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

Example: ABC Company


To illustrate the concepts discussed in this book, we will use a simple Profit and Loss model of our fictitious company, ABC Company. This model makes use of the common Analyst objects and functions that are important in the subsequent chapters. It will also be the template upon which we will build the Contributor web application. You can download this model from Packt Publishing's web site, http://www.packtpub.com/files/code/6842_Code.zip. The following are details of the company.

  • Employees: 4,000

  • Expense Departments: 1,100

  • Products: 350

  • Planning Cycle: Yearly budget

  • Planning approach: Bottom up

  • Number of Planners: 35 planners across the United States

  • Fiscal Period: Calendar

  • Model Requirements: In May 2009, the Director of ABC Company's Financial Planning Department has selected the IBM Cognos Planning tool to create the budget template for their 35 users. He/she asked you to work with the business users and design, and deploy the revenue and expense planning models for 2010...