Essentials for IBM Cognos BI (V10.2) is a blended offering consisting of five-days of instructor-led training and 21 hours of Web-based, self-paced training. This accelerated offering is intended for core project team members wishing to acquire a broad understanding of a Business Intelligence platform implementation. During the ILT segments, participants will perform hands-on demos and workshops that cover four essential topic areas: Modeling, Report Authoring, Workspace Advanced, and Administration of a BI platform. Throughout the ILT, participants will be guided to more-in depth training offerings and paths leading to certification.


This course is intended for Project Managers,Technical Analysts and Developers.



  • Experience using the Windows operating system
  • Experience using a web browser

Outline for Essentials for IBM Cognos BI (V10.2) Training

Overview of IBM Cognos BI

  • discuss IBM Cognos BI and Performance Management
  • describe IBM Cognos BI components
  • describe IBM Cognos BI architecture at a high level
  • define IBM Cognos BI groups and roles
  • explain how to extend IBM Cognos BI

Identify Common Data Structures

  • Define the metadata modeling role in IBM Cognos BI
  • examine the characteristics of operational databases and databases designed for reporting
  • examine dimensional data sources (OLAP, ROLAP, DMR)

Gather Requirements

  • examine key modeling recommendations
  • define reporting requirements
  • explore data sources t identify data access strategies

Create a Baseline Project

  • examine the IBM Cognos BI 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

  • identify facts and dimensions
  • examine relationships, and data traps
  • 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
  • Rapidly create a model using the Model Design Accelerator

Create Analysis Objects

  • Define dimensionally modeled relational (DMR) metadata
  • apply dimensional information to relational metadata to enable OLAP-style queries
  • define members and member unique names

Introduction to the Reporting Application

  • Examine Report Studio and its interface
  • Explore different report types
  • Create a simple, sorted, and formatted report
  • Explore how data items are added to queries

Create List Reports

  • Format, group, and sort list reports
  • Describe options for aggregating data
  • Create a multi-fact query
  • Create a report with repeated data

Focus Reports Using Filters

  • Create filters t narrow the focus of reports
  • Examine detail and summary filters
  • Determine when t apply filters on aggregate data

Create Crosstab Reports

  • Format and sort crosstab reports
  • Convert a list to a crosstab
  • Create crosstabs using unrelated data items
  • Create complex crosstabs using drag and drop functionality

Present Data Graphically

  • Create charts containing peer and nested items
  • Present data using different chart type options
  • Add context to charts
  • Create and reuse custom chart palettes
  • Present key data in a single dashboard report

Focus Reports Using Prompts

  • Identify various prompt types
  • Use parameters and prompts to focus data
  • Search for prompt items
  • Navigate between pages

Extend Reports Using Calculations

  • Create calculations based on data in the data source
  • Add run-time information to the reports
  • Create expressions using functions
  • Highlight exceptional data
  • Show and hide data
  • Conditionally render objects in reports
  • Conditionally format one crosstab measure based on another
  • identify changes that impact a MUN
  • sort members for presentation and predictability

Customize Reports with Conditional Formatting

  • Create multi-lingual reports
  • Highlight Exceptional Data
  • Create a Conditionally Rendered Column
  • Conditionally Format One Crosstab Measure Based on Another

Drill-Through From One Report t Another

  • Let users navigate from a specific report t a target report
  • Pass parameter values t filter the data in drill-through targets
  • Navigate through multiple reports

Create Reports using Relational Data

  • Define Relational Data
  • Define report layouts
  • Build a report
  • Explain how to add data query items
  • Use calculations

Introduction t IBM Cognos BI Administration

  • Describe the role of the Administrator in relation to the IBM Cognos BI administration workflow process.
  • Describe the role of IBM Cognos Administration and IBM Cognos Configuration.

Identify IBM Cognos BI Architecture

Identify and explain:

  • the features of the IBM Cognos BI architecture
  • the three architectural tiers
  • IBM Cognos BI servlets and services
  • the default servlet container and alternatives t its use
  • an example of IBM Cognos BI request processing
  • installation options
  • load balancing mechanisms
  • configuration options
  • the IBM Cognos Application Firewall

Secure the IBM Cognos BI Environment

  • Identify the IBM Cognos BI security model
  • Define authentication and authorization in IBM Cognos BI.
  • Identify security policies
  • Secure the IBM Cognos BI environment

Manage Run Activities

  • Manage current, upcoming and past activities
  • Manage schedules

Manage Content in IBM Cognos Administration

  • View Data Sources Associated with a Package and Add a Data Source
  • Add Multiple Connections for a Single Data Source
  • Create a Distribution List
  • Create an Export and Import Archive
  • Save Content t the File System

Post class e-Learning:

  • IBM Cognos for Microsoft Office: Integrate with Microsoft Office (V10.1/10.2) (B5130)
  • IBM Cognos BI Event Studio: Create and Manage Agents (V8.4/10.1) (B5131)
  • IBM Cognos Transformer: Create PowerCubes (V10.1) (B5169)
  • IBM Cognos Workspace Advanced: Introduction (V10.2) (B5283)
  • IBM Cognos Workspace Advanced: Intermediate (V10.2) (B5284)
  • IBM Cognos BI for Consumers (V10.2) (B5288)
  • IBM Cognos Workspace: Create Workspaces (V10.2) (B5217)