LernIX Solutions

Course Overview

The Oracle R12 Accounts Payable New Features for Experienced 11i Users course is designed to give delegates practical experience of implementing and using the new features available in the Oracle R12 Accounts Payable module.

Course Objectives

By the end of this Oracle R12 Accounts Payable New Features for Experienced 11i Users course,delegates will be able to understand the new features embedded in Oracle R12 Accounts Payable and implement them within the payables process. In particular delegates will be able to manage suppliers,work with the Party Manager and Payables Invoice Workbench,understand the bank model,work with the Payments Manager,create netting agreements and batches,understand and setup and utilise subledger accounting,define the Payables application tax options in Tax Manager and understand the principles of multi-organisation access control.

Course Content

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Overview of New Features in Oracle Release 12 Accounts Payables
Integration with Other Modules

Session 2: SUPPLIER SETUP NEW FEATURES

New Supplier Setup Features
Work with the Party Manager

Session 3: INVOICE WORKBENCH

Work with the Payables Invoice Workbench

Session 4: PAYMENT BANKS AND PAYMENT PROCESSING

The Bank Model
Working with the Payments Manager
Create Netting Agreements and Netting Batches

Session 5: SUBLEDGER ACCOUNTING

Principles of Subledger Accounting
Create Subledger Accounting
Enquire on Subledger Accounting

Session 6: THE TAX MANAGER

Define Payables Application Tax Options

Session 7: MULTI ORGANISATION ACCESS CONTROL

Principles of Multi-Organisation Access Control

Session 8: ACCOUNTS PAYABLE EXERCISES

Course Overview

Oracle R12 Accounts Payable Course Overview

The Oracle R12 Accounts Payable course is designed to give delegates practical experience of working with the Oracle Accounts Payable module. It is end-user focused,encompassing all day to day tasks such as invoice and payment processing,making inquiries and running reports together with month end procedures.

Course Objectives

By the end of thisOracle R12 Accounts Payable course delegates will be able to use Oracle Payables to manage the payables process. In particular delegates will be able to manage suppliers,process invoices and credit notes,carry out a payment run with the new Payment Manager,submit reports,close accounts payable periods and transfer accounting details to the General Ledger.

Course Content

Oracle R12 Accounts Payable Training Course

Course Contents – DAY 1

Course Introduction

Administration and Course Materials
Course Structure and Agenda
Delegate and Trainer Introductions

Session 1: INTRODUCTION

Overview of a Payables System
Additional Features of Oracle Payables
New Features in Release 12 Payables
Integration with Other Modules
The Payables Cycle

Session 2: ENTER INVOICES

Invoice Types
Invoice Matching
Invoice Import
Invoice Gateway
Enter a Non Purchase Order Invoice
Enter a Standard Purchase Order Invoice
Process a Credit Note – Match to a Purchase Order
Process a Credit Note – Match to an Invoice
Recurring Invoices
Applying Prepayments to an Invoice
Foreign Currency Invoices
Entering Taxes on Invoices
Debit memos

Session 3: INQUIRY ON INVOICES

Invoice Inquiry Overview
Find Invoices
Find Invoice Distributions
Calculate Supplier Balances
Review High-Level Invoice Information

Session 4: APPLY AND RELEASE HOLDS

Types of Hold
Apply a Manual Invoice Hold
Release a Manual Invoice Hold

Session 5: APPROVE INVOICES

Approval Methods
Approve a Non-PO Invoice

Session 6: ADJUST OR CANCEL INVOICES

Add an Attachment to an Invoice
Adjust an Invoice
Cancel an Invoice
Create and Use a Clearing Payment Type

Session 7: PAYMENT BANKS AND PAYMENT PROCESSING

Payment Workbench
Manual and Quick Payments
Payment Methods
Process a Payment Batch
Cancel a Payment Batch
Stop / Void a Payment
Set Up an Internal Bank Account

Oracle R12 Accounts Payable Training Course

Course Contents – DAY 2

Session 8: SUPPLIER DATA

Supplier Sites
Supplier Account Balances
Inquire on a Supplier
Add a Supplier
Amend an Existing Supplier
Merge Suppliers / Supplier Sites
Add an Attachment to a Supplier Record

