TM1 Projects Using Architect

TM1 Projects Using Architect

Table of Contents

What is TM1 Architect? ................................................................................................... 2

Introduction - How to start? ............................................................................................ 4

Server Explorer Interface ............................................................................................ 7

Architect Menu Bar................................................................................................. 10

Architect File Menu ............................................................................................ 11

Architect Server Menu ....................................................................................... 13

Security Menu ................................................................................................. 19

Deferred Updates ........................................................................................... 21

Architect Edit Menu............................................................................................ 21

Architect View Menu .......................................................................................... 22

Architect Toolbar .................................................................................................... 25

Getting Started................................................................................................................ 26

Cube Viewer................................................................................................................ 27

Cube Viewer Interface ........................................................................................... 27

Cube Viewer Main Menu................................................................................... 30

Cube Viewer File Menu ................................................................................. 31

Cube Viewer Edit Menu ................................................................................ 36

Cube Viewer View Menu............................................................................... 41

Cube Viewer Options Menu.......................................................................... 42

Sandbox....................................................................................................... 47

Cube Viewer Help .......................................................................................... 48

Cube Viewer Toolbar ..................................................................................... 49

This is just a sample. Contact Arun for more. email : [email protected] 2

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TM1 Projects Using Architect-

Self Study - Practical - Learning By Doing -

User Guide

2016

Scope:

o To master IBM Cognos TM1 by exercising the methodology

provided

o To get hands-on experience with the TM1 client tool TM1

Architect

Audience:

Any one who is really interested and passionate about IBM Cognos TM1


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What is TM1 Architect?

IBM Cognos TM1 Architect is an excellent TM1 client tool very much useful

for TM1 administrators and for TM1 developers. But any one with the required

security credentials can use TM1 Architect to access, develop and maintain

all Cognos TM1 server-based objects.

Users need the right privilege to create or to modify dimensions, cubes, rules,

processes, and chores.

NOTE : Microsoft Excel installation is not required for TM1 Architect to work.

The other TM1 client tool named TM1 Perspectives requires Microsoft Excel

to be installed in order to work because it is nothing but an Excel add-in

built to make use of the functionalities of Excel.


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Introduction - How to start?

You can start TM1 Architect using the following options.

On the Microsoft Windows taskbar, click Start, All Programs, IBM Cognos TM1,

Architect.

Open Tm1a.exe in the TM1 <install_dir>\bin64 directory. The default path to the

file is "C:\Program Files\ibm\cognos\tm1_64\bin64\tm1a.exe".


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You will be able to see the "TM1 Data Servers" if you have installed the IBM samples

If you double click on the "GO_New_Stores" Data Server, you will be prompted

to provide your username and password - "Logon Credentials". The default username

is "Admin" and the default "Password" is "apple".


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Server Explorer Interface

Application menu bar

Contains the commands to manipulate the current view or document

toolbar

The area which contains the commands as ICONS which are available in multiple

menus. The toolbar does not show the connection status when it is disconnected from

the server due to an idle connection. IdleConnectionTimeoutSeconds parameter in the

Tm1s.cfg file controls the Idle connections.


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Header Control list

These are the default "Description Items" or labels of the active menu. Based on

the selection of the "Active Menu" the description Items change accordingly.

For example some of the sample "Header Control List" items

are here below for your reference.

When you select "TM1" on the explorer, the default "Header Control List" items

are "Name" , "Data Directory", "Network Address", and "UserName".

When you select "TM1" on the explorer, the default "Header Control List"

items are "Name" , "Property", and "Value".


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Client area

Status bar


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Architect Menu Bar

"Application Menu Bar" with reference to the above figure has the following items.

File

File menu is very different from any other application

with "Options" and exit

Server

Server menu contains 13 other different action items like

"Logout" and "Save data"

Edit

Edit menu is for the usual copy and delete operations

View


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View menu contains 12 other multiple options to toggle

between different display options

Help

Help menu provides the contents and index of the links to

multiple user guides provided by IBM

Architect File Menu

As explained in the previous section the File menu contains the following items

Options...

