IBM Software. IBM Cognos 10 & TM1 C O G N O S. An IBM Proof of Technology IBM Corporation

IBM Software IBM Cognos 10 & TM1 C O G N O S An IBM Proof of Technology 2011 IBM Corporation

Welcome Introductions Name Role in organization Expectations for the session Logistics Access restrictions Restrooms Emergency exits Smoking policy Meals and refreshments 2011 IBM Corporation 2

Overall Session Objectives Acquaint participants with the IBM Cognos 10 as well as IBM TM1 all in one day! Provide hands-on interaction with key solution elements Help participants identify how these capabilities can be applied to drive better outcomes in their organization 2011 IBM Corporation 3

Business Intelligence Agenda (9:00AM to 12:00PM) Overview of IBM Business Analytics and IBM Cognos 10 Business User Experience Overview and Lab Business User Authoring Overview and Lab Professional Authoring Overview and Lab Metadata Modeling Overview Architecture, Integration and Systems Management Overview 2011 IBM Corporation 4

TM1 Agenda (1:00PM 4:00PM) IBM Cognos solutions overview Performance Management Financial Performance Management Introduction to IBM Cognos TM1 Understanding OLAP Hands On Workshop 2011 IBM Corporation 5

Business Analytics: driving better outcomes Better Outcomes Smarter Decisions Actionable Insights Trusted Information 2011 IBM Corporation 6

Business Analytics and Optimization Solutions 2011 IBM Corporation 7

User needs vary by role, perspective, and skills... How are we doing? Executives Why? Customers What should we be doing? How are we doing? Managers Individual Contributors Business Analysts What should we be doing? DATA EXTERNAL DATA CRM, ERP EDW IT Suppliers Industry Benchmarks The fundamental questions do not 2011 IBM Corporation 8

How are we doing? How are we doing? Monitor performance with personalized dashboards Track achievement against strategies and objectives with actionable scorecards Receive real-time feedback on current conditions for intra-day decision making Set personalized alerts for the most relevant and targeted action 2011 IBM Corporation 9

Why? What are the drivers? Why? Access detail behind summaries Change perspectives by traveling up and down hierarchies Understand trends over time Compare metrics across multiple dimensions Create ad-hoc query and analysis Identify possible correlations 2011 IBM Corporation 10

What should we be doing? What should we be doing? p Evaluate alternate scenarios with 'what-if' analysis Easily model complex multi-variate scenarios Predict likely outcomes based on prior history 2011 IBM Corporation 11

Integrate analytics into everyday decision making BlackBerry Web-based access for all users Enable users on the go with mobile device access and interactivity-- ipad, BlackBerry, Windows, Android devices Leverage content in Excel, PowerPoint and Word Search for existing content or to establish context for authoring Collaborate with others on decision making Integrate seamlessly into other systems 2011 IBM Corporation 12

Deliver Innovation and Sustained Value C O G N O S V A L U E IBM Cognos 8 A revolutionary BI workspace delivered on a proven platform with seamless upgrade Series 7 T I M E 2011 IBM Corporation 13

Cognos 10 Summary Engages all users with a consistent, accurate view of business information Personalized and role appropriate user experience Self-service model speeds information access Provides comprehensive, multi-perspective analytic capabilities Past, present and future Multiple delivery channels to provide information where and when decisions are made All capabilities in one product extends analytic value, lower time to adoption and lowers TCO 2011 IBM Corporation 14

Agenda Overview of IBM Business Analytics and IBM Cognos 10 Business User Experience Overview and Lab Business User Authoring Overview and Lab Professional Authoring Overview and Lab Metadata Modeling Overview Architecture, Integration and Systems Management Overview Summary and Wrap Up 2011 IBM Corporation 15

Module Objectives Examine self-service capabilities for business users Explore the Cognos Connection web portal Assemble and customize content in the integrated BI workspace 2011 IBM Corporation 16

Welcome to IBM Cognos software 2011 IBM Corporation 17

What is Cognos Connection? Customizable portal interface to all Cognos 10 content Public Folders are shared and secured by user or group My Folders is private Launching point for different capabilities based on permissions Studios, administrative functions Used to set preferences Language, run options, home page 2011 IBM Corporation 18

