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TM1

IBM Planning Analytics Tips & Tricks: Custom landing pages for TM1 Web

December 12, 2017 by Revelwood Leave a Comment

Tips & Tricks

This is a guest blog post by Revelwood’s Susan Musselman.

Did you know you can not only set up a landing page for IBM Cognos TM1 Web, but you can also set up custom landing pages for different groups of users? Here’s a quick step-by-step guide to do this.

The landing page for users is set up in the }ClientSettings cube:

Learn how to set up custom landing pages in TM11 we

In the above example, George Washington will see the Main Portal when he logs in and Al Capone will see Portal-2.  There are 3 easy steps to set this up:

Create elements in the Control Cube and populate control cube to define the path of the portal pages: the }ClientSettings cube:

Setting up custom landing pages in TM1 Web

Create a WebPortal attribute in the }Client dimension and populate for your users:

IBM Planning Analytics Tips & Tricks: Custom Landing Pages in TM1 Web

Create a rule in the }ClientSettings cube to determine which websheet to use for each }Client based on the attribute in the }ElementAttributes_}Clients cube:

How to set up custom landing pages in TM1 Web

IBM Planning Analytics, which TM1 is the engine for,  is full of new features and functionality. Not sure where to start?  Our team here at Revelwood can help.  Contact us for more information at info@revelwood.com.  And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Read more blog posts with Tips & Tricks for IBM Planning Analytics:

Tips & Tricks for using IBM Planning Analytics: Creating URLs for TM1 Websheets

IBM Planning Analytics Tips & Tricks: Creating Dynamic, Attractive Views and Dashboards

Tips & Tricks for using IBM Planning Analytics: Creating TM1/Planning Analytics Picklist Cubes

Home » TM1 » Page 37

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Budgeting, Financial Performance Management, IBM Planning Analytics, Planning & Reporting, TM1

IBM Planning Analytics Tips & Tricks: Visualizing Data into Pie Charts

December 6, 2017 by Lee Lazarow Leave a Comment

Tips & Tricks

Did you know IBM Planning Analytics Workspace (PAW) allows you to visualize your data using a variety of charts and graphs, including the ability to display your results via a pie chart?  In order to create a pie chart, you must follow one simple rule: ensure that you have only one “measure” element on either the row or the column.

You can create a pie chart in PAW with three easy steps:

1. Ensure that a dimension is defined as the measure by right clicking on the cube name within Server Explorer and then selecting the option for properties.

Creating pie charts with IBM Planning Analytics Workspace

2. Create a view in PAW with either the rows or the columns displaying a single element from the measure dimension.

How to create pie charts with IBM Planning Analytics Workspace

3. Set your visualization type to be a pie.

How to create a pie chart with IBM Planning Analytics Workspace

The resulting display will appear as a pie chart:

Using IBM Planning Analytics Workspace to create pie charts

Once the pie chart is created, you can use PAW to change the appearance of the colors, the legend and other details.

IBM Planning Analytics is full of new features and functionality. Not sure where to start?  Our team here at Revelwood can help.  Contact us for more information at info@revelwood.com.  And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Home » TM1 » Page 37

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Budgeting, Financial Performance Management, IBM Planning Analytics, Planning & Reporting, TM1

Tips & Tricks for Using TM1 – Variance Analysis in IBM Cognos TM1

November 22, 2017 by Revelwood Leave a Comment

Tips & Tricks

This is a guest blog post by Revelwood’s Susan Musselman.

Did you know many companies find it beneficial to do a variance analysis to identify differences between the planned financial outcomes and the actual financial outcomes? Many clients prefer to store account balances in IBM Cognos TM1 using positive values unless the value is contra to the account. For example: even though revenue is a credit value in the General Ledger, it is shown as a positive number on a P&L report. Costs are also shown as positive and then subtracted from Revenue to get Gross Profit.

To get a variance amount, Budget is subtracted from Actual. This results in a correct variance for Revenue. For example: if budgeted revenue is $15,000 and actual Revenue is $20,000 then the variance would be a positive $5,000, which is correct because higher revenue is a good thing. However, if we use the same calculation for cost then the variance is backwards. For example:  if budgeted cost is $5,000 and actual cost is $8,000 then the difference calculates to positive $3,000. However, a higher cost is not good so the number should be displayed as a negative.

