03.cognos tm1 user guide 10.1.0

8/10/2019 03.Cognos TM1 User Guide 10.1.0

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Cognos TM1 User Guide 10.1.0

Contents

1. Introduction

2. Getting Started

2.1. Before You Start

2.1.1. Required Other Software

2.1.2. Microsoft Excel Macro Securit Setting

2.1.2.1. Setting Macro Securit2.1.!. "ocal and Re#ote Ser$ers

2.2. Starting %M1 &lients

2.2.1. Running %M1 'ers(ecti$es and %M1 &lient

2.2.1.1. &onfiguring %M1 to "oad )uto#aticall when You Start Excel

2.2.1.2. "ocal Ser$er Startu(

2.2.2. Running )rchitect

2.!. Setting &lient O(tions

2.!.1. Setting "ogin 'ara#eters

2.!.1.1. S(ecifing the )d#in *ost

2.!.1.2. Setting the Integrated "ogin O(tion

2.!.1.2.1. Ena+ling the integrated login

2.!.1.2.2. ,sing standard %M1 authentication

2.!.2. Setting "ocal Ser$er O(tions

2.!.!. Setting )d#in Ser$er Secure Soc-et "aer O(tions2.. ,sing the Ser$er Ex(lorer /indow

2..1. 0iewing Infor#ation a+out O+ects on the Ser$er

2..2. )ccessing Re#ote Ser$ers

2..2.1. ,(dating the "ist of )$aila+le Ser$ers

2..!. "ogging in to a Re#ote Ser$er

2... *iding and 0iewing O+ects in Ser$er Ex(lorer

2...1. 0iewing or hiding an o+ect

2...2. Ena+ling or su((ressing the dis(la of control o+ects

!. Browsing ata

!.1. Browsing ata O$er$iew

!.1.1. ,sing ,ndo or Redo

!.1.2. )ccessing ata through the &u+e 0iewer

!.1.!. )ccessing ata through the In3S(readsheet Browser

!.1.!.1. &hanging the efault Browser!.1.. ,nderstanding &ell ata

!.1..1. &alculated &ells

!.2. Ex(anding etail in a 0iew

!.2.1. Stac-ing i#ensions

!.2.1.1. Stac-ing i#ensions in the &u+e 0iewer

!.2.1.1.1. Stac-ing a %itle i#ension as a Row i#ension

!.2.1.1.2. Stac-ing a %itle i#ension as a &olu#n i#ension

!.2.1.2. Stac-ing i#ensions in the In3S(readsheet Browser

!.2.1.2.1. Stac-ing a title di#ension as a row di#ension

!.2.1.2.2. Stac-ing a title di#ension as a colu#n di#ension

!.2.2. rilling own through &onsolidations

!.2.2.1. rilling own in the &u+e 0iewer

!.2.2.2. rilling own in the In3S(readsheet Browser

!.2.2.!. &hanging the irection of Ex(ansion when rilling own on &onsolidations!.!. &hanging %itle i#ension Ele#ents

!.!.1. &hanging %itle Ele#ents in the &u+e 0iewer

!.!.1.1. &cling through the title ele#ent na#es

!.!.1.2. Selecting a new title ele#ent using the su+set editor

!.!.2. &hanging %itle Ele#ents in the In3S(readsheet Browser

!.. rilling %hrough to etailed ata

!..1. rill3%hrough Exa#(le

. /rite+ac- Modes and Sand+oxes

.1. /rite+ac- Modes

.1.1. Setting the write+ac- #ode

.2. ,nderstanding different tool+ar o(tions

.2.1. ,sing direct write+ac- and na#ed sand+oxes

os TM1 User Guide 10.1.0 http://pic.dhe.ibm.com/infocenter/ctm1/v10r1m0/advanced/print.j

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.2.2. ,sing a 'ersonal /or-s(ace and na#ed sand+oxes

.2.!. 'ersonal /or-s(ace without na#ed sand+oxes

.2.. irect write+ac- without sand+oxes

.!. ,sing a 'ersonal /or-s(ace or Sand+oxes

.!.1. ata $alues for leaf and consolidated cells in a sand+ox

.!.2. Resetting data $alues in a sand+ox or 'ersonal /or-s(ace

.!.!. ,nderstanding cell coloring for changed data $alues

.!.. &o##itting changed data fro# a 'ersonal /or-s(ace or sand+ox to +ase

.. 4o+ 5ueuing

..1. 0iewing the 5ueue

..2. &ancelling a o+ in the queue6. /or-ing with Su+sets

6.1. 7arrowing the "ist of Ele#ents

6.1.1. Selection &riteria

6.1.2. Sa$ing Su+sets

6.1.2.1. 'u+lic and 'ri$ate Su+sets

6.1.2.2. efault Su+sets

6.1.!. &reating i#ension Su+sets

6.1.. Selecting Ele#ents

6.1..1. Selecting a single ele#ent

6.1..2. Selecting adacent ele#ents

6.1..!. Selecting non3adacent ele#ents

6.1... Selecting ele#ents + hierarch le$el

6.1..6. Selecting ele#ents + attri+ute $alue

6.1..8. Selecting ele#ents + s(elling (attern6.1..9. ,sing /ildcard &haracters

6.1..:. Selecting Ele#ents ,sing a 0iew Extract

6.1..:.1. Range 'ara#eters

6.1..:.2. 0iew Extract Exa#(le

6.1.6. eleting Ele#ents fro# a Su+set

6.1.8. Sorting Su+set Ele#ents

6.1.9. &hanging the irection of Ex(ansion for &onsolidated Ele#ents

6.2. )dding a ,ser3efined &onsolidation to a Su+set

6.2.1. &reating ,ser3efined &onsolidations on the ;l

6.!. &reating na#ic Su+sets

6.!.1. &reating an Ex(ression3Based na#ic Su+set

6.!.2. &reating a ;ilter3Based na#ic Su+set

6.!.!. Editing na#ic Su+sets

8. /or-ing with &u+e 0iews8.1. Sa$ing &u+e 0iews

8.2. O(ening Sa$ed 0iews

8.2.1. O(ening 0iews fro# the Ser$er Ex(lorer

8.2.2. O(ening 0iews fro# the &u+e 0iewer

8.2.!. O(ening 0iews fro# the In3S(readsheet Browser

8.!. ;iltering 0iews

8.!.1. &ancelling a 0iew ;ilter

8.. &hanging is(la O(tions

8..1. *iding &ells &ontaining <eros

8..1.1. Su((ressing <eros on Rows

8..1.2. Su((ressing <eros on &olu#ns

8..1.!. Su((ressing <eros )cross a 0iew

8..1.!.1. Su((ressing <eros )cross a 0iew in the &u+e 0iewer

8..1.!.2. Su((ressing <eros )cross a 0iew in the In3S(readsheet Browser8..1.. <ero Su((ression and &onsolidations

8..2. ;or#atting &ells

8..2.1. )((ling ;or#at )ttri+utes to i#ension Ele#ents

8..2.2. ;or#atting 0iews in the &u+e 0iewer

8..2.!. ;or#atting 0iews in the In3S(readsheet Browser

8..2.. ;ree=ing 'anes in the In3S(readsheet Browser

8..!. &hanging the &olu#n Orientation

8.6. Modifing &ell 0alues

8.6.1. Recalculating a 0iew

8.6.1.1. Recalculating a 0iew in the &u+e 0iewer

8.6.1.2. Recalculating a 0iew in the In3S(readsheet Browser

8.6.1.!. Setting the In3S(readsheet Browser to Recalculate the 0iew + efault

8.6.2. ,nderstanding /rite+ac- and Sand+oxes


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8.6.!. Sa$ing &ell &hanges to is-

8.6.!.1. ,sing Batch ,(dates

8.6.!.1.1. Initiating Batch ,(dates

8.6.!.1.2. Sa$ing Batch ,(dates

8.6.!.1.!. iscarding Batch ,(dates

8.8. Ex(orting &u+e ata

8.8.1. Ex(orting ata fro# a &u+e

8.8.2. Ex(orting ata fro# a Sa$ed 0iew

8.8.!. &ontrolling the %(es of 0alues to Ex(ort fro# a &u+e

8.8.. efining Range 'ara#eters for Ex(orting &u+e ata

9. ,sing ata S(reading9.1. O$er$iew of ata S(reading

9.1.1. General 'rocedures for ata S(reading

9.1.1.1. Ste( 1 3 Select a cell or range fro# which ou want to initiate data s(reading

9.1.1.2. Ste( 2 3 Select a data s(reading #ethod

9.1.1.!. Ste( ! 3 S(ecif required $alues

9.1.1.. Ste( 3 Select the directions to extend s(reading

9.1.1.6. Ste( 63 Select an ,(date )ction

9.1.1.8. Other Ste(s

9.1.2. ,sing the 'ro(ortional S(read Method

9.1.!. ,sing the Equal S(read Method

9.1.. ,sing the Re(eat Method

9.1.6. ,sing the 'ercent &hange Method

9.1.8. ,sing the Straight "ine Method

9.1.9. ,sing the Growth > Method9.1.:. ,sing the Relati$e 'ro(ortional S(read Method

9.1.?. ,sing the Relati$e 'ercent )dust#ent Method

9.1.1@. ,sing the Re(eat "ea$es Method

9.1.11. ,sing the Equal S(read "ea$es Method

9.1.12. ,sing the &lear Method

9.2. Excluding &ells fro# ata S(reading

9.2.1. )((ling "eaf *olds

9.2.2. Releasing "eaf *olds

9.!. *olding &onsolidation 0alues &onstant

9.!.1. Interaction of &onsolidation *olds and "eaf *olds

9.!.2. )((ling &onsolidation *olds

9.!.!. Releasing &onsolidation *olds

9.. ata S(reading Sntax

9..1. 5uic- Reference %a+le9..1.1. ,sing Shortcuts in ifferent &lients

9..2. S(reading )cross a Selected Range of &ells

9..!. Sntax Exa#(les

9..!.1. S(reading )cross an Entire Row

9.6. ata S(reading 7otes

9.6.1. ata S(reading 7ot Su((orted in BR ;unctions

9.6.2. ata S(read Menu in /or-sheets is not na#ic

9.6.!. ata S(reading )((lies )cross Multi(le 'o(ulated Ranges

9.6.. S(reading )((lies to a Single &u+e

:. ,sing /or-sheets to )ccess ata

:.1. O$er$iew

:.2. Slicing a 0iew into a /or-sheet

:.2.1. %a-ing a Sna(shot of a 0iew

:.!. Modifing /or-sheets:.!.1. &hanging Ele#ent 7a#es in /or-sheets

:.!.2. %(ing Ele#ent 7a#es in /or-sheets

:.!.!. &o(ing Ele#ent 7a#es fro# %M1 &lients

:.!.. ,sing %M1 /or-sheet ;unctions to Retrie$e Ele#ent 7a#es

:.!.6. Entering In$alid Ele#ent 7a#es in /or-sheets

:.. ,nderstanding &u+e References

:..1. /riting &u+e References

:.6. &hanging &ell 0alues Stored in &u+es

:.8. &reating ;or#ulas with the ;or#ula Editor

:.8.1. ,sing the for#ula editor to (o(ulate a single cell in the two $iews wor-sheet

:.8.2. &o(ing the for#ula in the cell B: across in the to( re(ort

:.8.!. &orrecting &u+e References

:.8.. &reating %M1 /or-sheet ;unctions ,sing the Excel Insert ;unction


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:.9. &reating na#ic Re(orts

:.9.1. ,sing the 7EA% ;unction

:.9.2. ,sing the ;RS% ;unction

:.9.!. ,sing the E"&OM' ;unction

?. )cti$e ;or#s

?.1. )cti$e ;or#s O$er$iew

?.2. &reating an )cti$e ;or#

?.2.1. &reating an )cti$e ;or# fro# the &u+e 0iewer

?.2.2. &reating an )cti$e ;or# in Microsoft Excel

?.2.!. Sa$ing an )cti$e ;or#

?.2.. Recalculating an )cti$e ;or#?.2.6. eleting an )cti$e ;or#

?.!. /or-ing with )cti$e ;or#s

?.!.1. Su((ressingis(laing <eroes

?.!.2. ;iltering

?.!.!. ata S(reading and *olding

?.!.!.1. )((ling data s(reading

?.!.!.2. )((ling data holding

?.!.. rilling to Related ata

?.!.6. Editing Row Su+sets

?.!.8. Sa$ing the Row Su+set as a Static "ist of Ele#ents

?.!.9. &hanging %itle Ele#ents

?.!.:. Inserting a e(endent Section

?.!.?. Inserting &olu#ns

?.!.?.1. )dding ;unctions to an )cti$e ;or#?.. ;or#atting )cti$e ;or#s

?..1. Re$ealing the ;or#at Range

?..2. ,nderstanding )((lication of efault ;or#atting

?..!. Modifing )cti$e ;or# ;or#at efinitions

?... &reating )dditional ;or#ats

?..6. )((ling ;or#atting in an )cti$e ;or#

?.6. )cti$e ;or#s in %M1 /e+

?.8. )cti$e ;or# ;unctions

?.9. )cti$e ;or# ,sage 7otes

?.9.1. Sheet 7a#es &annot Include ash C3D &haracter

?.9.2. Merging &ells In an )cti$e ;or# Requires a Re+uild

?.9.!. )cti$e ;or#s Require at "east One Row i#ension

?.9.. ,sing &ell and 'assword 'rotection with )cti$e ;or#s

1@. &reating Re([email protected]. O$er$iew of %M1 Re(orts

[email protected]. &reating %M1 Re(orts

[email protected]. Setting the 'age "aout for %M1 Re(orts

[email protected]. Starting the 'rint Re(ort /i=ard

[email protected].!. Selecting the Sheets for the Re(ort

[email protected].. Selecting the %itle i#ensions for the Re(ort

[email protected]. eter#ining the 7u#+er of Sheets in a Re(ort

[email protected]. eter#ining the Order of Sheets in a Re(ort

[email protected]..!. Selecting i#ension Su+sets for the Re(ort

[email protected]. Selecting /or-+oo- 'rint O(tions

[email protected]. 'rint Single /or-+oo-

[email protected]. 'rint Multi(le /or-+oo-s

[email protected]. Selecting a 'rint estination

[email protected]. 'rinting %M1 Re([email protected].:. Sa$ing the %M1 Re(ort as an Excel ocu#ent

[email protected].?. Sa$ing the %M1 Re(ort as a '; ocu#ent

1@.!. Sa$ing and "oading %M1 'rint 4o+s

1@.!.1. Sa$ing a %M1 'rint 4o+

1@.!.2. "oading an Existing %M1 'rint 4o+

11. %M1 /e+ O$er$iew

11.1. Starting %M1 /e+

11.2. ,sing %M1 /e+

11.2.1. 7a$igation 'ane

11.2.2. &ontent 'ane

11.!. ata Browsing and )nalsis %as-s

11.. )d#inistrator %as-s

12. /or-ing with /e+sheets


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12.1. /e+sheet O$er$iew

12.1.1. 0isual ifferences Between /e+sheets and Excel /or-sheets

12.2. 0iewing a /e+sheet

12.!. ,sing the /e+sheet %ool+ar

12.. ,sing the /e+sheet 'aging %ool+ar

12.6. Editing ata in a /e+sheet

12.6.1. Editing ata in /e+sheet &ells

12.6.2. ,sing ata S(reading in a /e+sheet

12.6.!. Excluding &ells fro# ata S(reading

12.6.!.1. )((l a *old to a Single &ell or Range

12.6.!.2. Release a *old on a Single &ell or Range12.6.. Excluding &onsolidations fro# ata S(reading

12.6..1. )((l a &onsolidation *old to a Single &ell or Range

12.6..2. Release a &onsolidation *old on a Single &ell or Range

12.8. &hanging /e+sheet 'ro(erties

12.9. Recogni=ing Inherited Excel ;eatures in /e+sheets

12.9.1. *ide &olu#ns

12.9.2. &onditional ;or#atting

12.9.!. *(erlin-s

12.9.. ;ree=e 'anes

12.9..1. ,sing &lear%(e to Enhance is(la and Rendering of /e+sheets

12.9..2. String #easure#ent for wide colu#ns in %M1 /e+

12.9.6. ,sing &ell and 'assword 'rotection with /e+sheets

12.:. Generating a Re(ort fro# a /e+sheet

12.:.1. /e+sheet Ex(ort "i#itations12.:.1.1. Slice to ExcelSna(shot to Excel

12.:.1.2. Ex(ort to ';

1!. /or-ing in the %M1 /e+ &u+e 0iewer

1!.1. O(ening a &u+e 0iew in %M1 /e+

1!.2. ,sing the %M1 /e+ &u+e 0iewer %ool+ar

1!.!. 7a$igating 'ages

1!.. Re$iewing ata &hanges

1!.6. Sa$ing ata in a &u+e 0iew

1!.8. &onfiguring a &u+e 0iew

1!.8.1. Ex(anding and &olla(sing &onsolidations

1!.8.2. 'i$oting i#ensions

1!.8.!. *iding i#ensions

1!.8.. ;iltering a &u+e 0iew

1!.8.6. Selecting Ele#ents fro# a Su+set1!.8.8. rilling fro# a &u+e 0iew

1!.9. Editing ata in a &u+e 0iew

1!.9.1. Editing ata in &u+e 0iew &ells

1!.9.2. ,sing ata S(reading

1!.9.!. 5uic- ata Entr &o##ands

1!.9.!.1. ,sing Shortcuts in ifferent &lients

1!.9.. Entering ata into &onsolidated &ells on the /e+ &u+e 0iewer

1!.9.6. Excluding &ells fro# ata S(reading

1!.9.6.1. )((l a hold to a single cell or range

1!.9.6.2. Release a hold on a single cell or range

1!.9.8. Excluding &onsolidations fro# ata S(reading

1!.9.8.1. )((l a consolidation hold to a single cell or range

1!.9.8.2. Release a consolidation hold on a single cell or range

1!.:. &reating a 7ew &u+e 0iew1!.?. Generating a Re(ort fro# a &u+e 0iew

1!.?.1. &u+e 0iewer Ex(ort "i#itation

1. /or-ing with &harts

1.1. &hanging the &hart %(e &olors "egend and ! 0iew

1.2. &hanging &hart 'ro(erties

1.2.1. &hanging Basic &hart 'ro(erties

1.2.2. &hanging the &hart "egend

1.2.!. &hanging the ! Stle

1.2.. &hanging &hart "a+els

1.2.6. &hanging the A3axis and Y3axis

1.2.8. &hanging the )((earance of Your &hart

1.!. Ex(anding and &olla(sing &onsolidations in a &hart

1.. rilling fro# a &hart


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16. Editing Su+sets in %M1 /e+

16.1. Su+set Editing O$er$iew

16.1.1. Su+set Editor %(es

16.1.2. na#ic $ersus Static Su+sets

16.2. O(ening the Su+set Editor

16.!. Building a Si#(le Su+set

16.. is(laing the )d$anced Su+set Editor

16..1. ,sing the )d$anced Su+set Editor %ool+ar

16..2. Mo$ing Ele#ents

16..!. Mo$ing &onsolidations

16... Fee(ing Ele#ents16..6. eleting Ele#ents

16..8. ;iltering Ele#ents

16..8.1. ;iltering + )ttri+ute

16..8.2. ;iltering + "e$el

16..8.!. ;iltering + Ex(ression

16..9. ;inding Ele#ents

16..:. Sorting Ele#ents

16..?. Ex(anding and &olla(sing &onsolidations

16..?.1. Ex(anding a &onsolidation

16..?.2. &olla(sing a &onsolidation

16..1@. Inserting 'arents

16.6. &reating &usto# &onsolidations

16.6.1. &reating a &usto# &onsolidation fro# an Existing Su+set

16.6.2. &reating a &usto# &onsolidation fro# Selected Ele#ents18. Sa#(le &u+es

18.1. Sales'rior&u+e

18.1.1. i#ensions and Ele#ents

18.1.2. i#ension &onsolidations

18.1.2.1. Region i#ension

18.1.2.2. Model i#ension

18.1.2.!. )ccount1 i#ension

18.1.2.. Month i#ension

18.2. 'n"&u+e



18.2.2.1. )ccount2 i#ension

18.!. 'rice&u+e

18.!.1. i#ensions and Ele#ents18.!.2. i#ension &onsolidations

18.. Sales&u+e

18..1. i#ensions and Ele#ents

18..2. i#ension &onsolidations

18.6. SalesB5uarter&u+e



18.6.2.1. 5uarter i#ension

18.8. SalesB5uarter&u+e3%otalModel



19. %M1 is(la ;or#ats

19.1. Esta+lishing a &usto# ;or#at

19.2. &haracter 0alues19.!. 7u#eric 0alues

19.. ate and %i#e is(la ;or#ats

19.6. ate ;or#ats for ifferent "anguage Settings

1:. %M1 %ool+ars

1:.1. %he Standard %ool+ar

1:.2. %he S(reading %ool+ar

1:.!. %he e$elo(er %ool+ar

1:.. %he )cti$e ;or#s %ool+ar

1:.6. %he Ser$ers %ool+ar

1:.6.1. Ser$ers %ool+ar "i#itations

1:.8. %he Sand+ox %ool+ar

1?. 7otices

1?.1.


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2@. Glossar


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1. Introduction%his docu#ent is intended for use with IBMH &ognosH %M1H.

%his #anual descri+es how to use the %M1 Microsoft /indows clients )rchitect 'ers(ecti$es and %M1 &lient. It also

descri+es the we+3+ased client %M1 /e+.

IBM &ognos %M1 integrates +usiness (lanning (erfor#ance #easure#ent and o(erational data to ena+le co#(anies to

o(ti#i=e +usiness effecti$eness and custo#er interaction regardless of geogra(h or structure. %M1 (ro$ides i##ediate

$isi+ilit into data accounta+ilit within a colla+orati$e (rocess and a consistent $iew of infor#ation allowing #anagers to

quic-l sta+ili=e o(erational fluctuations and ta-e ad$antage of new o((ortunities.

Finding information

%o find IBM &ognos (roduct docu#entation on the we+ including all translated docu#entation access one of theIBM &ognos

Infor#ation &enters Chtt((u+li+.+oulder.i+#.co#infocentercogic$1r@#@index.s(D. Release 7otesH are (u+lished

directl to Infor#ation &enters and include lin-s to the latest technotes and )')Rs. You can search all of the &ognos %M1

docu#entation fro# the &ognos %M1 Infor#ation &enter.

Samples disclaimer

%he Great Outdoors &o#(an GO Sales an $ariation of the Great Outdoors na#e and 'lanning Sa#(le de(ict fictitious

+usiness o(erations with sa#(le data used to de$elo( sa#(le a((lications for IBM and IBM custo#ers. %hese fictitious

records include sa#(le data for sales transactions (roduct distri+ution finance and hu#an resources. )n rese#+lance to

actual na#es addresses contact nu#+ers or transaction $alues is coincidental. Other sa#(le files #a contain fictional data

#anuall or #achine generated factual data co#(iled fro# acade#ic or (u+lic sources or data used with (er#ission of theco(right holder for use as sa#(le data to de$elo( sa#(le a((lications. 'roduct na#es referenced #a +e the trade#ar-s of

their res(ecti$e owners. ,nauthori=ed du(lication is (rohi+ited.

Accessibility features

%his (roduct does not currentl su((ort accessi+ilit features that hel( users with a (hsical disa+ilit such as restricted

#o+ilit or li#ited $ision to use this (roduct.

Forard!loo"ing statements

%his docu#entation descri+es the current functionalit of the (roduct. References to ite#s that are not currentl a$aila+le

#a +e included. 7o i#(lication of an future a$aila+ilit should +e inferred. )n such references are not a co##it#ent

(ro#ise or legal o+ligation to deli$er an #aterial code or functionalit. %he de$elo(#ent release and ti#ing of features

or functionalit re#ain at the sole discretion of IBM.


38 26-09-20



#. Getting Started%his section descri+es how to start u( an IBMH &ognosH %M1H client and access data.

$efore %ou Start

Before ou start using an of the IBM &ognos %M1 clients ou #ust ha$e the %M1 software installed along with an

required software fro# other $endors. You will also need certain infor#ation a+out our networ- installation and

a((ro(riate securit (ri$ileges to the ser$ers and o+ects that ou want to access.

Starting TM1 Clients

%his section descri+es how to start %M1 clients.

Setting Client &ptions

You can set the following %M1 client o(tions in the %M1 O(tions dialog +ox. %he %M1 client o(tions are written to the

%#1(.ini file which stores all the configuration (ara#eters for %M1 clients.

Using t'e Ser(er )*plorer +indo

%he Ser$er Ex(lorer window is the starting (oint for #ost acti$ities within IBM &ognos %M1 .


38 26-09-20



#.1. $efore %ou StartBefore ou start using an of the IBMH &ognosH %M1H clients ou #ust ha$e the %M1 software installed along with an

required software fro# other $endors. You will also need certain infor#ation a+out our networ- installation and a((ro(riate

securit (ri$ileges to the ser$ers and o+ects that ou want to access.

,e-uired &t'er Softare

;or details on the required hardware and software see the Su((orted *ardware and Software to(ic on the IBM &ognos

Infor#ation &enter for this (roduct.

Microsoft )*cel Macro Security SettingMicrosoft Excel #acro securit #ust +e set to either "ow Mediu# or *igh to successfull run %M1 . Excel will not load

%M1 if #acro securit is set to 0er *igh.

ocal and ,emote Ser(ers

"ocal and re#ote %M1 ser$ers (ro$ide access to cu+es and data stored either on our co#(uter or on other co#(uters in

our networ-.

/arent topic Getting Started


438 26-09-20



#.1.1. ,e-uired &t'er Softare;or details on the required hardware and software see the Su((orted *ardware and Software to(ic on the IBMH &ognosH

Infor#ation &enter for this (roduct.

/arent topic Before You Start


438 26-09-20



#.1.#. Microsoft )*cel Macro Security SettingMicrosoft Excel #acro securit #ust +e set to either "ow Mediu# or *igh to successfull run %M1H . Excel will not load %M1

if #acro securit is set to 0er *igh.

/hen #acro securit is set to "ow Mediu# or *igh and ou ha$e configured the %M1 add3in to load auto#aticall when ou

start Excel %M1 will alwas load without requiring ou to res(ond to an (ro#(t when ou o(en Excel.

/hen ou atte#(t to o(en %M1 fro# the Start #enu on the /indows tas-+aror + o(ening the %#1(.xla file results will

$ar according to the Excel #acro securit setting.

If #acro securit is set to "ow %M1 will o(en without requiring ou to res(ond to an securit (ro#(t.

If #acro securit is set to Mediu# ou will +e (ro#(ted to ena+le #acros e$er ti#e ou o(en %M1 .

If #acro securit is set to *igh %M1 will not load in Excel. You will recei$e an error indicating that the wor-+oo- cannot

+e o(ened.

If ou want to run with #acro securit set to *igh ou #ust configure the %M1 add3in to load auto#aticall when ou start

Excel.

Setting Macro Security

Macro Securit in Excel can +e #odified to a nu#+er of securit le$els.



438 26-09-20



#.1.#.1. Setting Macro SecurityMacro Securit in Excel can +e #odified to a nu#+er of securit le$els.

/rocedure

&hoose Tools &ptions on the Excel #enu +ar.1.

&lic- the Security ta+ on the O(tions dialog +ox.2.

&lic- Macro Security.!.

&lic- the Security e(el ta+..Select either o Medium or ig' on the Securit dialog +ox and clic- &2.

) full descri(tion of each securit setting is a$aila+le on the Securit dialog +ox.

6.

&lic- the Trusted /ublis'ers ta+.8.

Select the Trust all installed add!ins and templates o(tion.9.

&lic- &2.:.

/arent topic Microsoft Excel Macro Securit Setting


438 26-09-20



#.1.3. ocal and ,emote Ser(ers"ocal and re#ote %M1H ser$ers (ro$ide access to cu+es and data stored either on our co#(uter or on other co#(uters in

our networ-.

) local ser$er gi$es ou exclusi$e access to data and o+ects in a set of /indows folders called data directories. uring

the %M1 client session onl ou can create +rowse and #odif data or o+ects that a local ser$er stores. You can also

control where the data directories are located.

Re#ote ser$ers (ro$ide access to shared data and o+ects in our organi=ation. ) userJs le$el of access de(ends on the

securit grou( that the ad#inistrator assigns to the user na#e Cclient ID that the user e#(los to access the re#ote

ser$er. ;or exa#(le a user #ight +e a+le to u(date March sales data that is stored on a de(art#entJs re#ote ser$er +utthat user can onl +rowse the ca#(aign data stored on the Mar-eting de(art#entJs re#ote ser$er.

You #ust -now the na#e of the ser$er with which ou want to wor-. If ou wor- with a local ser$er the ser$er na#e is

"ocal. If ou wor- with a re#ote ser$er our ser$er ad#inistrator #ust set u( a user na#e and (assword for ou +efore

ou can access that ser$er.

If ou wor- with a re#ote ser$er ou #ust -now the location of the )d#in *ost on which a %M1 )d#in Ser$er is

running and the )d#in *ost #ust +e accessi+le fro# our sste#.

%he )d#in Ser$er is a (rocess that trac-s the %M1 ser$ers running on our networ-. ) client references the )d#in

Ser$er to deter#ine which ser$ers are a$aila+le at an gi$en ti#e. ;or #ore infor#ation a+out the )d#in Ser$er see

)ccessing Re#ote Ser$ers.

)n %M1 client can access re#ote %M1 ser$ers +ut onl %M1 )rchitect and %M1 'ers(ecti$es su((ort local %M1 ser$ers.



438 26-09-20



#.#. Starting TM1 Clients%his section descri+es how to start %M1H clients.

%M1 'ers(ecti$es and %M1 &lient C%#1(.xlaD 3 run as add3ins to Microsoft Excel

)rchitect C%#1a.exeD 3 runs as a stand3alone a((lication

,unning TM1 /erspecti(es and TM1 Client

If ou ha$e configured Microsoft Excel to auto#aticall load %M1 whene$er Excel starts %M1 is also loaded.

,unning Arc'itect)rchitect can +e run using one of two different #ethods.



438 26-09-20



#.#.1. ,unning TM1 /erspecti(es and TM1 ClientIf ou ha$e configured Microsoft Excel to auto#aticall load %M1H whene$er Excel starts %M1 is also loaded.

If ou do not choose to auto#aticall load %M1 clic- Start All /rograms I$M Cognos TM1 /erspecti(es for MS )*cel

fro# the /indows tas-+ar to start %M1 'ers(ecti$es or %M1 &lient.

You can also #anuall load the %M1 add3in fro# Excel + following these ste(s

/rocedure

&hoose File &pen fro# the Excel #enu +ar.1.

7a$igate to the %M1 installation director.2.

ou+le3clic- Tm1p.*la.!.

Configuring TM1 to oad Automatically 'en %ou Start )*cel

uring a %M1 installation ou can choose to auto#aticall load %M1 when Microsoft Excel starts. You can also configure

%M1 to load auto#aticall.

ocal Ser(er Startup

e(ending on a clientJs %M1 configuration o(tions a local %M1 ser$er #a auto#aticall start when ou run 'ers(ecti$es

or %M1 &lient.

/arent topic Starting %M1 &lients


438 26-09-20



#.#.1.1. Configuring TM1 to oad Automatically 'en %ou Start )*celuring a %M1H installation ou can choose to auto#aticall load %M1 when Microsoft Excel starts. You can also configure

%M1 to load auto#aticall.

/rocedure

&lic- Tools Add!ins fro# the Excel #enu +ar.1.

Select TM1/.2.

&lic- &2.!.

/arent topic Running %M1 'ers(ecti$es and %M1 &lient


438 26-09-20



#.#.1.#. ocal Ser(er Startupe(ending on a clientJs %M1H configuration o(tions a local %M1 ser$er #a auto#aticall start when ou run 'ers(ecti$es or

%M1 &lient.

;or #ore infor#ation a+out starting the local ser$er at the +eginning of a session see Setting &lient O(tions.

/arent topic Running %M1 'ers(ecti$es and %M1 &lient


438 26-09-20



#.#.#. ,unning Arc'itect)rchitect can +e run using one of two different #ethods.

On the Microsoft /indows tas-+ar clic- Start All /rograms I$M Cognos TM1 Arc'itect.

O(en Tm1a.e*e in the %M1H <install_dir>K+in director. %he default (ath to the file is &K'rogra# ;ilesKIBMK&ognos

K%M1K+inKt#1a.exe.

e(ending on a clientJs configuration o(tions a local ser$er #a auto#aticall start when ou run )rchitect. ;or #ore

infor#ation a+out starting the local ser$er at the +eginning of a session seeSetting &lient O(tions.

/arent topic Starting %M1 &lients


438 26-09-20



#.3. Setting Client &ptionsYou can set the following %M1H client o(tions in the %M1 O(tions dialog +ox. %he %M1 client o(tions are written to the

%#1(.ini file which stores all the configuration (ara#eters for %M1 clients.

"ogin +eha$ior for %M1 clients

/hether the client can access a (ri$ate data+ase on a local ser$er

/hether the client can access re#ote %M1 ser$ers across the Internet

;or details on all the (ara#eters a$aila+le in %#1(.ini see the IBMH &ognosH %M1Installation and Configuration Guide

.

Setting ogin /arameters

"ogin (ara#eters define how %M1 clients connect to re#ote %M1 ser$ers either on a networ- C")7 or /)7D or across the

Internet.

Setting ocal Ser(er &ptions

Running %M1 with a local ser$er is o(tional. If ou wor- with data onl on re#ote ser$ers ou can (re$ent a local ser$er

fro# starting at the +eginning of the client session. ) re#ote ser$er is an %M1 ser$er our co#(uter accesses o$er a

networ-.

Setting Admin Ser(er Secure Soc"et ayer &ptions

%he %M1 client alwas co##unicates with the )d#in Ser$er $ia Secure Soc-et "aer CSS"D. B default the client is

configured to use the %M1 generated certificates that are included as (art of a standard %M1 installation. You can #odif

a client to use custo# certificates or retrie$e certificates fro# the /indows certificate store.



438 26-09-20



#.3.1. Setting ogin /arameters"ogin (ara#eters define how %M1H clients connect to re#ote %M1 ser$ers either on a networ- C")7 or /)7D or across the

Internet.

%o set login (ara#eters ou #ust (erfor# these tas-s

S(ecif the )d#in *ost.

Set the Integrated "ogin o(tion.

Specifying t'e Admin ost%he )d#in *ost is a #achine on which an )d#in Ser$er is running. %he )d#in Ser$er is a (rocess that trac-s all the %M1

ser$ers that run on a networ-. Re#ote ser$ers register infor#ation a+out the#sel$es on the )d#in Ser$er. In turn %M1

clients reference the )d#in Ser$er to locate the %M1 ser$ers a$aila+le on a networ-.

Setting t'e Integrated ogin &ption

Integrated "ogin ena+les the %M1 client to use /indows networ- authentication to access %M1 ser$ers. )fter ou log in to

a /indows wor-station ou can access %M1 without +eing (ro#(ted for a user na#e or (assword. In contrast using

standard %M1 authentication ou #ust su((l a user na#e and (assword whene$er ou log in to a ser$er.

/arent topic Setting &lient O(tions


438 26-09-20



#.3.1.1. Specifying t'e Admin ost%he )d#in *ost is a #achine on which an )d#in Ser$er is running. %he )d#in Ser$er is a (rocess that trac-s all the %M1H

ser$ers that run on a networ-. Re#ote ser$ers register infor#ation a+out the#sel$es on the )d#in Ser$er. In turn %M1

clients reference the )d#in Ser$er to locate the %M1 ser$ers a$aila+le on a networ-.

%M1 clients can then log in to these ser$ers through the Ser$er Ex(lorer as descri+ed in "ogging in to a Re#ote Ser$er.

/rocedure

O(en Ser$er Ex(lorer.1.

In the left (ane select TM1 .2.

&lic- File TM1 &ptions.

%he %M1 O(tions dialog +ox o(ens.

!.

In the )d#in *ost field s(ecif the na#e of the co#(uter on which the %M1 )d#in Ser$er is running. If ou want to

access ser$ers registered on different )d#in Ser$ers use a se#icolon to se(arate the na#e of each )d#in *ost.

4ote You #ust enter a na#e not an I' address in the )d#in *ost field.

You can also clic- the Admin ost +utton to select one of the six #ost recentl used )d#in *osts.

.

&lic- &2.

) #essage (ro#(ts ou a+out disconnecting fro# currentl accessed ser$ers.

6.

If ou want to access a new list of ser$ers clic- %es. If ou want to continue to see the current list of re#ote ser$ers

during this session clic- 4o.

If ou clic- Yes ser$ers a$aila+le through )d#in Ser$er on the s(ecified )d#in *ost a((ear in the left (ane of the Ser$er

Ex(lorer window.

8.

/arent topic Setting "ogin 'ara#eters


438 26-09-20



#.3.1.#. Setting t'e Integrated ogin &ptionIntegrated "ogin ena+les the %M1H client to use /indows networ- authentication to access %M1 ser$ers. )fter ou log in to a

/indows wor-station ou can access %M1 without +eing (ro#(ted for a user na#e or (assword. In contrast using standard

%M1 authentication ou #ust su((l a user na#e and (assword whene$er ou log in to a ser$er.

Your ad#inistrator #ust configure and ena+le Integrated "ogin on %M1 ser$ers.

4ote Before ou ena+le Integrated "ogin on the %M1 client consult with our ad#inistrator to deter#ine if Integrated "ogin

is ena+led on the ser$ers ou will access.

)nabling t'e integrated login

%he Integrated login #ust +e ena+led #anuall in order for it to function.

Using standard TM1 aut'entication

In order to use standard authentication it #ust +e ena+led.

/arent topic Setting "ogin 'ara#eters


438 26-09-20



#.3.1.#.1. )nabling t'e integrated login%he Integrated login #ust +e ena+led #anuall in order for it to function.

/rocedure




%he %M1H O(tions dialog +ox o(ens.

!.

Select the Integrated ogin o(tion..

&lic- &2.6.

/arent topic Setting the Integrated "ogin O(tion


438 26-09-20



#.3.1.#.#. Using standard TM1 aut'enticationIn order to use standard authentication it #ust +e ena+led.

/rocedure

&lic- TM1 &ptions on the Excel #enu +ar.

%he %M1H O(tions dialog +ox o(ens.

1.

&lear the Integrated ogin o(tion.2.

&lic- &2.!.

/arent topic Setting the Integrated "ogin O(tion


438 26-09-20



#.3.#. Setting ocal Ser(er &ptionsRunning %M1H with a local ser$er is o(tional. If ou wor- with data onl on re#ote ser$ers ou can (re$ent a local ser$er

fro# starting at the +eginning of the client session. ) re#ote ser$er is an %M1 ser$er our co#(uter accesses o$er a

networ-.

If ou choose to run a local ser$er ou can s(ecif the data director that is loaded when the local ser$er starts.

You set these configuration o(tions in the %M1 O(tions dialog +ox.

/rocedure





!.

Start the local ser$er #anuall or auto#aticall

Manually 3 %o (re$ent the local ser$er fro# starting at the +eginning of a session clear the &onnect to "ocal Ser$er

on Startu( chec- +ox.

Automatically 3 %o auto#aticall start the local ser$er at the +eginning of a session select the &onnect to "ocal

Ser$er on Startu( chec- +ox.

.

%o s(ecif the data director loaded when the local ser$er starts enter the full (ath to the data director in the ocalSer(er 5ata 5irectory +ox.

&lic- $rose to na$igate to the a((ro(riate data director or clic- the ocal Ser(er 5ata 5irectory to select one of

the six #ost recent (aths to a "ocal Ser$er ata irector fro# a histor list.

You can concatenate #ulti(le data directories in the "ocal Ser$er ata irector +ox. %o do so se(arate each director

with a se#i3colon CLD as in the following exa#(le

C:\TM1data\sales;C:\yearly projections\TM1data\expenses

/hen ou s(ecif #ulti(le data directories all o+ects and data fro# each director are loaded when a local ser$er

starts. In the e$ent that an identicall na#ed o+ect exists in #ulti(le directories the first o+ect encountered is used.

4ote /hen ou s(ecif #ulti(le data directories for a local ser$er an director after the first director is accessed in

read3onl #ode.

6.

&lic- &2.8.



438 26-09-20



#.3.3. Setting Admin Ser(er Secure Soc"et ayer &ptions%he %M1H client alwas co##unicates with the )d#in Ser$er $ia Secure Soc-et "aer CSS"D. B default the client is

configured to use the %M1 generated certificates that are included as (art of a standard %M1 installation. You can #odif a

client to use custo# certificates or retrie$e certificates fro# the /indows certificate store.

/rocedure





!.

In the Certificate Aut'ority field s(ecif the full (ath to the certificate authorit file that issued the )d#in Ser$erJs

certificate.

.

If a certificate re$ocation file exists s(ecif the full (ath to the file in the Certificate ,e(ocation ist field. %his is an

o(tional fieldL if a re$ocation file does not exist lea$e this field +lan-.

6.

Enter the na#e of the (rinci(al to who# the )d#in Ser$erJs certificate is issued in theCertificate I5 field.8.

Select the Use Certificate Store o(tion if ou want to retrie$e the certificate authorit file that issued the )d#in

Ser$erJs certificate fro# the /indows certificate store. If this o(tion is selected the certificate authorit file s(ecified in

the &ertificate )uthorit field is ignored.

9.

If ou ena+le the ,se &ertificate Store o(tion ou #ust enter a $alid )*port Certificate I5 to s(ecif the identit -e

used to ex(ort the certificate authorit file.

:.

&lic- &2.?.

Restart the %M1 client.1@.



438 26-09-20



#.6. Using t'e Ser(er )*plorer +indo%he Ser$er Ex(lorer window is the starting (oint for #ost acti$ities within IBMH &ognosH %M1H .

Ser$er Ex(lorer is the starting (oint for the following acti$ities within &ognos %M1

&reating cu+es $iews di#ensions su+sets (rocesses and chores.

0iewing data in cu+es.

Re$iewing the list of cu+es and di#ensions stored on a local ser$er and on re#ote ser$ers.

"ogging in to re#ote ser$ers.

I#(orting data into cu+es.

You can access Ser$er Ex(lorer fro# %M1 'ers(ecti$es or %M1 &lient.

/rocedure

O(en Microsoft Excel.1.

If necessar load the %#1(.xla add3in as descri+ed in Running %M1 'ers(ecti$es and %M1 &lient.2.

&lic- TM1 Ser(er )*plorer.

%he Ser$er Ex(lorer window o(ens.

/hen ou start )rchitect Ser$er Ex(lorer o(ens i##ediatel.

!.

7ieing Information about &b8ects on t'e Ser(er

%he Ser$er Ex(lorer window is di$ided into two re3si=a+le (anes.

Accessing ,emote Ser(ers

%M1 #a-es re#ote ser$ers a$aila+le through a (rocess called the )d#in Ser$er which runs on a networ- )d#in *ost

#achine. /hen a re#ote %M1 ser$er is started the )d#in Ser$er records the %M1 na#e and networ- address and

#a-es this infor#ation a$aila+le to %M1 clients on the networ-.

ogging in to a ,emote Ser(er

%he (rocedure to log in to a re#ote ser$er $aries according to the login securit sche#e i#(le#ented + our %M1

ad#inistrator.

iding and 7ieing &b8ects in Ser(er )*plorer

You can ena+le or su((ress the dis(la of o+ect t(es in Ser$er Ex(lorer. %he +enefit of su((ressing the dis(la of o+ect

t(es +eco#es e$ident when ou wor- with a large data+aseL ou can $iew and focus onl on those o+ects ou need towor- with at an gi$en ti#e.



438 26-09-20



#.6.1. 7ieing Information about &b8ects on t'e Ser(er%he Ser$er Ex(lorer window is di$ided into two re3si=a+le (anes.

Tree pane 9left pane: 3 (resents hierarchical lists of cu+es di#ensions (rocesses chores and related o+ects that are

a$aila+le on the ser$ers.

/roperties pane 9rig't pane: 3 dis(las the (ro(erties of the %M1H o+ects which include cu+es di#ensions

(rocesses chores and related o+ects. &lic- 7ie /roperties +indo to dis(la or hide the 'ro(erties (ane.

4ote )ll screen shots in this guide include the 'ro(erties (ane.

%o access the list of a$aila+le ser$ers dou+le3clic- TM1 in the %ree (ane. In the following exa#(le there are three ser$ers

local sales and in$entor. %he (lus sign CD next to local and in$entor indicate that ou are logged on to these ser$ers.

/ith TM1 selected the 'ro(erties (ane shows the current data director and networ- address for all %M1 ser$ers a$aila+le

on our networ-. %he 'ro(erties (ane also shows our current login I for all ser$ers to which ou are connected.

,se the following ste(s to see the tree of cu+es $iews di#ensions su+sets and other o+ects that are a$aila+le on the local

ser$er.

/rocedure

In the %ree select the local ser$er.1.

&lic- 7ie )*pand All C'ildren.

You can also ex(and the tree one le$el at a ti#e

2.

&lic- the (lus sign C;D next to local.

) colla(sed tree of %M1 o+ects dis(las.

,se )((lications o+ects to organi=e other o+ects into logical grou(ings. ;or #ore infor#ation see the IBMH &ognosH

%M1 Developer Guide.

,se 'rocess o+ects to i#(ort data into %M1 .

,se &hores to schedule (rocesses and re(lications for auto#atic execution. You use the Re(lication functionalit to co(

cu+es +etween ser$ers. ;or #ore infor#ation see O(ening a &u+e 0iew in %M1 /e+.

!.

%o see the list of cu+es clic- the (lus sign C;D next to &u+es..

%o see the co#(lete list of di#ensions on the local ser$er clic- the (lus sign C;D next to i#ensions.

In the following exa#(le of a %ree (ane ou see lists of cu+es di#ensions $iews and su+sets on a local ser$er. %he

Sales&u+e is ex(anded to dis(la the di#ensions that co#(rise the cu+e and the sa$ed $iews associated with the cu+e.

6.


438 26-09-20



/arent topic ,sing the Ser$er Ex(lorer /indow


438 26-09-20



#.6.#. Accessing ,emote Ser(ers%M1H #a-es re#ote ser$ers a$aila+le through a (rocess called the )d#in Ser$er which runs on a networ- )d#in *ost

#achine. /hen a re#ote %M1 ser$er is started the )d#in Ser$er records the %M1 na#e and networ- address and #a-es

this infor#ation a$aila+le to %M1 clients on the networ-.

Re#ote ser$ers a((ear in the %ree (ane of the Ser$er Ex(lorer window with a na#e other than local.

%o access the cu+es and di#ensions on a re#ote ser$er ou #ust s(ecif the )d#in *ost on which an )d#in Ser$er is

running and log on to the %M1 . Re#ote ser$ers can +ut need not +e on a #achine other than the local ser$er #achine.

%he local la+el i#(lies it is a N(ri$ateN ser$er not its location.

;or the na#e of the )d#in *ost for our networ- see our %M1 ad#inistrator. %o s(ecif the )d#in *ost na#e use the %M1

O(tions dialog +ox as descri+ed in Setting &lient O(tions.

Updating t'e ist of A(ailable Ser(ers

uring the IBM &ognos %M1 session additional re#ote ser$ers #a register on the )d#in Ser$ers referenced + a client.



438 26-09-20



#.6.3. ogging in to a ,emote Ser(er%he (rocedure to log in to a re#ote ser$er $aries according to the login securit sche#e i#(le#ented + our %M1H

ad#inistrator.

If our ad#inistrator has configured and ena+led Integrated "ogin on our networ- ou are auto#aticall logged into %M1

with our /indows user na#e and (assword when ou access ser$ers in Ser$er Ex(lorer.

If our ad#inistrator has ena+led standard %M1 authentication on our networ- ou need a user na#e and (assword for

each %M1 ser$er ou want to access. Your %M1 ad#inistrator can (ro$ide ou with the user na#es and (asswords.

/rocedure

ou+le3clic- a ser$er na#e in the Ser$er Ex(lorer window. Ser$er na#es are (receded + .

%he Ser$er "ogin dialog +ox o(ens.

1.

%(e a user na#e and (assword.2.

&lic- &2.

%he icons for the cu+es and other o+ects on the ser$er a((ear +eneath the ser$er na#e in the %ree (ane of Ser$er

Ex(lorer.

!.

%o $iew the list of cu+es on the re#ote ser$er dou+le3clic- Cubes.

You can dou+le3clic- an o+ect or grou( of o+ects that dis(la with a to re$eal the su+sequent #e#+er o+ects. ;or

exa#(le dou+le3clic-ing the i#ensions grou( re$eals all the di#ensions a$aila+le on the ser$er.

.



438 26-09-20



#.6.6. iding and 7ieing &b8ects in Ser(er )*plorerYou can ena+le or su((ress the dis(la of o+ect t(es in Ser$er Ex(lorer. %he +enefit of su((ressing the dis(la of o+ect

t(es +eco#es e$ident when ou wor- with a large data+aseL ou can $iew and focus onl on those o+ects ou need to wor-

with at an gi$en ti#e.

7ieing or 'iding an ob8ect

O+ects can +e $iewed or hidden +ased on what the user needs.

)nabling or suppressing t'e display of control ob8ects

You can ena+le or su((ress the dis(la of control o+ects.



438 26-09-20



#.6.6.1. 7ieing or 'iding an ob8ectO+ects can +e $iewed or hidden +ased on what the user needs.

/rocedure

O(en the 7ie #enu.1.

Select the t(e of o+ect ou want to $iew or hide.

/hen ou ena+le the dis(la of an o+ect t(e a chec- #ar- dis(las next to the o+ect t(e na#e.

/hen ou su((ress the dis(la of an o+ect t(e the o+ect t(e na#e dis(las without a chec- #ar-. In thefollowing exa#(le onl the dis(la of cu+es and (rocesses is ena+ledL the dis(la of all other o+ect t(es is

su((ressed.

%he corres(onding $iew of Ser$er Ex(lorer follows

/hen the dis(la of di#ensions is su((ressed in Ser$er Ex(lorer the a((ro(riate di#ensions do a((ear when ou

ex(and a cu+e to re$eal its #e#+er di#ensions.

You can also hide or $iew control o+ects in Ser$er Ex(lorer.

%M1H uses control o+ects for the following acti$ities

)((l securit

Manage clients and grou(s

Store o+ect attri+utes and (ro(erties

Recei$e statistical (erfor#ance data

&ontrol o+ects are easil identifia+le in Ser$er Ex(lorer +ecause their na#es alwas +egin with a right curl +race CD.

;or details on control o+ects see the IBMH &ognosH %M1 Operation Guide.

2.

/arent topic *iding and 0iewing O+ects in Ser$er Ex(lorer


438 26-09-20



#.6.6.#. )nabling or suppressing t'e display of control ob8ectsYou can ena+le or su((ress the dis(la of control o+ects.

/rocedure

O(en the 7ie #enu.1.

&lic- 5isplay Control &b8ects.

/hen ou ena+le the dis(la of control o+ects a chec- #ar- dis(las next to the o(tion na#e.

/hen ou su((ress the dis(la of control o+ects the o(tion na#e dis(las without a chec- #ar-.

2.

/arent topic *iding and 0iewing O+ects in Ser$er Ex(lorer


438 26-09-20



3. $rosing 5ata%his section descri+es how to use the IBMH &ognosH %M1H &u+e 0iewer and In3S(readsheet Browser to +rowse data.

$rosing 5ata &(er(ie

You can +rowse data in either the &u+e 0iewer or the In3S(readsheet Browser.

)*panding 5etail in a 7ie

/hile accessing an $iew of our data ou can ex(and the detail to our (reference.

C'anging Title 5imension )lements

You can access a co#(letel different $iew of cu+e data + changing an ele#ent in a title di#ension. ;or exa#(le if ouchange the Region title ele#ent fro# /orld to Euro(e %M1 dis(las a new set of $alues in our +rowser.

5rilling T'roug' to 5etailed 5ata

%M1 (ro$ides drill3through ca(a+ilities that let ou clic- on a cell in a cu+e $iew and drill3through to detailed data which

(ro$ides additional infor#ation or context for the cell. %he detailed data is usuall an extract fro# a relational data+ase

or a cu+e $iew.


438 26-09-20



3.1. $rosing 5ata &(er(ieYou can +rowse data in either the &u+e 0iewer or the In3S(readsheet Browser.

&u+e 0iewer 3 ) window that lets ou o(en configure (rint and sa$e $iews of %M1H data. You can also create slices

and sna(shots of $iews.

In3S(readsheet Browser 3 "ets ou +rowse %M1 data in an Excel s(readsheet and includes #ost of the features of the

&u+e 0iewer.

%he In3S(readsheet Browser does not su((ort the Rules %racer and does not re(ort cell u(date status.

Because ou are +rowsing in a s(readsheet docu#ent ou can ta-e ad$antage of the Excel features to (erfor# the followingtas-s

&reate co#(lex wor-sheet functions that reference $alues in the %M1 data+ase

&hart against %M1 $alues

)((l stles to the In3S(readsheet Browser creating a custo# loo- and feel

Insert gra(hics and other o+ects

)n )cti$eA control na#ed %M1 0iew &ontrol i#(le#ents the In3S(readsheet Browser. %he %M1 0iew &ontrol icon is (resentwhene$er ou +rowse data in the In3S(readsheet Browser.

%o access the In3S(readsheet Browser co##ands right3clic- the %M1 0iew &ontrol icon.

Using Undo or ,edo,ndo allows ou to ta-e +ac- data entr changes + storing a collection of data #aintenance actions. Redo lets ou

restore the change that was undone. ,nder certain circu#stances for exa#(le when ou change to a different client

the collection of actions ends and ou can no longer use undo or redo.

Accessing 5ata t'roug' t'e Cube 7ieer

ata can +e accessed through the &u+e 0iewer.

Accessing 5ata t'roug' t'e In!Spreads'eet $roser

ata can +e accessed through the In3S(readsheet Browser. %his onl a((lies to IBM &ognos %M1 'ers(ecti$es onl.

Understanding Cell 5ata

Your data dis(las in cells in the &u+e 0iewer or the In3S(readsheet Browser. &ells contain the #easures ou are

trac-ing. E$er cell $alue is located at the intersection of one ele#ent in each di#ension.

/arent topic Browsing ata


438 26-09-20



3.1.1. Using Undo or ,edo,ndo allows ou to ta-e +ac- data entr changes + storing a collection of data #aintenance actions. Redo lets ou restore

the change that was undone. ,nder certain circu#stances for exa#(le when ou change to a different client the collection

of actions ends and ou can no longer use undo or redo.

e(ending on which client ou are using ou can use ,ndoRedo fro# the)dit #enu or fro# the ,ndo and Redo icons on

the tool+ar. In the &u+e0iewer ou can ho$er o$er the icons to see what data #aintenance action will +e ta-en for exa#(le

Data Entry 27.25 #eans the data entr of 29.26 will +e re#o$ed and whate$er the $alue was in the cell +efore that $alue

was entered will +e restored to the cell. Redo +eco#es a$aila+le onl after using ,ndo.

,ndoRedo is a$aila+le onl if %ransaction "ogging has +een turned on in a cu+e. B default transaction logging is turned on

for all cu+es howe$er our ad#inistrator can turn off logging on s(ecific cu+es. See NEna+ling and isa+ling "oggingN in the

Sste# and 'erfor#ance Monitoring cha(ter of the IB Cognos !"# Operation Guide for #ore infor#ation.

