Cognos Framework Manager Metadata Modeling Best Practices

Beginning/Intermediate 3 days


In this course you will learn to

  • Get started with business intelligence fundamentals and data warehousing
  • Create a project and prepare metadata
  • Model for predictable results
  • Enhance the metadata model
  • Use the dynamic query mode
  • Use a three-tiered design to organize metadata logically
  • Create business-friendly views of data
  • Use shortcuts and aliases to support role-playing dimensions, presentation objects and recursive hierarchies
  • Secure metadata to allow appropriate access by users (row-level, object-level and package-level)
  • Create and deploy custom packages for different audiences
  • Get started with dynamic query mode in packages
  • Define project governors
  • Dimensionally model relational content


11.x (v10 available for private training)

Included in this course

  • Hands-on exercises
  • Course manual

Suggested attendees

Technical users. Report development and database experience is beneficial, but not required.

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Course Outline

  • Fundamentals of business intelligence and data warehousing
    • Review modeling concepts
    • Discuss the importance of a model
    • Review the flow of data into a BI environment
    • Examine the best types of source data for a model
    • Compare OLTP vs. data warehouse sources
  • Overview and best practices
    • Examine the Cognos components and introduce metadata concepts
    • Examine how report authors leverage the metadata model
    • Discover the best practices for modeling with Framework Manager
    • Identify common traps and other modeling challenges
    • Define cardinality and examine how it is used by Cognos
    • Understand and control the use of determinants
  • Establish a metadata foundation
    • Set properties to control query item behavior
    • Establish a multi-tiered model design using namespaces
    • Understand how cardinality and context impact query results
    • Compare model query subjects and data source query subjects
  • Model for predictable results
    • Examine SQL types and the Cognos query engine
    • Identify model design issues
    • Examine SQL generation
    • Merge query subjects and create a dimensional design
    • Populate the business view
  • Enhance the metadata model
    • Enhance metadata with calculations, filters and parameterized SQL
    • Review each query subject’s determinants and modify as required
    • Create custom packages
    • Apply package and object-level security
  • Create dimensional model
    • Create a dimensionally modeled relational model
    • Create regular dimensions
    • Define hierarchies
    • Create a measures dimension
  • Dynamic query mode
    • Discuss dynamic query mode
    • Review how to enable dynamic query mode
  • Model maintenance
    • Analyze publish impact on existing reports
    • Review project governors
    • Create a model report
    • Examine branching
    • Look over Framework Manager XML files