Take the first step to automate Excel report distribution to your users.

9 clear steps on how to email a report using TM1. 

Steps

  1. Download TurboIntegrator (TI) process with all the email logic
  2. Copy file across to the TM1 data directory
  3. Restart TM1 Server
  4. Find path for the file you want to attached to the email
  5. Edit TI process ‘Sys.Email’
  6. Edit email fields via Parameters
  7. Edit email provider and credential via Prolog
  8. Run TI process
  9. Email received

How to troubleshoot

[divider align=”center” width=”500px”]

Screenshots are based on Excel 2016 + IBM Planning Analytics 2.0.6 / TM1 Server 11.4

Requirement(s): Microsoft Powershell

[divider align=”center” width=”500px”]

Enhancements that can be developed to improve the emailing process:

  1. Automate update of Excel report before the file is attached to the email
  2. Embed TM1 data in the body of the email
  3. Set up a chore to run the email regularly
  4. Secure email credential
  5. Set up a user-friendly interface in TM1 so any user can email their report

If you would like assistance in implementing this idea further, email edu@cubewise.com.

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Download TurboIntegrator (TI) process with all the email logic” link=”1″]

1. Download TurboIntegrator (TI) process with all the email logic

[button text=”Download” radius=”10″ expand=”true” link=”https://cubewise1.box.com/s/lors636c3nz6dgyysv7mcyx5cpr5dkdt” target=”_blank”]

[gap]

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Copy file to the TM1 data directory” link=”2″]

2. Copy file to the TM1 data directory

[gap]

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Restart TM1 Server” link=”3″]

3. Restart TM1 Server

[gap]

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Find path for the file you want to attach to the email” link=”4″]

4. Find path for the file you want to attach to the email

[gap]

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Edit TI process ‘Sys.Email'” link=”5″]

5. Edit TI process ‘Sys.Email’

[gap]

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Edit email fields via Parameters” link=”6″]

6. Edit email fields via Parameters

 

[gap]

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Edit email provider and credential via Prolog” link=”7″]

7. Edit email provider and credential via Prolog

[gap]

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Run TI process” link=”8″]

8. Run TI process

[gap]

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”Email received” link=”9″]

9. Email received

 

[divider align=”center” width=”500px”]

[gap]

[scroll_to title=”How to troubleshoot” link=”troubleshooting”]

How to troubleshoot

Test the script by executing the code directly in Powershell.

In the Epilog, un-comment the ‘asciioutput’ line then run the TI process. This will create a text file with the script used in Powershell.

Find and open the text file located in the TM1 data directory.

Copy the text between the double quotes.

Open Powershell, paste the text and execute.

If successful, the recipient will receive an email. Otherwise an error like this would be returned.

Check with your company’s IT network administrator if all email parameters are filled in correctly.

For more information about Powershell’s email program head here.