Detailed Course Outline
1: Overview of IBM Planning Analytics • Review financial performance management • Identify the IBM Planning Analytics position in a performance management system • Describe the IBM Planning Analytics components and architecture • Describe TM1 server fundamentals • Describe fundamental modeling concepts 2: Create dimensions • Describe cubes and dimensions • Create dimensions manually • Edit dimensions • Create dimensions using TurboIntegrator 3: Build cubes and views • Describe cubes and data points • Create cubes • Construct views of data in cubes • Create and use a pick list 4: Load and maintain data • Identify data sources • Create processes to load data • Create processes to delete data in a cube • Create processes to update and maintain the model 5: Add business rules • Describe a rule • Construct rules for elements or consolidations • Use functions in rules • Optimize rule performance • Describe rules in a rule worksheet 6: Optimize rule performance • Describe consolidations and sparsity • Enhance consolidation performance using SKIPCHECK • Use FEEDERS to optimize aggregations • Check the accuracy of rules and feeders 7: Transfer data into the model • Describe the Advanced tabs in TurboIntegrator • Load custom data into a cube • Add a subset to a dimension • Use logic in scripts • Export data to ASCII • Move data between versions • Construct chores 8: Customize drill paths • View related data • Create a drill process • Create a drill assignment rule • Edit a drill process 9: Using rules for advanced modeling • Describe virtual cubes • List uses for lookup cubes • Create and use a spread profiles cube • Implement moving balances in a cube 10: Convert currencies • Describe currency challenges • Create a currency dimension • Create a currency cube • Create rules for currency conversion 11: Model for different fiscal requirements • Identify time considerations • Use discrete time dimensions • Implement a continuous time dimension model 12: Deploy IBM Planning Analytics 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 deactivate an application Appendix A: Optimize and tune models • Identify characteristics of large models • Describe strategies to improve model performance Appendix B: Identify common data structures • Identify characteristics of operational and reporting databases • Discuss Online Analytical Processing (OLAP) • Examine core model design principles • Identify the basic tasks required to create an IBM Planning Analytics model and deploy it