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Business Analytics Training Catalog

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Contact InformationTo fi nd out more information on how QueBIT can work withyour organization to achieve results, please contact us at 800-QUEBIT1 or email us at [email protected]

QueBIT49 Secor RoadScarsdale, New York 10583

Why use QueBIT for training?QueBIT helps users learn and develop their IBM Business Analytics skills in a wide variety of situations. Customized courses provide a creative fl exible advantage to training. QueBIT fi ts training to the client’s needs by using generic or customized courses from your data set providing a creative, fl exible advantage to training. Empowering the users to be more productive is QueBIT’s main goal.

QueBIT will support your training needs for all the IBM Business Analytics Products: Business Intelligence, TM1, Cognos Planning, and Cognos Finance. QueBIT Consulting, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have fi nal authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

The Value of ChoiceTraining Options

Instructor LedLive, instructor-led training is considered to be the most effective, which involves real-time interaction, in-depth information sharing and direct response to questions. Few educational opportunities are considered more valuable than meeting and interacting directly with a instructor or staff support for various programs.

Web-basedParticipation is possible anywhere with internet access. Class slides, demonstrations, and relevant documents can be viewed simultaneously via a web browser. Students save on travel time and expenses. Each web-based training course is facilitated by a QueBIT instructor and may include relevant staff members. Participants also have an opportunity to ask questions during the session.

WorkshopWorkshops can be delivered either on-site or on-line, based on your data set. Workshops concentrate on a single or focused set of topics and are designed around submitted questions by participants prior to the session. Workshops provide a forum for discussions on specifi c issues.

Train the TrainerTo provide trainers with the knowledge, skills, and materials they need to successfully teach the IBM Cognos Content. This is an instructor led class of the desired software with a certifi ed QueBIT instructor. This is not a customized class, as this class is to show the trainer how to present the software in an effective manner.

Business AnalyticsGood decisions are the building blocks of great business performance. Organizations connecting personnel with trusted, relevant information and strengthen a fact-based culture are able to confi dently predict, plan, and act to optimize business outcomes. As a premier IBM partner, QueBIT is a leader in software integration and related services. QueBIT delivers value to our client partners by providing accountability and a common understanding based on answers to these basic business analytics and optimization questions:

How are we doing? Through the implementation of tools such as dashboards and scorecards, you can track your key metrics. These tools are vital to measuring and monitoring of your business performance.

Why? To analyze your business, you need to view critical data, gain insight, understand trends, and recognize anomalies. Reporting and analysis tools allow you to perform these functions effectively.

What should we be doing next? Reliable planning and budgeting tools are necessary to drive accurate forecasts. By implementing an effective business analytics and optimization solution, you can signifi cantly improve your organization’s decision making ability. The integrated approach to business analytics solutions allows you to focus on making decisions, instead of spending time gathering data or questioning timeliness or accuracy. The end result is better alignment, accountability, and performance.

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Offi ce of Finance Roadmap & Table of Contents

IBM Cognos TM1 IntroductionIBM Cognos TM1 End UserIBM Cognos TM1 DeveloperIBM Cognos TM1 AdministrationIBM Cognos TM1 ModelerIBM Cognos Planning Analyst AdministrationIBM Cognos Planning Advanced AnalystIBM Cognos Planning Contributor AdministrationIBM Cognos Planning Contributor Advanced AdministrationIBM Cognos Finance AuthoringIBM Cognos Finance Administration

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OOF Training Roadmap

Report Consumers – Report Consumers analyze their side of the business by viewing Cognos Finance reportsReport Authors – Report Authors create their own Cognos Finance reports in order to analyze the businessDeveloper – The Developer is responsible for system installation, confi guration, system optimization. Administrator – The administrator is responsible for the overall administration of the Cognos Products, including security, confi guration, maintenance, and system optimization.

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Use TM1 for model analysisExplore model dataCreate spreadsheetsPerform What If AnalysisOrganize and distribute resultsCreate an application and dimensionsUtilize TurboIntegrator Create basic business rules

IBM Cognos TM1 capabilities span personal, functional, and enterprise requirements for planning, analysis, and reporting to help Finance drive timely decision-making. Analysts and Managers can use TM1 Perspectives, Microsoft Excel, or a web interface to analyze their business performance.

Overview: Attendees will learn to create spreadsheets and views in order to analyze data, prior to a design session. Students will also understand the basic principles of TM1 model building by creating a TurboIntegrator process and creating business rules.

Prerequisites: Knowledge of your organization’s data and structure, as well as Microsoft Excel experience, is necessary.

Performance Goals: Upon successful completion of this course, students will be able to:

IBM Cognos TM1 Introduction2 day course

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Please contact us at [email protected] for more information.