Session 9: GENERAL LEDGER TRANSFER

Accounting Methods
Accounting Entries for Payables Transactions
Create Accounting Process

Session 10: INTEGRATION WITH OTHER MODULES

Integration with Oracle Purchasing
Integration with Oracle Assets
Integration with Oracle Self-Service Web Applications
Integration with Oracle Receivables
Integration with Oracle Projects

Session 11: PAYABLES SET UP OVERVIEW

Define Financials Options
Define Payables Options
Define Special Calendars
Define Purchase Order Matching and Tax Tolerances
Define Invoice Hold and Release Names
Create Templates for Entering Expense Reports
Open Payables Accounting Period

Session 12: PAYABLES PERIOD CLOSE

Payables Period End Procedures
Run Payables Accounting Process
Run the Accounts Payable Trial Balance
Control Payables Accounting Period Statuses

Session 13: WITHHOLDING TAX

Set up Withholding Tax
Process invoices with Withholding Tax

Session 14: ACCOUNTS PAYABLE EXERCISES

Enter New Suppliers
Merge Supplier Records
Enter Standard Invoices with Multiple Lines
Enter Invoices Using PO Default
Running Reports
Enter a Credit Memo and Match to a Purchase Order Invoice (Part Value of the Invoice)
Enter an Advance
Invoice Inquiry
Cancel Invoices
Enter an Expense Report and Apply a Prepayment/Advance
Apply a Manual Hold Invoice
Un-Apply a Prepayment
Enter a Discounted Invoice Matched to a Purchase Order
Match a Credit Note to a Standard Invoice

Session 15: ACCOUNTS PAYABLE PAYMENTS EXERCISES

Payables Payment Run
Quick Payment
Void a Single Payment
Apply a Refund

Course Overview

This course is designed to build your in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Asset Management functionalities. Master planning configuration and processing. Sales and procurement processes. This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management Functional Consultant, Expert. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Course Content

1- Create products and product masters in Dynamics 365 Supply Chain Management

Introduction
Product information workspace
Concept of a product
Create products
Set up unit conversions
Batch disposition codes
Default order settings
Define products as not stocked
Create product masters with variants
Gain productivity by using the Variant suggestions page
Create and set up category hierarchies and attributes
Set up item pricing
Lab – Create a product and product master
Check your knowledge
Summary

2- Create bill of materials in Dynamics 365 Supply Chain Management

Introduction
Work with the BOM designer
BOM and formula versions
BOM line types
BOM levels
Exercise – Create a BOM in the BOM Designer
Check your knowledge
Summary

3- Get started with discrete manufacturing in Dynamics 365 Supply Chain Management

Introduction
Discrete manufacturing life cycle
Master planning and planned production orders
Bills of materials
Working with BOM and item configurations
Create a bill of materials
Production orders
Exercise – Create a simple BOM without a version
Exercise – Create a BOM in the BOM designer
Exercise – Create a BOM with a version
Exercise – Create and process a production order
Check your knowledge
Summary

4- Work with commodity pricing and compliance in Dynamics 365 Supply Chain Management

Configure commodity pricing
Configure product compliance
Exercise – Set up commodity pricing
Exercise – Set up pricing calculation
Exercise – Create price data and update agreements
Exercise – Product compliance
Check your knowledge
Summary

5- Configure process manufacturing in Dynamics 365 Supply Chain Management

Introduction
Process manufacturing item types
Production type setup
Set up packaging and batch attributes
Shelf life related setup
Item model group, product compliance, and approved vendors
Catch weight
Transaction adjustments
Catch weight item handling policy
Supported scenarios
Catch weight tags
Configure approved vendors
Exercise – Create an approved vendor list
Exercise – Create and use a partial visibility catch weight item
Exercise – Use catch weight items
Check your knowledge
Summary

6- Get started with Engineering Change Management for Dynamics 365 Supply Chain Management

Introduction
Overview of features
End-to-end walkthrough of features
Exercise – Set up demo data for the sample scenario
Exercise – Create a new engineering product
Exercise – Release an engineering product to a local company
Exercise – Review and accept the product before you release it in the local company
Exercise – Use the product in transactions in the local company
Exercise – Add the engineering product to a sales order
Exercise – Request changes in the engineering product
Exercise – Make changes to the product by using an engineering change order
Exercise – Release the changed product
Check your knowledge
Summary