The options menu item contains the option for you to enter the "Admin Host",

the Server -Host Name

where you installed the TM1 Admin software. NOTE: One TM1 Admin Server can

manage multiple TM1 Data Servers like "GO_New_Stores", "GO_Scorecards", and

"Planning Sample"


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Start Local Server

In previous TM1 version 9.5 this item was utilized to start the Local Server.

Not used anymore. Local Server option will not help you. Just avoid it.

Refresh Available Servers

Just to refresh the available TM1 Data servers like "GO_New_Stores",

"GO_Scorecards", and "Planning Sample".


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Exit

As similar to any other application you can use "Exit" command to get out of TM1

Architect

Architect Server Menu

This section contains the "Server" menu items which are self explanatory based on their

name.

Save Data

Whenever the Data Server is started the associated TM1 objects

will be loaded to the physical memory-RAM. This "Save Data" will

help you to save the updated objects in RAM to the associated

Data Directory on the server.

Recycle (Clear memory for Local server)


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To clear memory for Local server. Not used anymore.

Shutdown

This command is used to Shutdown the server

Security

Security sub menu provides the option to change password and to create clients-

groups

Capability Assignments

To assign the privileges (Sandbox, Spreading) to the associated group


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View Transaction Log...

To view transaction log of a particular user with respect to a cube

and its associated elements

View Message Log...

To view the message log


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View Audit Log...

To view the history of all commands that modify metadata or configuration data.

Start Performance Monitor

To start a set of tools used to track minute-by-minute statistics on clients, cubes, and

servers.

Deferred Updates


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This menu item is used either to start or to stop the Batch Updates.

Server Manager...

Server Manager Sub Menu is used either to disconnect

or to broadcast a message to client. Used for

time-bound shutdown of the server.


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Cancel Shutdown

Only If you would have already specified the value for the time-bound

shutdown in the server manager, the "Cancel Shutdown"

option will be enabled.

Who Am I

To find out the "Logged" in and the associated "TM1 Data Server"


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Security Menu

The "Security" Sub Menu under the "Server" Menu provides the following options

Clients/Groups ...

To create a new user-client and to associate the user to a Security Group.

You can setup, delete or clear the password of a user-client as seen below.


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Change Password ...

You can "Change Password" as seen below.


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Deferred Updates

This "Deferred Updates" menu item is used either to start or to stop the Batch

Updates.

Architect Edit Menu

Edit menu contains the copy and delete commands

Copy

You can use Copy command to copy any TM1 object or item inside the TM1

Architect interface


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Delete

You can use Delete command to delete any TM1 object or item inside the TM1

Architect interface

Architect View Menu

The "View" menu contains the following options to enable or disable the display

of different properties TM1 objects

Status Bar

To enable or disable the display of "Status Bar"

Toolbar


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To enable or disable the display of "Toolbar"

Properties Window

To enable or disable the display of "Properties Window"

Applications

To enable or disable the display of "Applications" available in the associated

TM1 Data server

Cubes

To enable or disable the display of "Cubes" available in the associated TM1 Data

server

Dimensions

To enable or disable the display of "Dimensions" available in the associated TM1

Data server

Replications

To enable or disable the display of "Replications" available in the associated


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TM1 Data server

Processes

To enable or disable the display of Turbo Integrator Processes available in the

associated TM1 Data server

Chores

To enable or disable the display of Chores available in the associated TM1 Data

server

Collapse All Children

To disable the display of All children objects available in the associated TM1

Data server

Expand All Children

To enable the display of All children objects available in the associated TM1

Data server

Display Control Objects

To enable or disable the display of control objects( objects starting with } are

control objects For example }ClientGroups)


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Refresh

Architect Toolbar

Copy button

Use "Copy Button" to copy any TM1 object or item inside the TM1 Architect

interface

Delete button

Use "Delete Button" to delete any TM1 object or item inside the TM1 Architect

interface

Collapse button

Use "Collapse Button" to disable the display of All children objects available in

the associated TM1 Data server


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Expand button

Use "Expand Button" to enable the display of All children objects available in the

associated TM1 Data server

Display Properties Window

Use "Display Properties Window" to enable or disable the display of "Properties

Window"

Getting Started

Please read the topics bellow to quickly get started with IBM Cognos TM1 Architect.

The introductory topics will give you the brief overview of the IBM Cognos TM1 Architect

.

