators (KPIs) in a business and with scorecards and other BI components
        • Common data sources, data architecture designs, and industry terminology
        • Dimensional modeling and conformed dimensions

        Analyze User Requirements

        • Identify how to establish project goals and requirements
        • Use the interview process as a means to determine business and data requirements of users
        • Create a dimension map from KPIs
        • Discuss how to choose a business area to prototype
        • Enrich the basic dimension map

        Analyze Reporting and Infrastructure Requirements

        • What is the difference between Reporting, Querying, Analysis, Scorecarding, and Event Management
        • How does the 'Analyze then Query' approach provide the BI solution for an enterprise
        • Identify different categories of users
        • Identify the appropriate IBM Cognos product to meet requirements
        • Examine IBM Cognos 10 BI architecture and security

        Design, Build, Deploy, and Operate

        • Considerations for designing and building BI applications
        • Testing and deploying BI applications
        • Operating and maintaining BI applications
        • Integrate BI with TM1
  • IBM Cognos Framework Manager Design Metadata Models (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of classroom course ''IBM Cognos Framework Manager: Design Metadata Models (V10.1)''. IBM Cognos Framework Manager: Design Metadata Models (V10.1) is a five-day, self paced course that provides you with introductory to advanced knowledge of metadata modeling concepts, and how to model metadata for predictable reporting and analysis results using Framework Manager. You will learn the full scope of the metadata modeling process, from initial project creation, to publishing of metadata to the Web, enabling end users to easily author reports and analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of common industry standard data structures and design
      • Experience with SQL
      • Experience gathering requirements and analyzing data

      Topics

        Overview of IBM Cognos

        • Discuss IBM Cognos and Performance Management
        • Describe IBM Cognos components
        • Describe IBM Cognos architecture at a high level
        • Define IBM Cognos groups and roles
        • Explain how to extend IBM Cognos

        Identify Common Data Structures

        • Examine the characteristics of operational databases and databases designed for reporting
        • Examine relationships and cardinality
        • Identify different data traps
        • Examine OLAP data sources

        Gather Requirements

        • Examine key modeling recommendations
        • Define reporting requirements
        • Explore data sources to identify data access strategies

        Create a Baseline Project

        • Examine the IBM Cognos BI and Framework Manager workflow processes
        • Define a project and its structure
        • Describe the Framework Manager environment
        • Create a baseline project
        • Enhance the model with additional metadata

        Prepare Reusable Metadata

        • Verify relationships and query item properties
        • Ensure efficient filters by configuring prompt properties

        Model for Predictable Results: Identify Reporting Issues

        • Describe multi-fact queries and when full outer joins are appropriate
        • Describe how IBM Cognos BI uses cardinality
        • Identify reporting traps
        • Use tools to analyze the model

        Model for Predictable Results: Virtual Star Schemas

        • Identify the advantages of modeling metadata as a star schema
        • Model in layers
        • Create aliases to avoid ambiguous joins
        • Merge query subjects to create as view behavior

        Model for Predictable Results: Consolidate Metadata

        • Create virtual facts to simplify writing queries
        • Create virtual dimensions to resolve fact-to-fact joins
        • Create a consolidated modeling layer for presentation purposes
        • Consolidate snowflake dimensions with model query subjects
        • Simplify facts by hiding unnecessary codes

        Calculations and Filters

        • Use calculations to create commonly-needed query items for authors
        • Use static filters to reduce the data returned
        • Use macros and parameters in calculations and filters to dynamically control the data returned

        Implement a Time Dimension

        • Make time-based queries simple to author by implementing a time dimension
        • Resolve confusion caused by multiple relationships between a time dimension and another table

        Specify Determinants

        • Use determinants to specify multiple levels of granularity and prevent double-counting

        Create the Presentation View

        • Identify the dimensions associated with a fact table
        • Identify conformed vs. non-conformed dimensions
        • Create star schema groupings to provide authors with logical groupings of query subjects

        Work with Different Query Subject Types

        • Identify key differences and recommendations for using data source, model, and stored procedure query subjects
        • Identify the effects on generated SQL when modifying query subjects, SQL settings and relationships

        Set Security in Framework Manager

        • Examine the IBM Cognos BI security environment
        • Restrict access to packages
        • Create and apply security filters
        • Restrict access to objects in the model

        Create Analysis Objects

        • Apply dimensional information to relational Metadata to enable OLAP-style queries
        • Sort members for presentation and predictability

        Manage MUNs in Framework Manager

        • Describe model types and data entities
        • Define members and member unique names
        • Identify changes that impact a MUN

        Model for Drill Through in Framework Manager

        • Identify conformed values between data sources
        • Define a report drill through
        • Define a package-based drill through
        • Identify drill-through values

        Advanced Generated SQL Concepts and Complex Queries

        • Governors that affect SQL generation
        • Stitch query SQL
        • Conformed and non-conformed dimensions in generated SQL
        • Multi-fact/multi-grain stitch query SQL
        • Variances in Report Studio generated SQL
        • Dimensionally modeled relational SQL generation
        • Cross join SQL
        • Various results sets for multi-fact queries

        Use Advanced Parameterization Techniques in Framework Manger

        • Identify session and model parameters
        • Leverage session, model, and custom parameters
        • Create prompt macros
        • Leverage macro functions associated with security

        Model Maintenance and Extensibility

        • Perform basic maintenance and management on a model
        • Remap metadata to another source
        • Import and link a second data source
        • Run scripts to automate or update a model
        • View lineage
        • Create a model report

        Optimize and Tune Framework Manager Models

        • Identify and implement techniques to optimize and tune your Framework Manager models

        Work in a Multi-Modeler Environment

        • Implement repository control
        • Segment and link a project
        • Branch a project and merge results

        Manage OLAP Data Sources

        • Connect to an OLAP data source (cube) in a Framework Manager project
        • Publish an OLAP model
        • Publish a model with multiple OLAP data sources
        • Publish a model with an OLAP data source and a relational data source

        Manage Framework Manager Packages

        • Specify package languages and function sets
        • Control model versioning
        • Nest packages
  • IBM Cognos BI Administration (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos BI Administration (V10.1)'' classroom course. IBM Cognos BI Administration (V10.1) is a self paced course that is designed to allow new administrators to learn the fundamental tasks of administering servers and content in IBM Cognos BI. Through a combination of information and hands-on exercises, students will install and configure the IBM Cognos BI software, implement security, and manage the server components. Students will also monitor and schedule tasks, create data sources, manage and deploy content, manage report content in IBM Cognos Connection, and configure IBM Cognos for Microsoft Office.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of Web application server architectures
      • Security systems administration
      • Experience using the Windows operating system
      • Experience using a Web browser
      • Knowledge of your business requirements

      Topics

        Overview of IBM Cognos BI

        • Discuss IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM)
        • Describe IBM Cognos BI components
        • Describe IBM Cognos architecture at a high level
        • Define IBM Cognos groups and roles
        • Explain how to extend IBM Cognos BI

        Introduction to IBM Cognos BI Administration

        • Describe the role of the Administrator in relation to the IBM Cognos BI administration workflow process.
        • Describe the role of IBM Cognos Administration and IBM Cognos Configuration user interface components

        Identify IBM Cognos BI Architecture

        • Identify features of the IBM Cognos BI architecture
        • Examine Cognos BI servlets and services
        • Identify an example of Cognos BI request processing
        • Performance planning and installation options and configurations
        • Examine the Cognos Application Firewall
        • Perform a distributed installation and configuration of IBM Cognos BI on a single machine

        Secure the IBM Cognos BI Environment

        • Identify the IBM Cognos BI security model
        • Define authentication and authorization in IBM Cognos BI.
        • Identify security policies
        • Secure administrative capabilities (access to functionality)
        • Specify security settings after installation.
        • Implement security in IBM Cognos Framework Manager and IBM Cognos Transformer

        Administer the IBM Cognos BI Server Environment

        • Overview of administrative tasks that can be performed in IBM Cognos Administration
        • Monitor system metrics
        • Manage dispatchers and services
        • Tune server performance
        • Audit IBM Cognos BI
        • Identify issues while troubleshooting the server environment
        • Formulate the IBM Cognos BI backup strategy

        Manage Run Activities

        • Manage current, past, and upcoming run activities
        • Manage schedules

        Manage Content in IBM Cognos Administration

        • Add and manage a data source
        • Distribute data and create a distribution list and contacts
        • Deploy IBM Cognos BI content
        • Maintain the IBM Cognos BI content store
        • Customize the appearance of IBM Cognos BI

        IBM Cognos BI for Consumers

        • Identify where Consumers access IBM Cognos BI content
        • Use published reports
        • Drill through to related data
        • Run reports with options
        • Add Comments in saved output
        • Personalize how content appears
        • Manage human tasks
        • Set alerts and watch rules

        Drill-Through Definitions

        • Enable users to navigate to related data in IBM Cognos BI
        • Parameter-driven drill through vs. dynamic drill through
        • Steps to enable drill-through access for a package
        • Limit the items that users can drill through from (set scope)
        • Set a measure as the scope
        • Drill Through Assistant

        Additional Configuration and Customization of the Environment

        • Manage user profiles
        • Add objects to the toolbox tab
        • Create a custom template option
        • Manage packages in IBM Cognos Connection

        End-to-end Workshop

        • Create roles
        • Add members and define access permissions
        • Set capabilities
        • Create folders
        • Define access to entries
        • Create an export
        • Create an import

        IBM Cognos Map Manager (Optional)

        • configure IBM Cognos Map Manager
        • create reports that leverage maps from IBM Cognos Map Manager
  • IBM Cognos Metric Studio Design Scorecards (V10.1 10.2) - SPVCOpen or Close

    Description

    • This is the self paced training version of the ''IBM Cognos Metric Studio: Design Scorecards (V10.1/10.2)'' classroom course. IBM Cognos Metric Studio: Design Scorecards (V10.1/10.2) is a three-day, instructor-led course in which students will learn how to plan, create, set up, and maintain scorecard applications using IBM Cognos Metric Studio. Students will load data from supported data sources using IBM Cognos Metric Designer, and learn alternative data loading methods such as flat files and SQL scripts. Students will also learn how to secure objects within the scorecard application, as well as the application itself
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of Performance Management (PM) concepts
      • Knowledge of scorecarding methodologies and applications
      • Knowledge of your business requirements
      • Experience using the Windows operating system
      • Experience using a Web browser
      • Basic knowledge of IBM Cognos BI and IBM Cognos Connection
      • Basic knowledge of RDBMS (e.g. SQL Server)

      Topics

        Overview of IBM Cognos BI

        • Discuss IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM)
        • Describe IBM Cognos BI components
        • Describe IBM Cognos architecture at a high level
        • Define IBM Cognos groups and roles
        • Explain how to extend IBM Cognos BI

        Overview of IBM Cognos BI Metric Studio

        • Identify scorecarding methodologies
        • Explain how to identify and map requirements
        • Explain the Metric Studio architecture and potential data sources
        • Describe how to enhance the Metric Studio application
        • Identify how security is implemented in Metric Studio

        Define the Application Environment

        • Create a Metric Studio application
        • Define a data source connection to the metric store
        • Define the scorecard structure by creating scorecards, metric types, qualifiers, and metrics
        • Identify ways in which metric status is calculated
        • Examine application administration tasks and scheduling

        Overview of Loading and Calculating Data

        • Examine the data loading architecture
        • Identify potential data sources
        • Examine data management processes
        • Identify how data is staged prior to being loaded into the metric store
        • Examine scores and trends