Sample Topics Include

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Create an ApplicationCreate DimensionsCreate a TurboIntegrator ProcessDefi ne Advanced Turbo TabsWrite a TM1 RuleReview Arithmetic, String, and Logical OperatorsUnderstand C: Versus N:Explain Reasons For FeedersOptimize rules with Skipcheck and FeedersWrite a TM1 Rule With FeedersKnow How To FeedReview TipsDiscuss Effi cient FeedersTroubleshoot RulesEnd-To-End Workshop

What is TM1What is OLAPReviewTM1 ComponentsDiscover End User ToolsDefi ne TM1 ObjectsDescribe DataDefi ne Elements, Attributes, Dimensions, and CubesDiscuss Model DesignDetermine How Many DimensionsReview TM1 Component and Infrastructure Naming ConventionsNavigate the Cube ViewerCreate Subset Enter DataInteract with Excel

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Use TM1 for model analysisExplore model dataCreate spreadsheetsPerform What If AnalysisOrganize and distribute results

TM1 is a technology based on On-Line Analytical Processing or OLAP. With TM1, you can quickly view and understand large sets of Complex business data. Analysts and Managers can use TM1 Perspectives, Microsoft Excel, or a web interface to analyze their business performance.

Overview: Attendees will learn to create spreadsheets and views in order to analyze data.

Prerequisites: Knowledge of your organization’s data and structure, as well as Microsoft Excel experience is recommended.


IBM Cognos TM1 End User1 day course



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Generate a Slice to Microsoft ExcelProduce an Active FormConstruct an Excel Report Using TM1 DataAdd Application FoldersCreate and Delete a SandboxAdding Data to a SandboxSubmitting a SandboxNavigate The TM1 Web InterfaceAnalyze Views and Reports Over The WebEnter Data in TM1 Web InterfaceCreating Subsets and Views in TM1 Web

Defi ne TM1 and OLAPExplore TM1 Components and End User ToolsNavigate TM1 Server ExplorerDefi ne Elements, Dimensions, and CubesView Data in a CubeMove and Swap DimensionsDrill Up and Down Display AliasesCreate Basic, Filtered, and Dynamic SubsetsEnter and Hold Data Generate User Defi ned ConsolidationsTake a Snapshot of a View

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Understand OLAP and TM1 ServersCreate dimensionsBuild and populate cubesAdd business rulesCreate currency translationsImplement securityUnderstand best practicesCustomize drill paths

TM1 combines a powerful, multidimensional database engine, Microsoft Excel add-in, Server Explorer front end, Web Interface, Turbo Integrator, and Extract Transform and Load (ETL) tool. The combination of these utilities will allow developers and end users to access multidimensional data with speed and effi ciency, regardless of the source.

Overview: Attendees will learn to defi ne dimensions, create cubes and apply security to your multidimensional data using Turbo Integrator. You will also be able to create basic rules to data in the cubes.

Prerequisites: Completion of TM1 Introduction or TM1 End User class is necessary. You should be familiar with TM1 concepts of views, cubes, and browsing data prior attending the TM1 Developer Administration course. A working knowledge of Microsoft Excel and your organizational structure and data is recommended.


3 day courseIBM Cognos TM1 Developer



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Create and Add Business Logic to RulesOptimize RulesUse TM1 Functions in RulesSharing Data Between CubesTroubleshoot RulesConvert CurrencyReview TM1 Security OptionsCreate Clients and GroupsAssign Users to GroupsImplement Access to TM1 ObjectsUnderstand General Best PracticesCustomize Drill Paths

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Understanding OLAP and TM1 ServersStrategize Cube DesignCreate Elements, Dimensions, and Cubes Defi ne Dimension AttributesCreate, Save, and Execute a TurboIntegrator ProcessWork with Multiple HierarchiesBuild and Populate a CubeOptimize Dimension OrderClear a CubeCreate a ChoreModify TurboIntegrator ScriptReview TurboIntegrator Functions

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Understand The TM1 architectureOperate the TM1 ServerApply SecurityPerform Backup and RecoveryUnderstand other Administrative Jobs

IBM Cognos TM1 capabilities span personal, functional, and enterprise requirements for planning, analysis and reporting to help Finance drive timely decision-making. Analysts and Managers can use TM1.

Overview: This course is intended for end users, administrators, developers, who need to become familiar with TM1 tools that will assist in optimizing performance of the application(s).

Prerequisites: It is recommended that you have Microsoft Excel experience.