Fee( these guidelines in #ind when using ,ndoRedo

C'anging Cell 7alues in a 4on!Acti(e Screen

Re#e#+er that #an data change actions can ha$e an effect +eond the cells that are $isi+le. &onsolidated $alues

rule3calculated $alues cells included in ata S(reading or e$en cells in different $iews can all +e changed as a result of

#a-ing a data $alue change in one cell. /hen ou undo these actions all effected $alues are also changed e$en in cells

not $isi+le on the acti$e screen.

/hen ou use ,ndoRedo the collection of actions (ersists across $iews so a change to data that ou undid in a (re$ious

$iew is still a$aila+le to +e undone in our current $iew. ,se the icon ho$er hel( to accuratel antici(ate what data ,ndo

will re#o$e.

)nding t'e Undo<,edo Collection

&ertain actions end the collection of data changes and #a-e ,ndo una$aila+le. &hanging to a different ser$er user

interface user sand+ox or session ends the collection of actions for ,ndo.

;or exa#(le if ou (erfor# cell #aintenance in one user interface such as the we+ interface then #o$e to a differentuser interface such as the &u+e0iewer then (ress ,ndo onl the cell #aintenance actions ou too- in the &u+e0iewer

are +ac-ed out + ,ndo. Mo$ing to the new user interface started a new collection of ,ndo actions.

%he sa#e is true for each user. Each user stores their own collection of actions that can +e undone. %he data

#aintenance action collections are also stored + session. Once ou end a session ou can no longer use ,ndo.

/hen ou change to a different sand+ox a different collection is stored.

5ata Maintenance &nly

,ndo re#o$es onl data #aintenance actions.

;or exa#(le if ou change data in a cell then close the current $iew and o(en a different $iew when ou (ress ,ndo in

the second $iew the original data change Cin the first $iewJs cellD is ta-en +ac-. %his can +e confusing since ou are now

acti$e in the second $iew. %he action of changing the $iew is not data #aintenance and therefore is not affected + ,ndo

%he collection of actions (ersists across the change in $iews. ,se the ho$er text to +e sure of what will +e undone +

,ndo.

,ecalc

'ressing ,ndo (erfor#s a Recalc on our data.

/i(oting and 5rilling

'i$oting or drilling are not actions that are collected + ,ndo so these actions cannot +e undone.

If ou (erfor# cell #aintenance then (i$ot the data then (ress ,ndo onl the data #aintenance actions will +e undone

%he action of (i$oting the data is not stored in the undo collections so it is s-i((ed when ,ndo is (ressed.

Action $uttons

/hen ou (ress an action +utton ou can i##ediatel (ress ,ndo to re$erse the data change (erfor#ed + the action

+utton including an %ur+oIntegrator (rocesses.

Sa(e5ataAll

,sing Sa$e ata )ll or Sa$e ata does not sto( the collection of actions +ecause those o(tions (ush outstanding

changes to the a((ro(riate ser$er and are considered li-e an other data #aintenance action collected into the

transaction log.


438 26-09-20



Commit in a sandbo*

/hen wor-ing with a sand+ox or 'ersonal /or-s(ace (ressing &o##it sto(s the collection of ,ndo actions.

/arent topic Browsing ata O$er$iew


438 26-09-20



3.1.#. Accessing 5ata t'roug' t'e Cube 7ieerata can +e accessed through the &u+e 0iewer.

/rocedure

O(en the Ser$er Ex(lorer.1.

In the %ree (ane select the cu+e ou want to +rowse.2.

&lic- Cube $rose.

%he &u+e 0iewer window o(ens with the cu+eJs sste# default $iew.

!.

'ress F= or clic- ,ecalculate to dis(la the cell $alues.

In the &u+e 0iewer the na#e of a title di#ension dis(las in a screen ti(. /ith the #ouse (ointer (ause on an ele#ent

na#e. %he title di#ension dis(las in a ellow +ox.

%he &u+e 0iewer dis(las 1 significant digits of a nu#+er in a cell. ;or exa#(le the $alue

12!689:?12!689:?

dis(las as

12!689:?12!6@@@@ in the &u+e 0iewer.

)lthough %M1H dis(las onl 1 significant digits for a nu#+er it stores the entire nu#+er and uses that nu#+er in

calculations.

See also /or-ing in the /e+ &u+e 0iewer.

.



438 26-09-20



3.1.3. Accessing 5ata t'roug' t'e In!Spreads'eet $roserata can +e accessed through the In3S(readsheet Browser. %his onl a((lies to IBMH &ognosH %M1H 'ers(ecti$es onl.

/rocedure


In the %ree (ane select the cu+e ou want to +rowse.2.

&lic- Cube $rose in )*cel.

4ote You can also clic- TM1 In!Spreads'eet $roser in the Excel #enu +ar to o(en the In3S(readsheet Browser.

%M1 o(ens the default cu+e $iew in the In3S(readsheet Browser. If there is an o(en Excel s(readsheet the +rowser gets

inserted in the current acti$e cell. If there is no o(en Excel s(readsheet a new Excel docu#ent o(ens and the

In3S(readsheet Browser is inserted into cell )1.

!.

C'anging t'e 5efault $roser

/hen ou dou+le3clic- a cu+e or $iew in the Ser$er Ex(lorer that cu+e or $iew o(ens in the &u+e 0iewer. If ou (refer

+rowsing data in Excel s(readsheets ou can set the In3S(readsheet Browser as our default +rowser.



438 26-09-20



3.1.3.1. C'anging t'e 5efault $roser/hen ou dou+le3clic- a cu+e or $iew in the Ser$er Ex(lorer that cu+e or $iew o(ens in the &u+e 0iewer. If ou (refer

+rowsing data in Excel s(readsheets ou can set the In3S(readsheet Browser as our default +rowser.

%he following ste(s illustrate how to #a-e the In3S(readsheet Browser our default +rowser.

/rocedure

O(en our %#1(.ini file.

%he default location for the %#1(.ini file is

C:\Documents and Settings\<user name>\Application

Data\Applix\TM1.

1.

Set the InS(readsheetBrowser (ara#eter to T.2.

Sa$e %#1(.ini.

;or details on the %#1(.ini file and (ara#eters see the IBMH &ognosH %M1H Installation and Configuration Guide.

!.

/arent topic )ccessing ata through the In3S(readsheet Browser


438 26-09-20



3.1.6. Understanding Cell 5ataYour data dis(las in cells in the &u+e 0iewer or the In3S(readsheet Browser. &ells contain the #easures ou are trac-ing.

E$er cell $alue is located at the intersection of one ele#ent in each di#ension.

%o read a cell correctl ou need to -now what #easures ou are trac-ing in a cu+e. %o exa#ine the #easures in an

exa#(le o(en the Exa#(le1 $iew of the Sales'rior cu+e.

/rocedure


&lic- 7ie )*pand All C'ildren.2.

Select the )*ample1 $iew under the Sales'rior&u+e cu+e.!.

&lic- Cube7ie $rose.

%he Exa#(le1 $iew of the Sales'rior&u+e cu+e o(ens in the &u+e 0iewer.

In the Sales'rior&u+e cu+e the )ccount1 di#ension contains #easures as ele#ents. %he cell $alue is a nu#+er of units

that is qualified co#(letel. %his nu#+er re(resents the 0ariance +etween the +udgeted and actual ,nits of " Series 2/

cars sold throughout the /orld o$er the course of an entire Year.

.

Calculated Cells

)ll the cells that deri$e $alues through di#ension consolidations or %M1H rules a((ear shaded in the &u+e 0iewer grid.

;or exa#(le all cells in a $iew would +e shaded when ele#ents along the title di#ensions are consolidated.



438 26-09-20



3.1.6.1. Calculated Cells)ll the cells that deri$e $alues through di#ension consolidations or %M1H rules a((ear shaded in the &u+e 0iewer grid. ;or

exa#(le all cells in a $iew would +e shaded when ele#ents along the title di#ensions are consolidated.

%he In3S(readsheet Browser dis(la does not differentiate cells that contain calculated $alues fro# cells that contain si#(le

$alues.

/arent topic ,nderstanding &ell ata


438 26-09-20



3.#. )*panding 5etail in a 7ie/hile accessing an $iew of our data ou can ex(and the detail to our (reference.

Stac- title di#ensions along rows or colu#ns

rill down through consolidated ele#ents

Stac"ing 5imensions

/hen ou stac- di#ensions ou see #ore detail along the colu#ns or rows of a $iew. In the following exa#(le the

ele#ents of the )ct$s+ud di#ension are stac-ed +eside the )ccount1 ele#ents. You can now easil co#(are actual

$alues with +udgeted $alues for the " Series 2/ #odels.

5rilling 5on t'roug' Consolidations

%he &u+e 0iewer and In3S(readsheet Browser use dis(la ele#ents to identif the consolidated ele#ents along the row

and colu#n di#ensions. You can drill down on the consolidated ele#ents to $iew the underling detail.



438 26-09-20



3.#.1. Stac"ing 5imensions/hen ou stac- di#ensions ou see #ore detail along the colu#ns or rows of a $iew. In the following exa#(le the

ele#ents of the )ct$s+ud di#ension are stac-ed +eside the )ccount1 ele#ents. You can now easil co#(are actual $alues

with +udgeted $alues for the " Series 2/ #odels.

Stac"ing 5imensions in t'e Cube 7ieer

You can stac- a title di#ension as a row or colu#n di#ension in the &u+e 0iewer.

Stac"ing 5imensions in t'e In!Spreads'eet $roser

You can stac- a title di#ension as a row or colu#n di#ension in the In3S(readsheet Browser.

/arent topic Ex(anding etail in a 0iew


438 26-09-20



3.#.1.1. Stac"ing 5imensions in t'e Cube 7ieerYou can stac- a title di#ension as a row or colu#n di#ension in the &u+e 0iewer.

Stac"ing a Title 5imension as a ,o 5imension

You can stac- a title di#ension as a row di#ension.

Stac"ing a Title 5imension as a Column 5imension

You can stac- a title di#ension as a colu#n di#ension.

/arent topic Stac-ing i#ensions


438 26-09-20



3.#.1.1.1. Stac"ing a Title 5imension as a ,o 5imensionYou can stac- a title di#ension as a row di#ension.

/rocedure

&lic- the ele#ent na#e in the title di#ension.1.

rag the ele#ent na#e to the right or left of a row di#ension na#e.

)s ou drag the ele#ent na#e toward a row di#ension the (ointer changes to a rectangle. /hen the ele#ent na#e is

next to a di#ension na#e one or two arrows a((ear. ) left arrow indicates that the di#ension will +e inserted to the leftof the row di#ension.

) left arrow with a right arrow indicate that the di#ension will +e inserted to the right of the row di#ension.

2.

Release the #ouse +utton when the (ointer is (ositioned where ou want to insert the di#ension.!.

/arent topic Stac-ing i#ensions in the &u+e 0iewer


438 26-09-20



3.#.1.1.#. Stac"ing a Title 5imension as a Column 5imensionYou can stac- a title di#ension as a colu#n di#ension.

/rocedure

&lic- the ele#ent na#e in the title di#ension.1.

rag the ele#ent na#e to the right or left of a colu#n di#ension na#e.2.


/arent topic Stac-ing i#ensions in the &u+e 0iewer


438 26-09-20



3.#.1.#. Stac"ing 5imensions in t'e In!Spreads'eet $roserYou can stac- a title di#ension as a row or colu#n di#ension in the In3S(readsheet Browser.

Stac"ing a title dimension as a ro dimension

) title di#ension can +e stac-ed as a row di#ension.

Stac"ing a title dimension as a column dimension

) title di#ension can +e stac-ed as a colu#n di#ension.

/arent topic Stac-ing i#ensions


438 26-09-20



3.#.1.#.#. Stac"ing a title dimension as a column dimension) title di#ension can +e stac-ed as a colu#n di#ension.

/rocedure

&lic- a title di#ension +utton.1.

rag the title di#ension to the right or left of a colu#n di#ension +utton.2.


/arent topic Stac-ing i#ensions in the In3S(readsheet Browser


438 26-09-20



3.#.#. 5rilling 5on t'roug' Consolidations%he &u+e 0iewer and In3S(readsheet Browser use dis(la ele#ents to identif the consolidated ele#ents along the row and

colu#n di#ensions. You can drill down on the consolidated ele#ents to $iew the underling detail.

5rilling 5on in t'e Cube 7ieer

In the &u+e 0iewer a (lus sign CD next to an ele#ent na#e identifies the ele#ent as a consolidation. %o $iew the

underling detail clic- .

5rilling 5on in t'e In!Spreads'eet $roser

In the In3S(readsheet Browser +old text identifies a consolidated ele#ent. %o drill down on a consolidation dou+le3clic-

the ele#ent na#e.

C'anging t'e 5irection of )*pansion 'en 5rilling 5on on Consolidations

You can control the direction in which a consolidated ex(ands + setting the Ex(and )+o$e o(tion in the Su+set Editor.

/arent topic Ex(anding etail in a 0iew


438 26-09-20



3.#.#.1. 5rilling 5on in t'e Cube 7ieerIn the &u+e 0iewer a (lus sign CD next to an ele#ent na#e identifies the ele#ent as a consolidation. %o $iew the underling

detail clic- .

%he following exa#(le shows the detail for the quarters that are ele#ents of the Year consolidation.

/hen ou clic- next to a quarterl consolidation the #onthl data dis(las which is the lowest3le$el detail in the Month

di#ension.

%o hide the underling detail clic- the #inus sign C!D. %o hide the detail is rolling u( a consolidation.

/arent topic rilling own through &onsolidations


438 26-09-20



3.#.#.#. 5rilling 5on in t'e In!Spreads'eet $roserIn the In3S(readsheet Browser +old text identifies a consolidated ele#ent. %o drill down on a consolidation dou+le3clic- the

ele#ent na#e.

In the following exa#(le ou see the detail for the quarters that are ele#ents of the Year consolidation and the #onths that

are ele#ents of the 1 5uarter consolidation.

%o roll u( a consolidated ele#ent dou+le3clic- the ele#ent na#e again.



438 26-09-20



3.#.#.3. C'anging t'e 5irection of )*pansion 'en 5rilling 5on on ConsolidationsYou can control the direction in which a consolidated ex(ands + setting the Ex(and )+o$e o(tion in the Su+set Editor.

;or details see &hanging the irection of Ex(ansion for &onsolidated Ele#ents.



438 26-09-20



3.3. C'anging Title 5imension )lementsYou can access a co#(letel different $iew of cu+e data + changing an ele#ent in a title di#ension. ;or exa#(le if ou

change the Region title ele#ent fro# /orld to Euro(e %M1H dis(las a new set of $alues in our +rowser.

C'anging Title )lements in t'e Cube 7ieer

%he title ele#ent in the &u+e 0iewer can +e changed to suit our needs.

C'anging Title )lements in t'e In!Spreads'eet $roser

%he title ele#ent in the In3S(readsheet Browser can +e changed to our (reference.



438 26-09-20



3.3.1. C'anging Title )lements in t'e Cube 7ieer%he title ele#ent in the &u+e 0iewer can +e changed to suit our needs.

&cle through the current ele#ent na#es in the i#ension list. %he list contains the ele#ents of the current su+set. %he

sste# default su+set consists of all to(3le$el consolidated ele#ents with their i##ediate children and all si#(le

ele#ents that ha$e no (arents.

Select an ele#ent using the Su+set Editor window.

Cycling t'roug' t'e title element names

You can ccle through the title ele#ent na#es.

Selecting a ne title element using t'e subset editor

You can select a new title ele#ent using the su+set editor.

/arent topic &hanging %itle i#ension Ele#ents


438 26-09-20



3.3.1.1. Cycling t'roug' t'e title element namesYou can ccle through the title ele#ent na#es.

/rocedure

&lic- an ele#ent na#e arrow.

) list of the ele#ents in the current di#ension su+set o(ens.

1.

Select an ele#ent.

%M1H clears the &u+e 0iewer grid.

2.

'ress F= to see the data for the new $iew.

4ote %o auto#aticall see the new data whene$er ou change the $iew configuration clic-&ptions Automatic

,ecalculate.

In the following exa#(les the Region title ele#ent changes fro# /orld to Euro(e.

!.

/arent topic &hanging %itle Ele#ents in the &u+e 0iewer


438 26-09-20



3.3.1.#. Selecting a ne title element using t'e subset editorYou can select a new title ele#ent using the su+set editor.

/rocedure

ou+le3clic- the ele#ent na#e in the title di#ension.

%he Su+set Editor o(ens. %he left (ane shows the current su+set. %he current title ele#ent is highlighted.

1.

%o $iew all ele#ents in the di#ension clic- All .2.

Select one ele#ent and clic- &2.

%he &u+e 0iewer window o(ens with the data for the new title ele#ent.

!.

/arent topic &hanging %itle Ele#ents in the &u+e 0iewer


438 26-09-20



3.6. 5rilling T'roug' to 5etailed 5ata%M1H (ro$ides drill3through ca(a+ilities that let ou clic- on a cell in a cu+e $iew and drill3through to detailed data which

(ro$ides additional infor#ation or context for the cell. %he detailed data is usuall an extract fro# a relational data+ase or a

cu+e $iew.

Before ou can use the drill3through feature a drill (rocess and drill assign#ent rule #ust +e defined for a cell. &reating drill

(rocesses and drill rules are ad$anced (rocedures that are descri+ed in the IBMH &ognosH %M1 Developer Guide.

%his section descri+es how to use drill3through features after (rocesses and assign#ent rules are in (lace. %he (rocedure for

drilling through to detailed data is identical in the &u+e 0iewer In3S(readsheet Browser and slices. /hen ou create a slicefro# a $iew an drill3through o(tions a$aila+le in the source $iew are also a$aila+le in the slice.

/rocedure

Right3clic- the cell for which ou want to $iew detailed data.

If a drill (rocess and assign#ent rule are esta+lished for the cell the rill co##and is a$aila+le.

1.

&lic- 5rill.

If the cell is associated with a single source of detailed data the data o(ens in a new window.

If the cell is associated with two or #ore sources of detailed data a list of the data sources dis(la. Select the source ou

want to $iew and clic- &2.

/hen the detailed data resides in a cu+e a new instance of the %M1 &u+e 0iewer o(ens dis(laing the detailed data.

You can see an exa#(le of this in rill3%hrough Exa#(le.

/hen the detailed data resides in a relational data+ase %M1 dis(las the data in a Relational rill3%hrough $iewer.

You can co( selected data fro# this window to the &li(+oard.

%o select an adacent range of cells clic- the first cell in the range hold down S*I;% and clic- the last cell in the

range.

%o select a non3adacent range of cells hold down &%R" and clic- each cell in the range.

%o select all cells in the Relational rill3%hrough $iewer clic- Select All ,ecords .

%o co( selected cells to the cli(+oard clic- Copy .

2.

5rill!T'roug' )*ample

%he %M1 sa#(le data+ase includes a cu+e na#ed SalesB5uarter&u+e3%otalModel. %his cu+e contains $alues for total#odel sales + quarter. %he cu+e does not include the $alues for indi$idual #odels +ut a drill (rocess and assign#ent

rule are esta+lished. %he drill (rocess and assign#ent rule allow ou to drill fro# a cell in SalesB5uarter&u+e3%otalMode

to a different cu+e $iew that (ro$ides data for indi$idual $ehicle #odels.



438 26-09-20



3.6.1. 5rill!T'roug' )*ample%he %M1H sa#(le data+ase includes a cu+e na#ed SalesB5uarter&u+e3%otalModel. %his cu+e contains $alues for total

#odel sales + quarter. %he cu+e does not include the $alues for indi$idual #odels +ut a drill (rocess and assign#ent rule

are esta+lished. %he drill (rocess and assign#ent rule allow ou to drill fro# a cell in SalesB5uarter&u+e3%otalModel to a

different cu+e $iew that (ro$ides data for indi$idual $ehicle #odels.

/rocedure

O(en the 5rill>to>detailed>data $iew of SalesB5uarter&u+e3%otalModel.1.

Right3clic- the cell at the intersection of ,nits and 1 5uarter.

%his cell identifies the actual Scandina$ia units for N1 5uarterN.

2.

&lic- 5rill.

) $iew of a different cu+e CSalesB5uarter&u+eD o(ens with the detailed data.

%his $iew (ro$ides the actual units $alues for indi$idual $ehicle #odels for the sa#e region and quarter as the cell fro#

which ou selected the rill co##and.

!.

/arent topic rilling %hrough to etailed ata


438 26-09-20



6. +ritebac" Modes and Sandbo*esIBMH &ognosH %M1H offers different was to wor- with data changes.

%he /rite+ac- #ode in co#+ination with the t(e of Sand+ox deter#ines how changes to the ser$er data are #anaged.

%hese different o(tions allow the ad#inistrator to #ix and #atch a $ariet of ca(a+ilities so that e$er installation and e$er

usergrou( can wor- in the wa that is +est for the#. %M1 also offers 4o+ 5ueuing to #ore efficientl (rocess data change

su+#issions to the ser$er.

If ou do not understand %M1 sand+oxes see ,sing a 'ersonal /or-s(ace or Sand+oxes for co#(lete details.

+ritebac" ModesIn IBM &ognos %M1 ou can hold changes in a (ri$ate area so that ou can decide #anuall when to write the data

changes +ac- to the ser$er and there+ #a-e our changes a$aila+le to others. %his (ri$ate area is called a 'ersonal

/or-s(ace or a sand+ox de(ending on the extent of its ca(a+ilities. /hen ou co##it the data changes that were in

our (ri$ate area to the +ase data the changed $alues are written to the ser$er.

Understanding different toolbar options

You can deter#ine how our usergrou( is designed to o(erate +ased on the o(tions (resented on the tool+ar. ;or

exa#(le if ou ha$e Sand+ox granted ou ha$e access to the &reate and elete Sand+ox o(tions. /hen ou do not see

a sand+ox list ou ha$e 'ersonal /or-s(ace /rite+ac- Mode.

Using a /ersonal +or"space or Sandbo*es

It is hel(ful to understand how IBM &ognos %M1 i#(le#ents the sand+ox conce(t. %his section descri+es sand+oxes and

'ersonal /or-s(aceJs in detail.

?ob @ueuing%o #axi#i=e (rocessing s(eed and reduce Ntraffic a#sN when writing +ac- data 'ersonal /or-s(ace and Sand+ox

su+#issions can +e (rocessed using a o+ queue.


438 26-09-20



6.1. +ritebac" ModesIn IBMH &ognosH %M1H ou can hold changes in a (ri$ate area so that ou can decide #anuall when to write the data

changes +ac- to the ser$er and there+ #a-e our changes a$aila+le to others. %his (ri$ate area is called a 'ersonal

/or-s(ace or a sand+ox de(ending on the extent of its ca(a+ilities. /hen ou co##it the data changes that were in our

(ri$ate area to the +ase data the changed $alues are written to the ser$er.

If ou (refer to wor- directl with the +ase data without a (ri$ate wor-s(ace ou can choose a direct write+ac- #ethod.

)nother o(tion our ad#inistrator can offer is the a+ilit to na#e and store data changes in a na#ed sand+ox.

/hen ou wor- in a sand+ox or 'ersonal /or-s(ace %M1 uses a change in cell coloring to re#ind ou when our data is notet #erged with the +ase. Once ou co##it the sand+ox or 'ersonal /or-s(ace the cell color is restored to +lac-. See

,nderstanding cell coloring for changed data $alues for #ore infor#ation.

Your )d#inistrator assigns the ca(a+ilities for each usergrou(. Since ou could +e a #e#+er of #ore than one grou( our

wor- s(ace o(tions can +e different de(ending on our login the client ou use and the co#+ination of settings. Onl

)d#inistrators ha$e access to the &a(a+ilit )ssign#ents.

)s- our ad#inistrator for details a+out how our sste# is designed to o(erate. See ,nderstanding different tool+ar o(tions

to learn how to deter#ine our write+ac- #ode and sand+ox setting using the tool+ar. See the IBM &ognos %M1 Operation

Guide for details a+out &a(a+ilit )ssign#ents.

Setting t'e ritebac" mode

%he /rite+ac- Mode &a(a+ilit deter#ines how data is write +ac- to the ser$er. /rite+ac- #ode is deter#ined +

whether a user has the 'ersonal /or-s(ace ca(a+ilit on or off.

/arent topic /rite+ac- Modes and Sand+oxes


438 26-09-20



6.1.1. Setting t'e ritebac" mode%he /rite+ac- Mode &a(a+ilit deter#ines how data is write +ac- to the ser$er. /rite+ac- #ode is deter#ined + whether a

user has the 'ersonal /or-s(ace ca(a+ilit on or off.

5escription /ersonal +or"space

Mode

Capability

&hanges are #ade directl to the +ase. Off

&hanges are held in a te#(orar area and are #anuall written to the +ase using the &o##it

+utton or o(tion. &ell coloring changes when data is changed +ut not et co##itted. You can

(rocess using the 4o+ 5ueue.

On

%he Sand+ox &a(a+ilit deter#ines if ou can na#e sand+oxes or if ou ha$e one default sand+ox

5escription Sandbo*

Capability

You can na#e the sand+ox and #anage #ulti(le sand+oxes. On

Onl one default sand+ox is a$aila+le. Off

%he co#+ination of these settings deter#ines how our data changes are stored and (rocessed.

;or exa#(le our usergrou( #a offer direct write+ac- with na#ed sand+oxes. %his is the default wor- design used +

%M1H . It #eans ou do not ha$e a 'ersonal /or-s(ace Cinstead ou ha$e direct write+ac- to the ser$erD +ut ou also ha$e

the o(tion of na#ing a set of changes and #anuall su+#itting the#. /ith this setting when ou first o(en a $iew ou are

in the +ase and an changes ou #a-e are written directl to the +ase. But if ou decide to sa$e our changes in a na#ed

sand+ox ou can use the &o##it +utton when ou are read to #anuall send those changes to u(date the +ase.

&onsider the case where ou usuall want to send the data directl to the ser$er. %hen ou ha$e a set of changes that ou

want to gather in a grou( +efore ou u(date the ser$er. You can use the &reate Sand+ox o(tions to sa$e the current data

changes in a (ri$ate sand+ox called Best Case. /hen ou are in the Best &ase sand+ox ou need to use &o##it to send thechanges to the +ase and #a-e the changes a$aila+le to others. )fter Best &ase is co##itted those changes #erge with the

+ase so others can see the changes and ou are now in the newl u(dated +ase. If ou are wor-ing in a sand+ox it is

i#(ortant to re#e#+er that ou #ust #anuall &o##it the sand+ox for others to see our changes. Be sure ou are read

to #a-e those changes (u+lic and that those changes should +e #erged into the +ase.

If ou #o$e +ac- to the +ase ou are +ac- to using direct write+ac-. %his setting offers a great deal of flexi+ilit. ,sers with

this setting need to re#e#+er when the are u(dating the +ase and when the &o##it +utton is needed to #a-e changes

a$aila+le to others.

Or our ad#inistrator #a decide that ou would li-e the flexi+ilit to wor- in a 'ersonal /or-s(ace write+ac- #ode +ut

ou do not want the co#(lexit of creating na#ed sand+oxes. In this case our )d#inistrator can grant ou the 'ersonal

/or-s(ace write+ac- #ode +ut den the Sand+ox ca(a+ilit.

/arent topic /rite+ac- Modes


438 26-09-20



6.#. Understanding different toolbar optionsYou can deter#ine how our usergrou( is designed to o(erate +ased on the o(tions (resented on the tool+ar. ;or exa#(le if

ou ha$e Sand+ox granted ou ha$e access to the &reate and elete Sand+ox o(tions. /hen ou do not see a sand+ox list

ou ha$e 'ersonal /or-s(ace /rite+ac- Mode.

Using direct ritebac" and named sandbo*es

B default IBM &ognos %M1 is set to use a direct write+ac- with na#ed sand+oxes. Your )d#inistrator #a ha$e set

our wor- o(tions to so#ething different.

Using a /ersonal +or"space and named sandbo*es%he 'ersonal /or-s(ace (ro$ides a (ri$ate wor- area where users can e$aluate data changes +efore co##itting the

changes to the +ase. Once data is co##itted it is #erged with the +ase and +eco#es a$aila+le to other users.

/ersonal +or"space it'out named sandbo*es

If ou ha$e access to a 'ersonal /or-s(ace +ut do not ha$e the a+ilit to na#e a sand+ox ou do not see the &reate

and elete Sand+ox +uttons and there is no area to list sand+oxes since ou alwas wor- in the sa#e Cand singleD

'ersonal /or-s(ace.

5irect ritebac" it'out sandbo*es

%his is the classic direct write+ac- #ode for IBM &ognos %M1 . In this #ode ou do not ha$e access to na#ed sand+oxes

or a 'ersonal /or-s(ace. You do not ha$e access to the &o##it or Reset ata +uttons or ha$e the a+ilit to use 4o+

5ueuing. ata changes are not identified + color changes in this o(tion. ata changes in this #ode i##ediatel u(datethe ser$er.



438 26-09-20



6.#.1. Using direct ritebac" and named sandbo*esB default IBMH &ognosH %M1H is set to use a direct write+ac- with na#ed sand+oxes. Your )d#inistrator #a ha$e set

our wor- o(tions to so#ething different.

%ou ant to /ersonal +or"space

Mode

Sandbo*

*a$e data changes u(date the ser$er i##ediatel. Occasionall ou want to

sa$e a set of changes and na#e the# +efore co##itting the# to the ser$er.

Off On

/hen ou ha$e direct write+ac- and na#ed sand+oxes the tool+ar starts out with the &o##it and reset ata +uttons

graed the Sand+ox +utton a$aila+le and the sand+ox list area dis(las PBaseQ

%he Sand+ox +utton indicates that ou can create and delete sand+oxes. %he &o##it +utton is graed +ut is (resent +ecause

there is nothing to co##it et. If ou #ade a data change and decided to sa$e it in a na#ed sand+ox &o##it and Reset

ata would +eco#e a$aila+le. &ell coloring would onl change when ou na#ed a sand+ox. ,ntil ou na#e a sand+ox ou

are o(erating in the +ase.

If 4o+ 5ueuing is turned on su+#itting the sand+ox to the ser$er is su+ect to queue (rocessing +efore the data changes are

co##itted.

/arent topic ,nderstanding different tool+ar o(tions


438 26-09-20



6.#.#. Using a /ersonal +or"space and named sandbo*es%he 'ersonal /or-s(ace (ro$ides a (ri$ate wor- area where users can e$aluate data changes +efore co##itting the changes

to the +ase. Once data is co##itted it is #erged with the +ase and +eco#es a$aila+le to other users.

,sing a 'ersonal /or-s(ace t(icall offers a (erfor#ance i#(ro$e#ent o$er irect /rite+ac- as users can e$aluate their

data changes +efore #a-ing a &o##it so in #ost cases there is less ser$er (rocessing. /hen 4o+ 5ueuing is turned on

our 'ersonal /or-s(ace is su+ect to (rocessing in the queue +efore co##itted changes are #erged with the +ase.

In 'ersonal /or-s(ace ou +egin with the +ase data. )s ou #a-e data entr changes the content that changes including

de(endent cells such as consolidations or rule3generated $alues change color to +lue to re#ind ou that these changes ha$e

not et +een #erged with the +ase #odel. /hen ou &o##it the 'ersonal /or-s(ace and (rocessing is co#(lete the color

changes +ac- to +lac- and ou are once again wor-ing on the Base. See ,nderstanding cell coloring for changed data $alues.

/hen ou ha$e 'ersonal /or-s(ace granted and the a+ilit to na#e sand+oxes also granted the starting (oint for sand+ox

data is identified in the tool+ar as PefaultQ.

You ha$e access to the &o##it and Reset ata +uttons when ou wor- in 'ersonal /or-s(ace.


Mode

Sandbo*

)lwas wor- in a (ri$ate area and decide when to co##it our changes to

the ser$er #anuall. Occasionall ou want to sa$e a set of changes and

na#e the# so#ething such as NBest &aseN +efore co##itting the# to the

ser$er.

On On

/hen ou ha$e 'ersonal /or-s(ace and na#ed sand+oxes the tool+ar includes &o##it Reset ata Sand+ox +uttons and

the sand+ox starting (oint is called PefaultQ

You ha$e the &o##it and Reset ata +uttons +ecause ou are wor-ing in a 'ersonal /or-s(ace. %he PefaultQ sand+ox is

the wa to identif the starting sand+ox until ou na#e a sand+ox.



438 26-09-20



6.#.3. /ersonal +or"space it'out named sandbo*esIf ou ha$e access to a 'ersonal /or-s(ace +ut do not ha$e the a+ilit to na#e a sand+ox ou do not see the &reate and

elete Sand+ox +uttons and there is no area to list sand+oxes since ou alwas wor- in the sa#e Cand singleD 'ersonal

/or-s(ace.


Mode

Sandbo*

)lwas wor- in a (ri$ate area and decide when to co##it our changes

to the ser$er #anuall. You do not want to allow the na#ing of #ulti(lesand+oxes.

On Off

/hen ou ha$e a 'ersonal /or-s(ace +ut do not ha$e the a+ilit to create na#ed sand+oxes the tool+ar offers &o##it and

Reset ata +ut no sand+ox listing area

Since ou alwas wor- in the sa#e 'ersonal /or-s(ace there are no sand+ox na#es to list +ut ou ha$e access to &o##it

and Reset ata.



438 26-09-20



6.3. Using a /ersonal +or"space or Sandbo*esIt is hel(ful to understand how IBMH &ognosH %M1H i#(le#ents the sand+ox conce(t. %his section descri+es sand+oxes

and 'ersonal /or-s(aceJs in detail.

%he sand+ox feature lets ou create our own (ersonal wor-s(ace or sand$o% where ou can enter and store data $alue

changes se(arate fro# +ase data. ) sand+ox is not a co( of the +ase data +ut a se(arate o$erla or laer of our own data

$alues that ou ha$e entered on to( of the +ase data. %his distinction (ro$ides a significant (erfor#ance i#(ro$e#ent and isi#(ortant to understand as ou #a-e changes to our data.

Base data is the data that all users can access. )n edits #ade to +ase data are written directl +ac- to the data+ase.

&and$o% data is our own (ersonal wor- area where ou can edit the data $alues as #an ti#es as ou want and -ee(

the changed data se(arate fro# the +ase data. Sand+oxes and 'ersonal /or-s(aceJs are (ri$ate to each user and cannot

+e seen + other users. Your data $alues are $iewa+le to others onl when ou co##it the# +ac- to the +ase data. )

'ersonal /or-s(ace is a s(ecial default sand+ox that is unna#ed and alwas where ou wor- if that ca(a+ilit is turned

on.

Sand+oxes are not stored on the client. %he consist of a se(arate and (ri$ate area of the ser$er. /hen ou wor- in a

sand+ox thin- of the +ase #odel data shining through to the sand+ox. /hen ou #a-e a change to data in the sand+ox it is

as if the +ase #odel data $alue is te#(oraril +loc-ed + the $alue ou entered in the sand+ox. In order to #a-e the +ase

#odel ta-e on the $alues in the sand+ox ou #ust &o##it the sand+ox. Once the sand+ox data $alues are co##itted the

are #erged with the +ase so that the changed $alues then u(date and +eco#e the +ase $alues.

;eatures of Sand+oxes and 'ersonal /or-s(aceJs include

'ri$ate data changes.

Sand+oxes and 'ersonal /or-s(aceJs let ou tr out different changes to the data +efore #a-ing those changes (u+lic to

other users and +efore co##itting those changes to the +ase data.

&ell &oloring.

&hanges to cell $alues in a sand+ox or 'ersonal /or-s(ace are identified + a change in cell content colors. %he cells

change color to re#ind ou that the change has not et +een #erged to the +ase data. Once data is co##itted and

(rocessing has co#(leted the cell coloring turns to +lac- again.

&ell coloring is also a((lied to an de(endent cells such as consolidated or rule calculated cells that our edits affect.

;or details see ,nderstanding cell coloring for changed data $alues.

5ueuing.

Sand+ox and 'ersonal /or-s(ace su+#issions can +e (rocessed using 4o+ 5ueuing so o+s waiting for resources do not

hold u( o+s that can +e (rocessed right awa. %he 4o+ 5ueue also allows ou to cancel a su+#ission. See&anceling a

o+ in the queue.

Manual &o##it.

/hen wor-ing in a sand+ox or 'ersonal /or-s(ace the &o##it +utton +eco#es a$aila+le so ou can decide when to

co##it changes to the +ase. /hen ou co##it the data our changes +eco#e a$aila+le to other users.

Reset ata.

In a sand+ox or 'ersonal /or-s(ace the Reset ata +utton +eco#es a$aila+le and lets ou return to the status of our

sand+ox since the last ti#e it was co##itted.

7a#ed sand+oxes let ou create Non3the3fl what3if Scenarios.N

e(ending on our configuration settings ou can na#e #ulti(le sand+oxes such as NBest &aseN or N/orst &aseN and

then co#(are the i#(act of our edits + switching +etween the#.

,emember Your ad#inistrator #a ha$e disa+led sand+oxes for our en$iron#ent or ha$e changed the write+ac- #ode for

our usergrou(.

%o wor- in a sand+ox ou #ust first o(en a $iew and then either create a new sand+ox or select an existing sand+ox. /hen

wor-ing in a sand+ox the selected sand+ox a((lies to all the other $iews in our current user session.

5ata (alues for leaf and consolidated cells in a sandbo*

%he data $alues for leaf and consolidated cells in a sand+ox are calculated.

,esetting data (alues in a sandbo* or /ersonal +or"space

Resetting a 'ersonal /or-s(ace or Sand+ox or clears all the changed data $alues that ou ha$e entered u( to that (oint

and resets all the data $alues +ac- to the current $alues in the +ase data.


438 26-09-20



6.3.1. 5ata (alues for leaf and consolidated cells in a sandbo*%he data $alues for leaf and consolidated cells in a sand+ox are calculated.

"eaf cell $alues in a sand+ox are a co#+ination of the $alues in the +ase and sand+ox cells. %he user3entered $alues in

sand+ox leaf cells o$er3ride the $alues in the +ase. )n leaf cell that has not +een changed in a sand+ox still shows the

+ase data.

&onsolidated cells in a sand+ox contain $alues that are the su# of the leaf cells dis(laed in sand+ox.

/arent topic ,sing a 'ersonal /or-s(ace or Sand+oxes


438 26-09-20



6.3.#. ,esetting data (alues in a sandbo* or /ersonal +or"spaceResetting a 'ersonal /or-s(ace or Sand+ox or clears all the changed data $alues that ou ha$e entered u( to that (oint and

resets all the data $alues +ac- to the current $alues in the +ase data.

/rocedure

e(ending on which %M1H co#(onent ou are using

In %M1 /e+ and Ser$er Ex(lorer )rchitect clic- the Sand+ox list and select ,eset Sandbo*.

In %M1 'ers(ecti$esMicrosoft Excel clic- the Reset Sand+ox +utton on the Sand+ox tool+ar.

,esults

)ll data $alues in the sand+ox are set to the current $alues in the +ase data. )n cell coloring is cleared and set to +lac-.



438 26-09-20



6.3.3. Understanding cell coloring for c'anged data (alues/hen ou enter a new $alue in a 'ersonal /or-s(ace or Sand+ox a $isual indicator is a((lied to the cell to re#ind ou that

the new $alue is different fro# the +ase $alues. %he color of the data changes fro# +lac- to either +lue or green or the

a((earance of the cell changes de(ending on which %M1H co#(onent ou are using. )n de(endent cells such as

consolidated or rule calculated cells also change in a((earance if our edits cause the# to +e recalculated.

%he following ta+le su##ari=es the cell coloring that is a((lied in the different %M1 user interfaces when ou enter new data

$alues in a sand+ox or 'ersonal /or-s(ace.

Cell Color TM1 Component +ritebac" Mode

5irect /ersonal +or"space or

Sandbo*

Blac- %M1 'ers(ecti$es

Microsoft Excel

)rchitect

Ser$er Ex(lorer

/hen ou in(ut a new $alue there is no

color change. )ll $alues dis(la in +lac-.

&o##itted 'ersonal /or-s(ace or

Sand+ox data.

Blue 7one 7ewl in(ut data.

Edited cells de(endent or

consolidated calls recalculatedcells

"eft +otto# corner of

cell dis(las in +lue

%M1 'ers(ecti$es

Microsoft Excel

7one 7ewl in(ut data.

Edited cells de(endent orconsolidated calls recalculated

cells

Green %M1 /e+

&u+e$iewer and

/e+sheets

7ew $alues 7ew $alues



438 26-09-20



6.6. ?ob @ueuing%o #axi#i=e (rocessing s(eed and reduce Ntraffic a#sN when writing +ac- data 'ersonal /or-s(ace and Sand+ox

su+#issions can +e (rocessed using a o+ queue.

%o turn on o+ queuing our ad#inistrator sets the 4o+5ueuing% (ara#eter in the ser$er configuration file. If this

(ara#eter is set to ; or not (resent Sand+ox or 'ersonal /or-s(ace su+#issions do not use a o+ queue. In irect

/rite+ac- #ode there is no o+ queuing regardless of this setting. IBMH &ognosH %M1H &ontri+utor does not use the o+queue.

%he +enefits of using su+#ission queuing include

'erfor#ance i#(ro$e#ents.

,se of the queue (re$ents data that is waiting for resources to hold u( other o+s that are read to (rocess.

&oncurrent wor-.

%he queue allows users to continue wor-ing on other o+s while waiting for resources to +e freed u( on a (articular o+.

%rans(arenc of (rocessing.

%he queue lets users #onitor the acti$it le$el in the queue.

Efficient use of (rocessing resources.

%he queue allows users to cancel o+s if necessar.

/hen the 4o+ 5ueue is ena+led and a 'ersonal /or-s(ace or sand+ox is su+#itted using a &o##it or Su+#it +utton thechanged data enters the queue as a o+ and is (rocessed onl when the resources needed to co#(lete the calculations

s(ecified + the cu+es +eco#e a$aila+le. If other sand+oxes or 'ersonal /or-s(aceJs are su+#itted while the original

sand+ox waits for resources the second su+#itted sand+ox can (roceed without waiting for the first one to resol$e its

resources.

/hen o+ queuing is ena+led the o+ queue +utton dis(las on the tool+ar. You can (ress this +utton to dis(la the

contents of the o+ queue. You can use the 4o+ 5ueue and Refresh +uttons (roacti$el to see how #an o+s are waiting to+e su+#itted or to #onitor the (rogress of a (articular su+#ission. )d#inistrators can see all the o+s waiting to +e

(rocessed in the queue. ,sers without )d#in rights see onl their own sand+ox su+#issions.

5ueuing (rogress is +ased on whether resources are a$aila+le not on the a#ount of data +eing (rocessed. ) su+#ission

with a large a#ount of data that resol$es its resources will +e (rocessed +efore a su+#ission with a s#all a#ount of data

that needs a resource that is in contention.

In #an cases sand+ox su+#ission will +e instantaneous. )t ti#es of high concurrent su+#issions a user can dis(la thequeue and decide to cancel a o+. ,sers can cancel onl their own o+s. )d#inistrators can cancel an o+ in the queue.

/hen ou ha$e su+#itted a 'ersonal /or-s(ace or sand+ox to the o+ queue

In the data an changed cells re#ain +lue. /hen the sand+ox co#(letes (rocessing those cells turn +lac-.

If ou ha$e Sand+ox turned on ou can create a new sand+ox or select an existing one and wor- as usual including

(erfor#ing a read write or su+#it. %hose su+#issions will also +eco#e su+ect to the queue. You can e$en create a new

sand+ox +ased on the queued data and wor- with those $alues in the new sand+ox +efore the queue (rocesses the

transactions.

You can freel quer an data in or out of a sand+ox or 'ersonal /or-s(ace +ut if ou tr to u(date the data the

following #essage dis(las so ou can indicate our intentions

You are attempting to perform Data Entry while previously committed data

changes reside in the queue. Click Yes to remove your submission from the Queue and continue with data entry, or click No to defer

your current data entry until the system completes processing of your

currently queued job.

%o re#o$e our su+#ission fro# the queue and retain the data changes ou ust entered clic- %es.

/hen ou cancel the o+ the data entr is a((ended to the current sand+ox so ou can continue wor-ing with it and

(ossi+l su+#it it at a later ti#e.

%o wait until the current o+ co#(letes (rocessing clic- 4o.

/hen ou clic- 7o the data entr that is not (art of the o+ is disregarded and the su+#ission continues

uninterru(ted. Be sure ou are willing to lose that data when ou clic-4o in this situation.


438 26-09-20



7ieing t'e @ueue

&lic- the 4o+ 5ueue +utton to dis(la the current state of the queue. You can select all o+s or select indi$idual o+s to

ta-e action on using the Select chec- +oxes.

Cancelling a 8ob in t'e -ueue

,se the Selection chec- +oxes to indicate which o+ su+#ission to cancel. You can select indi$idual o+s + selecting their

indi$idual chec- +ox or clic- the Select )ll chec- +ox to select all o+s currentl shown on the )cti$e ta+. &lic- the &ancel

o+ +utton after ou ha$e selected the o+s to re#o$e fro# the queue.



438 26-09-20



6.6.1. 7ieing t'e @ueue&lic- the 4o+ 5ueue +utton to dis(la the current state of the queue. You can select all o+s or select indi$idual o+s to ta-e

action on using the Select chec- +oxes.

%here are two ta+s in the 4o+ 5ueue )cti$e 4o+s and 'rocessed 4o+s.

Before a o+ co#(leted (rocessing it dis(las in the )cti$e 4o+s ta+. E$erone can see all acti$e o+s in the queue not ust

their own. %he infor#ation a$aila+le for each o+ includes a selection chec- +ox the relati$e (osition in the queue C7o.DL the

user that su+#itted the o+ C&lient IDL the date and ti#e of the su+#ission CSu+#ission %i#eDL the length of ti#e the o+

s(ent in the queue CurationDL and the current status C'ending for exa#(leD.

/hen a o+ is 'ending ou can clic- the &ancel 4o+ +utton to cancel the o+.

Once a o+ co#(letes (rocessing the 'rocessed ta+ is (o(ulated with the o+ infor#ation including the addition of

&o#(letion ti#e if the o+ co#(leted or was canceled. ) user can onl see their own (rocessed o+s.

,se the Refresh 5ueue +utton to u(date the o+ su+#ission listing if necessar.

You can also use Recalc or Refresh and watch for the +lue cell coloring to change to +lac- in the sand+ox to indicate that the

data has +een written to the ser$er.

/arent topic 4o+ 5ueuing


438 26-09-20



6.6.#. Cancelling a 8ob in t'e -ueue,se the Selection chec- +oxes to indicate which o+ su+#ission to cancel. You can select indi$idual o+s + selecting their

indi$idual chec- +ox or clic- the Select )ll chec- +ox to select all o+s currentl shown on the )cti$e ta+. &lic- the &ancel o+

+utton after ou ha$e selected the o+s to re#o$e fro# the queue.

/arent topic 4o+ 5ueuing


438 26-09-20



.1. 4arroing t'e ist of )lementsYou can narrow the list of ele#ents that ou see along the row and colu#n di#ensions in the &u+e 0iewer or In3S(readsheet

Browser + creating di#ension su+sets.

) su+set can include +oth consolidated and si#(le ele#ents.

,sing di#ension su+sets ou can focus on

'roduct grou(s that ou trac-.

%o(3(roducing sales(eo(le.

"agging sales regions.

Stores that ha$e co##on attri+utes such as square footage and the nu#+er of e#(loees.

) su+set is either static or dna#ic.

Static subset 3 &ontains a user3defined list of di#ension ele#ents that does not change unless ou #anuall edit the

su+set.

5ynamic subset 3 &ontains an MA ex(ression that executes to dis(la the ele#ents to the dna#ic su+set. ;or details

see &reating i#ension Su+sets.

You can also narrow the dis(la of ele#ents along row di#ensions + filtering cu+e $alues. ;or details see &reating a

;ilter3Based na#ic Su+set.

Selection CriteriaYou can select ele#ents in fi$e was

Sa(ing Subsets

You can sa$e su+sets for future use. %he sa$ed su+sets a((ear in the Ser$er Ex(lorer +eneath the di#ension with which

the su+set is associated.

Creating 5imension Subsets

Su+sets can +e created using three different tools.

Selecting )lements

%here are se$eral was to select ele#ents to create a su+set in the Su+set Editor.

5eleting )lements from a Subset

You can delete single or #ulti(le ele#ents fro# a Su+set using the Su+set Editor.

Sorting Subset )lements

%here are se$eral o(tions for sorting ele#ents in the Su+set Editor.

C'anging t'e 5irection of )*pansion for Consolidated )lements

B default when ou ex(and a consolidated ele#ent in a su+set the children of the consolidation dis(la +elow the

consolidated ele#ent in the Su+set Editor. In the following exa#(le the quarterl children a((ear +elow the consolidated

ele#ent Year.

/arent topic /or-ing with Su+sets


438 26-09-20



.1.1. Selection CriteriaYou can select ele#ents in fi$e was

B hierarchical le$el such as all the le$el3@ ele#ents.

B s(elling (attern such as all the 1.: " car #odels.

B a attri+ute $alue such as the engine si=e.

B ele#ent na#e. ;or exa#(le ou can select the first fourth and se$enth #onths along a ti#e3series di#ension.

B s(ecific criteria with a $iew extract. You can select the ele#ents whose data #eet s(ecific criteria. ;or exa#(le oucan +uild a list of all regions in which the unit sales are greater than 1@@@ for a gi$en car #odel.

/arent topic 7arrowing the "ist of Ele#ents


438 26-09-20



.1.#. Sa(ing SubsetsYou can sa$e su+sets for future use. %he sa$ed su+sets a((ear in the Ser$er Ex(lorer +eneath the di#ension with which the

su+set is associated.

/ublic and /ri(ate Subsets

On re#ote ser$ers su+sets are either (ri$ate or (u+lic. You can create a (ri$ate su+set with the sa#e na#e as a (u+lic

su+set.

5efault Subsets

You can create a di#ension su+set na#ed efault that auto#aticall a((ears in the sste# default $iew. In the following

exa#(le a efault su+set dis(las for the Month di#ension that includes ele#ents for the first three #onths of the ear.



438 26-09-20



.1.#.1. /ublic and /ri(ate SubsetsOn re#ote ser$ers su+sets are either (ri$ate or (u+lic. You can create a (ri$ate su+set with the sa#e na#e as a (u+lic

su+set.

/ri(ate subset 3 )$aila+le onl to the user who creates the#.

/ublic subset 3 )$aila+le to all users on a re#ote ser$er who ha$e at least Read access to the associated di#ension.

You #ust ha$e )d#in (ri$ilege to the (arent di#ension to create a (u+lic su+set.

/arent topic Sa$ing Su+sets


438 26-09-20



.1.#.#. 5efault SubsetsYou can create a di#ension su+set na#ed efault that auto#aticall a((ears in the sste# default $iew. In the following

exa#(le a efault su+set dis(las for the Month di#ension that includes ele#ents for the first three #onths of the ear.

Su((ose ou #o$e the Month di#ension fro# the colu#n to the title di#ensions grou(. %he first ele#ent in the efault

su+set is a title ele#ent.

On re#ote ser$ers a efault su+set for a single di#ension is either (u+lic or (ri$ate.

/ri(ate 5efault subset 3 )$aila+le onl to ou

/ublic 5efault subset 3 )$aila+le to all users

4ote /hen a re#ote ser$er has +oth a (u+lic and a (ri$ate efault su+set for a di#ension our (ri$ate efault su+set

ta-es (recedence o$er the (u+lic efault su+set.

/arent topic Sa$ing Su+sets


438 26-09-20



.1.3. Creating 5imension SubsetsSu+sets can +e created using three different tools.

You can create su+sets through the following

Ser$er Ex(lorer window

&u+e 0iewer window

In3S(readsheet Browser

/rocedure

O(en a di#ension in the Su+set Editor.

;ro# the Ser$er Ex(lorer select a di#ension for which ou want to create a su+set and clic- 5imension Insert

4e Subset.

;ro# either the &u+e 0iewer or the In3S(readsheet Browser clic- a row or colu#n di#ension la+el.

%he Su+set Editor window o(ens with ele#ents of the current su+set dis(laed in the %ree (ane.

1.

%o see all the ele#ents in their di#ension hierarchies clic-All and then clic- )dit Sort ierarc'y.

)ll di#ension ele#ents dis(la in hierarchical order.

2.

Select one or #ore ele#ents in the di#ension + using the #ethods descri+ed in Selecting Ele#ents.!.

&lic- Subset Sa(e.

%he Sa$e Su+set dialog +ox o(ens.

.

ecide whether ou want to create the efault su+set or a na#ed su+set. If ou want to create a na#ed su+set s-i( to

ste( 8.

%o create the efault su+set clic- 5efault.

%he word efault dis(las in the Su+set 7a#e +ox.

6.

&reate a (ri$ate or (u+lic su+set.

%o create a (ri$ate su+set select the /ri(ate chec- +ox.

%o create a (u+lic su+set clear the /ri(ate chec- +ox. You #ust ha$e )d#in (ri$ilege to the (arent di#ension to create

a (u+lic su+set.

8.

%o create a na#ed su+set t(e a na#e C268 +tes #axi#u#D in the Su+set 7a#e +ox.

4ote ;or /estern character sets such as English a single character is re(resented + a single +te allowing ou to

na#e a su+set with 268 characters. *owe$er large character sets such as &hinese 4a(anese and Forean use #ulti(le

+tes to re(resent one character. In this case the 268 +te li#it #a +e exceeded sooner and not actuall allow the

entr of 268 characters.

9.

&lic- &2.

In the 0iew list the 'ri$ate Su+set icon to the left of the su+set na#e S Series Sedan re(resents a (ri$ate su+set.

:.

&lic- &2 to return to the &u+e 0iewer or In3S(readsheet Browser.?.

Recalulate.

In the &u+e 0iewer or In3S(readsheet Browser the su+set na#e re(laces the na#e of the row or colu#n di#ension.

%he following exa#(les show the Model di#ension (ositioned as a row di#ension. Each row la+el contains the na#e of

one of the nine ele#ents in the S Series Sedan su+set.

Cube 7ieer

1@.


438 26-09-20



In!Spreads'eet $roser

In the Ser$er Ex(lorer the /ublic Subset icon re(resents s a (u+lic su+set while the /ri(ate Subset s#+ol

re(resents a (ri$ate su+set.



438 26-09-20



.1.6.1. Selecting a single elementYou can select a single ele#ent.

/rocedure

In the %ree (ane clic- an ele#ent na#e.1.

&lic- )dit 2eep or clic- 2eep .

%he su+set contains the single selected ele#ent. )ll other ele#ents in the %ree (ane are hidden.

2.

/arent topic Selecting Ele#ents


438 26-09-20



.1.6.3. Selecting non!ad8acent elementsYou can select non3adacent ele#ents.

/rocedure

&lic- the first ele#ent na#e.1.

*old down &trl and clic- the other ele#ents ou want to include.2.

&lic- )dit 2eep or clic- 2eep .

%he selected ele#ents re#ain in the su+set while all other ele#ents are hidden.

!.



438 26-09-20



.1.6.6. Selecting elements by 'ierarc'y le(elYou can select ele#ents + hierarch le$el.

/rocedure

&lic- )dit Filter by e(els or clic- Filter by e(els .

%he ;ilter + "e$el dialog +ox o(ens.

1.

Select one or #ore hierarch le$els. Si#(le ele#ents reside at the @ le$el and each le$el of consolidation is increased +

1.

2.

&lic- &2.

%he ele#ents that +elong to the selected le$els re#ain in the su+set. )ll other ele#ents are hidden.