        Load Data using IBM Cognos BI Metric Designer

        • Examine Metric Designer
        • Configure Metric Designer to create extracts
        • Create objects extracts
        • Create metrics extracts from different source types
        • Publish extracts and load data into the metric store
        • Import metrics/scorecards from Metric Designer

        Load Data using Alternative Methods

        • Load data from flat files
        • Load data from a relational database
        • Describe how to load data from IBM Cognos Planning

        Manually Create Metrics and Calculate Data

        • Describe the types of calculated metrics
        • Create a derived metric
        • Create a derived index metric type
        • Create a formula-based calculated metric

        Refine the Scorecard Application

        • Organize metrics by strategy
        • Track long-term goals using projects
        • View performance graphically using diagrams
        • Use Metric Studio data in a IBM Cognos BI report
        • Use Metric Studio default analysis reports
        • Add Metric Studio content to the portal

        Set Application- and Object-Level Security

        • Identify authentication and authorization
        • Identify groups and roles
        • Use pre-defined IBM Cognos BI roles
        • Secure Metric Studio application and objects

        Modify Default Environment Properties

        • Modify default business calendar settings
        • Modify default display settings
        • Set status indicator properties
        • Modify the appearance of metric names
        • Manage custom units of measurement

        End-to-end Workshop

        • Create roles
        • Add members and define access permissions
        • Set capabilities
        • Create folders
        • Define access to entries
        • Create an export
        • Create an import

        Sample Metric Map

        Monitor Performance with Metrics

        • view relevant data
        • sort and filter metrics by performance
        • group metrics by strategic objectives
        • record corrective actions against metrics
        • track initiatives
        • modify data values for a metric
        • monitor important metrics
  • IBM Cognos Report Studio Author Professional Reports Fundamentals (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of classroom course ''IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.1)''. IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.1) is a three-day, self paced course. It is designed for professional report authors to learn report building techniques using relational data models, and ways of enhancing and customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have

      • Knowledge of your business requirements
      • Experience using the Windows operating system
      • Experience using a Web browser
      • IBM Cognos BI for Consumers (10.1) WBT (recommended)

      Topics

        Overview of IBM Cognos BI

        • Describe IBM Cognos BI and Financial Performance Management
        • Describe IBM Cognos BI components
        • Describe IBM Cognos BI architecture at a high level
        • Define IBM Cognos groups and roles
        • Explain how to extend IBM Cognos

        Introduction to the Reporting Application

        • Examine Report Studio and its interface
        • Explore different report types
        • Create a simple, sorted, and formatted report
        • Explore how data items are added to queries

        Create List Reports

        • Format, group, and sort list reports
        • Describe options for aggregating data
        • Create a multi-fact query
        • Create a report with repeated data

        Focus Reports Using Filters

        • Create filters to narrow the focus of reports
        • Examine detail and summary filters
        • Determine when to apply filters on aggregate data

        Create Crosstab Reports

        • Format and sort crosstab reports
        • Convert a list to a crosstab
        • Create complex crosstabs using drag and drop functionality
        • Create crosstabs using unrelated data items

        Present Data Graphically

        • Create charts containing peer and nested items
        • Add context to charts
        • Create and reuse custom chart palettes
        • Present key data in a single dashboard report

        Focus Reports Using Prompts

        • Identify various prompt types
        • Use parameters and prompts to focus data
        • Search for prompt items
        • Customize prompts to facilitate users' choices
        • Navigate between pages
        • Display users' prompt selections in the report

        Extend Reports Using Calculations

        • Create calculations based on data in the data source
        • Add run-time information to the reports
        • Create expressions using functions

        Present Data Using Maps

        • Present data using map reports
        • Navigate to another level within a map

        Analyze Data Using Statistical Reports

        • Discuss statistical report types
        • Examine descriptive statistics
        • Explore statistical charts

        Use Additional Report Building Techniques

        • Reuse objects within the same report
        • Share layout components among separate reports
        • Discuss report templates
        • Add pages to a report
        • Choose options to handle reports with no available data

        Customize Reports with Conditional Formatting

        • Create multi-lingual reports
        • Highlight exceptional data
        • Show and hide data
        • Conditionally render objects in reports

        Drill-Through From One Report to Another

        • Let users navigate from a specific report to a target report
        • Pass parameter values to filter the data in drill-through targets

        Drill-through Definitions

        • Enable users to navigate to related data in IBM Cognos BI
        • Parameter-driven drill through vs. dynamic drill through
        • Steps to enable drill-through access for a package
        • Limit the items that users ca drill through from (set scope)
        • Set a measure as the scope
        • Drill Through Assistant

        Enhance Report Layout

        • Force page breaks in reports
        • Modify existing report structures
        • Apply horizontal formatting
        • Specify print options for PDF reports
        • Combine data containers displaying data from different queries
        • Format data and report objects
  • IBM Cognos Report Studio Author Professional Reports Advanced (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Report Studio: Author Professional Reports Advanced (V10.1)'' classroom course. IBM Cognos Report Studio: Author Professional Reports Advanced (V10.1) is a two-day, self paced course. Building on topics learned in the Fundamentals course, the Advanced course is designed for professional report authors to learn advanced report building techniques using relational data models, and ways of enhancing, customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have

      • Completed IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.1)
      • Knowledge of your business requirements
      • Basic knowledge of SQL
      • Basic knowledge of XML (recommended)

      Topics

        Create Query Models

        • Build query models and then connect them to the report layout
        • Add filters and prompts to a report using the query model
        • Edit an SQL statement to author custom queries

        Create Query Reports Based on Relationships

        • Create reports by merging query results
        • Create reports by joining queries
        • Combine data containers based on relationships from different queries
        • Create query containers containing a single data value  

        Distribute Reports Through Bursting

        • Distribute reports using bursting
        • create burst keys
        • Identify report recipients and data items using burst tables
        • Distribute reports using email and IBM Cognos Connection

        Create Advanced Dynamic Reports

        • Filter reports on session parameter values
        • Navigate a briefing book using a table of contents
        • Create dynamic headers and title that reflect report data
        • Let users navigate to specific locations in reports
        • Create a customer invoice report

        Design Effective Prompts

        • Control report displays using prompts
        • Specify conditional formatting values using prompts
        • Create a report that formats based on prompts selection
        • Create a sorted and filtered report based on prompt selection

        Enhance User Interaction with HTML

        • Create tooltips that clarify report data
        • Create a popup window that contains prompts
        • Send emails using links in a report

        Create Additional Advanced Reports

        • Create a report that displays summarized data before detailed data
        • Highlight alternate rows in a list report
        • Create a report using an external data file
        • Use single data items to summarize report information
        • Create a report using external data
        • Save reports to server file system

        Examine the Report Specification  

        • Examine the report specification structure
        • Save and edit reports locally
        • Discuss considerations for modifying a report specification
        • Discuss adding custom toolbox objects and custom template options

        End-to-End Workshop

        • Various managers have requested a number of reports to answer business questions pertaining to their areas of interest
        • You have been provided with the requirements for each report

        Introduction to Event Studio (Optional)

        • Examine the role of Event Studio in Performance Management
        • List the benefits of Event Studio
        • Add tasks to an agent
        • Run an agent

        Build Agents with Event Studio (Optional)

        • Create agents
        • Use calculations and parameters in Event Studio
        • Add tasks (email, report, database update, agent)
        • Manage task execution rules
        • Test an event through its lifecycle
        • Schedule an agent
  • IBM Cognos Report Studio Author Reports with Multidimensional Data (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Report Studio: Author Reports with Multidimensional Data (V10.1)'' classroom course. IBM Cognos Report Studio: Author Reports with Multidimensional Data (V10.1) is an advanced two-day, self paced course in which professional report authors build on their experience with Report Studio by applying dimensional techniques to reports. Through interactive demos and workshops, students will learn how to author reports that navigate and manipulate dimensional data structures using specific dimensional functions and features available in Report Studio.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have

      • Attended the IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.1) course
      • Knowledge of your business requirements
      • Experience using Advanced Windows and Web functionality

      Topics

        Introduction to Dimensional Concepts

        • Discuss dimensional structure and benefits
        • Compare dimensional and relational model types
        • Examine dimensional data structure

        Introduction to Dimensional Data in Reports

        • Define and use members in reports
        • Define and use sets in reports
        • Define tuples and data intersections
        • Examine dimensional functions for members, sets, and tuples
        • Explore user interface methods for adding data to reports

        Dimensional Report Context

        • Examine the impact of report context
        • Understand current members, root members and default members
        • Understand current measures and default measures

        Focus Your Dimensional Data

        • Compare relational and dimensional queries
        • Identify dimensional style filtering techniques
        • Filter non-null data
        • Focus reports based on members
        • Focus reports based on measures

        Calculations and Dimensional Functions

        • Create totals and aggregates
        • Combine functions for complex calculations
        • Avoid common errors

        Functions for Navigating Dimensional Hierarchies

        • Use functions to traverse the dimensional hierarchies
        • Create reports with children(), ancestor(), and descendants() functions

        Relative Functions

        • Understand relative functions
        • Create periods-to-date reports
        • Focus reports on current time periods
        • Compare data to past parallel time periods

        Advanced Drilling Techniques and Member Sets

        • Review basic drilling up and drilling down
        • Identify cases for advanced drilling configurations
        • Enable advanced drilling behavior
        • Preserve report sort order when drilling
        • Preserve complex calculations when drilling
        • Maintain dashboard report context when drilling

        Set Up Drill-Through Reports

        • Drill through from one report to another
        • Create package-based drill-through
        • Design source and target reports with dimensional data
        • Drill through from dimensional data to relational data
        • Create a single report with data from multiple sources

        End-to-End Workshop

        • Review concepts covered throughout the course
  • IBM Cognos Statistics Author Statistical Reports in Report Studio V10.1 2 - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Statistics: Author Statistical Reports in Report Studio (V10.1/10.2)'' classroom course. IBM Cognos Statistics: Author Statistical Reports in Report Studio (V10.1/10.2) is a one-day, self-paced course that will teach participants how to create various statistical reports and interpret the results in the context of specific business use cases. Building on topics learned in the IBM Cognos Statistics: Introduction to Statistics (V10.1) eLearning course, authors will learn statistical analysis report building techniques in Report Studio. Functionality explored will include descriptive statistics, statistical charts, and process controls. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Attended the IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.1) public classroom course or instructor-led online course, IBM Cognos Report Studio: Introduction (V10.1) WBT or comparable experience using IBM Cognos Report Studio.
      • Knowledge of your business requirements
      • IBM Cognos Statistics: Introduction to Statistics (V10.1) Vignette, or fundamental knowledge of statistics

      Topics

        Introduction to IBM Cognos Statistics

        • Explain what IBM Cognos Statistics is
        • Explain the architecture of IBM Cognos Statistics
        • Explain data types used in IBM Cognos Statistics
        • Explain the use of the case variable in statistical objects

        Examine Descriptive Statistical Reports

        • Compare descriptive statistics and inferential statistics
        • Examine descriptive statistics (mean, count, minimum, maximum, standard deviation)

        Examine Data Distribution with Statistical Charts

        • Explain histograms and normal distribution curves
        • Explain boxplots
        • Explain grouping variables
        • Explain normality tests using Q-Q plot

