Why migrate from ibm cognos planning to tm1 ?

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Migrating from Cognos Enterprise Planning (CEP) to Cognos TM1 10.2

White Paper – Jan 2015 2 | P a g e
www.intellium.com.tr
Table of Contents
1. Brief History of Applications and Overview ....................................................................................................3
2. IBM Cognos Enterprise Planning versus IBM Cognos TM1........................................................................4
2.1. Cognos Enterprise Planning (EP) Limitations................................................................................................4
2.2. IBM Cognos Enterprise Planning versus IBM Cognos TM1 Architecture......................................................4
2.3. IBM Cognos Enterprise Planning versus IBM Cognos TM1...........................................................................5
3. Why Migrate to IBM Cognos TM1? .................................................................................................................7
4. IBM Cognos TM1................................................................................................................................................8
4.1. Mechanisms of IBM Cognos TM1 .................................................................................................................9
4.2. IBM Cognos TM1 Tools .................................................................................................................................9
4.2.1. IBM Cognos TM1 Performance Modeler ..................................................................................................9
4.2.2. IBM Cognos TM1 Application Web .........................................................................................................11
4.2.3. IBM Cognos TM1 Web ............................................................................................................................12
4.2.4. IBM Cognos Insight .................................................................................................................................13
4.2.5. IBM Cognos TM1 Mobile Contributor.....................................................................................................13
4.2.6. IBM Cognos TM1 Scorecard....................................................................................................................14
5. Conclusion.........................................................................................................................................................15
6. How Can Intellium Help You Migration?.......................................................................................................15
About Intellium Infomation Technology Ltd..........................................................................................................16

1. Brief History of Applications and Overview
At first glance, IBM Cognos Enterprise Planning (Cognos EP), looks a lot like IBM Cognos TM1 (Cognos
TM1). They are both used for planning, analysis and reporting. But take a deeper dive into the technology,
and you‘ll see many differences.
First, a little about Cognos EP. Cognos EP is comprised of several largely web-based applications for
planning, analysis and reporting. The core technology was originally developed by Adaytum (which was
founded in 1998) and brought to market as Adaytum e-Planning. Then, in January 2003, Adaytum was
acquired by Cognos and the product was renamed Cognos Planning. It was integrated with Cognos‘ BI
offering in Cognos 8.3. In 2007, IBM acquired Cognos.
Cognos TM1 has a similar story of acquisition and integration. Cognos TM1 came out of a project at Exxon
Mobil in the mid 1980s. The original developer of Cognos TM1 founded Sinper Corporation, and brought
Cognos TM1 to market. In 1996 Sinper was purchased by Applix and in 2007, Applix was purchased by
Cognos. The IBM acquisition of Cognos took place shortly thereafter.
The original intent of both solutions was to free financial analysts and planners from ‗Excel hell‘ and move
them off of spreadsheet-based planning. Both Cognos EP and Cognos TM1 are OLAP-based and provide
multi-dimensional analysis and business rule-based scenario planning. Both have long track records of
success with thousands of clients worldwide.
But while there are high-level similarities, there are significant technical differences. Most notable, Cognos
EP and Cognos TM1 take different approaches to the application engine, calculation, speed and flexibility.
The most importance difference, however, is each technology‘s ability to handle large volumes of data.
Hands down, Cognos TM1 can handle much more data than EP can.
Cognos EP was the leading choice for budgeting and forecasting for financial analysts who would like to
streamline their financial planning process. However, the core of the Cognos EP application was built more
than a decade ago, and lacks the scalability and flexibility necessary to effectively manage increasing
volumes of financial data that are now common in most organizations. Scalability, speed and maintenance
challenges are often addressed by limiting the design to a lesser granular level.
The release of Cognos TM1 has provided a wide range of services for developing timely, reliable and
dynamic forecasting and budgeting solutions. Users can now manipulate large data sets that support real-
time reporting and give management an improved perspective on their business operations, financial
metrics and operational metrics.
The Purpose of this whitepaper is to provide an overview of why and how to migrate from IBM Cognos EP
to IBM Cognos TM1.

