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Gustav Zhuravlev
Gustav Zhuravlev

The Ultimate IBM Cognos TM1 Tutorial for Beginners


IBM Cognos TM1 Cookbook: A Comprehensive Guide to Mastering the Power of IBM Cognos TM1




If you are looking for a way to streamline your business planning, budgeting, forecasting, and analysis processes, you might want to consider IBM Cognos TM1. IBM Cognos TM1 is a powerful, multidimensional, in-memory OLAP (online analytical processing) engine that enables you to create and manage sophisticated applications that can handle complex business scenarios. In this article, we will give you an overview of what IBM Cognos TM1 is, why you should use it, and what you can do with it. We will also show you how to get started with installing, configuring, creating, and managing your own IBM Cognos TM1 applications. Finally, we will introduce you to some advanced features and techniques that can help you enhance and extend your IBM Cognos TM1 functionality.




IBM Cognos TM1 Cookbook.pdf



Introduction




What is IBM Cognos TM1?




IBM Cognos TM1 is a software product that belongs to the IBM Business Analytics portfolio. It is an enterprise planning software that provides a fast, flexible, and scalable platform for developing and deploying customized planning and analysis applications. IBM Cognos TM1 leverages an in-memory OLAP engine that can store and manipulate large volumes of multidimensional data in real time. This allows you to perform complex calculations, scenarios, simulations, and what-if analyses on the fly, without relying on pre-aggregated data or external databases. IBM Cognos TM1 also supports a distributed architecture that can scale up or down to meet your changing business needs.


Why use IBM Cognos TM1?




IBM Cognos TM1 can help you improve your business performance by enabling you to:


  • Align your strategic goals with your operational plans and budgets



  • Collaborate across teams and departments to create integrated plans and forecasts



  • Adapt quickly to changing market conditions and business requirements



  • Analyze data from multiple sources and perspectives



  • Optimize your resource allocation and profitability



  • Monitor and measure your progress and performance against your targets



  • Report and communicate your results effectively



What can you do with IBM Cognos TM1?




With IBM Cognos TM1, you can create and manage various types of applications that can support different business functions and processes. Some examples of these applications are:


  • Financial planning, budgeting, forecasting, and consolidation



  • Sales performance management



  • Workforce planning



  • Supply chain optimization



  • Risk management



  • Customer analytics



  • Product profitability analysis



  • And more...



Getting Started with IBM Cognos TM1




Installing and Configuring IBM Cognos TM1




To start using IBM Cognos TM1, you need to install and configure the following components:


  • IBM Cognos TM1 Server: This is the core component that hosts the in-memory OLAP engine and the applications that you create and manage. You can install one or more IBM Cognos TM1 servers on different machines, depending on your system requirements and network configuration.



  • IBM Cognos TM1 Client: This is the component that allows you to access and interact with the IBM Cognos TM1 server and applications. There are different types of IBM Cognos TM1 clients, such as:



  • IBM Cognos TM1 Architect: This is a Windows-based client that provides a graphical user interface (GUI) for designing, developing, and administering IBM Cognos TM1 applications.



  • IBM Cognos TM1 Perspectives: This is an Excel-based client that allows you to use the familiar spreadsheet environment to create and manipulate data, views, reports, and charts in IBM Cognos TM1 applications.



  • IBM Cognos TM1 Web: This is a web-based client that enables you to access and use IBM Cognos TM1 applications through a web browser.



  • IBM Cognos TM1 Applications: This is a web-based client that allows you to create and use customized web applications that are based on IBM Cognos TM1 data and functionality.



  • IBM Cognos Insight: This is a desktop client that allows you to create and use personal or workgroup applications that can be integrated with IBM Cognos TM1 applications.



  • IBM Cognos TM1 Admin Server: This is an optional component that provides centralized administration and monitoring of multiple IBM Cognos TM1 servers and applications.



To install and configure these components, you need to follow the steps outlined in the IBM Cognos TM1 Installation and Configuration Guide, which can be found here.


Creating and Managing Dimensions and Cubes




The basic building blocks of any IBM Cognos TM1 application are dimensions and cubes. A dimension is a collection of related elements that represent a business entity or attribute, such as products, customers, regions, accounts, time periods, etc. A cube is a multidimensional data structure that consists of one or more dimensions and stores the numerical data or measures that you want to analyze, such as sales, costs, profits, headcount, etc.


To create and manage dimensions and cubes, you can use either IBM Cognos TM1 Architect or IBM Cognos TM1 Perspectives. Both clients provide a GUI for creating dimensions and cubes manually or by importing them from external sources, such as Excel files, text files, relational databases, etc. You can also edit, delete, rename, copy, or move dimensions and cubes using these clients. Additionally, you can use TurboIntegrator processes to automate the creation and maintenance of dimensions and cubes, which we will discuss later in this article.


