Sign in  |  Register
Advanced search
Publication Cover

CITATION

Oehler, Karsten; Gruenes, Jochen; and Ilacqua, Christopher. IBM Cognos TM1 The Official Guide. US: McGraw-Hill Osborne Media, 2012.

IBM Cognos TM1 The Official Guide

Authors: Karsten Oehler, Jochen Gruenes and Christopher Ilacqua

Published:  February 2012

eISBN: 9780071765701 0071765700 | ISBN: 9780071765695
Open eBook
  • IBM® Cognos® TM1 The Official Guide
  • About the Authors
  • About the Technical Editor
  • Contents at a Glance
  • Contents
  • Foreword
  • Analytics and the Functional Model
  • Other Requirements of the Functional Model
  • Acknowledgments
  • Preface
  • Why We Wrote This Book
  • Who This Book Is For
  • Part I: Introduction
  • Chapter 1: Challenges to Meeting Enterprise Performance Management Requirements
  • Increased Forecasting and Budget Cycles
  • Long Planning Cycles
  • Disconnected Operational and Financial Plans
  • Spreadsheet-Based Plans
  • Lack of Ownership and Accountability
  • Lack of Control, Transparency, and Governance
  • Rise of Scenario Analytics
  • Explore and Test “What If” Scenarios
  • Reduce Risk and Create Contingency Plans
  • Formulate Growth Strategies
  • Profitability Analysis
  • Challenges with Profitability Analytics
  • Heightened ERP Requirements
  • Rising Demands on Data Warehouses
  • Data Warehouse Challenges
  • Two-Tiered Data Warehousing
  • Key Software Requirements
  • Basic Features
  • Special Features
  • Reporting Features
  • Dimensional Control
  • Summary
  • Chapter 2: The Promise of In-Memory Analytics with IBM Cognos TM1
  • In-Memory Analytics with Cognos TM1
  • Basic Features
  • Special Features
  • Reporting Features
  • Dimensional Control Features
  • Enterprise Planning
  • First Command
  • Business Challenges
  • Benefits Realized
  • Eraring Energy
  • Business Challenges
  • Strategy
  • Benefits Realized
  • Scenario Analytics
  • Sun World
  • Business Challenges
  • Benefits Realized
  • British Arab Commercial Bank (BACB)
  • Business Challenge
  • Benefits Realized
  • Extending Your ERP Solution
  • Mitsubishi
  • Business Challenges
  • Benefits Realized
  • DHL Global
  • Business Challenges
  • Business Value
  • Benefits Realized
  • Extending Your Data Warehouse
  • Impregilo
  • Business Challenge
  • Benefits Realized
  • Giant Tiger
  • Business Challenge
  • Benefits Realized
  • Summary
  • Chapter 3: Evolution of IBM Cognos TM1
  • TM1 Architecture
  • Compressed Data Storage and Data Explosion
  • Sparsity Handling
  • Multicube Architecture
  • Enterprise Deployment and Scalability
  • Cognos TM1 Server
  • Dimensions
  • Cubes
  • Cognos TM1 Rules
  • Applications Folders
  • Processes
  • Chores
  • Cognos TM1 Clients
  • Cognos TM1 Administration
  • Cognos TM1 Architect
  • Cognos Performance Modeler
  • Cognos TM1 Operations Console
  • Excel-Based Solutions
  • Cognos TM1 Perspectives
  • Cognos TM1 Web
  • Cognos TM1 Workflow
  • Desktop Workspace
  • Managed Contribution
  • Enterprise Portal
  • Cognos Business Insight TM1 Widget
  • Summary
  • Part II: Develop and Manage Cognos TM1 Solutions
  • Chapter 4: The T of Cognos TM1
  • The Cognos TM1 Server
  • Cognos TM1 Clients
  • Data Sources
  • Cognos BI Integration
  • Summary
  • Chapter 5: Cognos TM1 Building Blocks: Cubes, Dimensions, Elements
  • Dimensions
  • Static Subsets
  • Dynamic Subsets
  • Cubes
  • Views
  • Cognos TM1 Inside: Control Objects and Security
  • Cognos TM1 Inside: Cube and Dimension Attributes
  • Summary
  • Chapter 6: Building Business Logic: Rules
  • The Principles of Calculation
  • Understanding Consolidations
  • Understanding Rules Calculation
  • Comparing Rules to Excel Formulas
  • Following the Flow of Calculations
  • Understanding the Flow in an Example
  • Validating Calculation with the Rules Tracer
  • Cooperation of Consolidation and Rules
  • Who's Afraid of Feeders?
  • Conditional Feeders
  • Checking Overfeeding
  • Further Thoughts about Rules