2. IBM Cognos Enterprise Planning versus IBM Cognos TM1
2.1. Cognos Enterprise Planning (EP) Limitations
IBM Cognos EP also has a multiple cube architecture which generally supports complex planning needs –
but also has a few important limitations:
 Calculations are limited to a single dimension.
 Managing dimensions within Cognos EP can be challenging. In some instances, it becomes
necessary to manage dimensions with common elements separately, so when changes are made,
they need to occur in multiple places.
 Cognos EP has Size Limitations that can require maintaining separate applications.
 Cognos EP processes include admin links to move data from application to application along with
GTP (Go To Production) processes which can be time consuming and take up server resources.
 Requires Publish process for the data to publish to tables that then can be used for BI Modeling for
Reporting.
 No direct interface with IBM Cognos BI for Reporting and/or Scorecarding.
2.2. IBM Cognos Enterprise Planning versus IBM Cognos TM1 Architecture
Figure 1. IBM Cognos Enterprise Planning Architecture

Figure 2. IBM Cognos TM1 Architecture
The above diagrams show the difference between IBM Cognos EP and IBM Cognos TM1. It is easy to see
that Cognos TM1 is a significantly simpler architecture with streamlined processes, and provides improved
flexibility and tremendous increase in power utilizing TM1‘s 64-bit in memory-engine.
2.3. IBM Cognos Enterprise Planning versus IBM Cognos TM1
Side-by-Side Comparison Cognos Enterprise Planning IBM Cognos TM1
HANDLE LARGE CUBE
SIZESHANDLE MORE THAN 30
DIMENSIONS PER CUBE
No
Models are usually broken into
smaller cubes. 32 Bit Application
Yes
64 Bit in Memory
UNLIMITED VIEWS of Cubes No Yes
REAL TIME REACTION TO META
DATA CHANGES, DATA
REFRESH, CONTRIBUTIONS
No
Process required: Sync, GTP
and reconcile before any
revisions to models are visible to
users. Process can be lengthy
No
Process is not required.
Immediate results in cubes for any
enhancements or revisions.
LINKS REQUIRED TO
TRANSFER DATA BETWEEN
CUBES AND APPLICATIONS
Yes
Dlinks are necessary to setup to
transfer data between cubes in 1
model
No
Rules allow the calculations to
reference data in another cube, no
links required.

CALCULATIONS AT CUBE
LEVEL
No
Calculations are at a Dlist level
and links that feed the data into
the calculation.
Yes
Rules are defined at cube
level.Calculations are easy to
define and can reference
cubes/dimensions.
MAINTENANCE OF OBJECTS More
Objects to maintain in planning
Less
Objects to maintain, links and
allocation tables are not required.
SANDBOXES/PERSONALDRILL
THROUGH
Admin Required
Admin is required to setup a
whole new version of an
application/model for testing or
personal use.
End Users
can create their own versions on
the fly.
DRILL THROUGH Options available, harder to
setup.
TM1 drills can be defined by power
users and deployed.
ALIASES No Yes
Power users can use aliases as
another name for a data point
NEED FOR HIDDEN ITEMS FOR
CALCULATIONS
Yes No
TM1 rules allow for calculations to
reference cells in other cubes
eliminating a lot of hidden items
we have in planning
WEIGHTED AVERAGES Yes Yes
TM1 allows for TM1 allows for
separate Consolidation and Details
Rules making weighted averages
a breeze.
ROLLUPS CAN HAVE MULTIPLE
HIERARCHIES
No Yes
TM1 allows children to roll to
different parents within the same
dimension to provide multiple
views of the same data

