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Essentials for IBM Cognos

Essentials for IBM Cognos

Course Description:

Essentials for IBM Cognos BI is a blended offering consisting of five-days of instructor-led training and 21 hours of web-based, self-paced training. This accelerated offering is intended for core project team members wishing to acquire a broad understanding of a Business Intelligence platform implementation. During the ILT segments, participants will perform hands-on demos and workshops that cover four essential topic areas: Modeling, Report Authoring, Workspace Advanced, and Administration of a BI platform. Throughout the ILT, participants will be guided to more-in depth training offerings and paths leading to certification.

Audience:This course is intended for Project Managers,Technical Analysts and Developers.


  • Experience using the Windows operating system
  • Experience using a web browser

Overview of IBM Cognos BI
- Discuss IBM Cognos BI and Performance Management
- Describe IBM Cognos BI components
- Describe IBM Cognos BI architecture at a high level
- Define IBM Cognos BI groups and roles
- Explain how to extend IBM Cognos BI
- Identify Common Data Structures

Define the metadata modeling role in IBM Cognos BI
- Examine the characteristics of operational databases and databases designed for reporting
- Examine dimensional data sources (OLAP, ROLAP, DMR)

Gather Requirements
- Examine key modeling recommendations
- Define reporting requirements
- Explore data sources t identify data access strategies

Create a Baseline Project
- Examine the IBM Cognos BI workflow processes
- Define a project and its structure
- Describe the Framework Manager environment
- Create a baseline project
- Enhance the model with additional metadata

Prepare Reusable Metadata
- Identify facts and dimensions
- Examine relationships, and data traps
- Verify relationships and query item properties
- Ensure efficient filters by configuring prompt properties

Model for Predictable Results: Identify Reporting Issues
- Describe multi-fact queries and when full outer joins are appropriate
- Describe how IBM Cognos BI uses cardinality
- Identify reporting traps
- Use tools to analyze the model

Model for Predictable Results: Virtual Star Schemas
- Identify the advantages of modeling metadata as a star schema
- Model in layers
- Create aliases to avoid ambiguous joins
- Merge query subjects to create as view behavior

Model for Predictable Results: Consolidate Metadata
- Create virtual facts to simplify writing queries
- Create virtual dimensions to resolve fact-to-fact joins
- Create a consolidated modeling layer for presentation purposes
- Consolidate snowflake dimensions with model query subjects
- Simplify facts by hiding unnecessary codes

Calculations and Filters
- Use calculations to create commonly-needed query items for authors
- Use static filters to reduce the data returned
- Use macros and parameters in calculations and filters to dynamically control the data returned

Implement a Time Dimension
- Make time-based queries simple to author by implementing a time dimension
- Resolve confusion caused by multiple relationships between a time dimension and another table

Specify Determinants
- Use determinants to specify multiple levels of granularity and prevent double-counting

Create the Presentation View
- Identify the dimensions associated with a fact table
- Identify conformed vs. non-conformed dimensions
- Create star schema groupings to provide authors with logical groupings of query subjects

Rapidly create a model using the Model Design Accelerator
- Create Analysis Objects
- Define dimensionally modeled relational (DMR) metadata
- Apply dimensional information to relational metadata to enable OLAP-style queries
- Define members and member unique names

Introduction to the Reporting Application
- Examine Report Studio and its interface
- Explore different report types
- Create a simple, sorted, and formatted report
- Explore how data items are added to queries
- Create List Reports
- Format, group, and sort list reports
- Describe options for aggregating data
- Create a multi-fact query
- Create a report with repeated data

Focus Reports Using Filters
- Create filters t narrow the focus of reports
- Examine detail and summary filters
- Determine when t apply filters on aggregate data
- Create Crosstab Reports
- Format and sort crosstab reports
- Convert a list to a crosstab
- Create crosstabs using unrelated data items
- Create complex crosstabs using drag and drop functionality

Present Data Graphically
- Create charts containing peer and nested items
- Present data using different chart type options
- Add context to charts
- Create and reuse custom chart palettes
- Present key data in a single dashboard report
- Focus Reports Using Prompts

Identify various prompt types
- Use parameters and prompts to focus data
- Search for prompt items
- Navigate between pages

Extend Reports Using Calculations
- Create calculations based on data in the data source
- Add run-time information to the reports
- Create expressions using functions
- Highlight exceptional data
- Show and hide data
- Conditionally render objects in reports
- Conditionally format one crosstab measure based on another
- Identify changes that impact a MUN
- Sort members for presentation and predictability

Customize Reports with Conditional Formatting
- Create multi-lingual reports
- Highlight Exceptional Data
- Create a Conditionally Rendered Column
- Conditionally Format One Crosstab Measure Based on Another
- Drill-Through From One Report t Another
- Let users navigate from a specific report t a target report
- Pass parameter values t filter the data in drill-through targets
- Navigate through multiple reports

Create Reports using Relational Data
- Define Relational Data
- Define report layouts
- Build a report
- Explain how to add data query items

Use calculations
- Introduction t IBM Cognos BI Administration
- Describe the role of the Administrator in relation to the IBM Cognos BI administration workflow process.
- Describe the role of IBM Cognos Administration and IBM Cognos Configuration.
- Identify IBM Cognos BI Architecture
- Identify and explain:
- The features of the IBM Cognos BI architecture
- The three architectural tiers

Below are the upcoming scheduled classes for this specific course. Please note the delivery method listed for the class.

  • Classroom (traditional class setting with instructor)
  • Online/Instructor led (virtual, online class with instructor)
  • Online/Self-Paced (virtual, online class no instructor, you work at your own pace)

Essentials for IBM Cognos - Dallas, TX (Classroom)

Monday, Oct. 10, 2016 8:30am - Friday, Oct. 14, 2016 5:00pm
Dallas, TX