IBM Cognos Framework Manager: Design Metadata Models (V10.2)

IBM Cognos Framework Manager: Design Metadata Models 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.

Course Outline

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

Audience

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