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.

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IBM Planning Analytics

IBM Planning Analytics: : Analyse Data and Create Reports Duration: 16 Hours

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




  • 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
IBM Planning Analytics: Design and Develop Models in Planning Analytics Workspace Duration: 40 Hours

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


Data Modelers


  • 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

Overview of IBM Cognos Analytics Duration: 8 Hours

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.


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


  • 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 Duration: 1 Day

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.




  • 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
IBM Cognos Analytics: Author Reports Advanced Duration: 16 Hours

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.




  • 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
IBM Cognos Framework Manager: Design Metadata Models Duration: 32 Hours

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.


Data Modelers


  • 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
IBM Cognos Analytics: Author Reports Advanced Duration: 16 Hours

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.


Report Authors


  • 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 Analytics: Author Reports Fundamentals Duration: 24 Hours

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.


Report Authors


  • 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
IBM Cognos Analytics: Enterprise Administration Duration: 16 Hours

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.




  • 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

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