        Examine Curve Estimation, Correlation and Regression

        • Compare categorical data and numeric data
        • Explain statistical significance
        • Explain hypothesis testing
        • Demonstrate the relationship between two variables using basic correlation
        • Explain linear and logarithmic curves in curve estimation
        • Explain regression coefficients

        Examine the Means Comparison Tests

        • Explore a one-sample t-test
        • Examine the one-way ANOVA technique

        Examine Nonparametric Tests

        • Perform a one-way chi-square test
        • Perform a two-way chi-square test
        • Explain the differences between parametric and nonparametric tests

        Manage Quality with Statistical Process Control Charts

        • Explain control charts
        • Explore control charts

        Examine Process Performance Indices, Process Capability Indices, and Control Rules (Optional)

        • Explain process performance indices (PP, PpU)
        • Explain process capability indices (CP, CpU)
        • Explain Above +3 sigma and Below -3 sigma control rules

        Tips and Techniques

        • Use reporting techniques on statistical reports to filter, use calculations, and add prompts
        • Create a dashboard with statistical reports
  • IBM Cognos PowerPlay Client Explore and Build Reports (V10.1 10.2) - SPVCOpen or Close

    Description

    • This is the self paced training version of the ''IBM Cognos PowerPlay Client: Explore and Build Reports (V10.1/10.2)'' classroom course. IBM Cognos PowerPlay Client: Explore and Build Reports (V10.1/10.2) is a two-day, self-paced training course designed to teach users the basic skills needed to analyze business data and create reports in PowerPlay. Fundamental business intelligence (BI) topics are covered, along with technical skills required to successfully explore PowerCube data and remote data sources in PowerPlay and to apply these techniques to create professional reports. To analyze their data, participants will learn how to drill through cube data, replace categories and measures in a crosstab, change the display to view the data in one of several graphical formats, format each display to enhance their analysis, sort, rank, and filter data, and create calculations. To create reports, participants will learn how to build a crosstab report, perform and add calculations, use advanced nesting functions, create subsets, and distribute reports.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of your business requirements
      • Experience using basic Windows and Web functionality

      Topics

        Overview of IBM Cognos BI

        • Describe IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM)
        • Describe IBM Cognos BI components
        • Describe IBM Cognos BI architecture at a high level
        • Define IBM Cognos groups and roles
        • Explain how to extend IBM Cognos BI

        PowerPlay Fundamentals

        • Discuss fundamental terminology
        • Login to a secure namespace
        • Describe the contents and uses of data sources
        • List the PowerPlay components and describe their process
        • Explain the PowerPlay application development process
        • Use the dimension line, dimension viewer, and online help
        • View an Explorer report
        • Publish reports to the IBM Cognos portal

        Tools for Investigation

        • Drill down to lower levels of details
        • Replace rows and columns
        • Change measure values
        • Change display types
        • Investigate various ways to arrange a report

        Data Exploration and Reporting

        • Filter data
        • Sort and rank data
        • Suppress zeros
        • Use multiline and bar graphs
        • Use alternate drill paths
        • Examine and use scenario dimensions

        Add Value to your Exploration

        • Use layers to analyze a third dimension
        • Show multiple dimensions with a stacked bar display
        • Add and explore multiple displays
        • Nest categories in rows, columns, and layers
        • Change the layout of nested crosstabs
        • Use nested charts

        Data Analysis

        • Apply multiple measures
        • Compare two measures
        • Use special categories
        • Show values as percentages
        • Create 3D Bar, Pie, and Correlation displays
        • Add statistical lines to charts

        Calculations in Explorer Mode

        • Create and use calculations
        • Create forecast calculations
        • Use calculated categories

        Reporter Mode

        • Determine why you would use Reporter mode
        • Compare Reporter and Explorer modes
        • Drill down in Reporter mode
        • Add categories as rows or columns in Reporter mode

        Calculations in Reporter Mode

        • Define different types of calculations in Reporter mode
        • Create group calculations
        • Work with calculated categories in Reporter mode
        • Generate calculations when adding categories

        Add Value to the Report

        • Create new styles
        • Develop custom exceptions
        • Create nested crosstab reports in Reporter mode
        • Explore drop zones in Reporter mode
        • Use blank cells, blank lines, and currency conversion to add value to reports
        • Format values and labels and add titles, headers, and footers to reports

        Subsets in Standard Reports

        • Define standard reports and subsets
        • Create subset definitions and subsets
        • Differentiate between parentage and find-in-cube subset definitions
        • Modify subsets by editing
        • Highlight subsets and performed calculations
        • Create advanced subset definitions
        • Understand restrictions by Parent, Find, and Value

        Special Features

        • Analyze details using a sub-cube to limit data
        • Understand how to work off line with data from a remote cube
        • Drill through to PowerCubes
        • Explain methods of updating data and sharing dimension lines

        Distributing Reports

        • Set prompting and PDF properties for published reports
        • Export a report to a different file format
        • Set PDF properties and save the report in PDF format
        • Print the report
        • Attach the report to an email message
        • Schedule a published report

        Use PowerPlay Modes, Charts, and Formatting (Optional)

        • Determine when to use Explorer or Reporter
        • Interpret which display type to use
        • View reports and use the Print dialog box
  • IBM Cognos Data Manager Build Data Marts with Enterprise Data (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of classroom course ''IBM Cognos Data Manager: Build Data Marts with Enterprise Data (V10.1)''. IBM Cognos Data Manager: Build Data Marts with Enterprise Data (V10.1) is a five-day, self paced course that teaches participants how to move, merge, consolidate, and transform data from a range of data sources to build and maintain subject-area data marts. In the process, students will create a catalog and add connections to data sources and targets. They will also deliver fact and dimension data to a data mart through the use of builds and the dimensional framework. In addition, students will learn how to automate common functionality and handle complex data issues, such as unbalanced hierarchical structures.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have

      • Experience using basic Windows functionality
      • Knowledge of database concepts
      • Knowledge of dimensional analysis concepts
      • Working knowledge of SQL

      Topics

        Getting Started

        • Identify the purpose of IBM Cognos Data Manager
        • Define data warehousing and its key underlying concepts
        • Identify how Data Manager creates data warehouses
        • Examine the Data Manager architecture and user interface

        Create a Catalog

        • Examine the purpose and contents of Data Manager catalogs
        • Create a catalog
        • Define connections to source and target data
        • Access data using SQLTerm
        • Configure flat data source files using SQLTXT

        Create Hierarchies

        • Examine the role of the dimensional framework in Data Manager
        • Examine hierarchies and their data sources
        • Identify how to create hierarchies from the columns of one table, the rows of one table, and from multiple tables
        • Test and view hierarchies
        • Create a hierarchy of static date values
        • Handle weeks in a date hierarchy

        Create Basic Builds

        • Examine Data Manager builds and build-related terminology
        • Create a dimension build using the Dimension Build wizard
        • Create a fact build using the Fact Build wizard
        • Test and execute a fact build
        • Document a catalog
        • Create catalog schema

        Create Derivations

        • Examine derivations
        • Apply operators and functions to derivations
        • Examine the derivation timing model
        • Add derivations to a fact build

        Create Conformed Dimensions

        • Examine conformed dimensions and their advantages
        • Design conformed dimensions
        • Create conformed dimensions
        • Create data integrity lookups that use conformed dimensions

        Customize Reference Structures

        • Create hierarchies manually using different approaches
        • Examine the features of a hierarchy
        • Examine literals
        • Set data access for hierarchy levels
        • Examine static and dynamic members
        • Examine fostering
        • Use derivations in a hierarchy

        Process Dimensional History and Late Arriving Facts

        • Examine slowly changing dimensions (SCDs)
        • Use surrogate keys in SCDs
        • Manage type 1 and type 2 changes to dimensional data
        • Load historical data for a dimension
        • Examine late arriving facts
        • Process late arriving facts in a fact build

        Transform Data Using Lookups and Derived Dimensions

        • Identify when to use lookups
        • Identify the requirements for a lookup
        • Create a translation lookup
        • Create an optional lookup
        • Add derived dimensions to fact builds

        Customize Data Delivery

        • Configure fact and dimension delivery modules
        • Create indexes on fact and dimension tables
        • Update fact data using keys

        Customize Fact Data Processing

        • Filter fact data
        • Merge duplicate fact data
        • Examine fact data integrity checking
        • Reject fact data

        Aggregate, Filter, and Partition Fact Data

        • Aggregate fact data
        • Examine aggregate rules
        • Vertically restrict fact data
        • Horizontally restrict fact data
        • Partition fact data

        Implement Job Control

        • Examine where job control fits into the data warehouse lifecycle
        • Create a JobStream
        • Add, link, and reposition nodes
        • Execute a JobStream and view the results

        Automate Functionality Using Commands

        • Differentiate between the Command Line Interface (CLI) and Data Manager Designer
        • Identify common commands
        • Use commands in a batch file
        • Examine variables

        Customize Functionality with User-Defined Functions and Variables

        • Examine user defined functions (UDFs)
        • Create an internal UDF
        • Create a user-defined variable

        Process Unbalanced Hierarchical Data

        • Examine balanced, unbalanced, and ragged hierarchies
        • Add a recursive level to a hierarchy
        • Identify ways to balance a hierarchy and delivered flattened data
        • Examine circular references

        Pivot Fact Data

        • Examine pivoting
        • Use the single pivot technique
        • Use the advanced pivot technique
        • Examine reverse pivoting

        Resolve Data Quality Issues

        • Identify data quality and cleansing issues
        • Handle fostered and unmatched members
        • Perform debugging using SQLTerm and functions
        • Assess the quality of output data

        Troubleshoot and Tune the Data Manager Environment

        • Use build logging to ensure that data marts are being loaded properly
        • Perform dimension breaking
        • Manage memory and resources
        • Export DDL statements

        Organize and Package Data Manager Components

        • Export and import components using packages
        • Search for components in a catalog using Navigator

        Integrate with IBM Cognos BI

        • Examine IBM Cognos BI
        • Identify the role of metadata dimensions, metadata collections, and metadata stars
        • Export Data Manager metadata to XML
        • Import Data Manager XML into Framework Manager
        • Use Data Manager metadata with IBM Cognos BI
        • Publish a data movement task to IBM Cognos Connection

        End-to-End Workshop

        Entity-Relationship Model of the GO_Demo Database (Optional)

        Work in a Multi-Developer Environment (Optional)

        • Examine collaborative development support
        • Examine the source code repository
        • Examine the component dependency model
        • Identify planning considerations  

        Standardizing Dimensions and Facts Exercise (Optional)

        Review of Data Manager Essentials (Optional)

        • Data warehouse design
        • The purpose of Data Manager components
        • Development steps in Data Manager to create data marts
        • Track dimensional changes and late arriving facts
  • Essentials for IBM Cognos BI Supplement for Metadata Modelers (V10.2) - SPVCOpen or Close

    Description

    • Essentials for IBM Cognos BI: Supplement for Metadata Modelers (V10.2) is an advanced, 2 day, self-paced training course that provides participants with introductory to advanced knowledge of metadata modeling concepts, and how to model metadata for predictable reporting and analysis results using Framework Manager. Participants will learn the full scope of the metadata modeling process, from initial project creation, to publishing of metadata to the Web, enabling end users to easily author reports and analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      Required:

      • Completion of course Essentials for IBM Cognos BI (V10.2) (B5270)
      • Knowledge of common industry standard data structures and design
      • Experience with SQL
      • Experience gathering requirements and analyzing data

