IBM Cognos TM1 Version 10.1.0: TM1 Applications...

IBM Cognos TM1Version 10.1.0

TM1 Applications Guide

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NoteBefore using this information and the product it supports, read the information in “Notices” on page 55.

Product Information

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

Microsoft product screen shot(s) used with permission from Microsoft.

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Contents

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

Chapter 1. What's new . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1New features in version 10.1.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Enhancements to Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . 1

New types of application are available. . . . . . . . . . . . . . . . . . . . . . . . . . 1Select which client to use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Warning messages when taking ownership away . . . . . . . . . . . . . . . . . . . . . . 2Releasing ownership. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Cognos TM1 Applications enhancements in Cognos TM1 Performance Modeler . . . . . . . . . . . . 2Add comments to a cell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Changed features in version 10.1.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Websheets available in TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . 3

Chapter 2. Getting Started with Cognos TM1 Applications . . . . . . . . . . . . . . 5Set Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Open Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Review Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Submit Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Submitting a consolidated node or a single leaf node . . . . . . . . . . . . . . . . . . . . . 8Submitting all leaf nodes under a consolidated node . . . . . . . . . . . . . . . . . . . . . 8Submitting all leaf nodes and a consolidated node. . . . . . . . . . . . . . . . . . . . . . 8

Ownership, Bouncing, and Releasing . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Add comments to TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Chapter 3. Working with Data . . . . . . . . . . . . . . . . . . . . . . . . . . 11Parts of the Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Navigating Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Editing and Replacing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Copying and Pasting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Quick Data Entry Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Using Shortcuts in Different Clients . . . . . . . . . . . . . . . . . . . . . . . . . . 19Using Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Applying a Data Spread across Multiple Leaf Nodes from a Consolidated Node . . . . . . . . . . . 21Excluding Cells from Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . . . 22Excluding Consolidations from Data Spreading . . . . . . . . . . . . . . . . . . . . . . 22

Filtering a Cube View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Drilling Through to Detailed Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Using Sandboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Using Cognos TM1 Application Web and other interfaces in a single Application . . . . . . . . . . . . 25Websheets in Cognos TM1 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 4. Managing Changes to the Grid . . . . . . . . . . . . . . . . . . . . 27Working with Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Try It Yourself - Tear Off a Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Stacking Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Try It Yourself - Stack a Dimension . . . . . . . . . . . . . . . . . . . . . . . . . . 28Replacing Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Try It Yourself - Replace Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . 28Editing Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

© Copyright IBM Corp. 2007, 2012 iii

Building a Simple Subset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Displaying the Advanced Subset Editor . . . . . . . . . . . . . . . . . . . . . . . . . 30Creating Custom Consolidations . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Chapter 5. Working with Charts . . . . . . . . . . . . . . . . . . . . . . . . . 41Changing the Chart Type, Colors, Legend, and 3D View . . . . . . . . . . . . . . . . . . . . 41Changing Chart Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Changing Basic Chart Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Changing the Chart Legend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Changing the 3D Style. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Changing Chart Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Changing the X-axis and Y-axis . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Changing the Appearance of Your Chart. . . . . . . . . . . . . . . . . . . . . . . . . 45

Expanding and Collapsing Consolidations in a Chart . . . . . . . . . . . . . . . . . . . . . 46Drilling from a Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Chapter 6. Exporting Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Chapter 7. Managing IBM Cognos TM1 Performance Modeler in the portal . . . . . . 49Activating an application in a portal . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Exporting an application from the portal . . . . . . . . . . . . . . . . . . . . . . . . . 49Importing an exported application to the portal . . . . . . . . . . . . . . . . . . . . . . . 49Resetting an application in the portal . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Managing rights for the application . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Setting properties in the Applications Portal . . . . . . . . . . . . . . . . . . . . . . . . 51Setting Applications configuration options . . . . . . . . . . . . . . . . . . . . . . . . . 52

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

iv IBM Cognos TM1 Version 10.1.0: TM1 Applications Guide

Introduction

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

Finding information

To find IBM Cognos product documentation on the web, including all translateddocumentation, access one of the IBM Cognos Information Centers(http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp). ReleaseNotes are published directly to Information Centers, and include links to the latesttechnotes and APARs.

Samples disclaimer

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

Accessibility features

This product does not currently support accessibility features that help users witha physical disability, such as restricted mobility or limited vision, to use thisproduct.

Forward-looking statements

This documentation describes the current functionality of the product. Referencesto items that are not currently available may be included. No implication of anyfuture availability should be inferred. Any such references are not a commitment,promise, or legal obligation to deliver any material, code, or functionality. Thedevelopment, release, and timing of features or functionality remain at the solediscretion of IBM.

© Copyright IBM Corp. 2007, 2012 v


vi IBM Cognos TM1 Version 10.1.0: TM1 Applications Guide

Chapter 1. What's new

This section contains a list of new, changed, and removed features for this release.

It will help you plan your upgrade and application deployment strategies and thetraining requirements for your users.

To locate the most current product documentation, go to the IBM Cognos TM1information center (http://publib.boulder.ibm.com/infocenter/ctm1/v10r1m0/index.jsp)

New features in version 10.1.0Listed below are new features in IBM Cognos TM1 since the last release.

Enhancements to Cognos TM1 ApplicationsThere have been several enhancements to Cognos TM1 Application Web:

The Cognos TM1 Applications portal and workflow pages have a new look anduse new icons for the status and workflow states.

See Chapter 2, “Getting Started with Cognos TM1 Applications,” on page 5.

New types of application are availableIBM Cognos TM1 Application Web Application Web now offers three types ofapplications.

ApprovalA bottom-up, submission-based workflow with review, edit, and submitrights. Typically these applications use current data with a fixed time scaleto complete and offer the ability to lock the data after submission. Takingownership is required in an approval-based application.

ResponsibiltyAn ongoing, rolling type of workflow with review and edit rights that istypically used for sales planning. This type of application requires anapproval hierarchy but does not use submission or locking of data sincedata entry is ongoing, with no fixed deadline

CentralA workflow designed to manage central assumption data needed tomaintain the applications. In these types of applications the data istypically controlled by corporate level users instead of sales or contributorusers and often contains data such as price, cost, and merit increase.Central applications may be deployed to the Cognos TM1 Application Webclient, or to Cognos Insight in Connected mode. They cannot be deployedto Cognos Insight in Distributed mode.

See the IBM Cognos TM1 Performance Modeler Guide for more information aboutdesigning these different types of applications.

© Copyright IBM Corp. 2007, 2012 1

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Select which client to useYou can select which client to use from the application.

If the Modeler has deployed the Application to more than one client, you canright-click the application and select which client to use. Depending on the model,not all clients are always available.

See the IBM Cognos TM1 Performance Modeler Guide for details.

Warning messages when taking ownership awayA warning message informs users who are about to take ownership away fromother users.

Warning messages are now available to indicate that taking ownership of a nodemay affect other users.

In previous releases, no message was given when a new owner "bounced"ownership of a node. Using a new pmpsvc_config.xml parameter, administratorscan indicate the scope of ownership that triggers a warning message. Settingsinclude:

All Triggers a warning message to a user about to take ownership if there areany other owners of that node whether they are currently active or not.

Active Triggers a warning message to the user about to take ownership only whenthere are other active users of the node. The warning is not triggered ifthere are other owners who are not currently active on that node.

None Does not trigger a warning message to the user about to take ownershipaway from any users, regardless of their active or ownership status.

See “Ownership, Bouncing, and Releasing” on page 8.

Releasing ownershipA new feature allows users to release ownership.

Previously the only way to relinquish ownership of a node was for another user totake ownership away. Now, after you have taken ownership of a node in IBMCognos TM1 Application Web , you can use the Release workflow action to allowother users to gain access to the node. In earlier releases a user was able to takeownership without a current owner being aware of that action (bouncing).

See the "Using the Toolbar" topic in the "Working with Data" chapter of the IBMCognos TM1 Applications Guide

Cognos TM1 Applications enhancements in Cognos TM1Performance Modeler

The following new IBM Cognos TM1 Applications features are described in theIBM Cognos TM1 Performance Modeler Guide but they can be seen when usingCognos TM1 Applications.v Activation or deactivation of an application is recognized by the Cognos TM1

Performance Modeler.Before you can edit data in cubes used in an Active Application which containsthe approval hierarchy (for Responsibility and Approval application types) inCognos TM1 Performance Modeler, first go to the Cognos TM1 Applications port

2 IBM Cognos TM1 Version 10.1.0: TM1 Applications Guide

and deactivate the application. Alternatively, you can instead use one of theclients to edit the data, as a non-administrator user would.

v Administrators can add a new server without being an administrator on thecurrent Cognos TM1 server.

v When a user takes ownership of a node:For a Responsibility or Approval application, the user is given exclusive writeaccess to all the Views containing the approval hierarchy. For any Views in theapplication that don't contain the approval hierarchy, the ability to edit dependson usual Cognos TM1 object securityFor a Central application, the user is granted exclusive write access to all theViews in the application. There is no notion of Submit for a Central application,but the user may choose to Release ownership once their work is complete. Auser of a Central application type is not required to take ownership to be able toedit data.

v Warning messages are posted if certain Cognos TM1 configuration settings arenot set.

See the IBM Cognos TM1 Performance Modeler Guide for more details.

Add comments to a cellYou can add comments to a cell to track changes or add information.

Comments can be added per approval hierarchy node and provide a way to trackchanges or provide more information about a cell's contents.

See “Add comments to TM1 Applications” on page 9.

Changed features in version 10.1.0Listed below are changes to features in IBM Cognos TM1 since the last release.

Websheets available in TM1 ApplicationsWebsheets are now available as an object in IBM Cognos TM1 Applications.

As an object in your application, websheets offer enhanced view formattingoptions, Action Buttons to run different views, and the ability to launchTurboIntegrator processes as part of the view. As with other objects, once you haveidentified which Websheets are needed by the application, you can drag theWebsheet into the Design pane.

See the "Working with Websheets" chapter of the IBM Cognos TM1 User Guide formore information.

Chapter 1. What's new 3


Chapter 2. Getting Started with Cognos TM1 Applications

IBM Cognos TM1 Applications is the comprehensive infrastructure used to powerand manage Cognos TM1 planning applications.