Performance Goals: Upon successful completion of this course, attendees will be able to:

1 day courseIBM Cognos TM1 Administration

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Understand TM1 Architecture Locate TM1 Help & ReferenceReview What is Needed for InstallUnderstand Install TM1Analyze IBM Cognos TM1 & BI IntegrationEvaluate TM1 Contributor Install ChecklistIdentify Folders and FilesExamine Upgrading TM1Backup and Restore TM1 Operate The TM1 ServerConsider Control CubesMonitor Performance TM1 Comprehend TM1 SecurityConsider Login Options

Add Clients & GroupsReset Passwords & DisconnectDefi ne Access PrivilegesAssign Cube, Dimension, and Element AccessSecure ProcessesUnderstand Membership in Multiple GroupsConsider Default Settings Study Security TipsCompare Deploying To Production OptionsAnalyze Hardware & Platform Confi gurationsAdd TM1 WebsheetsExamine OLAPObjects For TM1Review Steps to Cutover To ProductionStudy Files and TM1 File Extensions

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Analyze business requirementPlan for model buildingBuild effective modelCreate complex rules and feedersTest model design

TM1 combines a powerful, multidimensional database engine, Microsoft Excel add-in, allowing your organization to create budgets, forecasts, plans, and fi nancial reports.

Overview: Attendees will learn to review end user requirements and reports to determine how to build a TM1 model effectively. The facilitator will be guiding you through the process of analyzing and building your model based on requirements given. Each part of the model is fi rst discussed in detail, reports, and budgets are analyzed, and fi les are reviewed before students design and build models.

Prerequisites: TM1 Introduction or End User and Developer course. A working knowledge of Microsoft Excel and your organizational structure and data is recommended. Performance Goals: Upon successful completion of this course, students will be able to:

2 day courseIBM Cognos TM1 Modeler

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Register the application as a serviceAnalyze and Build Cubes Load Data into Cubes Build and Test RulesGive access to users

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Review TM1 Modeling TipsAnalyzing End User RequirementsOverview of Brummel Tools CompanyReview Vizio Diagram of Modeling PlanCreate an application Create a local server

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Design and create D-Lists, D-Cubes, D-LinksModify D-Lists, D-Cubes, D-LinksLoad and input data into D-CubesApply security to Libraries and Analyst objectsCreate macros for automation

This course is intended for deemed administrators, business subject matter experts, and model designers, who will need to learn how to design and build models for business planning.

Overview: Attendees will learn to design and create IBM Cognos Planning Analyst models, load and input data, and automate common processes.

Prerequisites: Knowledge of your organization’s data and structure as well as Microsoft Excel experience is recommended.


2 day courseIBM Cognos Planning Analyst Administration



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Naming Conventions of D-CubesData Entry into D-CubesQuick CommandsData Entry CommandsData ControlsD-Cube Formatting OptionsReselectingWhat is a D-LinkD-Link Window PropertiesAllocationsMaintenance of A-TablesFile MapsWhat are Macros?Maintain SecurityCreate an Itemized Expense Plan WorkshopCreate a Detail & Summary Travel Model

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Modeling DesignBest PracticesSteps to Building PlansWhat is a Library?D-List CategoriesBest Practices on D-ListsForce to ZeroFormatted D-ListsModify or Update D-List ItemsBuilt-in Functions (BiFs)Weighted AveragesTime AveragesConditional FormulasWhat is a D-Cube?Order of D-Lists for D-CubesSet formula Priority

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IBM Cognos Planning Advanced Analyst2 day course

This course is intended for deemed administrators, business subject matter experts, and model designers, who will need to learn advanced topics in order to design and build models for business planning.

Overview: Attendees will learn to design and create complex IBM Cognos Planning Analyst models by creating complex calculations, forecasting data, examining advanced concepts, designing for reporting.

Prerequisites: Knowledge of your organization’s data and structure as well as Microsoft Excel experience is recommended. Completing the IBM Cognos Planning Analyst Administration class is required.


Create forecast dataUse complex calculationsExamine advanced conceptsDesign for reporting

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Review of AnalystReview D-Lists, D-Links, D-Cubes, File Maps, A-TablesExamine the Forecast Built-in FunctionBuild a revised rolling forecastUse various methods to forecast dataMove values through periods using the FeedParam Built-in FunctionRound values using TRound Built-in FunctionExamine tier calculationsCalculate balances based on profi lesDiscuss calculation precedenceRestructure D-CubesTransfer data within a D-CubeExamine cascading allocations

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Explore the tools available for reporting on Analyst dataDesign a model for reporting purposesPublish objects for external reporting Make published data available for reporting in CognosCreate a report based on Analyst published dataPopulate a D-Cube using Cognos as a datasourceDesign Reports and Administrative ScreensCreate a fl owchartLink the fl owchart to objects to AnalystCreate tablesCreate graphs Backing up your databaseManage D-Lists changesTransferring data

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Design and create Contributor applicationsManage the applicationImport and export dataAssign rights and access to usersNavigate the web interface

This course is intended for deemed administrators, business subject matter experts, technical administrators, and model designers, who will be using Contributor to create and administer Web-based plans.

Overview: Attendees will be able to design and create Contributor applications, control access and rights to applications, import data, and manage and monitor jobs.

Prerequisites: Knowledge of your organization’s data and structure as well as Microsoft Excel experience is necessary. Completing the IBM Cognos Planning Analyst Administration course is recommended.


