IBM Cognos Framework Manager: Design Metadata Models (V10.1) - ILO

Vendor:
IBM Corporation
Course:
I5152
Start Date:
Monday, June 25, 2012
Length:
5 Days
Location:
Virtual Eastern, VR
Tuition:
$3,500
Enroll In This Course
June
25
Virtual Eastern, VR

Course Description

IBM Cognos Education is now pleased to offer you our courses in an exciting new learning format, Instructor-led Online (ILO). Students are offered a similar experience to live classroom training, with the convenience of having it delivered directly to their desktop.

IBM Cognos Framework Manager: Design Metadata Models (V10.1) ?is a five-day, instructor-led course that provides participants with introductory to advanced knowledge of metadata modeling concepts, and how to model metadata for predictable reporting and analysis results using Framework Manager. Participants will learn the full scope of the metadata modeling process, from initial project creation, to publishing of metadata to the Web, enabling end users to easily author reports and analyze data.

Skills Gained

Overview of IBM Cognos

  • Discuss IBM Cognos and Performance Management
  • Describe IBM Cognos components
  • Describe IBM Cognos architecture at a high level
  • Define IBM Cognos groups and roles
  • Explain how to extend IBM Cognos

Identify Common Data Structures

  • Examine the characteristics of operational databases and databases designed for reporting
  • Examine relationships and cardinality
  • Identify different data traps
  • Examine OLAP data sources

Gather Requirements

  • Examine key modeling recommendations
  • Define reporting requirements
  • Explore data sources to identify data access strategies

Create a Baseline Project

  • Examine the IBM Cognos BI and Framework Manager workflow processes
  • Define a project and its structure
  • Describe the Framework Manager environment
  • Create a baseline project
  • Enhance the model with additional metadata

Prepare Reusable Metadata

  • Verify relationships and query item properties
  • Ensure efficient filters by configuring prompt properties

Model for Predictable Results: Identify Reporting Issues

  • Describe multi-fact queries and when full outer joins are appropriate
  • Describe how IBM Cognos BI uses cardinality
  • Identify reporting traps
  • Use tools to analyze the model

Model for Predictable Results: Virtual Star Schemas

  • Identify the advantages of modeling metadata as a star schema
  • Model in layers
  • Create aliases to avoid ambiguous joins
  • Merge query subjects to create as view behavior

Model for Predictable Results: Consolidate Metadata

  • Create virtual facts to simplify writing queries
  • Create virtual dimensions to resolve fact-to-fact joins
  • Create a consolidated modeling layer for presentation purposes
  • Consolidate snowflake dimensions with model query subjects
  • Simplify facts by hiding unnecessary codes

Calculations and Filters

  • Use calculations to create commonly-needed query items for authors
  • Use static filters to reduce the data returned
  • Use macros and parameters in calculations and filters to dynamically control the data returned

Implement a Time Dimension

  • Make time-based queries simple to author by implementing a time dimension
  • Resolve confusion caused by multiple relationships between a time dimension and another table

Specify Determinants

  • Use determinants to specify multiple levels of granularity and prevent double-counting

Create the Presentation View

  • Identify the dimensions associated with a fact table
  • Identify conformed vs. non-conformed dimensions
  • Create star schema groupings to provide authors with logical groupings of query subjects

Work with Different Query Subject Types

  • Identify key differences and recommendations for using data source, model, and stored procedure query subjects
  • Identify the effects on generated SQL when modifying query subjects, SQL settings and relationships

Set Security in Framework Manager

  • Examine the IBM Cognos BI security environment
  • Restrict access to packages
  • Create and apply security filters
  • Restrict access to objects in the model

Create Analysis Objects

  • Apply dimensional information to relational Metadata to enable OLAP-style queries
  • Sort members for presentation and predictability

Manage MUNs in Framework Manager

  • Describe model types and data entities
  • Define members and member unique names
  • Identify changes that impact a MUN

Model for Drill Through in Framework Manager

  • Identify conformed values between data sources
  • Define a report drill through
  • Define a package-based drill through
  • Identify drill-through values

Advanced Generated SQL Concepts and Complex Queries

  • Governors that affect SQL generation
  • Stitch query SQL
  • Conformed and non-conformed dimensions in generated SQL
  • Multi-fact/multi-grain stitch query SQL
  • Variances in Report Studio generated SQL
  • Dimensionally modeled relational SQL generation
  • Cross join SQL
  • Various results sets for multi-fact queries

Use Advanced Parameterization Techniques in Framework Manger

  • Identify session and model parameters
  • Leverage session, model, and custom parameters
  • Create prompt macros
  • Leverage macro functions associated with security

Model Maintenance and Extensibility

  • Perform basic maintenance and management on a model
  • Remap metadata to another source
  • Import and link a second data source
  • Run scripts to automate or update a model
  • View lineage
  • Create a model report

Optimize and Tune Framework Manager Models

  • Identify and implement techniques to optimize and tune your Framework Manager models

Work in a Multi-Modeler Environment

  • Implement repository control
  • Segment and link a project
  • Branch a project and merge results

Manage OLAP Data Sources

  • Connect to an OLAP data source (cube) in a Framework Manager project
  • Publish an OLAP model
  • Publish a model with multiple OLAP data sources
  • Publish a model with an OLAP data source and a relational data source

Manage Framework Manager Packages

  • Specify package languages and function sets
  • Control model versioning
  • Nest packages

Who Can Benefit

This advanced course is for developers who design metadata models for use in IBM Cognos.

