01.cognos TM1 Performance Modeler User Guide 10.1.0

Cognos TM1 Performance Modeler User Guide 10.1.
0
Contents
1. Introduction
2. Getting started with Cognos TM1 Performance Modeler
2.1. Logging on to Cognos TM1 Applications
2.2. Starting Cognos TM1 Performance Modeler
2.. !rgani"ing #our content using folders
2..1. Creating folders
2..2. $iewing control o%&ects
2.'. $iewing o%&ect details
2.'.1. Loo(ing at multiple )iews
2.'.2. Anal#"ing o%&ect dependencies
. *esigning models and applications
.1. Model design
.1.1. *efining dimensions for #our model
.1.2. +uilding cu%es
.1.. Lin(ing cu%es
.1.'. Creating rules and processes
.2. Application design
.2.1. *efining an appro)al hierarch#
.2.2. *efining )iews and we%sheets
.2.. *eplo#ing the application
.2.'. *efining securit#
.2.,. Acti)ating an application
'. Creating and formatting dimensions
'.1. Creating new dimensions
'.1.1. Creating calculation dimensions
'.1.1.1. Creating arithmetic - and C calculations
'.1.1.2. Creating - calculations using dimension functions
'.1.2. Creating time dimensions
'.1.2.1. Adding mem%ers with the add time period and attri%ute tool
'.1.. Creating )ersions dimensions
'.1.'. Creating hierarch# dimensions
'.1.,. Creating generic dimensions
'.1... Changing the dimension t#pe
'.2. /diting dimensions
'.2.1. Creating a numeric attri%ute
'.2.2. Creating a te0t attri%ute
'.2.. Creating an alias attri%ute in a dimension
'.2.'. /diting the dimension displa# options
'.2.,. Adding a single mem%er to a dimension
'.2... Adding multiple mem%ers to a dimension
'.2.1. 2emo)ing a mem%er from a consolidation
'.. 3ormatting mem%ers
'..1. 3ormatting a mem%er
'..2. Creating su%sets
'... Creating d#namic su%sets
'..'. Appl#ing a filter to a su%set
'..,. Creating pic( lists
,. Creating cu%es
,.1. Creating a cu%e using dimensions
,.1.1. *ropping dimensions on a new cu%e
,.1.2. 4sing the (e#%oard to add dimensions
,.2. Adding dimensions to the cu%e
,.. 2emo)ing dimensions from the cu%e
,.'. Changing the order of dimensions
,.,. $iewing the rules of a cu%e
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,.,.1. Creating a rules o%&ect
,... *efining a cu%e )iew
,...1. Creating a new cu%e )iew
,...2. /0panding and collapsing consolidations
,.... Pi)oting dimensions
,...'. 5iding mem%ers
,...,. *efining a )iew %ased on su%sets and selected mem%ers
,..... /diting a wor(ing su%set from a )iew
,...1. Changing the wor(ing su%set of a )iew
.. Creating lin(s
..1. Specif#ing source and target cu%es
..2. /sta%lishing correspondence and mapping dimensions
..2.1. Slicing on dimension mem%ers
..2.2. +rea(ing a correspondence
..2.. Changing the mapping t#pe
... Setting the lin( implementation t#pe
...1. Generating and running lin( processes
...1.1. Modif#ing a lin( implemented as a process
..'. 4sing pic( lists as )irtual dimensions in lin(s
..,. 4sing dimension attri%utes as )irtual dimensions in lin(s
.... Creating internal lin(s
..1. Lin( )alidation
..1.1. 2epairing lin(s
..6. Lin( properties
1. Managing rules and feeders
1.1. Automaticall# generated rules and feeders
1.1.1. *imension calculation rules
1.1.2. Lin( rules
1.2. Manuall# generated rules and feeders
1.. /diting rules and feeders
1..1. /0panding and collapsing rule and feeder %loc(s
1..2. 2eordering rule %loc(s and statements
1... Commenting and uncommenting lines of code
1..'. /na%ling and disa%ling rules and feeders
1..,. Cop#ing content from an automaticall# generated rule and feeder
1.... 4sing Content Assist
1..1. Clearing rules and feeders
1.'. $alidating rules and feeders
1.,. 2ule properties
6. Setting up securit# and control access for user groups
6.1. Capa%ilities and securit# for user groups
6.1.1. Capa%ilit# assignments
6.1.2. *ata access and securit#
6.2. *efining a new user group
6.. Assigning capa%ilities to user groups
6.'. *efining a new user for a user group
6.,. *efining securit# and access settings
6... Creating a cell securit# cu%e
6.1. Creating a pic( list cu%e
7. Importing and transferring data
7.1. Importing data
7.1.1. Importing and mapping dimensions or cu%es
7.1.2. Importing from a relational data source
7.1.. Importing from a su%set data source
7.2. Transferring data
7.2.1. Configuring Cognos TM1 Performance Modeler for Cognos +usiness $iewpoint
7.2.2. Transferring in dimensions
7.2.. Transferring an application
7.2..1. Transferring out an application
7.2..2. Transferring in an application
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7.2.'. Transferring o%&ects from a de)elopment to a production en)ironment
7.2.'.1. Transferring out o%&ects
7.2.'.2. Transferring in o%&ects
18. *esigning and deplo#ing applications and managing rights
18.1. *esign and deplo# an application
18.1.1. Creating a new application
18.1.2. *efining application )iews
18.1.. *efining application we%sheets
18.1.'. *efining an appro)al hierarch#
18.1.,. Selecting the default client s#stems for use with the application
18.1... $alidating and deplo#ing the application
18.2. Ad)anced modeling
18.2.1. /na%ling ad)anced modeling
18.2.2. Adding dependencies manuall#
18.. Managing rights for the application
18..1. Managing user groups and rights for an application with an appro)al hierarch#
18..2. Managing user groups for a central t#pe application
18.'. Managing I+M Cognos TM1 Performance Modeler in the portal
18.'.1. Acti)ating an application in a portal
18.'.2. /0porting an application from the portal
18.'.. Importing an e0ported application to the portal
18.'.'. 2esetting an application in the portal
11. Administering and maintaining I+M Cognos TM1 Performance Modeler
11.1. !ptimi"ing the memor# consumption of a cu%e
11.2. Managing processes
11.2.1. Creating a process
11.2.2. 4sing the process editor
11.2.2.1. /diting procedures
11.2.. Scheduling processes
12. Accessi%ilit# features
12.1. 9e#%oard shortcuts
12.2. I+M and accessi%ilit#
1. Cognos TM1 Performance Modeler for e0isting Cognos TM1 users
1'. *imension calculations
1'.1. Arithmetic operations
1'.1.1. Sum
1'.1.2. *ifference
1'.1.. Multiplication
1'.1.'. *i)ision
1'.2. 3unctions
1'.2.1. C4M4LAT/
1'.2.2. */C4M4LAT/
1'.2.. LAG
1'.2.'. LAST-:
1'.2.,. P/2I!*STA2T
1'.2... P/2I!*MI**L/
1'.2.1. P/2I!*/-*
1'.2.6. P/2I!**A;S
1'.2.7. $A2IA-C/
1'.2.18. $A2IA-C/P/2C/-T
1'.. S#nta0 com%inations
1,. -otices
1,.1. <
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1. Introduction
4se I+M= Cognos= TM1= Performance Modeler to %uild models using dimensions> cu%es> lin(s> and rules. Create
applications from cu%e )iews> assign wor(flow> and set up securit#. ;ou can then deplo#> administer> and maintain
#our applications.
Finding information
To find I+M Cognos product documentation on the we%> including all translated documentation> access one of the
I+M Cognos Information Centers at http?@@pu%li%.%oulder.i%m.com@infocenter@cogic@)1r8m8@inde0.&sp. 2elease
-otes are pu%lished directl# to Information Centers> and include lin(s to the latest technotes and APA2s.
Accessibility features
Accessi%ilit# features help users who ha)e a ph#sical disa%ilit#> such as restricted mo%ilit# or limited )ision> to use
information technolog# products. Cognos TM1 Performance Modeler has accessi%ilit# features. 3or information on
these features> see the Accessi%ilit# features section in this document.
I+M Cognos 5TML documentation has accessi%ilit# features. P*3 documents are supplemental and> as such> include
no added accessi%ilit# features.
Forwardloo!ing statements
This documentation descri%es the current functionalit# of the product. 2eferences to items that are not currentl#
a)aila%le ma# %e included. -o implication of an# future a)aila%ilit# should %e inferred. An# such references are not
a commitment> promise> or legal o%ligation to deli)er an# material> code> or functionalit#. The de)elopment>
release> and timing of features or functionalit# remain at the sole discretion of I+M.
"am#les disclaimer
The Great !utdoors Compan#> G! Sales> an# )ariation of the Great !utdoors name> and Planning Sample depict
fictitious %usiness operations with sample data used to de)elop sample applications for I+M and I+M customers.
These fictitious records include sample data for sales transactions> product distri%ution> finance> and human
resources. An# resem%lance to actual names> addresses> contact num%ers> or transaction )alues is coincidental.
!ther sample files ma# contain fictional data manuall# or machine generated> factual data compiled from academic
or pu%lic sources> or data used with permission of the cop#right holder> for use as sample data to de)elop sample
applications. Product names referenced ma# %e the trademar(s of their respecti)e owners. 4nauthori"ed
duplication is prohi%ited.
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$. Getting started wit% Cognos TM1 Performance Modeler
In I+M= Cognos= TM1= Performance Modeler #ou can create applications for use in I+M Cognos TM1 Applications.
Applications are %ased on models that contain dimensions> cu%es> and lin(s. ;ou can also administer those
applications> assign securit#> and esta%lish a wor(flow using Cognos TM1 Performance Modeler.
Create a model containing dimension> cu%e> and lin( o%&ects. This model contains the o%&ects reAuired to create
#our applications. ;ou can create rules and feeder scripts from the logic in the formulas and lin(s. 2ules determine
the format and presentation of data and can also manipulate it. In addition to using rules that are generated> #ou
can also manuall# create rules. Load data into applications %# importing data and creating Tur%oIntegrator
processes.
Create applications %ased on the o%&ects contained in #our model for use in Cognos TM1 Applications. Create cu%es
%ased on the dimensions that e0ist in the model. 4se lin(s to ma(e connections %etween the cu%es. Include )iews
in an application to define the wa# it is presented to an end user. Set up a wor(flow to determine how contri%utors
will interact with the application. *efine the default presentation of the application> including la#out and languages
to %e used. Set up groupB%ased securit# to define the actions that group mem%ers can ta(e within an application.
;ou can use either I+M Cognos Access Manager securit# or Cognos TM1 securit#.
As an administrator> #ou can modif# an e0isting application. 3or e0ample> #ou can update model o%&ects> add and
remo)e users> and change access settings. ;ou can also manage the updating of runtime cu%es> including
importing data and metadata. *eplo# an application %efore #ou set up an appro)al hierarch#.
&ogging on to Cognos TM1 A##lications
+efore #ou can start I+M Cognos TM1 Performance Modeler> #ou must log on to I+M Cognos TM1 Applications.
The first time #ou log on> #ou must specif# se)eral configuration parameters for #our specific implementation.
"tarting Cognos TM1 Performance Modeler
;ou can create and manage I+M Cognos TM1 Applications in I+M Cognos TM1 Performance Modeler.
'rgani(ing your content using folders
4se folders to categori"e and organi"e #our content.
)iewing ob*ect details
$iew details of o%&ects in the o%&ect )iewer and in the Pro#erties pane.
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$.1. &ogging on to Cognos TM1 A##lications
+efore #ou can start I+M= Cognos= TM1= Performance Modeler> #ou must log on to I+M Cognos TM1
Applications. The first time #ou log on> #ou must specif# se)eral configuration parameters for #our specific
implementation.
After these parameters are set> su%seAuent logon attempts reAuire #ou to pro)ide onl# a )alid username and
password for the I+M Cognos TM1 ser)er on which #our Cognos TM1 Applications resides.
Procedure
In a we% %rowser> enter the we% address for #our Cognos TM1 Applications installation> t#picall#
http://server_name:9510/pmpsvc.
1.
/nter #our user name and password.
To create and manage Cognos TM1 Applications> the user name #ou enter must %e a mem%er of the A*MI-
group on the Cognos TM1 ser)er. If #ou want to create and manage applications across multiple Cognos TM1
ser)ers> #ou must use the same administrati)e user name and password on all ser)ers.
2.
Clic( '+. .
The Planning A##lications %o0 lists all of the Cognos TM1 ser)ers registered on the Admin Ser)er. Select the
ser)er #ou want to use for #our Cognos TM1 Applications.
'.
Clic( '+. ,.
Parent to#ic, Getting started with Cognos TM1 Performance Modeler
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$.$. "tarting Cognos TM1 Performance Modeler
;ou can create and manage I+M= Cognos= TM1= Applications in I+M Cognos TM1 Performance Modeler.
-efore you begin
To create and manage Cognos TM1 Applications> #ou must %e a mem%er of the A*MI- group on the TM1 ser)er.
Procedure
Log on to Cognos TM1 Applications. 1.
Clic( the Model t%e data icon to start Cognos TM1 Performance Modeler. 2.
.esults
Chen Cognos TM1 Performance Modeler is opened> it displa#s a guide to model design.
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$./. 'rgani(ing your content using folders
4se folders to categori"e and organi"e #our content.
+# default> e0isting o%&ects on the TM1= ser)er are grouped into folders organi"ed %# content t#pe as follows?
*imensions
Cu%es
Lin(s
Processes
Chores
;ou can change how #our content organi"ed to suit #our needs. 3or e0ample> #ou ma# want to name #our folders
after the applications that #ou are %uilding. All the content for each application can then %e stored in the
appropriate folder. !r #ou ma# want to create a folder named Shared *imensions that contains dimensions used %#
multiple applications.
;our folder structure should complement the wa# in which #our organi"ation wor(s. Such a folder structure can
impro)e the efficienc# of man# concurrent users.
Creating folders
4se folders to store #our content in a wa# that suits #ou.
)iewing control ob*ects
$iew control o%&ects to see securit# settings and certain o%&ect attri%utes.
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$./.1. Creating folders
4se folders to store #our content in a wa# that suits #ou.
Procedure
In the Model *esign pane> from the 0ew list > clic( Folder. 1.
/nter a name for the new folder and clic( '+. 2.
Parent to#ic, !rgani"ing #our content using folders
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$./.$. )iewing control ob*ects
$iew control o%&ects to see securit# settings and certain o%&ect attri%utes.
About t%is tas!
Control o%&ects are generated %# I+M= Cognos= TM1= ser)er to perform special tas(s. Chen #ou ma(e them
)isi%le> control o%&ects appear in the Model *esign pane. Their names alwa#s %egin with a right curl# %race DEF. 3or
e0ample> #ou configure securit# for the cells in a cu%e named planG%udget. A cell securit# cu%e named
ECellSecurit#GplanG%udget appears under Control 'b*ects > Cubes.
Procedure
Clic( the Actions menu icon and then clic( "%ow Control 'b*ects. A chec( mar( displa#s ne0t to the
option name. The Control 'b*ects folder is displa#ed> with su%folders that contain control o%&ects.
1.
If #ou want to hide control o%&ects> clic( the Actions menu icon and then clic( "%ow Control 'b*ects.
The chec( mar( ne0t to the option name and the Control 'b*ects folder %oth disappear.
2.
Parent to#ic, !rgani"ing #our content using folders
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$.1. )iewing ob*ect details
$iew details of o%&ects in the o%&ect )iewer and in the Pro#erties pane.
!rgani"e o%&ects on the left side of #our window in the Model *esign Pane or in the Application *esign pane. As
#ou design #our model or application> #ou can )iew o%&ects in the left pane in more detail %# dou%le clic(ing them.
Chen #ou dou%le clic( an o%&ect> details a%out the o%&ect appear in two places?
the o%&ect )iewer
the Properties pane
T%e ob*ect 2iewer
!%&ect )iewers appear in the upperBright section of the window. /ach o%&ect )iewer has a ta% at the top with the
name of the o%&ect and an icon that denotes one of the o%&ect t#pes shown in the following ta%le?
'b*ect ty#e Icon
*imension
Su%set
Cu%e
Cu%e )iew
Lin(
Process
Chore
2ules
A )isual representation of the o%&ectHs structure appears %elow the ta%. The )iew is different for each o%&ect t#pe.
3or e0ample> cu%es )iewers show a grid of two dimensions plus conte0t filters for additional dimensions. *imension
)iewers show a grid of mem%ers and properties. And lin( )iewers show two o%&ects %eing lin(ed plus directional
arrows that show how elements of the o%&ects lin( to each other.
T%e Pro#erties #ane
The Properties pane appears in the lowerBright section of the window. It lists properties of the currentl# selected
o%&ect> such as name> o%&ect t#pe> num%er of elements> and related o%&ects. Some of the related o%&ects contain
h#perlin(s. If #ou clic( one of the h#perlin(s> the lin(ed o%&ect opens in the o%&ect )iewer.
!ne wa# #ou can use the Properties pane is to compare the o%&ect in the )iewer with an o%&ect in the Model *esign
pane. 3or e0ample> a cu%e appears in the o%&ect )iewer. ;ou clic( once on a second cu%e in the Model *esign pane.
The second cu%eHs dimensions are listed in the Properties pane. ;ou can now compare the Propert# pane
dimensions with the o%&ect )iewer dimensions.
&oo!ing at multi#le 2iews
Loo( at multiple )iews to help #ou decide which )iew is most suita%le or to create a new )iew that presents the
data e0actl# as #ou wish.
Analy(ing ob*ect de#endencies
Anal#"e an o%&ectHs dependencies to see which other o%&ects would %e affected if #ou delete it.
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$.1.1. &oo!ing at multi#le 2iews
Loo( at multiple )iews to help #ou decide which )iew is most suita%le or to create a new )iew that presents the
data e0actl# as #ou wish.
Procedure
!pen an o%&ect. The o%&ect appears in the o%&ect )iewer. 1.
2epeat step 1 for additional o%&ects. The ta%s for each )iewer appear are )isi%le in the upper right pane.
5owe)er> the entire contents of onl# the most recentl# opened )iew is displa#ed. Chen )iews are displa#ed in
this orientation> #ou can see onl# one )iew at a time.
2.
Stac( the )iews on top of each other.
Clic( the ta% of a )iew> and drag it to the %ottom of the upperBright pane until the cursor changes from a
la#ered o%&ect icon to a down arrow .
a.
2elease the mouse %utton. The )iew appears %elow the other )iews. %.
2epeat these steps to stac( additional )iews. c.
.
Parent to#ic, $iewing o%&ect details
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$.1.$. Analy(ing ob*ect de#endencies
Anal#"e an o%&ectHs dependencies to see which other o%&ects would %e affected if #ou delete it.
About t%is tas!
!%&ects ha)e relationships with other o%&ects. 3or e0ample> a cu%e can %e lin(ed to another cu%e. !r a dimension
can %e part of a cu%eHs structure. If one o%&ectHs deletion would affect a second o%&ectHs properties> the second
o%&ect is called a dependent object.
Therefore> when one cu%e lin(s to a second cu%e> the first cu%e is the dependent o%&ect. This is %ecause deleting
the second cu%e would result in a %ro(en lin( for the first cu%e. Similarl#> when a dimension is part of a cu%e> the
cu%e is the dependent o%&ect %ecause deleting the dimension would affect the structure of the cu%e.
;ou can )iew all the dependent o%&ects of selected o%&ects. This can help #ou decide which o%&ects not to delete. If
#ou tr# to delete an o%&ect that has dependent o%&ects> #ou will %e prompted to remo)e the dependencies first.
Procedure
In the Model *esign pane> e0pand a folder. 1.
Select one or more o%&ects.
0ote, CtrlBclic( to select multiple o%&ects.
2.
2ightBclic( on the selection and clic( "%ow 3e#endencies. A 3e#endencies ta% lists all the dependent
o%&ects for each selected o%&ect.
.
If #ou want to open a dependent o%&ect in the )iewer> clic( its lin(. '.
If #ou want to sort multiple dependencies> do the following actions?
Clic( the 'b*ect column header to sort selected o%&ects. a.
Clic( the Is needed by column header to sort the dependent o%&ects. %.
,.
Parent to#ic, $iewing o%&ect details
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/. 3esigning models and a##lications
There are two different design guides? Model *esign and Application *esign.
Model *esign guides #ou through designing cu%es and dimensions that form the %asis of #our financial anal#sis
models.
Application *esign ma(es it eas# to follow the steps needed to create an application that users can re)iew and
contri%ute to> including deplo#ment> )alidation> and securit# definition.
Model design
Launched from the I+M= Cognos= Applications portal> the Model *esign pane ta(es #ou through the process
of creating dimensions> cu%es> and lin(s to define the %usiness logic for an application.
A##lication design
After #ou ha)e modeled #our %usiness process> #ou can create an application so that users can re)iew and
contri%ute to it.
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/.1. Model design
Launched from the I+M= Cognos= Applications portal> the Model *esign pane ta(es #ou through the process of
creating dimensions> cu%es> and lin(s to define the %usiness logic for an application.
3efining dimensions for your model
The dimensions step guides #ou through creating the dimensions such as Chart of Accounts> Products> Time>
and $ersion used in #our application.
-uilding cubes
Another step in modeling #our %usiness data is to use the dimensions that #ou ha)e alread# defined to %uild
cu%es.
&in!ing cubes
The Model *esign pane gi)es #ou the option to create lin(s to mo)e data %etween cu%es.
Creating rules and #rocesses
2ules and processes can %e created from the Model *esign pane.
Parent to#ic, *esigning models and applications
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/.1.1. 3efining dimensions for your model
The dimensions step guides #ou through creating the dimensions such as Chart of Accounts> Products> Time> and
$ersion used in #our application.
This part of the Model *esign pane helps #ou not &ust define dimensions> %ut also to populate them and specif#
other attri%utes and calculations #ou need for #our model.
Parent to#ic, Model design
.elated conce#ts?
Creating and formatting dimensions
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/.1.$. -uilding cubes
Another step in modeling #our %usiness data is to use the dimensions that #ou ha)e alread# defined to %uild cu%es.
4se the Model *esign pane to create cu%es that ser)e %usiness reAuirements> such as Sales Planning or /0pense
Anal#sis using rele)ant dimensions.
.elated conce#ts?
Creating cu%es
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/.1./. &in!ing cubes
The Model *esign pane gi)es #ou the option to create lin(s to mo)e data %etween cu%es.
This capa%ilit# helps #ou create lin(s> for e0ample> to reference assumption data in a planning cu%e.
.elated conce#ts?
Creating lin(s
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/.1.1. Creating rules and #rocesses
2ules and processes can %e created from the Model *esign pane.
*imension calculations and lin(s generate rules and feeders automaticall#. Lin(s can also generate processes.
!ptionall#> #ou can create rules for ad)anced calculations> and processes for managing and maintaining the model.
Processes can then %e grouped into chores for ongoing maintenance.
.elated conce#ts?
Managing rules and feeders
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/.$. A##lication design
After #ou ha)e modeled #our %usiness process> #ou can create an application so that users can re)iew and
contri%ute to it.
The application identifies the cu%es )iews> we%sheets> and other o%&ects a re)iewer or contri%utor needs to
complete their wor(. After the application is designed> it is deplo#ed so that it is a)aila%le and securit# is defined so
that onl# the authori"ed users ha)e access to the part of the plan the# need.
3efining an a##ro2al %ierarc%y
If an appro)al hierarch# is needed for this application> the su%set used is lin(ed to the application here.
3efining 2iews and webs%eets
$iews and we%sheets that are needed for this application are identified in the application design pane.
3e#loying t%e a##lication
+efore re)iewers or contri%utors can use the application> it is deplo#ed to the I+M= Cognos= TM1=
Application Ser)ice.
3efining security
The securit# defined for the application restricts users to onl# the part of the data the# need to accomplish their
wor(.
Acti2ating an a##lication
The final step is to acti)ate the application in the I+M Cognos Applications portal. Acti)ating the application
ma(es it )isi%le to users who are not administrators.
Parent to#ic, *esigning models and applications
21 of 189 25-09-2014 18:17
/.$.1. 3efining an a##ro2al %ierarc%y
If an appro)al hierarch# is needed for this application> the su%set used is lin(ed to the application here.
3or hierarchical or continuous applications> specif# a dimension su%set to use as an appro)al hierarch#. !ther t#pes
of applications do not need an appro)al hierarch# specified.
Parent to#ic, Application design
.elated tas!s?
*efining an appro)al hierarch#
22 of 189 25-09-2014 18:17
/.$.$. 3efining 2iews and webs%eets
$iews and we%sheets that are needed for this application are identified in the application design pane.
*rag cu%e )iews and we%sheets from #our TM1= ser)er to the application to ma(e them a)aila%le to re)iewers and
contri%utors.
.elated tas!s?
*efining application )iews
*efining application we%sheets
23 of 189 25-09-2014 18:17
/.$./. 3e#loying t%e a##lication
+efore re)iewers or contri%utors can use the application> it is deplo#ed to the I+M= Cognos= TM1= Application
Ser)ice.
*eplo# the application to the portal to ma(e it a)aila%le to users from the selected clients.
.elated tas!s?
$alidating and deplo#ing the application
24 of 189 25-09-2014 18:17
/.$.1. 3efining security
The securit# defined for the application restricts users to onl# the part of the data the# need to accomplish their
wor(.
3or hierarchical wor(flow or continuous planning applications> define securit# against the appro)al hierarch#.
.elated conce#ts?
Setting up securit# and control access for user groups
25 of 189 25-09-2014 18:17
/.$.4. Acti2ating an a##lication
The final step is to acti)ate the application in the I+M= Cognos= Applications portal. Acti)ating the application
ma(es it )isi%le to users who are not administrators.
.elated tas!s?
Acti)ating an application in a portal
26 of 189 25-09-2014 18:17
1. Creating and formatting dimensions
To ma(e the data a)aila%le for input and anal#sis> #ou must first structure #our data into dimensions.
A dimension is a %road grouping of related data a%out a ma&or aspect of #our %usiness> such as product> time> and
region. /ach dimension includes le)els of mem%ers in one or more hierarchies and an optional set of calculated
mem%ers or special categories. *imensions define the grid of a ta% in I+M= Cognos= TM1= Applications> forming
the rows> columns> and conte0t. +efore #ou create a dimension> #ou must determine what aspects of #our data are
related and decide what data will %e reAuired in rows and columns of #our plans. I+M Cognos TM1 Performance
Modeler will guide #ou %# pro)iding rele)ant properties for each dimension t#pe.
Creating new dimensions
Chen #ou create a new dimension> #ou ha)e to set the dimension to a dimension t#pe> these t#pes are
descri%ed %elow.
5diting dimensions
The dimension editor can %e used to add> delete> and change the attri%utes and mem%ers of the dimension.
Formatting members
3ormat is a user defined propert# for mem%ers. 4sers can define num%er st#le> date> time> and te0t from the
format editor.
.elated conce#ts?
*efining dimensions for #our model
27 of 189 25-09-2014 18:17
1.1. Creating new dimensions
Chen #ou create a new dimension> #ou ha)e to set the dimension to a dimension t#pe> these t#pes are descri%ed
%elow.
Calculation dimensions
A calculation dimension contains formulas that perform mathematical and other operations on #our data. 3or
e0ample> use calculation dimensions to set up profit and loss statements for #our compan# or when #ou use pic(
lists to pro)ide structured data entr# to end users.
Time dimensions
A time dimension contains time mem%ers that are meaningful to #our users> such as financial accounting periods or
the dates of sales transactions. These include?
con)entional date periods> such as #ears> Auarters> months> and wee(s
industr#Bspecific periods> such as 1 wee( manufacturing periods
custom periods> such as fiscal #ears
lunar time periods> such as lunar #ears or months
)ersions dimensions
A )ersions dimension contains data from )arious iterations of a mem%er in an application. 3or e0ample> #ou want
to see the differences in current %udget )ersions for the cost of supplies and compare the %udgets to costs for prior
#ears. The data in )ersion dimensions should not %e aggregated> %ecause multiple data entries for the same item
are included in them.
6ierarc%y dimensions
A hierarch# dimension contains a representation of the reporting structure of #our %usiness> department> or
enterprise. This dimension determines the wor(flow of #our application. As wor( is completed on leaf nodes in the
appro)al hierarch#> the wor(flow logic guides su%missions upward through the appro)al hierarch#> until the top
node is reached. At each step in the ascension through the appro)al hierarch#> users can selecti)el# edit> re)iew> or
su%mit )iews in the application> dependent upon access rights.
Generic dimensions
A generic dimension contains general mem%ers> such as lists of departments> products> or customers. A generic
dimension can %e used when #ou do not (now the precise dimension t#pe. The dimension t#pe can %e changed at a
later stage.
Creating calculation dimensions
Create a calculation dimension when #ou need to do calculations and measurements on numerical data.
Creating time dimensions
A time dimension defines the time periods that define the wor(flow of #our application.