2 day courseIBM Cognos Planning Contributor Administration


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Data Entry CommandsSuppressing ZerosAttach documents to Application ItemsSaving Data, Update Data/Reset DataAnnotationsSubmitting workRejecting the PlanExporting to ExcelManage SecurityCreate Saved SelectionsAccess Tables and Access LevelsValidation RulesSynchronize a Contributor ApplicationImport Data into ContributorCopy Data to Administration ServerLoad Data into the DatastorePrepare Data BlocksAdminister the ApplicationUse ExtensionsAutomate Application

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Design a Model in AnalystBest practicesContributor TabsAssumption D-CubesThe Administrator, The Planner, The ReviewerCreate E.ListsContributor Administration ConsolePlanning Administration DomainDevelopment and Production ApplicationsJob ClustersContributor Application OverviewRun D-Links for ContributorCut-Down ModelsImport e.List and Right FilesGo To ProductionAbout Cognos ContributorWorkfl ow State IconsForm NavigationPivot or Slicing and DicingData Entry Form

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IBM Cognos Planning Contributor Advanced Administration2 day course

This course is intended for deemed administrators, business subject matter experts, technical administrators, and model designers, who will need to learn advanced Contributor topics create and administer Web-based plans.

Overview: Attendees will be able to apply complex administrative tasks to Contributor applications, such as, managing jobs, moving data using Links, automate IBM Cognos Planning, troubleshooting Planning, integrating with Business Intelligence.

Prerequisites: Knowledge of your organization’s data and structure as well as Microsoft Excel experience is necessary. Completing the IBM Cognos Planning Contributor Administration course is necessary.


Manage jobsMoving data using linksAutomating Cognos PlanningTroubleshooting PlanningIntegrating with Business IntelligenceIntegrating with other IBM Cognos Products

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Review Cognos Planning ContributorReview Cognos Planning ArchitectureExamine job managementIdentify authentication and authorizationAdd users from third-party authentication providers to Cognos groups and rolesImplement security for Analyst and Contributor Export data from Analyst for use in ContributorIntegrate Contributor with AnalystMove data from Analyst to Contributor using a D-LinkMove data from Contributor to Analyst using a D-LinkComparing D-Links to importing data in the Administration ConsoleReview Contributor Admin, System, and Local Links.Examine Cognos Connection

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Create a portal page to group different types of content into a single viewAccess live data in Cognos StudiosCreate and run agents based on Planning data in Event StudioCreate a Planning PackageUse published Analyst and Contributor data in PowerPlayUse published Analyst and Contributor data in Cognos BIUse unpublished (real-time) Analyst and Contributor data in Cognos BIExamine how to administer Cognos ConnectionPerform event-driven planning with Event Studio

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Start and log in to Cognos FinanceCreate basic reports and forms within the Cognos Finance Windows ApplicationAdd calculations and formatting to the report or formConstruct a dynamic report and formModify existing reportsProduce an Excel Report utilizing the Cognos Finance DatabaseAnalyze a web report and Input formDistribute reports and forms throughout your organization

This course is intended for deemed report authors and consumers, administrators, model designers, data analysts, and business subject matter experts, who need to learn how to design and build reports for their business analysis.

Overview: Attendees will learn to create basic reports and input forms over IBM Cognos Finance Windows. Users will be able to analyze fi nancial data over the Windows application and Web Interface. Creation of Excel reports utilizing the IBM Cognos Finance database will be included in this course. After reports are enhanced, attendees will learn different distribution methodologies for reports and forms.

Prerequisites: Knowledge of your organization’s data and structure as well as Microsoft Excel experience is recommended.


2 day courseIBM Cognos Finance Authoring



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Create a basic FormEnter data into a formInsert external Data into a formPost data to the systemExcel IntegrationCognos Finance WebDrilling over the WebExporting from the WebPrint a Report or Form24 Month Trend AnalysisOutputting to Excel, PDF, HTML, XBRL, and PowerPlay CubeEmail a report or formBatch ReportingSave Batch Reporting LibrariesPrint or Export Batch Reports

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Defi ne Cognos FinanceUsages of ModulesCognos Finance DimensionsReport Creation OrderChoose a Layout DesignHierarchy CommandGenerate ValuesForce Read and GenerateCreate CalculationsFormat OptionsModule PreferencesDrill to External DetailsAttribute ReportingAdvanced CalculationsAvailable Text MacrosDynamic LibrariesDependency Reporting

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Plan and create a new Cognos Finance SystemPopulate a system with metadata and dataPerform currency translations, allocations, and eliminate intercompany transactionsPrepare for a new month and fi scal year within Cognos FinanceApply security to a Cognos Finance System

This course is intended for IBM Cognos Finance administrators, typically fi nancial and business individuals, who will be maintaining and administering IBM Cognos Finance for their company.

Overview: Attendees will be able to evaluate end user requirements in order to build an effi cient and user-friendly, Cognos Finance application. You will learn different practices of building your metadata structure and importing data, as well as how to enhance your system with allocations, submission rollups, and currency translations.