Access and personalize content Access and view content, live or saved output versions Open the report for editing Personalize the view by setting prompt values, output format, language Schedule the report to be run in the future or at recurring intervals Run a report to view live data. Run a report with options. Edit a report Schedule a report. 2011 IBM Corporation 19

Set personalized alerts Users can request an alert When a report is run When specific thresholds are met / exceeded 2011 IBM Corporation 20

What is Business Insight? Interactive, self-service workspace Assemble and share dashboards Assemble content for a personal or shared dashboard without IT intervention Arrange elements in an intuitive, WYSIWYG interface Interact with information for greater understanding Personalize the look and feel with easy formatting options Create calculations Select alternate visualizations Conduct further analysis in context Examine data lineage Share and collaborate on key information Add comments to clarify and question Search for existing content and begin authoring in context 2011 IBM Corporation 21

The Business Insight interface Canvas On-demand toolbar Content store/toolbox Canvas toolbar Widgets 2011 IBM Corporation 22

Using toolbars and menus The main toolbar Controls for dashboard-wide options Access content search On-demand menus control individual widget behavior and properties 2011 IBM Corporation 23

The widget menu: Interact with information Select alternate views and visualizations Filter, sort, calculate Drill up and down Group data Add commentary 2011 IBM Corporation 24

The widget menu: Communication and manipulation Set communication between widgets Filters, prompts and coordinated drilling Export content to other formats Access saved content outputs 2011 IBM Corporation 25

Demonstration: Business Insight 2011 IBM Corporation 26

Objectives Review Examined self-service capabilities for business users Explored the Cognos Connection web portal Assembled and customized content in the integrated BI workspace 2011 IBM Corporation 27

Agenda Overview of IBM Business Analytics and IBM Cognos 10 Business User Experience Overview and Lab Business User Authoring Overview and Lab Lunch Professional Authoring Overview and Lab Metadata Modeling Overview Architecture, Integration and Systems Management Overview Summary and Wrap Up 2011 IBM Corporation 28

Module Objectives Examine business user authoring Creating new content using Business Insight Advanced Combining data and visualizations Apply styles and formatting 2011 IBM Corporation 29

What is Business Insight Advanced? Web-based, drag and drop content authoring interface designed for business users Relational or dimensional data Multiple data layouts and visualizations Styles and formatting Format, layout, and distribution Incorporate external data Content can be run as standalone report or incorporated into Business Insight workspace Leveraged as starting point for further enhancement by professional authors as needed 2011 IBM Corporation 30

The Business Insight Advanced interface Package and Model Toolbar Presentation Toolbox Properties 2011 IBM Corporation 31

Data exploration and analysis capabilities Drag and drop data elements from metadata Easy but powerful data manipulation Summarization Grouping Calculations Member and Set Operations Exclude, move, replace, and create) Top/bottom count Unions Nesting Editing data set 2011 IBM Corporation 32

Key Concept: Working with dimensional data Unique concepts of dimensions, hierarchies, members Dimension (Products) Members (Product Line) Level (Product line) 2011 IBM Corporation 33

A wide range of chart types and visualizations Selecting an appropriate visualization allows users to quickly identify patterns and understand context Utilizes new charting engine in Cognos 10 2011 IBM Corporation 34

Expanded toolbox Query calculations Layout options Crosstab spacing Blocks Text items Page numbers Report production date and time 2011 IBM Corporation 35

Formatting and layout control Font Control and Alignment Table, Layout, and Border Controls Conditional Formatting Alignment Headers and Footers Object Properties (Chart, Crosstab, and Lists) 2011 IBM Corporation 36

Key Concept: Drop Zones and Nesting Crosstab edge cells have four drop zones: one on each side, one at the top of the cell, and one at the bottom of the cell. Use the crosstab drop zones to add data items as parents, peers, or children of other items in the crosstab. Add Sales Territory as a peer of Product line Add Sales Territory as a child of Product line 2011 IBM Corporation 37

High productivity features Styles Define appearance by category of object type Eye dropper Quickly copy and paste multiple formatting properties 2011 IBM Corporation 38