Creating 2ersions dimensions
Create a )ersions dimension when #ou need to compare different )ersions of similar data.
Creating %ierarc%y dimensions
Create a hierarch# dimension to contain lists of mem%ers in a hierarchical structure.
Creating generic dimensions
Create a generic )ersion when #ou are not sure of the precise dimension t#pe.
C%anging t%e dimension ty#e
After a generic dimension is created> #ou can change the dimension t#pe from generic to the dimension t#pe
#ou reAuire.
Parent to#ic, Creating and formatting dimensions
28 of 189 25-09-2014 18:17
1.1.1. Creating calculation dimensions
Create a calculation dimension when #ou need to do calculations and measurements on numerical data.
About t%is tas!
A calculation dimension contains formulae that perform mathematical operations on #our data. 3or e0ample> use a
calculation dimension to set up a profit and loss statement for #our compan#. A calculation dimension can also %e
considered the dimension to use for measures dimensions. A calculation dimension has the following attri%utes?
0ame> the mem%er name.
Format> user defined? num%er> date@time and te0t formats.
Pic! &ist> a lin( to a predefined dimension or su%set.
0ature of #ositi2e 2ariance> the result of a positi)e )alue> either fa)ora%le or unfa)ora%le. This attri%ute is
onl# used in con&unction with a )ersion dimension. 3or e0ample> a positi)e )alue for sales and price would %e
fa)ora%le> %ut a positi)e )alue for cost of sales would %e unfa)ora%le.
0 Calculation> a simple calculation performed at the leaf le)el.
C Calculation> a calculation performed on aggregated results.
7eig%t> a factor applied usuall# of minus 1 to change a positi)e )alue to a negati)e )alue. 3or e0ample> if the
unit price for a product is /42 ,8 and the discount is /42 ,> a weight of B1 applied to the discount (eeps an
addition result logical.
Inde8> a numerical )alue to allow Auic( access to the mem%ers.
Procedure
In the Model *esign pane> rightBclic( the 3imensions folder and clic( the 0ew icon . 1.
Clic( the 3imension icon . 2.
T#pe the name of the new dimension and select Calculation from the 3imension ty#e list. .
Add the mem%ers of the dimension to the 0ame attri%ute either %# t#ping the list or doing a cop#@paste action.
3or e0ample? Quantity> Price> Revenue> Cost of Sales> Net Sales.
'.
Sa)e the dimension. ,.
Creating arit%metic 0 and C calculations
An - calculation is a simple calculation performed at the dimension le)el %etween two mem%ers of the that
dimension that ha)e input )alues. A C calculation is a calculation performed on aggregated results to gi)e a
consolidated total.
Creating 0 calculations using dimension functions
An - calculation using a dimension function is a calculation performed at the dimension le)el %etween an input
)alue of a mem%er of that dimension and the function selected.
Parent to#ic, Creating new dimensions
29 of 189 25-09-2014 18:17
1.1.1.1. Creating arit%metic 0 and C calculations
An - calculation is a simple calculation performed at the dimension le)el %etween two mem%ers of the that
dimension that ha)e input )alues. A C calculation is a calculation performed on aggregated results to gi)e a
consolidated total.
About t%is tas!
The )alues of mem%ers within a dimension can %e used for simple and consolidated calculations using arithmetic
operands IDSumF> BD*ifferenceF> JDMultipicationF> and @D*i)isionF. A simple calculation is deri)ed from two input
)alues> a consolidated calculation is deri)ed from the results of the simple calculations. 3or e0ample> Pro&ected
2e)enue K Luantit# J Price for an - calculation> whereas A)erage Price K Total 2e)enue @ Luantit# for a C
calculation. The e0pression editor helps in the selection of commonl# used aggregation %eha)iors for a C
calculationM Force to 9ero> 7eig%ted A2erage> and Time A2erage.
Procedure
!pen the calculation dimension to %e edited. 1.
;ou can either add simple formulae directl# to the appropriate mem%ers> or #ou can add formulae with the
e0pression editor. 3or e0ample> to add a formula directl# for a simple calculation> in the column 0 Calculation
for a mem%er> t#pe =<member1>*<member2> where <member1> and <member2> are mem%ers with input )alues.
The result gi)es the product of the mem%ers at the leaf le)el. To add a formula to gi)e aggregated results> in
the column C Calculation for a mem%er> t#pe =<member3>/<member4> where <member3> and <member4> are
calculated )alues. The result gi)es a consolidated calculation of the aggregated total.
2.
To add a formula with the e0pression editor> clic( the cell where #ou want to add the formula. .
Clic( the More %utton in that cell. The e0pression editor opens. '.
Select Arithmetic from the '#eration ty#e field. ,.
Select the operation t#pe?+(Sum)-(Difference)*(Multipication)/(Division) ..
In the 58#ression field> dou%leBclic( the operand1 in the e0pression DHNoperand1OHJHNoperand2OHF. T#pe the
name of the mem%er for operand1. The name of the mem%er must %e identical to the mem%er name in the
name attri%ute. If the name has two words the name shows in single Auote mar(s. Mem%ers can also %e
dragged and dropped into the e0pression editor> either indi)iduall# or %# selecting multiple mem%ers at a time.
1.
2epeat the pre)ious step for Noperand2O. 6.
Sa)e the dimension. 7.
Parent to#ic, Creating calculation dimensions
30 of 189 25-09-2014 18:17
1.1.1.$. Creating 0 calculations using dimension functions
An - calculation using a dimension function is a calculation performed at the dimension le)el %etween an input
)alue of a mem%er of that dimension and the function selected.
About t%is tas!
The e0pression editor has %uiltBin functions that uses mem%er )alues as input for calculations. A function
e0pression is deri)ed from the dimension function and an input )alue and in some instances also a pad )alue. The
e0pression editor helps in the selection of the dimension functions.
Procedure
!pen the calculation dimension to %e edited. 1.
To add a function with the e0pression editor> clic( the cell where #ou want to add the function. 2.
Clic( the More %utton in that cell. The e0pression editor opens. .
Clic( the Functions tag and e0pand the 3imension Functions tree. '.
Select the function t#pe and drag the function to the e0pression editor. If #ou clic( the Tips tag> the power
editing support opens that gi)es a detailed e0planation of the function selected.
,.
In the 58#ression field> drag and drop the mem%er into the e0pression editor o)er the <Input> field. ;ou can
also t#pe the name of the mem%er for the field. The name of the mem%er must %e identical to the mem%er
name in the name attri%ute. If the name has two words the name shows in single Auote mar(s.
..
Parent to#ic, Creating calculation dimensions
.elated conce#ts?
3unctions
31 of 189 25-09-2014 18:17
1.1.$. Creating time dimensions
A time dimension defines the time periods that define the wor(flow of #our application.
About t%is tas!
A time dimension contains time mem%ers> such as financial accounting periods or the dates of sales transactions.
Almost all applications will reAuire a time dimension. 4sing the Time dimension tool> #ou can add in multiple
le)els of mem%ers. 3or e0ample> #ou can add in Auarters> months> and da#s.
0ote, Chen more than one time dimension is used in a cu%e> the timeBrelated calculation onl# applies to the first
time dimension in the cu%e.
A time dimension has the following attri%utes?
0 Calculation> a calculation performed to gi)e an aggregated result.
"tart 3ate> the first date of the dimension.
5nd 3ate> the last date of the dimension.
&ast Period> the final period in the seAuence.
First Period> the initial period in the seAuence.
Pre2ious Period> the pre)ious period in the seAuence.
0e8t Period> the ne0t period in the seAuence.
7eig%t> a factor applied usuall# of B1 to change a positi)e )alue to a negati)e )alue.
Procedure
T#pe the name of the new dimension and select Time from the 3imension ty#e list. .
Add the mem%ers of the dimension to the 0ame attri%ute either %# t#ping the list or doing a cop#@paste action
from a spreadsheet. 3or e0ample ;ear> L1> L2> L> L'
'.
4sing the e0ample shown> for the mem%er Year> select the First Period attri%ute and t#pe L1. ,.
3or the same mem%er select the &ast Period attri%ute and t#pe L'. ..
3rom the same e0ample> select the mem%er L1 and select the attri%ute Start *ate. 3rom the drop down
calender> select the first date for L1.
1.
2epeat for the attri%ute /nd *ate and select the last date for L1. 6.
2epeat these steps for L2> L and L'. 7.
3or the mem%er L1> select the attri%ute -e0t Period and t#pe L2. 18.
3or the mem%er L2> select the attri%ute Pre)ious Period and t#pe L1. 11.
3or the same mem%er> select the attri%ute -e0t Period and t#pe L. 12.
2epeat for the mem%ers L and L'. 1.
Sa)e the dimension. 1'.
Adding members wit% t%e add time #eriod and attribute tool
;ou can use the add time and attri%ute tool to add multiple le)els of mem%ers and specif# hierarch# of the
mem%ers. 4sing the tool simplifies adding mem%ers. 3or e0ample> #ou can add Auarters> months> and da#s.
32 of 189 25-09-2014 18:17
1.1.$.1. Adding members wit% t%e add time #eriod and attribute tool
;ou can use the add time and attri%ute tool to add multiple le)els of mem%ers and specif# hierarch# of the
mem%ers. 4sing the tool simplifies adding mem%ers. 3or e0ample> #ou can add Auarters> months> and da#s.
-efore you begin
+efore #ou can use the Add time #eriod and attribute tool> #ou must create a time dimension o%&ect.
Procedure
In the Model design pane> dou%leBclic( a time dimension. 1.
In the tool%ar in the o%&ect )iewer> clic( the Add time #eriod and attributes icon . The Time dimension
tool appears.
2.
Clic( 1. Period le2el. .
Choose whether to include #ears> Auarters> months> and da#s in the dimension %# selecting the reAuired le)els. '.
If #ou chose to include #ears> pause the pointer o)er :ears. If #our organi"ation uses calendar #ears> select
Calendar years of /;4 <or /;;= days. If #our organi"ation uses lunar #ears> select &unar year of 4$
7ee!s. The choices a)aila%le for Auarters> months> and wee(s depend upon the selection that #ou made for
#ears. If #ou chose to use calendar #ears> Auarters will alwa#s contain months and months will alwa#s
conform to the calendar. If #ou chose to use lunar #ears> Auarters alwa#s contain 1 wee(s.
,.
If #ou chose to use lunar #ears> pause the pointer o)er Mont%s. Choose how wee(s are distri%uted o)er the
months in a Auarter.
..
If #ou choose to use calendar #ears> pause the pointer o)er 7ee!s. Choose how a wee( that spans two
months should %e split %etween months.
1.
If #ou want to force the month to end at a calendar end date> clic( :es in the Force t%e mont% to t%e
calendar end date option.
6.
Clic( $. 3uration. 7.
In the First #eriod start date %o0> set the start date of the first period to include in the dimension. 3or
e0ample> this could %e the first da# of a fiscal #ear.
18.
In the &ast #eriod end date %o0> set the end date of the last period to include in the dimension. 3or e0ample>
this could %e the last da# of a fiscal #ear.
11.
Clic( /. Member names. ;ou can set formatting options for the mem%er le)els that #ou include in the
dimension.
12.
In the Member le2el ty#e %o0> select the mem%er le)el that #ou want to appl# formatting options to. 3or
e0ample> #ou ma# want to appl# formatting to #ears.
1.
In the Member le2el format %o0> select the formatting that #ou want to appl# to the mem%er le)el. 1'.
In the Prefi8 and "uffi8 %o0es> optionall# set prefi0es and suffi0es that will %e added to the presentation of
the data. 3or e0ample> add 3; as a preface to #ears to indicate fiscal #ears. The #ear 2811B2812 would then
displa# as 3; 2811B2812.
1,.
Appl# formatting options to other mem%er le)els as reAuired. Clic( '+. 1..
Parent to#ic, Creating time dimensions
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1.1./. Creating 2ersions dimensions
Create a )ersions dimension when #ou need to compare different )ersions of similar data.
About t%is tas!
A )ersions dimension contains different )ersions of similar data for comparison> for e0ample> the differences in
current %udget to the costs in former #ears. The data in )ersions dimensions are not usuall# aggregated> as
multiple data entries for the same item are included. A )ersions dimension has the following attri%utes?
)ersion Calculation
Procedure
T#pe the name of the new dimension and select 6ierarc%y from the 3imension ty#e list. .
from a spreadsheet. 3or e0ample? FY 2004 Budget> FY 2005 Budget> FY 2004 Forecast> FY 2005 Baseline.
'.
7%at to do ne8t
After creating a )ersions dimension> #ou can write simple e0pressions for e0ample> K+udget B 3orecast> to compare
similar t#pes of data> or to use the dimension functions> $A2IA-C/ and $A2IA-C/P/2C/-T to ma(e use of the
H-ature of positi)e )arianceH attri%ute in a Calculation dimension.
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1.1.1. Creating %ierarc%y dimensions
Create a hierarch# dimension to contain lists of mem%ers in a hierarchical structure.
About t%is tas!
An application ma# need to contain lists of items that need a hierarchical structure. 3or e0ample> Continent>
2egion> and Cit#. The hierarch# dimension ma(es use of the Promote and *emote functions as well as drag and
drop function to drag mem%er to a parent mem%er. Multiple parent hierarchies can %e created using cop and paste
or CT2L drag a mem%er to a parent mem%er or group of mem%ers. The 58#and and Colla#se conte0t menu
commands gi)es the a%ilit# to )iew and hide mem%ers of an hierarch#. A hierarch# dimension has the following
attri%utes?
7eig%t> a factor applied usuall# of minus 1 to change a positi)e )alue to a negati)e )alue.
Procedure
T#pe the name of the new dimension and select 6ierarc%y from the 3imension ty#e list. .
from a spreadsheet. 3or e0ample> Africa> Egypt>Sudan> Uganda.
'.
4sing the e0ample> highlight the mem%ers> /g#pt> Sudan> 4ganda and clic( the 3emote "elected Items icon.
The selected mem%ers %ecome mem%ers of the mem%er Africa.
,.
Sa)e the dimension. ..
7%at to do ne8t
After creating a hierarch# dimension> #ou can manuall# create more mem%ers or import mem%ers into it. ;ou can
also appl# securit#.
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1.1.4. Creating generic dimensions
Create a generic )ersion when #ou are not sure of the precise dimension t#pe.
About t%is tas!
Chen dimensions are used in a cu%e> the cu%e is seAuenced according to the dimension t#pe> therefore it is a good
polic# not to ha)e man# generic t#pe dimensions. A generic dimension has the following attri%utes?
Pic! &ist> a lin( to a predefined dimension or su%set.
0 Calculation> a simple calculation performed at the leaf le)el.
C Calculation> a calculation performed on aggregated results.
7eig%t> a factor applied usuall# of minus 1 to change a positi)e )alue to a negati)e )alue.
Procedure
T#pe the name of the new dimension and select Generic from the 3imension ty#e list. .
Add the mem%ers of the dimension to the 0ame attri%ute either %# t#ping the list or doing a cop#@paste action.
3or e0ample FY 2004 Budget> FY 2005 Budget> FY 2004 Forecast> FY 2005 Baseline.
'.
7%at to do ne8t
The generic dimension t#pe should %e changed to the reAuired t#pe %efore use in a cu%e.
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1.1.;. C%anging t%e dimension ty#e
After a generic dimension is created> #ou can change the dimension t#pe from generic to the dimension t#pe #ou
reAuire.
About t%is tas!
;ou can change a generic dimension t#pe %efore #ou use it in a cu%e> the generic dimension t#pe is a)aila%le for
when the final dimension t#pe is not (nown. Chen a cu%e is created> the cu%e is seAuenced in the following order>
+ASIC 1.
5I/2A2C5; 2.
G/-/2IC .
TIM/ '.
$/2SI!-S ,.
CALC4LATI!- ..
This order is alwa#s consistent and puts $/2SI!-S and CALC4LATI!- last %ecause these dimensions can contain
string elements in the form of pic( lists or mem%ers with te0t formats. In normal use> the dimensions $/2SI!-S
and CALC4LATI!- are not used together.
Procedure
!pen the generic dimension. 1.
2ightBclic( the dimension name and clic( C%ange t%e dimension ty#e. 2.
Select the new dimension t#pe from the list. Clic( '+. .
Sa)e the dimension. '.
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1.$. 5diting dimensions
The dimension editor can %e used to add> delete> and change the attri%utes and mem%ers of the dimension.
;ou can add more attri%utes of the t#pe 0umeric> Te8t> and Alias to the columns of attri%utes a)aila%le.
;ou can add new mem%ers to a dimension> these can %e hidden or shown and the position can %e changed and the
hierarch# of the mem%ers can %e defined. Mem%ers can %e added singularl# or pasted in from a spreadsheet.
Creating a numeric attribute
Create a numeric attri%ute for calculation purposes.
Creating a te8t attribute
;ou can add te0t attri%utes to ma(e te0tual selections on the mem%ers of the dimension.
Creating an alias attribute in a dimension
Aliases can %e used in e0pressions and lin(s in place of the mem%er name.
5diting t%e dimension dis#lay o#tions
The dimension has displa# options that can %e changed to suit how #ou want the attri%utes to %e seen in the
dimension editor.
Adding a single member to a dimension
;ou can add single mem%ers to a dimension %# editing the dimension. ;ou can add a new mem%er> a te0t
mem%er or a child mem%er to the dimension.
Adding multi#le members to a dimension
If #ou ha)e a list of mem%ers in a spreadsheet> #ou can add these mem%ers %# a paste action.
.emo2ing a member from a consolidation
If #ou ha)e two instances of a mem%er in the same consolidation> #ou can remo)e one of the instances to (eep
the consolidation correct.
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1.$.1. Creating a numeric attribute
Create a numeric attri%ute for calculation purposes.
About t%is tas!
A numeric attri%ute can %e set on mem%ers at the leaf and consolidated le)els. The )alues at the leaf le)el can %e
used for calculations at the consolidated le)el for a calculation or generic t#pe dimension. Te0t strings cannot %e
t#ped into numeric attri%utes.
Procedure
!pen the dimension. 1.
2ightBclic( a mem%er under the 0ame column and select Add a new attribute. 2.
T#pe the name of the attri%ute in the 5nter name for new attribute field. .
Clic( 0umeric from Attribute Ty#e. '.
Clic( '+ to confirm. A column with the same name shows. ,.
;ou can now enter )alues for the attri%ute for each mem%er at the leaf le)el. ..
.esults
;ou can use numeric attri%utes for calculation purposes in a calculation t#pe dimension or generic dimension.
Parent to#ic, /diting dimensions
39 of 189 25-09-2014 18:17
1.$.$. Creating a te8t attribute
;ou can add te0t attri%utes to ma(e te0tual selections on the mem%ers of the dimension.
About t%is tas!
Te0t attri%utes are for string te0ts. Te0t attri%ute can %e used to differentiate the mem%ers in another wa#. 3or
e0ample? Te0t attri%utes can %e used to mar( mem%ers that are discontinued> %ut the data still needs to %e
a)aila%le at the consolidation le)el.
Procedure
2ightBclic( a mem%er under the 0ame column and select Add a new attribute. 2.
T#pe the name for the attri%ute in the 5nter name for new attribute field. .
Clic( Te8t from Attribute Ty#e. '.
Clic( '+ to confirm. ,.
Clic( the cell for the mem%er under the new attri%ute #ou ha)e &ust created> and t#pe the name of #our choice
and press the return (e# to confirm.
..
40 of 189 25-09-2014 18:17
1.$./. Creating an alias attribute in a dimension
Aliases can %e used in e0pressions and lin(s in place of the mem%er name.
About t%is tas!
An alias is where the name of a caption or term is different to the mem%er or in)ariant name. +oth the alias name
and the caption name can %e used in the e0pressions editor> and when used> the e0pression editor refers %ac( to
the mem%er name. If a mista(e is made with the use of the alias name> then the e0pression editor shows the te0t
in red with a red underline. ;ou can create a new alias name in the properties of the dimension.
Procedure
!pen the *imension. 1.
2ightBclic( a mem%er under the name column and select Add a new attribute. 2.
T#pe the name Alias in the 5nter name for new attribute field. .
Clic( Alias from Attribute Ty#e. '.
Clic( '+ to confirm. A column called Alias shows. ,.
Clic( the cells for the mem%ers under the new attri%ute #ou ha)e &ust created> and t#pe the alias name of #our
choice for each mem%er and press enter to confirm.
..
58am#le
If the in)ariant mem%er name is Q1 sales> the caption for that mem%er is First quarter sales and the alias
name is Q1> all three names can %e used in the e0pressions editor. Therefore the following e0pressions are the
same.
Ta%le 1. Mem%er> caption and alias names in an e0pression
Member name Ca#tion Alias
L1 sales 3irst Auarter sales L1
='Q1 sales' * Price ='First quarter sales' * Price =Q1 * Price
Chen #ou place the cursor o)er the caption or alias name in the e0pression editor > the mem%er name shows.
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1.$.1. 5diting t%e dimension dis#lay o#tions
The dimension has displa# options that can %e changed to suit how #ou want the attri%utes to %e seen in the
dimension editor.
About t%is tas!
A )alid dimension need to ha)e %een created. The attri%utes can %e changed in the attri%utes dialog %o0.
Procedure
!pen a dimension. 1.
2ightBclic( the title 0ame and clic( More dis#lay o#tions. 2.
In the 3imensions dialog %o0> select the attri%utes #ou want to displa#. .
Clic( '+. '.
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1.$.4. Adding a single member to a dimension
;ou can add single mem%ers to a dimension %# editing the dimension. ;ou can add a new mem%er> a te0t mem%er
or a child mem%er to the dimension.
Procedure
*ou%leBclic( the >Add new member? field in the 0ame column. 2.
T#pe the name for the new mem%er. .
*rop the new mem%er to the correct place in the list of mem%ers. '.
4se the 3emote "elected Members and Promote "elected Members to put the new mem%er in the correct
place in the hierarch#.
,.
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1.$.;. Adding multi#le members to a dimension
If #ou ha)e a list of mem%ers in a spreadsheet> #ou can add these mem%ers %# a paste action.
Procedure
!pen a dimension. 1.
Cop# the mem%ers from an open spreadsheet. 2.
2ight clic( the mem%er to where #ou want to paste the mem%ers. .
;ou can paste as> Paste Above,Paste ChildPaste Below. '.
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1.$.@. .emo2ing a member from a consolidation
If #ou ha)e two instances of a mem%er in the same consolidation> #ou can remo)e one of the instances to (eep the
consolidation correct.
About t%is tas!
Chen a mem%er appears in two different hierarchies in the same consolidation> one instance needs to %e remo)ed
to (eep the consolidation totals correct. Chen #ou remo)e a mem%er that has multiple parents from a
consolidation the selected mem%ers are remo)ed. If the mem%ers has onl# one parent> the mem%er is mo)ed to
the top le)el and the children of the mem%er (eep their position in relation to the mem%er.
Procedure
2ightBclic( the mem%er from the list of names to %e remo)ed and clic( .emo2e Members From
Consolidation. More than one mem%er can %e selected.
2.
Clic( !9 to remo)e the mem%er. .
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1./. Formatting members
3ormat is a user defined propert# for mem%ers. 4sers can define num%er st#le> date> time> and te0t from the
format editor.
The format propert# is a)aila%le in the )ersions and calculation dimensions. The format propert# has a Format for
dialog %o0 where #ou can specif#?
Ta%le 1. 3ormat st#le and description
Format style 3escri#tion
-um%er ;ou can specif# the num%er of decimal places> set the use of a thousands delimiter> choose to
show a negati)e num%er in %rac(ets> and select to show a "ero )alue as %lan(. 4nder the
ad)anced ta%> #ou can t#pe a prefi0 or suffi0 to %e shown with the )alue. 3or /0ample #ou can
write /42 in the prefi0 to show /42 in front of the num%er )alue.
*ate and Time ;ou can use change the date time format for e0ample *ate? dd mm ##> Time? hh mm> *ate and
Time? dd@mm@## hh?mm AM.
Te0t Te0t is a string format and the mem%er t#pe is set to string. -o other choices are a)aila%le.
Custom ;ou can use a customer defined template.
Formatting a member
A format is applied to the num%er st#le %# the user. 3ormat is a)aila%le for the calculation and )ersion
dimensions. If #ou set a format on a mem%er that has an e0isting pic(list set> the operation remo)es the
pic(list.
Creating subsets
A su%set is a limited )ersion of the parent dimension. Create a su%set for use with a pic( list in a calculation
dimension.
Creating dynamic subsets
Mem%ers of a d#namic su%set change when mem%ers are added or remo)ed from the dimension.
A##lying a filter to a subset
The filter gi)es #ou the a%ilit# to produce a list of selected mem%ers for a static su%set %ased on the attri%utes
or column )alues.
Creating #ic! lists
A pic( list contains )alues that corresponds to all mem%ers of a dimension or su%set of a dimension. If the
mem%ers of the dimension or su%set change> the )alues a)aila%le in the pic( list also change.
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1./.1. Formatting a member
A format is applied to the num%er st#le %# the user. 3ormat is a)aila%le for the calculation and )ersion dimensions.
If #ou set a format on a mem%er that has an e0isting pic(list set> the operation remo)es the pic(list.
Procedure
*ou%leBclic( the mem%er cell for the mem%er from the 3ormat attri%ute. 2.
Set either Number> Date/Time> Text> or Custom. .
Set the appropriate format for the attri%ute. '.
Clic( A##ly. ,.
Parent to#ic, 3ormatting mem%ers
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1./.$. Creating subsets
A su%set is a limited )ersion of the parent dimension. Create a su%set for use with a pic( list in a calculation
dimension.
About t%is tas!
A su%set is a selection from the parent dimension. Su%sets can %e static or d#namic. If d#namic su%sets from other
I+M= Cognos= TM1= interfaces> such as Cognos TM1 Architect and Cognos TM1 Perspecti)es are opened with
I+M Cognos TM1 Performance Modeler> the M*P e0pression is shown in the properties and the user is warned when
opening them. /dits made to a d#namic su%set will result in the su%set %eing sa)ed as static. The su%set editor has
these commands a)aila%le?
6ide> hides the selected mem%er and (eeps all other mem%ers.
6ide ot%ers> (eeps the selected mem%er and hides all other mem%ers.
6ide by le2el> hides according to the su% commands?
6ide T%is &e2el
6ide ot%er le2els
6ide abo2e t%is le2el
6ide below t%is le2el
6ide leaf members
6ide consolidated members
58#and> shows all su% le)els of the mem%er selected.
Colla#se> hides all su% le)els of the mem%er selected.
"ort by ascending> sorts the mem%ers %# ascending alpha numeric name order.
"ort by descending> sorts the mem%ers %# descending alpha numeric name order.
6ierarc%y sort.
"ort by inde8 ascending> sorts ascending on the inde0 num%er.
"ort by inde8 descending> sorts descending on the inde0 num%er.
Procedure
2ightBclic( the dimension name in the Model *esign pane. 1.
Clic( 0ew O "ubset. 2.
T#pe the name for the su%set and clic( '+. .
Select a representati)e mem%er for the le)el #ou want appl# to the su%set. 3or e0ample if #ou ha)e ;ear>
Months> Cee(s as time periods> and #ou want to use months onl#> select an# month mem%er.
'.
2ightBclic( the mem%er and select the command from the selection %o0. ,.
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1././. Creating dynamic subsets
Mem%ers of a d#namic su%set change when mem%ers are added or remo)ed from the dimension.
About t%is tas!
A d#namic su%set ma(es use of an e0pression to select the mem%ers for the su%set. Chen new mem%ers are
added to the su%set and the mem%er falls into the categor# the e0pression defines> the new mem%er is added to
the su%set without further editing. The e0pressions are edited in an M*P editor.
;ou can change from a static to a d#namic su%set and %ac( again %# chec(ing the *#namic su%set chec(%o0. A
d#namic su%set must ha)e an e0pression. A static su%set can %e defined with the e0pression editor> and then sa)ed
as a static list.
0ote, ;ou can drop an e0isting su%set into the M*P editor to create a starting point for the su%set.
0ote, ;ou can edit the e0pression directl# and #ou can cut and paste M*P e0pressions from other sources.
Procedure
2ightBclic( the dimension> select 0ew O "ubset. 1.
T#pe a name for the new su%set and clic( '+. 2.
Sa)e the new dimension. .
Clic( the edit %utton in the 58#ression Propert#. The M*P e0pression editor opens. '.
Chec( the 3ynamic chec( %o0. If the d#namic chec( %o0 is empt#> the su%set will %e a static su%set and will
not reflect su%seAuent changes made to the mem%ers lists.
,.
Select the %asis for the su%set from the Su% +asis selection.
'#tion 3escri#tion
&e2el<n= The le)els that are a)aila%le for mem%ers.
All Members All mem%ers of the dimension.
Current Members The current mem%ers of the su%set.
"elected Members The selection from the list of mem%ers in the 0ame column.
..
Select the sort t#pe from the "ort selection> Ascending> 3escending or 6ierarc%y. 1.
Clic( '+ to appl# the changes and close the editor> clic( A##ly to appl# the changes and (eep the editor open. 6.