Cognos TM1 Applications serves as the basis for organizing and managingapplications. Application modelers offer the choice of using Cognos TM1Application Web, Cognos Insight in distributed or Cognos Insight in connectedmode to contribute to their applications. In addition, Cognos TM1 PerformanceModeler can be launched from Cognos TM1 Applications and is used by modelersto plan and build the data structures on which applications are based.

Each of the clients available through Cognos TM1 Applications has advantages,and the modeler makes the determination of which to offer based on severalfactors.

Cognos Insight

v Cognos Insight offers a flexible and interactive experience with a choiceof distributed or connected modes.

v In its distributed mode, Cognos Insight uses an interactive canvas layoutfor planning and analysis applications that provides responsive, rapiddiscovery and navigation.

v Since calculation and query processing in a distributed architectureoccurs locally only after the slice of data downloads, administrators candeploy Cognos Insight applications to more distributed users from thesame central server hardware.

v Cognos Insight cannot be used on applications that contain websheets.

Cognos TM1 Application Web

v Cognos TM1 Application Web is a good choice when you need a highdegree of formatting or when you do not want to install the CognosInsight component on your local machine.

v Cognos TM1 Application Web offers the rich formatting provided bywebsheets, in addition to slices and other detailed navigation of cubedata.

v Applications that use a canvas layout show a simple multi-tabbed viewwhen used with Cognos TM1 Application Web.

Either Cognos Insight (in either distributed or connected mode) or Cognos TM1Application Web can be used interchangeably if the application uses cube viewsalone and has multiple sandboxes disabled. You can select which client you wantto use on these applications.

To choose a client, select the application and right-click to display the clientsavailable for that application.

Set PreferencesSpecify preferences for IBM Cognos TM1 Application Web, including the numberof entries in the list view, type of separator, and style.


You can also change the layout of the view and regional options includinglanguage and time zones.

Procedure1. Open a Web browser. Type the Web address supplied by your administrator in

the address bar, typically http://<server_name>:<port_number>/pmpsvc

2. Type in your user ID and password and click OK.

3. Click the My Preferences button and specify the settings you want tochange.

Open Cognos TM1 ApplicationsTo start reviewing or adding data, you must have an intranet or Internetconnection.

Procedure1. Open a Web browser. Type the Web address supplied by your administrator in

the address bar, typically http://<server_name>:<port_number>/pmpsvc

2. Type in your user ID and password and click OK.3. Click on the application to which you want to contribute.

On the workflow page, you see a graphical overview of all the areas for whichyou are responsible and the status of the data.

4. To start using Cognos TM1 Applications, in the tree on the left side of thescreen, expand the approval hierarchy tree to select a node or click on a nodein the table.Tip: To see the details panel for more information about a node, click the bluedown arrow.

WorkflowThe Workflow screen displays when you log on. It consists of a tree, a table, andapproval hierarchy.

The tree on the left side of the screen shows, in a hierarchical form, the areas thatyou are responsible for contributing to and reviewing. The exact items you see inthe tree depend on your specific rights in the application. When you click an itemin the tree, a table with the details for the item displays on the right side of thescreen.

An item in the tree or table is known as a node. Typical examples are SalesDivision, Marketing Division, Development Division, and Cost Center. The namesdepend on the design of your application.


The Tree

Each item in the tree has an icon that indicates the current state of the data.

Table 1. Workflow States

Icon State and description

Available

The node has not been opened and the data has notbeen changed or saved.

Reserved

The user has taken ownership of the node and data inthis state can be submitted for review.

Locked

The data was submitted and the item was locked. Datain this state is read-only. If an item is rejected, its statereturns to Reserved.

Incomplete

At least one item belonging to this item is Available,and at least one other item is in a state of Reserved,Locked, or Ready. Data in this state was aggregated.The Incomplete state applies only to review items.

Ready

All items belonging to the reviewer are locked. The datais ready to be submitted to the next level in thehierarchy.

Review DataYou are responsible for reviewing the nodes as identified on the Workflow screen.

When you have appropriate rights to nodes, you can view them in any state. Youcan view more than one node at a time, but each node that you open from theWorkflow page opens in a separate window. If you have the appropriate rights fora consolidated node, you can view, edit and submit data for all of the related leafnodes right in the same grid window by using the approval dimension drop-downlist to switch between the nodes in the hierarchy.

When a node has been submitted for review, it becomes Locked .

If you are not satisfied with the contents of a node, and you have appropriaterights, you can reject it, either from the workflow screen, or from the grid byclicking the Reject button . The state of a rejected node changes from Locked toReserved .

When you have submitted all contribution nodes in a review, it has a Ready state

. If you are satisfied with all the contents, submit the node .

Chapter 2. Getting Started with Cognos TM1 Applications 7

Submit DataYou submit a node to the next reviewer in the planning model hierarchy when youare satisfied with the data it contains.

After you submit the node, it is locked and you can make no further changes tothe data. The reviewer can either accept or reject the changes that you made to thenode.

To submit data, you must have submit rights. If your administrator has enabledmultiple sandboxes you cannot submit your node from the workflow page. If youare using multiple sandboxes you must select the sandbox you want to submit inCognos TM1 Application Web.

Depending on the current node you are working with and the rights you have forthat node, you can submit a single leaf node, multiple leaf nodes or a consolidatednode.

Submitting a consolidated node or a single leaf nodeUse the submit icon to submit a consolidated node or a single leaf node.

Procedure

From the toolbar click the Submit icon .

Submitting all leaf nodes under a consolidated nodeUse the Submit Leaf Children option to submit all leaf nodes under a consolidatednode.

Procedure

From the toolbar, click the Submit leaf children icon .

Note: This action submits only the leaf nodes to which you have the appropriaterights.

Submitting all leaf nodes and a consolidated nodeIf you are the owner of a consolidated node and related leaf nodes, and want tosubmit both the consolidated and leaf nodes at the same time, you must performthe steps separately.

Procedure

1. From the toolbar, click the Submit leaf children icon .

2. From the toolbar, click the Submit icon .

Ownership, Bouncing, and ReleasingOnce you have taken ownership of a node, other users cannot access its data.


After taking ownership, use Release ownership to release the data so other people

can use it . In TM1 Application Web , you must submit all nodes at the level atwhich you take ownership and you can only release ownership at the level youhave taken ownership. For example, if you have taken ownership of a parent node,then decided that you wanted to submit a child node individually, you would firsthave to Release your ownership of the parent node, then take ownership of thechild node in order to submit only the child node. You could then Releaseownership of the child node and re-take ownership of the parent node.

If you attempt to take ownership of a node that is currently owned by anotheruser, the system can provide a warning message and offer the opportunity tocancel out of taking ownership. Your administrator can configure thepmpsvc_config.xml to control whether a user who is about to "bounce" ownershipof a node receives a warning message and the chance to cancel out. The setting hasthree possible values:

Never Users are not informed if taking ownership would result in other userslosing ownership.

Active The user attempting to take ownership gets a warning message that thereare other users actively working in the TM1 Application Web client on thatnode. The user can decide to cancel the action of taking ownership orcontinue to take ownership regardless of active users on the node.

AlwaysThe user attempting to take ownership gets a warning message if there areactive or non-active owners of the node. The user can decide to cancel theaction of taking ownership or continue to take ownership regardless ofactive or non-active users on the node.

Add comments to TM1 ApplicationsIn applications with approval hierarchy you can add comments to the node or cell.

When an application is viewed in the portal, you can add comments to an entireapplication, to a node, or to a cell.

The comments that have been added to an application display in the Commentsstatus field.

You can click on a comment to open and edit it in the lower pane of the portal.The columns in this display can be used to sort the information displayed. Dateand time when the comment was added is displayed in addition to the title for thecomment and the comments themselves.

You can enter comments for a specific cell in either Cognos TM1 Application Webor in Cognos Insight. These cell comments may be applied from within the clientto any application type, whether it has an approval hierarchy or not. Cellcomments are not displayed in the list of comments in the workflow pages, asthese relate only to comments against approval hierarchy nodes.

See the IBM Cognos TM1 Performance Modeler Guide for more details aboutconfiguring comments in the model.

Chapter 2. Getting Started with Cognos TM1 Applications 9


Chapter 3. Working with Data

Adding or editing data in the web client allows you to submit information to yourdatastore. To modify data, your system administrator must grant you access.

Data that you can edit has a white background. Read-only data has a graybackground. If you are not the current owner, the data opens in a read-only view.

To start adding or editing data, click Take Ownership .

You can edit data only if it has a workflow state of Available or Reserved .The icons indicate the workflow state.

Ownership availability for a particular node can be changed depending on howthe parent node is opened. For example, contributors and reviewers who open theparent node in IBM Cognos Insight are not able to take ownership of the node. Seethe IBM Cognos TM1 Performance Modeler Guide and IBM Cognos Insight Guides fordetails on ownership and nodes.

After taking ownership, use the Release icon to release the data so otherpeople can use it . In Cognos TM1 Application Web, you must submit all nodes atthe level at which you take ownership and you can only release ownership at thelevel you have taken ownership. For example, if you have taken ownership of aNew England node, then decided that you wanted to submit an child node such asMassachusetts individually, you would first have to Release your ownership of theNew England node, then take ownership of the Massachusetts node in order tosubmit only the Massachusetts node. You could then Release ownership of theMassachusetts node and re-take ownership of the New England node.

If you attempt to take ownership of a node that is currently owned by anotheruser, the system can provide a warning message and offer the opportunity for theuser to cancel out of taking ownership. Your administrator can configure thepmpsvc_config.xml in one of three ways to control whether a user who is about to"bounce" ownership of a node receives a warning message and the chance tocancel out:

Never Users are not informed if taking ownership would result in other userslosing ownership.

Active The user attempting to take ownership gets a warning message that thereare other users actively working in the Cognos TM1 Application Web clienton that node. The user can decide to cancel the action of taking ownershipor continue to take ownership regardless of active users on the node.

AlwaysThe user attempting to take ownership gets a warning message if there areactive or non-active owners of the node. The user can decide to cancel theaction of taking ownership or continue to take ownership regardless ofactive or non-active users on the node.


Parts of the WorkspaceThe workspace is comprised of multiple parts.