Leveraging external data Combine and correlate data from external sources with corporate data Need to combine financial targets and forecasts from spreadsheets with actuals Import a list of records to filter a report Import a lengthy list of customers, Claim IDs, or SKUs to filter reports Provide more flexibility for IT to allow the users to leverage all of their data Use as an alternative for off-requests to augment or create new datamarts Wizard-driven mapping process Capability that can be secured 2011 IBM Corporation 39

Solution Demonstration: Business Insight Advanced 2011 IBM Corporation 40

Easily extended by professional authors Professional authors can extend the content using Report Studio 2011 IBM Corporation 41

Objectives Review Examined business user authoring Created new content using Business Insight Advanced Combined data and visualizations Applied styles and formatting 2011 IBM Corporation 42

Module Objectives Examine professional report authoring Understand additional capabilities for professional authors Develop familiarity with extended interface components 2011 IBM Corporation 44

What is Report Studio? Web-based professional report authoring environment Create new reports or enhance content created by business users Provides fine-grain control over layout formatting and presentation for production ready formatting Additional capabilities for the professional author Extend reports with interactive maps and prompts Multiple logical pages for varied content Interactive tables of contents Create offline Active Reports Incorporate statistical analysis 2011 IBM Corporation 45

Explore Report Types Start from numerous pre-defined templates, or blank report 2011 IBM Corporation 46

The Report Studio interface Familiar but extended interface components Toolbars, insertable objects pane, properties window Explorer Bar 2011 IBM Corporation 47

Multi-Page Reports Multiple logical pages Charts, graphs, data from multiple sources Support book of business Summary Details Prompt pages 2011 IBM Corporation 48

The extended Insertable Objects pane Metadata tree view Extended toolbox view Data item view to access queries and query items Source Data Items Toolbox 2011 IBM Corporation 49

Extended list of fine grain properties Many additional properties for the professional author Property Property Setting Item Name Description 2011 IBM Corporation 50

Adding complex calculations Use sophisticated calculations to derive additional information Use Cognos functions or functions from underlying datasource 2011 IBM Corporation 51

Display Data Using Maps Report Studio provides a set of map files that you can use to create reports displaying data in a spatial context. 2011 IBM Corporation 52

Add a Background Image Enhance the appearance of reports by adding a background image. 2011 IBM Corporation 53

Enhance Reports Using Files and Links Add visual interest to a report by adding an HTML item such as a multimedia file to your report. Add a multi-media file for visual interest. Add a hyperlink so users can link to a related website. Provide further information about the link by placing it in a field set. 2011 IBM Corporation 54

Add a drill through link to another report Drill through allows linking from summary to detail with context passed to the detail report. 2011 IBM Corporation 55

Add parameters and prompts Parameters are placeholders that require a value to determine what data to report on. Prompts ask the user to provide the value for the parameter. 2011 IBM Corporation 56

Use system generated prompts Prompt type is automatically selected by data type 2011 IBM Corporation 57

Demonstration: Report Studio 2011 IBM Corporation 58

Additional reporting topics: Active Reports Active Reports are high-performance, interactive, stand-alone reports Allows users to interact with information when offline Can be highly formatted and 'burst' to deliver personalized data for each user Authored in Report Studio 2011 IBM Corporation 59

Additional reporting topics: Statistical analysis Embed statistical analysis directly in Report Studio Visualize statistical results to better identify patterns and outliers Examples: Control charts, histograms, Chi-square, correlation 2011 IBM Corporation 60

Summary Examined professional report authoring Understand additional capabilities for professional authors Developed familiarity with extended interface components 2011 IBM Corporation 61

Objectives In this module, we will: Discuss the role of business intelligence metadata Review the Framework Manager metadata modeling workflow Demonstrate the full modeling lifecycle Examine productivity-enhancing capabilities 2011 IBM Corporation 63

Why is Business Intelligence Metadata important? Provides an intuitive presentation of data to users Isolate users from back-end complexities Present federated view of heterogeneous sources Create filters and calculations for broad re-use Ensures consistency of results Define joins and calculations centrally Increases maintainabilty and manageability of BI content Identify usage of specific data items in content 2011 IBM Corporation 64

