TM1 Training Curriculum
TM1 Training
Table of Contents
TM1 End User Training
Release 7.x
An Overview of Data Import & Cube Rules
Applix TM1
Developer Training Release 7.x.. 4
Data Migration and Transformation Tools
Practical Development Exercise
Applix TM1
Administrator Training Release 7.x
Installing TM1 Server and Perspectives/Client
Using the Relational Storage Facility
Applix TM1
TurboIntegrator Training Release 7.x
TI Creating and Editing a Process
TM1
End User Training
Release 7.x
Applix TM1 offers a family of OLAP products for real-time analytical processing. This suite includes TM1 Server, TM1 Client, TM1 Perspectives, TM1 Architect, TM1 API, TM1 Data Control, and TM1 Turbo-Integrator. This lecture-lab course will discuss the basic structure of TM1, explore the concepts of TM1 utilization, and review the functionality of TM1 in a hands-on environment. Its purpose is to give the student a good basic understanding of TM1 and its capabilities.
This one day course is designed for the first time user of TM1. Participants should have a basic knowledge of managerial accounting, spreadsheet programs (Microsoft Excel is used in this course), and the Microsoft Windows operating system.
· Overview and concepts of OLAP
· The TM1 approach to OLAP
· TM1 as an Excel add-in
· TM1 options and on-line help
· Data points and multidimensionality
· Dimensions and elements
· Data cubes
· Data cube rules
· Identifying dimension and element requirements
· Creating dimensions and dimension element structures
· Maintaining dimensions and elements
· How dimensions and elements are used in a cube
· Basic cube design rules
· Assigning dimensions to a cube
· Creating cubes and saving master copies
Browsing a cube
· The browse box
· Cube viewer functionality
· Changing ("stacking") perspectives in the Cube Viewer
· Navigation between TM1 and Excel
· Dimension subset editor functionality
· Slicing data views into worksheets
· Entering data into a cube
· Avoiding huge slices
· Saving views
· Using TM1 Edit Formula
An Overview of Data Import & Cube Rules
· Data import mapping and processing
· Using TM1 Turbo Integrator to import data from ASCII flat files
· Database send formulas in a processing worksheet
· Using rules to perform calculations
Applix TM1 Developer Training
Release 7.x
Applix TM1 offers a family of OLAP products for real-time analytical processing. This suite includes TM1 Server, TM1 Client, TM1 Perspectives, TM1 Architect, TM1 API, TM1 Data Control, and TM1 Turbo-Integrator. This hands-on workshop will teach the student how to design and use TM1 cubes to perform specific reporting and analysis functions. The student will learn how to import data, export data, write cube rules, work with multiple cubes, and how database reference formulas work.
This two day course is designed for TM1 users who will be responsible for implementing TM1 and developing utilization strategies within their organization. The developer will typically be responsible for creating, maintaining, and developing TM1 cubes and dimensions, as well as data import worksheets. Participants should have a good basic understanding of TM1 concepts and a working knowledge of TM1 functionality, as well as an advanced understanding of Excel functionality. High level Excel functions will be used, but not taught, in this class.
· Designing cubes
· Creating cubes
· Copying cubes between servers
· Performing calculations using rules
· Connecting cubes using rules
· Rules syntax and priority
· Rules governing rules
· Skipcheck and feeder rules
· Importing using the TM1 TurboIntegrator
· Importing using processing worksheets
· Dimension reference formulas
· Processing within and between cubes
· Exporting cube data
· Multiple cube reference slices
· Modifying slices
· Creating an exception report
· Creating budget input worksheets
Data Migration and Transformation Tools
· The features and functions of TM1 Data Control and TM1 Turbo-Integrator
· How the two programs work
· Selecting the right tool for your needs
Practical Development Exercise
· Analyzing a business problem
· Designing a solution
· Implementing a TM1 solution
· Enhancing the solution to accommodate changing needs
Applix TM1 Administrator Training Release 7.x
Applix TM1 offers a family of OLAP products for real-time analytical processing. This suite includes TM1 Server, TM1 Client, TM1 Perspectives, TM1 Architect, TM1 API, TM1 Data Control, and TM1 Turbo-Integrator. This lecture-lab course will discuss the operation and maintenance of the TM1 server, including installing the software, performing system administration functions, configuring and managing the server, setting up the security functions, backing out and recovering transactions, and how TM1 Data Control and TM1 Turbo-Integrator can automate administrative tasks.
This one day course is designed for technical staff that will operate and maintain a TM1 server. Participants should have an in-depth understanding of the concepts and operation of TM1 Perspectives.
· The basic concepts of TM1 client/server architecture
· How the TM1 server and client operate
· The difference between working locally vs. client/server
Installing TM1 Server and Perspectives/Client
· Installing TM1 Server Software
· Command line options
· Installing TM1 Perspectives/Client software
· The TM1 server directory structure
· The server and client software configurations
· The function of the Admin Server (TM1ADMSRV.EXE)
· Specifying environment information with the TM1S.CFG file
· How the remote server operates
· Remote server memory management
· Performance tips
· The Data Directory
· Implementing TM1 Security
· Working with clients and groups
· Securing cubes, elements, and dimensions
· Security tips
· Maintaining replication connections
· The replication process
· The synchronization process
Using the Relational Storage Facility
· Overview of the Relational Storage Facility
· How TM1 stores cubes
· The TM1 catalog
· Implementing the Relational Storage Facility
Applix TM1 TurboIntegrator Training Release 7.x
Applix TM1 offers a family of OLAP products for real-time analytical processing. This suite includes TM1 Server, TM1 Client, TM1 Perspectives, TM1 Architect, TM1 API, TM1 Data Control, and TM1 Turbo-Integrator. This lecture-lab course will discuss the operation and custom development of TM1 Turbo-Integrator (TI), including basic concepts, creating a process, editing a process, scripting, chores, TI functions, TI tips and tricks.
This one day course is designed for technical staff that will provide access to data for use by TM1. Participants should have an in-depth understanding of systems integration and the concepts and operation of TM1 development.
TI Creating and Editing a Process
· Creating a Dimension using TI
· Defining Data Sources
· Defining an ODBC data source
· Creating a Process using an ODBC data source
· Creating a Cube and Process the data
· Creating a Dimension with unbalanced hierarchies
· Creating subsets
· Creating attributes
· Creating a Chore
· Editing a Chore
· Executing a Chore
· TI Function categories, syntax and use
· Exercise - Conditional script processing
· Exercise – Setting the current month
· Exercise – Zero-out Cubes
· What to look out for / Tips from the front lines