PacktLib: IBM Cognos 8 Planning

IBM Cognos 8 Planning

Credits

About the Authors

Acknowledgment

About the Reviewers

Preface

Planning with IBM Cognos

Planning in a dynamic business environment

How technology enables planning best practices

Introducing IBM Cognos Planning

Summary

Getting to know IBM Cognos Tools

Scenario

IBM Cognos Planning — Contributor

IBM Cognos Excel add-in for Analyst and Contributor

IBM Cognos Metric Designer and Metric Studio

IBM Cognos Reporting Studios

IBM Cognos Framework Manager

IBM Cognos Event Studio

IBM Cognos Connection web portal

Summary

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

Understanding the Analyst Environment

Getting familiar with Analyst

The building blocks of an Analyst model

Organizing objects by using libraries

Basic administration tools

Configuring Analyst

Summary

Defining Data Structures: D-List

Overview of D-List

Summary

Storing Planning Data: D-Cube

Overview of the D-Cube

Creating a D-Cube

Working with the D-Cube

Entering data into D-Cubes

Summary

Moving Planning Data: D-Links

Overview of a D-Link

Connecting to external data sources

Summary

Understanding the Contributor Environment

Understanding IBM Cognos Planning components

Understanding the IBM Cognos Planning technical architecture

Using the Contributor Administration Console program

Summary

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

Making Analyst model changes (synchronize)

Determining the synchronization impact

Enabling Contributor extensions

Summary

Securing and Controlling Contributor Web Client Template/Application

Securing application access

Securing the application data

Validating users' data input

Improving the application performance: The cut-down feature

Summary

Importing Data into a Contributor Application

Updating assumption cubes in Analyst

Importing data from external files/databases

Administration Links

Importing data using IBM Cognos packages

Analyst to Contributor D-Links

System Links

Local Links

Summary

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

Reporting Planning Data—Publish and BI Integration

Accessing planning data

Publish

Storing published data

Reporting Planning data using BI Tools

Summary

Maintaining Analyst Models

Automating common tasks using Analyst macros and batch jobs

Administering libraries and users

Managing Analyst objects

Summary

Maintaining Contributor Applications

Automating tasks using Contributor macros

Controlling rights to administrative functions

Monitoring jobs and managing Job Servers

Summary

Maintaining Security

Overview of security in IBM Cognos Planning

Managing security profiles

Summary

Index