IBM Cognos 8 Planning. Engineer a clear-cut strategy for achieving best-in-class results using IBM Cognos 8 Planning with this book and Ned A Riaz, Jason Edwards, Rich Babaran

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Spis treści książki

• IBM Cognos 8 Planning
  • Table of Contents
  • IBM Cognos 8 Planning
  • Credits
  • About the Authors
  • Acknowledgment
  • About the Reviewers
  • Preface
    • What this book covers
    • What you need for this book
    • Who this book is for
    • Conventions
    • Reader feedback
    • Customer support
      • Downloading the example code for the book
      • Errata
      • Piracy
      • Questions
  • 1. Planning with IBM Cognos
    • Planning in a dynamic business environment
      • Common problems with the planning process
        • Disconnect between operating reality and financial plan
        • Confrontational versus collaborative
        • Cycle times
        • Ownership and accountability
      • Spreadsheet-based planning
      • Lack of control
      • Spreadsheet error
      • Lack of transparency
      • Consolidation and version control
    • How technology enables planning best practices
    • Introducing IBM Cognos Planning
      • Corporate Performance Management
      • Benefits of IBM Cognos Planning
    • Summary
  • 2. Getting to know IBM Cognos Tools
    • Scenario
      • IBM Cognos Planning Analyst
        • Panda Garden Scenario
    • IBM Cognos Planning Contributor
      • Contributor administration
        • Panda Garden scenario
      • Contributor client
        • Panda Garden scenario
    • IBM Cognos Excel add-in for Analyst and Contributor
    • IBM Cognos Metric Designer and Metric Studio
      • Metric Designer
      • Metric Studio
        • Panda Garden scenario
    • IBM Cognos Reporting Studios
      • Panda Garden scenario
    • IBM Cognos Framework Manager
      • Panda Garden scenario
    • IBM Cognos Event Studio
      • Panda Garden Scenario
    • IBM Cognos Connection web portal
    • Summary
  • 3. Understanding the Model Development Process
    • The process
    • Considerations for building an Analyst planning model
      • Planning functional models
      • Planning cycles and horizons
      • Planning approaches
    • Designing the model template in Analyst
      • Flowcharting the model structure
      • The concept of multi dimensionality
      • Understanding dimensions, datastore, and data flow
        • Determining dimensions: D-List
        • Building the datastore: D-Cubes
        • Controlling data flow: D-Links
      • What makes an optimal model?
        • Principles of model building
          • Efficiency
          • Performance
          • Maintenance
    • Building the Contributor application
    • Entering and reviewing plans in the Contributor Web user interface
    • Publishing and reporting planning data
    • Maintaining the planning models
    • Example: ABC Company
    • Summary
  • 4. Understanding the Analyst Environment
    • Getting familiar with Analyst
      • Using Analyst shortcuts
      • Accessing Analyst objects
      • Navigating within Analyst
    • The building blocks of an Analyst model
      • Analyst objects
        • D-List
        • D-Cube
        • D-Link
        • Allocation Table (A-Table)
        • File Map
        • Saved Format
        • Saved Selection
        • Macro
    • Organizing objects by using libraries
      • Creating a library
      • Deleting a library
      • Considerations for creating libraries
      • Types of libraries
        • Common library
        • Model library
        • Staging library
        • Archive library
    • Basic administration tools
      • Maintain Libraries and Users
      • Rebuild the index file
      • Refresh references
      • Validate D-Lists
      • Locate ODBC sources
      • Locate Built-in Functions
    • Configuring Analyst
      • Changing the path to the Filesys.ini
      • Changing the maximum workspace
      • Changing keyboard layout
      • Changing the number of undos and redos
    • Summary
  • 5. Defining Data Structures: D-List
    • Overview of D-List
      • Creating the D-List
        • Manually typing the D-List Items
        • Importing D-List items from an ASCII file
        • Importing the D-List items from a File Map
        • Importing the D-List items from an ODBC source
        • Importing the D-List items from data in a D-Cube
        • Importing the D-List Items from another D-List
          • Setting the import parameters
        • Modifying the import parameters
        • Updating the D-List
        • Updating D-List item names from a data source
        • Adding new items to a D-List
        • Deleting D-List items
        • Reordering D-List Items
        • Implementing D-List changes
        • Non-permissible characters in a D-List
        • Item ID (IID) in a D-List
      • Entering formulas in a D-List
        • How formulas are written
        • Using the Paste function when writing formulas
        • Writing conditional statements
        • Conflicts in calculation
        • Using the D-List priority option
        • Built-in functions
        • Inserting a BiF into a D-List Item
      • Configuring a Timescale D-List