The following parts are found in the workspace:v Tabs

A separate tab represents each view in the application.v Dimension Bar

Toolbar area that shows the dimensions that are in the rows, columns, andcontext.

v DimensionsEach dimension displays as a collection of related data, such as products ordates.

v GridThe area where you add or edit data at the intersection of a column and row.

v Grab HandlesSpecific area where you can grab a dimension or tab to move it around the grid.

TabsA tab is a collection of dimensions and that represents a view. Each tab typicallycontains a specific dimension that is not common to other tabs.

Usually, this dimension defines the function of the tab. However, tabs also sharecommon dimensions, such as months, budget versions, and divisions that are oftenused to filter the grid.

DimensionsDimensions define the grid of the tab, forming the rows, columns, and context. Adimension is a list of related items that often include calculations.

Dimensions can include lists of departments, products, customers, months, andprofit and loss or balance sheet line items.

All dimensions within a tab determine the information shown in the grid. Whiledimensions in rows or columns display all of the items in their lists, contextdimensions filter the grid to display only information for the active item.

Row and Column DimensionsThe row and column dimensions are shown on the Dimension Bar.

Placing a dimension into a row or column displays each of its list items as aheading, and a cell is created for every intersecting row and column.

Basic Layout

The basic layout has one row and one column dimension on the dimension bar.


Nested Layout

Nesting dimensions on the rows or columns increases the amount of data visibleon the grid and lets you view more specific information. For example, thefollowing grid has two dimensions nested on the rows.

Note: Each parent dimension item of a nested row or column contains repeatedchild dimension items. Each dimension added to a row or column multiplies thenumber of rows or columns by the number of items in the nested dimension.

Context DimensionsContext dimensions do not appear on the rows or columns but filter the context ofthe grid. While row and column dimensions display all of their list items in thegrid, context dimensions limit the items in the grid by displaying only informationrelated to the active item in the dimension.

Multiple context dimensions may exist, and each context dimension filters theinformation in the grid cumulatively. You can change the context of the grid bychanging the context dimensions on the Dimension Bar.

Chapter 3. Working with Data 13

Using rows and columns alone to find specific data may decrease readability.Using context dimensions alone to view general data may also limit readability. Bynesting dimensions and filtering context you can make data entry and gridnavigation easier.

Using the toolbarThe IBM Cognos TM1 Application Web toolbar buttons provide shortcuts tocommonly used commands.

The following table describes each button in the toolbar.

Icon Button Name Description

Take ownership To make changes to data, you must firsttake ownership.

Release ownership After taking ownership, Releaseownership allows other users to access thedata.

Submit Submitting data makes it public, locks thenode from further changes, and promotesthe contribution to the reviewer.

Submit leaf children Submits all leaf nodes to which you havethe appropriate rights for the currentconsolidated node.

Reject As a reviewer, you can reject a submittedcontributions.

Commit Committing data makes it public, butdoes not lock it from additional changes.

Export Exports data in the following formats:

Slice to Excel - Exports data and formulas(SUBNM and DBRW functions) to a newExcel spreadsheet. The spreadsheetmaintains a connection with the server. ToSlice to Excel you must have MicrosoftExcel installed on the web server.

Snapshot to Excel - Exports data to a newExcel spreadsheet, excluding the formulas(SUBNM and DBRW functions). Thespreadsheet does not maintain aconnection with the server.

Export to PDF - Exports data to a PDFfile. You must install a PostScript printerfor the Export to PDF option to work. Fordetails, see the Installation Guide.

For more information, see Chapter 6,“Exporting Data,” on page 47.



Copy Copy data to duplicate it in other cells.

Paste Paste copied data into cells.

Reset Resets the data or layout. You can save ordiscard any changes you make to the dataor layout. Any changes you make are keptthe next time you open Cognos TM1Application Web.

Reset View: Reset CurrentView, Reset AllViews, Reset Tabs, Reset Both Views andTabs

Reset Data

Undo Undo the last data change. Rememberthat many data change actions can havean effect beyond the cells that are visible.Consolidated values, rule-calculatedvalues, cells included in Data spreading,or even cells in different views can all bechanged as a result of making a datavalue change in one cell. When you undothese actions, all effected values are alsochanged, even in cells not visible on theactive screen.

Redo Once a data change has been undone, youcan restore the change.

Swap rows and columns Swap rows and columns to have thedimension on the row switch with thedimension on the column.

Suppress Zero Values There are two Suppress Zeros options:

Suppresses Zeros on Rows

Suppresses Zeros on Columns

View Grid Displays the data in a grid format.

View Chart and Grid Displays the data in both grid and chartformats.

View Chart Displays the data in a chart format.



Chart Properties Displays the Chart Properties menuoptions:

Chart Type

Color Palette

Toggle Chart Legend

Toggle 3D View

Chart Properties

Recalculate Updates and recalculates data in the view.Data changes are not committed back tothe server until the data is committed orsubmitted.

Sandbox Create sandboxes to work with data indifferent versions.

Navigating PagesYou can move from one part of a large cube view to another by navigating thepages.

A Paging toolbar is provided with navigation buttons and a Page indicator, locatedin the lower-right corner. In the following cube view, the visible portion of the gridis the first of seven pages.

The following table contains the Paging toolbar buttons and indicator with theirdescriptions.

Paging Toolbar


Button orIndicator Name Description

Display Pages Displays the TM1 View Page Layout dialog boxwith a layout of all pages. Click a page, and clickGoto Page to navigate to a specific page. Forexample, click Page 4, and click Goto Page tonavigate to page 4.

Previous Page(Rows)

Shows the previous page of rows.

Next Page (Rows) Show the next page of rows.

Next Page(Columns)

Shows the next page of columns.

Previous Page(Columns)

Shows the previous page of columns.

Page Indicator Displays the current page and the total numberof pages of cells in the view.

Editing and Replacing DataYou can edit data in leaf cells, providing you have Write access to those cells.

Leaf cells appear with a white background.

Procedure1. Edit a value in a white cell in one of the following two ways.

v Replace the value - Click a value in a white cell and the cell becomeshighlighted indicating that it is in Edit mode. You can then replace theexisting value in the cell by typing over it.

v Edit the value - Double-click a value in a white cell and the cell becomesbordered with white background and a blinking cursor. You can nowselectively edit the existing value by using the left and right arrow keys onyour keyboard to position the cursor within the value. You can also use theBackspace and Delete keys to remove single numbers from the value.

2. After entering a new number, press Enter. The grid refreshes to display thenew data, all new and unsaved data displays blue.If you enter or change data and click on another cell, the grid does not refreshand the changed data displays green.

Copying and Pasting DataCopy commands copy a value or operation to the left, right, above, or below rowsand columns on a single tab.

Copy commands only apply to cells of the same type as the original cell. Thesecommands only apply to the current grid. These commands apply to breakbackcells, but do not apply to nested, hidden, or collapsed dimensions.


You can combine copy and data entry commands, however, do not use them withthe Grow command.

The following table lists the quick copy commands.

Command Description Action

> Copies right Example: 5>

Copies the number 5 to the right

Example: inc6>

Increases the row by 6% for each value tothe right

< Copies left Example: add15<

Adds 15 to each value in the row to the left

<> Copies left and right acrossthe entire row

Example: <>5

Copies the number 5 left and right across arow

|^ Copies up and down in acolumn

Example: |^5

Copies the number 5 up and down in acolumn

| Copies down Example: 3|

Copies the number 3 down the column

^ Copies up Example: hold^

Holds the cell values up the column

Example: 2>^

Copies the number 2 to the right and upthe column

Quick Data Entry CommandsTyping a data entry command in a cell performs an action on the cell value.

Data entry commands are processed when you press Enter. These commands onlyapply to the current grid.

These commands are not case-sensitive.

You can use commands across two dimensions, but not across pages.

The following table lists the quick data entry commands.


Command Description Action

K Enters the value in thousands. Example: 5K

Enters 5,000

M Enters the value in millions. Example: 10M

Enters 10,000,000

Add, + Adds a number to the cell value. Example: Add50

Adds 50 from the cell value

Subtract, Sub, ~ Subtracts a number from the cellvalue.

Important: A minus sign (-) is notpermitted for subtract because thisindicates a negative number.

Example: sub8

Subtracts 8 from the cell value

Percent, per Multiplies the cell value by anumber added as a percentage.

Example: per5

Gives 5% of the original cellvalue

Increase, Inc Increases the cell value by a numberadded as a percentage.

Decrease, Dec Decreases the cell value by a numberadded as a percentage.

Example: decrease6

Decreases the cell value by 6%

GR Grows cells by a percentage. Example: GR>150:10

Increases the value by 10percent starting with a value of150.

Hold, Hol, H, HC Holds the cell value from breakbackcalculations. HC holds theconsolidated level.

Release, Rel, RH,RC

Releases held cells.

RA Release all held cells.

Using Shortcuts in Different ClientsThere are shortcut keys available in the IBM Cognos TM1 Application Web client.

The following table shows the shortcut keys available in the IBM Cognos TM1Application Web client and in Cognos TM1 . Note that not all shortcuts availablein IBM Cognos Business Intelligence Planning Contributor are also available inCognos TM1 . See also the notes at the end of the table for important informationabout using shortcut keys.


Cognos Application Web Cognos TM1

Add10 P+10

Sub10 P~10

Increase10 P%+10

Decrease10 P%~10

Percent10 P%10

Add10> or >Add10 R+>10

Sub10> or >Sub10 R~>10

Increase10> or >Increase10 P%+>10

Decrease10> or <Decrease10 P%~>10

Percent10> or >Percent10 P%>10

>10 R>10

10> R>10

>10K R>10000

>10M R>10000000

10Grow100Compound> GR>10:100

10Grow100Linear> GR>10:100

10Gro100Com> GR>10:100

10Gro100Lin> GR>10:100

10G100C> GR>10:100

10G100L> GR>10:100

10Grow100> GR>10:100

1K 1000 (The number ending in K is multiplied by1000 at the client end and returned to the server)

1M 1000000 (The number ending in M is multiplied by1000000 at the client end and returned to theserver)


v When a shortcut such as 10K is entered, the numbers are multiplied by 1000, or1000000 at the client end and then the shortcut is converted to the equivalentspreadcode.

v The Cognos TM1 spreadcodes cannot be used in combination with CognosBusiness Intelligence Planning Contributor shortcuts. For example. P%Add10 orRPAdd10 are not allowed. Also, Cognos Planning Contributor shortcuts cannot beused in combination with Cognos TM1 shortcuts. For example, Add10Sub20 is aninvalid entry.

v The Cognos Business Intelligence Planning Contributor shortcuts of Multiply,Divide, Power and Reset are not available in TM1 .

v All Grow commands whether Compound or Linear, are converted to the CognosTM1 GR spreadcode command. GR command can only do a Linear Growth

v The direction of spread can be entered at the start or the end of the shortcut.Shortcut strings with the direction in the middle are invalid. For example,Add10> or >Add10 are correct, but Add>10 or Add1>0 are invalid.

v All shortcut codes are not case sensitive. For example, add10, Add10, or aDD10produce the same result.