Loading and Transforming Data




Once you have created your dimensions and cubes, you need to load data into them from various sources. You can load data into IBM Cognos TM1 cubes using different methods, such as:


  • Manual data entry: You can enter data directly into cells or forms in IBM Cognos TM1 Perspectives or IBM Cognos TM1 Web.



  • Data spreading: You can use data spreading techniques to distribute values across multiple cells based on predefined rules or formulas in IBM Cognos TM1 Perspectives or IBM Cognos TM1 Web.



  • Data import: You can import data from external sources, such as Excel files, text files, relational databases, etc., using the import wizard in IBM Cognos TM1 Architect or IBM Cognos TM1 Perspectives.



  • TurboIntegrator processes: You can use TurboIntegrator processes to load data from various sources using scripts that define the source, destination, mapping, transformation, validation, and logging of the data loading process.



You can also transform data in IBM Cognos TM1 cubes using different methods, such as:


  • Data calculation: You can use data calculation techniques to perform arithmetic operations on cell values based on predefined rules or formulas in IBM Cognos TM1 Perspectives or IBM Cognos TM1 Web.



or formulas in IBM Cognos TM1 Perspectives or IBM Cognos TM1 Web.


  • Data allocation: You can use data allocation techniques to distribute cell values across multiple cells based on predefined rules or formulas in IBM Cognos TM1 Perspectives or IBM Cognos TM1 Web.



  • Rules and feeders: You can use rules and feeders to define complex calculations and data dependencies between cells in IBM Cognos TM1 cubes using a scripting language.



Building and Customizing Applications with IBM Cognos TM1




Designing and Developing Rules and Feeders




Rules and feeders are powerful features of IBM Cognos TM1 that allow you to define complex calculations and data dependencies between cells in IBM Cognos TM1 cubes. Rules are scripts that specify how to calculate the values of certain cells based on the values of other cells, constants, or functions. Feeders are scripts that specify which cells need to be updated when the values of certain cells change. Rules and feeders can help you automate and optimize your data calculation and transformation processes, as well as improve the performance and accuracy of your IBM Cognos TM1 applications.


To design and develop rules and feeders, you can use either IBM Cognos TM1 Architect or IBM Cognos TM1 Perspectives. Both clients provide a GUI for creating, editing, testing, and debugging rules and feeders using a scripting language that is similar to Excel formulas. You can also use TurboIntegrator processes to create and update rules and feeders programmatically.


Creating and Using TurboIntegrator Processes




TurboIntegrator is a scripting tool that allows you to create and execute processes that can perform various tasks in IBM Cognos TM1, such as:


  • Loading data from various sources into IBM Cognos TM1 cubes



  • Creating and updating dimensions and cubes



  • Creating and updating rules and feeders



  • Performing data manipulation and transformation



  • Executing external commands or programs



  • Sending emails or notifications



  • And more...



To create and use TurboIntegrator processes, you can use either IBM Cognos TM1 Architect or IBM Cognos TM1 Perspectives. Both clients provide a GUI for creating, editing, testing, and running TurboIntegrator processes using a scripting language that is similar to BASIC. You can also schedule TurboIntegrator processes to run automatically at specified times or intervals using chores, which we will discuss later in this article.


Developing and Deploying Web Applications




Web applications are customized web pages that allow you to access and use IBM Cognos TM1 data and functionality through a web browser. Web applications can help you create user-friendly interfaces for your IBM Cognos TM1 applications that can be accessed by different types of users across different devices and platforms.


To develop and deploy web applications, you can use IBM Cognos TM1 Applications. This is a web-based client that allows you to create web applications using a drag-and-drop interface that does not require any coding skills. You can also customize the look and feel of your web applications using themes, styles, layouts, widgets, etc. You can also use IBM Cognos BI or IBM Planning Analytics Workspace to create web applications that integrate IBM Cognos TM1 data and functionality with other IBM products.


Enhancing and Extending IBM Cognos TM1 Functionality




Integrating IBM Cognos TM1 with Other IBM Products




IBM Cognos TM1 can be integrated with other IBM products to enhance and extend its functionality. Some examples of these products are:


  • IBM Cognos BI: This is a business intelligence software that allows you to create and use reports, dashboards, scorecards, analysis, etc., based on IBM Cognos TM1 data and functionality.



  • IBM Planning Analytics Workspace: This is a web-based workspace that allows you to create and use interactive visualizations, stories, models, etc., based on IBM Cognos TM1 data and functionality.



  • IBM SPSS Modeler: This is a predictive analytics software that allows you to create and use predictive models based on IBM Cognos TM1 data.



  • IBM Watson Analytics: This is a cloud-based analytics service that allows you to explore and analyze IBM Cognos TM1 data using natural language and cognitive computing.



  • And more...



To integrate IBM Cognos TM1 with other IBM products, you need to follow the steps outlined in the IBM Cognos TM1 Integration Guide, which can be found here.