      Topics

        Work with Different Query Subject Types

        • Identify key differences and recommendations for using data source, model, and stored procedure query subjects
        • Identify the effects on generated SQL when modifying query subjects, SQL settings and relationships

        Set Security in Framework Manager

        • Examine the IBM Cognos BI security environment
        • Restrict access to packages
        • Create and apply security filters
        • Restrict access to objects in the model

        Manage OLAP Data Sources

        • Connect to an OLAP data source (cube) in a Framework Manager project
        • Publish an OLAP model
        • Publish a model with multiple OLAP data sources
        • Publish a model with an OLAP data source and a relational data source

        Advanced Generated SQL Concepts and Complex Queries

        • Governors that affect SQL generation
        • Stitch query SQLonformed and non-conformed dimensions in generated SQL
        • Multi-fact/multi-grain stitch query SQL
        • Variances in Report Studio generated SQL
        • Dimensionally modeled relational SQL generation
        • Cross join SQL
        • Various results sets for multi-fact queries

        Use Advanced Parameterization Techniques in Framework Manger

        • Identify environment and model session parameters
        • Leverage session, model, and custom parameters
        • Create prompt macros
        • Leverage macro functions associated with security

        Model Maintenance and Extensibility

        • Perform basic maintenance and management on a model
        • Remap metadata to another source
        • Import and link a second data source
        • Run scripts to automate or update a model
        • Create a model report

        Optimize and Tune Framework Manager Models

        • Identify and implement techniques to optimize and tune your Framework Manager models
        • Use Dynamic Query Mode in Framework Manager

        Work in a Multi-Modeler Environment

        • Segment and link a project
        • Branch a project and merge results

        Manage Framework Manager Packages

        • Specify package languages and function sets
        • Control model versioning
        • Nest packages

         

        Appendix A: Employ Additional Framework Manager Modeling Techniques

        • Leverage a user defined function
        • Set the order of operations in a model calculation
        • Externalize query subjects
        • Prepare IBM Cognos 10 content for use as a data source in Transformer
        • Create query sets
        • Use external source control through Windows Explorer

        Appendix B: Model Multilingual Metadata

        • Customize metadata for a multilingual audience

        Appendix C: Access Additional Resources

        • Links to sites where the customer can find more information about course-related material.
  • Overview of IBM Cognos BI (V10.2) - SPVCOpen or Close

    Description

    • Overview of IBM Cognos BI (V10.2) provides you with a high level overview of the IBM Cognos BI suite of products and their underlying architecture. You will examine each BI component as it relates to the comprehensive Smarter Analytics solution, and will be shown a range of resources to access additional information on each product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • An understanding of your organization's business intelligence process and reporting needs
      • Experience using basic Windows functionality
      • Experience using a web browser

      Topics

        IBM Cognos Business Intelligence

        • Describe IBM Cognos Business Intelligence (BI) and its position within the IBM Smarter Analytics approach and offerings
        • Describe the IBM Cognos 10 Family of offerings
        • Describe IBM Cognos BI enterprise components
        • Describe IBM Cognos architecture at a high level
        • Describe IBM Cognos BI security at a high level

        Consume Content in IBM Cognos BI

        • Where do consumers access BI content?
        • Use published reports
        • Drill-through to related data
        • Specify run report options
        • Specify properties of an entry
        • Add comments to saved output
        • Alerts and Watch Items

        Create Reports in IBM Cognos BI

        • Overview of reporting and report authoring
        • Identify package types available for reporting
        • Examine IBM Cognos Insight
        • Examine IBM Cognos Workspace Advanced
        • Examine Report Studio
        • Create an Active Report

        Create Workspaces in IBM Cognos BI

        • Describe IBM Cognos Workspace
        • Add report content and tools to create workspaces
        • Widget-to-Widget communication
        • Filter data in the workspace
        • Sort, group, and ungroup data
        • Calculate data
        • Access IBM Cognos Workspace Advanced
        • Search and explore results
        • Collaborate in a workspace

        Create Metadata Models in IBM Cognos BI

        • Describe IBM Cognos Framework Manager
        • Describe IBM Cognos Transformer components and capabilities
        • Describe IBM Cognos Cube Designer

        Extend IBM Cognos BI

        • Introduction to IBM Cognos Mobile
        • Introduction to IBM Cognos BI for Microsoft Office
        • Examine Event Studio
        • Examine Metric Studio
  • IBM Cognos BI What's New (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos BI What's New (V10.2) is a one-day, self-paced training course that provides participants with knowledge of new features offered in IBM Cognos BI (V10.2). Through hands-on experience, participants will discover the high-value benefits of this release, including an enhanced user experience, improved integration between products, and improved performance.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      This offering is intended for a multi-role audience who have experience using IBM Cognos 10, with a knowledge of their business requirements.

      Topics

        Introduction to IBM Cognos Workspace

        • IBM Cognos Business Insight is now IBM Cognos Workspace
        • Control access to IBM Cognos Workspace functions and features
        • Create tabbed workspaces
        • Create global filters across multiple tabs
        • Full-fidelity publishing from IBM Cognos Insight to IBM Cognos Workspace
        • Select appropriate charts using automatic chart recommendations
        • Interact directly with column charts
        • Freeze column and row headings
        • Print a workspace

        Introduction to IBM Cognos Workspace Advanced

        • IBM Cognos Business Insight Advanced is now IBM Cognos Workspace Advanced
        • Identify enhancements to crosstab headers
        • Apply automatic grouping and summary behavior to lists
        • Copy data with number formatting

        Report Studio Enhancements

        • Identify and work with new features in Report Studio, including:
        • The new interactive repeater tables
        • Inherited styles in lists and crosstabs
        • An easier way to access query macros using the expression editor
        • Extending prompts using the Prompt API
        • Global classes for accessible reports

        Enhancements to IBM Cognos Mobile

        • Identify enhancements in:
        • Controlled access to IBM Cognos Mobile
        • Apple push notifications
        • Bursting reports to IBM Cognos Mobile
        • Multi-page report trickle
        • Performance and space-saving enhancements to charts in Active Reports

        Introduction to Dynamic Cubes and IBM Cognos Cube Designer

        • Identify Dynamic Cubes
        • Navigate and identify general functionality of IBM Cognos Cube Designer
        • Improve query performance with the Aggregate Advisor

        Other Product/Environment Improvements

        • Improved IBM Cognos Active Report integration with IBM Cognos Workspace
        • Improved search with field-level search capability
        • Save as Microsoft Excel 2007 data
        • 64-bit IBM Cognos gateway
        • 64-bit Data Manager engine
        • Multiple-tenant environments
        • Archive content to the file system
        • Enhanced support for language and currency:
        • Support for extended Japanese and Chinese characters
        • Bidirectional (BiDi) support
        • Enhanced handling and formatting options for data
        • Enhancements to Lifecycle Manager
        • Access to ERP data sources
        • DQM server logging on a report basis
        • Predefined LDAP configurations
        • Enhancements to supported environments
  • IBM Cognos BI What's New 8.4 to 10.2 (V10.2) - SPVCOpen or Close

    Description

    • If the course requires a remote lab system, the lab system access is allocated on a first-come, first-served basis. When you are not using the elab system, ensure that you suspend your elab to maximize your hours available to use the elab system.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Experience with using IBM Cognos 8
      • Knowledge of your business requirements

      Topics

        Introduction to IBM Cognos Workspace

        • Explore navigation and general functionality
        • Create a new workspace from existing content
        • Modify an existing workspace
        • Work with Lists, Crosstabs and Charts
        • Organize and focus on data
        • Tabbed workspaces and global filters
        • Ad-hoc collaboration and improved annotations
        • Graduated capabilities
        • Access Cognos Workspace Advanced to modify a report
        • Add external information to the workspace
        • Full-fidelity publishing from IBM Cognos Insight to IBM Cognos Workspace
        • Integration with IBM Connections activities

         

        Introduction to IBM Cognos Workspace Advanced

        • Self-service, flexible reporting with all data sources
        • Interactive consumption
        • Update and create new reports
        • Organize data
        • Add calculations, aggregation, content and charts
        • Drill up and Drill down
        • Context filters and page layers
        • Modify layout
        • Enhanced charting
        • Use external data
        • Copy and paste data into an external application

         

        Report Studio Enhancements

        • Identify and work with new features in Report Studio, including:
        • Container selector to simplify working with report objects
        • Inherited styles in lists and crosstabs
        • Custom labels in prompts
        • Top/Bottom enhancements
        • Dimensional Date/Time operations
        • An easier way to access query macros using the expression editor
        • Extending prompts using the Prompt API
        • Global classes for accessible reports

         

        Active Reports

        • Identify and work with the new disconnected reporting application, including:
        • New report widgets and toolbox filter
        • Variables
        • Bursting
        • Reusing existing reports
        • The new Static Repeater Table

         

        Enhanced Event Management

        • Collaborate on a multi-task scenario
        • Automate the interaction of people around a process or a list of work, including notifications, approvals, escalations and status tracking
        • Provide the interface to link people to processes and information events

         

        Introduction to Dynamic Cubes and IBM Cognos Cube Designer

        • Dynamic Query Mode (DQM)
        • Identify Dynamic Cubes
        • Navigate and identify general functionality of IBM Cognos Cube Designer
        • Improve query performance with the Aggregate Advisor

         

        Extended System Management

        • Identify enhancements in:
        • monitoring
        • scheduling
        • credential management
        • identifying the relationship between packages and their data sources

         

        Model Design Accelerator

        • What is Model Design Accelerator?
        • Create a star schema using Model Design Accelerator
        • Generate a model and publish a package

         

        Other product and environment improvements

        • Improvements in data lineage
        • Improved search with field-level search capability
        • Save as Microsoft Excel 2007 data
        • 64-bit IBM Cognos gateway
        • 64-bit Data Manager engine
        • Multiple-tenant environments
        • Archive content to the file system
        • Enhanced support for language and currency:
        • Support for extended Japanese and Chinese characters
        • Bidirectional (BiDi) support
        • Enhanced handling and formatting options for data
        • Enhancements to Lifecycle Manager
        • Access to ERP data sources
        • DQM server logging on a report basis
        • Predefined LDAP configurations
        • Enhancements to/for:
        • SAP BW data sources
        • IBM Cognos Real Time Monitoring (RTM)
        • IBM Cognos for Microsoft Office
        • IBM Cognos Analysis for Microsoft Excel
        • IBM Cognos Mobile
        • Business Viewpoint
        • Data Manager
        • upgrade process
        • Support for multi-version coexistence
        • Enhancements to supported environments
  • IBM Cognos Report Studio Author Reports with Multidimensional Data (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos Report Studio: Author Reports with Multidimensional Data (V10.2) is an advanced two-day, self-paced training course in which professional report authors build on their experience with Report Studio by applying dimensional techniques to reports. Through interactive demos and workshops, students will learn how to author reports that navigate and manipulate dimensional data structures using specific dimensional functions and features available in Report Studio.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      This offering is intended for professional report authors who have a knowledge of their business requirements, basic Windows and Web functionality and have taken the IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.2) course.

