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Q&A from Cognos TM1 v10.1 Webinar


                       5/17/2012
                     www.senturus.com


      Helping Companies Learn From the Past, Manage the
1                          Present and Shape the Future
This Q&A is from a Recorded Webinar
    The questions in this log were collected during Senturus’ webinar entitled TM1 v10.1
    Demonstration and Planning Best Practices Overview. After the webinar, the Senturus team
    answered the questions and distributed the answers shown here.

    Original Webinar Recording:
    IBM Cognos TM1 v10.1 Demonstration and Planning Best Practices Overview
    IBM made significant changes to TM1 in the version 10.1 release. See demonstrations of the
    new functionality including

    •   Graphical user interface which makes modeling more efficient and intuitive
    •   Managed workspaces - where individuals each have their own dashboard to work with the
        data, remotely contribute to an enterprise plan, and share their personal data
    •   Full integration to the Cognos Business Intelligence environment.

                 VIEW WEBINAR RECORDING AND DOWNLOAD SLIDE DECK
                     http://info.senturus.com/2012-05-17-TM1v10-FAQ.html




2
TM1 v10.1 Question Log - 1
     Q: Can you discuss the limitations? I know there is a limit of 10 dimensions. Any other?
    A: There are no limitations on dimensions in native TM1; limitations will reside on the hardware in which TM1 is
    hosted on.

    Q: What kind of system requirements is needed to run TM1 for a small installation?
    A: System Requirements (disk, memory and processor requirements will vary greatly dependent on data size,
    number of users and model. The below is just minimum requirements to run the sample TM1 servers provided.)
    • Disk space: Minimum 500 MB
    • Memory: Minimum 2GB RAM
    • Processors: Pentium 4 or higher
    • O/S: Windows 2003 (x86, x64), Windows 2008 (x86, x64), Windows 7, Linux

    Q: Is Cognos Insight part of TM1?
    A: Cognos Insight is different from Cognos Business Insight. Cognos Insight is part of TM1 but is also part of BI
    and is also stand alone.

    Q: Does Cognos Insight work with TM1 v10 only or with previous versions too?
    A: Only v10.1 and above.

    Q: Will Cognos Insight work on a Macintosh?
    A: Right now Cognos Insight is only for Windows. If you go to ibm.com you can see supported environments for
    TM1 and Cognos Insight.




    .
3
TM1 v10.1 Question Log - 2

    Q: What is the file size limit to use in Cognos Insight?
    A: Don't know specifics, but the current version of Cognos Insight is 32 bit. A 64 bit version will be released
    soon via a service pack, so with the 64 bit version, file size should no longer be an issue.


    Q: Can you connect Cognos Insight to another TM1 application then publish it back to TM1 and
    Cognos BI?
    A: No. You need to publish Cognos Insight first to TM1, then you can connect it to another TM1 application. The
    publishing process in Cognos Insight can automatically create the TM1/BI link as well as Report Studio reports.


    Q: Does Cognos Insight work based on in memory method? If yes, what is the RAM size
    recommendation?
    A: Cognos Insight in its current version is 32bit only – so 3GB of RAM. The 64bit version is coming soon.


    Q: Can Cognos Insight be imbedded into a PowerPoint file?
    A: Yes, but only after the Cognos Insight data is published to BI.




4
TM1 v10.1 Question Log - 3
    Q: Where does Framework Manager play a role if we are using Cognos Insight distributed to the
    project to client?
    A: Only after the Cognos Insight data is published to BI.


    Q: Are you able to access Insight via Cognos Mobile?
    A: Yes, as long as you have published your Cognos Insight information to the Cognos Server. At that point all
    the existing Cognos studios and tools -- including Cognos Mobile -- have access to it.


    Q: Can 'Attributes' be created (via Cognos Insight) on an end-user desktop and then published to
    all, without ADMIN intervention?
    A: No. I hear that is future functionality that will be added eventually.


    Q: Can users link to external data using pre-built ODBC link in this interface?
    A: Users can use an ODBC link to import data


    .




5
TM1 v10.1 Question Log - 4
    Q: Can you substitute dimensions in these cubes in this version?
    A: TM1 Performance Modeler allows you to re-dimension an existing cube, either adding or deleting dimensions
    from a cube or changing the order of dimensions in a cube.

    Q: TM1 Performance Modular, is there a way to assign orientation of the Model, an option to set
    pages, rows and columns?
    A: You have the flexibility to arrange the grid and data. You can also modify tab placement, data sorting, and
    zero suppression. The next time you open any node in the same application, your settings are retained.

    Q: Can I attach an Excel file to a cell?
    A: Not yet, coming soon - I think on a service pack of TM1 10.