Using Data SpreadingYou can use data spreading to enter or edit numeric data using a predefineddistribution method, called a data spread method.

For example, you can evenly distribute a value across a range of cells, or incrementall values in a range of cells by a percentage. For details on data spread methods,see "Using Data Spreading" in the IBM Cognos TM1 User Guide.

Procedure1. To spread data, right-click a cell and click Data Spread.2. From the Spreading menu, select any data spread method.

Note: TM1 Web saves the spread values to the server. You do not need tosubmit the data after TM1 Web completes the spread.

Applying a Data Spread across Multiple Leaf Nodes from aConsolidated Node

When you are the owner of a consolidated node and related leaf nodes, you canuse data spreading from the consolidated node level to update the cell values inmultiple leaf nodes without having to separately open and edit each leaf node.

The new values are proportionately applied only to the underlying leaf nodes towhich you have rights. Cells in the leaf nodes to which you do not have rights arenot updated.

For example, if you have ownership rights to the hierarchy for the North America,US and Canada nodes, you can perform a data spread on a consolidated cell in theNorth America node and the new values will be applied to the related cells in theUS and Canada leaf nodes.

Procedure1. Open a consolidated node in the data grid.2. Right-click on a consolidated cell and click Data Spread.3. From the list, select a data spread method.


Excluding Cells from Data SpreadingYou can apply a hold to cells to prevent those cells from being affected by dataspreading. You can still edit held cells.

The holds apply only to the user initiating the feature; other users can edit heldcells.

Apply a hold to a single cell or rangeYou can apply a hold to a single cell or range.

Procedure1. Select the cell or range.2. Right-click the cell or range.3. Click Holds, Hold Leaves.

Results

Each held cell displays a red triangle in the lower-left corner as a visual indicationthat you applied a hold to that cell or range. When you log off, all holds arereleased.

Release a hold on a single cell or rangeYou can release a hold on a single cell or range.

Procedure1. Select the cell or range of cells.2. Right-click the cell or range.3. Click Holds, Release Leaf Holds.

Results

The released cells can accept values from data spreading operations.

Note: To release all holds that you applied to all cubes, right-click any cell in anycube, click Holds, Release All Holds.

Excluding Consolidations from Data SpreadingYou can hold the value of a consolidation constant while adjusting the underlyingleaf values. For example, when performing a what-if analysis you might want tohold a value constant while changing the values of the leaves.

When you apply a consolidation hold and change the value of its leaf elements,proportional spreading is applied to the remaining leaf values so that theconsolidation value remains unchanged.

Apply a consolidation hold to a single cell or rangeYou can apply a consolidation hold to a single cell or range.

Procedure1. Select the cell or range.2. Right-click the cell or range.3. Click Holds, Hold Consolidate.


Results

Each held consolidation displays a red triangle in the lower-left corner of a cell asa visual indication that you applied a hold to that cell or range. When you log off,all holds are released.

Release a consolidation hold on a single cell or rangeYou can release a consolidation hold on a single cell or range.

Procedure1. Select the cell or range of cells.2. Right-click the cell or range.3. Click Holds, Release Consolidate.

Results

The consolidated value can now reflect any changes that you make to theunderlying leaf values.

Note: To release all holds that you applied to all cubes, right-click any cell in anycube, click Holds, Release All Holds.

Filtering a Cube ViewYou can filter data in a cube view that contains a single row dimension and one ormore column dimensions.

When you have two or more dimensions along the columns, you can filter onlyfrom the innermost dimension, that is the dimension closest to the view grid.

Procedure1. Click the column element that contains the values that you want to filter.2. Select a filter.

v Pre-defined filter - Top 10, Bottom 10, Top 10 Percent, Bottom 10 Percent.The filter is immediately applied to the view.

v Advanced - You can define a custom filter by setting filter parameters in theFilter dialog box, as described in the following steps.

3. Select a Filter type.

Filter Type Description

TopCount Filters the view to display only the largest n elements, wheren is a number specified in the Value option.

BottomCount Filters the view to display only the smallest n elements, wheren is a number specified in the Value option.

TopSum Filters the view to display only the largest elements whosesum is greater than or equal to n, where n is a numberspecified in the Value option.


Filter Type Description

BottomSum Filters the view to display only the smallest elements whosesum is greater than or equal to n, where n is a numberspecified in the Value option.

TopPercent Filters the view to display only the largest elements whosesum is greater than or equal to n, where n is a percentage ofthe dimension total specified in the Value option.

BottomPercent Filters the view to display only the smallest elements whosesum is greater than or equal to n, where n is a percentage ofthe dimension total specified in the Value option.

4. Enter a numeric value in the Value box.5. Select a Sort order to display the dimension elements in the Cube Viewer in

ascending or descending order.6. Click OK.

Results

A small funnel icon displays next to the column element for which you created afilter.

Note: To remove a filter, click the column element for which you created the filter,and click Remove Filter.

Drilling Through to Detailed DataIBM Cognos TM1 Application Web provides drill-through capabilities that let youclick on a cell in the grid and drill-through to detailed data, which providesadditional information or context for the cell.

The detailed data is usually an extract from a relational database or a cube view.

When you create a slice from a view, any drill-through options available in thesource view are also available in the slice.

Procedure1. Right-click the cell for which you want to view detailed data.2. Click Drill.

If the cell is associated with a single source of detailed data, the data opens in anew window.If the cell is associated with two or more sources of detailed data, a list of thedata sources is displayed. Select the source you want to view and click OK.When the detailed data resides in a cube, a new instance of the cube vieweropens, displaying the detailed data.


Using SandboxesSandboxes allow you to work with your data in different versions, allowing you toadd or modify it to see the results in your budget. Changes that you make in asandbox are not made public until you commit, you can continue to work withyour data until you are satisfied with the result.

When you submit a sandbox, that sandbox becomes the default. Your administratormay have disabled sandboxes for your application.

You can have multiple sandboxes to work with different scenarios and viewdifferent data results. If you are working with multiple sandboxes, you mustsubmit from IBM Cognos TM1 Application Web, you can not submit from theCognos TM1 Workflow page.

Procedure1. Create a new sandbox by clicking the down arrow next to the sandbox button,

and clicking Create Sandbox.2. Click Create new to make a new sandbox or Copy from existing sandbox to

use a sandbox that you have already created as the basis for a new sandbox.Type a name and click OK.

3. Select the sandbox that you want to use from the drop-down menu.To submit a sandbox, select the sandbox from the drop-down menu, and click

the submit button from the toolbar.4. To delete a sandbox, click the down arrow next to the sandbox button, and

click Delete Sandbox.

Using Cognos TM1 Application Web and other interfaces in a singleApplication

IBM Cognos TM1 Applications stores a user's data entry in a designated area oftheir Personal Workspace until it is either committed to the base model or reset(cleared).

Likewise, when using other TM1 interfaces while in Personal Workspace WritebackMode, data entry is stored in a designated area of the user's Personal Workspaceuntil it is committed to the base model or reset. Uncommitted data in any interfacecan present problems for users expecting a consistent view of data across CognosTM1 Application Web and other Cognos TM1 interfaces.

When using TM1 Application Web and another TM1 interface (Microsoft Excel,Cube Viewer, TM1 Web) on a single TM1 Application the following rules apply:

Writeback mode Interface Committed dataUncommitted data(displays in blue)

Personal Workspace Cognos TM1Application Web

Data entry made herecan be viewed in allTM1 interfaces.

Data entry made inCognos TM1Application Web canbe viewed in otherinterfaces if you havebeen assignedSandbox Capability.See note below.


Writeback mode Interface Committed dataUncommitted data(displays in blue)

Other Cognos TM1Interfaces

Data entry made herecan be viewed in allCognos TM1interfaces.

Data entry cannot beviewed by CognosTM1 ApplicationWeb.

Direct Cognos TM1Application Web

Direct writeback mode is not available inCognos TM1 Application Web.

Other Cognos TM1Interfaces

All data entry can be viewed in otherinterfaces.

Note: Cognos TM1 Application Web-created sandboxes display in the sandbox listas [<sandbox name>]_[<approval hierarchy dimension name>].[<approval hierarchyselected element parent name^selected element name>]_[<Application Web application>]

Websheets in Cognos TM1 ApplicationsYou can use Websheets as an object available to IBM Cognos TM1 Applications.

To make a websheet available to a Cognos TM1 Applications, add it to the list ofobjects in Cognos TM1 Performance Modeler. Websheets provide additionalformatting flexibility and offer Action buttons to run different views or launchTurboIntegrator processes.

Once the websheet is listed in the Objects pane, drag it into the Views node of theapplication shown in the design pane.

Once you have identified the websheet to use, validate and re-deploy theapplication so that it uses the websheet.

Cognos Insight cannot use websheets. If you try to validate or deploy to CognosInsight, the application will not deploy.

Once a websheet is added, it shows up in the application as a new tab with itsassigned name.

Until you take ownership, any action button from the websheet is grayed out asunavailable.

IBM Cognos TM1 TurboIntergrator processes can be run using actions buttons onwebsheets. Be sure you have considered the effects of running a TurboIntegratorprocess before including it as part of a websheet.

The security defined by the approval hierarchy is followed for a websheetdeployed as part of a Cognos TM1 Application.


Chapter 4. Managing Changes to the Grid

You have the flexibility to arrange the grid and data organization to suit yourneeds. You can work with many tabs at one time, or freeze columns or rows foreasier scrolling in a particular tab.

You can also modify tab placement, data sorting, and zero suppression. The nexttime you open any node in the same application, your settings are retained.