  • Using the DB Function
  • Lifetime of a Feeder Flag
  • C Elements in Feeder Statements
  • Check and Trace Feeders
  • Feeding a Populated Cell
  • Persistent Feeders
  • Summary
  • Chapter 7: Cognos TM1 Building Blocks: TurboIntegrator
  • Automating Cognos TM1 Models with TurboIntegrator
  • Data Source
  • Variables
  • Mapping
  • Advanced (the Script)
  • Principles of Running a Process
  • Starting a TurboIntegrator Process
  • Executing a TurboIntegrator Process
  • Using Cognos TM1 TurboIntegrator Processes as Building Blocks
  • ODBO, SAP, and IBM Cognos Package
  • ODBO
  • IBM Cognos Package
  • SAP
  • Implement Business Logic and Workflow with TurboIntegrator Processes
  • Export Data
  • Summary
  • Chapter 8: Deploying Cognos TM1 Solutions via Microsoft Excel
  • Cognos TM1 Perspectives
  • Classic Slice to Microsoft Excel
  • Active Forms
  • How Active Forms Work
  • Using Charts with Active Forms
  • Cognos TM1 Web
  • Delivering Components to a User’s Desktop
  • Creating a Guided Web Application
  • Building a Common Framework
  • Naming Conventions
  • Standard Attributes
  • Sequences of Dimensions
  • Handling Messages
  • Server-Side Messages
  • Client-Side Messages
  • Templates for Excel Sheets/Websheets
  • Summary
  • Chapter 9: Enhancing the User Experience
  • Cognos TM1 Performance Modeler
  • Model Design
  • Defining Model Dimensions
  • Building Cubes
  • Building Links
  • Creating Rules and Processes
  • Defining Cognos TM1 Model Security
  • Application Design
  • Application Properties
  • Cognos Insight
  • Application Development with Business Insight
  • Summary
  • Chapter 10: Under the Hood
  • Cognos TM1 Caching
  • “Stargate” or View Caching
  • Cube Dependency
  • Cognos TM1 Versions 10.1 and Higher
  • Cognos TM1 Versions 9.5.2 FP1 and Earlier
  • Garbage Collection
  • Understanding Object Locking
  • Parallel Interaction
  • Cognos TM1 Transactions and Locking
  • Chore Transaction
  • Regarding Cache and Locks
  • Locks and Cube Dependency
  • Dynamic Subsets in Older Versions
  • Summary
  • Chapter 11: Data Loading and Scaling
  • Loading Metadata and Data
  • Parallel Loading
  • Loading from a Relational Database
  • Loading from Files
  • How to Do the Segmentation
  • How to Run Concurrent TurboIntegrator Processes
  • Using BatchUpdate with Cognos TM1 9.5.1 and Lower
  • Using Parallel Interaction with Cognos TM1 9.5.2 and Higher
  • Serial Loading
  • Bulk Load Mode
  • Using Semaphores
  • Scaling the Application
  • Large Cubes and Complex Calculations
  • Precalculation of Consolidated Values
  • Report Partitions
  • Logical Partitions
  • Separation of Planning Data and Report Data
  • Logical Separation by Organizational Structures
  • Combination of Separation by Organizational Structures and Separation by Planning and Reporting
  • Partitions by Cognos TM1 Servers
  • Summary
  • Chapter 12: User Scaling
  • Spreading Users over Multiple Server Machines
  • Avoiding Contention Issues
  • Using Parallel Interaction
  • Scaling the Model
  • Using Sandboxes
  • Distributed Clients
  • Summary
  • Chapter 13: Cognos TM1 Server in Production
  • Security
  • Authorization
  • Data Reservation
  • Authentication
  • Backup and Reliability
  • Backup
  • Reliability
  • Sizing
  • Calculation Criteria
  • Forecasting the Number of Concurrent Users
  • Forecasting the Number of CPU Cores
  • Forecasting the Amount of Memory for Concurrent Users
  • Forecasting the Amount of Memory for the Cognos TM1 Model
  • Memory Consumption by Objects
  • Memory Consumption in Cubes
  • Memory Consumption for Stored Calculations
  • Considerations for 64-Bit Systems
  • Forecasting the Amount of Hard Disk Space
  • Cognos TM1 Web Server
  • Network Considerations
  • General Sizing Recommendations
  • Monitoring and Logging
  • Cognos TM1 Logging
  • Audit Log
  • Cognos TM1 Server Message Log
  • Cognos TM1 Admin Server Log
  • Cognos TM1 Web Logs
  • Cognos TM1 Client Logs