7- Set up versioned products in Dynamics 365 Supply Chain Management

Introduction
Create an engineering organization
Create nomenclature for product versions
Create product version number rules
Create product dimension groups by using the version dimension
Create product life cycle states
Engineering attributes
Product readiness policies
Product release policies
Create engineering categories
Exercise – Create a product readiness policy
Check your knowledge
Summary

8- Configure engineering change management for Dynamics 365 Supply Chain Management

Introduction
Set up engineering change severities
Set up severity rule sets
Set up product owners
Engineering workflows
Exercise – Create a severity rule
Check your knowledge
Summary

9- Request and follow up with product changes in Dynamics 365 Supply Chain Management

Introduction
Engineering change requests
Engineering change orders
Exercise – Create an engineering change request
Check your knowledge
Summary

10- Get started with product configuration in Dynamics 365 Supply Chain Management

Introduction
Overview
Elements of a product configuration model
Expression constraints and table constraints in product configuration models
Validate and test a product configuration model
Finalize a model for configuration
Set up a product configuration model
Calculations for product configuration models
Solver strategy for product configuration
Reuse product configurations
Release a product configuration model
Customize a product configuration model
Exercise – Build and use a product configuration model
Check your knowledge
Summary

11- Work with the costing sheet in Dynamics 365 Supply Chain Management

Introduction
Costing versions
Cost groups
Calculation groups
Costing sheets
BOM calculations
BOM Measurements
BOM Reports
Lab – Analyze BOM costs by using the costing sheet
Check your knowledge
Summary

12- Configure formulas for process manufacturing in Dynamics 365 Supply Chain Management

Introduction
Formulas, formula lines, and formula versions
Formula features
Approve and activate formulas and formula versions
Use step consumption
Coproducts
By-products
Burden allocation
Planning items
Exercise – Create co-products and by-products
Exercise – Create a new formula with a version from the Released products page
Exercise – Copy and modify formula versions
Exercise – Create and update a scalable formula
Exercise – Create a percentage-based formula
Exercise – Create a step consumption formula
Check your knowledge
Summary

13- Get started with production control in Dynamics 365 Supply Chain Management

Introduction
Core concepts in production control
Understand unified manufacturing
Manufacturing principles
Overview of the production process and production life cycle
Discrete manufacturing
Process manufacturing
Lean manufacturing
Configure production control for unified manufacturing
Capacity planning
Integration between the General ledger and the Production control modules
IoT intelligence and insights
Lab – Explore production control
Check your knowledge
Summary

14- Use warehouse management for manufacturing in Dynamics 365 Supply Chain Management

Production input location
Production output location
Staging and order picking
Release BOM and formula lines to the warehouse
Cross-docking
Planned cross docking
Visibility into material exceptions
Lab – Work with warehouse management in manufacturing
Check your knowledge
Summary

15- Work with manufacturing execution in Dynamics 365 Supply Chain Management

Introduction
Understand the manufacturing executions
Identify roles in manufacturing execution
Planning consideration for manufacturing execution
Configure manufacturing execution
Control production with manufacturing execution
Report as finished from the job card device
Lab – Manufacturing execution
Check your knowledge
Summary

16- Get started with Asset Management for Dynamics 365 Supply Chain Management

Overview and benefits
Asset Management terminology and concepts
Functional locations and assets
Assets and work orders
Install the Asset Management mobile workspace
Use the Asset Management mobile workspace
Asset Management integration capabilities
Integrate Asset Management with Dynamics 365 Guides
Check your knowledge
Summary

17- Schedule work orders in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Configure workers for work order scheduling
Schedule and dispatch work orders
Calculate capacity load on scheduled work orders
Lab – Set up a preferred worker, and schedule a work order
Check your knowledge
Summary

18- Configure and perform the procure-to-purchase process in Dynamics 365 Supply Chain Management