      Topics

        Introduction to Dimensional Concepts

        • Discuss dimensional structure and benefits
        • Compare dimensional and relational model types
        • Examine dimensional data structure

        Introduction to Dimensional Data in Reports

        • Define and use members in reports
        • Define and use sets in reports
        • Define tuples and data intersections
        • Examine dimensional functions for members, sets, and tuples
        • Explore user interface methods for adding data to reports

        Dimensional Report Context

        • Examine the impact of report context
        • Understand current members, root members and default members
        • Understand current measures and default measures

        Focus Your Dimensional Data

        • Compare relational and dimensional queries
        • Identify dimensional style filtering techniques
        • Filter non-null data
        • Focus reports based on members
        • Focus reports based on measures

        Calculations and Dimensional Functions

        • Create totals and aggregates
        • Combine functions for complex calculations
        • Avoid common errors

        Functions for Navigating Dimensional Hierarchies

        • Use functions to traverse the dimensional hierarchies
        • Create reports with children(), ancestor(), and descendants() functions

        Relative Functions

        • Understand relative functions
        • Create periods-to-date reports
        • Focus reports on current time periods
        • Compare data to past parallel time periods

        Advanced Drilling Techniques and Member Sets

        • Review basic drilling up and drilling down
        • Identify cases for advanced drilling configurations
        • Enable advanced drilling behavior
        • Preserve report sort order when drilling
        • Preserve complex calculations when drilling
        • Maintain dashboard report context when drilling

        Set Up Drill-Through Reports

        • Drill through from one report to another
        • Create package-based drill-through
        • Design source and target reports with dimensional data
        • Drill through from dimensional data to relational data
        • Create a single report with data from multiple sources

        End-to-End Workshop

        • Review concepts covered throughout the course
  • IBM Cognos Cube Designer Design Dynamic Cubes (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos Cube Designer: Design Dynamic Cubes (V10.2) is a two-day, self-paced training course that is designed to provide participants with introductory to advanced knowledge of how to model metadata for predictable reporting and analysis results using IBM Cognos Cube Designer. You will learn the full scope of the metadata modeling process, from initial project creation, to publishing dynamic cubes and enabling end users to easily author reports and analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of common industry standard data structures and design, and experience gathering requirements and analyzing data

      Topics

        Overview of IBM Cognos BI

        • Describe the IBM Cognos Family
        • Identify the positioning of each component and studio in IBM Cognos BI
        • Examine the high level IBM Cognos BI architecture
        • Describe Cognos BI groups and roles

        Introduction to IBM Cognos Dynamic Cubes

        • Overview of Dynamic Cubes
        • Identify the challenges of large data volumes that are resolved by dynamic cubes
        • Examine dynamic cube characteristics and requirements
        • Explore the related components, tools, and high-level architecture
        • Describe the dynamic cube lifecycle, from business requirements to application
        • Examine how dynamic cubes use caching

        Create and Design a Dynamic Cube

        • Explore the IBM Cognos Cube Designer interface
        • Review the automatic and manual processes to create a cube
        • Extend the metadata in an existing cube

        Deploy and Configure a Dynamic Cube

        • Deploy and publish a dynamic cube
        • Configuration and management of a published cube
        • Examine query service administrative tasks
        • Explore dynamic cube properties
        • Configure a dynamic cube to trigger a report

        Advanced Dynamic Cube Modeling

        • Identify advanced modeling techniques and caveats
        • Examine calculated members and measures
        • Model a relative time dimension
        • Explore multi-lingual support
        • Define parent-child dimensions in dynamic cubes

        Optimize Performance with Aggregates

        • Examine aggregation in dynamic cubes
        • Identify types of aggregates (database and in-memory)
        • Allocate memory for cache and aggregates
        • Explore the aggregate workflow
        • Explore Aggregate Advisor
        • Use an aggregate slicer to properly route data

        Define Security

        • Overview of dynamic cube security
        • Identify existing roles and capability requirements Use security filters to define hierarchy security views
        • Assign users and groups to security views

        Model a Virtual Cube

        • Examine the benefits, requirements, and build process of virtual cubes
        • Explore virtual cube objects: dimensions and hierarchies
        • Examine virtual levels in merged hierarchies
        • Apply security to virtual cubes
        • Publish a virtual cube
  • IBM Cognos Data Manager Build Data Marts with Enterprise Data (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos Data Manager: Build Data Marts with Enterprise Data (V10.2) is a five-day, self-paced training course that teaches participants how to move, merge, consolidate, and transform data from a range of data sources to build and maintain subject-area data marts. In the process, students will create a catalog and add connections to data sources and targets. They will also deliver fact and dimension data to a data mart through the use of builds and the dimensional framework. In addition, students will learn how to automate common functionality and handle complex data issues, such as unbalanced hierarchical structures.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      This offering is intended for Developers who have a knowledge of basic Windows functionality, database and dimensional.analysis concepts, as well as a working knowledge of SQL.

      Topics

        Getting Started

        • Identify the purpose of IBM Cognos Data Manager
        • Define data warehousing and its key underlying concepts
        • Identify how Data Manager creates data warehouses
        • Examine the Data Manager architecture and user interface

        Create a Catalog

        • Examine the purpose and contents of Data Manager catalogs
        • Create a catalog
        • Define connections to source and target data
        • Access data using SQLTerm
        • Configure flat data source files using SQLTXT

        Create Hierarchies

        • Examine the role of the dimensional framework in Data Manager
        • Examine hierarchies and their data sources
        • Identify how to create hierarchies from the columns of one table, the rows of one table, and from multiple tables
        • Test and view hierarchies
        • Create a hierarchy of static date values
        • Handle weeks in a date hierarchy

        Create Basic Builds

        • Examine Data Manager builds and build-related terminology
        • Create a dimension build using the Dimension Build wizard
        • Create a fact build using the Fact Build wizard
        • Test and execute a fact build
        • Document a catalog
        • Create catalog schema

        Create Derivations

        • Examine derivations
        • Apply operators and functions to derivations
        • Examine the derivation timing model
        • Add derivations to a fact build

        Create Conformed Dimensions

        • Examine conformed dimensions and their advantages
        • Design conformed dimensions
        • Create conformed dimensions
        • Create data integrity lookups that use conformed dimensions

        Customize Reference Structures

        • Create hierarchies manually using different approaches
        • Examine the features of a hierarchy
        • Examine literals
        • Set data access for hierarchy levels
        • Examine static and dynamic members
        • Examine fostering
        • Use derivations in a hierarchy

        Process Dimensional History and Late Arriving Facts

        • Examine slowly changing dimensions (SCDs)
        • Use surrogate keys in SCDs
        • Manage type 1 and type 2 changes to dimensional data
        • Load historical data for a dimension
        • Examine late arriving facts
        • Process late arriving facts in a fact build

        Transform Data Using Lookups and Derived Dimensions

        • Identify when to use lookups
        • Identify the requirements for a lookup
        • Create a translation lookup
        • Create an optional lookup
        • Add derived dimensions to fact builds

        Customize Data Delivery

        • Configure fact and dimension delivery modules
        • Create indexes on fact and dimension tables
        • Update fact data using keys

        Customize Fact Data Processing

        • Filter fact data
        • Merge duplicate fact data
        • Examine fact data integrity checking
        • Reject fact data

        Aggregate, Filter, and Partition Fact Data

        • Aggregate fact data
        • Examine aggregate rules
        • Vertically restrict fact data
        • Horizontally restrict fact data
        • Partition fact data

        Implement Job Control

        • Examine where job control fits into the data warehouse lifecycle
        • Create a JobStream
        • Add, link, and reposition nodes
        • Execute a JobStream and view the results

        Automate Functionality Using Commands

        • Differentiate between the Command Line Interface (CLI) and Data Manager Designer
        • Identify common commands
        • Use commands in a batch file
        • Examine variables

        Customize Functionality with User-Defined Functions and Variables

        • Examine user defined functions (UDFs)
        • Create an internal UDF
        • Create a user-defined variable

        Process Unbalanced Hierarchical Data

        • Examine balanced, unbalanced, and ragged hierarchies
        • Add a recursive level to a hierarchy
        • Identify ways to balance a hierarchy and delivered flattened data
        • Examine circular references

        Pivot Fact Data

        • Examine pivoting
        • Use the single pivot technique
        • Use the advanced pivot technique
        • Examine reverse pivoting

        Resolve Data Quality Issues

        • Identify data quality and cleansing issues
        • Handle fostered and unmatched members
        • Perform debugging using SQLTerm and functions
        • Assess the quality of output data

        Troubleshoot and Tune the Data Manager Environment

        • Use build logging to ensure that data marts are being loaded properly
        • Perform dimension breaking
        • Manage memory and resources
        • Export DDL statements

        Organize and Package Data Manager Components

        • Export and import components using packages
        • Search for components in a catalog using Navigator

        Integrate with IBM Cognos BI

        • Examine IBM Cognos BI
        • Identify the role of metadata dimensions, metadata collections, and metadata stars
        • Export Data Manager metadata to XML
        • Import Data Manager XML into Framework Manager
        • Use Data Manager metadata with IBM Cognos BI
        • Publish a data movement task to IBM Cognos Connection

        End-to-End Workshop

        Entity-Relationship Model of the GO_Demo Database (Optional)

        Work in a Multi-Developer Environment (Optional)

        • Examine collaborative development support
        • Examine the source code repository
        • Examine the component dependency model
        • Identify planning considerations

        Standardizing Dimensions and Facts Exercise (Optional)

        Review of Data Manager Essentials (Optional)

        • Data warehouse design
        • The purpose of Data Manager components
        • Development steps in Data Manager to create data marts
        • Track dimensional changes and late arriving facts

        Work with SAP R/3 Data (Optional)

        • Identify how to access SAP R/3 data sources using the IBM Cognos Data Manager Connector for SAP R/3 tool
  • IBM Cognos Workspace Advanced Author Self-Service Reports (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos Workspace Advanced: Author Self-Service Reports (V10.2) is a two-day self-paced training training course. This course will develop the skills the participants will need to use IBM Cognos Workspace Advanced to create effective reports with relational and dimensional data. Through interactive demos and workshops, this course will present topics related to creating reports with IBM Cognos Workspace Advanced for the business author.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      p>This offering is intended for Business Authors who have a knowledge of basic Windows and Web functionality, as well as their business requirements. Also, students should have taken the IBM Cognos BI for Consumers (V10.1) WBT or have knowledge of IBM Cognos Connection, and have experience with Microsoft Excel or Microsoft Access.

      Topics

        Overview of IBM Cognos BI

        • describe IBM Cognos BI and FPM
        • describe IBM Cognos BI components
        • describe IBM Cognos architecture at a high level
        • define IBM Cognos groups and roles
        • explain how to extend IBM Cognos BI

        Examine IBM Cognos Workspace Advanced

        • identify the user interface components of IBM Cognos Workspace Advanced
        • launch IBM Cognos Workspace Advanced through different methods
        • determine browser options

        Create a Report using Relational Data

        • explain Relational Data
        • explain object types
        • define report layouts
        • add data query items
        • Use calculations

        Create a Report using Dimensional Data

        • explain Dimensional Data
        • explore drill down and drill up with hierarchies
        • identify sets
        • define Financial reports

        Group and Sort Your Data

        • define sorting (relational and dimensional)
        • explain aggregated data
        • explore grouping data
        • explore  dividing data into sections

        Filter Your Data

        • understand suppression options
        • explore filtering data (relational and dimensional)
        • explore filtering aggregated data

        Highlight Report Data

        • explain query item properties
        • use formatting to improve the visual effectiveness of reports
        • use conditional styles to highlight query items on a report

        Integrate External Data

        • examine the use of external data in reports
        • map query subject from an enterprise report to external data

        Analyze Data Using Charts and Graphs

        • review multiple data analysis processes
        • implement a report for each process

        Extend IBM Cognos Workspace Advanced Reports with Report Studio

        • identify IBM Cognos Workspace Advanced reports that can benefit from Report Studio capabilities
        • create a report in Report Studio and open it in IBM Cognos Workspace Advanced
        • create a report in IBM Cognos Workspace Advanced and extend it in Report Studio

        Report Development Processes to Design Effective Reports

        • discuss phases of report development for business authors
        • discuss elements of effective reports
  • IBM Cognos Transformer Design OLAP Models (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos Transformer: Design OLAP Models (V10.2) is a four-day, self-paced training course that provides developers with knowledge of OLAP modeling concepts using Transformer. Participants will learn how to design, build, and maintain PowerCubes for use in IBM Cognos BI so that end users can easily analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      This offering is intended for:

      • Developers who understand the business need for ad hoc queries and analysis, and have experience gathering requirements and analyzing data.