Prerequisites: Knowledge of your organization’s general ledger system and fi nancial data sources, and requirements for fi nancial reporting is recommended. The IBM Cognos Finance Reporting and Input Techniques course is mandatory.


2 day courseIBM Cognos Finance Administration



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Transfer Data ModuleSubmission Roll Up ModuleExtract ModulePrepare For a New Month and Fiscal YearBack up and Restore databaseMaintain SubmissionsUpdate the System RemotelyMetadata ExchangeApply SecurityManage securityGive Modular ActivitiesRestrict Metadata AccessControl User AccessShare Security Information

Defi ne Cognos FinanceIdentify user requirementsDesign and Plan a systemCreate a SystemDefi ne DimensionsAdd Metadata and set optionsAdd User Defi ned FunctionsImporting Ledger Defi nition Scripts and ASCII FilesPopulate system with data fi les and ODBC databasesCreate Map FilesVerify Raw DataCreate Currency TranslationsPerform AllocationsSetup Intercompany Eliminations

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Business Intelligence Roadmap & Table of ContentsIBM Cognos Introduction to Cognos ConnectionIBM Cognos Query StudioIntroduction to Analysis StudioIBM Cognos Business InsightReport Studio IntroductionReport Studio AdvancedFramework ManagerOLAP Modeling (Transformer)IBM Cognos AdministrationCAFE

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Business Intelligence Roadmap

CAFE can be added onto any of the above licenses except for Business Consumer.

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1/2 day course

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Start and log in to IBM Cognos ConnectionRun standard reportsRespond to promptsExport to Excel, PDF and other formatsPrint and email reportsCustomize Cognos Connection Home PageSchedule reports to run unattended

Cognos Connection is the web portal used to run reports, or create reports using Query Studio, Report Studio, or Analysis Studio. Cognos Viewer displays reports on the web.

Overview: Students will learn how to use IBM Cognos to view, save and print standard reports. Running reports, responding to prompts, saving prompt values, exporting to Excel and PDF, scheduling reports, and customizing Cognos Connection will be covered.

Prerequisites: Knowledge of the use of web browser to access the corporate intranet environment is assumed. Familiarity with Microsoft Windows and basic navigation.


IBM Cognos Introduction to Cognos Connection



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Navigating to the Location of Standard ReportsDrill Through ReportsViewing, Saving as ExcelViewing, Saving as PDFList View, Details ViewCopying, Pasting, Deleting a ReportSaving a Report ViewSaving Prompt ResponsesScheduling Reports to Run UnattendedRun with OptionsOptions While a Report is Running (Wait or Save)Changing the Home Page

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The Components of IBM CognosCognos ConnectionQuery StudioAnalysis StudioReport StudioCognos ViewerFramework ManagerBusiness InsightThe IBM Cognos Welcome ScreenPublic FoldersMy FoldersToolbar Icons, Actions Icons, Report Icons, Cognos Viewer Icons

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Query Studio is a web-based tool used for ad-hoc queries. This tool is used by the business user. Query Studio can create simple reports showing a region of sales with automatic summaries and the reports can be opened in Report Studio for further design changes.

Overview: Students will learn to use Query Studio to create ad-hoc reports. Topics covered will include building queries, sorting, grouping, fi ltering and calculation features. In addition, students will be introduced to charts, crosstab reports, and Query Studio advanced features.

Prerequisites: Knowledge of the use of a web browser to access the corporate intranet environment is assumed. Familiarity with Microsoft Windows and basic navigation.


IBM Cognos Query Studio1/2 day course

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Start and log in to Cognos ConnectionUnderstand the differences between Query Studio & Report StudioCreate reports in Query StudioEdit a report, move columns, sort columnsCreate groups, expand and contract groupsCreate detail and summary calculationsCreate custom groupsChange default summary and aggregation settings

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Filtering by Searching, Filtering by Typing in a ValueFiltering on a Number, Filtering with DatesComplex Filters, Summary FiltersCalculationsFormatsChanging the Appearance of ReportsApplying a TemplateCrosstab ReportsSwapping Rows and ColumnsNested CrosstabsChartsCollapsing and Expanding GroupsAdvanced Query OptionsChanging SummariesCustom GroupsDrill Up and Drill Down

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The Components of IBM CognosWhat Functionality Does Query Studio Provide?Opening Cognos ConnectionPublic Folders, My Folders, Folder IconsQuery Studio Menus, ToolbarsNavigating Through Report PagesTypes of ReportsRemoving SubtotalsRemoving GroupsSaving a ReportPreviewing a ReportOther View OptionsPrinting a ReportFilters - ConceptsFiltering on a Text ItemRemoving a FilterPrompting

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Start and log in to Cognos ConnectionRun standard reports created from Analysis Studio cubesExport to Excel, PDF and other formatsCreate new reportsModify existing reportsAdd calculation and ranking

Analysis Studio enables the guided exploration of information that pertains to all dimensions of your business, regardless of where the data is stored. Analyze and report against online analytical processing (OLAP) and dimensionally aware relational sources.