Learn how to conduct variance analysis in IBM Cognos TM1

One solution would be to use a different formula for every row on every variance report that is created. However, this solution would require a lot of manually created rules that will slow down your overall TM1 application. A better solution would be to create a generic rule that can calculate the correct variance based on an attribute. To do this, first create an attribute in the Account dimension and populate the value with a 1 or -1 for every account. You can populate the attribute via rule to avoid future maintenance to the model.

Here is an example of some attributes values (please note that the attribute is populated for all levels of elements, including consolidations):

Calculate variances in IBM Cognos TM1

Next, create an element in your version dimension called “variance”. You can then create a rule for the new version to calculate the variance.

Learn how to calculate variances in IBM Cognos TM1

This gives the correct results:

Learn an easy approach to calculating variances in IBM Cognos TM1

Now the variance element can be used in any report!

IBM Planning Analytics, which TM1 is the engine for,  is full of new features and functionality. Not sure where to start?  Our team here at Revelwood can help.  Contact us for more information at info@revelwood.com.  And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Read more blog posts on Tips & Tricks for IBM Planning Analytics and IBM Cognos TM1:

Tips & Tricks for IBM Planning Analytics: Creating URLs for TM1 Websheets

Tips & Tricks for IBM Planning Analytics: Creating TM1/Planning Analytics Picklist Cubes

IBM Planning Analytics: Using the Full Power of MDX

Home » TM1 » Page 37

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Budgeting, Financial Performance Management, IBM Planning Analytics, Planning & Reporting, TM1

IBM Planning Analytics Tips & Tricks- Creating Dynamic, Attractive Views and Dashboards

November 1, 2017 by Revelwood Leave a Comment

Tips & Tricks

Did you know IBM Planning Analytics Workspace (PAW) allows you to create dynamic, attractive views and dashboards? With the vast number of stylistic options available, there are a few key tips that can be used to create a fluid user experience.

Use the “Caption” alias for dimension names.

The “Caption” alias can be modified for each dimension in the }DimensionAttributes cube. Once you’ve assigned a user-friendly name, or caption, to a dimension, this value will appear in your Planning Analytics Books in place of the dimension’s original name. The caption can then be updated at any point.

Use selector elements to ensure a uniform user experience.

Create selector elements when all users may not have access to all elements in the dimension. For instance, create an element in the department dimension called “Select a Department” and give everyone security to this new element. You can then set the new element as the starting point. When users open the dashboard, they will not see any data and will then be able to select elements based on their security rights.

Synchronize dimensions throughout the Book and individual Sheets.

Once you’ve created a new Book, you can synchronize the data using the “Synchronization scope” option in the Properties dropdown. The Properties button is located in the upper right-hand corner of the screen when you are in edit mode (image below). You have the choice to synchronize across the Book or Sheet, meaning an element selection can be carried across multiple visualizations to allow for uninterrupted data access.

For more information on Planning Analytics Workspace, refer to the IBM Planning Analytics 2.0.0 documentation.

IBM Planning Analytics is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Home » TM1 » Page 37

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Budgeting, Financial Performance Management, IBM Planning Analytics, PAx, Planning & Reporting, TM1

Tips & Tricks for using IBM Planning Analytics – Creating TM1/Planning Analytics Picklist Cubes

October 16, 2017 by Revelwood Leave a Comment

Tips & Tricks

This is a guest blog post by Revelwood’s Shane Bethea.

Did you know Picklists can be used in TM1/Planning Analytics to allow your users to pick values from a predefined, non-changing list of values?  These can be setup as a static list of values, a subset of values from a specific dimension, or all elements within a specific dimension.

Picklists can be associated with a dimension in situations where the definition is always the same.  An example of this would be a Payroll model where you want users to assign each employee to a pre-defined list of job titles.

Picklists can also be created with more flexibility for situations where you want a fluctuating set of definitions.  For example, you may want to have a list of pay period start dates based on the pay method selected for that employee.  If the pay method is monthly then your list can include one set of dates whereas a bi-weekly pay method would entail a second set of dates.  This approach can be created with a Picklist cube.

