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IBM Planning Analytics: Design and Develop Models in Performance Modeler (v2.0)

Learn how to build a complete model in IBM Planning Analytics using the Modeler tool.

GK# 6728 Vendor# P8352G, J1352G

$1800 - $4250 USD

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Course Overview


Through a series of lectures and hands-on exercises, students will learn how to build a complete model in IBM Planning Analytics using the Modeler tool as well as how to create and customize dimensions and cubes, import and link data, and build and maintain applications.


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What You'll Learn


You will learn how to:

  • Create and customize dimensions
  • Create and customize cubes
  • Import data
  • Share data across cubes with links
  • Complete the income statement model
  • Create applications
  • Apply modeling techniques
  • Convert currencies
  • Model data with Architect
  • Model for different fiscal requirements


Viewing outline for:

Classroom Live Outline

1. Overview of IBM Planning Analytics

  • Review financial performance management
  • Identify the Planning Analytics position in a performance management system
  • Describe the IBM Planning Analytics components and architecture
  • Explore IBM Planning Analytics applications
  • Explore the IBM Planning Analytics 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 Planning Analytics 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 Planning Analytics utilities

9. Convert Currencies

  • Discuss currency challenges
  • Review control cubes
  • Create rules for currency conversion
  • Use Planning Analytics techniques to reduce maintenance

10. Model Data with Architect

  • Describe IBM Planning Analytics 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



Students should have:

  • An understanding of how to interact with IBM Planning Analytics data
  • Basic knowledge of OLAP and Planning Analytics
  • Experience with Excel spreadsheets (functions, macros, etc.)
  • An understanding your business metrics and drivers

Who Should Attend

  • Data Modelers
  • Business Analysts
Training Exclusives

This course comes with the following benefits: 

  • Digital courseware
  • 90 Days Bonus Access to IBM Hands-on Labs
  • 12 Months of Indexed Virtual Class Recordings
Learn More
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


Train at your own pace with 24/7 access to courses that help you acquire must-have technology skills.

Request this course in a different delivery format.