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IBM Cognos TM1 Cookbook

Book Description

Build real world planning, budgeting and forecasting solutions with a collection of simple but incredibly effective recipes

  • A comprehensive developer’s guide for planning, building, and managing practical applications with IBM TM1

  • No prior knowledge of TM1 expected

  • Complete coverage of all the important aspects of IBM TM1 in carefully planned step-by-step practical demos

  • Part of Packt's Cookbook series: Practical recipes that illustrate the use of various TM1 features

  • In Detail

    IBM Cognos TM1 is one of the most popular multidimensional analysis tools used to build collaborative planning, budgeting and forecasting solutions, as well as analytical and reporting applications. This cube-based technology does fast number crunching at the server end and helps end customers move away from manual and tedious planning, budgeting, and analytics processes.

    IBM Cognos TM1 Cookbook is a complete manual to building and managing applications with IBM Cognos TM1.

    Every important aspect of TM1 is covered with the help of practical recipes, which will make you well acquainted with the tool and you will be ready to take on TM1 projects in the real world. Existing TM1 users and developers will also benefit from the practical recipes covered in the book.

    The book will start with a chapter focusing on fundamentals of MOLAP and dimensional modeling, which forms the foundation on which IBM Cognos TM1 is based. Thereafter chapters will be more TM1-specific, starting with an introduction on dimensions and cubes and how to create and manage them. Further chapters will dig deeper into TM1 objects and rules.

    Then we will learn the more advanced features of TM1 such as automating common processes using scripts, customizing drill paths, using rules for advanced modeling, converting currencies, modeling for different fiscal requirements, and more.

    At the end of the book, we will cover how to present data and reports, workflows, and TM1 application security.

