IBM Cognos ICM: Fundamentals of Configuration V8.0 (1R016)

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About this Course

IBM Cognos ICM: Fundamentals of Configuration (V8.0) is a 4-day, instructor-led course focusing on the Composer Module of the Admin client. During the course, students will learn the basic structure of the software and its navigation, how to create tables and calculations to produce results based on common business requirements, and how to create Data Stores from their calculation results. In addition, students will learn how to use both Portal Access and Workflow Manager to make existing reports available in the Web client. The last day of class will find students working in small groups to complete an incentive compensation management case study, applying knowledge learned in the previous 3 days to solve the business requirements. At the end of this course, clients will be able to transfer knowledge learned to solve their own business requirements within IBM Cognos ICM.

Audience Profile

This intermediate course is intended for students who will be involved in table creation and calculation building during the IBM Cognos ICM implementation.


You should have:

  • Completed course titled "IBM Cognos ICM: Introduction to Discovery (V8.0)"
  • Experience using Windows and Microsoft Excel
  • Knowledge on Basic relational databases concepts

Course Outline

1. Introduction to IBM Cognos ICM 8

  • Identify the main differences between the Admin client and the Web client
  • Navigate the Admin client
  • Explain the use of the various modules available in the Admin client

2. Navigating IBM Cognos ICM

  • Log into IBM Cognos ICM 8
  • Explain the basics of ICM 8 interface navigation
  • Define the use of the Composer toolbar icons

3. Rivacent Overview

  • Understand the current Rivacent setup
  • Explain the requirements of Rivacent

4. Calendars

  • Explain the workings of ICM 8 calendars and their navigation
  • Explain the differences between locked and unlocked calendars in ICM 8
  • Add and configure new calendars

5. ICM Tables

  • Explain the use and purpose of Primary Keys
  • View and determine dependencies among tables
  • Import data into tables
  • Manually add new data to tables
  • Create tables
  • Navigate within tables
  • Explain the concept of effective dating tables

6. Introduction to Calculations in Cognos ICM

  • Navigate the New Calculation wizard
  • Create single-source calculations
  • Explain what each step in the New Calculation wizard does

7. Restrictions

  • Identify where restrictions are used in IBM Cognos ICM
  • Restrict tables to specific values contained in the tables
  • Join 2 or more data sources using restrictions
  • Explain why data sources are joined together

8. Multi-Source Calculations

  • Create calculations using multiple sources

9. Deconstructing the Requirements

  • Analyze requirements
  • Determine how to solve the requirements

10. Time Shift Calculations

  • Explain when Time Shift calculations are used
  • Create a Time Shift calculation

11. Union Joins (Add by Rows)

  • Explain a Union Join
  • Determine when to use a Union Join
  • Create a calculation using a Union Join

12. Components

  • Wrap objects into a component
  • Create placeholder connections
  • Create and link outbound and inbound connections

13. Data Stores

  • Explain what a data store is used for
  • Create a data store

14. Configuring Portal Access for IBM Cognos ICM Web

  • Describe how Portal Access manages access to reports in Cognos ICM Web
  • Create trees to be assigned to Access, Inquiry and Sign Off
  • Assign Trees to Presenter Reports
  • Create Web Tabs

15. Workflow Management

  • Analyze workflow
  • Determine how to build an effective workflow solution

16. Admin Client Security

  • Create user roles and accounts

17. Hardware Sciences Case Study

  • Apply knowledge gained over the previous 3 days to solve the requirements of the case study

18. A: Varicent Formula Operators (Appendix)

19. B: Answer Guide to Exercises (Appendix)