What is Framework Manager? A client tool that provides a graphical user interface used to model metadata Wizards to support common activities Features designed to support modeler productivity Cognos 10 uses the metadata model to create SQL for underlying datasource at request time 2011 IBM Corporation 65

Framework Manager Workflow Data Sources Create Create Project Project Import Metadata Content Store Model Metadata and Prepare the Business View Publish Create and Manage Packages Set Security Manage Project 2011 IBM Corporation 66

The Framework Manager Project When you work in Framework Manager, you work in a project. A project contains metadata objects (the model) organized for report authors according to the business model and rules. At the highest level, objects in a project include: a model namespaces data sources parameter maps packages 2011 IBM Corporation 67

Framework Manager Data Elements and Objects Within a project, data is defined and organized by the following elements: folder query subject query item relationship regular dimension measure dimension scope relationship 2011 IBM Corporation 68

Examine the Model Examine the model from the perspective of the report or ad hoc query author. 2011 IBM Corporation 69

Dimensional vs. Relational Modeling Dimensionally modeling relational data Dimensions, measures, hiearchies Converted to SQL for execution in RDBMS Enables OLAP capabilities Drill up / down Set operations Member functions Relational Model Dimensional Model 2011 IBM Corporation 70

Framework Manager Workflow OLAP Sources Create Create Project Project Import Metadata Content Store Model Metadata and Prepare the Business View Publish Create and Manage Packages Set Security Manage Project 2011 IBM Corporation 71

Productivity enhancement: Model Accelerator Easy-to-use modeling environment to simplify the creation of star schema models Help new modelers create new models in Framework Manager and provide a jump start to model development for seasoned modelers Leverage proven practices, optimization techniques, and reduce number of errors Provide better guidance through wizards, prompts, and auto-correct features Flexibility to further extend and augment models Compatibility with Framework Manager to build in and define more complex relationships 2011 IBM Corporation 72

Productivity enhancement: Model Advisor Enables users to apply proven Cognos modeling practices to optimize model creation Reduces the amount of time and effort to build high-quality models Launch Model Advisor from Framework Manager Generate a quick report highlighting recommended areas of optimization Pinpoint areas in the model where improvements can be made 2011 IBM Corporation 73

Objectives In this module, we: Discussed the role of business intelligence metadata Reviewed the Framework Manager metadata modeling workflow Demonstrated the full modeling lifecycle Examined productivity-enhancing capabilities 2011 IBM Corporation 74

Objectives In this module, we: Examine the Cognos 10 BI architecture Discuss integration points and methods Review systems management capabilities Discuss upgrading to Cognos 10 from previous versions 2011 IBM Corporation 76

IBM Cognos Performance Management Platform User Experience Access and Interactivity Universal Capabilities Business Modeling Common Business Model IT Tools Shared Set of Purpose-Built Services Content Cognos 10 Architecture Admin Upgrade Model Services API Content Security Metadata Presentation Service Query Service Scheduling Service Movement Service Event Service Cognos 8 Bus Dispatcher SOAP, XML System Content Metadata, Events Search Index, Audit Logs, System Metrics Streaming Service Security Service Calculation Service Optimized OLAP 64-bit in-memory High Performance Streaming Cache Shared Dimensions Personal Datasets Attachments, Annotations Initiatives, Metrics Plan & Report Saved Objects Open Data Access Access to All Data Message Sources Relational Sources Application Sources OLAP Sources Modern and Legacy Sources Infrastructure Fit Application & Web Servers Exploit existing infrastructure choices Integrated & optimized with IBM infrastructure Security Providers & Firewalls Data Integration & Data Quality Tools Platforms & Databases 2011 IBM Corporation 77

Complete user enablement User Experience Access and Interactivity Universal Capabilities Business Modeling 2011 IBM Corporation 78

Cognos 8 Proven to scale predictably Testing demonstrated Cognos BI scales linearly to large user groups Average Response Time (seconds) User Scalability 60 50 40 30 20 10 0-20,000 40,000 60,000 80,000 100,000 120,000 Number of Users Testing was conducted on up to 80,000 users As hardware capacity increased, scaling efficiency = 85% As users and hardware were increased, response times remained exceptionally stable, within a range of 2%. 2011 IBM Corporation 79