      It is also recommended that students take:

      • the IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.2) course.

      Topics

        Overview of IBM Cognos BI

        • Discuss IBM Cognos and Performance Management
        • Describe IBM Cognos BI components
        • Explain how to extend IBM Cognos BI

        Transformer Fundamentals

        • Discuss the basics of OLAP analysis
        • Review Transformer capabilities and its role in IBM Cognos 8 BI
        • Discuss Transformer components
        • Define categories and members

        The Transformer Development Process

        • Describe the purpose of a model plan
        • Match business requirements to the model
        • Discuss an approach for creating a model plan
        • Review the relationship of the model plan to the Transformer model

        Data sources in Transformer

        • Discuss the types of data used by Transformer
        • Create data source files and define properties
        • Preview source data and SQL
        • Add IBM Cognos data sources to the model
        • Discuss data filtering

        Building a Model

        • Create model structures and modify property sheets
        • Confirm the data source origin
        • Generate categories to populate the model
        • Modify the model using the dimension diagram
        • Verify the model and create a PowerCube
        • Publish as a data source and package

        Considerations for Designing Successful PowerCubes

        • Describe model types and data entities
        • Define members and member unique names
        • Address changes that Impact a MUN
        • Discuss when category codes can change

        The Time Dimension

        • Define a regular time dimension
        • Examine standard and nonstandard time dimensions
        • Limit the range of valid dates

        Relative Time

        • Compare trends over time
        • Set the current period
        • Create relative time categories
        • Customize relative time categories

        Use Multiple Data Sources

        • Discuss the use of multiple data sources
        • Plan the data sources
        • Define data source types

        Uniqueness

        • Identify and resolve conflicts between data sources
        • Validate a multiple data source model
        • Discuss a unique move

        Working with Measures

        • Discuss the purpose and uses of measures
        • Describe regular and calculated measures
        • Set measure properties
        • Compare rollup options
        • Create a calculated measure
        • Create calculations before or after rollups
        • Create a category count

        Allocated Measures

        • Discuss measure allocation
        • Allocate measures as a constant and by another measure
        • Check measure distribution

        Currency Conversion

        • Apply and use currency conversion techniques

        Alternate Hierarchies within a Dimension

        • Discuss primary and alternate hierarchies
        • Describe the benefits of alternate hierarchies
        • Create an alternate drill-down path
        • Define convergence levels and identify uniqueness issues

        Advanced Dimensional Modeling

        • Discuss techniques for customizing dimensions
        • Add a new source level to an existing dimension
        • Create a manual level in a dimension
        • Create orphan categories
        • Modify a dimension using a subdimension
        • Create a special category
        • Create a scenario dimension
        • Use calculated columns and categories

        Customize Cube Content

        • Create various types of PowerCubes
        • Omit dimensions and exclude measures
        • Create and apply dimension views

        Examine IBM Cognos Security

        • Examine the security environment
        • Identify the IBM Cognos BI security model
        • Define authentication and authorization
        • Identify security policies

        Applying Security

        • Review model security
        • Create custom views
        • Assign security to custom views
        • Assign custom views to PowerCubes
        • Combine custom views with dimension views
        • Examine a union of custom views

        Maintain Models and PowerCubes

        • Maintain models and PowerCubes
        • Understand data source, model, cube updates
        • Synchronize the model and data source
        • Incrementally update PowerCubes
        • Copy and activate a newer version of the PowerCube without affecting users

        Considerations for Drill Through

        • Identify conformed values between data sources
        • Discuss using drill through in IBM Cognos BI
        • Define a report drill through
        • Define a package-based drill through
        • Identify drill-through values
        • Discuss modeling recommendations

        Optimize PowerCubes

        • Examine cube groups
        • Plan for disk space
        • Optimize PowerCube inputs and outputs
        • Determine factors that affect PowerCube build time and user response time

        Partition PowerCubes

        • Identify the pros and cons
        • Develop a partitioning strategy
        • Create a time-based partitioned cube
        • Automatic vs. manual partitioning
        • Understand multi-file PowerCubes

        Blank Model Plans (Optional)

        Identify Common Data Structures (Optional)

  • IBM Cognos Report Studio Author Active Reports (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos Report Studio: Author Active Reports (V10.2) is an advanced one-day, self-paced course, based on the 10.2.1.1 release of IBM Cognos Business Intelligence. Through lecture, demos, and workshops, participants increase their Report Studio experience by building highly interactive reports using active report controls, which can then be distributed to and consumed by users in a disconnected environment, including on mobile devices.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should:

      • Attend the IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.2) course

      Topics

        Introduction to IBM Cognos Active Reports

        • Identify the value of active reports
        • Examine an active report and its controls
        • Convert an existing report to an active report
        • Debug and save an active report
        • Explore interactive properties
        • Identify security considerations

        Use Active Report Connections

        • Examine active report connections
        • Examine interactive behavior of active report controls
        • Identify when to use a single variable or multiple variables to control behavior
        • Author active reports for mobile consumption

        Active Reports Charts and Decks

        • Add charts to active reports
        • Describe chart limitations in active reports
        • Examine decks and data decks
        • Optimize use of decks
        • Review master detail relationships
  • IBM Cognos Controller: Create BI with Consolidation Data (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Controller: Create BI with Consolidation Data (V10.1)'' classroom course. IBM Cognos Controller: Create BI with Consolidation Data (V10.1) is a two-day, self paced course that covers how to use IBM Cognos Controller with IBM Cognos business intelligence tools. This course will give participants an understanding of how data from the Controller system can be loaded into a source suitable for BI reporting. Students will then learn how to use the various studios in IBM Cognos software to create useful business intelligence from this data. In addition, participants will learn how to customize the IBM Cognos Connection portal to meet their needs.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic understanding of IBM Cognos Controller (preferably obtained by taking the IBM Cognos Controller: Develop Applications (V10.1) course
      • Basic knowledge of group accounting
      • Basic understanding of IBM Cognos BI tools

      Topics

        Overview of IBM Cognos BI

        • Describe IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM)
        • Describe IBM Cognos BI components
        • Describe IBM Cognos architecture at a high level
        • Define IBM Cognos groups and roles
        • Explain how to extend IBM Cognos BI

        Populate the Controller Data Store for Business Intelligence

        • Describe Financial Analytics Publisher and its purpose
        • Describe TM1 and its purpose
        • Set up Financial Analytics Publisher
        • Transfer data to TM1
        • Describe Framework Manager and its purpose
        • Create a Framework Manager project and publish a package

        Create Reports in Report Studio

        • Describe Report Studio and its purpose
        • Add data and objects to a report
        • Create "statement style" reports

        Perform Dimensional Analysis in Analysis Studio

        • Identify the benefits of using Analysis Studio
        • Create an analysis that contains Controller data
        • Modify an analysis

        Perform Dimensional Analysis in CAFE

        • Identify the benefits of using CAFE
        • Create an analysis in CAFE that contains Controller data
        • Modify an analysis
        • Publish CAFE analyses to IBM Cognos Connection

        Perform Business Activity Monitoring (BAM) in Event Studio

        • Identify the benefits of business activity monitoring (BAM) and Event Studio
        • Create agents in Event Studio
        • Modify agents in Event Studio

        Customize the Portal

        • Identify the benefits of customizing IBM Cognos Connection
        • Identify ways to customize IBM Cognos Connection
  • IBM Cognos Transformer Design OLAP Models (V10.1) - SPVCOpen or Close

    Description

    • This is the self paced training version of ''IBM Cognos Transformer: Design OLAP Models (V10.1)'' classroom course. IBM Cognos Transformer: Design OLAP Models (V10.1) is a four-day, instructor-led course that provides developers with knowledge of OLAP modeling concepts using Transformer. You will learn how to design, build, and maintain PowerCubes for use in IBM Cognos BI so that end users can easily analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should be able to:

      • Understand the business need for ad hoc queries and analysis
      • Experience gathering requirements and analyzing data

      Topics

        Overview of IBM Cognos BI

        • Discuss IBM Cognos and Performance Management
        • Describe IBM Cognos BI components
        • Explain how to extend IBM Cognos BI

        Transformer Fundamentals

        • Discuss the basics of OLAP analysis
        • Review Transformer capabilities and its role in IBM Cognos 8 BI
        • Discuss Transformer components
        • Define categories and members

        The Transformer Development Process

        • Describe the purpose of a model plan
        • Match business requirements to the model
        • Discuss an approach for creating a model plan
        • Review the relationship of the model plan to the Transformer model

        Data sources in Transformer

        • Discuss the types of data used by Transformer
        • Create data source files and define properties
        • Preview source data and SQL
        • Add Cognos 8 data sources to the model
        • Discuss Business Viewpoint Studio
        • Discuss data filtering

        Building a Model

        • Create model structures and modify property sheets
        • Confirm the data source origin
        • Generate categories to populate the model
        • Modify the model using the dimension diagram
        • Verify the model and create a PowerCube
        • Publish as a data source and package

        Considerations for Designing Successful PowerCubes

        • Describe model types and data entities
        • Define members and member unique names
        • Address changes that Impact a MUN
        • Discuss when category codes can change

        The Time Dimension

        • Define a regular time dimension
        • Examine standard and nonstandard time dimensions
        • Limit the range of valid dates

        Relative Time

        • Compare trends over time
        • Set the current period
        • Create relative time categories
        • Customize relative time categories

        Use Multiple Data Sources

        • Discuss the use of multiple data sources
        • Plan the data sources
        • Define data source types

        Uniqueness

        • Identify and resolve conflicts between data sources
        • Validate a multiple data source model
        • Discuss a unique move

        Working with Measures

        • Discuss the purpose and uses of measures
        • Describe regular and calculated measures
        • Set measure properties
        • Compare rollup options
        • Create a calculated measure
        • Create calculations before or after rollups
        • Create a category count

        Allocated Measures

        • Discuss measure allocation
        • Allocate measures as a constant and by another measure
        • Check measure distribution

        Currency Conversion

        • Apply and use currency conversion techniques

        Alternate Hierarchies within a Dimension

        • Discuss primary and alternate hierarchies
        • Describe the benefits of alternate hierarchies
        • Create an alternate drill-down path
        • Define convergence levels and identify uniqueness issues

        Advanced Dimensional Modeling

        • Discuss techniques for customizing dimensions
        • Add a new source level to an existing dimension
        • Create a manual level in a dimension
        • Create orphan categories
        • Modify a dimension using a subdimension
        • Create a special category
        • Create a scenario dimension
        • Use calculated columns and categories

