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Official IBM Enterprise Performance Management

IBM Cognos Planning: Overview (V10.1) - P8106G

Audience

This introductory course is perfect for Administrators and Project Managers seeking an overview of business planning using IBM's Cognos Planning.

Prerequisites

There are no prerequisites for this course.

Duration

2 days. Hands on.

Course Objectives

This course provides delegates with a comprehensive overview of the IBM Cognos Planning solution. Attendees will learn the purpose and benefits of each Planning component and understand what is involved in creating a Planning Analyst model, and creating a Planning Contributor application based on a model.

Delegates will perform a number of hands-on demos and workshops whilst learning the essentials of building a Planning solution.

Course objectives include:

  • Introduce IBM Cognos Planning Analyst.
  • Create D Lists and D Cubes.
  • Load Data.
  • Introduce IBM Cognos Planning Contributor Administration.
  • Build an IBM Cognos Planning Contributor Application.
  • Manage Workflow and Web Application Activities.

Course Content

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.

Introduction to IBM Cognos Planning Contributor Administration
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 Planning Contributor solution.

Build an IBM Cognos Planning 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 wizardSpecify 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 IBM 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.

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