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Essentials for IBM Cognos BI (V10.2) (B5270G)

  • Overview
  • Who Should Attend
  • Certifications
  • Prerequisites
  • Objectives
  • Content
  • Schedule
Course Overview

Course Duration 5 days.
Essentials for IBM Cognos BI (V10.2) - is a blended offering consisting of five-days of instructor-led training (ILT) 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 Intermediate, and Administration of a BI platform. Throughout the ILT, participants will be guided to more-in depth training offerings and paths leading to certification.

Who Should Attend

  • This intermediate course is intended for Project Managers, Technical Analysts and Developers.

Course Certifications

This course is part of the following Certifications:

Prerequisites

You should have:
  • Experience using the Windows operating system
  • Experience using a web browser

Course Objectives

  • Please refer to Course Overview for description information.

Course Content

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 to 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 to narrow the focus of reports
  • Examine detail and summary filters
  • Determine when to 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 to Another
  • Let users navigate from a specific report to a target report
  • Pass parameter values to 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 to 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
    • IBM Cognos BI servlets and services
    • the default servlet container and alternatives to its use
    • an example of IBM Cognos BI request processing
    • installation options
    • load balancing mechanisms
    • configuration options
    • the IBM Cognos Application Firewall
Secure the IBM Cognos BI Environment
  • Identify the IBM Cognos BI security model
  • Define authentication and authorization in IBM Cognos BI.
  • Identify security policies
  • Secure the IBM Cognos BI environment
Manage Run Activities
  • Manage current, upcoming and past activities
  • Manage schedules
Manage Content in IBM Cognos Administration
  • View Data Sources Associated with a Package and Add a Data Source
  • Add Multiple Connections for a Single Data Source
  • Create a Distribution List
  • Create an Export and Import Archive
  • Save Content to the File System

Course ID: B5270G


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