8781  Reviews star_rate star_rate star_rate star_rate star_half
$945USD
Duration 1.5 days
Course Code J1472G-SPVC
Available Formats Self Paced
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Overview

Course Description

This IBM Self-Paced Virtual Class (SPVC) includes:
- PDF course guide available to attendee during and after course
- Lab environment where students can work through demonstrations and exercises at their own pace

This course teaches modelers how to design and build a complete model using IBM Planning Analytics Workspace. Learners progress through the full modeling lifecycle, starting with an overview of Planning Analytics architecture and continuing through dimension design, cube construction, data loading, and business rule development. The course emphasizes modeling best practices and performance considerations using Planning Analytics version 2.1.x.

Through a combination of instructor-led explanations and hands-on exercises, learners create and enhance a working model that reflects common planning and analysis scenarios. Topics include TurboIntegrator processes for loading and maintaining data, rules and feeders for advanced calculations, and techniques for optimizing model performance.

The course also covers advanced modeling capabilities such as drill-through paths, currency conversion, and time modeling for different fiscal requirements. By the end of the course, learners will be able to build scalable, maintainable models that support planning, forecasting, and reporting use cases in Planning Analytics Workspace.

Skills Gained

  • Describe TM1 server architecture and in-memory processing
  • Create and access a TM1 server using Planning Analytics Workspace
  • Create and edit dimensions using Planning Analytics Workspace
  • Design cubes based on business requirements
  • Explain TurboIntegrator process components
  • Combine rules and dimension structures to perform calculations
  • Create effective feeder statements
  • Use DB functions to link cubes with different dimensionality
  • Enable users to navigate to related detail data
  • Implement advanced rule-based modeling techniques
  • Design maintainable currency conversion models
  • Implement models that support rolling forecasts

Who Can Benefit

Analysts

Prerequisites

Participants should have the following:

  • A general understanding of business analytics or performance management concepts
  • Basic familiarity with IBM Planning Analytics terminology
  • Experience navigating web-based applications
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Course Details

Course Details

Unit 1: Overview of IBM Planning Analytics

  • Explain the role of IBM Planning Analytics in financial performance management
  • Identify core Planning Analytics components and services
  • Describe TM1 server architecture and in-memory processing
  • Navigate the Planning Analytics Workspace modeling environment
  • Create and access a TM1 server using Planning Analytics Workspace

Unit 2: Creating Dimensions in PAW

  • Describe the role of dimensions and members in a Planning Analytics model
  • Create and edit dimensions using Planning Analytics Workspace
  • Import dimension structures from external files
  • Use member attributes to enhance usability and reporting
  • Explain how hierarchies support alternative rollups of data

Unit 3: Building Multidimensional Cubes

  • Explain what cubes are and how they store data
  • Design cubes based on business requirements
  • Create cubes using existing dimensions
  • Apply cube properties and attributes appropriately
  • Implement pick lists to control data entry

Unit 4: Data Loading and Maintenance

  • Identify supported data sources for Planning Analytics
  • Explain TurboIntegrator process components
  • Create and run processes to load cube and dimension data
  • Maintain data accuracy using delete and accumulate techniques
  • Schedule processes using chores

Unit 5: Building and Applying Business Rules

  • Describe how rules are evaluated in Planning Analytics
  • Write rules using area definitions and functions
  • Apply rules at leaf and consolidated levels
  • Use rules to share data between cubes
  • Combine rules and dimension structures to perform calculations

Unit 6: Optimizing Rule Performance

  • Explain how sparsity affects cube performance
  • Use SKIPCHECK to optimize rule evaluation
  • Create effective feeder statements
  • Troubleshoot consolidation and feeder issues
  • Trace rule-driven and consolidated values

Unit 7: Efficient Data Transfer and Transformation

  • Use DB functions to link cubes with different dimensionality
  • Describe TurboIntegrator scripting best practices
  • Transfer and transform data between cubes
  • Manage uneven hierarchies using processes 

Unit 8: Customizing Drill-Through Navigation

  • Explain the Planning Analytics drill-through process
  • Create drill processes using TurboIntegrator
  • Associate drill processes with cube cells
  • Enable users to navigate to related detail data 

Unit 9: Advanced Rule Modeling Techniques

  • Describe virtual cubes and their use cases
  • Use lookup cubes in calculations
  • Apply relative proportional spreading
  • Reference attributes within rules
  • Implement advanced rule-based modeling techniques 

Unit 10: Designing Flexible Currency Conversion Models

  • Explain common currency conversion requirements
  • Use control cubes and lookup techniques
  • Create rules to convert currencies
  • Design maintainable currency conversion models 

Unit 11: Flexible Time Modeling Strategies

  • Describe discrete and continuous time modeling approaches
  • Select appropriate time structures based on requirements
  • Implement models that support rolling forecasts
  • Extend existing models for fiscal variations

FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does Ascendient Learning deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth.  We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

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Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

vary good online learning. instructor is vary good the way he explained every thing.

The platform is very intuitive and easy to navigate. Great tool for learning

Both course material and instructor demonstrated a sound foundation on Maximo material

The instructor was thorough and they also provided hands-on demonstrations with labs.

Course was thorough and gave a very solid grounding in the tools advertised.