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  IBM Cognos TM1 Version 10.1.0 User Guide    Note Before using this information and the product it supports, read the information in “Notices” on page 219. Product Information This document applies to IBM Cognos TM1 Version 10.1.0 and may also apply to subsequent releases. To check fornewer versions of this document, visit the IBM Cognos Information Centers (http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp).Microsoft product screen shot(s) used with permission from Microsoft.Licensed Materials - Property of IBM © Copyright IBM Corporation 2010, 2012. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.  Contents Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixChapter 1. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Before You Start . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Required Other Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Microsoft Excel Macro Security Setting. . . . . . . . . . . . . . . . . . . . . . . . . . 1Local and Remote Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Starting TM1 Clients. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Running TM1 Perspectives and TM1 Client . . . . . . . . . . . . . . . . . . . . . . . . 2Running Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Setting Client Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Setting Login Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Setting Local Server Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Setting Admin Server Secure Socket Layer Options . . . . . . . . . . . . . . . . . . . . . 5Using the Server Explorer Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Viewing Information about Objects on the Server . . . . . . . . . . . . . . . . . . . . . . 7Accessing Remote Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Logging in to a Remote Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Hiding and Viewing Objects in Server Explorer. . . . . . . . . . . . . . . . . . . . . . . 9 Chapter 2. Browsing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Browsing Data Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Using Undo or Redo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Accessing Data through the Cube Viewer . . . . . . . . . . . . . . . . . . . . . . . . 15Accessing Data through the In-Spreadsheet Browser. . . . . . . . . . . . . . . . . . . . . 15Understanding Cell Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Expanding Detail in a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Stacking Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Drilling Down through Consolidations . . . . . . . . . . . . . . . . . . . . . . . . . 18Changing Title Dimension Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Changing Title Elements in the Cube Viewer . . . . . . . . . . . . . . . . . . . . . . . 19Changing Title Elements in the In-Spreadsheet Browser . . . . . . . . . . . . . . . . . . . 20Drilling Through to Detailed Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Drill-Through Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Chapter 3. Writeback Modes and Sandboxes . . . . . . . . . . . . . . . . . . . 23 Writeback Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Setting the writeback mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Understanding different toolbar options . . . . . . . . . . . . . . . . . . . . . . . . . . 25Using direct writeback and named sandboxes . . . . . . . . . . . . . . . . . . . . . . . 25Using a Personal Workspace and named sandboxes . . . . . . . . . . . . . . . . . . . . . 25Personal Workspace without named sandboxes . . . . . . . . . . . . . . . . . . . . . . 26Direct writeback without sandboxes . . . . . . . . . . . . . . . . . . . . . . . . . . 26Using a Personal Workspace or Sandboxes . . . . . . . . . . . . . . . . . . . . . . . . . 27Data values for leaf and consolidated cells in a sandbox . . . . . . . . . . . . . . . . . . . 28Resetting data values in a sandbox or Personal Workspace . . . . . . . . . . . . . . . . . . 28Understanding cell coloring for changed data values . . . . . . . . . . . . . . . . . . . . 29Committing changed data from a Personal Workspace or sandbox to base . . . . . . . . . . . . . 30 Job Queuing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Viewing the Queue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Cancelling a job in the queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Chapter 4. Working with Subsets . . . . . . . . . . . . . . . . . . . . . . . . 33 Narrowing the List of Elements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 © Copyright IBM Corp. 2010, 2012  iii  Selection Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Saving Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Creating Dimension Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Selecting Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Deleting Elements from a Subset . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Sorting Subset Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Changing the Direction of Expansion for Consolidated Elements . . . . . . . . . . . . . . . . 43Adding a User-Defined Consolidation to a Subset . . . . . . . . . . . . . . . . . . . . . . 44Creating User-Defined Consolidations on the Fly . . . . . . . . . . . . . . . . . . . . . . 45Creating Dynamic Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Creating an Expression-Based Dynamic Subset . . . . . . . . . . . . . . . . . . . . . . 47Creating a Filter-Based Dynamic Subset . . . . . . . . . . . . . . . . . . . . . . . . . 48Editing Dynamic Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Chapter 5. Working with Cube Views. . . . . . . . . . . . . . . . . . . . . . . 51 Saving Cube Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Opening Saved Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Opening Views from the Server Explorer . . . . . . . . . . . . . . . . . . . . . . . . 52Opening Views from the Cube Viewer . . . . . . . . . . . . . . . . . . . . . . . . . 52Opening Views from the In-Spreadsheet Browser. . . . . . . . . . . . . . . . . . . . . . 52Filtering Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Cancelling a View Filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Changing Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Hiding Cells Containing Zeros . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Formatting Cells. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Changing the Column Orientation. . . . . . . . . . . . . . . . . . . . . . . . . . . 58Modifying Cell Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Recalculating a View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Understanding Writeback and Sandboxes . . . . . . . . . . . . . . . . . . . . . . . . 60Saving Cell Changes to Disk. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Exporting Cube Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Exporting Data from a Cube. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Exporting Data from a Saved View . . . . . . . . . . . . . . . . . . . . . . . . . . 63Controlling the Types of Values to Export from a Cube. . . . . . . . . . . . . . . . . . . . 63Defining Range Parameters for Exporting Cube Data . . . . . . . . . . . . . . . . . . . . 64 Chapter 6. Using Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . 65 Overview of Data Spreading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65General Procedures for Data Spreading . . . . . . . . . . . . . . . . . . . . . . . . . 65Using the Proportional Spread Method . . . . . . . . . . . . . . . . . . . . . . . . . 68Using the Equal Spread Method . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Using the Repeat Method. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Using the Percent Change Method. . . . . . . . . . . . . . . . . . . . . . . . . . . 70Using the Straight Line Method . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Using the Growth % Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Using the Relative Proportional Spread Method . . . . . . . . . . . . . . . . . . . . . . 73Using the Relative Percent Adjustment Method . . . . . . . . . . . . . . . . . . . . . . 74Using the Repeat Leaves Method . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Using the Equal Spread Leaves Method . . . . . . . . . . . . . . . . . . . . . . . . . 77Using the Clear Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Excluding Cells from Data Spreading. . . . . . . . . . . . . . . . . . . . . . . . . . . 79Applying Leaf Holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Releasing Leaf Holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Holding Consolidation Values Constant . . . . . . . . . . . . . . . . . . . . . . . . . . 81Interaction of Consolidation Holds and Leaf Holds . . . . . . . . . . . . . . . . . . . . . 82Applying Consolidation Holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Releasing Consolidation Holds . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Data Spreading Syntax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Quick Reference Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Spreading Across a Selected Range of Cells. . . . . . . . . . . . . . . . . . . . . . . . 87 iv  IBM Cognos TM1 Version 10.1.0: User Guide
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