Training Courses

 Please find below details of all our available training courses. We have training centres in London, Manchester, Belfast, Weybridge, Edinburgh, Birmingham and Southampton.

  • IBM Cognos TM1 10 Design & Build Models

    Duration: 3 Days

    This course has been designed to give maximum learning and development capabilities to Administrators of the IBM Cognos TM1 10.2. 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.

     

    Course Outline:

    • Introduction to IBM Cognos TM1
    • Performance Modeler & its components
    • Build a Profit and Loss Model
    • Understand and create Servers, Dimensions, Cubes, Links, Processes and Chores
    • Create and use Pick Lists
    • Understand and Build Timescale Dimensions
    • Weighted and Time Averages
    • Understand and create Rules, SKIPCHECK and FEEDERS
    • Basic and Advanced Link Types
    • Automating Processes
    • Update and Maintain Models
    • IBM Cognos Security
    • Data Flow Diagrams
    • Integrated Scorecards
    • Best Practice Naming Conventions
    • Creating, basic, advanced and complex calculations
    • Dimension Functions
    • Dimension Formatting
    • Dynamic and Static Subsets
    • Guided Imports from External Data Sources
    • Data Spreading
    • Cube Calculations

    TM1 Applications

    • Application Types
    • Creating the IBM Cognos TM1 Application
    • Application Navigation
    • Application Workflow States
    • Applying Security
  • IBM Cognos TM1 10 Design & Build Models in Architect

    Duration: 3 Days

    This course has been designed to give maximum learning and development capabilities to Administrators of IBM Cognos TM1 10.2.2 Architect. 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. The course will also introduce to the Administrator the power of IBM Cognos TM1 Performance Modeler and TM1 Applications.

    Course Outline:

    • Introduction to IBM Cognos TM1 Architect & its components
    • Dynamic and Static Subsets
    • Understand and create Rules, SKIPCHECK and FEEDERS
    • Best Practice Naming Conventions
    • Rule Functions
    • Modelling Time
    • Automating Processes
    • Update and Maintain Models
    • IBM Cognos Security
    • Data Spreading
    • ETL Functionality using Turbo Integrator
    • Understand and create Servers, Dimensions, Cubes, TI Processes and Chores
    • Build a Profit and Loss Model

    Performance Modeler

    • Introduction to IBM Cognos TM1 Performance Modeler
    • Links and Cube Calculations
    • Adding Dimensions to Cubes in Performance Modeler

    TM1 Applications

    • Application Types
    • Creating the IBM Cognos TM1 Application
    • Application Navigation
    • Application Workflow States
    • Applying Security
  • IBM Cognos TM1 10 Share and Analyse Data

    Duration: 2 Days

    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.

    Course Outline:

    • Introduction to the TM1 Solutions
    • Getting to know the TM1 User Interfaces
    • TM1 Perspectives
    • Cube Views and Data
    • Create and Understand Dimension Subsets
    • Data Spreading
    • Snapshot to Microsoft Excel
    • Slice to Microsoft Excel
    • Sandboxing
    • Printing Wizard
    • Action Buttons
    • Charts
    • Overview of TM1 Web
    • Dynamic Reports and Active Forms
    • TM1 Formulas in Microsoft Excel

    TM1 Applications

    • Different Application Types
    • User, Roles and Workflow States
    • Data Entry and Shortcut keys
    • Data Spreading
    • Submit and Reject
    • Populate an application using data from IBM Cognos Insight

    IBM Cognos Insight

    • Different Application Types
    • User, Roles and Workflow States
    • Data Entry and Shortcut keys
    • Data Spreading
    • Submitting and Reject Data
    • Populate an application using data from IBM Cognos Insight
  • IBM Cognos TM1 9.5.2 Design & Build Models

    Duration: 3 days

    This course has been designed to give maximum learning and development capabilities to Administrators of the IBM Cognos TM1 9.5.2. 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, knowledge of TM1 or OLAP would be advantageous. An understanding of your Business Requirement's, metrics and drivers.

