IBM Cognos Planning Courses

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This course has been designed to give maximum learning and development capabilities to Administrators of the IBM Cognos Analyst 10. This three-day course is based on a Profit & Loss case study enabling trainees to gain great understanding of fundamental building blocks, best practices and techniques which they can then relate back to in their own business environment.

Prerequisites: Good understanding of Excel. An understanding of your Business Requirement's, metrics and drivers.

• Introduction to IBM Cognos Planning within the IBM Cognos Modeler Suite
• Build a P&L, Forecast Statement, including Revenue, Salary and Overhead Costs and Depreciation
• Build fundamental building blocks
• Libraries, D-List, D-Cubes and D-Links
• Create basic, advanced and complex calculations
• Basic and advanced D-Links
• Allocation Methods
• Update and maintain models
• Macros, automation
• Best practice naming conventions
• Understand and import data from external sources
• Understand and build Timescale Dimensions
• IBM Cognos Security
• Renaming, moving, adding and deleting Analyst objects in your model
• User, Library, D-List and D-Cube security
• Exporting data from D-Cubes
• Analyst Object Administration and Maintenance
• Proportioning data
• Time and Weighted Averages

BSG Training - delivering ICT Training Solutions for you

This course has been designed to give maximum learning and development capabilities to Administrators of the IBM Cognos Planning Analyst, Manager and Add-In for Excel 10. This four-day course is based on a Profit & Loss case study enabling trainees to gain great understanding of fundamental building blocks, best practices and techniques. On the fourth day trainees will look at Reporting and Flowcharting data within IBM Cognos Planning Manager and Add-In for Excel.

Prerequisites: Good understanding of Excel. An understanding of your Business Requirement's, metrics and drivers.

• Introduction to IBM Cognos Planning within the IBM Cognos Modeler Suite
• Build a P&L, Forecast Statement, including Revenue, Salary and Overhead Costs and Depreciation
• Build fundamental building blocks
• Libraries, D-List, D-Cubes and D-Links
• Create basic, advanced and complex calculations
• Basic and advanced D-Links
• Allocation Methods
• Update and maintain models
• Macros, automation
• IBM Cognos Security
• Renaming, moving, adding and deleting Analyst objects in your model
• User, Library, D-List and D-Cube security
• Exporting data from D-Cubes
• Analyst Object Administration and Maintenance
• Proportioning data
• Time and Weighted Averages
• Timescale Dimensions

• Best practice naming conventions
• Understand and import data from external sources

BSG Training - delivering ICT Training Solutions for you

This course has been designed to give maximum learning and development capabilities to Administrators of the IBM Cognos Planning, Manager and Add-In for Excel 10. This one-day course enables trainees to gain great understanding and get hands on building Reports and Flowcharting data within IBM Cognos Planning Manager and Add-In for Excel.

Prerequisites: Attendees should have previously attended the 3 day IBM Cognos Planning Analyst Design and Build Models course.

• Design and create flow charts of Analyst Models
• Create buttons to update Analyst processes
• Design and link flow chart buttons to external objects
• Create tables, charts and graphs
• Design and customise report pages

• Build Microsoft Excel D-Cube views
• Update and refresh Microsoft Excel D-Cube views
• Create Microsoft Excel Pivot Tables from D-Cube views
• Create templates for data entry
• Format and customise Microsoft Excel Spreadsheets
• Batch Printing

BSG Training - delivering ICT Training Solutions for you

This course has been designed to give maximum learning and development capabilities to Administrators of the IBM Cognos Analyst 10. This one-day course expands on attendee's knowledge from our 3 day Analyst course to extend the P&L model created in this course into an integrated P&L, Balance Sheet and Cash Flow. Trainees will build, D-Lists, D-Cubes and D-Links associated with a basic Balance Sheet and Cash flow design, once complete trainees will be able to use their knowledge and relate it back to their business environment.  

• Case study Balance Sheet and Cash Flow Model
• Understand and use Advanced functionality of IBM Cognos Planning Analyst
• D-Cubes
• D-Links
• Modes Types
• Allocation Tables
• BIF's
• Conditional Formulas

BSG Training - delivering ICT Training Solutions for you

This course has been designed to give maximum refresher learning capabilities to Administrators of the IBM Cognos Planning Analyst, Manager and Add-In for Excel 10. This one day refresher course is based on a Profit & Loss case study enabling trainees to refresh their understanding of fundamental building blocks, best practices and techniques used to create a maintain models. This course is ideal for those who have not used IBM Cognos Planning for some time. The course can be tailored to your individual requirements by choosing a combination of modules from our four-day course. If you would like to discuss further the modules covered in the course please do not hesitate to contact us to discuss your individual requirements.

