IBM Planning Analytics

IBM Planning Analytics goes beyond automating manual planning, budgeting and forecasting processes. It provides self-service analytics to all of your business users through an innovative planning workspace. It discovers insights automatically, directly from your data and helps you pull ahead of competitors and stay agile for whatever lies ahead. IBM TM1 technology serves as the cornerstone of IBM Planning Analytics offering, continuing to provide clients with the fastest and most scalable multi-dimensional data engine in the industry.

Breakaway Technologies Learning Center provides courses covering all aspects of IBM Planning Analytics: from introductory overview of its features and functions intended to provide a new user with the skills necessary to translate available data into actionable information, through advanced courses that enable experienced users to develop new planning functionality, innovate, and gain competitive advantage.

Planning Analytics Essentials

Prerequisites: Intermediate Excel or equivalent experience
Advanced Preparation: None
Level: Basic
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

The Planning Analytics Essentials course is designed to provide users with a primer on the core features of Planning Analytics.  It includes an overview of the essential navigation skills within the excel client and key OLAP concepts through introductions to Cube Viewer, Data Spreading and the power of set editor.  The course focuses on user enablement through Planning Analytics for Excel functionality such as lists, explorations, quick, custom and dynamic reports as well as add calculations to reports and setting Planning Analytics for Excel reporting options.

Planning Analytics Advanced Reporting

Prerequisites: Completion of Planning Analytics Essentials course
Advanced Preparation: None
Level: Intermediate
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

The Planning Analytics Advanced Reporting course provides students with a hands-on experience creating reports with Exploration Views, Quick Reports and Dynamic Reports.  We discuss the key features and uses for the major report types and apply them to real-life examples.  Students will create asymmetric reports, add data filtering and member filtering and learn how to enhance reports with dynamic formatting.  Advanced topics include the capabilities of hierarchies, Planning Analytics for Excel functions and calculation in exploration views.

Planning Analytics Workspace

Prerequisites: Completion of Planning Analytics Essentials course
Advanced Preparation: None
Level: Intermediate
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

The Planning Analytics Workspace course teaches analysts and consumers how to analyze data, contribute to plans and build compelling reports delivering greater insight into their business.  Users will will learn how to create a new book, edit dashboard properties, add a cube view and after the way the data is displayed.  Key topics covered include adding calculations to views, performing snap commands, entering data and much, much more.

IBM Cognos TM1 (Classic TM1)

For decades, IBM Cognos TM1 has served as the backbone of financial planning and analysis, business performance management, and analytical applications in companies large and small, across all many industries.

Breakaway Technologies Learning Center continues to provide multiple courses covering all aspects of IBM Cognos TM1: from introductory overview of its features and functions intended to provide a new user with the skills necessary to translate available data into actionable information, through advanced courses that enable experienced users to develop new planning functionality, innovate, and gain competitive advantage.

IBM TM1 End User

Prerequisites: Intermediate Excel or equivalent experience
Advanced Preparation: None
Level: Basic
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

Core concepts covered by this course include:

  • Introduction to OLAP
  • Browsing data
  • Formatting cube views
  • Creating subsets
  • Creating new cube views
  • Slicing to Excel
  • Modifying Excel reports

IBM TM1 Advanced Reporting

Prerequisites: Completion of IBM TM1 End User course, plus intermediate Excel, or equivalent experience
Advanced Preparation: None
Level: Advanced
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

Core concepts covered by this course include:

  • Nesting TM1, Excel functions
  • Utilizing multiple cubes
  • Formatting reports
  • Distributing reports
  • Active forms in TM1
  • Basic MDX functionality

IBM TM1 Administrator

Prerequisites: Completion of IBM TM1 End User course or other practical TM1 experience
Advanced Preparation: None
Level: Intermediate
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

Core concepts covered by this course include:

  • Basics of TM1 architecture
  • Creating TM1 security
  • Back up / recovery steps
  • Server operations
  • Replication
  • Server Management

 IBM TM1 Rules

Prerequisites: Completion of IBM TM1 End User course or other practical TM1 experience
Advanced Preparation: None
Level: Advanced
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

Core concepts covered by this course include:

  • Simple calculations
  • Complex rule statements
  • Skipchecks and feeders
  • Rule Tracing

 IBM TM1 Turbo Integrator

Prerequisites: Completion of IBM TM1 End User course or other practical TM1 experience
Advanced Preparation: None
Level: Advanced
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

Core concepts covered by this course include:

  • Building dimensions and cubes
  • Loading data
  • TI scripting
  • Creating a drill-through

IBM SPSS

Introduction to SPSS Modeling

Prerequisites: Basic understanding of inferential statistics or equivalent analytical experience
Advanced Preparation: None
Level: Intermediate
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

This course is designed to provide the user with a basic understanding of capabilities of IBM SPSS Modeler, and a short overview of other components of SPSS. Using a real-world set of data, the users will design an SPSS data stream by loading data from an external source, recoding variables, and exploring descriptive statistics. Descriptive statistics will cover both single-variable analyses, such as mean, median, and standard deviation; as well as multi-variable analyses based on various types of cross-tabs. The course will touch on basic inferential statistics and integration of data sets from multiple sources.

Integrated Business Analytics: IBM SPSS for Finance Professionals

Prerequisites: Basic understanding of SPSS Modelingand advanced understanding of TM1
Advanced Preparation: None
Level: Advanced
Duration / Delivery: 1 Day, Classroom and Virtual
CPE Credits: 7 credits

Building on the “Introduction to IBM SPSS Modeling,” this course is designed for finance professionals who are interested in applying predictive analytics modeling to their financial performance management process, specifically focusing on forecasts. The key objective of this course is to demonstrate and discuss the application of statistical analysis to cross-functional FP&A, enhancing existing IBM Cognos TM1 applications.

Using a combination of instructor-led sessions and hands-on exercises, course participants will import actual financial data from an IBM Cognos TM1 model into IBM SPSS, use different types of advanced statistical analysis to generate several forecast versions, and load the results back to TM1 for reporting and further analysis. At the end of the course, participants will have gained an understanding of different analytical and forecasting techniques, and their impact on different forecast scenarios.

 

 



[1] “Web-Based” format combines virtual instructor-led sessions with self-paced assignments in a dedicated training environment. For “2+2” courses, two 3-hour instructor-led sessions are conducted over the course of two days, and the environment is available to trainees for three additional days after the conclusion of the training. For “1+1” courses, two 2-hour instructor-led sessions are conducted over the course of two days, and the environment is available to trainees for two additional days.