Cognos 10 Introduces Dynamic Query Mode Improves query performance for analyst users Leverage optimization techniques to improve query performance Reuse result sets from queries for performance against commonly requested information Allow users to leverage previously run queries and retrieve data without continually re-planning and requerying a data source Optimized Query Generation Security-aware Self-learning cache More easily track, troubleshoot, and identify exactly what is causing performance issues with queries Identify where the specific bottlenecks are with queries to identify where to optimize Query Visualization and Cache Maintenance 2011 IBM Corporation 80

IBM Cognos 10 performance with in-memory processing IBM Cognos platform provides faster answers to business problems with inmemory patented technology 64-bit In-memory optimized query generation with pattern intelligence to improve performance against complex heterogeneous data In-memory calculations and aggregate operations for faster results 64 bit cache facilities with 'in-memory' optimizations- hierarchies, members, facts, calculations and prompts for improved report performance Dynamic Query initial conformance is SAP BW, TM1, Essbase. IT Tools Query Visualization Message Sources OLAP Adapters TM1 Cubing Services PowerCube Common Business Model Query Service with Dynamic Query Capabilities Cache Relational Sources Hybrid Open Data Access SAP BW MSAS Essbase Application Sources DB2 Informix Oracle OLAP Sources 20+ New Patents Logs Relational Adapters Teradata SQLServer ODBC JDBC Modern and Legacy Sources 2011 IBM Corporation 81

Now with Cognos 10: Ad-hoc analysis of real-time information Instantly view the information needed to monitor your business and make daily or hourly decisions View in context with other BI information directly in Business Insight Automatically alert the right people Determine the root cause of an issue Drill down and filter information so you have exactly what you need 2011 IBM Corporation 82

IBM Cognos 10 Real-Time BI Architecture IBM Cognos 10 BI Scorecard, Dashboard, Reports, Portal, Mobile Operational Dashboard IBM Cognos RTM Common Business Model IT Tools Services API Warehouses Shared Set of (Relational Purpose-Built & OLAP) Services Business Content Real-time OLAP cube Real-time Monitoring Alerts BPM Execution Modern and Legacy Sources Open Data Access Cognos 10 Architecture Application Sources OLAP Sources Relational Sources Aggregated real-time data persistence Historical & Master Data Message Sources, Streams Operational Event Data 2011 IBM Corporation 83

System Management: Administration and Monitoring Web-based administration for the entire solution Extensive set of system metrics to assist with management Ability to define custom thresholds and log violations into audit 2011 IBM Corporation 84

System Management: Audit Capabilities Multiple levels of audit information provided Independent of access method (i.e. Web, Mobile, Office, SDK) From high-level system utilization data to request level logging Includes data on report execution, access to saved report outputs, making changes to reports, ad-hoc access and analysis, prompt selections, etc. At the highest level includes complete request SQL / MDX Out of the box tools to consume audit information Metadata model that publishes the audit schema Over 20 reports against audit data Partner offerings to expand the initial set 2011 IBM Corporation 85

Upgrading to Cognos 10, seamlessly Upgrade first, then leverage new features Use Lifecycle Manager to validate in each environment Accept desired results Move business users into Cognos 10 C O G N O S Leverage new features in Cognos 10 (e.g. Dynamic Query, etc) C O G N O S Use Lifecycle Manager to validate results with new features Accept desired results Promote reports to production C O G N O S 2011 IBM Corporation 86

Reduce costs and mitigate risks of upgrading Understand and quantify the size and risks of upgrades Small window for upgrades and need to be able to access the size and scope of the upgrade and how many key reports upgrade Automate common upgrade and testing steps More easily compare report outputs and response times from one version to another Stage the upgrade process and provide users with a more seamless experience through an upgrade Want to a new version in phases without a disruptive impact on entire user community Lifecycle Manager to measure any upgrade risks with a sampling of reports Lifecycle Manager to compare report outputs and benchmark run times Multi-version coexistence to access two versions through same portal 2011 IBM Corporation 87