    Table of Contents

    1. IBM Cognos TM1 Cookbook
      1. IBM Cognos TM1 Cookbook
      2. Credits
      3. About the Author
      4. About the Reviewers
      5. www.PacktPub.com
        1. Support files, eBooks, discount offers and more
          1. Why Subscribe?
          2. Free Access for Packt account holders
          3. Instant Updates on New Packt Books
      6. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      7. 1. Getting Started with TM1
        1. Online Analytic Processing (OLAP)
        2. OLAP data structures terminology
        3. OLAP (Online Analytical Processing) versus OLTP (Online Transactional)
        4. Introduction to TM1
        5. Examine TM1 user roles
        6. TM1 architecture
          1. Data directory
        7. Installing TM1 server and clients on a machine
        8. Creating a new TM1 Data Server
        9. Connecting to an existing TM1 Server
        10. Setting up TM1 Data Server to run as a Windows service
            1. Removal of the TM1 service
        11. Summary
      8. 2. Creating dimensions in TM1
        1. Introduction
        2. Creating dimensions manually
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        3. Creating a Months dimension
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        4. Adding additional levels in Months dimension
          1. How to do it...
          2. How it works...
        5. Adding Next and Previous attributes to the Months dimension
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
        6. Creating dimensions using the Turbo Integrator
          1. Getting ready
          2. How to do it...
          3. See also
        7. Execution of scripts for a TM1 process
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
      9. 3. Building Cubes and Views
        1. Introduction
            1. Re-ordering dimensions in a cube
          1. How to do it…
          2. There's more…
            1. Creating a multi-dimensional cube
          3. Getting ready
          4. How to do it...
          5. How it works...
          6. See also
        2. Creating a static pick list
          1. Getting ready
          2. How to do it...
          3. See also
        3. Creating the Sales_Plan cube
          1. Getting ready
          2. How to do it...
          3. See also
        4. Creating a subset pick list
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. See also
      10. 4. Loading and Maintaining Data
        1. Introduction
        2. Loading data using Turbo Integrator processes
          1. Getting ready
          2. How to do it...
        3. Using formulae in variables
          1. Getting ready
          2. How to do it…
        4. Clearing data from a cube using a process
          1. Getting ready
          2. How to do it…
        5. Accumulating data
          1. Getting ready
          2. How to do it...
          3. How it works…
        6. Saving data
          1. Getting ready
          2. How to do it...
      11. 5. Adding Business Rules
        1. Introduction
        2. Creating simple rules
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Using a rule to override aggregation
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        4. Creating a rule to share data between cubes
          1. Getting ready
          2. How to do it...
          3. How it works…
        5. Creating a pick list using a rule
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Reviewing a Rules worksheet
          1. Getting ready
          2. How to do it...
          3. How it works...
        7. Doing custom calculations in dimensional hierarchies
          1. Getting ready
          2. How to do it...
          3. How it works…
      12. 6. Automating Data Load Processes using Scripts
        1. Introduction
        2. Loading data from multiple columns into a single column
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Creating a dimension and a subset in Turbo Integrator
          1. Getting started
          2. How to do it...
          3. How it works...
        4. Creating a dimension with uneven/unbalanced hierarchy
          1. Getting ready
          2. How to do it...
          3. How it works...
        5. Exporting data to ASCII text using Turbo Integrator
          1. Getting ready
          2. How to do it...
          3. How it works...
        6. Moving data between versions
          1. Getting ready
          2. How to do it...
          3. How it works...
        7. Moving data using scripts and parameters
          1. Getting ready
          2. How to do it
          3. How it works…
        8. Creating and scheduling a chore
          1. Getting ready
          2. How to do it...
          3. How it works…
      13. 7. Customizing Drill Paths
        1. Introduction
        2. Creating a drill-through path to a view in another cube
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        3. Creating a drill path to an ODBC source
          1. Getting started
          2. How to do it...
          3. How it works...
      14. 8. Using Rules for Advanced Modelling
        1. Introduction
        2. Creating the Expenses cube
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        3. Examining a Spread Profile cube, Lookup cube, and Virtual cube
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        4. Moving balances from last month to next month
          1. Getting ready
          2. How to do it...
          3. How it works...
      15. 9. Converting Currencies
        1. Introduction
        2. Creating currency dimension and attributes
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Creating a currency cube
          1. Getting ready
          2. How to do it...
          3. How it works...
        4. Populating currency attributes using control cubes
          1. Getting started
          2. How to do it...
          3. How it works...
        5. Creating rules to apply exchange rates and calculate an equivalent amount in target currency
          1. Getting started
          2. How to do it...
          3. How it works...
      16. 10. Modelling for Different Fiscal Requirements
        1. Introduction
        2. Adding a year dimension
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Creating a continuous time model
          1. Getting ready
          2. How to do it...
          3. How to do it...
          4. There's more...
      17. 11. Optimizing Rules Performance
        1. Introduction
        2. Adding SKIPCHECKS and FEEDERS
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        3. Troubleshooting rules and feeders
          1. Getting ready
          2. How to do it...
          3. How it works...
      18. 12. Working with Managed Planning Applications
        1. Introduction
        2. Installing and configuring IBM Cognos TM1 Contributor components
          1. Getting ready
          2. How to do it...
        3. Installing Apache Tomcat 6.0.18 for IBM Cognos TM1 Contributor
          1. How to do it...
          2. There's more...
        4. Installing IBM Cognos TM1 Contributor
          1. How to do it...
        5. Deploying IBM Cognos TM1 Contributor on Tomcat Server
          1. How to do it...
          2. There's more...
        6. Configuring IBM Cognos TM1 Contributor with Microsoft IIS
          1. How to do it...
        7. Running IBM Cognos TM1 Contributor for the first time
          1. How to do it...
        8. Installing IBM CognosTM1 Contributor Administration tool
          1. How to do it...
          2. There's more...
        9. Contributing data to managed planning application
        10. Introducing IBM Cognos TM1 Contributor workflow screen
          1. Getting ready
          2. How to do it...
          3. How it works...
        11. Navigating the TM1 Contributor workspace
          1. Getting ready
          2. How to do it...
        12. Opening a node and modifying a view
          1. Getting ready
          2. How to do it...
        13. Entering, editing, and distributing data
          1. Getting ready
          2. How to do it...
          3. There's more…
        14. Reviewing data
          1. Getting ready
          2. How to do it...
          3. There's more...
        15. Creating and deploying managed planning applications to the Web
          1. Getting ready
          2. How to do it...
        16. Setting security and access rights
        17. Assigning security to managed planning applications
          1. Getting ready
          2. How to do it...
          3. How it works...
      19. 13. Defining Workflow
        1. Introduction
        2. Adding users and groups to the TM1Security
          1. Getting ready
          2. How to do it...
          3. How it works...
        3. Installing IBM Cognos TM1 Workflow
          1. Getting ready
          2. How to do it...
          3. How it works...
        4. Adding a new process and task using IBM Cognos TM1 Workflow
          1. Getting ready
          2. How to do it...
        5. Reviewing submitted tasks
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      20. 14. Integration with IBM Cognos BI
        1. Introduction
        2. Integrating IBM Cognos TM1 with IBM Cognos 8 BI
          1. Getting ready
          2. How to do it...
          3. How it works...