IBM Cognos TM1: Design and Develop Models (v10.2)

This intermediate course teaches modelers how to build a complete model in TM1 mainly using the Performance Modeler tool. Through a series of lectures and hands-on exercises, you will learn how to create and customize dimensions and cubes, import and link data, and build and maintain applications.

Note: While class exercises are performed within a TM1 v10.2 environment, our expert instructors can provide guidance on all versions including IBM Planning Analytics and their differences.

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IBM Cognos TM1 components and architecture
Create and customize cubes, dimensions, and elements
Import data
Sharing data across cubes with links
Income statement model development
Create a new TM1 application
Modeling techniques
Convert currency rules
Model data with architect
Which models to use for different fiscal requirements

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Classroom Live Outline

1. Overview of IBM Cognos TM1

Review financial performance management
Identify the TM1 position in a performance management system
Describe the IBM Cognos TM1 components and architecture
Explore IBM Cognos TM1 applications
Explore the IBM Cognos TM1 environment
Manage and organize a model

2. Create and Customize Dimensions

Review cubes, dimensions, and elements
Create dimensions manually
Import dimensions
Edit dimensions
Create dimension calculations
Use Guided Import to create a dimension

3. Create and Customize Cubes

Construct a new cube
Discuss cube properties
Edit a cube structure
Review and use a pick list
Create cube calculations

4. Import Data

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

5. Share Data Across Cubes with Links

Discuss and list types of links
Create and modify links
Review rule- and process-based links

6. Complete the Income Statement Model

Discuss the model development process
Complete objects for the model
Review tools to aid in model development

7. Create Applications

Explain the application types
access an IBM Cognos TM1 application
Create a new application
Set the available clients
apply security in the application
activate and de-activate an application

8. Additional Modeling Techniques

Create dynamic subsets
Use dimension functions
Implement business logic
Improve cube performance
Use TM1 utilities

9. Convert Currencies

Discuss currency challenges
Review control cubes
Create rules for currency conversion
Use TM1 techniques to reduce maintenance

10. Model Data with Architect

Describe IBM Cognos TM1 Architect
Record MDX queries
Customize drill-through paths

11. Model for Different Fiscal Requirements

Discuss time considerations
Use discrete time dimensions
Implement a continuous time dimension model

12. Contribute to Planning Applications (Optional)

13. Integrate with IBM Cognos BI (Optional)

14. Administer IBM Cognos Insight (Optional)

15. Additional Workshop (Optional)

16. Optimize and Tune Models (Optional)

17. Identify Common Data Structures (Optional)

18. Customize Business Rules (Optional)

19. Optimize Rule Performance (Optional)

1. Overview of IBM Cognos TM1

Review financial performance management
Identify the TM1 position in a performance management system
Describe the IBM Cognos TM1 components and architecture
Explore IBM Cognos TM1 applications
Explore the IBM Cognos TM1 environment
Manage and organize a model

2. Create and Customize Dimensions

Review cubes, dimensions, and elements
Create dimensions manually
Import dimensions
Edit dimensions
Create dimension calculations
Use Guided Import to create a dimension

3. Create and Customize Cubes

Construct a new cube
Discuss cube properties
Edit a cube structure
Review and use a pick list
Create cube calculations

4. Import Data

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

5. Share Data Across Cubes with Links

Discuss and list types of links
Create and modify links
Review rule- and process-based links

6. Complete the Income Statement Model

Discuss the model development process
Complete objects for the model
Review tools to aid in model development

7. Create Applications

Explain the application types
access an IBM Cognos TM1 application
Create a new application
Set the available clients
apply security in the application
activate and de-activate an application

8. Additional Modeling Techniques

Create dynamic subsets
Use dimension functions
Implement business logic
Improve cube performance
Use TM1 utilities

9. Convert Currencies

Discuss currency challenges
Review control cubes
Create rules for currency conversion
Use TM1 techniques to reduce maintenance

10. Model Data with Architect

Describe IBM Cognos TM1 Architect
Record MDX queries
Customize drill-through paths

11. Model for Different Fiscal Requirements

Discuss time considerations
Use discrete time dimensions
Implement a continuous time dimension model

12. Contribute to Planning Applications (Optional)

13. Integrate with IBM Cognos BI (Optional)

14. Administer IBM Cognos Insight (Optional)

15. Additional Workshop (Optional)

16. Optimize and Tune Models (Optional)

17. Identify Common Data Structures (Optional)

18. Customize Business Rules (Optional)

19. Optimize Rule Performance (Optional)

1. Overview of IBM Cognos TM1

Review financial performance management
Identify the TM1 position in a performance management system
Describe the IBM Cognos TM1 components and architecture
Explore IBM Cognos TM1 applications
Explore the IBM Cognos TM1 environment
Manage and organize a model

2. Create and Customize Dimensions

Review cubes, dimensions, and elements
Create dimensions manually
Import dimensions
Edit dimensions
Create dimension calculations
Use Guided Import to create a dimension

3. Create and Customize Cubes

Construct a new cube
Discuss cube properties
Edit a cube structure
Review and use a pick list
Create cube calculations

