IBM Cognos TM1

By –
Vipul Munot
Sources : IBM Website, IBM Resources and http://tm1up.com/

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

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.

Cognos TM1 client-server architecture

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

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.

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.

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

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.

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.

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

IBM Cognos Web Architecture

IBM Cognos TM1 Applications Architecture

URLs
 Cognos TM1 Web URL:
http://localhost:9510/tm1web
 Cognos TM1 Applications portal URL:
http://localhost:9510/pmpsvc

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

Relationship Between TM1 Server,
TM1 Client, TM1 Admin Server

Questions?

Demos
 How to create Dimensions?
 How to create Cubes?

Levels - Consolidating Detail Using Dimension Hierarchies

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

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.

How to create dimensions?
 1. Manually
 2. Using Turbo Integrator Process
 3. Using dimension work sheets

Manually - How to create dimensions?
 We’ll create 2 dimensions.
 1. Products
 2. Months

 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

 Months dimension will
have following
hierarchy:
 FY
 Q1
 Jan
 Feb
 Mar
 Q2
 Apr
 May
 Jun
 Q3
 Jul
 Aug
 Sep
 Q4
 Oct
 Nov
 Dec

 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.

 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.

 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.

 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’.

 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.

 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.

End Result should be like this

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.

Creating Cubes
 Right click on Cubes node and click on Create New
Cube.

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.

Creating Cubes

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.

Cube will show up like this:

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.

Press F9 and a new view will be
opened in front of you.

 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.

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.

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.

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.

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'];

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.

Formatting in TM1
 You can apply formats at 2 levels in TM1
1. Cube level
2. Dimension level
Demo

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.

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.

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.

Creating Chores
 Launch your TM1 Architect, expand the nodes and
right click Chores and click Create New Chore.

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.

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.

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.

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)

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 ibm.com

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.

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).

 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”.

 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

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.

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.

 After creating all above shortcuts, your application will
look like this:

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.

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.

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.

Thanking you

IBM Cognos TM1

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