Working with TabsYou can move and reorder tabs.

If you have more tabs than can fit in the window, the hidden tabs appear in thehidden tab control area. This area is indicated by a chevron , and also displaysthe number of hidden tabs. When you click on the chevron you can select a tab toview.

If you have multiple tabs torn off that have the same context dimensions, you canonly view shared members of that dimension. Unique members of the contextdimensions cannot be shown until the tabs are returned.

Try It Yourself - Tear Off a TabYou want to see the impact of a planned business trip on the overall corporateexpenses.

To accomplish this, you will have to tear off the Corporate Expenses tab, alsoknown as the reporting cube, to see the Travel Cost and Corporate Expenses tabstogether.

Procedure1. Grab the Corporate Expenses tab and drag it to the bottom of the grid, the

curser will change to multiple folders, keep dragging the tab until you see thedrop area highlighted and an arrow indicating the placement of the tab.Now the tabs are displayed vertically.

2. Click on the Travel Cost tab to make it active.3. Add data and press Enter to commit data in the Travel Cost tab. You will see

the data updated in the Corporate Expenses tab.4. To replace the torn tab, drag the tab to the center of the other tab area. The

source tab returns to the tab area. You can also revert the view by selectingReset Tabs from the Reset menu on the toolbar.

Stacking DimensionsYou can stack and reorganize views to change how they are displayed.

You can reset the grid by clicking the down arrow next to the Reset button andclicking Reset View. To reset data back to the previous save, click Reset Data. Youcan drag and drop views from the dimension bar into other areas of the dimensionbar or onto the grid, and organize them on the rows or columns to create the


desired grid layout. Note that a view persists in memory only as long as thebrowser view from which it originates remains unchanged. If the browser cache isemptied, the view does not persist.

Try It Yourself - Stack a DimensionYou want to see the differences in budget versions for the cost of supplies andcompare the budgets to costs for prior years. You will do this by stacking theversions dimension with the supply cost dimension on the rows.

Procedure1. On the Supply Costs tab, click and drag the 5 Versions dimension from the

context section of the dimension bar to the right edge of the row axis. Whenyou see the row axis become outlined to indicate the drop zone, release themouse button and the dimension is stacked on the rows.You can now see each supply type with the forecasts for budget version 1 and2, and the actuals for the prior 2 years.

2. You can move dimensions on the rows or columns back to the dimension barby selecting the dimension on the grab handle and dragging it onto the bar.

Replacing DimensionsYou can replace dimensions on an axis by dragging and dropping an alternatedimension on top of another dimension.

For example, you can drag a dimension from the column by clicking the grabhandle of the dimension and moving it on top of a dimension on the row. Whenyou see the replace drop zone, release the dimension.

Tip: You can swap the rows and columns to view your data differently. Forexample, if the months are on the rows, and marketing campaigns on the columns,you can swap the rows and columns to make it easier to view campaign costs overtime.

Try It Yourself - Replace DimensionsYou would like to see the individual types of marketing for each campaign. To dothis, you can swap the Marketing dimension with the Campaigns dimension onthe rows.

Procedure1. On the Marketing tab, select the grab handle of the Campaign 1 dimension

from the context.2. Drag the dimension on top of the 1 Marketing dimension on the rows. When

you see the rows outlined, release the Campaign 1 dimension. The sourcedimension now replaces the target dimension in the rows.

Editing SubsetsThe Subset Editor tool lets you define a subset for any dimension to limit thenumber of elements used in a row.


A dimension can have thousands of elements. It is unlikely, however, that anyview will require all elements from all dimensions. In most cases, you should limitthe elements used in a view to those that are required for a specific analysis ofyour data.

For best results, limit the number of elements that appear as title elements. Thatway, if you view the data over slower Internet connections, your data displaysmore efficiently.

Procedure

Click the down arrow next to a dimension on the row or column. The subset editoropens.To open the subset editor for a context dimension, click the down arrow on the

dimension and click the subset editor button .

Building a Simple SubsetUse the Subset Editor simple mode to change the elements in a subset, and to viewthose elements immediately.

Procedure

1. Click Open Subset Editor next to any dimension.The simple Subset Editor opens.The following buttons are available in the Subset Editor.

Button Name Position

Subset All Displays all elements in thedimension. The list of all elements ina dimension is known as the Allsubset.

Keep SelectedElement(s)

Displays only the elements that youselect, and removes all otherelements from the current subset.However, the removed elements stillexist in the dimension.

Delete SelectedElement(s)

Removes the elements that you selectfrom the current subset.

Find in Subset Enables you to search for elements inthe current subset based on thesearch text that you enter.

Subset Displays a list of subsets, anddisplays the subset that you selectwith elements of that subset.

2. In the Subset list, do one of the following:v Select a named subset.

v Click Subset All to view all elements in the dimension.

Chapter 4. Managing Changes to the Grid 29

The elements that are members of the selected subset are displayed.

3. Select one or more elements, and click Keep Selected Element(s) .The elements that you selected remain in the list, all other elements areremoved.

4. Select one or more elements, and click Delete Selected Element(s) toremove elements from the list.

5. To search for elements in the current subset, click Find in Subset andtype your search phrase. For details on using Find in Subset, see “FindingElements” on page 36.

6. Click OK.

Results

Your view is updated to include only the elements that you selected in yoursubset.

Displaying the Advanced Subset EditorIf you want to perform advanced editing tasks on a subset, you must use theadvanced Subset Editor instead of the simple Subset Editor.

Procedure

1. Click Subset Editor next to any dimension.The simple Subset Editor opens.

2. Click Advanced at the bottom of the simple Subset Editor.

Results

The advanced Subset Editor contains two panes.v Available Elements (left pane) - Displays all the elements that are available to

be added to your subset.v Subset (right pane) - Displays only the actual members of the subset. When

you save a subset, only the elements in the Subset pane are saved to the subset.

Using the Advanced Subset Editor ToolbarThe editing tasks available in the Advanced Subset Editor are accessed from itstoolbar buttons.

The following table describes the Subset Editor toolbar buttons:

Button Name Description

Save Subset Saves only the elements that appear in theSubset list to the subset.

Save Subset As Saves only the elements that appear in theSubset list to the subset with a different name.

Reload Subset Reloads the original subset.



Subset All Displays all the elements in the parentdimension.

Cut, Copy and Paste Cuts, copies, and pastes the selected elementsof a subset.

Keep SelectedElements

Keeps elements that you select for the subset.

Delete SelectedElements

Removes elements that you select from thesubset.

Filter Subset Allows you to select a group of elements in asubset that have related characteristics. Youcan filter elements in these ways:

v Filter by Level

v Filter by Attribute

v Filter by Expression

Sort Subset Lets you sort a subset in several ways:

v Sort Ascending

v Sort Descending

v Sort Hierarchically

v Sort by Index Ascending

v Sort by Index Descending

Tree Expand Expands the tree in several ways:

v Drill Down Selected Consolidations -Expands the selected consolidation onelevel.

v Expand Selected Consolidations - Expandsthe selected consolidation, showing alldescendents.

v Expand Tree Fully - Expands the entirehierarchy, showing all children of allparents.

Tree Collapse Collapses the tree in two ways:

v Collapse Selected Consolidations - Collapsesthe expanded consolidation, hiding alldescendents.

v Collapse Tree Fully - Collapses the entirehierarchy.

Insert Parents ofSelected Elements

Inserts the parent of the selected elementimmediately above that element in thehierarchy tree.



Expand Above Displays consolidations at the bottom of thelist of children, in both the Available Elementsand Subset lists. The children of theconsolidation expand above the consolidation.

Create CustomConsolidation

Allows you to build consolidated elements onthe fly when working with a view.

For details, see “Creating CustomConsolidations” on page 39.

Find in Subset Enables you to search for elements in thecurrent subset based on the search text youenter.

Moving ElementsYou can move elements from the Available Elements pane to the Subset pane usinga drag-and-drop operation.

In this example, if you click Other Revenue in the Available Elements pane, youcould drag the element to beneath Sales in the Subset pane.

The line beneath the Sales element indicates that the Other Revenue element willappear beneath Sales.

Moving ConsolidationsYou can move a consolidation from the Available Elements pane to the Subset paneusing a drag-and-drop operation.

When you move a consolidated element, the children of the consolidation alsomove.

For this example, suppose you have a consolidation element named Revenue.

If you select Revenue, and drag it to the Subset pane, a collapsed consolidation isadded to the Subset pane.


If you expand Revenue in the Available Elements pane, and select theconsolidation and its children, you can drag the consolidation to the Subset pane.The expanded consolidation is added to the Subset pane.

In both of the above examples, the Revenue consolidation and its children areadded to the Subset list. However, the state of the consolidation in the Subset listreflects the way the consolidation displays. In the first example, Revenue displaysas a collapsed consolidation. In the second example, Revenue displays as anexpanded consolidation and its children will be visible.

Keeping ElementsYou can reduce the list of elements in the Subset pane to only those elements youwant to keep in your subset.

In this case all other elements are removed from the subset.

Note: You can reduce the size of the Available Elements list to narrow your searchfor elements to add to your subset, but this has no effect on the elements in theSubset list.

Procedure1. Select the elements that you want to keep in the Subset list.

2. Click Keep Selected Element(s) .Only the elements that you selected to keep remain visible in the Subset list.

3. Click Save Subset to save the subset.

Deleting ElementsYou can remove selected elements from the Subset pane.

Procedure1. Select one or more elements in the Subset pane.

2. Click Delete Selected Element(s) .


Results

The selected elements are removed from the Subset pane. The removed elementsstill exist in the dimension.

Note: To display all subset elements that you removed, click Subset All .

Filtering ElementsYou can filter elements in either the Available Elements pane or Subset pane.

Use these options:v Filter by Attribute - Displays only the elements that match an attribute that

you specify.v Filter by Level - Displays only the elements that match a level in the element

hierarchy.v Filter by Expression - Displays only the elements that match a pattern.

Filtering by Attribute:

The Subset Editor lets you filter elements by attribute value.

Procedure

1. Click Filter Subset, and click Filter by Attribute.2. In the Select Attribute list, select an attribute.3. In the Select value to match list, select a value.4. Click OK.