Automating and Scheduling Tasks with Chores




Chores are tasks that can be executed automatically at specified times or intervals in IBM Cognos TM1. Chores can help you automate and schedule various tasks, such as:


  • Loading data from various sources into IBM Cognos TM1 cubes



  • Creating and updating dimensions and cubes



  • Creating and updating rules and feeders



  • Performing data manipulation and transformation



  • Executing external commands or programs



  • Sending emails or notifications



  • And more...



To create and use chores, you can use either IBM Cognos TM1 Architect or IBM Cognos TM1 Perspectives. Both clients provide a GUI for creating, editing, testing, and running chores using a wizard that allows you to specify the tasks, parameters, frequency, and timing of the chores. You can also use TurboIntegrator processes to create and update chores programmatically.


Securing and Administering IBM Cognos TM1




Security and administration are important aspects of any IBM Cognos TM1 application. Security refers to the process of controlling the access and permissions of users and groups to IBM Cognos TM1 servers, applications, objects, and data. Administration refers to the process of managing and monitoring the performance, availability, configuration, and maintenance of IBM Cognos TM1 servers and applications.


To secure and administer IBM Cognos TM1, you can use either IBM Cognos TM1 Architect or IBM Cognos TM1 Perspectives. Both clients provide a GUI for creating, editing, deleting, and assigning users and groups, as well as setting their access rights and privileges to IBM Cognos TM1 servers, applications, objects, and data. You can also use TurboIntegrator processes to automate the security and administration tasks programmatically.


You can also use IBM Cognos TM1 Admin Server to provide centralized administration and monitoring of multiple IBM Cognos TM1 servers and applications. This is an optional component that allows you to view the status, properties, logs, messages, sessions, threads, etc., of all the IBM Cognos TM1 servers and applications in your network. You can also use IBM Cognos TM1 Admin Server to start, stop, restart, or synchronize your IBM Cognos TM1 servers and applications.


Conclusion




In this article, we have given you an overview of what IBM Cognos TM1 is, why you should use it, and what you can do with it. We have also shown you how to get started with installing, configuring, creating, and managing your own IBM Cognos TM1 applications. Finally, we have introduced you to some advanced features and techniques that can help you enhance and extend your IBM Cognos TM1 functionality.


We hope that this article has helped you understand the power and potential of IBM Cognos TM1 as a comprehensive solution for your business planning and analysis needs. If you want to learn more about IBM Cognos TM1, you can check out the following resources:


  • IBM Planning Analytics: This is the official website of IBM Planning Analytics, which is the latest version of IBM Cognos TM1.



  • IBM Documentation for IBM Planning Analytics Local: This is the official documentation of IBM Planning Analytics Local, which is the on-premise version of IBM Planning Analytics.



  • IBM Support for IBM Planning Analytics Local: This is the official support portal of IBM Planning Analytics Local, where you can find solutions, fixes, downloads, etc., for your product.



  • IBM Training: This is the official training portal of IBM, where you can find courses, certifications, learning paths, etc., for your product.



FAQs




Here are some frequently asked questions about IBM Cognos TM1:


  • What is the difference between IBM Planning Analytics and IBM Cognos TM1?



IBM Planning Analytics is the latest version of IBM Cognos TM1. It is a cloud-based service that offers the same features and functionality as IBM Cognos TM1, plus some additional capabilities, such as natural language processing, cognitive computing, data discovery, etc. IBM Planning Analytics also has an on-premise version called IBM Planning Analytics Local, which is essentially the same as IBM Cognos TM1.


  • How much does IBM Cognos TM1 cost?



The cost of IBM Cognos TM1 depends on various factors, such as the number of users, the type of license, the deployment option, the level of support, etc. You can contact IBM or an authorized partner to get a quote for your specific needs.


  • How can I learn IBM Cognos TM1?



You can learn IBM Cognos TM1 by taking online or classroom courses, reading books or blogs, watching videos or webinars, joining forums or groups, etc. You can also use the free trial or demo versions of IBM Cognos TM1 to practice and experiment with the product.


  • What are some alternatives to IBM Cognos TM1?



Some alternatives to IBM Cognos TM1 are:


  • Oracle Hyperion Planning: This is a business planning software that provides a web-based interface for creating and managing planning and forecasting applications.



  • SAP Business Planning and Consolidation: This is a business planning software that integrates planning, budgeting, forecasting, and consolidation functions in a single platform.



  • Anaplan: This is a cloud-based business planning software that allows you to create and use dynamic and collaborative planning models.



  • Adaptive Insights: This is a cloud-based business planning software that offers a suite of tools for budgeting, forecasting, reporting, and analysis.



  • Where can I get help or support for IBM Cognos TM1?



You can get help or support for IBM Cognos TM1 by contacting IBM or an authorized partner, visiting the IBM Support portal, accessing the IBM Documentation portal, joining the IBM Community portal, etc.


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