    Q: Besides Excel - what file types can be used as sources for Insight?
    A: Simple drag and drop: xls, xlsx, csv. Menu Import: Excel (xls,xlsx,xlsm,xlzb); MSAccess (mdb, accdb); dBase
    files (dbf, ndx, mdx); BI (tabular reports via System Gateway URI access); TM1 (cube view via TM1 server
    access).

    Q: Is there a migration path or tool for moving EP applications from EP to TM1 v10?
    A: No, there aren’t any migration utilities to perform this function

    Q: How many users can open or connect to one of the TM1 web applications concurrently?
    A: Using the distributed approach of TM1 10, they have done testing in the thousands of users.




6
TM1 v10.1 Question Log - 5
    Q: In a family of cubes (like a Contributor model) do we rely on all related cubes to self update if
    we change data in just one?
    A: It will depend if the links are set up as rules (updates in real time) or as processes that are kicked off
    manually or scheduled to update the data.

    Q: In TM1 Performance Modeler, can it handle conditional formulas and not just multiplication,
    division, etc?
    A: Yes, TM1 Performance modeler can create conditional formulas.

    Q: Do we still need to modify the auto-generated rules to insert SKIPCHECKs and FEEDERS and do
    they need to be on the same version
    A: It depends on the complexity of the auto-generated rules. If the rules are complex, there will be some
    needed "tuning" required of the rules that are auto-generated. And, no, TM1 v10.1 can work with BI v10.1 and
    10.1.1

    Q: How does a TM1 admin prevent duplicative dimensions from being created? Or dimensions that
    have mistakes or omissions?
    A: You cannot create objects with the same names in the same TM1 server instance. Dimensions that are
    incorrectly created or named, need to be removed and added back in; you cannot rename dimensions.

    Q – Does publish equate to creating TM1 Contributor app?
    A – Yes. More accurately, it's creating a Cognos Insight app for people to use to contribute to the plan. It's not
    the same product as the one called TM1 Contributor.

    Q: Does TM1 10.1 have Turbo Integrator tabs with color highlighting?
    A: No, color highlighting in Turbo Integrator is not available yet.


7
TM1 v10.1 Question Log - 6
    Q: Are end users receiving warnings in TM1 Contributor as they are in Cognos EP Contributor when
    they take ownership of the related node and try to edit data that has already been edited by
    another user?
    A: If you attempt to take ownership of a node that is currently owned by another user, the system can provide
    a warning message and offer the opportunity for the user to cancel out of taking ownership.

    Q: Is TM1 version 10 prepared for the advanced allocation rules to be applied for indirect cost
    distribution?
    A: Yes, it’s all in the rule building.

    Q: Can you do allocation and lookup D-links, like in Analyst?
    A: Yes, TM1 can do all of the three D-link types similar to Analyst.

    Q: How would I use existing BI cube data to develop my TM1 budget model?
    A: Develop a planning cube in Cognos Insight along these lines: 1) Pull data and dimensions from the BI cube
    into a CI workspace. 2) Add elements to the Versions and other dimensions as needed so budget input has a
    place in the cube. 3) Share the CI workspace with other planners.

    Q: Can you have comments in TM1?
    A: Yes, text attributes and data elements can be defined.




8
TM1 v10.1 Question Log - 7
    Q: Is there a limitation to how many items can be in the approval hierarchy (elist)?
    A: No, especially not in TM1, but there are practical, performance limits for eLists in EP (depends upon the size
    of the rest of the model (number of tabs), calculations, use of Cut-Down lists, etc.)

    Q: How do you use TM1 cubes in Framework Manager?
    A: TM1 v10.1 must have the interoperability function configured to allow packages to be published from TM1.

    Q: You demonstrated how to create dimensions, I was curious about swapping one dimension for
    another, also curious about adding additional dimensions into an existing cube.
    A: Yes, dimensions can be swapped in cubes. But the application will require it to be re-deployed and any other
    dependencies would need to be re-mapped as well.

    Q: Do we still have Power Play Transformer?
    A: Transformer still exists in Cognos 10.

    Q: In TM1 Performance Modeler for the link can you use something like allocation table like in
    planning?
    A: Yes.




