IBM Cognos TM1 Version 10.2.2: Applications IBM Cognos TM1 Perspectives IBM Cognos TM1 Perspectives

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Text of IBM Cognos TM1 Version 10.2.2: Applications IBM Cognos TM1 Perspectives IBM Cognos TM1 Perspectives

  • IBM Cognos TM1 Version 10.2.2

    Applications Guide

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  • Note Before using this information and the product it supports, read the information in “Notices” on page 73.

    Product Information

    This document applies to IBM Cognos TM1 Version 10.2.2 and may also apply to subsequent releases.

    Licensed Materials - Property of IBM

    © Copyright IBM Corporation 2007, 2014. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

  • Contents

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

    TM1 client differentiation . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii End-user clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Administration clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii

    Chapter 1. What's new . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 New features in IBM Cognos TM1 Applications version 10.2.2 . . . . . . . . . . . . . . . . . . . 1 New features in version 10.2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    New Cognos Configurations settings for Cognos TM1 Application server . . . . . . . . . . . . . . 1 Purging commentary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Enable and Disable servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 New email notification setting in Cognos Configuration . . . . . . . . . . . . . . . . . . . . 2 New way to manage applications in Cognos TM1 Performance Modeler . . . . . . . . . . . . . . 2

    Chapter 2. Getting Started with Cognos TM1 Applications . . . . . . . . . . . . . . 3 Set preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Open Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Cognos TM1 Applications Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Review Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Submit Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Submitting a consolidated node or a single leaf node . . . . . . . . . . . . . . . . . . . . . 7 Submitting all leaf nodes under a consolidated node . . . . . . . . . . . . . . . . . . . . . 7 Submitting all leaf nodes and a consolidated node. . . . . . . . . . . . . . . . . . . . . . 7

    Ownership, Bouncing, and Releasing . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Email notifications in Cognos TM1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

    Using DLS notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Configuring HTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Reading notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Changing notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Changing the language for notifications . . . . . . . . . . . . . . . . . . . . . . . . . 11

    Adding commentary to Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . 12 Adding commentary at the cell level . . . . . . . . . . . . . . . . . . . . . . . . . . 12

    Purging Commentary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Managing applications in TM1 Performance Modeler . . . . . . . . . . . . . . . . . . . . . 13 Cognos Configuration settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

    Chapter 3. Working with Data . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Parts of the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

    Using the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Navigating Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Editing and Replacing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Copying and Pasting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Quick Data Entry Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

    Using Shortcuts in Different Clients . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Using Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Applying a Data Spread across Multiple Leaf Nodes from a Consolidated Node . . . . . . . . . . . 27 Excluding Cells from Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Excluding Consolidations from Data Spreading . . . . . . . . . . . . . . . . . . . . . . 28

    Filtering a Cube View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Drilling Through to Detailed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Using Sandboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

    © Copyright IBM Corp. 2007, 2014 iii

  • Using Cognos TM1 Application Web and other interfaces in a single Application . . . . . . . . . . . . 31 Websheets in Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Chapter 4. Managing Changes to the Grid . . . . . . . . . . . . . . . . . . . . 35 Working with Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

    Try It Yourself - Tear Off a Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Stacking Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

    Try It Yourself - Stack a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Replacing Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

    Try It Yourself - Replace Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Editing Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

    Building a Simple Subset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Displaying the Advanced Subset Editor . . . . . . . . . . . . . . . . . . . . . . . . . 38 Creating Custom Consolidations . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Chapter 5. Working with Charts . . . . . . . . . . . . . . . . . . . . . . . . . 49 Changing the Chart Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Drilling from a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    Chapter 6. Exporting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Chapter 7. Managing IBM Cognos TM1 Performance Modeler in the portal . . . . . . 53 Activating an application in a portal . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Exporting an application from the portal . . . . . . . . . . . . . . . . . . . . . . . . . 53 Importing an exported application to the portal . . . . . . . . . . . . . . . . . . . . . . . 53 Resetting an application in the portal . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Setting properties in the Applications Portal . . . . . . . . . . . . . . . . . . . . . . . . 54 Setting Cognos TM1 Applications configuration options . . . . . . . . . . . . . . . . . . . . 55 Managing jobs in TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Managing rights for the application . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

    The interaction rights and access control in TM1 Applications . . . . . . . . . . . . . . . . . 58 How to enforce security rights in an application . . . . . . . . . . . . . . . . . . . . . . 60

    Chapter 8. Automating tasks with the Cognos TM1 Application Maintenance utility . . . 63

    Chapter 9. Administering and maintaining IBM Cognos TM1 Performance Modeler . . . 67 Optimizing the memory consumption of a cube . . . . . . . . . . . . . . . . . . . . . . . 67 Managing processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

    Creating a process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Using the process editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Scheduling processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

    Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

    Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

    iv IBM Cognos TM1 Version 10.2.2: Applications Guide

  • Introduction

    This guide describes how to use the IBM® Cognos® TM1® Applications to review and edit managed planning applications.

    Finding information

    To find documentation on the web, including all translated documentation, access IBM Knowledge Center (http://www.ibm.com/support/knowledgecenter).

    Samples disclaimer

    The Sample Outdoors Company, Great Outdoors Company, GO Sales, any variation of the Sample Outdoors or Great Outdoors names, and Planning Sample depict fictitious business operations with sample data used to develop sample applications for IBM and IBM customers. These fictitious records include sample data for sales transactions, product distribution, finance, and human resources. Any resemblance to actual names, addresses, contact numbers, or transaction values is coincidental. Other sample files may contain fictional data manually or machine generated, factual data compiled from academic or public sources, or data used with permission of the copyright holder, for use as sample data to develop sample applications. Product names referenced may be the trademarks of their respective owners. Unauthorized duplication