Introduction
Procurement scenario
Overview of the procure-to-purchase process
Set up procurement categories
Use procurement catalogs
Create a purchase requisition
Create and process a request for quotation
Create purchase orders
Vendor categories and catalogs
Evaluate a vendor and put a vendor on hold
Use purchasing policies
Lab – Work with procure-to-purchase processes
Check your knowledge
Summary

19- Configure activity-based subcontracting and production flow costing in Dynamics 365 Supply Chain Management

Overview of subcontracting and production flow costing
Subcontracting capabilities
Subcontracting a vendor
Subcontracting service
Transfer activities as subcontracting activities
Subcontracting as an alternate resource
Cost accounting of subcontracted services
Subcontracting cost flow
Backflush costing
Products and material in Work in Progress
Standard cost
Costing lean manufacturing
Calculation of standard cost
Calculate unused quantities
Calculation of production variances to standard cost
Ledger entries created from processing a production flow
Exercise – Set up a default vendor and create a purchase agreement
Exercise – Create a work cell for subcontracting
Exercise – Create an activity-based subcontracting rule
Exercise – Create and schedule kanbans for subcontracting
Exercise – Process and transfer jobs
Check your knowledge
Summary

20- Configure and use agreements in Dynamics 365 Supply Chain Management

Introduction
Work with trade agreements
Create sales agreements
Create purchase agreements
Configure trade allowance management
Configure brokerage contract management
Configure royalty contract management
Configure vendor rebates
Rebate management module
Exercise – Create a purchase agreement
Exercise – Generate and process customer rebates
Exercise – Create trade agreements
Check your knowledge
Summary

21- Work with capacity planning and scheduling in Dynamics 365 Supply Chain Management

Introduction
Scheduling options
Split a production order
Operations scheduling
Job scheduling
Scheduling options from the Gantt chart
Resource scheduling
Scrap and waste
Exercise – Start a discrete production order
Exercise – Run a resource schedule
Check your knowledge
Summary

22- Configure and use built-in master planning in Dynamics 365 Supply Chain Management

Introduction
Master planning considerations and setup
Master planning parameters page
Create a master plan
Demand forecasting
Coverage settings
Action messages
Configure intercompany planning
Run plans and firm planned orders
Set up and use the Supply schedule page
Exercise – Firm a planned order
Exercise – Change a planned order type
Exercise – Create and run an intercompany master plan
Check your knowledge
Summary

23- Use Planning Optimization in Dynamics 365 Supply Chain Management

Introduction
Install the Planning Optimization Add-in
Integration and fit analysis
Apply filters to a plan
Master planning with demand forecasts
Planning optimization support for capability-based resource allocation
Priority-based planning
Master planning and purchase trade agreements
Safety margins
Coverage time fences
Approved planned orders
Generate planned production orders
Analyze and approve planned orders
Auto-firming
Planning with negative on-hand quantities
View history and planning logs
Cancel a planning job
Exercise – Set up purchase trade agreements for Planning Optimization
Exercise – Approve a planned order
Check your knowledge
Summary

24- Create and process fixed kanbans in Dynamics 365 Supply Chain Management

Introduction
Understand kanban boards
Configure a fixed kanban rule
Process a fixed kanban
Kanban quantity calculations and circulating kanbans
Exercise – Configure a fixed quantity kanban rule
Exercise – Fixed kanban job processing
Check your knowledge
Summary

25- Identify and configure batch attributes for process manufacturing in Dynamics 365 Supply Chain Management

Batch attributes
Assign and reserve batch attributes
Products that have an active ingredient
Ingredient types
The batch balancing process
Exercise – Create and assign batch attributes
Exercise – Record batch attributes at batch creation
Exercise – Record batch attribute values by using quality orders
Exercise – Reserve batch attributes on sales orders
Check your knowledge
Summary

Course Overview

This two-day iSQI training course is primarily aimed at providing insight into the day-to-day activities of the business analyst (BA) in an Agile development environment. The training gives an overview of the essential differences with the traditional BA role.

Within Agile, business analysis can be seen as a role that is no longer reserved for a business analyst, but which can be filled by several team members. However, some expertise is required.

