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Sempre Analytics Training Courses

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Overview

Whether you are a beginner or an experienced professional, gain the essential knowledge you need to excel and maximise the benefits of your Data & EPM Technology.

Training of the highest level ensures you will leave the courses on offer, more confident and prepared than ever.

Courses for

IBM Planning Analytics

IBM Planning Analytics: Analyse Data and Create Reports

This course is designed to teach analysts how to use IBM Planning Analytics to analyse data to discover trends and exceptions, create and customise reports and templates, and contribute data to plans. Through a series of lectures and hands-on activities, you will learn how use Planning Analytics Workspace and Planning Analytics for Microsoft Excel to create analyses, enter data, create custom views and dashboards, and build formatted reports and forms.

Duration: 16 Hours

Audience

Analysts

Prerequisites

  • Knowledge of your business requirements
  • Basic knowledge of Microsoft Excel

Course outline:

  • Understanding IBM Planning Analytics data
  • Creating books
  • Creating and saving views
  • Changing the way data is displayed
  • Displaying specific members by using sets
  • Adding calculations to views
  • Highlighting exceptions by using conditional formatting
  • Entering data
  • Experimenting with data by using sandboxes
  • Working with spreadsheets online by using websheets
  • Formatting for reporting
  • Exploring data by using visualisations
  • Creating dashboards
  • Examining performance by using scorecards
  • Exporting data
  • Introduction to IBM Planning Analytics for Microsoft Excel
  • Creating websheets
  • AI Forecasting
  • Apps and Plans
  • Decision Optimisation Overview

IBM Planning Analytics: Design and Develop Models in Planning Analytics Workspace

This course is designed to teach modelers how to build a complete model in IBM Planning Analytics using Planning Analytics Workspace. Through a series of lectures and hands-on exercises, students will learn how to set up dimensions and cubes, manually enter data into these structures, and define the data that users can see. Students will also learn how to transfer data into the IBM Planning Analytics model, including the use of TurboIntegrator scripts to perform data transfer. In addition, the course outlines how to customize drill paths, convert currencies, and model for different fiscal requirements.

Duration: 40 Hours

Audience

Data Modelers

Prerequisites

  • Knowledge of your business requirements
  • IBM Planning Analytics: Analyse Data and Create Reports (V2.0.x)

Course Outline:

  • Overview of IBM Planning Analytics
  • Create dimensions
  • Load and maintain data
  • Add business rules
  • Optimise rule performance
  • Transfer data into your model
  • Customise drill paths
  • Use rules for advanced modelling
  • Convert currencies
  • Model for different fiscal requirements

Courses for

IBM Cognos Analytics

Overview of IBM Cognos Analytics

This course provides participants with a high-level overview of the IBM Cognos Analytics suite of products and their underlying architecture. They will examine each component as it relates to an Analytics solution. Participants will be shown a range of resources to provide additional information on each product.

Audience

Multi-role (consumers, business authors, professional authors, developers, administrators, modelers, project  managers)

Prerequisites

  • An understanding of your organization’s business intelligence process and reporting needs
  • Experience using basic Windows functionality

Course Outline:

  • Consume content in IBM Cognos Analytics
  • Create reports in IBM Cognos Analytics
  • Create dashboards in IBM Cognos Analytics
  • Create metadata models in IBM Cognos Analytics
  • What’s new in Cognos V11.2
  • Compare IBM Cognos Analytics and IBM Cognos BI (Optional)
  • Explore IBM Cognos Analytics AI capabilities

IBM Cognos Analytics: Author Reports Fundamentals

Students will explore IBM Cognos Analytics report authoring and different report object types (list, crosstab, chart, visualisation, etc.). They will also create and format reports using grouping, headers, footers, and other formatting options. Also covered is the ability to focus reports by filtering data and using prompts. Students will learn to add value to reports using calculations and additional report-building techniques as well as how to enhance reports with advanced formatting and exceptional data highlighting.