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1./.1. A##lying a filter to a subset
The filter gi)es #ou the a%ilit# to produce a list of selected mem%ers for a static su%set %ased on the attri%utes or
column )alues.
About t%is tas!
The filter can %e applied to either a static or d#namic su%set. If the filter is applied to a d#namic su%set> the su%set
%ecomes static when sa)ed.
An e0ample use case for the filter? *iscontinued items could ha)e a te0t attri%ute Discontinued where item
mem%ers that are no longer a)aila%le for sale ha)e the te0t Discontinued in the attri%ute column. A filter on the
word discontinued generates a su%set of all current items a)aila%le for sale %# filtering out the word Discontinued.
The filter sorts mem%ers %# in)ariant name or attri%ute> howe)er the two attri%utes Inde8 and 7eig%t cannot %e
used.
Procedure
!pen the su%set. 1.
2ightBclic( an attri%ute title to appl# the filter to> and clic( Filter by column. 2.
Select the condition> "%ow t%e following or 3o 0'T s%ow t%e following. .
In the +eywords field> t#pe a letter or (e# word. '.
Select the filter t#pe> "tarts wit%> 5nds wit%> or Contains for a te0t )alue> or Greater t%an> &ess t%an or
5Auals for a numeric )alue.
,.
Select the filter order> "ort ascending> "ort descending> 3onBt sort. ..
Clic( "earc%. The result of the first filter shows in the $alues field. 1.
Clic( the )alues #ou want in the su%set. ;ou can use Ctrl B clic( and Shift B clic( to select multiple )alues. 6.
Confirm the )alues %# clic(ing the right arrow icon. Clic( '+. 7.
Sa)e the su%set. 18.
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1./.4. Creating #ic! lists
A pic( list contains )alues that corresponds to all mem%ers of a dimension or su%set of a dimension. If the
mem%ers of the dimension or su%set change> the )alues a)aila%le in the pic( list also change.
About t%is tas!
The Pic( List attri%ute is a)aila%le in calculation dimensions. The %enefit of using pic( lists is that it pro)ides a
structured user interface> the user has %etter understanding a%out the input reAuired. 3or e0ample> when staff
managers do performance planningM the# ma# %e reAuired to assign to their staff a performance grade %# using
pic( lists to select from a fi0ed list of HLowH> HMediumH> H5ighH> and H/0cellentH> instead of t#ping a freeform te0t
string. A pic( list is defined using the "elect a dimension or subset tool. If #ou set a pic(list on a mem%er with
an e0isting format> the operation remo)es the format.
Procedure
In a calculation dimension> select the Pic! &ist column for the mem%er and dou%leBclic( More. 1.
-a)igate to the dimension or su%set that #ou reAuire from the dimension structure. Clic( '+. 2.
Sa)e the dimension. .
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4. Creating cubes
A cu%e is a store of data within a model. It is multidimensional and contains rows> columns> and an# num%er of
pages. ;ou use one or more cu%es to create an application.
4nli(e a spreadsheet> cu%es can %e sliced so that an# pair of dimensions can comprise the rows and columns while
additional dimensions comprise the pages. Chile a cu%e can contain an# num%er of dimensions> the onl# practical
limitation is the amount of memor# on the ser)er. T#picall# a cu%e will contain no more than fi)e or si0 dimensions.
A cu%e must contain at least two dimensions> similar to a flat spreadsheet. Alternati)el#> a cu%e can ha)e three
dimensions> in which case it resem%les a threeBdimensional wor(sheet consisting of se)eral flat sheets stac(ed
%ehind one another. A four or fi)eBdimensional cu%e can %e considered the same as a cross %etween a threeB
dimensional spreadsheet and a set of Auer# reports from a relational data%ase. 3or e0ample> a t#pical
fourBdimensional cu%e could contain the following dimensions? Profit and Loss> *i)isions> Months> and $ariance.
3imension order determined by dimension ty#e
Chen #ou create a cu%e> dimensions are sorted according to their t#pe. +asic dimensions are listed first> and
calculation dimensions are listed last. +# default> dimensions are listed in the following order?
+asic dimensions 1.
5ierarch# dimensions 2.
Generic dimensions .
Time dimensions '.
$ersions dimensions ,.
Calculation dimensions ..
An# string mem%ers that are in a cu%e must appear in the last dimension. +ecause calculation and )ersions
dimension t#pes are listed last> the dimension with a string mem%er is often placed last.
If #our cu%e contains %oth a )ersion dimension and a calculation dimension> the calculation dimension is placed
last. If #ou must add a string mem%er to a dimension that is not placed last in a cu%e> #ou can reorder the
dimensions.
'rder of calculations determined by dimension ty#e
Chen #our cu%e contains dimension calculations> the calculations are performed according to the dimension t#pe.
$ersion dimensions are calculated first> and calculation dimensions are calculated last. +# default> calculations are
performed in the following order?
$ersions dimension calculations 1.
Time dimension calculations 2.
5ierarch# dimension calculations .
Generic dimension calculations '.
+asic dimension calculations ,.
Calculation dimension calculations ..
58am#le of t%e rationale for calculation order
This e0ample shows wh# )ersions dimension calculations are performed %efore calculation dimension calculations.
;ou ha)e a calculation dimension that is calculated as follows?
2e)enueDK4nitsJPriceF
And #ou ha)e a )ersions dimension that is calculated as follows?
$arianceDKActualB+udgetF
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And #ou ha)e the following data?
-udget Actual
Units 188 118
Price , '
"cenario 1
If the rules for the calculation dimension came %efore the rules for the )ersions dimension> the calculations would
%e performed as follows?
-udget Actual )ariance
Units 188 118 18
Price , ' B1
.e2enue ,88 ''8 B18
So Q 2e)enue > $ariance E is calculated as 18 J B1 K B18 K which is incorrect.
"cenario $
If the rules for the calculation dimension came after the rules for the )ersions dimension> the calculations would %e
performed as follows?
-udget Actual )ariance
Units 188 118 18
Price , ' B1
.e2enue ,88 ''8 B.8
-ow> Q 2e)enue > $ariance E K Q 2e)enue> ActualE B Q2e)enue> +udgetE K ''8 B ,88 K B.8 > which is correct.
"i(e limitations on cubes
There is no software limitation on the num%er of cells contained in a cu%e> %ut there is a hardware limitation that
depends on the memor# in a computer. To determine the si"e limitation> calculate the num%er of cells %#
multipl#ing the num%er of rows %# the num%er of columns %# the num%er of pages. The num%er of cells is the
product of the num%er of items contained in each dimension. The general formula for measuring cu%e si"e is the
following?
Si"e K Dnum%er of items in dimension 1F J Dnum%er of items in dimension 2F J Dnum%er of items in dimension F J
. . . J Dnum%er of items in dimension nF
Si"e limitations )ar# greatl# depending on memor# a)aila%le in a computer. Cu%es containing long dimensions of
,88 items consume more memor# than similarl# si"ed cu%es containing dimensions of 188 items. In general> si"e
limitations %ecome apparent in cu%es of four or more dimensions. If #ou ha)e a threeBdimensional cu%e of '88
pages> adding another dimension of 28 items increases the memor# usage twent# times. That is> #ou increase the
data held from '88 pages to 6888 pages. Adding a fifth dimension of 28 items increases the memor# usage twent#
times again to 1.8>888 pages of data. !)ercome this memor# limitation %# creating a series of wellBpopulated
cu%es of three or four dimensions rather than one sparsel# populated cu%e of fi)e dimensions.
Creating a cube using dimensions
4se dimensions to create a cu%e. *imensions perform calculations> control la%els> and format data entr#.
Adding dimensions to t%e cube
Add a dimension to a cu%e so that data relationships in the cu%e can %e e0amined in greater detail. ;ou do not
need to create all of a cu%eHs dimensions at the same time. ;ou can add a dimension later> for e0ample> if no
data had e0isted for the dimension when the cu%e was created.
.emo2ing dimensions from t%e cube
2emo)e a dimension from a cu%e if #ou do not need to (now how the dimension relates to the cu%e data.
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C%anging t%e order of dimensions
Change the order of dimensions in a cu%e to modif# the logical structure of the cu%e.
)iewing t%e rules of a cube
$iew the rules of a cu%e to see how certain data )alues are calculated %ased on other data )alues.
3efining a cube 2iew
;ou can define how data is displa#ed in the cu%e )iewer to meet the reAuirements of an application designer.
.elated conce#ts?
+uilding cu%es
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4.1. Creating a cube using dimensions
4se dimensions to create a cu%e. *imensions perform calculations> control la%els> and format data entr#.
About t%is tas!
Add the dimensions to the cu%e in an# order that #ou want. The dimension t#pes are chec(ed to tr# and ensure
that the calculation precedence is correct. If the initial order is not correct> #ou can change the calculation
seAuence %# mo)ing rule %loc(s in the rule editor.
If more than one time dimension is used in a cu%e> the rules generated from the dimension calculations in the cu%e
will refer to the attri%utes of the first time dimension for timeBrelated %eha)iour> such as time a)erages. Additional
time dimensions used in the cu%e Dafter the first time dimensionF will %eha)e as hierarchical dimensions at the
consolidated le)el.
Procedure
In the Model *esign pane> clic( the 0ew icon . 1.
Clic( Cube. 2.
In the 0ew cube field> enter a name for the new cu%e. Clic( '+. .
3ro##ing dimensions on a new cube
;ou can drag and drop dimensions from the 3imensions folder to add them to #our new cu%e.
Using t%e !eyboard to add dimensions
;ou can use the (e#%oard to add dimensions to #our new cu%e.
Parent to#ic, Creating cu%es
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4.1.1. 3ro##ing dimensions on a new cube
;ou can drag and drop dimensions from the 3imensions folder to add them to #our new cu%e.
Procedure
Clic( a dimension and drag it to the .ows area. The dimension )alues are listed as row headers down the left
side of the cu%e )iewer.
1.
Clic( another dimension and drag it to the Columns area. The dimension )alues are listed as column headers
along the top of the cu%e )iewer.
2.
Clic( additional dimensions and drag them to the Conte8t area.
0ote, It does not matter which order #ou arrange the dimensions. *imensions are seAuenced %# their t#pe.
;ou can change the default order in which the dimension t#pes are listed.
.
Parent to#ic, Creating a cu%e using dimensions
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4.1.$. Using t%e !eyboard to add dimensions
;ou can use the (e#%oard to add dimensions to #our new cu%e.
Procedure
In the Model *esign pane> in the Cubes folder> dou%leBclic( the empt# cu%e that #ou created. The cu%e
)iewer for the new cu%e appears as a ta% in the upper right pane.
1.
In the Model *esign pane> e0pand the 3imensions folder. 2.
2ightBclic( a dimension> and select Add 3imension to Cube > cube_name. The dimension )alues are listed as
row headers down the left side of the cu%e )iewer.
.
2ightBclic( another dimension and select Add 3imension to Cube > cube_name The dimension )alues are
listed as column headers along the top of the cu%e )iewer.
'.
2ightBclic( additional dimensions and select Add 3imension to Cube > cube_name.
The dimension )alues are listed as conte0t filters a%o)e the ta%le in the cu%e )iewer.
0ote, It does not matter which order #ou arrange the dimensions. The dimensions are seAuenced %# their
t#pe. ;ou can change the default order in which the dimension t#pes are listed.
,.
Parent to#ic, Creating a cu%e using dimensions
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4.$. Adding dimensions to t%e cube
Add a dimension to a cu%e so that data relationships in the cu%e can %e e0amined in greater detail. ;ou do not
need to create all of a cu%eHs dimensions at the same time. ;ou can add a dimension later> for e0ample> if no data
had e0isted for the dimension when the cu%e was created.
Procedure
*ecide which dimension #ou want to add to the cu%e.
0ote, $iew the Pro#erties pane to see a list of dimensions that are alread# part of the cu%e.
1.
In the Model *esign pane> e0pand the 3imensions folder. 2.
Clic( and drag a dimension to the .ows> Columns> or Conte8t area of the cu%e )iewer. .
If there is data in the cells not calculated %# rules> specif# how #ou want the e0isting data distri%uted %etween
the mem%ers of the new dimension.
'.
Clic( the Actions menu icon > and clic( "a2e or "a2e As. The cu%e is sa)ed and the new dimension is
displa#ed in the Pro#erties pane and in the cu%e )iewer.
0ote, The initial order of the dimensions is determined %# the dimension t#pe.
,.
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4./. .emo2ing dimensions from t%e cube
2emo)e a dimension from a cu%e if #ou do not need to (now how the dimension relates to the cu%e data.
3or e0ample> the cu%e #ou are designing is intended for highBle)el planning onl#. ;ou remo)e a dimension from the
cu%e %ecause users will not need to (now the details a%out that dimension.
Procedure
*ecide which dimension #ou want to remo)e from the cu%e.
0ote, $iew the Properties pane to see a list of dimensions that are part of the cu%e.
1.
If #ou want to sum all the leafBle)el data in the cu%e when the dimension is remo)ed> add a consolidated
mem%er to dimension that #ou plan to remo)e.
2.
In the .ows> Columns> or Conte8t area of the cu%e )iewer> rightBclic( the dimension> and select .emo2e. .
If there is data in the cells not calculated %# rules> specif# how much data from the remo)ed mem%ers #ou
want to (eep in the cu%e.
Select .etain only one slice> then clic( Rdimension_nameS.Rmember_nameS to (eep the data from onl#
the selected mem%er.
0ote, If #ou added a consolidated mem%er to sum all the leafBle)el data in the cu%e> select this option and
clic( the consolidated mem%er.
a.
Select Clear all t%e data to (eep none of the data from the remo)ed mem%ers. %.
'.
Clic( the the Actions menu icon > and clic( "a2e or "a2e As. The cu%e is sa)ed and the dimension is
remo)ed from the Properties pane and the cu%e )iewer.
,.
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4.1. C%anging t%e order of dimensions
Change the order of dimensions in a cu%e to modif# the logical structure of the cu%e.
Chen #ou create a cu%e> %# default> dimensions are seAuenced according to their t#pe> in the following order?
+asic 1.
5ierarch# 2.
Generic .
Time '.
$ersions ,.
Calculation ..
;ou can change the dimension order in a cu%e for the order to %e consistent with other cu%es. !r #ou ma# want to
mo)e a dimension to the end of the list %ecause it contains te0t strings that cannot %e displa#ed unless it is the leaf
mem%er.
0ote, Changing the dimension order with the is not the same as optimi"ing the memor# used %# the
dimensions .
-efore you begin
A cu%e with two or more dimensions must appear in the o%&ect )iewer.
Procedure
Clic( the .eorder dimensions icon . 1.
Clic( a dimension and then use the %uttons to mo)e the dimension up or down the list. 2.
Clic( '+. .
Clic( the Actions menu icon > and clic( "a2e or "a2e As. The cu%e is sa)ed and the dimension is no
longer displa#ed in the Properties pane or the cu%e )iewer.
'.
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4.4. )iewing t%e rules of a cube
$iew the rules of a cu%e to see how certain data )alues are calculated %ased on other data )alues.
2ules and feeders are created from dimension calculations and lin(s. The rules are placed in discrete rule %loc(s.
These rule %loc(s cannot %e edited %# users. 5owe)er> the# can %e reBordered. 4sers can create their own rules to
supplement the autoBgenerated rules.
0ote, Some users> such as %usiness anal#sts> ma# not need to (now that rules are used to perform their
calculations.
About t%is tas!
The most common calculations in !LAP applications in)ol)e aggregating data along a dimension. In TM1=> #ou
create these calculations %# using consolidation hierarchies. 3or e0ample> in a Month dimension> #ou can define a
Auarterl# total that sums the Tanuar#> 3e%ruar# and March )alues.
In man# applications> #ou need to perform calculations that do not in)ol)e aggregating> such as cost allocations
and e0change translations. Cith cu%e rules> #ou can create formulas to perform these calculations.
Cith cu%e rules> #ou can perform the following tas(s?
Multipl# prices %# units to #ield the sales amounts.
!)erride consolidations when necessar#. 3or e0ample> #ou can pre)ent a Auarterl# price from displa#ing a tall#
of indi)idual monthl# prices.
4se data in one cu%e to perform calculations in another cu%e> or share data %etween cu%es. 3or e0ample> #ou
can pull sales data into a cu%e that contains Profit and Loss information.
Assign the same )alues to multiple cells.
Procedure
In the Model *esign pane> e0pand the Cubes folder. 1.
/0pand the cu%e whose rules #ou want to )iew. 2.
*ou%leBclic( the rules o%&ect The rules editor appears in the o%&ect )iewer. The rules editor contains two
t#pes of sections? rules sections and feeder sections.
.
7%at to do ne8t
;ou can create a rules o%&ect or continue with other modeling tas(s.
3or detailed information a%out rules> see the Managing 2ules section or the IBM Cognos TM1 Rules Guide. The
guide contains a tutorial that steps #ou through de)eloping rules in a %usiness en)ironment.
Creating a rules ob*ect
Create a rules o%&ect to manuall# add a cu%e rule to other rules that are generated automaticall#.
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4.4.1. Creating a rules ob*ect
Create a rules o%&ect to manuall# add a cu%e rule to other rules that are generated automaticall#.
Procedure
*ou%leBclic( the rules o%&ect for a cu%e to open the rules editor in the o%&ect )iewer. 1.
In the rules editor > t#pe one or more rule statements.
The general format of a rules statement is? RAreaSK3ormulaM
)ariable 3escri#tion
Area Specifies the portion of a cu%e affected %# the rule.
3ormula *escri%es how TM1= calculates the cells in the cu%e area.
5ere is an e0ample of four rule statements?
RHGross MarginUHSKRHGross MarginHSVRHSalesHSJ188M
RHPriceHSK-?*+DHPriceCu%eH>Wact)s%ud>Wregion>Wmodel>WmonthFM
C?RHSalesHSVRH4nitsHSJ1888M
RHSalesHSK-?RHPriceHSJRH4nitsHSV1888M
3or detailed information a%out creating rules> see the Managing 2ules section or the IBM Cognos TM1 Rules
Guide.
2.
Clic( the Actions menu icon > then clic( "a2e 3ata. The rule #ou added is sa)ed with the cu%e. .
Parent to#ic, $iewing the rules of a cu%e
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4.;. 3efining a cube 2iew
;ou can define how data is displa#ed in the cu%e )iewer to meet the reAuirements of an application designer.
/0pand and collapse consolidations
Pi)ot dimensions
5ide mem%ers
3ilter )iew data
/dit su%sets
Creating a new cube 2iew
Create a new cu%e )iew so that #ou can ma(e modifications to the )iew to suit #our %usiness needs. A cu%e
must appear in the Model *esign pane.
58#anding and colla#sing consolidations
;ou can clic( the control ne0t to a mem%er name to e0pand or collapse a consolidation in the cu%e )iewer.
Pi2oting dimensions
To change the presentation of cu%e data> pi)ot the dimensions in the cu%e )iewer %# dragging and dropping
dimensions into new locations.
6iding members
To sa)e screen space> hide rows and columns in the cu%e )iewer. 5idden mem%ers still appl# to the data
displa#ed in the )iew> %ut do not occup# screen space.
3efining a 2iew based on subsets and selected members
*efine a cu%e )iew %ased on su%sets or mem%ers of su%sets that are alread# created.
5diting a wor!ing subset from a 2iew
/dit a )iew %# editing the wor(ing su%set of the dimension from which the )iew is %ased.
C%anging t%e wor!ing subset of a 2iew
/dit a )iew %# changing the wor(ing su%set of the dimension from which the )iew is %ased.
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4.;.1. Creating a new cube 2iew
Create a new cu%e )iew so that #ou can ma(e modifications to the )iew to suit #our %usiness needs. A cu%e must
appear in the Model *esign pane.
Procedure
2ightBclic( a cu%e from which #ou want to create a )iew and clic( 0ew O )iew. 2.
/nter a name for the cu%e )iew and clic( '+. The new cu%e )iew appears in the Model *esign pane under
the original cu%e.
.
7%at to do ne8t
Modif# the cu%e )iew using methods descri%ed in this section.
Parent to#ic, *efining a cu%e )iew
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4.;.$. 58#anding and colla#sing consolidations
;ou can clic( the control ne0t to a mem%er name to e0pand or collapse a consolidation in the cu%e )iewer.
58#and
A plus sign ne0t to a mem%er name identifies the mem%er as a consolidation. To drill down on consolidations in a
dimension and )iew the underl#ing detail> clic( the plus sign. The plus sign changes to a minus sign.
Colla#se
A minus sign ne0t to a mem%er name indicates an e0panded consolidation. To roll up the leaf mem%ers in a
dimension> clic( the minus sign. The minus sign changes to a plus sign.
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4.;./. Pi2oting dimensions
To change the presentation of cu%e data> pi)ot the dimensions in the cu%e )iewer %# dragging and dropping
dimensions into new locations.
*rag a dimension to the column position.
*rag a dimension to the row position.
*rag a dimension to the title position.
Chen #ou drag *imension1 and position #our cursor in the center of *imension2> dropping the dimension will
swap the positions of the two dimensions.
Chen #ou drag *imension1 and position #our cursor on the left side of *imension2> *imension1 is dropped
immediatel# to the left of *imension2.
Chen #ou drag *imension1 and position #our cursor on the right side of *imension2> *imension1 is dropped
immediatel# to the right of *imension2.
If #ou drag a dimension and drop it immediatel# to the left or right of an e0isting column or row dimension> #ou
can see more detail along the columns or rows of a )iew. 3or instance> #ou could drag the planGtime dimension to
%efore the planGdepartment dimension in the columns of a )iew to see the detail for time and departments in the
columns.
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4.;.1. 6iding members
To sa)e screen space> hide rows and columns in the cu%e )iewer. 5idden mem%ers still appl# to the data displa#ed
in the )iew> %ut do not occup# screen space.
Procedure
Clic( a column header or row header. The row or column is selected. 1.
2ightBclic( the same column header or row header and select 6ide "elected. 2.
To ma(e the hidden row or column )isi%le again> rightBclic( the header and select "%ow %idden. .
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4.;.4. 3efining a 2iew based on subsets and selected members
*efine a cu%e )iew %ased on su%sets or mem%ers of su%sets that are alread# created.
If #ou or a colleague pre)iousl# defined a su%set> #ou can add it to #our cu%e )iew without ha)ing to redefine the
su%set.
Procedure
!pen an e0isting cu%e )iew or create a new cu%e )iew. The cu%e )iew appears in the o%&ect )iewer. 1.
Clic( a su%set and drag it to the o%&ect )iewer onto an e0isting dimension or )iew.
0ote, ;ou can drop the su%set onl# onto its parent dimension or another su%set of its parent.
If #ou drag the su%set onto a row or column> all the mem%ers of the su%set are displa#ed. If #ou drag it onto a
conte0t area> the first mem%er of the su%set is displa#ed.
2.
If #ou want to (eep onl# selected mem%ers of the su%set that #ou added to #our cu%e )iew> do the following
actions?
In the o%&ect )iewer> drag the imported su%set to the rows area or the columns area> if it is not there
alread#.
a.
CtrlIclic( the row headers or column headers that #ou want to (eep in #our cu%e )iew. The selected rows
or columns are highlighted.
%.
2ightBclic( the highlighted area and select +ee# "elected. The rows or columns that #ou did not select
disappear.
c.
.
Clic( the Actions menu icon > then clic( "a2e As. '.
/nter a name for the )iew and clic( '+. The new cu%e )iew appears in the Model *esign pane> in the
Cubes folder under cube_name.
,.
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4.;.;. 5diting a wor!ing subset from a 2iew
/dit a )iew %# editing the wor(ing su%set of the dimension from which the )iew is %ased.
About t%is tas!
;ou can edit a defined su%set from the cu%e )iew without ha)ing to redefine the su%set.
Procedure
!pen an e0isting cu%e )iew . The cu%e )iew appears in the o%&ect )iewer. 1.
Clic( the drop down menu of the 7or!ing "ubset and clic( 5dit "ubset. The 7or!ing "ubset 5ditor opens.
All filtering capa%ilities are a)aila%le for editing the su%set.
2.
/dit the su%set for #our needs.
To in)o(e the su%set in the )iew> clic( '+. a.
To sa)e the su%set for further reuse> clic( "a2e As> and t#pe a new name for the su%set. A new su%set is
created in the 3imensions folder.
%.
.
.esults
The 7or!ing "ubset 5ditor closes> and the )iew shows the data %ased on the edited su%set.
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4.;.@. C%anging t%e wor!ing subset of a 2iew
/dit a )iew %# changing the wor(ing su%set of the dimension from which the )iew is %ased.
About t%is tas!
;ou can change a defined su%set from the cu%e )iew without ha)ing to redefine the su%set.
Procedure
!pen an e0isting cu%e )iew . The cu%e )iew appears in the o%&ect )iewer. 1.
Clic( the drop down menu of the name of the wor(ing su%set and clic( 5dit "ubset. The 7or!ing "ubset
5ditor opens. All filtering capa%ilities are a)aila%le for editing the su%set.
2.
Clic( the "ubset field and clic( the su%set #ou want to use from the list of a)aila%le su%sets. .
/dit the su%set for #our needs.
To in)o(e the su%set in the )iew> clic( '+. a.
To sa)e the su%set for further reuse> clic( "a2e As> and t#pe a new name for the su%set. A new su%set is
created in the 3imensions folder.
%.
'.
.esults
The 7or!ing "ubset 5ditor closes> and the )iew shows the data %ased on the changed su%set.
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;. Creating lin!s
Lin(s esta%lish a relationship that mo)es data from one cu%e to another.
Chen #ou create a lin(> #ou define the source cu%e from which data originates> and the target cu%e> which recei)es
the data )alues.
Lin(s can %e implemented as either rules or processes. Chen a lin( is implemented as a rule> data is stored solel#
in the source cu%e> %ut is used and displa#ed in the target cu%e as reAuired. If data changes in the source cu%e>
the changes are automaticall# reflected in the target cu%e. 5owe)er> %ecause the data is stored onl# in the source
cu%e> all edits to data )alues must occur in the source cu%eM #ou cannot edit data )alues that are displa#ed in
target cu%es through rule lin(s.
Chen a lin( is implemented as a process> data from the source cu%e is copied to the target cu%e. After #ou cop#
data from the source cu%e to the target cu%e %# running the process> there is no longer a connection %etween the
two cu%es. ;ou can freel# edit data in either the source cu%e or target cu%e.
"#ecifying source and target cubes
To create a lin(> #ou must specif# %oth the source cu%e from which data originates> and the target cu%e which
is the destination for the data.
5stablis%ing corres#ondence and ma##ing dimensions
Chen #ou initiall# create a lin( and define a source cu%e and target cu%e> the cu%es are e0amined for common
dimensionalit#. If a dimension is used in %oth cu%es> the two dimensions are mapped with automatic mappings
%etween all their dimension mem%ers. 3or all other dimensions> #ou must either esta%lish correspondence
%etween the source and target cu%e or slice on selected dimension mem%ers
"etting t%e lin! im#lementation ty#e
Chen #ou create a lin(> #ou must specif# whether the lin( should %e implemented as a rule or a process.
Using #ic! lists as 2irtual dimensions in lin!s
;ou can use pic( lists as )irtual dimensions in lin(s. In this manner> #ou can set up a correspondence %etween
an actual dimension in either the source or target cu%e and a pic( list )irtual dimension in the opposite cu%e.
Using dimension attributes as 2irtual dimensions in lin!s
;ou can use pic( lists as )irtual dimensions in the target cu%e for lin(s. In this manner> #ou can set up a
correspondence %etween an actual dimension in the source cu%e and an attri%ute )irtual dimension in the
target cu%e. Chen an attri%ute )irtual dimension is used in the target cu%e for a lin(> the lin( is referred to as a
loo(up lin(.
Creating internal lin!s
An internal lin( mo)es data %etween mem%ers in a single cu%e. In an internal lin(> the source cu%e and the
target cu%e are the same cu%e.
&in! 2alidation
Lin(s are continuall# )alidated. Chile #ou are creating a lin(> )alidit# is chec(ed as #ou progress through the
steps reAuired to define the lin(. Similarl#> an# modifications to o%&ects upon which a lin( is dependent will
trigger a )alidation chec( on the lin(.
&in! #ro#erties
The Properties pane displa#s the properties for a lin(.
.elated conce#ts?
Lin(ing cu%es
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;.1. "#ecifying source and target cubes
To create a lin(> #ou must specif# %oth the source cu%e from which data originates> and the target cu%e which is
the destination for the data.
Procedure
In the Model *esign pane> rightBclic( the Lin(s folder and clic( 0ew O &in! 1.
/nter a name for the new lin(> and then clic( '+. It is a good idea to assign a descripti)e name to the lin(. 3or
e0ample> if the lin( mo)es data from a source cu%e named Price to a target cu%e named Sales> name the lin(
Price to Sales. The main pane displa#s two controls. At the top of the left control is the la%el Add "ource
Cube. At the top of the right control is the la%el Add Target Cube.
