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IBM Cognos TM1


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This Presentation gives the overview of IBM Cognos TM1 Software.

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IBM Cognos TM1

  1. 1. By – Vipul Munot Sources : IBM Website, IBM Resources and
  2. 2. IBM Cognos TM1  Its is an enterprise planning software platform that can transform your entire planning cycle, 1. from target setting and 2. budgeting to reporting, 3. scorecarding, 4. analysis and forecasting. 2TM1 Training by Vipul Munot
  3. 3. IBM Cognos TM1  IBM Cognos TM1 employs 1. a distributed, client-server architecture 2. that consists of the IBM Cognos TM1 server 3. to which a combination of different clients can connect. 3TM1 Training by Vipul Munot
  4. 4. Cognos TM1 client-server architecture 4TM1 Training by Vipul Munot
  5. 5. Cognos TM1 provides the following clients and user interfaces:  Cognos TM1 Perspectives  Cognos TM1 Architect  Cognos TM1 Client (limited version of Cognos TM1 Perspectives )  Cognos TM1 Cognos Web client  Cognos TM1 Application portal and workflow (using the Cognos TM1 Application Server)  Cognos TM1 Performance Modeler  Cognos Insight 5TM1 Training by Vipul Munot
  6. 6. IBM Cognos TM1 Perspectives  TM1 Perspectives is a standard TM1 standalone application and needs Microsoft Excel to run.  It uses Cube Viewer features while taking advantage of MS Excel functionality via an add-in for Excel.  In fact, TM1 Perspectives does the same as TM1 Architect besides the fact that it needs MS Excel and enables you to use the powerful Excel features to perform complex analysis on data stored in a TM1 server. 6TM1 Training by Vipul Munot
  7. 7. IBM Cognos TM1 Architect  It lets you create, analyze and manage business data using the Cube Viewer.  Administrative capabilities are only available through TM1 Architect Server Explorer. 7TM1 Training by Vipul Munot
  8. 8. Cognos TM1 Performance Modeler  It 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.  All the existing powerful modeling features of TM1 can be accessed from Cognos TM1 Performance Modeler.  It was previously called IBM TM1 Contributor Administration 8TM1 Training by Vipul Munot
  9. 9. IBM Cognos Insight  Personal: Users work with their data of choice, on their desktop, without IT.  Interactive: Discover trends and explore scenarios via speed-of-thought interactions.  Collaborative: Share findings & results within a workgroup or throughout the enterprise.  It can be used as standalone as well as integrated piece. 9TM1 Training by Vipul Munot
  10. 10. IBM TM1 Admin Server  The TM1 Admin Server is a process that keeps track of all TM1 servers running on a network.  An Admin Server runs on a computer known as an Admin Host. 10TM1 Training by Vipul Munot
  11. 11. Single Computer Installation  Cognos TM1 Admin Server  Cognos TM1 Server  Cognos TM1 Perspectives  Cognos TM1 Architect  Cognos TM1 Web  Cognos TM1 Application Server  Cognos TM1 Application Web  Cognos Insight  Cognos TM1 Performance Modeler 11TM1 Training by Vipul Munot
  12. 12. IBM Cognos Web Architecture 12TM1 Training by Vipul Munot
  13. 13. IBM Cognos TM1 Applications Architecture 13TM1 Training by Vipul Munot
  14. 14. URLs  Cognos TM1 Web URL: http://localhost:9510/tm1web  Cognos TM1 Applications portal URL: http://localhost:9510/pmpsvc 14TM1 Training by Vipul Munot
  15. 15. Setting up TM1  There are 3 ways to run TM1 Server: 1. As a service 2. As a Desktop Application 3. As a local server 15TM1 Training by Vipul Munot
  16. 16. Relationship Between TM1 Server, TM1 Client, TM1 Admin Server 16TM1 Training by Vipul Munot
  17. 17. 17TM1 Training by Vipul Munot
  18. 18. Questions? 18TM1 Training by Vipul Munot
  19. 19. Demos  How to create Dimensions?  How to create Cubes? 19TM1 Training by Vipul Munot
  20. 20. Levels - Consolidating Detail Using Dimension Hierarchies 20TM1 Training by Vipul Munot
  21. 21. Weights  Weight factors determine the contribution of an element to a consolidation. Dimension Consolidated Element Consolidation Method Subordinate Elements Weight Factors Account Net Profit Subtraction Market Value Acquisition Value 1.0 -1.0 Month 1Quarter Addition January February March 1.0 1.0 1.0 Period Yearly Budget 4-4-5 Distribution January February March .07692 .07692 .09615 Region Connecticut Addition Hartford New Haven 1.0 1.0 21TM1 Training by Vipul Munot
  22. 22. Dimensions  It is collection of like items which might from rows and columns on a report.  Dimensions in TM1 are basic building blocks of cube. 22TM1 Training by Vipul Munot
  23. 23. How to create dimensions?  1. Manually  2. Using Turbo Integrator Process  3. Using dimension work sheets 23TM1 Training by Vipul Munot
  24. 24. Manually - How to create dimensions?  We’ll create 2 dimensions.  1. Products  2. Months 24TM1 Training by Vipul Munot
