COGNOS PLANNING
COGNOS PLANNING provides
power and flexibility to create, compare, and evaluate business
scenarios, conditions, and assumptions. With Cognos Planning you can build consistent, interconnected business models
for organizations of any size. You can access current data to
assess fiscal performance, and proceed from the “what is”
to evaluate the “what if” scenarios critical for future
success. Analyst helps build enterprise-wide budgets and forecasts
quickly and efficiently for truly predictable enterprise planning.
- Cognos Planning - Analyst Model Building
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COGNOS PLANNING - ANALYST MODEL BUILDING
4-DAY COURSE WITH WORKSHOPS
Cognos 8 Planning – Analyst Model Building is a four-day,
instructor-led course that covers how to design and build models,
and create flowcharts of models to perform business planning.
Attendees will learn the data modeling process and participate
in hands-on demos and workshops that illustrate good model design
and best practice techniques while learning how to use the product.
| INTENDED
AUDIENCE |
PREREQUISITES |
| This course is
recommended for Application Administrators, Model Designers,
Data Analysts, and Business Subject Matter Experts. |
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It is recommended that you have
knowledge of:
- Your organization’s data and structure
- Microsoft Excel
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| TOPICS
COVERED |
Introduction to
Cognos
Planning - Analyst
- Examine components of the Cognos Planning solution
- Examine the main parts of an Analyst model
- Discuss libraries, D-Lists, D-Cubes and D-Links
- Create a library
Create D-Lists and D-Cubes
- Manually create and modify D-Lists
- Import D-List items from external sources
- 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
Enhance D-Lists and D-Cubes
- Prevent calculations on a D-List item
- Control user input using a formatted D-List
- Use Built-in Functions (BiFs) to calculate data
- Use time averages in a D-List
- Use weighted averages in a D-List Apply conditional
formulas to a D-List
Distribute Data
- Use a D-Cube to allocate data
- Summarize D-Cube data with Accumulation D-Links
- Format and customize Excel spreadsheets
- Update reports
- Examine batch printing
Illustrate the Model Using Cognos Planning - Manager
- Describe Cognos Planning - Manager
- Design reports
- Create a flowchart
- Link the flowchart to objects in Cognos Planning -
Analyst
- Create tables
- Create graphs
End to End Workshop
- Reinforce concepts learned throughout the course
- Populate a D-Cube based on text in the target D-Cube
using Lookup D-Links
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Create and Distribute
an Income Statement
- Determine requirements for building and populating the
income statement
- Discuss various methods of depreciation
- Calculate depreciation using a Built-in Function
- Export and Publish income statement data
Forecast Data
- Examine the Forecast Built-in Function
- Build a revised rolling forecast
- Use various methods to forecast data
Automate Processes
- Update structure and data using D-List & D-Cube
update links
- Create macros to automate the update process
- Discuss macros for performing other repetitive tasks
- Discover other macros and their parameters using Online
Help
Object Maintenance and Administration
- Use of Access Manager to authenticate users
- Add libraries
- Apply security to a library or object
- Add, remove, and modify objects
- Transfer data within a D-Cube
- Create copies of objects and libraries
- Set workspace size to maximize performance
Enhance Functionality Using the Excel Add-In
- Examine the Cognos Planning - Analyst Excel Add-In
- Build and Update views
- Create and use templates for data entry
- Design and build objects to create a cash flow statement
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COGNOS PLANNING – CONTRIBUTOR APPLICATION ADMINISTRATION
3-DAY COURSE WITH WORKSHOPS
Cognos Planning 8 - Contributor Application Administration
is a three-day, instructor-led course designed for Contributor
administrators. It will teach users how to build, deploy, and
administer Contributor applications into which potentially thousands
of contributors can enter data over the World Wide Web. In particular,
the course will cover developing the Contributor application (based
on a Cognos Planning - Analyst model), creating the Contributor
Web site, managing security, and performing administrative tasks,
such as importing data.
| INTENDED
AUDIENCE |
PREREQUISITES |
| EP Application
Administrators EP Business Subject Matter Experts EP Technical
Administrators EP Model Designers |
|
- Cognos Planning 8 - Analyst Model Building
- Knowledge of Microsoft Excel
Knowledge of your business' data and structure |
| TOPICS
COVERED |
- review of Corporate Performance Management (CPM) and
the components of Cognos Enterprise Planning
- designing and creating a Contributor application
- managing, importing, and exporting e.Lists, users, and
rights
- implementing security using Access Manager
- submitting, editing, and reviewing data in a Contributor
application (the contributor/reviewer cycle)
- creating help text and annotations for end users
- managing and monitoring jobs
- working offline
- synchronizing with Analyst
- importing data into Contributor
- transferring data between Analyst and Contributor
- using D-Links
- using extensions
- translating data
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