PUBLISHING DATA FOR BI Yes
Process must be setup and
executed in order for data to
publish to tables for BI access.
No
TM1 provides real time reporting.
REQUIRES 3RD PARTY
DATASTORE (SQL, ORACLE,
DB2) ETC.
Yes No
OLAP Bases No Yes
Table 1. IBM Cognos EP versus IBM Cognos TM1
3. Why Migrate to IBM Cognos TM1?
IBM Cognos TM1 is an enterprise planning software platform that can transform your entire planning cycle
– from target setting and budgeting to reporting, scorecarding, analysis and forecasting.
Cognos TM1’s powerful database engine provides:
 Enter data into plans and financial figures to view in financial reports almost immediately.
 Users can slice a specific view of the data to be assessed directly through the familiar application of
Excel
 A unique feature of sparse algorithm skips calculating those cells in a cube where there is no data
or where a result is not required in its rule engine. This greatly improves the performance of the
cubes and application to quickly perform other complex calculations in real-time.
 Users can manage large amounts of data with the help of the 64-bit OLAP engine of Cognos TM1
and can increase the size of their RAM as and when required, to accommodate larger models in the
future. This helps to reduce further hardware costs.
 Create personalized workspaces in the form of sandboxes using Cognos TM1 Contributor, which is
a web-based interface. All data entered in the cubes at different levels of hierarchy are reflected in
the TM1 contributor, once the application is deployed. The changes made in any of the sandboxes
by different users can be approved and reflected in the entire application visible to all users.
 Dashboards, scorecarding, and charts are possible using Cognos Insight, a new feature introduced
in TM1 versions of 10.1 and higher. One can easily explore, analyze, visualize and share data and
the results obtained using such dashboards by creating custom applications.
The primary differentiators of IBM Cognos TM1:
 Efficient calculation engine and method of storing data in RAM, so that the data is immediately
calculated and retrieved. As a result, data is available in real-time, reflecting the current state of the
database.
 Scalability: Cognos TM1 cubes have the ability to hold numerous dimensions and elements, as well

as multiple, unlimited hierarchies of these elements.
 Cognos TM1 includes Perspectives, a robust Excel add-in, which can be utilized for development of
an application, input to the database, and reporting.
 Security is also strong, with the ability to secure each individual cube, dimension, or process,
including cell-level security.
 Cognos TM1 Web has slice & dice, nesting, sandboxing and graphing features.
 Cognos TM1 offers a robust, centrally-managed, planning, forecasting, reporting and analysis tool.
4. IBM Cognos TM1
IBM Cognos TM1 is an enterprise planning software platform that can transform your entire planning cycle
– from target setting and budgeting to reporting, scorecarding, analysis and forecasting. It is available as an
on-premise or in-cloud solution and also has extensive mobile capabilities. Integrated scorecards and
strategy management capabilities help you monitor performance metrics and align resources and initiatives
with corporate objectives and market events. The following descriptions describe these capabilities:
 Powerful planning and analysis – Create and analyze sophisticated plans, budgets, and
forecasts, even those based on large data sets.
 Integrated scorecards and strategy management – Model metrics to measure progress toward
objectives and link them dynamically to actions and forecasts.
 Flexible modeling – Develop and deploy even the most complex planning and analysis models
using a guided modeling environment.
 Engagement with more users – Engage users from across the organization in high-participation
planning and collaborate with remote and distributed users through a range of mobile devices,
including the Apple iPad.
 Cloud-based deployment option – Provide all the functionality of the on-premise solution with
optional cloud-based deployment.
Following are benefits of IBM Cognos TM1:
 Analyze: Cognos TM1 can help create ―what-if‖ planning scenarios for effective decision support.
The high-performance 64-bit in-memory, multi-dimensional OLAP engine of Cognos TM1 allows
users to analyze frequently changing data across millions of items.
 Model: Cognos TM1 enables real-time calculations and changes to the business models whenever
required, minimizing response times. Models built into Cognos TM1 help to access data that is
stored in other applications by using Turbo Integrator, SAP Connector, etc. Users can import data,
manage and sort dissimilar data and also minimize data redundancy while loading the data into the
Cognos TM1 model.
 Collaborate: Cognos TM1 handles huge volumes of data, so a large number of business managers
– both financial and operational, can work on the Cognos TM1 applications and workflows
simultaneously, providing an expandable performance management solution in the real-time
market. Users find it familiar with the help of Cognos TM1‘s built-in components like Excel and Web
interfaces which require minimal IT assistance and training.