Audience

Report Authors

Prerequisites

  • Knowledge of your business requirements
  • Experience using IBM Cognos Analytics as a consumer

Course Outline:

Introduction to IBM Cognos Analytics – Reporting 

  • Examine IBM Cognos Analytics
  • Reporting and its interface
  • Explore different report types
  • Create reports in preview or design mode
  • Create a simple, sorted, and formatted report
  • Examine dimensionally modeled and dimensional data sources
  • Explore how data items are added queries
  • Examine personal data sources and data modules

Examine data tables and list reports

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

Create crosstab reports

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

Create visualisation reports

  • Understand visualisation categories
  • Create and customize visualisations
  • Understand client-side visualisations
  • Create enhanced map visualisations

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

Focus reports using prompts

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

Extend reports using calculations

  • Create calculations based on data in the data source
  • Add run-time information to the reports
  • Create expressions using functions

Customise reports with conditional formatting

  • Create multilingual reports
  • Highlight exceptional data
  • Show and hide data
  • Conditionally render objects in reports

Drill-through definitions  

  • Introduction to drill-through definitions
  • Navigating to related data
  • Introduction to bookmark references

Enhance report layout

  • Force page breaks in reports
  • Format data and report objects
  • Modify existing report structures

Use additional report building techniques

    • Enhance report design with report objects
    • Add objects to reports
    • Convert a list to a crosstab
    • Reuse objects within the same report
    • Share layout components among separate reports
    • Choose options to handle reports with no available data

IBM Cognos Analytics: Author Reports Advanced

This course teaches Professional Report Authors about advanced report building techniques using relational data models, and ways of enhancing, customising, and managing professional reports. The course builds on topics presented in the Fundamentals course. Attendees will participate in interactive demonstrations and exercises that illustrate key concepts while learning how to use advanced features in the product builds on topics learned in the Fundamentals course.

Audience

Report Authors

Prerequisites

  • Knowledge of your business requirements
  • Fundamental report authoring knowledge

Course Outline:

Unit 1: Create query models 

  • build query models and then connect them to the report layout
  • edit an SQL statement to author custom queries
  • add filters and prompts to a report using the query models

Unit 2: Create reports based on query relationships 

  • create reports by joining queries
  • combine data containers based on relationships from different queries

Unit 3: Introduction to dimensional reporting concepts and dimensional data in reports 

  • List and describe the data model types
  • Describe the OLAP data structure and elements
  • Differentiate between report authoring styles
  • use members to build reports
  • identify and use sets and tuples in reports Unit 4: Dimensional report context
  • understand report context
  • root members
  • default members
  • current members
  • default measures
  • current measures

Unit 5: Focus your dimensional data 

  • understand how relational data sources behave
  • understand how dimensional data sources behave
  • create efficient queries
  • understand filtering techniques
  • use dimensional objects and functions
  • create slicers and prompts

Unit 6: Calculations and dimensional functions 

  • understand the different types of dimensional functions within Cognos Analytics
  • create reports utilizing dimensional functions
  • use calculations within reports

Unit 7: Create advanced dynamic reports 

  • filter reports on session parameter values
  • create dynamic headers and titles that reflect report data
  • create a customer invoice report

Unit 8: Design effective prompts 

  • control report displays using prompts
  • specify conditional formatting values using prompts
  • create sorted and filtered reports based on prompt selection

Unit 9: Examine the report specification and distribute reports 

  • work with the report specification
  • report specification flow
  • considerations when modifying a report specification
  • Create custom toolbox and template objects
  • distribute reports using bursting
  • create burst keys
  • identify report recipients and data items using burst tables
  • distribute reports using email and the IBM Cognos Analytics portal

Unit 10: Enhance user experience with HTML and Custom Controls 

  • create interactive reports by using HTML
  • Include additional information with tooltips
  • Send emails by using links in a report
  • understand custom controls
  • AMD models
  • adding a custom control
  • using JavaScript files

Unit 11: Advanced techniques

    • understand advanced features
    • booklet and reference reports
    • table of contents
    • tabbed reports
    • classes and class extensions
    • global parameters
    • create a report binder

IBM Cognos Framework Manager: Design Metadata Models

This offering provides participants with introductory to advanced knowledge of metadata modelling concepts, and how to model metadata for predictable reporting and analysis results using IBM Cognos Framework Manager. Participants will learn the full scope of the metadata modelling process, from initial project creation, to publishing of metadata to the web, enabling end users to easily author reports and analyse data.