LifeCycle Manager Workflow Steps 1. Configure Lifecycle Manager to point to C8 and C10 servers 1. Identify source and target reports to validate and execute 1. Compare outputs and apply comments 1. View task summary 2011 IBM Corporation 88

Lifecycle Manager Supported Environments Windows only tool Supports the following source to target environments: IBM ReportNet 1.1 MR3 or MR4 to IBM Cognos 8.2, 8.3, 8.4, or 10.1 IBM Cognos 8.2 to IBM Cognos 8.2, 8.3, 8.4, or 10.1 IBM Cognos 8.3 to IBM Cognos 8.3.x, 8.4, or 10.1 IBM Cognos 8.4 to IBM Cognos 8.4.x or 10.1 Source and target operating systems Window Any flavor of Unix 2011 IBM Corporation 89

Collaborating with others Lotus Connections Integration with Activities View or start a new Activity directly from Business Insight Link to Business Insight Dashboard from Connections Single sign-on between Business Insight and Lotus Connections Visual indicators to denote updates in Activities Ability to search for Activities from Business Insight Filter activities based on dashboard 2011 IBM Corporation 90

Objectives review In this module, we: Examined the Cognos 10 BI architecture Discussed integration points and methods Reviewed systems monitoring capabilities Discussed upgrading to Cognos 10 from previous versions 2011 IBM Corporation 91

TM1 Workshop Bobbi Slater, CMA - IBM 2011 IBM Corporation 92

Agenda IBM Cognos solutions overview Performance Management Financial Performance Management Introduction to IBM Cognos TM1 Understanding OLAP Hands On Workshop Create dimensions Create cube Load data Create rules Create end user templates Create a contributor budget model 2011 IBM Corporation 93

94 Business Analytics delivers insights to drive better outcomes Better Outcomes Smarter Decisions Actionable Insights Trusted Information 2011 IBM Corporation 94

Actionable How are Insights we doing? to Answer Key Questions 95 MARKETING FINANCE SALES How are we doing? Why? HR What should we be doing? OPERATIONS CUSTOMER SERVICE IT REVENUE MANAGEMENT 2011 IBM Corporation 95

How are we doing Measuring and monitoring reports such as Scorecarding and Dashboarding helps answer the question How are we doing? 2011 IBM Corporation 96

Why is it happening? Analysis reports such as Trends and Variance with drill through helps answers the question Why? 2011 IBM Corporation 97

What should we be doing? Knowing How are we doing and Why allows businesses to answer the question What should we be doing? 2011 IBM Corporation 98

FINANCIAL PERFORMANCE MANAGEMENT The IBM Cognos vision for financial performance management focuses on the relationship between three critical processes in the Office of Finance: Close, consolidate, and report How are we doing? (Controller, FSR) Analyze and optimize Why? (TM1) Plan, forecast, and control What should we be doing? (TM1) Finance organizations around the world face the same challenges. They struggle to drive growth and performance while simultaneously ensuring compliance with a myriad of legal, tax, and accounting requirements. Financial performance management solutions from IBM Cognos give Finance the tools to win the struggle. 2011 IBM Corporation 99

INTRODUCTION TO IBM COGNOS TM1 WORKSHOP OVERVIEW This workshop provides an introduction to Cognos TM1. You should be able to work through the workshop in less than a half of a working day. During this time, you will become familiar with the key Cognos TM1 concepts. This workshop uses a simple, generic example so we can focus on the functionality of TM1. Please feel free to ask questions about how the material covered in the workshop can be applied to your business processes. Intended Audience With TM1, there are four roles (to match the roles in the planning process): Administrator manages the technical deployment of applications (e.g. security) Modeler designs and builds models, maps data flow and applies business logic Contributor views reports and may input data into templates Explorer views reports and presentations (e.g. Executives) This workshop is designed for the Modeler. 2011 IBM Corporation 100