4. Import Data

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

5. Share Data Across Cubes with Links

Discuss and list types of links
Create and modify links
Review rule- and process-based links

6. Complete the Income Statement Model

Discuss the model development process
Complete objects for the model
Review tools to aid in model development

7. Create Applications

Explain the application types
access an IBM Cognos TM1 application
Create a new application
Set the available clients
apply security in the application
activate and de-activate an application

8. Additional Modeling Techniques

Create dynamic subsets
Use dimension functions
Implement business logic
Improve cube performance
Use TM1 utilities

9. Convert Currencies

Discuss currency challenges
Review control cubes
Create rules for currency conversion
Use TM1 techniques to reduce maintenance

10. Model Data with Architect

Describe IBM Cognos TM1 Architect
Record MDX queries
Customize drill-through paths

11. Model for Different Fiscal Requirements

Discuss time considerations
Use discrete time dimensions
Implement a continuous time dimension model

12. Contribute to Planning Applications (Optional)

13. Integrate with IBM Cognos BI (Optional)

14. Administer IBM Cognos Insight (Optional)

15. Additional Workshop (Optional)

16. Optimize and Tune Models (Optional)

17. Identify Common Data Structures (Optional)

18. Customize Business Rules (Optional)

19. Optimize Rule Performance (Optional)

1. Overview of IBM Cognos TM1

Review financial performance management
Identify the TM1 position in a performance management system
Describe the IBM Cognos TM1 components and architecture
Explore IBM Cognos TM1 applications
Explore the IBM Cognos TM1 environment
Manage and organize a model

2. Create and Customize Dimensions

Review cubes, dimensions, and elements
Create dimensions manually
Import dimensions
Edit dimensions
Create dimension calculations
Use Guided Import to create a dimension

3. Create and Customize Cubes

Construct a new cube
Discuss cube properties
Edit a cube structure
Review and use a pick list
Create cube calculations

4. Import Data

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

5. Share Data Across Cubes with Links

Discuss and list types of links
Create and modify links
Review rule- and process-based links

6. Complete the Income Statement Model

Discuss the model development process
Complete objects for the model
Review tools to aid in model development

7. Create Applications

Explain the application types
access an IBM Cognos TM1 application
Create a new application
Set the available clients
apply security in the application
activate and de-activate an application

8. Additional Modeling Techniques

Create dynamic subsets
Use dimension functions
Implement business logic
Improve cube performance
Use TM1 utilities

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IBM Cognos TM1: Design and Develop Models (v10.2)

Classroom Live Outline

1. Overview of IBM Cognos TM1

2. Create and Customize Dimensions

3. Create and Customize Cubes

4. Import Data

5. Share Data Across Cubes with Links

6. Complete the Income Statement Model

7. Create Applications

8. Additional Modeling Techniques

9. Convert Currencies

10. Model Data with Architect

11. Model for Different Fiscal Requirements

12. Contribute to Planning Applications (Optional)

13. Integrate with IBM Cognos BI (Optional)

14. Administer IBM Cognos Insight (Optional)

15. Additional Workshop (Optional)

16. Optimize and Tune Models (Optional)

17. Identify Common Data Structures (Optional)

18. Customize Business Rules (Optional)

19. Optimize Rule Performance (Optional)

1. Overview of IBM Cognos TM1

2. Create and Customize Dimensions

3. Create and Customize Cubes

4. Import Data

5. Share Data Across Cubes with Links

6. Complete the Income Statement Model

7. Create Applications

8. Additional Modeling Techniques

9. Convert Currencies

10. Model Data with Architect

11. Model for Different Fiscal Requirements

12. Contribute to Planning Applications (Optional)

13. Integrate with IBM Cognos BI (Optional)

14. Administer IBM Cognos Insight (Optional)

15. Additional Workshop (Optional)

16. Optimize and Tune Models (Optional)

17. Identify Common Data Structures (Optional)

18. Customize Business Rules (Optional)

19. Optimize Rule Performance (Optional)

1. Overview of IBM Cognos TM1

2. Create and Customize Dimensions

3. Create and Customize Cubes

4. Import Data

5. Share Data Across Cubes with Links

6. Complete the Income Statement Model

7. Create Applications

8. Additional Modeling Techniques

9. Convert Currencies

10. Model Data with Architect

11. Model for Different Fiscal Requirements

12. Contribute to Planning Applications (Optional)

13. Integrate with IBM Cognos BI (Optional)

14. Administer IBM Cognos Insight (Optional)

15. Additional Workshop (Optional)

16. Optimize and Tune Models (Optional)

17. Identify Common Data Structures (Optional)

18. Customize Business Rules (Optional)

19. Optimize Rule Performance (Optional)

1. Overview of IBM Cognos TM1

2. Create and Customize Dimensions

3. Create and Customize Cubes

4. Import Data

5. Share Data Across Cubes with Links

6. Complete the Income Statement Model

7. Create Applications

8. Additional Modeling Techniques

9. Convert Currencies

10. Model Data with Architect

11. Model for Different Fiscal Requirements

12. Contribute to Planning Applications (Optional)

13. Integrate with IBM Cognos BI (Optional)

14. Administer IBM Cognos Insight (Optional)