Course outline

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

Categories: Guaranteed To Run™, IBM

GK IBM LS Partner

Duration: 5 Days

IBM Planning Analytics: Design and Develop Models in Performance Modeler (v2.0) will teach students how to build a model using the Performance Modeler tool. Through a series of lectures and hands-on exercises, students will learn how to create and customize dimensions and cubes, import and link data, and build and maintain applications.

Please refer to course overview

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

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

Additional Exercise (Optional)
Optimize and tune models (Optional)
Customize business rules (Optional)
Optimize rule performance (Optional)

This course is delivered by an authorized IBM Global Training Provider.

Feel free to contact us, if you want to know the price and location of this course. A Digital Revolver representative will contact you shortly to help you with your inquiry.
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  • Guaranteed to Run™. This ensures you will attend the instructor led class or live online class you want as scheduled without any disruptive cancellations*. You book the training you need, get back to focusing on your job and are sure your training requirements will be met saving time, money and ensuring peace of mind.
  • This schedule icon the schedule indicates that this date/time will be conducted as Instructor Led Training (ILT) or a Virtual Instructor Led Training (VILT) depending on the indicated class availablity.
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