IBM Cognos 8 Planning

IBM Cognos 8 Planning
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Table of Contents
Sample Chapters


  • Build and deploy effective planning models using Cognos 8 Planning
  • Filled with ideas and techniques for designing planning models
  • Ample screenshots and clear explanations to facilitate learning
  • Written for first-time developers focusing on what is important to the beginner
  • A step-by-step approach that will help you strengthen your understanding of all the major concepts

Book Details

Language : English
Paperback : 424 pages [ 235mm x 191mm ]
Release Date : July 2009
ISBN : 1847196845
ISBN 13 : 9781847196842
Author(s) : Jason Edwards, Ned Riaz, Rich Babaran
Topics and Technologies : All Books, Enterprise Products and Platforms, Enterprise, IBM


Table of Contents

Chapter 1: Planning with IBM Cognos
Chapter 2: Getting to know IBM Cognos Tools
Chapter 3: Understanding the Model Development Process
Chapter 4: Understanding the Analyst Environment
Chapter 5: Defining Data Structures: D-List
Chapter 6: Storing Planning Data: D-Cube
Chapter 7: Moving Planning Data: D-Links
Chapter 8: Understanding the Contributor Environment
Chapter 9: Building, Configuring, and Updating the Contributor Application
Chapter 10: Securing and Controlling Contributor Web Client Template/Application
Chapter 11: Importing Data into a Contributor Application
Chapter 12: Working with the Contributor Web Client
Chapter 13: Reporting Planning Data—Publish and BI Integration
Chapter 14: Maintaining Analyst Models
Chapter 15: Maintaining Contributor Applications
Chapter 16: Maintaining Security

