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

  • Data Modelers
  • Business Analysts


Students should have:

  • An understanding of how to interact with IBM Planning Analytics data
  • Basic knowledge of OLAP and Planning Analytics
  • Experience with Excel spreadsheets (functions, macros, etc.)
  • An understanding your business metrics and drivers

Expected Duration
5 day


Through a series of lectures and hands-on exercises, students will learn how to build a complete model in IBM Planning Analytics using the Modeler tool as well as how to create and customize dimensions and cubes, import and link data, and build and maintain applications.


1. Overview of IBM Planning Analytics

  • Review financial performance management
  • Identify the Planning Analytics position in a performance management system
  • Describe the IBM Planning Analytics components and architecture
  • Explore IBM Planning Analytics applications
  • Explore the IBM Planning Analytics environment
  • Manage and organize a model

2. Create and Customize Dimensions

  • Review cubes, dimensions, and elements
  • Create dimensions manually
  • Import dimensions
  • Edit dimensions
  • Create dimension calculations
  • Use Guided Import to create a dimension

3. Create and Customize Cubes

  • Construct a new cube
  • Discuss cube properties
  • Edit a cube structure
  • Review and use a pick list
  • Create cube calculations

4. Import Data

  • Identify data sources
  • Create processes to load data
  • Create a process to delete data in a cube
  • Create processes to update and maintain the model

5. Share Data Across Cubes with Links

  • Discuss and list types of links
  • Create and modify links
  • Review rule- and process-based links

6. Complete the Income Statement Model

  • Discuss the model development process
  • Complete objects for the model
  • Review tools to aid in model development

7. Create 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 de-activate an application

8. Additional Modeling Techniques

  • Create dynamic subsets
  • Use dimension functions
  • Implement business logic
  • Improve cube performance
  • Use Planning Analytics utilities

9. Convert Currencies

  • Discuss currency challenges
  • Review control cubes
  • Create rules for currency conversion
  • Use Planning Analytics techniques to reduce maintenance

10. Model Data with Architect

  • Describe IBM Planning Analytics Architect
  • Record MDX queries
  • Customize drill-through paths

11. Model for Different Fiscal Requirements

  • Discuss time considerations
  • Use discrete time dimensions
  • Implement a continuous time dimension model



Select Course Options