        Customize Cube Content

        • Create various types of PowerCubes
        • Omit dimensions and exclude measures
        • Create and apply dimension views

        Examine IBM Cognos Security

        • Examine the security environment
        • Identify the IBM Cognos BI security model
        • Define authentication and authorization
        • Identify security policies

        Applying Security

        • Review model security
        • Create custom views
        • Assign security to custom views
        • Assign custom views to PowerCubes
        • Combine custom views with dimension views

        Maintain Models and PowerCubes

        • Maintain models and PowerCubes
        • Understand data source, model, cube updates
        • Synchronize the model and data source
        • Incrementally update PowerCubes
        • Copy and activate a newer version of the PowerCube without affecting users

        Considerations for Drill Through

        • Identify conformed values between data sources
        • Discuss using drill through in IBM Cognos BI
        • Define a report drill through
        • Define a package-based drill through
        • Identify drill-through values
        • Discuss modeling recommendations

        Optimize PowerCubes

        • Examine cube groups
        • Plan for disk space
        • Optimize PowerCube inputs and outputs
        • Determine factors that affect PowerCube build time and user response time

        Partition PowerCubes

        • Identify the pros and cons
        • Develop a partitioning strategy
        • Create a time-based partitioned cube
        • Automatic vs. manual partitioning
        • Understand multifile PowerCubes

        Blank Model Plans (Optional)

        Identify Common Data Structures (Optional)

  • IBM Cognos BI Administration Architecture and Logging (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos BI Administration: Architecture and Logging (V10.2) is a two-day self-paced training course that teaches participants how to identify components and sub-components of the IBM Cognos BI architecture and how to use tools and techniques to provide a foundation to troubleshoot issues. Through interactive exercises participants will identify IBM Cognos BI components, examine how these components interact with Java, and will explore logging to assist when troubleshooting issues.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      This course is required:

      • IBM Cognos BI Administration (V10.2) course or equivalent experience administering the IBM Cognos BI environment.

      Topics

        Architecture Overview

        • Introduction and Service-Oriented Architecture
          • definition of components
          • Service-Oriented Architecture in IBM Cognos

        Explore the IBM Cognos Dispatcher

        • describe IBM Cognos Dispatcher
        • describe request routing
        • describe the routing process
        • describe Content Manager Cache Service

        Examine IBM Cognos Services

        • identify IBM Cognos Services
        • review collaboration functionality
        • Explore the architecture in IBM Cognos 10

        Explore Java Memory Management

        • overview of Java
        • manage Java memory
        • explain tools to monitor Java

        Logging

        Examine Audit Logging and Indication Processing Facility Logging

        • overview of installation logs and configuration logs
        • explore audit logging
        • Explore IPF logging

        Perform Dye Tracing

        • determine requirements
        • perform dye tracing

        Explore Dynamic Query Mode

        • explain Dynamic Query Mode (DQM) logging
        • explain IBM Cognos Dynamic Query Analyzer (DQA)

        Explore Component Logging

        • explore component logging for Gateway, Dispatcher, Report Server, and Universal Data Access layer

        Examine Additional Tools and Special Task Logging

        • examine diagnostic tools and utilities for special task logging
  • IBM Cognos BI Combined Administration, Architecture, and Logging (V10.2) - SPVCOpen or Close

    Description

    • IBM Cognos BI: Combined Administration, Architecture, and Logging (V10.2) is a five-day, self-paced training course that is designed to teach new administrators the fundamental tasks of administering servers and content in IBM Cognos BI. Students will also identify components and sub-components of the IBM Cognos BI architecture and learn how to use tools and techniques to provide a foundation to troubleshoot issues. Through interactive exercises, students will install and configure the IBM Cognos BI software, implement security, and manage the server components. Students will also monitor and schedule tasks, create data sources, manage and deploy content, manage report content in IBM Cognos Connection, examine how BI Cognos components interact with Java, and will explore logging to assist when troubleshooting issues.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of Web application server architectures
      • Security systems administration
      • Experience using the Windows operating system
      • Experience using a Web browser
      • Knowledge of your business requirements

      Topics

        Introduction to IBM Cognos BI Administration

        • Describe the role of the Administrator in relation to the IBM Cognos BI administration workflow process
        • Describe the role of IBM Cognos Administration and IBM Cognos Configuration user interface components

        Identify IBM Cognos BI Architecture

        • Identify features of the IBM Cognos BI architecture
        • Examine Cognos BI servlets and services
        • Identify an example of Cognos BI request processing
        • Performance planning and installation options and configurations
        • Examine the Cognos Application Firewall
        • Perform a distributed installation and configuration of IBM Cognos BI

        Secure the IBM Cognos BI Environment

        • Identify the IBM Cognos BI security model
        • Define authentication and authorization in IBM Cognos BI
        • Identify security policies
        • Secure administrative capabilities (access to functionality)
        • Specify security settings after installation.
        • Implement security in IBM Cognos Framework Manager and IBM Cognos Transformer

        Administer the IBM Cognos BI Server Environment

        • Overview of administrative tasks that can be performed in IBM Cognos Administration
        • Monitor system metrics
        • Manage dispatchers and services
        • Tune server performance
        • Audit IBM Cognos BI
        • Identify issues while troubleshooting the server environment
        • Formulate the IBM Cognos BI backup strategy

        Manage Run Activities

        • Manage current, past, and upcoming run activities
        • Manage schedules

        Manage Content in IBM Cognos Administration

        • Add and manage a data source
        • Distribute data and create a distribution list and contacts
        • Deploy IBM Cognos BI content
        • Maintain the IBM Cognos BI content store
        • Customize the appearance of IBM Cognos BI

        Drill-Through Definitions

        • Enable users to navigate to related data in IBM Cognos BI
        • Parameter-driven drill through vs. dynamic drill through
        • Steps to enable drill-through access for a package
        • Limit the items that users can drill through from (set scope)
        • Set a measure as the scope
        • Drill Through Assistant

        Additional Configuration and Customization of the Environment

        • Manage user profiles
        • Add objects to the toolbox tab
        • Create a custom template option
        • Manage packages in IBM Cognos Connection

        End-to-End Workshop

        • Create roles
        • Add members and define access permissions
        • Set capabilities
        • Create folders
        • Define access to entries
        • Create an export
        • Create an import

         

        Architecture Overview

        Introduction and Service-Oriented Architecture

        • Definition of components
        • Service-Oriented Architecture in IBM Cognos

        Explore the IBM Cognos Dispatcher

        • Describe IBM Cognos Dispatcher
        • Describe request routing
        • Describe the routing process
        • Describe Content Manager Cache Service

        Examine IBM Cognos Services

        • Identify IBM Cognos Services
        • Review collaboration functionality
        • Explore the architecture in IBM Cognos 10

        Explore Java Memory Management

        • Overview of Java
        • Manage Java memory
        • Explain tools to monitor Java

         

        Logging

        Examine Audit Logging and Indication Processing Facility Logging

        • Overview of installation logs and configuration logs
        • Explore audit logging
        • Explore IPF logging

        Perform Dye Tracing

        • Determine requirements
        • Perform dye tracing

        Explore Dynamic Query Mode

        • Explain Dynamic Query Mode (DQM) logging
        • Explain IBM Cognos Dynamic Query Analyzer (DQA)

        Explore Component Logging

        • Explore component logging for Gateway, Dispatcher, Report Server, and Universal Data Access layer

        Examine Additional Tools and Special Task Logging

        • Examine diagnostic tools and utilities for special task logging
  • Essentials for IBM Cognos BI Supplement for Metadata Modelers (V10.2.2) - SPVCOpen or Close

    Description

    • This offering is designed as a follow-up to the Essentials for IBM Cognos BI (V10.2.2) course. It provides participants with the remainder of the metadata modeling concepts, found in the IBM Cognos Framework Manager: Design Metadata Models (V10.2.2) offering. Participants will complete their learning of the full scope of the metadata modeling process, from initial project creation, to publishing of metadata to the Web, enabling end users to easily author reports and analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of common industry-standard data structures and design.
      • Experience with SQL
      • Experience gathering requirements and analyzing data.
      • Essentials for IBM Cognos BI (B5A70)

      Topics

        Working with Different Query Subject Types

        • identify the effects of modifying query subjects on generated SQL
        • specify two types of stored procedure query subjects
        • use prompt values to accept user input

        Setting Security in Framework Manager

        • examine the IBM Cognos 10 security environment
        • restrict access to packages
        • create and apply security filters
        • restrict access to objects in the model

        Manage OLAP Data Sources

        • connect to an OLAP data source (cube) in a Framework Manager project
        • publish an OLAP model
        • publish a model with multiple OLAP data sources
        • publish a model with an OLAP data source and a relational data source

        Advanced Generated SQL Concepts and Complex Queries

        • governors that affect SQL generation
        • stitch query SQL
        • conformed and non-conformed dimensions in generated SQL
        • multi-fact/multi-grain stitch query SQL
        • variances in Report Studio generated SQL
        • dimensionally modeled relational SQL generation
        • cross join SQL
        • various results sets for multi-fact queries

        Using Advanced Parameterization Techniques

        • identify session and model parameters
        • leverage session, model, and custom parameters
        • create prompt macros
        • leverage macro functions associated with security

        Model Maintenance and Extensibility

        • perform basic maintenance and management on a model
        • remap metadata to another source
        • import and link a second data source
        • run scripts to automate or update a model
        • create a model report

        Optimize and Tune Framework Manager Models

        • identify how minimized SQL affects model performance
        • use governors to set limits on query execution
        • identify the impact of rollup processing on aggregation
        • apply design mode filters
        • limit the number of data source connections
        • use the quality of service indicator

        Working in a Multi-Modeler Environment

        • segment and link a project
        • branch a project and merge results

        Managing Packages in Framework Manager

        • Specifying package languages and function sets
        • Control model versioning
        • Nest packages

        Appendix A - Additional Framework Manager Modeling Techniques

        • leverage a user defined function
        • identify the purpose of query sets
        • use source control to manage Framework Manager files

        Appendix B - Modeling Multilingual Metadata

        • customize metadata for a multilingual audience
  • IBM Cognos BI Administration Architecture and Logging (V10.2.2) - SPVCOpen or Close

    Description

    • This course is designed to teach participants how to identify components and sub-components of the IBM Cognos BI architecture and how to use tools and techniques to provide a foundation to troubleshoot issues. Through lecture and interactive exercises participants will identify IBM Cognos BI components, examine how these components interact with Java, and will explore logging to assist when troubleshooting issues.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • IBM Cognos BI Administration (V10.2.2) course or equivalent experience administering the IBM Cognos BI environment

      Topics

        Architecture Overview

        • Introduction and Service-Oriented Architecture
          • Identify IBM Cognos 10 architectural components
          • Describe Service-Oriented Architecture in IBM Cognos
        • Explore the IBM Cognos Dispatcher
          • Describe IBM Cognos Dispatcher
          • Describe request routing and the routing process
          • Describe Content Manager Cache Service
        • Examine IBM Cognos Services
          • Identify IBM Cognos Services
          • Review collaboration functionality
          • Explore the architecture in IBM Cognos 10
        • Explore Java Memory Management
          • Describe Java memory layout
          • Manage Java memory
          • Use tools to monitor Java memory

        Logging:

