Technologies / Data & Analytics

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.

Why choose this training?

In today’s rapidly evolving IT landscape, technical competencies have become a critical asset. This course is designed to teach modelers how to build a complete model in IBM Planning Analytics using Architect.

This training delivers comprehensive knowledge in technology, enabling participants to immediately apply acquired skills in their professional work.

What makes our approach unique?

At EITT, we believe the best learning happens through practice. Over 5 days of intensive training, participants work on real-world examples and scenarios, ensuring not only theoretical understanding but practical application skills.

With over 2,500 trainings in our portfolio and a 4.8/5 participant rating, EITT is a trusted partner in IT competency development for organizations of all sizes. Our trainers are experienced practitioners who share up-to-date knowledge and proven solutions.

Looking for training tailored to your team’s needs? Contact us — we’ll prepare a program customized to your requirements.

Prerequisites

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

Training program

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

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

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

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

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

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

Delivery Methods

Online

Convenience of participating from anywhere
Interactive live sessions with trainer
Materials available for 30 days
No travel costs

On-site

Direct contact with trainer and group
Intensive hands-on workshops
Networking with other participants
Full focus on learning

Frequently asked questions

What are the prerequisites for this training?

For IBM Planning Analytics: Design and Develop Models in Architect (v2.0) we recommend: 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.

What is the format and duration of this training?

The training lasts 5 days and is available in online and on-site format. Sessions run from 9:00 AM to 4:00 PM. We can also customize the schedule to fit your team's needs.