Cognos Training

FM Introduction

• Define FM and Its purpose
• Architecture and integration with Cognos 8
• Overview User Interface
• Role of a Metadata-Modeler

• Define Project files and Learn to create them.
• Importing Metadata.
• Using Multiple Data sources.
• Multi-Lingual metadata.
• Relationships and Cardinality Overview
• Define Segment
• What is a Link

• Working with Data sources
• Creating Data sources in cognos Connection and FM.
• Study its various Properties
• Aggregates property
• Query Processing Type

• Characteristics of a Data Warehouse
• OLAP Databases and Differences
• Dimension Tables, Fact Tables (Attributes & Measures)Architecture of Data Warehouse

• Slowly Changing Dimensions
• Surrogate Key
• Degenerate Dimension
• Conformed Dimension
• Time Dimension
• Fact Less Fact tables

• Dimension and Fact Tables
• Star Schema
• Snow Flake Schema
• Multi-Star Schema
• Multi- Snow Flake Schema

• Normalization and De-Normalization.
• Multi-Dimensional Modeling
• DFD - Data Flow Diagrams.
• E-R - Entity Relationship Diagrams.
• Relational Modeling and Dimensional Modeling.
• Designing Star Schema, Snowflake Schema and Multi-Star Schema.

• Studying RDBMS Model
• Query Subjects- Data source, Model and Stored Procedure
• Verifying Relationships
• Cardinality , Its Importance in Cognos 8
• Dimensional Modeling
• Object Explorer and Dimension Map
• DMR- Dimensionally Modeled Relational structure
• Identify the advantages of modeling as a star schema

• Multi-Lingual Meta data modeling
• Export and Import Translation file
• Multi-Lingual Data modeling
• Dynamic Column selection SQL

• Regular Dimension
• Measure Dimension
• Model Regular Dimension
• Model Measure Dimension
• Specify Determinants
• Scope Relationship
• Set Scope using Dimension Map Working with Packages
• Introduction and its Importance
• Create Package
• Set Governors
• Externalize Query Subjects
• Verifying Model
• Publish Packages
• Create a List Report
• Add and Remove Data
• Summarized Measures
• Grouping
• Page Breaks

• Load Jobs
• Full Initial Load

• Discuss Cognos 8 BI Architecture

• Security and its importance
• Different kinds of security
• Object Level Security
• Data Level Security
• Package Level Security

Introduction

• Overview
• Architecture and Integration with Cognos 8 BI
• Walk-Thru elements on the screen

• Organize Folders and Packages
• Setup security
• Add groups and Roles
• Run a Report
• Report Views
• Export a report into other formats

• Crosstab Basics
• Swap Rows and Columns
• Create and Modify Charts
• Display Crosstabs and Charts

• Creating, Editing and Removing Filters

• Definitions
• Create Prompt Pages
• Multiple Prompts in a Single Report

• Setup Report Scheduling
• Setting Email Notifications
• Schedule Management

Overview of Reports

• Adhoc Reporting Vs Stand Alone Reporting
• Study Query Studio Interface
• Create a sample report

• Create List Report
• Create Cross-Tab Report
• Create Charts - Pie Charts
• Grouping of Data

• Add Filters
• Sorting Data
• Create Custom Calculations
• Drilling To View detailed Information
• Exporting data
• Turn off Auto-Summarization
• Overview all other controls on the screen

• Define Calculations
• Subtotals
• Detail, Group and Layout Calculations
• Use Functions in Calculations

• Fonts & Styles
• Headers and Footers
• Sections
• Blocks, Tables and Graphics in Reports
• Reuse Objects

• Bubble Charts & Tooltips
• Introduction to Mapping

• Multi-display Reports
• Drill Through Reports
• Master-Detail Reports
• Condensed Reports

Overview of Cognos 8

• Overview of Cognos 8
• Overview of Studios

• Cognos Connection Interface
• Navigating in Cognos Connection
• Running and Saving Reports and Report Views