Prerequisites: Previous knowledge and understanding of IBM Cognos Planning Analyst, Manager and Add-In for Excel. Previous experience of building or maintain models.

• Introduction to IBM Cognos Planning within the IBM Cognos Modeler Suite
• D-List, D-Cubes and D-Links
• Best practice naming conventions
• Basic, advanced and complex calculations
• Advanced D-Links
• Allocation Methods
• Update and maintain models
• Macros, automation
• Renaming, moving, adding and deleting Analyst objects in your model
• User, Library, D-List and D-Cube security
• Exporting data from D-Cubes
• Analyst Object Administration and Maintenance
• Proportioning data
• Time and Weighted Averages
• Timescale DimensionsUnderstand and import data from external sources

• Design and create flow charts of Analyst Models
• Create buttons to update Analyst processes
• Design and link flow chart buttons to external objects
• Create tables, charts and graphs
• Design and customise report pages

• Build Microsoft Excel D-Cube views
• Update and refresh Microsoft Excel D-Cube views
• Create Microsoft Excel Pivot Tables from D-Cube views
• Create templates for data entry
• Format and customise Microsoft Excel Spreadsheets
• Batch Printing

BSG Training - delivering ICT Training Solutions for you

This course has been designed to give maximum learning and development capabilities to Administrators of the IBM Cognos Planning Contributor 10. This two-day course is based on a pre- built Analyst model case study enabling trainees to gain great understanding of developing and deploying Planning Contributor Applications. The course looks at fundamental administration tasks, setting up security, importing and publishing Planning Contributor data. Users will learn skills they can relate back to their own IBM Cognos Models.

Prerequisites: Attendees should be proficient Administrators of IBM Cognos Planning Analyst, or have previously attended the 3 day IBM Cognos Planning Analyst Design and Build Models course.

• Introduction to IBM Cognos Contributor and its role within IBM Cognos Planning
• Understand the IBM Cognos Planning Architecture
• Best Practice Model Design
• Review the pre-built IBM Cognos Analyst Model
• Contributor Application Wizard
• Define and create best practice e. List and user rights
• Create User, Groups and Roles within IBM Cognos Content
• Web Client Configuration - Design and customise application layout, orientation and navigation for users.
• Access Tables
• GTP - Making the Contributor Application live
• Web Application Navigation for End Users
• Entering Data, Menu Functions & Short Cuts
• Understanding Workflow States, Submitting and Rejecting data
• Contributor, Application and System Links
• Linking Contributor to external source files
• Planner Only Cubes
• Data Validations
• Publishing Data out of Contributor
• Macros
• Contributor Add-In for Excel

BSG Training - delivering ICT Training Solutions for you

This course has been designed to give maximum learning and development capabilities to End Users of IBM Cognos Planning Contributor 10. This one-day course is based on a pre- built Contributor model case study enabling trainees to gain great understanding of the Planning Contributor Web application. The course will enable trainees to get hands on to access and navigate around the Web grid as well as learn various data entry techniques, import, export, save and submit data. Understand the different End User roles; Planning Contributors and Reviewers. Manage workflow and create their own application views.

• Introduction to IBM Cognos Contributor and its role within IBM Cognos Planning, Navigation around IBM Cognos Connection
• Navigation around IBM Cognos Contributor Web
• Defining users roles
• Reviewing, saving and submitting data
• Understand Workflow states
• Inputting data
• Importing data using system and local links
• Exporting data to Microsoft Excel

BSG Training - delivering ICT Training Solutions for you

Working on a pre-built IBM Cognos TM1 model you will learn how to analyse and enter data in TM1. Create and customise reports and templates and contribute to plans. Enter and review data in Microsoft Excel and on the Web. Communicate with TM1 to create reports and forms in Microsoft Excel.

Prerequisites: Good understanding of Excel. An understanding of your Business Requirements, metrics and drivers.

• Introduction to the TM1 Solutions
• Getting to know the TM1 user Interfaces
• Connect to TM1
• Explore the Task Pane
• Compare TM1 Perspectives and PAx
• Cube views and data
• Create and understand Subsets
• Search metadata
• Utilise Levels / Members
• Spread data
• Create Explorations
• Report types: Quick, Custom, List, Dynamic
• Convert reports
• Explore Edit MDX option
• Multiple hierarchy reporting
• Utilise an Action Button
• Run a process
• TM1 formulas in Microsoft Excel
• Sandboxing
• Publish content to TM1 server

• Overview of TM1 Web
• Create views and subsets
• Charting

• Discuss application types
• User, roles and workflow states
• Data entry and shortcut keys
• Data spreading
• Submit and Reject

• Import a spreadsheet
• Create a dashboard from a TM1 server
• Filter data
• Arrange widgets
• Chart palettes