  • Performance Monitor
  • Cognos TM1 Performance Counters
  • Sharing Cognos TM1 Models Between Environments
  • Transport by File Copy
  • Transport by Replication
  • Transport with Performance Modeler
  • Mixing Transport Methods
  • Summary
  • Part III: Business Solutions with IBM Cognos TM1
  • Chapter 14: Business Modeling with Cognos TM1
  • Complexity and Dynamics
  • Build or Buy
  • Potential Limitations of Business Modeling with Cognos TM1
  • Modeling Principles
  • What to Expect in the Following Chapters
  • Chapter 15: Sales and Profitability Analysis
  • Cognos TM1 for Sales and Profitability Analysis
  • A Simple Multidimensional Model
  • Calculating Variances
  • Stepwise Fixed Costs Assignment
  • Multidimensional Cost Assignment
  • Filter Dimensions vs. Dynamic Aggregation
  • ABC Analyses
  • Summary
  • Chapter 16: Budgeting
  • The Business Challenge
  • Top-Down versus Bottom-Up Budgeting
  • Improve Data Quality with Validation
  • Working with Line Item Detail
  • Reducing Budgeting Effort with Seasonal Factors
  • New Elements During the Budget Process
  • Investment Planning
  • Create Your Own Workflow
  • A Planning Calendar with E-mail Notification
  • Summary
  • Chapter 17: Costing
  • The Business Challenge
  • Costing Is Simple
  • Start with Allocations
  • A Generic Allocations Approach
  • Differentiate Cost Allocation with Cost Vectors
  • Allocation with Cycles
  • Using Linear Algebra
  • Dynamic Budgeting: Splitting Costs into Fixed and Variable Parts
  • Activity-Based Costing
  • Coordination Process
  • From Costing to Multidimensional Profitability Analysis
  • Summary
  • Chapter 18: Production Planning and Costing Analysis
  • The Business Challenge
  • How Cognos TM1 Can Help
  • Bill of Materials (BOM) Explosion
  • Cost Calculation
  • Building a Bill of Material Structure
  • Working with Lead Times
  • Routing and Capacity Planning
  • Product Calculation with BOM and Routing
  • Production Costing
  • Inventory Valuation
  • Top-Down-Oriented Target Costing
  • Summary
  • Chapter 19: Profit and Cash Flow Planning
  • The Business Challenge
  • How TM1 Can Help
  • Integrated Profit, Asset, and Cash Planning
  • Working with Payment Terms
  • Working with DSOs and Factoring
  • Financing
  • Interest Iteration
  • Summary
  • Chapter 20: Driver-Based Planning with Rolling Forecast
  • Modeling a Rolling Forecast
  • The Process of Rolling Forecasting/Planning
  • Rolling Forecast with TM1: Linking Year-Based and Dynamic Models
  • Forecasting with Dynamic Horizons
  • Advanced Topics: Trends and Other Statistics
  • Measuring Forecast Accuracy
  • Summary
  • Chapter 21: Multiyear Scenario Planning
  • A Base Cube
  • Value-Based Calculation
  • Working with Strategic Projects across Multiple Years
  • Linking Projects with the Company View
  • Copy versus Reference
  • Goal Seeking with TM1
  • Summary
  • Chapter 22: KPIs, Dashboards, and Balanced Scorecards
  • The Business Problem
  • How Cognos TM1 Can Help
  • KPI Calculations
  • Objectives, Measures, and Activities
  • Variances and Aggregation
  • Model Cause-and-Effect Diagram
  • Activity Control
  • Summary
  • Chapter 23: Group Performance Management
  • An Overall Group Performance Management Architecture
  • Currency Conversion
  • Account Mapping
  • Complex Structure Mapping
  • Organization by Period
  • Elimination
  • Stepwise Intercompany Elimination
  • Working with Elimination Differences
  • Proportional Consolidation
  • Intercompany Matching on the Document Level
  • Margin Calculation in Groups
  • Summary
  • Chapter 24: Risk Management
  • The Business Problem
  • Cognos TM1 Can Help
  • Working with Warning Indicators
  • Mitigating Risk
  • Using Risk Portfolios with TM1 Web
  • Maintaining Risks with Time-Based Attributes
  • Creating New Risks with Automatic Key Generation
  • Reporting Risk
  • Aggregating Risk with Monte Carlo Simulation
  • Working with Correlations
  • Summary
  • Index