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.

Choose Format


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

  • Payments by purchase order and invoice incur a $50 service fee.
  • Paying party will receive a payment confirmation email upon receipt of payment.
  • Each registered student will receive an email with the course details.
  • Self-paced training subscriptions start when payment is received.

  • Students will receive electronic copies of the course materials and may print one hard copy for their personal use. The course materials are copyrighted and any other reproduction or distribution of these materials is strictly prohibited.

Instructor-led online

Attendees will need to connect to this class via remote desktop. Instructions will be provided.

We recommend using two monitors in order to simultaneously view the training presentation and hands-on class work.

You’ll receive a Zoom link to join the class. We recommend using a headset instead of the computer’s microphone and speakers. You may also listen to the audio by phone.


This class requires access to a Cognos environment and practice datasets. Read more

Instructor-led online

  • 100% refund for cancellations made more than 10 days before the first class
  • 50% refund for cancellations made 5-9 days before the first class
  • No refund for cancellations made less than 5 days before the first class


  • Full refund if cancelling within 24 hours of registration
  • $15 fee for cancellations after 24 hours of registration
  • No refund for cancellations after 15 days of registration
  • Shared subscriptions will be immediately deactivated and no refund issued

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