    Course Outline:

    • Introduction to IBM Cognos TM1 Performance Modeler & its components
    • Build a Profit and Loss Model
    • Understand and create Servers, Dimensions, Cubes, Links, Processes and Chores
    • Dynamic and Static Subsets
    • Understand and create Rules, SKIPCHECK and FEEDERS
    • Best Practice Naming Conventions
    • Rule Functions

     

    • Modelling Time
    • Automating Processes
    • Update and Maintain Models
    • IBM Cognos Security
    • Data Spreading
    • ETL Functionality using Turbo Integrator
  • IBM Cognos TM1 9.5.2 Share and Analyse Data

    Duration: 1 Day

    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.

    Course Outline:

    • Introduction to the TM1 Solutions
    • Getting to know the TM1 User Interfaces
    • TM1 Perspectives
    • Cube Views and Data
    • Create and Understand Dimension Subsets
    • Data Spreading
    • Snapshot to Microsoft Excel
    • Slice to Microsoft Excel

     

    • Sandboxing
    • Printing Wizard
    • Action Buttons
    • Charts
    • Overview of TM1 Web
    • Dynamic Reports and Active Forms
    • TM1 Formulas in Microsoft Excel

  • IBM Cognos Business Intelligence Framework Manager Metadata Modelling

    Duration: 2 Days

    This course has been designed to give maximum learning and development capabilities to Developers who are responsible for designing and maintaining metadata models in Framework Manager. This two-day course will enable trainees to get hands-on using a pre-defined database to learn how to connect and create packages ready for end user reporting and analysis. Throughout the course you will learn the design tools, techniques and security of modelling metadata from initial requirement gathering to publishing a package to the Web.

    Course Outline:

    Overview of the IBM Cognos component structure

    • Examine and discuss operational and reporting databases
    • Examine relational and dimensional data sources

    Requirement gathering

    Building a new Project

    • Import data and additional metadata
    • Explore the Framework Manager interface
    • Recognise Facts and Dimensions and change data types

    Organise a Project

    • Define relationships between Query subjects
    • Understand cardinality

    Create a Modelling Layer Namespace

    • Merge query subjects
    • Hide, rename and move objects
    • Add calculations
    • Auto layout and launch Content Explorer
    • Create a Reporting Layer Namespace

    Filters and prompts

    • Create stand alone and embedded filters to a model
    • Add a parameterised filter to a model

     

    Set Determinants

    Dimensional data

    • Create a dimensional layer
    • Use DMR to create Regular and Measure Dimensions
    • Define members and unique names
    • Identify changes that impact a MUN

    Security

    • Add package security
    • Add object security
    • Add data security

    Build a Package

    • Define package contents
    • Analyse Publish impact
    • Vendor specific functions

    Parameter Maps

  • IBM Cognos Business Intelligence Query and Analysis Studio Ad-Hoc Reporting

    Duration: 1 Day

    This course has been designed to give maximum learning and development capabilities to Professional Report Authors of IBM Cognos Query and Analysis Studio 10.2.1. This one-day course is based on a pre-defined data package enabling trainees to learn report building techniques using relational and dimensional models. Trainees will work through hands-on demos and exercises in both studios to gain understanding of techniques for enhancing, customising and managing reports.

    Prerequisites: An understanding of your business requirements.

    • Introduction to IBM Cognos component structure
    • IBM Cognos Connection
    • Personalise your portal
    • IBM Cognos Query Studio
    • IBM Cognos Analysis Studio
    • IBM Cognos for Office
    • IBM Cognos CAFE
  • IBM Cognos Business Intelligence Authoring Professional Reports

    Duration: 3 Days

    This course has been designed to give maximum learning and development capabilities to Professional Report Authors of IBM Cognos Query, Analysis and Report Studio 10.2.1. This three-day course is based on a pre-defined data package enabling trainees to learn report building techniques using relational and dimensional models. Trainees will work through hands-on demos and exercises in all studios to gain understanding of techniques for enhancing, customising and managing reports, charts and dashboards. The course will also introduce trainees to IBM Cognos Insight.