Overview: Students will learn how to work with Analysis Studio packages. Calculations, ranking and nesting categories with Analysis Studio will be used within reports created by the students. Modifying, printing and saving reports will be covered.



1 day courseIntroduction to Analysis Studio



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Viewing, Saving as ExcelViewing, Saving as PDFCreate a New Report Using Drag and DropSwapping Rows and ColumnsFiltersSource Tree LimitsViewing more than the Source Tree Limits in the reportHiding Categories, Nested CategoriesSuppressing ZerosCalculationsRename a ColumnCustom RankingTop and Bottom FiltersSwitching to Charts

The Components of IBM CognosWhat Functionality Does Analysis Studio ProvideOpening Cognos ConnectionPublic Folders, My Folders, Folder IconsUsing Analysis StudioAnalysis Studio Screen, Menus, ToolbarsAnalysis Studio ReportsDimensions, Items and MeasuresAnalysis Report ViewDeleting a RowDrilling Down, Drilling UpDrilling Up and Down using the menusChanging the MeasureNavigating to the Location of Standard ReportsRunning a Report with Options

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IBM Cognos Business Insight 2 day course

IBM Cognos Business Insight is a web-based tool that allows you to use IBM Cognos content and external data sources to build sophisticated interactive workspaces that provide insight and facilitate collaborative decision making.

Overview: Students will learn fi rst learn to use Business Insight and then perform deeper analysis and report authoring such as adding additional measures, conditional formatting, and advanced calculations. Attendees will create reports that show data in lists, crosstabs, and charts.

Prerequisites: Knowledge of the use of a web browser to access the corporate intranet environment is assumed. Familiarity with Microsoft Windows and basic navigation.


Understand IBM Cognos Business Insight and Business Insight AdvancedCreate workspacesView and interact with workspacesCollaborate with IBM Cognos Business InsightCreate crosstab, chart, and list reportsFormat reportsManage existing reportsWork with external data

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Sample Topics IncludeUnderstand Differences Between Business Insight and Business Insight AdvancedUsing Business Insight User InterfaceAdding IBM Cognos ContentConfi guring Widget Properties and CommunicationsModifying the Workspace Layout and StyleDisplaying Data in Lists, Crosstabs, and ChartsFiltering and Sorting DataChanging Prompt Values in a ReportAdding Calculations in Lists and CrosstabsGrouping Identical ValuesReordering List ColumnsExporting a WorkspaceDrilling to View Related DataCreating Business Insight Advanced ReportsExploring Relational Data Using Calculations and Summarizing Relational Data Format and Filter Relational Data

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Inserting Dimensional Members and HierarchiesCreating A Set of Members and Page LayersSorting and Formatting Dimensional DataCreating Dimensional Custom GroupsUsing Dimensional CalculationsDrilling on a Member or SetAdding Headers or Footers to a ReportAdding Border, Text and ColorInserting an Image and Other Objects in a ReportLaying Out Report PagesOpening and Saving A Report to Your ComputerManaging Changes in The PackageImporting and Mapping DataPreparing to Work With Your External DataEditing Your External DataRunning A Report Containing External DataMaking Reports Public

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Understand the components of Cognos Navigate the Report Studio interfaceCreate and modify reportsUnderstand aggregationSort, group, and add summariesCreate fi lters and promptsAdd detail and summary calculationsFormat reportsCreate crosstab reports

Report Studio is a Web-based tool that professional report authors use to build sophisticated, multiple-page, multiple query reports against multiple databases. With Report Studio, you can create any report that your company requires, such as sales, inventory, statements and dashboard reports.

Overview: Students will learn to create new reports in IBM Cognos Report Studio. Aggregation, summaries, grouping, and sorting will be covered. Students will create fi lters and prompts, add detail and summary calculations, format reports, and create list and crosstab reports.

Prerequisites: IBM Cognos Introduction or equivalent knowledge.


2 day courseReport Studio Introduction



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Understand IBM Cognos ComponentsExplore The Report Studio EnvironmentCreate And Generate A ReportUnderstand Relational versus Multi-Dimensional Data SourcesExamine Parameters and PromptsIdentify Prompt TypesAdd Pages To A ReportCreate A Prompt PageCreate A Cascading PromptDerive Additional Information From The Data SourceDisplay Prompt Selection in Report TitlesDisplay Data Using Map ReportsAdd Data To Map ReportsFocus Map Information Using Zoom CapabilitiesEnhance Report DesignAdd and Organize Objects Using Tables

