Cubewise EDU’s March Newsletter

Become a developer with our consultant-built IBM Planning Analytics/TM1 training.

Classes commence on March 8, in the Australian and European time zone.

Enrolment: Registrations close two weeks before the scheduled date.
Duration: Course covered over one full day.

– Australian Time Zone: 9:00am to 5:00pm AEDT
– European Time Zone: 8:00am to 4:00pm GMT

Developer Fundamentals – March 8
Learn the fundamentals of dimension building, cube design, data loading, writing Rules and TurboIntegrator processes.

Lessons:

• Best practice foundations
• How to develop Dimensions
• How to maintaining Dimensions
• How to create Cubes
• An introduction on how to write Rules
• An introduction loading data via TI
• How to setup user and group security

Advanced TurboIntegrator  – March 15
Learn how experts use TurboIntegrator (TI) to write code beyond the restrictions provided by the wizard.

Lessons:

• TI programming principles
• How to understand Data Sources
• How to use Variables
• How to create and destroy objects
• How to use the Prolog tab
• How to use Parameters
• How to build Views and Subsets
• How to use the Metadata tab
• How to use the Data tab
• How to load data
• How to use Bedrock processes

Advanced Rules  – March 22
Learn how to write multi-cube logic and clearly understand how feeders work to ensure an efficient model.

Lessons:

• The fundamentals for writing Rules
• How to use Feeders
• How to use operators
• Key Rule functions you should know
• How to use strings in a Rule
• How to feed to and from consolidations
• How to write advanced Feeders
• How to reference data in another Cubes
• How to write a currency translation rule
• How to write a moving balance rule

Looking to upskill in more than one course? Join the Power User Membership and gain access to ALL our courses!

Email edu@cubewise.com for more information.

Exclusive to Power User members, an opportunity to build your professional network! 

CONNECT 🔹 ENGAGE 🔹 NETWORK

– Connect with fellow members who are also passionate about IBM Planning Analytics / TM1. 
– Share your insights 
– Be engaged in fun networking activities 

Email edu@cubewise.com if you have any questions. 

EDU Induction sessions, enable members to make the best use of the educational content we have to offer.

We will go through:

• Benefits included in your membership
• Walkthrough of the Community Hub
• Walkthrough of the Video Hub
• Steps to follow when you are ready to commence training
• Upcoming events
• Q&A

Sessions are conducted fortnightly.

We recommend all students attend an induction. Please RSVP to a session that fits your schedule.

Email edu@cubewise.com for more information.

We are excited to release the TM1py Post Training Insight, Connecting Salesforce to TM1

IBM Planning Analytics (TM1) developers benefit from TM1py, in particular when source data resides in cloud systems such as Snowflake or Salesforce, where it can’t be reached easily with plain TM1.

This post training insight explains how to create a dimension in TM1 from a Salesforce object with one Python script.

Salesforce supports many APIs (REST, SOAP, CURL…) and you can use any programming language such as Python or Golang. When thinking about writing a script in TM1, Python is a natural choice mainly thanks to TM1py. Once connected to Salesforce with Python, the data can then easily be sent to TM1 using the pre-built functions coming with TM1py.

Reach out to edu@cubewise.com if you have any questions.

Maximise Planning Analytics Workspace by learning how to:

• Reconcile Data Easily
• Secure deployed modules  
• Synchronise between workbooks in Planning Analytics
• Utilise synchronisation capabilities between objects  

Presented by Monica Thomas at Horizon 2022.

🔔 Training Course Update! Cubewise EDU recently updated the End User (PAW) guide using version 2.0.82, which includes the new cube viewer and predictive forecasting.

Interested in upskilling your knowledge on PAW? Submit this form

Email edu@cubewise.com with your questions.

The Cubewise Planning Analytics European Conference is back in 2 cities: London and Paris! 

Paris – A half day in-person conference that will be held at the Hôtel Echiquier Opéra Paris on Thursday 20^th April.

London – A two day in-person conference that will be held at the IBM Innovation Studio, York Road, London, UK on Thursday 27^th and Friday 28^th April.

It has been long since we have all had the opportunity to get together, so we have decided to make this conference that is usually paid, free for the first year back!

We are currently collating the best case studies and topics for the conference, and can’t wait to share the agenda with you soon. The agenda will have topics for decision makers, end-users and developers, presented by companies, consultants and IBM.

If your company uses or plans to use IBM Planning Analytics/TM1, this event is for you! 

Register Today!

In an attempt to illustrate our deep passion for IBM Planning Analytics / TM1, our Control CC team asked Cubewisers what was their lightbulb moment.

From a computer science background to becoming head of Cubewise EDU (Cubewise’s division of TM1 education and training). Meet the face behind so much that is being done trying to bring TM1 to a much wider audience — meet Bryan Wan.

We are excited to release Cubewise’s new segment, “15 minutes with…”

In this first episode, Jon Lee interviews Dwight Smith, the reigning TM1 World Champion.

Check out this interview to catch up on the life and status of Ozzy born since the his world victory and see all of Dwight’s tips for competing in the TM1 World Championship; the next one being held in London on 27 April 2023! 

If you haven’t already – sign up today for the European Planning Analytics Conference to be eligible to compete or watch it live!

