IBM Cognos Enterprise Planning

Drive efficiencies through your Enterprise Planning Systems, new user, advanced and refresher skill courses.

  • IBM Cognos Planning Analyst Design & Build Models

    Duration: 3 Days

    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.

    Course Outline:

    • 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
  • IBM Cognos Planning Analyst Manager & Add-In for Excel Design and Build Models

    Duration: 4 Days

    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.

    Course Outline:

    • 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

    Manager

    • Best practice naming conventions
    • Understand and import data from external sources
  • IBM Cognos Planning Manager & Add-In for Excel Flow Charts and Reporting

    Duration: 1 Day

    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.

    Course Outline:

    Manager

    • 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

    Add-In for Excel

    • 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
  • IBM Cognos Planning Analyst Balance Sheet and Cash Flow

    Duration: 1 Day

    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.

     

    Course Outline:

    • 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
  • IBM Cognos Planning Analyst Knowledge Refresher

    Duration: 1 day

    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.

    Course Outline:

    Analyst

    • 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

     

    Manager

    • 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

    Add-In for Excel

    • 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
  • IBM Cognos Planning Contributor Administer and Maintain Applications

    Duration: 2 Days

    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.

    Course Outline:

    • 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
  • IBM Cognos Planning Contributor Web Client Experience

    Duration: 1 Day

    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.

     

    Course Outline:

    • 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