      • Formatting D-List items
        • Numeric format
        • Date format
          • Dates in formulas
        • Text format
        • D-List format
          • Using D-List formatted items in calculations
        • Calc option
        • Categorizing D-Lists
        • The e.List
    • Summary
  • 6. Storing Planning Data: D-Cube
    • Overview of the D-Cube
    • Creating a D-Cube
      • Order of dimensions
      • Size considerations
    • Working with the D-Cube
      • Opening a full view of the D-Cube
      • Opening a selection of the D-Cube
      • Viewing different slices of the D-Cube
      • Saving a selection
      • Opening the saved selection
      • Modifying the saved selection
      • Restructuring dimensions of a D-Cube
        • Adding a dimension
        • Deleting a dimension
        • Substituting a dimension
        • Reordering D-Cube dimensions
      • Formatting data using the D-Cube Format
        • Numeric
        • Date format
        • Text format
        • D-List format
        • Format priority
      • Exporting data from the D-Cube
        • Export
          • Groups
            • Single vs. multiple columns
          • Format
        • Header/Footer
        • Zeros
        • Show Det/Tot
      • Breakback
        • Breakback on hierarchies
      • Configuring D-Cube options
        • Widths
        • Lines
        • Zeros
        • Breakback
        • Stored Copy
        • Show Det/Tot
        • AutoSum
    • Entering data into D-Cubes
      • Data color conventions
      • Data entry commands
      • Entering data using the keyboard characters
      • Applying mathematical operations
      • Locking, protecting, and holding cells
    • Summary
  • 7. Moving Planning Data: D-Links
    • Overview of a D-Link
      • Creating a D-Link
        • Creating a D-Link between two D-Cubes
        • The D-Link dialog box
    • Connecting to external data sources
      • File Map
        • Creating a D-Link using File Map as a source
      • ODBC connection
        • Creating an ODBC data source name
        • Creating a D-Link using an ODBC connection as the source
      • Executing the D-Link
        • Executing a D-Link
        • Running several D-Links into a single target D-Cube
        • Executing a batch of D-Links
      • Allocating dimension items
        • Allocating dimension items using Matched Description
        • Using Cut Sub-Columns
        • Allocating dimension items using a local allocation
        • Matching descriptions within a local allocation table
        • Selecting items from unpaired dimensions
        • Many to one and one to many allocations
        • Modes
        • Dump option
      • Special D-Links
        • Limitations of special D-Links
        • Look Up D-Links
        • Creating a Look Up D-Link
        • Accumulation D-Links
        • Creating an Accumulation D-Link
      • Allocation tables (A-Table)
        • Creating the A-Table
        • Allocation items
        • Creating the source or target items from a D-List
        • Creating the source or target items from a delimited ASCII file
        • Creating the source or target items from a mapped ASCII file
        • Creating the source or target items from an ODBC data source
        • Using a D-Cube as an allocation table
      • Analyst <> Contributor links
      • Importing from IBM Cognos Package
      • Analyst <> Cognos Finance D-Links
    • Summary
  • 8. Understanding the Contributor Environment
    • Understanding IBM Cognos Planning components
      • IBM Cognos Connection
      • IBM Cognos Planning - Contributor Web Client
      • IBM Cognos Planning - Contributor Administration Console
      • IBM Cognos Planning - Contributor for Microsoft Excel
      • IBM Cognos Planning - Analyst
      • IBM Cognos Planning - Manager
      • IBM Cognos Planning - Analyst for Microsoft Excel
    • Understanding the IBM Cognos Planning technical architecture
      • Tier 1: Web Server or Planning Gateway
      • Tier 2: Application
        • Content Manager
        • Planning Dispatchers or Servers
      • Tier 3: Data
        • Content Store
        • Planning Store
        • Application Store
    • Using the Contributor Administration Console program
      • IBM Cognos Planning System settings
        • Planning Store
        • System settings
        • Access Rights
        • DataStores
        • Jobs, Job Servers, and Job Server Clusters
        • Upgrade the Planning Administration Domain (PAD)
      • Developing applications
        • Logon As and Log Off
        • Email
        • Save
        • Go To Production (GTP)
        • Set online and offline
        • Reset Development to Production
        • Refresh console
        • Application and Publish DataStores/Containers
        • Application folders
        • Macros
        • Administration links
      • Deploying, monitoring, and troubleshooting applications
        • Deployment
        • Monitor console
        • Local log files
        • Help
    • Summary
  • 9. Building, Configuring, and Updating the Contributor Application
    • Creating the Contributor application
      • Determining the Contributor application prerequisites
        • Analyst model
