Reporting Case Studies

How to Calculate SUMIF in TM1

IBM does not provide a native function to calculate SUMIF in TM1. How do I calculate SUMIF in…

How to Create a User Defined Consolidation in TM1 Architect & Perspectives

Sometimes we want to create a rollup of elements from a dimension that does not exist in the…

How to Upgrade from Perspectives to Planning Analytics for Excel (PAX/PAfE)

We are about to upgrade one of the largest TM1 sites in the world from using Perspectives to…

How to Display Traffic Lights using TM1

Traffic Lights in an Excel based TM1 report are dead simple. Here is a fully worked exercise to follow to create them and a series of ideas for their use.

General Ledger Analysis with TM1

Do you have Excel based TM1 reports with hard coded Excel SUM formulae? Or manually entered line descriptions on your P&L or Balance Sheet, or a General Ledger cube with negatives for credits and positives for debits, when your users want to see all positive values? Here’s a quick case study for what we achieved for a new client last week that delivers all this and enables the GL cube to be easily used in Planning Analytics Workspace.

Create a TM1 Send Sheet in Excel

Excel based TM1 Send Sheets are a wonderful way of having data that is calculated in Excel loaded automatically into TM1 on demand. Here we show how to create a send sheet and automate it so that it only runs when required.

How To Create the Top 10 Basic Reports Using MDX Expression

Here is a fully worked example of using MDX in a TM1 Dynamic Report to create a Top 10 style report. It includes the dynamic subset, view, dynamic report and MDX.

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