Book Image

IBM Cognos 8 Planning

Book Image

IBM Cognos 8 Planning

Overview of this book

Business planning is no longer just about defining goals, identifying critical issues, and then mapping out strategies. In today's dynamic and highly competitive business environment, companies with complex business models want their abstract strategies turned into discrete, executable plans. They want information from the field to reach decision makers in real-time so that they can fine-tune their plans as events unfold. IBM Cognos 8 Planning offers just that. This book provides you with everything you need to know for building planning models using IBM Cognos 8 Planning. After reading this book, you can begin your journey into model building bringing with you a perspective that comes from three of the most seasoned IBM Cognos Planning consultants in the business. In this book, you will learn how to build planning models using IBM Cognos Planning's modeling tool, Analyst. We introduce you to key objects in Analyst that let you define, store, and move data. Then we show how you can deploy the model to hundreds or thousands of users using IBM Cognos Planning's web-based tool, Contributor. We demonstrate some of the things you can do as an administrator and as a user. Finally, we show the automation tools that you can use to maintain and support your models. As we go through this, we will share with you tips and tricks and insights from our experience with real implementations.
Table of Contents (23 chapters)
IBM Cognos 8 Planning
Credits
About the Authors
Acknowledgment
About the Reviewers
Preface
5
Defining Data Structures: D-List
Index

Scenario


Before introducing various IBM Cognos tools, let's sketch out a scenario to explain how IBM Cognos is used in corporate planning processes.

Panda Garden Inc., a regional restaurant chain, is headquartered in Minneapolis, Minnesota. Panda Garden has 20 restaurants throughout the metropolitan St. Paul/Minneapolis area. Each restaurant offers the same menu and operates under strict corporate guidelines.

As the Corporate Planning Manager, you are responsible for planning, analyzing, and reporting for each restaurant's financial activities, as well as consolidating the results of financial operations.

To fulfill your job responsibilities, you would like to do the following tasks:

  • Send out a standard template, as illustrated in the following screenshot, to all of the twenty restaurants, to collect planning data

  • Consolidate the collected information and then analyze the details to understand the profitability of each of the stores

  • Inform senior management of how are we doing via metrics and...