Training. Logicalis Business Analytics. Learn vital skills to leverage better performance from your IBM Cognos Solution

Transcription

1 Logicalis Business Analytics Training New or experienced with the Logicalis Business Analytics Training Centre? Learn vital skills to leverage better performance from your IBM Cognos Solution

2 Welcome Here you will find everything you need to know about the Logicalis Business Analytics (BA) Training Centre. The skills you will take from our courses will ensure a positive, constructive difference to the way you use IBM Cognos within your organisation. Training works best when you are fully involved in the process - whichever course you choose, it will be taught in an interactive, hands-on environment. You will complete your training with a clear plan of how you can apply what you have learnt. Experienced IBM Cognos product trainers Customer feedback influenced courses Training manuals to take away and use Interactive, hands-on approach Best Practice learning techniques Learn with other IBM Cognos users, share knowledge State-of-the-art Training Centre facilities On-site ready-to-teach portable classrooms Choice of public, tailored & bespoke courses Immediately apply skills to your own business models For further information or to book your course please call: +44 (0)

3 About the Centre Centre Approach to Learning 4 Centre 5 Centre On-Site 5 Customised and Bespoke Courses 5 IBM Cognos Planning IBM Cognos Planning Analyst 6 IBM Cognos Planning Analyst Refresher 7 IBM Cognos Planning Analyst/Planning Manager & Add-in for Excel 8 IBM Cognos Planning Analyst Balance Sheet & Cash Flow 9 IBM Cognos Planning Manager & Add-In for Excel 10 IBM Cognos Contributor Administration 11 IBM Cognos Contributor End User 12 IBM Cognos Business Intelligence IBM Cognos BI Framework Manager (Fundamentals) 13 IBM Cognos BI AD-Hoc Reporting 14 IBM Cognos BI Proffessional Report Authoring (Fundamentals) 15 IBM Cognos BI Active Reports 16 IBM Cognos Report Studio Reporting with Multidimensional Data (Fundamentals) 17 IBM Cognos BI Workspace Advanced 18 IBM Cognos Insight 19 IBM Cognos TM1 IBM Cognos TM1 Analyst 20 IBM Cognos TM1 Modeller 21 IBM Cognos TM1 10 Performance Modeller 22 IBM Cognos Controller IBM Cognos Controller Fast Track 23 Logicalis Business Analytics Training Information How to book, contact details, address and location details 24 or visit: 3

4 The approach to learning Education and training are vital in ensuring the best performance from your IBM Cognos solution. You will be taught using an interactive approach as we believe that training is most successful when you are fully involved in the process. The feedback we receive from our training delegates feeds into the content of the courses we offer, giving you the best possible advantage, as the content is driven by people with the same issues and requirements as you. The BA Logicalis Training Centre has been teaching and training IBM Cognos users since 2003; with a blend of business knowledge, technical skills, and training expertise this translates into more value and less risk for your organisation. For further information or to book your course please call: +44 (0)

5 Across the wide range of IBM Cognos training courses at the Centre, all of our trainers have two things in common: They are experts. All of our trainers are experts in the subject matter they teach. They not only have a solid foundation of theory, but true hands-on experience designing, developing and deploying solutions. Using this combination of approaches, our trainers are ideally equipped to provide you with training that can be implemented in your organisation. They are great communicators. Knowing your subject is not the only skill you need to make you a good teacher. The Logiaclis BA Training Centre only employs trainers who are great at getting their knowledge across and those who are equipped in inspiring people to deliver the performance in their own IBM Cognos solution. Logicalis Business Analytics Training Centre You will find our versatile, state-of-the-art Training Centre a perfect environment to learn more about your organisation s IBM Cognos solution. Located in London, the Centre offers our customers a professional and friendly environment that is highly conducive to learning and absorbing the key functionalities within the range of IBM Cognos products. The Centre is equipped with a high standard of hardware to ensure optimum performance, comfortable and relaxing break-out areas and a complimentary lunch. The local area boasts a wide range of hotels and excellent amenities. Logicalis is able to recommend a selection of local hotels and have negotiated special rates for training delegates. Logicalis Business Analytics Training Centre On-Site: As an IBM Cognos user, you need to train in an environment that specifically meets your requirements; therefore, we provide many of our courses on-site. Some of the customised and bespoke courses may be better suited to take place in your own working environment, to ensure that you gain the most benefit from your IBM Cognos solution. Customised and Bespoke Courses If you know what kind of course will provide the best advantage for your organisation; the Logicalis BA Training Centre aims to present you with the options to facilitate this. Customised and bespoke courses can be arranged either at our Centre, subject to availability, or in your own working environment. Bespoke Training Customers are able to choose a combination of the modules available, to develop a more tailored course. Tailored Training Similar to Bespoke Training but based on your live model. The centre will develop and write courses to specifically train users on your own systems and applications. End User Training The centre will develop and write courses to specifically train end users on your own or visit: 5