UNDERSTANDING OLAP AND MULTIDIMENSIONALITY What is OLAP? On-Line Analytical Processing (OLAP) is a category of software tools that provide analysis of data stored in a database OLAP tools enable users to analyze different dimensions of multidimensional data. For example, it provides time series views. With OLAP, data is stored in cubes, which are made of two or more dimensions. Each dimension has a hierarchical structure. OLAP tools are very efficient at handling multidimensional data and performing aggregations or roll-ups. Due to their multidimensional capabilities, OLAP tools are perfect for analyzing business models. With TM1, you can create multidimensional databases that provide business and finance instant meaning from complex, dynamic business models. 2011 IBM Corporation 101

UNDERSTANDING OLAP AND MULTIDIMENSIONALITY To better understand multidimensionality, consider the example of the Vice President of Sales for a retail company who wants to analyze product sales across a retail chain that operates in the United States and Canada. Each retail store records the unit sales, dollar sales, and discounts for the durable consumer products. The sales are analyzed by product, scenario (actual versus budget), region, measures (units, dollar sales, and discounts), and week. Using spreadsheets (2 dimensional view), the report may look something like this for Week 1: 2011 IBM Corporation 102

UNDERSTANDING OLAP AND MULTIDIMENSIONALITY Now try adding a third dimensional perspective like time (e.g. Week 2 and YTD). Using spreadsheets, we can simply copy our template to create views for various points in time and link our spreadsheets to create a YTD view. This works well for the limited amount of analysis being done here, however laying out dimensional data in this way would become cumbersome as the number of dimensions being examined increased and as the number of items in each of the dimensions increased. 2011 IBM Corporation 103

UNDERSTANDING OLAP AND MULTIDIMENSIONALITY TM1 OLAP Solution TM1 is an OLAP tool with: Powerful database engine (TM1 Server) Familiar user interface Excel add-on Web browser In the VP Sales Report example, what we have identified is a five-dimensional model. The dimensions identify how the data is organized or how the types of data are tracked. In TM1, the sales analysis can reside in one or more multidimensional structures called cubes. A collection of cubes forms a database. Each data point in a cube is identified by one element in each dimension of the cube; for example, actual dollar sales of dryers during the second week of January in the Boston store. With TM1, the user can analyze different dimensions of multidimensional data, like time, without the redundancies and reconfigurations associated with spreadsheets. 2011 IBM Corporation 104

TM1 Technology 2011 IBM Corporation 105

Workshop What You Will Build in this Workshop We will be building an expense account budget template for end user interaction. We use all the basic components of TM1 during this exercise. The expense template will contain four dimensions and one cube. You will learn more about these terms as you go through the workshop. VM Log On ID: Administrator Password: cognos Conventions Used in this Workshop Bold Text (Blue) is used for user input. Beginning the Workshop Before you can begin this workshop, make sure the TM1 Server called workshop is running on your machine. It should be minimized in the lower left corner of your screen. The exercises are all contained in the workbook and the instructor will also demonstrate the exercises 2011 IBM Corporation 106

Copyright IBM Corporation 2010 All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Cognos, the Cognos logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. 2011 IBM Corporation 107

Important Disclaimer THE INFORMATION CONTAINED IN THIS PRESENTATION IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY. WHILE EFFORTS WERE MADE TO VERIFY THE COMPLETENESS AND ACCURACY OF THE INFORMATION CONTAINED IN THIS PRESENTATION, IT IS PROVIDED AS IS, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. IN ADDITION, THIS INFORMATION IS BASED ON IBM S CURRENT PRODUCT PLANS AND STRATEGY, WHICH ARE SUBJECT TO CHANGE BY IBM WITHOUT NOTICE. IBM SHALL NOT BE RESPONSIBLE FOR ANY DAMAGES ARISING OUT OF THE USE OF, OR OTHERWISE RELATED TO, THIS PRESENTATION OR ANY OTHER DOCUMENTATION. NOTHING CONTAINED IN THIS PRESENTATION IS INTENDED TO, OR SHALL HAVE THE EFFECT OF: CREATING ANY WARRANTY OR REPRESENTATION FROM IBM (OR ITS AFFILIATES OR ITS OR THEIR SUPPLIERS AND/OR LICENSORS); OR ALTERING THE TERMS AND CONDITIONS OF THE APPLICABLE LICENSE AGREEMENT GOVERNING THE USE OF IBM SOFTWARE. 2011 IBM Corporation 108