Results

All subset elements whose selected attribute matches this value remain in theelement list. All subset elements whose selected attribute does not match the valueare removed from the element list.

Filtering by Level:

The Subset Editor lets you filter elements so that only elements belonging to one ormore specified hierarchy levels remain.

Consider the following example of a three-level hierarchy.

In this example, you start with the subset shown in the figure, and then eliminateall elements from the subset except those at Level 1.


Procedure

1. Click Filter Subset , and click Filter by Level.2. Click a level in the list, and click OK.

For example, if you filtered by Level 1, the following level 1 subset elementsremain in the Subset list:v Revenuev COS

Filtering by Expression:

The Subset Editor lets you filter elements so that only elements matching aspecified search pattern remain.

For example, suppose you have the following list of elements in either theAvailable Elements pane or Subset pane.v Salesv Other Revenuev Direct Costv Other Costsv Bank Chargesv Board of Directorsv Employee Relationsv Printingv Seminars and Continuing Ed.v Taxes and Licensesv Office Expensev Postagev Rent

Now suppose you want to reduce this list to those elements that contain the word'cost'.

Procedure

1. Click Filter Subset and click Filter by Wildcard.2. Enter a pattern of alphanumeric characters in the Enter Expression box.

You can use the following two wildcard characters in the Enter Expression box.v Question mark (?) - Placeholder for a single characterv Asterisk (*) - Placeholder for one or more characters

Level 0

Level 1

Level 2


To isolate all elements whose names contain the string pattern cost, type theexpression ’cost’ in the dialog box that opens.

3. Click OK.

Results

The element list is trimmed to include only those elements that match the pattern.

Finding ElementsYou can search for elements in either the Available Elements pane or Subset paneby using the Find in Subset toolbar.

This feature performs a simple text search for elements that match a spellingpattern that you enter. This is especially useful when you want to find a specificelement within a large list of elements.

Note: The Find in Subset feature does not support wildcard characters, such as thequestion mark (?) or asterisk (*), in your search text. Instead, an asterisk (*)wildcard character is inserted at the beginning and end of the spelling pattern thatyou enter so that it searches for any occurrence of the pattern in the element list.

For example, if you enter the spelling pattern ost, this converts to *ost* andmatches such as Cost and Boston are found.

Procedure

1. Click Find in Subset or press CTRL+F.The Find in Subset toolbar opens in the Subset Editor.

2. Type a spelling pattern in the search box.A spelling pattern can include one or more alphanumeric characters, but shouldnot include wildcard characters as described above.The list of elements is searched as you type a spelling pattern.v If one or more matching elements are found, the first matching element is

located and highlighted in the list.v If a matching element is not found, the search box temporarily displays a red

background.You can also start your search at any location within the element list byclicking on an element in that section of the list. The search begins from thisnew start point when you continue your search.

3. Click Find Next or Find Previous to navigate through the element list whenmore than one matching element is found.You can also use the following keyboard commands to navigate:v Press F3 or press ENTER to find the next matching element.v Press SHIFT+F3 or press SHIFT+ENTER to find the previous element.If a next or previous matching element is not found, the search box temporarilydisplays a red background, and the search cycles through the list again.


4. Click Close the Findbar to close the Find in Subset toolbar.

Sorting ElementsYou can sort all elements in either the Available Elements pane or Subset pane.

Procedure

To sort subset elements, click Sort Subset and select a sort option.

Sort Option Sort Order

Sort Ascending Ascending order from A to Z, 0-9.

Sort Descending Descending order from Z to A, 9-0.

Sort Hierarchically All children appear beneath their parents.

Sort by Index Ascending Dimension index, starting at 1.

Sort by Index Descending Dimension index, starting at the highest index in thedimension.

Expanding and Collapsing ConsolidationsYou can expand a consolidation in the Subset Editor to display the immediatechildren or all descendents of the consolidation.

You can apply the following procedures to elements in either the AvailableElements pane or the Subset pane of the Subset Editor.

Expanding a Consolidation:

You can expand a consolidation.

Procedure

1. Select the consolidations you want to expand.

2. Click Tree Expand .3. Select one of the following:

v Click Drill Down Selected Consolidations to view the immediate childrenof a consolidation. The following figure shows the result of drilling down onthe Total Business Unit consolidation.

v Click Expand Selected Consolidations to view all descendents of aconsolidation. The following figure shows the result of expanding the Total

The immediate children of Total Business Unitdisplay when you click Drill Down SelectedConsolidation


Business Unit consolidation.

v Click Expand Tree Fully to view all descendents of all parents in thedimension hierarchy.

Collapsing a Consolidation:

You can collapse expanded consolidations using either a selected consolidation oryou can close all expanded consolidations in the subset.

Procedure

1. Select the expanded consolidations you want to collapse.

2. Click Tree Collapse .3. Click Collapse Selected Consolidations.

Note: To close all expanded consolidations in the subset, click Tree Collapse,

and click Collapse Tree Fully.

Inserting ParentsYou can insert the immediate parent of a selected element directly above thatelement in the Subset Editor.

For example, consider the following example showing several leaf elements.

If you select all elements, and click Insert Parents of Selected Elements , theimmediate parents of all selected elements are inserted, as shown in the followingexample.


Creating Custom ConsolidationsWhen working with a view, you can create custom consolidations from existingsubsets or from selected subset elements.

Creating a Custom Consolidation from an Existing SubsetYou can create a custom consolidation by inserting an existing subset into thecurrent subset.

The existing subset then becomes a custom consolidation within the current subset.

Procedure1. Open the Subset Editor for a dimension.2. In the simple Subset Editor window, click Advanced to open the advanced

Subset Editor.3. Define a subset in the Subset pane.

4. Click Create Custom Consolidation and click Create Consolidation fromSubset.

5. Select the existing subset that you want to insert into the current subset as acustom consolidation.The selected subset is inserted into the current subset as a customconsolidation.

6. If necessary, click Save Subset or Save Subset As to save the currentsubset.

7. Click OK.

Results

The subset with the new custom consolidation opens.

Creating a Custom Consolidation from Selected ElementsYou can create a custom consolidation from selected elements in the Subset Editor.


Procedure1. Open the Subset Editor for a dimension.2. In the simple Subset Editor window, click Advanced to open the advanced

Subset Editor.3. In the Subset pane, select the elements that you want to include in the custom

consolidation.

4. Click Create Custom Consolidation, and click Create Consolidation fromSelected Elements.You have now created a custom consolidation that contains the elements thatyou selected in step 2.The custom consolidation the name }ROLLUP_ # is assigned, where # starts atzero and increases by one for each custom consolidation that you create duringa server session.

5. Click OK to view the new custom consolidation.


Chapter 5. Working with Charts

This section illustrates how to view a chart in a web-based client.

Procedure1. Open a view.2. Do one of the following to view a chart:

v Click View Chart to view cube data in chart format only.A column chart, the default chart type, is displayed.

v Click View Chart and Grid to view cube data in both chart and grid format.A grid is displayed at the top, and a column chart, the default chart type, isdisplayed at the bottom.

v Click View Grid to view cube data in grid format only.

Changing the Chart Type, Colors, Legend, and 3D ViewYou can change the chart type, colors, legend, and 3D view elements on the flyfrom the Chart Properties menu.

Follow the steps below to change the chart type, colors, legend, and 3D view.

Procedure1. Click Chart Properties on the toolbar.2. Select any of the following menu commands to change the chart.

Menu Option Description

Chart Type The default chart is a column chart. Select a different chart type.

Color Palette The default color palette is red, bright green, blue, and yellowwith a bright blue background. Select a different color palette.

Toggle Chart Legend By default, a legend displays, you can hide the legend.

Toggle 3D View By default, a chart is two-dimensional. You can switch to athree-dimensional view of the chart.

Changing Chart PropertiesYou can edit and format the following chart properties to give your chart aprofessional look.v Chart - Appearance, chart type, title, and title placementv Legend - Style, display or hide legend, display legend inside plot area, and

placementv 3D - Display or hide 3-D view, right angle axes, series depth, rotation, and

perspectivev Labels - Type, angle, font, color, position, format, and precision


v X and Y-axis - Display or hide axis, grids, strips, reversed, side margin, title,format, and precision

v Appearance - Chart background color and pattern, border, and line style

Follow the steps to change any chart elements.

Procedure1. Click the Chart Properties button.2. Click the Chart Properties menu option.

The Chart Properties dialog box opens with seven tabs: Chart, Legend, 3D,Labels, X-axis, Y-axis, and Appearance.

3. Click any tabs and change the chart options.4. Click OK.

The chart is updated to reflect the options that you select.

Note: If you do not want to save the changes to the chart, click Cancel.

Changing Basic Chart PropertiesYou can change chart options through the Chart Properties dialog box.v Appearance Style - By default, the color scheme for a chart is dark green, blue,

purple, and bright green. You can select a different color scheme.v Chart Type - The default chart type is a column chart. You can select a different

chart type.v Title - You can add a title to your chart and place it in one of 12 locations on

the chart.

The following steps illustrate how to change the appearance style, chart type andtitle through the Chart tab in the Chart Properties dialog box:

Procedure1. Click the Chart tab in the Chart Properties dialog box.2. In the Appearance Style list, select a color scheme that best suits both the data

in the grid and your application.3. In the Chart Type list, select a chart type.4. Type text for your title in the Title box.

Note: The size of your chart determines the title length. You might have toshorten the title or position the title in a location on the chart where the entiretitle can display.

5. Click a title placement option button to select a position for your title.The title placement option buttons to the right of the Title box controldetermines where the title displays in your chart. By default, the title displaysat the top middle of the chart. Use the title placement option buttons toposition the title at one of 12 positions around the chart.

6. Click OK to save your changes.

Changing the Chart LegendThe chart legend options can be changed to suit your preferences.v Style - Displays the legend in a column, row, or table format.


v Generic - By default, the legend displays on the chart. You can hide the legend.Also by default, the legend displays outside the plot area. You can place thelegend inside the plot area.

v Placement - By default, the legend displays in the upper right corner of thechart. You can place the legend in one of 12 locations in the chart.

The following steps illustrate how to change the options in the Legend tab in theChart Properties dialog box:

Procedure1. Click the Legend tab in the Chart Properties dialog box.