    • Planning in a dynamic business environment
      • Common problems with the planning process
        • Disconnect between operating reality and financial plan
        • Confrontational versus collaborative
        • Cycle times
        • Ownership and accountability
      • Spreadsheet-based planning
      • Lack of control
      • Spreadsheet error
      • Lack of transparency
      • Consolidation and version control
    • How technology enables planning best practices
    • Introducing IBM Cognos Planning
      • Corporate Performance Management
      • Benefits of IBM Cognos Planning
    • Summary
    • Scenario
    • IBM Cognos Planning – Contributor
      • Contributor administration
      • Contributor client
    • IBM Cognos Excel add-in for Analyst and Contributor
    • IBM Cognos Metric Designer and Metric Studio
      • Metric Designer
      • Metric Studio
    • IBM Cognos Reporting Studios
    • IBM Cognos Framework Manager
    • IBM Cognos Event Studio
    • IBM Cognos Connection web portal
    • Summary
    • The process
    • Considerations for building an Analyst planning model
      • Planning functional models
      • Planning cycles and horizons
      • Planning approaches
    • Designing the model template in Analyst
      • Flowcharting the model structure
      • The concept of multi dimensionality
      • Understanding dimensions, datastore, and data flow
        • Determining dimensions: D-List
        • Building the datastore: D-Cubes
        • Controlling data flow: D-Links
      • What makes an optimal model?
        • Principles of model building
    • Building the Contributor application
    • Entering and reviewing plans in the Contributor Web user interface
    • Publishing and reporting planning data
    • Maintaining the planning models
    • Example: ABC Company
    • Summary
    • Getting familiar with Analyst
      • Using Analyst shortcuts
      • Accessing Analyst objects
      • Navigating within Analyst
    • The building blocks of an Analyst model
      • Analyst objects
        • D-List
        • D-Cube
        • D-Link
        • Allocation Table (A-Table)
        • File Map
        • Saved Format
        • Saved Selection
        • Macro
    • Organizing objects by using libraries
      • Creating a library
      • Deleting a library
      • Considerations for creating libraries
      • Types of libraries
        • Common library
        • Model library
        • Staging library
        • Archive library
    • Basic administration tools
      • Maintain Libraries and Users
      • Rebuild the index file
      • Refresh references
      • Validate D-Lists
      • Locate ODBC sources
      • Locate Built-in Functions
    • Configuring Analyst
      • Changing the path to the Filesys.ini
      • Changing the maximum workspace
      • Changing keyboard layout
      • Changing the number of undos and redos
    • Summary
    • Overview of D-List
      • Creating the D-List
        • Manually typing the D-List Items
        • Importing D-List items from an ASCII file
        • Importing the D-List items from a File Map
        • Importing the D-List items from an ODBC source
        • Importing the D-List items from data in a D-Cube
        • Importing the D-List Items from another D-List
        • Modifying the import parameters
        • Updating the D-List
        • Updating D-List item names from a data source
        • Adding new items to a D-List
        • Deleting D-List items
        • Reordering D-List Items
        • Implementing D-List changes
        • Non-permissible characters in a D-List
        • Item ID (IID) in a D-List
      • Entering formulas in a D-List
        • How formulas are written
        • Using the Paste function when writing formulas
        • Writing conditional statements
        • Conflicts in calculation
        • Using the D-List priority option
        • Built-in functions
        • Inserting a BiF into a D-List Item
      • Configuring a Timescale D-List
      • Formatting D-List items
        • Numeric format
        • Date format
        • Text format
        • D-List format
        • Calc option
        • Categorizing D-Lists
        • The e.List
    • Summary
    • Overview of the D-Cube
    • Creating a D-Cube
      • Order of dimensions
      • Size considerations
    • Working with the D-Cube
      • Opening a full view of the D-Cube
      • Opening a selection of the D-Cube
      • Viewing different slices of the D-Cube
      • Saving a selection
      • Opening the saved selection
      • Modifying the saved selection
      • Restructuring dimensions of a D-Cube
        • Adding a dimension
        • Deleting a dimension
        • Substituting a dimension
        • Reordering D-Cube dimensions
      • Formatting data using the D-Cube Format
        • Numeric
        • Date format
        • Text format
        • D-List format
        • Format priority
      • Exporting data from the D-Cube
        • Export
        • Header/Footer
        • Zeros
        • Show Det/Tot
      • Breakback
        • Breakback on hierarchies
      • Configuring D-Cube options
        • Widths
        • Lines
        • Zeros
        • Breakback
        • Stored Copy
        • Show Det/Tot
        • AutoSum
    • Entering data into D-Cubes
      • Data color conventions
      • Data entry commands
      • Entering data using the keyboard characters