• Definitions
• The Report Studio Interface
• Templates

• Review of prompts
• Prompts with static values
• Prompts that perform sorting
• Conditional formatting with prompts

• The Condition Explorer
• Creating a Conditional Format

Saving and Scheduling Reports

• Save and Export Reports
• Using the Scheduler

Cognos 8 Advanced Reporting Topics

Review of Cognos 8 & Report Studio

• Review of Cognos 8
• Review of Report Studio Reporting Techniques

• Query Components
• Build and modify queries from the Query Explorer
• Create join queries
• Create queries with SQL
• Create child queries

• Definitions
• Create a bursted report

• Discuss the Event Studio Window
• Events
• Agents
• Tasks
• Notification Methods

• View and understand the report specification
• Import XML report specifications
• Export XML report

• Create templates

• Complex report examples
• Advanced Drill Through
• Complex calculations
• Dynamic time periods

• MDX and Unique Member Names
• Working with Dimensional functions
• Period to Date ts
• Zero suppression
• calculations
• Tree Prompts

• Basic HTML in Report Studio

Comprehensive Workshop

• Create a series of complex report

Analysis Studio Basics

• Definitions
• Dimensions and Sets
• The Analysis Studio Interface
• The Work Area and Crosstabs

• Creating an Agent
• Specify an Event Condition
• Define a Parameter
• Define a Calculation
• Adding Tasks
• Specify the Task Execution Rules
• Preview the Data
• Create a Schedule for an Agent
• Specify Default Options for an Agent
• Allow Users to Subscribe to the Alert List of the Agent
• Change the Order in Which to Run Tasks
• Modify an Event Condition
• Modify or Delete a Task
• Modify the Task Execution Rules
• Test an Agent
• Run an Agent
• Remove Previous Event Instances for an Agent
• Working With Agents in Cognos Connection

• Change rows and columns
• Swap rows and columns
• Change measures & measure display
• Drill down
• Basic Filters (rows and columns)
• Context filters
• Advanced filtering

• Sorting
• Ranking
• Charts
• Split Displays
• Nesting

• Calculations
• Stacked Sets
• Complex crosstabs
• Advanced Sorting
• Custom Sets
• Saving and Exporting

Topics Covered

• Overview of Cognos 8 BI
• Discuss the fundamentals of OLAP modeling
• Plan, design, and work with the model plan
• Work with data sources and build a model
• Examine the time dimension and relative time
• Use multiple data sources and address uniqueness
• Work with measures and currency conversion
• Create alternate hierarchies within a dimension. Advanced dimensional modeling. Customize cube content
• Examine Cognos 8 security
• Apply security
• Maintain models and Power Cubes
• Optimize and partition Power Cubes
• Model for Drill-Through
• Identify common data structures.

• OLAP Modelers who will build Power Cubes for use in Cognos 8 BI.

• Understand the business need for ad hoc queries and analysis
• Cognos 8 BI: Reporting and Analyzing Data for Business Authors (recommended)
• Experience using basic Windows functionality.
• Data Movement Entries

• Security Model
• Users, Groups, and Roles
• Access Permissions
• Securing Functions and Features
• Initial Security

• This course covers both Metrics Studio and Metrics Designer.

• Define Metrics and Its purpose
• Performance Management
• Define Scorecards
• Define Dashboard
• Differences between Dashboard and Scorecard
• Introduce Metric Studio Screens

• Metric Type
• Metric, Score and Scorecard
• Qualifiers
• Trend and History Charts
• Color Indicators, Status

• Architecture and Workflow
• Integration with Cognos 8
• Application Environment and
• Aggregates property
• Query Processing Type

• Create Metric Store
• Create Data source Connection
• Create Metric package
• Create Scorecard
• Create Metric Type and Metric
• Setup Score Calculations and Other Settings under Tools Recalculate metric derived values
• Transfer data from staging into metric store

• Import data into scorecards using Text files
• Export Data
• Metric designer introduction
• Create Metric Extracts
• Power play Cube based Metrics extract
• Relational framework manager based extract
• Execution, Schedule and publish extracts
• Create a complete extract, publish and execute