!.



438 26-09-20



.1.6.. Selecting elements by attribute (alueYou can select ele#ents + attri+ute $alue.

/rocedure

&lic- )dit Filter by Attribute or clic- Filter by Attribute .

%he ;ilter + )ttri+ute dialog +ox o(ens.

1.

Select an attri+ute.2.

Select an attri+ute $alue.!.

&lic- &2.

%he ele#ents with the s(ecified attri+ute $alue re#ain in the su+set. )ll other ele#ents are hidden.

.



438 26-09-20



.1.6.B. Selecting elements by spelling patternYou can select ele#ents + s(elling (attern.

/rocedure

&lic- )dit Filter by +ildcard or clic- Filter by +ildcard .

%he ;ilter + /ildcard dialog +ox o(ens.

1.

%(e a s(elling (attern in the +ox.

) s(elling (attern can include one or #ore characters to #atch and o(tionall one or #ore wildcard characters. ;or

details on wildcardJs see ,sing /ildcard &haracters.

2.

&lic- &2.

%he ele#ents that #atch the s(elling (attern re#ain in the su+set. )ll other ele#ents are hidden.

!.



438 26-09-20



.1.6.. Using +ildcard C'aractersYou can use two wildcard characters in s(elling (atterns.

5uestion #ar- CD 3 'laceholder for a single character

)steris- CTD 3 'laceholder for one or #ore characters

%he following ta+le shows the effect of three s(elling (atterns.

/attern Finds S"ips

TSedans S Series / Sedans Sedans /

5T 5uarter 1 1 5

4n 4an 4un 4une



438 26-09-20



.1.6.D. Selecting )lements Using a 7ie )*tractYou can select ele#ents + using a $iew extract that is +ased on a data quer. ;or exa#(le ou can search for all ele#ents

in the Region di#ension for which the actual sales are greater than 1@@@ for se$eral car #odels in a gi$en ti#e (eriod.

4ote You can select ele#ents with a $iew extract onl when ou access the Su+set Editor fro# the &u+e 0iewer or

In3S(readsheet Browser not fro# the Ser$er Ex(lorer. %he $iew extract queries against the current cu+e. %here is no current

cu+e to quer when ou o(en the Su+set Editor fro# the Ser$er Ex(lorer.

%he quer criteria for the $iew extract includes

&ells to search for data $alues. &ells are identified + the current ele#ents in the Su+set Editor and + one or #oreele#ents along the re#aining di#ensions.

Range of acce(ta+le data $alues in the cells. ;or exa#(le the cells that contain $alues greater than 1@@ +ut less than

1@@@.

Instructions a+out ins(ecting cells that contain =eros consolidated $alues and $alues deri$ed through rules.

/rocedure

&lic- )dit Filter by 7ie )*tract or clic- Filter by 7ie )*tract .

%he 0iew Extract window o(ens. In the Select Ele#ents section the di#ension for which ou are creating a su+set

dis(las di##ed and therefore is una$aila+le. In the following exa#(le the Region di#ension is una$aila+le. ;or each of

the other di#ensions all the selected ele#ents ha$e the $alue 'll next to each ele#ent na#e.

1.

&lic- Subset next to the di#ension na#e to s(ecif the ele#ents ou want to include in the quer for all other

di#ensions.

%he Su+set Editor window o(ens.

2.

Select the ele#ents ou want to include in the quer and clic- &2.!.

Re(eat ste(s 2 and ! to s(ecif the ele#ents for all the other cu+e di#ensions..

S(ecif whether ou want to include consolidated $alues in the quer

%o include the consolidated $alues clear the S"ip Consolidated 7alues chec- +ox.

%o exclude the consolidated $alues select the S"ip Consolidated 7alues chec- +ox.

6.

S(ecif whether ou want to include rule3deri$ed $alues in the quer

%o include the $alues deri$ed through the rules in the quer clear theS"ip ,ule Calculated 7alues chec- +ox.

%o exclude the rule3deri$ed $alues select the S"ip ,ule Calculated 7alues chec- +ox.

8.

S(ecif whether ou want to include the cells that contain =eros in the quer

%o include the cells that contain =eros in the quer clear the S"ip Eero<$lan" 7alues +ox.

%o exclude =eros select the S"ip Eero<$lan" 7alues chec- +ox.

9.

S(ecif a range of acce(ta+le $alues using the Range 'ara#eters fields as descri+ed in the next section Range:.


438 26-09-20



'ara#eters.

&lic- &2.

%he Su+set Editor now contains the ele#ents that #eet the s(ecified criteria.

?.

,ange /arameters

,se the range (ara#eters to s(ecif which $alues the ins(ected cells #ust contain to satisf the data quer. You can set

se(arate li#its for real nu#+ers and strings. %he range (ara#eters a((l after deter#ining which cells to ins(ect.

7ie )*tract )*ample

%o see how $iew extract wor-s o(en the $iewUextract $iew of Sales'rior&u+e.



f 438 26-09-20



.1.6.D.1. ,ange /arameters,se the range (ara#eters to s(ecif which $alues the ins(ected cells #ust contain to satisf the data quer. You can set

se(arate li#its for real nu#+ers and strings. %he range (ara#eters a((l after deter#ining which cells to ins(ect.

%he following ta+le contains the range o(erators for nu#eric data the li#its and the results. ;or a co#(lete list of range

o(erators see the IBMH &ognosH %M1H Developer Guide.

&perator imits ,esults

)ll Blan- )ll cell $alues

a a 2@@ &ell $alues of 2@@

V a a 2@@ &ell $alues greater than or equal to 2@@

W a a 2@@ &ell $alues less than or equal to 2@@

V a a 2@@ &ell $alues greater than 2@@

W a a 2@@ &ell $alues less than 2@@

W V a a 2@@ &ell $alues less than or greater than 2@@

V a X W + a 2@@ + 12@@ &ell $alues in the range 2@@312@@

V a X W + a 2@@+ 12@@ &ell $alues in the range 2@1311??

/arent topic Selecting Ele#ents ,sing a 0iew Extract


f 438 26-09-20



.1.6.D.#. 7ie )*tract )*ample%o see how $iew extract wor-s o(en the $iewUextract $iew of Sales'rior&u+e.

%he $iew in the exa#(le shows the actual sales $alues for all car #odels in all regions o$er the first three #onths of the ear.

)fter ou anal=e the data ou decide that ou need to concentrate onl on the regions where the actual sales for the S

Series 1.:" Sedan and S Series 2.@" Sedan are greater than 9@@@ in the #onth of 4anuar.

/rocedure

&lic- the ,egion di#ension la+el in the &u+e 0iewer.

%he Su+set Editor o(ens with all ele#ents of the Region di#ension.

1.

&lic- )dit Select $y 7ie )*tract.

%he 0iew Extract window o(ens.

2.

&lic- Subset next to the Act(sbud di#ension.

%he Su+set Editor o(ens.

!.

Select Actual and clic- &2..

&lic- Subset next to the Model di#ension.6.

Select S Series 1.D Sedan and S Series #.0 Sedan and then clic- &2.8.

&lic- Subset next to the Mont' di#ension.9.

Select ?an and clic- &2.:.

&lic- Subset next to the Account1 di#ension.?.

Select Sales and clic- &2.1@.

In the &perator list clic- a.11.

Enter 000 in the Real "i#its field for $aria+le a.

%he 0iew Extract window should now dis(la as follows.

12.


f 438 26-09-20



&lic- &2.

%he Su+set Editor now contains onl those ele#ents of the Region di#ension that satisf the quer criteria. C%he

ele#ents for which the actual 4anuar sales of the S Series 1.:" Sedan and the S Series 2.@" Sedan are greater than

9@@@.D

1!.

&lic- &2 to dis(la this su+set in the &u+e 0iewer.1.

/arent topic Selecting Ele#ents ,sing a 0iew Extract


f 438 26-09-20



.1.. 5eleting )lements from a SubsetYou can delete single or #ulti(le ele#ents fro# a Su+set using the Su+set Editor.

/rocedure

Select the ele#ents in the %ree (ane of the Su+set Editor.

%o select a single ele#ent clic- the ele#ent.

%o select #ulti(le adacent ele#ents clic- the first ele#ent and S*I;%clic- the last ele#ent.

%o select #ulti(le non3adacent ele#ents &%R"clic- each ele#ent.

1.

&lic- )dit 5elete or clic- 5elete .2.



f 438 26-09-20



.1.B. Sorting Subset )lements%here are se$eral o(tions for sorting ele#ents in the Su+set Editor.

Onl the currentl $isi+le ele#ents in the Su+set Editor are sorted. ;or exa#(le if ou sort a su+set in ascending

al(ha+etical order and then o(en a new su+set without closing the Su+set Editor the new su+set is not sorted.

%o sort su+set ele#ents in ascending al(ha+etical order clic- )dit Sort Ascending or clic- Sort Ascending .

%o sort su+set ele#ents in descending al(ha+etical order clic- )dit Sort 5escending or clic- Sort 5escending .

)n index $alue descri+es an ele#ent (osition in the di#ension structure. ;or exa#(le an ele#ent with an index $alue of 1 is the first ele#ent in the di#ensionL an ele#ent with an index $alue of 2 is the second ele#ent in the di#ension.

%o sort the su+set ele#ents in ascending order + index $alue clic- )dit Sort Inde* Ascending or clic- Sort by

Inde*H Ascending .

%o sort the su+set ele#ents in descending order + index $alue clic- )dit Sort Inde* 5escending or clic- Sort by

Inde*H 5escending .

%o sort the su+set ele#ents + di#ension hierarch clic- )dit Sort ierarc'y or clic- Sort ierarc'y .



f 438 26-09-20



.#.1. Creating User!5efined Consolidations on t'e FlyYou can quic-l create a su+set containing onl a user3defined consolidation with the Roll ,( +utton in the Su+set Editor. %his

(rocess is easier to execute than inserting a user3defined consolidation into an existing su+set. *owe$er ou cannot sa$e or

edit the su+set. %his (rocess is a$aila+le onl when ou o(en the Su+set Editor fro# a cu+e $iew C&u+e 0iewer or

In3S(readsheet BrowserD and is +est suited for quic-l creating a consolidation of ele#ents while +rowsing a cu+e.

/rocedure

;ro# a cu+e $iew o(en the di#ension for which ou want to create the user3defined consolidation in the Su+set Editor.1.

,se the o(tions in the Su+set Editor to select the ele#ents ou want to include in our user3defined consolidation.2.

&lic- ,oll Up.

%he Su+set Editor closes and the user3defined consolidation dis(las in the cu+e $iew. %he user3defined consolidation

na#e for#at is

RO"",'UE"EMU

/here re(resents a sequential nu#+er for a Roll ,( consolidation ou create during a current ser$er session. ;or

exa#(le the first Roll ,( consolidation na#e is RO"",'UE"EMU@@@L the second Roll ,( consolidation na#e is

RO"",'UE"EMU@@1 and the third Roll ,( consolidation na#e is RO"",'UE"EMU@@2.

%his user3defined consolidation is considered a N(seudo3ele#entN of the su+set. You can use an sort #ethod on the

user3defined consolidation. You can select the user3defined consolidation using the Select + Regular Ex(ression o(tion in

the Su+set Editor. *owe$er the user3defined consolidation is not assigned a unique le$el in the su+setL so ou cannot use

the ;ilter + "e$el o(tion in the Su+set Editor to select the user3defined consolidation.

In the following $iew the row di#ension includes a user3defined consolidation of all wagons in the Model di#ension. %his

consolidation is na#ed RO"",'UE"EMU@@! indicating that it is the fourth consolidation created during the current

ser$er session.

4ote If ou sa$e this $iew the user3defined consolidation is not sa$ed as (art of the $iew +ut the #e#+ers of theconsolidation are sa$ed as (art of the $iew.

!.

/arent topic )dding a ,ser3efined &onsolidation to a Su+set


f 438 26-09-20



.3. Creating 5ynamic Subsets)s the na#e i#(lies dna#ic su+sets are #ore than si#(l a collection of ele#ents. %he are su+sets that u(date

auto#aticall +ased on cu+e $alues Cfilter3+ased dna#ic su+setsD or di#ension structure Cex(ression3+ased dna#ic

su+setsD.

) filter3+ased dna#ic su+set dis(las ele#ents that satisf the filter criteria for the $alues in a s(ecified cu+e $iew. ;or

exa#(le a filter3+ased su+set can dis(la the to( 1@ ele#ents in the Region di#ension for a $iew of the Sales&u+e cu+e.

%he $iew #ust contain a single ele#ent fro# all other di#ensions of the cu+e. )n su+sequent instances of the su+set are

referenced against the current $alues in the Sales&u+e cu+e and the a((ro(riate ele#ents dis(la in the su+set.

)n ex(ression3+ased dna#ic su+set dis(las ele#ents +ased on an ex(ression that is recorded while ou select o(tions in

the Su+set Editor. ;or exa#(le if ou record an ex(ression while selecting su+set ele#ents + hierarch le$el the su+set

alwas contains ele#ents of the s(ecified hierarch le$el e$en if ele#ents of the s(ecified le$el are later added to or

re#o$ed fro# the associated di#ension.

/hen ou create either a filter3+ased or ex(ression3+ased dna#ic su+set an MA ex(ression is recorded and sa$ed with

the su+set. %his ex(ression is then e$aluated whene$er the su+set is referenced + the ser$er. %he result is a su+set that is

alwas current for the filter criteria or ele#ent selection s(ecified when the su+set was created.

4ote %he nu#+er of ele#ents in a dna#ic su+set initiall dis(las as 7) in the Ele#ents colu#n of the 'ro(erties (ane

in the Ser$er Ex(lorer. %he actual nu#+er of ele#ents is not dis(laed until the dna#ic su+set is accessed + %M1H such

as when the di#ension is o(ened in the Su+set Editor.

Creating an )*pression!$ased 5ynamic Subset

You can create an ex(ression3+ased dna#ic su+set of the Model di#ension. %he su+set dis(las all / $ehicles in

descending al(ha+etical order.

Creating a Filter!$ased 5ynamic Subset

You can create a filter3+ased dna#ic su+set + filtering the $iew $alues for a s(ecified di#ension. ;or exa#(le ou can

create a su+set +ased on a filter that dis(las the 1@ ele#ents CregionsD of the Region di#ension that ha$e the highest

actual sales $alues in the Sales &u+e for a gi$en #odel and #onth.

)diting 5ynamic Subsets

You can edit the generated MA ex(ression for a dna#ic su+set directl in the Su+set Editor. ;or exa#(le ou can edit

the ex(ression sa$ed with the /U#odels su+set to dis(la all sedans in the Model di#ension.

/arent topic /or-ing with Su+sets


f 438 26-09-20



.3.1. Creating an )*pression!$ased 5ynamic SubsetYou can create an ex(ression3+ased dna#ic su+set of the Model di#ension. %he su+set dis(las all / $ehicles in

descending al(ha+etical order.

/rocedure

In the Ser$er Ex(lorer right3clic- the Model di#ension and clic- Insert 4e Subset.


1.

&lic- Tools ,ecord )*pression.

%his starts recording an MA ex(ression +ased on our selection of o(tions in the Su+set Editor.

2.

&lic- All to re$eal the )ll su+set.

%he Model di#ension contains +oth the si#(le C@3le$elD and consolidated / ele#ents. You want to create a su+set

that dis(las onl the @3le$el ele#ents.

!.

&lic- Filter by e(el .

%he Select Su+set Ele#ents + "e$el dialog +ox o(ens.

.

Select 0 and clic- &2.

7ow ou want the su+set to include onl / #odels. You can use the Regular Ex(ression o(tion to select these #odels.

6.

&lic- Filter by +ildcard .

%he Select + Regular Ex(ression dialog +ox o(ens.

8.

Enter 6+5 and clic- &2.

%he su+set should now include eight $ehicle #odels.

9.

&lic- Sort 5escending to sort the su+set in descending al(ha+etical order.:.

&lic- Tools Stop ,ecording.

%his sto(s recording the MA ex(ression and (ro#(ts ou to sa$e the ex(ression with the su+set.

?.

&lic- %es.1@.

&lic- Subset Sa(e and na#e the su+set /U#odels.

Be sure the Sa$e Ex(ression chec- +ox is selected. If this chec- +ox is cleared the ex(ression is not sa$ed with the

su+set. %he resulting su+set is static not dna#ic.

11.

&lic- 7ie )*pression +indo.

%he Ex(ression /indow o(ens at the +otto# of the Su+set Editor.

%he window contains the following MA ex(ression

{TM1SORT( {TM1FILTERBYPATTERN( {TM1FILTERBYLEVEL( {TM1SUBSETALL(

[model] )}, 0)}, "*4WD")}, DESC)}

%his ex(ression read fro# the inside out filters the )"" su+set of the Model di#ension + le$el C@D a((lies a (attern

filter CT/D and sorts the resulting su+set in descending order. %his ex(ression is an accurate recording of ourselections in the Su+set Editor. %he ex(ression is e$aluated to dis(la ele#ents in the /U#odels su+set whene$er the

su+set is referenced + the ser$er.

12.

&lose the /U#odels su+set.

%o (ro$e that the su+set is dna#ic add the ele#ent " Series 1.:" Sedan / to the Model di#ension and then o(en

the /U#odels su+set.

%he su+set should now dis(la nine ele#ents including " Series 1.:" Sedan /.

1!.


f 438 26-09-20



/arent topic &reating na#ic Su+sets


f 438 26-09-20



.3.#. Creating a Filter!$ased 5ynamic SubsetYou can create a filter3+ased dna#ic su+set + filtering the $iew $alues for a s(ecified di#ension. ;or exa#(le ou can

create a su+set +ased on a filter that dis(las the 1@ ele#ents CregionsD of the Region di#ension that ha$e the highest actua

sales $alues in the Sales &u+e for a gi$en #odel and #onth.

/rocedure

O(en the ,egion di#ension in the Su+set Editor.1.

&lic- Tools ,ecord )*pression.2.

&lic- All to re$eal the )ll su+set.!.

&lic- Filter by e(el .

%he Select Su+set Ele#ents + "e$el dialog +ox o(ens.

.

Select 0 and clic- &2.6.

&lic- Tools Filter.

%he ;ilter Su+set dialog +ox o(ens. %his dialog +ox lets ou define the $iew and filter to +e used to dis(la ele#ents in

the su+set.

8.

In the &u+e 7a#e list clic- SalesCube to s(ecif the cu+e with which the $iew is associated.9.

In the Select &olu#n Me#+ers section select the &olu#n Me#+ers that define the $iew.

In this exa#(le ou want to create a su+set of the 1@ regions with the highest actual sales of the S Series 1.:" sedan in4anuar. Select the colu#n #e#+ers according to the ta+le +elow

5imension Column Member

)ct$s+ud )ctual

)ccount1 Sales

Model S Series 1.:" Sedan

Month 4an

:.

Select the TopCount filter t(e.

%here are six ;ilter o(tions. ;or a descri(tion of each filter o(tion see the IBMH &ognosH %M1H Developer Guide.

?.

Enter a 0alue of [email protected]@.

&lic- &2.

%he Su+set Editor dis(las the su+set selected + the filter.

11.

&lic- Tools Stop ,ecording.

&lic- %es in res(onse to the 5o you ant to attac' t'e e*pression to t'e subset #essage.

12.

&lic- Subset Sa(e and sa$e the su+set as %o(U1@USales&u+eUregions.

Be sure the Sa$e Ex(ression +ox is selected when ou sa$e the su+set.

1!.


%he Ex(ression /indow dis(las the following MA ex(ression

{ TOPCOUNT( {TM1FILTERBYLEVEL( {TM1SUBSETALL( [region]

)}, 0)}, 10.000000, [SalesCube].([actvsbud].[Actual],[model].[S

Series 1.8 L Sedan],[account1].[Sales],[month].[Jan])) }

%his ex(ression dis(las the ten @3le$el ele#ents of the )ll su+set for the Region di#ension with the greatest actual

sales of S Series 1.:" Sedan in 4an +ased on $alues in the Sales&u+e cu+e.

1.


f 438 26-09-20



E$er ti#e the ser$er references the %o(U1@USales&u+eUregions su+set the ex(ression is e$aluated. If the actual 4an

sales $alues for S Series 1.:" Sedan in Sales&u+e change the su+set #e#+ers u(date to reflect the change in $alues.



f 438 26-09-20



.3.3. )diting 5ynamic SubsetsYou can edit the generated MA ex(ression for a dna#ic su+set directl in the Su+set Editor. ;or exa#(le ou can edit the

ex(ression sa$ed with the /U#odels su+set to dis(la all sedans in the Model di#ension.

/rocedure

O(en the /U#odels su+set in the Su+set Editor.1.


%he Ex(ression /indow contains the following ex(ression{TM1SORT( {TM1FILTERBYPATTERN( {TM1FILTERBYLEVEL( {TM1SUBSETALL(

[model] )}, 0)}, "*4WD")}, DESC)}

%his ex(ression dis(las all @3le$el ele#ents of the )"" su+set for the Region di#ension ending with the string Z/J.

2.

Edit the ex(ression + re(lacing the string T/ with the string TSedanT.

%he ex(ression should now a((ear as follows

{TM1SORT( {TM1FILTERBYPATTERN( {TM1FILTERBYLEVEL( {TM1SUBSETALL(

[model] )}, 0)}, "*Sedan*")}, DESC)}

!.

&lic- Update.

%he edited ex(ression is e$aluated and dis(las new ele#ents to the su+set.

.

&lic- Subset Sa(e As.6.

Sa$e the su+set as )llUsedans.

Be sure the Sa$e Ex(ression +ox is selected when ou sa$e the su+set.

)llUsedans is now a$aila+le as a dna#ic su+set.

8.



f 438 26-09-20



B. +or"ing it' Cube 7ies%his section descri+es using cu+e $iews to +rowse and #odif +usiness data.

Sa(ing Cube 7ies

You can sa$e an $iew of cu+e data for quic- access in the future. Each cu+e can ha$e one $iew na#ed efault. ) cu+eJs

efault $iew auto#aticall dis(las in the &u+e 0iewer or In3S(readsheet Browser when ou dou+le3clic- the cu+e na#e

in the Ser$er Ex(lorer window.

&pening Sa(ed 7ies

You can o(en (re$iousl sa$ed $iews using se$eral different tools.

Filtering 7ies

You can filter a $iew to +etter anal=e data in a $iewJs selected colu#n ele#ent.

C'anging 5isplay &ptions

In +oth the &u+e 0iewer and In3S(readsheet Browser the dis(la o(tions can +e changed.

Modifying Cell 7alues

You can edit uncalculated $alues in a cu+e. ,ncalculated $alues sre $alues that are not deri$ed through rules or

consolidations. %he &u+e 0iewer window dis(las uncalculated $alues without shading.

)*porting Cube 5ata

You can ex(ort $alues fro# a cu+e or $iew to a co##a3deli#ited C.c#aD text file. One record (er line in the file is created

for each ex(orted $alue. Each record includes the na#e of the source cu+e the ele#ents that identif a cell location and

the cell $alue. ;or exa#(le


f 438 26-09-20



B.1. Sa(ing Cube 7iesYou can sa$e an $iew of cu+e data for quic- access in the future. Each cu+e can ha$e one $iew na#ed efault. ) cu+eJs

efault $iew auto#aticall dis(las in the &u+e 0iewer or In3S(readsheet Browser when ou dou+le3clic- the cu+e na#e in

the Ser$er Ex(lorer window.

On re#ote ser$ers $iews are either (ri$ate or (u+lic.

'ri$ate $iews 3 )$aila+le onl to the user who creates the#.

'u+lic $iews 3 )$aila+le to all users on a re#ote ser$er who ha$e at least Read access to the cu+e containing the $iew

data. %o create a (u+lic $iew ou #ust either +e a %M1H ad#inistrator or ha$e )d#in (ri$ileges to the cu+e with whichthe $iew is associated.

In the Ser$er Ex(lorer window the $iew na#es a((ear +eneath the cu+e with which the are associated. ) (u+lic $iew na#e

dis(las with a /ublic 7ie iconL a (ri$ate $iew na#e dis(las with a /ri(ate 7ie icon.

You can sa$e a cu+e $iew fro# either the &u+e 0iewer or the In3S(readsheet Browser.

/rocedure

o one of the following to o(en the Sa$e 0iew dialog +ox

;ro# the &u+e 0iewer clic- File Sa(e.

;ro# the In3S(readsheet Browser right3clic- 0iew &ontrol and clic- Sa(e.

1.

ecide whether ou want to create the efault $iew or a na#ed $iew. %o create a na#ed $iew s-i( to ste( .2.

%o create a efault $iew select the 5efault chec- +ox.

%he word efault dis(las in the 0iew 7a#e +ox.

!.

%o create a na#ed $iew t(e a $iew na#e C268 +tes #axi#u#D in the 0iew 7a#e +ox.

4ote ;or /estern character sets such as English a single character is re(resented + a single +te allowing ou to

na#e a $iew with 268 characters. *owe$er large character sets such as &hinese 4a(anese and Forean use #ulti(le

+tes to re(resent one character. In this case the 268 +te li#it #a +e exceeded sooner and not actuall allow the

entr of 268 characters.

.

ecide whether ou want to create a (u+lic or (ri$ate $iew.

%o create a (u+lic $iew clear the /ri(ate chec- +ox. You #ust +e the %M1 ad#inistrator or ha$e )d#in (ri$ileges to thecu+e to sa$e a (ri$ate $iew.

%o create a (ri$ate $iew select the /ri(ate chec- +ox.

6.

&lic- &2.

%he na#e of the $iew dis(las in the title +ar of the &u+e 0iewer or in the 0iew &ontrol of the In3S(readsheet Browser.

8.

/arent topic /or-ing with &u+e 0iews


f 438 26-09-20



B.#. &pening Sa(ed 7iesYou can o(en (re$iousl sa$ed $iews using se$eral different tools.

Ser$er Ex(lorer

&u+e 0iewer

In3S(readsheet Browser

&pening 7ies from t'e Ser(er )*plorer

You can o(en a $iew fro# the Ser$er Ex(lorer.

&pening 7ies from t'e Cube 7ieer

You can o(en a different $iew of the current cu+e fro# the &u+e 0iewer. You #ust o(en $iews associated with other

cu+es fro# the Ser$er Ex(lorer.

&pening 7ies from t'e In!Spreads'eet $roser

You can o(en a new $iew directl fro# the In3S(readsheet Browser.



f 438 26-09-20



B.#.1. &pening 7ies from t'e Ser(er )*plorerYou can o(en a $iew fro# the Ser$er Ex(lorer.

/rocedure

%o o(en a $iew in the &u+e 0iewer select the $iew in the %ree (ane of the Ser$er Ex(lorer and clic- Cube7ie $rose.1.

%o o(en a $iew in the In3S(readsheet Browser select the $iew in the %ree (ane of the Ser$er Ex(lorer and clic-

Cube7ie $rose in )*cel.

You can also dou+le3clic- a $iew to o(en it in our default +rowser.

2.

/arent topic O(ening Sa$ed 0iews


f 438 26-09-20



B.#.#. &pening 7ies from t'e Cube 7ieerYou can o(en a different $iew of the current cu+e fro# the &u+e 0iewer. You #ust o(en $iews associated with other cu+es

fro# the Ser$er Ex(lorer.

/rocedure

%o o(en a different $iew of the current &u+e select a $iew na#e fro# the &u+e 0iewerJs Select 7ie list.

%his list includes all $iews associated with the current cu+e.



f 438 26-09-20



B.#.3. &pening 7ies from t'e In!Spreads'eet $roserYou can o(en a new $iew directl fro# the In3S(readsheet Browser.

/rocedure

Right3clic- the TM1 7ie Control.1.

&lic- Get 7ie.

%he Get 0iew dialog +ox o(ens.

2.

Select the ser$er containing the $iew ou want to o(en.

If ou are not currentl logged on to the ser$er clic- Connect and log on.

%he &u+e list dis(las the na#es of all cu+es a$aila+le on the ser$er.

!.

Select the cu+e associated with the $iew ou want to o(en.

%he 0iew list now dis(las the na#es of all a$aila+le $iews.

.

Select the $iew ou want to o(en and clic- &2.6.



f 438 26-09-20



B.3. Filtering 7iesYou can filter a $iew to +etter anal=e data in a $iewJs selected colu#n ele#ent.

;ilters let ou $iew

"argest or s#allest $alues for a colu#n ele#ent

"argest or s#allest $alues whose cu#ulati$e total equals a s(ecified su#

"argest or s#allest $alues whose cu#ulati$e total equals a s(ecified (ercentage of a di#ension total

You can filter $alues in $iews that contain a single row di#ension. ;iltering a((lies against the #e#+ers of the current rowsu+set.

If ou sa$e a $iew with an acti$e filter the $iew dna#icall u(dates whene$er ou o(en or recalculate that $iew. If data

changes on the ser$er the $iew u(dates and dis(las the current ele#ents and $alues that satisf the filter criteria.

%he $iews with an acti$e filter a((ear with the Acti(e Filter icon in the Ser$er Ex(lorer.

You can use the following (rocedure to filter $iews in +oth the &u+e 0iewer and In3S(readsheet Browser.

%he following exa#(le filters $alues in a $iew to show the fi$e $ehicles with the greatest actual worldwide sales in the #onth

of 4anuar.

/rocedure

O(en the filter $iew of the Sales&u+e cu+e.1.Right3clic- a cell in the 4an colu#n and clic- Filter.

%he ;ilter 0iew dialog +ox o(ens.

2.

Select TopCount.

%here are six filters a$aila+le in the ;ilter 0iew dialog +ox.

Filter 5escription

%o(&ount ;ilters the $iew to dis(la onl the largest n ele#ents where n is a nu#+er

s(ecified in the 0alue o(tion.

Botto#&ount ;ilters the $iew to dis(la onl the s#allest n ele#ents where n is a nu#+ers(ecified in the 0alue o(tion.

%o(Su# ;ilters the $iew to dis(la onl the largest ele#ents whose su# is greater than or

equal to n where n is a nu#+er s(ecified in the 0alue o(tion.

Botto#Su# ;ilters the $iew to dis(la onl the s#allest ele#ents whose su# is greater than or


%o('ercent ;ilters the $iew to dis(la onl the largest ele#ents whose su# is greater than or

equal to n where n is a (ercentage of the di#ension total s(ecified in the 0alue

o(tion.

Botto#'ercent ;ilters the $iew to dis(la onl the s#allest ele#ents whose su# is greater than or


o(tion.

!.

S(ecif a $alue of ..

Select Ascending as the Sort order.

%here are three sort orders ou can a((l to the results of a filter.

Sort &rder 5escription

6.


f 438 26-09-20



Sort &rder 5escription

)scending Sorts $alues fro# lowest to highest.

escending Sorts $alues fro# highest to lowest.

7one 7o sort order.

&lic- &2.

%he $iew now dis(las onl the fi$e largest $alues in the 4an colu#n. You should see the fi$e #e#+ers of the current row

su+set C$ehiclesD with the greatest actual worldwide sales in 4anuar.

8.

Sa$e the $iew. If (ro#(ted o$erwrite the existing $iew.

) filter was acti$e against the $iew when ou sa$ed the $iew and now the $iew is dna#ic. %he $iew alwas dis(las

#e#+ers of the current Model su+set with the greatest $alues in 4anuar as deter#ined + the current title ele#ents.

You can change the title ele#ents while a filter is in (lace to dis(la new ele#ents in the row su+set. ;or exa#(le if ou

change the )ct$s+ud title ele#ent fro# )ctual to Budget the filter $iew u(dates to dis(la the #e#+ers of the current

Model su+set with the greatest worldwide sales $ariance Cdifference +etween actual and +udget figuresD in 4anuar.

9.

In the )ct$s+ud title di#ension list clic- 7ariance.:.

&lic- ,ecalculate to recalculate the $iew.

%M1H u(dates the $iew and dis(las the fi$e row ele#ents with the greatest $ariance in 4an.

?.

Cancelling a 7ie Filter

/hen ou cancel a $iew filter the $iew dis(las all of the ele#ents of the row su+set that was in (lace when the filter

was created.



f 438 26-09-20



B.3.1. Cancelling a 7ie Filter/hen ou cancel a $iew filter the $iew dis(las all of the ele#ents of the row su+set that was in (lace when the filter was

created.

/rocedure

O(en the $iew.1.

Right3clic- anwhere in the data grid.2.

&lic- Filter.

%he ;ilter 0iew dialog +ox o(ens.

!.

Select 4one as the ;ilter t(e..

&lic- &2.6.

/arent topic ;iltering 0iews


f 438 26-09-20



B.6. C'anging 5isplay &ptionsIn +oth the &u+e 0iewer and In3S(readsheet Browser the dis(la o(tions can +e changed.

*ide rows and colu#ns that contain onl =eros

&ontrol the dis(la for#at for cells in the $iew

iding Cells Containing Eeros

You can su((ress the dis(la of =eros in rows colu#ns or across an entire $iew. Su((ressing =eros is hel(ful when ou

are wor-ing with a $iew containing a large nu#+er of rows or colu#ns that contain onl =eros.

Formatting CellsYou can control the for#at of data dis(laed in the &u+e 0iewer or In3S(readsheet Browser. /hen data dis(las in a

$iew the for#at is deter#ined + order of (recedence.

C'anging t'e Column &rientation

B default the colu#n ele#ents are oriented fro# left to right in the &u+e 0iewer. ;or exa#(le the first ele#ent of the

colu#n su+set dis(las at the far left of the &u+e 0iewerL the second ele#ent dis(las to the right of the first ele#ent.



f 438 26-09-20



B.6.1. iding Cells Containing EerosYou can su((ress the dis(la of =eros in rows colu#ns or across an entire $iew. Su((ressing =eros is hel(ful when ou are

wor-ing with a $iew containing a large nu#+er of rows or colu#ns that contain onl =eros.

;or exa#(le i#agine a $iew that shows the sales $alues for the " Series 1.:" Sedan #odel. %his #odel is not sold in Euro(e

and was not a$aila+le for sale until the #onth of )(ril. &onsequentl the $iew contains a large nu#+er of rows and colu#ns

containing onl =eros which #a-es it difficult to focus on the regions and #onths with non3=ero sales $alues.

%M1H includes se$eral o(tions that let ou su((ress the dis(la of rows andor colu#ns containing =eros.

Suppressing Eeros on ,os

You can su((ress the dis(la of rows containing all =eros in the &u+e 0iewer.

Suppressing Eeros on Columns

You can su((ress the dis(la of colu#ns containing all =eros in the &u+e 0iewer.

Suppressing Eeros Across a 7ieYou can su((ress the dis(la of all rows and colu#ns containing onl =eros in +oth the &u+e 0iewer and In3S(readsheet

Browser.

Eero Suppression and Consolidations

;or exa#(le consider the following $iew which shows three consolidated $alues for " Series Sedan that contain a $alue

of @ as the result of the consolidation of (ositi$e and negati$e $alues.

/arent topic &hanging is(la O(tions


f 438 26-09-20



B.6.1.1. Suppressing Eeros on ,osYou can su((ress the dis(la of rows containing all =eros in the &u+e 0iewer.

/rocedure

&lic- &ptions Suppress Eeroes on ,os.

)ll rows that contain onl =ero $alues CEuro(ean regionsD are su((ressed in the $iew #a-ing it easier to anal=e the

data in the $iew.

/hen the Su((ress <eroes on Rows co##and on the O(tions #enu is selected a chec- #ar- dis(las next to theco##and indicating that =eros are su((ressed on rows.

1.

%o ena+le the dis(la of rows that contain all =eros clic- &ptions Suppress Eeroes on ,os.

%his clears the chec- #ar- next to the co##and on the #enu indicating that the rows containing onl =eros are

dis(laed in the $iew.

%he In3S(readsheet Browser does not allow ou to su((ress =eros onl on rows +ut does allow ou to su((ress all rows

and colu#ns containing =ero $alues in a $iew. ;or details see*iding &ells &ontaining <eros.

2.

/arent topic *iding &ells &ontaining <eros


f 438 26-09-20



B.6.1.#. Suppressing Eeros on ColumnsYou can su((ress the dis(la of colu#ns containing all =eros in the &u+e 0iewer.

/rocedure

&lic- &ptions Suppress Eeroes on Columns.

)ll colu#ns that contain onl =ero $alues C4an ;e+ and MarD are su((ressed in the $iew.

/hen the Su((ress <eroes on &olu#ns co##and is selected a chec- #ar- dis(las next to the co##and on the #enu

indicating that the =eros are su((ressed in the colu#ns.

1.

%o ena+le the dis(la of colu#ns that contain all =eros clic- &ptions Suppress Eeroes on Columns.

%his clears the chec- #ar- next to the co##and on the #enu indicating that the colu#ns containing onl =eros are

dis(laed in the $iew.

%he In3S(readsheet Browser does not allow ou to su((ress =eros onl on colu#ns +ut does allow ou to su((ress all

rows and colu#ns that contain =ero $alues in a $iew. ;or details see *iding &ells &ontaining <eros.

2.



f 438 26-09-20



B.6.1.3. Suppressing Eeros Across a 7ieYou can su((ress the dis(la of all rows and colu#ns containing onl =eros in +oth the &u+e 0iewer and In3S(readsheet

Browser.

Suppressing Eeros Across a 7ie in t'e Cube 7ieer

You can su((ress =eros across a $iew in the cu+e $iewer.

Suppressing Eeros Across a 7ie in t'e In!Spreads'eet $roser

You can su((ress =eros across a $iew in the in3s(readsheet +rowser.



f 438 26-09-20



B.6.1.3.1. Suppressing Eeros Across a 7ie in t'e Cube 7ieerYou can su((ress =eros across a $iew in the cu+e $iewer.

/rocedure

&lic- &ptions Suppress Eeroes or clic- Suppress Eeroes .

)ll rows and colu#ns containing onl =ero $alues CEuro(ean regions in the rows and 4an ;e+ and Mar in the colu#nsD

are su((ressed in the $iew.

/hen the Su((ress <eroes co##and is selected a chec- #ar- dis(las next to all the Su((ress <eroes co##ands onthe #enu indicating that the =eros are su((ressed across the entire $iew.

%he Su((ress <eroes +utton on the &u+e 0iewer tool+ar dis(las with an in$erted +ac-ground color indicating that

the =eros are su((ressed across the $iew.

1.

%o ena+le the dis(la of all rows and colu#ns containing onl =eros clic-&ptions Suppress Eeroes or clic- Suppress

Eeroes .

2.

/arent topic Su((ressing <eros )cross a 0iew


f 438 26-09-20



B.6.1.3.#. Suppressing Eeros Across a 7ie in t'e In!Spreads'eet $roserYou can su((ress =eros across a $iew in the in3s(readsheet +rowser.

/rocedure

Right3clic- the %M1H 0iew &ontrol and clic- Suppress Eeroes.

) chec- #ar- next to the co##and on the #enu indicates that =eros are su((ressed in the $iew.

1.

%o ena+le the dis(la of all rows and colu#ns containing onl =eros right3clic- the %M1 0iew &ontrol and clic- Su((ress

<eroes.

2.

/arent topic Su((ressing <eros )cross a 0iew


f 438 26-09-20



B.6.1.6. Eero Suppression and Consolidations;or exa#(le consider the following $iew which shows three consolidated $alues for " Series Sedan that contain a $alue of @

as the result of the consolidation of (ositi$e and negati$e $alues.

If ou a((l =ero su((ression to this entire $iew the " Series 2.6" Sedan leaf colu#n is su((ressed +ut the " Series Sedan

consolidated colu#n is not.



f 438 26-09-20



B.6.#.1. Applying Format Attributes to 5imension )lements%he ;or#at attri+ute is a s(ecial t(e of ele#ent attri+ute that deter#ines how data is dis(laed. ;or#at attri+utes can +e

a((lied to di#ension ele#ents.

/rocedure

In the %ree (ane of the Ser$er Ex(lorer select the di#ension containing the ele#ents to which ou want to a((l

attri+utes.

1.

&lic- 5imension )dit )lement Attributes.

%he )ttri+utes Editor o(ens. %he )ttri+utes Editor is a grid with each cell at an intersection of an ele#ent na#e and an

attri+ute na#e. %o a((l a for#at ou #ust select a cell at the intersection of an ele#ent na#e and the ;or#at

attri+ute.

2.

Select the cellCsD to which ou want to a((l a for#at.

%o select #ulti(le adacent cells clic- and drag across the cells.

%o select #ulti(le non3adacent cells hold down &%R" and clic- each cell.

%o select all cells clic- the Format colu#n la+el.

!.

&lic- the Format +utton.

%he 7u#+er ;or#at dialog +ox o(ens.

.

Select a for#at fro# the categor list.6.If necessar s(ecif a (recision or stle.8.

&lic- &2 to close the 7u#+er ;or#at dialog +ox.9.

&lic- &2 in the )ttri+ute Editor to set the ;or#at attri+utes.:.

/arent topic ;or#atting &ells


f 438 26-09-20



B.6.#.#. Formatting 7ies in t'e Cube 7ieerYou can a((l a dis(la for#at to an entire $iew in the &u+e 0iewer.

/rocedure

&lic- &ptions Format.

%he 7u#+er ;or#at dialog +ox o(ens.

/hen ou clic- on a for#at in the &ategor list an exa#(le of that for#at dis(las in the Exa#(le +ox. ;or a co#(lete

list of the a$aila+le for#ats see %M1 is(la ;or#ats.

1.

Select a for#at.2.

If necessar s(ecif a (recision or stle.!.

&lic- &2..



f 438 26-09-20



B.6.#.3. Formatting 7ies in t'e In!Spreads'eet $roserYou can a((l dis(la stles to four ranges within the In3S(readsheet Browser.

%he ranges that ou can a((l dis(la stles to within the In3S(readsheet Browser include

Bac-ground

ata cells

Row header cells

&olu#n header cells

%he stles for each range can include nu#+er align#ent font +order and (attern for#ats.

%he following ste(s illustrate how to a((l the dis(la stles in the In3S(readsheet Browser.

/rocedure

Right3clic- the 0iew &ontrol.1.

&lic- Styles.

%he 0iew Stles dialog +ox o(ens.

2.

;or each range select a stle in the following lists

Bac-ground

ata &ells

Row *eader &ells

&olu#n *eader &ells

%he lists include all stles defined for the s(readsheet that contain the In3S(readsheet Browser.

!.

%o edit an existing stle or define a new stle clic- )dit Style.

You can then edit the stle in the Microsoft Excel Stle dialog +ox as descri+ed in the Excel online *el(.

.

&lic- &2.

%he stles ou a((l through the 0iew Stles dialog +ox are sa$ed with the Excel s(readsheet not the %M1H $iew.

6.



f 438 26-09-20



B.6.#.6. FreeJing /anes in t'e In!Spreads'eet $roser/hen ou free=e (anes in the In3S(readsheet Browser the row and colu#n headings re#ain $isi+le as ou scroll through a

$iew. %his is es(eciall hel(ful when wor-ing with large data sets.

/rocedure

Right3clic- the 0iew &ontrol.1.

&lic- Styles.

%he 0iew Stles dialog +ox o(ens.

2.

Select the FreeJe /anes chec- +ox.

4ote &lear the FreeJe /anes chec- +ox to unfree=e the (anes.

!.

&lic- &2..



f 438 26-09-20



B.6.3. C'anging t'e Column &rientationB default the colu#n ele#ents are oriented fro# left to right in the &u+e 0iewer. ;or exa#(le the first ele#ent of the

colu#n su+set dis(las at the far left of the &u+e 0iewerL the second ele#ent dis(las to the right of the first ele#ent.

/rocedure

%o change the orientation of the colu#n ele#ents to a((ear in order fro# right to left clic- ayout ,ig't to eft .

/hen ou change the orientation of colu#n ele#ents the orientation of title di#ensions also changes.

4ote You cannot change the colu#n orientation in the In3S(readsheet Browser.

1.

%o return to the default laout with a left3to3right orientation clic- ayout eft to ,ig't .

%he colu#n ele#ents a((ear in order fro# left to right.

2.

/arent topic &hanging is(la O(tions


f 438 26-09-20



B.. Modifying Cell 7aluesYou can edit uncalculated $alues in a cu+e. ,ncalculated $alues sre $alues that are not deri$ed through rules or

consolidations. %he &u+e 0iewer window dis(las uncalculated $alues without shading.

%o edit a $alue ou need /rite access to the cu+e and to all the ele#ents that identif the $alue.

/rocedure

%o #odif a $alue in either the &u+e 0iewer or In3S(readsheet Browser clic- a cell and t(e a new $alue.

If ou are wor-ing in a 'ersonal /or-s(ace or Sand+ox when ou edit a cell $alue and (ress enter the color of the cellchanges until the $alue is co##itted.

Occasionall a $alue dis(laed without shading cannot +e edited. %he reasons for this include

Reser$ed cu+e di#ension or ele#ent

"oc-ed cu+e di#ension or ele#ent

Inadequate securit (ri$ileges

1.

%o deter#ine the edit status of a $alue in the &u+e 0iewer right3clic- the $alue and clic- )dit Status.

) #essage dis(las indicating whether the $alue is u(data+le. If the $alue is not u(data+le the #essage ex(lains wh.

%he In3S(readsheet Browser does not differentiate calculated cells fro# non3calculated cells.

You cannot chec- the edit status of cells in the In3S(readsheet Browser +ut if ou atte#(t to write a $alue to a cell thatis not u(data+le an error #essage dis(las.

2.

,ecalculating a 7ie

%o see the effect of our edits on $alues in the current $iew ou #ust recalculate the $iew. You can do this in the &u+e

0iewer or the In3S(readsheet Browser. You can also set the In3S(readsheet Browser to recalculate a $iew + default

whene$er ou recalculate the associated s(readsheet.

Understanding +ritebac" and Sandbo*es

IBMH &ognosH %M1H offers different was to wor-. e(ending on the configuration and ca(a+ilit settings designed +

our ad#inistrator ou #a +e a+le to write data $alue changes directl to the ser$er or ou #a ha$e the o(tion of

holding changes in a (ri$ate Nsand+oxN until ou are read to write the changes to the ser$er. You can also ha$e the

a+ilit to na#e and #anage a set of data changes in #ulti(le sand+oxes.

Sa(ing Cell C'anges to 5is"

In direct write+ac- #ode or after co##itting sand+ox data ou can sa$e data fro# one ser$er or all ser$ers to dis-.



f 438 26-09-20



B..1. ,ecalculating a 7ie%o see the effect of our edits on $alues in the current $iew ou #ust recalculate the $iew. You can do this in the &u+e

0iewer or the In3S(readsheet Browser. You can also set the In3S(readsheet Browser to recalculate a $iew + default

whene$er ou recalculate the associated s(readsheet.

,ecalculating a 7ie in t'e Cube 7ieer

%here are three #ethods to recalculate a $iew in the &u+e 0iewer.

,ecalculating a 7ie in t'e In!Spreads'eet $roser

%o recalculate a $iew in the In3S(readsheet Browser clic- 0iew &ontrol.

Setting t'e In!Spreads'eet $roser to ,ecalculate t'e 7ie by 5efault

You can recalculate a $iew in the In3S(readsheet Browser using the default #ethod.

/arent topic Modifing &ell 0alues


f 438 26-09-20



B..1.1. ,ecalculating a 7ie in t'e Cube 7ieer%here are three #ethods to recalculate a $iew in the &u+e 0iewer.

,se one of the following three #ethods to recalculate a $iew in the &u+e 0iewer

&lic- File ,ecalculate.

&lic- ,ecalculate .

'ress ;?.

/arent topic Recalculating a 0iew


f 438 26-09-20



B..1.#. ,ecalculating a 7ie in t'e In!Spreads'eet $roser%o recalculate a $iew in the In3S(readsheet Browser clic- 0iew &ontrol.



f 438 26-09-20



B..1.3. Setting t'e In!Spreads'eet $roser to ,ecalculate t'e 7ie by 5efaultYou can recalculate a $iew in the In3S(readsheet Browser using the default #ethod.

/rocedure

Right3clic- the 7ie Control.1.

&lic- Update 7ie on ,ecalc.

) chec- #ar- next to the ,(date 0iew on Recalc co##and on the shortcut #enu indicates that the $iew is recalculated

with the s(readsheet.

2.

Re(eat ste(s 1 and 2 to turn the Update 7ie on ,ecalc off.!.



f 438 26-09-20



B..3. Sa(ing Cell C'anges to 5is"In direct write+ac- #ode or after co##itting sand+ox data ou can sa$e data fro# one ser$er or all ser$ers to dis-.

/rocedure

)ccess the Ser$er Ex(lorer window.1.

%o sa$e one ser$erJs data in the %ree (ane select the ser$er containing the cu+e then clic- Ser(er Sa(e 5ata.

;or exa#(le select local to sa$e the changes on the local ser$er.

2.

%o sa$e the data on all accessed ser$ers to dis- clic- File Sa(e 5ata All.!.

Using $atc' Updates

In direct write+ac- #ode or after co##itting sand+ox data an edits ou a((l to cu+es are written to the R)M of the

IBMH &ognosH %M1H ser$er containing the cu+e. Each ti#e a $alue in R)M is u(dated a loc- is (laced on the ser$er

and an $iews stored in #e#or affected + the u(dated $alue are deleted which is detri#ental to (erfor#ance.

/arent topic Modifing &ell 0alues


f 438 26-09-20



B..3.1.1. Initiating $atc' UpdatesYou can initiate +atch u(dates on a ser$er.

/rocedure

Select the ser$er in the %ree (ane of the Se(er )*plorer.1.

&lic- Ser(er 5eferred Updates Start $atc' Updates.

)ll edits to cu+e $alues are now held in a te#(orar storage structure until ou sa$e the +atch u(date.

)fter ou initiate +atch u(dates ou can $iew edits ou a((l to leaf cells +ut all consolidations dis(la 7) until ou

sa$e the +atch.

Other users cannot see an of our edits until ou sa$e the +atch u(date.

2.

/arent topic ,sing Batch ,(dates


f 438 26-09-20



B..3.1.#. Sa(ing $atc' UpdatesYou can sto( the +atch u(date (rocess and send all edits to the ser$er.

/rocedure

Select the ser$er in the %ree (ane of the Ser$er Ex(lorer.1.

&lic- Ser(er 5eferred Updates )nd $atc' Updates.

You are (ro#(ted to sa$e the changes.

2.

&lic- %es.

%he changes are sent to the ser$er. Your client sto(s running in +atch u(date #ode.

!.



f 438 26-09-20



B..3.1.3. 5iscarding $atc' UpdatesYou can a+andon the changes ou #a-e to cu+e data while running in +atch u(date #ode.

/rocedure

Select the ser$er in the %ree (ane of the Ser$er Ex(lorer.1.

&lic- Ser(er 5eferred Updates )nd $atc' Updates.

You are (ro#(ted to sa$e the changes.

2.

&lic- 4o.

&hanges held in the +atch are discarded. Your client sto(s running in +atch u(date #ode.

!.



f 438 26-09-20



B.B. )*porting Cube 5ataYou can ex(ort $alues fro# a cu+e or $iew to a co##a3deli#ited C.c#aD text file. One record (er line in the file is created for

each ex(orted $alue. Each record includes the na#e of the source cu+e the ele#ents that identif a cell location and the

cell $alue. ;or exa#(le

"98sales","Budget","Belgium","S Series 1.8 L Sedan","Sales","Jan",3611.25

You can ex(ort a cu+e in its entiret or ou can use the 0iew Extract window to ex(ort onl those $alues that satisf

user3defined (ara#eters.

)*porting 5ata from a CubeYou can ex(ort cu+e data to a co##a3deli#ited C.c#aD text file.

)*porting 5ata from a Sa(ed 7ie

You can ex(ort a sa$ed $iew to a co##a3deli#ited C.c#aD text file.

Controlling t'e Types of 7alues to )*port from a Cube

/hen ex(orting data fro# a cu+e ou control which t(es of $alues are ex(orted + using the S-i( o(tions.

5efining ,ange /arameters for )*porting Cube 5ata

%o ex(ort onl data that falls within a (articular range of $alues use the Range (ara#eters and fields.



f 438 26-09-20



B.B.1. )*porting 5ata from a CubeYou can ex(ort cu+e data to a co##a3deli#ited C.c#aD text file.

/rocedure

In the left (ane of the Ser$er Ex(lorer clic- the cu+e containing the data ou want to ex(ort.1.

&hoose Cube )*port as Te*t 5ata.

%he 0iew Extract window o(ens.

2.

%o focus the data that is ex(orted use the Su+set Editor to select onl the s(ecific di#ension ele#ents that ou want to

ex(ort.

&lic- the Subset +utton next to a di#ension na#e to dis(la the Su+set Editor and then create a su+set for that

di#ension.

!.

%o control which t(es of $alues are ex(orted use the S"ip o(tions.

;or details see &ontrolling the %(es of 0alues to Ex(ort fro# a &u+e.

.

%o ex(ort onl data that falls within a (articular range of $alues use the ,ange (ara#eters and fields.

;or details see efining Range 'ara#eters for Ex(orting &u+e ata.

6.

&lic- )*port.

%he Sa$e )s dialog +ox o(ens.

8.

7a$igate to the director in which ou want to sa$e the data and t(e a file na#e.9.

&hoose the Encoding for#at in which to sa$e the file.

UTF!D C:3+it ,nicode %ransfor#ation ;or#atD 3 character set with $aria+le3length character encoding for ,nicode.

A4SI 3 )7SI character set.

4ote %he ,%;3: o(tion creates the ex(orted file with character encoding for ,nicode that is a+le to re(resent an

uni$ersal character in the ,nicode standard. ,se the ,%;3: o(tion if our cu+e data includes a #ix of character sets that

the )7SI o(tion would not +e a+le to correctl re(resent.

:.

&lic- Sa(e.?.

/arent topic Ex(orting &u+e ata


f 438 26-09-20



B.B.#. )*porting 5ata from a Sa(ed 7ieYou can ex(ort a sa$ed $iew to a co##a3deli#ited C.c#aD text file.

/rocedure

In the left (ane of the Ser$er Ex(lorer select the $iew ou want to ex(ort.1.

&hoose Cube7ie )*port as Te*t 5ata.

%he 0iew Extract window o(ens with the na#e of the selected $iew dis(laing in the 0iew +ox.

2.

%o focus the data that is ex(orted use the Su+set Editor to select onl the s(ecific di#ension ele#ents that ou want to

ex(ort.

&lic- the Subset +utton next to a di#ension na#e to dis(la the Su+set Editor and then create a su+set for that

di#ension.

!.

%o control which t(es of $alues are ex(orted use the S-i( o(tions. ;or details see &ontrolling the %(es of 0alues to

Ex(ort fro# a &u+e.

.

%o ex(ort onl data that falls within a (articular range of $alues use the Range 'ara#eters fields. ;or details see

efining Range 'ara#eters for Ex(orting &u+e ata.

6.

&lic- )*port.

%he Sa$e )s dialog +ox o(ens.

8.

7a$igate to the director in which ou want to sa$e the data and t(e a file na#e.9.&hoose the Encoding for#at in which to sa$e the file.

UTF!D C:3+it ,nicode %ransfor#ation ;or#atD 3 character set with $aria+le3length character encoding for ,nicode.

A4SI 3 )7SI character set.

4ote %he ,%;3: o(tion creates the ex(orted file with character encoding for ,nicode that is a+le to re(resent an

uni$ersal character in the ,nicode standard. ,se the ,%;3: o(tion if our cu+e data includes a #ix of character sets that

the )7SI o(tion would not +e a+le to correctl re(resent.

:.

