TM1 Quick Start Guide

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TM1 Quick Start Guide
Proprietary and Confidential
Page 1 of 2
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.
Creating Dimensions
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.
9. On the toolbar, click Save ( ) and name
your Dimension.
Inserting Elements
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.
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.
6. (Optional) Continue to add Elements to the
Dimension.
7. Click OK.
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.
TM1 Quick Start Guide
Proprietary and Confidential
Page 2 of 2
Creating Cube Views
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.
You will be able to select this view from the
drop-down menu on the toolbar.
Creating a Subset
1. In the Cube Viewer, double-click on the
dimension to open the Subset Editor.
2. Click the Show All button ( ).
3. Click the Hierarchy Sort button ( ).
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.
Filtering in the Subset Editor
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.
Entering Cube Data
1. In the Cube Viewer, move (stack or swap)
your dimensions around as necessary to
clean up the data entry view.
2. Double-click in a cell to initiate edit mode.
3. Do one of the following:
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.
Slicing a View into a Worksheet
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.
2. On the toolbar, click the Slice button ( ).
The view is sliced into a new Excel
worksheet.
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.

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