  25. 25. Manually - How to create dimensions?  Products dimension will contain following elements:  Total Products  Soft Drinks  Pepsi  Coca cola  Seven Up  Chocolate  Almond Joy  Amul Chocolate  Bournville  Bread  Wonder Bread  Britannia 25TM1 Training by Vipul Munot
  26. 26. Manually - How to create dimensions?  Months dimension will have following hierarchy:  FY  Q1  Jan  Feb  Mar  Q2  Apr  May  Jun  Q3  Jul  Aug  Sep  Q4  Oct  Nov  Dec 26TM1 Training by Vipul Munot
  27. 27. Manually - How to create dimensions?  Right click on the node and click ‘Create New Dimension’. Dimension editor will be opened for you. Go to Edit in the menu and click on Insert Element. 27TM1 Training by Vipul Munot
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  29. 29. Manually - How to create dimensions?  Doing this will open Dimension element editor. You can now write your element’s name and click on Add. This will add your element to the list of newly added (but not saved yet) elements. Write ‘Total Products’ (without quotes) in the Insert element Name box and click on Add. Notice that element type is simple. This means that this element will be of numeric type. 29TM1 Training by Vipul Munot
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  31. 31. Manually - How to create dimensions?  Click Add and then click OK. You’ll see the Total Products element in your dimension.  Now right click on Total Products and click Insert child.  Again dimension element editor will be opened and you can insert immediate children of Total Products (Soft Drinks, Chocolates and Breads) from our hierarchy. Click Ok and you’ll see them as children of Total Products. Now time to insert remaining elements.  You can even copy and paste elements from an excel file. So to test this, write all the remaining elements in an excel file. Copy them, select Total Products and paste them directly in the dimension editor. Editor will ask you where to paste the elements.  Paste Above, Paste below and Paste as Child. You should select paste below. All elements will be added to the dimension. 31TM1 Training by Vipul Munot
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  33. 33. Manually - How to create dimensions?  Now time to move them to their designated places. Select all three beverages (Pepsi, Cocacola, Seven Up) and drag them to the Soft Drinks element. When you do that you’ll see mouse cursor change from pointer to another pointer  Drop them and they will be inserted as children to that element.  Now select Chocolates (Almond Joy, Amul Chocolate, Bournville), right click on them and click Cut. Then right click on Chocolates and click ‘Paste as child’. 33TM1 Training by Vipul Munot
  34. 34. Manually - How to create dimensions?  They will be added to the chocolates element and element’s sign (which is in front of element) will change from n to ∑ (sigma). That means the element is now of type consolidation.  Insert the remaining elements like this and you’ll have your hierarchy ready. Now you’ll notice that soft drinks are not in alphabetic order. So I need to move Cocacola above Pepsi. Just right click on cocacola and click Cut. Then right click on Pepsi and click Paste Above. The element will be inserted above Pepsi. 34TM1 Training by Vipul Munot
  35. 35. Manually - How to create dimensions?  This is a way of moving elements in the dimension. There are many other ways of arranging dimension but we’ll discuss them in advanced tutorials.  Now click save and give name to your dimension: Products.  Now create the months dimension the same way. Just write all elements in an excel file and copy paste from there. Then arrange them in Q1, Q2, Q3, Q4 and FY. 35TM1 Training by Vipul Munot
  36. 36. End Result should be like this 36TM1 Training by Vipul Munot
  37. 37. End Result should be like this 37TM1 Training by Vipul Munot
  38. 38. Cubes  Cubes in TM1 hold data. They are used for storing the data. You can create a cube with 2 or more dimensions. The cells in the cube keep the data for intersection of elements of the dimensions. 38TM1 Training by Vipul Munot
  39. 39. Creating Cubes  Right click on Cubes node and click on Create New Cube. 39TM1 Training by Vipul Munot
  40. 40. Creating Cubes  The create cube box shows up. Now you can one by one select all three dimensions as shown in the following screenshot. Remember to keep them in the order specified.  Now click on Properties and assign Measure as measure dimension and Months as time dimension. It’s of not much user TM1 but is done for BI. Click on OK. 40TM1 Training by Vipul Munot
  41. 41. Creating Cubes 41TM1 Training by Vipul Munot
  42. 42. Creating Cubes 42TM1 Training by Vipul Munot
  43. 43. Creating Cubes  Now give the cube a name (Products) and click Create Cube. Your newly created cube will show up under Cubes node in Architect.  Open it.  Press F9. You press F9 to load (or reload) the data in a cube. Pressing F9 will show you the data (or updated data) of that cube. 43TM1 Training by Vipul Munot
  44. 44. Cube will show up like this: 44TM1 Training by Vipul Munot
