Essentials for IBM Cognos Analytics (v11.0)



This accelerated offering is intended for core project team members wanting to acquire a broad understanding of IBM Cognos Analytic platform implementation. During the ILT segments, you will perform hands-on demonstrations and exercises that cover three essential topic areas: modeling, report authoring, and administration of IBM Cognos Analytics. During the eLearning portion which follows your classroom event, you should complete 16.5 hours of eLearning.


  • 720192 - IBM Cognos for Microsoft Office: Integrate with Microsoft Office (v10.1/10.2)
  • 720536 - IBM Cognos BI Event Studio: Create and Manage Agents (v8.4/10.1)
  • 720209 - IBM Cognos Transformer: Create PowerCubes (v10.1)
  • 4297 - IBM Cognos Analytics for Consumers (v11.0)
  • 4298 - IBM Cognos Analytics: Create Dashboards (v11.0)
  • 4299 - IBM Cognos Analytics: Create Data Modules (v11.0)
  • 4289 - IBM Cognos Analytics: Departmental Administration (v11.0)


  • Core project team members
  • Project managers
  • Technical analysts
  • Developers


  • Knowledge of common industry-standard data structures and design
  • Experience with SQL
  • Experience gathering requirements and analyzing data.
  • Knowledge of Web application server architectures
  • Security systems administration
  • Knowledge of your business requirements
  • Experience using the Windows operating system
  • Experience using a web browser

Learning Objectives

  • Overview of IBM Cognos Analytics
  • Common Data Structures
  • Items to consider when Defining Requirements
  • Baseline Project Creation
  • How to Prepare reusable metadata
  • Predictable Results Modeling
  • Calculation and Filter Creation
  • Time Dimension Implementation
  • Specifying Determinants
  • Presentation Views and their Dimensions
  • Analysis Objects Creation
  • Reporting Type Components
  • List Report Creation
  • How to use Filters
  • Crosstab Report Creation
  • Presenting Graphical Data
  • Using Prompts
  • Report Calculations
  • Conditional Formatting
  • Drill-Through Definitions
  • Administration Introduction
  • Reviewing the Architecture
  • Securing the Environment
  • Managing Activities and Content


Note: While class exercises are performed within a Cognos Analytics v11 environment, our expert instructors can provide guidance on all versions and their differences.

1. Introduction to IBM Cognos Analytics

  • Describe IBM Cognos Analytics and its position within an analytics solution
  • Describe IBM Cognos Analytics components
  • Describe IBM Cognos Analytics at a high level
  • Explain how to extend IBM Cognos Analytics

2. Identifying Common Data Structures

  • Define the role of a metadata model in Cognos Analytics
  • Distinguish the characteristics of common data structures
  • Understand the relative merits of each model type
  • Examine relationships and cardinality
  • Identify different data traps
  • Identify data access strategies

3. Defining Requirements

  • Examine key modeling recommendations
  • Define reporting requirements
  • Explore data sources to identify data access strategies
  • Identify the advantages of modeling metadata as a star schema
  • Model in layers

4. Creating a Baseline Project

  • Follow the IBM Cognos and Framework Manager workflow processes
  • Define a project and its structure
  • Describe the Framework Manager environment
  • Create a baseline project
  • Enhance the model with additional metadata

5. Preparing Reusable Metadata

  • Verify relationships and query item properties
  • Create efficient filters by configuring prompt properties

6. Modeling for Predictable Results: Identifying Reporting Issues

  • Describe multi-fact queries and when full outer joins are appropriate
  • Describe how IBM Cognos uses cardinality
  • Identify reporting traps
  • Use tools to analyze the model

7. Modeling for Predictable Results: Virtual Star Schemas

  • Understand the benefits of using model query subjects
  • Use aliases to avoid ambiguous joins
  • Merge query subjects to create as view behavior
  • Resolve a recursive relationship
  • Create a complex relationship expression

8. Modeling for Predictable Results: Consolidate Metadata

  • 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

9. Creating 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

10. Implementing 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

11. Specifying Determinants

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

12. Creating 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

13. Creating Analysis objects

  • Apply dimensional information to relational metadata to enable OLAP-style queries
  • Sort members for presentation and predictability
  • Define members and member unique names
  • Identify changes that impact a MUN

14. Introduction to IBM Cognos Analytics - Reporting

  • Examine IBM Cognos Analytics - Reporting and its interface
  • Explore different report types
  • Create reports in preview or design mode
  • Create a simple, sorted, and formatted report
  • Examine dimensionally modelled and dimensional data sources
  • Explore how data items are added queries
  • Examine personal data sources and data modules

15. Creating List Reports

  • Group, format, and sort list reports
  • Describe options for aggregating data
  • Create a multi-fact query
  • Create a report with repeated data

16. Focusing Reports Using Filters

  • Create filters to narrow the focus of reports
  • Examine detail filters and summary filters
  • Determine when to apply filters on aggregate data

17. Creating crosstab reports

  • Format and sort crosstab reports
  • Create complex crosstabs using drag and drop functionality
  • Create crosstabs using unrelated data items

18. Present Data Graphically

  • Create charts containing peer and nested columns
  • Present data using different chart type options
  • Add context to charts
  • Create and reuse custom chart palettes
  • Introduce visualization
  • Present key data in a single dashboard report

19. Focusing Reports Using Prompts

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

20. Extend Reports Using Calculations

  • Create calculations based on data in the data source
  • Add run-time information to the reports
  • Create expressions using functions

21. Customizing Reports with Conditional Formatting

  • Create multi-lingual reports
  • Highlight exceptional data
  • Show and hide data
  • Conditionally render objects in reports
  • Conditionally format one crosstab measure based on another

22. Drill-Through Definitions

  • Discuss parameter-driven drill through
  • Discuss dynamic drill through
  • Set up package-based drill-through definitions
  • Set scope
  • Use the Drill Through Assistant

23. Introduction to IBM Cognos BI Administration

  • IBM Cognos Analytics enterprise components
  • Role of the Administrator in relation to the IBM Cognos Analytics administration workflow process
  • Role of IBM Cognos Administration and IBM Cognos Configuration

24. Identifying IBM Cognos Architecture

  • The features of the IBM Cognos Analytics architecture
  • The three architectural tiers
  • IBM Cognos Analytics servlets and services
  • The default servlet container and alternatives to its use
  • An example of IBM Cognos Analytics request processing
  • Installation options
  • Load balancing mechanisms
  • Configuration options
  • The IBM Cognos Application Firewall

25. Securing the IBM Cognos Analytics Environment

  • Identify the IBM Cognos Analytics security model
  • Define authentication in IBM Cognos Analytics
  • Define authorization in IBM Cognos Analytics
  • Identify security policies
  • Secure the IBM Cognos Analytics environment

26. Managing Run Activities

  • Manage current, upcoming and past activities
  • Manage schedules
  • Enable and disable schedules
  • Set queue priority for schedules
  • Suspend a schedule until a later time

27. Managing Content in IBM Cognos Administration

  • Add a data source
  • Distribute data and create a distribution list
  • Add visualizations to the Library
  • Plan and perform a deployment
  • Identify how to maintain the IBM Cognos Analytics content store
  • Configure saving content outside of the content store
  • Customize the appearance of IBM Cognos Analytics using styles
  • Use portlets to display custom Web content