6 IBM Cognos Planning Analyst This course introduces you to IBM Cognos Planning Analyst. You will learn about the functionality of the software and the powerful techniques that are available to help build your own model. During the three days you will gain plenty of practical experience by applying these techniques to a hands-on case study. By the end of the course you will be in a position to relate what you have learnt to your own business environment. Overview of IBM Cognos Planning Analyst Good model design Best practice Case study build a Profit and Loss model Connecting to external sources using File Maps and ODBC links Users responsible for the development and maintenance of IBM Cognos Planning Analyst models. Note: It is recommended that delegates also attend our MAE1: IBM Cognos Planning Manager and Add-In for Excel course. Libraries, users and groups Security Maintenance and performance The trainer covered the course very well and tailored extra content to my needs. Excellent Lauren Toates, Systems Analyst, Domino UK One Day AREF1 For further information or to book your course please call: +44 (0)

7 IBM Cognos Planning Analyst Refresher This course will refresh your knowledge of how to use the IBM Cognos Planning Analyst software. The course is comprised of conceptual overviews, question and answer sessions and practical experience. During the day you will refresh your knowledge of the basic elements of the software and gain plenty of hands-on experience when building parts of a Profit and Loss model focusing on the more advanced techniques and functionality. This course can also be designed to choose a combination of the modules available, to develop a more tailored course. Review of IBM Cognos Planning Analyst components Good model design Users responsible for the development and maintenance of IBM Cognos Planning Analyst models and who have past experience of using the software to develop models. Best practice Hands-on development Importing and exporting data Built-in Functions (BiFs) Flowcharting Administration, maintenance and performance Excellent trainer offering one to one to help with issues. Friendly and reassuring. Professionally handled and made to feel welcome by all Daren Tillson-Bond, Finance Systems Manager, Catalyst Housing Three Days A3 or visit: 7

8 IBM Cognos Planning Analyst/ Manager & Add-in for Excel This course introduces you to IBM Cognos Planning Analyst, Manager and Add-In for Excel. You will learn about the functionality of the software and the powerful techniques that are available when building your model. During the four days you will gain plenty of practical experience by applying these techniques to a hands-on case study, and you will build an interactive front end to access your model and generate reports and graphs to present the data. By the end of the course you will be able to relate what you have learnt to your own business environment. Analyst Overview of IBM Cognos Planning Analyst Good model design Users responsible for the building and maintenance of IBM Cognos Planning Analyst/Planning Manager and Add-In for Excel models. Best practice Case study build a Profit and Loss model Connecting to external sources using File Maps and ODBC links Libraries, users and groups Security Maintenance and performance The course was excellent and gave a very good understanding of the flexibility of the product and how to use it Mark Bickerdike, Retail MI Manager, Hiscox Underwriting Group Services Ltd Manager Overview of IBM Cognos Manager Flowcharts Front end applications Table views Graphs Add-in For Excel Reports Data entry templates Refreshing, amending and maintaining reports Batch printing Four Days AMAE4 For further information or to book your course please call: +44 (0)

