Cognos Planning and Budgeting


IBM Cognos Planning and Budgeting enables you to develop plans, budgets and forecasts faster and more effectively. Using this Application you can able to create, compare and evaluate business scenarios. It also enables you to use best practices such as driver-based planning and rolling forecasts to determine resource requirements and future business results.

Training Objectives of Congo’s Planning and Budgeting:

IBM Cognos Planning is a finance managed solution for both operational and business planning with the flexibility to turn the most sophisticated strategy into discreet plans, budgets and forecasts. It is completely integrated, state-of-the-art, highly scalable solution for planning, budgeting and forecasting Solutions. It tightly integrates operational and financial planning on demand for immediate visibility into resource requirements and future business performance Analysis.

Target Students / Prerequisites:

Students must have basic knowledge on OLAP and TM1 and Significant experience with Excel spreadsheets and Understanding of the Business Processing Concepts.

Introduction Cognos planning analyst

  • Introduction Cognos planning analyst
  • Create D-list and D-cube
  • Load data
  • Distribute data
  • Create and distribute an income statement
  • Forecast data
  • Automate processes
  • Object maintance and administration
  • Use complex calculations
  • Examine the advanced concepts
  • Designing for reporting
  • Enhance the functionality using add-in excel
  • Illustrate the model using the planning manager
  • Examining the components of the Cognos planning solutions
  • Examine the main parts of the Analysis model
  • Discuss libraries
  • Discuss D-lists
  • Discuss D-cubes
  • Discuss D-links
  • Create library
  • Manually create D-lists
  • Import d-list from excel sources
  • Modify D-lists
  • Build D-cubes
  • Determine what can be used as source data
  • Create a file maps to assist in loading data
  • Loading data from an external source into a d-cube
  • Load data from one d-cube to another
  • Prepare calculations and d-list item
  • Control user input using a formatted d-list
  • Use built in functions to calculate data
  • Use time average in a d-list
  • Use weight average in a d-list
  • Applying conditional formulas to a d-list
  • Use a d-cube to allocate data
  • Summarize d-cubes data with accumulation d-links
  • Populate the a d-cube based on text in the targets d-cube using lookup d-link