Essentials for IBM Cognos TM1 (V9.5) is a five-day, instructor-led course that teaches modelers basic techniques for building a TM1 model, and how to support the model by creating reports, templates and applications. Through hands-on workshops, you will first use an existing model to create subsets, filters, and views that let you easily analyze data relevant to you, create and format reports and templates, and make TM1 data available on the Web. Next, you will build and populate a TM1 model by creating dimensions, cubes, and rules, and loading data into it. You will also create, deploy and use managed planning applications that enable users to contribute to plans and forecasts on the Web using controlled workflow.
Dostupnost tohoto kurzu v zahraničí
Kurz je určen pro:
This basic course is for Modelers who, in addition to building models, need to create reports, templates, and applications for themselves and others
Předpokládané znalosti:
You should have:
- Basic knowledge of OLAP
- Significant experience with Excel spreadsheets (functions, macros, etc.)
- Understanding of the metrics and drivers of your business
Obsah:
A1: Examine TM1 Components
- Review financial performance management
- Identify the TM1 user community
- Describe the components of TM1
A2: Browse Data in a Cube
- List the components of a cube
- Create a new view of the data
- Stack, swap and filter dimensions in a cube
- Use drill capabilities to focus the data
A3: Focus Your Analysis using Subsets
- Use aliases in subsets
- Filter subsets
- Differentiate between static and dynamic subsets
- add user-defined consolidations
A4: Contribute Data
- edit individual cells
- store private data in sandboxes
- spread data to multiple cells at once
- exclude cells from being adjusted
- enter data quickly using shortcuts
A5: Work with Spreadsheets
- Differentiate between a slice and a snapshot
- Use a classic slice and an Active Form
- Manage TM1 data through Excel
A6: Create Dynamic Reports with Active Forms
- Create interactive reports and data input templates using Active Forms
- Customize Active Forms using TM1 Functions
- Apply formatting to Active Forms
A7: Organize and Distribute Results
- use TM1 applications to organize reports
- publish content to the Web
- access content using TM1 Web
D1: Configure a TM1 server
- Define a TM1 server
- Modify a configuration file
D2: Create Dimensions
- Create dimensions manually
- Create dimensions using Turbo Integrator
D3: Build Cubes and Views
- Discuss cubes and data points
- Create cubes
- Create and use a pick list
D4: Load and Maintain Data
- Create processes to load data
- Create a process to delete data in a cube
- Create processes to update and maintain models
D5: Add Business Rules
- Discuss a rule
- Construct rules for elements or consolidations
- Use functions in rules
- Populate a pick list with a rule
D6: Optimize Rule Performance
- Discuss consolidations and sparsity
- Enhance performance using SKIPCHECK
- Use Feeders to optimize aggregations
D7: Transfer Data into Your Model Using Scripts
- Review Advanced tabs in Turbo Integrator
- Load, export, and move data
- Use logic in scripts
- Construct chores
D12: Introduction to Managed Planning Applications
- Review the purpose and benefits of a managed planning application, and supported platforms
D13: Contribute Data to Managed Planning Applications
- Access a Managed Planning Applications
- Identify user roles and workflow states
- Enter data using shortcuts and spreading
- Submit and reject data
D14: Create and Deploy Planning Applications to the Web
- Create a Managed Planning Application
- Apply security to Managed Planning Applications
- Examine design techniques and best practices
DB: Integrate with IBM Cognos 8 BI
- Integrate TM1 cubes within a Cognos 8 Business Intelligence (BI) environment
- Integrate IBM Cognos TM1 in Cognos 8 BI portals
DE: Identify Common Data Structures
- Examine core model design principles
- Identify the basic tasks required to create a TM1 model and deploy it
Optional Modules
The following modules are not intended to be taught in class, but may be covered if time permits. You can access eLabs for 30 days after the course is complete to work on any module. This lets you work with the configured products and student data by remotely accessing images using just a Web browser. While your time on eLabs is independent and not supported by an instructor, we encourage you to visit the TM1 forum on the Learner Portal to post and answer questions and learn more about TM1 from other participants.
A8: Analyze Data in TM1 Web
- View and manipulate a TM1 Web Sheet
- Stack and swap dimensions in a cube view
- Create a new cube view
- Graph data in a cube view
- Use drill capabilities to focus the data
- Print and save cube view as an Excel file or PDF
A9: Edit Subsets in TM1 Web
- Build simple and complex subsets in TM1 Web
- Create Custom Consolidations in TM1 Web
AA: Enhance Report Presentation
- Use Action buttons to enhance functionality in Excel and TM1 Web reports
- Add worksheet controls to change the presentation of data
- Add a customized menu
D8: Customize Drill Paths
- Create a Drill Process
- Create a Drill Assignment Rule
D9: Using Rules for Advanced Modeling
- Discuss virtual cubes
- List uses for lookup cubes
- Create and use a spread profile cube
- Implement moving balances in a cube
D10: Convert Currencies
- Discuss currency challenges
- Create currency dimension
- Create currency cube
- Create rules for currency conversion
D11: Model for Different Fiscal Requirements
- Discuss time considerations
- Use discrete time dimensions
- Implement a continuous time dimension model
DA: Define Workflow
- Configure TM1 for Workflow
- Install Workflow
- Create Workflow processes
- Use Workflow toolbars to review versions
DC: Design for Reporting
- Organize content in TM1 using application folders
- Use Action buttons to enhance functionality in Microsoft Excel and TM1 Web reports
- Add worksheet controls to change the presentation of data
DD: Optimize and Tune TM1 Models
- Identify characteristics of large models
- Discuss strategies to improve model performance