If you look back at the history of most Financial Planning and Analysis systems implementations, you’ll see a software development lifecycle that became very complicated very quickly. As the concept of a functional, dynamic database became more accepted within the community, we saw more and more advanced tools being built to take advantage of that capability.

What this looked like in practice though, was highly customized and immensely complicated local implementations that often required an entire internal development team to maintain and implement – locking out many users from ever being able to meaningfully engage with the system itself. 

This is something the Apliqo team has been working to fix. 

As the Code team explained in a previous article, MDX is becoming more and more important in the IBM Planning Analytics / TM1 community and it is one of the key skills that any TM1 developer needs to have in order to make the most of the software.

Arc includes a dedicated feature for editing and working with MDX queries, and it is called the MDX Lab.  The MDX Lab is a feature for both Slice and Arc and in this article, we will walk through several new innovative features introduced by The MDX Lab.

• A Fully Customisable Code Formatter for MDX
• Run a Selected Part of the MDX Query
• Autocomplete your Query with the Full List of MDX Functions
• Gain Access to Many MDX Snippets

As we enter a period of recession and higher-than-normal inflation, everyone is scrambling to identify how it might affect their businesses and what they can do to manage the impact. This is a challenging exercise because we don’t really know how persistent this inflation will be and what ancillary effects might come as part and parcel of the macroeconomic shock.  As such, companies should be preparing for all scenarios and that’s where a sophisticated FP&A tool like Apliqo FPM can be so useful.

To give you a sense of how this looks practically, the Apilqo team examines some potential inflation scenarios that you might be thinking about as a company.

A new version of Arc and Slice is now available to download. Version 4 is a big milestone in the history of Arc and Slice!

You can now connect your Arc server to Pulse to unlock many new features in your Arc application, such as Instance/Server Monitoring, Full Model Search, Alerts and Change Tracking. The Code team calls this Pulse-powered mode “Arc+”.

For more information on connecting Arc to Pulse, please see the article: Connecting Arc to Pulse.

In addition, this release includes a large number of interface improvements, powerful enhancements and fixes.

Features that are new in IBM® Planning Analytics with Watson™.

Planning Analytics

Read about what’s new or updated in IBM® Planning Analytics and components that are installed with Planning Analytics, such as TM1® Server, TM1 Web, TM1 Performance Modeler, and TM1 Architect. Some updates affect only IBM Planning Analytics Local.

IBM® Planning Analytics Local version 2.0.9.16 and the cloud release of IBM Planning Analytics with Watson™ version 2.0.9.16 includes updates for IBM TM1® Server version 11.8.19.

IBM Planning Analytics with Watson version 2.0.9.16 includes numerous improvements and defect fixes, but does not include new features.

Planning Analytics Workspace

Find out what’s new or changed in the most recent release of IBM® Planning Analytics Workspace. The new features described here always reflect the full capabilities of Planning Analytics Workspace on cloud.

What’s new in books and reporting – 2.0.84

Usability improvement in synchronization for visualizations
The Synchronize feature for visualizations was improved for usability in Planning Analytics Workspace 2.0.84. Previously, the user interface displayed dimension synchronization labels instead of hierarchy synchronization.

New forecast capabilities for Line visualization
The Line visualization now includes three slots to specify High bound, Low bound, and Forecast values. You can use this new visualization to view existing forecast data independent of the forecasting interface in Planning Analytics Workspace.

View section icons
Section icons can now be enabled in a view independent of section header strings.

What’s new in plans and applications – 2.0.84

Revert approvals in plans
Plan owners and co-owners can now cancel previously approved tasks.

Improvements to the ‘Task flow’ pane for plans
Several usability improvements are introduced to the Task flow pane for plans in Planning Analytics Workspace 2.0.84.

What’s new in modelling – 2.0.84

Copy object names from the Databases tree
You can now copy name objects from the Databases tree.

TurboIntegrator process debugger
The process editor in Planning Analytics Workspace includes a debugger user interface that allows you to set line breakpoints, continue to the next breakpoint, and step over to the next line. Conditional breakpoints are also supported.

Rename hierarchy levels in the dimension editor
You can now rename hierarchy levels directly in the new experience dimension editor.

Manage users and groups on a Planning Analytics database (Cloud only)
A new editor provides an intuitive interface to manage users and groups on a Planning Analytics database. You can also use the editor to import users and groups from Planning Analytics Workspace into a Planning Analytics database.

Deprecation notices – 2.0.84

Classic dimension editor removed from the modeling workbench in Planning Analytics Workspace 2.0.84
In Planning Analytics Workspace 2.0.84, the classic dimension editor is no longer available from the modeling workbench. The classic dimension editor remains available on books.

Planning Analytics for Microsoft Excel

Read about what’s new or updated in IBM® Planning Analytics for Microsoft Excel.

IBM® Planning Analytics for Microsoft Excel was refreshed on February 10, 2023 to include fixes only.

Updates to each version of Planning Analytics for Microsoft Excel are cumulative. To see what was new in previous releases, see What’s new in Planning Analytics for Microsoft Excel.

What’s new in TM1 Web

There are new features in IBM® TM1® Web. For more information, see the TM1 Web documentation in IBM Knowledge Center. 

IBM® Planning Analytics TM1 Web was refreshed on February 17, 2023 to include fixes only.

Updates to each version of TM1® Web are cumulative. To see what was new in the previous release, see What’s new in TM1 Web.