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IBM Cognos 8 Planning

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Jason Edwards, Ned Riaz, Rich Babaran

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Book Details

ISBN 139781847196842
Paperback424 pages

About This Book

 

  • 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

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.

Table of Contents

Chapter 1: Planning with IBM Cognos
Planning in a dynamic business environment
How technology enables planning best practices
Introducing IBM Cognos Planning
Summary
Chapter 2: Getting to know IBM Cognos Tools
Scenario
IBM Cognos Planning — Contributor
IBM Cognos Excel add-in for Analyst and Contributor
IBM Cognos Metric Designer and Metric Studio
IBM Cognos Reporting Studios
IBM Cognos Framework Manager
IBM Cognos Event Studio
IBM Cognos Connection web portal
Summary
Chapter 3: Understanding the Model Development Process
The process
Considerations for building an Analyst planning model
Designing the model template in Analyst
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
Chapter 4: Understanding the Analyst Environment
Getting familiar with Analyst
The building blocks of an Analyst model
Organizing objects by using libraries
Basic administration tools
Configuring Analyst
Summary
Chapter 5: Defining Data Structures: D-List
Overview of D-List
Summary
Chapter 6: Storing Planning Data: D-Cube
Overview of the D-Cube
Creating a D-Cube
Working with the D-Cube
Entering data into D-Cubes
Summary
Chapter 7: Moving Planning Data: D-Links
Overview of a D-Link
Connecting to external data sources
Summary
Chapter 8: Understanding the Contributor Environment
Understanding IBM Cognos Planning components
Understanding the IBM Cognos Planning technical architecture
Using the Contributor Administration Console program
Summary
Chapter 9: Building, Configuring, and Updating the Contributor Application
Creating the Contributor application
Configuring the Contributor application for the user web interface
Deploying a Contributor application to the Web: The GTP and Reconciliation process
Making Analyst model changes (synchronize)
Determining the synchronization impact
Enabling Contributor extensions
Summary
Chapter 10: Securing and Controlling Contributor Web Client Template/Application
Securing application access
Securing the application data
Validating users' data input
Improving the application performance: The cut-down feature
Summary
Chapter 11: Importing Data into a Contributor Application
Updating assumption cubes in Analyst
Importing data from external files/databases
Administration Links
Importing data using IBM Cognos packages
Analyst to Contributor D-Links
System Links
Local Links
Summary
Chapter 12: Working with the Contributor Web Client
Managing the Contributor workflow
Working with the Contributor Web Client
Using Contributor with Excel
The new Contributor Web Client
Summary
Chapter 13: Reporting Planning Data—Publish and BI Integration
Accessing planning data
Publish
Storing published data
Reporting Planning data using BI Tools
Summary
Chapter 14: Maintaining Analyst Models
Automating common tasks using Analyst macros and batch jobs
Administering libraries and users
Managing Analyst objects
Summary
Chapter 15: Maintaining Contributor Applications
Automating tasks using Contributor macros
Controlling rights to administrative functions
Monitoring jobs and managing Job Servers
Summary
Chapter 16: Maintaining Security
Overview of security in IBM Cognos Planning
Managing security profiles
Summary

What You Will Learn

 

  • 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.

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