It requires just a couple of hours to see how it's easy and fun to create

flexible and durable TM1 models which contains dimensions, Cubes, Sub-sets, and

Rules.


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Cube Viewer

Cube Viewer is used to access the data in a cube. Cube Viewer window always opens

the cube's system default view.

You can apply display formats to measure dimension in the cube using Cube viewer

window.

NOTE : You can use Rules Tracer only in the Cube Viewer.

Cube Viewer Interface

Row Dimension


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The currently selected Row dimension elements appear as column headings.

Budget version is sample dimension which has been placed as a ROW in above screen

shot for your reference.

Subsidiaries

Title Dimension

This Subsidiaries title Dimension list box placed under tool bar as seen above in the

screen shot.

"Drop down" provides you the option of selecting either a particular Subsidiary or All

Subsidiaries

Column Dimension

The currently selected Column dimension elements appear as column headings.

Month is sample dimension which has been placed as a COLUMN in above screen shot

for your reference.

Views Selection

List Box

Views Selection Drop down provides you the option of selecting a particular "Cube View"

from the available list of "Cube Views"


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Retailers

Title Dimension

Retailers Title Dimension list box provides you the option of selecting either a particular

Retailer or All Retailers

Application Menu Bar

Application Menu Bar contains commands to manipulate the current view or document

Measures

Title Dimension

Measures Title Dimension List box provides you the option of selecting the

particular Measure ( Fact)

you want to analyze with the selected ROW dimension and COLUMN dimension

Cube Viewer Toolbar


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Cube View Toolbar contains at least 10 different action buttons which can

applied on the cube you selected

Status bar

To display the status of actions and items you selected in the Cube Viewer

Cube Viewer Main Menu

Cube Viewer Main Menu has the following standard Sub-Menus

File

File Sub Menu contains seven other action buttons like Open, Reload,

Recalculate,

Save, Save As, Delete Views, and Close

Edit


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Edit Sub Menu contains eight other standard action buttons as well as some

important

buttons like "Copy Unformatted Value" and "Edit Cube Attributes"

View

View Sub Menu can be used to enable or disable the display of the Tool Bar or

Status Bar.

You can even reset the width of the Dimensions using the "Reset Dimension

Width" button.

Options

Help

Cube Viewer File Menu


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Open

When you click on "Open" menu item, you will get prompted to select other cube

views

associated with the currently selected cube..

When you click on the Open menu item, you will be able to select a view from

the list of

views( All, Product, Productos_ES, etc., ) associated to the selected cube -

GO_New_Stores


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Reload

When you click the Reload menu item, you will be able to reload the "Current

Cube View Definition".

Recalculate

When you click the Recalculate item, you will be able to recalculate the "Opened

Cube View ".


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Save

This menu item is just to Save the changes you made to the currently opened

Cube View.

Save As ...

When you click on the SaveAs menu, you can Save the currently changed cube

view with a new name.

Delete Views...

When you click "Delete Views" menu item, you will get the "Delete Named

Views" dialog box, from which

you can delete one of the saved cube view or multiple cube views.


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Close

When you click the "Close" menu item, you will be able to close the

opened cube view as well as the cube viewer.


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Cube Viewer Edit Menu

Undo

To "Revert" the last cell action. One particular action (Save -Close)

or collection of actions can be reverted (undone).

Before Undo-deleted values in 2 cells


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After Undo-Reverted values in 2 cells

Redo

To "Restore" the last cell action. One particular action (Save -Close)

or collection of actions can be restored (redone).

Cut


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To cut the contents of selected cells to the Clipboard.

Copy

To copy the contents of selected cells, as currently formatted, to the Clipboard.

Copy Unformatted Value

To copy the unformatted value-contents of selected cells to the Clipboard.

Paste

To paste the contents of the Clipboard to selected cells.

Delete

To delete the selected cell values. With reference to the below screen shot, you

will be deleting the

selected values 40.31 and 29.87 from the selected cells.

The screen shot Before deletion


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The screen shot After deletion

Edit Cube Attributes...


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To open the Attributes Editor window, click on the "Edit Cube Attributes" menu

item. You can assign and

edit attributes for the selected cube as well as for other cubes on the current

Data Server.