    Course Outline:

    • Introduction to IBM Cognos component structure
    • IBM Cognos Connection
    • Personalise your portal
    • Introduction to IBM Cognos Query Studio
    • Introduction to IBM Cognos Analysis Studio
    • IBM Cognos for Office
    • IBM Cognos CAFÉ
    • Introduction to IBM Cognos Insight IBM Cognos Report Studio
    • Examine the Report Studio interface
    • Examine a pre-built report
    • Build List & Crosstab Reports using Relational Data

     

    • Create Charts & Visualizations
    • Filter Data
    • Build Calculations
    • Improve your report presentation
    • Build Crosstab Reports using Dimensional Data
    • Dimensional Functions
    • Mobile Analytics using Active Reports
    • External Data
    • IBM Cognos Workspace
    • IBM Cognos Workspace Advanced
  • IBM Cognos Business Intelligence Multi-dimensional Report Studio Authoring

    Duration: 2 Days

    This course has been designed to give maximum learning and development capabilities to Professional Report Authors of Multi-Dimensional Data using Report Studio 10.2.1. This two-day course is based on a pre-defined data package enabling trainees to build on their experience of report building techniques using dimensional datasets. Trainees will work through hands-on demos and exercises to gain understanding of authoring reports using dimensional data structures using the dimensional techniques and functions of Report Studio.

    Course Outline:

    • Introduction to IBM Cognos component structure.

    IBM Cognos Report Studio

    • Dimensional data package contents
    • Examine Dimensional & Relational Packages
    • Define Sets and use Members in reports
    • Create Crosstab reports
    • Understand drop zones in a Crosstab
    • Context of Dimensional data in reports
    • Dimensional data and prompting
    • Focus data in a report using various functions
    • Focus data in a report using a Slicer
    • Filter the report using a tree prompt
    • Advanced report techniques
    • Understand Master-Detail Relationships
    • Dividing a report into sections
    • Create page layers with context filters
    • Functions and Calculations
    • Navigate hierarchies using functions
    • Drill-through reports
    • Understand time-based functions

    IBM Cognos Workspace

    IBM Cognos Workspace Advanced

    Introduction to IBM Cognos Insight

  • IBM Cognos Business Intelligence Active Report Authoring

    Duration: 2 Days

    This course has been designed to give maximum learning and development capabilities to Professional Report Authors of IBM Cognos Report Studio Active Reports 10.2.1. This advanced two-day course will enable trainees to get hands-on using a pre-defined data package to build highly interactive reports that can be consumed on mobile devices, iPad and tablets. Throughout the two days you will learn the design tools and techniques to create and connect manually and automatically to controls such as, Data Button Bars and Decks. Learn the difference between Filter and Selection methods, and Master-Detail relationships with charts and multiple tabs to change how data is displayed.

    Prerequisites: An understanding of your business requirements.

    Course Outline:

    • Introduction to IBM Cognos Active Reports
    • Understand the purpose of Active Reports
    • Examine an existing report
    • Convert existing report to an Active Report
    • Learn about the various types of Static and Dynamic
      controls available
    • Build a basic report
    • Understand why renaming objects and reusing queries improves performance
    • Create Connections using Filter and Select
    • Learn about the various types of Controls available
    • Create Report Variables to link Controls to Report Objects
    • Create connections automatically and manually
    • Amend Interactive Behaviour and Variables
    • Convert Controls
    • Use Decks to create a multi-page Active Report
    • Use Data Decks
    • Understand Master - Detail relationships with Charts
    • Understand how to enable a Control based on
      another
    • Toggle Conditional Formatting to highlight exceptional data
    • Build stunning dashboards using multiple controls and objects
    • Set Default Values for Active Report Variables
    • Run and Download an Active Report offline

    Advanced features

    • Create cascading prompts
    • Use Visualizations to present data graphically
    • Learn how to access and download new Visualisations
    • Add animations and dynamic sorting
    • Interact with images to select/filter areas of a report
    • Understand how to use Images, Blocks and Tables for
    • Dashboard Style Presentation
    • Explode Chart Slices dynamically
    • Build Active Reports for Mobile devices
    • Drill down reports
    • Considerations when designing for iPad
    • Do's and Don'ts
    • Tips and trick such as Creating Scrolling Marquees
  • IBM Cognos BI Cube Designer: Design Dynamic Cubes 10.2.2

    Duration: 2 Days

    This course has been designed to give maximum learning and development capabilities to Professional users of IBM Cognos Cube Designer (V10.2.2). It provides delegates with introductory to advanced knowledge of how to model metadata for predictable reporting and analysis results using IBM Cognos Cube Designer. Delegates 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.