Certified Agile Business Analysis (CABA) introduces a number of techniques that are well applicable in business analysis in an Agile approach and philosophy. The training can very well be complemented by an Agile Foundation or Practitioner in Agile Quality (PAQ) training, which in addition to the theoretical element, also includes practical simulated Agile iterations.

Course Objectives

With the iSQI® Certified Agile Business Analysis (CABA) certification:

You will have an internationally recognised certification
Articulate the business analyst’s responsibilities to both the enterprise and the agile team
Understand the business analyst’s contribution to the agile process analysis frameworks
Identify business analysis specific techniques that contribute to the delivery of artefacts that add value to the enterprise initiating agile projects
Appreciate the importance of, and how to contribute to, continuous improvement through retrospectives

Course Content

What is Business Analysis?
What is agile?
Common agile approaches
BA techniques in agile projects
See the whole
Think as a customer
Determine what’s of value
Get real with examples
Understand what’s doable
Stimulate collaboration and continuous improvement
Avoid waste
Review and close

Course Overview

ISO/IEC 27002 Foundation training enables you to learn the basic elements to implement Information Security Controls as specified in ISO/IEC 27002. During this training course, you will be able to understand how ISO/IEC 27001 and ISO/IEC 27002 are related to ISO/IEC 27003 (Guidelines for the implementation of ISMS), ISO/IEC 27004 (Measurement of Information Security) and ISO/IEC 27005 (Risk Management in Information Security).

After completing this course, you can sit for the exam and apply for the “PECB Certificate Holder in ISO/IEC 27002 Foundation” certificate. A PECB Foundation Certificate shows that you have understood the fundamental methodologies and management approach.

Course Objectives

Understand the implementation of Information Security Controls in accordance with ISO/IEC 27002
Acknowledge the correlation between ISO/IEC 27001, ISO/IEC 27002 and other standards and regulatory frameworks
Understand the approaches, methods and techniques used for the implementation of Information Security Controls

Course Content

Day 1: Introduction to ISO/IEC 27002 and Information Security Management System
Day 2: ISO/IEC 27002 Controls and Certificate Exam

Course Overview

This 3-day International Requirements Engineering Board (IREB) course prepares you for the Certified Professional for Requirements Engineering (CPRE) Foundation examination.

In order to successfully implement a change or project, it is essential to have a complete and accurate set of requirements. Various studies (including the Chaos Report by the Standish Group) have shown that success depends on the proper handling of requirements and stakeholder involvement.

To increase the chances of success, this is an important task for the Requirements Engineer (including Information/Business Analysts, Requirements Managers) and other stakeholders who have an interest in requirements (including Functional Application Management, testers). Global Knowledge offers a number of training courses and follows the international certification programme of the IREB: the Certified Professional for Requirements Engineering.

Course Objectives

The participant learns to delineate and formulate the scope in order to get and keep grip on the intended changes. To this end, he/she learns the necessity of involving the right stakeholders in the collection (elicitation), recording and evaluation of the requirements. Conflicts between requirements and stakeholder interests can be identified and resolved. The requirements engineer is after all the pivot between the business and the ICT for the realization of their objectives.

After the training the participant is familiar with the following:

the concepts and terms used in the field what the importance of requirements and the role of the stakeholder are
what techniques there are to collect (elicit), analyze, record and validate requirements
How requirements engineering can recognize and resolve problems and conflicts.
How requirements are managed during their life cycle

Course Content

The following topics are covered and skills are taught. The material is taught by specialists in the field and is frequently practised with practical assignments. In addition, the manner and type of questions that the participant may expect at the exam are trained.

Introduction and foundations: Importance of requirements, concepts and terms, characteristics of the Requirements Engineer, the 4 core activities of Requirements Engineering, etc.
System and system context: Scoping of system/project, context diagram, Quality Requirements (non-functionals), etc.
Requirements elicitation: Stakeholder selection, methods and techniques to elicit requirements from stakeholders, etc.
Requirements documentation: Modes of Requirements documentation, quality criteria of the Requirements documentation, etc.
Documentation of Requirements using Natural Language: Specification of Requirements in natural language (text), quality criteria of the individual Requirement,
Model based requirements documentation: Specification of requirements by means of models, UML modelling, ERD modelling, state diagrams, etc.
Requirements validation and negotiation: Check Requirements to see if the right solution is described, negotiate conflicting requirements, etc.
Requirements management: Managing Requirements during their life cycle, Change Control Board, etc.
Tool support: Properties of a RE tool, selection and implementation, etc.

