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Metric Studio Course Content
Overview of IBM Cognos BI
- Discuss IBM Cognos Business Intelligence (BI) and Financial Performance Management (FPM)
- Describe IBM Cognos BI components
- Describe IBM Cognos architecture at a high level
- Define IBM Cognos groups and roles
- Explain how to extend IBM Cognos BI
Overview of IBM Cognos BI Metric Studio
- Identify scorecarding methodologies
- Explain how to identify and map requirements
- Explain the Metric Studio architecture and potential data sources
- Describe how to enhance the Metric Studio application
- Identify how security is implemented in Metric Studio
Define the Application Environment
- Create a Metric Studio application
- Define a data source connection to the metric store
- Define the scorecard structure by creating scorecards, metric types, qualifiers, and metrics
- Identify ways in which metric status is calculated
- Examine application administration tasks and scheduling
Overview of Loading and Calculating Data
- Examine the data loading architecture
- Identify potential data sources
- Examine data management processes
- Identify how data is staged prior to being loaded into the metric store
- Examine scores and trends
Load Data using IBM Cognos BI Metric Designer
- Examine Metric Designer
- Configure Metric Designer to create extracts
- Create objects extracts
- Create metrics extracts from different source types
- Publish extracts and load data into the metric store
- Import metrics/scorecards from Metric Designer
Load Data using Alternative Methods
- Load data from flat files
- Load data from a relational database
- Describe how to load data from IBM Cognos Planning
Manually Create Metrics and Calculate Data
- Describe the types of calculated metrics
- Create a derived metric
- Create a derived index metric type
- Create a formula-based calculated metric
Refine the Scorecard Application
- Organize metrics by strategy
- Track long-term goals using projects
- View performance graphically using diagrams
- Use Metric Studio data in a IBM Cognos BI report
- Use Metric Studio default analysis reports
- Add Metric Studio content to the portal
Set Application- and Object-Level Security
- Identify authentication and authorization
- Identify groups and roles
- Use pre-defined IBM Cognos BI roles
- Secure Metric Studio application and objects
Modify Default Environment Properties
- Modify default business calendar settings
- Modify default display settings
- Set status indicator properties
- Modify the appearance of metric names
- Manage custom units of measurement
End-to-end Workshop
- Create roles
- Add members and define access permissions
- Set capabilities
- Create folders
- Define access to entries
- Create an export
- Create an import
Monitor Performance with Metrics
- view relevant data
- sort and filter metrics by performance
- group metrics by strategic objectives
- record corrective actions against metrics
- track initiatives
- modify data values for a metric
- monitor important metrics
