IBM Cognos


Tailored to Needs

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This intermediate course is intended for Contributors.


Delegates should have:

  • Experience using the Windows operating system and a Web browser.
  • Experience using Microsoft Excel.
  • Knowledge of their business requirements.


1 day.


This course is designed to show Contributors how to navigate and interact with TM1, and how to use the front end tools and Microsoft Excel spreadsheets with Multidimensional cubes.

Through a series of lectures and hands-on exercises, delegates will learn to connect and access TM1, build views, browse data and navigate through the user interface.

An introduction to Cognos Insight is also included in the course.

Course objectives include:

  • Getting Started using TM1.
  • Explore and Customize Multidimensional Data.
  • Refine Analyses using Spreadsheets and Active Forms.
  • Format and Print Results.
  • Use TM1 Web to Manage and Analyze Data.
  • Explore Data in IBM Cognos Insight.
  • Work with Planning Applications.


Getting Started Using TM1
Review financial performance management.
Understand how TM1 enables financial performance management.
Identify the TM1 user community.
Describe the components and objects of TM1.

Explore and Customize Multidimensional Data
Examine the structure of a cube.
Examine Cube Viewer to understand how to browse data in a cube.
Create subsets to focus data in a cube.

Refine Analyses Using Spreadsheets and Active Forms
Analyze cube data with Excel using snapshot and slice methods.
Examine the process from the cube viewer, to Excel, and then to the web.
Contribute data to a cube using spread methods.
Filter data in a cube.
Create dynamic reports using Active Forms.

ormat and Print Results
Use TM1 application to organize reports.
Publish Excel reports to the Web.
Access Websheets.

Use TM1 Web to Manage and Analyze Data
Create and edit views with the View Builder.
View and manipulate a TM1 Websheet.
Use data spreading and holds.
Create a new cube view.
View web charts.
Use drill capabilities within relational tables and cubes.

Explore Data in IBM Cognos Insight
Understand the uses of Cognos Insight.
Import data into a workspace.
Navigate and explore data.
Restructure data.
Add calculations and highlight variances.

Work With Planning Applications
Compare the three different application types.
Determine how to connect to a plan (connected, distributed/disconnected, open in Cognos Insight).
Explain the workflow page (workflow states, etc.).
Work with an application (open, enter simple data, commit data, submit or reject if applicable).
Reorganize the grid.

S5 Box