Dynamic TM1 Report Generation & Distribution Using ReportWORQ - QueBIT
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Transcript of Dynamic TM1 Report Generation & Distribution Using ReportWORQ - QueBIT
Dynamic TM1 Report Generation & Distribution using
ReportWORQ
December 2016
Maria SzczepaniakConsultant
Jeff Miller Technical Sales Consultant
Introductions
Gadi BourlaProduct & Solutions Manger
Introductions
Audience Poll
Agenda
Who is QueBIT? Define the Business Problem How can ReportWORQ help? ReportWORQ Demo Questions & Comments
Welcome to our Webinar!
This webinar is being recorded. All attendees will receive the video link within 24-hours.
Today’s webinar is part of a monthly advanced webinar series offered by QueBIT. Visit the QueBIT website and register for upcoming webinars today at www.QueBIT.com/news-events
Miss a past webinar? No problem! Go to the Resources tab on the QueBIT website:
www.QueBIT.com/who-we-are/video-catalog/
There will be a Q&A segment at the end of this presentation. Please type and submit all questions as they occur to you in the Questions Box located on the GoToWebinar toolbar.
Follow-up sessions for questions and answers are available, if needed.
About QueBIT
15+ years in business with headquarters in Westchester, NY 100+ employees nationwide with deep expertise in analytics:
75+ TM1 Certified Consultants – Trusted Advisors 20+ years of experience with TM1, Cognos BI & SPSS Expertise across the spectrum of Analytics
900+ successful analytics projects 400+ analytics customers in all types of industries Full Offerings:
Advisory & Implementation Services Managed Services and Training Reseller of IBM Software and Developer of Solutions
7-Years Running: Award Winning Trusted Experts in Analytics Partnerships with IBM & MicroStrategy
The Business Problem
Repetitive Efforts
Time Consuming
Inconsistent Dispersion
Untimely Delivery
Prone to Human Errors
A QueBIT customer since 2012 P&L and Forecasting Reports Sent to 300+ recipients Monthly distribution
QueBIT Products
ReportWORQ allows for dynamic TM1 Report generation & distribution. Users can burst reports via email or to a
SharePoint or folder location. Reports can be in either PDF or Excel
formats.
“Innovation is at the heart of everything that we do at QueBIT…”- Gary Quirke, CEO
ReportWORQ is a member of our FrameWORQ family of products which were created to enhance TM1’s functionality.
Report
ReportWORQ Benefits: Dynamic Report Generation
Report Parameters
TM1 Excel Workbook
Book
AUTOMATE DYNAMIC REPORT GENERATION
ReportWORQ Benefits
Burst to many channels
SharePoint, email or shared folders
End Users Recipients
TM1 & Non-TM1 Users
Supports different formatting
Excel & PDF
AUTOMATES REPORT GENERATION & DISTRIBUTION
What is ReportWORQ?
TM1
TM1 Users
TM1 Admin or Power
User
Other Users
ReportWORQTM1 Reports
AUTOMATES REPORT GENERATION & DISTRIBUTION
Better Performance = Increased Efficiencies
ReportWORQ Demo
Overview of Functions1. Create a Parameter
2. Create a Report
3. Create a Book
4. Specify Recipients
5. Create a Job & Job Step(s)
6. Configure Job Step
7. Save & Run the Job
8. Validate the Output
Work from left to right across the Ribbon
Exploring the User Interface
ReportWORQ Demo
Start the Demo…
ReportWORQ Benefits
Burst to many channels
SharePoint, email or shared folders
End Users Recipients
TM1 & Non-TM1 Users
Supports different formatting
Excel & PDF
AUTOMATES REPORT GENERATION & DISTRIBUTION
Better Performance = Increased Efficiencies
Any Questions?
Get your FREE trial of ReportWORQ!www.QueBIT.com/RW
Appendix
Exploring the User Interface
1. Create a Parameter What is dynamic about the reports you may want to
distribute?
Exploring the User Interface
2. Create a Report What do you want to distribute?
Exploring the User Interface
Select a Parameter for this Report:
Exploring the User Interface
3. Create a Book Which reports will be distributed?
Exploring the User Interface
4. Specify Recipients Who will receive the report? Specify parameter values to override “global”
parameter settings
Exploring the User Interface
5. Create a Job & Job Step(s)
Exploring the User Interface
6. Configure Job Step
Exploring the User Interface
7. Save & Run the Job!
Exploring the User Interface
8. Validate the Output
Report
ReportWORQ: Reports & Parameters
Report Parameters
TM1 Excel Workbook
Book
ReportWORQ: Recipients & Jobs
Create Book 1S
TEPS
Step 1
Format Destination
Create Book 2
Step 2
Format Destination
Create Book 3
Step 3
Format Destination
Recipients
Recipients
Recipients
ReportWORQ Server Automation
TM1 RecipientsReportWORQServer
Action Button
TI Process: Chore runs a ReportWORQ
Job
WebWORQ or TM1 Web
Enterprise scheduler triggers
ReportWORQ Job
Release Notes
Key Changes in ReportWORQ 3.7 (Oct 2016) Formula Removal Performance Improvements
The "Remove All Formula" and "Remove TM1 Formulas" features, which may be selected when creating Books, have been enhanced to run much more quickly during Job execution.
Dynamic Output File NamesA Job Step that uses our Recipients feature can now support dynamic file names based on the current Recipient name.
Microsoft Excel VBA SupportDuring Job Execution you can now have ReportWORQ execute Microsoft Excel VBA macro code to further customize your reporting output. For example, you can use the power of Excel VBA to resize columns and rows, apply other sheet and cell formatting and even hide empty rows in your reports.
QueBIT Products
WebWORQ 16: Enables the creation of customized web applications and dashboards built on top of TM1 to enhance end user web experience
ReportWORQ: Allows for the dynamic generation &
distribution of TM1 Reports (bursting via Email, SharePoint, etc.)
ControlWORQ: Custom interface provides journal entries, intercompany reconciliations and automated eliminations within the IBM TM1 Solution
CloudWORQ: A cloud-based financial planning and analytic solution that enables customers to use all the benefits of TM1 without the cost or overhead of owning an on-premise environment
Trusted Partners
Planning & Budgeting Measuring & Monitoring Performance Reporting & Analysis BI & Predictive Analytics
Business Intelligence Mobile Software Cloud-based Services