IBM Cognos TM1 Cookbook

Build real world planning, budgeting, and forecasting solutions with a collection of over 60 simple but incredibly effective recipes with this book and ebook

IBM Cognos TM1 Cookbook

Cookbook
Ankit Garg

Build real world planning, budgeting, and forecasting solutions with a collection of over 60 simple but incredibly effective recipes with this book and ebook
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Book Details

ISBN 139781849682107
Paperback490 pages

About This Book

  • A comprehensive developer’s guide for planning, building, and managing practical applications with IBM TM1
  • No prior knowledge of TM1 expected
  • Complete coverage of all the important aspects of IBM TM1 in carefully planned step-by-step practical demos
  • Part of Packt's Cookbook series: Practical recipes that illustrate the use of various TM1 features

Who This Book Is For

The book is intended for prospective TM1 developers or analysts who want to successfully build and manage a complete planning, budgeting and forecasting solution with IBM Cognos TM1. No previous knowledge of TM1 is expected.

Existing TM1 users and developers will also benefit from the practical recipes covered in the book.

Table of Contents

Chapter 1: Getting Started with TM1
Online Analytic Processing (OLAP)
OLAP data structures terminology
OLAP (Online Analytical Processing) versus OLTP (Online Transactional)
Introduction to TM1
Examine TM1 user roles
TM1 architecture
Installing TM1 server and clients on a machine
Creating a new TM1 Data Server
Connecting to an existing TM1 Server
Setting up TM1 Data Server to run as a Windows service
Summary
Chapter 2: Creating dimensions in TM1
Introduction
Creating dimensions manually
Creating a Months dimension
Adding additional levels in Months dimension
Adding Next and Previous attributes to the Months dimension
Creating dimensions using the Turbo Integrator
Execution of scripts for a TM1 process
Chapter 3: Building Cubes and Views
Introduction
Creating a static pick list
Creating the Sales_Plan cube
Creating a subset pick list
Chapter 4: Loading and Maintaining Data
Introduction
Loading data using Turbo Integrator processes
Using formulae in variables
Clearing data from a cube using a process
Accumulating data
Saving data
Chapter 5: Adding Business Rules
Introduction
Creating simple rules
Using a rule to override aggregation
Creating a rule to share data between cubes
Creating a pick list using a rule
Reviewing a Rules worksheet
Doing custom calculations in dimensional hierarchies
Chapter 6: Automating Data Load Processes using Scripts
Introduction
Loading data from multiple columns into a single column
Creating a dimension and a subset in Turbo Integrator
Creating a dimension with uneven/unbalanced hierarchy
Exporting data to ASCII text using Turbo Integrator
Moving data between versions
Moving data using scripts and parameters
Creating and scheduling a chore
Chapter 7: Customizing Drill Paths
Introduction
Creating a drill-through path to a view in another cube
Creating a drill path to an ODBC source
Chapter 8: Using Rules for Advanced Modelling
Introduction
Creating the Expenses cube
Examining a Spread Profile cube, Lookup cube, and Virtual cube
Moving balances from last month to next month
Chapter 9: Converting Currencies
Introduction
Creating currency dimension and attributes
Creating a currency cube
Populating currency attributes using control cubes
Creating rules to apply exchange rates and calculate an equivalent amount in target currency
Chapter 10: Modelling for Different Fiscal Requirements
Introduction
Adding a year dimension
Creating a continuous time model
Chapter 11: Optimizing Rules Performance
Introduction
Adding SKIPCHECKS and FEEDERS
Troubleshooting rules and feeders
Chapter 12: Working with Managed Planning Applications
Introduction
Installing and configuring IBM Cognos TM1 Contributor components
Installing Apache Tomcat 6.0.18 for IBM Cognos TM1 Contributor
Installing IBM Cognos TM1 Contributor
Deploying IBM Cognos TM1 Contributor on Tomcat Server
Configuring IBM Cognos TM1 Contributor with Microsoft IIS
Running IBM Cognos TM1 Contributor for the first time
Installing IBM CognosTM1 Contributor Administration tool
Contributing data to managed planning application
Introducing IBM Cognos TM1 Contributor workflow screen
Navigating the TM1 Contributor workspace
Opening a node and modifying a view
Entering, editing, and distributing data
Reviewing data
Creating and deploying managed planning applications to the Web
Setting security and access rights
Assigning security to managed planning applications
Chapter 13: Defining Workflow
Introduction
Adding users and groups to the TM1 Security
Installing IBM Cognos TM1 Workflow
Adding a new process and task using IBM Cognos TM1 Workflow
Reviewing submitted tasks
Chapter 14: Integration with IBM Cognos BI
Introduction
Integrating IBM Cognos TM1 with IBM Cognos 8 BI

What You Will Learn

  • Create Dimensions in TM1
  • Build cubes and views
  • Control Access to TM1 Objects
  • Extract, Transform, and Load Data using the Turbo Integrator
  • Add business rules to your application
  • Save time and storage by implementing SKIPCHECK and FEEDERS
  • Automating Common Processes Using Scripts
  • Customize Drill Paths
  • Using Rules for Advanced Modeling
  • Easily Convert Currencies
  • Master workflows in TM1
  • Add User Security to TM1 Applications
  • Contributing business data before presenting it to the users using the contributor web client

In Detail

IBM Cognos TM1 is one of the most popular multidimensional analysis tools used to build collaborative planning, budgeting and forecasting solutions, as well as analytical and reporting applications. This cube-based technology does fast number crunching at the server end and helps end customers move away from manual and tedious planning, budgeting, and analytics processes.