2.
Set the source cu%e %# doing one of the following actions?
In the Model *esign pane> clic( the source cu%e and drop it on to the Add "ource Cube la%el.
2ightBclic( the source cu%e and clic( Add Cube to &in! "ource> Nlin(GnameO.
.
Set the target cu%e %# doing one of the following actions?
In the Model *esign pane> clic( the target cu%e and drop it on to the Add Target Cube la%el.
2ightBclic( the target cu%e and clic( Add Cube to &in! Target> Nlin(GnameO
'.
Clic( "a2e to sa)e the lin( definition to this point. The lin( definition does not need to %e complete to sa)e it>
%ut it must %e )alid. If the lin( definition is not )alid> the lin( icon displa#s as red
,.
Parent to#ic, Creating lin(s
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;.$. 5stablis%ing corres#ondence and ma##ing dimensions
Chen #ou initiall# create a lin( and define a source cu%e and target cu%e> the cu%es are e0amined for common
dimensionalit#. If a dimension is used in %oth cu%es> the two dimensions are mapped with automatic mappings
%etween all their dimension mem%ers. 3or all other dimensions> #ou must either esta%lish correspondence %etween
the source and target cu%e or slice on selected dimension mem%ers
Procedure
2e)iew %oth the source and target cu%e and decide which dimensions should correspond to each other. Also
determine which dimensions should not ha)e a correspondence> %ut should rather %e sliced on one or more
mem%ers.
1.
3or the dimensions for which #ou want to esta%lish correspondence?
Clic( a dimension in the source cu%e. a.
CtrlIclic( the corresponding dimension in the target cu%e. %.
2.
Select the t#pe of mapping to appl# to the dimension correspondence> either Automatic or Manual.
If #ou choose Automatic> mappings are automaticall# created %etween identicall# named mem%ers> which are
displa#ed in the Mappings pane of the Lin(s ta%. *imensions that are automaticall# mapped are indicated %# a
solid %lue line ending in a triangle point in the Lin( ta%.
If #ou choose Manual> #ou must create mappings %etween mem%ers in the source dimension and the target
dimension. *imensions that are manuall# mapped are indicated %# a green line ending in a diamond point in
the Lin( ta%.
If #ou do not choose a mapping t#pe> a Generic mapping is applied to the correspondence. A Generic mapping
is a placeholderM it allows #ou to match a source dimension with a corresponding target dimension while #ou
are wor(ing on #our lin( definition. 5owe)er> until either Automatic or Manual mapping is defined for the
correspondence> the correspondence is considered incomplete and the lin( is in)alid.
.
To manuall# map mem%ers %etween source and target dimensions> complete the following actions?
Clic( a mem%er in the Members list under the source cu%e. a.
CtrlIclic( the mem%er to which #ou want to map in the Members list under the target cu%e.
;ou can also clic( a mem%er from the Members list under the source cu%e and drop it to the desired
mem%er in the Members list under the target cu%e.
;ou can map as man# or as few mem%ers %etween the source and target dimensions as #ou desire>
pro)ided that at least one mem%er in the source dimension is mapped to a mem%er in the target
dimension. ;ou can also map a single mem%er in the source dimension to multiple mem%ers in the target
dimension. The Mappings pane of the Lin(s ta% displa#s all mappings #ou create.
%.
To create a new mem%er in either the source or target dimension> clic( the 5nter new member cell in the
Members list. A newl#Bcreated mem%er is immediatel# a)aila%le for mapping in the lin(.
c.
If #ou ma(e a mista(e and want to delete a mapping> select the mapping in the Mappings pane and clic(
the .emo2e selected member ma##ing %utton.
Chen the manual mapping is complete> dimension correspondences with manual mappings are indicated %#
a solid green line ending in a diamond point in the Lin( ta%.
d.
'.
3or each dimension that does not ha)e a correspondence and mapping> #ou must specif# the mem%er or
mem%ers to slice on?
Clic( the dimension name in the 3imensions list. a.
Clic( the mem%er or mem%ers that #ou want to slice on in the Members list.
If #ou slice on multiple mem%ers in a source dimension> the data for those mem%ers is summed %efore it is
mo)ed to the target cu%e. ;ou can clic( the "elect All %utton at the top of the Members list to select all
leaf nodes in the source dimension. 5owe)er> if #our source dimension includes a single topBle)el
consolidation> it is more efficient to slice on that single consolidation rather than to sum all the leaf nodes
in the dimension.
%.
,.
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If #ou slice on multiple mem%ers in a target dimension> each selected mem%er recei)es the data that is
mo)ed from the source cu%e. ;ou can clic( the "elect All %utton at the top of the Members list to select
all leaf nodes in the target dimension> %ut when multiple leaf nodes are selected in a target dimension> no
summing of nodes is applied %ecause #ou cannot write data to a consolidation.
Clic( "a2e to sa)e #our progress. ..
"licing on dimension members
Chen a correspondence is esta%lished %etween a source and target dimensions> then some or all mem%ers of
those dimensions must %e mapped to one another. 5owe)er> if a dimension in one cu%e does not correspond to
an# dimension in the other cu%e> it must %e sliced %# selecting one or more mem%ers.
-rea!ing a corres#ondence
;ou can %rea( an e0isting dimension correspondence. Chen a correspondence is %ro(en> %oth the dimension in
the source cu%e and the dimension in the target cu%e %ecome a)aila%le for new correspondence definitions.
C%anging t%e ma##ing ty#e
;ou can modif# an e0isting mapping t#pe for a correspondence.
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;.$.1. "licing on dimension members
Chen a correspondence is esta%lished %etween a source and target dimensions> then some or all mem%ers of those
dimensions must %e mapped to one another. 5owe)er> if a dimension in one cu%e does not correspond to an#
dimension in the other cu%e> it must %e sliced %# selecting one or more mem%ers.
3or e0ample> consider a cu%e with a $ersions dimension that includes the mem%ers Actual and +udget. There are
two sets of )alues in the cu%e> one for Actual re)enue> one for +udgeted re)enue. Slicing will ha)e a different effect
depending on whether the $ersions dimension is in the source cu%e or target cu%e.
3or a target cu%e dimension> selecting all mem%ers for slicing causes the data )alues in the source to %e mo)ed to
all sliced mem%ers. 4sing the a%o)e e0ample> if the $ersions dimension is in the target cu%e> %oth Actual and
+udget would recei)e the same set of )alues. If the source cu%e contains &ust %udget num%ers> #ou might want to
slice &ust the +udget mem%er in the target cu%e.
3or a dimension on the source cu%e> selecting all mem%ers as slices causes them to %e summed %efore %eing made
a)aila%le to the target cu%e. 4sing the $ersions dimension e0ample> selecting %oth Actual and +udget would sum
their )alues> which is pro%a%l# not what is desired. !n the other hand> if there were a Product dimensions on the
source cu%e with no corresponding dimension on the target> it might %e )er# logical to select all Product mem%ers
as slices.
Parent to#ic, /sta%lishing correspondence and mapping dimensions
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;.$.$. -rea!ing a corres#ondence
;ou can %rea( an e0isting dimension correspondence. Chen a correspondence is %ro(en> %oth the dimension in the
source cu%e and the dimension in the target cu%e %ecome a)aila%le for new correspondence definitions.
Procedure
In the Lin( /ditor> rightBclic( the line that esta%lishes the correspondence %etween a dimension in the source
cu%e and a dimension in the target cu%e.
1.
Clic( -rea! Connection. The correspondence %etween the two dimensions is %ro(en. ;ou can now use either
dimension in a different correspondence.
2.
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;.$./. C%anging t%e ma##ing ty#e
;ou can modif# an e0isting mapping t#pe for a correspondence.
About t%is tas!
The options a)aila%le when modif#ing the mapping t#pe for a correspondence )ar# according to the current
mapping t#pe.
If the current mapping is Automatic> #ou can change the mapping to either Manual or Generic.
If the current mapping is Manual> #ou can change the mapping to either Automatic or Generic.
If the current mapping is Generic> #ou can change the mapping to either Automatic or Manual.
Procedure
In the Lin( /ditor> rightBclic( the line that esta%lishes the correspondence %etween a dimension in the source
cu%e and a dimension in the target cu%e.
1.
Clic( "witc% to >newCma##ingCty#e?. If #ou change the mapping t#pe to either Automatic or Generic> no
further action is reAuired.
2.
If #ou change the mapping t#pe to Manual> complete the manual mapping procedure as descri%ed in
/sta%lishing correspondence and mapping dimensions.
.
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;./. "etting t%e lin! im#lementation ty#e
Chen #ou create a lin(> #ou must specif# whether the lin( should %e implemented as a rule or a process.
About t%is tas!
Chen a lin( is implemented as a rule> data is stored solel# in the source cu%e> %ut is used and displa#ed in the
target cu%e as reAuired.
Chen a lin( is implemented as a process> data from the source cu%e is copied to the target cu%e after the process
is generated and run.
Procedure
If necessar#> open the lin(. 1.
In the Properties ta%> clic( the la%el ne0t to the &in! Im#lementation Ty#e field. This la%el displa#s the
current implementation t#pe for the lin(. Chen #ou initiall# create a lin(> the default t#pe is rules.
2.
Select one of the following actions?
Clic( .ules to implement the lin( as a rule.
Clic( Process to implement the lin( as a process.
.
Clic( "a2e to sa)e the lin(. '.
.esults
If #ou implement the lin( as a rule and the lin( is )alid when it is sa)ed> the rule is immediatel# created and
applied to the target cu%e.
If #ou choose to implement the lin( as a process> #ou must generate and run the process to mo)e data from the
source cu%e to the target cu%e.
Generating and running lin! #rocesses
Chen #ou implement a lin( as a process> #ou must generate the process and then run it to mo)e data from the
.elated tas!s?
/diting procedures
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;./.1. Generating and running lin! #rocesses
Chen #ou implement a lin( as a process> #ou must generate the process and then run it to mo)e data from the
Procedure
2ightBclic( the lin( in the Model *esign pane and clic( Generate Process.
A new Tur%oIntegrator process is generated and sa)ed on #our ser)er. The new process is )isi%le in the
Processes folder on the Model *esign pane.
Additionall#> new )iews reAuired %# the process are created in %oth the source cu%e and target cu%e. The )iew
in the source cu%e is assigned the same name as the lin( from which the process is generated> with Dsource
)iewF appended to the name. The )iew in the target cu%e is assigned the same name as the lin( from which
the process is generated> with Dtarget )iewF appended. The )iew in the target cu%e accepts the data pro)ided
%# the )iew in the source cu%e.
1.
2ightBclic( the process and clic( 58ecute Process. 2.
Modifying a lin! im#lemented as a #rocess
If #ou modif# a lin( that is alread# implemented as a process> #ou must regenerate the process to incorporate
#our edits.
Parent to#ic, Setting the lin( implementation t#pe
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;./.1.1. Modifying a lin! im#lemented as a #rocess
If #ou modif# a lin( that is alread# implemented as a process> #ou must regenerate the process to incorporate #our
edits.
Procedure
2ightBclic( the modified lin( in the Model *esign pane> then clic( Generate Process. 1.
Clic( '+ when prompted to o)erwrite the e0isting process. 2.
!ptionall#> rightBclic( the newl# o)erwritten process> then clic( 58ecute Process if #ou want to immediatel#
e0ecute the process with #our edits.
.
Parent to#ic, Generating and running lin( processes
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;.1. Using #ic! lists as 2irtual dimensions in lin!s
;ou can use pic( lists as )irtual dimensions in lin(s. In this manner> #ou can set up a correspondence %etween an
actual dimension in either the source or target cu%e and a pic( list )irtual dimension in the opposite cu%e.
About t%is tas!
Chen a pic( list )irtual dimension is used in the source cu%e for a lin(> the lin( is referred to as an accumulation
lin(. Chen a pic( list )irtual dimension is used in the target cu%e for a lin(> the lin( is referred to as a loo(up lin(.
Pic( list )irtual dimensions can %e used in either the source cu%e or target cu%e for a lin(> and if reAuired #ou can
use multiple )irtual dimensions in either the source cu%e or target cu%e. ;ou cannot> howe)er> simultaneousl# use
)irtual dimensions in %oth the source cu%e and target cu%e.
Procedure
*efine the source and target cu%e for the lin( as descri%ed in Specif#ing source and target cu%es. 1.
In the *imensions list for either the source cu%e or target cu%e> clic( the dimension containing the pic( list that
#ou want to use as a )irtual dimension. The Mem%ers list for the selected dimension displa#s the mem%ers of
the dimension. If an# mem%er has a pic( list associated with it> the Pic( List icon appears ne0t to the
mem%er name.
2.
In the Mem%ers list for the selected dimension> dou%leBclic( the Pic( List icon for the pic( list that #ou want to
use as a )irtual dimension. The new )irtual dimension appears in the *imensions list.
.
Complete mappings using the pic( list )irtual dimension. '.
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;.4. Using dimension attributes as 2irtual dimensions in lin!s
;ou can use pic( lists as )irtual dimensions in the target cu%e for lin(s. In this manner> #ou can set up a
correspondence %etween an actual dimension in the source cu%e and an attri%ute )irtual dimension in the target
cu%e. Chen an attri%ute )irtual dimension is used in the target cu%e for a lin(> the lin( is referred to as a loo(up
lin(.
About t%is tas!
;ou can use an# userBdefined te0t dimension attri%ute as a )irtual dimension in #our lin(. ;ou cannot use an# of
the following t#pes of attri%utes as )irtual dimensions?
s#stemBgenerated attri%utes
numeric attri%utes
alias attri%utes
Procedure
*efine the source and target cu%e for the lin( as descri%ed in Specif#ing source and target cu%es. 1.
In the *imensions list for the target cu%e> clic( the dimension containing the attri%ute that #ou want to use as
a )irtual dimension. The Mem%ers list for the selected dimension displa#s the mem%ers of the dimension.
2.
In the Mem%ers list for the selected dimension> rightBclic( the heading region where the la%els -ame and Slice
appear. A list of the userBdefined te0t attri%utes for the dimension appears.
.
Clic( the attri%ute that #ou want to use as a )irtual dimension in #our lin(. The new )irtual dimension appears
in the *imensions list> using the naming con)ention dimension_name [attribute_name].
'.
Complete mappings using the attri%ute )irtual dimension. An# mapping %etween a source dimension and a
)irtual attri%ute target dimension must %e implemented as an automatic mapping.
,.
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;.;. Creating internal lin!s
An internal lin( mo)es data %etween mem%ers in a single cu%e. In an internal lin(> the source cu%e and the target
cu%e are the same cu%e.
About t%is tas!
Internal lin(s are useful for mo)ing data from one time period to another. 3or e0ample> #ou might want to mo)e a
closing %alance for one time period to the opening %alance for the following time period.
Procedure
Set %oth the source and target cu%es to the one cu%e within which #ou want to mo)e data> as descri%ed in
Specif#ing source and target cu%es +ecause the source and target cu%es are the same> automatic mappings are
created for all dimension correspondences.
1.
3or the dimension in which #ou want to mo)e data %etween mem%ers> %rea( the correspondence. 2.
Manuall# map the mem%ers %etween which #ou want to mo)e data. .
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;.@. &in! 2alidation
Lin(s are continuall# )alidated. Chile #ou are creating a lin(> )alidit# is chec(ed as #ou progress through the steps
reAuired to define the lin(. Similarl#> an# modifications to o%&ects upon which a lin( is dependent will trigger a
)alidation chec( on the lin(.
Chen a lin( is identified as %eing not )alid> the lin( icon in the Model *esign pane is updated to reflect the state of
the lin( .
Additionall#> an# )alidation warnings or errors are reported in the $alidation /rrors propert# for the lin(.
;ou must correct all warnings and errors %efore the lin( can %e used.
.e#airing lin!s
If a lin( %ecomes not )alid due to the deletion or modification of an# o%&ect upon which the lin( is dependent>
#ou can use this method to automaticall# repair the lin(.
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;.@.1. .e#airing lin!s
If a lin( %ecomes not )alid due to the deletion or modification of an# o%&ect upon which the lin( is dependent> #ou
can use this method to automaticall# repair the lin(.
Procedure
2ightBclic( the lin( in the Model *esign pane. 1.
Clic( .e#air &in!. 2.
.esults
The lin( is repaired to the greatest e0tent possi%le. An# references to deleted o%&ects are remo)ed from the lin(>
%ut #ou ma# ha)e to manuall# remap some dimensions or otherwise modif# the lin( to restore its )alidit#.
Parent to#ic, Lin( )alidation
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;.D. &in! #ro#erties
The Properties pane displa#s the properties for a lin(.
Most lin( properties are readBonl#. That is> the# report propert# )alues> %ut cannot %e directl# edited in the
Properties pane. The e0ception is the &in! Im#lementation Ty#e propert#> which can %e set directl# in the
Properties pane.
Ta%le 1.
Pro#erty 3escri#tion
-ame The name of the lin(.
Lin( T#pe The t#pe of lin(. There are three possi%le Lin( T#pe )alues.
*efault B A lin( with regular dimension correspondences and mappings.
Loo(up B A lin( that uses )irtual dimensions %ased on either pic( lists or
attri%utes in the target cu%e.
Accumulation B A lin( that uses )irtual dimensions %ased on pic( lists in
the source cu%e.
Securit# !wner The owner is the one who is currentl# editing the dimension or lin(.
Source Cu%e The cu%e that pro)ides the data for the lin(. This is a clic(a%le propert#M clic(
the source cu%e name to open the cu%e.
Target Cu%e The cu%e that recei)es the data from the lin(. This is a clic(a%le propert#M
clic( the target cu%e name to open the cu%e.
Correspondences Indicates the num%er of correspondences defined for the lin(. /ach
correspondence is listed seAuentiall#.
Lin( Implementation T#pe Set this propert# to determine if #our lin( is implemented as a rule or as a
process> as descri%ed in Setting the lin( implementation t#pe.
$alidation /rrors Indicates the num%er of )alidation warnings and errors present in the lin(>
with each warning and error listed seAuentiall#.
Carnings indicate pro%lems that can %e addressed %# performing actions
directl# in the lin( definition. 3or e0ample> a warning might indicate that #ou
ha)e not #et mapped or sliced a particular dimension. To resol)e this
warning> #ou can map or slice the dimension in the lin( editor.
/rrors indicate pro%lems that cannot %e addressed in the lin( editor. To
resol)e errors> #our should repair the lin(.
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@. Managing rules and feeders
Cith the 2ules /ditor> #ou can create and manage I+M= Cognos= TM1= rules.
Cognos TM1 rules pro)ide a wa# to perform comple0 cu%e )alue calculations %e#ond the normal aggregation that is
performed on dimension hierarch# consolidations. 3or e0ample> #ou can use rules to calculate a re)enue )alue %#
multipl#ing units sold %# unit price. ;ou can also use rules to deri)e )alues in one cu%e %# referencing )alues in a
separate cu%e.
3eeders pro)ide a wa# to limit the amount of calculations that can %e created %# rules. This can %e an wa# to
impro)e performance when performing consolidated calculations.
A rule is associated with a single cu%e and calculates )alues onl# for that cu%e. A rule alwa#s uses the same name
as the cu%e with which it is associated and displa#s %eneath the associated cu%e in the Model *esign pane> %elow
an# )iews that e0ist for the cu%e. The figure shows a cu%e with the associated )iew and rule> as displa#ed in the
Model *esign pane.
igure 1! Cube "it# $ie" and rule
3or a general introduction to rules concepts> refer to XAd)anced Calculations for +usiness *ataX in the IBM Cognos
TM1 %e$eloper Guide. This pu%lication pro)ides an o)er)iew of Cognos TM1 rule> and address topics such as?
2ules s#nta0
Arranging rules statements
!rder of calculation for rules
3or a more comprehensi)e re)iew of Cognos TM1 rules> refer to the IBM Cognos TM1 Rules Guide> which guides
#ou through the creation of a comple0 %usiness application %ased on rules.
Automatically generated rules and feeders
I+M Cognos TM1 Performance Modeler simplifies application de)elopment %# automaticall# generating some of
the I+M Cognos TM1 rules reAuired to perform calculations on #our %usiness data.
Manually generated rules and feeders
;ou can manuall# create rules that address the uniAue reAuirements of #our %usiness application.
5diting rules and feeders
4se the 2ules /ditor to edit #our rules and feeders.
)alidating rules and feeders
2ules and feeders are )alidated upon sa)e. If a portion is not )alid> a message appears indicating the location
of the first statement that is not )alid> along with a %rief description of the nature of the error.
.ule #ro#erties
The Properties pane displa#s the properties for a rule.
.elated conce#ts?
Creating rules and processes
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@.1. Automatically generated rules and feeders
I+M= Cognos= TM1= Performance Modeler simplifies application de)elopment %# automaticall# generating some
of the I+M Cognos TM1 rules reAuired to perform calculations on #our %usiness data.
2ules and feeders are automaticall# generated when #ou complete one of the following actions?
create a dimension mem%er calculation> as descri%ed in Creating calculation dimensions
create a lin( and implement it as a rule> as descri%ed in Creating lin(s
Automaticall# generated rules appear with a shaded %ac(ground in the 2ules /ditor.
Automaticall# generated rules cannot %e directl# edited> %ut #ou can selecti)el# ena%le or disa%le automaticall#
generated rules. ;ou can also change the ordering of automaticall# generated rules.
Attention, ;ou should not edit an# automaticall# generated rules outside Cognos TM1 Performance Modeler.
Automatic generated rules that are edited in another tool will %e o)erwritten the ne0t time the automaticall#
generated rules are loaded.
3imension calculation rules
*imension calculation rules are automaticall# generated when an - Calculation or C Calculation is present in a
dimension.
&in! rules
Lin( rule %loc(s are automaticall# generated when a lin( that is implemented as a rule e0ists in #our
application.
Parent to#ic, Managing rules and feeders
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@.1.1. 3imension calculation rules
*imension calculation rules are automaticall# generated when an - Calculation or C Calculation is present in a
dimension.
0umeric calculation rules
A numeric calculation rule %loc( is automaticall# generated whene)er one or more - Calculations are defined for
an# dimension in a gi)en cu%e. 3or e0ample> if #ou ha)e a cu%e that includes the account1 dimension> and -
Calculations are defined for the 4nits and Price mem%ers in that dimension> a rule %loc( similar to the following is
generated.
1 #Region Calculation rules: account1
2 #Autogenerated CALC NUMERIC 6163636F756E7431
3 #Region Calculation rules: Units
4 #Autogenerated MEMBERCALC NUMERIC 5B6163636F756E74315D2E5B556E6974735D
5 #Region{account1 : Units}
6 ['account1':{'Units'}]=N:100;
7 #EndRegion
8 #EndRegion
9 #Region Calculation rules: Price
10 #Autogenerated MEMBERCALC NUMERIC 5B6163636F756E74315D2E5B50726963655D
11 #Region{account1 : Price}
12 ['account1':{'Price'}]=N:200;
13 #EndRegion
14 #EndRegion
15 #EndRegion
-ote that all lines in this rule %loc( are commented with the num%er sign DYF> with the e0ception of lines . and 12>
which are the actual rules statements that perform the calculation. The commented lines help #ou identif# the
areas of the cu%e to which this rule %loc( applies.
Line 1 identifies the dimension to which the entire calculation rule %loc( applies> in this case the account1
dimension.
Line 2 identifies all rules within the %loc( as %eing CALC -4M/2IC> or - Calculation> rules. This line includes a
uniAue s#stemBgenerated identifier for the entire rules %loc(.
Line identifies the first rule in the %loc( as appl#ing to the 4nits mem%er.
Line ' displa#s the uniAue s#stemBgenerated identifier for the first rule in the %loc(.
Line , displa#s the full#BAualified area to which the first rule applies> in this case account1 ? 4nits.
Line . is the first rule statement in the %loc(. It calculates the )alue for 4nits.
Line 7 identifies the second rule in the %loc( as appl#ing to the Price mem%er.
Line 18 displa#s the uniAue s#stemBgenerated identifier for the second rule in the %loc(.
Line 11 displa#s the full#BAualified area to which the second rule applies> in this case account1 ? Price.
Line 12 is the second rule statement in the %loc(. It calculates the )alue for Price.
Consolidated calculation rules
A consolidated calculation rule %loc( is automaticall# generated whene)er one or more C Calculations are defined
for an# dimension in a gi)en cu%e. 3or e0ample> if #ou ha)e a cu%e that includes the account1 dimension> and a C
Calculation is defined for the Gross Margin mem%er in that dimension> a rule %loc( similar to the following is
generated.
1 #Region Calculation rules: account1
2 #Autogenerated CALC CONSOLIDATED 6163636F756E7431
3 #Region Calculation rules: Gross Margin
4 #Autogenerated MEMBERCALC CONSOLIDATED 5B6163636F756E74315D2E5B47726F7373204D617267696E5D
5 #Region{account1 : Gross Margin}
6 ['account1':{'Gross Margin'}]=C:(['account1':'Sales']-['account1':'Variable Costs']);
7 #EndRegion
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8 #EndRegion
9 #EndRegion
-ote that all lines in this rule %loc( are commented with the Y s#m%ol> with the e0ception of line .> which is the
actual rules statements that performs the calculation. The commented lines help #ou identif# the areas of the cu%e
to which this rule %loc( applies.
Line 1 identifies the dimension to which the entire calculation rule %loc( applies> in this case the account1
dimension.
Line 2 identifies all rules within the %loc( as %eing CALC C!-S!LI*AT/*> or C Calculation> rules. This line
includes a uniAue s#stemBgenerated identifier for the entire rules %loc(.
Line identifies the first and onl# rule in the %loc( as appl#ing to the Gross Margin mem%er.
Line ' displa#s the uniAue s#stemBgenerated identifier for the first rule in the %loc(.
Line , displa#s the full#BAualified area to which the first rule applies> in this case account1 ? Gross Margin.
Line . is the onl# rule statement in the %loc(. It calculates the )alue for Gross Margin.
Parent to#ic, Automaticall# generated rules and feeders
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@.1.$. &in! rules
Lin( rule %loc(s are automaticall# generated when a lin( that is implemented as a rule e0ists in #our application.
3or the target cu%e> a rule %loc( is generated that calculates a )alue %ased on the dimension correspondence and
mapping defined in the lin(. 3or the source cu%e> a rule %loc( is generated that contains the feeders statement
reAuired to ensure optimal performance of #our application.
&in! rules for t%e target cube
The automaticall# generated rules for the target cu%e alwa#s calculate a )alue for a numeric mem%er> as #ou
cannot define a lin( that calculates )alues for a consolidation.
3or e0ample> if #our application includes a lin( named Price to Sales that is implemented as a rule> and the lin(
mo)es price data from the source PriceCu%e to the target SalesCu%e> the generated rule for SalesCu%e would loo(
similar to the following?
1 #Region Link rule: Price to Sales - Numeric
2 #Source cube: PriceCube
3 #Target cube: SalesCube
4 #Autogenerated LINK NUMERIC 7D4C696E6B5F507269636520746F2053616C6573
5 ['account1':'Price'] = N:DB('PriceCube', !actvsbud, !region, !model, !month);
6 #EndRegion
Line 1 indicates that this rule %loc( is generated from the lin( named Price to Sales.
Line 2 shows that the source cu%e for this lin( is names PriceCu%e.
Line shows that the target cu%e for this lin( is named SalesCu%e.
Line ' displa#s the s#stemBgenerated uniAue identifier for the rule.
Line , is the rule statement that calculates the )alue for Price %# retrie)ing the corresponding )alue from the
PriceCu%e.
&in! rules for t%e source cube
The automaticall# generated rules for the source cu%e alwa#s include feeders that feed the location in the target
cu%e to which the lin( rule applies.
3eeders are the mechanism that I+M Cognos= TM1= uses to ensure optimum performance in applications that use
rules. The concept of feeders and their implementation is descri%ed in XImpro)ing performance with feedersX in the
IBM Cognos TM1 Rules Guide.
If #our application includes a lin( named Price to Sales that is implemented as a rule> and the lin( mo)es price data
from the source PriceCu%e to the target SalesCu%e> the generated feeders in the rules for PriceCu%e would loo(
similar to the following?
1 #Region Link rule: Price to Sales - Numeric
2 #Source cube: PriceCube
3 #Target cube: SalesCube
4 #Autogenerated LINK FEEDER 7D4C696E6B5F507269636520746F2053616C6573
5 [] => DB('SalesCube', !actvsbud, !region, !model, 'Price', !month);
6 #EndRegion
Line 1 indicates that this rule %loc( is generated from the lin( named Price to Sales.
Line 2 shows that the source cu%e for this lin( is names PriceCu%e.
Line shows that the target cu%e for this lin( is named SalesCu%e.
Line ' displa#s the s#stemBgenerated uniAue identifier for the rule statement> indicating that it is a feeder
statement.
Line , is the feeder statement that feeds all locations in the SalesCu%e identified %# the Price mem%er.
Parent to#ic, Automaticall# generated rules and feeders
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@.$. Manually generated rules and feeders
;ou can manuall# create rules that address the uniAue reAuirements of #our %usiness application.
