Master Cognos BI Planning with ENCODE-IT’s Expert Training

Course Introduction: Business planning and forecasting are critical for any organization looking to
optimize its performance, stay competitive, and make data-driven decisions. IBM Cognos BI Planning
is an integrated suite that brings together data management, planning, budgeting, and forecasting
into a unified environment. ENCODE-IT’s Cognos BI Planning Training will equip you with the skills
needed to use Cognos for effective planning and budgeting, enabling organizations to streamline
their business processes, gain insights into financial data, and improve overall business strategy.

In this course, you will learn how to design, create, and manage integrated business plans, forecasts,
and budgets with IBM Cognos BI Planning. You’ll get hands-on experience with Cognos Planning
modules, including financial forecasting, performance tracking, and data modeling. Whether you are
a financial planner, business analyst, or IT professional, this course will provide the tools and
methodologies required to succeed in today’s fast-paced business environment.

Salary Scale in India: Professionals skilled in Cognos BI Planning are in high demand, particularly in
industries like finance, consulting, and IT services. The salary range for Cognos BI Planning
professionals in India depends on experience and expertise:
 Entry-Level Cognos BI Planning Analyst: ₹6 Lakhs to ₹9 Lakhs per annum
 Mid-Level Cognos BI Planning Consultant: ₹9 Lakhs to ₹14 Lakhs per annum
 Senior Cognos BI Planning Manager/Consultant: ₹14 Lakhs to ₹25 Lakhs+ per annum

As organizations continue to prioritize accurate and timely planning, budgeting, and forecasting,
Cognos BI Planning experts are becoming essential for driving business performance and achieving
financial objectives.

Placement Assistance & Certification: Upon completing Cognos BI Planning Training at ENCODE-IT,
you will receive an ENCODE-IT Certification, which will significantly enhance your career prospects.
Our Placement Assistance team will guide you through job search strategies, provide interview
preparation, and offer resume-building services to help you secure top roles in business intelligence,
finance, and analytics.

Course Curriculum:

1. Introduction to Cognos BI Planning
o Overview of IBM Cognos BI Planning and Its Capabilities
o The Role of Business Intelligence and Planning in Business Success
o Key Features of Cognos BI Planning Suite: Planning, Forecasting, and Budgeting
o Overview of Cognos Planning Architecture and Components
o Differences Between Cognos BI and Cognos Planning

2. Cognos Planning Modules and Tools
o Understanding Cognos Planning Components: Contributor, Controller, and Analyst
o Overview of IBM Cognos Planning Modeler
o Integrating Cognos BI with Cognos Planning for Streamlined Operations

o Setting Up and Configuring Cognos Planning Modules
o Key Concepts: Financial Planning, Operational Planning, and Resource Management

3. Data Modeling and Structure in Cognos BI Planning
o Introduction to Cognos Planning Data Models
o Designing the Data Structure: Dimensions, Hierarchies, and Members
o Building and Managing Financial Models and Operational Models
o Best Practices for Creating Scalable and Flexible Data Models
o Integrating External Data with Cognos Planning Models

4. Planning and Budgeting with Cognos BI
o Overview of the Planning and Budgeting Process
o Setting Up Budgeting Workflows and Templates
o Creating and Managing Business and Financial Plans
o Tracking Budget Variances and Adjustments
o Implementing Zero-Based Budgeting (ZBB) and Top-Down Budgeting

5. Forecasting and Trend Analysis in Cognos BI
o Introduction to Forecasting and Predictive Analytics
o Setting Up Forecasting Models in Cognos Planning
o Understanding Historical Data Trends and Identifying Patterns
o Applying Forecasting Algorithms for Financial and Operational Planning
o Generating and Analyzing Reports for Forecasted Outcomes

6. Data Entry and Collaboration in Cognos BI Planning
o Creating and Managing Data Entry Templates for Business Plans and Budgets
o Enabling Collaborative Planning with Multiple Stakeholders
o Real-Time Data Collaboration in Cognos Planning Contributor
o Implementing Data Approval Workflows and Managing Access Controls
o Using Forms and Dashboards for Interactive Planning and Decision-Making

7. Performance Management and Reporting
o Introduction to Performance Management in Cognos BI Planning
o Setting Key Performance Indicators (KPIs) and Metrics
o Monitoring and Analyzing Business Performance through Dashboards
o Customizing Reports and Dashboards for Operational and Financial Insights

o Using Cognos BI Reporting Tools (Report Studio, Analysis Studio) for Planning Data

8. Integration of Cognos BI Planning with Other Systems
o Integrating Cognos Planning with Financial Systems (ERP, SAP, etc.)
o Data Import and Export Techniques: Using Excel, CSV, and Other Formats
o Connecting to OLAP and Relational Databases for Data Extraction
o Configuring Web Services and APIs for External Integrations
o Ensuring Data Consistency and Accuracy in Integrated Environments

9. Workflow Automation in Cognos Planning
o Automating the Planning and Budgeting Process in Cognos Planning
o Setting Up Workflow Automation for Data Validation, Approvals, and Notifications
o Integrating Workflow Processes into Business Planning Systems
o Managing Workflow Approvals and Streamlining the Planning Cycle
o Best Practices for Reducing Errors and Increasing Efficiency through Automation

10. Security and Access Control in Cognos BI Planning
o Configuring User Roles and Permissions for Cognos Planning
o Securing Data and Workflows in a Multi-User Environment
o Implementing Data-level Security for Confidential Financial Information
o Managing User Access to Sensitive Planning and Budgeting Data
o Best Practices for Ensuring Security and Compliance in Cognos BI Planning

11. Advanced Reporting and Analytics in Cognos BI
o Advanced Reporting Techniques in Cognos BI Planning for Decision Support
o Creating Complex Reports, Dashboards, and Scorecards for Executives
o Using Cognos BI Analytics to Identify Business Trends and Key Insights
o Interactive Data Visualization for Strategic Business Planning
o Real-Time Data Analytics and Performance Tracking

12. Real-World Cognos BI Planning Projects
o Designing an End-to-End Financial Planning and Budgeting Solution
o Implementing Business Forecasting and Trend Analysis Models
o Building Collaborative Planning Workflows for Multiple Teams
o Integrating Planning Data with Financial and ERP Systems
o Developing Key Performance Dashboards and Reports for Executive Review

13. Final Project and Certification Exam
o Final Project: Creating a Comprehensive Planning, Budgeting, and Forecasting
Solution
o Project Evaluation: Demonstrating Your Skills in Cognos BI Planning
o Final Exam: Comprehensive Test on Cognos BI Planning Tools and Concepts
o Certification of Completion from ENCODE-IT and Job Placement Assistance

Key Features of the Course:
 Tools & Platforms: IBM Cognos BI Planning, Cognos Contributor, Cognos Controller, Excel,
SQL Databases
 Real-World Projects: Hands-on projects for planning, budgeting, and forecasting, integrated
with actual business data
 Certification & Placement Support: ENCODE-IT certification and job placement assistance to
guide your career in BI and planning
 Expert Instructors: Learn from seasoned professionals with extensive experience in Cognos
BI Planning and enterprise solutions
 Career Advancement: Gain the skills needed to become a key player in strategic business
planning and financial forecasting

By completing Cognos BI Planning Training at ENCODE-IT, you will gain the expertise needed to
optimize planning and forecasting processes using IBM Cognos. This course prepares you to
contribute effectively to an organization’s financial planning, budgeting, and performance analysis,
making you a valuable asset in any business intelligence or financial planning role.