Book description
Engineer a clear-cut strategy for achieving best-in-class results
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
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.
Table of contents
-
IBM Cognos 8 Planning
- IBM Cognos 8 Planning
- Credits
- About the Authors
- Acknowledgment
- About the Reviewers
- Preface
- 1. Planning with IBM Cognos
- 2. Getting to know IBM Cognos Tools
-
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
- 4. Understanding the Analyst Environment
-
5. Defining Data Structures: D-List
-
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
- Configuring a Timescale D-List
- Formatting D-List items
-
Creating the D-List
- Summary
-
Overview of D-List
-
6. Storing Planning Data: D-Cube
- Overview of the D-Cube
- Creating a D-Cube
-
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
- Formatting data using the D-Cube Format
- Exporting data from the D-Cube
- Breakback
- Configuring D-Cube options
- Entering data into D-Cubes
- Summary
-
7. Moving Planning Data: D-Links
- Overview of a D-Link
-
Connecting to external data sources
- File Map
- ODBC connection
- Executing the D-Link
- Allocating dimension items
- Special D-Links
-
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
- 8. Understanding the Contributor Environment
-
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
- Understanding the Reconciliation job
- Making Analyst model changes (synchronize)
- Determining the synchronization impact
- Enabling Contributor extensions
- Summary
- 10. Securing and Controlling Contributor Web Client Template/Application
- 11. Importing Data into a Contributor Application
-
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
- 13. Reporting Planning Data—Publish and BI Integration
- 14. Maintaining Analyst Models
- 15. Maintaining Contributor Applications
- 16. Maintaining Security
Product information
- Title: IBM Cognos 8 Planning
- Author(s):
- Release date: July 2009
- Publisher(s): Packt Publishing
- ISBN: 9781847196842
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