IBM Training Courses - Sempre Analytics

Sharpen your skills, drive user adoption, or enhance your CV.

Whether you’re a beginner or an experienced professional, acquire the essential knowledge to maximise the potential of IBM Cognos Analytics and Planning Analytics.

Benefit from the expertise of our outstanding instructors, each with years of professional experience. You’ll leave our courses more confident and better prepared than ever.

If you’re interested in exploring other courses within the IBM Analytics Series that are not listed below, we are pleased to offer bespoke and self-paced training tailored to individual needs, including previous versions of the software. These courses can be delivered at a location of your choice or remotely, depending on your specific requirements.

Please enquire below:

IBM Planning Analytics

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
Exploring data in Planning Analytics for Microsoft Excel
Create reports easily by using Quick Reports
Expanding and formatting members by using Dynamic Reports
Exploring TM1 functions
Creating Custom Reports
Entering Data in Planning Analytics for Microsoft Excel
Simplify tasks by using action buttons
Creating websheets

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

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

This course provides authors with an introduction to build reports using Cognos Analytics. Techniques to enhance, customise, and manage reports will be explored. Activities will illustrate and reinforce key concepts during this learning opportunity.

Audience

Authors

Prerequisites

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

Course Outline:

What is IBM Cognos Analytics – Reporting?
Dimensionally modeled relational data
Use personal data sources and data modules
Examine list reports
Aggregate fact data
Multiple facts and repeated information
Add repeated information to reports
Create crosstab reports
Customize reports with conditional formatting
Drill-through definitions
Work with crosstab data
Create discontinuous crosstab reports
Create visualisation reports
Focus reports using filters
Focus reports using prompts
Use calculations
Enhance report layout
Use additional report-building techniques

This course teaches experienced authors advanced report building techniques to enhance, customise, manage, and distribute reports. Additionally, the student will learn how to create highly interactive and engaging reports that can be run offline by creating Active Reports.

Audience

Authors

Prerequisites

Knowledge of your business requirements
Previous experience building reports with IBM Cognos Analytics V11.1.x, or you have taken the IBM Cognos Analytics: Author Reports Fundamentals (V11.1.x) course.

Course Outline:

Create query models
Build a query and connect it to a report
Answer a business question by referencing data in a separate query
Create reports based on query relationships
Create join relationships between queries
Combine data containers based on relationships from different queries
Create a report comparing the percentage of change Introduction to dimensional reporting concepts
Examine data sources and model types
Describe the dimensional approach to queries
Apply report authoring styles
Introduction to dimensional data in reports
Use members to create reports
Identify sets and tuples in reports
Use query calculations and set definitions
Dimensional report context
Examine dimensional report members
Examine dimensional report measures
Use the default measure to create a summarised column in a report
Focus your dimensional data
Focus your report by excluding members of a defined set
Compare the use of the filter() function to a detail filter
Filter dimensional data using slicers
Enhance user interaction with HTML
Create interactive reports using HTML
Include additional information with tooltips
Send emails using links in a report

Introduction to IBM Cognos Active Reports
Examine Active Report controls and variables
Create a simple Active Report using Static and Data-driven controls
Change filtering and selection behavior in a report
Create interaction between multiple controls and variables
Active Report charts and decks
Create an Active Report with a Deck
Create an Active Report with 11.0 visualisations

Calculations and dimensional functions
Examine dimensional functions
Show totals and exclude members
Create a percent of base calculation
Create advanced dynamic reports
Use query macros
Control report output using a query macro
Create a dynamic growth report
Create a report that displays summary data before detailed data and uses singletons to summarise information
Design effective prompts
Create a prompt that allows users to select conditional formatting values
Create a prompt that provides users a choice between different filters
Create a prompt to let users choose a column sort order
Create a prompt to let users select a display type
Examine the report specification
Examine report specification flow
Identify considerations when modifying report specifications
Customise reporting objects
Distribute reports
Burst a report to email recipients by using a data item
Burst a list report to the IBM Cognos Analytics portal by using a burst table
Burst a crosstab report to the IBM Cognos Analytics portal by using a burst table and a master detail relationship

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 materialised views, minimize 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 customise metadata for a multilingual audience

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

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 modelled 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 customise 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

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 authorization 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

Sharpen your skills, drive user adoption, or enhance your CV.

IBM Planning Analytics

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IBM Cognos Analytics

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