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Essentials for IBM Cognos BI (version 10.2)

IBM Course Code: B5270CE

GK# 0054 Vendor# B5270G

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Course Overview

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Essentials for IBM Cognos BI (V10.2) is a blended offering consisting of five-days of instructor-led training and 21 hours of Web-based, self-paced training. This accelerated offering is intended for core project team members wishing to acquire a broad understanding of a Business Intelligence platform implementation. During the instructor-led segments, participants will perform hands-on demos and workshops that cover four essential topic areas: Modeling, Report Authoring, Workspace Advanced, and Administration of a BI platform. Throughout the instructor-led training, participants will be guided to more-in depth training offerings and paths leading to certification.

Outline

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Classroom Live Outline

1. Overview of IBM Cognos BI

  • Discuss IBM Cognos BI and Performance Management
  • Describe IBM Cognos BI components
  • Describe IBM Cognos BI architecture at a high level
  • Define IBM Cognos BI groups and roles
  • Explain how to extend IBM Cognos BI

2. Identify Common Data Structures

  • Define the metadata modeling role in IBM Cognos BI
  • Examine the characteristics of operational databases and databases designed for reporting
  • Examine dimensional data sources (OLAP, ROLAP, DMR)

3. Gather Requirements

  • Examine key modeling recommendations
  • Define reporting requirements
  • Explore data sources to identify data access strategies

4. Create a Baseline Project

  • Examine the IBM Cognos BI workflow processes
  • Define a project and its structure
  • Describe the Framework Manager environment
  • Create a baseline project
  • Enhance the model with additional metadata

5. Prepare Reusable Metadata

  • Identify facts and dimensions
  • Examine relationships, and data traps
  • Verify relationships and query item properties
  • Ensure efficient filters by configuring prompt properties

6. Model for Predictable Results: Identify Reporting Issues

  • Describe multi-fact queries and when full outer joins are appropriate
  • Describe how IBM Cognos BI uses cardinality
  • Identify reporting traps
  • Use tools to analyze the model

7. Model for Predictable Results: Virtual Star Schemas

  • Identify the advantages of modeling metadata as a star schema
  • Model in layers
  • Create aliases to avoid ambiguous joins
  • Merge query subjects to create as view behavior

8. Model for Predictable Results: Consolidate Metadata

  • Create virtual facts to simplify writing queries
  • Create virtual dimensions to resolve fact-to-fact joins
  • Create a consolidated modeling layer for presentation purposes
  • Consolidate snowflake dimensions with model query subjects
  • Simplify facts by hiding unnecessary codes

9. Calculations and Filters

  • Use calculations to create commonly-needed query items for authors
  • Use static filters to reduce the data returned
  • Use macros and parameters in calculations and filters to dynamically control the data returned

10. Implement a Time Dimension

  • Make time-based queries simple to author by implementing a time dimension
  • resolve confusion caused by multiple relationships between a time dimension and another table

11. Specify Determinants

  • Use determinants to specify multiple levels of granularity and prevent double-counting

12. Create the Presentation View

  • Identify the dimensions associated with a fact table
  • Identify conformed vs. non-conformed dimensions
  • Create star schema groupings to provide authors with logical groupings of query subjects
  • Rapidly create a model using the Model Design Accelerator

13. Create Analysis Objects

  • Define dimensionally modeled relational (DMR) metadata
  • apply dimensional information to relational metadata to enable OLAP-style queries
  • Define members and member unique names

14. Introduction to the Reporting Application

  • Examine Report Studio and its interface
  • Explore different report types
  • Create a simple, sorted, and formatted report
  • Explore how data items are added to queries

15. Create List Reports

  • Format, group, and sort list reports
  • Describe options for aggregating data
  • Create a multi-fact query
  • Create a report with repeated data

16. Focus Reports Using Filters

  • Create filters to narrow the focus of reports
  • Examine detail and summary filters
  • Determine when to apply filters on aggregate data

17. Create Crosstab Reports

  • Format and sort crosstab reports
  • Convert a list to a crosstab
  • Create crosstabs using unrelated data items
  • Create complex crosstabs using drag and drop functionality

18. Present Data Graphically

  • Create charts containing peer and nested items
  • Present data using different chart type options
  • Add context to charts
  • Create and reuse custom chart palettes
  • Present key data in a single dashboard report

19. Focus Reports Using Prompts

  • Identify various prompt types
  • Use parameters and prompts to focus data
  • Search for prompt items
  • Navigate between pages

20. Extend Reports Using Calculations

  • Create calculations based on data in the data source
  • Add run-time information to the reports
  • Create expressions using functions
  • Highlight exceptional data
  • Show and hide data
  • Conditionally render objects in reports
  • Conditionally format one crosstab measure based on another
  • Identify changes that impact a MUN
  • Sort members for presentation and predictability

21. Customize Reports with Conditional Formatting

  • Create multi-lingual reports
  • Highlight Exceptional Data
  • Create a Conditionally Rendered Column
  • Conditionally Format One Crosstab Measure Based on Another

23. Drill-Through From One Report to Another

  • Let users navigate from a specific report to a target report
  • Pass parameter values to filter the data in drill-through targets
  • Navigate through multiple reports

24. Create Reports using Relational Data

  • Define Relational Data
  • Define report layouts
  • Build a report
  • Explain how to add data query items
  • Use calculations

25. Introduction to IBM Cognos BI Administration

  • Describe the role of the Administrator in relation to the IBM Cognos BI administration workflow process.
  • Describe the role of IBM Cognos Administration and IBM Cognos Configuration.

26 .Identify IBM Cognos BI Architecture

Identify and explain:

  • The features of the IBM Cognos BI architecture
  • The three architectural tiers
  • IBM Cognos BI servlets and services
  • The default servlet container and alternatives to its use
  • An example of IBM Cognos BI request processing
  • Installation options
  • Load balancing mechanisms
  • Configuration options
  • The IBM Cognos Application Firewall

27. Secure the IBM Cognos BI Environment

  • Identify the IBM Cognos BI security model
  • Define authentication and authorization in IBM Cognos BI.
  • Identify security policies
  • Secure the IBM Cognos BI environment

28. Manage Run Activities

  • Manage current, upcoming and past activities
  • Manage schedules

29. Manage Content in IBM Cognos Administration

  • View Data Sources Associated with a Package and Add a Data Source
  • Add Multiple Connections for a Single Data Source
  • Create a Distribution List
  • Create an Export and Import Archive
  • Save Content to the File System

Who Should Attend

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This course is intended for Project Managers,Technical Analysts and Developers.

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 5 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 5 day

Request this course in a different delivery format.
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