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

    Course Outline:

    • 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 Modelling 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 Modelling
    • Identify advanced modelling 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
    • Add animations and dynamic sorting
    • 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
  • IBM Cognos Analytics 11 – What’s New for the Analytics User Preview Course?

    Duration: 1⁄2 Day

    This course has been designed to give delegates a preview of the new features and functionality of IBM Cognos Analytics 11. This half day course is based on a pre-defined data package enabling delegates to learn report building techniques using relational and dimensional models. Trainees will work through hands-on demos and exercises to gain understanding of functionality and techniques for creating, customising and managing reports, charts and dashboards.

    Prerequisites: An understanding of your business requirements or knowledge of IBM Cognos Report Studio 10

    Course Outline: 

    Navigating the welcome screen

    • Set preferences
    • My content / Team content
    • Create a folder
    • Search facility
    • Content properties

    New Reports

    • Edit modes
    • Report package types
    • Icon
    • Toolbox
    • Object properties
    • Context menus
    • Build a list report
    • Add groups and totals
    • Report run formats
    • Foreign language reporting
    • Build chart report
    • View multi page report on tabs
    • Explore queries

     

    Focus Data

    • Add a report filter

    Import Data

    • Upload spreadsheet files

    Build a dashboard from uploaded data

    • Visualizations
    • Add text and images

    Subscribe to report versions

    • Notifications
    • Subscribe

     

  • IBM Cognos Analytics 11 – Report Authoring for the Analytics User

    Duration: 3 Days

    This course has been designed to give maximum learning and development capabilities to Professional Report Authors of IBM Cognos Analytics 11. This three-day course is based on a pre-defined data package enabling trainees to learn report building techniques using relational and dimensional models. Trainees will work through hands-on demos and exercises to gain understanding of techniques for enhancing, customising and managing reports, charts and dashboards.

    Prerequisites: An understanding of your business requirements

    Course Outline: Introduction, List Reports, Crosstab Reports and more....

    Visualize data with Charts

    • Charts Overview
    • Chart Properties
      1. Secondary Axis
      2. Exploded Slices
    • Query Explorer
      1. Additional Queries
    • Secondary Axis

    Filtering Data

    • Model Filters v Report specific filters
    • Detail and Summary filters
    • Auto-aggregation
    • Before and After
    • Apply Filters
    • Format Data

    Filtering data with Prompts

    • Parameters
    • Creating Prompts
    • Cascading Prompts

    Calculations

    • Query & Layout Calculations
    • Display parameterised filter results on report page

    Drill – Through Reports

    • Pass values from Source to Target reports

    Working with pages

    • Add a Page Set
    • Add additional pages
    • Report Reference
    • Tabbed Output

     Advanced Techniques

    • Link objects using Master – Detail relationship
    • Layout Component Reference
    • Repeater Table

    Conditional Styling

    Dimensionally Modelled Package Reporting

    • Package Icons
    • Members
    • Calculations
    • Overview of Dimensional Functions

    Active Reports

    • Controls & Variables
    • Connections & Interactive Behaviour
    • Control Enable
    • Add Images
    • Build an Active Report dashboard

     Dashboards

    • Create a dashboard
    • Templates
    • Modes
    • Themes
    • Add Media
    • Visualizations
    • Add visualizations to a dashboard
    • Convert visualizations
  • IBM Cognos Business Intelligence- Workspace Advanced for the Business Author

    Duration: 1 Day

    This course has been designed to give maximum learning and development capabilities to Business Authors of Workspace Advanced 10.2.1. This intensive one-day course is based on a pre-defined data package enabling trainees to develop their skills of report building techniques using relational and dimensional datasets. Trainees will work through hands-on demos and exercises to gain understanding of design techniques for authoring reports with IBM Cognos Workspace Advanced.

    Course Outline:

    • Introduction to IBM Cognos component structure.

