Refresh TM1 Contributor Approval Hierarchy

I was just updating the approval hierarchy on a TM1 Contributor model and could not see the changes through on the web app.  Odd, I thought. So I did some digging around and found that the solution to that specific problem is to re-save the Rights in Performance Modeller even if you have no rights in there in the first place.  Some what counter-intuitive I reckon!

So the whole process now to update the Approval Hierarchy in a Contributor model is as follows:

  1. Update the dimension in TM1.
  2. Update the view used for the Approval Hierarchy (including possibly changing it to show an alias), ensuring that there is a single top level node.
  3. Open Performance Modeller, if not already open.
  4. Navigate to the Application Design, Approval and check that the structure is using the correct view of the dimension you’ve been working on.
  5. Navigate to Rights (immediately below it) and double click on it. You should now see the hierarchy as defined in your view.
  6. Then if all ok, click Apply.
  7. Then when prompted, click Continue Saving the changes, even though there have been no changes made!
  8. Now open Contributor and check your model.  The new structure of the view should be displayed.

Creating a TM1 Contributor Model

These are the steps I have just used to create my first TM1 Contributor model.  There are more steps here than in Performance Modeller, however I think this more complete list is more useful.

Step 1 – Build Views and Websheets

Build the Excel Websheets and TM1 Views you want to include in the Contributor model.  Note that all websheets and views must have the dimension you have defined for the approval hierarchy contained in the cube.

Step 2 – Security

Ensure that you have some structure to your security as this is used for rights configuration

Step 3 – Create Contributor Application

Open Performance Modeller

Select Application Design from the bottom of the right side pane.

From the Applicators folder on the top of the right side pane, select New, Application and assign it the application type (Approval, Central or Responsibility).

Step 4 – Define the Views to be Used

From either the Cubes or Websheets folder in the TM1 Objects pane on the right side, drag in the views and websheets you want in the application to the Contributor views pane in the centre section.

Step 5 – Approval Hierarchy

Drag in the subset you have defined above for the Approval Hierarchy in the the Approval hierarchy pane in the centre section.

Step 6 – Rights

Configure the Rights for the model by clicking on the Configure Rights button.

Step 7 – Validation

Click on the Validate button and review or fix any warnings.

Step 8 – Save

Click on the Save button

Step 9 – Activate Contributor Application

Go to the TM1 Applications list in Cognos Connections (in Cognos Express, go to Manager, then Launch, Planner) and click on the Enable button out on the far right beside the Application name.

Step 10 – Test

Finally, navigate to where the Contributor model is located in Cognos Connection, open it, take ownership of a node and test it.

TM1 Performance Modeler Not Opening

I have been battling with opening Performance Modeler for a couple of weeks where I would start the application, get the “log on as” screen, put my details in (that are valid), select the server and click Ok. Then the status bar on the splash screen advances to about 20% and then it hangs. Very, very frustrating!

I spoke with IBM who eventually suggested a solution that worked. Here is is:

Go to my dev server and take a copy of CXMD and zip it (so I have an original copy).

Restart TM1 and then delete all Processes.

Restart TM1 and then try logging into Performance Modeler. That worked, except I had no processes!

Then I had to go through and find the offending Process. I chose a binary method – delete half, restart Cognos Express and test (i.e. if you had 32 processes, delete the first 16). If PM opens, then you know it is one that you have deleted, if it does not open, it is in the half that you did not delete.

Then restore CXMD, restart CX, delete half of the offending half from above. Restart CX and test PM. Continue this process to identify the dodgy process. If you have 32 processes, it will take you 6 iterations (32/16/8/4/2/1) to identify the process.

Then either fix or delete the offending process.

TM1 10.2 – New Feature: Data Flow Diagram

One of the biggest challenges we face when reviewing a TM1 application is getting an understanding of the data flow logics between cubes. There is a number of tools that can help creating some sort of  flowcharts, but none of them is really good.  An alternative is going through all the cube rules, to understand what connects the cubes, but that could very time-consuming.

In this new version of TM1 10.2, this problem has been addressed!  You can now create flowchart diagrams of your TM1 server with ease.

TM1 Data Flow Chart

TM1 Data Flow Chart

Creating A Data Flow Diagram

When creating a data flow diagram, there are options to create a diagram for the whole application, or a custom diagram highlighting only the selected cubes.

  1. To create a diagram for the whole model, all have to do, is right click in the model design pane and choose “Show Data Flow” and the diagram of the server will be created for you automatically.  Once the diagram is created, you can customise and rearrange everything in any way you want.
  2. The other option is to create a new custom diagram.  Right click in the model design pane, go to new and choose “New Data Flow”. Then you will be represented with a blank canvas and as you drag and drop the cubes, Performance Modeller (PM) will create the links between the cubes.

Thinker arrows mean that, there are more than one links between the cubes, for example, the link between the cubes Promotion Plan and Gross Margin Calculation, as you can see above. You can also group the cubes and customise the diagram in any way you want. Another cool feature is that you can drag a drop folder and bring in the diagram all the cubes in that folder, if they are not already included. This makes it easy to highlight any new cubes created in your TM1 server.

To top everything, this new tool can understand manual rules and feeders and show them in the diagram, like below.

TM1 Data Flow Chart with Manual Rules

TM1 Data Flow Chart with Manual Rules

Finally you can export your diagrams into images and include them in presentations or reports.

Application Maintenance TI Process Package

This is a transferred out package contains a number of turbo integrator processes that demonstrates the use of application maintenance utility.  This TI process package can by imported directly into an existing TM1 server instance, or run from a completely separate stand-alone TM1 server instance.

Here is a list of objects included in this package: Continue reading