4.1. Mechanisms of IBM Cognos TM1
IBM Cognos TM1 is a powerful, flexible modeling tool that uses a high-performance 64-bit in-memory,
multi-dimensional OLAP engine. A feature similar to Cognos EP, Cognos TM1 also uses a multi-cube
architecture and supports complex cross-cube calculations. However, all calculations in the cubes are
performed rapidly by available in-memory architecture. The size of the memory is based on the system‘s
configuration where the Cognos TM1 server is installed.
Cognos TM1’s powerful database engine provides:
 TM1 Contributor (web-based interface much similar to the EP Contributor Application)
 TM1 Perspectives (Excel add-in which helps to connect to TM1 Applications using an Excel
interface)
 Multiple hierarchies, parallel interaction, customized cube views and rapid deployment of model
objects
 Built-in ETL tool in Turbo Integrator and role-based security
 Built-in sandbox feature that facilitates easy ―what-if‖ planning scenarios in TM1 Contributor
 TM1 Performance Modeler (available from Version 10.1 and higher) – provides graphical user
interface to make modelling more efficient and intuitive
 TM1 Cognos Insight (available from Version 10.1 and higher) – creates dashboards that analyze
data, explore scenarios and influence decisions by creating managed workspaces
 Mobile App for Cognos TM1 version 10.2 (available with Version 10.2) - connects to an IBM
Cognos TM1 Server and coexists with other desktop and web programs that connect to the same
server
 TM1 on Cloud (available with Version 10.2)-- enables the development environment at no
additional cost that allows the user to test the application, new models, calculations, and user rights
before deploying to live users
4.2. IBM Cognos TM1 Tools
Cognos TM1 presents you with a wide variety of interface options through which you can model, enter data
and view your analyses.
You can find the valuable interfaces following sections;
4.2.1. IBM Cognos TM1 Performance Modeler
IBM Cognos TM1 Performance Modeler is a new component for building planning and analysis models in
the Cognos TM1 environment. It provides a graphical user interface to make modeling more efficient and
intuitive and all the existing powerful features of Cognos TM1 can be accessed from within Cognos TM1
Performance Modeler.

Figure 3. IBM Cognos TM1 Performance Modeler User Interface
Cognos TM1 Performance Modeler enables model authors to create applications using drag and drop
techniques more familiar to users of Cognos Planning. There is then the ability to deploy these models to
business users in a variety of ways also using simple drag and and drop techniques - something much
harder to achieve in previous versions of Cognos TM1 and removing the need for the synchronise and GTP
processes familiar to users of Cognos Planning.
Inbuilt workflow or continuous planning processes are supported with instant analysis of the data available
to Cognos Insight or Business Intelligence.

Figure 4. Budget Process workflow in IBM Cognos TM1 Performance Modeler User Interface
Figure 5. Inbuilt workflow in IBM Cognos TM1 Performance Modeler User Interface
4.2.2. IBM Cognos TM1 Application Web
Models are published on the web are also listed in the applications folder. An application folder consists out
of Cognos TM1 objects like cubes, cube views, subsets and chores. File references are shortcuts to
Microsoft Excel, Microsoft Word or PDF files. The applications are automatically available in Cognos TM1
Web.