The 2ules /ditor allows #ou to t#pe rules statements directl# in the editor> using an# of the functions a)aila%le to
I+M Cognos TM1= rules. Manuall# generated rules appear without a shaded %ac(ground in the 2ules /ditor and
can %e freel# editedM the# are not protected as are automaticall# generated rules.
Cognos TM1 rules functions allow #ou to reference )alues in e0ternal cu%es> retrie)e mem%er information>
determine time )alues> and appl# conditional logic. These functions> which are full# descri%ed in the IBM
Cognos TM1 Reference Guide> fall into the following general categories.
Cu%e data
*ate and time
*imension information
Mem%er information
3inancial
Logical
Mathematical
Te0t
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@./. 5diting rules and feeders
4se the 2ules /ditor to edit #our rules and feeders.
To open a rule and feeder for editing> dou%leBclic( the rule in the *esign Pane.
The 2ules /ditor opens in a new ta%. ;ou can edit or create manual rules and feeders %# t#ping directl# in the
editor and %# using the Content Assist feature. ;ou can also mange automaticall# generated rules using se)eral
2ules /ditor features that allow #ou to ena%le> disa%le> and change the order of rules and feeders.
58#anding and colla#sing rule and feeder bloc!s
+# default> automaticall# generated rule and feeder %loc(s appear in collapsed form in the 2ules /ditor. ;ou can
e0pand and collapse %loc(s indi)iduall# or simultaneousl# e0pand@collapse all %loc(s.
.eordering rule bloc!s and statements
;ou can change the order of automaticall# generated rule %loc(s and manuall# created statements in the 2ules
/ditor.
Commenting and uncommenting lines of code
;ou can use the Comment@4ncomment feature of the 2ules /ditor to comment or uncomment manuall#
entered lines of code or commentar#.
5nabling and disabling rules and feeders
;ou can selecti)el# ena%le and disa%le automaticall# generated rules and feeders in the 2ules /ditor.
Co#ying content from an automatically generated rule and feeder
Though #ou cannot directl# edit an automaticall# generated statement> #ou can cop# an# portion of the
statement. The copied portion can then %e pasted into the 2ules /ditor for use in a manuall# created rule
statement.
Using Content Assist
The Content Assist feature helps #ou create statements %# letting #ou select items from lists of dimension
mem%ers and rules functions while manuall# creating or editing rules and feeders.
Clearing rules and feeders
2ules cannot %e deleted> %ut the contents can %e cleared.
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@./.1. 58#anding and colla#sing rule and feeder bloc!s
+# default> automaticall# generated rule and feeder %loc(s appear in collapsed form in the 2ules /ditor. ;ou can
e0pand and collapse %loc(s indi)iduall# or simultaneousl# e0pand@collapse all %loc(s.
About t%is tas!
Some rule %loc(s ma# contain multiple regions> and all which appear collapsed in the 2ules /ditor %# default. ;ou
can e0pand@collapse regions within a rule %loc( &ust as #ou can e0pand@collapse the rule %loc( itself.
Procedure
To e0pand an indi)idual rule %loc(> or an indi)idual region within a rule %loc(> clic( the 58#and icon to the
left of the rule %loc( or region.
1.
To collapse an indi)idual rule %loc(> or an indi)idual region within a rule %loc(> clic( the Colla#se icon to the
left of the rule %loc( or region.
2.
To full# e0pand all rule %loc(s and regions> rightBclic( the gra# )ertical %ar at the e0treme left of the 2ules
/ditor> then clic( 58#and All.
.
To full# collapse all rule %loc(s and regions> rightBclic( the gra# )ertical %ar at the e0treme left of the 2ules
/ditor> then clic( Colla#se All.
'.
Parent to#ic, /diting rules and feeders
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@./.$. .eordering rule bloc!s and statements
;ou can change the order of automaticall# generated rule %loc(s and manuall# created statements in the 2ules
/ditor.
About t%is tas!
The order in which rules %loc(s or statements are e)aluated has a direct impact on the calculations performed on
#our data. The first statement that applies to a gi)en area of a cu%e ta(es precedence o)er an# later statements
that are applica%le to the same area. ;ou should %e )er# familiar with #our data and the e0pected results of rule
calculations %efore #ou attempt to reorder #our rules.
3or further details on the order of precedence for rules calculations> see the IBM Cognos TM1 Rules Guide.
;ou can mo)e rule %loc(s or statements within the S9IPC5/C9 region of the rules editor> %ut #ou cannot mo)e
them into the 3//*/2S region. Similarl#> #ou can mo)e feeder %loc(s or statements within the 3//*/2S region>
%ut cannot mo)e them into the S9IPC5/C9 region.
;ou can reorder feeder %loc(s> %ut there is no %enefit gained.
Procedure
Select the %loc( or statement that #ou want to mo)e %# clic(ing immediatel# in front of the first character and
then drag across the entire %loc( or statement.
1.
Clic( the selected %loc( or statement. 2.
*rag and drop the %loc( or statement to a new location in the 2ules /ditor. The destination must %e an empt#
line. ;ou cannot drop a %loc( or statement on top of an e0isting %loc( or statement. Chen the new location for
the %loc( or statement is )alid> the destination appears with a gra# %ac(ground.
.
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@././. Commenting and uncommenting lines of code
;ou can use the Comment@4ncomment feature of the 2ules /ditor to comment or uncomment manuall# entered
lines of code or commentar#.
About t%is tas!
The Comment feature inserts a Y character at the %eginning of a line> indicating that the line is ignored during rule
processing. ;ou can similarl# uncomment a commented line> so that the line is included in processing. Commentar#
that descri%es rules should alwa#s %e commented in the 2ules /ditor. If an# te0t in the 2ules /ditor other than
calculation statements appear uncommented> )alidation will fail.
;ou cannot use the Comment@4ncomment feature on automaticall# generated rules. ;ou can> howe)er> selecti)el#
ena%le or disa%le automaticall# generated rules.
Procedure
To comment one or more lines> clic( and drag across the lines to select> then clic( the Comment@4ncomment
icon .
1.
To uncomment one or more lines that are currentl# commented> clic( and drag across the lines to select> then
clic( the Comment@4ncomment icon .
2.
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@./.1. 5nabling and disabling rules and feeders
;ou can selecti)el# ena%le and disa%le automaticall# generated rules and feeders in the 2ules /ditor.
About t%is tas!
;ou cannot comment or delete automaticall# generated rules. If #ou attempt to delete an automaticall# generated
rule> it does initiall# appear to %e deleted from the 2ules /ditor> %ut the rule will %e automaticall# regenerated the
ne0t time the rule is loaded.
;ou can> howe)er> selecti)el# ena%le and disa%le automaticall# generated rules and feeders. Chen #ou disa%le an
automaticall# generated rule> an# )alues defined %# the automaticall# generated rule are not calculated.
Procedure
To disa%le an automaticall# generated rule or feeder> rightBclic( the rule> then clic( 3isable. 1.
To ena%le an automaticall# generated rule or feeder that is currentl# disa%led> rightBclic( the rule> then clic(
5nable.
2.
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@./.4. Co#ying content from an automatically generated rule and feeder
Though #ou cannot directl# edit an automaticall# generated statement> #ou can cop# an# portion of the statement.
The copied portion can then %e pasted into the 2ules /ditor for use in a manuall# created rule statement.
Procedure
5o)er the pointer o)er the 58#and icon of a collapsed rule statement. The entire statement displa#s in a
dialog %o0.
1.
Select the desired portion of the statement in the dialog %o0. 2.
Clic( the Co#y icon to cop# the selected te0t. .
Clic( at the desired insertion point in the 2ules /ditor> then clic( the Paste icon to paste the copied
selection.
'.
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@./.;. Using Content Assist
The Content Assist feature helps #ou create statements %# letting #ou select items from lists of dimension
mem%ers and rules functions while manuall# creating or editing rules and feeders.
About t%is tas!
Content Assist presents lists of rules elements that are appropriate for a gi)en conte0t within a rules statement. 3or
e0ample> when #ou are defining an area to which a calculation statement or feeder applies> or otherwise
referencing dimension mem%ers> Content Assist presents a list of a)aila%le dimension mem%ers on #our ser)er.
Chen #ou are inserting functions to perform rules calculations> Content Assist presents a list of all a)aila%le rules
functions. Chen #ou are creating a *+ function> Content Assist presents a list of cu%es a)aila%le on #our ser)er.
Content Assist automaticall# recogni"es when #ou are t#ping a dimension mem%er reference. As soon as #ou t#pe
[' Da left sAuare %race followed %# an apostropheF> Content Assist displa#s a list of a)aila%le dimension mem%ers
on #our ser)er. ;ou can clic( an# mem%er to insert it into the cursor location in the 2ules /ditor.
Content Assist also recogni"es when #ou are t#ping a data%ase reference D*+F function. As soon as #ou t#pe db('
Content Assist displa#s a list of cu%es a)aila%le on #our ser)er. ;ou can clic( an# cu%e name to insert a )alid *+
function referencing the selected cu%e.
Procedure
To use Content Assist?
Clic( the Content Assist icon or press CtrlE"#ace 1.
Clic( the desired item from the Content Assist list. 2.
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@./.@. Clearing rules and feeders
2ules cannot %e deleted> %ut the contents can %e cleared.
Procedure
2ightBclic( the rule and clic( Clear. 1.
Confirm the clear rule in the Confirm Clear .ules window. 2.
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@.1. )alidating rules and feeders
2ules and feeders are )alidated upon sa)e. If a portion is not )alid> a message appears indicating the location of
the first statement that is not )alid> along with a %rief description of the nature of the error.
To ensure proper rule calculations> #ou should correct an# errors that are reported in #our rule.
;ou can choose to sa)e a rule that is not )alid. This allows #ou to continue de)eloping #our model or applications>
while letting #ou address rule errors as time allows. 5owe)er> e)en a single error in the S9IPC5/C9 section of #our
rule will pre)ent all rulesBderi)ed )alues from %eing calculated. If an error e0ists in the 3//*/2S section of a rule>
the calculation statements in the S9IPC5/C9 area will %e e0ecuted> %ut the feeder statements will not.
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@.4. .ule #ro#erties
The Properties pane displa#s the properties for a rule.
Most rule properties are readBonl#. That is> the# report propert# )alues> %ut cannot %e directl# edited in the
Properties pane. The e0ception is the .eAuire feeding of rule deri2ed cells propert#> which can %e set directl# in
the Properties pane.
Ta%le 1.
Pro#erty 3escri#tion
-ame The name of the rule. A rule alwa#s uses the name of the cu%e with which it is
associated. 3or e0ample> the rule for a cu%e named 2egionalSales would also %e
named 2egionalSales.
T#pe The t#pe of o%&ect for which the Properties pane displa#s )alues. Chen )iewing a
rule> the T#pe is alwa#s 2ule.
Manual Sections Indicates whether a rule contains an# manuall# created sections.
The propert# )alue is ;es if manuall# created sections are present in the rule.
The propert# )alue is -o if the rule is composed solel# of automaticall# generated
rules.
2ule Sections Indicates the num%er of calculation sections in the rule.
/ach calculation section is listed seAuentiall#> with an indication of whether the
section calculates a -umeric or Consolidated )alue. If a section is associated with
a lin(> the name of the lin( displa#s as a clic(a%le item. Clic( the lin( name to
open the lin(.
3eeder Sections Indicates the num%er of feeder sections in the rule.
/ach feeder section is listed seAuentiall# with the la%el 3//*/2. If a feeder is
associated with a lin(> the name of the lin( displa#s as a lin(. Clic( the lin( name
to open.
2eAuire feeding of rule
deri)ed cellsZ
Set this propert# to determine if #our rule includes a 3//*/2S section.
If set to -!> the rule does not include a 3//*/2S section and #ou do not ha)e to
define feeders for rulesBderi)ed cells in #our cu%e. If #ou set this propert# to -!
for a rule that alread# contains feeders> the e0isting feeders are retained in the
rule.
If set to ;/S> the rule does include a 3//*/2S section and #ou should define
feeders for rulesBderi)ed cells in #our cu%e.
Attention,
An# rules for cu%es what are associated with a lin( must ha)e feeders. The
feeders are automaticall# generated and inserted into the rule> regardless of the
.eAuire feeding of rule deri2ed cells setting.
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D. "etting u# security and control access for user grou#s
+efore an application can %e deplo#ed> the user groups> the capa%ilities of the user group> and the mem%ers of the
user group must %e defined for securit# access.
The wor( flow for securit# is as follows?
*efine the new user group.
Assign the capa%ilities the user group.
*efine the users of the user group.
*efine user group pri)ileges for data access and securit#.
Ca#abilities and security for user grou#s
/ach user group must ha)e the securit# capa%ilit# and the securit# access defined %efore the user group can
access I+M Cognos TM1 Performance Modeler.
3efining a new user grou#
To add a new user> the user group must first %e defined for I+M= Cognos= TM1= Performance Modeler.
Assigning ca#abilities to user grou#s
Capa%ilities can %e assigned to a user group> after the user group is defined. +# default> all assignments are
%lan(.
3efining a new user for a user grou#
A single user can %e added to the securit# users and groups.
3efining security and access settings
;ou can define the pri)ileges for a user group for o%&ects defined in I+M Cognos TM1 Performance Modeler.
Creating a cell security cube
Create a cell securit# cu%e to define user group pri)ileges for accessing specific cells in a cu%e.
Creating a #ic! list cube
Create a pic( list cu%e to define pic( lists that appear in cu%e cells.
.elated conce#ts?
Setting up securit# and control access for user groups
*efining securit#
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D.1. Ca#abilities and security for user grou#s
/ach user group must ha)e the securit# capa%ilit# and the securit# access defined %efore the user group can access
I+M Cognos TM1 Performance Modeler.
The securit# capa%ilit# and securit# access are descri%ed %#?
Capa%ilit# assignments
*ata access and securit#
Ca#ability assignments
Certain capa%ilities for each user group can %e set with the Ca#ability Assignment menu.
3ata access and security
;ou can enhance or restrict the access for a user group to indi)idual cu%es> dimensions> processes> chores> and
mem%ers.
Parent to#ic, Setting up securit# and control access for user groups
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D.1.1. Ca#ability assignments
Certain capa%ilities for each user group can %e set with the Ca#ability Assignment menu.
/ach capa%ilit# can %e set to either grant or den# for each user group. The capa%ilities are?
.un"er2er58#lorer> ena%les the user group to use the Ser)er /0plorer. The choice to grant this capa%ilit#
ena%les access to the Ser)er /0plorer.
UsePersonal7or!s#ace7ritebac!Mode> defines how data changes are handled in the user group.
Chen granted> users can hold data changes in a pri)ate wor(space %efore manuall# deciding when to commit
the changes to the %ase data. 4sers can also create and manage multiple pri)ate scenarios called sand%o0es
Dsee the Sand%o0 Capa%ilit#F.
4sers can pri)atel# ad&ust data )alues %efore ma(ing them a)aila%le to the rest of the communit#. The
sand%o0 ma(es it eas# to tr# out different data changes without the comple0it# of named sand%o0es.
-ew data displa#s in a different color to data that is part of the %ase data. After the data change in a
Personal Cor(space is committed> the cell coloring re)erts to %lac( to identif# it as part of the %ase data.
4sers must manuall# commit their data changes to ma(e them a)aila%le to other users.
Personal Cor(space mode can impro)e performance o)er wor(ing in direct write%ac(. Changes to the %ase
data occur less freAuentl# than when e)er# data change must %e merged to the %ase.
Chen denied> users ha)e to wor( directl# in the %ase data. This is the default %eha)ior for this capa%ilit#. The
ad)antage to this capa%ilit# setting is that data changes happen immediatel#.
Use"andbo8> the user group can create named sand%o0es that can %e used to %uild whatBif scenarios.
Manage3ata.eser2ation> a ser)erBrelated feature that allows #ou configure an e0clusi)e write access to
regions of a cu%e for indi)idual users. !nce reser)ed> the data in that region can onl# %e modified %# that
specific user until the reser)ation is released.
3ata.eser2ation'2erride> a ser)erBrelated feature that allows mem%ers of a user group to o)erride data
reser)ation for themsel)es and other users.
The capa%ilities for UsePersonal7or!s#ace7ritebac!Mode and Use"andbo8 wor( together as follows?
To let t%e user grou#
Use Personal 7or!s#ace
7ritebac! Mode
Use "andbo8
Mode
Cor( directl# in the %ase data with the a%ilit# to create more than
one sand%o0.
*en# Grant
Cor( in a single> pri)ate wor( area without named sand%o0es. Grant *en#
Cor( with a pri)ate wor( area and a named sand%o0. Grant Grant
Cor( in *irect write%ac( with no sand%o0. This pre)ents the use of
sand%o0es and puts all users into direct write%ac( mode.
*en# *en#
Parent to#ic, Capa%ilities and securit# for user groups
.elated tas!s?
Assigning capa%ilities to user groups
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D.1.$. 3ata access and security
;ou can enhance or restrict the access for a user group to indi)idual cu%es> dimensions> processes> chores> and
mem%ers.
Chen #ou enhance or restrict access for a user group. The pri)ileges #ou can set for securing these o%&ects are?
2/A*> The group can )iew a cu%e> element> dimension> process> or chore> %ut cannot perform operations on
the o%&ect
C2IT/ B The group can )iew and update a cu%e> element> dimension> process> or chore
L!C9 B The group can )iew and edit a cu%e> element> dimension> or other o%&ect and can permanentl# loc(
o%&ects to pre)ent other users from updating them.
-!-/ B The group cannot see a cu%e> element> dimension> process> or chore> and cannot perform operations
on the o%&ect.
2/S/2$/ B The group can )iew and edit a cu%e> element> dimension> or other o%&ect> and can temporaril#
reser)e o%&ects to pre)ent other users from updating them.
A*MI- B The group has complete access to a cu%e> element> dimension> or other o%&ect.
Chen #ou create a new cu%e> other groups initiall# ha)e no access to the new cu%e. ;ou must assign securit#
rights for other groups to )iew the cu%e.
Chen #ou create a new dimension> the access rights are as follows?
!nl# mem%ers of the A*MI- and *ataAdmin groups can create and delete dimensions.
Groups with 2ead access to a dimension can )iew dimension and mem%er attri%utes> %ut cannot edit attri%ute
)alues.
!ther groups initiall# ha)e no access to new dimensions.
Chen no securit# has %een assigned to a mem%er in a dimension> groups ha)e Crite access to new mem%ers
in that dimension.
Chen #ou assign securit# rights to at least one mem%er in a dimension> groups ha)e -one access to new
mem%ers in that dimension. /0isting mem%ers (eep their original access DCriteF> unless #ou change that
access.
The securit# rights #ou assign to the processes and chores determine the a%ilit# of a group to e0ecute a process
from a chore. If the user has no access to a process> %ut read access to the chore> the group can e0ecute the
process from the chore.
;ou can assign rights for multiple mem%ers or to multiple groups %# selecting a range of mem%ers. ;ou can set
different le)els of securit# for a consolidated mem%er and the leaf mem%ers that %elong to the consolidation.
The following ta%le descri%es all the securit# rights and pri)ileges that #ou can assign to groups.
Ta%le 1. Pri)ilege descriptions for mem%er o%&ects
Pri2ilege 3escri#tion
2/A* Mem%ers of the user group can see the cells identified
%# the mem%er> %ut cannot change their data.
C2IT/ Mem%ers of the user group can read and update the
cells identified %# the mem%er and edit attri%utes of the
mem%er.
L!C9 Mem%ers of the user group ha)e all pri)ileges implied
%# Crite permission> and can also loc( the mem%er.
Chen a mem%er is loc(ed> no%od# can update cu%e
cells identified %# the mem%er. The loc( can %e remo)ed
onl# %# users who ha)e Admin rights for the mem%er.
Loc(s sta#s in place after the remote ser)er shuts
down.
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-!-/ Mem%ers of the group cannot see the mem%er in the
Su%set /ditor or *imension /ditor> and cannot see the
cells identified %# the mem%er when %rowsing a cu%e.
2/S/2$/ Mem%ers of the group ha)e all pri)ileges implied %#
Crite permission> and can also reser)e the mem%er to
pre)ent other users from updating cu%e cells identified
%# the mem%er. The reser)ation can %e remo)ed either
%# the user who reser)ed the mem%er or %# users who
ha)e Admin rights for the mem%er. A reser)ation
e0pires automaticall#> when the reser)ing user
disconnects from the remote ser)er or when the ser)er
shuts down.
Ta%le 2. Pri)ilege descriptions for dimension o%&ects
6eader 6eader
2/A* Mem%ers of the user group can see the mem%ers in a dimension> %ut cannot add> remo)e> or reorder
the mem%ers.
C2IT/ Mem%ers of the user group can edit mem%er attri%utes> edit mem%er formats> and create pri)ate
su%sets for the dimension. Mem%ers can also edit attri%utes for the dimension itself.
L!C9 Mem%ers of the group ha)e all pri)ileges implied %# Crite permission> and can also loc( the dimension.
Chen a dimension is loc(ed> no%od# can edit the dimension structure. The loc( can %e remo)ed onl# %#
users who ha)e Admin rights for the dimension. Loc(s sta#s in place after the remote ser)er shuts
down.
-!-/ Mem%ers of the group cannot see the dimension in the Ser)er /0plorer> and cannot %rowse a cu%e that
contains the dimension.
2/S/2$/ Mem%ers of the group ha)e all pri)ileges implied %# Crite permission> and can also reser)e the
dimension to pre)ent other users from redefining the dimension. The reser)ation can %e remo)ed
either %# the user who reser)ed the dimension or %# users who ha)e Admin rights for the dimension. A
reser)ation e0pires automaticall# when the reser)ing user disconnects from the remote ser)er or when
the ser)er shuts down.
Ta%le . Pri)ilege descriptions for cu%e o%&ects
2/A* Mem%ers of the user group can see the cells in the cu%e> %ut cannot change their data.
C2IT/ Mem%ers of the user group can read and update cells. The# can sa)e pri)ate cu%e )iews. The Crite
access pri)ilege does not appl# to cells identified %# consolidated mem%ers or to cells deri)ed from
rules.
L!C9 Mem%ers of the user group ha)e all pri)ileges implied %# Crite permission> and can also loc( the cu%e.
Chen a cu%e is loc(ed> no%od# can update its data. The loc( can %e remo)ed onl# %# users who ha)e
Admin rights for the cu%e. Loc(s sta#s in place after the remote ser)er shuts down.
-!-/ Mem%ers of the group cannot see the cu%e in the Ser)er /0plorer> and thus cannot %rowse the cu%e.
2/S/2$/ Mem%ers of the group ha)e all pri)ileges implied %# Crite permission> and can also reser)e the cu%e to
pre)ent other users from appl#ing edits. The reser)ation can %e remo)ed either %# the user who
reser)ed the cu%e or %# users who ha)e Admin rights for the cu%e. A reser)ation e0pires automaticall#
when the reser)ing user disconnects from the remote ser)er or when the ser)er shuts down.
Ta%le '. Pri)ilege descriptions for process o%&ects
6eader 6eader
2/A* Mem%ers of the user group can see the process> and can manuall# e0ecute the process> %ut cannot edit
the process. Pri)ileges assigned to processes are ignored when a process is e0ecuted from within a
chore.
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6eader 6eader
-!-/ Mem%ers of the group cannot see the process in the Ser)er /0plorer> and thus cannot e0ecute the
process. Pri)ileges assigned to processes are ignored when a process is e0ecuted from within a chore.
Ta%le ,. Pri)ilege descriptions for chores o%&ects
6eader 6eader
2/A* Mem%ers of the user group can see the chore> and can manuall# e0ecute the chore> %ut cannot edit the
chore
-!-/ Mem%ers of the group cannot see the chore in the Ser)er /0plorer> and thus cannot e0ecute the chore.
Parent to#ic, Capa%ilities and securit# for user groups
.elated tas!s?
*efining securit# and access settings
Creating a cell securit# cu%e
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D.$. 3efining a new user grou#
To add a new user> the user group must first %e defined for I+M= Cognos= TM1= Performance Modeler.
Procedure
In the Model *esign pane> select the model tree. 1.
2ightBclic( the model tree and clic( Configure "ecurity O 3efine Users and Grou#s O Users and Grou#s.
The ClientGrou#s ta%le opens.
2.
2ightBclic( the ClientGrou#s ta%le and clic( Add Grou#. .
T#pe the name of the new group. Clic( '+.
The new user group shows as a column in the ClientGrou#s ta%le.
'.
Close the ta%le. ,.
To use the changes made to securit#> do a 2efresh Securit# operation in I+M Cognos TM1. ..
.esults
;ou can add capa%ilit# assignments to the new user group.
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D./. Assigning ca#abilities to user grou#s
Capa%ilities can %e assigned to a user group> after the user group is defined. +# default> all assignments are %lan(.
Procedure
2ightBclic( the tree and select Configure "ecurity O 3efine Users and Grou#s O Assign Ca#abilities. The
Capa%ilities ta%le opens.
2.
In the Conte8t field> select the user group that #ou want to assign capa%ilities to. .
In the 5F5CUT5 column for each capa%ilit#> dou%leBclic( the cell and select G.A0T or 350:. '.
Changes made to these assignments ta(e effect after #ou log out of I+M= Cognos= TM1= then log %ac( in. ,.
Close the ta%le. ..
To use the changes made to securit#> do a 2efresh Securit# operation in I+M Cognos TM1. 1.
.esults
;ou can add users to the user groups.
.elated conce#ts?
Capa%ilit# assignments
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D.1. 3efining a new user for a user grou#
A single user can %e added to the securit# users and groups.
Procedure
2ightBclic( the tree and select Configure "ecurity O 3efine Users and Grou#s O Users and Grou#s. The
ClientGrou#s ta%le opens.
2.
2ightBclic( the user column and select Add User. .
T#pe the name of the new user> the password for the new user> and confirm the password. Clic( '+. '.
Scroll to the new user entr# in the ClientGrou#s ta%le. Select each user group that the new user is to ha)e
access.
,.
Close the ta%le. ..
To use the changes made to securit#> do a 2efresh Securit# operation in I+M= Cognos= TM1=. 1.
.esults
-ew users ha)e the access rights for the user groups of which the# are a mem%er.
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D.4. 3efining security and access settings
;ou can define the pri)ileges for a user group for o%&ects defined in I+M= Cognos= TM1= Performance Modeler.
Procedure
2ightBclic( the model tree and clic( Configure "ecurity O "et Access Permissions for and select one of
following o%&ects? 3imensions> Cubes> Processes> C%ores> or 5lements.
2.
3or the o%&ect t#pe that #ou want to appl# the securit#> dou%leBclic( the cell for the intersection of the data t#pe
and user group.
.
3rom the dropBdown menu> select one of the following according to the ta%le in Capabilit& assignments?
2/A*
C2IT/
L!C9
-!-/
2/S/2$/
'.
Close the ta%le. ,.
To use the changes made to securit#> do a 2efresh Securit# operation in I+M Cognos TM1. ..
.elated conce#ts?
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D.;. Creating a cell security cube
Create a cell securit# cu%e to define user group pri)ileges for accessing specific cells in a cu%e.
About t%is tas!
A cell securit# cu%e is a t#pe of control cu%e. Control cu%es are generated %# I+M= Cognos= TM1= ser)er to
perform special tas(s.
;ou assign cellBle)el securit# %# doing the following?
Creating a cell securit# control cu%e that contains all of the dimensions of the cu%e whose cellBle)el securit#
#ou configure.
Setting securit# for the appropriate cells in the securit# control cu%e %# assigning securit# rights for TM1
securit# groups.
4se the cell securit# cu%e to assign the access pri)ileges that each user group has to specific cells. These access
pri)ileges can %e one of the following?
2/A* B group mem%ers can onl# )iew the cell
C2IT/ B group mem%ers can read and write to the cell
L!C9 B group mem%ers can )iew and edit the cell and can permanentl# loc( the cell to pre)ent other users
from updating it
-!-/ B group mem%ers cannot see the cell
2/S/2$/ B group mem%ers can )iew and edit the cell> and can temporaril# reser)e it to pre)ent other users
from updating it
A*MI- B group mem%ers ha)e complete access to the cell
CellBle)el securit# applies to leaf mem%ers and generall# does not appl# to consolidations> although #ou can use
the -one and 2ead securit# rights to control the displa# or editing of consolidations.
Procedure
If the control cu%es are not alread# )isi%le> clic( the Actions menu icon > then clic( "%ow Control
'b*ects. The Control 'b*ects folder is displa#ed.
1.
2ightBclic( the cu%e to which #ou want to appl# cellBle)el securit#> and then clic( Configure "ecurity > "et
Access Permissions for > Cube cells.
.
In the Create cell security cube %o0> clic( :es. The cell securit# cu%e appears as a ta% in the o%&ect )iewer.
0ote, The securit# cu%e )iew loo(s similar to the )iew of the related cu%e> e0cept for these differences?