9
Senturus has over 45 Free Webinars and Other
Resources to View www.senturus.com




10
Who is Senturus ?
 •   Consulting firm specializing in Corporate Performance
     Management
      – Business Intelligence
      – Office of Finance
           • Enterprise planning & budgeting
           • Close, consolidate, report and file (CCRF)
      – San Francisco Business Times Hall of Fame -- Four
        consecutive years in Fast 100 list of fastest-growing
        private companies in the Bay Area

 • Experience
      – 12-year focus on performance management
      – More than 1,200 projects for 500+ clients

 • People
      – Business depth combined with technical expertise.
        Former CFOs, CIOs, Controllers, Directors...
      – DBAs with MBAs


11
A few of our 550+ Clients




12
www.senturus.com
     sales@senturus.com
        1.888.601.6010




13

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IBM Cognos TM1 v10.1: Planning Best Practices -- Questions & Answers

  • 1. Q&A from Cognos TM1 v10.1 Webinar 5/17/2012 www.senturus.com Helping Companies Learn From the Past, Manage the 1 Present and Shape the Future
  • 2. This Q&A is from a Recorded Webinar The questions in this log were collected during Senturus’ webinar entitled TM1 v10.1 Demonstration and Planning Best Practices Overview. After the webinar, the Senturus team answered the questions and distributed the answers shown here. Original Webinar Recording: IBM Cognos TM1 v10.1 Demonstration and Planning Best Practices Overview IBM made significant changes to TM1 in the version 10.1 release. See demonstrations of the new functionality including • Graphical user interface which makes modeling more efficient and intuitive • Managed workspaces - where individuals each have their own dashboard to work with the data, remotely contribute to an enterprise plan, and share their personal data • Full integration to the Cognos Business Intelligence environment. VIEW WEBINAR RECORDING AND DOWNLOAD SLIDE DECK http://info.senturus.com/2012-05-17-TM1v10-FAQ.html 2
  • 3. TM1 v10.1 Question Log - 1 Q: Can you discuss the limitations? I know there is a limit of 10 dimensions. Any other? A: There are no limitations on dimensions in native TM1; limitations will reside on the hardware in which TM1 is hosted on. Q: What kind of system requirements is needed to run TM1 for a small installation? A: System Requirements (disk, memory and processor requirements will vary greatly dependent on data size, number of users and model. The below is just minimum requirements to run the sample TM1 servers provided.) • Disk space: Minimum 500 MB • Memory: Minimum 2GB RAM • Processors: Pentium 4 or higher • O/S: Windows 2003 (x86, x64), Windows 2008 (x86, x64), Windows 7, Linux Q: Is Cognos Insight part of TM1? A: Cognos Insight is different from Cognos Business Insight. Cognos Insight is part of TM1 but is also part of BI and is also stand alone. Q: Does Cognos Insight work with TM1 v10 only or with previous versions too? A: Only v10.1 and above. Q: Will Cognos Insight work on a Macintosh? A: Right now Cognos Insight is only for Windows. If you go to ibm.com you can see supported environments for TM1 and Cognos Insight. . 3
  • 4. TM1 v10.1 Question Log - 2 Q: What is the file size limit to use in Cognos Insight? A: Don't know specifics, but the current version of Cognos Insight is 32 bit. A 64 bit version will be released soon via a service pack, so with the 64 bit version, file size should no longer be an issue. Q: Can you connect Cognos Insight to another TM1 application then publish it back to TM1 and Cognos BI? A: No. You need to publish Cognos Insight first to TM1, then you can connect it to another TM1 application. The publishing process in Cognos Insight can automatically create the TM1/BI link as well as Report Studio reports. Q: Does Cognos Insight work based on in memory method? If yes, what is the RAM size recommendation? A: Cognos Insight in its current version is 32bit only – so 3GB of RAM. The 64bit version is coming soon. Q: Can Cognos Insight be imbedded into a PowerPoint file? A: Yes, but only after the Cognos Insight data is published to BI. 4
  • 5. TM1 v10.1 Question Log - 3 Q: Where does Framework Manager play a role if we are using Cognos Insight distributed to the project to client? A: Only after the Cognos Insight data is published to BI. Q: Are you able to access Insight via Cognos Mobile? A: Yes, as long as you have published your Cognos Insight information to the Cognos Server. At that point all the existing Cognos studios and tools -- including Cognos Mobile -- have access to it. Q: Can 'Attributes' be created (via Cognos Insight) on an end-user desktop and then published to all, without ADMIN intervention? A: No. I hear that is future functionality that will be added eventually. Q: Can users link to external data using pre-built ODBC link in this interface? A: Users can use an ODBC link to import data . 5
