Training IBM Planning Analytics: Design and Develop Models in Architect (v2.0)

This course is designed to teach modelers how to build a complete model in IBM Planning Analytics using Architect. Through a series of lectures and hands-on exercises, students will learn how to configure 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 to the IBM Planning Analytics model, including how to use TurboIntegrator scripts to perform data transfers. In addition, the course shows how to customize drill paths, convert currencies, model various fiscal requirements and deploy IBM Planning Analytics applications on the web.

Modelers

1: Overview of IBM Planning Analytics

– Overview of Financial Performance Management
– Define IBM Planning Analytics’ position in the performance management system
– Describe IBM Planning Analytics components and architecture
– Describe the basics of the TM1 server
– Describe basic modeling concepts

2: Creating dimensions

– Description of cubes and dimensions
– Creating dimensions manually
– Editing dimensions
– Creating dimensions with TurboIntegrator

3: Creating cubes and views

– Description of cubes and data points
– Creating cubes
– Constructing data views in cubes
– Creating and using selection lists

4: Loading and maintaining data

– Identify data sources
– Create processes to load data
– Create processes to delete data in the cube
– Create processes to update and maintain the model

5: Adding business rules

– Rule description
– Constructing rules for elements or consolidations
– Using functions in rules
– Optimizing rule performance
– Describing rules in a rule spreadsheet

6: Optimize rule performance

– Description of consolidation and rarefaction
– Improving consolidation performance with SKIPCHECK
– Using FEEDERS to optimize aggregation
– Checking the accuracy of rules and feeders

7: Transferring data to the model

– Description of the Advanced tab in TurboIntegrator
– Loading custom data into a cube
– Adding a subset to a dimension
– Using logic in scripts
– Exporting data to ASCII
– Transferring data between versions
– Constructing responsibilities

8: Adjusting the drilling path

– View related data
– Create drill process
– Create drill assignment rule
– Edit drill process

9: Using advanced modeling rules

– Description of virtual cubes
– Listing the use of search cubes
– Creating and using a distributed profile cube
– Introducing a moving weight in the cube

10: Convert currencies

– Description of currency challenges
– Creating a currency dimension
– Creating a currency cube
– Creating currency conversion rules

11: Model for different fiscal requirements

– Identify time issues
– Use discrete time dimensions
– Implement a continuous time dimension model

12: Implementing IBM Planning Analytics Applications

– Explanation of application types
– Accessing IBM Planning Analytics
– Creating a new application
– Setting up available clients
– Applying security to the application
– Activating and deactivating the application

Appendix A: Optimizing and Tuning Models
– Identify features of large models
– Describe strategies to improve model performance

Appendix B: Identify Common Data Structures
– Identify features of operational databases and reporting
– Discuss online analytical processing (OLAP)
– Examine basic model design principles
– Identify basic tasks required to create an IBM Planning Analytics model and implement it

• Understanding the metrics and drivers of your business
• Significant experience using 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
• IBM Planning Analytics Community
• IBM Planning Analytics YouTube Channel