!%&ect )iewer differences
a (e# icon appears ne0t to Cell"ecurity for >cube name? at the top of the ta%.
the .eorder dimensions icon
does not appear in the tool%ar
the '#timi(e Cube 3imensions icon does not appear in the tool%ar
Propert# pane differences
the )alue of the 0ame propert# is ECellSecurit#Gcubename
a new dimension> EGroups> appears in the dimension list
'.
*rag the two dimensions that share cells to which #ou want to assign securit# into the .ows and Columns
areas.
,.
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*ou%leBclic( a cell and then select the access pri)ilege #ou want to assign. ..
2epeat the pre)ious two steps to assign securit# to additional cells. 1.
.esults
Group mem%ers can access the cells according to the cell securit# that #ou assigned.
.elated conce#ts?
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D.@. Creating a #ic! list cube
Create a pic( list cu%e to define pic( lists that appear in cu%e cells.
About t%is tas!
A pic( list cu%e is a t#pe of control cu%e. Control cu%es are generated %# I+M= Cognos= TM1= ser)er to perform
special tas(s.
;ou can create pic( lists with control cu%es. This gi)es #ou greater control o)er which cu%e cells should contain pic(
lists and allows greater fle0i%ilit# in defining pic( lists for indi)idual cells. ;ou can also create rules for the pic( list
control cu%e> which allows #ou to define pic( lists for an# section of a cu%e> from a single cell to the entire cu%e.
A pic( list control cu%e is composed of the same dimensions as the regular cu%e it is associated with> along with an
additional dimension named EPic(list. The EPic(list dimension contains a single string mem%er> named $alue.
3ollow these steps to define pic( lists for indi)idual cells in a control cu%e. The pic( lists defined in the control cu%e
are used to displa# pic( list )alues in the associated regular cu%e.
Procedure
If the control cu%es are not alread# )isi%le> clic( the Actions menu icon > then clic( "%ow Control
'b*ects. The Control 'b*ects folder is displa#ed.
1.
2ightBclic( a cu%e and clic( "et Cube Pic!&ist. .
In the Create #ic!list cube %o0> clic( :es. The pic(list cu%e appears as a ta% in the o%&ect )iewer.
0ote, The pic( list cu%e )iew loo(s similar to the )iew of the related cu%e> e0cept for these differences?
!%&ect )iewer differences
a pic( list cu%e icon appears ne0t to Pic!listCube for >cube name? at the top of the ta%.
the .eorder dimensions %utton does not appear in the tool%ar
the '#timi(e cube dimensions %utton does not appear in the tool%ar
Propert# pane difference
the )alue of the 0ame propert# is EPic(ListGcubename
a new dimension> EPic(List> appears in the dimension list
'.
Configure the )iew of the control cu%e as necessar# to )iew the cells for which #ou want do define pic( lists. ,.
In each cell for which #ou want to create a pic( list> enter a pic( list definition. ;ou can enter an# of the pic( list
t#pes in the control cu%e? static> su%set> or dimension.
..
Clic( the Actions menu icon > then clic( "a2e 3ata. 1.
.esults
The cell in the associated regular cu%e displa#s the pic( list )alues that #ou created.
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G. Im#orting and transferring data
*ata can %e imported using either guided import or import data source> and also> data can %e transferred to update
an e0isting cu%e or application.
Im#orting data
;ou can import source data> map it to target data> and add the new o%&ects to the Model *esign pane
immediatel#. This allows #ou to %egin modelling with the new o%&ects right awa#.
Transferring data
*ata can %e transferred in from I+M= Cognos= +usiness $iewpoint as dimensions and can %e transferred as
an application or as o%&ects in an application.
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G.1. Im#orting data
;ou can import source data> map it to target data> and add the new o%&ects to the Model *esign pane immediatel#.
This allows #ou to %egin modelling with the new o%&ects right awa#.
Chen #ou import data> the guided import wi"ard sa)es #our actions as a process. The process appears as an o%&ect
in the Model *esign pane. If #ou want to repeat #our actions later> #ou can run the process to a)oid ha)ing to
specif# the same settings again.
;ou can also create a process that> when run> will import source data> map it to target data> and add the new
o%&ects to the Model *esign pane. The process appears as an o%&ect in the Model *esign pane and does not run
until #ou e0plicitl# in)o(e it. This allows #ou to further modif# the process> using the process editor> %efore #ou run
it. ;ou can also schedule processes to perform administrati)e tas(s automaticall#. 3or more information> see
Managing processes.
;ou can also transfer dimensions %etween I+M Cognos TM1 Performance Modeler and I+M Cognos +usiness
$iewpoint.
Im#orting and ma##ing dimensions or cubes
Chen the source data includes man# columns> e0amine the source data and identif# which columns should %e
defined as dimensions> le)els> attri%utes> or measures. ;ou can choose to import dimensions onl# or to import
%oth dimensions and measures in a cu%e. The source data can %e a file> a list report> a cu%e )iew> a dimension
su%set> or a relational data source.
Im#orting from a relational data source
+efore #ou import data from a relational data source> ensure that #ou understand #our relational data source
and how to %uild SLL Aueries. /nsure that the !*+C connections ha)e %een defined. Chen #ou are wor(ing in
connected mode> #ou can use the !*+C relational data sources that are defined on the ser)er.
Im#orting from a subset data source
A su%set can %e used as the data source for a new process.
Parent to#ic, Importing and transferring data
.elated tas!s?
Creating a process
/diting procedures
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G.1.1. Im#orting and ma##ing dimensions or cubes
Chen the source data includes man# columns> e0amine the source data and identif# which columns should %e
defined as dimensions> le)els> attri%utes> or measures. ;ou can choose to import dimensions onl# or to import %oth
dimensions and measures in a cu%e. The source data can %e a file> a list report> a cu%e )iew> a dimension su%set>
or a relational data source.
-efore you begin
+efore #ou import> note the following considerations?
Some formulas and functions that are used in Microsoft /0cel wor(%oo(s are not imported. The solution is to
create a cop# of the affected column in the Microsoft /0cel wor(%oo( and to use the Paste Special command to
paste the )alues of the column. ;ou can also sa)e the wor(%oo( as a .cs) file and then import the .cs) file.
2eports must %e a simple ta%ular list report with no unresol)ed prompts.
If #ou are importing a cu%e that contains a dimension in a deplo#ed application> #ou must first ha)e ownership
of the appro)al hierarch# or deacti)ate the application.
Procedure
If #ou are running a guided import> complete one of the following actions?
If #ou are importing dimensions onl#> clic( Guided Im#ort O 3imensions.
If #ou are importing a new cu%e> clic( Guided Im#ort O Cube.
If #ou are creating a process> go to the ne0t step.
1.
Complete one of the following actions?
Ta%le 1. Source t#pes
Goal Action
Import a Microsoft /0cel file
Select File in the "ource ty#e field.
+rowse for the file that #ou want to import.
/0pand "ource details.
Specif# whether the data is structured as a list or a
crossta%.
!ptional? Specif# the wor(sheet> rows> and columns to use.
Import a delimited te0t file
Select File in the "ource ty#e field.
+rowse for the file that #ou want to import.
/0pand "ource details.
If #ou want to use the decimal separator and thousands
separator for a specific locale> select that locale from the
3ata source locale field.
Specif# the delimiter> Auote character> and separators.
If #ou are wor(ing in connected mode and #ou want to
schedule running a process that reBimports data> specif# the
location of the file to %e accessed %# the remote I+M=
Cognos= TM1= ser)er.
Import report data from a simple ta%ular list
that was created in I+M Cognos +usiness
Select I-M Cognos .e#ort 3ata in the "ource ty#e field.
2.
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Goal Action
Intelligence and that does not contain
unresol)ed prompts
Specif# the connection details for the report in the "ystem
gateway U.I field. ;ou can test the connection.
/nter the location and name of the report that #ou want to
import in the .e#ort &ocation field> or clic( "elect to
select the report.
Import a Cognos TM1 cu%e )iew
Select I-M Cognos TM1 Cube )iew in the "ource ty#e
field.
Select the cu%e and )iew that #ou want to import.
Import a Cognos TM1 dimension su%set
This option is a)aila%le onl# when #ou use the
Im#ort 3imensions command.
Select I-M Cognos TM1 3imension "ubset in the "ource
ty#e field.
Select the dimension and su%set that #ou want to import.
;ou can also import from a relational data source. 3or more information> see Importing from a relational data
source.
Clic( 0e8t.
+# default> the columns with a te0t data t#pe are added as dimensions> and the columns with a numeric data
t#pe are added as measures onl# when #ou are importing a cu%e. ;ou can change the mapping t#pe to
dimension> le)el> attri%ute> or measure.
A dimension is a %road grouping of related data a%out a ma&or aspect of #our %usiness. 3or e0ample> #ou ha)e
a dimension called Products.
A le)el represents related data within a hierarch#. 3or e0ample> the Products dimension contains le)els called
Product Line and Product T#pe.
An attri%ute is a characteristic of a mem%er that the %usiness wants to Auantif#. 3or e0ample> the Products
dimension contains attri%utes called Color and Si"e.
A measure is a performance indicator that is Auantifia%le and used to determine how well a %usiness is
operating. 3or e0ample> useful measures ma# %e Luantit# Sold or 2e)enue.
.
To customi"e the properties of a dimension> select the heading for the item in the 3ata Pre2iew field and
complete the following actions?
/0pand Ad2anced Ma##ing to displa# all properties. a.
If #ou are importing a dimension with multiple le)els and the mem%er names are not uniAue> select the
Hualify member names chec( %o0 and specif# a character for the separator.
If mem%er names are all uniAue> clear the Hualify member names chec( %o0.
An e0ample of nonBuniAue mem%ers at the same le)el is the ;ears dimension. /ach #ear contains a first
Auarter and each first Auarter contains Tanuar#.
An e0ample of nonBuniAue mem%ers at different le)els is the -orth America dimension. !ntario is listed as
a cit# in California and !ntario is listed as a pro)ince in Canada.
%.
To create a mem%er that displa#s a total for the dimension> ensure that the Create total element chec(
%o0 is selected.
c.
To mo)e the dimension in the structure> change the 3imension Inde8 field.
;ou can also drag the dimension to a new location.
d.
Specif# how the consolidated mem%ers will %e sorted. e.
Specif# how the leaf> or child> mem%ers will %e sorted. f.
'.
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Specif# how to update the cu%e. -ew )alues can %e added to e0isting )alues or new )alues can replace
e0isting )alues.
g.
If #ou are importing dimensions onl#> select the dimension that is structured as a parentBchild hierarch#> select
the ParentC%ild chec( %o0> and complete the following actions?
Map the columns in the source that will %e the parent. a.
Map the columns in the source that will %e the child. %.
Specif# how to update the target. -ew mem%ers can %e appended to e0isting mem%ers or new mem%ers
can replace e0isting mem%ers.
c.
,.
To define a le)el> complete the following actions?
Select the heading for the item in the 3ata Pre2iew field. ;ou can select multiple items and define them
all as le)els in one step.
a.
Clic( &e2el under Ma##ing Ty#e. %.
In the 'wner 3imension field> select the dimension that this le)el %elongs to.
3or e0ample> the source lists ;ears> Luarters> Months> and *a#s as separate columns. /ach column is
defined as a separate dimension. To create a hierarch# with ;ears at the top and *a#s at the %ottom> define
Luarters> Months> and *a#s as le)els with ;ears as the le)el at the top.
c.
To mo)e the le)el in the structure> change the &e2el Inde8 field. d.
..
To add an attri%ute to a le)el> complete the following actions?
all as attri%utes in one step.
a.
Clic( Member Attribute under Ma##ing Ty#e. %.
Specif# the data t#pe for the attri%ute. c.
Select the dimension and le)el that this attri%ute %elongs to. d.
!ptional? *efine the attri%ute as an alias. An alias adds data that can %e used as an alternate name for a
mem%er> such as a name in another language. /ach alias must ha)e a uniAue name.
e.
1.
If #ou are importing a new cu%e> define measures for the cu%e %# completing the following actions?
all as measures in one step.
%.
Clic( Measure under Ma##ing Ty#e. c.
Specif# the data t#pe for the measure. d.
To mo)e the measure in the structure> change the Measure Inde8 field. e.
To rename the measure> t#pe the new name in the Measure 0ame field. f.
To change the measure to an attri%ute> clic( Member Attribute under Ma##ing Ty#e. The o%&ect is no
longer a measure> %ut %ecomes an attri%ute of the dimension.
g.
To change the measure to a dimension> clic( Member Attribute under Ma##ing Ty#e. The o%&ect
%ecomes a dimension as part of the cu%e.
h.
6.
If #ou want to e0clude a column from the import> select it in 3ata Pre2iew field and clic( 3o not ma# under
Ma##ing Ty#e.
;ou can select multiple dimensions and e0clude them from the import in one step.
7.
If #ou want to add a calculated column> complete the following actions?
Clic( Add calculated column. a.
Select the e0pression that is created. %.
T#pe the e0pression in the 58#ression field. /0pressions must end with a semicolon DMF.
3or e0ample> to add a calculated column for /mplo#ee -ame that concatenates Last -ame and 3irst -ame>
define the following e0pression?
c.
18.
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v_Expression = v_Last_Name_0 | ',' | v_First_Name_1;
;ou can also use a calculated column to rename mem%ers> for e0ample> to ha)e the source match the
target names or to remo)e e0traneous characters from the source.
3or more information a%out formulas for the e0pression> see the IBM Cognos TM1 Reference Guide that is
a)aila%le here in the P*3 section? I+M Cognos TM1 18.1.8 Information Center
Dhttp?@@pu%li%.%oulder.i%m.com@infocenter@ctm1@)18r1m8@inde0.&spF.
Pre)iew the results of the e0pression. d.
4se the calculated column to create new dimensions> le)els> or attri%utes> or to map parent or child items
in a parentBchild hierarch#.
e.
Complete one of the following actions?
If #ou are importing dimensions onl#> clic( Finis%.
If #ou are importing a new cu%e and #ou want to displa# the imported data onl# in the Model design pane>
clic( 0e8t> clear the '#en cube 2iewer u#on com#letion chec( %o0> and clic( Finis%.
If #ou are importing a new cu%e and #ou want to displa# the imported data in a cu%e )iewer> clic( Finis%.
11.
.esults
If #ou were running a guided import> the source data is imported> mapped to target data and added to the Model
*esign pane. In addition> #our actions are sa)ed as a process that appears in the Model *esign pane.
If #ou were creating a process> it appears as an o%&ect in the Model *esign pane and does not run until #ou
e0plicitl# in)o(e it.
7%at to do ne8t
;ou can modif# the process %# editing its procedures or #ou can schedule the process as part of a chore.
Parent to#ic, Importing data
.elated conce#ts?
Managing processes
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G.1.$. Im#orting from a relational data source
+efore #ou import data from a relational data source> ensure that #ou understand #our relational data source and
how to %uild SLL Aueries. /nsure that the !*+C connections ha)e %een defined. Chen #ou are wor(ing in
connected mode> #ou can use the !*+C relational data sources that are defined on the ser)er.
Procedure
If #ou are running a guided import> complete one of the following actions?
If #ou are importing dimensions onl#> clic( Guided Im#ort O 3imensions.
If #ou are importing a new cu%e> clic( Guided Im#ort O Cube.
If #ou are creating a process> go to the ne0t step.
1.
In the "ource ty#e field> select .elational data source <'3-C= and specif# the connection details. 2.
Select an !*+C relational data source from the list that is defined for #our s#stem. .
!pen the Luer# +uilder.
An alternati)e is to t#pe the SLL for the Auer#.
'.
To specif# the columns to use in the Auer# to get data> clic( the 3ata )iew ta% and drag the columns or ta%les
from the Metadata 58#lorer field to the grid.
;ou can add the columns themsel)es or ta%les. The Auer# uses the columns that #ou add directl# to the grid to
get data. The Auer# also uses the columns that %elong to the ta%les that #ou add to the grid.
,.
To create &oins %ased on relationships %etween columns in the ta%les> clic( the Huery 3iagram ta% and do the
following actions?
*rag ta%les from the Metadata 58#lorer field to the diagram.
The Auer# uses the ta%les that #ou add to the diagram to connect other ta%les. The Auer# does not use the
columns that %elong to these ta%les to get data.
a.
Select the items for the relationship and clic( the Create 2elationship icon . %.
Specif# the cardinalit# for the relationship.
Cardinalit# is used to a)oid dou%leBcounting fact data> to support loop &oins that are common in star
schema models> to optimi"e access to the underl#ing data source s#stem> and to identif# items that %eha)e
as facts or dimensions.
c.
3or more information a%out relationships and cardinalit#> see the IBM Cognos rame"or' Manager (ser Guide
that is a)aila%le here in the P*3 section? I+M= Cognos= TM1= 18.1.8 Information Center
Dhttp?@@pu%li%.%oulder.i%m.com@infocenter@ctm1@)18r1m8@inde0.&spF.
..
To edit the SLL Auer# manuall#> clic( the "H& )iew ta%. The actions that #ou complete in the 3ata )iew ta%
or the Huery 3iagram ta% are reflected in the "H& )iew ta%.
1.
If #ou are satisfied with the Auer#> clic( '+. 6.
To pre)iew the data that is returned %# the Auer# that #ou created manuall# or in the Luer# +uilder> clic(
.efres%.
7.
If #ou want to map the dimensions> clic( 0e8t.
3or information on mapping> see Importing and mapping dimensions or cu%es.
18.
If #ou are satisfied with the settings> clic( Finis%. 11.
.esults
If #ou were running a guided import> the source data is imported> mapped to target data and added to the Model
*esign pane. In addition> #our actions are sa)ed as a process that appears in the Model *esign pane.
If #ou were creating a process> it appears as an o%&ect in the Model *esign pane and does not run until #ou
e0plicitl# in)o(e it.
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7%at to do ne8t
.elated conce#ts?
Managing processes
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G.1./. Im#orting from a subset data source
A su%set can %e used as the data source for a new process.
Procedure
In the "ource Ty#e field> select I-M Cognos TM1 3imension "ubset. 1.
In the 3imension field> select the dimension from the list of dimensions. 2.
In the "ubset field> select the su%set from the list of su%sets. .
Clic( the Ma#s ta%> and chec( Im#ort dimension only. '.
To customi"e the properties of a dimension> select the heading for the item in the 3ata Pre2iew field and
complete the following actions?
To change the name of the dimensions> clic( the dimension under Ad2anced Ma##ing and t#pe the new
name in the 3imension 0ame field.
%.
If #ou are importing a dimension with multiple le)els and the mem%er names are not uniAue> select the
Hualify member names chec( %o0 and specif# a character for the separator.
If mem%er names are all uniAue> clear the Hualify member names chec( %o0.
An e0ample of nonBuniAue mem%ers at the same le)el is the ;ears dimension. /ach #ear contains a first
Auarter and each first Auarter contains Tanuar#.
An e0ample of nonBuniAue mem%ers at different le)els is the -orth America dimension. !ntario is listed as
a cit# in California and !ntario is listed as a pro)ince in Canada.
c.
To create a mem%er that displa#s a total for the dimension> ensure that the Create total element chec(
%o0 is selected.
d.
To mo)e the dimension in the structure> change the 3imension Inde8 field.
;ou can also drag the dimension to a new location.
e.
Specif# how the consolidated mem%ers will %e sorted. f.
Specif# how the leaf> or child> mem%ers will %e sorted. g.
Specif# how to update the cu%e. -ew )alues can %e added to e0isting )alues or new )alues can replace
e0isting )alues.
h.
,.
To compile process script> clic( the Ad2anced ta%> and clic( the Prolog ta%. ..
Sa)e and close the process. 1.
2ightBclic( the process #ou ha)e &ust created> clic( 58ecute Process and clic( '+. 6.
.esults
The new dimension shows under the root director#.
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G.$. Transferring data
*ata can %e transferred in from I+M= Cognos= +usiness $iewpoint as dimensions and can %e transferred as an
application or as o%&ects in an application.
Configuring Cognos TM1 Performance Modeler for Cognos -usiness )iew#oint
To transfer data from I+M Cognos +usiness $iewpoint> #ou must edit the configuration file for I+M Cognos
TM1= Performance Modeler to show Cognos +usiness $iewpoint as a transfer source.
Transferring in dimensions
Chen #ou transfer hierarchies from I+M Cognos +usiness $iewpoint> the hierarchies %ecome dimensions in I+M
Cognos TM1 Performance Modeler.
Transferring an a##lication
Transfer an application to mo)e it from one en)ironment to another en)ironment.
Transferring ob*ects from a de2elo#ment to a #roduction en2ironment
The transfer of o%&ect lets #ou select specific o%&ects without ha)ing to transfer a complete application.
Parent to#ic, Importing and transferring data
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G.$.1. Configuring Cognos TM1 Performance Modeler for Cognos -usiness
)iew#oint
To transfer data from I+M= Cognos= +usiness $iewpoint> #ou must edit the configuration file for I+M Cognos
TM1= Performance Modeler to show Cognos +usiness $iewpoint as a transfer source.
Procedure
!pen the configuration file <Your Program Files>\ibm\cognos\tm1\webapps\pmpsvc\WEB-INF
\configuration\fpmsvc_config.xml
1.
Change the parameter <businessViewpoint enabled="true" uri="http://localhost:9410/bv"/> and the
name localhost to the name of the ser)er where Cognos +usiness $iewpoint resides.
2.
Sa)e the configuration file. .
2estart the TM1 Applications ser)ice. '.
Start Cognos TM1 Applications portal. ,.
Start Cognos TM1 Performance Modeler. ..
.esults
I+M Cognos +usiness $iewpoint shows as a choice in the Transfer "ource window when #ou use the Transfer In
command.
Parent to#ic, Transferring data
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G.$.$. Transferring in dimensions
Chen #ou transfer hierarchies from I+M= Cognos= +usiness $iewpoint> the hierarchies %ecome dimensions in I+M
Cognos TM1= Performance Modeler.
-efore you begin
;ou must %e using Cognos +usiness $iewpoint )ersion 18.1.1 or later.
Cognos TM1 Performance Modeler must %e a%le to find the we% address for Cognos +usiness $iewpoint. *efine a
connection the I+M Cognos TM1 s#stem.
Procedure
In the Model *esign pane> rightBclic( the top le)el folder and clic( Transfer In. 1.
Select the source t#pe and clic( '+. The Transfer "ource dialog %o0 appears onl# if a connection to Cognos
+usiness $iewpoint is defined.
2.
Select one )ersion of a hierarch# along with an# child su%sets. ;ou can select multiple hierarchies %ut #ou can
onl# select one hierarch# per dimension.
.
Clic( '+. '.
2e)iew the selection that #ou ha)e made and clic( '+ to continue. ,.
In the "ummary page> clic( '+ to complete the transfer. ..
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G.$./. Transferring an a##lication
Transfer an application to mo)e it from one en)ironment to another en)ironment.
Chen #ou transfer an application> the following items are mo)ed?
the I+M= Cognos= TM1= ser)er o%&ects
the I+M Cognos TM1 Application definition
0ote, Transferring an application from I+M Cognos TM1 Performance Modeler is different than e0porting and
importing an application from the Cognos TM1 Applications portal. Chen #ou e0port an application from the portal>
onl# the application definition is mo)edM Cognos TM1 ser)er o%&ects are not e0ported.
Chen #ou transfer an application> the following item is not mo)ed?
cu%e data
Transferring out an a##lication
Transfer out an application to mo)e it to another en)ironment or to %ac( it up.
Transferring in an a##lication
Transfer in an application to promote modelling changes from another en)ironment.
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G.$./.1. Transferring out an a##lication
Transfer out an application to mo)e it to another en)ironment or to %ac( it up.
-efore you begin
*esign and deplo# the application?
Create an application .
*efine the application )iews .
*efine an appro)al hierarch#> if applica%le.
Select the default client s#stems to %e used with the application.
$alidate and deplo# the application.
Assign user group rights to the application.
Procedure
In the Application *esign pane> rightBclic( the application and select Transfer A##lication . 1.
$iew the o%&ects to %e transferred and then clic( '+. 2.
+rowse to a target folder on #our computer> for e0ample> C?VM#transfer> or an accessi%le networ( location to
sa)e the files to and clic( '+.
.
$iew the transfer results and fi0 an# errors. '.
Cop# the contents of the target folder on #our computer to the target I+M= Cognos= TM1= en)ironment. ,.
7%at to do ne8t
Application consumers in the target Cognos TM1 en)ironment can transfer in the application using I+M Cognos TM1
Performance Modeler.
Parent to#ic, Transferring an application
129 of 189 25-09-2014 18:17
G.$./.$. Transferring in an a##lication
Transfer in an application to promote modelling changes from another en)ironment.
-efore you begin
An application must ha)e %een designed> deplo#ed> and e0ported to #our I+M= Cognos= TM1= en)ironment.
Chen #ou transfer in the application> #ou import modelling changes to #our en)ironment without ha)ing to ta(e
#our ser)er down. 5owe)er> #ou should deacti)ate an# applications in the target en)ironment %efore #ou %egin.
Procedure
In the Model *esign pane> rightBclic( the root le)el o%&ect> computer_name?server_name> and select Transfer
In .
1.
+rowse to the folder that contains the e0ported &son folder and clic( '+. 2.
If #ou are satisfied with the transfer pre)iew> clic( :es. .
$iew the transfer results and fi0 an# errors. The imported o%&ects are displa#ed in the Model *esign pane. '.
7%at to do ne8t
;ou can perform modeling tas(s using the imported o%&ects.
Parent to#ic, Transferring an application
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G.$.1. Transferring ob*ects from a de2elo#ment to a #roduction en2ironment
The transfer of o%&ect lets #ou select specific o%&ects without ha)ing to transfer a complete application.
If #ou use a de)elopment en)ironment to edit and test an application> the changes made can %e transferred out to
a director# read# to %e transferred to a production en)ironment when the changes are complete.
;ou can select discrete o%&ects for transfer to the holding director#. The %enefits of a selecti)e transfer are?
The ser)er does not need to %e interrupted.
;ou can select the o%&ects that #ou (now ha)e changed. This reduces the chance of errors in the transfer
process.
Transferring out ob*ects
;ou can transfer o%&ects out from a de)elopment en)ironment to a target director# read# to %e transferred into
a production en)ironment.
Transferring in ob*ects
After an o%&ect is transferred out of a test en)ironment to a holding director#> #ou can transfer the o%&ects from
the director# into a production en)ironment.
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G.$.1.1. Transferring out ob*ects
;ou can transfer o%&ects out from a de)elopment en)ironment to a target director# read# to %e transferred into a
production en)ironment.
About t%is tas!
The changes #ou ha)e made to an application in a test en)ironment need to %e transferred out to a director#
%efore the changes can %e transferred into a production en)ironment.
Procedure
In the Model *esign pane> clic( the o%&ects #ou want to transfer. ;ou can use Ctrl B clic( and Shift B clic( to
select multiple o%&ects.
1.
2ightBclic( and clic( Transfer out. 2.
In the "elect Folder window> t#pe or select the path to where the transfer file is to %e sa)ed. .
The transfer process anal#"es the dependencies. Chec( the o%&ects that #ou select in the 'b*ects to Transfer
window. ;ou can select and deselect o%&ects in this window. Clic( '+ to continue.
'.
The Transfer Pre2iew window shows what is to %e transferred. Clic( '+ to continue. ,.
The 'b*ects Transferred window shows what has %een transferred. Clic( '+. ..
7%at to do ne8t
;ou can transfer these o%&ects into a production en)ironment from the director#.
Parent to#ic, Transferring o%&ects from a de)elopment to a production en)ironment
132 of 189 25-09-2014 18:17
G.$.1.$. Transferring in ob*ects
After an o%&ect is transferred out of a test en)ironment to a holding director#> #ou can transfer the o%&ects from the
director# into a production en)ironment.
Procedure
!pen the target ser)er> clic( the Actions menu icon and clic( Connect. 1.
In the "elect a TM1 "er2er window> clic( the target en)ironment. 2.
In the Model *esign pane> rightBclic( the top le)el folder and clic( Transfer In. .
+rowse for the folder from where the o%&ects to transfer are stored and clic( '+. '.
The 'b*ects to Transfer window opens> where #ou can see the o%&ects that are to %e transferred> clic( '+.
;ou can change the selection if #ou do not need an o%&ect that shows in this window.
,.
The Transfer Pre2iew window shows what is to %e transferred. Clic( '+ to continue. ..
The 'b*ects Transferred window shows what has %een transferred. Clic( '+. 1.
6.
.esults
;ou can use the changes made to the application in the production en)ironment.
Parent to#ic, Transferring o%&ects from a de)elopment to a production en)ironment
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10. 3esigning and de#loying a##lications and managing rig%ts
The A##lication 3esign window includes a tool that guides #ou through the process of defining the data> groups>
and roles that each mem%er of the planning wor(flow needs to contri%ute to their financial o%&ecti)es.
+efore an application can %e used> #ou must define user groups and rights for the user groups depending on the
reporting structure and the application t#pe.