Break A Report Into SectionsReuse Objects Within The Same ReportShare Layout Components Among Separate ReportsCreate A Template Report To Use With Any PackageHandle Reports With No DataChange Displays Based on ConditionsCreate A Conditionally Formatted ReportRender Objects In Reports Using ConditionsCreate Drill-Through Access From A ReportSpecify The Values Passed To Target ParametersNavigate Through Multiple ReportsView The Structure of The ReportForce Page Breaks In ReportsCreate Horizontal Pagination Modify StructuresChange PDF Page and Security Options Format Objects Across A Report

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Examine The Report Specifi cationCreate Query Models & Reports Distribute Reports Through BurstingCreate Advanced Dynamic ReportsDesign Effective PromptsEnhance User Interaction with HTMLCreate Additional Advanced ReportsDrill Through Defi nitions

Report Studio is a Web-based tool that professional report authors use to build sophisticated, multiple-page, multiple-query reports against multiple databases. With Report Studio, you can create any report that your company requires, such as sales, inventory, statements and dashboard reports.

Overview: Students will learn to use Report Studio to create advanced dashboard-styles reports with multiple objects per page and briefi ng book-style reports with multiple pages.

Prerequisites: IBM Cognos Connection Introduction and Report Studio Introduction or equivalent knowledge.


1 day courseReport Studio Advanced



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Work With The Report Specifi cationSave and Edit Reports LocallyModify A Report Specifi cation: ConsiderationsCreate Custom Toolbox and Template ObjectsExamine Existing Template and Specify Custom Template ContentsCreate Queries Manually and Using SQLFilter Query Data Against Data in a Separate QueryMerge Query Results Using Set Operation ObjectsCreate Join Relationships Between Queries Create A Report Within A ReportBurst Reports Filter Reports Using Query MacrosUse Table of Contents to Navigate Reports in aReport BookCreate Dynamic Data Items and Titles

Set Up Drill Through To Different Locations in a ReportLet Users Navigate To Details In The Same ReportCreate Reports To Allow User InteractionCreate Interactive Reports Using HTMLInclude Additional Information With ToolTipsCreate A Prompt Popup WindowSend Emails Using Links In A ReportDisplay Summary Data Before Detailed DataHighlight Alternate RowsDisplay Single Data Values Outside Of Report Data ObjectsLet Users Navigate To Related Data in IBM Cognos Set Up Drill-Through Access From A ReportPackage-Based Drill ThroughSteps To Set Up A Package-Based Drill-Through From

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Start and run Framework ManagerWork with data sources and connectionsUse the Import Metadata WizardWork with Query Subjects and Query ItemsUse the diagram window and work with Relationships

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Framework Manager is used by the Cognos administrator to develop the model and packages that manage the data that can be read by Query Studio, Report Studio, Analysis Studio, Business Insight or CAFE.

Overview: Students will learn best practice modeling in Framework Manager. They will learn to create models that perform well and provide valid results while being intuitive to use and easy to maintain.

Prerequisites: Knowledge of the use of web browser to access the corporate intranet environment is assumed. Familiarity with Microsoft Windows and basic navigation. Knowledge of SQL and database concepts. Knowledge of OLAP cubes and dimensional modeling. Familiarity with IBM Cognos reporting and administration is desired.


3 day courseFramework Manager

Add fi lters and calculationsWorking with Query Subjects and Query ItemsUnderstanding cardinalityCustomizing Packages

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Overview of IBM Cognos Understanding Cognos ArchitectureUnderstanding Framework Manager Workfl owGoals of a Framework Manager ModelerUsing Framework Manager with Source Control SystemsCreating a New Model, New Data SourceSelect Data Source Objects with the Import Metadata WizardFramework Manager User InterfaceUsing the Project Viewer WindowUsing the Query Subject Defi nition WindowUsing the Properties WindowUsing the Object DiagramUsing the Relationship Defi nition WindowPublishing Models using the Create Package WizardBest Practice Modeling TechniquesDifferences between Operational and Reporting Data Design

Understanding Star-Schema DesignUnderstanding IBM Cognos Auto-Aggregation BehaviorUnderstanding Cardinality and the Stitch QueryUnderstanding when Determinants are necessaryUnderstanding Dimensionally Modeled RelationalOrganize Models with Layered NamespacesGuidelines for the Database ViewOrganizing Metadata by Data SourceSetting Usage PropertyControl the Aggregate Calculation Applied to Fact ItemsPreparing the Business ViewCreating Additional NamespacesPreparing the Dimension, Presentation View Presenting with Star-Schema GroupingsPublishing Packages

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Start and run IBM Cognos TransformerAdd and work with Data SourcesDefi ne dimensions and levels in the Dimension Map and DiagramCreate new measures and measure foldersCustomize views with securityCreate and publish cubes

OLAP description: Transformer is the administrator’s tool used to build Power cubes. A point and click interface provides a front end for cube creation. Transformer models are saved with the extension PYI. Model fi les can also be saved in a text based modeling language with the extension MDL. This model description language can be edited directly, and is useful for importing models between versions of Transformer.

