Course Overview

Overview of IBM Cognos TM1: Analyze Data (v9.5) is a three-day course designed to teach modelers how to use TM1 to analyze data, and create reports and templates. Through a series of lectures and hands-on exercises, participants will learn how to enter data into cubes, create custom views of the data, build reports and forms in Excel that communicate with TM1, and create applications for Web access.

Who Should Attend

This basic course is for Modelers who, in addition to building models, need to create reports, templates, and applications.

Course Certifications

This course is part of the following Certifications:

Prerequisites

You should have:
  • Knowledge of your business requirements
  • Experience using the Windows operating system and a Web browser
  • Experience using Microsoft Excel

Course Objectives

Please refer to Course Overview for description information.

Course Content

1: Examine TM1 Components
  • Review financial performance management
  • Understand how TM1 enables financial performance management
  • Identify the TM1 user community
  • Describe the components of TM1
2: Browse Data in a Cube
  • Understand the solution a model represents (top down and bottom up)
  • List the components of a cube
  • Create a new view of the data
  • Stack, swap and filter dimensions in a cube
  • Use drill capabilities to focus the data
3: Focus Your Analysis using Subsets
  • Examine the benefits of subsets
  • Use aliases in subsets
  • Filter subsets
  • Differentiate between static subsets and dynamic subsets
  • Add user-defined consolidations in subsets
4: Contribute Data
  • Edit individual cells
  • Enter data quickly using shortcuts
  • Undo and redo changes
  • Spread data to multiple cells at once
  • Exclude cells from being adjusted
  • Perform personal ‘what if’ analysis using Sandboxes
5: Work with Spreadsheets
  • Differentiate between a slice and a snapshot
  • Use a classic slice and an Active Form
  • Manage TM1 data through Excel
  • Use TM1 worksheet functions
6: Create Dynamic Reports with Active Forms
  • Create interactive reports and data input templates using Active Forms
  • Customize Active Forms using TM1 functions
  • Apply formatting to Active Forms
7: Organize and Distribute Results
  • Use the Print Report Wizard
  • Use TM1 applications to organize reports
  • Publish content to the Web
  • Access content using TM1 Web
8: Analyze Data in TM1 Web
  • View and manipulate a TM1 Web Sheet
  • Stack and swap dimensions in a cube view
  • Create a new cube view
  • Graph data in a cube view
  • Use drill capabilities to focus the data
  • Print and save cube view as an Excel file or PDF
9: Edit Subsets in TM1 Web
  • Build simple and complex subsets in TM1 Web
  • Create Custom Consolidations in TM1 Web
  • Enhance Report Presentation (Optional)