The Legend tab contains three options: Style, Generic, and Placement.2. Select one of the following Style options.

v Column - Arranges the legend keys in a vertical column format.v Row - Arranges the legend keys in a horizontal row format.v Table - Arranges the legend keys in a table format with columns and rows.

3. Select a Generic option.v Show Legend - By default, a legend displays on the chart. Clearing this

option hides the legend.v Place Inside Plot Area - By default, the legend displays outside the chart

plot area. If you select this option, the legend displays inside the chart plotarea.

4. Click a Placement option to position the legend at one of 12 positions aroundthe chart.

Changing the 3D StyleThe options can be changed within the 3D view.v Generic - Display or hide the 3D view, and display the chart in a right-angle

axes (oblique) format.v 3D Series - Display the series in a clustered arrangement, and specify the gap

and gap depth of the series.v Rotation - Specify the horizontal and vertical degrees of rotation for the axes of

the chart.v Other - Specify the perspective to enlarge the parts of the chart that are closest

to you, and shrink the parts that are farther away.

The following steps illustrate how to change the 3D view through the ChartProperties dialog box:

Procedure1. Click the 3D tab in the Chart Properties dialog box.

The 3D tab options include: Generic, 3D Series, Rotation, and Perspective.2. Select the Enable 3D check box to display the chart in a 3D format.3. If you clear the Clustered check box in the 3D Series section, the columns that

represent the data series are no longer clustered together.4. Select the Clustered check box, and enter values in the Depth and Gap Depth

boxes.The default value for the depth is 100 and the default value for the gap depthis 100.

Chapter 5. Working with Charts 43

5. Change the values in the Rotation section to change the horizontal and verticalaxes of the chart.The default Horizontal rotation value is 10. The default Vertical rotation valueis 15.

6. Change the value in the Perspective box to change the chart perspective.The default value for the chart perspective is 10. As you increase theperspective setting, parts of the chart that are closest to you are enlarged, whilethe portions that are farther away are shrunk.

Changing Chart LabelsYou can change the Chart label options to customize your view through the ChartProperties dialog box.v Generic - Display data point labels and smart labels. Change the angle, font,

and color of the labels.v Position - Position the labels automatically or specify where you want them to

appear on the data series in the chart.v Format and Precision - Specify the format and decimal places for the label

numbers.

The following steps illustrate how to change label options through the Labels tabin the Chart Properties dialog box:

Procedure1. Click the Labels tab in the Chart Properties dialog box.2. Select the Show Point Labels check box to display labels for the value

associated with the data series.3. If you select the Enable Smart Labels check box, an arrow is inserted for any

ambiguous point label value for a data series. The arrow makes it easier todepict which point label value associates with a data series.

4. Type a value in the Angle box to change the point labels angle on the chart.By default, the angle value of zero displays the labels horizontally. You canenter a value from -360 to 360 degrees. A 90 degree angle displays the labelsvertically, facing left. A -90 degree angle displays the labels vertically, facingright.

5. Change the font for the labels:v Select Click to select in the Font box.

The Chart Font dialog box opens.v Select a font, font style, size, and any effects.v Click OK.

6. In the Color list, select a color to change the color of the labels:7. Click a Position option to place the labels relative to the top of the data series

in the chart.The Auto option places the labels at the top of a data series.

8. Change the format and number of decimal places for the labels.By default, the format is Number and the precision is 0 decimal places. If youselect Currency and 2, the labels display with a dollar sign and two decimalplaces.v In the Format list, select the format that matches your numeric data.v In the Precision list, select the number of decimal places for your numeric

data.


Changing the X-axis and Y-axisThe options can be changed for the X-axis and Y-axis display.v Axis - Displays or hides the X-axis or Y-axis, major gridlines, minor gridlines,

interlaced strips, and side margin. Reverses the X-axis labels.v Title - Lets you add a title to the X-axis or Y-axis and select a font for the title.v Label Format and Precision - Lets you specify the number format and decimal

places for the X-axis or Y-axis numbers.

The following steps illustrate how to change the format of the X-axis and Y-axis inthe Chart Properties dialog box:

Procedure1. Click the X-axis tab or the Y-axis tab in the Chart Properties dialog box.2. Select or clear the following Axis options.

v Visible - Displays or hides the X-axis or Y-axis label. You enter the X-axis orY-axis label text in the Title field.

v Major Grids - Displays or hides major gridlines.v Minor Grids - Displays or hides minor gridlines.v Interlaced Strips - Displays or hides interlaced strips.v Reversed - Moves the Y-axis labels to the opposite side of the chart.v Side Margin - Displays or hides a side margin.

3. Add a title to the X-axis or Y-axis and change the font for the title.v Type a title in the Title box.v Select Click to select in the Font box.The Chart Font dialog box opens.v Select a font, font style, font size, and any effects. Click OK.

Note: The X-axis label replaces the name of the chart, which is usually thename of the view.

4. Change the format and number of decimal places for the X-axis or Y-axis labels.By default, the format is General and the precision is 0 decimal places. If youselect Currency and 2, the labels display with a dollar sign and two decimalplaces.v In the Format list, select a format that matches your numeric data.v In the Precision list, select the number of decimal places for your numerical

data.

Changing the Appearance of Your ChartThe chart appearance options can be changed to suit your preferences.v Background - Change the background color and pattern of the chart.v Border and Line - Change the style, color, and width of the lines and borders in

the chart.

Follow the steps below to change the appearance of your chart.

Procedure1. Click the Appearance tab in the Chart Properties dialog box.2. In the Color list, select a background color for your chart.3. In the Gradient list, select a background gradient for your chart.

Chapter 5. Working with Charts 45

4. In the Hatching list, select a background pattern for your chart.5. In the Color #2 list, select a color to define a secondary color for the

background.6. Change the style, color, and width of the border around the outside of the chart

plot area.v In the Border and Line section, in the Style list, select the type of line pattern

you want for the border.v In the Color list, select a color for the border.v Enter a width for the border in the Width box.

Expanding and Collapsing Consolidations in a ChartWhen you display a chart in your view, you can expand and collapseconsolidations in the chart.v Expand - Right-click a consolidated data series and click Drill Down to reveal

the immediate children of the consolidated element in the chart.v Collapse - Right-click a consolidated data series and click Drill Up to hide the

immediate children of the consolidated element in the chart.

Drilling from a ChartIf your administrator has defined drill-through processes and rules for cube cellsrepresented in a chart, you can drill through to associated data from the chart.

For details on creating drill-through processes and rules, see the IBM Cognos TM1Developer Guide.

If a chart component is associated with a single source of associated data, the dataimmediately opens on a new View tab. If the chart component is associated with amultiple sources of associated data, you are prompted to select a single source.

For example, this section illustrates how to execute a drill.

Procedure1. Click View Chart to display the chart.2. Right-click a column in the chart and click Drill Through.

If the cell is linked with two or more sources of associated data, the Drill dialogbox opens, listing the data sources associated with the chart component.

3. Select the source you want to view and click Select.

Results

The selected data opens on a new View tab.


Chapter 6. Exporting Data

You can export data to Microsoft Excel to create reports and charts, and tomanipulate data. You can also export data into a text file.

Note: If you export using either Slice to Excel or Snapshot to Excel and MicrosoftExcel is not on the server, any charts present in the grid are not exported to theresulting worksheet. If you use Export to PDF your chart will show first, followedby your values.

Procedure

1. Click Export .2. Select an export format for the report:

v Slice to Excel - Excel documents that retain a link to the server throughTM1 functions. When you open the slice and connect to the server withwhich the slice is associated, the slice displays the current cube values,provided you are running Excel with the Perspectives add-in enabled.

v Snapshot to Excel - Excel documents that contain numeric values reflectingthe cube values at the moment the export occurred. Because snapshots donot retain a link to the server, the values are static, representing a snapshotof cube values at the moment of export.

v Export to PDF - PDF documents that display cube values at the moment theexport occurred.

The Export dialog box opens.3. Select the number of rows to export:

v Export rows in current page - Exports all rows in the current page.v Export rows from beginning to current page - Exports the first row in the

first page through the last row in the current page.v Export all rows in the view - Exports all rows from all pages.

4. Select the title dimensions that you want to include in the report.5. Click OK to create the report.

The report sheets are generated and prompts you to either open or save thereport.

6. Do one of the following:v Click Open to open the report in a new browser window.v Click Save to save the report to disk.

Note: By default, exporting a slice or snapshot report to Excel displays thereport in a web browser window.For details on configuring your computer to open reports into the full,stand-alone version of Excel, see the Microsoft support web site.Additionally, if you want to use TM1 functionality with a slice that you exportto Excel, you must open the slice in the stand-alone version of Excel and have alocal version of Perspectives or Client installed on your computer.


Note: If you are experiencing problems exporting Excel or PDF files and youare using a WAN (Wide Area Network) server, you may need to reconfigurethe security settings in Internet Explorer. For details, see the IBM Cognos TM1Operation Guide.


Chapter 7. Managing IBM Cognos TM1 Performance Modelerin the portal

To be able to work with the deployed IBM Cognos TM1 Performance Modelerapplication, further steps are required in the portal.

All applications are visible to administrators in the applications portal. Theapplication must be activated before it can be used. After activation, theapplication is available for use. The application and properties can also be edited.

Activating an application in a portalThe IBM Cognos TM1 Performance Modeler application must be activated beforeusers can use it from the Applications portal.

Procedure1. Open the portal. The applications are listed on the left side under the Name

column.2. To activate the application, under the Actions column, click the Activate

Application icon .

Exporting an application from the portalYou can export an IBM Cognos TM1 Performance Modeler application for use as atemplate for a new application, or as a backup for an existing application.

About this task

An application should only be exported to a server that does not have thatapplication or uses a different dimension for the approval hierarchy of theexported application. An archive is created and contains the XML files thatdescribes the structure and security of your application.

Procedure1. Open the Cognos Applications portal.2. Click the Export Application icon under the Actions column.3. From the File Download dialog box, click Save.4. Navigate to the directory to where you want to save the export file.5. Click Save.

Importing an exported application to the portalYou can import an exported application back into the Applications Portal and useit as the basis for a new application.

Procedure1. Open the Applications portal.2. Click the Import Application button.3. Select the server onto which you want to import the application.