Overview: Students will learn how to work with Transformer to create Cognos PowerCubes. Datasources, dimensions, levels, measures, security, and cubes will be created by the students and published to the Cognos server for reporting.

Prerequisites: Knowledge of the use of web browser to access the corporate intranet environment is assumed. Familiarity with Microsoft Windows and basic navigation. Knowledge of SQL and database concepts. Knowledge of OLAP cubes and dimensional modeling. Familiarity with the IBM Cognos reporting and administration is desired.


2 day courseOLAP Modeling (Transformer)



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Showing Query ScopeLinking Data SourcesWorking with DimensionsFiscal, Lunar and Other CalendarsShowing Measure ScopeAllocated, Calculated MeasuresCurrency ConversionMeasure, Time-State RollupExcluding Measures and Dimensions from CubesPassword Protecting CubesWorking with Dimension ViewsWorking with Access ManagerEnabling Authentication in the ModelOptimizing Performance

Building PowerPlay CubesWhat is Transformer?How Are Cubes Built?Analyzing Reporting RequirementsUnderstanding Data SourcesDesigning a Dimension MapThe Importance of PrototypingBasic Cube Building with TransformerStarting a New ModelIdentifying Data ClassesBuilding DimensionsAdding MeasuresStarting a New Model Using Data SourcesCreating Model ComponentsStructural and Transactional Queries

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IBM Cognos Administration2 day course

IBM Cognos Business Intelligence delivers the complete range of BI capabilities on a single, service-oriented architecture. Author, share, and use reports that draw on data across all enterprise sources for better business decisions.

Overview: Students will gain deep practical knowledge of the tasks necessary to maintain the Cognos system. They will learn will about the architecture and components of the system and installation options. Students will also learn how to monitor the health of the system, secure the environment, and manage data sources and content. They will also learn how to enable auditing and customize the Cognos experience for their environment.

Prerequisites: Knowledge of the use of web browser to access the corporate intranet environment is assumed. Familiarity with Microsoft Windows and basic navigation. Basic knowledge of Microsoft IIS and Microsoft SQL Server is assumed. Performance Goals: Upon successful completion of this course, students will be able to:

Start and run Cognos Confi guration and Cognos Administration ConsoleMonitor the health and performance of the system & manage data sourcesCreate import and export packages for backup and disaster recoveryApply security to control user permissions and capabilitiesEnable auditing to track user’s usage patternsCreate Skins to customize the user experience

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Understand IBM Cognos ArchitectureOverview of IBM Cognos BI ComponentsUnderstand IBM Cognos servicesInstallation optionsEnvironment settings and understanding URLs portsContent Store, Service settingsSecurity SourcesMail Server, Log settingsMonitoring Server Health using metricsManage dispatchers and servicesDiscuss server performance tuningManage schedules and monitoring activitiesManaging Security in IBM Cognos Defi ne authentication and authorization in Cognos BIConfi gure a security sourcesCognos roles and groups

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Set permissions, Defi ne CapabilitiesManaging DatasourcesManaging connectionsManage Deployment PackagesCreating an Export/Import packageSetting up Auditing and LoggingCreating the Auditing DataStore connectionExploring the Cognos Audit packageControlling the Log detail levelExamine the log message facilityExamine Cognos Connection personal preferencesManage user profi lesCreate a custom template optionAssigning a default Analysis per package and changing member limitsSet up drill-through defi nitions

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Start and log in to IBM Cognos Analysis for ExcelCreate new reports in Exploration mode and Formula modeModify existing reportsAdd calculationCreate fi ltersNest items in columns and rows

Built for use with existing versions of Microsoft Excel. Its single, intuitive interface for all exploration and analysis functions integrates seamlessly with the existing Excel workspace.

Overview: Students will learn to use IBM Cognos Analysis for Excel (CAFE) to create ad-hoc reports. Topics covered will include building reports, sorting, fi ltering and calculation features. In addition, students will beintroduced to CAFE formula mode.



1 day courseCAFE



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Running Analysis Studio Reports through IBM Cognos ConnectionNavigating to the Location of Standard ReportsRunning a ReportViewing as ExcelSaving as ExcelViewing as PDFSaving as PDFPrinting the ReportHTML ViewCreating a New Analysis Studio ReportCreating a New Report Using Drag and DropAdding RowsAdding ColumnsFiltering on a MeasureSwapping Rows and Columns

FiltersUsing the Overview Context FilterSource Tree LimitsIncreasing the limit of 20 viewable itemsHiding CategoriesSortingExerciseCreating reports in Formula modeAdding ColumnsFilteringChanging the MeasureAdding Excel CalculationsOpening a Report Deleting RowsDrilling UpDrilling DownDrilling Up and Down using the menus

QueBIT offers Business Analytics Training

Contact InformationTo fi nd out more information on how QueBIT can work withyour organization to achieve results, please contact us at 800-QUEBIT1 or email us at [email protected]

www.QueBIT.com

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