Audience

Data Modelers

Prerequisites

  • Knowledge of common industry-standard data structures and design
  • Experience with SQL
  • Experience gathering requirements and analysing data
  • IBM Cognos Analytics: Author Reports Fundamentals (v11.1.x) (recommended)

Course Outline:

Introduction to IBM Cognos Framework Manager

  • Model data and identifying related data
  • Define requirements and modelling strategies
  • Overview of IBM Cognos Framework Manager
  • Create a baseline project
  • Extend a model
  • Prepare reusable metadata

Model for predictable results in IBM Cognos Framework Manager

  • Identify query issues
  • Identify reporting traps
  • Model virtual star schemas
  • Use query subjects, modify relationships, and consolidate metadata using virtual objects
  • Create calculations, filter data, and customise metadata for runtime
  • Implement a time dimension and specify determinants

Model for presentation in IBM Cognos Framework Manager

  • Create a presentation view
  • Examine data source query subject types and stored procedure query subject types
  • Specify data security and package security
  • Specify object security and dynamic data security
  • Create analysis objects
  • Manage OLAP data sources

Advanced capabilities in IBM Cognos Framework Manager

  • Explore SQL generation and the use of governors
  • Examine the use of IBM Cognos SQL and generated SQL for DMR data
  • Other query considerations
  • Use session parameters, prompt macros, and security macro functions
  • Use materialized views, minimise SQL, and enable Dynamic Query Mode (DQM)
  • DQM, CQM, caching metadata, query processing, aggregate calculation, and other ways to improve performance

Extended capabilities in IBM Cognos Framework Manager

    • Perform basic maintenance and management on a model
    • Remap metadata to another source and import and link additional data sources
    • Run scripts to automate or update a model and report on a model
    • Segment a project, link a project, and branch a model
    • Nest packages and specify package languages and functions
    • Explore additional modelling techniques and customize metadata for a multilingual audience

IBM Cognos Analytics: Enterprise Administration

This offering covers the fundamental concepts of installing and configuring IBM Cognos Analytics, and administering servers and content, in a distributed environment. In the course, participants will identify requirements for the installation and configuration of a distributed IBM Cognos Analytics software environment, implement security in the environment, and manage the server components. Students will also monitor and schedule tasks, create data sources, and manage and deploy content in the portal and IBM Cognos Administration.

Audience

Administrators

Prerequisites

  • Basic knowledge of Web application server architectures
  • Basic knowledge of security systems administration
  • Experience using basic Windows functionality
  • Knowledge of your business requirements

Course Outline:

Introduction to IBM Cognos Analytics administration 

  • IBM Cognos Analytics components
  • Administration workflow
  • IBM Cognos Administration
  • IBM Cognos Configuration

Identify IBM Cognos Analytics architecture 

  • Features of the IBM Cognos Analytics architecture
  • Examine the multi-tiered architecture, and identify logging types and files
  • Examine IBM Cognos Analytics servlets
  • Performance and installation planning
  • Balance the request load
  • Configure IBM Cognos Analytics

Secure the IBM Cognos Analytics environment 

  • Identify the IBM Cognos Analytics security model
  • Define authentication in IBM Cognos Analytics
  • Define authorisation in IBM Cognos Analytics
  • Identify security policies
  • Secure the IBM Cognos Analytics environment

Administer the IBM Cognos Analytics server environment 

  • Administer IBM Cognos Analytics servers
  • Monitor system performance
  • Manage dispatchers and services
  • Tune system performance, and troubleshoot the server
  • Audit logging
  • Dynamic cube data source administration workflow
  • Manage run activities
  • View current, past, and upcoming activities
  • Manage schedules

Manage content in IBM Cognos Administration 

  • Data sources and packages
  • Manage visualisations in the library
  • Deployment
  • Other content management tasks

Examine departmental administration capabilities 

  • Create and manage team members
  • Manage activities
  • Create and manage content and data
  • Manage system settings
  • Manage Themes, Extensions, and Views
  • Share services with multiple tenants

IBM Cognos Analytics 12: Overview of Dashboards

This course provides a comprehensive introduction to building interactive, insightful dashboards and stories using IBM Cognos Analytics version 12.

Through a combination of demonstrations, hands-on practice, and best practices, you will learn how to create compelling visualisations, develop dynamic stories, build explorations for advanced analysis, and apply forecasting and drill-through techniques to enhance user interactivity. The course covers both foundational and advanced features, including new visualisation properties, customization options, and predictive insights.

By the end of the course, you will be able to design professional, data-driven dashboards and deliver actionable insights to support better business decision-making.

Audience

This course is designed for business analysts, data analysts, report authors, dashboard developers, and other professionals who want to create, customise, and enhance dashboards, visualisations, and stories using IBM Cognos Analytics version 12.