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Cube Viewer View Menu

Tool Bar

<TODO>: Insert description text here...

Status Bar


Right To Left


Reset Dimension Widths


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Cube Viewer Options Menu

These are at-least 7 menu action items available with the cube viewer "Options" menu.

Automatic Recalculate

To enable or disable automatic recalculation upon view reconfiguration. A check

mark

indicates that the view is automatically recalculated whenever the view

configuration changes.


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Suppress Zeroes

To enable or disable the display of all rows and columns containing only zero

values in the cube view.

A check mark indicates that rows and columns containing only zeros are

suppressed in the current view.


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Suppress Zeroes

On Rows

To enable and disable the display of all ROWS containing only zero values in the

cube view.

A check mark indicates that rows containing only zeros are suppressed in the

current view.

Suppress Zeroes

On Columns


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To enable and disable the display of all COLUMNS containing only zero values

in the cube view.

A check mark indicates that columns containing only zeros are suppressed in the

current view.

Sandbox

Use the Sandbox Sub Menu to create Personal sandboxes which can be created

to do

"scenario analysis" of best case and worst case. The Sub Menu has the

following actions(Create, Commit, Reset, Delete) menu items.

Format ...

This menu item is used to Open the Number Format dialog box. You can define

the number format

for values in the current view. The format you select applies only to those values


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for which

there is no Format attribute specified.

Column Width ...

This menu item is used to Open the Column Width dialog box.

You can set a minimum and maximum width for columns in the Cube Viewer.


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Sandbox

Personal sandboxes are for "scenario analysis" can be manipulated using this

sub menu.

Create Sandbox...

Create a new sandbox by clicking "Create Sandbox" menu item.

Commit Sandbox


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Commit or Confirm the updated sandbox by clicking "Reset Sandbox" menu

item.

Reset Sandbox

Reset the updated sandbox by clicking "Reset Sandbox" menu item.

Delete Sandbox...

Delete the existing sandbox by clicking "Delete Sandbox" menu item.

Cube Viewer Help

Cube Viewer Help menu contains the following commands

Cube Viewer Help

When you click the "Cube Viewer Help" menu item, you will get prompted with the

following link for the TM1 Reference Guide document

file:///C:/Program%20Files/ibm/cognos/tm1_64/webcontent/documentation/en/tm1_ref_a

.html?helpid=CubeViewer


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Contents and Index

When you click the "Contents and Index" menu item, you will get prompted with the

following link for the TM1 User Guide document

file:///C:/Program%20Files/ibm/cognos/tm1_64/webcontent/documentation/en/tm1_ug_a.

html

About Architect ...

When you click the "About Architect" menu item, you will get prompted with the IBM TM1

Architect License Notice document

Cube Viewer Toolbar

Commit button

The Commit menu item button merges all of the changed data values cube view or

in your Sandbox to the base data. You cannot revert a commit action.


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Save View

button

The Save menu item is used to save the changes to the data values of a cube view to

the base data.

Reload View

button

This "Reload View" menu item is used to reload the cube view definition.

Recalculate

button

Select this "Recalculate" menu item to recalculate a particular Cube View.

This can be useful if you want to update only the current view.

Automatic

Recalculate

To enable or disable automatic recalculation upon Cube View reconfiguration.

Layout Right

To Left button


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Click on this "Layout Right To Left" button to position the Layout from Right side of the

interface

the cube viewer interface. There is no separate button for reverting this.

Since this is a toggle button, in order to position the Layout Left to Right,

click on the same button as seen below.

Suppress

Zeroes

To enable or disable the display of all rows and columns containing only zero values in

the cube view.

Reset Data


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button

To Reset the updated view or sandbox by clicking "Reset" menu item.

Undo Data

Entry button

To "Revert" the last cell action particularly to revert the last Data Entry values.

Redo Data

Entry button

To "Restore" the last cell action particularly to restore the last Data Entry values.

Sandbox

button

This Sandbox drop down button contains provides option either to create or to delete a

sandbox. Please refer to the below screenshot for your reference.

Create a new sandbox by clicking "Create Sandbox" menu item.

Delete the existing sandbox by clicking "Delete Sandbox" menu item.

TM1 Projects Using Architect

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