Prerequisites

Required:

  • Knowledge of common industry standard data structures and design
  • Experience with SQL
  • Experience gathering requirements and analyzing data

Recommended:

  • IBM Cognos Report Studio: Author Professional Reports Fundamentals (V10.1) or CBT equivalent

Syllabus

1. Overview of IBM Cognos

  • IBM Cognos and Performance Management
  • IBM Cognos components
  • IBM Cognos architecture at a high level
  • IBM Cognos groups and roles
  • Extend IBM Cognos

2. Identify Common Data Structures

  • Characteristics of operational databases and databases designed for reporting
  • Relationships and cardinality
  • Data traps
  • OLAP data sources

3. Gather Requirements

  • Key modeling recommendations
  • Define reporting requirements
  • Explore data sources to identify data access strategies

4. Create a Baseline Project

  • IBM Cognos BI and Framework Manager workflow processes
  • Define a project and its structure
  • Framework Manager environment
  • Create a baseline project
  • Enhance the model with additional metadata

5. Prepare Reusable Metadata

  • Verify relationships and query item properties
  • Ensure efficient filters by configuring prompt properties

6. Model for Predictable Results: Identify Reporting Issues

  • Multi-fact queries and when full outer joins are appropriate
  • How IBM Cognos BI uses cardinality
  • Reporting traps
  • Use tools to analyze the model

7. Model for Predictable Results: Virtual Star Schemas

  • Advantages of modeling metadata as a star schema
  • Model in layers
  • Create aliases to avoid ambiguous joins
  • Merge query subjects to create as view behavior

8. Model for Predictable Results: Consolidate Metadata

  • Create virtual facts to simplify writing queries
  • Create virtual dimensions to resolve fact-to-fact joins
  • Create a consolidated modeling layer for presentation purposes
  • Consolidate snowflake dimensions with model query subjects
  • Simplify facts by hiding unnecessary codes

9. Calculations and Filters

  • Use calculations to create commonly needed query items for authors
  • Use static filters to reduce the data returned
  • Use macros and parameters in calculations and filters to dynamically control the data returned

10. Implement a Time Dimension

  • Make time-based queries simple to author by implementing a time dimension
  • Resolve confusion caused by multiple relationships between a time dimension and another table

11. Specify Determinants

  • Use determinants to specify multiple levels of granularity and prevent double-counting

12. Create the Presentation View

  • Dimensions associated with a fact table
  • Conformed vs. non-conformed dimensions
  • Create star schema groupings to provide authors with logical groupings of query subjects

13. Work with Different Query Subject Types

  • Key differences and recommendations for using data source, model, and stored procedure query subjects
  • Effects on generated SQL when modifying query subjects, SQL settings, and relationships

14. Set Security in Framework Manager

  • Examine the IBM Cognos BI security environment
  • Restrict access to packages
  • Create and apply security filters
  • Restrict access to objects in the model

15. Create Analysis Objects

  • Apply dimensional information to relational Metadata to enable OLAP-style queries
  • Sort members for presentation and predictability

16. Manage MUNs in Framework Manager

  • Model types and data entities
  • Members and member unique names
  • Changes that impact a MUN

17. Model for Drill Through in Framework Manager

  • Identify conformed values between data sources
  • Define a report drill through
  • Define a package-based drill through
  • Identify drill-through values

18. Advanced Generated SQL Concepts and Complex Queries

  • Governors that affect SQL generation
  • Stitch query SQL
  • Conformed and non-conformed dimensions in generated SQL
  • Multi-fact/multi-grain stitch query SQL
  • Variances in Report Studio-generated SQL
  • Dimensionally modeled relational SQL generation
  • Cross join SQL
  • Various results sets for multi-fact queries

19. Use Advanced Parameterization Techniques in Framework Manger

  • Session and model parameters
  • Use session, model, and custom parameters
  • Create prompt macros
  • Use macro functions associated with security

20. Model Maintenance and Extensibility

  • Perform basic maintenance and management on a model
  • Remap metadata to another source
  • Import and link a second data source
  • Run scripts to automate or update a model
  • View lineage
  • Create a model report

21. Optimize and Tune Framework Manager Models

  • Techniques to optimize and tune your Framework Manager models

22. Work in a Multi-Modeler Environment

  • Implement repository control
  • Segment and link a project
  • Branch a project and merge results

23. Manage OLAP Data Sources

  • Connect to an OLAP data source (cube) in a Framework Manager project
  • Publish an OLAP model
  • Publish a model with multiple OLAP data sources
  • Publish a model with an OLAP data source and a relational data source

24. Manage Framework Manager Packages

  • Specify package languages and function sets
  • Control model versioning
  • Nest packages

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