      • Applying mathematical operations
      • Locking, protecting, and holding cells
    • Summary
    • Overview of a D-Link
      • Creating a D-Link
        • Creating a D-Link between two D-Cubes
        • The D-Link dialog box
    • Connecting to external data sources
      • File Map
        • Creating a D-Link using File Map as a source
      • ODBC connection
        • Creating an ODBC data source name
        • Creating a D-Link using an ODBC connection as the source
      • Executing the D-Link
        • Executing a D-Link
        • Running several D-Links into a single target D-Cube
        • Executing a batch of D-Links
      • Allocating dimension items
        • Allocating dimension items using Matched Description
        • Using Cut Sub-Columns
        • Allocating dimension items using a local allocation
        • Matching descriptions within a local allocation table
        • Selecting items from unpaired dimensions
        • Many to one and one to many allocations
        • Modes
        • Dump option
      • Special D-Links
        • Limitations of special D-Links
        • Look Up D-Links
        • Creating a Look Up D-Link
        • Accumulation D-Links
        • Creating an Accumulation D-Link
      • Allocation tables (A-Table)
        • Creating the A-Table
        • Allocation items
        • Creating the source or target items from a D-List
        • Creating the source or target items from a delimited ASCII file
        • Creating the source or target items from a mapped ASCII file
        • Creating the source or target items from an ODBC data source
        • Using a D-Cube as an allocation table
      • Analyst <> Contributor links
      • Importing from IBM Cognos Package
      • Analyst <> Cognos Finance D-Links
    • Summary
    • Understanding IBM Cognos Planning components
    • Understanding the IBM Cognos Planning technical architecture
      • Tier 1: Web Server or Planning Gateway
      • Tier 2: Application
      • Tier 3: Data
    • Using the Contributor Administration Console program
      • IBM Cognos Planning System settings
        • Planning Store
        • System settings
        • Access Rights
        • DataStores
        • Jobs, Job Servers, and Job Server Clusters
        • Upgrade the Planning Administration Domain (PAD)
      • Developing applications
        • Logon As… and Log Off
        • Email
        • Save
        • Go To Production (GTP)
        • Set online and offline
        • Reset Development to Production
        • Refresh console
        • Application and Publish DataStores/Containers
        • Application folders
        • Macros
        • Administration links
      • Deploying, monitoring, and troubleshooting applications
        • Deployment
        • Monitor console
        • Local log files
        • Help
    • Summary
    • Creating the Contributor application
      • Determining the Contributor application prerequisites
        • Analyst model
        • Technical environment
        • e.List
      • Creating the Contributor application—the process
      • Understanding the post application creation steps
        • The application's development and production areas
    • Configuring the Contributor application for the user web interface
      • Configuring commonly used options
        • Navigation
        • Orientation
        • Breakback (Grid options)
        • Multi-view
        • Slice and dice
        • Multiple owner
        • Planner Only cubes
      • Understanding uncommonly used options
    • Deploying a Contributor application to the Web: The GTP and Reconciliation process
      • Understanding GTP
      • Executing the GTP—the process
      • Understanding the Reconciliation job
    • Making Analyst model changes (synchronize)
      • Understanding synchronization
      • Synchronizing the Contributor application—steps
    • Determining the synchronization impact
    • Enabling Contributor extensions
      • Configuring admin extensions
      • Configuring client extensions
        • Print to Excel
        • Export to Excel
        • Get data
    • Summary
    • Securing application access
      • Understanding e.List dimensions
        • Determining the e.List ownership
        • Creating and maintaining an e.List
      • Securing an application with Rights
        • Assigning the Rights to e.List items
    • Securing the application data
      • Understanding access tables
        • Differentiating access levels
        • Defining Access Table
        • Applying Access Table cautiously
      • Understanding saved selections
        • Creating saved selections for Access Table
    • Validating users' data input
      • Understanding the Data Validations feature
        • Terminology
      • Configuring the Data Validations feature
        • Deciding to validate or not to validate
        • Defining the validation rules
        • Defining the Rule Sets
        • Assigning the Rule Set to e.List items
        • Applying the validation rule on the Contributor Web Client
    • Improving the application performance: The cut-down feature
      • Understanding cut-down feature
      • Selecting cut-down options
        • Cut-down configuration options
        • Cutting-down an application
      • Applying the cut-down feature carefully
    • Summary
    • Updating assumption cubes in Analyst
    • Importing data from external files/databases