  • 6. TM1 v10.1 Question Log - 4 Q: Can you substitute dimensions in these cubes in this version? A: TM1 Performance Modeler allows you to re-dimension an existing cube, either adding or deleting dimensions from a cube or changing the order of dimensions in a cube. Q: TM1 Performance Modular, is there a way to assign orientation of the Model, an option to set pages, rows and columns? A: You have the flexibility to arrange the grid and data. You can also modify tab placement, data sorting, and zero suppression. The next time you open any node in the same application, your settings are retained. Q: Can I attach an Excel file to a cell? A: Not yet, coming soon - I think on a service pack of TM1 10. Q: Besides Excel - what file types can be used as sources for Insight? A: Simple drag and drop: xls, xlsx, csv. Menu Import: Excel (xls,xlsx,xlsm,xlzb); MSAccess (mdb, accdb); dBase files (dbf, ndx, mdx); BI (tabular reports via System Gateway URI access); TM1 (cube view via TM1 server access). Q: Is there a migration path or tool for moving EP applications from EP to TM1 v10? A: No, there aren’t any migration utilities to perform this function Q: How many users can open or connect to one of the TM1 web applications concurrently? A: Using the distributed approach of TM1 10, they have done testing in the thousands of users. 6
  • 7. TM1 v10.1 Question Log - 5 Q: In a family of cubes (like a Contributor model) do we rely on all related cubes to self update if we change data in just one? A: It will depend if the links are set up as rules (updates in real time) or as processes that are kicked off manually or scheduled to update the data. Q: In TM1 Performance Modeler, can it handle conditional formulas and not just multiplication, division, etc? A: Yes, TM1 Performance modeler can create conditional formulas. Q: Do we still need to modify the auto-generated rules to insert SKIPCHECKs and FEEDERS and do they need to be on the same version A: It depends on the complexity of the auto-generated rules. If the rules are complex, there will be some needed "tuning" required of the rules that are auto-generated. And, no, TM1 v10.1 can work with BI v10.1 and 10.1.1 Q: How does a TM1 admin prevent duplicative dimensions from being created? Or dimensions that have mistakes or omissions? A: You cannot create objects with the same names in the same TM1 server instance. Dimensions that are incorrectly created or named, need to be removed and added back in; you cannot rename dimensions. Q – Does publish equate to creating TM1 Contributor app? A – Yes. More accurately, it's creating a Cognos Insight app for people to use to contribute to the plan. It's not the same product as the one called TM1 Contributor. Q: Does TM1 10.1 have Turbo Integrator tabs with color highlighting? A: No, color highlighting in Turbo Integrator is not available yet. 7
  • 8. TM1 v10.1 Question Log - 6 Q: Are end users receiving warnings in TM1 Contributor as they are in Cognos EP Contributor when they take ownership of the related node and try to edit data that has already been edited by another user? A: If you attempt to take ownership of a node that is currently owned by another user, the system can provide a warning message and offer the opportunity for the user to cancel out of taking ownership. Q: Is TM1 version 10 prepared for the advanced allocation rules to be applied for indirect cost distribution? A: Yes, it’s all in the rule building. Q: Can you do allocation and lookup D-links, like in Analyst? A: Yes, TM1 can do all of the three D-link types similar to Analyst. Q: How would I use existing BI cube data to develop my TM1 budget model? A: Develop a planning cube in Cognos Insight along these lines: 1) Pull data and dimensions from the BI cube into a CI workspace. 2) Add elements to the Versions and other dimensions as needed so budget input has a place in the cube. 3) Share the CI workspace with other planners. Q: Can you have comments in TM1? A: Yes, text attributes and data elements can be defined. 8
  • 9. TM1 v10.1 Question Log - 7 Q: Is there a limitation to how many items can be in the approval hierarchy (elist)? A: No, especially not in TM1, but there are practical, performance limits for eLists in EP (depends upon the size of the rest of the model (number of tabs), calculations, use of Cut-Down lists, etc.) Q: How do you use TM1 cubes in Framework Manager? A: TM1 v10.1 must have the interoperability function configured to allow packages to be published from TM1. Q: You demonstrated how to create dimensions, I was curious about swapping one dimension for another, also curious about adding additional dimensions into an existing cube. A: Yes, dimensions can be swapped in cubes. But the application will require it to be re-deployed and any other dependencies would need to be re-mapped as well. Q: Do we still have Power Play Transformer? A: Transformer still exists in Cognos 10. Q: In TM1 Performance Modeler for the link can you use something like allocation table like in planning? A: Yes. 9
  • 10. Senturus has over 45 Free Webinars and Other Resources to View www.senturus.com 10
  • 11. Who is Senturus ? • Consulting firm specializing in Corporate Performance Management – Business Intelligence – Office of Finance • Enterprise planning & budgeting • Close, consolidate, report and file (CCRF) – San Francisco Business Times Hall of Fame -- Four consecutive years in Fast 100 list of fastest-growing private companies in the Bay Area • Experience – 12-year focus on performance management – More than 1,200 projects for 500+ clients • People – Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors... – DBAs with MBAs 11
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