Figure 6. IBM Cognos TM1 Application Web User Interface
4.2.3. IBM Cognos TM1 Web
Standard TM1 Web Interface
Figure 7. IBM Cognos TM1 Web User Interface

4.2.4. IBM Cognos Insight
Cognos Insight is the personal business analytics desktop that transforms planning and analytics for the
individual contributor by accommodating the non-spreadsheet user.
Figure 8. IBM Cognos Insight User Interface
4.2.5. IBM Cognos TM1 Mobile Contributor
The new Cognos TM1 Mobile Contributor supports mobile users with a client designed specifically for the
Apple iPad. for analysis from Mobile.

Example Below;
Figure 9. IBM Cognos TM1 Mobile Contributor User Interface
4.2.6. IBM Cognos TM1 Scorecard
The scorecard feature provides users with a graphical display of the performance and connection of those
key metrics, using existing planning data. You can create a scorecard metric cube in Cognos TM1
applications.

Figure 10. IBM Cognos TM1 Scorecard User Interface
5. Conclusion
Cognos EP provides intuitive interfaces, Excel-like features, and flexibility for enhanced budgeting and
forecasting. Cognos TM1 includes powerful features to better understand, anticipate and shape business
outcomes.
Intellium, a certified IBM partner, can manage your end-to-end migration without disrupting other
applications or operations. Intellium leverages a proven migration technology and our own expertise to help
enable a more secure and cost-effective migration of data. For all TM1 implementations, Intellium utilizes
best practices such as driver-based planning, rolling forecasts and profitability planning to enable rapid
implementation times. Intellium provides everything organizations need for business planning, budgeting,
forecasting, financial consolidation, reporting and performance management— on a single platform
6. How Can Intellium Help You Migration?
Are you considering migration from IBM Cognos EP to IBM Cognos TM1?
You no longer have to look at your business through the rear view mirror. Intellium has certified and senior
consultants that have 7 - 15 years consulting experience. They are also successful finance and business
professionals. This combination of experience and skills will ensure that we help you with the right transition
plan so that your organisation can start clearly seeing what's ahead.
If you would like to know what the migration from Cognos EP to Cognos TM1 would mean for your
business, request a meeting with one of our subject matter experts to show you and your team the
differences between the two solutions. We will show you how transitioning to TM1 will improve efficiency
and performance within your organisation's overall planning and reporting process.

The key activities during the transition are:
 Evaluate existing Cognos EP models (dimensions, cubes, calculations, d-links, contributor models,
access tables, admin-links, publish process, user security, maintenance processes, scheduled
chores, etc.).
 Clearly define areas where Cognos TM1 technology can improve upon the existing Cognos EP
architecture. This could include anything from combining dimensions/cubes that were originally split
due to Cognos EP size limitations, re-writing calculations to utilise attributes/aliases, defining
Cognos TM1 subsets and hierarchies, using TI to replace Cognos EP macros and other ETL
processes, creating dynamic pick lists, creating new reports/active forms, provide drill-through,
create conditional security, etc.
 Design/build models in Cognos TM1 that address all pain-points in Cognos EP and provides
additional Cognos TM1 functionality. Run the models concurrently to ensure accuracy.
 Provide a roadmap to help you understand how you can leverage the new Cognos TM1
technologies to further improve their existing processes.
References: IBM Documentation site: http://publib.boulder.ibm.com
About Intellium Infomation Technology Ltd..
Intellium Infomation Technology Ltd. (Intellium) is a professional services company which was established by more than ten years experienced
founders in 2009 and focused on Corporate Performance Management, Business Intelligence & Data Management and Business Analytics.
Intellium provides consultancy services, turn-key project implementations, training and maintenance&support services to customers with a principle
of customer satisfaction to Turkey‘s and Middle East‘s leading companies. Intellium provides high-level and strategic consulting to organizations
with a team of highly skilled professionals focused on helping customers to maximize their investments. Intellium is a Turkey located company that
provides professional IT Services and Consultancy services in Turkey, EUROPE and EMEA Region. Intellium is IBM Business Partner with IBM
Cognos product solution. Intellium has partners in Kingdom of Saudi Arabia and Egypt to provide its solutions and services to the region.
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