9 IBM Cognos Planning Analyst Balance Sheet & Cash Flow This course will teach the best practice principles for building a Balance Sheet and Cash Flow model to be fully integrated with your Profit and Loss model. The course builds on your existing knowledge of IBM Cognos Planning Analyst and expands on techniques introduced in our A3: IBM Cognos Planning Analyst course. The course is comprised of conceptual overviews, question and answer sessions and practical experience. You will gain plenty of hands-on experience when applying the best practice principles to a case study, developing a simple Balance Sheet and Cash Flow model which integrates with a pre-built Profit and Loss model. Finally, you will build an interactive front-end to access your model. By the end of the course you will be able to relate what you have learnt to your own business environment. Overview of the final model Good model design Best practice Case study build a Balance Sheet and Cash Flow model Advanced techniques: D-Cubes D-Cube allocations D-Links Built-in Functions (BiFs) Conditional formulae Maintaining your model Flowcharting Reports Data entry templates Refreshing, amending and maintaining reports Users responsible for the development and maintenance of Balance Sheet and Cash Flow models using IBM Cognos Planning Analyst. The training is for those with a financial, not technical, background. Prerequisite Delegates should be proficient in developing models and/or complete our A3: IBM Cognos Planning Analyst course beforehand. Batch printing One Day BSCF1 or visit: 9

10 IBM Cognos Planning Manager & Add-in for Excel This course introduces you to IBM Cognos Planning Manager and Add-In for Excel. You will learn about the functionality of the software and will gain plenty of hands-on experience by applying what you have learnt to a pre-built Analyst model. This will include building an interactive front end to access the Analyst model and generating reports and graphs to present the data. At the end of the course you will be able to apply the functionality you have learnt to your own IBM Cognos Planning Analyst models. Manager Overview of IBM Cognos Manager Flowcharts Front end applications Table views Graphs Add-in For Excel Reports Users responsible for the development and maintenance of IBM Cognos Planning Manager and Add-In for Excel reports, flowcharts and front end applications. Prerequisite Delegates should have a good understanding of IBM Cognos Analyst and/or complete our A3: IBM Cognos Planning Analyst course beforehand. Data entry templates Refreshing, amending and maintaining reports Batch printing One Day MAE4 For further information or to book your course please call: +44 (0)

11 IBM Cognos Contributor Administration This course introduces you to IBM Cognos Planning Contributor. You will learn how to create and configure an IBM Cognos Planning Contributor application based on an existing Analyst model, how to create the website used to distribute your model to your end users and how to set up user security. During the two days you will gain plenty of practical experience by applying what you have learnt to a hands-on case study. By the end of the course you will be able to relate what you have learnt to your own IBM Cognos Planning Analyst models. Overview of IBM Cognos Planning Contributor Principles of the technical architecture Good model design Best Practice Case study: Create a Profit and Loss application Define users Set up access rights Users responsible for the development and maintenance of IBM Cognos Planning Contributor applications. Prerequisite Delegates should have a good understanding of IBM Cognos Analyst and/or complete our A3: IBM Cognos Planning Analyst course beforehand. Importing and exporting data Setting up a website Innovate Inspire Two Days CON2 or visit: 11

12 IBM Cognos Contributor End User This course introduces the end user to IBM Cognos Planning Contributor. You will learn how to enter, save and submit data using an IBM Cognos Planning Contributor application and how to rearrange your view of the application to a format that suits you; for example, split screens, sorting data, hiding rows and columns etc. During the day you will gain plenty of hands-on experience by applying these techniques entering data into a pre-built application. Overview of IBM Cognos Planning solution How to navigate around the IBM Cognos Planning Contributor application Entering, saving and submitting data Reviewing data Printing data Understanding links to data sources Excel add-in Working offline End users of IBM Cognos Planning Contributor applications who will be entering and/or reviewing data Very good course, I can immediately see how this can be defined to our business Dan Luther, Corporate Funding Manager, and Violeta Very good course at a very nice pace Parilli, Senior Analyst Corporate Funding, Trafigura Ltd One Day CON1 For further information or to book your course please call: +44 (0)