&lic- Sa(e.?.



f 438 26-09-20



B.B.3. Controlling t'e Types of 7alues to )*port from a Cube/hen ex(orting data fro# a cu+e ou control which t(es of $alues are ex(orted + using the S-i( o(tions.

In the 0iew Extract window set the S-i( o(tions as follows

S-i( &onsolidated 0alues

%o include consolidated $alues in the ex(ort clear the S-i( &onsolidated 0alues chec- +ox.

%o exclude consolidated $alues select the S-i( &onsolidated 0alues chec- +ox.

S-i( Rule &alculated 0alues

%o include rules3deri$ed $alues in the ex(ort clear the S-i( Rule &alculated 0alues chec- +ox.

%o exclude rules3deri$ed $alues select the S-i( Rule &alculated 0alues chec- +ox.

S-i( <eroBlan- 0alues

%o include cells containing =eroes clear the S-i( <eroBlan- 0alues chec- +ox.

%o exclude cells containing =eroes select the S-i( <eroBlan- 0alues chec- +ox.



f 438 26-09-20



B.B.6. 5efining ,ange /arameters for )*porting Cube 5ata%o ex(ort onl data that falls within a (articular range of $alues use the Range (ara#eters and fields.

/rocedure

In the 0iew Extract window select an ex(ression fro# the O(erator dro(3down list.

%he o(erator ex(ression defines the $alues ou want to ex(ort. ;or exa#(le ou can ex(ort $alues greater than or less

than a s(ecific li#it.

1.

Enter the li#it $alues for a((lica+le o(erator $aria+les in the 7u#eric "i#its or %ext "i#its fields for 0alue ) and 0alue B.2.



f 438 26-09-20



. Using 5ata Spreading%his to(ic descri+es how to use data s(reading functionalit to distri+ute nu#eric data across cells in a cu+e $iew.

&(er(ie of 5ata Spreading

IBMH &ognosH %M1H (ro$ides a $ariet of (re3defined data s(reading functions that ou can use to distri+ute nu#eric

data to cells in a cu+e $iew. ;or exa#(le ou can use data s(reading to e$enl distri+ute a $alue across a range of cells

or to incre#ent all $alues in a range of cells + a desired (ercentage.

)*cluding Cells from 5ata Spreading

%he "eaf *old feature lets ou exclude cells fro# data s(reading o(erations. You can use "eaf *old in the &u+e 0iewer

In3S(readsheet Browser and slice wor-sheets.

olding Consolidation 7alues Constant

%he &onsolidation *old feature lets ou hold the $alue of a consolidation constant while adusting the underling leaf

$alues. ;or exa#(le ou #ight want to hold the $alue of 1 5uarter constant while changing the $alues of the 4an ;e+

or Mar lea$es to (erfor# a what3if analsis. You can use &onsolidation *old in the &u+e 0iewer In3S(readsheet Browser

and slice wor-sheets.

5ata Spreading Synta*

You can a((l #ost data s(reading #ethods through a s(ecial sntax that ou enter directl in cells in the &u+e 0iewer

In3S(readsheet Browser and slice wor-sheets. %he sntax also allows ou to a((l and release holds.

5ata Spreading 4otes

%his section descri+es li#itations of data s(reading functionalit.


f 438 26-09-20



.1. &(er(ie of 5ata SpreadingIBMH &ognosH %M1H (ro$ides a $ariet of (re3defined data s(reading functions that ou can use to distri+ute nu#eric data

to cells in a cu+e $iew. ;or exa#(le ou can use data s(reading to e$enl distri+ute a $alue across a range of cells or to

incre#ent all $alues in a range of cells + a desired (ercentage.

ata s(reading functionalit is a$aila+le in the &u+e 0iewer In3S(readsheet Browser and in slice wor-sheets. /hen ou

right3clic- a cell in an of these (laces the shortcut #enu includes a ata S(read o(tion fro# which ou can select a data

s(read #ethod.

You cannot use data s(reading functionalit when ou wor- in +atch u(date #ode. If ou atte#(t to s(read data in the &u+e

0iewer or In3S(readsheet Browser while in +atch u(date #ode an error dis(las. If ou atte#(t to s(read data in a slice

while in +atch u(date #ode the s(reading o(eration is not executed.

Batch u(dates are descri+ed in ,sing Batch ,(dates.

General /rocedures for 5ata Spreading

/hile there are a $ariet of data s(reading functions the general (rocedure for s(reading data is the sa#e for each

function.

Using t'e /roportional Spread Met'od

%he 'ro(ortional S(read #ethod distri+utes a s(ecified $alue a#ong cells (ro(ortional to existing cell $alues.

Using t'e )-ual Spread Met'od

%he Equal S(read #ethod distri+utes a s(ecified $alue equall across the cells in a $iew.

Using t'e ,epeat Met'od

%he Re(eat #ethod re(eats a s(ecified $alue across cells in a $iew.

Using t'e /ercent C'ange Met'od

%he 'ercent &hange #ethod #ulti(lies the current cell $alues + a s(ecified (ercentage. %he (roduct of that#ulti(lication can then re(lace +e added to or +e su+tracted fro# the existing cell $alues.

Using t'e Straig't ine Met'od

%he Straight "ine data s(reading #ethod (o(ulates cu+e cells + linear inter(olation +etween two s(ecified end(oints.

Using t'e Grot' L Met'od

%he Growth > #ethod acce(ts an initial $alue and a growth (ercentage. B using the initial $alue as a starting (oint this

#ethod sequentiall incre#ents all $alues in a range + the s(ecified growth (ercentage.

Using t'e ,elati(e /roportional Spread Met'od

%he Relati$e 'ro(ortional S(read #ethod s(reads $alues to the lea$es CchildrenD of a consolidation (ro(ortional to the

lea$es of a reference cell. %he reference cell can +e located in the cu+e fro# which ou initiate s(reading or in a se(arate

cu+e. *owe$er the reference cell #ust share the sa#e consolidations as the cell fro# which ou initiate s(reading.

Using t'e ,elati(e /ercent Ad8ustment Met'od

%he Relati$e 'ercent )dust#ent #ethod s(reads $alues to the lea$es CchildrenD of a consolidation + a((ling a

(ercentage adust#ent to the lea$es of a reference cell.

Using t'e ,epeat ea(es Met'od

%he Re(eat "ea$es #ethod co(ies a s(ecified $alue to the lea$es CchildrenD of a consolidation. /hen ou a((l this

#ethod ou can co( the $alue to all lea$es of the consolidation or onl to those lea$es that alread contain non3=ero

$alues.

Using t'e )-ual Spread ea(es Met'od

%he Equal S(read "ea$es #ethod distri+utes a s(ecified $alue equall across all lea$es of a consolidated cell. /hen ou

a((l this #ethod ou can choose to distri+ute the $alue to all lea$es of the consolidation or onl to those lea$es that


f 438 26-09-20



alread contain non3=ero $alues.

Using t'e Clear Met'od

%he &lear #ethod clears $alues fro# cells in a $iew. You can a((l this #ethod to either leaf cells or consolidated cells.

/hen ou a((l the &lear #ethod to a consolidated cell all lea$es of the consolidation get set to =ero.

/arent topic ,sing ata S(reading


f 438 26-09-20



.1.1. General /rocedures for 5ata Spreading/hile there are a $ariet of data s(reading functions the general (rocedure for s(reading data is the sa#e for each function.

4ote )ll (rocedures in this section show data s(reading in the &u+e 0iewer +ut these (rocedures are also $alid for the


Step 1 ! Select a cell or range from 'ic' you ant to initiate data spreading

You can initiate s(reading fro# a single cell a single linear range of cells or a single rectangular range of cells.

Step # ! Select a data spreading met'od

)fter ou select the cell or range of cells fro# which ou want to initiate data s(reading ou can select a data s(reading

#ethod.

Step 3 ! Specify re-uired (alues

/ith #ost s(reading #ethods ou s(ecif onl the $alue ou want to s(read. ;or exa#(le when ou use the Equal

S(read #ethod ou #ust enter one $alue

Step 6 ! Select t'e directions to e*tend spreading

If ou initiate s(reading fro# a single cell ou #ust s(ecif the directionCsD to extend s(reading relati$e to the (oint of

insertion. %he cell fro# which ou initiate data s(reading is alwas included in the s(read.

Step ! Select an Update Action

%he ,(date )ction indicates whether s(read $alues should re(lace +e added to or su+tracted fro# existing cell $alues.

&t'er Steps

/ith the Relati$e 'ro(ortional S(read and Relati$e 'ercent )dust#ent #ethods ou #ust identif a reference cell forthe s(reading o(eration.

/arent topic O$er$iew of ata S(reading


f 438 26-09-20



.1.1.#. Step # ! Select a data spreading met'od)fter ou select the cell or range of cells fro# which ou want to initiate data s(reading ou can select a data s(reading

#ethod.

/rocedure

Right3clic- the cell or range.1.

&lic- 5ata Spread.2.

&hoose a data s(read #ethod fro# the #enu.

%he ata S(read #enu is dna#ic 33 %M1H dis(las onl the #ethods that are $alid for the cell or range fro# which ou

initiate s(reading. ;or instance the Relati$e 'ro(ortional S(read Relati$e 'ercent )dust#ent Re(eat "ea$es and Equal

S(read "ea$es #ethods are not $alid for leaf cells. /hen ou initiate s(reading fro# a leaf cell those data s(reading

#ethod o(tions a((ear di##ed on the ata S(read #enu indicating that the are una$aila+le.

!.

/arent topic General 'rocedures for ata S(reading


f 438 26-09-20



.1.1.3. Step 3 ! Specify re-uired (alues/ith #ost s(reading #ethods ou s(ecif onl the $alue ou want to s(read. ;or exa#(le when ou use the Equal S(read

#ethod ou #ust enter one $alue

/ith se$eral s(reading #ethods ou #ust s(ecif additional $alues. ;or exa#(le with the Straight "ine #ethod ou s(ecif

+oth a Start 0alue and an End 0alue.



f 438 26-09-20



.1.1.6. Step 6 ! Select t'e directions to e*tend spreadingIf ou initiate s(reading fro# a single cell ou #ust s(ecif the directionCsD to extend s(reading relati$e to the (oint of

insertion. %he cell fro# which ou initiate data s(reading is alwas included in the s(read.

So#e data s(reading #ethods allow ou to extend s(reading in #ulti(le directions. %hese #ethods dis(la Extend o(tions as

chec- +oxes of which ou can choose an co#+ination.

;or exa#(le the Extend o(tions in the following dialog +ox extend s(reading to all cells a+o$e and to the right of the (oint of

insertion.

Other data s(reading #ethods allow ou to extend s(reading in a single direction. %hese #ethods dis(la Extend o(tions as

o(tion +uttons of which ou can select an one.

;or exa#(le the Extend o(tions in the following dialog +ox extend s(reading to all cells directl +elow the (oint of insertion.

/hen ou initiate s(reading fro# a selected range of cells the Extend o(tions are disa+led and s(reading is a((lied to the

selected range.



f 438 26-09-20



.1.1.. Step ! Select an Update Action%he ,(date )ction indicates whether s(read $alues should re(lace +e added to or su+tracted fro# existing cell $alues.

;or exa#(le the ,(date )ction in the following dialog +ox indicates that s(read $alues are added to existing cell $alues.



f 438 26-09-20



.1.1.B. &t'er Steps/ith the Relati$e 'ro(ortional S(read and Relati$e 'ercent )dust#ent #ethods ou #ust identif a reference cell for the

s(reading o(eration.



f 438 26-09-20



.1.#. Using t'e /roportional Spread Met'od%he 'ro(ortional S(read #ethod distri+utes a s(ecified $alue a#ong cells (ro(ortional to existing cell $alues.

;or exa#(le consider the following $iew in which the $alues for )rgentina in the #onths 4an ;e+ and Mar are 1@ !@ and

8@ res(ecti$el.

%he su# of these $alues is 1@@ with the $alue in 4an accounting for 1@> of the su# the $alue in ;e+ accounting for !@>

and the $alue in Mar accounting for 8@>.

/hen ou (ro(ortionall s(read the $alue !@@ across these cells and select the Re(lace u(date action the result is as

follows.

4an contains the $alue !@ which is 1@> of !@@

;e+ contains the $alue ?@ which is !@> of !@@

Mar contains the $alue 1:@ which is 8@> of !@@

%hese $alues are (ro(ortionall equi$alent to the cu+e $alues that existed +efore ou a((l data s(reading.

/rocedure

Select the cell or range of cells fro# which ou want to initiate data s(reading.1.

Right3clic- the cell or range and clic- 5ata Spread /roportional Spread.

%he 'ro(ortional S(read dialog +ox o(ens.

4ote If ou initiate s(reading fro# a single cell the Extend o(tions are a$aila+le in the dialog +ox. If ou initiate

s(reading fro# a range of cells the Extend o(tions are una$aila+le.

2.

Enter the $alue ou want to s(read in the 0alue field.!.

If necessar select Extend o(tions to s(ecif the directionCsD for the data s(read..

Select an ,(date )ction.6.

&lic- Apply.

%he $alue ou entered (ro(ortionall s(reads in the directions ou s(ecified or across the range of cells ou selected.

8.



f 438 26-09-20



.1.3. Using t'e )-ual Spread Met'od%he Equal S(read #ethod distri+utes a s(ecified $alue equall across the cells in a $iew.

;or exa#(le consider the following $iew where a range of 12 cells is selected.

/hen ou equall s(read the $alue 8@ to these cells and select the )dd u(date action the $alue is equall s(read across the

range and added to the existing cell $alues. %he result is that each cell $alue is incre#ented + 6 C8@126D.

/rocedure


Right3clic- the cell or range and clic- 5ata Spread )-ual Spread.

%he Equal S(read dialog +ox o(ens.

2.

Enter the $alue ou want to s(read in the 0alue field.!.



&lic- Apply.

%he $alue ou entered s(reads equall in the directions ou s(ecified or across the range of cells ou selected.

/hen ou a((l the Equal S(read s(reading #ethod to a single consolidated cell without s(ecifing a direction for the

s(reading o(eration the $alue +eing s(read is distri+uted (ro(ortionall to all lea$es of the consolidated cell.

8.



f 438 26-09-20



.1.6. Using t'e ,epeat Met'od%he Re(eat #ethod re(eats a s(ecified $alue across cells in a $iew.

;or exa#(le the following $iew illustrates the effect of initiating data s(reading fro# the cell identified + ;e+ Bra=il and

re(eating the $alue 26 in the Right and own directions.

/rocedure


Right3clic- the cell or range and clic- 5ata Spread ,epeat.

%he Re(eat dialog +ox o(ens.

2.

Enter the $alue ou want to re(eat in the 0alue field.!.

If necessar select Extend o(tions to s(ecif the directionCsD for the re(etition..


&lic- Apply.

%he $alue ou entered re(eats in the directions ou s(ecified or across the range of cells ou selected.

/hen ou a((l the Re(eat s(reading #ethod to a single consolidated cell without s(ecifing a direction for the

s(reading o(eration the $alue +eing s(read is distri+uted (ro(ortionall to all lea$es of the consolidated cell.

8.



f 438 26-09-20



.1.. Using t'e /ercent C'ange Met'od%he 'ercent &hange #ethod #ulti(lies the current cell $alues + a s(ecified (ercentage. %he (roduct of that #ulti(lication

can then re(lace +e added to or +e su+tracted fro# the existing cell $alues.

;or exa#(le consider the following $iew that contains a range of $alues in incre#ents of 1@.

/hen ou a((l the 'ercent &hange #ethod to these cells and s(ecif a > &hange $alue of 1@ the sste# #ulti(lies each

cell $alue + 1@> Cor .1@D. If ou select the )dd u(date action the (roduct of #ulti(lication is added to the existing cell

$alues. %he result is that each cell $alue is incre#ented + 1@>.

/rocedure

Select the cell or range of cells fro# which ou want to initiate the (ercentage change.1.

Right3clic- the cell or range and clic- 5ata Spread /ercent C'ange.

%he 'ercent &hange dialog +ox o(ens.

2.

Enter the (ercentage change ou want to a((l in the > &hange +ox.!.



&lic- Apply.

%he (ercentage change is a((lied in the directions ou s(ecified or across the range of cells ou selected.

8.



f 438 26-09-20



.1.B. Using t'e Straig't ine Met'od%he Straight "ine data s(reading #ethod (o(ulates cu+e cells + linear inter(olation +etween two s(ecified end(oints.

;or exa#(le the following $iew shows the effect of Straight "ine s(reading across a range of six cells with the end(oints 1@@

and 2@@.

/ith the start $alue of 1@@ and the end $alue of 2@@ the o(tion (o(ulates the inter$ening cells with $alues at equal inter$als

+etween the two end(oints.

/rocedure

Select the cell or range of cells fro# which ou want to initiate the data s(reading.

4ote You can a((l Straight "ine s(reading onl across a single row or colu#n not across rectangular ranges.

1.

Right3clic- the cell or range and clic- 5ata Spread Straig't ine.

%he Straight "ine dialog +ox o(ens.

2.

Enter the starting $alue for the s(reading in the Start 0alue field.!.

Enter the ending $alue for the s(reading in the End 0alue field..

If necessar select an Extend o(tion to s(ecif the direction for the data s(read. Re#e#+er ou can a((l Straight "ine

s(reading onl across single rows or colu#ns not across rectangular ranges.

5irection ,esult

*ori=ontal 'o(ulates cells hori=ontall across the entire row fro# which s(reading is initiated.

0ertical 'o(ulates cells $erticall across the entire colu#n fro# which s(reading is

initiated.

Right 'o(ulates cells to the right of the (oint of insertion in the row fro# which

s(reading is initiated.

"eft 'o(ulates cells to the left of the (oint of insertion in the row fro# which s(reading

is initiated.

own 'o(ulates cells +elow the (oint of insertion in the colu#n fro# which s(reading is

initiated.

,( 'o(ulates cells a+o$e the (oint of insertion in the colu#n fro# which s(reading is

initiated.

6.


&lic- Apply.

%he data is s(read in a straight line in the directions ou s(ecified or across the range of cells ou selected.

9.



f 438 26-09-20



.1.. Using t'e Grot' L Met'od%he Growth > #ethod acce(ts an initial $alue and a growth (ercentage. B using the initial $alue as a starting (oint this

#ethod sequentiall incre#ents all $alues in a range + the s(ecified growth (ercentage.

;or exa#(le the following $iew shows the result of a((ling the Growth > #ethod to a range of six cells where the initial

$alue is 1@@ and the growth (ercentage is 1@>. %his exa#(le uses the Re(lace data action.

%he initial $alue of 1@@ dis(las in the cell identified + 4an )rgentina. )((ling the growth (ercentage of 1@> to 1@@ ields

11@ the $alue in ;e+ )rgentina. )((ling the growth (ercentage of 1@> to 11@ ields 121 the $alue in Mar )rgentina.

/rocedure

Select the cell or range of cells fro# which ou want to initiate the data s(reading.

4ote You can a((l Growth > s(reading onl across a single row or colu#n not across rectangular ranges.

1.

Right3clic- the cell or range and clic- 5ata Spread Grot' L.

%he Growth > dialog +ox o(ens.

2.

Enter the starting $alue for the s(reading in the Start 0alue field.!.

Enter the growth (ercentage for the s(reading in the > Growth field..

If necessar select an Extend o(tion to s(ecif the direction for the data s(read. Re#e#+er ou can a((l Growth >

s(reading across single rows or colu#ns not across rectangular ranges.

5irection ,esult

*ori=ontal 'o(ulates cells hori=ontall across the entire row fro# which s(reading is

initiated.

0ertical 'o(ulates cells $erticall across the entire colu#n fro# which s(reading is

initiated.

Right 'o(ulates cells to the right of the (oint of insertion in the row fro# which


"eft 'o(ulates cells to the left of the (oint of insertion in the row fro# which


own 'o(ulates cells +elow the (oint of insertion in the colu#n fro# whichs(reading is initiated.

,( 'o(ulates cells a+o$e the (oint of insertion in the colu#n fro# which


6.


&lic- Apply.

%he growth (ercentage is a((lied in the directions ou s(ecified or across the range of cells ou selected.

9.



f 438 26-09-20



.1.D. Using t'e ,elati(e /roportional Spread Met'od%he Relati$e 'ro(ortional S(read #ethod s(reads $alues to the lea$es CchildrenD of a consolidation (ro(ortional to the lea$es

of a reference cell. %he reference cell can +e located in the cu+e fro# which ou initiate s(reading or in a se(arate cu+e.

*owe$er the reference cell #ust share the sa#e consolidations as the cell fro# which ou initiate s(reading.

%he following exa#(le illustrates relati$e (ro(ortional s(reading where +oth the initial cell and the reference cell exist in the

sa#e cu+e.

%he a+o$e $iew shows a single consolidated $alue of 1@@ in the cell identified + 1 5uarter Bra=il. B loo-ing at the lea$es of

1 5uarter ou can see that

4an contains the $alue 1@ which is 1@> of 1@@

;e+ contains the $alue 2@ which is 2@> of 1@@

Mar contains the $alue 9@ which is 9@> of 1@@

If ou initiate relati$e (ro(ortional s(reading fro# 1 5uarter )rgentina and s(ecif a ata )ction of Re(lace when s(reading

the $alue @@ the lea$es of 1 5uarter )rgentina are (o(ulated as (ro(ortional to the lea$es of 1 5uarter Bra=il

4an contains the $alue @ which is 1@> of @@

;e+ contains the $alue :@ which is 2@> of @@

Mar contains the $alue 2:@ which is 9@> of @@

/rocedure

Select the consolidated cell fro# which ou want to initiate the data s(reading.1.

Right3clic- the cell and clic- 5ata Spread ,elati(e /roportional Spread.

%he Select &ell dialog +ox o(ens.

2.

In the &u+e list select the cu+e in which the reference cell is located.!.

If necessar clic- an of the i#ension +uttons to select a different di#ension ele#ent that identifies the reference cell.

/hen ou clic- a i#ension +utton the Su+set Editor o(ens and dis(las all ele#ents of the di#ension. You can then

select a single ele#ent and clic- OF.

;or exa#(le clic- account1 select a different ele#ent in the Su+set Editor and clic- OF.

4ote %he i#ension +uttons for consolidated ele#ents are una$aila+le +ecause the cell fro# which s(reading is initiated

and the reference cell #ust share co##on consolidated ele#ents.

.

&lic- Select.

%he Reference &ell field on the Relati$e 'ro(ortional S(read dialog +ox is now (o(ulated with the cell ou selected.

6.

Enter the $alue to +e s(read in the 0alue field.8.


&lic- Apply.:.



f 438 26-09-20



.1.=. Using t'e ,elati(e /ercent Ad8ustment Met'od%he Relati$e 'ercent )dust#ent #ethod s(reads $alues to the lea$es CchildrenD of a consolidation + a((ling a (ercentage

adust#ent to the lea$es of a reference cell.

%his #ethod incre#ents the $alues in the lea$es of the reference cell + a user3s(ecified (ercentage. %he resulting $alues are

then s(read to the lea$es of the consolidation fro# which ou initiated s(reading.

%he reference cell can +e located in the cu+e fro# which ou initiate s(reading or in a se(arate cu+e. *owe$er the reference

cell #ust share the sa#e consolidations as the cell fro# which ou initiate s(reading.

%he following exa#(le illustrates relati$e (ercent adust#ent s(reading where +oth the initial cell and the reference cell exist

in the sa#e cu+e.

)ssu#e a single consolidated $alue of 8@@ is in the cell identified + 1 5uarter Bra=il. %he lea$es of 1 5uarter would loo- li-e

this

4an contains the $alue 1@@

;e+ contains the $alue 2@@

Mar contains the $alue !@@

If ou initiate Relati$e 'ercent )dust#ent s(reading fro# 1 5uarter )rgentina and s(ecif a (ercent adust#ent of 6@>

while using 1 5uarter Bra=il as a reference cell the result is as follows.

7ote that the lea$es of 1 5uarter )rgentina are (o(ulated with $alues that are 6@> of the $alues found in the lea$es of 1

5uarter Bra=il

4an )rgentina contains the $alue 6@ a 6@> adust#ent of the $alue in 4an Bra=il

;e+ )rgentina contains the $alue 1@@ a 6@> adust#ent of the $alue in ;e+ Bra=il

Mar )rgentina contains the $alue 16@ a 6@> adust#ent of the $alue in Mar Bra=il

/rocedure

Select the consolidated cell fro# which ou want to initiate the data s(reading.1.

Right3clic- the cell and clic- 5ata Spread ,elati(e /ercent Ad8ustment.

%he Relati$e 'ercent )dust#ent dialog +ox o(ens.

2.

Enter the adust#ent (ercentage in the > )dust#ent field.!.

&lic- Select to +egin selecting the reference cell.

/hen ou clic- Select the Select a Reference &ell dialog +ox o(ens.

.

In the &u+e list select a cu+e in which the reference cell is located.6.If necessar clic- an of the i#ension +uttons to select a different di#ension ele#ent that identifies the reference cell.

/hen ou clic- a i#ension +utton the Su+set Editor o(ens dis(laing all ele#ents of the di#ension. You can then

select a single ele#ent and clic- OF.

4ote %he i#ension +uttons for consolidated ele#ents are una$aila+le as the cell fro# which s(reading is initiated and

the reference cell #ust share all consolidated ele#ents in co##on.

8.

&lic- Select.

%he Reference &ell field now contains the cell ou selected.

9.

Select an ,(date )ction.:.

&lic- Apply.?.


f 438 26-09-20





f 438 26-09-20



7alue 5escription

)ll "eaf &ells %he s(ecified $alue is co(ied to all leaf cells regardless of current $alues.

Select an Update Action.6.

&lic- Apply.8.



f 438 26-09-20



.1.11. Using t'e )-ual Spread ea(es Met'od%he Equal S(read "ea$es #ethod distri+utes a s(ecified $alue equall across all lea$es of a consolidated cell. /hen ou a((l

this #ethod ou can choose to distri+ute the $alue to all lea$es of the consolidation or onl to those lea$es that alread

contain non3=ero $alues.

In this exa#(le assu#e there are se$eral lea$es of Year )rgentina with =ero $alues.

If ou use the Equal S(read "ea$es #ethod to distri+ute the $alue 12@@ to all the lea$es of Year )rgentina the result is as

follows.

If ou initiate the Equal S(read "ea$es #ethod fro# a cell identified + #ore than one consolidated ele#ent the s(ecified

$alue is distri+uted to all lea$es associated with the cell. ;or exa#(le assu#e the selected cell is identified + two

consolidated ele#ents Year and S Series Sedan.

If ou initiate Equal S(read "ea$es s(reading fro# the highlighted cell the s(ecified $alue is distri+uted to all cells identified

+ the lea$es of Year and the lea$es of S Series Sedan. ;or instance if ou use Equal S(read "ea$es to distri+ute the $alue

12@@ to all lea$es of the highlighted cell the result is as follows.

/hen ou initiate Equal S(read "ea$es fro# a cell identified + #ulti(le consolidated ele#ents the R)M require#ents of the

cu+e can increase significantl. %o address this issue the sste# issues a warning in circu#stances where #ore than 1@@@@cells are affected + the Equal S(read "ea$es #ethod. In circu#stances where #ore than one #illion cells are affected the

s(reading o(eration does not execute.

/rocedure

Select the consolidated cell fro# which ou want to initiate data s(reading.1.

Right3clic- the cell and clic- 5ata Spread )-ual Spread ea(es.

%he Equal S(read "ea$es dialog +ox o(ens.

2.

Enter the $alue ou want to distri+ute in the 0alue field.!.

Select an Apply To o(tion.

7alue 5escription

'o(ulated "eaf &ells %he s(ecified $alue is distri+uted onl to leaf cells currentl containing

non3=ero $alues.

)ll "eaf &ells %he s(ecified $alue is distri+uted to all leaf cells regardless of current $alues.

.

Select an Update Action.6.

&lic- Apply.8.


f 438 26-09-20





f 438 26-09-20



.#. )*cluding Cells from 5ata Spreading%he "eaf *old feature lets ou exclude cells fro# data s(reading o(erations. You can use "eaf *old in the &u+e 0iewer


"eaf *old onl (re$ents a cell fro# +eing affected + data s(readingL ou can still edit held cells #anuall or with %ur+o

Integrator. %he holds a((l onl to the user initiating the featureL other users can edit held cells. You cannot a((l the holds

when ou wor- in +atch u(date #ode as descri+ed in ,sing Batch ,(dates.

%o illustrate "eaf *old consider the following $iew

%his $iew contains $alues for Bra=il and &anada. /hen ou a((l a hold to the cells containing $alues and re(eat the $alue

!6 to all cells in the $iew the held cells are excluded fro# the s(reading o(eration.

Each held cell dis(las a red triangle in the lower left corner of a cell as a $isual indication that "eaf *old is a((lied to thecell.

%he holds (ersist for the duration of a client session. /hen a client logs off or is disconnected fro# the %M1 ser$er %M1

auto#aticall releases all holds.

Applying eaf olds

You can a((l a "eaf *old to a single cell or to a range of cells.

,eleasing eaf olds

/hen ou release a leaf hold the released cells can again acce(t $alues fro# data s(reading o(erations.



f 438 26-09-20



.#.1. Applying eaf oldsYou can a((l a "eaf *old to a single cell or to a range of cells.

/rocedure

Select the cell or range.1.


&lic- olds old ea(es.

/hen ou a((l a "eaf *old to a consolidated cell a hold a((lies to all lea$es of the consolidation that contain non3=ero$alues. %he following figure illustrates the effect of a((ling a leaf hold to the selected consolidated cell. )ll (o(ulated

lea$es of the consolidation are held. %he lea$es without $alues C)rgentina and ,ruguaD are not held.

;or details on holding consolidation $alues constant while adusting underling leaf $alues see*olding &onsolidation

0alues &onstant.

!.

/arent topic Excluding &ells fro# ata S(reading


f 438 26-09-20



.#.#. ,eleasing eaf olds/hen ou release a leaf hold the released cells can again acce(t $alues fro# data s(reading o(erations.

/rocedure

Select the cell or range of cells.1.


&lic- olds ,elease eaf olds.

%o release all holds including consolidation holds ou a((lied to all cu+es on the %M1H ser$er .

!.

Right3clic- an cell in an cu+e on the ser$er..

&lic- 5ata Spread ,elease All olds.6.



f 438 26-09-20



.3. olding Consolidation 7alues Constant%he &onsolidation *old feature lets ou hold the $alue of a consolidation constant while adusting the underling leaf $alues.

;or exa#(le ou #ight want to hold the $alue of 1 5uarter constant while changing the $alues of the 4an ;e+ or Mar lea$es

to (erfor# a what3if analsis. You can use &onsolidation *old in the &u+e 0iewer In3S(readsheet Browser and slice

wor-sheets.

/hen a consolidation hold is in (lace and the $alue of a leaf of the consolidation is changed (ro(ortional s(reading is

auto#aticall a((lied to the re#aining leaf $alues so that the consolidation $alue re#ains unchanged. You cannot a((l

&onsolidation *olds when ou wor- in +atch u(date #ode.

In the following exa#(le a consolidation hold identified + a red triangle in the lower left corner of the cell is (laced on the

consolidated $alue at the intersection of S Series 1.:" Sedan and 1 5uarter. %his consolidation hold -ee(s the $alue in the

cell constant at 1@@@.

If ou change the $alue in the cell at the intersection of S Series 1.:" Sedan and Mar to 9@@ the re#aining leaf $alues are

changed (ro(ortional to their existing $alues such that the consolidation of the lea$es equals 1@@@.

%he result is that the consolidated $alue at the intersection of S Series 1.:" Sedan and 1 5uarter indeed holds constant at1@@@. %he $alue at the intersection of S Series 1.:" Sedan and 4an is changed to 12@ and the $alue at the intersection of S

Series 1.:" Sedan and ;e+ is changed to 1:@. %hese new $alues are deter#ined + a((ling the following equation

Consolidation Hold value - changed leaf value = value

to be proportionally spread to remaining leaf cells

/hen ou a((l this equation to the exa#(le 1@@@ 3 9@@ !@@ the $alue !@@ is (ro(ortionall s(read to the re#aining leaf

cells.

4ote /hen a consolidation hold is in (lace ou cannot use s(reading to change the $alues of lea$es of the consolidationL

ou can edit leaf $alues onl + entering $alues directl in the cells.

Interaction of Consolidation olds and eaf olds

You can a((l leaf holds to exclude leaf $alues fro# +eing changed to acco##odate a consolidation hold. ;or instance

ou #ight want to hold the $alue of %otal Year constant and (re$ent the 4an ;e+ and Mar $alues fro# +eing changed.

Applying Consolidation olds

You can a((l a consolidation hold to a single cell or to a range of cells.

,eleasing Consolidation olds

/hen ou release a consolidation hold the consolidated $alue is no longer held constant and reflects an changes ou

#a-e to the underling leaf $alues.



f 438 26-09-20



.3.1. Interaction of Consolidation olds and eaf oldsYou can a((l leaf holds to exclude leaf $alues fro# +eing changed to acco##odate a consolidation hold. ;or instance ou

#ight want to hold the $alue of %otal Year constant and (re$ent the 4an ;e+ and Mar $alues fro# +eing changed.

%o acco#(lish this ou (lace a consolidation hold on %otal Year and leaf holds on 4an ;e+ and Mar as in the following

exa#(le.

%he red triangle in the lower left corner of a cell indicates that a hold is in (lace. In the case of the cell at the intersection of

%otal Year and S Series 1.:" Sedan the red triangle indicates a consolidation hold. In the other cells the triangles indicate

leaf holds.

If ou then change the $alue in the cell at the intersection of ec and S Series 1.:" Sedan to 2@@@@.@@ the following

occurs

&onsolidation $alue for %otal Year holds constant at :2@@.@@

"eaf $alues for 4an ;e+ and Mar re#ain unchanged

Re#aining leaf $alues are changed (ro(ortional to their for#er $alues such that the consolidation $alue for %otal Yearholds constant.

/arent topic *olding &onsolidation 0alues &onstant


f 438 26-09-20



.3.#. Applying Consolidation oldsYou can a((l a consolidation hold to a single cell or to a range of cells.

/rocedure



&lic- olds old Consolidate.!.



f 438 26-09-20



.3.3. ,eleasing Consolidation olds/hen ou release a consolidation hold the consolidated $alue is no longer held constant and reflects an changes ou #a-e

to the underling leaf $alues.

/rocedure



&lic- olds ,elease Consolidate.

%o release all holds including leaf holds ou a((lied to all cu+es on the %M1H ser$er .

!.

Right3clic- an cell in an cu+e on the ser$er..

&lic- olds ,elease All olds.6.



f 438 26-09-20



.6. 5ata Spreading Synta*You can a((l #ost data s(reading #ethods through a s(ecial sntax that ou enter directl in cells in the &u+e 0iewer

In3S(readsheet Browser and slice wor-sheets. %he sntax also allows ou to a((l and release holds.

You cannot use the data s(reading sntax to a((l the Relati$e 'ro(ortional S(read Relati$e 'ercent )dust#ent Re(eat

"ea$es and Equal S(read "ea$es #ethods. You #ust use the user interface to a((l an of these #ethods. Si#ilarl ou

#ust use the user interface if ou want to s(read across a selected range of cells. ;or details seeS(reading )cross aSelected Range of &ells.

Each data s(reading sntax ex(ression consists of the following co#(onents a #ethod code a data action Co(tionalD

direction indicators and #ethod (ara#eterCsD.

%he met'od code is a one3 or two3character code for a data s(reading #ethod. ;or exa#(le S is the #ethod code for theEqual S(read s(reading #ethod. )ll #ethod codes are listed in the ta+le +elow.

%he data action indicates whether s(read $alues should re(lace +e added to or +e su+tracted fro# the existing cell $alues.

Re(lace 3 If ou do not s(ecif an action the existing cell $alues are re(laced with the s(read $alues.

)dd 3 'lus sign CD adds s(read $alues to the existing cell $alues.

Su+tract 3 %ilde C[D su+tracts s(read $alues fro# the existing cell $alues.

%he direction indicators indicate the direction to s(read data relati$e to the (oint of insertion. %he cell fro# which ou

initiate data s(reading is alwas included in the s(reading. You can use an co#+ination of direction indicators in an

ex(ression.

'i(e C \ D 3 S(reads $alues +elow the (oint of insertion

&aret C ] D 3 S(reads $alues a+o$e the (oint of insertionRight arrow C V D 3 S(reads $alues to the right of the (oint of insertion

"eft arrow C W D 3 S(reads $alues to the left of the (oint of insertion

%he met'od parameters su((l all (ara#eters required to execute a gi$en s(reading #ethod. Most #ethods require onl a

(ara#eter indicating the $alue to +e s(read. %he required #ethod (ara#eters for each s(reading #ethod are listed in the

following ta+le.

@uic" ,eference Table

%he following ta+le (ro$ides details for all s(reading #ethods that ou can a((l with the s(reading sntax.

Spreading Across a Selected ,ange of Cells

You cannot use data s(reading sntax to s(read across a selected range of cells in the &u+e 0iewer In3S(readsheet

Browser and slices.

Synta* )*amples

%he following exa#(les illustrate the data s(reading sntax. %hese exa#(les use the &u+e 0iewer +ut are also $alid for

the In3S(readsheet Browser and slice wor-sheets.



f 438 26-09-20



.6.1. @uic" ,eference Table%he following ta+le (ro$ides details for all s(reading #ethods that ou can a((l with the s(reading sntax.

5ata Spreading

Met'od

Code ,e-uired Met'od

/arameters

5ata Action

9&ptional: )*ample

'ro(ortional S(read ' 0alue to +e s(read [ 'WV1@@

'ro(ortionall s(reads the $alue

1@@ to all leaf cells on the row

of insertion and re(laces the

existing cell $alues.

Equal S(read S 0alue to +e s(read [ S\]2@@

Equall s(reads the $alue 2@@

to all leaf cells on the colu#n of

insertion and adds the (roduct

of s(reading to the existing cell$alues.

Re(eat R 0alue to +e s(read [ R[W6@

Su+tracts the $alue 6@ fro# all

leaf cells to the left of the

insertion (oint.

'ercent &hange '> 'ercentage [ '>\]WV1@

)((lies a (ercent change of

1@> to all leaf $alues in the

$iew adds the (roduct to the

existing cell $alues and

incre#ents all lea$es in the

$iew + 1@>.

Straight "ine TT S" Start 0alue and End

0alue

[ S"V1@@2@@

Re(laces all leaf $alues to the

right of the (oint of insertion

with a start $alue of 1@@ and an

end $alue of 2@@.

Growth > TT GR Start 0alue and Growth

'ercentage

[ GR\!@@26

)((lies a 26> growth

(ercentage to the starting $alue

of !@@ and re(laces all leaf

$alues +elow the (oint of

insertion.

&lear & 7) 7) &\]WV

&lears $alues fro# all cells in

the $iew.

"eaf *old * 7) 7) *WV

*olds all leaf cells on the row of

insertion.


f 438 26-09-20



Using S'ortcuts in 5ifferent Clients

%he following ta+le shows the shortcut -es a$aila+le in the IBMH &ognosH %M1H )((lication /e+ client and the

co#(ara+le shortcut -es a$aila+le in %M1 . See also the notes at the end of the ta+le for i#(ortant infor#ation a+out

using shortcut -es.

/arent topic ata S(reading Sntax


f 438 26-09-20



.6.1.1. Using S'ortcuts in 5ifferent Clients%he following ta+le shows the shortcut -es a$aila+le in the IBMH &ognosH %M1H )((lication /e+ client and the

co#(ara+le shortcut -es a$aila+le in %M1 . See also the notes at the end of the ta+le for i#(ortant infor#ation a+out using

shortcut -es.

TM1 Application +eb TM1

)dd1@ '1@

Su+1@ '[1@

Increase1@ '>1@

ecrease1@ '>[1@

'ercent1@ '>1@

)dd1@V or V)dd1@ RV1@

Su+1@V or VSu+1@ R[V1@

Increase1@V or VIncrease1@ '>V1@

ecrease1@V or Wecrease1@ '>[V1@

'ercent1@V or V'ercent1@ '>V1@

V1@ RV1@

1@V RV1@

V1@F RV1@@@@

V1@M RV1@@@@@@@

1@Grow1@@&o#(oundV GRV1@1@@

1@Grow1@@"inearV GRV1@1@@

1@Gro1@@&o#V GRV1@1@@

1@Gro1@@"inV GRV1@1@@

1@G1@@&V GRV1@1@@

1@G1@@"V GRV1@1@@


f 438 26-09-20



TM1 Application +eb TM1

1@Grow1@@V GRV1@1@@

1F 1@@@ C%he nu#+er ending in F is #ulti(lied + 1@@@ at the

client end and returned to the ser$erD

1M 1@@@@@@ C%he nu#+er ending in M is #ulti(lied + 1@@@@@@ atthe client end and returned to the ser$erD

4otes

/hen a shortcut such as 10K is entered the nu#+ers are #ulti(lied + 1@@@ or 1@@@@@@ at the client end and then the

shortcut is con$erted to the equi$alent s(readcode.

%he %M1 s(readcodes cannot +e used in co#+ination with &ognos 'lanning shortcuts. ;or exa#(le.P%Add10 or RPAdd10 are

not allowed. )lso &ognos 'lanning shortcuts cannot +e used in co#+ination with %M1 shortcuts. ;or exa#(leAdd10Sub20

is an in$alid entr.

%he &ognos 'lanning shortcuts of Multi(l i$ide 'owerH and Reset are not a$aila+le in %M1 .

)ll Grow co##ands whether &o#(ound or "inear are con$erted to the %M1 GR s(readcode co##and. GR co##and can

onl do a "inear Growth.

%he direction of s(read can +e entered at the start or the end of the shortcut. Shortcut strings with the direction in the#iddle are in$alid. ;or exa#(le Add10> or >Add10 are correct +ut Add>10 or Add1>0 are in$alid.

)ll shortcut codes are not case sensiti$e. ;or exa#(le add10 Add10 or aDD10 (roduce the sa#e result.

/arent topic 5uic- Reference %a+le


f 438 26-09-20



.6.#. Spreading Across a Selected ,ange of CellsYou cannot use data s(reading sntax to s(read across a selected range of cells in the &u+e 0iewer In3S(readsheet Browser

and slices.

/hen ou select a range of cells and atte#(t to use the data s(reading sntax the client C&u+e 0iewer In3S(readsheet

Browser or sliceD goes into edit #ode and a((lies the edit onl to the acti$e cell in the selection.

;or exa#(le in the following i#age ou can see that a range of six cells is selected with the cell at the intersection of 4un

and )rgentina +eing the acti$e cell in the selection.

If ou enter S8@@ in the acti$e cell Cs(reading sntax to equall s(read the $alue 8@@D the result is as follows

7ote that the s(reading is a((lied onl to the acti$e cell which now contains the $alue 8@@.

If ou want to s(read data across a selected range of cells ou #ust select the range right3clic- the range and select ataS(read.



f 438 26-09-20



.6.3. Synta* )*amples%he following exa#(les illustrate the data s(reading sntax. %hese exa#(les use the &u+e 0iewer +ut are also $alid for the


Spreading Across an )ntire ,o

%his exa#(le shows the use of the data s(reading sntax to equall s(read the $alue 12@ across the row of insertion

and add s(read $alues to existing cell $alues.



f 438 26-09-20



.6.3.1. Spreading Across an )ntire ,o%his exa#(le shows the use of the data s(reading sntax to equall s(read the $alue 12@ across the row of insertion and

add s(read $alues to existing cell $alues.

7ie $efore Spreading

Applying Synta*

,esult

Spreading Across an )ntire Column

%his exa#(le shows the use of the data s(reading sntax to (ro(ortionall s(read the $alue 82@ across the colu#n of

insertion. In this exa#(le the s(read $alues re(lace the existing cell $alues.


Applying Synta*


f 438 26-09-20



,esult

Spreading Across an )ntire 7ie

%his exa#(le shows the use of the data s(reading sntax to a((l a (ercentage change of 1@> to all $alues in a $iew. In this

exa#(le the (roduct of s(reading is added to existing cell $alues.


Applying Synta*

,esult

/arent topic Sntax Exa#(les


f 438 26-09-20



..1. 5ata Spreading 4ot Supported in 5$, FunctionsYou can a((l data s(reading onl to wor-sheet cells that contain BR/ functions.

You cannot a((l data s(reading to cells that contain BR functions.

If ou want to s(read data in a wor-sheet that contains BR functions ou #ust re(lace all BR functions with BR/

functions.

/arent topic ata S(reading 7otes


f 438 26-09-20



..#. 5ata Spread Menu in +or"s'eets is not 5ynamic%he ata S(read #enu is a$aila+le fro# all wor-sheet cells regardless of the cell content. You can initiate data s(reading

fro# a +lan- cell a cell containing a nu#eric or string $alue or a cell that deri$es its $alue through rules.

/hen ou initiate data s(reading fro# an indi$idual cell that does not contain a BR/ function the s(reading is a((lied to

an cells that contain BR/ functions in the s(ecified direction.

;or exa#(le colu#n & of the following slice wor-sheet contains se$eral $alues retrie$ed with BR/ functions Crows 831@D a

string $alue Crow 11D and se$eral nu#eric $alues Crows 1!316D.

If ou initiate the Equal S(read #ethod fro# the selected cell C&16D s(ecif a $alue of 1@@ and extend the s(reading ,(

data is s(read to all cells that contain BR/ functions a+o$e the (oint of insertion.

%he ata S(read #enu is not dna#ic and so ou can initiate a data s(reading #ethod that is not a((ro(riate for the

contents of the wor-sheet.

;or instance the following exa#(le shows a slice wor-sheet containing onl leaf cells.


f 438 26-09-20



/hen ou initiate data s(reading fro# a selected cell the ata S(read #enu includes the Relati$e 'ro(ortional S(read

Relati$e 'ercent )dust#ent Re(eat "ea$es and Equal S(read "ea$es o(tions. You can a((l all these o(tions to

consolidated cells not fro# leaf cells.

If ou atte#(t to a((l a data s(reading #ethod that is not a((ro(riate for the contents of the wor-sheet the s(reading fails

+ut no warning or error dis(las.



f 438 26-09-20



..3. 5ata Spreading Applies Across Multiple /opulated ,angesIn the (re$ious exa#(le when ou initiate data s(reading fro# a single cell s(reading is a((lied to an cells that contain

BR/ functions in the s(ecified direction.

4ote Be careful when ou s(read data in a wor-sheet that contains #ulti(le ranges with BR/ functions and retrie$e

$alues fro# the sa#e cu+e.

;or instance the following exa#(le shows two ranges (o(ulated with BR/ functions range B8? and range *84?. Both

ranges retrie$e $alues fro# 'rice&u+e.

If ou initiate the Re(eat data s(reading #ethod fro# the selected cell s(ecif the $alue ?? and extend the s(reading Right

data is s(read to all cells to the right of the selected cell.

You can wor- around this issue + a((ling data s(reading onl to a selected range when a wor-sheet contains #ulti(le

ranges (o(ulated with BR/ functions. ,sing the (re$ious exa#(le ou would select the range B:: and then a((l the

data s(reading to restrict the s(reading o(eration to the selected cells.



f 438 26-09-20



..6. Spreading Applies to a Single CubeIf ou s(read across a range that contains BR/ functions which retrie$e $alues fro# #ulti(le cu+es s(reading is a((lied

onl to the cu+e fro# which ou initiate the s(reading o(eration.

;or instance the following exa#(le shows two ranges (o(ulated with BR/ functions range B91@ and range G9I1@. %he

first range retrie$es $alues fro# 'rice&u+e on the sdata ser$er and the second range retrie$es $alues fro# Sales'rior&u+e

on the sa#e ser$er.

If ou initiate the Re(eat data s(reading #ethod fro# the selected cell s(ecif the $alue ?? and extend the s(reading Right

the s(reading a((lies onl to 'rice&u+e the cu+e fro# which ou initiate s(reading.



f 438 26-09-20



D. Using +or"s'eets to Access 5ata%his section descri+es how to use Microsoft Excel wor-sheets to retrie$e and u(date the $alues in IBMH &ognosH %M1H

cu+es.

;or details on using the In3S(readsheet Browser to +rowse cu+e data see Browsing ata.

&(er(ie

You can use Microsoft Excel wor-sheets to access %M1 data.

Slicing a 7ie into a +or"s'eet

You can use the Slice o(tion in the &u+e 0iewer or In3S(readsheet Browser to co( the %M1 cu+e $iews into an Excel

wor-sheet.

Modifying +or"s'eets

%he re#ainder of this section ex(lores

Understanding Cube ,eferences%o retrie$e and send data to %M1 cu+es fro# a wor-sheet ou #ust include cu+e reference functions in wor-sheet cells.

) cu+e reference identifies the cu+e locations through a list of intersecting ele#ents one ele#ent for each di#ension of

a cu+e.

C'anging Cell 7alues Stored in Cubes

You can change the si#(le cu+e $alues + using wor-sheets. %he si#(le $alues are located at the intersection of the

unconsolidated CleafD ele#ents along each di#ension of the cu+e. %he si#(le $alues are not deri$ed fro# a cu+e rule.

;or infor#ation a+out cu+e rules see the IBM &ognos %M1 Rules Guide.

Creating Formulas it' t'e Formula )ditor

%he %M1 ;or#ula Editor hel(s ou create cu+e references for cu+es of u( to 2? di#ensions. &u+e references #ust +e

li#ited to cu+es containing 2? di#ensions or fewer due to an Excel li#itationL wor-sheet functions can contain no #ore

than !@ argu#ents. /hen ou construct a cu+e reference one argu#ent #ust +e the cu+e na#e which lea$es 2?

argu#ents for s(ecifing the cu+e di#ensions.

Creating 5ynamic ,eports

%M1 offers se$eral wor-sheet functions that res(ond to changes in the structure of a cu+e. %hese wor-sheet functions are

es(eciall useful when ou create a wor-sheet that is tied to a %M1 cu+e without first using the Slice o(tion.


f 438 26-09-20



D.1. &(er(ieYou can use Microsoft Excel wor-sheets to access %M1H data.

%he Slice o(tion a$aila+le fro# the &u+e 0iewer and In3S(readsheet Browser lets ou sa$e a cu+e $iew as a standard

wor-sheet. /hen ou create a slice %M1 generates a wor-sheet (o(ulated with functions. %hese functions dis(la the

current data+ase $alues in the wor-sheet. %he functions are +i3directionalL the retrie$e and dis(la the current cu+e $alues

+ut when ou u(date a $alue in the wor-sheet the function also sends the new $alue to the a((ro(riate cu+e.

You can also create wor-sheets that incor(orate %M1 wor-sheet functions to write and retrie$e data fro# %M1 cu+es.

%he slices and wor-sheets that use %M1 functions do not store cu+e data. %he store onl the for#ulas and la+els that (ointto the data. %his ensures that the wor-sheets accuratel reflect the current cu+e $alues and data structures.

%he Sna(shot o(tion lets ou co( the cu+e $alues to an Excel wor-sheet. ) sna(shot is not tied to the %M1 cu+e fro# which

it originates. It is as the na#e i#(lies a (icture of cu+e $alues at a (oint in ti#e. )n su+sequent changes ou #a-e to the

cu+e $alues are not reflected in a sna(shot.

/arent topic ,sing /or-sheets to )ccess ata


f 438 26-09-20



D.#. Slicing a 7ie into a +or"s'eetYou can use the Slice o(tion in the &u+e 0iewer or In3S(readsheet Browser to co( the %M1H cu+e $iews into an Excel

wor-sheet.

In the following exa#(le the $iew is sliced into a wor-sheet.

/rocedure

O(en or create a $iew in the &u+e 0iewer or In3S(readsheet Browser.1.

%o create a slice fro# the &u+e 0iewer clic- File Slice.

%he $iew is sliced into a new Excel wor-sheet.

2.

%o create a slice fro# the In3S(readsheet Browser right3clic- the 7ie Control and clic- Slice.

) (ro#(t as-s if ou want to re(lace the In3S(readsheet Browser with a slice.

!.

&lic- %es.

%he slice re(laces the In3S(readsheet Browser in the current wor-sheet.

%he (re$ious sa#(le $iew loo-s li-e this when ou slice the $iew into an Excel wor-sheet as a classic slice.

Row 1 contains infor#ation a+out the cu+e that su((lies the slice data. In this exa#(le the slice contains data fro# theSales'rior&u+e cu+e on the local ser$er.

%he infor#ation a+out the title di#ensions and ele#ents starts in row 2. %he title di#ension na#es a((ear in colu#n )

while the na#es of the current title ele#ents a((ear in colu#n B. /hen ou dou+le3clic- a title ele#ent na#e the

Su+set Editor o(ens with the title di#ension su+set fro# which ou can select a new title di#ension. If the $iew fro#

which the slice was generated used a na#ed su+set for the title di#ension the na#ed su+set o(ens in the Su+set Editor.

If the $iew fro# which the slice was generated did not use a na#ed su+set for the title di#ension the default su+set

o(ens. CIf a default su+set is not defined for the di#ension the )ll su+set o(ens.D

%he row and colu#n ele#ents in a $iew +eco#e the la+els in a slice s(readsheet. ;or exa#(le % Series and 4an are the

la+els in the exa#(le.

%he cells in the range B9 through ? contain the BR/ functions that retrie$e and dis(la the $alues fro# the

Sales'rior&u+e cu+e. ;or exa#(le cell B9 contains the following function

=DBRW($B$1,$B$3,$B$4,$A7,$B$2,B$6)

which retrie$es the $alue 929@@.

;or #ore infor#ation on BR/ functions see ,nderstanding &u+e References.

.

Ta"ing a Snaps'ot of a 7ie

You can co( a $iew fro# the &u+e 0iewer or In3S(readsheet Browser into a wor-sheet with the Sna(shot o(tion. )

sna(shot is different fro# a slice +ecause a sna(shot contains the actual $alues that existed when the sna(shot was

created while a slice contains functions that retrie$e $alues fro# the %M1 ser$er . 0alues in a sna(shot are static while

the functions in a slice retrie$e current $alues fro# the %M1 ser$er when ou o(en or recalculate the slice.



f 438 26-09-20



D.#.1. Ta"ing a Snaps'ot of a 7ieYou can co( a $iew fro# the &u+e 0iewer or In3S(readsheet Browser into a wor-sheet with the Sna(shot o(tion. ) sna(shot

is different fro# a slice +ecause a sna(shot contains the actual $alues that existed when the sna(shot was created while a

slice contains functions that retrie$e $alues fro# the %M1H ser$er . 0alues in a sna(shot are static while the functions in a

slice retrie$e current $alues fro# the %M1 ser$er when ou o(en or recalculate the slice.

/rocedure

O(en or create a $iew in the &u+e 0iewer or In3S(readsheet Browser.1.

%o create a sna(shot fro# the &u+e 0iewer choose File Snaps'ot.

%he $iew is co(ied into a new Excel wor-sheet.

2.

%o create a sna(shot fro# the In3S(readsheet Browser right3clic- the 7ie Control and clic- Snaps'ot.

) (ro#(t as-s if ou want to re(lace the In3S(readsheet Browser with a sna(shot.

!.

&lic- %es.

%he sna(shot re(laces the In3S(readsheet Browser in the current wor-sheet.

.

/arent topic Slicing a 0iew into a /or-sheet


f 438 26-09-20



D.3. Modifying +or"s'eets%he re#ainder of this section ex(lores

/as to #odif wor-sheets that are tied to %M1H cu+es.

*ow to create %M1 wor-sheet functions to write or read data fro# %M1 cu+es.

