TM1 Quick Start Guide
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TM1 Quick Start Guide Connecting to TM1 (Training) 1. On the Desktop, double-click the Perspectives icon. 2. In Microsoft Excel, on the TM1 tab, click Connect. The Connect to TM1 Server Dialog appears. 3. From the Server ID drop-down menu, select spu training. 4. In the Client ID field, type admin. Leave the Password field blank. 5. Click OK. 6. On the TM1 tab in Excel, click Explorer. The Server Explorer window opens. The Dimension Editor Insert dialog box appears. 2. In the Insert Element Name field, enter a name for the element. 3. From the Element Type drop-down menu, select an element type (Simple, Consolidated, or Strings). 4. (Optional) In the Element Weight field, add a weight to the Element being added. 5. Click Add. 7. Click OK. Remember that Dimensions must be built prior to creating Cubes. 1. In the Server Explorer window, right-click on Dimensions and select Create New Dimension from the context menu. The Dimensions Editor window opens. 2. In the right pane, right-click anywhere and select Insert Element from the context menu. 3. In the Insert Element Name field, enter a name for the element. 4. From the Element Type drop-down menu, select an element type (Simple, Consolidated, or Strings). 5. (Optional) In the Element Weight field, add a weight to the Element being added. 6. Click Add to the Inserted Elements list. 7. (Optional) Continue to add Elements to the Dimension. 8. Click OK. Proprietary and Confidential 1. In the right pane of the Dimension Editor window, right-click on an element and select Insert Child Element or Insert Sibling Element from the context menu. 6. (Optional) Continue to add Elements to the Dimension. Creating Dimensions 9. On the toolbar, click Save ( your Dimension. Inserting Elements ) and name Arrange Elements in a Dimension There are two ways to arrange the elements: Cut and paste Drag and drop Creating Cubes 1. In the Server Explorer window, right-click on Cubes and select Create New Cube from the context menu. The Creating Cube window opens. 2. In the Cube Name field, enter a name for the new Cube. 3. In Available Dimensions list, select the Dimensions to add to the new Cube by double clicking or using the right arrow button. 4. After adding Dimensions to the new Cube, click the Create Cube button. If you forget to add a dimension to a cube, you must delete the cube and then recreate it. Page 1 of 2 TM1 Quick Start Guide Creating Cube Views Entering Cube Data 1. In the Cube Viewer, select a dimension and either swap it or stack it. 2. After you've refined your view, click Save ( ) to save this view for future references. 2. Double-click in a cell to initiate edit mode. 3. Do one of the following: You will be able to select this view from the drop-down menu on the toolbar. a. Enter data manually. b. Right-click in the cell intersection, select Data Spread and one of the choices from the context menu, and then click Apply. Creating a Subset 1. In the Cube Viewer, double-click on the dimension to open the Subset Editor. 2. Click the Show All button ( Slicing a View into a Worksheet ). 3. Click the Hierarchy Sort button ( 1. In the Cube Viewer, move (stack or swap) your dimensions around as necessary to clean up the data entry view. ). Because you're working with subsets of elements, you want to ensure that you're seeing a true representation of the elements in the dimensions. 4. Filter the elements by Level or Wildcard. 5. Click Save. When you create a Slice, TM1 generates a worksheet populated with functions. These functions display the current database values in the worksheet. The functions are bi-directional; therefore, they retrieve and display the current cube values and when you update a value in the worksheet, the function also sends the new value to the appropriate cube. 1. Open or create a view in the Cube Viewer. Filtering in the Subset Editor 2. On the toolbar, click the Slice button ( The view is sliced into a new Excel worksheet. 1. On the toolbar, do one of the following: a. Click the Filter by Level button ( ). b. Click the Filter by Wildcard button ( ). 2. In the dialog box, select a Level and click OK. Viewing Cube Data 1. On the toolbar, click the Automatic Calculate button ( ) to see the data. 2. Click on a dimension and select an element from the drop down. 3. Double-click on a dimension to filter it to only show leaf level elements. The Subset Editor window opens. 4. Filter your data by clicking any of the filter buttons on the toolbar. Proprietary and Confidential ). Row 1 contains information about the cube that supplies the slice data. Row 2 contains information about the title dimensions and elements. Taking a Snapshot of a View A snapshot is not tied to the TM1 cube from which it originates. It is, as the name implies, a "picture" of cube values at a point in time. Any subsequent changes you make the cube values are not reflected in the snapshot. 1. Open or create a view in the Cube Viewer. 2. On the toolbar, click the Snapshot button ( ). The view is copied into a new Excel worksheet. Page 2 of 2
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