IBM Planning Analytics: Design and Develop Models in Performance Modeler (v2.0)



Through a series of lectures and hands-on exercises, students will learn how to build a complete model in IBM Planning Analytics using the Modeler tool as well as how to create and customize dimensions and cubes, import and link data, and build and maintain applications.

  • Data Modelers
  • Business Analysts
Students should have:
  • An understanding of how to interact with IBM Planning Analytics data
  • Basic knowledge of OLAP and Planning Analytics
  • Experience with Excel spreadsheets (functions, macros, etc.)
  • An understanding your business metrics and drivers
Learning Objectives
You will learn how to:
  • Create and customize dimensions
  • Create and customize cubes
  • Import data
  • Share data across cubes with links
  • Complete the income statement model
  • Create applications
  • Apply modeling techniques
  • Convert currencies
  • Model data with Architect
  • Model for different fiscal requirements
1. Overview of IBM Planning Analytics
  • Review financial performance management
  • Identify the Planning Analytics position in a performance management system
  • Describe the IBM Planning Analytics components and architecture
  • Explore IBM Planning Analytics applications
  • Explore the IBM Planning Analytics environment
  • Manage and organize a model
2. Create and Customize Dimensions
  • Review cubes, dimensions, and elements
  • Create dimensions manually
  • Import dimensions
  • Edit dimensions
  • Create dimension calculations
  • Use Guided Import to create a dimension
3. Create and Customize Cubes
  • Construct a new cube
  • Discuss cube properties
  • Edit a cube structure
  • Review and use a pick list
  • Create cube calculations
4. Import Data
  • Identify data sources
  • Create processes to load data
  • Create a process to delete data in a cube
  • Create processes to update and maintain the model
5. Share Data Across Cubes with Links
  • Discuss and list types of links
  • Create and modify links
  • Review rule- and process-based links
6. Complete the Income Statement Model
  • Discuss the model development process
  • Complete objects for the model
  • Review tools to aid in model development
7. Create Applications
  • Explain the application types
  • Access an IBM Planning Analytics application
  • Create a new application
  • Set the available clients
  • Apply security in the application
  • Activate and de-activate an application
8. Additional Modeling Techniques
  • Create dynamic subsets
  • Use dimension functions
  • Implement business logic
  • Improve cube performance
  • Use Planning Analytics utilities
9. Convert Currencies
  • Discuss currency challenges
  • Review control cubes
  • Create rules for currency conversion
  • Use Planning Analytics techniques to reduce maintenance
10. Model Data with Architect
  • Describe IBM Planning Analytics Architect
  • Record MDX queries
  • Customize drill-through paths
11. Model for Different Fiscal Requirements
  • Discuss time considerations
  • Use discrete time dimensions
  • Implement a continuous time dimension model