IBM Cognos TM1 Cookbook is a complete manual to building and managing applications with IBM Cognos TM1.

Every important aspect of TM1 is covered with the help of practical recipes, which will make you well acquainted with the tool and you will be ready to take on TM1 projects in the real world. Existing TM1 users and developers will also benefit from the practical recipes covered in the book.

The book will start with a chapter focusing on fundamentals of MOLAP and dimensional modeling, which forms the foundation on which IBM Cognos TM1 is based. Thereafter chapters will be more TM1-specific, starting with an introduction on dimensions and cubes and how to create and manage them. Further chapters will dig deeper into TM1 objects and rules.

Then we will learn the more advanced features of TM1 such as automating common processes using scripts, customizing drill paths, using rules for advanced modeling, converting currencies, modeling for different fiscal requirements, and more.

At the end of the book, we will cover how to present data and reports, workflows, and TM1 application security.

Authors

Table of Contents

Chapter 1: Getting Started with TM1
Online Analytic Processing (OLAP)
OLAP data structures terminology
OLAP (Online Analytical Processing) versus OLTP (Online Transactional)
Introduction to TM1
Examine TM1 user roles
TM1 architecture
Installing TM1 server and clients on a machine
Creating a new TM1 Data Server
Connecting to an existing TM1 Server
Setting up TM1 Data Server to run as a Windows service
Summary
Chapter 2: Creating dimensions in TM1
Introduction
Creating dimensions manually
Creating a Months dimension
Adding additional levels in Months dimension
Adding Next and Previous attributes to the Months dimension
Creating dimensions using the Turbo Integrator
Execution of scripts for a TM1 process
Chapter 3: Building Cubes and Views
Introduction
Creating a static pick list
Creating the Sales_Plan cube
Creating a subset pick list
Chapter 4: Loading and Maintaining Data
Introduction
Loading data using Turbo Integrator processes
Using formulae in variables
Clearing data from a cube using a process
Accumulating data
Saving data
Chapter 5: Adding Business Rules
Introduction
Creating simple rules
Using a rule to override aggregation
Creating a rule to share data between cubes
Creating a pick list using a rule
Reviewing a Rules worksheet
Doing custom calculations in dimensional hierarchies
Chapter 6: Automating Data Load Processes using Scripts
Introduction
Loading data from multiple columns into a single column
Creating a dimension and a subset in Turbo Integrator
Creating a dimension with uneven/unbalanced hierarchy
Exporting data to ASCII text using Turbo Integrator
Moving data between versions
Moving data using scripts and parameters
Creating and scheduling a chore
Chapter 7: Customizing Drill Paths
Introduction
Creating a drill-through path to a view in another cube
Creating a drill path to an ODBC source
Chapter 8: Using Rules for Advanced Modelling
Introduction
Creating the Expenses cube
Examining a Spread Profile cube, Lookup cube, and Virtual cube
Moving balances from last month to next month
Chapter 9: Converting Currencies
Introduction
Creating currency dimension and attributes
Creating a currency cube
Populating currency attributes using control cubes
Creating rules to apply exchange rates and calculate an equivalent amount in target currency
Chapter 10: Modelling for Different Fiscal Requirements
Introduction
Adding a year dimension
Creating a continuous time model
Chapter 11: Optimizing Rules Performance
Introduction
Adding SKIPCHECKS and FEEDERS
Troubleshooting rules and feeders
Chapter 12: Working with Managed Planning Applications
Introduction
Installing and configuring IBM Cognos TM1 Contributor components
Installing Apache Tomcat 6.0.18 for IBM Cognos TM1 Contributor
Installing IBM Cognos TM1 Contributor
Deploying IBM Cognos TM1 Contributor on Tomcat Server
Configuring IBM Cognos TM1 Contributor with Microsoft IIS
Running IBM Cognos TM1 Contributor for the first time
Installing IBM CognosTM1 Contributor Administration tool
Contributing data to managed planning application
Introducing IBM Cognos TM1 Contributor workflow screen
Navigating the TM1 Contributor workspace
Opening a node and modifying a view
Entering, editing, and distributing data
Reviewing data
Creating and deploying managed planning applications to the Web
Setting security and access rights
Assigning security to managed planning applications
Chapter 13: Defining Workflow
Introduction
Adding users and groups to the TM1 Security
Installing IBM Cognos TM1 Workflow
Adding a new process and task using IBM Cognos TM1 Workflow
Reviewing submitted tasks
Chapter 14: Integration with IBM Cognos BI
Introduction
Integrating IBM Cognos TM1 with IBM Cognos 8 BI

Book Details

ISBN 139781849682107
Paperback490 pages
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