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IBM Planning Analytics: Design and Develop Models in Architect (v2.0) [ 5 DAYS]

Course Code : P8361G

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.

Modelers

Modelers

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/

Please refer to course overview.

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


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