Cogons planning & TM1 Course

IBM Cognos TM1 is an enterprise planning software platform.

Cogons planning & TM1 Online Training

IBM Cognos TM1 is an enterprise planning software platform that can transform your entire planning cycle, from target setting and budgeting to reporting, scorecarding, analysis and forecasting.

What you will learn

Available as an on-premise or on-cloud solution, and with extensive mobile capabilities, Cognos TM1 enables you to collaborate on plans, budgets and forecasts. You can analyze data, and create models – including profitability models – to reflect a constantly evolving business environment. In addition, integrated scorecards and strategy management capabilities help you monitor performance metrics and align resources and initiatives with corporate objectives and market events.

  • Introduction to IBM Cognos TM1

Cogons planning & TM1 Online Training Course Content


  • Introduction to IBM Cognos TM1
  • Review financial performance management
  • Describe the architecture and components of TM1
  • Create Dimensions
  • Review cubes and dimensions
  • Create dimensions manually
  • Edit dimensions
  • Create dimensions using Turbo Integrator
  • Build Cubes and Views
  • Discuss cubes and data points
  • Create cubes
  • Construct views of data in cubes
  • Create and use a pick list
  • Load and Maintain Data
  • Create processes to load data
  • Create a process to delete data in a cube
  • Create processes to update the model
  • Add Business Rules
  • Discuss a rule
  • Construct rules for elements or consolidations
  • Use functions in rules
  • Optimize rule performance
  • Discuss rules in a Rule Worksheet
  • Optimize Rule Performance
  • Optimize rule performance
  • Use Skipcheck and Feeders
  • Employ tools to enhance rules and feeders
  • Transfer Data into Your Model Using Scripts
  • Review Advanced tabs in Turbo Integrator
  • Add a subset to a dimension
  • Use logic in scripts
  • Move data between versions
  • Construct chores


  • Customize Drill Paths
  • Create a Drill Process
  • Create a Drill Assignment Rule
  • Using Rules for Advanced Modeling
  • Discuss virtual cubes
  • List uses for lookup cubes
  • Create and use a spread profile cube
  • Implement moving balances in a cube
  • Convert Currencies
  • Discuss currency challenges
  • Create currency dimension
  • Create currency cube
  • Create rules for currency conversion
  • Model for Different Fiscal Requirements
  • Discuss time considerations
  • Use discrete time dimensions
  • Implement a continuous time dimension model
  • Introduction to Managed Planning Applications
  • Review the purposes and benefits of a managed planning application
  • Review supported platforms
  • Contribute Data to Managed Planning Applications
  • Access a Managed Planning Applications
  • Identify user roles and workflow states
  • Enter data using shortcuts and spreading
  • Submit and reject data
  • Create and Deploy Planning Applications to the Web
  • Create a Managed Planning Application
  • Apply security to Managed Planning Applications
  • Examine design techniques and best practices
  • Define Workflow (Optional)
  • Integrate with IBM Cognos 8 BI and IBM Cognos Planning (Optional)
  • Design for Reporting (Optional)
  • Optimize and Tune TM1 Models (Optional)
  • Identify Common Data Structures (Optional)
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