£2,950.00

Price for this course

5 HOURS

Duration

Classroom IBM

Delivery

Available dates


Mon22Mar 21 TO Fri26Mar 21

Where

Tech Data ILO UK
Connection details will be communicated separately
Instructor Led
Online

Code

TR-664808
Mon28Jun 21 TO Fri02Jul 21

Where

Tech Data ILO UK
Connection details will be communicated separately
Instructor Led
Online

Code

TR-664809

Overview

This course is designed to teach modelers how to build a complete model in IBM Planning Analytics using the Architect tool. Through a series of lectures and hands-on exercises, students will learn how to set up and verify dimensions, cubes, and views, manually enter data into these structures, and define the data that users can see. Students will also learn how to transfer data into the IBM Planning Analytics model, including the use of TurboIntegrator scripts to perform data transfer. In addition, the course outlines how to customize drill paths, convert currencies, model for different fiscal requirements, and deploy IBM Planning Analytics applications to the web.

Audience

Modelers

Prerequisites

Understanding of the metrics and drivers of your business
• Significant experience with Microsoft Excel spreadsheets (functions, macros, etc.)
• Basic knowledge of OLAP and IBM Planning Analytics
To gain this knowledge, visit the following websites:
• IBM Planning Analytics Learning Center at https://developer.ibm.com/clouddataservices/docs/ibm-planning-analytics/how-to
• IBM Planning Analytics YouTube Channel at https://www.youtube.com/channel/UCGYcFhVXoA29v8kSbspLudA/featured
• IBM Planning Analytics Community at https://www.ibm.com/communities/analytics/planning-analytics/

Objective

Please refer to course overview.

Course Outline

1: Overview of IBM Planning Analytics
• Review financial performance management
• Identify the IBM Planning Analytics position in a performance management system
• Describe the IBM Planning Analytics components and architecture
• Describe TM1 server fundamentals
• Describe fundamental modeling concepts
2: Create dimensions
• Describe cubes and dimensions
• Create dimensions manually
• Edit dimensions
• Create dimensions using TurboIntegrator
3: Build cubes and views
• Describe cubes and data points
• Create cubes
• Construct views of data in cubes
• Create and use a pick list
4: Load and maintain data
• Identify data sources
• Create processes to load data
• Create processes to delete data in a cube
• Create processes to update and maintain the model
5: Add business rules
• Describe a rule
• Construct rules for elements or consolidations
• Use functions in rules
• Optimize rule performance
• Describe rules in a rule worksheet
6: Optimize rule performance
• Describe consolidations and sparsity
• Enhance consolidation performance using SKIPCHECK
• Use FEEDERS to optimize aggregations
• Check the accuracy of rules and feeders
7: Transfer data into the model
• Describe the Advanced tabs in TurboIntegrator
• Load custom data into a cube
• Add a subset to a dimension
• Use logic in scripts
• Export data to ASCII
• Move data between versions
• Construct chores
8: Customize drill paths
• View related data
• Create a drill process
• Create a drill assignment rule
• Edit a drill process
9: Using rules for advanced modeling
• Describe virtual cubes
• List uses for lookup cubes
• Create and use a spread profiles cube
• Implement moving balances in a cube
10: Convert currencies
• Describe currency challenges
• Create a currency dimension
• Create a currency cube
• Create rules for currency conversion
11: Model for different fiscal requirements
• Identify time considerations
• Use discrete time dimensions
• Implement a continuous time dimension model
12: Deploy IBM Planning Analytics applications
• Explain the application types
• Access an IBM Planning Analytics application
• Create a new application
• Set the available clients
• Apply security in the application
• Activate and deactivate an application
Appendix A: Optimize and tune models
• Identify characteristics of large models
• Describe strategies to improve model performance
Appendix B: Identify common data structures
• Identify characteristics of operational and reporting databases
• Discuss Online Analytical Processing (OLAP)
• Examine core model design principles
• Identify the basic tasks required to create an IBM Planning Analytics model and deploy it



FAQs

What do I need to bring with me to my public class?

All required learning materials and equipment are provided in the classroom.

 

 

 

 

When do public training course fees have to be paid?

For public training classes payment must be received no later than three business days prior to the first day of class in order to remain in the class and confirm your seat. Failure to provide payment by this date may result in removal from the class, and/or late cancellation fees applied. You can submit payment in the form of a Purchase Order or credit card.

 

 

 

 

On-site (private) Course Pricing:

To find out more about On-site training e-mail us at enablement@agilesolutions.co.uk or call one of our offices.

 

 

 

 

What is the cancellation policy?

Requests for cancellations or date transfers need to be received at least ten (10) business days prior to the event start date in order to receive a full refund. If a cancellation or reschedule request is received less than ten (10) business days before the start date, the penalty of 100% of the cost of the course will be applied, resulting in no amount of the fee being refunded. Refunds will not be allowed for “no-shows” in our public training or IVA courses. This cancellation policy is strictly enforced.

 

 

 

 

What happens if Agile Solutions needs to cancel or reschedule a course?

Agile Solutions reserves the right to cancel events for any reason at any time. Cancellation liability for Agile Solutions, if Agile Solutions cancels the course, is limited to the return of course payment ONLY. Agile Solutions will not reimburse registrants for any other costs including but not limited to any travel cancellation fees or penalties, including airfare and hotel costs. PLEASE NOTE: If your registration status is either “Approved”, or “Pending Payment” you have not been confirmed for the class and it is recommended that you do not make any travel arrangements until you have received a confirmation e-mail letting you know the class and registration is confirmed.

 

 

 

 

How will I know if my course has been rescheduled?

Agile Solutions reserves the right to reschedule or cancel a course due to low enrollment or if necessitated by other circumstances. Agile Solutions will contact you via e-mail or phone to inform you of the change of schedule. Once you have been notified you may reschedule or receive a full credit. Agile Solutions shall not be liable for any other costs including but not limited to any non-refundable travel arrangements if a course is rescheduled or cancelled.