IBM Cognos Planning Analytics Bootcamp

  • Course Overview

    This bootcamp is a complete and intensive course for those who serve as both developer and analyst. It comprises 3 other courses: 'Introduction to IBM Cognos TM1', 'IBM Cognos TM1 Analyst' and 'IBM Cognos TM1 Developer'. This course starts by introducing TM1 and dimensional concepts in order to produce a simple TM1 model. This then progresses to using TM1 to analyse data and contribute to plans. Lastly it finishes by giving an in-depth understanding of all areas of TM1 to build models with confidence. We recommend the IBM Cognos TM1 Mentoring Pack with this course.

  • Course Duration

    4 days

  • Type of Course


  • Level


  • Who is this suitable for?

    Suitable for those who need to build or understand TM1 models as well as author reports, analyse data and contribute to plans. It assumes you have no prior knowledge of TM1 or dimensional concepts.

  • Course Content

    Demonstration of TM1’s Capabilities (Optional)

    IBM Cognos Architecture

    • IBM Cognos in an Integrated Financial Performance Management Solution
    • IBM Cognos TM1 Architecture

    Relational and Dimensional Concepts

    TM1 Development Lifecycle

    • Discuss a typical lifecycle for developing planning or reporting models in TM1
    • Set out requirements for the planning and reporting project

    Accessing Architect / Perspectives

    Create Dimensions

    • Element Weights
    • Element Formats
    • Best practice design principles
    • Build dimensions manually
    • Import dimensions using Turbo Integrator (TI) processes
    • Build dimensions from a parent-child relationship  
    • De-bug TI process dimension building errors

    Create Attributes

    • What are attributes & how are attributes used?
    • Create attributes manually
    • Import attributes using a TI process
    • Create attributes using advanced string calculations within a TI process

    Create Subsets

    • Subset Editor
    • Using different Subset Editor functions
    • Static vs Dynamic Subsets
    • Expand Above

    Create Cubes

    • Best practice cube design principles
    • Discuss different types of cubes
    • How to Construct cubes
    • Improving cube performance

    Import Data into Cubes

    • Accumulate vs stored data
    • Deleting data within a cube
    • Advanced tab
    • Write advanced TI scripting
    • Using parameters within a TI process
    • De-bug TI process data import errors

    Scheduling Processes (Chores)

    • Basics about Chores
    • Scheduling a process to commit data from memory to disk
    • Scheduling processes from an external scheduler

    Cube Rules (Calculations)

    • Basics about manually written rules
    • Feeders
    • Currency conversion rules
    • Relative time rules (e.g. calculating ‘Last Year’)
    • Build ‘current month’ into the model
    • Using the dimension calculations (for calculating variances)
    • Rules precedence
    • Architect vs Performance Modeller rules file

    Sharing Data Across and Within Cubes

    • Process links vs rule links comparison
    • Building a process link
    • Building a rule link
    • Moving data from one element to another within the same cube

    Advanced modelling techniques

    • Add a new dimension to an existing cube
    • Pick Lists
    • Parameters Cube
    • Lookup Cubes
    • String Cubes
    • Creating a TM1 Server
    • Maintenance of TM1

    Create TM1 Perspectives Reports

    • Slice / Snapshot / Active Form
    • Formatting Active Forms
    • Create reports with dynamic top/bottom (e.g. top 10 countries)
    • Active Form Formulae
    • Active Form Rows based on Named Subsets
    • Active Form Rows based on MDX Statement
    • Print Report function (used for bursting reports)
    • Action Buttons


    • Uses for security
    • Create security groups & users
    • Integration with Cognos BI security
    • Admin roles
    • Access privileges
    • Securing TM1 objects

    Creating applications in TM1 Web

    • Discuss the different uses for TM1 Web
    • Create & update applications in TM1 Web

    Creating applications in TM1 Application Web

    • Different application types
    • Building applications
    • Apply security to applications
    • Deploy and activate/de-activate applications
    • Control dimension
    • Workflow
    • Explore TM1 Applications Web user functionality

    Applications that work offline (IBM Cognos Insight)

    Other areas of IBM Cognos TM1

    • Self-documenting parts of TM1
    • TM1 Scorecards
    • TM1 Mobile app

    IBM Cognos BI (Optional)

    • Discuss Cognos TM1 and BI integration
    • How to publish TM1 cubes into Cognos BI
    • TM1 model design considerations when using with Cognos BI tools
    • Demo of Cognos BI

    Further Resources / Additional Reading