3or a user to wor( with the deplo#ed application> further steps are reAuired in the I+M= Cognos= TM1=
Applications portal.
I+M Cognos TM1 Applications is a good choice when #ou need a high degree of formatting or when #ou do not want
to install the I+M Cognos Insight component on #our local machine. Cognos TM1 Applications offers the rich
formatting pro)ided %# we%sheets> in addition to slices and other detailed na)igation of cu%e data.
I+M Cognos Insight offers a fle0i%le and interacti)e e0perience with a choice of distri%uted or connected modes. In
its distri%uted mode> Cognos Insight uses an interacti)e can)as la#out for planning and anal#sis applications that
pro)ides responsi)e> rapid disco)er# and na)igation. +ecause calculation and Auer# processing in a distri%uted
architecture occurs locall# onl# after the slice of data downloads> administrators can deplo# Cognos Insight
applications to more distri%uted users from the same central ser)er hardware.
3esign and de#loy an a##lication
;ou can create and edit more than one application at a time> and #ou can create more than one t#pe of
application.
Ad2anced modeling
Ad)anced modeling lets the application designer manuall# add o%&ects to an application design.
Managing rig%ts for t%e a##lication
After an application has %een deplo#ed> #ou must define rights for all user groups that #ou want to ha)e access
to the application.
Managing I-M Cognos TM1 Performance Modeler in t%e #ortal
To %e a%le to wor( with the deplo#ed I+M Cognos TM1 Performance Modeler application> further steps are
reAuired in the portal.
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10.1. 3esign and de#loy an a##lication
;ou can create and edit more than one application at a time> and #ou can create more than one t#pe of application.
To %uild an application> #ou must ha)e a )alid cu%e.
4se the A##lication 3esign window to define the application t#pe and )iews to %e included in #our application.
;ou can also )iew and set properties for #our application> )iews> and application t#pe. The 0ew A##lication
design window includes these ma&or steps in creating an application?
*efining the application t#pe
*efining the )iews and we%sheets
*efining the appro)al hierarch#
*efining the rights
The application t#pes #ou can create are?
A##ro2al> a representation of the appro)al or reporting structure of #our %usiness> department> or enterprise.
The hierarchical appro)al t#pe aids the user with the wor(flow.
Central> no appro)al hierarch#M used %# a small group of users who eAuall# share the tas( of performing
central planning or anal#sis. Ta(ing ownership is an option> not enforced as in the other application t#pes. The
Central t#pe application can not %e deplo#ed to a distri%uted client.
.es#onsibility> %ased on appro)al hierarch#> %ut the user cannot su%mit a node to loc( it. 3or use %#
customers that use rolling forecasts or continuous planning processes where there is no defined end date.
Creating a new a##lication
A new application of all t#pes can %e created using the I+M= Cognos= TM1= Performance Modeler.
3efining a##lication 2iews
After #ou ha)e created the application #ou can define the )iews to %e used in the application.
3efining a##lication webs%eets
After #ou ha)e created the application> #ou can define the we%sheets to %e used in the application.
3efining an a##ro2al %ierarc%y
The appro)al hierarch# determines the wor(flow of #our application.
"electing t%e default client systems for use wit% t%e a##lication
A client can %e defined for use with the application made in I+M Cognos TM1 Performance Modeler.
)alidating and de#loying t%e a##lication
The )alidation process ensures that all conditions reAuired to deplo# the application are in place.
Parent to#ic, *esigning and deplo#ing applications and managing rights
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10.1.1. Creating a new a##lication
A new application of all t#pes can %e created using the I+M= Cognos= TM1= Performance Modeler.
Procedure
In the Application *esign pane> rightBclic( the A##lication folder and clic( 0ew O 0ew A##lication. 1.
T#pe the name for the application of #our choosing. 2.
3rom the dropBdown menu> select the application t#pe.
A##lication
ty#e 3escri#tion
A##ro2al +ased on a reporting structure. After a change has %een su%mitted> the report is loc(ed for
an# new changes until the appro)ing person has re&ected the change.
Central -o reporting structure. All users ha)e eAual rights and the changes cannot %e loc(ed.
.es#onsibility +ased on a reporting structure. Changes can %e made without ha)ing to %e su%mitted and
appro)ed.
.
Clic( '+. '.
Sa)e the application. ,.
7%at to do ne8t
;ou can add )iews or we%sheets to the application.
Parent to#ic, *esign and deplo# an application
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10.1.$. 3efining a##lication 2iews
After #ou ha)e created the application #ou can define the )iews to %e used in the application.
About t%is tas!
The )iews used in #our application must e0ist in the TM1= !%&ects pane %efore #ou can include the )iews in #our
application. Please refer to the IBM Cognos TM1 %e$eloper Guide. /ach )iew has two properties to help the
user?
6el# Te8t> shows when a user clic(s the )iew O 6el# option when wor(ing with a )iew in the I+M Cognos
Applications. This propert# displa#s instructions or information to assist users in entering data in the )iew. The
help te0t #ou enter is also a)aila%le in the wor(flow page.
Tab 0ame> the name displa#ed on the )iew ta% in the client. Modif# this propert# if #ou want the ta% to displa#
te0t other than the name of the )iew.
Procedure
In the *esign pane> clic( the )iews folder. 1.
In the TM1 !%&ects pane> e0pand the Cubes folder and the cu%e containing the )iew #ou want to add to #our
application.
2.
Clic( the )iew #ou want to add to #our application. ;ou can use CtrlIclic( to select multiple non ad&acent )iews>
or ShiftIclic( to select multiple ad&acent )iews.
.
*rop the )iews to the )iews folder of the application. ;ou can now set the properties for the )iews. '.
Clic( the )iew in the )iews folder. ,.
To edit the help te0t> in the Pro#erties pane> t#pe the 6el# Te8t and Tab 0ame to #our reAuirements. ..
To rename the )iew> rightBclic( the )iew in the 3esign pane> and select .ename. T#pe the new name of the
)iew.
1.
Sa)e the application. 6.
.elated conce#ts?
*efining )iews and we%sheets
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10.1./. 3efining a##lication webs%eets
After #ou ha)e created the application> #ou can define the we%sheets to %e used in the application.
About t%is tas!
Chen a we%sheet is included in the scope of an application> more steps are reAuired to ena%le data reser)ation of
the nodes and )iews. The we%sheets used in #our application must e0ist in the TM1= !%&ects pane %efore #ou can
include the )iews in #our application. Please refer to the IBM Cognos TM1 %e$eloper Guide. /ach we%sheet has
two properties to help the user?
6el# Te8t> shows when a user clic(s the )iew O 6el# option when wor(ing with a )iew in the I+M Cognos
Applications. This propert# displa#s instructions or information to assist users in entering data in the )iew. The
help te0t #ou enter is also a)aila%le in the wor(flow page.
Tab 0ame> the name displa#ed on the )iew ta% in the client. Modif# this propert# if #ou want the ta% to displa#
te0t other than the name of the )iew.
Im#ortant, Applications containing we%sheets are onl# deplo#ed to the I+M Cognos TM1 Applications thin client.
Procedure
Clic( the application #ou ha)e &ust made> and in the Properties pane> set Ad2anced Modeling to ;es. 1.
In the TM1 !%&ects pane> e0pand the 7ebs%eets folder and the folder containing the we%sheet #ou want to
add to #our application )iews.
2.
Clic( the we%sheet #ou want to add to #our application. ;ou can use CtrlIclic( to select multiple non ad&acent
we%sheets> or ShiftIclic( to select multiple ad&acent we%sheets.
.
*rop the we%sheet to the )iews folder of the application. ;ou can now set the properties for the we%sheet. '.
Clic( the we%sheet in the )iews folder. ,.
To edit the help te0t> in the Pro#erties pane> t#pe the 6el# Te8t and Tab 0ame to #our reAuirements. ..
To rename the )iew> rightBclic( the we%sheet in the 3esign pane> and select .ename. T#pe the new name of
the we%sheet.
1.
In the TM1 !%&ects pane> e0pand the Cubes folder. 7.
Clic( the cu%es that are referenced %# the we%sheet. ;ou can use CtrlIclic( to select multiple non ad&acent
cu%es> or ShiftIclic( to select multiple ad&acent cu%es.
18.
*rop the cu%es to the Manual 3e#endencies folder of the application. 11.
.elated conce#ts?
*efining )iews and we%sheets
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10.1.1. 3efining an a##ro2al %ierarc%y
The appro)al hierarch# determines the wor(flow of #our application.
About t%is tas!
The application t#pes A##ro2al and .es#onsibility need to ha)e an appro)al hierarch# defined. An appro)al
hierarch# is a dimension su%set on #our I+M= Cognos= TM1= ser)er. /ach mem%er in a su%set is referred to as a
XnodeX in the appro)al hierarch#. An appro)al hierarch# has these limitations?
An appro)al hierarch# can onl# %e used once for each Cognos TM1 ser)er. Chen an appro)al hierarch# is
assigned to an application> it cannot %e used for an# other application on the same Cognos TM1 ser)er.
At least one )iew in #our application must include the dimension that contains #our appro)al hierarch# su%set.
The appro)al hierarch# su%set must onl# contain one top le)el mem%er. If the su%set contains multiple
topBle)el mem%ers> #ou will recei)e an error.
The appro)al hierarch# su%set cannot contain an# string mem%ers.
Chen a su%set is designated as an appro)al hierarch#> all securit# for the parent dimension of the su%set is
controlled %# I+M Cognos TM1 Performance Modeler.
Procedure
In the *esign pane> clic( on the folder A##ro2al 6ierarc%y. 1.
In the TM1 !%&ects pane> e0pand the 3imensions folder and the su%sets. 2.
Clic( the dimension containing the su%set #ou want to use as #our appro)al hierarch#. .
2ightBclic( the su%set #ou want to use as #our appro)al hierarch# and clic( Add to a##lication. Select the
application to where #ou want to add the appro)al hierarch#> or drag and drop the su%set to the A##ro2al
6ierarc%y folder.
'.
Chen the Add to A##lication warning message appears> clic( :es to accept. ,.
Sa)e the application. ..
7%at to do ne8t
To %e a%le to )alidate the application> #ou must first select the default client s#stem for use with the application.
.elated conce#ts?
*efining an appro)al hierarch#
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10.1.4. "electing t%e default client systems for use wit% t%e a##lication
A client can %e defined for use with the application made in I+M= Cognos= TM1= Performance Modeler.
About t%is tas!
The client can %e set in the properties window of the application highlighted in the *esign pane. The clients that are
a)aila%le are?
I+M Cognos TM1 Application Ce%> the default client> processing is in real time with the ser)er.
I+M Cognos Insight B Connected> for use with I+M Cognos Insight. Processing is in real time with the ser)er.
I+M Cognos Insight B *istri%uted> processing of data is local and onl# with commit data does the ser)er get
updated.
Chen considering which client is %est for an application> consider these points?
+oth Cognos Insight> in either distri%uted or connected mode> and Cognos TM1 Applications can %e used
interchangea%l# if the application uses cu%e )iews alone and has multiple sand%o0es disa%led. The user can
select which client the# want to use on these applications.
Applications that use a can)as la#out show a simple multiBta%%ed )iew when used with Cognos TM1
Applications.
Applications that contain a we%sheet can onl# %e opened %# Cognos TM1 Applications Ce%.
Procedure
In the *esign pane> select the application. 1.
Select Clients in the Properties pane. 2.
Clic( the ellipsis .... .
Select the default client to use with the application. '.
Clic( '+. ,.
7%at to do ne8t
+efore #ou can edit the user rights for the application> #ou must first )alidate and deplo# the application.
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10.1.;. )alidating and de#loying t%e a##lication
The )alidation process ensures that all conditions reAuired to deplo# the application are in place.
About t%is tas!
+efore an application can %e used> the application must pass )alidation and deplo#ment. This process ensures?
The correct structure is used for appro)al hierarch#.
All o%&ects in the application definition are a)aila%le on the I+M= Cognos= TM1= ser)er.
The correct client is used for the application.
3or the application t#pes> 6ierarc%ical A##ro2al and Continuous> the A##ro2al 6ierarc%y folder includes
the dimension that contains the appro)al hierarch#.
Procedure
2ightBclic( the application in the *esign pane and clic( )alidate A##lication. A )alidation #erformed
successfully message is displa#ed. Clic( '+.
1.
2ightBclic( the application and clic( 3e#loy A##lication . A 3e#loyment #erformed successfully message
is displa#ed. Clic( '+. If #ou select 3e#loy A##lication> the application is )alidated %# default.
2.
Clic( '+. .
7%at to do ne8t
The user groups and rights must %e managed %efore the application is a)aila%le for use.
.elated conce#ts?
*eplo#ing the application
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10.$. Ad2anced modeling
Ad)anced modeling lets the application designer manuall# add o%&ects to an application design.
Ad)anced modeling ena%les the application designer to include items that are not automaticall# included in the
application. This can help in understanding the application )iews> dimensions> and appro)al hierarch#. Some
modeling techniAues that use dependencies> for e0ample conditional rules> are not parsed and detected
automaticall#. In this situation> the application designer can ensure that those o%&ects are included within the scope
of the application when it is deplo#ed to the distri%uted client. Chen the application is deplo#ed> the dependenc#
anal#sis is done on the o%&ects included in application> %ut e0cludes those in the Manual 3e#endencies folder. A
complete list of the o%&ects in the )iews> the A##ro2al 6ierarc%y> and the those manuall# added to the Manual
3e#endencies folder are compiled and included into a section in the Application *efinition.
5nabling ad2anced modeling
;ou ha)e to ena%le ad)anced modeling to %e a%le to add dependencies to the manual dependencies folder.
Adding de#endencies manually
The dependencies can %e manuall# added to the application for deplo#ment.
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10.$.1. 5nabling ad2anced modeling
;ou ha)e to ena%le ad)anced modeling to %e a%le to add dependencies to the manual dependencies folder.
About t%is tas!
*ependencies that are shown in the TM1= !%&ects tree can %e added to the Manual 3e#endencies folder. To %e
a%le to add dependencies> this facilit# must %e ena%led.
Procedure
Clic( A##lication 3esign. 1.
!pen the application #ou need from the design tree. 2.
Clic( the propert# Ad2anced Modeling and select :es. .
Sa)e the application. '.
Parent to#ic, Ad)anced modeling
143 of 189 25-09-2014 18:17
10.$.$. Adding de#endencies manually
The dependencies can %e manuall# added to the application for deplo#ment.
About t%is tas!
The new folder Manual *ependencies can %e used to add I+M Cognos TM1= o%&ects> for e0ample> rule
dependencies> chores> and processes.
Procedure
In the *esign pane> clic( the Manual 3e#endencies folder. 1.
In the TM1 !%&ects pane> e0pand the folder containing the dependenc# #ou want to add to #our application. 2.
Clic( the dependenc# #ou want to add to #our application. ;ou can use CtrlIclic( to select multiple non
ad&acent dependencies> or ShiftIclic( to select multiple ad&acent dependencies.
.
*rop the dependencies to the Manual 3e#endencies folder of the application. '.
Sa)e the application. ,.
7%at to do ne8t
;ou can now )alidate and deplo# the application.
Parent to#ic, Ad)anced modeling
144 of 189 25-09-2014 18:17
10./. Managing rig%ts for t%e a##lication
After an application has %een deplo#ed> #ou must define rights for all user groups that #ou want to ha)e access to
the application.
3or an application with an appro)al hierarch#> each node in #our appro)al hierarch# has rights assigned to the user
groups that e0ist on the I+M= Cognos= TM1= ser)er that hosts #our application. The rights that #ou assign
determine the actions that can %e performed %# mem%ers of the user groups.
3or applications without an appro)al hierarch#> #ou can assign a group to ha)e full access to the application.
Assigning rig%ts for an a##ro2er
In a t#pical application> an appro)er is assigned either .e2iew or "ubmit access rights at consolidation nodes in
the appro)al hierarch#. As an application designer> #ou need to consider the following additional Auestions?
*oes the appro)er need to see all le)els %elow the designated consolidationZ
If #es> #ou can control how man# hierarch# le)els that the user sees %# using the .e2iew 3e#t% and )iew
3e#t% options in the Add .ig%ts window.
*oes the appro)er need to edit leaf nodes or &ust su%mit or re&ect themZ
If #es> #ou can allow an appro)er to edit leaf nodes %# ena%ling the Allow .e2iewer 5dit option in the .ig%ts
window.
Chen #ou assign rights for a consolidated node> those rights are applied to all the descendant nodes of that
consolidated node. *escendant nodes include consolidated and leaf nodes under the consolidated node. Cascading
rights assignments ha)e the following %eha)ior depending on the which access right #ou appl# to the initial
consolidated node?
)iew rights assigned at a consolidated node are also assigned to all descendent nodes.
.e2iew rights assigned at a consolidated node will set )iew rights to that consolidation and "ubmit rights to
all descendants.
"ubmit rights assigned at a consolidated node will set "ubmit rights to that consolidation and "ubmit rights
to all descendants.
The Allow .e2iewer 5dit option and the .e2iew 3e#t% and )iew 3e#t% options in the Add .ig%ts window
o)errides the cascading of .e2iew and "ubmit rights on a consolidated node as follows?
Chen the Allow .e2iewer 5dit chec(%o0 is not selected> the application assigns )iew access rights onl#
where "ubmit or 5dit rights would ha)e e0isted.
Chen #ou set a num%er DnF for the .e2iew 3e#t% and )iew 3e#t% options> the application will not displa#
nodes %elow nBle)els down from the initial node. ;ou can use these options to (eep lower le)el nodes from
appearing for higher le)el managers who need to focus on higher consolidation le)els.
Assigning rig%ts for a nona##ro2er
To pro)ide a nonBappro)er user or contri%utor the a%ilit# to perform multiBnode editing> #ou must assign at least
)iew rights to the consolidated node. This minimum rights assignment ma(es the consolidated node the starting
point from which the user can access> edit> and su%mit all descendant nodes to which the# ha)e the rights. 4sers
must ta(e ownership at the consolidated node to use the MultiB-ode /dit a%ilit# to gain access to all the related leaf
nodes. As an application designer> #ou need to consider the following additional Auestions?
*oes the nonBappro)er reAuire the a%ilit# to update more than one node at a time using the MultiB-ode /ditZ
If #es> consider Auestion 2.
If no> #ou can either assign 5dit or "ubmit rights to indi)idual leaf nodes for the nonBappro)er.
1.
*oes the nonBappro)ing user need "ubmit rights to all nodes reporting to a parent consolidated nodeZ
If #es> consider Auestion .
2.
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If no> assign )iew rights to the consolidation> and follow up with assigning "ubmit rights to the designated
child nodes.
Is the nonBappro)ing user responsi%le for su%mitting the consolidated nodeZ
If #es> assign "ubmit rights to the nonBappro)er at the consolidation node.
If no> consider Auestion '.
.
Is a another user responsi%le for su%mitting the consolidated nodeZ
If #es> assign .e2iew rights to the nonBappro)er at the consolidation node.
'.
Managing user grou#s and rig%ts for an a##lication wit% an a##ro2al %ierarc%y
After an application is deplo#ed> #ou can assign user groups and access rights to the appro)al hierarch#.
Managing user grou#s for a central ty#e a##lication
After an application is deplo#ed> #ou can assign user groups to a central t#pe application.
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10./.1. Managing user grou#s and rig%ts for an a##lication wit% an a##ro2al
%ierarc%y
After an application is deplo#ed> #ou can assign user groups and access rights to the appro)al hierarch#.
About t%is tas!
3or application t#pes A##ro2al and .es#onsibility> #ou can define the user groups and access rights for each
node in the appro)al hierarch#. The rights that #ou assign determine the actions that can %e performed %#
mem%ers of the user groups.
The user groups must e0ist on the I+M= Cognos= TM1= ser)er that hosts #our application. If #ou reset an
application> data changes are not discarded.
Procedure
*ou%leBclic( the .ig%ts o%&ect in the Application *esign pane. 1.
In the Add .ig%ts pane> clic( the node in the hierarch# from the column "elect 0ode. 2.
Select the user group from the column "elect Grou#. .
Select the settings for .ig%t> .e2iew 3e#t%> and )iew 3e#t%> in the column 3efine "ecurity. 3or each set
of rights defined> clic( Add.
'.
2epeat steps and ' for e)er# user group reAuired for the application. A user group can ha)e more than one
user right.
,.
Clic( "a2e in the .ig%ts window. ..
Parent to#ic, Managing rights for the application
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10./.$. Managing user grou#s for a central ty#e a##lication
After an application is deplo#ed> #ou can assign user groups to a central t#pe application.
About t%is tas!
3or the application t#pe Central> #ou can define the user group onl#.
Procedure
*ou%leBclic( the .ig%ts o%&ect in the Application *esign pane. 1.
3rom the column "elect Grou#> select the user group. 2.
Clic( Add. .
Clic( "a2e in the .ig%ts window. '.
Parent to#ic, Managing rights for the application
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10.1. Managing I-M Cognos TM1 Performance Modeler in t%e #ortal
To %e a%le to wor( with the deplo#ed I+M= Cognos= TM1= Performance Modeler application> further steps are
reAuired in the portal.
All applications are )isi%le to administrators in the applications portal. The application must %e acti)ated %efore it
can %e used. After acti)ation> the application is a)aila%le for use. The application and properties can also %e edited.
Acti2ating an a##lication in a #ortal
The I+M Cognos TM1 Performance Modeler application must %e acti)ated %efore users can use it from the I+M
Cognos TM1 Applications portal.
58#orting an a##lication from t%e #ortal
;ou can e0port an I+M Cognos TM1 Performance Modeler application for use as a template for a new
application> or as a %ac(up for an e0isting application.
Im#orting an e8#orted a##lication to t%e #ortal
;ou can import an e0ported I+M Cognos TM1 Performance Modeler application %ac( into I+M Cognos TM1
Applications and use it as the %asis for a new application.
.esetting an a##lication in t%e #ortal
;ou can reset all nodes in the appro)al hierarch# to their original state after the I+M Cognos TM1 Performance
Modeler application is deplo#ed.
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10.1.1. Acti2ating an a##lication in a #ortal
The I+M= Cognos= TM1= Performance Modeler application must %e acti)ated %efore users can use it from the
I+M Cognos TM1 Applications portal.
Procedure
!pen the portal. The applications are listed on the left side under the 0ame column. 1.
To acti)ate the application> under the Actions column> clic( the Acti2ate A##lication icon . 2.
Parent to#ic, Managing I+M Cognos TM1 Performance Modeler in the portal
.elated conce#ts?
Acti)ating an application
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10.1.$. 58#orting an a##lication from t%e #ortal
;ou can e0port an I+M= Cognos= TM1= Performance Modeler application for use as a template for a new
application> or as a %ac(up for an e0isting application.
About t%is tas!
An application should onl# %e e0ported from an I+M Cognos TM1 ser)er to a ser)er that does not ha)e that
application or uses a different dimension for the appro)al hierarch# of the e0ported application. An archi)e is
created and contains the PML files that descri%es the structure and securit# of #our application.
Procedure
!pen the Cognos Applications portal. 1.
Clic( the 58#ort A##lication icon under the Actions column. 2.
3rom the File 3ownload dialog %o0> clic( "a2e. .
-a)igate to the director# to where #ou want to sa)e the e0port file. '.
Clic( "a2e. ,.
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10.1./. Im#orting an e8#orted a##lication to t%e #ortal
;ou can import an e0ported I+M= Cognos= TM1= Performance Modeler application %ac( into I+M Cognos TM1
Applications and use it as the %asis for a new application.
Procedure
!pen the Cognos Applications portal. 1.
Clic( the Im#ort A##lication %utton. 2.
Select the Cognos TM1 ser)er onto which #ou want to import the application. .
-e0t to the A##lication file field> clic( -rowse . '.
-a)igate to the application D."ipF file> then clic( '#en. ,.
Select the Im#ort a##lication security option if #ou want to import securit# settings with the application. ..
Select the Im#ort a##lication #ro#erties option if #ou want to import propert# settings with the application. 1.
Clic( Im#ort. 6.
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10.1.1. .esetting an a##lication in t%e #ortal
;ou can reset all nodes in the appro)al hierarch# to their original state after the I+M= Cognos= TM1=
Performance Modeler application is deplo#ed.
About t%is tas!
2esetting an application discards all progress made in the planning process so that #ou can restart the planning
process. 2esetting an application does not reset or discard an# data changes.
Procedure
!pen the Applications portal. 1.
-e0t to #our application name> select the chec( %o0. 2.
Clic( the .eset A##lication %utton. .
Clic( '+ to confirm the reset. '.
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11. Administering and maintaining I-M Cognos TM1 Performance Modeler
Perform administration and maintenance tas(s in I+M= Cognos= TM1= Performance Modeler such as optimi"ing
settings> managing processes> and transferring applications.
'#timi(ing t%e memory consum#tion of a cube
!ptimi"e the memor# consumed %# a cu%e to impro)e its performance.
Managing #rocesses
Manage processes to create> modif#> and schedule how data is imported and used in I+M Cognos TM1
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11.1. '#timi(ing t%e memory consum#tion of a cube
!ptimi"e the memor# consumed %# a cu%e to impro)e its performance.
About t%is tas!
;ou should optimi"e the memor# consumption of a cu%e onl# while wor(ing in a de)elopment en)ironment for the
following reasons?
Significant memor# resources are reAuired to optimi"e the memor# consumed %# a cu%e. *uring the
optimi"ation process> the temporar# 2AM on the I+M= Cognos= TM1= ser)er increases %# a factor of two for
the cu%e that #ou are optimi"ing. 3or e0ample> a ,8 M+ cu%e reAuires 188 M+ of 2AM to optimi"e.
The ser)er loc(s all user reAuests while the optimi"ation is performed.
0ote, !ptimi"ing the memor# consumption of a cu%e is not the same as changing the dimension order.
Procedure
Clic( the '#timi(e Cube 3imensions icon . 1.
Clic( a dimension in the 0ew 'rder %o0. 2.
Clic( the U# or 3own %utton to mo)e the dimensionHs order in the list. .
-ote the Percentage c%anged )alue. If this )alue is negati)e> the new order of dimensions consumes less
memor# and is therefore more efficient.
'.
2epeat steps 2 through ' until #ou achie)e the most efficient ordering of dimensions. ,.
Clic( '+. ..
Clic( the Actions menu icon > and clic( "a2e or "a2e As. The cu%e is configured for optimal memor#
consumption.
1.
Parent to#ic, Administering and maintaining I+M Cognos TM1 Performance Modeler
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11.$. Managing #rocesses
Manage processes to create> modif#> and schedule how data is imported and used in I+M= Cognos= TM1=
Creating a #rocess
Create a process that defines a data source to %e imported> data mappings> and ad)anced procedures. ;ou can
run a process at an# time or schedule a process to run at defined inter)als.
Using t%e #rocess editor
The process editor allows #ou to modif# procedures that were defined when a process was created.
"c%eduling #rocesses
Create a chore to schedule processes to run at defined inter)als.
Parent to#ic, Administering and maintaining I+M Cognos TM1 Performance Modeler
.elated tas!s?
Importing and mapping dimensions or cu%es
Importing from a relational data source
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11.$.1. Creating a #rocess
Create a process that defines a data source to %e imported> data mappings> and ad)anced procedures. ;ou can run
a process at an# time or schedule a process to run at defined inter)als.
Procedure
In the Model *esign pane> rightBclic( the folder where #ou want the process to %e stored> and clic( 0ew
O Process.
1.
/nter a name for the process and clic( '+. The folder e0pands> showing the new process in the Model *esign
pane. In the upperBright pane> a process )iewer allows #ou to define the process.
2.
3ollow the steps for either Importing and mapping dimensions or cu%es or Importing from a relational data
source.
.
58am#le, Prototy#ing a new reAuirement
In certain situations> such as when protot#ping a new reAuirement> #ou could use the Guided Import to create a
single process that performs three distinct functions?
creates or updates dimensions
creates or updates cu%es
loads data
In a t#pical production en)ironment> howe)er> #ou would separate these functions as three different processes. This
would gi)e #ou more fle0i%ilit# to ma(e changes or perform maintenance. In addition> #ou ma# create a chore that
contains the three processes. This would allow #ou to schedule regular data refreshes. 3or e0ample> #ou could
schedule the chore to run e)er# night at midnight.
3or more information a%out chores> see Scheduling processes.
7%at to do ne8t
;ou can run the process at an# time %# rightBclic(ing the chore in the Model *esign pane and clic(ing 58ecute
Process.
Parent to#ic, Managing processes
.elated conce#ts?
Importing data
.elated tas!s?
/diting procedures
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11.$.$. Using t%e #rocess editor
The process editor allows #ou to modif# procedures that were defined when a process was created.
7%en to use t%e #rocess editor
4se the process editor when #ou want to do the following actions?
refine the process that is generated when #ou run a Guided Import
create a script onl# process
%#pass the Guided Import
create a process without e0ecuting it right awa#
Com#aring t%e #rocess editor wit% t%e TurboIntegrator editor
The process editor has a tool%ar that allows #ou to perform man# useful editing tas(s. 3or e0ample> clic( the
comment@uncomment icon to comment out selected te0t. !r #ou can clic( the content assist icon to see a
list of )alid functions.
