IBM Planning AnalyticsVersion 2 Release 0

IBM Cognos TM1 Performance Modeler

IBM

Note

Before you use this information and the product it supports, read the information in Notices on page215.

Product Information

This document applies to IBM Planning Analytics Version 2.0 and might also apply to subsequent releases.

Licensed Materials - Property of IBM

Last updated: 2017-10-30 Copyright International Business Machines Corporation 2012, 2017.US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract withIBM Corp.

Contents

Introduction......................................................................................................... ix

Chapter 1. Getting started with Cognos TM1 Performance Modeler......................... 1Logging on to Cognos TM1 Applications......................................................................................................2Starting Cognos TM1 Performance Modeler from TM1 Applications......................................................... 2Starting Cognos TM1 Performance Modeler from the Windows Start menu or desktop shortcut............ 2

Connecting directly to a TM1 server...................................................................................................... 3Organizing your content using folders.........................................................................................................3

Creating folders...................................................................................................................................... 4Viewing control objects.......................................................................................................................... 4Viewing object details............................................................................................................................ 4

Model design................................................................................................................................................ 6Filter and search for objects in the Model Design view ........................................................................ 6

Application design........................................................................................................................................7

Chapter 2. Importing data......................................................................................9How Cognos TM1 Performance Modeler maps the data............................................................................ 9

Import data sources............................................................................................................................... 9Importing data using Guided Import........................................................................................................ 10

Selecting advanced import options..................................................................................................... 12Importing data from a relational data source........................................................................................... 16

Chapter 3. Creating and formatting dimensions.................................................... 19Creating new dimensions.......................................................................................................................... 19

Creating calculation dimensions..........................................................................................................20Creating time dimensions.................................................................................................................... 23Creating versions dimensions.............................................................................................................. 25Creating hierarchy dimensions............................................................................................................ 25Creating generic dimensions................................................................................................................26Changing the dimension type...............................................................................................................26

Editing dimensions.....................................................................................................................................27Creating a numeric attribute................................................................................................................ 27Creating a text attribute....................................................................................................................... 27Creating an alias attribute in a dimension........................................................................................... 27Editing the dimension display options.................................................................................................28Adding a single member to a dimension............................................................................................. 28Adding multiple members to a dimension...........................................................................................29Removing a member from a consolidation..........................................................................................29Searching in large dimensions............................................................................................................. 29

Formatting members................................................................................................................................. 30Formatting a member...........................................................................................................................30Custom formats.................................................................................................................................... 30

Creating subsets........................................................................................................................................ 31Creating dynamic subsets....................................................................................................................33Using a filter in a subset....................................................................................................................... 33Creating pick lists................................................................................................................................. 34

Chapter 4. Creating cubes ................................................................................... 37Creating a cube using dimensions.............................................................................................................39

Dropping dimensions on a new cube...................................................................................................39Using the keyboard to add dimensions............................................................................................... 39

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Adding dimensions to an existing cube.....................................................................................................40Removing dimensions from the cube........................................................................................................40Changing the order of dimensions.............................................................................................................41Viewing the rules of a cube........................................................................................................................41

Creating a rules object......................................................................................................................... 42Defining a cube view.................................................................................................................................. 43

Designing views for reviewers or contributors.................................................................................... 43Creating a new cube view.....................................................................................................................44Expanding and collapsing consolidations............................................................................................44Pivoting dimensions............................................................................................................................. 45Hiding members................................................................................................................................... 45Defining a view based on subsets and selected members................................................................. 45Editing a working subset from a view.................................................................................................. 46Changing the working subset of a view............................................................................................... 46Spreading data in a cube view............................................................................................................. 47

Cube calculations.......................................................................................................................................48Creating a cube calculation..................................................................................................................49Creating a cube calculation that references data from other cubes.................................................. 51Creating a cube calculation in a security control cube........................................................................53Modifying the context of a cube calculation.......................................