IBM Cognos TM1 Version 10.2.0: User This document is intended for use with IBM آ®Cognos TM1 . This manual

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  • IBM Cognos TM1 Version 10.2.0

    User Guide

    ���

  • Note Before using this information and the product it supports, read the information in “Notices” on page 215.

    Product Information

    This document applies to IBM Cognos TM1 Version 10.2.0 and may also apply to subsequent releases.

    Licensed Materials - Property of IBM

    © Copyright IBM Corporation 2010, 2013. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

  • Contents

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

    Chapter 1. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 TM1 client differentiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    End-user clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Administration clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    Before You Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Required Other Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Microsoft Excel Macro Security Setting. . . . . . . . . . . . . . . . . . . . . . . . . . 3 Local and Remote Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    Starting TM1 Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Running TM1 Perspectives and TM1 Client . . . . . . . . . . . . . . . . . . . . . . . . 5 Running Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Setting Client Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Setting Login Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Setting Local Server Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Setting Admin Server Secure Socket Layer Options . . . . . . . . . . . . . . . . . . . . . 8

    Using the Server Explorer Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Viewing Information about Objects on the Server . . . . . . . . . . . . . . . . . . . . . . 9 Accessing Remote Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Logging in to a Remote Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Hiding and Viewing Objects in Server Explorer . . . . . . . . . . . . . . . . . . . . . . 11

    Chapter 2. Browsing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Browsing Data Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Using Undo or Redo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Accessing Data through the Cube Viewer . . . . . . . . . . . . . . . . . . . . . . . . 17 Accessing Data through the In-Spreadsheet Browser . . . . . . . . . . . . . . . . . . . . . 17 Understanding Cell Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Expanding Detail in a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Stacking Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Drilling Down through Consolidations . . . . . . . . . . . . . . . . . . . . . . . . . 20

    Changing Title Dimension Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Changing Title Elements in the Cube Viewer . . . . . . . . . . . . . . . . . . . . . . . 21 Changing Title Elements in the In-Spreadsheet Browser . . . . . . . . . . . . . . . . . . . 22

    Drilling Through to Detailed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Drill-Through Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

    Chapter 3. Writeback Modes and Sandboxes . . . . . . . . . . . . . . . . . . . 25 Writeback Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

    Setting the writeback mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Understanding different toolbar options . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Using direct writeback and named sandboxes . . . . . . . . . . . . . . . . . . . . . . . 27 Using a Personal Workspace and named sandboxes . . . . . . . . . . . . . . . . . . . . . 27 Personal Workspace without named sandboxes . . . . . . . . . . . . . . . . . . . . . . 28 Direct writeback without sandboxes . . . . . . . . . . . . . . . . . . . . . . . . . . 28

    Using a Personal Workspace or Sandboxes . . . . . . . . . . . . . . . . . . . . . . . . . 29 Data values for leaf and consolidated cells in a sandbox . . . . . . . . . . . . . . . . . . . 30 Resetting data values in a sandbox or Personal Workspace . . . . . . . . . . . . . . . . . . 30 Understanding cell coloring for changed data values . . . . . . . . . . . . . . . . . . . . 31 Committing changed data from a Personal Workspace or sandbox to base . . . . . . . . . . . . . 32

    Job Queuing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Viewing the Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Cancelling a job in the queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    © Copyright IBM Corp. 2010, 2013 iii

  • Chapter 4. Working with Subsets . . . . . . . . . . . . . . . . . . . . . . . . 35 Narrowing the List of Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

    Selection Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Saving Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Creating Dimension Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Selecting Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Deleting Elements from a Subset . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Sorting Subset Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Changing the Direction of Expansion for Consolidated Elements . . . . . . . . . . . . . . . . 45

    Adding a User-Defined Consolidation to a Subset . . . . . . . . . . . . . . . . . . . . . . 46 Creating User-Defined Consolidations on the Fly . . . . . . . . . . . . . . . . . . . . . . 47

    Creating Dynamic Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Creating an Expression-Based Dynamic Subset . . . . . . . . . . . . . . . . . . . . . . 49 Creating a Filter-Based Dynamic Subset . . . . . . . . . . . . . . . . . . . . . . . . . 50 Editing Dynamic Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Chapter 5. Working with Cube Views . . . . . . . . . . . . . . . . . . . . . . . 53 Saving Cube Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Opening Saved Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

    Opening Views from the Server Explorer . . . . . . . . . . . . . . . . . . . . . . . . 54 Opening Views from the Cube Viewer . . . . . . . . . . . . . . . . . . . . . . . . . 54 Opening Views from the In-Spreadsheet Browser . . . . . . . . . . . . . . . . . . . . . . 54

    Filtering Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Cancelling a View Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

    Changing Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Hiding Cells Containing Zeros . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Formatting Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Changing the Column Orientation . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

    Modifying Cell Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Recalculating a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Understanding Writeback and Sandboxes . . . . . . . . . . . . . . . . . . . . . . . . 62 Saving Cell Changes to Disk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

    Exporting Cube Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Exporting Data from a Cube. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Exporting Data from a Saved View . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Controlling the Types of Values to Export from a Cube . . . . . . . . . . . . . . . . . . . . 65 Defining Range Parameters for Exporting Cube Data . . . . . . . . . . . . . . . . . . . . 66

    Chapter 6. Using Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . 67 Overview of Data Spreading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

    General Procedures for Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . . 67 Using the Proportional Spread Method . . . . . . . . . . . . . . . . . . . . . . . . . 70 Using the Equal Spread Method . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Using the Repeat Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Using the Percent Change Method. . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Using the Straight Line Method . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Using the Growth % Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Using the Relative Proportional Spread Method . . . . . . . . . . . . . . . . . . . . . . 75 Using the Relative Percent Adjustment Method . . . . . . . . . . . . . . . . . . . . . . 76 Using the Repeat Leaves Method . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Using the Equal Spread Leaves Method . . . . . . . . . . . . . . . . . . . . . . . . . 79 Using the Clear Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

    Excluding Cells from Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . . . . 81