Course Overview

This course provides an introduction to supervised models, unsupervised models, and association models. This is an application-oriented course and examples include predicting whether customers cancel their subscription, predicting property values, segment customers based on usage, and market basket analysis.

Virtual Learning

This interactive training can be taken from any location, your office or home and is delivered by a trainer. This training does not have any delegates in the class with the instructor, since all delegates are virtually connected. Virtual delegates do not travel to this course, Global Knowledge will send you all the information needed before the start of the course and you can test the logins.

Course Objectives

Please refer to course overview

Course Content

Introduction to machine learning models • Taxonomy of machine learning models • Identify measurement levels • Taxonomy of supervised models • Build and apply models in IBM SPSS Modeler Supervised models: Decision trees – CHAID • CHAID basics for categorical targets • Include categorical and continuous predictors • CHAID basics for continuous targets • Treatment of missing values Supervised models: Decision trees – C&R Tree • C&R Tree basics for categorical targets • Include categorical and continuous predictors • C&R Tree basics for continuous targets • Treatment of missing values Evaluation measures for supervised models • Evaluation measures for categorical targets • Evaluation measures for continuous targets Supervised models: Statistical models for continuous targets – Linear regression • Linear regression basics • Include categorical predictors • Treatment of missing values Supervised models: Statistical models for categorical targets – Logistic regression • Logistic regression basics • Include categorical predictors • Treatment of missing values Supervised models: Black box models – Neural networks • Neural network basics • Include categorical and continuous predictors • Treatment of missing values Supervised models: Black box models – Ensemble models • Ensemble models basics • Improve accuracy and generalizability by boosting and bagging • Ensemble the best models Unsupervised models: K-Means and Kohonen • K-Means basics • Include categorical inputs in K-Means • Treatment of missing values in K-Means • Kohonen networks basics • Treatment of missing values in Kohonen Unsupervised models: TwoStep and Anomaly detection • TwoStep basics • TwoStep assumptions • Find the best segmentation model automatically • Anomaly detection basics • Treatment of missing values Association models: Apriori • Apriori basics • Evaluation measures • Treatment of missing values Association models: Sequence detection • Sequence detection basics • Treatment of missing values Preparing data for modeling • Examine the quality of the data • Select important predictors • Balance the data

Course Overview

This course provides the foundations of using IBM SPSS Modeler and introduces the participant to data science. The principles and practice of data science are illustrated using the CRISP-DM methodology. The course provides training in the basics of how to import, explore, and prepare data with IBM SPSS Modeler v18.2, and introduces the student to modeling.

Virtual Learning

This interactive training can be taken from any location, your office or home and is delivered by a trainer. This training does not have any delegates in the class with the instructor, since all delegates are virtually connected. Virtual delegates do not travel to this course, Global Knowledge will send you all the information needed before the start of the course and you can test the logins.

Course Objectives

Please refer to course overview.

Course Content

Introduction to IBM SPSS Modeler • Introduction to data science • Describe the CRISP-DM methodology • Introduction to IBM SPSS Modeler • Build models and apply them to new data Collect initial data • Describe field storage • Describe field measurement level • Import from various data formats • Export to various data formats Understand the data • Audit the data • Check for invalid values • Take action for invalid values • Define blanks Set the unit of analysis • Remove duplicates • Aggregate data • Transform nominal fields into flags • Restructure data Integrate data • Append datasets • Merge datasets • Sample records Transform fields • Use the Control Language for Expression Manipulation • Derive fields • Reclassify fields • Bin fields Further field transformations • Use functions • Replace field values • Transform distributions Examine relationships • Examine the relationship between two categorical fields • Examine the relationship between a categorical and continuous field • Examine the relationship between two continuous fields Introduction to modeling • Describe modeling objectives • Create supervised models • Create segmentation models Improve efficiency • Use database scalability by SQL pushback • Process outliers and missing values with the Data Audit node • Use the Set Globals node • Use parameters • Use looping and conditional execution

Course Overview

This course explores the IBM Planning Analytics Workspace, how to create dimensions, cubes, and business rules. Learners will also delve into loading and maintaining data, optimizing their business rules, and learn how to transfer data into a model.

