Submitted by Lynn Petros, IBM Cognos Global Education Services
IBM Cognos Business Viewpoint helps you build accurate, complete, usable information that you can use to drive better business outcomes with:
- A single place where designated users from all over your organization can create and collaborate on a consistent, shared viewpoint
- A highly visual interface and fully flexible models that make it easy to create and maintain individual perspectives
- Fully transparent, automated and auditable workflow-oriented business processes that replace manual, error-prone efforts
- Bi-directional interfaces that help you deliver shared, approved viewpoints to the systems and applications that need them
- A controlled environment that enables you to integrate approved business definition modifications into source systems
In addition, Cognos Business Viewpoint delivers dimension management in a “no-code” environment. Analysts can divest rules and ownership to business stakeholders and respond quickly to changes in the business as they happen. This saves time typically spent on manually reconciling reports, plans, forecasts and budgets.
The following demo is an abstract from “IBM Cognos Business Viewpoint 10.1: Manage Dimensions and Data” two day training course. If you would like to know more about this training course, click here
.Nominate and Subscribe with TM1
You want to gain a better understanding of how to nominate and subscribe to dimensions from Business Viewpoint Client so you can later determine if you prefer to manage your dimensions from Business Viewpoint Studio, the IBM Cognos tool, or both.
You will nominate a dimension from TM1, so it is available in Business Viewpoint Studio, and then you will make changes to the dimension in Business Viewpoint Studio. Finally, you will subscribe to those changes in TM1.
To step through the demo, you need Business Viewpoint 10.1, TM1 9.5, and the Business Viewpoint TM1 adapter for the planning sample database configured.
Task 1. Log in to Business Viewpoint TM1 Client Adapter.
- Open Windows Services, and then ensure that the TM1 Admin Server and the TM1 Server - Planning Sample services are started.
- From the Start menu, select All Programs, IBM Cognos, TM1, Architect.
Note: This is not under the IBM Cognos 8 menu.
- In TM1 Architect, expand the TM1 entry, and then double-click planning sample.
- In the Server Login screen, type:
- Expand Applications, Business Viewpoint Client.
- Double-click ViewpointClient_TM1PlanSamp.cmd.
- In Business Viewpoint Client : TM1_PlanSamp screen, log in as:
User Name: admin
Task 2. Nominate a static dimension.
Task 3. Create a Version of the plan_department dimension.
- Click Nominate Data. When you nominate data, the dimension is available in Business Viewpoint Studio.
- In the Nominate Wizard, expand planning sample and select plan_department. You also have the option to nominate subsets of TM1 dimensions.
- Click Next. There are several possible Alias names to use for plan_department.
- Select Department_English.The plan_department dimension was created with dimension names as numbers. You need to select the alias Department_English, so you can identify the department being used.
- Click Next.
- Ensure that you create a new dimension, called plan_department, and that you create a new hierarchy called plan_department. The dimension name and hierarchy name will appear in Business Viewpoint Studio.
- Ensure that Update the data at a later time is selected. You want to be able to subscribe to the dimension so any changes made to it are available in TM1.
- In the Subscription Name box, type Department hierarchy. This is the name that appears in Business Viewpoint Client. The result appears as follows:
- Click Finish. The subscription you created appears in the Business Viewpoint Client window with the name Department hierarchy.
- Minimize Business Viewpoint Client and TM1. If necessary, launch Business Viewpoint Studio, and log in as:
User Name: admin
- On the toolbar, click Refresh. The new dimension plan_department appears.
Before you do anything else, you would like to preserve the state of the new dimension as it was when you initially imported it. This will easily give you the ability to revert back to it if desired.
- Right-click the plan_department dimension, point to Version Management, and then click Create New Version. The new version name will default to the current date and time on your machine.
- In the Name box, type Initial Version.
Note: Your date and time will not match the screen shot above. Note also that this indicates it is version number 2. This is because Business Viewpoint counts the nominated version as the initial version, however, you cannot revert to that initial nominated version.
- Click OK two times. You now have a saved version of plan_department. Next you want to make a change to plan_department.
Task 4. Make a change to plan_department and create a new version.Task 5. Save another version.
- Refresh the Business Viewpoint Studio window.
- Expand the plan_department dimension, Hierarchies, and then click the plan_department hierarchy.
- In the right pane, click Total Organization, and then click GA. There are 3 children under GA, but none under Engineering, as shown below:
- Below Attributes-GA, scroll down to view the attributes. All the alias names are listed, but there are a couple of special attributes listed also. You can see that the original_TM1_Name is 400, and the TM1 ElementWeight is 1. The weight determines how much the element contributes to its consolidation in TM1, and can vary depending on the parent in TM1. Next, you want to move IT from the GA organization under Engineering.
- Click and drag IT from GA to Engineering.
- Select Engineering. Notice IT is a member of Engineering, and GA only has 2 members in it now. Also notice that Engineering and IT are flagged as modified. You also want to add a comment to the Engineering dimension, so that other modelers know what has changed.
- Click Engineering, and then right-click Comments.
- In the Comment box, type IT was moved from GA to Engineering, and then click Add. The result appears as follows:
- Click OK. You need to save another version of the dimension, to make the change available to TM1 through Business Viewpoint Client.
- Click the plan_department dimension.
- Right-click the plan_department dimension, point to Version Management, and then click Create New Version.
- In the Name box, type Changed in BVS.
- Click OK. You get warnings for all the members that were not approved. The version can be created anyway.
- Click OK twice. The version is created successfully.
Task 6. View the changed subscription in Business Viewpoint Client, and update the dimension in TM1.
Task 7. View the dimension in TM1.
- Maximize Business Viewpoint Client, and then click Refresh. The dimension appears with a flag beside it: This alerts you to the change in the dimension.
Next you may want to see what has changed by viewing the dimension with flags, or by looking at the Change Management tab in the Grid view.
- Select the checkbox beside the subscription name, and then click Update Data, and then click Update Component. The next window in the Update Wizard gives you the option to delete members in TM1, if they were deleted in Business Viewpoint Studio. You did not delete any data, so leave the default.
- Click Next. The next window lets you choose which version from Business Viewpoint Studio you want to update from.
- Click the Changed in BVS version, as shown:
- Click Finish, and then click Close.
Next you want to make another change in TM1, and view the change in Business Viewpoint Studio. You will move Marketing so it rolls into GA.
- Minimize Business Viewpoint Client, and then maximize TM1 Architect.
- Below planning sample, expand Dimensions, and then double-click plan_department.
- On the toolbar, click Hierarchy Sort. As expected, IT rolls into Engineering, not GA.
- Close the Subset Editor, TM1 Architect, and Business Viewpoint Client.
- Minimize Business Viewpoint Studio.
You nominated a dimension from TM1, so it is available in Business Viewpoint Studio, and then you made changes to the dimension in Business Viewpoint Studio. Finally, you subscribed to those changes in TM1.