%here are sa#(le Microsoft Excel wor-sheets that illustrate #ost techniques. Each wor-+oo- retrie$es data fro# the

Sale'rior&u+e sa#(le cu+e using the local %M1 ser$er .

C'anging )lement 4ames in +or"s'eets%he row and colu#n la+els in the %M1 wor-sheet #a( to the ele#ents along the row and colu#n di#ensions in a $iew. Ifou change a la+el to a $alid ele#ent na#e ou can i##ediatel access the corres(onding data.

Typing )lement 4ames in +or"s'eets

In this exercise ou change the colu#n la+els in the sa#(le wor-sheet BReg.

Copying )lement 4ames from TM1 Clients

You can co( se$eral ele#ent na#es fro# the Su+set Editor into a wor-sheet.

Using TM1 +or"s'eet Functions to ,etrie(e )lement 4ames

%M1 offers se$eral wor-sheet functions that retrie$e the ele#ent na#es fro# a cu+e. %his section ex(lains how the

IM7M function retrie$es the ele#ent na#es.

)ntering In(alid )lement 4ames in +or"s'eets

Each colu#n and row la+el #ust +e a $alid ele#ent in the corres(onding di#ension of the %M1 cu+e. %hrough the cu+e

references %M1 uses these la+els to find the correct cell $alues.



f 438 26-09-20



D.3.#. Typing )lement 4ames in +or"s'eetsIn this exercise ou change the colu#n la+els in the sa#(le wor-sheet BReg.

%his for#atted wor-sheet which is a slice of the Sales'rior&u+e cu+e contains #onthl worldwide sales +udget $alues for

three car #odel classes as shown in the following figure.

%he following exa#(le illustrates how ou can retrie$e the new $alues + t(ing new colu#n or row la+els.

/rocedure

O(en the sa#(le wor-sheet BReg.1.

&lic- cell $.2.

Re(lace 4an + t(ing Apr in the for#ula +ar.!.

'ress F= to recalculate the wor-sheet.

%he )(ril $alues now a((ear in colu#n B of the wor-sheet.

.

%o see the original $alues re(lace )(ril with ?an and (ress F=.

4ote You can use the sa#e (rocedure Cste(s 236D to change the row la+els.

6.

&lose BReg without sa$ing an changes.8.

/arent topic Modifing /or-sheets


f 438 26-09-20



D.3.3. Copying )lement 4ames from TM1 ClientsYou can co( se$eral ele#ent na#es fro# the Su+set Editor into a wor-sheet.

/rocedure



In the %ree (ane of the Ser$er Ex(lorer dou+le3clic- the Month di#ension.


!.

*old down &%R" and clic- the ele#ents &ct 4o( 5ec and 6 @uarter..

&lic- )dit /ic" )lements oriJontal.

%he 'ic- Ele#ents *ori=ontal o(tion co(ies the ele#ent na#es to the &li(+oard so that ou can (aste the ele#ent na#es

in a hori=ontal orientation.

6.

In the BReg wor-sheet select the range $).8.

&lic- )dit /aste.

%M1H (astes the ele#ents ou selected in ste( into the wor-sheet.

9.

'ress F=.

%M1 recalculates and dis(las the $alues for the new colu#n ele#ents.

:.

&lose BReg without sa$ing an edits.?.



f 438 26-09-20



D.3.6. Using TM1 +or"s'eet Functions to ,etrie(e )lement 4ames%M1H offers se$eral wor-sheet functions that retrie$e the ele#ent na#es fro# a cu+e. %his section ex(lains how the IM7M

function retrie$es the ele#ent na#es.

/hen ou enter a IM7M function in a cell ou can quic-l change the ele#ent na#es + selecting the# fro# a list in the

Su+set Editor.

%he IM7M function has the following sntax

DIMNM(dimension, index)

Argument 5escription

i#ension 7a#e of a di#ension

index 'ositi$e $alue less than or equal to the total nu#+er of ele#ents in the s(ecified

su+set. %he function returns the di#ension ele#ent that corres(onds to this index

$alue.

/hen ou dou+le3clic- a cell that contains a IM7M function %M1 dis(las the Su+set Editor for the di#ension s(ecified +

the first argu#ent.

%he following exercise illustrates how ou change the na#e of a title ele#ent.

/rocedure


&lic- cell $6.2.

7otice that this cell contains the for#ula

=DIMNM("Region", 32)

%his for#ula returns the !2nd ele#ent /orld fro# the Region di#ension.

!.

ou+le3clic- cell $6.

%he Su+set Editor o(ens for the Region di#ension.

.

Scroll down in the %ree (ane of the Su+set Editor and select the ele#ent )urope.6.&lic- &2.

%he BReg wor-sheet dis(las Euro(e in cell B.

8.

&lic- F= to recalculate the wor-sheet and dis(la the $alues for Euro(e.9.

Exa#ine the for#ula for cell B

=DIMNM("region", 30)

Euro(e is the !@th ele#ent in the Region di#ension.

:.

&lose BReg without sa$ing an edits.?.



f 438 26-09-20



D.3.. )ntering In(alid )lement 4ames in +or"s'eetsEach colu#n and row la+el #ust +e a $alid ele#ent in the corres(onding di#ension of the %M1H cu+e. %hrough the cu+e

references %M1 uses these la+els to find the correct cell $alues.

You #ust t(e $alid ele#ent na#es as la+els onl in wor-sheet cells that %M1 uses to retrie$e data fro# cu+es. In all other

cells ou can t(e anthing ou want. ;or exa#(le the la+el in cell )6 Call nu#+ers in @@@JsD is inde(endent of the

Sales'rior&u+e cu+e.

%he following exercise de#onstrates what ha((ens when ou enter a la+el that is not an ele#ent in the Month di#ension.

/rocedure

If not alread o(en o(en the BReg wor-+oo-.1.

&lic- cell 5.2.

%(e Marc' in the for#ula +ar.!.

'ress F= to recalculate the wor-sheet.

%he #essage TFEYUERR dis(las in cells 8 through ? +ecause %M1 does not recogni=e March as an ele#ent na#e.

.

%o see the original $alues re(lace March with Mar and (ress F=.6.

&lose BReg without sa$ing an edits.8.



f 438 26-09-20



D.6. Understanding Cube ,eferences%o retrie$e and send data to %M1H cu+es fro# a wor-sheet ou #ust include cu+e reference functions in wor-sheet cells. )

cu+e reference identifies the cu+e locations through a list of intersecting ele#ents one ele#ent for each di#ension of a

cu+e.

You can write the cu+e references + using two %M1 wor-sheet functions

5$, retrie$es and sends $alues to a cu+e

5$,+ 3 retrie$es and sends $alues to a cu+e li-e the BR function +ut it is o(ti#i=ed for wide area networ-s. %M1

writes BR/ for#ulas to wor-sheets that ou create with the Slice o(tion

%he following exercise can hel( ou understand cu+e references which ta-es ou through the (rocess of ins(ecting a cell

that contains a BR/ function in the BReg wor-sheet.

/rocedure

O(en the wor-+oo- BReg.1.

&lic- cell $B and notice the entr in the for#ula +ar.

%he cell contains a BR/ wor-sheet function. %he function argu#ents identif the cu+e and the ele#ents identif the

cu+e location for the data $alue.

"etJs exa#ine two of the function argu#ents

DBRW($B$1, $B$3, $B$4, $A6, $B$2, B$5)

Argument 5escription

^B^1 ;irst argu#ent that identifies the cu+e. %he $alue fro# cell B1 su((lies the cu+e na#e.

%he two dollar signs indicate an a+solute cell reference.

^B^! Second and re#aining argu#ents that identif the ele#ents along the di#ensions of the

cu+e. %he argu#ents a((ear in order + the sequence of the di#ensions in the cu+e

definition. %he argu#ent ^B^! (oints to a cell that contains Budget which is an ele#ent

along the cu+eJs first di#ension )ct$s+ud.

%he fi$e ele#ent argu#ents (oint to cells B! B )8 B2 and B6 which contain the la+els Budget /orld S Series

Sales and 4an res(ecti$el.

You can rewrite the BR for#ula using the ele#ent na#es and access the sa#e data

DBRW("SalesPriorCube","Budget","World","S Series","Sales","Jan")

You can also #ix the ele#ent na#es with cell references

2.


f 438 26-09-20



DBRW("93sales","Budget",$B$4,"S Series",$B$2, B$5)

&onsider the following (oints as ou decide which stle of cu+e referencing to use

You can retrie$e the correct cu+e $alues + co(ing a BR/ function across the cells of a wor-sheet re(ort. %he

function #ust include the relati$e cell references for +oth the row and colu#n ele#ents. &ell B8 contains the relati$e

references ̂ )8 and B^6.

/hen ou rearrange or re#o$e the la+els that identif the ele#ents of the cu+e ou #ust change the corres(onding

cell references in the BR/ for#ula. ;or exa#(le if ou #o$e the la+el in cell B1 to cell G6 ou #ust change the

first BR argu#ent.

+riting Cube ,eferences%he %M1 ;or#ula Editor can ins(ect a wor-sheet and create BR/ for#ulas for ou.



f 438 26-09-20



D.. C'anging Cell 7alues Stored in CubesYou can change the si#(le cu+e $alues + using wor-sheets. %he si#(le $alues are located at the intersection of the

unconsolidated CleafD ele#ents along each di#ension of the cu+e. %he si#(le $alues are not deri$ed fro# a cu+e rule. ;or

infor#ation a+out cu+e rules see the IBMH &ognosH %M1H Rules Guide.

In the following exercise ou change the (roected sales a#ount for a single car #odel sold in )rgentina during 4anuar. %he

quarterl total reflects the change.

/rocedure

O(en the sa#(le wor-sheet BModel.1.

&lic- cell $B.2.

%(e 100000 in cell B8 and (ress )nter.

&ell B8 contains a BR/ wor-sheet function which #eans it is tied to a %M1 cu+e. %M1 does not dis(la an error

#essage +ecause the cell contains a si#(le $alue.

!.

'ress F= to recalculate the wor-sheet..

O+ser$e the new $alue in cell E8.6.

%he $alue in cell E8 changes fro# 288@@ to 11:9@@ to reflect the new $alue of the 1 5uarter consolidation.

You cannot change the consolidated $alues directl such as the quarterl total in cell E8. %o (ro$e this tr changing the

$alue in cell E8.

8.

&lic- cell )B.9.

%(e D=10 and (ress )nter.

%M1 dis(las the following error #essage +ecause the function in cell E8 references a calculated $alue

T1: +rite Access 5enied

:.



f 438 26-09-20



D.B. Creating Formulas it' t'e Formula )ditor%he %M1H ;or#ula Editor hel(s ou create cu+e references for cu+es of u( to 2? di#ensions. &u+e references #ust +e

li#ited to cu+es containing 2? di#ensions or fewer due to an Excel li#itationL wor-sheet functions can contain no #ore than

!@ argu#ents. /hen ou construct a cu+e reference one argu#ent #ust +e the cu+e na#e which lea$es 2? argu#ents for

s(ecifing the cu+e di#ensions.

/hen ou o(en the ;or#ula Editor in a wor-sheet %M1 scans the wor-sheet for the ele#ent na#es that can +e used as

argu#ents in the function ou are creating. %M1 starts + #a((ing the row and colu#n la+els to the di#ension ele#ents.

%o hel( ou understand the choices that the ;or#ula Editor #a-es here is a (artial list of the ele#ents in the Sales'rior&u+ecu+e. %he di#ensions are listed in the order in which the exist in the cu+e structure.

5imension 4ame /artial )lement ist

)ct$s+ud )ctual Budget 0ariance

Region )#ericas Euro(e /orld

Model " Series S Series % Series %otal

)ccount1 Gross Margin Sales ,nits 0aria+le

Month 4an ;e+ Mar 1 5uarter

In the following exercise ou use the ;or#ula Editor to (o(ulate a single cell in the %wo$iews wor-sheet. %his wor-sheet

contains two $ersions of a first quarter re(ort. %he to( re(ort (ro$ides the sales data for three consolidated regions

)#ericas Euro(e and /orld. %he +otto# re(ort (ro$ides the worldwide data for three car #odel classes.

Using t'e formula editor to populate a single cell in t'e to (ies or"s'eet

You can use the for#ula editor to (o(ulate a single cell in the two $iews wor-sheet.

Copying t'e formula in t'e cell $D across in t'e top report

You can co( the for#ula in cell B: across in the to( re(ort.

Correcting Cube ,eferences

e(ending on the arrange#ent of detail in our wor-sheet %M1 #ight select the wrong la+els to +uild the cu+e

references. %M1 alwas scans fro# the to( of the wor-sheet to find the title ele#ents of a cu+e. In a wor-sheet that

contains two stac-ed re(orts %M1 #ight select the wrong ele#ent for at least one di#ension in the +otto# re(ort.

Creating TM1 +or"s'eet Functions Using t'e )*cel Insert Function

You can also use the Excel Insert ;unction o(tion to insert %M1 functions into a wor-sheet.



f 438 26-09-20



D.B.1. Using t'e formula editor to populate a single cell in t'e to (ies or"s'eetYou can use the for#ula editor to (o(ulate a single cell in the two $iews wor-sheet.

/rocedure

O(en the sa#(le wor-+oo- To(ies.1.

&lic- cell $D.2.

&lic- TM1 )dit Formula.

%he )dit Formula +ar o(ens.

!.

&lic- 5$ ,ef .

/ith the B Ref o(tion ou can (o(ulate the wor-sheet with the $alues fro# a cu+e. %he B Ref o(tion corres(onds to

the BR wor-sheet function which retrie$es the cu+e $alues.

Because ou are wor-ing with a local ser$er there are no networ- traffic issues to consider. If ou were wor-ing with a

re#ote ser$er o$er a /)7 the +est (ractice would +e to clic- the BR/ o(tion which creates BR/ functions that are

o(ti#i=ed for a /)7 en$iron#ent.

%M1H (ro#(ts ou to indicate which cu+e contains the cell $alue which +eco#es the first argu#ent of the B Ref

for#ula.

You can either (oint to the cell containing the cu+e na#e or select the na#e fro# a list of a$aila+le cu+es. In this

exercise ou (oint to a cell.

.

ou+le3clic- cell $1 which contains the cu+e na#e Sales'rior&u+e.

%he Select %(e of &ell Reference dialog +ox o(ens. In this dialog +ox ou indicate how %M1 uses the selected cell B1 in

the for#ula. B choosing )+solute ou s(ecif that %M1 alwas uses the $alue in cell B1 rather than use another cell in

the wor-sheet.

6.

&lic- Absolute.

%M1 now atte#(ts to +uild the rest of the BR function which includes the references to the ele#ents in the cu+e. %o

+uild the function %M1 (erfor#s the following actions

"oo-s for the row la+el.

%M1 ins(ects the cells to the left of cell B:. If %M1 finds a $alid ele#ent for an di#ension %M1 assu#es the ele#ent

+elongs to the row di#ension and creates a row relati$e cu+e reference. %he row la+el does not need to +e in the

adacent cell.

"oo-s for the colu#n la+el.

%M1 ins(ects the cells directl a+o$e cell B:. If %M1 finds a $alid ele#ent na#e for an di#ension %M1 assu#es that

the ele#ent is a colu#n ele#ent and creates a colu#n relati$e cu+e reference. %he colu#n la+el does not need to +e

in the adacent cell.

"oo-s for ele#ents along the re#aining title di#ensions of the cu+e.

%M1 starts searching at cell )1. ;or each title di#ension %M1 finds %M1 creates an a+solute reference.

%he choices that %M1 #a-es a((ear in the Edit Reference to &u+e dialog +ox. %he +uttons on the left contain the na#es

of di#ensions as the a((ear in order in the cu+e. ;or exa#(le )ct$s+ud is the first di#ension in the Sales'rior&u+e

cu+e.

8.


f 438 26-09-20



Exa#ine the choices that %M1 #a-es.

)ll choices are #ade so that ou can (o(ulate the other cells of a re(ort + co(ing the for#ula.

%M1 finds the row la+el in cell ): and #a(s it to the Region di#ension. %M1 assigns the cell a row relati$e reference

^):. /hen ou co( the for#ula down the row reference changes +ut the colu#n reference re#ains the sa#e.

%M1 finds the colu#n la+el in cell B9 and #a(s it to the Month di#ension. %M1 assigns the cell a colu#n relati$e

reference B^9. /hen ou co( the for#ula across the colu#n reference changes +ut the row reference re#ains the

sa#e.

%M1 finds the ele#ents for the re#aining di#ensions and #a(s the# correctl. ;or exa#(le )ctual is an ele#ent in

the )ct$s+ud di#ension. %M1 assigns each cell an a+solute reference +ecause the $alues in those cells should +eused throughout the re(ort.

9.

&lic- &2.

%he Edit ;or#ula +ar now dis(las the co#(lete for#ula. ;or clarit the s(readsheet na#e that would (recede each cell

reference has +een o#itted in this exa#(le

DBR($B$1,$B$3,$A8,$B$6,$B$2,B$7)

:.

&lic- &2 to store the for#ula in cell B:.

&ell B: now dis(las the $alue found at the intersection of the ele#ents shown in the Edit ;or#ula +ar.

You can now co#(lete the to( re(ort + co(ing the for#ula down and to the right of cell B:.

?.

/arent topic &reating ;or#ulas with the ;or#ula Editor


f 438 26-09-20



D.B.#. Copying t'e formula in t'e cell $D across in t'e top reportYou can co( the for#ula in cell B: across in the to( re(ort.

/rocedure

&lic- cell $D.1.

Right3clic- cell $D and clic- Copy.2.

&lic- cell $D and drag the #ouse (ointer to cell )10.!.

Right3clic- in an selected cell and clic- /aste..'ress F= to recalculate the wor-sheet.

&ells B? through E1@ now dis(la the a((ro(riate cell $alues fro# the Sales'rior&u+e cu+e.

6.



f 438 26-09-20



D.B.3. Correcting Cube ,eferencese(ending on the arrange#ent of detail in our wor-sheet %M1H #ight select the wrong la+els to +uild the cu+e references

%M1 alwas scans fro# the to( of the wor-sheet to find the title ele#ents of a cu+e. In a wor-sheet that contains two

stac-ed re(orts %M1 #ight select the wrong ele#ent for at least one di#ension in the +otto# re(ort.

You can correct the wrong ele#ent choices in the ;or#ula Editor as illustrated in the following exercise.

/rocedure

If not alread o(en o(en the sa#(le wor-sheet To(ies.1.

&lic- cell $1.2.

&lic- TM1 )dit Formula.

%he Edit ;or#ula +ar o(ens.

!.

&lic- 5$ ,ef .

%M1 (ro#(ts ou to indicate which cu+e contains the cell $alue.

.

ou+le3clic- cell $1 which contains the cu+e na#e Sales'rior&u+e.

%he Select %(e of &ell Reference dialog +ox o(ens.

6.

&lic- Absolute.

%M1 now atte#(ts to +uild the rest of the BR for#ula + scanning the wor-sheet and selects the correct ele#ent for all+ut the Region di#ension.

%M1 selects the correct row and colu#n ele#ents. /hen %M1 starts searching for the title ele#ents it first finds 0aria+le

&osts and )ctual which are $alid for cell B16. %he third ele#ent %M1 finds )#ericas in cell ): #a(s to the Region

di#ension. %he cell reference is $alid for the to( re(ort +ut not for the +otto# re(ort. You need to direct %M1 to cell B1!

which contains /orld.

8.

Select the field next to the region +utton.9.

ou+le3clic- cell $13 in the wor-sheet which contains the ele#ent /orld.

%he Select %(e of &ell Reference dialog +ox o(ens.

:.

&lic- Absolute.

%he a+solute cell reference uses the ele#ent /orld for each cell in the ;irst 5uarter Sales + Model3&lass re(ort.

%he Edit Reference to &u+e dialog +ox o(ens with the correct cu+e reference ^B^1! in the field next to the region

+utton.

You can correct a cu+e reference + clic-ing a di#ension +utton and selecting an ele#ent fro# the Su+set Editor. In this

exa#(le ou would clic- the region +utton and select the /orld ele#ent fro# the Su+set Editor. *owe$er ou are now

using a string argu#ent rather than a cell reference and an change ou #a-e to the ele#ent in cell B1! would not +e

reflected in the data retrie$ed + the BR function.

?.

&lic- &2.

%he Edit ;or#ula +ar now dis(las the co#(lete for#ula.

1@.

&lic- &2 to store the for#ula in cell B16.11.

%o co#(lete the re(ort co( and (aste the for#ula across the range B16 through E1:.12.


f 438 26-09-20





f 438 26-09-20



D.B.6. Creating TM1 +or"s'eet Functions Using t'e )*cel Insert FunctionYou can also use the Excel Insert ;unction o(tion to insert %M1H functions into a wor-sheet.

/rocedure

&hoose Insert Function fro# the Excel #enu+ar.

%he Insert ;unction dialog +ox o(ens.

1.

Select TM1 in the Select a Category list.2.

In the Select a Function list dou+le3clic- the function ou want to create.

%he ;unction )rgu#ents dialog +ox o(ens.

!.

Enter the a((ro(riate argu#ents in the fields of the dialog +ox.

4ote ;or details on argu#ents for s(ecific functions refer to /or-sheet ;unctions in the IBMH &ognosH %M1(eferen)e

Guide.

.

)fter ou finish entering argu#ents clic- &2 to insert the function into the wor-sheet.6.



f 438 26-09-20



D.. Creating 5ynamic ,eports%M1H offers se$eral wor-sheet functions that res(ond to changes in the structure of a cu+e. %hese wor-sheet functions are

es(eciall useful when ou create a wor-sheet that is tied to a %M1 cu+e without first using the Slice o(tion.

%he %M1 wor-sheet functions include

5F,ST Returns the first ele#ent in a di#ension sequence

54)T Returns the next ele#ent in a di#ension sequence. ,se 7EA% and ;RS% to +uild a co#(lete list of ele#ents

)C&M/ Returns the ele#ents that are the children of a consolidated ele#ent

;or ex(lanations of other wor-sheet functions that ou can use to create dna#ic re(orts see the IBMH &ognosH %M1

(eferen)e Guide.

Using t'e 54)T Function

In the following exercise ou use the 7EA% function to return the na#e of a #onth +ased on its relati$e (osition a#ong

the colu#n la+els.

Using t'e 5F,ST Function

%he ;RS% function returns the first ele#ent of a di#ension. You can use the ;RS% function with the 7EA% function.

Using t'e )C&M/ Function

%he E"&OM' function returns a child of a consolidated ele#ent. %his function acce(ts three argu#ents a di#ension

na#e an ele#ent na#e and an index nu#+er for the child.



f 438 26-09-20



D..#. Using t'e 5F,ST Function%he ;RS% function returns the first ele#ent of a di#ension. You can use the ;RS% function with the 7EA% function.

If ou want to dis(la an ordered di#ension list in our wor-sheet ou can retrie$e the first ele#ent of the di#ension with

the ;RS% function and all the su+sequent ele#ents with the 7EA% function.

In the 0arire(t wor-sheet the row headings are the ele#ents fro# the Model di#ension. In the wor-sheet the row headings

are entered as si#(le la+els. You can su+stitute the row headings with functions. %hat wa an changes ou #a-e to the

Model di#ension are auto#aticall reflected in the 0arire(t wor-sheet.

/rocedure

O(en the wor-+oo- 7arirept.1.

&lic- cell AD and t(e the following ;RS% for#ula

=DFRST("model")>

2.

'ress )nter.

%he for#ula returns " Series 1.8" &on$erti+le the first ele#ent in the Model di#ension.

!.

In cell )? t(e the following 7EA% for#ula

=DNEXT("model",A8)>

.

'ress )nter.

%he for#ula returns the ele#ent in the Model di#ension su+sequent to the ele#ent shown in cell ): " Series 1.8"Sedan.

6.

&o( the for#ula in cell )? to cells A10 through A63.

%he wor-sheet still dis(las the original #odel na#es. *owe$er if the structure of the Model di#ension changes the

functions in colu#n ) would reflect the changes.

8.

/arent topic &reating na#ic Re(orts


f 438 26-09-20



D..3. Using t'e )C&M/ Function%he E"&OM' function returns a child of a consolidated ele#ent. %his function acce(ts three argu#ents a di#ension na#e

an ele#ent na#e and an index nu#+er for the child.

In the following exercise ou change the colu#n la+els in the 0arire(t wor-sheet to show a consolidated ele#ent and its

su+ordinates.

/rocedure

O(en the wor-+oo- 7arirept.1.

&lic- cell $ and t(e the following for#ula

=DIMNM("month",16)>

%his for#ula returns 5uarter the 18th ele#ent of the Month di#ension.

2.

&lic- cell C and t(e the following for#ula

=ELCOMP("month",$B$7,1)>

%he for#ula returns the first child for the ele#ent na#e in cell B9.

!.

'ress )nter.

Oct dis(las in cell &9.

.

&o( the for#ula in cell &9 to cells 5 and ).6.&lic- cell 5.

%his cell contains the following for#ula


8.

Edit the last argu#ent + re(lacing the 1 with a #.

%he cell should now contain the following for#ula


9.

Edit the for#ula in cell E9 so that it contains a ! as its last argu#ent.:.

,esults

%he re(ort now shows the consolidated ele#ent 5uarter and all its children in the sequence defined in the consolidation.


f 438 26-09-20



/arent topic &reating na#ic Re(orts


f 438 26-09-20



=. Acti(e Forms)cti$e ;or#s let ou $iew and u(date li$e IBMH &ognosH %M1H cu+e data directl in Excel whene$er ou are connected to

the ser$er on which the cu+e data resides. )cti$e ;or#s retain the a+ilit to ex(and and colla(se row di#ension

consolidations in %M1 $iews while allowing ou to use nati$e Excel features and functions to create co#(lex re(orts.

/ith the introduction of )cti$e ;or#s the dna#ic slice functionalit that was a$aila+le in (re$ious releases is no longer

su((orted. If ou o(en a wor-sheet containing a dna#ic slice in %M1 ?. the slice is rendered as a JclassicJ slice reflecting

the state of the slice the last ti#e it was sa$ed. )n for#atting a((lied to the dna#ic slice is lost when the slice is o(ened in

%M1 ?. or later.

Acti(e Forms &(er(ie

)cti$e ;or#s are i#(le#ented through a series of wor-sheet functions that define the co#(onents of a for# such as

title ele#ents row ele#ents and dis(la (ro(erties.

Creating an Acti(e Form

You can create an )cti$e ;or# fro# the &u+e 0iewer or directl in Excel.

+or"ing it' Acti(e Forms

)cti$e ;or#s (ro$ide a full co#(le#ent of o(tions that let ou #odif for#s to suit our analsis and re(orting

require#ents.

Formatting Acti(e Forms

)cti$e ;or# for#atting is defined directl in the wor-sheet containing the for#. B default row ele#ents are for#atted

)rial 1@ (t. regular with a slate +lue +ac-ground while data cells are for#atted )rial 1@ (t. regular with a light gra

+ac-ground using the nu#+er for#at fro# the source $iew.

Acti(e Forms in TM1 +eb

If a Microsoft Excel wor-sheet containing an )cti$e ;or# is added to %M1 a((lications the )cti$e ;or# can +e accessed

in %M1 /e+ through the corres(onding /e+sheet.

Acti(e Form Functions

%he following wor-sheet functions are used to create )cti$e ;or#s. /hen ou generate an )cti$e ;or# through the user

interface these functions are auto#aticall inserted into the a((ro(riate locations in the wor-sheet. You can #ani(ulate

these functions as desired to #anage )cti$e ;or#s.

Acti(e Form Usage 4otes

You should +e aware of conditions and li#itations when using )cti$e ;or#s.


f 438 26-09-20



=.1. Acti(e Forms &(er(ie)cti$e ;or#s are i#(le#ented through a series of wor-sheet functions that define the co#(onents of a for# such as title

ele#ents row ele#ents and dis(la (ro(erties.

/hen ou insert an )cti$e ;or# in a wor-sheet the for# JownsJ all rows that are required to dis(la the for#. You cannot

insert additional data or o+ects Csuch as charts or i#agesD in an row that is occu(ied + an )cti$e ;or# as the datao+ect

will +e deleted when the for# is recalculated.

)cti$e ;or#s su((ort #ost features a$aila+le in the &u+e 0iewer.

selecta+le title di#ensions

stac-ed row and colu#n di#ensions

ex(anda+lecolla(si+le consolidations Crows onlD

=ero su((ression Crows onlD

drill3through

filtering

data s(reading

In addition )cti$e ;or#s allow ou to define for# for#atting through the use of standard Excel for#at o(tions directl in

the wor-sheet.

4ote &olu#n di#ensions are static in )cti$e ;or#s. You cannot ex(and or colla(se consolidated colu#n ele#ents in an)cti$e ;or#. %hough the colu#n di#ension ele#ents are set when the )cti$e ;or# is initiall generated ou)an #anuall

edit the colu#n ele#ents. )s long as ou enter a $alid ele#ent na#e for a colu#n ele#ent the )cti$e ;or# will return

$alues fro# the ser$er.

/arent topic )cti$e ;or#s


f 438 26-09-20



=.#. Creating an Acti(e FormYou can create an )cti$e ;or# fro# the &u+e 0iewer or directl in Excel.

Creating an Acti(e Form from t'e Cube 7ieer

%here are two was to create an )cti$e ;or# fro# the &u+e 0iewer.

Creating an Acti(e Form in Microsoft )*cel

You can create an )cti$e ;or# directl in Excel without using the &u+e 0iewer.

Sa(ing an Acti(e Form

)n )cti$e ;or# is sa$ed with the Microsoft Excel wor-sheet.

,ecalculating an Acti(e Form

%here are se$eral o(tions for recalculating an )cti$e ;or#.

5eleting an Acti(e Form

You can selecti$el delete indi$idual )cti$e ;or#s fro# a wor-sheet. /hen ou delete an )cti$e ;or# onl the data area

is re#o$ed fro# the wor-sheet. %he colu#n headings title ele#ents and for#atting area re#ain in the wor-sheet.



f 438 26-09-20



=.#.1. Creating an Acti(e Form from t'e Cube 7ieer%here are two was to create an )cti$e ;or# fro# the &u+e 0iewer.

You can use the #enu or the tool+ar +utton t( create an )cti$e ;or# fro# &u+e 0iewer

/rocedure

;ro# the File #enu clic- Acti(e Form1.

;ro# the %ool+ar clic- the )cti$e ;or# +utton . %he )cti$e ;or# is created in a new e#(t Excel wor-sheet.2.

/arent topic &reating an )cti$e ;or#


f 438 26-09-20



=.#.#. Creating an Acti(e Form in Microsoft )*celYou can create an )cti$e ;or# directl in Excel without using the &u+e 0iewer.

If a wor-sheet is e#(t ou can insert an )cti$e ;or# anwhere in the sheet.

If a wor-sheet alread contains one or #ore )cti$e ;or#s ou can insert a new )cti$e ;or# a+o$e or +elow existing

for#s. Each for# uses its own title row and colu#n di#ensions.

You cannot insert a new for# within an row that alread contains an )cti$e ;or#.

/rocedure

Right3clic- an e#(t cell clic- Acti(e Form then clic- Insert Acti(e Form.

%he Insert )cti$e ;or# dialog +ox o(ens.

1.

Enter a na#e for the for# in the Acti(e Form 4ame +ox.

B default for#s are na#ed )R'% where is a nu#+er that is sequentiall incre#ented for each for# in a wor-sheet.

%he first for# in a wor-sheet is na#ed )R'%1 the second for# is na#ed )R'%2 and so on.

2.

Select the ser$er on which the )cti$e ;or# data resides.!.

&lic- the cu+e containing the for# data..

&lic- the $iew that corres(onds to the data configuration ou want to use in the for#.6.

&lic- Insert.8.



f 438 26-09-20



=.#.3. Sa(ing an Acti(e Form)n )cti$e ;or# is sa$ed with the Microsoft Excel wor-sheet.

,se the standard Excel Sa$e o(tions to sa$e an )cti$e ;or#.



f 438 26-09-20



=.#.6. ,ecalculating an Acti(e Form%here are se$eral o(tions for recalculating an )cti$e ;or#.

You can u(date data $alues in +oth the current for# and the current Excel wor-sheet + following the ste(s +elow

%o u(date data $alues in the current for#

&lic- F= to u(date data $alues in the current for# configuration.

%o u(date data $alues in the current Excel wor-sheet

Right3clic- an )cti$e ;or# cell.1.

&lic- Acti(e Form then clic- ,ebuild Current S'eet to re+uild the )cti$e ;or#s in the current Excel wor-sheet.

)n te#(orar configuration #odifications ou ha$e a((lied to the for#s will +e discarded and the for#s will re$ert

to their #ost recent sa$ed state. You can also (ress AT;F= to re+uild the current sheet.

2.

%o u(date data $alues in all Excel wor-sheets


&lic- Acti(e Form then clic- ,ebuild Current $oo" to re+uild all )cti$e ;or#s in all wor-sheet in the current Excel

wor-sheet.

)n te#(orar configuration #odifications ou ha$e a((lied to the for#s will +e discarded and the for#s will re$ert

to their #ost recent sa$ed state.

2.

You can control the default +eha$ior of recalculating )cti$e ;or#s using the %M1Re+uild and %M1Re+uildefault configuration

(ara#eters. See the IB# Cognos# !"# Installation and Configuration Guide for #ore infor#ation.



f 438 26-09-20



=.#.. 5eleting an Acti(e FormYou can selecti$el delete indi$idual )cti$e ;or#s fro# a wor-sheet. /hen ou delete an )cti$e ;or# onl the data area is

re#o$ed fro# the wor-sheet. %he colu#n headings title ele#ents and for#atting area re#ain in the wor-sheet.

/rocedure

&lic- anwhere in the data area of the )cti$e ;or# ou want to delete.1.

&lic- the 5elete +utton on the )cti$e ;or# tool+ar.

You can also right3clic- an )cti$e ;or# then clic- Acti(e Form 5elete.

2.



f 438 26-09-20



=.3. +or"ing it' Acti(e Forms)cti$e ;or#s (ro$ide a full co#(le#ent of o(tions that let ou #odif for#s to suit our analsis and re(orting require#ents

Suppressing<5isplaying Eeroes

You can selecti$el su((ress or dis(la rows containing onl =ero $alues in an )cti$e ;or#.

Filtering

)cti$e ;or#s su((ort filtering onl when a filter is (resent in the $iew fro# which the for# originates.

5ata Spreading and olding

)cti$e ;or#s su((ort all data s(reading and holding o(erations.

5rilling to ,elated 5ata

If the source $iew for an )cti$e ;or# includes drill (rocesses and rules ou can drill through to detailed data fro# an

)cti$e ;or#. rill (rocesses and rules #ust +e created + the %M1 de$elo(er. ;or #ore infor#ation see the IBM &ognos

%M1 e$elo(er Guide.

)diting ,o Subsets

%he row su+set for an )cti$e ;or# is defined + the %M1R'%RO/ function and is set when the for# is originall

generated fro# a cu+e $iew +ut ou can use the %M1 Su+set Editor to #odif the row su+set.

Sa(ing t'e ,o Subset as a Static ist of )lements

If ou drill downroll u( row ele#ents or otherwise #odif a row su+set without ex(licitl sa$ing the su+set in the Su+set

Editor our #odifications will +e discarded when ou re+uild the wor-sheet containing the )cti$e ;or# or when ou

close and then reo(en the wor-sheet.

C'anging Title )lements

You can access a co#(letel different $iew of cu+e data + changing an ele#ent in a title di#ension.

Inserting a 5ependent Section

e(endent sections let ou Js(litJ an )cti$e ;or# into two or #ore sections. ) de(endent section uses the sa#e colu#n

and title di#ensions as the (arent )cti$e ;or# with which it is associated +ut has unique row ele#ents.

Inserting Columns

You can insert a colu#n anwhere within an )cti$e ;or#. ) colu#n can +e inserted in an of the locations.



f 438 26-09-20



=.3.#. Filtering)cti$e ;or#s su((ort filtering onl when a filter is (resent in the $iew fro# which the for# originates.

;or general filtering (rocedures see /or-ing with &u+e 0iews.

/rocedure

Right3clic- a cell in an )cti$e ;or#.1.

&lic- Acti(e Form then clic- Filter.2.

In the ;ilter 0iew dialog +ox define the filter ou want to a((l to the )cti$e ;or#.!.

&lic- &2..

/arent topic /or-ing with )cti$e ;or#s


f 438 26-09-20



=.3.3. 5ata Spreading and olding)cti$e ;or#s su((ort all data s(reading and holding o(erations.

;or #ore infor#ation see ,sing ata S(reading.

Applying data spreading

You can a((l data s(reading.

Applying data 'olding

You can a((l data holding.



f 438 26-09-20



=.3.3.#. Applying data 'oldingYou can a((l data holding.

/rocedure

Right3clic- the cell to which ou want to a((l data holding.1.

&lic- olds then clic- the desired holding #ethod.2.

/arent topic ata S(reading and *olding


f 438 26-09-20



=.3.6. 5rilling to ,elated 5ataIf the source $iew for an )cti$e ;or# includes drill (rocesses and rules ou can drill through to detailed data fro# an )cti$e

;or#. rill (rocesses and rules #ust +e created + the %M1H de$elo(er. ;or #ore infor#ation see the IBMH &ognosH %M1

e$elo(er Guide.

/rocedure

Right3clic- a cell in an )cti$e ;or# then clic- 5rill.

If the drill rule for the selected cell is associated with a single data source the detailed data o(ens i##ediatel.

If the drill rule for the selected cell is associated with #ulti(le data source clic- the data source ou want to $iew then clic-

OF.



f 438 26-09-20



=.3.. )diting ,o Subsets%he row su+set for an )cti$e ;or# is defined + the %M1R'%RO/ function and is set when the for# is originall generated

fro# a cu+e $iew +ut ou can use the %M1H Su+set Editor to #odif the row su+set.

;or details on using the Su+set Editor see /or-ing with Su+sets.

/rocedure

Right3clic- the first Cto(D row ele#ent in the )cti$e ;or#.1.

&lic- Acti(e Form then clic- )dit Subset.2.efine a su+set using the o(tions a$aila+le in the Su+set Editor.!.

&lic- &2..



f 438 26-09-20



=.3.B. Sa(ing t'e ,o Subset as a Static ist of )lementsIf ou drill downroll u( row ele#ents or otherwise #odif a row su+set without ex(licitl sa$ing the su+set in the Su+set

Editor our #odifications will +e discarded when ou re+uild the wor-sheet containing the )cti$e ;or# or when ou close

and then reo(en the wor-sheet.

If ou want to sa$e #odifications to a row su+set #ade outside of the Su+set Editor ou #ust ex(licitl sa$e the row

ele#ents as a static list of ele#ents. %his se$ers the connection to the su+set originall used to create the )cti$e ;or# so

an changes to the original su+set will not a((ear in the for#.

/rocedure


&lic- Acti(e Form then clic- Sa(e ,o )lements as Static ist.2.



f 438 26-09-20



=.3.. C'anging Title )lementsYou can access a co#(letel different $iew of cu+e data + changing an ele#ent in a title di#ension.

/rocedure

ou+le3clic- a title ele#ent.1.

&lic- a new ele#ent in the Su+set Editor.2.

&lic- &2.!.



f 438 26-09-20



=.3.=. Inserting ColumnsYou can insert a colu#n anwhere within an )cti$e ;or#. ) colu#n can +e inserted in an of the locations.

directl within the )cti$e ;or#

to the left of the )cti$e ;or#

to the right of the )cti$e ;or#

Inserted colu#ns (ersist when a $iew is recalculated + (ressing ;? or re+uilt + (ressing )"%;?.

Adding Functions to an Acti(e Form)fter ou insert a colu#n ou can use that colu#n to create an Excel wor-sheet function in the first row of an )cti$e

;or#. /hen ou recalculate the )cti$e ;or# the new function will auto#aticall +e co(ied to all rows in the for#.



f 438 26-09-20



=.3.=.1. Adding Functions to an Acti(e Form)fter ou insert a colu#n ou can use that colu#n to create an Excel wor-sheet function in the first row of an )cti$e ;or#.

/hen ou recalculate the )cti$e ;or# the new function will auto#aticall +e co(ied to all rows in the for#.

If ou insert a new colu#n to the left of an )cti$e ;or# and insert a S,M function in the first row the function will +e co(ied

to all rows of the for# when ou recalculate.

If ou #odif the row ele#ents for the for# either + editing the colu#n su+set or + ex(andingcolla(sing consolidations

the function are auto#aticall co(ied to all rows occu(ied + the )cti$e ;or#.

/arent topic Inserting &olu#ns


f 438 26-09-20



=.6.#. Understanding Application of 5efault Formatting%he default for#at definitions in an )cti$e ;or# are fairl si#(le.

Format 5efinition abel 5escription

@ Row ele#ents cells 1@ (t. )rial (ale +lue shading no +order.

ata cells ? (t. )rial (ale +lue shading no +order.

1 Row ele#ents cells 1@ (t. )rial (ale ellow shading no +order.

ata cells ? (t. )rial (ale ellow shading no +order.

2 Row ele#ents cells 1@ (t. )rial (ale ellow shading no +order.


! Row ele#ents cells 1@ (t. )rial (ale ellow shading no +order.


Row ele#ents cells 1@ (t. )rial (ale ellow shading no +order.


7 Row ele#ents cells 1@ (t. )rial no shading no +order.

ata cells ? (t. )rial no shading no +order.

%he a((lication of these for#at definitions is deter#ined + the return $alue of the I; function in colu#n ) for each row in

our )cti$e ;or#.

%he I; function uses se$eral )cti$e Re(ort wor-sheet functions. %he +asic logic of the I; function is as follows

eter#ine if the row ele#ent is a consolidation

If the row ele#ent is a consolidation deter#ine if the su+set ele#ent le$el of the consolidation is less than or equal to !.

If the su+set ele#ent le$el of the consolidation is less than or equal to ! return the su+set ele#ent le$el $alue. If the

su+set ele#ent le$el of the consolidation is greater then ! return .

If the row ele#ent is not a consolidation return 7.

4ote /ithin the I; function the %M1R%'E""E0 function is used to deter#ine the su+set ele#ent le$el of a consolidated

row ele#ent. %his function is distinct fro# the E""E0 wor-sheet function. %M1R%'E""E0 returns the le$el of an ele#ent

within a su+set while E""E0 returns the le$el of an ele#ent in a di#ension. ;or further details see the docu#entation of

the %M1R(tEl"e$ function.

/arent topic ;or#atting )cti$e ;or#s


f 438 26-09-20



=.6.3. Modifying Acti(e Form Format 5efinitions/hen ou #odif the for#atting of a cell in the for#at range all )cti$e ;or#s in the sheet that use the corres(onding for#a

definition are u(dated when ou recalculate the for#.

;or exa#(le if ou #odif for#at definition 1 + a((ling an orange +ac-ground to cell &! a green +ac-ground to cell !

and a ellow +ac-ground to cell E! all )cti$e ;or# rows that use for#at definition 1 will dis(la those +ac-ground colors.

/hen #odifing a cell in the for#at range ou can a((l all standard cell for#ats a$aila+le in the Excel ;or#at &ells dialog

+ox.

)n text or nu#+ers entered in a for#atting row are ignored so ou can safel enter notes or characters to #a-e it eas to

identif the for#at of an gi$en cell in the for#at range as in the following exa#(le.


f 438 26-09-20





f 438 26-09-20



=.6.. Applying Formatting in an Acti(e FormIf our )cti$e ;or# uses #ore than one for#at definition colu#n ) of the first row in our )cti$e ;or# #ust contain a

function that resol$es to one of the for#at definition la+els in the for#at range. You cannot use hard3coded $alues when

s(ecifing for#at definition la+els in colu#n ) as the for#at definition la+el in the first row will auto#aticall +e co(ied to all

other rows in the for# o$erwriting the hard3coded $alues.

/rocedure

&lic- the cell at the intersection of colu#n ) and the first data row in our )cti$e ;or#.1.

Insert a function that will resol$e to an of the for#at definition la+els set in the for#at range.2.

'ress ATF= to re+uild the )cti$e ;or# and $iew the for#atting.!.

If the function in colu#n ) resol$es to a $alue that is not used as a for#at definition nu#+er no for#atting is a((lied to

the )cti$e ;or# row.

.



f 438 26-09-20



=.. Acti(e Forms in TM1 +ebIf a Microsoft Excel wor-sheet containing an )cti$e ;or# is added to %M1H a((lications the )cti$e ;or# can +e accessed in

%M1 /e+ through the corres(onding /e+sheet.

%he following two new +uttons are on the /e+sheet tool+ar to si#(lif wor-ing with )cti$e ;or#s.

$utton 4ame /urpose

Re+uild Re+uilds the )cti$e ;or# according to the for# definition in the

TM1RPTVIEW function.

&olu#n Resi=e /idens the colu#n in a /e+sheet to dis(la all cell data. Select the

colu#n and clic- the +utton.

4ote If an Excel wor-sheet contains #ulti(le )cti$e ;or#s that originate fro# #ore than one %M1 ser$er our

userna#e(assword co#+ination #ust +e identical on all ser$ers to successfull $iew the corres(onding /e+sheet.

;or exa#(le if a wor-sheet contains one )cti$e ;or# fro# Ser$er) and one )cti$e ;or# fro# Ser$erB the

userna#e(assword co#+ination ou use to access Ser$er) #ust +e identical to the userna#e(assword co#+ination ou

use to access Ser$erB to successfull $iew the )cti$e ;or#s in a single /e+sheet. If our userna#e(assword co#+ination is

not identical on all %M1 ser$ers re(resented in a /e+sheet the /e+sheet will dis(la inco#(lete data.



f 438 26-09-20



=.B. Acti(e Form Functions%he following wor-sheet functions are used to create )cti$e ;or#s. /hen ou generate an )cti$e ;or# through the user

interface these functions are auto#aticall inserted into the a((ro(riate locations in the wor-sheet. You can #ani(ulate

these functions as desired to #anage )cti$e ;or#s.

%M1R(t0iew

%M1R(t%itle

%M1R(tRow

%M1R(t;ilter

%M1R(tEl"e$

%M1R(tElIsEx(anded

%M1R(tElIs&onsolidated

%hese functions along with all other wor-sheet functions are descri+ed in the IBMH &ognosH %M1H(eferen)e Guide.



f 438 26-09-20



=.. Acti(e Form Usage 4otesYou should +e aware of conditions and li#itations when using )cti$e ;or#s.

S'eet 4ames Cannot Include 5as' 9!: C'aracter

If a wor-sheet contains an )cti$e ;or# the na#e assigned to the wor-sheet cannot include the dash character C3D.

Merging Cells In an Acti(e Form ,e-uires a ,ebuild

If ou #erge a cell containing a S,B7M for#ula Cused to retrie$e title ele#ents for an )cti$e ;or#D ou #ust re+uild the

for# using )"%;? after selecting a new title ele#ent. If ou do not re+uild the )cti$e ;or# will dis(la data for the

(re$ious title ele#ent.

Acti(e Forms ,e-uire at east &ne ,o 5imension

%he cu+e $iew fro# which ou generate an )cti$e ;or# #ust contain at least one row di#ension. If the $iew does not

contain a row di#ension the )cti$e ;or# will not dis(la an data $alues.

Using Cell and /assord /rotection it' Acti(e Forms

IBM &ognos %M1 )cti$e ;or#s su((ort cell le$el (rotection a((lied in Microsoft Excel +ut do not su((ort (assword

(rotection.



f 438 26-09-20



=..1. S'eet 4ames Cannot Include 5as' 9!: C'aracterIf a wor-sheet contains an )cti$e ;or# the na#e assigned to the wor-sheet cannot include the dash character C3D.

If ou use a dash in the na#e of a wor-sheet containing an )cti$e ;or# ou will recei$e in$alid na#e errors when ou

recalculate the wor-sheet and the data in the )cti$e ;or# will not u(date correctl.

/arent topic )cti$e ;or# ,sage 7otes


f 438 26-09-20



=..#. Merging Cells In an Acti(e Form ,e-uires a ,ebuildIf ou #erge a cell containing a S,B7M for#ula Cused to retrie$e title ele#ents for an )cti$e ;or#D ou #ust re+uild the

for# using )"%;? after selecting a new title ele#ent. If ou do not re+uild the )cti$e ;or# will dis(la data for the (re$ious

title ele#ent.



f 438 26-09-20



=..3. Acti(e Forms ,e-uire at east &ne ,o 5imension%he cu+e $iew fro# which ou generate an )cti$e ;or# #ust contain at least one row di#ension. If the $iew does not

contain a row di#ension the )cti$e ;or# will not dis(la an data $alues.

;or exa#(le the following cu+e $iew is configured without a row di#ension.

If ou generate an )cti$e ;or# fro# this $iew the resulting for# contains no data.



f 438 26-09-20



=..6. Using Cell and /assord /rotection it' Acti(e FormsIBMH &ognosH %M1H )cti$e ;or#s su((ort cell le$el (rotection a((lied in Microsoft Excel +ut do not su((ort (assword

(rotection.

Acti(e Forms and Cell /rotection

You can a((l cell le$el (rotection without a (assword for an )cti$e ;or# in Excel using the Excel %ools #enu 'rotection

'rotect Sheet o(tion. %he cell (rotection without a (assword is su((orted and a((lied in the following scenarios

/hen the )cti$e ;or# is $iewed in Excel'ers(ecti$es .

/hen the )cti$e ;or# is $iewed as a /e+sheet in %M1 /e+.

Acti(e Forms and /assord /rotection

)cti$e ;or#s do not full su((ort (assword (rotected wor-sheets in either Excel'ers(ecti$es or as a /e+sheet in %M1 /e+.

%his is +ecause of the dna#ic +eha$ior of )cti$e ;or#s that require frequent re+uilding of the data (resentation which

causes a conflict with the exact t(e of +eha$ior that (assword (rotection is designed to (re$ent.

If ou a((l ExcelJs 'rotect Sheet feature with a (assword to a wor-sheet that contains an )cti$e ;or# ou will +e (ro#(ted

to enter the (assword whene$er ou o(en the wor-sheet u(date the $alues C(ress ;?D or re+uild the wor-sheet. You #ust

enter the wor-sheet (assword each ti#e to allow the )cti$e ;or# to run and retrie$e data fro# %M1 .

Using Slices it' /assord /rotection as an Alternati(e

If ou need to (ro$ide users with read3onl access to (assword (rotected wor-+oo-s in Excel that contain %M1 data ou #awant to consider using classic Slices as an alternati$e to )cti$e ;or#s. Slices in a wor-sheet do not use the sa#e dna#ic+eha$ior as )cti$e ;or#s and therefore do not (resent a conflict with (assword (rotection.

*owe$er note that (assword (rotection is not su((orted when a wor-sheet is $iewed as a /e+sheet in %M1 /e+.

;or #ore details a+out Slices see the section NSlicing a 0iew into a /or-sheetN in the IBM &ognos %M1 *ser Guide



f 438 26-09-20



10. Creating ,eports%he IBMH &ognosH %M1H 'rint Re(ort /i=ard ena+les ou to generate N+riefing +oo-N3stle re(orts fro# %M1 slices. /hen

ou generate %M1 re(orts ou can select which title di#ensions to use in the re(ort and the order in which the title

di#ension ele#ents a((ear in the re(ort.

%his section descri+es how to create %M1 re(orts in Microsoft Excel.

&(er(ie of TM1 ,eports

,sing the %M1 'rint Re(ort /i=ard ou can generate %M1 re(orts that ou can share with other (eo(le in our

organi=ation in a nu#+er of was.

Creating TM1 ,eports

You create %M1 re(orts fro# slices using the 'rint Re(ort /i=ard. %he wi=ard guides ou through this (rocess.

Sa(ing and oading TM1 /rint ?obs

You can sa$e our re(ort settings as a %M1 'rint 4o+ and load the# for later use. Settings are sa$ed in a %M1 Re(ort ;ile

with the file na#e extension .r(t.


f 438 26-09-20



10.1. &(er(ie of TM1 ,eports,sing the %M1H 'rint Re(ort /i=ard ou can generate %M1 re(orts that ou can share with other (eo(le in our organi=ation

in a nu#+er of was.

/rint t'e report to a printer 3 'ro$ides a hard co( of the %M1 re(ort

Sa(e t'e report as an )*cel document 3 Generates a single file with se(arate sheets or (ages for each title ele#ent

co#+ination or a series of files one file for each title ele#ent co#+ination

Sa(e t'e report as a /5F document 3 Generates a single file with indi$idual (ages for each title di#ension

co#+ination or a unique '; file for each (ossi+le co#+ination of title ele#ents

Your re(orts can include an of the wor-sheets in our Excel wor-+oo- and ou can also sa$e the re(ort settings and load

the# for future use.

You should +e aware of the following ite#s when generating re(orts in %M1

You cannot generate re(orts directl fro# the In3S(readsheet Browser. You #ust first create a slice fro# theIn3S(readsheet Browser and then ou can generate a re(ort fro# the slice.

Standard %M1 securit a((lies to %M1 re(orts. If ou atte#(t to create a re(ort that includes ele#ents or cells to which

ou ha$e 7O7E (ri$ilege an re(ort cells affected + the (ri$ilege dis(la as 7) in the re(ort.

/arent topic &reating Re(orts


f 438 26-09-20



10.#. Creating TM1 ,eportsYou create %M1H re(orts fro# slices using the 'rint Re(ort /i=ard. %he wi=ard guides ou through this (rocess.

Selecting the sheets to include in the re(ort

Selecting the title di#ensions and su+sets for the re(ort

Selecting wor-+oo- (rint o(tions

Selecting a (rint destination for the re(ort C(rinter Excel file or '; fileD

Sa$ing our re(ort settings

%he exa#(les used in this section are +ased on the following slice of the Sales&u+e cu+e in the %M1 sa#(le data+ase.

%he exa#(le slice contains three title di#ensions.

act$s+ud 3 ,ses the default su+set containing three ele#ents

account1 3 ,ses the default su+set containing six ele#ents

Your Excel wor-+oo- can also include our own wor-sheets which can +e included in the re(ort.

Setting t'e /age ayout for TM1 ,eports

%he (age laout of the re(ort sheets is deter#ined fro# the Excel 'age Setu( (ro(erties of each sheet that is included

the %M1 re(ort.

Starting t'e /rint ,eport +iJard

In order to create a re(ort ou #ust start the 'rint Re(ort /i=ard.

Selecting t'e S'eets for t'e ,eport

You can select an of the wor-sheets fro# the current Excel wor-+oo- to include in our re(ort. %his ena+les ou to

create a re(ort that co#+ines slice data with our own user3created wor-sheets such as title or chart (ages.

Selecting t'e Title 5imensions for t'e ,eport

%he )$aila+le %itle i#ensions +ox located in the u((er left (ortion of screen 2 of the 'rint Re(ort /i=ard lists the sheet

na#e and title di#ensions of the slice. ;or each di#ension this +ox also lists the current su+set na#e Cif a((lica+leD the

nu#+er of ele#ents in the su+set and the cell address of the title di#ension in the slice wor-sheet. If the current su+set

is unna#ed the su+set na#e does not a((ear in the list.

Selecting +or"boo" /rint &ptions

,se the lower section of screen 2 of the 'rint Re(ort /i=ard to control the nu#+er and grou(ing of wor-sheets in the

re(ort. %his o(tion a((lies when our re(ort includes wor-sheets that contain %M1 slice data Cslice wor-sheetsD and

wor-sheets that do not contain slice data Cuser wor-sheetsD.