    IBM Cognos Workspace Advanced

    • Build report using relational data sources
    • Build a list report
    • Add calculations and summaries
    • Group and sort data

    Build Crosstab reports using Dimensional Data

    • Explore drill through on a hierarchy
    • Filter dimensional data
    • Define and analyse sets of data

     Filters and prompts

    • Context filters
    • Prompt filters
    • Create page layers
    • Sorting data
    • Aggregated values

    Apply visual data formatting

    • Ancestor button
    • Conditionally formatted data
    • Create charts and visualisations

    Import External Data

    • When to use external data
    • External data considerations

    Interact with IBM Cognos Workspace

    • Overview
    • Build a dashboard
    • Display widgets
    • Charts
    • Prompts
  • IBM Cognos Insight

    Duration: 1 Day

    This course has been designed to give maximum learning and development capabilities to Business Analysts and end users of IBM Cognos Insight 10.2.1. This one-day course enables trainees to get hands-on with this desktop tool to import and analyse external data sources, create their own workspaces, explore charts and create IBM Cognos TM1 Cubes by connecting to an existing IBM Cognos TM1 server.

    Course Outline:

    • Explore the components of IBM Cognos Insight
    • Examine methods of importing data
    • Explore data
    • Create rules and calculations
    • Format and restructure Dimensions
    • Create charts
    • Use time roll ups

     

    • Export data
    • Enhance a Workspace
    • Distribute a Workspace
    • Distribute a Workspace for a wider audience
    • Contribute to a plan on an IBM Cognos TM1 server
    • Maintain a Workspace on an IBM Cognos TM1 server

  • 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

  • IBM Planning Analytics for Excel (PAx) Share and Analyse Data

    Duration: 1 Day

    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.

    Course Outline:

    Planning Analytics for Excel (PAx)

    • 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

    TM1 Web

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

    TM1 Applications

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

    IBM Cognos Insight

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

     

    Available at our training centres in London, Belfast, Weybridge, Birmingham, Bristol, Manchester and Edinburgh or as a closed course at your site

  • IBM Planning Analytics Workspace

    Duration: 1 Day

    In this course, you will learn about the individual components of PAW before implementing them in the design of a series of highly visual, dynamic dashboards.

    Course Outline:

    Navigate the IBM Planning Analytics welcome portal

    • Access Help
    • Search for content
    • Rename, Move, Delete content
    • Create a New Folder
    • Access Shared and Personal content
    • Filter & Sort your content
    • Create new Book / Open from Book Template 

    Explore the workspace portal

    • Toggle the Edit / Run mode
    • Refresh workspace
    • Save content
    • Undo
    • Share content
    • Add and rename a Tab
    • Explore and navigate data stored in TM1 Servers in the Data pane
    • Amend Tree Settings in the Data pane
    • Explore Bookmarks & Recently Visited content

    Manipulating a Cube View in a workspace

    • Rearrange an existing view / create a new view
    • Explore options in Set Editor to narrow the list of members
    • Quickly import content with What do you want to assemble? feature
    • Explore the widget actions
      • Snap Commands
      • Save
      • Swap Rows & Columns
      • Zero Suppression
      • Refresh
      • Sandbox
      • Collect
      • Duplicate
      • Remove
      • Edit
      • Visualizations
      • Hide Dimensions

    Insert other content on a workspace

    • Learn how to insert various objects into your workspace
      • Button
      • Text Item
      • Media
      • Webpage
      • Image
      • Shapes

    Properties

    • Explore objects properties to amend colour palettes and abbreviate values
    • General Properties
      • Themes
      • General Style
      • Synchronisation Scope
    • Widget Properties
      • General Style
      • Data Refresh
      • Synchronise
      • Set Editor
      • Visualization details
    • Filtering data
    • Add as Selector Widget
    • Convert to a slider / list

    Assemble Workspaces

    • Import Cube Views and Websheets
    • Use Collections feature to reuse content
    • Create Selector Widgets
    • Enhance a workspace with Visualizations such as Maps and Word Clouds

    Share

    • Share your content with other users

    Available at our training centres in London, Belfast, Weybridge, Birmingham, Bristol, Manchester and Edinburgh or as a closed course at your site

We run a number of public courses each month, our SCHEDULE showcases these dates.  Should you be looking for something a bit more bespoke to your requirements, or would like more information, please do not hesitate to CONTACT US