13 IBM Cognos BI Framework Manager (Fundamentals) This course will introduce you to the fundamentals of IBM Cognos Framework Manager and how it can be used to create a user friendly interface for your organisation s data. You will learn how to model your data to best suit your reporting needs and how to apply security to your data. You will also be taught how to publish packages. During the two days, you will gain plenty of hands-on experience by building an IBM Cognos Framework Manager model over a predefined database. By the end of the course you will be able to create IBM Cognos Framework Manager models using your own data sources. Overview of IBM Cognos Framework Manager Data sources Users responsible for developing and maintaining the IBM Cognos Framework Manager environment. Data modelling Building a Framework Manager model Reporting layer, star schema grouping and packages Filters and prompts Determinants and dimensions Dimensionally modelled relational data (DMR) Data security Maintenance Straight to the point, focused on the key areas, was perceptive to the needs of the group and explained in detail where required. Great course Jennifer Makanure, Group Accountant, Corin Group Plc Two Days BIFM2 or visit: 13

14 IBM Cognos BI Ad-hoc Reporting This course will introduce you to the IBM Cognos Connection Portal and the IBM Cognos BI Reporting tool set, and you will learn how to create ad-hoc reports using the many tools available to you within IBM Cognos BI. During the course of the day you will gain plenty of practical experience by building your own reports based on data held in a predefined database. Overview of IBM Cognos BI IBM Cognos Connection Users responsible for building ad-hoc reports and providing quick analysis of data. IBM Cognos Query Studio IBM Cognos Analysis Studio IBM CAFÉ (Cognos Analysis For Excel) IBM Cognos Go! Office I am more than happy with the course. The product is excellent and the trainer also Habib Francois, Service Support Analyst, Domestic & General Insurance Plc Excellent trainer, very knowledgeable and friendly David Pearce, Financial Accountant, Domestic & General Insurance Plc One Day BIAHR1 For further information or to book your course please call: +44 (0)

15 IBM Cognos BI Professional Report Authoring (Fundamentals) This course will introduce you to the IBM Cognos BI Reporting tools. You will learn how to use IBM Cognos BI Report Studio to produce professional reports, charts and dashboards, and in addition you will find out about IBM Cognos Connection, IBM Cognos Query Studio and IBM Cognos Analysis Studio. During the three days you will gain plenty of hands-on experience by building your own reports, Active Reports and charts and dashboards based on data held in a predefined database. By the end of the course you will be able to deliver professional reports, charts and dashboards to your organisation. Overview of IBM Cognos BI IBM Cognos Connection Users who are responsible for building and maintaining professional reports using the IBM Cognos BI toolset. IBM Cognos Query Studio IBM Cognos Analysis Studio IBM CAFÉ (Cognos Analysis For Excel) IBM Cognos Go! Office IBM Cognos Report Studio Creating reports Creating Active Reports Creating charts Dimensional Functions Creating a dashboard External Data IBM Cognos Workspace IBM Cognos Workspace Advanced IBM Cognos Insight Three Days BIREP3 or visit: 15

16 IBM Cognos BI Active Reports This course introduces you to a popular feature within IBM Cognos 10, Active Reports. You will gain an in-depth knowledge of the various interactive Active Report controls such as Decks and Data Button Bars. You will learn how to connect these controls manually and automatically, learn how to distinguish between the Filter and Select connection methods, explore interactive properties and learn how to use Master-Detail relationships with charts and multiple tabs to change how data is displayed. During the day you will gain plenty of practical experience by applying what you have learnt to a hands-on case study allowing you to create a series of simple as well as elaborate dashboard style reports. You will also learn how to download completed Active Reports for standalone offline use as well as converting an existing report to an Active Report. By the end of the course you will be able to relate what you have learnt to your own IBM Cognos 10 models. Understand the benefits of Active Reports Understand the Active Report Controls, and the concept of Connections and Interactions with Active Report Variables Understand the Interactive Behaviour and the differences between controls and reactions Understand and create Charts within Active Reports Understand different Active Report properties Create dashboard style Active Reports Report authors comfortable with the Report Studio environment. Prerequisite Delegates should have a good understanding of the Report Studio toolset and/or complete our BIREP3: IBM Cognos BI Professional Report Authoring (Fundamentals) beforehand. Amend default values on Active Report Variables Run and Save an Active Report Offline Excellent course, great content tailored to our needs Peter McNee, Finance Manager, TGI Fridays One Day BIAR1 For further information or to book your course please call: +44 (0)