        • Technical environment
        • e.List
      • Creating the Contributor applicationthe process
      • Understanding the post application creation steps
        • The applications development and production areas
    • Configuring the Contributor application for the user web interface
      • Configuring commonly used options
        • Navigation
        • Orientation
        • Breakback (Grid options)
        • Multi-view
        • Slice and dice
        • Multiple owner
        • Planner Only cubes
      • Understanding uncommonly used options
    • Deploying a Contributor application to the Web: The GTP and Reconciliation process
      • Understanding GTP
      • Executing the GTPthe process
      • Understanding the Reconciliation job
    • Making Analyst model changes (synchronize)
      • Understanding synchronization
      • Synchronizing the Contributor applicationsteps
    • Determining the synchronization impact
    • Enabling Contributor extensions
      • Configuring admin extensions
      • Configuring client extensions
        • Print to Excel
        • Export to Excel
        • Get data
    • Summary
  • 10. Securing and Controlling Contributor Web Client Template/Application
    • Securing application access
      • Understanding e.List dimensions
        • Determining the e.List ownership
        • Creating and maintaining an e.List
          • Preparing an e.List file
          • Importing an e.List file
            • Impact on reconciliation job
          • Changing e.List manually
      • Securing an application with Rights
        • Assigning the Rights to e.List items
          • Preparing the Rights file
            • Users, groups, and roles
          • Importing the Rights file
          • Changing Rights manually
    • Securing the application data
      • Understanding access tables
        • Differentiating access levels
          • Read
          • Write
          • Hidden
          • No Data
        • Defining Access Table
          • Creating Access Table manually
            • Access Table interface
            • Creating a rule based Access Table
          • Importing Access Table
        • Applying Access Table cautiously
      • Understanding saved selections
        • Creating saved selections for Access Table
    • Validating users' data input
      • Understanding the Data Validations feature
        • Terminology
      • Configuring the Data Validations feature
        • Deciding to validate or not to validate
        • Defining the validation rules
        • Defining the Rule Sets
        • Assigning the Rule Set to e.List items
        • Applying the validation rule on the Contributor Web Client
    • Improving the application performance: The cut-down feature
      • Understanding cut-down feature
      • Selecting cut-down options
        • Cut-down configuration options
        • Cutting-down an application
      • Applying the cut-down feature carefully
    • Summary
  • 11. Importing Data into a Contributor Application
    • Updating assumption cubes in Analyst
    • Importing data from external files/databases
      • Understanding the import processconcepts
      • Importing data
        • Bypassing importing data steps
    • Administration Links
      • Creating Administration Links
      • Running Administration Links
    • Importing data using IBM Cognos packages
    • Analyst to Contributor D-Links
      • Creating and running Analyst to Contributor D-Links
    • System Links
      • Creating System Links
      • Running System Links
    • Local Links
    • Summary
  • 12. Working with the Contributor Web Client
    • Managing the Contributor workflow
      • The roles of the planner and reviewer
        • The planner
        • The reviewer
      • Examine a typical workflow for an organization
    • Working with the Contributor Web Client
      • Exploring the Contributor Web Client
        • The tree and e.List
        • The Table
      • Workflow states
      • Opening the application grid for inputting data
      • The menu bar and its buttons
      • Entering data
        • Editing and saving data
        • Editing data using shortcuts
          • Copy commands
          • Data entry commands
        • Validating data
        • Swapping rows and columns
        • Breakback
        • Annotations
        • Adding documents
        • Submitting data
      • Importing and exporting data from Web Client
        • Exporting Contributor data
        • Importing data to Contributor
          • Local links
          • System links
      • Working offline
    • Using Contributor with Excel
    • The new Contributor Web Client
      • The new interface
      • New features
        • Customization of the Contributor web view
          • Nesting dimensions
        • Freeze Panes
          • Viewing multiple tabs in one view
          • Collapsing or expanding dimension hierarchies
          • Hiding dimension items
          • Sorting dimension items
          • Resetting tabs and grids to their original state
    • Summary
  • 13. Reporting Planning DataPublish and BI Integration
    • Accessing planning data
    • Publish
    • Storing published data
      • Who can publish?
