Audience
This basic course is ideal for those needing an introduction to IBM's Cognos Planning Contributor.
Prerequisites
Delegates should have:
- Knowledge of their organization's data and structure
- Experience using a Web browser
Duration
1 day.
Course Objectives
After successfully completing this course delegates will have a solid understanding of the Planning Contributor Web application and be able to:
- Access and navigate the Contributor Workflow application.
- Efficiently enter data into the Web grid.
- Save and submit data in the Web grid.
- Describe the planner and the reviewer roles in Planning Contributor.
- Manage workflow.
- Take the grid offline.
- Import data to the grid and export data to Excel.
Course objectives include:
- Introduce the Cognos Planning Contributor
- Learn to import and export data
Course Content
Introduction to IBM Cognos Planning Contributor
Discuss the components of the IBM Cognos Planning solution.
Examine features of the Planning Contributor Web application.
Discover methods to enter data in the Planning Contributor Web grid.
Load and submit data in the Planning Contributor Web grid.
Participate in the Plan
Examine the user roles and workflow states.
Bounce users from the application.
Work offline.Import and Export Data
Export data to Excel workbooks.
Import data using system links.
Import data from external sources using local links.
Link to another Planning Contributor tab using local links.
Use the IBM Cognos Planning Contributor Add-in for Microsoft Excel (Optional)
Examine the Planning Contributor Add-in for Microsoft Excel.
Enter, save and submit Planning Contributor data using the add-in.
Modify the display of Planning Contributor data in Excel.
Annotate data in Excel.
Import and export data.