Prerequisites

  • Participants should have the following skills:
    • A basic understanding of data concepts
    • Experience using basic Windows functionality

Objectives

After completing this course, learners should be able to:

  • Customise dashboard visualisations
  • Explore and use the AI Assistant for dashboard design
  • Select and integrate at least two different types of data sources into a dashboard
  • Add visualisations using drag-and-drop, AI Assistant queries, and Pinned tabs
  • Implement and customise filters in a dashboard
  • Use the AI Assistant to generate visualisations, apply filters, and perform aggregations
  • Leverage native insights to automatically generate natural-language summaries of key data patterns
  • Adjust the timeline of objects in a scene to control appearance and disappearance during playback
  • Enhance a story by adding animations to objects and highlighting key data points to emphasise insights
  • Create an exploration from a visualisation, dashboard, story, or data asset
  • Leverage suggested starting points and AI-driven recommendations to expand and refine your analysis
  • Explain how to create and import a custom visualisation into a dashboard
  • Apply forecasting techniques and configure drill-through definitions to create dynamic, context-driven dashboards

IBM Cognos Analytics 12: Modeling with Data Modules

This course provides a high-level overview of the IBM Cognos Analytics v12 Data Module tool and its underlying architecture to provide learners with the skills necessary to master data modeling using the web-based, self-service capabilities of IBM Cognos Analytics v12 Data Modules. Learners will explore the essential steps in building data modules, from understanding the purpose and workflow of data modeling to creating, refining, and optimising data structures. The course covers various topics, including managing relationships, advanced features and performance optimisation, data enrichment with calculations and filters, creating groups and navigation paths, and managing data security.

Learners will gain hands-on experience through exercises that enhance their ability to create and customise data modules, review and modify column properties, creating calculations, filters and data groups, and adding column dependencies. These hands on activities ensure learners practice consistency and usability for reporting, dashboarding, and exploration purposes.

By the end of this course, learners should be proficient in developing data modules that integrate multiple data sources, support business analysis, and facilitate informed decision-making within the IBM Cognos v12 environment.

Audience

This course is intended for data professionals, business analysts, and technical users who are involved in data preparation, reporting, and business intelligence within their organisation.

Prerequisites

  • Participants should have the following skills:
    • An understanding of your organisation’s business intelligence process and reporting needs
    • Experience using basic Windows functionality
    • An understanding of Cognos reporting

Objectives

After completing this course, learners should be able to:

  • Describe the data modeling workflow, including identifying sources, enriching the module, and testing it.
  • Navigate the Cognos Analytics v12 Data Modules user interface and upload a source file.
  • Demonstrate how to create, edit, and optimise relationships in Cognos Analytics v12, including utilising the Null Safe option and configuring cardinality for accurate data integration.
  • Organise data modules by hiding, renaming, or removing fields.
  • Use SQL to create a new table by writing and validating a custom query.
  • Configure custom sorting for a specified column and validate its application in reports or dashboards.
  • Utilise the Enhanced Expression Editor to create a custom calculation combining fields from two tables.
  • Design a navigation path and validate functionality in dashboards.
  • Configure row-level security filters, assign permissions, and utilise security definitions.
  • Configure advanced data module functionalities, including column dependencies, bridge tables, and summary tables.
  • And more…

Partner Run Courses

Finding the right course

Anaplan Academy

The Anaplan Academy offers training solutions to fit the needs of every aspiring model builder, solution architect, and informed end user. Whether you want to take on-demand training at your own pace, register for an in-person class, or sign up for a guided training cohort, visit the Anaplan Academy Page. Alternatively, Sempre offers tailored Anaplan training courses to suit your requirements. Please get in touch to find out more.

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Informatica University

Role-based training programs from the Informatica University ensure your organisation gets the most out of its investment in Informatica products.  Find out about the best courses to suit yours and your teams needs by giving us a call.

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Microsoft Learn

Whether you’re just starting in a career, or you are an experienced professional, the self-directed approach from Microsoft Learn helps you arrive at your goals, with more confidence and at your own pace. Develop skills through interactive modules and paths or learn from an instructor. Learn and grow your way.

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Place enquire:

We offer customisable, self-paced training in various courses from all our solution partners, including previous software versions. Training can be tailored to your needs and delivered at your preferred location or remotely.