      • Publishing using the Table-only layout
      • Publishing data changes (incremental publish)
      • Publishing using the View Layout
      • Automating publishing jobs
      • Understanding the impact of changes
        • e.List changes
        • Model changes
        • Dimension for publish changes
    • Reporting Planning data using BI Tools
      • Real-time reporting options
        • Publish the application as a package to IBM Cognos Connection
        • Using IBM Cognos Planning Contributor as a data source in Framework Manager
      • Reporting from published data
        • Creating a Framework Manager model using the Framework Manager extension
          • Publishing considerations
          • Framework Manager considerations
          • Creating the model
          • Exploring the Framework Manager model
    • Summary
  • 14. Maintaining Analyst Models
    • Automating common tasks using Analyst macros and batch jobs
      • Types of Analyst macros
      • Creating and running Analyst macros
        • Creating a macro using the wizard
        • Recording a macro
        • Executing a macro
      • Automating typical tasks
        • Updating a D-Cube structure using macros
        • Updating D-Cube data using macros
        • Importing and exporting data using macros
        • Running a series of macros
      • Scheduling Analyst macros
        • Creating a batch job using the Analyst batch utility wizard
        • Scheduling a batch job
    • Administering libraries and users
      • Managing access to Analyst libraries
    • Managing Analyst objects
      • Other maintenance tasks
        • Highlighting unused objects
        • Previewing D-List
        • Reveal File Name
        • Defining Access
        • Using the Copy Wizard to Copy Libraries
      • Creating menus and flowcharts using Manager
    • Summary
  • 15. Maintaining Contributor Applications
    • Automating tasks using Contributor macros
      • Types of Contributor macros
      • Macro security
      • Creating, editing, and running Contributor macros
        • Creating, executing, and editing macros
        • Executing a macro
        • Editing a macro
        • Deleting a macro
        • Transferring macros and macro steps
      • Automating typical tasks
        • Updating a Contributor application
        • Publishing data from a Contributor application
      • Running and scheduling Contributor macros
        • Scheduling Contributor macros in IBM Cognos Connection
        • Scheduling Contributor macros using batch files
    • Controlling rights to administrative functions
      • Typical operations that can be assigned rights
      • Assigning Access Rights
        • Adding groups and roles
        • Assigning Access Rights to the group or role
        • Cascading rights
    • Monitoring jobs and managing Job Servers
      • Typical jobs
      • Monitoring jobs
        • The Job Management screen
        • The Monitoring Console
      • Managing Job Clusters
        • Adding a Job Cluster
        • Adding a Job Server
        • Adding objects to a Job Cluster
        • Adding objects to a Job Server
        • Removing Job Servers
        • Removing Job Clusters
        • Removing objects from a Job Cluster or Job Server
    • Summary
  • 16. Maintaining Security
    • Overview of security in IBM Cognos Planning
      • Authentication and authorization
        • Authentication
        • Authorization
      • Users, groups, and roles
        • Users
        • Groups
        • Roles
      • IBM Cognos 8 namepace
        • To view the contents of the IBM Cognos namespace
        • IBM Cognos 8 namespace planning roles
          • Planning Rights Administrator
          • Planning Contributor Users
        • Capabilities
    • Managing security profiles
      • Analyst security
        • Assigning security at the library level
        • Assigning security at object level
        • Assigning security at item level
      • Contributor security
        • Access Rights
        • Macro security
        • Controlling access to the Contributor application
    • Summary
  • Index

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