IBM Cognos TM1 Performance Modeler Version 10.1.0: User Cognos TM1 Performance Modeler has accessibility

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  • IBM Cognos TM1 Performance Modeler Version 10.1.0

    User Guide

    ���

  • Note Before using this information and the product it supports, read the information in “Notices” on page 109.

    Product Information

    This document applies to IBM Cognos TM1 Performance Modeler Version 10.1.0 and may also apply to subsequent releases. To check for newer versions of this document, visit the IBM Cognos Information Centers (http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp).

    Licensed Materials - Property of IBM

    © Copyright IBM Corporation 2012. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

    http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp

  • Contents

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

    Chapter 1. Getting started with Cognos TM1 Performance Modeler . . . . . . . . . . 1 Logging on to Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Starting Cognos TM1 Performance Modeler . . . . . . . . . . . . . . . . . . . . . . . . . 2 Organizing your content using folders . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Creating folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Viewing control objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    Viewing object details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Looking at multiple views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Analyzing object dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Chapter 2. Designing models and applications . . . . . . . . . . . . . . . . . . . 7 Model design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Defining dimensions for your model . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Building cubes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Linking cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Creating rules and processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

    Application design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Defining an approval hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Defining views and websheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Deploying the application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Defining security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Activating an application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Chapter 3. Creating and formatting dimensions . . . . . . . . . . . . . . . . . . 11 Creating new dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Creating calculation dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Creating time dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Creating versions dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Creating hierarchy dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Creating generic dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Changing the dimension type . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Editing dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Creating a numeric attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Creating a text attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Creating an alias attribute in a dimension . . . . . . . . . . . . . . . . . . . . . . . . 20 Editing the dimension display options . . . . . . . . . . . . . . . . . . . . . . . . . 20 Adding a single member to a dimension . . . . . . . . . . . . . . . . . . . . . . . . 21 Adding multiple members to a dimension . . . . . . . . . . . . . . . . . . . . . . . . 21 Removing a member from a consolidation . . . . . . . . . . . . . . . . . . . . . . . . 21

    Formatting members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Formatting a member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Creating subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Creating dynamic subsets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Applying a filter to a subset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Creating pick lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

    Chapter 4. Creating cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Creating a cube using dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Dropping dimensions on a new cube . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Using the keyboard to add dimensions . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Adding dimensions to the cube. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Removing dimensions from the cube . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

    © Copyright IBM Corp. 2012 iii

  • Changing the order of dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Viewing the rules of a cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

    Creating a rules object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Defining a cube view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Creating a new cube view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Expanding and collapsing consolidations . . . . . . . . . . . . . . . . . . . . . . . . 34 Pivoting dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Hiding members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Defining a view based on subsets and selected members . . . . . . . . . . . . . . . . . . . 35 Editing a working subset from a view . . . . . . . . . . . . . . . . . . . . . . . . . 36 Changing the working subset of a view . . . . . . . . . . . . . . . . . . . . . . . . . 36

    Chapter 5. Creating links . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Specifying source and target cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Establishing correspondence and mapping dimensions . . . . . . . . . . . . . . . . . . . . . 40

    Slicing on dimension members . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Breaking a correspondence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Changing the mapping type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

    Setting the link implementation type . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Generating and running link processes . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Using pick lists as virtual dimensions in links . . . . . . . . . . . . . . . . . . . . . . . . 43 Using dimension attributes as virtual dimensions in links . . . . . . . . . . . . . . . . . . . . 44 Creating internal links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Link validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    Repairing links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Link properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    Chapter 6. Managing rules and feeders . . . . . . . . . . . . . . . . . . . . . . 47 Automatically generated rules and feeders . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Dimension calculation rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Link rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    Manually generated rules and feeders . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Editing rules and feeders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Expanding and collapsing rule and feeder blocks . . . . . . . . . . . . . . . . . . . . . . 51 Reordering rule blocks and statements . . . . . . . . . . . . . . . . . . . . . . . . . 52 Commenting and uncommenting lines of code . . . . . . . . . . . . . . . . . . . . . . 52 Enabling and disabling rules and feeders . . . . . . . . . . . . . . . . . . . . . . . . 53 Copying content from an automatically generated rule and feeder . . . . . . . . . . . . . . . . 53 Using Content Assist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Clearing rules and feeders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

    Validating rules and feeders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Rule properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

    Chapter 7. Setting up security and control access for user groups . . . . . . . . . . 57 Capabilities and security for user groups . . . . . . . . . . . . . . . . . . . . . . . . . 57

    Capability assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Data access and security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

    Defining a new user group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Assigning capabilities to user groups . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Defining a new user for a user group. . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Defining security and access settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Creating a cell security cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64