  45. 45. Creating Cubes Views  Let’s arrange it to show the data in a better way.  Drag the Products dimension over Months dimension (notice the green mark) and leave it. Doing this will swap the months dimension with Products dimension.  Similarly swap the months dimension with measure dimension so that the measures exist in page (on top), months in columns and products in rows.  Double click on Products dimension, expand all nodes and click on OK.  Similarly double click on months dimension, expand and select only the months. Click on OK. Again double click on months and click Show all button this time. 45TM1 Training by Vipul Munot
  46. 46. Creating Cubes Views 46TM1 Training by Vipul Munot
  47. 47. Press F9 and a new view will be opened in front of you. 47TM1 Training by Vipul Munot
  48. 48. Creating Cubes Views  This is much better. Now let’s save it as our default view so that from the next time when you open a cube, this view opens.  Go to file click on Save. A save dialog opens. Check mark Default check box and uncheck Private check box. Click on Ok to save the view.  From the next time the same view will open. 48TM1 Training by Vipul Munot
  49. 49. Rules in TM1  Rules in TM1 are written to do calculations within a cube and to load data into cubes.  That is whole purpose of writing rules.  You should write rules in the cube into which you want to load data (target cube) or want to perform calculation. 49TM1 Training by Vipul Munot
  50. 50. Turn Advance Rule Editor ON  When you open the rules editor it may open as simple rule editor which doesn’t have user friendly interface. For more user friendly rule editor, you should turn the advanced rule editor on.  Go to the documents and settings folder on your windows machine and search for tm1p.ini. You may find more than one but you have to update the one which is related to your login folder.  Open the file in notepad and check whether AdvancedRulesEditor = T exists. If it’s set to F then change it to T.  Save and close the file. Close the Architect. Relaunch the architect. You’re all set now. 50TM1 Training by Vipul Munot
  51. 51. Syntax of Rules in TM1  [Selection] = FILTER: RULE CALCULATION;  Selection => It’s the area into which the rule should be affected. If you just want to populate the Sales values in Jan month for all products, you’ll write [ 'Jan' ] in this part. If you want to populate the sales values Jan month for Pepsi product, you’ll write ['Jan', 'Pepsi'] in this part.  Filter => It specifies the type of cell in which the value will be populated. It can specify 3 types. N, S, and C. N for numeric, S for string and C for consolidated such as Q1, FY, Total Products etc. 51TM1 Training by Vipul Munot
  52. 52. Syntax of Rules in TM1  Rule Calculation => It’s simply the calculation that you want to apply.  Also, you should write dimension item names in brackets inside single quotes like this:['dimension item'] Let’s put the concept to some use.  Eg. ['Sales'] = N: ['Quantity'] * ['Sales Price']; 52TM1 Training by Vipul Munot
  53. 53. Formatting in TM1  Sometimes you may need to format your data according to your client requirements. For example:  Show your numeric value up to 3 decimal points Show the date values in MM-DD-YYYY format Show the % values followed by a % Show negative values in () Etc. 53TM1 Training by Vipul Munot
  54. 54. Formatting in TM1  You can apply formats at 2 levels in TM1 1. Cube level 2. Dimension level Demo 54TM1 Training by Vipul Munot
  55. 55. Formatting in TM1  Dimension format takes precedence over cube format  You can specify formats in all dimensions but while applying the format, only the last dimension’s (last dimension in the cube order) formatting is applied to the cells. If you have not specified the formatting in the last dimension, the second to last dimension’s formatting is taken, and so on until a formatting is found. If no formatting is found in any of the dimensions, cube level formatting is applied.  However, if you’ve applied a formatting in a certain dimension and that dimension exists in columns, its formatting will take precedence over any other formatting.  The formatting is applied only for numeric values. You can not format string values. 55TM1 Training by Vipul Munot
  56. 56. Turbo Integrator  TM1 Turbo Integrator is an ETL (extraction – transformation – loading) tool.  In simpler terms, it can extract data from various data sources and load into TM1 cubes.  But data loading is one of the so many things that TI is capable of. 56TM1 Training by Vipul Munot
  57. 57. Capabilities make TI  Create dimensions and cubes  Run other TI processes  Do data spreading  Apply security  Do almost anything that you do manually, using TI. 57TM1 Training by Vipul Munot
  58. 58. Creating Chores  Launch your TM1 Architect, expand the nodes and right click Chores and click Create New Chore. 58TM1 Training by Vipul Munot