To create a Picklist cube in TM1/Planning Analytics, simply right click on a cube where you want to have the Picklist and choose “Create Pick List Cube”.

The resulting Picklist cube is created with the name ‘}PickList_<CUBENAME>’.  The new cube will have the same dimensionality of the existing cube plus one extra dimension called }PickList.

Once created, rules can be written for the Picklist cube to determine what values are available in the list.  The example rule below will populate the Picklist value with one of three definitions based on the selected pay method.

Once the Picklist cube and rules have been set up in TM1/Planning Analytics, users will see a different set of dates for the Pay Period Start Date measure based on the method selected for each employee.  This is one example of creating a dynamic Picklist using Picklist cubes, but the possibilities are endless.

IBM Planning Analytics is full of new features and functionality. Not sure where to start?  Our team here at Revelwood can help.  Contact us for more information at info@revelwood.com.  And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Interested in more tech tips for TM1 & IBM Planning Analytics? Check out these blog posts:

IBM Planning Analytics: Using the Full Power of MDX

Creating URLs for TM1 Websheets

Home » TM1 » Page 37

Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Budgeting, Financial Performance Management, IBM Planning Analytics, Planning & Reporting, TM1

Technical Bulletin: End of Support Dates for IBM Cognos TM1 10.2.x

October 6, 2017 by John Pra Sisto Leave a Comment

Tech Bulletins

IBM recently announced the official End of Support dates for two of the IBM Cognos TM1 10.2.x versions:

  • IBM Cognos TM1 10.2.0 will reach End of Support on 2018-09-30
  • IBM Cognos TM1 10.2.2 will reach End of Support on 2019-09-30

By now, most TM1 users are aware of IBM’s transition from IBM Cognos TM1 to IBM Planning Analytics. Planning Analytics contains the full functionality of TM1, including both Excel and Web interfaces, so the concept of migrating can be as simple as upgrading your TM1 version. Planning Analytics currently allows users to continue using both Perspectives and TM1 Web which gives you the opportunity to migrate in phases:

  • Existing Excel reports can use your current Perspectives approach and be migrated to PAx (Planning Analytics for Excel) at a later time
  • Existing Web reports can use your current TM1 Web approach and be migrated to PAw (Planning Analytics Workspace) at a later time

 Planning Analytics Migration Resources:

We’ve created multiple resources including on-demand webinars featuring product demonstrations and technical blog posts to help you understand the opportunity presented with this migration, plan your strategy and make the transition. Migrating from IBM Cognos TM1 to Planning Analytics is a much bigger opportunity than a standard upgrade or basic migration. While the underlying TM1 engine remains as powerful as ever, IBM has made significant changes to the product to improve the user and developer experience.

Do you have any questions about End of Support dates or migrating from TM1 to Planning Analytics? Contact John Pra Sisto at 201.984.3025 or jprasisto@revelwood.com for more information.

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Filed Under: Tech Bulletins Tagged With: Financial Performance Management, IBM Planning Analytics, TM1

Complex Modeling in IBM Cognos TM1 at New York Blood Center

September 22, 2017 by Lisa Minneci Leave a Comment

Success Stories

If you are looking for a great example of complex modeling in IBM Cognos TM1, look no further than the case study on New York Blood Center. Imagine having untold numbers of separate models in disparate systems – such as Excel and Access – all built for a single purpose, but that did not talk to each other? How could you answer simple questions about the data, let alone complex questions?

That’s the situation that New York Blood Center (NYBC) faced. NYBC is one of the largest independent, community-based blood centers in the country. In 2012 NYBC brought in a new CFO, Beth Gibson, who, in turn, brought in a new director of financial transformation a year later. Diane Arritt, who took on the role of Director of Finance Transformation, was charged with taking the old, manual, largely spreadsheet-based financial infrastructure and move to a single, sophisticated system.

Today, NYBC has a core set of TM1 models to store GL, billing, payroll, AR and AP data. From there, each model was then built out to support NYBC’s reporting and planning needs. Then we created a series of allocation models to allow for the proper distribution of overhead costs across all of NYBC’s reporting lines of businesses. We also created allocation models to allow NYBC to report on costs per unit related to collecting and distributing the blood products.