This course also explains how to customize drill paths, using rules for advanced modeling, and converting currencies.

Finally, learners will learn how to create models for different fiscal requirements.

Virtual Learning

This interactive training can be taken from any location, your office or home and is delivered by a trainer. This training does not have any delegates in the class with the instructor, since all delegates are virtually connected. Virtual delegates do not travel to this course, Global Knowledge will send you all the information needed before the start of the course and you can test the logins.

Course Objectives

By the end of this course, learners should be able to:

Identify the TM1 position in a performance management system
Describe TM1 components and architecture
Manually create dimensions, import, and edit them
Construct and edit a cube
Identify data sources
Create processes to update and maintain a model
Review, disable, and enable auto-generated rules
Optimize rules using a SKIPCHECK statement
Troubleshoot rules and feeders
Link cubes with different dimensions
Use Planning Analytics as a data source
Push data to a cube
Create a drill process and drill assignment rules
Utilize a lookup cube and attributes in rules
Create rules for currency conversion
Use Planning Analytics to reduce maintenance
Use discreet time dimensions
Implement a continuous time dimension model

Course Content

Overview of IBM Planning Analytics • Modeling in IBM Planning Analytics: overview • IBM Planning Analytics: data tier • In-memory data storage • Calculating versus caching data • Important files in TM1

Create dimensions • What is a dimension? • What are weights? • Time dimensions • Member attributes • Hierarchies

Load and maintain data • What is TurboIntegrator? • Defining data sources and process parameters in TurboIntegrator • Validate and run processes • TurboIntegrator chores

Add business rules • What are rules? • How do you create a rule? • Review rule processing • Use a rule to override aggregation • Use a function in a rule

Optimize rule performance • Understanding consolidations and sparsity • Optimize your rules using SKIPCHECK • Using feeder statements • Inter-cube feeders • Feeding string rules • Trace cell values and feeders

Transfer data into your model • Link cubes with different dimensions • Review TurboIntegrator • Dealing with data • Use IBM Planning Analytics as a data source • Tips for scripting in TurboIntegrator

Customize drill paths • View related data • Create a drill path

Use rules for advanced modeling • Describe a virtual cube • Utilize a lookup cube • Use relative spreading and a spread profiles cube • Use attributes in rules

Convert currencies • Converting currency: overview • Review control cubes

Model for different fiscal requirements • Understanding time • Discrete time dimensions • Continuous time dimensions • Develop a continuous time model

Course Overview

This course is designed to teach analysts how to use IBM Planning Analytics to analyze data to discover trends and exceptions, create and customize reports and templates, and contribute data to plans.

Through a series of lectures and hands-on activities, you will learn how use Planning Analytics Workspace and Planning Analytics for Microsoft Excel to create analyses, enter data, create custom views and dashboards, and build formatted reports and forms.

Virtual Learning

This interactive training can be taken from any location, your office or home and is delivered by a trainer. This training does not have any delegates in the class with the instructor, since all delegates are virtually connected. Virtual delegates do not travel to this course, Global Knowledge will send you all the information needed before the start of the course and you can test the logins.

Course Objectives

At the end of the course, participants will be able to :

Use Planning Analytics Workspace
Use Planning Analytics for Microsoft Excel
Create analyses,
Enter data,
Create custom views and dashboards,
Build formatted reports and forms.

Course Content

Understanding IBM Planning Analytics data
Creating books
Creating and saving views
Changing the way data is displayed
Displaying specific members by using sets
Adding calculations to views
Highlighting exceptions by using conditional formatting
Entering data
Experimenting with data by using sandboxes
Working with spreadsheets online by using websheets
Formatting for reporting
Exploring data by using visualizations
Creating dashboards
Examining performance by using scorecards
Exporting data
Introduction to IBM Planning Analytics for Microsoft Excel
Creating websheets
AI Forecasting
Apps and Plans
Decision Optimization Overview