  59. 59. Creating Chores  Chore setup wizard will open. It will ask you the process that you want to run. You can select one or more processes. For the processes that have parameters, there is a button to specify the parameters.  The process that I’ve selected doesn’t contain any parameters so the button is disabled. 59TM1 Training by Vipul Munot
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  61. 61. Scheduling Chores  After selecting your process, click next. Second step is to set the time for the chore to run. Also select the checkbox to activate the chore.  Click finish. Wizard will ask you to save the chore. Give the chore the same name that your process has. If you have selected multiple processes, give chore a meaningful group name. 61TM1 Training by Vipul Munot
  62. 62. Running Chores  After saving the chore, you’ll see your chore appear in the tree view of Architect. This chore will run after every 12 hours as scheduled but on right clicking the chore, you also have the option to run it on demand. 62TM1 Training by Vipul Munot
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  64. 64. TM1 Applications  TM1 applications are folders which contains the shortcuts of various other TM1 objects. They are created just to keep (shortcuts of) a related group of objects at one place.  For example if you may have one application for all Sales related objects (sales related cubes, processes, dimensions and reports) 64TM1 Training by Vipul Munot
  65. 65. Types  There are 3 types of application shortcuts that you can use:  1. TM1 Objects – You can give reference to TM1 objects. For example, cubes, dimensions, views, processes etc.  2. Files – You can create shortcuts for any type of file for example, MS excel, MS word or text files.  3. URLs – You can create links to other websites such as a shortcut/link to 65TM1 Training by Vipul Munot
  66. 66. TM1 Applications  NOTE – It’s important to understand that you create just the shortcuts in TM1 applications not the actual objects. So if you delete a shortcut from application, the corresponding cube will NOT be deleted. 66TM1 Training by Vipul Munot
  67. 67. Creating Applications  Launch your Architect. Login to your TM1Beginner application server. Expand nodes, right click Applications and click Create New Application.  A folder with name ‘New Folder’ will be created with lock key sign on the icon. It means that this is a private folder and only you can see it. Let’s rename it to Sales.  First go to View in Architect menu options and ensure that Properties window is selected (check marked). 67TM1 Training by Vipul Munot
  68. 68. Creating Applications  Select Sales application. Its properties window will be shown at the right side.  Now expand the cubes node, drag Products2 cube and drop it in the properties window of Sales application.  Doing this will create a shortcut of Products2 cube under Sales folder. Open your Products2 cube and rearrange the dimensions in following order and save the view with name “Data Input”. 68TM1 Training by Vipul Munot
  69. 69. Creating Applications  Again select the Sales application and drag and drop this view (data input) into properties window of application. Doing so will create a shortcut of Data Input view in Sales application. Rename the shortcut as “Sales Data Input”  Expand processes and add the process LoadDataToProducts2 to Sales application. TM1 Training by Vipul Munot 69
  70. 70. Creating File Shortcut  Right click on Sales application and click Add File…  An add file dialog will open. Go to your TM1Beginner’s InputFile folder and select data.csv file. In the left bottom of this dialog, there is an option to copy the file to TM1 server. Select that. Click Open. File will be added to the application. TM1 Training by Vipul Munot 70
  71. 71. Creating URLs  Right click on Sales application and click Add URL…  Following dialog will open. Mention the website URL and name in the box and click OK. TM1 Training by Vipul Munot 71
  72. 72. Creating Applications  After creating all above shortcuts, your application will look like this: TM1 Training by Vipul Munot 72
  73. 73. Make TM1 Application Public  Now right click on application and go to Security > Make Public. Now the application is public and available for all to see. TM1 Training by Vipul Munot 73
  74. 74. Setting up security in TM1  You can control access to TM1 objects by assigning specific levels of object security to a TM1 group. Each object type in TM1 can be assigned specific level of security. For example, cubes, dimension, processes, applications, chores etc. TM1 Training by Vipul Munot 74
  75. 75. Setting up security in TM1  Basic security in TM1 can be defined in 3 steps: 1. Creating and managing clients 2. Assigning clients to groups 3. Defining security for groups  NOTE: Remember, you can not apply security directly at user level. Users are added into groups and security is then defined on groups. TM1 Training by Vipul Munot 75
  76. 76. Thanking you 76TM1 Training by Vipul Munot