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IBM Cognos TM1 Performance Modeler Version 10.2.0: User Guide · PDF file...

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  • IBM Cognos TM1 Performance Modeler Version 10.2.0

    User Guide

    ���

  • Note Before using this information and the product it supports, read the information in “Notices” on page 189.

    Product Information

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

    Licensed Materials - Property of IBM

    © Copyright IBM Corporation 2012, 2013. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

  • Contents

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

    Chapter 1. What's new . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 New features in version 10.2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    New Cube Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 New Cognos TM1 Scorecarding . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 New Feeder Optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Full picklist capability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 TurboIntegrator processes triggered from workflow actions . . . . . . . . . . . . . . . . . . . 2 Link editing improvements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Drill-through . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Reuse of approval hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Restrict views to reviewers or contributors . . . . . . . . . . . . . . . . . . . . . . . . 3 TurboIntegrator processes triggered from workflow actions . . . . . . . . . . . . . . . . . . . 3 New TM1 Applications Maintenance utility . . . . . . . . . . . . . . . . . . . . . . . . 3 Show Data Flow model diagramming . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Improved transfer of model objects and applications . . . . . . . . . . . . . . . . . . . . . 4 New way to manage applications in TM1 Performance Modeler . . . . . . . . . . . . . . . . . 4 New import of Cognos Planning models into Cognos TM1 . . . . . . . . . . . . . . . . . . . 4

    Chapter 2. Getting started with Cognos TM1 Performance Modeler . . . . . . . . . . 5 Logging on to Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Starting Cognos TM1 Performance Modeler . . . . . . . . . . . . . . . . . . . . . . . . . 6 Organizing your content using folders . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

    Creating folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Viewing control objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    Viewing object details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Show Data Flow in Cognos TM1 Performance Modeler . . . . . . . . . . . . . . . . . . . . 8 Looking at multiple views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Analyzing object dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Chapter 3. Designing models and applications . . . . . . . . . . . . . . . . . . 13 Model design. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

    Defining dimensions for your model . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Building cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Linking cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Creating rules and processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

    Application design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Defining an approval hierarchy. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Deploying multiple applications to different slices of the same cube . . . . . . . . . . . . . . . 15 Defining views and websheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Deploying the application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Defining security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Activating an application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Configuring commentary on applications . . . . . . . . . . . . . . . . . . . . . . . . 19

    Chapter 4. Creating and formatting dimensions . . . . . . . . . . . . . . . . . . 21 Creating new dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

    Creating calculation dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Creating time dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Creating versions dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Creating hierarchy dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Creating generic dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Changing the dimension type . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

    © Copyright IBM Corp. 2012, 2013 iii

  • Editing dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Creating a numeric attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Creating a text attribute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Creating an alias attribute in a dimension . . . . . . . . . . . . . . . . . . . . . . . . 30 Editing the dimension display options . . . . . . . . . . . . . . . . . . . . . . . . . 30 Adding a single member to a dimension . . . . . . . . . . . . . . . . . . . . . . . . 31 Adding multiple members to a dimension . . . . . . . . . . . . . . . . . . . . . . . . 31 Removing a member from a consolidation . . . . . . . . . . . . . . . . . . . . . . . . 31

    Formatting members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Formatting a member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Creating subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Creating dynamic subsets. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Applying a filter to a subset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Creating pick lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Chapter 5. Creating cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Creating a cube using dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

    Dropping dimensions on a new cube . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Using the keyboard to add dimensions . . . . . . . . . . . . . . . . . . . . . . . . . 40

    Adding dimensions to the cube. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Removing dimensions from the cube . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Changing the order of dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Viewing the rules of a cube . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

    Creating a rules object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Defining a cube view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

    Creating a new cube view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Expanding and collapsing consolidations . . . . . . . . . . . . . . . . . . . . . . . . 44 Pivoting dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Hiding members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Defining a view based on subsets and selected members . . . . . . . . . . . . . . . . . . . 45 Editing a working subset from a view . . . . . . . . . . . . . . . . . . . . . . . . . 46 Changing the working subset of a view . . . . . . . . . . . . . . . . . . . . . . . . . 47

    Cube calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Creating a cube calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Creating a cube calculation that references data from other cubes . . . . . . . . . . . . . . . . 51 Creating a cube calculation in a security control cube . . . . . . . . . . . . . . . . . . . . 53 Modifying the context of a cube calculation. . . . . . . . . . . . . . . . . . . . . . . . 54 Modifying cube calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

    Chapter 6. Creating links . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Specifying source and target cubes . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Establishing correspondence and mapping dimensions . . . . . . . . . . . . . . . . . . . . . 58

    Slicing on dimension members . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Breaking a correspondence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Changing the mapping type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

    Setting the link implementation type . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Generating and running link processes . . . . . . . . . . . . . . . . . . . . . . . . . 61

    Using pick lists as virtual dimensions in links . . . . . . . . . . . . . . . . . . . . . . . . 62 Using dimension attributes as virtual dimensions in links . . . . . . . . . . . . . . . . . . . . 62 Creating internal links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Creating drill-through objects in links . . . . . . . . . . . . . . . . . . . . . . . . . . 64

    Adding a drill-through process to an application . . . . . . . . . . . . . . . . . . . . . . 64 Link validation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

    Repairing links . . . . . . . . . . . . .

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