17 IBM Cognos Report Studio Reporting with Multidimensional Data (Fundamentals) This two day training course focuses on creating reports using multidimensional data with IBM Cognos Report Studio (10.2) and has been designed to enable you to apply dimensional techniques to your reporting capabilities. During the course you will gain plenty of hands-on experience building your own reports, using specific techniques in Report Studio based on multidimensional data held in a predefined database. By the end of the two days you will be able to deliver professional reports, charts and dashboards to your organisation. The course is designed to teach the functionality of Report Studio with multidimensional data only. Introduction the Report Studio Interface Dimensional Packages & List Reports Crosstab Reports Context of Dimensional Data in Reports Focussing Dimensional Data Functions & Calculations Navigating Hierachies using Functions Users responsible for building reports using multidimensional data in Report Studio. Prerequisite An understanding of either Analysis, Query or Report Studio would be advantageous but not essential. Time Functions Drilling Techniques & Custom Member Sets Creating Page Layers and Context Filter Cognos Workspace Advanced Two Days BIMD2 or visit: 17

18 IBM Cognos BI Workspace Advanced This 1 day course has been designed to give participants a more in depth knowledge focus and hands on experience with IBM Cognos Workspace Advanced. During the day you will gain plenty of practical experience by applying what you have learnt to a hands-on case study allowing you to create a series of reports using relational and dimensional data sets. Getting Started What is Cognos Connection. Cognos Workspace Advanced Creating a Report using Relational Data Adding Calculations to a Report using Relational Data Creating a Crosstab Report using Dimensional Data Filtering Relational Data Reports Report Authors. Prerequisite Delegates should ideally have an understanding of their business requirements within IBM Cognos BI, knowledge of Excel and basic Windows. Filtering Dimensional Data Reports Data Formatting. Charting & Visualizations. Defining sets using Dimensional Data One Day BIWA1 For further information or to book your course please call: +44 (0)

19 IBM Cognos Insight This course will introduce you to IBM Cognos Insight, a tool designed to allow users to create and design IBM professional style workspaces. During the one day course you will gain plenty of hands-on experience learning about the full range of the software s capabilities. This will include building your own workspaces, discovering how to import and work with data, exploring charting options and learning how to enhance workspaces. In addition, you will learn how to connect to an existing IBM TM1 server. What is IBM Cognos Insight: understanding the interface Understand the methods for importing data Working with data Users who want to create and design IBM Professional style workspaces. The course welcomes all customers, including those with no prior knowledge to those who use the IBM Cognos products suite. Calculations & rules Format and restructuring dimensions Charting Time roll ups Top/Bottom functionality Enhancing workspaces Wider distribution Contributing to a plan One Day BICI1 or visit: 19

20 IBM Cognos TM1 Analyst This course introduces you to IBM Cognos TM1 and will teach you how to navigate around the IBM Cognos TM1 toolset in order to enter and review data as well as create and view reports. During the two days you will gain plenty of practical experience working with a pre-built IBM Cognos TM1 model. Overview of the IBM Cognos TM1 toolset: IBM Cognos TM1 Perspectives IBM Cognos TM1 Web MS Excel Browsing data Entering data Subsets Data Spreading Sandboxes TM1 Formulas in Excel Creating reports Creating charts Creating Action Buttons Active Forms End users of IBM Cognos TM1 applications who will be entering and/or reviewing data and creating or viewing reports. Training was excellent despite using Cognos before I have learnt a lot. Sheila really spoilt us with treats! Suzanne Battersby, Regional Management Accountant, Nandos One Day TM1-1 For further information or to book your course please call: +44 (0)

