IBM Planning Analytics: Design and Develop Models in Architect (v2.0) Schulung

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