Selecting a /rint 5estination

%he final ste( of creating a re(ort is to select a (rint destination.

/rinting TM1 ,eports

%he following ste(s illustrate how to (rint %M1 re(orts.

Sa(ing t'e TM1 ,eport as an )*cel 5ocument/hen ou sa$e the %M1 re(ort as a Microsoft Excel docu#ent ou can generate the re(ort into either a single Excel

wor-+oo- file or #ulti(le Excel wor-+oo- files.

Sa(ing t'e TM1 ,eport as a /5F 5ocument

/hen ou sa$e the %M1 re(ort as a '; docu#ent ou can generate the re(ort into either a single '; file or #ulti(le

'; files.



f 438 26-09-20



10.#.1. Setting t'e /age ayout for TM1 ,eports%he (age laout of the re(ort sheets is deter#ined fro# the Excel 'age Setu( (ro(erties of each sheet that is included the

%M1H re(ort.

Before ou generate the %M1 re(ort ou can use Excel to set the (age laout of an sheet in the re(ort + selecting the

sheet and then clic-ing ;ile 'age Setu( fro# the Excel #enu +ar. Select the (age laout o(tions for that s(ecific sheet and

then re(eat these ste(s to set the (age laout for an other sheet in the re(ort.

/arent topic &reating %M1 Re(orts


f 438 26-09-20



10.#.#. Starting t'e /rint ,eport +iJardIn order to create a re(ort ou #ust start the 'rint Re(ort /i=ard.

/rocedure

;ro# the Microsoft Excel #enu +ar clic- TM1 /rint ,eport.

%he 'rint Re(ort /i=ard o(ens.

1.

Select the o(tions ou want on each screen of the wi=ard.

,se the 4e*t +utton to ste( through the wi=ard.

2.

)fter selecting our o(tions clic- Finis' to create the re(ort.

%he rest of this section descri+es the details of creating a re(ort.

!.



f 438 26-09-20



10.#.3. Selecting t'e S'eets for t'e ,eportYou can select an of the wor-sheets fro# the current Excel wor-+oo- to include in our re(ort. %his ena+les ou to create a

re(ort that co#+ines slice data with our own user3created wor-sheets such as title or chart (ages.

/or-sheets can +e one of two t(es.

TM1N slice or"s'eet 3 )n Excel wor-sheet that contains slice data.

User or"s'eet 3 )n Excel wor-sheet that does not include slice data. Exa#(les include title (ages charts or other

infor#ation.

;or exa#(le if an Excel wor-+oo- contains one slice wor-sheet na#ed Sales ata and two user3created wor-sheets

na#ed M %itle 'age and M 7otes 'age.

You could choose to include onl the Sales ata and M %itle 'age wor-sheets in the re(ort.

,se the first screen of the wi=ard to select wor-sheets to include in the re(ort as follows

%o include a wor-sheet in the re(ort select the chec- +ox next to the sheet na#e

%o include all sheets clic- the Select All +utton

%o exclude all sheets clic- the Clear All +utton

)fter selecting the wor-sheets to include in the re(ort clic- 4e*t.



f 438 26-09-20



10.#.6. Selecting t'e Title 5imensions for t'e ,eport%he )$aila+le %itle i#ensions +ox located in the u((er left (ortion of screen 2 of the 'rint Re(ort /i=ard lists the sheet

na#e and title di#ensions of the slice. ;or each di#ension this +ox also lists the current su+set na#e Cif a((lica+leD the

nu#+er of ele#ents in the su+set and the cell address of the title di#ension in the slice wor-sheet. If the current su+set is

unna#ed the su+set na#e does not a((ear in the list.

You select the title di#ensions to include in the re(ort + selecting and #o$ing the# fro# the )$aila+le %itle i#ensions list

to the Selected %itle i#ensions list.

/rocedure

Select the di#ensions ou want to include in the re(ort

%o select a single di#ension clic- the di#ension.

%o select #ulti(le non3adacent di#ensions hold down &%R" and clic- each di#ension.

%o select #ulti(le adacent di#ensions clic- the first di#ension hold down S*I;% and clic- the last di#ension.

1.

)dd the selected di#ensions to the re(ort

&lic- to #o$e selected di#ensions to the Selected Title 5imensions list.

You can also dou+le3clic- on a single di#ension to #o$e it fro# one list to the other list.

&lic- to re#o$e a di#ension fro# the Selected Title 5imensions list.

&lic- to #o$e all di#ensions to the Selected Title 5imensions list.

&lic- to re#o$e all di#ensions fro# the Selected Title 5imensions list.

2.

If necessar select a di#ension and use the u( and down arrows to change the order of title di#ensions in theSelected

Title 5imensions list.

%his order is used when the re(ort is generated. ;or details see eter#ining the Order of Sheets in a Re(ort.

!.

5etermining t'e 4umber of S'eets in a ,eport

In the following figure the generated re(ort will include all (ossi+le co#+inations of ele#ents fro# the act$s+ud and

region title di#ensions. %here are three ele#ents in the act$s+ud title di#ension su+set and !2 ele#ents in the region

title di#ension.

5etermining t'e &rder of S'eets in a ,eport

%he re(ort sheets are generated + ccling through the title di#ensions in the order the a((ear in the Selected %itlei#ensions list. ,sing the exa#(le fro# the (re$ious figure the Excel sheets generate in the following order

Selecting 5imension Subsets for t'e ,eport

You can use the Su+set Editor to select a su+set of ele#ents for an di#ension that ou include in our re(ort.



f 438 26-09-20



10.#.6.1. 5etermining t'e 4umber of S'eets in a ,eportIn the following figure the generated re(ort will include all (ossi+le co#+inations of ele#ents fro# the act$s+ud and region

title di#ensions. %here are three ele#ents in the act$s+ud title di#ension su+set and !2 ele#ents in the region title

di#ension.

%he nu#+er of ele#ents for each title di#ension su+set is #ulti(lied ! T !2 which ields ?8 (ossi+le co#+inations of title

ele#ents or Excel sheets. %he total nu#+er of Excel sheets that are generated in a re(ort dis(las in the lower left corner of

the wi=ard. In this case the total nu#+er of Excel sheets is ?9 one user wor-sheet (lus ?8 title ele#ents.

)s ou add title di#ensions to a re(ort the nu#+er of sheets can increase dra#aticall. ;or exa#(le if ou add the

account1 title di#ension with six ele#ents to the re(ort ?8 ele#ents + 8 ele#ents are #ulti(lied which ields 698 Excel

sheets. %his would increase the nu#+er of sheets in the re(ort fro# ?9 to 699 one user wor-sheet (lus 698 title ele#ents.

/arent topic Selecting the %itle i#ensions for the Re(ort


f 438 26-09-20



10.#.6.#. 5etermining t'e &rder of S'eets in a ,eport%he re(ort sheets are generated + ccling through the title di#ensions in the order the a((ear in the Selected %itle

i#ensions list. ,sing the exa#(le fro# the (re$ious figure the Excel sheets generate in the following order

;or an title di#ension ou do not include in the Selected %itle i#ensions list the current title ele#ent in the slice is

used in all re(ort sheets. In the exa#(le the account1 di#ension is not in the Selected %itle i#ensions list so the

Sales ele#ent Cthe current title ele#ent in the sliceD is used in all re(ort sheets.

Sheets +egin generating using the first ele#ent fro# the unna#ed default su+set of the act$s+ud di#ension which is

)ctual.

Fee(ing the )ctual title ele#ent constant the Excel sheets are then generated + ccling through all ele#ents of the

region di#ension.

)fter ccling through all ele#ents in the region di#ension the Excel sheets are generated using the second ele#ent fro#

the unna#ed default su+set of the act$s+ud di#ension which is Budget.

Fee(ing the Budget title ele#ent constant the Excel sheets are generated + again ccling through all ele#ents of theregion di#ension.

)fter ccling through all ele#ents in the region di#ension the final Excel sheets are generated using the last ele#ent

fro# the unna#ed default su+set of the act$s+ud di#ension C0arianceD and ccling through all ele#ents of the region

di#ension one last ti#e.

/arent topic Selecting the %itle i#ensions for the Re(ort


f 438 26-09-20



10.#..1. /rint Single +or"boo"If ou want the re(ort to create one co#(lete grou( of wor-sheets use the 'rint Single /or-+oo- o(tion. Each sheet in the

re(ort is (rinted onl once including user sheets that do not contain %M1H slice data.

/arent topic Selecting /or-+oo- 'rint O(tions


f 438 26-09-20



10.#.B. Selecting a /rint 5estination%he final ste( of creating a re(ort is to select a (rint destination.

/rint to /rinter 3 sends the re(ort directl to a (rinter or creates a (rinter3read file

Sa(e As )*cel Files 3 sa$es the re(ort as an Excel wor-+oo- file

Sa(e As /5F Files 3 sa$es the re(ort as a '; docu#ent file



f 438 26-09-20



10.#.. /rinting TM1 ,eports%he following ste(s illustrate how to (rint %M1H re(orts.

/rocedure

Select the 'rint to 'rinter o(tion on screen ! of the 'rint Re(ort /i=ard.

%he following (rinter o(tions are a$aila+le.

&ption 5escription

'rinter 7a#e S(ecifies the (rinter where the re(ort (rints. Your sste# default (rinter is selected +

default.

%o select a different (rinter clic- the arrow +eside 'rinter 7a#e and select a (rinter

fro# the list.

7u#+er of &o(ies S(ecifies the nu#+er of co(ies of the re(ort that are (rinted

%o change the nu#+er of co(ies enter a nu#+er in the +ox. You can also clic- the u(

arrow to increase the nu#+er of co(ies or clic- the down arrow to decrease the

nu#+er of co(ies.

'rint to ;ile Sa$es the re(ort as a (rinter3read file.

;ile 7a#e If ou select the 'rint to ;ile o(tion ou #ust enter a full (ath to the file in the ;ile7a#e +ox or clic- Browse to na$igate to the director in which ou want to sa$e the

file.

You #ust also s(ecif a file t(e. ;or exa#(le if ou (rint to a file using a 'ostScri(t

(rinter ou should a((end the .(s file t(e to the file na#e.

&ollate &ollates a re(ort that ou send to a (rinter.

1.

If ou want to sa$e the re(ort settings as a %M1 'rint 4o+ clic- Sa(e As and s(ecif a director and file na#e.2.

o one of the following to finish (rinting

If ou want to (re$iew the re(ort +efore (rinting clic- /re(ie to $iew the re(ort in the Excel 'rint 're$iew window.

You can then either (rint or close the Excel 'rint 're$iew window without (rinting.

4ote &losing the Excel 'rint 're$iew window will also close the %M1 'rint Re(ort /i=ard. If ou want to sa$e our

re(ort settings #a-e sure ou sa$e the# +efore using (rint (re$iew.

If ou want to (rint the re(ort without using (rint (re$iew clic- Finis' to (rint the re(ort directl to a (rinter or to a

file.

!.



f 438 26-09-20



10.#.D. Sa(ing t'e TM1 ,eport as an )*cel 5ocument/hen ou sa$e the %M1H re(ort as a Microsoft Excel docu#ent ou can generate the re(ort into either a single Excel

wor-+oo- file or #ulti(le Excel wor-+oo- files.

Single )*cel or"boo" 9default: 3 Generates a single wor-+oo- with indi$idual wor-sheets for each title di#ension

co#+ination. %M1 na#es each wor-sheet according to the first title di#ension in the wor-sheet.

Multiple )*cel or"boo"s 3 Generates a unique Excel wor-+oo- for each (ossi+le co#+ination of title ele#ents in there(ort.

/hen ou sa$e a re(ort as an Excel docu#ent ou can create a re(ort that contains either of the following data t(es

4umeric (alues report 3 oes not retrie$e $alues fro# the ser$er. You can share a re(ort that contains nu#eric $alues

with anone +ecause the re(ort does not require access to the ser$er.

BR/ formulas report 3 Retrie$es $alues fro# the ser$er. You cannot share a re(ort that contains BR/ for#ulas with

anone unless the ha$e access to the ser$er. *owe$er this t(e of re(ort is alwas u(3to3date +ecause %M1 retrie$es

the current $alues fro# the ser$er. /ith a BR/ for#ulas re(ort ou can write $alues to the ser$er as the BR/

for#ula can +oth send data to and retrie$e data fro# the ser$er.

/rocedure

Select the Sa$e as Excel ;iles o(tion on screen three of the 'rint Re(ort /i=ard.

%he following Excel docu#ent o(tions are a$aila+le.

&ption 5escription

Generate 7ew /or-+oo- for

Each %itle

Generate a new Excel wor-+oo- for each (ossi+le co#+ination of title ele#ents in the

re(ort and sa$es the wor-+oo-s to the director ou s(ecif with the irector 7a#e

o(tion.

%o generate a single Excel wor-+oo- with indi$idual wor-sheets for each title

di#ension co#+ination clear this o(tion.

;ile 7a#e If ou want to generate a single Excel wor-+oo- s(ecif a file na#e for the

wor-+oo-.

If ou s(ecif a full (athna#e the re(ort uses the filena#e ou assign.

If ou s(ecif onl a filena#e without a (ath the file is sa$ed in the M ocu#entsdirector.

If ou s(ecif onl the director in which ou want to sa$e the re(ort the file is

sa$ed with a na#e reflecting the selected title ele#ents of the first sheet in the

wor-+oo-. ;or exa#(le )ctualU)rgentina.xls.

irector 7a#e If ou want to generate a new Excel wor-+oo- for each (ossi+le co#+ination of title

ele#ents in the re(ort s(ecif the director in which %M1 sa$es the wor-+oo-s.

Each new wor-+oo- is sa$ed with a na#e reflecting the title ele#ents used to

generate the re(ort. ;or exa#(le a wor-+oo- na#ed )ctualU)rgentina.xls indicates

that the re(ort is generated using the )ctual and )rgentina title ele#ents.

&reate Sna(shot Generates wor-+oo-s containing nu#eric $alues that reflect the current slice $alues

and archi$es historical $alues. Because $alues are nu#eric and $alues are not

retrie$ed fro# the ser$er through for#ulas ou can share the wor-+oo-s ou create

with the &reate Sna(shot o(tion with anone.

%o generate wor-+oo-s containing BR/ for#ulas that retrie$e $alues fro# the

ser$er associated with the slice clear this o(tion.

You can share the wor-+oo-s containing BR/ for#ulas onl with users who ha$e

access to the ser$er fro# which the slice was created.

1.



f 438 26-09-20



&lic- Finis' to sa$e the re(ort as an Excel docu#ent.

4ote /hen ou sa$e a re(ort as a single Excel wor-+oo- with indi$idual wor-sheets for each title di#ension

co#+ination the nu#+er of wor-sheets that can generate is li#ited + a$aila+le #e#or Cas deter#ined + ExcelD.

If ou atte#(t to generate a re(ort that exceeds the a$aila+le #e#or li#it an error #essage dis(las.

&lic- &2 to dis#iss the error. You #ust then change our re(ort configuration so that the re(ort contains fewer sheets.

%his is a trial3and3error (rocessL ou will not -now if our newl3configured re(ort exceeds the a$aila+le #e#or li#it

until ou atte#(t to generate the re(ort.

!.



f 438 26-09-20



10.#.=. Sa(ing t'e TM1 ,eport as a /5F 5ocument/hen ou sa$e the %M1H re(ort as a '; docu#ent ou can generate the re(ort into either a single '; file or #ulti(le ';

files.

Single /5F file 9default: 3 Generates a single '; file with indi$idual (ages for each title di#ension co#+ination.

Multiple /5F files 3 Generates a unique '; file for each (ossi+le co#+ination of title ele#ents in the re(ort.

/rocedure

Select the Sa$e as '; ;iles o(tion on screen ! of the 'rint Re(ort /i=ard.

%he following '; docu#ent o(tions are a$aila+le.

&ption 5escription

Generate 7ew /or-+oo- for Each

%itle

Generates a new '; file for each (ossi+le co#+ination of title ele#ents in the

re(ort and sa$es the file to the director ou s(ecif with the irector 7a#e

o(tion.

%o generate a single '; docu#ent with indi$idual (ages for each title di#ension

co#+ination clear this o(tion.

;ile 7a#e If ou want to sa$e the %M1 re(ort as a single '; file s(ecif a na#e for the

file.

If ou s(ecif a full (athna#e the '; docu#ent uses the filena#e ou assign.

If ou s(ecif onl a filena#e without a (ath %M1 sa$es the '; docu#ent in

our M ocu#ents director.

If ou s(ecif onl the director in which ou want to sa$e the '; file %M1

sa$es the file with a na#e reflecting the selected title ele#ents of the first sheetin the wor-+oo-. ;or exa#(le )ctualU)rgentina.(df.

irector 7a#e If ou want to generate a new '; file for each (ossi+le co#+ination of title

ele#ents in the re(ort s(ecif the director in which %M1 will sa$e the files.

%M1 sa$es each new '; file with a na#e reflecting the title ele#ents used togenerate the re(ort. ;or exa#(le a file na#ed )ctualU)rgentina.(df indicates

that %M1 will generate the re(ort using the )ctual and )rgentina title ele#ents.

1.


&lic- Finis' to sa$e the re(ort as a '; docu#ent.!.



f 438 26-09-20



10.3. Sa(ing and oading TM1 /rint ?obsYou can sa$e our re(ort settings as a %M1H 'rint 4o+ and load the# for later use. Settings are sa$ed in a %M1 Re(ort ;ile

with the file na#e extension .r(t.

Sa(ing a TM1 /rint ?ob

You can sa$e a (rint o+.

oading an )*isting TM1 /rint ?ob

You can load an existing (rint o+.



f 438 26-09-20



10.3.1. Sa(ing a TM1 /rint ?obYou can sa$e a (rint o+.

/rocedure

&lic- Sa(e As in the 'rint Re(ort /i=ard.

%he Sa$e %M1H 'rint 4o+ dialog +ox o(ens.

1.

S(ecif a director and file na#e.2.

&lic- Sa(e.

%he re(ort settings are sa$ed to the file and the title +ar of the 'rint Re(ort /i=ard dis(las the file na#e.

!.

/arent topic Sa$ing and "oading %M1 'rint 4o+s


f 438 26-09-20



10.3.#. oading an )*isting TM1 /rint ?obYou can load an existing (rint o+.

/rocedure

&lic- oad in the 'rint Re(ort /i=ard.

%he "oad %M1H 'rint 4o+ dialog +ox o(ens.

1.

Browse to the director containing the %M1 Re(ort ;ile and select the file ou want to o(en.2.

&lic- &pen.

%he re(ort (rint o+ is loaded and the file na#e is dis(laed in the title +ar of the 'rint Re(ort /i=ard.

!.

/arent topic Sa$ing and "oading %M1 'rint 4o+s


f 438 26-09-20



11. TM1 +eb &(er(ieIBMH &ognosH %M1H /e+ extends the analtical (ower of %M1 /e+ + offering a nu#+er of tas-s in a we+ +rowser.

)nal=e cu+e data

0iew and edit data in for#atted Excel re(orts

rill (i$ot select and filter data

Build charts fro# cu+e data

'erfor# so#e %M1 ser$er ad#inistration tas-s

Starting TM1 +eb

%he following ste(s illustrate how to log in to IBM &ognos %M1 /e+ .

Using TM1 +eb

%he %M1 /e+ #ain (age contains the 7a$igation (ane on the left and a &ontent (ane on the right.

5ata $rosing and Analysis Tas"s

%M1 /e+ (ro$ides tools for wor-ing with %M1 /e+sheets cu+e $iews charts and su+sets.

Administrator Tas"s

)s a %M1 /e+ ad#inistrator ou can use %M1 /e+ to (erfor# ad#inistration tas-s.


f 438 26-09-20



11.1. Starting TM1 +eb%he following ste(s illustrate how to log in to IBMH &ognosH %M1H /e+ .

/rocedure

Start an internet +rowser.1.

Enter the ,R" (ro$ided + our %M1 /e+ ad#inistrator using the following exa#(le.

http://machine_name/virtual_directory /TM1Weblogin.aspx

where

machine_name is the na#e of the /e+ ser$er used to deli$er %M1 /e+ (ages.

virtual_directory is the na#e of the $irtual director the /e+ ser$er uses to locate %M1 /e+ (ages. %he default

$irtual director na#e is %M1 /e+ .

%he %M1 /e+ "ogin (age o(ens.

2.

Enter the login infor#ation.

Admin ost 3 %he na#e of the %M1 )d#in *ost ou use to locate an acti$e %M1 ser$er on our networ-.

TM1 Ser(er 3 %he na#e of the %M1 Ser$er ou want to access through %M1 /e+ . &lic- the down arrow to select

one of the %M1 Ser$ers a$aila+le on our networ-. &lic- ,efres' to u(date the list of ser$ers a$aila+le on our

networ-.

4ote If the )d#inS$rSS"&ertI (ara#eter in the %M1 /e+ .config file is incorrectl configured the ser$er #enu

#a +e e#(t. See NRunning %M1 in Secure Mode using SS"N cha(ter of the IBM &ognos %M1 Installation and

Configuration Guide for details on this (ara#eter.

User 4ame 3 Your user na#e on the selected %M1 Ser$er .

/assord 3 Your (assword on the selected %M1 Ser$er .

!.

&lic- ogin.

%he %M1 /e+ Main (age o(ens.

.

/arent topic %M1 /e+ O$er$iew


f 438 26-09-20



11.#. Using TM1 +eb%he %M1H /e+ #ain (age contains the 7a$igation (ane on the left and a &ontent (ane on the right.

4a(igation /ane

%he 7a$igation (ane contains the following ite#s

Content /ane

%he &ontent (ane dis(las the cu+e $iews and /e+sheets that ou o(en. Each o+ect that ou o(en dis(las on a

se(arate ta+.



f 438 26-09-20



11.#.1. 4a(igation /ane%he 7a$igation (ane contains the following ite#s

Applications 3 is(las a list of a((lications that ou can access through %M1H /e+ . %hese a((lications can contain

shortcuts to %M1 /e+sheets cu+es and $iews.

7ies 3 is(las a list of cu+es and $iews on the %M1 Ser$er .

Administration 3 is(las a list of ser$er o+ect (ro(erties. You can #odif so#e of these (ro(erties directl fro# %M1

/e+ .

4ote %he )d#inistration #odule is $isi+le onl to users who are #e#+ers of the )MI7 grou( on the %M1 Ser$er .

%M1 /e+ does not su((ort the use of Bac- and ;orward +uttons fro# our +rowser. ,se the controls offered in the

7a$igation (ane to #aintain consistent data $iews.

/arent topic ,sing %M1 /e+


f 438 26-09-20



11.#.#. Content /ane%he &ontent (ane dis(las the cu+e $iews and /e+sheets that ou o(en. Each o+ect that ou o(en dis(las on a se(arate

ta+.

/arent topic ,sing %M1 /e+


f 438 26-09-20



11.3. 5ata $rosing and Analysis Tas"s%M1H /e+ (ro$ides tools for wor-ing with %M1 /e+sheets cu+e $iews charts and su+sets.

;or details see the following sections

/or-ing with /e+sheets 3 escri+es how to $iew edit and ex(ort /e+sheets.

/or-ing in the %M1 /e+ &u+e 0iewer 3 escri+es how to $iew edit configure and ex(ort cu+e $iews re$iew and sa$e

data changes and create new $iews.

/or-ing with %M1 /e+ &harts 3 'ro$ides details on using charts with %M1 /e+ &u+e 0iews changing chart (ro(erties

ex(anding and colla(sing consolidations in a chart and drilling fro# a chart.

Editing Su+sets in %M1 /e+ 3 escri+es how to use the %M1 /e+ Su+set Editor to create and #anage lists of ele#ents

that identif the data ou want to anal=e.



f 438 26-09-20



11.6. Administrator Tas"s)s a %M1H /e+ ad#inistrator ou can use %M1 /e+ to (erfor# ad#inistration tas-s.

0iew and edit so#e of the (ro(erties for (rocesses chores clients cu+es and di#ension.

&hange the (assword of the current user.

&onfigure a custo# ho#e(age for %M1 /e+ .

Modif %M1 /e+ configuration (ara#eters in the we+.config file.

'erfor# we+ folder #aintenance.

,se %M1 /e+ log files to #onitor %M1 /e+ acti$it and errors.

;or details see )d#inistering %M1 /e+ in the IBMH &ognosH %M1 Operation Guide.



f 438 26-09-20



1#. +or"ing it' +ebs'eets%his section descri+es using /e+sheets.

+ebs'eet &(er(ie

) /e+sheet is a Microsoft Excel wor-sheet C.xls fileD with IBMH &ognosH %M1H data that ou can $iew in a we+

+rowser. B (u+lishing an Excel wor-sheet fro# the IBM &ognos software to an a((lication folder other users can $iew

our wor-sheet + using their /e+ +rowser.

7ieing a +ebs'eet

)n Excel wor-sheet that exists in a %M1 a((lication is auto#aticall a$aila+le through %M1 /e+ . ;or details on creating

and #anaging a((lications see the IBM &ognos %M1 e$elo(er Guide.

Using t'e +ebs'eet Toolbar

%he /e+sheet tool+ar at the to( of the %M1 /e+ (age contains +uttons for wor-ing with /e+sheets.

Using t'e +ebs'eet /aging Toolbar

,se the /e+sheet (aging tool+ar to na$igate through /e+sheets that contain a large nu#+er of rows. %his tool+ar allows

ou to #o$e (age + (age through a range of rows in the /e+sheet or u#( to a range of rows that ou s(ecif.

)diting 5ata in a +ebs'eet

You can edit data in a /e+sheet.

C'anging +ebs'eet /roperties

/e+sheet (ro(erties deter#ine how an Excel file dis(las and +eha$es when $iewed as a /e+sheet in %M1 /e+ . )ll

users can $iew /e+sheet (ro(erties +ut ou #ust ha$e /rite access to an Excel file within an a((lication to edit the

/e+sheet (ro(erties.

,ecogniJing In'erited )*cel Features in +ebs'eets

) /e+sheet inherits the following Excel features

Generating a ,eport from a +ebs'eet

You can generate J+riefing +oo-J 3 stle re(orts in %M1 /e+ in two was


f 438 26-09-20



1#.1. +ebs'eet &(er(ie) /e+sheet is a Microsoft Excel wor-sheet C.xls fileD with IBMH &ognosH %M1H data that ou can $iew in a we+ +rowser. B

(u+lishing an Excel wor-sheet fro# the IBM &ognos software to an a((lication folder other users can $iew our wor-sheet +

using their /e+ +rowser.

/ith a /e+sheet ou can (erfor# the following tas-s.

Enter data in cells to which ou ha$e /rite access Csee the IBM &ognos %M1 Operation GuideD. %he IBM &ognos we+

client does not identif which cells are writa+le so ou #ust ha$e so#e fa#iliarit with our data to successfull enter

data into the /e+sheet. ;or details on entering data in cells see Editing ata in a /e+sheet.

,se data s(reading to enter or #odif #an /e+sheet $alues at once. S(reading is frequentl used for scenario testing

and what3if analsis during a +udgeting or financial (lanning (rocess.

rill to relational ta+les or other cu+es. If the slice that ou (u+lish to the /e+ contains a cell with a defined drill3through

rule that drill function is a$aila+le fro# our /e+sheet.

0iew Excel charts. If the slice ou (u+lish to the /e+ contains a chart the chart will a((ear in our /e+sheet. If the slice

fro# which ou +uilt the chart has a drill3through rule defined ou can drill through to related infor#ation fro# the

/e+sheet chart.

Mani(ulate title ele#ent su+sets in the Su+set Editor.

7ote that at this ti#e diagonal +orders are not su((orted in %M1 /e+sheets.

7isual 5ifferences $eteen +ebs'eets and )*cel +or"s'eets

%his section descri+es so#e of the $isual differences ou #a notice when using a %M1 /e+sheet as co#(ared to anExcel wor-sheet.

/arent topic /or-ing with /e+sheets


f 438 26-09-20



1#.1.1. 7isual 5ifferences $eteen +ebs'eets and )*cel +or"s'eets%his section descri+es so#e of the $isual differences ou #a notice when using a %M1H /e+sheet as co#(ared to an Excel

wor-sheet.

5iagonal $orders

)t this ti#e diagonal +orders are not su((orted in %M1 /e+sheets.

5isplay of Gridlines in TM1 +ebs'eets

If gridlines are ena+led in an Excel wor-sheet the also dis(la in the associated %M1 /e+sheet exce(t for the following

scenarios in$ol$ing +ac-ground color Ccell shadingD

If gridlines are ena+led in Excel and a +ac-ground color is a((lied to the entire wor-sheet the gridlines do not dis(la in

either Excel or the associated /e+sheet.

If gridlines are ena+led in Excel and a +ac-ground color is a((lied to onl a range of cells in a wor-sheet the gridlines for

those cells are hidden in Excel +ut re#ain $isi+le in the associated /e+sheet.

/arent topic /e+sheet O$er$iew


f 438 26-09-20



1#.#. 7ieing a +ebs'eet)n Excel wor-sheet that exists in a %M1H a((lication is auto#aticall a$aila+le through %M1 /e+ . ;or details on creating

and #anaging a((lications see the IBMH &ognosH %M1 e$elo(er Guide.

/rocedure

;ro# the +rowser clic- an a((lication in the left na$igation (ane.

%he /e+sheets in the a((lication a((ear as lin-s in the list.

4ote )((lications can contain references to $arious o+ects such as cu+es di#ensions su+sets and $iews.)((lications in %M1 /e+ dis(la shortcuts to onl /e+sheets cu+es and $iews.

1.

&lic- a wor-sheet lin-.

%he /e+sheet dis(las in the +rowser.

2.



f 438 26-09-20



1#.3. Using t'e +ebs'eet Toolbar%he /e+sheet tool+ar at the to( of the %M1H /e+ (age contains +uttons for wor-ing with /e+sheets.

%he following ta+le descri+es the /e+sheet tool+ar +uttons.

Icon 4ame 5escription

Su+#it ata &hanges Sends the /e+sheet data #odifications to the %M1 ser$er .

Re$iew ata &hanges is(las the data #odifications ou #ade to the /e+sheet.

Ex(ort Ex(orts the current /e+sheet to a Microsoft Excel slice an

Excel sna(shot or an )do+e ';.

Recalculate current /e+sheet If ou edited an data $alues in the /e+sheet this o(tion

sends the data #odifications to the %M1 ser$er and then

u(dates the data in the /e+sheet.

If ou did not edit an data $alues in the /e+sheet this

o(tion retrie$es the current $alues fro# the %M1 ser$er and

u(dates the data in the /e+sheet.

Re+uild )cti$e ;or# Re+uilds the current acti$e for#.

)uto &alculation On

)uto &alculation Off

%urns the auto#atic calculation o(tion on or off.

/hen turned on this o(tion auto#aticall recalculates

/e+sheet $alues when ou re3configure a /e+sheet.

)uto ;it Selected &olu#n /idth )dusts the width of the currentl selected colu#n.

<oo# In Increases the #agnification factor of the /e+sheet.

<oo# Out ecreases the #agnification factor of the /e+sheet.

7or#al 0iew Returns to the default #agnification le$el of 1@@>.

&lose /e+sheet &loses the /e+sheet. %M1 /e+ dis(las either a +lan- (age

or the last o(en /e+sheet.



f 438 26-09-20



1#.6. Using t'e +ebs'eet /aging Toolbar,se the /e+sheet (aging tool+ar to na$igate through /e+sheets that contain a large nu#+er of rows. %his tool+ar allows ou

to #o$e (age + (age through a range of rows in the /e+sheet or u#( to a range of rows that ou s(ecif.

4ote %he /e+sheet (aging tool+ar is onl a$aila+le if this o(tion has +een ena+led + our %M1H /e+ ad#inistrator.

%he following ta+le descri+es the /e+sheet tool+ar +uttons.

Icon 5escription

Ena+lesdisa+les the /e+sheet (aging tool+ar. You can

inde(endentl ena+ledisa+le the tool+ar for each /e+sheet

that ou o(en.

Shows the range of the currentl dis(laed rows and the

total nu#+er of rows in the /e+sheet. 7a$igates to a range

of rows that ou enter.

&lic- the Apply Manual /age ,ange +utton to #o$e to

the range of cells that ou s(ecif.

Mo$es u(down through the (ages of rows in the /e+sheet.



f 438 26-09-20



1#.. )diting 5ata in a +ebs'eetYou can edit data in a /e+sheet.

Enter and edit $alues directl in the leaf cells of a /e+sheet

,se data s(reading to distri+ute nu#eric $alues in a /e+sheet

)diting 5ata in +ebs'eet Cells

You can edit data in the leaf cells of a /e+sheet (ro$iding ou ha$e /rite access to those cells. %he %M1H /e+ client

does not identif which cells are writa+le so ou #ust ha$e so#e fa#iliarit with our data to successfull enter data

into the /e+sheet.

Using 5ata Spreading in a +ebs'eet

You can use data s(reading to enter or edit nu#eric data in a /e+sheet using a (redefined distri+ution #ethod called a

data s(read #ethod. ;or exa#(le ou can e$enl distri+ute a $alue across a range of cells or incre#ent all $alues in a

range of cells + a (ercentage.


You can a((l a hold to cells to (re$ent those cells fro# +eing affected + data s(reading. You can still edit held cells.

%he holds a((l onl to the user initiating the featureL other users can edit held cells.

)*cluding Consolidations from 5ata Spreading

You can hold the $alue of a consolidation constant while adusting the underling leaf $alues. ;or exa#(le ou #ight

want to hold a $alue constant while changing the $alues of the lea$es to (erfor# a what3if analsis.



f 438 26-09-20



1#..1. )diting 5ata in +ebs'eet CellsYou can edit data in the leaf cells of a /e+sheet (ro$iding ou ha$e /rite access to those cells. %he %M1H /e+ client does

not identif which cells are writa+le so ou #ust ha$e so#e fa#iliarit with our data to successfull enter data into the

/e+sheet.

/rocedure

Edit a $alue in a cell in one of the following two was.

,eplace t'e (alue 3 Single3clic- a $alue in a cell. %M1 /e+ dis(las the current $alue in the cell as highlighted

which indicates that the cell is in Edit #ode. You can then t(e directl o$er the existing $alue in the cell re(lacing itco#(letel.

)dit t'e (alue 3 ou+le3clic- a $alue in a cell. %M1 /e+ dis(las the current $alue in the cell with a +lin-ing cursor.

%his indicates that ou can selecti$el edit the existing $alue + using the left and right arrow -es on our -e+oard

to (osition the cursor within the $alue. You can also use the Bac-s(ace and elete -es to re#o$e single nu#+ers

fro# the $alue.

1.

)fter entering a new nu#+er (ress )nter or clic- on another cell.

%he new nu#+er dis(las in +old and italic which indicates there is a new $alue in this cell. You #ust su+#it the data

changes to the %M1 ser$er for the change ou #ade to (ersist.

Important If ou log out of %M1 /e+ without su+#itting the new $alue the change ou #ade will +e lost.

2.

&lic- ,e(ie 5ata C'anges .

%he Re$iew &ell 0alue &hanges dialog +ox o(ens.

!.

Ma-e additional changes as necessar..

o one of the following

&lic- Submit to sa$e the changes to the %M1 ser$er .

&lic- 5one to -ee( the changes in the /e+sheet $iew +ut not su+#it the# to the %M1 ser$er .

You can also clic- Submit 5ata C'anges on the /e+sheet tool+ar to su+#it our data changes without re$iewing

the#.

)fter su+#itting the changes the /e+sheet dis(las the u(dated $alues in a nor#al font indicating that ou sa$ed the

changes.

6.

/arent topic Editing ata in a /e+sheet


f 438 26-09-20



1#..3. )*cluding Cells from 5ata SpreadingYou can a((l a hold to cells to (re$ent those cells fro# +eing affected + data s(reading. You can still edit held cells. %he

holds a((l onl to the user initiating the featureL other users can edit held cells.

Apply a old to a Single Cell or ,ange

You can a((l a hold to a single cell or range of cells.

,elease a old on a Single Cell or ,ange

You can release a hold on a single cell or range of cells.



f 438 26-09-20



1#..3.1. Apply a old to a Single Cell or ,angeYou can a((l a hold to a single cell or range of cells.

/rocedure



&lic- olds old ea(es.

Each held cell dis(las a red triangle in the lower left corner as a $isual indication that ou a((lied a hold to that cell orrange. /hen ou log off %M1H /e+ releases all holds.

!.



f 438 26-09-20



1#..3.#. ,elease a old on a Single Cell or ,angeYou can release a hold on a single cell or range of cells.

/rocedure



&lic- olds ,elease eaf olds.

%he released cells can acce(t $alues fro# data s(reading o(erations.

4ote %o release all holds ou a((lied in a /e+sheet right3clic- an cell in the /e+sheet and clic- olds ,elease All

olds.

!.



f 438 26-09-20



1#..6. )*cluding Consolidations from 5ata SpreadingYou can hold the $alue of a consolidation constant while adusting the underling leaf $alues. ;or exa#(le ou #ight want to

hold a $alue constant while changing the $alues of the lea$es to (erfor# a what3if analsis.

/hen ou a((l a consolidation hold and change the $alue of its leaf ele#ents %M1H /e+ a((lies (ro(ortional s(reading to

the re#aining leaf $alues so that the consolidation $alue re#ains unchanged.

Apply a Consolidation old to a Single Cell or ,ange

You can a((l a consolidation hold to a single cell or range or cells.

,elease a Consolidation old on a Single Cell or ,ange

You can release a consolidation hold on a single cell or range of cells.



f 438 26-09-20



1#..6.#. ,elease a Consolidation old on a Single Cell or ,angeYou can release a consolidation hold on a single cell or range of cells.

/rocedure



&lic- olds ,elease Consolidate.

%he consolidated $alue now can reflect an changes ou #a-e to the underling leaf $alues.

4ote %o release all holds ou a((lied in a /e+sheet right3clic- an cell in the /e+sheet and clic- olds ,elease All

olds.

!.

/arent topic Excluding &onsolidations fro# ata S(reading


f 438 26-09-20



1#.B. C'anging +ebs'eet /roperties/e+sheet (ro(erties deter#ine how an Excel file dis(las and +eha$es when $iewed as a /e+sheet in %M1H /e+ . )ll users

can $iew /e+sheet (ro(erties +ut ou #ust ha$e /rite access to an Excel file within an a((lication to edit the /e+sheet

(ro(erties.

4ote You can onl #anage /e+sheet (ro(erties using Ser$er Ex(lorer 3 the user interface where ou add Excel files to %M1

a((lications. %he a+ilit to #anage /e+sheet (ro(erties is not a$aila+le directl in %M1 /e+ .

/rocedure

In the %ree (ane of Ser$er Ex(lorer locate the %M1 a((lication that contains the Excel file for the corres(onding

/e+sheet.

4ote You can access Ser$er Ex(lorer fro# IBMH &ognosH %M1 'ers(ecti$es or %M1 )rchitect .

1.

Right3clic- the Excel file and clic- /roperties.

%he %M1 /e+ 'ro(erties dialog +ox o(ens with two ta+s

General

is(la 'ro(erties

2.

If necessar clic- the General ta+ to change the general (ro(erties as descri+ed in the following ta+le.

&ption 5escription

%M1 )d#in *osts Shows the ad#in hostCsD to which our ser$er was registered when ou

generated an Excel slice. You can +e connected to one or #ore ad#in hosts and

s(ecif #ore than one ad#in host. eli#it each entr in the list with a

se#icolon CLD.

)llow /rite Bac- fro# /e+ )llows users to #odif %M1 data + entering $alues in the /e+sheet. isa+le

this o(tion to #a-e the /e+sheet read3onl.

'rint 'ro(erties Sets a li#it on the nu#+er of (ages users can (rint fro# this /e+sheet. %he

sste# default is 1@@. You can set this nu#+er to an $alue that is a((ro(riate

for this /e+sheet. ;or exa#(le to set the #axi#u# nu#+er of (ages users can(rint to 11@ in the /rint /roperties section enter 110 in the imit 4umber

of S'eets to +ox.

!.

&lic- the 5isplay /roperties ta+ to change the dis(la (ro(erties as descri+ed in the following ta+le.

&ption 5escription

is(la %itle Ele#ent Selectors Ena+le this o(tion to dis(la the Su+set Editor +uttons for title di#ensions in the

/e+sheet. /hen this o(tion is ena+led ou can use the is(la Selector o(tion

Cdescri+ed +elowD to selecti$el showhide the Su+set Editor +utton for

indi$idual title di#ensions.

&lear this o(tion to hide the Su+set Editor +uttons for all title di#ensions in the

/e+sheet.

%itle i#ensions %he %itle i#ensions grid lists all title di#ensions in the /e+sheet. %here are

three colu#ns in the grid

5imension 3 %he na#e of the title di#ension.

Address 3 %he cell address of the title di#ension in the /e+sheet.

5isplay Selector 3 /hen the is(la %itle Ele#ent Selectors o(tion Csee a+o$eD

is ena+led this o(tion lets ou selecti$el show or hide the Su+set Editor +utton

.


f 438 26-09-20



&ption 5escription

for a gi$en title di#ension in the /e+sheet.

%o show the Su+set Editor +utton for a title di#ension select the corres(ondingchec-+ox in the is(la Selector colu#n.

%o hide the Su+set Editor +utton for a title di#ension clear the corres(onding

chec-+ox in the is(la Selector colu#n.



f 438 26-09-20



1#.. ,ecogniJing In'erited )*cel Features in +ebs'eets) /e+sheet inherits the following Excel features

*ide colu#ns

&onditional for#atting

Su((orted h(erlin-s

;ree=e (anes

&ell (rotection C+ut not (assword (rotectionD

ide Columns

If ou hide colu#ns in our Excel wor-sheet those colu#ns are also hidden in the /e+sheet. %M1H /e+ calculates the

data cells whether or not the are $isi+le in the /e+sheet. If there are #an hidden cells that contain calculations our

/e+sheet (erfor#ance #a +e slower than ou #ight ex(ect.

Conditional Formatting

%M1 /e+ su((orts Excel conditional for#atting. %he following i#age shows a wor-sheet with conditional for#atting.

yperlin"sMicrosoft Excel su((orts #an t(es of h(erlin-s. %he following Excel h(erlin-s wor- in /e+sheets

FreeJe /anes

If ou free=e (anes in our Excel wor-sheet the /e+sheet inherits the fro=en (anes. /hen ou scroll $erticall or

hori=ontall in the /e+sheet the fro=en rows or colu#ns re#ain $isi+le.

Using Cell and /assord /rotection it' +ebs'eets

%M1 /e+sheets su((ort cell (rotection using the 'rotect Sheet feature in Microsoft Excel +ut do not su((ort (assword

(rotection. You can use ExcelJs 'rotect Sheet feature to (rotect our /e+sheet fro# data entr +ut do not enter a

(assword.



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1#..1. ide ColumnsIf ou hide colu#ns in our Excel wor-sheet those colu#ns are also hidden in the /e+sheet. %M1H /e+ calculates the data

cells whether or not the are $isi+le in the /e+sheet. If there are #an hidden cells that contain calculations our /e+sheet

(erfor#ance #a +e slower than ou #ight ex(ect.

/arent topic Recogni=ing Inherited Excel ;eatures in /e+sheets


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1#..#. Conditional Formatting%M1H /e+ su((orts Excel conditional for#atting. %he following i#age shows a wor-sheet with conditional for#atting.

/hen ou $iew this wor-sheet in %M1 /e+ the conditional for#atting dis(las in the /e+sheet as shown in the following

i#age



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1#..3. yperlin"sMicrosoft Excel su((orts #an t(es of h(erlin-s. %he following Excel h(erlin-s wor- in /e+sheets

)nother cell in the current wor-+oo-

7a#ed range defined in the current wor-+oo-

Boo-#ar- in the current wor-+oo-

,R" to an ;%' or we+ site

)nother Excel wor-+oo-. %he target wor-+oo- can either +e a file on our networ- or a file u(loaded to the %M1H ser$er.

If the target wor-+oo- is a file on our networ- the h(erlin- #ust contain the full networ- (ath to the target file using the

,ni$ersal 7a#ing &on$ention C,7&D for#at

\\ComputerName\SharedFolder\FileName

;or exa#(le

\\sytem123\MyReports\hyperlink_target.xls

If the h(erlin- (oints to a file u(loaded to the %M1 ser$er the lin- #ust use the %M1 assigned na#e for the u(loaded file.

;or #ore details see the IBMH &ognosH %M1 Developer Guide.



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1#..6. FreeJe /anesIf ou free=e (anes in our Excel wor-sheet the /e+sheet inherits the fro=en (anes. /hen ou scroll $erticall or

hori=ontall in the /e+sheet the fro=en rows or colu#ns re#ain $isi+le.

If ou scroll $erticall in this wor-sheet the rows in the fro=en (ane re#ain in (lace while the lower (ortion of the wor-shee

scrolls.

Using ClearType to )n'ance 5isplay and ,endering of +ebs'eets

%o enhance the dis(la of /e+sheets es(eciall ones that include a co#+ination of fro=en and unfro=en (anes with

wra((ed text within cells chec- with our ad#inistrator a+out installing the Microsoft &lear%(e %uner. %his tool hel(s

%M1H /e+ #aintain the sa#e row height +etween fro=en and unfro=en (anes in /e+sheets.

String measurement for ide columns in TM1 +eb

StringMeasure#ent is a we+.config (ara#eter that deter#ines the wa the contents of a we+sheet cell are adusted to fit

in colu#ns. /hen a colu#nJs width results in a cell that is s#aller than its contents can dis(la the content is adusted

to that cell +ased on this setting and the t(e of cell. ) new #ethod of calculating when to truncate cells was introducedin $ersion ?.6.1 to wor- +etter with Microsoft Internet Ex(lorer. If ou ha$e #ade edits to our we+sheet colu#n widths

ou #a decide to set this (ara#eter +ac- to the ?.6.1 setting to (reser$e our (re3?.6.1 widths.



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1#..6.1. Using ClearType to )n'ance 5isplay and ,endering of +ebs'eets%o enhance the dis(la of /e+sheets es(eciall ones that include a co#+ination of fro=en and unfro=en (anes with wra((ed

text within cells chec- with our ad#inistrator a+out installing the Microsoft &lear%(e %uner. %his tool hel(s %M1H /e+

#aintain the sa#e row height +etween fro=en and unfro=en (anes in /e+sheets.

;or details see the section a+out ad#inistering %M1 /e+ in the IBMH &ognosH %M1 Operation Guide.

/arent topic ;ree=e 'anes


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1#..6.#. String measurement for ide columns in TM1N +ebStringMeasure#ent is a we+.config (ara#eter that deter#ines the wa the contents of a we+sheet cell are adusted to fit in

colu#ns. /hen a colu#nJs width results in a cell that is s#aller than its contents can dis(la the content is adusted to that

cell +ased on this setting and the t(e of cell. ) new #ethod of calculating when to truncate cells was introduced in $ersion

?.6.1 to wor- +etter with Microsoft Internet Ex(lorer. If ou ha$e #ade edits to our we+sheet colu#n widths ou #a

decide to set this (ara#eter +ac- to the ?.6.1 setting to (reser$e our (re3?.6.1 widths.

In all settings when the content is adusted digits are re(laced with the JJ characters such that the nu#+er would not +e

#ista-enl read as a different nu#+er.

If a dis(ro(ortionatel s#all a#ount of content is shown in our we+sheet cells for the gi$en s(ace a$aila+le ou will want to

use the legac calculation + setting StringMeasure#ent@ in the we+.config file.

If too #uch content is shown in our we+sheet for the s(ace a$aila+le (ossi+l causing #isalign#ent use the 1 through !

settings de(ending on the t(e of cell.

StringMeasurement ,esult

@ eter#ines where to truncates string and nu#+er t(e cell content as it did in (re3 ?.6.1.

1 String cell #easure#ent uses the newer calculation.

2 7u#+er cell #easure#ent use the newer calculation.

! Both nu#+er and string content use the newer calculation.

/arent topic ;ree=e 'anes


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1#... Using Cell and /assord /rotection it' +ebs'eets%M1H /e+sheets su((ort cell (rotection using the 'rotect Sheet feature in Microsoft Excel +ut do not su((ort (assword

(rotection. You can use ExcelJs 'rotect Sheet feature to (rotect our /e+sheet fro# data entr +ut do not enter a (assword.

Since a /e+sheet is a /e+ +rowser $ersion of an Excel wor-+oo- the integrit and laout of the wor-+oo- cannot +e

changed when the /e+sheet is accessed $ia a /e+ +rowser in %M1 /e+. %his t(e of access #eans that (assword (rotection

is not t(icall needed in a /e+sheet.



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4ote B default ex(orting a slice or sna(shot re(ort to Excel dis(las the re(ort in a we+ +rowser window. ;or details

on configuring our co#(uter to o(en re(orts into the full stand3alone $ersion of Excel see the Microsoft su((ort we+

site.

)dditionall if ou want to use %M1 functionalit with a slice that ou ex(ort to Excel ou #ust o(en the slice in the

stand3alone $ersion of Excel and ha$e a local $ersion of IBMH &ognosH %M1 'ers(ecti$es installed on our co#(uter.

4ote If ou are ex(eriencing (ro+le#s ex(orting Excel or '; files fro# %M1 /e+ and %M1 /e+ running on a /)7

C/ide )rea 7etwor-D ser$er ou #a need to re3configure the securit settings in Internet Ex(lorer. ;or details see the

IBM &ognos %M1 Operation Guide.

+ebs'eet )*port imitations/hen Microsoft Excel is not (resent on the %M1 /e+ ser$er the following li#itations a((l to ex(orting a /e+sheet.



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1#.D.1. +ebs'eet )*port imitations/hen Microsoft Excel is not (resent on the %M1H /e+ ser$er the following li#itations a((l to ex(orting a /e+sheet.

Slice to )*cel<Snaps'ot to )*cel

)*port to /5F

/arent topic Generating a Re(ort fro# a /e+sheet


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1#.D.1.1. Slice to )*cel<Snaps'ot to )*cel

O"E controls (resent in the /e+sheet are con$erted to i#ages

"aout #a +e inconsistent +etween the /e+sheet and the resulting Excel wor-sheetwor-+oo-.

*eaders and footerJs in the /or-sheet are not ex(orted

;or# control states are not u(dateddis(laed in the resulting wor-sheet

/arent topic /e+sheet Ex(ort "i#itations


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1#.D.1.#. )*port to /5F

I#ages (resent in the /e+sheet are not ex(orted

&harts (resent in the /e+sheet are ex(orted to a se(arate (age in the resulting '; file

O"E and for# controls are not ex(orted

*eaders and footerJs are not ex(orted

/arent topic /e+sheet Ex(ort "i#itations


f 438 26-09-20



13. +or"ing in t'e TM1 +eb Cube 7ieer%his section descri+es wor-ing with a cu+e in %M1H /e+ .

&pening a Cube 7ie in TM1 +eb

;ollow these ste(s to o(en a cu+e $iew in %M1 /e+ .

Using t'e TM1 +eb Cube 7ieer Toolbar

%he %M1 /e+ &u+e 0iewer tool+ar +uttons (ro$ide shortcuts to co##onl used co##ands.

4a(igating /ages

You can #o$e fro# one (art of a large cu+e $iew to another + na$igating the (ages.

,e(ieing 5ata C'anges

You can re$iew the changes ou #a-e to data in the &u+e 0iewer and #a-e further changes to the data in those cells.

Sa(ing 5ata in a Cube 7ie

You can sa$e data changes fro# %M1 /e+ to the ser$er.

Configuring a Cube 7ie

You can re3configure the &u+e 0iewer in $arious was to arri$e at a $iew that satisfies our re(orting or analsis needs.

)diting 5ata in a Cube 7ie

You can edit data in the %M1 /e+ &u+e 0iewer.

Creating a 4e Cube 7ie

If the $iews for a cu+e do not satisf our analsis require#ents ou can create a new $iew + using the 0iew Builder/i=ard. %he wi=ard ta-es ou through the following ste(s to create a new $iew

Generating a ,eport from a Cube 7ie

You can generate J+riefing +oo-J 3 stle re(orts in two was


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13.1. &pening a Cube 7ie in TM1 +eb;ollow these ste(s to o(en a cu+e $iew in %M1H /e+ .

/rocedure

"og in to %M1 /e+ .1.

O(en the 0iews node in the left 7a$igation (ane.

)ll cu+es to which ou ha$e access a((ear in al(ha+etical order.

2.

&lic- the )*pand icon next to an cu+e to dis(la the $iews a$aila+le through %M1 /e+ .!.

&lic- a $iew in the list.

%he $iew o(ens in the &ontent (ane on the right. %he &u+e 0iewer tool+ar dis(las directl a+o$e the $iew.

4ote If ou dou+le3clic- a cu+e in the list to o(en a cu+e $iew %M1 /e+ does not o(en the cu+e.

.

&lic- another $iew in the 7a$igation (ane.

%he $iew o(ens in the &ontent (ane and two 0iew ta+s a((ear a+o$e the &u+e 0iewer tool+ar. Each 0iew ta+ contains

the na#e of an o(en $iew. %he current $iew ta+ dis(las a +order indicating that the $iew is $isi+le in the content (ane.

%he following exa#(le shows two $iew ta+s 'rice and Region. In this exa#(le the Region ta+ dis(las with a +order

indicating that the Region $iew is dis(laed in the &ontent (ane.

Each ti#e ou o(en a $iew fro# the 7a$igation (ane %M1 /e+ dis(las a corres(onding 0iew ta+ a+o$e the &u+e 0iewer

tool+ar. /hen ou o(en #ulti(le $iews the 0iew ta+s are organi=ed hori=ontall along a single row with a set of arrow

+uttons that scroll left and right through the o(en ta+s.

%he following exa#(le shows #ulti(le $iew ta+s with sales1qtr as the current $iew ta+.

6.


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,se the 0iew ta+s to dis(la and close $iews

&lic- an 7ie ta+ to dis(la the corres(onding $iew in the &ontent (ane.

&lic- Close on a 0iew ta+ to close the corres(onding $iew.

&lic- the Scroll eft and Scroll ,ig't arrows in the 0iew ta+ scroll+ar to na$igate through the o(en 0iew ta+s.

8.

/arent topic /or-ing in the %M1 /e+ &u+e 0iewer


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13.#. Using t'e TM1 +eb Cube 7ieer Toolbar%he %M1H /e+ &u+e 0iewer tool+ar +uttons (ro$ide shortcuts to co##onl used co##ands.

%he following ta+le descri+es each +utton in the tool+ar.

Icon $utton 4ame 5escription

Sa$e 0iew Sa$es the current $iew to the %M1 ser$er .

Sa$e )s Sa$es the current cu+e $iew with a new na#e.

Reload 0iew Refreshes the &u+e 0iewer data. You can sa$e or discard an changes ou #a-e to

the data.

Ex(ort Ex(orts &u+e 0iewer data in the following for#ats

Slice to )*cel 3 Ex(orts &u+e 0iewer data and %M1 for#ulas CS,B7M and BR/

functionsD to a new Excel s(readsheet. %he s(readsheet #aintains a connection with

the %M1 ser$er.

Snaps'ot to )*cel 3 Ex(orts onl &u+e 0iewer data to a new Excel s(readsheetexcluding the %M1 ser$er for#ulas CS,B7M and BR/ functionsD. %he s(readsheet

does not #aintain a connection with the %M1 ser$er.

)*port to /5F 3 Ex(orts the &u+e 0iewer data to a '; file. You #ust install a

'ostScri(t (rinter during the %M1 /e+ installation for the Ex(ort to '; o(tion to

wor-. ;or details see the Installation Guide.