The TM1 system enables the organization to plan, model, allocate, report and manage the revenue and expense data faster, in more detail and more accurately than ever before. The overall impact of the new financial system is much larger than just the time savings, which is significant. With TM1, changes that previously took more than a day can be done in just minutes.

“Previously, it would have taken us at least three months to map general ledger accounts and accounting units into our processes to do the appropriate reporting for an acquisition,” said Diane Arritt, Director of Finance Transformation. “Now our team was able to produce combined financial results for management the first month we acquired the Community Blood Center of Greater Kansas City. We simply could not have done that without the hierarchies and flexibility of TM1.”

Read the full case study on how New York Blood Center transformed its financial operations with IBM Cognos TM1 by downloading it here.

Read more Revelwood client success stories:

Rayonier Makes Better use of Resources with IBM Cognos TM1

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Filed Under: Success Stories Tagged With: Analytics, Budgeting, Financial Performance Management, Implementation Services, Modeling, Planning & Reporting, TM1

IBM Planning Analytics: Using the full power of MDX

August 1, 2017 by Lee Lazarow Leave a Comment

Tips & Tricks

Many of you know that MDX can be used in your current IBM Cognos TM1 environment to create dynamic subsets and row expansions, but did you know that MDX can also be used to create an entire view of data?

TM1’s initial use of MDX functionality was limited to manipulating one dimension at a time, but IBM Planning Analytics uses the full power of MDX via expressions called tuples and sets.  These expressions define intersections of data which result in a full data set view.

This functionality is built into PAx Explorations and eliminates the need for DBRW functions in your spreadsheet.  When you create a new exploration, Planning Analytics automatically creates an MDX expression that references the current data set.  You can see the expression by clicking on the MDX button within the Planning Analytics ribbon.

MDX in IBM Planning Analytics

After clicking on the button, the full MDX expression will appear.

Detailed MDX in IBM Planning Analytics

This expression can be modified to change the results that appear in the spreadsheet.  In the above example, the columns can be changed to show the subset called “2017Months” instead of using the current subset called “2016Months”.

IBM Planning Analytics gives you the full power of MDX expressions. Not sure where to start? There are plenty of resources online. Our team here at Revelwood can also train you on MDX. And stay tuned for more MDX tips and tricks on our blog and in upcoming newsletters!

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Filed Under: IBM Planning Analytics Tips & Tricks Tagged With: Financial Performance Management, IBM Planning Analytics, TM1

Introducing IBM Planning Analytics Local

December 15, 2016 by John Pra Sisto Leave a Comment

News & Events

IBM Planning Analytics Local, the convergence of TM1 on-premise with Planning Analytics on the cloud is now available! This new release brings many of the great enhancements and performance improvements that IBM has been making in the cloud environment available to on-premise TM1 customers.

I recently hosted a webinar with Dan Bernatchez, our FPM practice leader and Chief Solutions Architect for TM1, to review the new features of the solution and provided a live demo of Planning Analytics Local.

One highlight of the webinar included Dan showcasing Planning Analytics Workspace, which is a completely transformed user experience. This new “face” of TM1 provides a rich, interactive workspace that is visual, intuitive, insightful, social and mobile.

Dan also explained how Planning Analytics Local uses hierarchies for deeper analysis of TM1 data. Essentially it turns attributes into virtual dimensions, saving RAM, increasing query performance and adding flexibility. This enables users to have smaller, faster cubes, to introduce hierarchies to queries as needed, and to do dimension versioning.

Since Planning Analytics Workspace is the one new component that comes at an additional cost, IBM is offering a special 75% discount for existing TM1 customers who purchase it before year-end 2016. For information on this pricing deal, contact me and I can help you.

This webinar was the first in a three-part series showcasing IBM Planning Analytics. Stay tuned for the dates and topics of the next two webinars coming in early 2017.

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Filed Under: News & Events, Videos Tagged With: Budgeting, Financial Performance Management, IBM Planning Analytics, Planning & Reporting, TM1

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