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

  • Tuition USD $3,875
  • Reviews star_rate star_rate star_rate star_rate star_half 1131 Ratings
  • Course Code P8361G
  • Duration 5 days
  • Available Formats Classroom, Virtual
P8361G - IBM Analytics: Design and Develop Models in Architect (V2.0)

Course Eligible for IBM Digital Badge

This course is designed to teach modelers how to build a complete model in IBM Planning Analytics using the Architect tool. Through a series of lectures and hands-on exercises, students will learn how to set up and verify dimensions, cubes, and views, manually enter data into these structures, and define the data that users can see. Students will also learn how to transfer data into the IBM Planning Analytics model, including the use of TurboIntegrator scripts to perform data transfer. In addition, the course outlines how to customize drill paths, convert currencies, model for different fiscal requirements, and deploy IBM Planning Analytics applications to the web.

Skills Gained

Please refer to course overview.

Who Can Benefit



Understanding of the metrics and drivers of your business
- Significant experience with Microsoft Excel spreadsheets (functions, macros, etc.)
- Basic knowledge of OLAP and IBM Planning Analytics
To gain this knowledge, visit the following websites:
- IBM Planning Analytics Learning Center at
- IBM Planning Analytics YouTube Channel at
- IBM Planning Analytics Community at

Course Details

Course Outline

1: Overview of IBM Planning Analytics
- Review financial performance management
- Identify the IBM Planning Analytics position in a performance management system
- Describe the IBM Planning Analytics components and architecture
- Describe TM1 server fundamentals
- Describe fundamental modeling concepts
2: Create dimensions
- Describe cubes and dimensions
- Create dimensions manually
- Edit dimensions
- Create dimensions using TurboIntegrator
3: Build cubes and views
- Describe cubes and data points
- Create cubes
- Construct views of data in cubes
- Create and use a pick list
4: Load and maintain data
- Identify data sources
- Create processes to load data
- Create processes to delete data in a cube
- Create processes to update and maintain the model
5: Add business rules
- Describe a rule
- Construct rules for elements or consolidations
- Use functions in rules
- Optimize rule performance
- Describe rules in a rule worksheet
6: Optimize rule performance
- Describe consolidations and sparsity
- Enhance consolidation performance using SKIPCHECK
- Use FEEDERS to optimize aggregations
- Check the accuracy of rules and feeders
7: Transfer data into the model
- Describe the Advanced tabs in TurboIntegrator
- Load custom data into a cube
- Add a subset to a dimension
- Use logic in scripts
- Export data to ASCII
- Move data between versions
- Construct chores
8: Customize drill paths
- View related data
- Create a drill process
- Create a drill assignment rule
- Edit a drill process
9: Using rules for advanced modeling
- Describe virtual cubes
- List uses for lookup cubes
- Create and use a spread profiles cube
- Implement moving balances in a cube
10: Convert currencies
- Describe currency challenges
- Create a currency dimension
- Create a currency cube
- Create rules for currency conversion
11: Model for different fiscal requirements
- Identify time considerations
- Use discrete time dimensions
- Implement a continuous time dimension model
12: Deploy IBM Planning Analytics 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 deactivate an application
Appendix A: Optimize and tune models
- Identify characteristics of large models
- Describe strategies to improve model performance
Appendix B: Identify common data structures
- Identify characteristics of operational and reporting databases
- Discuss Online Analytical Processing (OLAP)
- Examine core model design principles
- Identify the basic tasks required to create an IBM Planning Analytics model and deploy it

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

Overall good experience considering the situation we are all in. Could use more hands on experience

This is my second course with ExitCertified. This course exceeded my expectations. The teacher was great and the class was fun.

Great facility with good selection of drinks and small snacks. Equipment also worked flawlessly.

The material and instruction were well paced and understandable. The labs provided good hands on experience with AWS services and I look forward to taking more training with ExitCertified.

It would be better if the classroom had two power point screens so the instructor could have two screens shown to the class at the same time to reduce confusion switching back and forth

3 options available

  • Dec 14, 2020 Dec 18, 2020 (5 days)
    9:30AM 5:30PM EST
  • Feb 22, 2021 Feb 26, 2021 (5 days)
    9:30AM 5:30PM EST
  • Mar 29, 2021 Apr 2, 2021 (5 days)
    9:30AM 5:30PM EDT
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