• Watch Lists
• Diagrams , Strategy Maps
• Impact Diagrams
• History Charts
• Projects, Actions
• Manual edits on scorecard

• Cognos Connection
• Pages and Dashboards
• Activities Management
• Schedule Management
• Deployment
• Administering Packages
• Managing User Profiles
• Administering Microsoft Office Documents

• Reports and Cubes
• Agents
• Metric Studio Metrics
• Drill-through Access

Managing Portlets and Styles

• Deploying Cognos Portlets to Third-party Portals Customization
• Customizing the Appearance of Cognos 8
• Customizing the Functionality of Cognos 8

Cognos 8 Planning Architecture Introduction to Cognos 8 Planning - Analyst

• Create D-Lists , D-Cubes and D-Link
• Load Data
• Enhance D-Lists , D-Cubes and D-Link
• Distribute Data
• Create and Distribute an Income Statement
• Forecast Data
• Automate Processes
• Object Maintenance and Administration
• Use Complex Calculations
• Examine Advanced Concepts
• Design for Reporting.
• Enhance Functionality Using the Excel Add-In
• Illustrate the Model Using Cognos 8 Planning Manager
• Use Cognos 8 Planning - Analyst with Cognos 8 Planning - Contributor (Optional)
• Use Cognos 8 Planning - Analyst with Cognos Finance (Optional)

• Application Administrators and Model Designers

Prerequisites

• Knowledge of your organization’s data and structure ,Microsoft Excel

Transfer Data into Your Model Using Scripts

• Add a subset to a dimension
• Use logic in scripts
• Move data between versions
• Construct chores

Customize Drill Paths

• View related data
• Create a Drill Process
• Create a Drill Assignment Rule
• Edit a drill process

Using Rules for Advanced Modeling

• Discuss virtual cubes
• List uses for lookup cubes
• Create and use a spread profile cube
• Implement moving balances in a cube

Convert Currencies

• Discuss currency challenges
• Create currency dimension
• Create currency cube
• Create rules for currency conversion
• Use TM1 techniques to reduce maintenance

Model for Different Fiscal Requirements

• Discuss time considerations
• Use discrete time dimensions
• Implement a continuous time dimension model

Contribute Data to Managed Planning Applications

• Examine Managed Planning Applications
• Explore user roles and built-in Workflow
• Use the TM1 Contributor Web grid

Create and Deploy Planning Applications to the Web

• Create a Managed Planning Application
• Manage Existing Applications
• Examine Design Techniques and Best Practices for Building Applications

• Introduction Cognos 8 Administration

• System Performance Metrics
• Server Administration

• Data Sources and Connections
• Back Up Data

Cognos 8 Planning Contributor Application Administration.Introduction to Cognos 8 Planning - Contributor Administration

• Build a Contributor Application
• Manage Workflow and Web Activities
• Apply Security
• Administer Applications
• Manage Data
• Use Extensions
• Automate Applications
• Additional Integration with Cognos 8
• Case Study
• Use the Add-In for Excel (optional)
• Move Data between Analyst and Contributor (optional)
• Translate an Application (optional).
• Prerequisites
• Cognos 8 Planning Analyst Model Building

• Review financial performance management
• Discuss Online Analytical Processing (OLAP)
• Identify the TM1 position in the financial performance management system
• Describe the architecture and components of TM1
• Identify the basic tasks required to create a TM1 application and deploy it

Create Dimensions

• Review cubes and dimensions
• Create dimensions manually
• Edit dimensions
• Create dimensions using Turbo Integrator

Build Cubes and Views

• Discuss cubes and data points
• Create cubes
• Construct views of data in cubes

Load and Maintain 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

Add Business Rules

• Discuss a rule
• Construct rules for elements or consolidations
• Use functions in rules
• Optimize rule performance
• Discuss rules in a Rule Worksheet

Optimize Rule Performance

• Optimize rule performance
• Use Skipcheck and Feeders
• Employ tools to enhance rules and feeders