4. Next to the Application file field, click Browse .5. Navigate to the application (.zip) file, then click Open.6. Select the Import application security option if you want to import security

settings with the application.7. Select the Import application properties option if you want to import property

settings with the application.8. Click Import.

Resetting an application in the portalYou can reset all nodes in the approval hierarchy to their original state after theapplication is deployed to the Applications portal.

About this task

Resetting an application discards all progress made in the planning process so thatyou can restart the planning process. Resetting an application does not reset ordiscard any data changes.

Procedure1. Open the Applications portal.2. Next to your application name, select the check box.3. Click the Reset Application button.4. Click OK to confirm the reset.

Managing rights for the applicationAfter an application has been deployed, you must define rights for all user groupsthat you want to have access to the application.

For an application with an approval hierarchy, each node in your approvalhierarchy has rights assigned to the user groups that exist on the server that hostsyour application. The rights that you assign determine the actions that can beperformed by members of the user groups.

For applications without an approval hierarchy, you can assign a group to havefull access to the application.

Assigning rights for an approver

In a typical application, an approver is assigned either Review or Submit accessrights at consolidation nodes in the approval hierarchy. As an application designer,you need to consider the following additional questions:v Does the approver need to see all levels below the designated consolidation?

If yes, you can control how many hierarchy levels that the user sees by using theReview Depth and View Depth options in the Add Rights window.

v Does the approver need to edit leaf nodes or just submit or reject them?If yes, you can allow an approver to edit leaf nodes by enabling the AllowReviewer Edit option in the Rights window.

When you assign rights for a consolidated node, those rights are applied to all thedescendant nodes of that consolidated node. Descendant nodes include


consolidated and leaf nodes under the consolidated node. Cascading rightsassignments have the following behavior depending on the which access right youapply to the initial consolidated node:v View rights assigned at a consolidated node are also assigned to all descendent

nodes.v Review rights assigned at a consolidated node will set View rights to that

consolidation and Submit rights to all descendants.v Submit rights assigned at a consolidated node will set Submit rights to that

consolidation and Submit rights to all descendants.

The Allow Reviewer Edit option and the Review Depth and View Depth optionsin the Add Rights window overrides the cascading of Review and Submit rightson a consolidated node as follows:v When the Allow Reviewer Edit checkbox is not selected, the application assigns

View access rights only where Submit or Edit rights would have existed.v When you set a number (n) for the Review Depth and View Depth options, the

application will not display nodes below n-levels down from the initial node.You can use these options to keep lower level nodes from appearing for higherlevel managers who need to focus on higher consolidation levels.

Assigning rights for a non-approver

To provide a non-approver user or contributor the ability to perform multi-nodeediting, you must assign at least View rights to the consolidated node. Thisminimum rights assignment makes the consolidated node the starting point fromwhich the user can access, edit, and submit all descendant nodes to which theyhave the rights. Users must take ownership at the consolidated node to use theMulti-Node Edit ability to gain access to all the related leaf nodes. As anapplication designer, you need to consider the following additional questions:1. Does the non-approver require the ability to update more than one node at a

time using the Multi-Node Edit?If yes, consider question 2.If no, you can either assign Edit or Submit rights to individual leaf nodes forthe non-approver.

2. Does the non-approving user need Submit rights to all nodes reporting to aparent consolidated node?If yes, consider question 3.If no, assign View rights to the consolidation, and follow up with assigningSubmit rights to the designated child nodes.

3. Is the non-approving user responsible for submitting the consolidated node?If yes, assign Submit rights to the non-approver at the consolidation node.If no, consider question 4.

4. Is a another user responsible for submitting the consolidated node?If yes, assign Review rights to the non-approver at the consolidation node.

Setting properties in the Applications PortalFollow these steps to set properties in the Applications Portal.

Chapter 7. Managing IBM Cognos TM1 Performance Modeler in the portal 51

Procedure1. Open the Applications portal.2. Click the Set Properties button to open the Set Properties window.3. Set properties as described here:

Workflow SettingsWorkflow page refresh rate

The interval, in minutes, at which the workflow page is refreshed.

Enter the number of minutes for the refresh interval. The defaultinterval is five minutes.

Application TextLanguage

The language in which your application runs.

Select any of the available languages from the menu.

ViewsName

The name of your application. This is the name that identifies theapplication in the Applications portal and other locations.

You can assign any name to your application, but there is a 200character limit for application names.

Help

This property sets the User Instructions text that appears when usersaccess the application through the Applications Portal.

Enter text that will instruct users on using your Application.

Name

This property sets the name that is displayed on the view tab in theApplications client.

Modify this property if you want the tab to display something otherthan the view name.

Help

This property sets the text that appears when a user clicks the Helpbutton when working with a view in the Applications client.

Enter instructions or information that assists users in entering data inthe view.

4. Click OK.

Setting Applications configuration optionsYou can configure options that determine which server hosts your applications andwhich clients can be run against your applications.

Procedure1. Click the Administer Application icon on the Applications Portal.2. To add a new server that hosts additional applications, click Add in the Server

Names section.a. Specify the Admin Host for the new server.


b. Select the server name from the list of available servers.c. Click OK.

3. To edit an existing server, select the server from the Server Names list, thenclick Edit.a. Modify the Admin Host or Server Name as required.b. Click OK.

4. To delete an existing server, select the server from the Server Names list andclick Delete.

5. To add a new client, click Add in the Clients section.a. Enter an ID for the client.b. Select a client Type. A client can either open in the Current Window, open

in a New Window, or be Provisioned.c. Select the Language in which the client runs.d. Enter a Name for the client.

6. To edit an existing client, select the client from the Clients list, then click Edit.a. Modify the client properties as required.b. Click OK.

7. To delete an existing client, select the client from the Clients list and clickDelete.

Chapter 7. Managing IBM Cognos TM1 Performance Modeler in the portal 53


Notices

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Index

Numerics3D Web charts 41

Aactivation 2Add command 18adding data 11

copy commands 17allow multi node views 52application

help 52language 52name 52

application types 1Application Web and other interfaces 25applications

portal 49, 50rights 50setting configuration options 52

Bbasic layout 12bouncing 9buttons 14

Cchanged features 3changing 3D Web charts 43changing Web chart elements 42charts

drill through 46collapsing consolidations 38columns

chart, default 41commands 14comments 9consolidations 46

collapse in chart 46collapsing in a subset 38expand 37moving in a subset 32

contributions 6copy commands 17Cube Viewer

chart drill through 46filtering 23navigation 16paging toolbar 16toolbar 14

custom consolidationsfrom existing subsets 39from selected elements 40

Ddata

detailed 24editing 7, 17export 47rejecting 7replacing 17reviewing 7submitting 7submitting for review 8viewing 11

data entry commands 18, 19data spreading

excluding 22Decrease command 18deleting

elements 33dimension

example 28replace 28stacking 27

display/hide 41

Divide command 18drill through 24

detailed data 24

Eediting

data 7, 17subsets 29

elementsdeleting 33filtering 34inserting parents 38keeping 33reducing in a subset 33sorting 37

entering datadata entry commands 18, 19

example 27, 28expand

consolidations 37in chart 46

export data 47exporting 49

Ffiltering

by attribute 34by expression 35by level 35data in Cube Viewer 23elements 34types 23


Ggetting started 5grid

changes 27Grow commands 18

HHold command 18

Iimporting 49incomplete 6Increase command 18inserting

parents 38

KK command 18keeping elements 33

Llanguage

application 52layout 6

basic 12view 27

layoutsnested 13

locked 6logon 6

MM command 18managing changes 27Microsoft Excel 47modifying views 11Multiply command 18

Nnavigation

Cube Viewer 16nested layout 13new features 1not started 6

Oopen 6options

regional 6overview 5ownership 9, 11

PPagination 16paging toolbar 16

Percent command 18pick client 2portal 49portal properties 52Power command 18preferences 6

Qquick commands

copy commands 17data entry commands 18, 19

Rready 6reject 6rejecting

data 7release 1, 2Release 11release ownership 9replacing data 17replacing dimensions 28rights for applications 50

Ssample 27, 28sandbox 25

creating 25deleting 25

sandboxing 25shortcuts 14, 19sorting elements 37spreading data

excluding cells in a Cube View 22excluding consolidations in a Cube View 22

stacking dimensions 27submitting

data 7data for review 8

Subset Editoradvanced displaying 30advanced toolbar 30collapse consolidations 38collapse tree fully 38drill-down consolidations 37expand consolidations 37expand tree fully 37simple displaying 29

subsets 29collapsing consolidations 38deleting subsets 33editing 29expanding consolidations 37filtering elements 34inserting parents 38keeping elements 33moving consolidations 32moving elements 32sorting elements 37

Subtract command 18


Ttable

workflow screen 6tabs

example 27tear off 27

take ownership 11template 49TM1 Applications 5, 9toolbar 14toolbars

advanced Subset Editor 30Cube Viewer 14paging 16

treeworkflow screen 6

Uuser-defined consolidations

See custom consolidations 39

Vview

changes 27dimensions 27, 28help 52layout 6name 52tabs 27

viewingdata 11

viewing datamodifying views 11

viewsmodifying 11

WWeb charts

changing elements 42chart title 42chart title placement 42chart type 41, 42collapse consolidations 46color 41column, default type 41drill through 46expand consolidations 46x-axis label 45

Web charts 3Daxes rotation 43clustered 43displaying 41, 43options 43perspective 43rotation 43series depth 43

Web charts 3D (continued)series gap depth 43

Web charts backgroundcolor 45gradient 45hatching 45pattern 45secondary color 45

Web charts bordercolor 45style 45width 45

Web charts labelsangle 44color 44decimal places 44font 44format 44options 44point labels 44position 44precision 44smart labels 44

Web charts legend 41displaying/hiding 43inside/outside plot area 43options 43placement 43style 43

Web charts x-axisinterlaced strips 45label 45label decimal places 45label format 45label number precision 45major gridlines 45minor gridlines 45options 45reverse y-axis labels 45side margin 45title font 45

Web charts y-axis 45interlaced strips 45label 45label decimal places 45label format 45label number precision 45minor gridlines 45options 45reverse y-axis labels 45side margin 45title font 45

websheets 3, 26work in progress 6workflow 6workflow page refresh rate 52workflow screen 6

contributions 6reviews 6table 6tree 6

Index 61

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