        • Examine Audit Logging and Indication Processing Facility Logging
          • Describe installation logs and configuration logs
          • Explore audit logging
          • Explore IPF logging
        • Perform Dye Tracing
          • Identify dye tracing requirements
          • Perform dye tracing
        • Explore Dynamic Query Mode
          • Explain Dynamic Query Mode (DQM) logging
          • Explain IBM Cognos Dynamic Query Analyzer (DQA)
        • Explore Component Logging
          • Explore component logging for Gateway, Dispatcher, Report Server, and Universal Data Access layer
        • Examine Additional Tools and Special Task Logging
          • Explore diagnostic tools and utilities for special task logging
  • IBM Cognos Framework Manager Design Metadata Models (V10.2.2) - SPVCOpen or Close

    Description

    • IBM Cognos Framework Manager: Design Metadata Models (V10.2.2) is designed to provide participants with introductory to advanced knowledge of metadata modeling concepts, and how to model metadata for predictable reporting and analysis results using Framework Manager.
    • Participants will learn the full scope of the metadata modeling process, from initial project creation, to publishing of metadata to the Web, enabling end users to easily author reports and analyze data.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Knowledge of common industry standard data structures and design
      • Experience with SQL
      • Experience gathering requirements and analyzing data

      Topics

        • Overview of IBM Cognos BI
        • Identifying common data structures
        • Gathering requirements
        • Creating a baseline project
        • Preparing reusable metadata
        • Modeling for predictable results
        • Creating calculations and filters
        • Implementing a time dimension
        • Specifying determinants
        • Creating the presentation view
        • Working with different query subject types
        • Setting security in Framework Manager
        • Creating analysis objects
        • Managing OLAP data sources
        • Advanced generated SQL concepts and complex queries
        • Using parameters in Framework Manager
        • Modeling maintenance and extensibility
        • Optimizing Framework Manager models
        • Working in a multi-modeler environment
        • Managing packages in Framework Manager
  • IBM Cognos Report Studio Author Professional Reports Advanced (V10.2.2) - SPVCOpen or Close

    Description

    • This course builds on topics learned in the Fundamentals course, the Advanced course is designed for professional report authors to learn advanced report building techniques using mostly relational data models, and ways of enhancing, customizing, and managing professional reports.
    • You will participate in interactive demos and workshops that illustrate key concepts while learning how to use the product.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have completed:

      • IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.2)

      Topics

        Create Query Models

        • Build query models and then connect them to the report layout
        • Edit an SQL statement to author custom queries
        • Add filters and prompts to a report using the query model

        Create Query Reports Based on Relationships

        • Create reports by merging query results
        • Create reports by joining queries
        • Combine data containers based on relationships from different queries

        Create Advanced Dynamic Reports

        • Filter reports on session parameter values
        • Navigate a briefing book using a table of contents
        • Create dynamic headers and title that reflect report data
        • Let users navigate to specific locations in reports
        • Create a customer invoice report

        Design Effective Prompts

        • Control report displays using prompts
        • Specify conditional formatting values using prompts
        • Specify conditional rendering of objects based on prompt selection
        • Create sorted and filtered reports based on prompt selection

        Create Additional Advanced Reports

        • Create a report that displays summarized data before detailed data
        • Highlight alternate rows in a list report
        • Create a report using an external data file
        • Use single data items to summarize report information

        Examine the Report Specification

        • Examine the report specification structure
        • Modify a report specification
        • Add custom toolbox objects and custom template options

        Distribute Reports Through Bursting

        • Distribute reports using bursting
        • Create burst keys
        • Identify report recipients and data items using burst tables
        • Distribute reports using email and IBM Cognos Connection

        Enhance User Interaction with HTML

        • Create tooltips that clarify report data
        • Send emails using links in a report

        End-to-End Workshop (Optional)

        • Various managers have requested that you create reports to answer business questions pertaining to their areas of interest

        Explore the Prompt API (Optional)

        • describe the Prompt API
        • describe the uses of the Prompt API
        • describe the primary objects, methods and properties used in the Prompt API
        • review prompt values
        • explore the enhancement of prompts in reports with the Prompt API
  • IBM Cognos Report Studio Author Reports with Multidimensional Data(V10.2.2) - SPVCOpen or Close

    Description

    • This course is designed to guide professional report authors in building on their experience with Report Studio by applying dimensional techniques to reports.
    • Through interactive demos and workshops, participants will learn how to author reports that navigate and manipulate dimensional data structures using the specific dimensional functions and features available in Report Studio.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have completed:

      • IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.2.2) course

      You should have:

      • Knowledge of your business requirements
      • Knowledge of dimensional data
      • Experience using basic Windows and Web functionality

      Topics

        Introduction to Dimensional Concepts

        • Identify different data sources and models
        • Investigate the OLAP dimensional structure
        • Identify dimensional data items and expressions
        • Differentiate the IBM Cognos BI query language from SQL and MDX
        • Differentiate relational and dimensional report authoring styles

        Introduction to Dimensional Data in Reports

        • Work with members
        • Identify sets and tuples in Report Studio

        Dimensional Report Context

        • Understand the purpose of report context
        • Understand how data is affected by default and root members

        Focus Your Dimensional Data

        • Compare dimensional queries to relational queries
        • Explain the importance of filtering dimensional queries
        • Evaluate different filtering techniques
        • Filter based on dimensions and members
        • Filter based on measure values
        • Filter using a slicer
        • Dynamically filter using a tree prompt

        Calculations and Dimensional Functions

        • Use IBM Cognos BI dimensional functions to create sets and tuples
        • Perform arithmetic operations in OLAP queries
        • Identify coercion errors and rules

        Functions for Navigating Dimensional Hierarchies

        • Navigate dimensional data using family functions

        Relative Functions

        • Navigate dimensional data using relative functions
        • Navigate dimensional data using relative time functions

        Advanced Drilling Techniques and Member Sets

        • Understand default drill-up and drill-down functionality
        • Identify cases when you need to override default drilling behavior
        • Configure advanced drilling behavior to support sophisticated use cases
        • Define member sets to support advanced drilling
        • Define member sets to support functions

        Set Up Drill-Through Reports

        • Navigate from a specific report to a target report
        • Drill down to greater detail and then navigate to target report
        • Navigate between reports created using different data sources

        End-to-End Workshop

        • Review concepts covered throughout the course
  • IBM Cognos Workspace Advanced Author Self-Service Reports (V10.2.2) - SPVCOpen or Close

    Description

    • This course will develop the skills participants will need to use IBM Cognos Workspace Advanced to create effective reports with relational and dimensional data. Through interactive demos and workshops, this course will present topics related to creating reports with IBM Cognos Workspace Advanced for the business author.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have knowledge of your business requirements.

      Topics

        Examine IBM Cognos Workspace Advanced

        • Identify the user interface components of IBM Cognos Workspace Advanced
        • Launch IBM Cognos Workspace Advanced
        • Examine report templates
        • Determine browser options

        Create a Report using Relational Data

        • Explain relational data
        • Explain object types
        • Define report layouts
        • Add data query items
        • Use calculations

        Create a Report using Dimensional Data

        • Define Dimensional Data
        • Define Dimensionally-Modeled Relational (DMR) data
        • Explore hierarchies with drill down and drill up
        • Identify sets
        • Define a Financial Report layout

        Sort and Group Your Data

        • Define sorting
        • Explain aggregated data
        • Discuss grouping data
        • Discuss dividing data into sections

        Filter Your Data+B20

        • Discuss suppression options
        • Discuss filtering data
        • Discuss filtering aggregated data

        Highlight and Visualize Report Data

        • Explain query item properties
        • Discuss formatting objects
        • Discuss conditional styles
        • Explain RAVE visualizations

        Integrate External Data

        • Define external data
        • Discuss security permissions for user access to external data capability
        • Discuss steps to integrate external data
        • Discuss mapping data
        • Explain how to link external data
        • Discuss data attributes

        Analyze Data Using Charts and Graphs

        • Discuss data analysis processes
        • Explain types of reports and best practice for report analysis

        Integrate Cognos Workspace Advanced with other BI Tools

        • Discuss Report Studio functionality that can add additional value to meet business needs
        • Discuss integration of Cognos Workspace Advanced within Cognos Workspace

        Appendix A. Overview of IBM Cognos BI (Optional)

        • Describe IBM Cognos BI and Financial Performance Management
        • Describe IBM Cognos BI components
        • Describe IBM Cognos BI architecture at a high level
        • Define IBM Cognos groups and roles
        • Explain how to extend IBM Cognos
  • IBM Cognos Report Studio Author Active Reports (V10.2.2) - SPVCOpen or Close

    Description

    • This course is designed to guide professional report authors in incorporating interactivity and disconnected functionality to reports using active report controls.
    • Through interactive demos and workshops, participants will learn how to author reports with interactive content, as well as reports optimized to work on mobile devices, or in disconnected environments.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

      You should have:

      • Basic understanding of IBM Cognos Report Studio and report authoring

      Topics

        Introduction to IBM Cognos Active Reports

        • Explain active reports and their value
        • Save active reports
        • Create active report templates
        • Convert existing reports to active reports
        • Explain security considerations in active reports
        • Debug active report behavior
        • Use active report content in Cognos Workspace

        Use Active Report Connections

        • Describe active report connections
        • Apply Filter and Select behavior to active report controls
        • Modify the interactive behavior of report controls
        • Identify active report controls and variables in a report
        • Use variables to control multiple controls independently
        • Control multiple controls from a single variable
        • Author and optimize active reports for mobile consumption

        Active Report Charts and Decks

        • Describe characteristics of traditional charts in active reports
        • Control data display using decks and data decks
        • Use decks and data decks to display traditional charts
        • Optimize decks for performance
        • Describe characteristics of RAVE Visualizations
  • IBM Cognos Workspace: Create Workspaces (V10.2.1)Open or Close

    Description

    • IBM Cognos Workspace: Create Workspaces (V10.2.1) is a 4 hour WBT that is designed to introduce consumers to business scenarios and best practices around viewing and creating workspaces in IBM Cognos Workspace.
    • Through interactive demos and learning activities, this course will give participants an in-depth view of working with workspaces in an enterprise environment.
    • If you are enrolling in a Self Paced Virtual Classroom or Web Based training course, before you enroll, please review the Self-Paced Virtual Classes and Web-Based training Classes on our Terms and Conditions page, as well as the system requirements, to ensure that your system meets the minimum requirements for this course.
    • http://www.ibm.com/training/terms

    Prerequisits

    • Knowledge of your business requirements
    • Experience using basic Windows and Web functionality
    • Completion of IBM Cognos BI for Consumers(V10.2) WBT or working knowledge of IBM Cognos Connection

    Topics

      • Explore, Navigate, and Create Workspaces
        • Identify the components of IBM Cognos Workspace
        • Create a workspace using report parts
        • Align and rearrange report widgets
        • Cut, copy, and paste widgets.
        • Enhance a workspace with images, titles, and web objects
      • Focus the Data in Your Workspace
        • Use prompts, local filters and global filters
        • View the Information bar
        • Perform drill up and down
        • Set up and perform a Go To from your workspace to a data related report
      • Organize the Data in Your Workspace
        • Search for data
        • Create calculations
        • Display data in report widgets
        • Convert a crosstab to a chart
      • Communicate the Data in Your Workspace
        • Export a report part
        • Create annotations
        • Collaborate on workspaces with your colleagues
        • Create watch rules
      • Access Functionality Based on Access Rights
        • Consume workspaces based on access rights
        • Interact with workspaces based on access rights
        • Assemble workspaces based on access rights
        • Embedding and customizing workspaces