;or details on generating re(orts fro# a %M1 /e+ &u+e 0iewer see Generating a

Re(ort fro# a &u+e 0iew.

Su+#it ata

&hanges

Sends the changes ou #a-e to data in the &u+e 0iewer to the %M1 ser$er.

Re$iew ata

&hanges

"ists the #odifications ou #a-e to &u+e 0iewer data and allows ou to #a-e further

#odifications to the data in those cells. ;or details see Re$iewing ata &hanges.

Recalculate ,(dates the &u+e 0iewer configuration and recalculates data in the $iew. If ou ha$e

edited an cells all edits are auto#aticall su+#itted to the %M1 ser$er.

)uto &alculation /ith the )uto &alculation o(tion turned off %M1 /e+ does not auto#aticall

recalculate the &u+e 0iewer when the $iew configuration changes.

;or exa#(le if ou edit a row su+set or #o$e a di#ension fro# the titles to the

colu#ns these changes are not i##ediatel dis(laed in the &u+e 0iewerL ou #ust

clic- the Recalculate +utton to see our changes.

/ith the )uto &alculation o(tion turned on %M1 /e+ auto#aticall recalculates the&u+e 0iewer when the $iew configuration changes.

Su((ress <eros %here are three Su((ress <eros o(tions

Su((resses =eros in rows and colu#ns

Su((resses =eros in rows

Su((resses =eros in colu#ns


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Icon $utton 4ame 5escription

0iew &hart is(las the &u+e 0iewer data in a chart for#at.

0iew &hart and

Grid

is(las the &u+e 0iewer data in +oth grid and chart for#ats.

0iew Grid is(las the &u+e 0iewer data in a grid for#at.

&hart 'ro(erties is(las the &hart 'ro(erties #enu o(tions

&hart %(e

&olor 'alette

%oggle &hart "egend

%oggle ! 0iew

&hart 'ro(erties

&lose 0iew &loses the &u+e 0iewer.



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13.3. 4a(igating /agesYou can #o$e fro# one (art of a large cu+e $iew to another + na$igating the (ages.

) 'aging tool+ar is (ro$ided with na$igation +uttons and a 'age indicator located in the lower3right corner. In the following

cu+e $iew the $isi+le (ortion of the grid is the first of se$en (ages.

%he following ta+le contains the 'aging tool+ar +uttons and indicator with their descri(tions.

$utton or Indicator 4ame 5escription

is(la 'ages is(las the %M1 0iew 'age "aout dialog +ox with a laout of all

(ages. &lic- a (age and clic- Goto /age to na$igate to a s(ecific

(age. ;or exa#(le clic- /age 6 and clic- Goto /age to na$igate

to (age .

're$ious 'age CRowsD Shows the (re$ious (age of rows.

7ext 'age CRowsD Show the next (age of rows.

7ext 'age C&olu#nsD Shows the next (age of colu#ns.

're$ious 'age C&olu#nsD Shows the (re$ious (age of colu#ns.

'age Indicator is(las the current (age and the total nu#+er of (ages of cells in

the $iew.



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13.6. ,e(ieing 5ata C'angesYou can re$iew the changes ou #a-e to data in the &u+e 0iewer and #a-e further changes to the data in those cells.

If ou are wor-ing in a sand+ox data changes dis(la in a different color until the changes are co##itted.

/rocedure

&lic- ,e(ie 5ata C'anges .

%he Re$iew &ell 0alue &hanges dialog +ox o(ens showing all cell $alues that ou ha$e edited.

1.

o an of the following

%(e new $alues in the 4e 7alue colu#n.

&lic- Undo to undo an indi$idual edit.

%M1H /e+ re$erts the new $alue to the old $alue. ;or exa#(le if ou clic- ,ndo for cell R2&1 that contains a $alue

of .66 %M1 /e+ changes the $alue in the 7ew 0alue cell to .6 which is the old $alue.

If ou clic- Undo ou can clic- ,edo to cancel the undo o(eration.

;or exa#(le if ou clic- Redo for cell R2&1 that contains a $alue of .6 %M1 /e+ re$erts to the original new $alue

of .66.

2.

/hen ou finish re$iewing the data changes do one of the following

&lic- Submit to recalculate the &u+e 0iewer data and send the changes to the ser$er.

&lic- 5one to u(date the &u+e 0iewer data. %M1 /e+ does not send the new $alues to the ser$er.

&lic- Cancel to discard an changes ou #ade to the cell $alues and return to the &u+e 0iewer.

!.



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13.. Sa(ing 5ata in a Cube 7ieYou can sa$e data changes fro# %M1H /e+ to the ser$er.

/rocedure

&lic- Sa(e 7ie or ,ecalculate to sa$e the changes to the data.

If ou clic- Sa(e 7ie %M1 /e+ dis(las a #essage as-ing if ou want to sa$e the changes to the &u+e 0iewer data.

1.

&lic- one of the following

%es 3 Su+#its the data changeCsD to the ser$er recalculates the $iew and returns to the &u+e 0iewer. If ou ha$e

changed the $iew configuration the configuration is sa$ed as well.

4o 3 iscards the data changes and returns to the &u+e 0iewer.

Cancel 3 Returns to the &u+e 0iewer. %he data changes re#ain $isi+le in the &u+e 0iewer.

2.

&lic- Submit 5ata C'anges to sa$e the changes.!.



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13.B. Configuring a Cube 7ieYou can re3configure the &u+e 0iewer in $arious was to arri$e at a $iew that satisfies our re(orting or analsis needs.

Ex(and and colla(se consolidations

'i$ot di#ensions

*ide di#ensions

;ilter $iew data

Edit su+sets

rill through to associated data

)*panding and Collapsing Consolidations

You can clic- the control next to an ele#ent na#e to ex(and or colla(se a consolidation in the &u+e 0iewer.

/i(oting 5imensions

You can (i$ot the di#ensions in our &u+e 0iewer to change the (resentation of cu+e data. %o (i$ot di#ensions use the

drag3and3dro( o(eration.

iding 5imensions%o sa$e $alua+le screen s(ace use the *idden ta+ to hide di#ensions fro# the colu#n row and title (ositions in the

&u+e 0iewer.

Filtering a Cube 7ie

You can filter data in a cu+e $iew that contains a single row di#ension and one or #ore colu#n di#ensions.

Selecting )lements from a Subset

You can select one or #ore ele#ents fro# a su+set and $iew the ele#ents along with associated data in the &u+e

0iewer.

5rilling from a Cube 7ie

In 'ers(ecti$es and )rchitect ou can set u( drill (rocesses and drill assign#ents to access related infor#ation in our

cu+e $iews.



f 438 26-09-20



13.B.1. )*panding and Collapsing ConsolidationsYou can clic- the control next to an ele#ent na#e to ex(and or colla(se a consolidation in the &u+e 0iewer.

)*pand 3 ) (lus sign next to an ele#ent na#e identifies the ele#ent as a consolidation. %o drill down on consolidations in

a di#ension and $iew the underling detail clic- the (lus sign. %he (lus sign changes to a #inus sign.

Collapse 3 ) #inus sign next to an ele#ent na#e indicates an ex(anded consolidation. %o roll u( the leaf ele#ents in adi#ension clic- the #inus sign. %he #inus sign changes to a (lus sign.

/arent topic &onfiguring a &u+e 0iew


f 438 26-09-20



13.B.#. /i(oting 5imensionsYou can (i$ot the di#ensions in our &u+e 0iewer to change the (resentation of cu+e data. %o (i$ot di#ensions use the


rag a di#ension to the colu#n (osition.

rag a di#ension to the row (osition.

rag a di#ension to the title (osition.

You can also drag a di#ension to the hidden (osition as descri+ed in *iding i#ensions.

/hen ou drag a di#ension to a new (osition three (ossi+le o(tions are a$aila+le when ou dro( the di#ension. %he o(tions

$ar + the (osition of our cursor. %he following exa#(les use di#ensions na#ed i#ension1 and i#ension2.

/hen ou drag i#ension1 and (osition our cursor in the center of i#ension2 dro((ing the di#ension will swa( the

(ositions of the two di#ensions.

/hen ou drag i#ension1 and (osition our cursor on the left side of i#ension2 i#ension1 is dro((ed i##ediatel

to the left of i#ension2.

/hen ou drag i#ension1 and (osition our cursor on the right side of i#ension2 i#ension1 is dro((ed i##ediatel

to the right of i#ension2.

If ou drag a di#ension and dro( it i##ediatel to the left or right of an existing colu#n or row di#ension ou can see

#ore detail along the colu#ns or rows of a $iew. ;or instance ou could drag the (lanUti#e di#ension to +efore the

(lanUde(art#ent di#ension in the colu#ns of a $iew to see the detail for ti#e and de(art#ents in the colu#ns.



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13.B.3. iding 5imensions%o sa$e $alua+le screen s(ace use the *idden ta+ to hide di#ensions fro# the colu#n row and title (ositions in the &u+e

0iewer.

*idden di#ensions still a((l to the data dis(laed in the $iew +ut do not occu( screen s(ace.

%he *idden ta+ is dis(laed at the +otto# of the &u+e 0iewer in either a closed or o(ened #ode.

You can use drag3and3dro( o(erations to #o$e di#ensions fro# the current $iew to the *idden ta+.

)fter a di#ension is #o$ed to the *idden ta+ it is onl $isi+le when the *idden ta+ is o(ened as shown in following figure.

You can (erfor# the following tas-s with the *idden ta+

&pen and close t'e idden tab 3 &lic- the idden ta+ to o(en the ta+ and dis(la the di#ensions that are currentl

hidden. &lic- the idden ta+ again to close the ta+.

Mo(e dimensions to and from t'e idden tab 3 ,se a drag3and3dro( o(eration to #o$e di#ensions to or fro# the

*idden ta+.

/hen dragging a di#ension to the *idden ta+ the ta+ can +e either o(ened or closed.

%o drag a di#ension fro# the *idden ta+ +ac- into the $iew the ta+ #ust first +e o(ened. /hen #o$ing di#ensionsfro# the *idden ta+ ou can swa( a hidden di#ension with the (osition of a dis(laed di#ension or dro( the hidden

di#ension to the left or right of a dis(laed di#ension.

4ote If the *idden ta+ is o(en when ou drag a di#ension to or fro# it the ta+ closes auto#aticall after ou finish the


)dit a 'idden dimension 3 You can use the Su+set Editor with a hidden di#ension to select a new di#ension ele#ent

or define a new di#ension su+set.

&lic- the &pen Subset )ditor +utton next to a di#ension na#e in the *idden ta+ to o(en the Su+set Editor. )fter

editing a hidden di#ension with the Su+set Editor the di#ension re#ains hidden and the changes are a((lied to the

current $iew. ;or details on the Su+set Editor see ;iltering a &u+e 0iew.



f 438 26-09-20



13.B.6. Filtering a Cube 7ieYou can filter data in a cu+e $iew that contains a single row di#ension and one or #ore colu#n di#ensions.

/hen ou ha$e two or #ore di#ensions along the colu#ns ou can filter onl fro# the inner#ost di#ension that is the

di#ension closest to the $iew grid.

/rocedure

&lic- the colu#n ele#ent that contains the $alues that ou want to filter.1.

Select a filter.

/re!defined filter 3 %o( 1@ Botto# 1@ %o( 1@ 'ercent Botto# 1@ 'ercent. %he filter is i##ediatel a((lied to the

$iew.

Ad(anced 3 You can define a custo# filter + setting filter (ara#eters in the ;ilter dialog +ox as descri+ed in the

following ste(s.

2.

Select a Filter t(e.

Filter Type 5escription

%o(&ount ;ilters the $iew to dis(la onl the largest n ele#ents where n is a nu#+er


Botto#&ount ;ilters the $iew to dis(la onl the s#allest n ele#ents where n is a nu#+er


%o(Su# ;ilters the $iew to dis(la onl the largest ele#ents whose su# is greater than or


Botto#Su# ;ilters the $iew to dis(la onl the s#allest ele#ents whose su# is greater than or


%o('ercent ;ilters the $iew to dis(la onl the largest ele#ents whose su# is greater than or

equal to n where n is a (ercentage of the di#ension total s(ecified in the 0alueo(tion.

Botto#'ercent ;ilters the $iew to dis(la onl the s#allest ele#ents whose su# is greater than or


o(tion.

!.

Enter a nu#eric $alue in the 7alue +ox..

Select a Sort order to dis(la the di#ension ele#ents in the &u+e 0iewer in ascending or descending order.6.

&lic- &2.8.

,esults

) s#all funnel icon dis(las next to the colu#n ele#ent for which ou created a filter.

4ote %o re#o$e a filter clic- the colu#n ele#ent for which ou created the filter and clic- ,emo(e Filter.



f 438 26-09-20



13.B.. Selecting )lements from a SubsetYou can select one or #ore ele#ents fro# a su+set and $iew the ele#ents along with associated data in the &u+e 0iewer.

/rocedure

&lic- the &pen Subset )ditor +utton next to an su+set.

%he Su+set Editor window o(ens in our +rowser.

1.

Select the ele#entCsD ou want to see in the &u+e 0iewer.2.

&lic- &2.!.



f 438 26-09-20



13.B.B. 5rilling from a Cube 7ieIn 'ers(ecti$es and )rchitect ou can set u( drill (rocesses and drill assign#ents to access related infor#ation in our cu+e

$iews.

Once these drill (rocesses and rules are in (lace the are a$aila+le in %M1H /e+ . You can use these drill (rocesses and

rules to drill to another cu+e $iew or to a relational data+ase.

/rocedure

%o drill to another cu+e $iew right3clic- a cell and clic- 5rill.

%he target cu+e $iew containing infor#ation related to the cell o(ens.

1.

%o drill through fro# one cu+e $iew to another right3clic- a cell and clic- 5rill.

%he target &u+e 0iewer o(ens on a new ta+.

2.



f 438 26-09-20



13.. )diting 5ata in a Cube 7ieYou can edit data in the %M1H /e+ &u+e 0iewer.

Enter and edit $alues directl in the leaf cells of a cu+e $iew

,se data s(reading to distri+ute nu#eric $alues in a cu+e $iew

)diting 5ata in Cube 7ie Cells

You can edit data in leaf cells (ro$iding ou ha$e /rite access to those cells.

Using 5ata SpreadingYou can use data s(reading to enter or edit nu#eric data using a (redefined distri+ution #ethod called a data s(read#ethod.

@uic" 5ata )ntry Commands

%(ing a data entr co##and in a cell (erfor#s an action on the cell $alue.

)ntering 5ata into Consolidated Cells on t'e +eb Cube 7ieer

/hen ou enter a nu#+er into a consolidated cell in the we+ &u+e 0iewer the $alue is (ro(ortionall s(read across the

consolidation.


You can a((l a hold to cells to (re$ent those cells fro# +eing affected + data s(reading. You can still edit held cells.

)*cluding Consolidations from 5ata Spreading

You can hold the $alue of a consolidation constant while adusting the underling leaf $alues. ;or exa#(le when

(erfor#ing a what3if analsis ou #ight want to hold a $alue constant while changing the $alues of the lea$es.



f 438 26-09-20



13..#. Using 5ata SpreadingYou can use data s(reading to enter or edit nu#eric data using a (redefined distri+ution #ethod called a data s(read

#ethod.

;or exa#(le ou can e$enl distri+ute a $alue across a range of cells or incre#ent all $alues in a range of cells + a

(ercentage. ;or details on data s(read #ethods see N,sing ata S(readingN in the IBMH &ognosH %M1H *ser Guide.

/rocedure

%o s(read data right3clic- a cell and clic- 5ata Spread.1.

;ro# the S(reading #enu select an data s(read #ethod.

4ote %M1 /e+ sa$es the s(read $alues to the ser$er. You do not need to su+#it the data after %M1 /e+ co#(letes the

s(read.

2.

/arent topic Editing ata in a &u+e 0iew


f 438 26-09-20



13..3. @uic" 5ata )ntry Commands%(ing a data entr co##and in a cell (erfor#s an action on the cell $alue.

ata entr co##ands are (rocessed when ou (ress Enter. %hese co##ands onl a((l to the current grid.

%hese co##ands are not case3sensiti$e.

You can use co##ands across two di#ensions +ut not across (ages.

%he following ta+le lists the quic- data entr co##ands.

Command 5escription Action

F Enters the $alue in thousands. Exa#(le 6F

Enters 6@@@

M Enters the $alue in #illions. Exa#(le 1@M

Enters 1@@@@@@@

)dd )dds a nu#+er to the cell $alue. Exa#(le )dd6@

)dds 6@ fro# the cell $alue

Su+tract Su+ [ Su+tracts a nu#+er fro# the cell $alue.

Important ) #inus sign C3D is not (er#itted for

su+tract +ecause this indicates a negati$e nu#+er.

Exa#(le su+:

Su+tracts : fro# the cell $alue

'ercent (er Multi(lies the cell $alue + a nu#+er added as a

(ercentage.

Exa#(le (er6

Gi$es 6> of the original cell $alue

Increase Inc Increases the cell $alue + a nu#+er added as a

(ercentage.

ecrease ec ecreases the cell $alue + a nu#+er added as a

(ercentage.

Exa#(le decrease8

ecreases the cell $alue + 8>

GR Grows cells + a (ercentage. Exa#(le GRV16@1@

Increases the $alue + 1@ (ercent starting

with a $alue of 16@.

*old *ol * *& *olds the cell $alue fro# +rea-+ac- calculations.

*& holds the consolidated le$el.

Release Rel R* R& Releases held cells.

R) Release all held cells.

Using S'ortcuts in 5ifferent Clients

%here are shortcut -es a$aila+le in the IBMH &ognosH %M1 )((lication /e+ client.



f 438 26-09-20



Cognos Application +eb Cognos TM1

1@G1@@"V GRV1@1@@

1@Grow1@@V GRV1@1@@

1F 1@@@ C%he nu#+er ending in F is #ulti(lied + 1@@@ at the client end

and returned to the ser$erD

1M 1@@@@@@ C%he nu#+er ending in M is #ulti(lied + 1@@@@@@ at the

client end and returned to the ser$erD

/hen a shortcut such as 10K is entered the nu#+ers are #ulti(lied + 1@@@ or 1@@@@@@ at the client end and then the

shortcut is con$erted to the equi$alent s(readcode.

%he &ognos %M1 s(readcodes cannot +e used in co#+ination with &ognos Business Intelligence 'lanning &ontri+utor

shortcuts. ;or exa#(le. P%Add10 or RPAdd10 are not allowed. )lso &ognos 'lanning &ontri+utor shortcuts cannot +e used

in co#+ination with &ognos %M1 shortcuts. ;or exa#(le Add10Sub20 is an in$alid entr.

%he &ognos Business Intelligence 'lanning &ontri+utor shortcuts of Multi(l i$ide 'ower and Reset are not a$aila+le in

%M1 .

)ll Grow co##ands whether &o#(ound or "inear are con$erted to the &ognos %M1 GR s(readcode co##and. GR

co##and can onl do a "inear Growth

%he direction of s(read can +e entered at the start or the end of the shortcut. Shortcut strings with the direction in the

#iddle are in$alid. ;or exa#(le Add10> or >Add10 are correct +ut Add>10 or Add1>0 are in$alid.

)ll shortcut codes are not case sensiti$e. ;or exa#(le add10 Add10 or aDD10 (roduce the sa#e result.

/arent topic 5uic- ata Entr &o##ands


f 438 26-09-20



13..6. )ntering 5ata into Consolidated Cells on t'e +eb Cube 7ieer/hen ou enter a nu#+er into a consolidated cell in the we+ &u+e 0iewer the $alue is (ro(ortionall s(read across the

consolidation.

;or exa#(le if ou enter 0 into a consolidated cell in the we+ &u+e 0iewer the $alue is s(read across the consolidation as

if ou had entered the s(reading code of 6@(. %his +eha$ior occurs onl in the we+ &u+e 0iewer. In the )rchitectSer$er

Ex(lorer &u+e 0iewer and in slices fro# 'ers(ecti$es and in /e+sheets ou #ust enter the s(reading code to get the $alueto s(read (ro(ortionall across the consolidated cells.



f 438 26-09-20



13... )*cluding Cells from 5ata SpreadingYou can a((l a hold to cells to (re$ent those cells fro# +eing affected + data s(reading. You can still edit held cells.

%he holds a((l onl to the user initiating the featureL other users can edit held cells.

Apply a 'old to a single cell or range

You can a((l a hold to a single cell or range.

,elease a 'old on a single cell or range

You can release a hold on a single cell or range.



f 438 26-09-20



13...1. Apply a 'old to a single cell or rangeYou can a((l a hold to a single cell or range.

/rocedure



&lic- olds old ea(es.!.

,esults

Each held cell dis(las a red triangle in the lower3left corner as a $isual indication that ou a((lied a hold to that cell or

range. /hen ou log off all holds are released.



f 438 26-09-20



13...#. ,elease a 'old on a single cell or rangeYou can release a hold on a single cell or range.

/rocedure



&lic- olds ,elease eaf olds.!.

,esults

%he released cells can acce(t $alues fro# data s(reading o(erations.

4ote %o release all holds that ou a((lied to all cu+es right3clic- an cell in an cu+e clic- olds ,elease All olds.



f 438 26-09-20



13..B. )*cluding Consolidations from 5ata SpreadingYou can hold the $alue of a consolidation constant while adusting the underling leaf $alues. ;or exa#(le when (erfor#ing

a what3if analsis ou #ight want to hold a $alue constant while changing the $alues of the lea$es.

/hen ou a((l a consolidation hold and change the $alue of its leaf ele#ents (ro(ortional s(reading is a((lied to the

re#aining leaf $alues so that the consolidation $alue re#ains unchanged.

Apply a consolidation 'old to a single cell or range

You can a((l a consolidation hold to a single cell or range.

,elease a consolidation 'old on a single cell or range

You can release a consolidation hold on a single cell or range.



f 438 26-09-20



13..B.1. Apply a consolidation 'old to a single cell or rangeYou can a((l a consolidation hold to a single cell or range.

/rocedure



&lic- olds old Consolidate.!.

,esults

Each held consolidation dis(las a red triangle in the lower3left corner of a cell as a $isual indication that ou a((lied a hold

to that cell or range. /hen ou log off all holds are released.



f 438 26-09-20



13..B.#. ,elease a consolidation 'old on a single cell or rangeYou can release a consolidation hold on a single cell or range.

/rocedure



&lic- olds ,elease Consolidate.!.

,esults

%he consolidated $alue can now reflect an changes that ou #a-e to the underling leaf $alues.

4ote %o release all holds that ou a((lied to all cu+es right3clic- an cell in an cu+e clic- olds ,elease All olds.



f 438 26-09-20



13.D. Creating a 4e Cube 7ieIf the $iews for a cu+e do not satisf our analsis require#ents ou can create a new $iew + using the 0iew Builder

/i=ard. %he wi=ard ta-es ou through the following ste(s to create a new $iew

efine the location of di#ensions in the $iew

Select the ele#ents to +e used in the $iew

Sa$e the $iew as a (ri$ate $iew on the ser$er to which ou are connected

/rocedure

&lic- 4e 7ie +eneath the cu+e fro# which ou want to +uild a $iew.

%M1H /e+ dis(las the 0iew Builder /i=ard with our default $iew in the &ontent (ane. %M1 /e+ deter#ines the default

$iew as follows

If ou ha$e a (ri$ate na#ed default $iew of the cu+e %M1 /e+ dis(las it in the 0iew Builder.

If ou do not ha$e a (ri$ate na#ed default $iew of the cu+e +ut a (u+lic na#ed default $iew exists %M1 /e+

dis(las the (u+lic $iew in the 0iew Builder.

If ou ha$e neither a (ri$ate na#ed default $iew nor a (u+lic na#ed default $iew of the cu+e %M1 /e+ dis(las the

sste# default $iew in the 0iew Builder. In the sste# default $iew the last di#ension in the cu+e definition is the

colu#n di#ension the next3to3last di#ension in the cu+e definition is the row di#ension and all other di#ensions

are title di#ensions.

1.

Set the location of di#ensions in the new $iew. %here are four (ossi+le di#ension locations in a $iew

Titles 3 &lic- the +utton at the intersection of the di#ension na#e and the %itles colu#n in the di#ension location

(anel.

,os 3 &lic- the +utton at the intersection of the di#ension na#e and the Rows colu#n.Columns 3 &lic- the +utton at the intersection of the di#ension na#e and the &olu#ns colu#n.

ide 3 &lic- the +utton at the intersection of the di#ension na#e and the *ide colu#n.

2.


f 438 26-09-20



)s ou set di#ension locations %M1 /e+ inserts the di#ensions in the a((ro(riate location in the 0iew e(iction section

of the 0iew Builder.

4ote You can (lace #ulti(le di#ensions in an single location in the $iew. /hen ou (lace #ulti(le di#ensions in a

location %M1 /e+ (laces the di#ensions in the order ou select the#.

%he following exa#(le shows two row di#ensions #odel was selected first account1 was selected second.

;or each di#ension in the $iew clic- the &pen Subset )ditor +utton to o(en the Su+set Editor.!.

&lic- Subset All to re$eal all ele#ents in the di#ension..

Select the ele#ents ou want to use in the new $iew.

Title and 'idden dimensions 3 Select a single ele#ent.

,o and column dimensions 3 Select an co#+ination of ele#ents.

%o select #ulti(le adacent ele#ents clic- the first ele#ent and S*I;%3clic- the last ele#ent. %o select #ulti(le

non3adacent ele#ents &%R"3clic- each ele#ent.

6.

&lic- &2 to sa$e our ele#ent selections and close the Su+set Editor.8.

o one of the following to finish creating a $iew

%o si#ultaneousl sa$e and o(en the new $iew enter a na#e in the 0iew 7a#e field and clic-Sa(e O 7ie.

%M1 /e+ sa$es the new $iew as a (ri$ate $iew on the ser$er to which ou are connected and ena+les the )uto#atic

Recalculation and Su((ress <eroes o(tions for the $iew.

%o o(en the new $iew in %M1 /e+ without sa$ing the $iew clic- 7ie.

9.


f 438 26-09-20



%he $iew o(ens as an unna#ed and unsa$ed $iew in %M1 /e+ . You #ust clic-Sa(e 7ie to sa$e the $iew for

later access.

If ou sa$e the $iew now ou can also set the following o(tions

/ri(ate 3 Sa$e the $iew as either a (ri$ate or (u+lic $iew.

5efault 3 Sa$e the $iew as either the efault $iew or a na#ed $iew.

Important If ou do not sa$e the $iew %M1 /e+ discards the $iew when ou close the $iew or end our %M1 /e+

session.

:.



f 438 26-09-20



13.=. Generating a ,eport from a Cube 7ieYou can generate J+riefing +oo-J 3 stle re(orts in two was

Cube 7ieer 3 Select the title di#ension su+sets and the nu#+er of rows to include in the re(ort.

+ebs'eet 3 Select the title di#ension su+sets to include in the re(ort. ;or details see /or-ing with /e+sheets.

4ote If our installation of %M1H /e+ is configured to run without Microsoft Excel on the /e+ ser$er so#e li#itations #a

a((l when ex(orting fro# a &u+e 0iewer. ;or details see &u+e 0iewer Ex(ort "i#itation.

/rocedure

&lic- )*port .1.

Select an ex(ort for#at for the re(ort

Slice to )*cel 3 Excel docu#ents that retain a lin- to the ser$er through %M1 functions. /hen ou o(en the slice and

connect to the ser$er with which the slice is associated the slice dis(las the current cu+e $alues (ro$ided ou are

running Excel with the 'ers(ecti$es add3in ena+led.

Snaps'ot to )*cel 3 Excel docu#ents that contain nu#eric $alues reflecting the cu+e $alues at the #o#ent the

ex(ort occurred. Because sna(shots do not retain a lin- to the ser$er the $alues are static re(resenting a sna(shot

of cu+e $alues at the #o#ent of ex(ort.

)*port to /5F 3 '; docu#ents that dis(la cu+e $alues at the #o#ent the ex(ort occurred.

%he Ex(ort dialog +ox o(ens.

2.

Select the nu#+er of rows to ex(ort

)*port ros in current page 3 Ex(orts all rows in the current (age.

)*port ros from beginning to current page 3 Ex(orts the first row in the first (age through the last row in the

current (age.

)*port all ros in t'e (ie 3 Ex(orts all rows fro# all (ages.

!.

Select the title di#ensions that ou want to include in the re(ort..

&lic- &2 to create the re(ort.

%he re(ort sheets are generated and (ro#(ts ou to either o(en or sa$e the re(ort.

6.

o one of the following

&lic- &pen to o(en the re(ort in a new +rowser window.

&lic- Sa(e to sa$e the re(ort to dis-.

4ote B default ex(orting a slice or sna(shot re(ort to Excel dis(las the re(ort in a we+ +rowser window.

;or details on configuring our co#(uter to o(en re(orts into the full stand3alone $ersion of Excel see the Microsoft

su((ort we+ site.

)dditionall if ou want to use %M1 functionalit with a slice that ou ex(ort to Excel ou #ust o(en the slice in the

stand3alone $ersion of Excel and ha$e a local $ersion of 'ers(ecti$es or &lient installed on our co#(uter.

4ote If ou are ex(eriencing (ro+le#s ex(orting Excel or '; files and ou are using a /)7 C/ide )rea 7etwor-D

ser$er ou #a need to re3configure the securit settings in Internet Ex(lorer. ;or details see the N)d#inistrating %M1

/e+N cha(ter in the IB# Cognos# !" +e$ Guide.

8.

Cube 7ieer )*port imitation

/hen Microsoft Excel is not (resent on the %M1 /e+ ser$er and ou ex(ort a &u+e 0iewer using either the Slice to Excel

or Sna(shot to Excel o(tions an charts (resent in the &u+e 0iewer are not ex(orted to the resulting wor-sheet.



f 438 26-09-20



13.=.1. Cube 7ieer )*port imitation/hen Microsoft Excel is not (resent on the %M1H /e+ ser$er and ou ex(ort a &u+e 0iewer using either the Slice to Excel or

Sna(shot to Excel o(tions an charts (resent in the &u+e 0iewer are not ex(orted to the resulting wor-sheet.

/arent topic Generating a Re(ort fro# a &u+e 0iew


f 438 26-09-20



16. +or"ing it' C'arts%his section illustrates how to $iew a chart in a we+3+ased client.

/rocedure

O(en a $iew.1.

o one of the following to $iew a chart

&lic- 7ie C'art to $iew cu+e data in chart for#at onl.

) colu#n chart the default chart t(e is dis(laed.

&lic- 7ie C'art and Grid to $iew cu+e data in +oth chart and grid for#at.

) grid is dis(laed at the to( and a colu#n chart the default chart t(e is dis(laed at the +otto#.

&lic- 7ie Grid to $iew cu+e data in grid for#at onl.

2.

C'anging t'e C'art TypeH ColorsH egendH and 35 7ie

You can change the chart t(e colors legend and ! $iew ele#ents on the fl fro# the &hart 'ro(erties #enu.

C'anging C'art /roperties

You can edit and for#at the following chart (ro(erties to gi$e our chart a (rofessional loo-.

)*panding and Collapsing Consolidations in a C'art

/hen ou dis(la a chart in our $iew ou can ex(and and colla(se consolidations in the chart.

5rilling from a C'art

If our ad#inistrator has defined drill3through (rocesses and rules for cu+e cells re(resented in a chart ou can drill

through to associated data fro# the chart.


f 438 26-09-20



16.1. C'anging t'e C'art TypeH ColorsH egendH and 35 7ieYou can change the chart t(e colors legend and ! $iew ele#ents on the fl fro# the &hart 'ro(erties #enu.

;ollow the ste(s +elow to change the chart t(e colors legend and ! $iew.

/rocedure

&lic- C'art /roperties on the tool+ar.1.

Select an of the following #enu co##ands to change the chart.

Menu &ption 5escription

&hart %(e %he default chart is a colu#n chart. Select a different chart t(e.

&olor 'alette %he default color (alette is red +right green +lue and ellow with a +right +lue

+ac-ground. Select a different color (alette.

%oggle &hart "egend B default a legend dis(las ou can hide the legend.

%oggle ! 0iew B default a chart is two3di#ensional. You can switch to a three3di#ensional $iew of the chart.

2.

/arent topic /or-ing with &harts


f 438 26-09-20



16.#. C'anging C'art /ropertiesYou can edit and for#at the following chart (ro(erties to gi$e our chart a (rofessional loo-.

C'art 3 )((earance chart t(e title and title (lace#ent

egend 3 Stle dis(la or hide legend dis(la legend inside (lot area and (lace#ent

35 3 is(la or hide !3 $iew right angle axes series de(th rotation and (ers(ecti$e

abels 3 %(e angle font color (osition for#at and (recision

and %!a*is 3 is(la or hide axis grids stri(s re$ersed side #argin title for#at and (recision

Appearance 3 &hart +ac-ground color and (attern +order and line stle

;ollow the ste(s to change an chart ele#ents.

/rocedure

&lic- the C'art /roperties +utton.1.

&lic- the C'art /roperties #enu o(tion.

%he C'art /roperties dialog +ox o(ens with se$en ta+s &hart "egend ! "a+els A3axis Y3axis and )((earance.

2.

&lic- an ta+s and change the chart o(tions.!.

&lic- &2.

%he chart is u(dated to reflect the o(tions that ou select.

4ote If ou do not want to sa$e the changes to the chart clic-Cancel.

.

C'anging $asic C'art /roperties

You can change chart o(tions through the &hart 'ro(erties dialog +ox.

C'anging t'e C'art egend

%he chart legend o(tions can +e changed to suit our (references.

C'anging t'e 35 Style

%he o(tions can +e changed within the ! $iew.

C'anging C'art abels

You can change the &hart la+el o(tions to custo#i=e our $iew through the &hart 'ro(erties dialog +ox.

C'anging t'e !a*is and %!a*is

%he o(tions can +e changed for the A3axis and Y3axis dis(la.

C'anging t'e Appearance of %our C'art

%he chart a((earance o(tions can +e changed to suit our (references.



f 438 26-09-20



16.#.1. C'anging $asic C'art /ropertiesYou can change chart o(tions through the &hart 'ro(erties dialog +ox.

Appearance Style 3 B default the color sche#e for a chart is dar- green +lue (ur(le and +right green. You can

select a different color sche#e.

C'art Type 3 %he default chart t(e is a colu#n chart. You can select a different chart t(e.

Title 3 You can add a title to our chart and (lace it in one of 12 locations on the chart.

%he following ste(s illustrate how to change the a((earance stle chart t(e and title through the &hart ta+ in the &hart

'ro(erties dialog +ox

/rocedure

&lic- the C'art ta+ in the C'art /roperties dialog +ox.1.

In the Appearance Style list select a color sche#e that +est suits +oth the data in the grid and our a((lication.2.

In the C'art Type list select a chart t(e.!.

%(e text for our title in the Title +ox.

4ote %he si=e of our chart deter#ines the title length. You #ight ha$e to shorten the title or (osition the title in a

location on the chart where the entire title can dis(la.

.

&lic- a title (lace#ent o(tion +utton to select a (osition for our title.

%he title (lace#ent o(tion +uttons to the right of the Title +ox control deter#ines where the title dis(las in our chart.B default the title dis(las at the to( #iddle of the chart. ,se the title (lace#ent o(tion +uttons to (osition the title at

one of 12 (ositions around the chart.

6.

&lic- &2 to sa$e our changes.8.

/arent topic &hanging &hart 'ro(erties


f 438 26-09-20



16.#.#. C'anging t'e C'art egend%he chart legend o(tions can +e changed to suit our (references.

Style 3 is(las the legend in a colu#n row or ta+le for#at.

Generic 3 B default the legend dis(las on the chart. You can hide the legend. )lso + default the legend dis(las

outside the (lot area. You can (lace the legend inside the (lot area.

/lacement 3 B default the legend dis(las in the u((er right corner of the chart. You can (lace the legend in one of 12

locations in the chart.

%he following ste(s illustrate how to change the o(tions in the "egend ta+ in the &hart 'ro(erties dialog +ox

/rocedure

&lic- the egend ta+ in the C'art /roperties dialog +ox.

%he "egend ta+ contains three o(tions Stle Generic and 'lace#ent.

1.

Select one of the following Style o(tions.

Column 3 )rranges the legend -es in a $ertical colu#n for#at.

,o 3 )rranges the legend -es in a hori=ontal row for#at.

Table 3 )rranges the legend -es in a ta+le for#at with colu#ns and rows.

2.

Select a Generic o(tion.

S'o egend 3 B default a legend dis(las on the chart. &learing this o(tion hides the legend.

/lace Inside /lot Area 3 B default the legend dis(las outside the chart (lot area. If ou select this o(tion the

legend dis(las inside the chart (lot area.

!.

&lic- a /lacement o(tion to (osition the legend at one of 12 (ositions around the chart..



f 438 26-09-20



16.#.3. C'anging t'e 35 Style%he o(tions can +e changed within the ! $iew.

Generic 3 is(la or hide the ! $iew and dis(la the chart in a right3angle axes Co+liqueD for#at.

35 Series 3 is(la the series in a clustered arrange#ent and s(ecif the ga( and ga( de(th of the series.

,otation 3 S(ecif the hori=ontal and $ertical degrees of rotation for the axes of the chart.

&t'er 3 S(ecif the (ers(ecti$e to enlarge the (arts of the chart that are closest to ou and shrin- the (arts that are

farther awa.

%he following ste(s illustrate how to change the ! $iew through the &hart 'ro(erties dialog +ox

/rocedure

&lic- the 35 ta+ in the C'art /roperties dialog +ox.

%he ! ta+ o(tions include Generic ! Series Rotation and 'ers(ecti$e.

1.

Select the )nable 35 chec- +ox to dis(la the chart in a ! for#at.2.

If ou clear the Clustered chec- +ox in the ! Series section the colu#ns that re(resent the data series are no longer

clustered together.

!.

Select the Clustered chec- +ox and enter $alues in the 5ept' and Gap 5ept' +oxes.

%he default $alue for the de(th is 1@@ and the default $alue for the ga( de(th is 1@@.

.

&hange the $alues in the ,otation section to change the hori=ontal and $ertical axes of the chart.

%he default oriJontal rotation $alue is 1@. %he default 7ertical rotation $alue is 16.

6.

&hange the $alue in the /erspecti(e +ox to change the chart (ers(ecti$e.

%he default $alue for the chart (ers(ecti$e is 1@. )s ou increase the (ers(ecti$e setting (arts of the chart that are

closest to ou are enlarged while the (ortions that are farther awa are shrun-.

8.



f 438 26-09-20



16.#.6. C'anging C'art abelsYou can change the &hart la+el o(tions to custo#i=e our $iew through the &hart 'ro(erties dialog +ox.

Generic 3 is(la data (oint la+els and s#art la+els. &hange the angle font and color of the la+els.

/osition 3 'osition the la+els auto#aticall or s(ecif where ou want the# to a((ear on the data series in the chart.

Format and /recision 3 S(ecif the for#at and deci#al (laces for the la+el nu#+ers.

%he following ste(s illustrate how to change la+el o(tions through the "a+els ta+ in the &hart 'ro(erties dialog +ox

/rocedure

&lic- the abels ta+ in the C'art /roperties dialog +ox.1.

Select the S'o /oint abels chec- +ox to dis(la la+els for the $alue associated with the data series.2.

If ou select the )nable Smart abels chec- +ox an arrow is inserted for an a#+iguous (oint la+el $alue for a data

series. %he arrow #a-es it easier to de(ict which (oint la+el $alue associates with a data series.

!.

%(e a $alue in the Angle +ox to change the (oint la+els angle on the chart.

B default the angle $alue of =ero dis(las the la+els hori=ontall. You can enter a $alue fro# 3!8@ to !8@ degrees. ) ?@

degree angle dis(las the la+els $erticall facing left. ) 3?@ degree angle dis(las the la+els $erticall facing right.

.

&hange the font for the la+els

Select Clic" to select in the Font +ox.

%he &hart ;ont dialog +ox o(ens.

Select a font font stle si=e and an effects.

&lic- &2.

6.

In the Color list select a color to change the color of the la+els8.

&lic- a /osition o(tion to (lace the la+els relati$e to the to( of the data series in the chart.

%he )uto o(tion (laces the la+els at the to( of a data series.

9.

&hange the for#at and nu#+er of deci#al (laces for the la+els.

B default the for#at is 4umber and the (recision is @ deci#al (laces. If ou select &urrenc and 2 the la+els dis(la

with a dollar sign and two deci#al (laces.

In the Format list select the for#at that #atches our nu#eric data.

In the /recision list select the nu#+er of deci#al (laces for our nu#eric data.

:.



f 438 26-09-20



16.#.. C'anging t'e !a*is and %!a*is%he o(tions can +e changed for the A3axis and Y3axis dis(la.

)xis 3 is(las or hides the A3axis or Y3axis #aor gridlines #inor gridlines interlaced stri(s and side #argin. Re$erses

the A3axis la+els.

%itle 3 "ets ou add a title to the A3axis or Y3axis and select a font for the title.

"a+el ;or#at and 'recision 3 "ets ou s(ecif the nu#+er for#at and deci#al (laces for the A3axis or Y3axis nu#+ers.

%he following ste(s illustrate how to change the for#at of the A3axis and Y3axis in the &hart 'ro(erties dialog +ox

/rocedure

&lic- the !a*is ta+ or the %!a*is ta+ in the C'art /roperties dialog +ox.1.

Select or clear the following A*is o(tions.

7isible 3 is(las or hides the A3axis or Y3axis la+el. You enter the A3axis or Y3axis la+el text in the Title field.

Ma8or Grids 3 is(las or hides #aor gridlines.

Minor Grids 3 is(las or hides #inor gridlines.

Interlaced Strips 3 is(las or hides interlaced stri(s.

,e(ersed 3 Mo$es the Y3axis la+els to the o((osite side of the chart.

Side Margin 3 is(las or hides a side #argin.

2.

)dd a title to the A3axis or Y3axis and change the font for the title.

%(e a title in the Title +ox.

Select Clic" to select in the Font +ox.

%he C'art Font dialog +ox o(ens.

Select a font font stle font si=e and an effects. &lic- &2.

4ote %he A3axis la+el re(laces the na#e of the chart which is usuall the na#e of the $iew.

!.

&hange the for#at and nu#+er of deci#al (laces for the A3axis or Y3axis la+els.

B default the for#at is General and the (recision is @ deci#al (laces. If ou select Currency and # the la+els dis(la

with a dollar sign and two deci#al (laces.In the Format list select a for#at that #atches our nu#eric data.

In the /recision list select the nu#+er of deci#al (laces for our nu#erical data.

.



f 438 26-09-20



16.#.B. C'anging t'e Appearance of %our C'art%he chart a((earance o(tions can +e changed to suit our (references.

$ac"ground 3 &hange the +ac-ground color and (attern of the chart.

$order and ine 3 &hange the stle color and width of the lines and +orders in the chart.

;ollow the ste(s +elow to change the a((earance of our chart.

/rocedure

&lic- the Appearance ta+ in the C'art /roperties dialog +ox.1.

In the Color list select a +ac-ground color for our chart.2.

In the Gradient list select a +ac-ground gradient for our chart.!.

In the atc'ing list select a +ac-ground (attern for our chart..

In the Color P# list select a color to define a secondar color for the +ac-ground.6.

&hange the stle color and width of the +order around the outside of the chart (lot area.

In the Border and "ine section in the Style list select the t(e of line (attern ou want for the +order.

In the Color list select a color for the +order.

Enter a width for the +order in the +idt' +ox.

8.



f 438 26-09-20



16.3. )*panding and Collapsing Consolidations in a C'art/hen ou dis(la a chart in our $iew ou can ex(and and colla(se consolidations in the chart.

)*pand 3 Right3clic- a consolidated data series and clic- 5rill 5on to re$eal the i##ediate children of the

consolidated ele#ent in the chart.

Collapse 3 Right3clic- a consolidated data series and clic- 5rill Up to hide the i##ediate children of the consolidated

ele#ent in the chart.



f 438 26-09-20



16.6. 5rilling from a C'artIf our ad#inistrator has defined drill3through (rocesses and rules for cu+e cells re(resented in a chart ou can drill through

to associated data fro# the chart.

;or details on creating drill3through (rocesses and rules see the IBMH &ognosH %M1H Developer Guide.

If a chart co#(onent is associated with a single source of associated data the data i##ediatel o(ens on a new 0iew ta+. If

the chart co#(onent is associated with a #ulti(le sources of associated data ou are (ro#(ted to select a single source.

;or exa#(le this section illustrates how to execute a drill.

/rocedure

&lic- 7ie C'art to dis(la the chart.1.

Right3clic- a colu#n in the chart and clic- 5rill T'roug'.

If the cell is lin-ed with two or #ore sources of associated data the rill dialog +ox o(ens listing the data sources

associated with the chart co#(onent.

2.

Select the source ou want to $iew and clic- Select.!.

,esults

%he selected data o(ens on a new 7ie ta+.



f 438 26-09-20



1. )diting Subsets in TM1 +eb%his section descri+es how to use the IBMH &ognosH %M1H /e+ Su+set Editor to create and #anage lists of ele#ents that

identif the data ou want to anal=e.

Subset )diting &(er(ie

%he Su+set Editor tool lets ou define a su+set for an di#ension to li#it the nu#+er of ele#ents used in a $iew.

&pening t'e Subset )ditor

You can o(en a Su+set Editor fro# a /e+sheet or &u+e 0iewer.

$uilding a Simple Subset

,se the Su+set Editor si#(le #ode to change the ele#ents in a su+set and to $iew those ele#ents i##ediatel.

5isplaying t'e Ad(anced Subset )ditor

If ou want to (erfor# ad$anced editing tas-s on a su+set ou #ust use the ad$anced Su+set Editor instead of the

si#(le Su+set Editor.

Creating Custom Consolidations

/hen wor-ing with a $iew ou can create custo# consolidations fro# existing su+sets or fro# selected su+set ele#ents


f 438 26-09-20



1.1. Subset )diting &(er(ie%he Su+set Editor tool lets ou define a su+set for an di#ension to li#it the nu#+er of ele#ents used in a $iew.

) di#ension can ha$e thousands of ele#ents. It is unli-el howe$er that an $iew will require all ele#ents fro# all

di#ensions. In #ost cases ou should li#it the ele#ents used in a $iew to those that are required for a s(ecific analsis of

our data.

;or +est results li#it the nu#+er of ele#ents that a((ear as title ele#ents. %hat wa if ou $iew the data o$er slower

Internet connections our data dis(las #ore efficientl.

Subset )ditor TypesYou can run the Su+set Editor in two #odes

5ynamic (ersus Static Subsets

/hen ou o(en a dna#ic su+set in %M1 /e+ a warning #essage dis(las infor#ing ou that the dna#ic su+set will +e

con$erted into a static su+set N%his Su+set was created using an ex(ression. Modifing this su+set will delete the

ex(ression and con$ert the su+set into a static su+set.N

/arent topic Editing Su+sets in %M1 /e+


f 438 26-09-20



1.1.1. Subset )ditor TypesYou can run the Su+set Editor in two #odes

Simple 3 "ets ou li#it the nu#+er of ele#ents in a su+set.

Ad(anced 3 "ets ou (erfor# ad$anced tas-s such as filtering and sorting ele#ents. ;or details see is(laing the

)d$anced Su+set Editor.

/arent topic Su+set Editing O$er$iew


f 438 26-09-20



1.1.#. 5ynamic (ersus Static Subsets/hen ou o(en a dna#ic su+set in %M1H /e+ a warning #essage dis(las infor#ing ou that the dna#ic su+set will +e

con$erted into a static su+set N%his Su+set was created using an ex(ression. Modifing this su+set will delete the ex(ression

and con$ert the su+set into a static su+set.N

)fter ou #a-e changes to the su+set and sa$e the su+set %M1 /e+ re(laces the dna#ic su+set with a static su+set.

%o edit a dna#ic su+set without con$erting it to a static su+set use the Ser$er Ex(lorer Su+set Editor.

/arent topic Su+set Editing O$er$iew


f 438 26-09-20



1.#. &pening t'e Subset )ditorYou can o(en a Su+set Editor fro# a /e+sheet or &u+e 0iewer.

/rocedure

;ro# a /e+sheet clic- &pen Subset )ditor at the far right end of a title di#ension.1.

;ro# a &u+e 0iewer clic- &pen Subset )ditor at the far right end of a su+set.2.



f 438 26-09-20



1.3. $uilding a Simple Subset,se the Su+set Editor si#(le #ode to change the ele#ents in a su+set and to $iew those ele#ents i##ediatel.

/rocedure

&lic- &pen Subset )ditor next to an di#ension.

%he si#(le Su+set Editor o(ens.

%he following +uttons are a$aila+le in the Su+set Editor.

$utton 4ame /osition

Su+set )ll is(las all ele#ents in the di#ension. %he list of

all ele#ents in a di#ension is -nown as the )ll

su+set.

Fee( Selected

Ele#entCsD

is(las onl the ele#ents that ou select and

re#o$es all other ele#ents fro# the currentsu+set. *owe$er the re#o$ed ele#ents still exist

in the di#ension.

elete Selected

Ele#entCsD

Re#o$es the ele#ents that ou select fro# the

current su+set.

;ind in Su+set Ena+les ou to search for ele#ents in the current

su+set +ased on the search text that ou enter.

Su+set is(las a list of su+sets and dis(las the su+set

that ou select with ele#ents of that su+set.

1.

In the Su+set list do one of the following

Select a na#ed su+set.

&lic- Subset All to $iew all ele#ents in the di#ension.

%he ele#ents that are #e#+ers of the selected su+set are dis(laed.

2.

Select one or #ore ele#ents and clic- 2eep Selected )lement9s: .

%he ele#ents that ou selected re#ain in the list all other ele#ents are re#o$ed.

!.

Select one or #ore ele#ents and clic- 5elete Selected )lement9s: to re#o$e ele#ents fro# the list..

%o search for ele#ents in the current su+set clic- Find in Subset and t(e our search (hrase. ;or details on using

;ind in Su+set see ;inding Ele#ents.

6.

&lic- &2.8.

,esults

Your $iew is u(dated to include onl the ele#ents that ou selected in our su+set.



f 438 26-09-20



1.6. 5isplaying t'e Ad(anced Subset )ditorIf ou want to (erfor# ad$anced editing tas-s on a su+set ou #ust use the ad$anced Su+set Editor instead of the si#(le

Su+set Editor.

/rocedure

&lic- Subset )ditor next to an di#ension.

%he si#(le Su+set Editor o(ens.

1.

&lic- Ad(anced at the +otto# of the si#(le Su+set Editor.2.

,esults

%he ad$anced Su+set Editor contains two (anes.

A(ailable )lements Cleft (aneD 3 is(las all the ele#ents that are a$aila+le to +e added to our su+set.

Subset Cright (aneD 3 is(las onl the actual #e#+ers of the su+set. /hen ou sa$e a su+set onl the ele#ents in the

Su+set (ane are sa$ed to the su+set.

Using t'e Ad(anced Subset )ditor Toolbar

%he editing tas-s a$aila+le in the )d$anced Su+set Editor are accessed fro# its tool+ar +uttons.

Mo(ing )lements

You can #o$e ele#ents fro# the )$aila+le Ele#ents (ane to the Su+set (ane using a drag3and3dro( o(eration.

Mo(ing Consolidations

You can #o$e a consolidation fro# the )$aila+le Ele#ents (ane to the Su+set (ane using a drag3and3dro( o(eration.

2eeping )lements

You can reduce the list of ele#ents in the Su+set (ane to onl those ele#ents ou want to -ee( in our su+set.

5eleting )lements

You can re#o$e selected ele#ents fro# the Su+set (ane.

Filtering )lements

You can filter ele#ents in either the )$aila+le Ele#ents (ane or Su+set (ane.

Finding )lements

You can search for ele#ents in either the )$aila+le Ele#ents (ane or Su+set (ane + using the ;ind in Su+set tool+ar.

Sorting )lements

You can sort all ele#ents in either the )$aila+le Ele#ents (ane or Su+set (ane.

)*panding and Collapsing Consolidations

You can ex(and a consolidation in the Su+set Editor to dis(la the i##ediate children or all descendents of the

consolidation.

Inserting /arents

You can insert the i##ediate (arent of a selected ele#ent directl a+o$e that ele#ent in the Su+set Editor.



f 438 26-09-20



1.6.1. Using t'e Ad(anced Subset )ditor Toolbar%he editing tas-s a$aila+le in the )d$anced Su+set Editor are accessed fro# its tool+ar +uttons.

%he following ta+le descri+es the Su+set Editor tool+ar +uttons

$utton 4ame 5escription

Sa$e Su+set Sa$es onl the ele#ents that a((ear in the Su+set list to the

su+set.

Sa$e Su+set )s Sa$es onl the ele#ents that a((ear in the Su+set list to the

su+set with a different na#e.

Reload Su+set Reloads the original su+set.

Su+set )ll is(las all the ele#ents in the (arent di#ension.

&ut &o( and 'aste &uts co(ies and (astes the selected ele#ents of a su+set.

Fee( Selected Ele#ents Fee(s ele#ents that ou select for the su+set.

elete Selected Ele#ents Re#o$es ele#ents that ou select fro# the su+set.

;ilter Su+set )llows ou to select a grou( of ele#ents in a su+set that ha$e

related characteristics. You can filter ele#ents in these was

;ilter + "e$el

;ilter + )ttri+ute

;ilter + Ex(ression

Sort Su+set "ets ou sort a su+set in se$eral was

Sort )scending

Sort escending

Sort *ierarchicall

Sort + Index )scending

Sort + Index escending

%ree Ex(and Ex(ands the tree in se$eral was

rill own Selected &onsolidations 3 Ex(ands the selected

consolidation one le$el.

Ex(and Selected &onsolidations 3 Ex(ands the selected

consolidation showing all descendents.

Ex(and %ree ;ull 3 Ex(ands the entire hierarch showing all

children of all (arents.

%ree &olla(se &olla(ses the tree in two was

&olla(se Selected &onsolidations 3 &olla(ses the ex(anded


f 438 26-09-20



$utton 4ame 5escription

consolidation hiding all descendents.

&olla(se %ree ;ull 3 &olla(ses the entire hierarch.

Insert 'arents of Selected

Ele#ents

Inserts the (arent of the selected ele#ent i##ediatel a+o$e

that ele#ent in the hierarch tree.

Ex(and )+o$e is(las consolidations at the +otto# of the list of children in+oth the )$aila+le Ele#ents and Su+set lists. %he children of the

consolidation ex(and a+o$e the consolidation.

&reate &usto#

&onsolidation

)llows ou to +uild consolidated ele#ents on the fl when

wor-ing with a $iew.

;or details see &reating &usto# &onsolidations.

;ind in Su+set Ena+les ou to search for ele#ents in the current su+set +ased

on the search text ou enter.

/arent topic is(laing the )d$anced Su+set Editor


f 438 26-09-20



1.6.#. Mo(ing )lementsYou can #o$e ele#ents fro# the )$aila+le Ele#ents (ane to the Su+set (ane using a drag3and3dro( o(eration.

In this exa#(le if ou clic- Other Re$enue in the )$aila+le Ele#ents (ane ou could drag the ele#ent to +eneath Sales in

the Su+set (ane.

%he line +eneath the Sales ele#ent indicates that the Other Re$enue ele#ent will a((ear +eneath Sales.



f 438 26-09-20



1.6.3. Mo(ing ConsolidationsYou can #o$e a consolidation fro# the )$aila+le Ele#ents (ane to the Su+set (ane using a drag3and3dro( o(eration.