In I+M= Cognos= TM1= Performance Modeler> process editor scripts contain %oth a generated header and
generated statements. Tur%oIntegrator scripts contain generated statements> %ut not a generated header.
Some process editor commands do not e0ist in Tur%oIntegrator. 3or e0ample> in the process editor #ou can create
collapsi%le content %# enclosing te0t %etween the following two lines?
Y2egion region_name
Y/nd2egion
The following data t#pes are supported in I+M Cognos TM1 Architect> %ut not supported in Cognos TM1
Performance Modeler?
!*+!
SAP
I+M Cognos pac(ages
Mo2ing scri#ts between Cognos TM1 Performance Modeler and Cognos TM1 Arc%itect
Process editor scripts and Tur%oIntegrator scripts ha)e similar formats> %ut are not completel# interchangea%le. ;ou
can share scripts %etween %oth editors as long as #ou donHt change the mappings. The following ta%le lists three
scenarios where scripts are mo)ed %etween Cognos TM1 Performance Modeler and I+M Cognos TM1 Architect. The
script remains )alid in the first two scenarios. +ut in the third scenario> the mappings are modified> which ma(es
the script in)alid.
"cenario
)alidity of
scri#t
Script created in Cognos TM1 Architect and opened in Cognos TM1 Performance Modeler. $alid
Script created in Cognos TM1 Performance Modeler and opened in Cognos TM1 Architect. $alid
Script created in Cognos TM1 Performance Modeler> modified in Cognos TM1 Architect> and
opened in Cognos TM1 Performance Modeler.
-ot )alid.
58am#le, t%e )iew9ero'ut function
The $iew:ero!ut function sets all data points in a )iew to "ero.
"ynta8
$iew:ero!utDCube> ViewNameFM.
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Argument 3escri#tion
Cu%e The parent cu%e of the )iew #ou want to "ero out.
$iew-ame The )iew #ou want to "ero out.
58am#le
$iew:ero!utDH77salesH> H1st Luarter ActualsHFM
This e0ample sets all data points in the 1st Luarter Actuals )iew to "ero.
5diting #rocedures
/dit procedures to include process editor functions and I+M Cognos TM1 rules functions that e0tend the
capa%ilities of a process.
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11.$.$.1. 5diting #rocedures
/dit procedures to include process editor functions and I+M Cognos TM1= rules functions that e0tend the
capa%ilities of a process.
3or e0ample> #ou can edit the *ata procedure to include statements that instruct the process to s(ip records
containing "ero )alues> or to write imported records to an e0ternal file.
-efore you begin
A process e0ists %ecause #ou ran a guided import> created a process> or generated a process from a lin(.
About t%is tas!
A process contains four procedures that are %ased on the options #ou selected when #ou specified the data source
and mapped the data. These procedures are listed in the following ta%le.
Procedure 3escri#tion
Prolog A series of statements to %e e0ecuted %efore the data source is processed.
Metadata A series of statements that update or create cu%e> dimensions> and other metadata structures during
processing.
*ata A series of statements that manipulate )alues for each record in the data source.
/pilog A series of statements to %e e0ecuted after the data source is processed.
3or more information> see 4sing the process editor.
3or a complete list of all a)aila%le Tur%oIntegrator and Cognos TM1 rules functions> see the IBM Cognos TM1
Reference Guide.
Chen editing procedures> (eep in mind that each procedure is intended to e0ecute certain t#pes of actions at
specific times in a process. Accordingl#> #ou should create actions or statements that are appropriate for a gi)en
procedure.
0ote, Chen the source t#pe for a process is scriptBonl#> the *ata and Metadata su%Bta%s are not a)aila%le.
Procedure
Clic( the Ad2anced ta%. 1.
Specif# parameter )alues?
Set paramGdestro# K 1> if #ou want the process to o)erwrite an e0isting cu%e and dimensions. a.
Set paramGcreateIf-ot/0ist K 1> if #ou want the process to create a cu%e and dimensions if the# donHt
e0ist.
%.
2.
Clic( the su%Bta% for the procedure #ou want to edit. .
/nter #our statements in the te0t %o0 either before one of these lines?
YJJJJG/-/2AT/* STAT/M/-TS STA2TJJJJ
YJJJJG/-/2AT/* 5/A*/2 STA2TJJJJ
or after these lines?
YJJJJG/-/2AT/* STAT/M/-TS 3I-IS5JJJJ
YJJJJG/-/2AT/* 5/A*/2 3I-IS5JJJJ
'.
Sa)e the process. ,.
7%at to do ne8t
;ou can do the following actions?
schedule the process
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run the process at an# time %# rightBclic(ing the chore in the Model *esign pane and clic(ing 58ecute Process
Parent to#ic, 4sing the process editor
.elated conce#ts?
Importing data
.elated tas!s?
Creating a process
Setting the lin( implementation t#pe
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11.$./. "c%eduling #rocesses
Create a chore to schedule processes to run at defined inter)als.
About t%is tas!
A chore is the I+M= Cognos= TM1= o%&ect that e0ecutes one or more processes at a userBdefined freAuenc#. A
chore is comprised of?
a list of processes to %e e0ecuted
a start date and time for the initial e0ecution of the chore
a freAuenc# at which the chore is su%seAuentl# e0ecuted
Procedure
In the Model *esign pane> rightBclic( the folder where #ou want the chore to %e stored> and clic( 0ew O
C%ore.
1.
/nter a name for the chore and clic( '+. The folder e0pands> showing the new chore in the Model *esign
pane. In the upperBright pane> a chore )iewer appears.
2.
In the A2ailable %o0> select the processes #ou want and clic( the right arrow icon to mo)e them to the
"elected %o0.
.
4se the up and down arrows to mo)e the processes into the order that #ou want the chore to e0ecute them. '.
Specif# parameter )alues %# selecting a process in the "elected %o0> and updating the )alue. ,.
Specif# whether the chore will %e e0ecuted as a single transaction or as multiple transactions.
0ote, +# default> the entire seAuence of processes is e0ecuted as a single Commit transaction. An# loc(s
acAuired %# the first process are (ept until the last process is complete. If #ou choose the multiple transactions
option> each process is committed as a transaction. Therefore> loc(s are held onl# for the duration of each
process> not for the duration of the chore.
..
Clic( the "c%edule ta%. 1.
In the "tart 3ate and Time %o0> specif# when the initial e0ecution of the chore will occur. 6.
Specif# the inter)al at which the chore is e0ecuted 7.
Select the Acti2ate C%ore chec( %o0. This chec(%o0 is ena%led onl# if )alues were entered in the .un C%ore
52ery %o0.
0ote, If #ou want to stop the chore from running for a period of time> (eep the Acti2ate C%ore chec( %o0
unselected.
18.
Sa)e the chore. 11.
7%at to do ne8t
;ou can run the chore at an# time %# rightBclic(ing the chore in the Model *esign pane and clic(ing 58ecute
C%ore.
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1$. Accessibility features
Accessi%ilit# features help users who ha)e a ph#sical disa%ilit#> such as restricted mo%ilit# or limited )ision> to use
information technolog# products.
+eyboard s%ortcuts
Standard Microsoft Cindows na)igation (e#s are used in addition to applicationBspecific (e#s.
I-M and accessibility
See the I+M= Accessi%ilit# Center Dhttp?@@www.i%m.com@a%leF for more information a%out the commitment
that I+M has to accessi%ilit#.
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1$.1. +eyboard s%ortcuts
Standard Microsoft Cindows na)igation (e#s are used in addition to applicationBspecific (e#s.
;ou can use (e#%oard shortcuts to na)igate through the application and perform tas(s. If #ou are using a screen
reader> #ou might want to ma0imi"e #our window so the (e#%oard shortcut ta%le is completel# e0panded and
accessi%le. ;ou might want to turn high contrast on in #our operating s#stem so the lines in diagrams and charts in
the application are more )isi%le.
-ote? The following (e#%oard shortcuts are %ased on 4.S. standard (e#%oards.
Ta%le 1. 9e#%oard shortcuts
Action +eyboard s%ortcut
!pen the A##lication )iew AltIA
!pen the Model )iew AltIM
Close the editor CtrlIC
Go to the ne0t editor CtrlI3.
Go to the pre)ious editor CtrlIShiftI3.
Go to the ne0t )iew CtrlI31
Go to the pre)ious )iew CtrlIShiftI31
Sa)e CtrlIS
Sa)e all CtrlIShiftIS
Show (e# assistance CtrlIShiftIL
Switch to the editor CtrlIShiftI/
!pen a conte0t menu ShiftI318
-a)igate a menu 4p and *own arrows
Acti)ate a command on a menu or conte0t
menu
/nter
Mo)e to and select the ne0t ena%led menu
item or conte0t menu item
*own arrow
Select the first ena%led item in a su%menu
on a menu or conte0t menu
2ight arrow
Mo)e to and select the pre)ious ena%led
menu item or conte0t menu item
4p arrow
Close an opened menu /sc
Select or clear a chec( %o0 Space %ar
Mo)e to the ne0t item in a dialog %o0 or
wi"ard
Ta%
Mo)e to the pre)ious item in a dialog %o0 or
wi"ard
ShiftITa%
Mo)e to the ne0t choice in a dropBdown list *own arrow
Mo)e to the pre)ious choice in a dropBdown
list
4p arrow
Mo)e to and select the ne0t option %utton Ta%ISpace %ar
Mo)e to and select the pre)ious option
%utton
ShiftITa%ISpace %ar
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!pen and displa# a dropBdown list or menu AltI*own arrow
Close an open dropBdown list or menu AltI4p arrow or /sc
Close a dialog %o0 or wi"ard /sc
In)o(e a selected dropBdown item /nter
Appl# the changes #ou made and close the
dialog %o0 or wi"ard
Ta% to '+ and press /nter
Close the dialog %o0 or wi"ard without
appl#ing or sa)ing the changes #ou made
/sc
-a)igate %etween the ta%s Left and 2ight arrows or Ta% or ShiftITa%
Mo)e the current ta% to the right ShiftIPage 4p
Mo)e the current ta% to the left ShiftIPage *own
-a)igate from icon to icon in the tool%ar Left and right arrows
*ispla# mem%ers of a dimension in the
cu%e )iewer
AltI*own arrow
Select se)eral rows or columns in the cu%e
)iewer
CtrlI*own arrow
2eplace the e0isting dimension in the rows
with the selected dimension
CtrlI2
2eplace the e0isting dimension in the
columns with the selected dimension
CtrlIC
2eplace the e0isting dimension in the
conte0t with the selected dimension
CtrlIT
Automaticall# e0pand the mem%ers in the
selected dimension
In the conte0t menu for the selected dimension> *own arrow to the
58#and to le2el command and select the le)el that #ou want to
displa#
/0pand or collapse a parent in a dimension /nter
2efresh the model with the data on the
ser)er
3,
/0it the application AltI3'
Specif# the data source t#pe for the data
source columns in the Guided Im#ort
wi"ard
ShiftI318
Mo)e %etween the ta%s and panes in the
Luer# +uilder
Conte0t Menu (e# and select the ta% or pane that #ou want.
Add data from relational data sources in the
Luer# +uilder
Arrow (e#s to na)igate the ta%les in the Metadata /0plorer.
4p arrow or *own arrow to select a ta%le.
Press Conte0t Menu (e# for the menu item list for ta%le.
Select Add to Huery.
Select a )iew in the 3ata )iew ta% in the
Luer# +uilder
Conte0t Menu (e#> "elect )iew
*elete a column from the 3ata )iew ta% in
the Luer# +uilder
Conte0t Menu (e#> 3elete Column
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Select a ta%le in the list of ta%les in the
Huery 3iagram ta% in the Luer# +uilder
Conte0t Menu (e#> "elect Table
Select a connection in the list of
connections in the Huery 3iagram ta% in
the Luer# +uilder
Conte0t Menu (e#> "elect Connection
$iew a specific le)el of detail in the Huery
3iagram ta% in the Luer# +uilder
Conte0t Menu (e#> &e2el of 3etail
Perform a tree la#out for the selected ta%le
in the Huery 3iagram ta% in the Luer#
+uilder
Conte0t Menu (e#> Tree &ayout for "elected Table
Perform a star la#out for the selected ta%le
in the Huery 3iagram ta% in the Luer#
+uilder
Conte0t Menu (e#> "tar &ayout for "elected Table
Create a &oin in the Huery 3iagram ta% in
the Luer# +uilder
Conte0t Menu (e#> Create Ioin
/na%le rules in the rules editor CtrlI/
*isa%le rules in the rules editor CtrlI*
/0pand all rules in the rules editor CtrlI9e#%oardG*i)ide
Collapse all rules in the rules editor CtrlIShiftI9e#padGMultipl#
Parent to#ic, Accessi%ilit# features
166 of 189 25-09-2014 18:17
1$.$. I-M and accessibility
See the I+M= Accessi%ilit# Center Dhttp?@@www.i%m.com@a%leF for more information a%out the commitment that
I+M has to accessi%ilit#.
Parent to#ic, Accessi%ilit# features
167 of 189 25-09-2014 18:17
1/. Cognos TM1 Performance Modeler for e8isting Cognos TM1 users
/0isting I+M= Cognos= TM1= users who are mo)ing to I+M Cognos TM1 Performance Modeler should %e aware of
the following issues and points of interest.
'b*ect creation and model management
Most o%&ect creation and model management tas(s that Cognos TM1 users are accustomed to performing in the
Ser)er /0plorer can %e accomplished in Cognos TM1 Performance Modeler. ;ou can maintain #our Cognos TM1
models in Cognos TM1 Perfromance Modeler> with the following e0ceptions.
2eplication and s#nchroni"ation is not supported in Cognos TM1 Performance Modeler. If #our model uses
replication and s#nchroni"ation> #ou must maintain this part of #our model in the Cognos TM1 Ser)er /0plorer.
3or full details on replication and s#nchroni"ation> see the IBM Cognos TM1 )peration Guide.
*rillBthrough process and rules must %e created and maintained in Cognos TM1 Architect or Perspecti)es. 3or
details on creating drillBthrough processes and rules> see the IBM Cognos TM1 %e$eloper Guide.
Ser)er administration tas(s such as disconnecting indi)idual users> %roadcasting messages to users> and
shutting down the ser)er with notification to users> must %e performed from the Clients Messaging Center>
which is accessi%le from the Ser)er /0plorer. See XManaging Client ConnectionsX in the IBM Cognos TM1
)peration Guide for details.
Tur%oIntegrator processes with !*+! data sources must %e created and maintained in Architect or
Perspecti)es. The Cognos TM1 Performance Modeler Tur%oIntegrator editor does not support !*+! datasource.
All other Tur%oIntegrator data sources can %e maintained in Cognos TM1 Performance Modeler. 3or details on
creating a process with an !*+! source please see the IBM Cognos TM1 TurboIntegrator Guide.
If #ou want to add Microsoft /0cel wor(sheets to a Cognos TM1 Application in the Application !rgani"er> #ou
must do so in the Ser)er /0plorer. Cognos TM1 Applications are descri%ed in the IBM Cognos TM1 %e$eloper
Guide.
If #ou create a Tur%oIntegrator process through Guided Import in Cognos TM1 Performance Modeler> #ou
should not su%seAuentl# edit the process in the nati)e Architect or Perspecti)es.
3ifferences in functionality between Cognos TM1 Performance Modeler and Cognos TM1
Arc%itectJPers#ecti2es
Most o%&ect creation functionalit# is similar in I+M Cognos TM1 Performance Modeler and I+M Cognos TM1
Perspecti)es@Architect. 5owe)er> there are some differences to %e aware of.
In comparison to Cognos TM1 Architect@Perspecti)es> cu%e creation is simplified through a drag and drop
interface in Cognos TM1 Performance Modeler. Cognos TM1 Performance Modeler also allows #ou to
reBdimension an e0isting cu%e> either adding or deleting dimensions from a cu%e or changing the order of
dimensions in a cu%e.
Su%set creation is somewhat limited in Cognos TM1 Performance Modeler in comparison to Cognos TM1
Architect@Perspecti)es. There is no /0pand A%o)e capa%ilit# in Cognos TM1 Performance Modeler> and there is
limited support for d#namic su%sets in Cognos TM1 Performance Modeler.
2ule creation is greatl# simplified in Cognos TM1 Performance Modeler. The 2ules /ditor includes Content Assist
features that present conte0tuall# rele)ant elements or information while creating a rule. Additionall#> Cognos
TM1 Performance Modeler automaticall# generates rules and associated feeders when #ou define a calculation
dimension or create a lin(.
The Tur%oIntegrator editor in Cognos TM1 Performance Modeler includes impro)ed editing features in the
Ad)anced scripting ta%s DParameters> Prolog> Metadata> *ata> /pilogF.
The *imension /ditor in Cognos TM1 Performance Modeler pro)ides a more intuiti)e and comprehensi)e
en)ironment for managing all aspects of dimensions. 3or e0ample> #ou can create specific dimension t#pes that
fulfill uniAue reAuirements in #our model. Additionall#> all dimension management is accomplished in a single
window. There is no need to open a separate window to manage attri%utes or set element properties.
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11. 3imension calculations
The dimension e0pressions and functions for calculations are descri%ed with s#nta0 and e0amples.
An e0pression editor is a)aila%le for - calculations and C calculations. The e0pression editor has a simple
e0pression editor for the editing and creation of arithmetic and a)erage calculation e0pressions and a function
editor to appl# predetermined functions for %oth - and C calculations. The e0pression editor also has an
aggregation e0pression editor a)aila%le for C calculations.
Arit%metic o#erations
I+M= Cognos= TM1= Performance Modeler supports the normal arithmetic operations? Sum> *ifference>
Multiplication> and *i)ision.
Functions
The functions that are a)aila%le for - and C calculations are descri%ed.
"ynta8 combinations
The com%inations of function and logical operand are descri%ed.
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11.1. Arit%metic o#erations
I+M= Cognos= TM1= Performance Modeler supports the normal arithmetic operations? Sum> *ifference>
Multiplication> and *i)ision.
"um
Sum operand for simple calculations.
3ifference
*ifference operand for simple calculations.
Multi#lication
Multiplication operand for simple calculations.
3i2ision
*i)ision operand for simple calculations.
Parent to#ic, *imension calculations
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11.1.1. "um
Sum operand for simple calculations.
Pur#ose
A summation of cell )alues for either - or C calculations.
K<>o#erand 1? E >o#erand $?=
Parent to#ic, Arithmetic operations
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11.1.$. 3ifference
*ifference operand for simple calculations.
Pur#ose
A difference calculation %etween two cell )alues for - or C calculations.
K<>o#erand 1? >o#erand $?=
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11.1./. Multi#lication
Multiplication operand for simple calculations.
Pur#ose
A multiplication calculation %etween two cell )alues for - or C calculations.
K<>o#erand 1? K >o#erand $?=
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11.1.1. 3i2ision
*i)ision operand for simple calculations.
Pur#ose
A di)ision calculation %etween two cell )alues for - or C calculations.
K<>o#erand 1? J >o#erand $?=
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11.$. Functions
The functions that are a)aila%le for - and C calculations are descri%ed.
CUMU&AT5
35CUMU&AT5
&AG
&A"T09
P5.I'3"TA.T
P5.I'3MI33&5
P5.I'3503
Put #our short description hereM used for first paragraph and a%stract.
P5.I'33A:"
)A.IA0C5
)A.IA0C5P5.C50T
.elated tas!s?
Creating - calculations using dimension functions
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11.$.1. CUMU&AT5
Pur#ose
C4M4LAT/ calculates the cumulati)e totals in one row %ased on the original num%ers in another row.
KCUMU&AT5DNInputOF
"am#le
The function KC4M4LAT/DProfitF> calculates the cumulati)e profit across the Time dimension in the cu%e where the
C4M4LAT/ function is used.
Parent to#ic, 3unctions
176 of 189 25-09-2014 18:17
11.$.$. 35CUMU&AT5
Pur#ose
Starting from the cumulated totals> */C4M4LAT/ calculates the original series.
K35CUMU&AT5DNInputOF
"am#le
The function K*/C4M4LAT/D[Cumulati)e Sales\aposMF %rea(s down cumulati)e sales into period sales across the
Time dimension in the cu%e where the */C4M4LAT/ function is used.
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11.$./. &AG
Pur#ose
Calculates a result in one row %# lagging an input from another row %# 1 period.
K&AGDNPadO>NInputsOF
Parameters
Pad
The NPadO argument specifies the )alue returned %# LAG for the first leaf mem%er in the Time dimensionM it
ma# %e another mem%er in the dimension or a constant. If it is omitted> the user ma# (e# a )alue for this
function into the first leaf mem%er of the Time dimension.
"am#le
The mem%er [!pening +alance\aposM ma# use a function KLAGD[Prime )alue\aposM> [Closing +alance\aposMF.
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11.$.1. &A"T09
Pur#ose
LAST-: searches %ac( along the series of data in the input row and returns the most recent nonB"ero or nonBnull
)alue. LAST-: can %e used to a)oid reB(e#ing of data o)er a long time scale where the input changes rarel# o)er
the periods.
K&A"T09DNInputOF
Parameters
<Input>
Can %e either a numeric or string mem%er.
179 of 189 25-09-2014 18:17
11.$.4. P5.I'3"TA.T
Pur#ose
The date and time at the start of this period.
LP5.I'3"TA.T<=
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11.$.;. P5.I'3MI33&5
Pur#ose
The date and time at the middle of this period.
KP5.I'3MI33&5DF
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11.$.@. P5.I'3503
Put #our short description hereM used for first paragraph and a%stract.
Pur#ose
The date and time at the end of this period.
KP5.I'3503DF
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11.$.D. P5.I'33A:"
Pur#ose
The num%er of da#s in the period.
KP5.I'33A:"DF
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11.$.G. )A.IA0C5
Pur#ose
Computes the $ariance %etween two datasets> denoted as NActualO and N+udgetO. 3or a calculation dimension
mem%er where a positi)e )ariance would %e fa)ora%le> the result is computed as NActualO minus N+udgetO. 3or a
calculation dimension mem%er where a positi)e )ariance would %e unfa)ora%le> the result is computed as
N+udgetO minus NActualO. If no calculation dimension is present in the cu%e> the function alwa#s returns
NActualO minus N+udgetO
K)A.IA0C5DNActualO>N+udgetOF
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11.$.10. )A.IA0C5P5.C50T
Pur#ose
Computes the percentage $ariance %etween two datasets> denoted as NActualO and N+udgetO. 3or a calculation
dimension mem%er where a positi)e )ariance would %e fa)ora%le> the result is computed as DNActualO B
N+udgetOF @ N+udgetO J 188. 3or a calculation dimension mem%er where a positi)e )ariance would %e
unfa)ora%le> the result is computed as DN+udgetO B NActualOF @ N+udgetO J 188.
If no Calculation dimension is present in the cu%e> the function will alwa#s return DNActualO B N+udgetOF V
N+udgetO J 188.
K)A.IA0C5P5.C50TDNActualO>N+udgetOF
185 of 189 25-09-2014 18:17
11./. "ynta8 combinations
The com%inations of function and logical operand are descri%ed.
The e0pressions editor )alidates in real time. There are no e0tra steps to )alidate an e0pression. An in)alid
e0pression shows in red with a red underline.
The parser that )alidates dimension calculation e0pressions uses the +ac(us]-aur 3orm to determine a )alid
e0pression. The com%inations of s#nta0 that can %e used in an e0pression are as follows?
Expression ::= AndExpression { "OR" AndExpression }
AndExpression ::= CmpExpression { "AND" CmpExpression }
CmpExpression ::= AddOrSub [ "=" AddOrSub | "<>" AddOrSub |"<" AddOrSub | ">" AddOrSub | ">="
AddOrSub | "!" AddOrSub | "<=" AddOrSub ]
AddOrSub ::= MultiplyOrDivide { "+" MultiplyOrDivide | "-" MultiplyOrDivide }
MultiplyOrDivide ::= Power { "*" Power | "/" Power | "%" Power }
Power ::= Unary [ "^" power ]
Unary ::= "+" Unary | "-" Unary | "!" Unary | Operand
Operand ::= INTEGER | Variable |"(" Expression ")"| Sum | Multiply| IfExpression | BIFS
IfExpression ::= "IF" Expression "THEN" Expression [ "ELSE" Expression ]
BifExpression ::= BIF "(" Expression { ";" Expression } ")"
SumExpression ::= SUM "(" Expression { "," Expression } ")"
MultiplyExpression ::= MULTIPLY "(" Expression { "," Expression } ")"
WeightedAverageExpression ::= WEIGHTEDAVERAGE "(" Expression ")"
TimeAverageExpression ::= TIMEAVERAGE "(" TIMEAVERAGETYPE ")"
ForceToZeroExpression ::= FORCETOZERO "(" ")"
Condition ::= parseExpression ["AND" parseExpression | "OR" parseExpression |"NOT"
parseExpression
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14. 0otices
This information was de)eloped for products and ser)ices offered worldwide.
I+M ma# not offer the products> ser)ices> or features discussed in this document in other countries. Consult #our
local I+M representati)e for information on the products and ser)ices currentl# a)aila%le in #our area. An#
reference to an I+M product> program> or ser)ice is not intended to state or impl# that onl# that I+M product>
program> or ser)ice ma# %e used. An# functionall# eAui)alent product> program> or ser)ice that does not infringe
an# I+M intellectual propert# right ma# %e used instead. 5owe)er> it is the userHs responsi%ilit# to e)aluate and
)erif# the operation of an# nonBI+M product> program> or ser)ice.
I+M ma# ha)e patents or pending patent applications co)ering su%&ect matter descri%ed in this document. The
furnishing of this document does not grant #ou an# license to these patents. ;ou can send license inAuiries> in
writing> to?
I+M *irector of Licensing
I+M Corporation
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3or license inAuiries regarding dou%leB%#te D*+CSF information> contact the I+M Intellectual Propert# *epartment
in #our countr# or send inAuiries> in writing> to?
Intellectual Propert# Licensing
Legal and Intellectual Propert# Law
I+M Tapan Ltd.
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The following paragraph does not appl# to the 4nited 9ingdom or an# other countr# where such pro)isions are
inconsistent with local law? I-T/2-ATI!-AL +4SI-/SS MAC5I-/S C!2P!2ATI!- P2!$I*/S T5IS P4+LICATI!-
XAS ISX CIT5!4T CA22A-T; !3 A-; 9I-*> /IT5/2 /PP2/SS !2 IMPLI/*> I-CL4*I-G> +4T -!T LIMIT/* T!>
T5/ IMPLI/* CA22A-TI/S !3 -!-BI-32I-G/M/-T> M/2C5A-TA+ILIT; !2 3IT-/SS 3!2 A PA2TIC4LA2
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This information could include technical inaccuracies or t#pographical errors. Changes are periodicall# made to the
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An# references in this information to nonBI+M Ce% sites are pro)ided for con)enience onl# and do not in an#
manner ser)e as an endorsement of those Ce% sites. The materials at those Ce% sites are not part of the materials
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I+M ma# use or distri%ute an# of the information #ou suppl# in an# wa# it %elie)es appropriate without incurring
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Licensees of this program who wish to ha)e information a%out it for the purpose of ena%ling? DiF the e0change of
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agreement %etween us.
An# performance data contained herein was determined in a controlled en)ironment. Therefore> the results
o%tained in other operating en)ironments ma# )ar# significantl#. Some measurements ma# ha)e %een made on
de)elopmentBle)el s#stems and there is no guarantee that these measurements will %e the same on generall#
a)aila%le s#stems. 3urthermore> some measurements ma# ha)e %een estimated through e0trapolation. Actual
results ma# )ar#. 4sers of this document should )erif# the applica%le data for their specific en)ironment.
Information concerning nonBI+M products was o%tained from the suppliers of those products> their pu%lished
announcements or other pu%licl# a)aila%le sources. I+M has not tested those products and cannot confirm the
accurac# of performance> compati%ilit# or an# other claims related to nonBI+M products. Luestions on the
capa%ilities of nonBI+M products should %e addressed to the suppliers of those products.
All statements regarding I+MHs future direction or intent are su%&ect to change or withdrawal without notice> and
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these names are fictitious and an# similarit# to the names and addresses used %# an actual %usiness enterprise is
entirel# coincidental.
If #ou are )iewing this information softcop#> the photographs and color illustrations ma# not appear.
M
188 of 189 25-09-2014 18:17
M
14.1. Product Information
This document applies to I+M Cognos TM1 Performance Modeler $ersion 18.1.8 and ma# also appl# to su%seAuent
releases. To chec( for newer )ersions of this document> )isit the I+M Cognos Information Centers
Dhttp?@@pu%li%.%oulder.i%m.com@infocenter@cogic@)1r8m8@inde0.&spF.
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Licensed Materials B Propert# of I+M
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Parent to#ic, -otices
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