      • Understanding the import process—concepts
      • Importing data
        • Bypassing importing data steps
    • Administration Links
      • Creating Administration Links
      • Running Administration Links
    • Importing data using IBM Cognos packages
    • Analyst to Contributor D-Links
      • Creating and running Analyst to Contributor D-Links
    • System Links
      • Creating System Links
      • Running System Links
    • Local Links
    • Summary
    • Managing the Contributor workflow
      • The roles of the planner and reviewer
        • The planner
        • The reviewer
      • Examine a typical workflow for an organization
    • Working with the Contributor Web Client
      • Exploring the Contributor Web Client
        • The tree and e.List
        • The Table
      • Workflow states
      • Opening the application grid for inputting data
      • The menu bar and its buttons
      • Entering data
        • Editing and saving data
        • Editing data using shortcuts
        • Validating data
        • Swapping rows and columns
        • Breakback
        • Annotations
        • Adding documents
        • Submitting data
      • Importing and exporting data from Web Client
        • Exporting Contributor data
        • Importing data to Contributor
      • Working offline
    • Using Contributor with Excel
    • The new Contributor Web Client
      • The new interface
      • New features
        • Customization of the Contributor web view
        • Freeze Panes
    • Summary
    • Accessing planning data
    • Publish
    • Storing published data
      • Who can publish?
      • Publishing using the Table-only layout
      • Publishing data changes (incremental publish)
      • Publishing using the View Layout
      • Automating publishing jobs
      • Understanding the impact of changes
        • e.List changes
        • Model changes
        • Dimension for publish changes
    • Reporting Planning data using BI Tools
      • Real-time reporting options
        • Publish the application as a package to IBM Cognos Connection
        • Using IBM Cognos Planning Contributor as a data source in Framework Manager
      • Reporting from published data
        • Creating a Framework Manager model using the Framework Manager extension
    • Summary
    • Automating common tasks using Analyst macros and batch jobs
      • Types of Analyst macros
      • Creating and running Analyst macros
        • Creating a macro using the wizard
        • Recording a macro
        • Executing a macro
      • Automating typical tasks
        • Updating a D-Cube structure using macros
        • Updating D-Cube data using macros
        • Importing and exporting data using macros
        • Running a series of macros
      • Scheduling Analyst macros
        • Creating a batch job using the Analyst batch utility wizard
        • Scheduling a batch job
    • Administering libraries and users
      • Managing access to Analyst libraries
    • Managing Analyst objects
      • Other maintenance tasks
        • Highlighting unused objects
        • Previewing D-List
        • Reveal File Name
        • Defining Access
        • Using the Copy Wizard to Copy Libraries
      • Creating menus and flowcharts using Manager
    • Summary
    • Automating tasks using Contributor macros
      • Types of Contributor macros
      • Macro security
      • Creating, editing, and running Contributor macros
        • Creating, executing, and editing macros
        • Executing a macro
        • Editing a macro
        • Deleting a macro
        • Transferring macros and macro steps
      • Automating typical tasks
        • Updating a Contributor application
        • Publishing data from a Contributor application
      • Running and scheduling Contributor macros
        • Scheduling Contributor macros in IBM Cognos Connection
        • Scheduling Contributor macros using batch files
    • Controlling rights to administrative functions
      • Typical operations that can be assigned rights
      • Assigning Access Rights
        • Adding groups and roles
        • Assigning Access Rights to the group or role
        • Cascading rights
    • Monitoring jobs and managing Job Servers
      • Typical jobs
      • Monitoring jobs
        • The Job Management screen
        • The Monitoring Console
      • Managing Job Clusters
        • Adding a Job Cluster
        • Adding a Job Server
        • Adding objects to a Job Cluster
        • Adding objects to a Job Server
        • Removing Job Servers
        • Removing Job Clusters
        • Removing objects from a Job Cluster or Job Server
    • Summary
    • Overview of security in IBM Cognos Planning
      • Authentication and authorization
        • Authentication
        • Authorization
      • Users, groups, and roles
        • Users
        • Groups
        • Roles
      • IBM Cognos 8 namepace
        • To view the contents of the IBM Cognos namespace
        • IBM Cognos 8 namespace planning roles
        • Capabilities
    • Managing security profiles
      • Analyst security
        • Assigning security at the library level
        • Assigning security at object level
        • Assigning security at item level
      • Contributor security
        • Access Rights
        • Macro security
        • Controlling access to the Contributor application
    • Summary