/hen ou #o$e a consolidated ele#ent the children of the consolidation also #o$e.

;or this exa#(le su((ose ou ha$e a consolidation ele#ent na#ed Re$enue.

If ou select Re$enue and drag it to the Su+set (ane a colla(sed consolidation is added to the Su+set (ane.

If ou ex(and Re$enue in the )$aila+le Ele#ents (ane and select the consolidation and its children ou can drag the

consolidation to the Su+set (ane. %he ex(anded consolidation is added to the Su+set (ane.

In +oth of the a+o$e exa#(les the Re$enue consolidation and its children are added to the Su+set list. *owe$er the state of

the consolidation in the Su+set list reflects the wa the consolidation dis(las. In the first exa#(le Re$enue dis(las as a

colla(sed consolidation. In the second exa#(le Re$enue dis(las as an ex(anded consolidation and its children will +e

$isi+le.



f 438 26-09-20



1.6.6. 2eeping )lementsYou can reduce the list of ele#ents in the Su+set (ane to onl those ele#ents ou want to -ee( in our su+set.

In this case all other ele#ents are re#o$ed fro# the su+set.

4ote You can reduce the si=e of the )$aila+le Ele#ents list to narrow our search for ele#ents to add to our su+set +ut

this has no effect on the ele#ents in the Su+set list.

/rocedure

Select the ele#ents that ou want to -ee( in the Su+set list.1.

&lic- 2eep Selected )lement9s: .

Onl the ele#ents that ou selected to -ee( re#ain $isi+le in the Su+set list.

2.

&lic- Sa(e Subset to sa$e the su+set.!.



f 438 26-09-20



1.6.. 5eleting )lementsYou can re#o$e selected ele#ents fro# the Su+set (ane.

/rocedure

Select one or #ore ele#ents in the Su+set (ane.1.

&lic- 5elete Selected )lement9s: .2.

,esults

%he selected ele#ents are re#o$ed fro# the Su+set (ane. %he re#o$ed ele#ents still exist in the di#ension.

4ote %o dis(la all su+set ele#ents that ou re#o$ed clic- Subset All .



f 438 26-09-20



1.6.B. Filtering )lementsYou can filter ele#ents in either the )$aila+le Ele#ents (ane or Su+set (ane.

,se these o(tions

Filter by Attribute 3 is(las onl the ele#ents that #atch an attri+ute that ou s(ecif.

Filter by e(el 3 is(las onl the ele#ents that #atch a le$el in the ele#ent hierarch.

Filter by )*pression 3 is(las onl the ele#ents that #atch a (attern.

Filtering by Attribute%he Su+set Editor lets ou filter ele#ents + attri+ute $alue.

Filtering by e(el

%he Su+set Editor lets ou filter ele#ents so that onl ele#ents +elonging to one or #ore s(ecified hierarch le$els

re#ain.

Filtering by )*pression

%he Su+set Editor lets ou filter ele#ents so that onl ele#ents #atching a s(ecified search (attern re#ain.



f 438 26-09-20



1.6.B.1. Filtering by Attribute%he Su+set Editor lets ou filter ele#ents + attri+ute $alue.

/rocedure

&lic- Filter Subset and clic- Filter by Attribute.1.

In the Select Attribute list select an attri+ute.2.

In the Select (alue to matc' list select a $alue.!.

&lic- &2..

,esults

)ll su+set ele#ents whose selected attri+ute #atches this $alue re#ain in the ele#ent list. )ll su+set ele#ents whose

selected attri+ute does not #atch the $alue are re#o$ed fro# the ele#ent list.

/arent topic ;iltering Ele#ents


f 438 26-09-20



1.6.B.#. Filtering by e(el%he Su+set Editor lets ou filter ele#ents so that onl ele#ents +elonging to one or #ore s(ecified hierarch le$els re#ain.

&onsider the following exa#(le of a three3le$el hierarch.

In this exa#(le ou start with the su+set shown in the figure and then eli#inate all ele#ents fro# the su+set exce(t those

at "e$el 1.

/rocedure

&lic- Filter Subset and clic- Filter by e(el.1.

&lic- a le$el in the list and clic- &2.

;or exa#(le if ou filtered + e(el 1 the following le$el 1 su+set ele#ents re#ain in the Su+set list

Re$enue

&OS

2.



f 438 26-09-20



1.6.B.3. Filtering by )*pression%he Su+set Editor lets ou filter ele#ents so that onl ele#ents #atching a s(ecified search (attern re#ain.

;or exa#(le su((ose ou ha$e the following list of ele#ents in either the )$aila+le Ele#ents (ane or Su+set (ane.

Sales

Other Re$enue

irect &ost

Other &osts

Ban- &harges

Board of irectors

E#(loee Relations

'rinting

Se#inars and &ontinuing Ed.

%axes and "icenses

Office Ex(ense

'ostage

Rent

7ow su((ose ou want to reduce this list to those ele#ents that contain the word JcostJ.

/rocedure

&lic- Filter Subset and clic- Filter by +ildcard.1.

Enter a (attern of al(hanu#eric characters in the )nter )*pression +ox.

You can use the following two wildcard characters in the )nter )*pression +ox.

@uestion mar" 9Q: 3 'laceholder for a single character

Asteris" 9: 3 'laceholder for one or #ore characters

%o isolate all ele#ents whose na#es contain the string (attern )ost t(e the ex(ression 'cost' in the dialog +ox thato(ens.

2.

&lic- &2.!.

,esults

%he ele#ent list is tri##ed to include onl those ele#ents that #atch the (attern.



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1.6.. Finding )lementsYou can search for ele#ents in either the )$aila+le Ele#ents (ane or Su+set (ane + using the ;ind in Su+set tool+ar.

%his feature (erfor#s a si#(le text search for ele#ents that #atch a s(elling (attern that ou enter. %his is es(eciall useful

when ou want to find a s(ecific ele#ent within a large list of ele#ents.

4ote %he ;ind in Su+set feature does not su((ort wildcard characters such as the question #ar- CD or asteris- CTD in our

search text. Instead an asteris- CTD wildcard character is inserted at the +eginning and end of the s(elling (attern that ou

enter so that it searches for an occurrence of the (attern in the ele#ent list.

;or exa#(le if ou enter the s(elling (attern ost this con$erts to TostT and #atches such as &ost and Boston are found.

/rocedure

&lic- Find in Subset or (ress CT,;F.

%he ;ind in Su+set tool+ar o(ens in the Su+set Editor.

1.

%(e a s(elling (attern in the search +ox.

) s(elling (attern can include one or #ore al(hanu#eric characters +ut should not include wildcard characters as

descri+ed a+o$e.

%he list of ele#ents is searched as ou t(e a s(elling (attern.

If one or #ore #atching ele#ents are found the first #atching ele#ent is located and highlighted in the list.If a #atching ele#ent is not found the search +ox te#(oraril dis(las a red +ac-ground.

You can also start our search at an location within the ele#ent list + clic-ing on an ele#ent in that section of the list.

%he search +egins fro# this new start (oint when ou continue our search.

2.

&lic- Find 4e*t or Find /re(ious to na$igate through the ele#ent list when #ore than one #atching ele#ent is found.

You can also use the following -e+oard co##ands to na$igate

'ress F3 or (ress )4T), to find the next #atching ele#ent.

'ress SIFT;F3 or (ress SIFT;)4T), to find the (re$ious ele#ent.

If a next or (re$ious #atching ele#ent is not found the search +ox te#(oraril dis(las a red +ac-ground and the

search ccles through the list again.

!.

&lic- Close t'e Findbar to close the Find in Subset tool+ar..



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1.6.D. Sorting )lementsYou can sort all ele#ents in either the )$aila+le Ele#ents (ane or Su+set (ane.

/rocedure

%o sort su+set ele#ents clic- Sort Subset and select a sort o(tion.

Sort &ption Sort &rder

Sort )scending )scending order fro# ) to < @3?.

Sort escending escending order fro# < to ) ?3@.

Sort *ierarchicall )ll children a((ear +eneath their (arents.

Sort + Index )scending i#ension index starting at 1.

Sort + Index escending i#ension index starting at the highest index in the di#ension.



f 438 26-09-20



1.6.=. )*panding and Collapsing ConsolidationsYou can ex(and a consolidation in the Su+set Editor to dis(la the i##ediate children or all descendents of the consolidation

You can a((l the following (rocedures to ele#ents in either the )$aila+le Ele#ents (ane or the Su+set (ane of the Su+set

Editor.

)*panding a Consolidation

You can ex(and a consolidation.

Collapsing a Consolidation

You can colla(se ex(anded consolidations using either a selected consolidation or ou can close all ex(andedconsolidations in the su+set.



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1.6.=.1. )*panding a ConsolidationYou can ex(and a consolidation.

/rocedure

Select the consolidations ou want to ex(and.1.

&lic- Tree )*pand .2.

Select one of the following

&lic- 5rill 5on Selected Consolidations to $iew the i##ediate children of a consolidation. %he following figure

shows the result of drilling down on the %otal Business ,nit consolidation.

&lic- )*pand Selected Consolidations to $iew all descendents of a consolidation. %he following figure shows the

result of ex(anding the %otal Business ,nit consolidation.

&lic- )*pand Tree Fully to $iew all descendents of all (arents in the di#ension hierarch.

!.

/arent topic Ex(anding and &olla(sing &onsolidations


f 438 26-09-20



1.6.=.#. Collapsing a ConsolidationYou can colla(se ex(anded consolidations using either a selected consolidation or ou can close all ex(anded consolidations

in the su+set.

/rocedure

Select the ex(anded consolidations ou want to colla(se.1.

&lic- Tree Collapse .2.

&lic- Collapse Selected Consolidations.

4ote %o close all ex(anded consolidations in the su+set clic- Tree Collapse and clic- Collapse Tree Fully.

!.

/arent topic Ex(anding and &olla(sing &onsolidations


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1.6.10. Inserting /arentsYou can insert the i##ediate (arent of a selected ele#ent directl a+o$e that ele#ent in the Su+set Editor.

;or exa#(le consider the following exa#(le showing se$eral leaf ele#ents.

If ou select all ele#ents and clic- Insert /arents of Selected )lements the i##ediate (arents of all selected

ele#ents are inserted as shown in the following exa#(le.



f 438 26-09-20



1.. Creating Custom Consolidations/hen wor-ing with a $iew ou can create custo# consolidations fro# existing su+sets or fro# selected su+set ele#ents.

Creating a Custom Consolidation from an )*isting Subset

You can create a custo# consolidation + inserting an existing su+set into the current su+set.

Creating a Custom Consolidation from Selected )lements

You can create a custo# consolidation fro# selected ele#ents in the Su+set Editor.



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1..1. Creating a Custom Consolidation from an )*isting SubsetYou can create a custo# consolidation + inserting an existing su+set into the current su+set.

%he existing su+set then +eco#es a custo# consolidation within the current su+set.

/rocedure

O(en the Subset )ditor for a di#ension.1.

In the si#(le Subset )ditor window clic- Ad(anced to o(en the ad$anced Subset )ditor.2.

efine a su+set in the Subset (ane.!.

&lic- Create Custom Consolidation and clic- Create Consolidation from Subset..

Select the existing su+set that ou want to insert into the current su+set as a custo# consolidation.

%he selected su+set is inserted into the current su+set as a custo# consolidation.

6.

If necessar clic- Sa(e Subset or Sa(e Subset As to sa$e the current su+set.8.

&lic- &2.9.

,esults

%he su+set with the new custo# consolidation o(ens.

/arent topic &reating &usto# &onsolidations


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1..#. Creating a Custom Consolidation from Selected )lementsYou can create a custo# consolidation fro# selected ele#ents in the Su+set Editor.

/rocedure

O(en the Subset )ditor for a di#ension.1.

In the si#(le Subset )ditor window clic- Ad(anced to o(en the ad$anced Subset )ditor.2.

In the Su+set (ane select the ele#ents that ou want to include in the custo# consolidation.!.

&lic- Create Custom Consolidation and clic- Create Consolidation from Selected )lements.

You ha$e now created a custo# consolidation that contains the ele#ents that ou selected in ste( 2.

%he custo# consolidation the na#e R,&U/> P is assigned where P starts at =ero and increases + one for eachcusto# consolidation that ou create during a ser$er session.

.

&lic- &2 to $iew the new custo# consolidation.6.

/arent topic &reating &usto# &onsolidations


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1B. Sample Cubes%his a((endix descri+es the sa#(le cu+es included with IBMH &ognosH %M1H .

%he following infor#ation is (ro$ided for each cu+e

'ur(ose

i#ensions that for# the cu+e

Sa#(ling of ele#ents in the di#ensions

Sa#(ling of consolidations in the di#ensions

Sales/riorCube

%he Sales'rior&u+e cu+e trac-s #onthl sales of (assenger cars throughout Euro(e and the )#ericas. &hronologicall

the $alues in this cu+e are fro# a ear (rior to the $alues in the Sales&u+e.

/nCube

'n"&u+e trac-s #onthl re$enue and ex(enses for a car #anufacturer in the ear associated with the $alues in the

Sales&u+e.

/riceCube

'rice&u+e trac-s (rices of (assenger cars throughout Euro(e and the )#ericas in the ear associated with the

Sales&u+e.

SalesCube

Sales&u+e trac-s #onthl sales of (assenger cars throughout Euro(e and the )#ericas.

Sales$y@uarterCube

SalesB5uarter&u+e trac-s quarterl sales of (assenger cars throughout Euro(e and the )#ericas.

Sales$y@uarterCube!TotalModel

SalesB5uarter&u+e3%otalModel trac-s quarterl sales of the total of all #odels throughout Euro(e and the )#ericas.


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1B.1. Sales/riorCube%he Sales'rior&u+e cu+e trac-s #onthl sales of (assenger cars throughout Euro(e and the )#ericas. &hronologicall the

$alues in this cu+e are fro# a ear (rior to the $alues in the Sales&u+e.

i#ensions and Ele#ents

i#ension &onsolidations

5imensions and )lements

;i$e di#ensions for# Sales'rior&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their

ele#ents. %he di#ensions are ordered in the sequence found in the cu+e.

5imension Consolidations

%his section (ro$ides sa#(le consolidations fro# each di#ension of Sales'rior&u+e.

/arent topic Sa#(le &u+es


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1B.1.1. 5imensions and )lements;i$e di#ensions for# Sales'rior&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their ele#ents.

%he di#ensions are ordered in the sequence found in the cu+e.

5imension Sample )lements

)ct$s+ud )ctual Budget

Region )rgentina Belgiu# ;rance ,nited States

Model S Series 1.: " Sedan S Series 2.@ " Sedan

)ccount1 ,nits Sales 0aria+le &osts

Month 4an ;e+ Mar )(r

/arent topic Sales'rior&u+e


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1B.1.#. 5imension Consolidations%his section (ro$ides sa#(le consolidations fro# each di#ension of Sales'rior&u+e.

Region i#ension

Model i#ension

)ccount1 i#ension

Month i#ension

,egion 5imension

Model 5imension

Account1 5imension

Mont' 5imension

/arent topic Sales'rior&u+e


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1B.1.#.1. ,egion 5imension

Consolidated )lement C'ildren

)#ericas 7orth )#erica

South )#erica

&entral Euro(e ;rance

Ger#an

/arent topic i#ension &onsolidations


f 438 26-09-20



1B.1.#.#. Model 5imension


S Series Sedan S Series 1.: " Sedan

S Series 2.@ " Sedan

S Series 2.6 " SedanS Series !.@ " Sedan

S Series !. " Sedan

S Series 2.6 " Sedan /

S Series !.@ " Sedan /

S Series !. " Sedan /

% Series &ou(e % Series 2.@ " &ou(e

% Series !.2 " &ou(e

% Series .@ " &ou(e

% Series 6.@ " &ou(e

%otal S Series

" Series

% Series



f 438 26-09-20



1B.1.#.3. Account1 5imension


Gross Margin Sales

0aria+le &osts



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1B.1.#.6. Mont' 5imension


15uarter 4an

;e+

Mar

Year 1 5uarter

2 5uarter

! 5uarter

5uarter



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1B.#. /nCube'n"&u+e trac-s #onthl re$enue and ex(enses for a car #anufacturer in the ear associated with the $alues in the

Sales&u+e.




;our di#ensions for# 'n"&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their ele#ents. %he

di#ensions are ordered in the sequence found in the cu+e.

5imension Consolidations

%his section (ro$ides sa#(le consolidations for the )ccount2 di#ension a di#ension used onl in the 'n"&u+e cu+e.



f 438 26-09-20



1B.#.1. 5imensions and )lements;our di#ensions for# 'n"&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their ele#ents. %he





)ccount2 Sales )d$ertising Sales 'ro#otions ealer Incenti$e 'lan 'lant O$erhead %rans(ortation &osts General)d#inistration


/arent topic 'n"&u+e


f 438 26-09-20



1B.#.#. 5imension Consolidations%his section (ro$ides sa#(le consolidations for the )ccount2 di#ension a di#ension used onl in the 'n"&u+e cu+e.

Account# 5imension

/arent topic 'n"&u+e


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1B.#.#.1. Account# 5imension


Mar-eting )d$ertising

Sales 'ro#otions

ealer Incenti$e 'lan

%otal Ex(enses Mar-eting

'lant O$erhead

%rans(ortation &osts

General )d#inistration

Earnings Before %axes Gross Margin

%otal Ex(enses



f 438 26-09-20



1B.3. /riceCube'rice&u+e trac-s (rices of (assenger cars throughout Euro(e and the )#ericas in the ear associated with the Sales&u+e.




;our di#ensions for# 'rice&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their ele#ents.


5imension Consolidations%he di#ensions of the 'rice&u+e cu+e are also used in the Sales'rior&u+e.



f 438 26-09-20



1B.3.1. 5imensions and )lements;our di#ensions for# 'rice&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their ele#ents. %he







/arent topic 'rice&u+e


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1B.3.#. 5imension Consolidations%he di#ensions of the 'rice&u+e cu+e are also used in the Sales'rior&u+e.

/arent topic 'rice&u+e


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1B.6. SalesCubeSales&u+e trac-s #onthl sales of (assenger cars throughout Euro(e and the )#ericas.




;i$e di#ensions for# Sales&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their ele#ents.


5imension Consolidations%he di#ensions of Sales&u+e are also used in the Sales'rior&u+e.



f 438 26-09-20



1B.6.1. 5imensions and )lements;i$e di#ensions for# Sales&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their ele#ents. %he








/arent topic Sales&u+e


f 438 26-09-20



1B.6.#. 5imension Consolidations%he di#ensions of Sales&u+e are also used in the Sales'rior&u+e.

/arent topic Sales&u+e


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1B.. Sales$y@uarterCubeSalesB5uarter&u+e trac-s quarterl sales of (assenger cars throughout Euro(e and the )#ericas.




;i$e di#ensions for# SalesB5uarter&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their


5imension Consolidations)ll di#ensions of SalesB5uarter&u+e are also used in the Sales'rior&u+e with the exce(tion of 5uarter.



f 438 26-09-20



1B..1. 5imensions and )lements;i$e di#ensions for# SalesB5uarter&u+e. %he following ta+le contains the list of di#ensions and a sa#(ling of their







5uarter 1 5uarter 2 5uarter ! 5uarter 5uarter

/arent topic SalesB5uarter&u+e


f 438 26-09-20



1B..#. 5imension Consolidations)ll di#ensions of SalesB5uarter&u+e are also used in the Sales'rior&u+e with the exce(tion of 5uarter.

5uarter i#ension

@uarter 5imension

/arent topic SalesB5uarter&u+e


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1B..#.1. @uarter 5imension


5uarter 1 5uarter

2 5uarter

! 5uarter 5uarter



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1B.B. Sales$y@uarterCube!TotalModelSalesB5uarter&u+e3%otalModel trac-s quarterl sales of the total of all #odels throughout Euro(e and the )#ericas.




;our di#ensions for# SalesB5uarter&u+e3%otalModel. %he following ta+le contains the list of di#ensions and a sa#(ling

of their ele#ents. %he di#ensions are ordered in the sequence found in the cu+e.

5imension Consolidations)ll di#ensions of SalesB5uarter&u+e3%otalModel are also used in the SalesB5uarter&u+e.



f 438 26-09-20



1B.B.1. 5imensions and )lements;our di#ensions for# SalesB5uarter&u+e3%otalModel. %he following ta+le contains the list of di#ensions and a sa#(ling of

their ele#ents. %he di#ensions are ordered in the sequence found in the cu+e.





5uarter 1 5uarter 2 5uarter ! 5uarter 5uarter

/arent topic SalesB5uarter&u+e3%otalModel


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1B.B.#. 5imension Consolidations)ll di#ensions of SalesB5uarter&u+e3%otalModel are also used in the SalesB5uarter&u+e.

/arent topic SalesB5uarter&u+e3%otalModel


f 438 26-09-20



1. TM1 5isplay Formats%he &usto# setting in the 7u#+er ;or#at dialog +ox allows ou to s(ecif #an different dis(la for#ats for data in our

IBMH &ognosH %M1H cu+e. %his a((endix lists all dis(la for#ats su((orted + %M1 .

)stablis'ing a Custom Format

IBM &ognos %M1 (ro$ides a nu#+er of for#ats for nu#+ers dates ti#es and strings that ou can set using the 7u#+er

;or#at dialog +ox. You can also +uild our own custo# dis(la for#ats. ;ollow these ste(s to esta+lish a custo# dis(lafor#at for an ele#ent.

C'aracter 7alues

;or#at ex(ressions for strings ha$e one or two sections se(arated + a se#icolon CLD. If ou use one section the for#at

a((lies to all string data that can occur in the cell. If ou use two sections the first section a((lies to string data and the

second section a((lies to null $alues and =ero3length strings. ;or exa#(le

4umeric 7alues

;or#at ex(ressions for nu#+ers ha$e u( to four sections se(arated + se#icolons CLD. %he nu#+er of sectionsdeter#ines which t(es of $alues are affected.

5ate and Time 5isplay Formats

%he following ta+le lists characters that can a((ear in a for#at string for date and ti#e for#ats.

5ate Formats for 5ifferent anguage Settings

In the &u+e 0iewer when ou enter a date in an n3le$el cell with no for#atting the date is con$erted to the Microsoft

Excel 4ulian for#at. ;or exa#(le 12122@@? dis(las as 26619:.


f 438 26-09-20



1.1. )stablis'ing a Custom FormatIBMH &ognosH %M1H (ro$ides a nu#+er of for#ats for nu#+ers dates ti#es and strings that ou can set using the

7u#+er ;or#at dialog +ox. You can also +uild our own custo# dis(la for#ats. ;ollow these ste(s to esta+lish a custo#

dis(la for#at for an ele#ent.

/rocedure

;ro# the Ser(er )*plorer #enu ex(and a cu+e so that ou can see its di#ensions.1.

Right3clic- a di#ension and clic- )dit )lement Attributes fro# the shortcut #enu.2.

&lic- the cell at the intersection of the ;or#at colu#n and the ele#ent for which ou want to define a dis(la for#at.!.

&lic- the Format +utton..

;ro# the 7u#+er ;or#at dialog +ox clic- Custom.

%he 7u#+er ;or#at dialog +ox dis(las a field in which ou can t(e our custo# for#at string.

6.

Enter a for#at string in the Custom Styles field as shown in the figure.

;or#at strings $ar de(ending on the t(e of data ou are for#atting. %he rest of this a((endix descri+es how to

construct a for#at string.

8.

&lic- &2 on the 7u#+er ;or#at dialog +ox.9.

&lic- &2 on the )ttri+utes Editor dialog +ox.:.

/arent topic %M1 is(la ;or#ats


f 438 26-09-20



1.#. C'aracter 7alues;or#at ex(ressions for strings ha$e one or two sections se(arated + a se#icolon CLD. If ou use one section the for#at

a((lies to all string data that can occur in the cell. If ou use two sections the first section a((lies to string data and the

second section a((lies to null $alues and =ero3length strings. ;or exa#(le

<@@@;"No Value"

%his for#at dis(las three lower3case characters if the cell contains string data or the string 7o 0alue if the cell contains a

null $alue or a =ero3length string.

%he following ta+le descri+es how to construct a for#at string for a string ele#ent

Format String C'aracter 5escription

&haracter (laceholder. If the string has a character in the (osition where the at s#+ol C_D

a((ears that character dis(las. If no character a((ears in that location a s(ace dis(las.

)*ample

Su((ose a cell contains the following string

%he quic- +rown fox

If ou a((l this for#at string@@@@@

is(las

n fox

4ote 'laceholders are (o(ulated fro# right to left unless ou enter an excla#ation (oint

C`D character in the for#at string.

O &haracter (laceholder. If the string has a character in the (osition where the a#(ersand

s#+ol CXD a((ears that character dis(las. In this case a s(ace is considered a character

and will +e dis(laed. If no character a((ears in that location nothing dis(las.

)*ample


%he quic- +rown fox

If ou a((l this for#at string

&&&&&

is(las

nfox

4ote 'laceholders are (o(ulated fro# right to left unless ou enter an excla#ation (oint

C`D character in the for#at string.

is(las all characters in lowercase.

is(las all characters in u((ercase.

)*ample


%he quic- +rown fox

If ou a((l this for#at string


f 438 26-09-20




>@@@@@

is(las

7 ;OA

;orces (laceholders to fill fro# left to right.



f 438 26-09-20



1.3. 4umeric 7alues;or#at ex(ressions for nu#+ers ha$e u( to four sections se(arated + se#icolons CLD. %he nu#+er of sections deter#ines

which t(es of $alues are affected.

If a for#at has one section that section a((lies to all $alues.

If a for#at has two sections the first section a((lies to (ositi$e $alues and =eros and the second section a((lies to

negati$e $alues.

If a for#at has three sections the first section a((lies to (ositi$e $alues the second section a((lies to negati$e $alues

and the third a((lies to =eros.

If a for#at has four sections the first section a((lies to (ositi$e $alues the second section a((lies to negati$e $alues

the third a((lies to =eros and the fourth a((lies to 7,"" $alues.

%he following ta+le descri+es how to construct a for#at string for nu#eric $alues


P 9number sign: igit (laceholder.

%he (laceholder dis(las onl significant digits and does not dis(la insignificant

=eros. In the deci#al $alue .?@ the @ is considered insignificant. %he $alue would +e

dis(laed as .? when the (laceholder is used.

If a nu#+er has #ore digits to the right of the deci#al (oint than there are

(laceholders in the for#at string the nu#+er rounds to as #an deci#al (laces as

there are (laceholders. If there are #ore digits to the left of the deci#al (oint than

there are (laceholders the extra digits are dis(laed.

%he following exa#(les illustrate the use of the (laceholder.

)*ample

0alue 12!.:?8

;or#at String .

is(las 12!.?

)*ample

0alue 68.:9!

;or#at String .

is(las 68.:9

)*ample

0alue !.689:

;or#at String .

is(las !.68:

You can co#+ine the and @ (laceholders in a for#at string.

0 9Jero: igit (laceholder.

%he @ (laceholder dis(las insignificant =eros if a nu#+er has fewer digits than there

are =eros in the for#at string.

If a nu#+er has #ore digits to the right of the deci#al (oint than there are

(laceholders in the for#at string the nu#+er rounds to as #an deci#al (laces as

there are (laceholders. If there are #ore digits to the left of the deci#al (oint than

there are (laceholders the extra digits are dis(laed.


f 438 26-09-20




%he following exa#(les illustrate the use of the @ (laceholder.

)*ample

0alue 2!.:?8

;or#at String @.@@

is(las 2!.?@

)*ample

0alue 18.:

;or#at String @.@@@

is(las 18.:@@

)*ample

0alue 9.12

;or#at String @@@.@

is(las @@9.1

You can co#+ine the and @ (laceholders in a for#at string.

)! );

e! e;

Scientific for#at.

If the for#at string contains at least one digit (laceholder C@ or D to the right of E3

E e3 e the nu#+er dis(las in scientific for#at and E or e is (laced +etween the

nu#+er and its ex(onent.

%he nu#+er of digit (laceholders to the right deter#ines the nu#+er of digits in the

ex(onent. ,se E3 or e3 to (lace a #inus sign next to negati$e ex(onents. ,se E or e

to (lace a #inus sign next to negati$e ex(onents and a (lus sign next to (ositi$e

ex(onents.

! ; V 9: is(las a literal character. %o dis(la a character other than one of those listed

(recede it with a +ac-slash CKD or enclose it in dou+le quotation #ar-s. CN ND.

7u#eric 0alue 31@@@.@@

;or#at String ($-#.##)

is(las C^31@@@.@@D

W is(las the next character in the for#at string.

7u#eric 0alue 1@@

;or#at String \t\o\t\a\l\=#

is(las total1@@

%he following character cannot +e dis(laed as literals a c d h # n ( q s t w @ > E e co##aCD (eriodC.D _ X W V and `

XA$CX is(las the string inside the dou+le quotes. CIn this exa#(le )B& would dis(la.D

7u#eric 0alue 1@@

;or#at String #" units"


f 438 26-09-20




is(las 1@@ units



f 438 26-09-20



1.6. 5ate and Time 5isplay Formats%he following ta+le lists characters that can a((ear in a for#at string for date and ti#e for#ats.


%i#e se(arator. CIn so#e locales other characters #a +e used to re(resent the ti#e

se(arator.D

%his character se(arates hours #inutes and seconds when ti#e $alues are for#atted. %he

actual character used as the ti#e se(arator in for#atted out(ut is deter#ined + our

sste# settings.

< ate se(arator. CIn so#e locales other characters #a +e used to re(resent the date

se(arator.D

%he date se(arator se(arates the da #onth and ear when date $alues are for#atted.

%he actual character used as the date se(arator in for#atted out(ut is deter#ined + our

sste# settings.

C is(las the date as ddddd and dis(las the ti#e as ttttt in that order. is(las onl date

infor#ation if there is no fractional (art to the date serial nu#+er. is(las onl ti#einfor#ation if there is no integer (ortion.

Exa#(le 1@1@?: @61212

d is(las the da as a nu#+er without a leading =ero C13!1D.

dd is(las the da as a nu#+er with a leading =ero C@13!1D.

ddd is(las the da as an a++re$iation CSun3SatD.

dddd is(las the da as a full na#e CSunda3SaturdaD.

ddddd is(las the date as a co#(lete date Cincluding da #onth and earD for#atted according

to the long date setting recogni=ed + our sste#. ;or Microsoft /indows the default long

date is #d.

dddddd is(las a date serial nu#+er as a co#(lete date Cincluding da #onth and earD

for#atted according to the long date setting recogni=ed + our sste#. ;or Microsoft

/indows the default long date for#at is #### dd .

is(las the da of the wee- as a nu#+er. C1 for Sunda through 9 for SaturdaD.

is(las the wee-s of the ear as a nu#+er C1 3 6D

m is(las the #onth as a nu#+er without a leading =ero C1 3 12D. If # i##ediatel follows h

or hh the #inute rather than the #onth dis(las.

mm is(las the #onth as a nu#+er with a leading =ero C@1 3 12D. If # i##ediatel follows h or

hh the #inute rather than the #onth dis(las.

mmm is(las the #onth as an a++re$iation C4an 3 ecD.


f 438 26-09-20




mmmm is(las the #onth as a full #onth na#e C4anuar 3 ece#+erD

- is(las the quarter of the ear as a nu#+er C1 3 D.

y is(las the da of the ear as a nu#+er C 1 3 !88D.

yy is(las the ear as a two3digit nu#+er C@@ 3 ??D.

yyy is(las the ear as a four3digit nu#+er C@1@@ 3 ????D.

' is(las the hour as a nu#+er without leading =eros C@ 3 2!D.

'' is(las the hour as a nu#+er with leading =eros C@1 3 2!D.

n is(las the #inute as a nu#+er without leading =eros C@ 3 6?D.

nn is(las the #inute as a nu#+er with leading =eros C@@ 3 6?D.

s is(las the second as a nu#+er without leading =eros C@ 3 6?D.

ss is(las the second as a nu#+er with leading =eros C@@ 3 6?D.

t t t t t is(las a ti#e as a co#(lete ti#e Cincluding hour #inute and secondD for#atted using

the sste# ti#e se(arator. ) leading =ero dis(las if the ti#e is +efore 1@@@ )M or 1@@@

'M. ;or Microsoft /indows the default ti#e for#at is hh##ss.

AM</M ,ses the 123hour cloc-. is(las an u((ercase )M with an hour +efore noonL dis(las an

u((ercase 'M with an hour +etween noon and 116? '.M.

am<pm ,ses the 123hour cloc-. is(las a lowercase )M with an hour +efore noonL dis(las a

lowercase 'M with an hour +etween noon and 116? '.M.

A</ ,ses the 123hour cloc-. is(las an u((ercase ) with an hour +efore noonL dis(las an

u((ercase ' with an hour +etween noon and 116? '.M.

a<p ,ses the 123hour cloc-. is(las a lowercase a with an hour +efore noonL dis(las a

lowercase ( with an hour +etween noon and 116? '.M.

AM/M ,ses the 123hour cloc-. is(las the )M string literal with an hour +efore noonL dis(las

the 'M string literal with an hour +etween noon and 116? '.M. )M'M can +e either

u((ercase or lowercase +ut the case of the string dis(laed #atches the string as defined

+ our sste# settings. ;or Microsoft /indows the default for#at is )M'M.



f 438 26-09-20



1D. TM1 ToolbarsIBMH &ognosH %M1H 'ers(ecti$es includes a set of tool+ars that are a$aila+le in Excel. Most of these tool+ars allow quic-

access to frequentl used o(tions with a single #ouse clic-. One of the tool+ars (ro$ides a quic- $isual indication of our %M1

ser$er connection status.

)s with all tool+ars ou can ena+le or disa+le the dis(la of the %M1 tool+ars using 0iew %ool+ars and toggling the rele$ant

tool+ar na#e.

T'e Standard Toolbar

%he Standard tool+ar lets ou quic-l access o(tions that #anage our connections to %M1 ser$ers and that control %M1features in the current wor-sheet.

T'e Spreading Toolbar%he S(reading tool+ar lets ou quic-l a((l and release holds and initiate s(reading in the current Excel wor-sheet.

T'e 5e(eloper Toolbar

%he e$elo(er tool+ar lets ou quic-l create o(en or sa$e di#ension wor-sheets or rules wor-sheets.

T'e Acti(e Forms Toolbar

%he )cti$e ;or#s tool+ar lets ou quic-l access o(tions that control features in an )cti$e ;or#.

T'e Ser(ers Toolbar

%he Ser$ers tool+ar lets ou quic-l deter#ine if ou are connected to the %M1 ser$er . %his is useful when using a

wor-sheet containing a slice or an In3S(readsheet Browser.

T'e Sandbo* Toolbar%he Sand+ox tool+ar lets ou quic-l access o(tions that #anage our own (ersonal wor-s(aces or sand+oxes where ou

can enter and store data $alues se(arate fro# IBM &ognos %M1 ser$er +ase data.


f 438 26-09-20



1D.1. T'e Standard Toolbar%he Standard tool+ar lets ou quic-l access o(tions that #anage our connections to %M1H ser$ers and that control %M1

features in the current wor-sheet.

%he following ta+le identifies and descri+es all +uttons a$aila+le on the Standard tool+ar.

$utton 4ame Action

&onnect O(ens the &onnect to %M1 ser$er dialog +ox fro# which ou can connect to an %M1

ser$er currentl a$aila+le on our networ-.

isconnect isconnects our %M1 client fro# an ser$ers to which ou are connected.

Ser$er Ex(lorer O(ens the Ser$er Ex(lorer.

,(load 7ew )((lication

;ile to %M1 ser$er

,(loads the current Excel wor-sheet to an existing a((lication on the %M1 ser$er .

,(date Existing)((lication ;ile to %M1

ser$er

)llows ou to u(date an existing a((lication file on the %M1 ser$er with the contents of the current Excel wor-+oo-. )ll content in the existing a((lication file will +e

o$erwritten + the contents of the current wor-+oo-.

In3S(readsheet Browser O(ens the %M1 Get 0iew dialog +ox fro# which ou can o(en a $iew in the

In3S(readsheet Browser.

'rint Re(ort O(ens the Re(ort etails dialog +ox fro# which ou can generate a re(ort +ased on

the current slice.

Edit ;or#ula O(ens the Edit ;or#ula +ar which lets ou insert co##onl used functions into the

current cell.

Recalculate Recalculates the Excel wor-+oo-.

Insert )ction Button Inserts a %M1 )ction Button in the acti$e cell and o(ens the )ction Button 'ro(ertiesdialog +ox which lets ou configure the action to +e executed when the +utton is

clic-ed in the wor-sheet.

*el( O(ens the ocu#entation "i+rar.

/arent topic %M1 %ool+ars


f 438 26-09-20



1D.#. T'e Spreading Toolbar%he S(reading tool+ar lets ou quic-l a((l and release holds and initiate s(reading in the current Excel wor-sheet.

%he following ta+le identifies and descri+es all +uttons a$aila+le on the S(reading tool+ar.

$utton 4ame Action

*old &onsolidate )((lies a consolidation hold to the selected cells in the wor-sheet.

Release

&onsolidate

Releases consolidation holds fro# the selected cells.

*old "ea$es )((lies a leaf hold to the selected cells.

Release "eaf *olds Releases leaf holds fro# selected cells.

Release )ll *olds Releases all holds +oth consolidation and leaf in the wor-sheet.

'ro(ortional

S(read

O(ens the 'ro(ortional S(read dialog +ox fro# which ou can distri+ute a s(ecified $alue

a#ong selected cells (ro(ortional to existing cell $alues.

Relati$e

'ro(ortional

S(read

O(ens the Relati$e 'ro(ortional S(read dialog +ox fro# which ou can s(read $alues to the

lea$es of the selected consolidated cell (ro(ortional to the lea$es of a reference cell.

Equal S(read O(ens the Equal S(read dialog +ox fro# which ou can distri+ute a s(ecified $alue equall

across selected cells.

Equal S(read

"ea$es

O(ens the Equal S(read "ea$es dialog +ox which lets ou distri+ute a s(ecified $alue equall

across all lea$es of the selected consolidated cell.

Re(eat O(ens the Re(eat dialog +ox which lets ou re(eat a s(ecified $alue across all selected cells.

Re(eat "ea$es O(ens the Re(eat "ea$es dialog +ox which lets ou co( a s(ecified $alue to the lea$es of the

selected consolidated cell.

'ercent &hange O(ens the 'ercent &hange dialog +ox which lets ou #ulti(l selected cell $alues + a

s(ecified (ercentage.

Relati$e 'ercent)dust#ent O(ens the Relati$e 'ercent )dust#ent dialog +ox which lets ou s(read $alues to the lea$esof the selected consolidated cell + a((ling a (ercentage adust#ent to the lea$es of a

reference cell.

Straight "ine O(ens the Straight "ine dialog +ox which (o(ulates selected cells + linear inter(olation

+etween two s(ecified end(oints.

Growth > O(ens the Growth > dialog +ox which lets ou sequentiall incre#ent $alues in selected cells

+ the s(ecified growth (ercentage.



f 438 26-09-20



1D.3. T'e 5e(eloper Toolbar%he e$elo(er tool+ar lets ou quic-l create o(en or sa$e di#ension wor-sheets or rules wor-sheets.

%he following ta+le identifies and descri+es all +uttons a$aila+le on the e$elo(er tool+ar.

$utton 4ame Action

i#ension

O(en

O(ens the Select i#ension /or-sheet dialog +ox fro# which ou can o(en an di#ension

wor-sheets a$aila+le on %M1H ser$ers to which ou are connected.

i#ension

7ew

O(ens the &reate a i#ension dialog +ox fro# which ou can create a di#ension wor-sheet on

an %M1 ser$er to which ou are connected.

i#ension

Sa$e

Sa$es and co#(iles the current di#ension wor-sheet.

Rule O(en O(ens the Select Rule /or-sheet dialog +ox fro# which ou can o(en an rule wor-sheets

a$aila+le on %M1 ser$er ser$ers to which ou are connected.

Rule 7ew O(ens the Select &u+e for Rules dialog +ox which lets ou s(ecif the cu+e for which ou want to

create a rule. )fter ou select a cu+e a new rule wor-sheet o(ens.

Rule Sa$e Sa$es and co#(iles the current rule wor-sheet.



f 438 26-09-20



1D.6. T'e Acti(e Forms Toolbar%he )cti$e ;or#s tool+ar lets ou quic-l access o(tions that control features in an )cti$e ;or#.

%he following ta+le identifies and descri+es all +uttons a$aila+le on the Standard tool+ar.

$utton 4ame Action

Insert )cti$e ;or# Inserts an )cti$e ;or# at the current cell location.

Insert )cti$e ;or#

Section

Inserts a de(endent section +eneath the current )cti$e ;or#.

elete )cti$e ;or# eletes the data area of the current )cti$e ;or#.

%he colu#n headings and title ele#ents are not deleted when ou delete an )cti$e ;or#.

Su((ress <ero Su((ress =eroes in the rows of the current )cti$e ;or#.

;ilter O(ens the ;ilter dialog +ox which lets ou #odif the filter used in an )cti$e ;or#.

Edit Su+set O(ens the Su+set Editor fro# which ou can edit a row su+set in an )cti$e ;or#.

Sa$e Row

Ele#ents as Static

"ist

Sa$es the current row ele#ents in an indi$idual )cti$e ;or# or de(endent section as a static

list of ele#ents. %he connection to the su+set used to create the )cti$e ;or# or de(endent

section is se$ered.

Show ;or#at )rea Re$eals the for#atting region of an )cti$e ;or#.

*ide ;or#at )rea *ides the for#atting region of an )cti$e ;or#.

Re+uild &urrent

Sheet

Recalculates all $alues and re+uilds all su+sets in the )cti$e ;or#s contained in the current

Excel wor-sheet.

Re+uild &urrent

Boo-

Recalculates all $alues and re+uilds all su+sets in the )cti$e ;or#s contained in the current

Excel wor-+oo-.



f 438 26-09-20



1D.. T'e Ser(ers Toolbar%he Ser$ers tool+ar lets ou quic-l deter#ine if ou are connected to the %M1H ser$er . %his is useful when using a

wor-sheet containing a slice or an In3S(readsheet Browser.

%he Ser$ers tool+ar dis(las a s#all green status indicator when ou are connected to the %M1 ser$er . You can ho$er the

#ouse (ointer o$er the indicator to $iew the na#e of the ser$er.

If ou are logged in to #ore than one %M1 ser$er the Ser$ers tool+ar includes indicators re(resenting each ser$er.

/hen ou are not et logged in to the %M1 ser$er or ou disconnect ourself fro# a %M1 ser$er the indicator dis(las red.

%his indicates that data in the %M1 slice or In3S(readsheet Browser could +e outdated.

Ser(ers Toolbar imitations

You should +e aware of the following Ser$ers tool+ar li#itations



f 438 26-09-20



1D..1. Ser(ers Toolbar imitationsYou should +e aware of the following Ser$ers tool+ar li#itations

%he tool+ar does not accuratel re(ort connection status when our %M1H client is disconnected fro# the ser$er due to

an idle connection. Idle connections are #anaged through the use of the Idle&onnection%i#eoutSeconds (ara#eter in

the %#1s.cfg file which is descri+ed in the

IBMH &ognosH %M1 Installation and Configuration Guide.

If our client is disconnected fro# the %M1 ser$er due to an idle connection the Ser$ers tool+ar continues to dis(la a green

status indicator.

%he tool+ar does not accuratel re(ort connection status when our %M1 client is disconnected fro# the ser$er due to

ad#inistrator action.

%he tool+ar does not accuratel re(ort connection status when our %M1 client is disconnected fro# the ser$er due to

networ- issues.

If (ro+le#s on our networ- cause our client to +e disconnected fro# the %M1 ser$er the Ser$ers tool+ar continues to

dis(la a green indicator.

%he tool+ar does not accuratel re(ort connection status when the %M1 ser$er is shut down while our client is connected

to the ser$er. In this situation the Ser$ers tool+ar continues to dis(la a green indicator.

/arent topic %he Ser$ers %ool+ar


f 438 26-09-20



1D.B. T'e Sandbo* Toolbar%he Sand+ox tool+ar lets ou quic-l access o(tions that #anage our own (ersonal wor-s(aces or sand+oxes where ou can

enter and store data $alues se(arate fro# IBM &ognos %M1H ser$er +ase data.

You can use the Sand+ox dro(3down +ox to switch +etween wor-ing with IBMH &ognosH %M1 +ase data and an of our

own sand+oxes.

%he following ta+le identifies and descri+es all +uttons a$aila+le on the Sand+ox tool+ar.

$utton 4ame Action

&reate

Sand+ox

O(ens the &reate Sand+ox dialog +ox fro# which ou can create a new sand+ox that includes the

data $alues fro# either +ase data or fro# an existing sand+ox.

&o##itSand+ox

Merges all of the changed data $alues in the current sand+ox to the +ase data.

Reset

Sand+ox

&lears all the changed data $alues in the current sand+ox that ou ha$e entered u( to that (oint

and resets all the data $alues to the current $alues in the +ase data.

elete

Sand+ox

O(ens the elete Sand+ox dialog +ox fro# which ou can select a sand+ox to delete.



f 438 26-09-20



1=. 4otices

%his infor#ation was de$elo(ed for (roducts and ser$ices offered worldwide.

IBM #a not offer the (roducts ser$ices or features discussed in this docu#ent in other countries. &onsult our local IBM

re(resentati$e for infor#ation on the (roducts and ser$ices currentl a$aila+le in our area. )n reference to an IBM (roduct(rogra# or ser$ice is not intended to state or i#(l that onl that IBM (roduct (rogra# or ser$ice #a +e used. )n

functionall equi$alent (roduct (rogra# or ser$ice that does not infringe an IBM intellectual (ro(ert right #a +e used

instead. *owe$er it is the userJs res(onsi+ilit to e$aluate and $erif the o(eration of an non3IBM (roduct (rogra# or

ser$ice. %his docu#ent #a descri+e (roducts ser$ices or features that are not included in the 'rogra# or license

entitle#ent that ou ha$e (urchased.

IBM #a ha$e (atents or (ending (atent a((lications co$ering su+ect #atter descri+ed in this docu#ent. %he furnishing of

this docu#ent does not grant ou an license to these (atents. You can send license inquiries in writing to

IBM irector of "icensing

IBM &or(oration

7orth &astle ri$e)r#on- 7Y 1@6@319:6

,.S.).

;or license inquiries regarding dou+le3+te CB&SD infor#ation contact the IBM Intellectual 'ro(ert e(art#ent in our

countr or send inquiries in writing to

Intellectual 'ro(ert "icensing

"egal and Intellectual 'ro(ert "awIBM 4a(an "td.

182!31 Shi#otsuru#a Ya#ato3shi

Fanagawa 223:6@2 4a(an

%he following (aragra(h does not a((l to the ,nited Fingdo# or an other countr where such (ro$isions are inconsistent

with local law I7%ER7)%IO7)" B,SI7ESS M)&*I7ES &OR'OR)%IO7 'RO0IES %*IS ',B"I&)%IO7 N)S ISN /I%*O,%

/)RR)7%Y O; )7Y FI7 EI%*ER EA'RESS OR IM'"IE I7&",I7G B,% 7O% "IMI%E %O %*E IM'"IE /)RR)7%IES O;

7O73I7;RI7GEME7% MER&*)7%)BI"I%Y OR ;I%7ESS ;OR ) ')R%I&,")R ',R'OSE. So#e states do not allow disclai#er of

ex(ress or i#(lied warranties in certain transactions therefore this state#ent #a not a((l to ou.

%his infor#ation could include technical inaccuracies or t(ogra(hical errors. &hanges are (eriodicall #ade to the

infor#ation hereinL these changes will +e incor(orated in new editions of the (u+lication. IBM #a #a-e i#(ro$e#entsandor changes in the (roductCsD andor the (rogra#CsD descri+ed in this (u+lication at an ti#e without notice.

)n references in this infor#ation to non3IBM /e+ sites are (ro$ided for con$enience onl and do not in an #anner ser$eas an endorse#ent of those /e+ sites. %he #aterials at those /e+ sites are not (art of the #aterials for this IBM (roduct

and use of those /e+ sites is at our own ris-.

IBM #a use or distri+ute an of the infor#ation ou su((l in an wa it +elie$es a((ro(riate without incurring an

o+ligation to ou.

"icensees of this (rogra# who wish to ha$e infor#ation a+out it for the (ur(ose of ena+ling CiD the exchange of infor#ation

+etween inde(endentl created (rogra#s and other (rogra#s Cincluding this oneD and CiiD the #utual use of the infor#ation

which has +een exchanged should contact

IBM Software Grou(

)ttention "icensing

!966 Ri$erside r

Ottawa O7 F10 1B9&anada

Such infor#ation #a +e a$aila+le su+ect to a((ro(riate ter#s and conditions including in so#e cases (a#ent of a fee.

%he licensed (rogra# descri+ed in this docu#ent and all licensed #aterial a$aila+le for it are (ro$ided + IBM under ter#s of

the IBM &usto#er )gree#ent IBM International 'rogra# "icense )gree#ent or an equi$alent agree#ent +etween us.

)n (erfor#ance data contained herein was deter#ined in a controlled en$iron#ent. %herefore the results o+tained in other

o(erating en$iron#ents #a $ar significantl. So#e #easure#ents #a ha$e +een #ade on de$elo(#ent3le$el sste#s

and there is no guarantee that these #easure#ents will +e the sa#e on generall a$aila+le sste#s. ;urther#ore so#e

#easure#ents #a ha$e +een esti#ated through extra(olation. )ctual results #a $ar. ,sers of this docu#ent should

$erif the a((lica+le data for their s(ecific en$iron#ent.

Infor#ation concerning non3IBM (roducts was o+tained fro# the su((liers of those (roducts their (u+lished announce#ents

or other (u+licl a$aila+le sources. IBM has not tested those (roducts and cannot confir# the accurac of (erfor#ance


f 438 26-09-20



co#(ati+ilit or an other clai#s related to non3IBM (roducts. 5uestions on the ca(a+ilities of non3IBM (roducts should +e

addressed to the su((liers of those (roducts.

)ll state#ents regarding IBMJs future direction or intent are su+ect to change or withdrawal without notice and re(resent

goals and o+ecti$es onl.

%his infor#ation contains exa#(les of data and re(orts used in dail +usiness o(erations. %o illustrate the# as co#(letel as

(ossi+le the exa#(les include the na#es of indi$iduals co#(anies +rands and (roducts. )ll of these na#es are fictitious

and an si#ilarit to the na#es and addresses used + an actual +usiness enter(rise is entirel coincidental.

If ou are $iewing this infor#ation softco( the (hotogra(hs and color illustrations #a not a((ear.

Y


f 438 26-09-20



Y

1=.1. /roduct Information

%his docu#ent a((lies to IBM &ognos %M1 0ersion [email protected].@ and #a also a((l to su+sequent releases. %o chec- for newer

$ersions of this docu#ent $isit the IBM &ognos Infor#ation &enters Chtt((u+li+.+oulder.i+#.co#infocentercogic$1r@#@

index.s(D.

Copyrig't

"icensed Materials 3 'ro(ert of IBM

&o(right IBM &or(. 2@1@ 2@12.

,S Go$ern#ent ,sers Restricted Rights ,se du(lication or disclosure restricted + GS) )' Schedule &ontract with IBM

&or(.

IBM the IBM logo i+#.co# %M1 and &ognos are trade#ar-s or registered trade#ar-s of International Business Machines

&or(. registered in #an urisdictions worldwide. Other (roduct and ser$ice na#es #ight +e trade#ar-s of IBM or other

co#(anies. ) current list of IBM trade#ar-s is a$aila+le on the /e+ at N &o(right and trade#ar- infor#ation N at

www.i+#.co#legalco(trade.sht#l.

%he following ter#s are trade#ar-s or registered trade#ar-s of other co#(anies

)do+e the )do+e logo 'ostScri(t and the 'ostScri(t logo are either registered trade#ar-s or trade#ar-s of )do+e

Sste#s Incor(orated in the ,nited States andor other countries.

Microsoft /indows /indows 7% and the /indows logo are trade#ar-s of Microsoft &or(oration in the ,nited States

other countries or +oth.

Microsoft (roduct screen shotCsD used with (er#ission fro# Microsoft.

/arent topic 7otices


f 438 26-09-20



#0. Glossary

%his glossar includes ter#s and definitions for &ognos %M1.

%he following cross3references are used in this glossar

See refers ou fro# a ter# to a (referred snon# or fro# an acron# or a++re$iation to the defined full for#.

See also refers ou to a related or contrasting ter#.

%o $iew glossaries for other IBM (roducts go to www.i+#.co#softwareglo+ali=ationter#inolog Co(ens in new windowD.

A

access control

In co#(uter securit the (rocess of ensuring that users can access onl those resources of a co#(uter sste# for

which the are authori=ed.

administrati(e client

) (rogra# that runs on a file ser$er wor-station or #ainfra#e that ad#inistrators use to control and #onitor the

ser$er.

alias

)n alternati$e na#e used instead of a (ri#ar na#e.

application

)n o+ect that functions as a $irtual folder to organi=e shortcuts to other o+ects external files and ,R"s in a logical

o+3s(ecific or (roect grou(ing.

attribute

) (ro(ert that (ro$ides qualitati$e infor#ation a+out di#ensions.

audit log

) log that #aintains the histor of all co##ands that #odif #etadata or configuration data and significant o(erations

including co##ands that would ha$e #ade a change +ut failed to do so.

C

cell security%he access control le$el assigned to a single cell in a cu+e.

c'ild

) node that is su+ordinate to another node in a tree structure. Onl the root node is not a child.

c'ore

)n o+ect that executes one or #ore (rocesses at a user3defined frequenc.

consolidation

In a data tree an entr that has one or #ore children.

control ob8ect

)n o+ect used to store sste# infor#ation statistics including sste# (erfor#ance.

cube

) #ultidi#ensional re(resentation of data needed for online analtical (rocessing #ultidi#ensional re(orting or

#ultidi#ensional (lanning a((lications.

5

data source

) file or data used as the source for the %ur+oIntegrator i#(ort (rocess.

dimension

In &ognos BI and &ognos %M1 a +road grou(ing of descri(ti$e data a+out a #aor as(ect of a +usiness such as


f 438 26-09-20



(roducts dates or locations. Each di#ension includes different le$els of #e#+ers in one or #ore hierarchies and an

o(tional set of calculated #e#+ers or s(ecial categories.

drill don

In a #ultidi#ensional re(resentation of data to access infor#ation + starting with a general categor and #o$ing

downwards through the hierarch of infor#ation for exa#(le fro# Years to 5uarters to Months.

drill t'roug'

) #ethod of exa#ination used to re$eal detail or context infor#ation a+out a cellJs contents.

)

element

) #e#+er of a di#ension.

F

feeder statement

) series of lines of code which causes (laceholder $alues to +e stored in rules3calculated cells so that the cells are not

s-i((ed during calculations.

5A/

See "ightweight irector )ccess 'rotocol.

leaf

In a tree an entr or node that has no children.

ig'teig't 5irectory Access /rotocol 95A/:

)n o(en (rotocol that uses %&'I' to (ro$ide access to directories that su((ort an A.6@@ #odel and that does not incur

the resource require#ents of the #ore co#(lex A.6@@ irector )ccess 'rotocol C)'D. ;or exa#(le ")' can +e used

to locate (eo(le organi=ations and other resources in an Internet or intranet director.

M

metadata

ata that descri+es the characteristics of dataL descri(ti$e data.

&

ob8ect security