21 IBM Cognos TM1 Modeller This course enables you to understand the functionality of IBM Cognos TM1 and will teach you the powerful techniques that are available when building your model. During the three days you will gain plenty of hands-on experience applying these techniques to a case study and you will also find out how to create reports based on the application you have developed. By the end of the course you will be able to relate what you have learnt to your own business environment. Overview of IBM Cognos TM1 Good model design Best Practice Case study: build a Profit and Loss Model Creating dimensions and hierarchies Modifying dimensions Creating cubes as building blocks to your model ETL functionality using Turbo Integrator Modelling Time Understanding rules, Skipcheck & Feeders Rules functions Macros Security Maintenance and performance Users responsible for developing and maintaining IBM Cognos TM1 models. Prerequisite Delegates should have some understanding of the toolset and/or complete our TM1-2: IBM Cognos TM1 Analyst course beforehand. Three Days TM1-3 or visit: 21

22 IBM Cognos TM1 10 Performance Modeller This course enables you to understand the functionality of IBM Cognos TM1 10 Performance Modeller and will teach you the powerful techniques that are available when building your model. During the three days you will gain plenty of hands-on experience applying these techniques to a case study. By the end of the course you will be able to relate what you have learnt to your own business environment. Overview of IBM Cognos TM1 10 Performance Modeller Good model design Best Practice Case study: build a Profit and Loss Model Creating dimensions and hierarchies Understanding Rules, Skipcheck & Feeders Rules Functions Security Applications Maintenance and performance Modifying dimensions Creating Time Dimensions Creating cubes as building blocks to your model Creating links Guided imports Users responsible for developing and maintaining IBM Cognos TM1 10 models. Three Days TM110-3 For further information or to book your course please call: +44 (0)

23 IBM Cognos Controller Fast Track This five day Controller course covers all possible training requirements in four manageable modules. Throughout the course you will gain plenty of hands-on experience by applying the techniques you have learnt to a case study and by the end of the course you will be able to relate these skills to your own business model. Module 1 - Basic Structures Learn how to set up group structures and how to link structures to form an application. Module 3 - Reporting Learn how to set up a suite of reports which can be used for monthly and annual reporting, and how to calculate key ratios. Module 2 - Consolidation Logic You will learn how to set up and define the consolidation rules and journals within IBM Cognos Controller. Module 4 - Data Import Learn how to import data from external sources; gain insight into different techniques and best practice approaches for writing import specifications. Consolidation structures, companies and groups Chart of accounts including: Calculation accounts Reconciliation rules Currency conversion Security General & user settings Journals Intercompany & investment elimination Legal entity consolidation Allocations Users responsible for the development and maintenance of IBM Cognos Controller applications; System administrators and high level end users responsible for writing, maintaining and delivering reports; and users esponsible for writing and maintaining import specifications. Writing reports using the Excel link & internal report generator External data formats Import specifications Users & groups Linked structures Advanced formula calculations Ad-hoc reporting Lookup tables Five Days CTR5 or visit: 23

24 Contact Us How to find us How to book training The Training Centre is in The Royal Exchange, located in the heart of the City between the converging streets of the Cornhill and Threadneedle Street. For further information or to make a booking with the Logicalis Business Analytics Training Centre, please contact our knowledgeable office team on or batraining@uk.logicalis.com Travelling by tube The closest tube station is Bank with the following tube lines: Central, Northern, Waterloo & City. There is also access to the DLR, Circle and District lines. Logicalis Business Analytics Training Centre Address Travelling by train The nearest train station is Liverpool Street. Travelling by bus The most convenient bus routes are the number 11, 8, 26, and 388. Centre First Floor No 1 The Royal Exchange Steps London EC3V 3LN t: +44 (0) e: batraining@uk.logicalis.com What can we do for your organisation? Visit Logicalis 110 Buckingham Avenue Slough Berkshire SL1 4PF t +44 (0) f +44 (0) Logicalis All trademarks are acknowledged.