Essentials for IBM Cognos TM1 (V10.1)


Essentials for IBM Cognos TM1 (V10.1)

Course ID: CLBI002

Essentials for IBM Cognos TM1 (V10.1) is a five-day course that teaches modelers basic techniques for building a TM1 model, and how to support the model by creating reports, templates and analyses. Through hands-on workshops, you will first use an existing model to create subsets, filters, and views that let you easily analyze data relevant to you, and create and format reports and templates. You will also use the personal analytics tool IBM Cognos Insight to create analyses and plans and publish them to TM1. Next, you will build and populate a TM1 model by creating dimensions, cubes, and rules, and loading data into it. You will also create, deploy and use managed planning applications that enable users to contribute to plans and forecasts on the Web using controlled workflow.

You will receive two complete course books containing eight days worth of material. The modules listed below are intended to be covered in class. You can work on the remaining optional modules, or revisit modules covered in class, by accessing eLabs for 30 days after the course is complete.


There are no prerequisites for this course.

Follow-On Courses

There are no follow-ons for this course.

Course Content

[accordion id="faq"]
[accordion_item in="true" id_parent="faq"  title="A1: Examine TM1 Components"]

  • Understand how TM1 enables financial performance management
  • Identify the TM1 user community
  • Describe the components of TM1

[accordion_item in="false" id_parent="faq"  title="A2: Customize Cube Views in IBM Cognos TM1"]

  • Understand the solution a model represents
  • View cube data from difference perspectives
  • Use aliases to display alternate element names
  • Filter subsets to view only specific elements
  • Differentiate between static & dynamic subsets
  • Add user-defined consolidations in subsets

[accordion_item in="false" id_parent="faq"  title="A3: Enter and Spread Data"]

  • Store private data in sandboxes

[accordion_item in="false" id_parent="faq"  title="A5: Create Dynamic Reports with Active Forms"]

  • Create interactive reports and data input templates using Active Forms
  • Customize Active Forms using TM1 Functions
  • Apply formatting to Active Forms
  • Add Action buttons to enhance functionality

[accordion_item in="false" id_parent="faq"  title="A8: Analyze Data in IBM Cognos Insight"]

  • Import data from various sources
  • Refresh previously imported data
  • Analyze and calculate data in your workspace
  • Choose an effective chart for your analysis
  • Design a compelling workspace with widgets, tabs, and themes
  • Publish a workspace

[accordion_item in="false" id_parent="faq" title="A9: Explore Data and Edit Subsets in TM1 Web"]

  • Create a new cube view
  • Work with a TM1 cube view on the Web
  • Build simple and complex subsets in TM1 Web
  • Create custom consolidations in TM1 Web

[accordion_item in="false" id_parent="faq" title="D1: Overview of IBM Cognos TM1"]

  • Explore IBM Cognos TM1 Performance Modeler
  • Create a new server and organize the model

[accordion_item in="false" id_parent="faq" title="D4: Create and Customize Dimensions"]

  • Create dimensions manually
  • Import and edit dimensions
  • Create dimension calculations

[accordion_item in="false" id_parent="faq" title="D5: Create and Customize Cubes"]

  • Construct a new cube
  • Discuss cube properties
  • Edit a cube structure

[accordion_item in="false" id_parent="faq" title="D6: Import Data"]

  • Create processes to load data
  • Create a process to delete data in a cube
  • Create processes to update and maintain models

[accordion_item in="false" id_parent="faq" title="D7: Share Data Across Cubes with Links"]

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

[accordion_item in="false" id_parent="faq" title="D8: Customize Business Rules"]

  • Discuss a rule
  • Review automatically generated rules
  • Discuss and re-order rule blocks

[accordion_item in="false" id_parent="faq"  title="D9: Optimize Rule Performance"]

  • Discuss consolidations and sparsity
  • Enhance consolidation performance
  • Modify automatically generated statements

[accordion_item in="false" id_parent="faq"  title="D10: Complete the Income Statement Model"]

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

[accordion_item in="false" id_parent="faq"  title="D11: Create Applications"]

  • Explain the application types
  • Access an IBM Cognos TM1 application
  • Create a new application


Optional Modules

The following modules are not intended to be taught in class, but may be covered if time permits. You can access eLabs for 30 days after the course is complete to work on any module. This lets you work with the configured products and student data by remotely accessing images using just a Web browser. While your time on eLabs is independent and not supported by an instructor, we encourage you to visit the Cognos eLearning forum on the Learner Portal to post and answer questions and learn more about TM1 from other participants.

[accordion_item in="false" id_parent="faq"  title="A3: Enter and Spread Data"]

  • Edit individual cells
  • Spread data to multiple cells at once
  • Exclude cells from being adjusted
  • Enter data quickly using shortcuts

[accordion_item in="false" id_parent="faq"  title="A4: Work with Spreadsheets"]

  • Differentiate between a slice and a snapshot
  • Manage TM1 data through Microsoft Excel
  • Use TM1 worksheet functions
  • Create reports in Microsoft Excel and PDF formats

[accordion_item in="false" id_parent="faq"  title="A6: Work with Planning Applications"]

  • Explain the different application types and connection modes
  • Access an IBM Cognos TM1 application
  • Identify the user roles and workflow states
  • Enter data using shortcuts and spreading
  • Submit and reject data
  • Reorganize the grid

[accordion_item in="false" id_parent="faq"  title="A7: Explore Data in IBM Cognos Insight"]

  • Describe the uses of IBM Cognos Insight
  • Import data into a workspace
  • Navigate and explore the data
  • Restructure the data
  • Add calculations and highlight exceptions

[accordion_item in="false" id_parent="faq"  title="A10: End to End Workshop"]

[accordion_item in="false" id_parent="faq"  title="AA: Organize and Distribute Content"]

[accordion_item in="false" id_parent="faq"  title="D2: Identify Common Data Structures"]

  • Discuss Online Analytical Processing (OLAP)
  • Examine core model design principles
  • Identify the basic tasks required to create a TM1 model and deploy it

[accordion_item in="false" id_parent="faq"  title="D3: Import Data to Create Objects"]

  • Discuss guided import
  • Import data to create a dimension
  • Import data to create and populate a cube

[accordion_item in="false" id_parent="faq"  title="D12: Use Additional Modeling Techniques"]

  • Use dimension functions
  • Implement moving balances in a cube

[accordion_item in="false" id_parent="faq"  title="D13: Convert Currencies"]

  • Discuss currency challenges
  • Model data for currency conversion

[accordion_item in="false" id_parent="faq"  title="D14: Model Data with IBM Cognos TM1 Architect"]

  • Define drill-thru
  • Use Rules Tracer

[accordion_item in="false" id_parent="faq"  title="D15: Model for Different Fiscal Requirements"]

  • Use discreet time dimensions
  • Implement a continuous time dimension model

[accordion_item in="false" id_parent="faq"  title="DA: Contribute Data to Planning Applications"]

[accordion_item in="false" id_parent="faq"  title="DB: Integrate with IBM Cognos Business Intelligence"]

[accordion_item in="false" id_parent="faq"  title="DC: Optimize and Tune Models"]

[accordion_item in="false" id_parent="faq"  title="DD: Define Workflow"]



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