Jason Edwards

Jason Edwards is an IBM Cognos Planning solutions expert and partner of Agile Strategic Business Consulting. He has extensive experience in application design and development and has effectively implemented highly successful IBM Cognos Planning solutions for a variety of companies. Jason is certified in IBM Cognos Planning and holds a Bachelor's degree in accounting and finance. Jason can be contacted at

Ned Riaz

Ned Riaz is a Certified IBM Cognos Planning expert and principal partner at Agile Strategic Business Consulting, a consulting company that specializes in IBM Cognos Planning and Business Intelligence implementations.

Ned has obtained a B.S. degree in Accounting and Management Information Systems, and he passed the CPA (Certified Public Accountant) exam after finishing his degree. After finishing his education, Ned worked as an auditor, accountant, and finance director in many industries, such as banks, software reselling, and entertainment. He became involved in system development work in the late nineties, and deployed various medium-sized accounting and general ledger systems.

Ned joined Adaytum Software, the original manufacturer of Planning products, in late 1999 when Adaytum had less than 50 employees. He has been working with Planning products since Contributor 1.1 and Analyst 2.2 were released in early 2000. While working with Adaytum, Ned designed and built many Planning models for a wide range of customers.

During his days in Adaytum and Cognos, Ned designed and deployed models and systems for many large fortune 500 companies in various industries, such as pharmaceutical, hospital, aircraft operations, and retailers.

As a partner/employee of Agile Strategic Business Consulting, Ned has been involved in designing and deploying various models and systems at a large information delivery corporation since 2006.

Ned and his wife live in Central Minnesota. He enjoys cycling, badminton, and volunteering with rescued rabbits. He can be contacted at and on the Web at

Rich Babaran

Rich Babaran has over 20 years of experience in financial modeling and analysis, planning and forecasting, performance measurement development, workflow modelling, and process improvement. He has spent the last 9 years helping organizations improve their planning processes using IBM Cognos Planning. Rich has a Bachelor's degree in Economics and an MBA in Finance. Rich is a partner at Agile Strategic Business Consulting.

The authors and Packt Publishing would like to extend their thanks to Janosys Inc. for their gracious support in the development of this book.

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What you will learn from this book


  • Master the main phases of the model development process and the various considerations you need to think about before embarking on an IBM Cognos Planning project.
  • Use Analyst objects to define, store, and move data and leverage powerful data integration tools to let you seamlessly update your models from various data sources.
  • Automate common tasks in Analyst such as updating model structures and importing and exporting data by creating Analyst macros.
  • Create and configure a Contributor application and deploy it on the Web so that the users can enter budget and forecast data.
  • Load data into a Contributor application using different data import methods.
  • Automate typical administration tasks in the Contributor Administration Console such as application configuration and the import and publishing of data by creating and scheduling contributor macros.
  • Navigate the Contributor Web Client and use it to enter budget and forecast data.
  • Apply security to Analyst models and Contributor applications.
  • Integrate IBM Cognos Planning with IBM Cognos BI and make planning data available for BI reporting purposes.

In Detail

Business planning is no longer just about defining goals, identifying critical issues, and then mapping out strategies. In today's dynamic and highly competitive business environment, companies with complex business models want their abstract strategies turned into discrete, executable plans. They want information from the field to reach decision makers in real-time so that they can fine-tune their plans as events unfold. IBM Cognos 8 Planning offers just that.

This book provides you with everything you need to know for building planning models using IBM Cognos 8 Planning. After reading this book, you can begin your journey into model building bringing with you a perspective that comes from three of the most seasoned IBM Cognos Planning consultants in the business.

In this book, you will learn how to build planning models using IBM Cognos Planning's modeling tool, Analyst. We introduce you to key objects in Analyst that let you define, store, and move data. Then we show how you can deploy the model to hundreds or thousands of users using IBM Cognos Planning's web-based tool, Contributor. We demonstrate some of the things you can do as an administrator and as a user. Finally, we show the automation tools that you can use to maintain and support your models. As we go through this, we will share with you tips and tricks and insights from our experience with real implementations.

A step-by-step, practical guide to designing, building, and deploying planning models with useful tips to avoid common model building pitfalls


This is a step-by-step, practical guide to designing, building, and deploying Planning models, with plenty of advice from three of the most seasoned Cognos Planning consultants having over 25 years of real-world, in-the-trench experience. We remove the technical clutter and jump right to the heart of the subject focusing only on what is important.

Who this book is for

Written for first-time developers wanting an introduction to IBM Cognos Planning, this book gives clear, easy-to-understand instructions on how to design, build, and deploy Planning models focusing only on the essential tools that you need to know. It is for anyone who wants to understand IBM Cognos Planning and make a transition to this tool from elsewhere.

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