IBM Cognos Metric Studio: Design Scorecards (V10.1/10.2) SPVC

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

Sample Metric Map

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