IBM Planning Analytics: Design and Develop Models in Planning Analytics Workspace (V2.0.x)

Course Description

This course is designed to teach modelers how to build a complete model in IBM Planning Analytics using Planning Analytics Workspace. Through a series of lectures and hands-on exercises, students will learn how to set up dimensions and cubes, manually enter data into these structures, and define the data that users can see. Students will also learn how to transfer data into the IBM Planning Analytics model, including the use of TurboIntegrator scripts to perform data transfer. In addition, the course outlines how to customize drill paths, convert currencies, and model for different fiscal requirements.

Objectives

Create dimensions 

• What is a dimension?
• What are weights?
• Time dimensions
• Member attributes
• Hierarchies

Load and maintain data 

• What is Turbo Integrator?
• Defining data sources and process parameters in Turbo Integrator
• Validate and run processes
• Turbo Integrator chores

Add business rules 

• What are rules?
• How do you create a rule?
• Review rule processing
• Use a rule to override aggregation
• Use a function in a rule

Optimize rule performance 

• Understanding consolidations and sparsity
• Optimize your rules using SKIPCHECK
• Using feeder statements
• Inter-cube feeders
• Feeding string rules
• Trace cell values and feeders

Transfer data into your model 

• Link cubes with different dimensions
• Review Turbo Integrator
• Dealing with data
• Use IBM Planning Analytics as a data source
• Tips for scripting in Turbo Integrator

Customize drill paths

• View related data
• Create a drill path

Use rules for advanced modeling 

• Describe a virtual cube
• Utilize a lookup cube
• Use relative spreading and a spread profiles cube
• Use attributes in rules

Convert currencies 

• Converting currency: an overview
• Review control cubes

Model for different fiscal requirements

• Understanding time
• Discrete time dimensions
• Continuous time dimensions
• Develop a continuous-time model

Audience

Data Modelers

Prerequisites

• Knowledge of your business requirements
• IBM Planning Analytics: Analyze Data and Create Reports (V2.0.x)