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Visualizing Data in TM1 Cubes Using Tableau

May 10, 2018

Cognos Analytics (v11), IBM Planning Analytics/TM1, Tableau

Connector for Tableau and IBM Planning Analytics

Ever wish you could connect Tableau to the data residing in your IBM Planning Analytics/TM1 cubes without a complex, expensive implementation? You can, using the Senturus Analytics Connector.

Installed alongside Tableau Desktop, the Analytics Connector lets you easily author visualizations executing real-time queries against TM1 cubes.

In this webinar recording, we demo the capabilities of this powerful solution. Among the items covered

  • Executing real-time queries against TM1 cubes using the Analytics Connector
  • Creating a Tableau workbook with an IBM Planning Analytics/TM1 cube data source
  • Data source cube design
  • Solution components 

Learn more about the Senturus Analytics Connector.

TECHNOLOGIES COVERED
▼ TECHNOLOGIES COVERED

Tableau, TM1, IBM Planning Analytics

PRESENTER
▼ PRESENTATION OUTLINE

Ken O’Boyle
Solution Architect
Senturus, Inc.

Ken is our lead TM1 Solution Architect in addition to being Tableau certified. He has more than 20 years of hands-on experience architecting, implementing and delivering training for enterprise planning, business intelligence and data warehousing solutions.

PRESENTATION OUTLINE
▼ PRESENTATION OUTLINE

  • History of the Senturus Analytics Connector
    • December 2015 – first release – Tableau connection to Cognos packages with a relational data source
    • July 2017 – version 2 – support for Cognos packages with an OLAP data source
    • April 2018 – version 2.5 – enhancements and configuration options for Planning Analytics/TM1 data sources
  • One TM1 Cube – many Tableau workbooks
    • Why you shouldn’t (re)-create meta-data
      • Time consuming
      • Compromises data integrity
      • Compromises data security
      • Creates data silos
  • Tableau behavior with TM1 Cubes
    • TM1 dimension/alternate hierarchy = Tableau table
    • TM1 named level = Tableau field
    • TM1 measures reporting dimension element = Tableau measure
    • TM1 geographic named level = automatically assigned a Tableau geographic role
    • TM1 dimension with YYYY-MM-DD elements = can be converted to the Tableau date type
    • TM1 aggregate values = returned in Tableau queries
  • TM1 beats Tableau aggregate calcs
    • Benefits of managing calculation logic in TM1
    • TM1 strength is complex cell/slice-level calculations at any level
    • TM1 calculated values are cached and stored in memory
    • Avoids need for long, resource intensive client-side queries
    • Calculations do not need to be replicated across Tableau workbooks
  • Planning analytics cube design considerations
    • Balanced hierarchies with named levels work best
    • Naming – fields sort alphabetically in Tableau
    • Named level = Tableau field
    • Named levels with country, state, city, etc. automatically convert to Tableau geographic roles
    • Elements named as YYYY-MM-DD can be converted to the date type in Tableau to achieve time-based functionality
  • Solution components
    • Cube data source – IBM Planning Analytics /TM1 (v10.2.2 or above)
    • Cognos package – Cognos Analytics BI (v10.2.2 or above)
    • Tableau
    • Senturus Analytics Connector (v2.5 or above)
  • Map visualizations – Tableau detects geographic fields from TM1
  • Time-based visualizations – Tableau can convert yyyy-mm-dd members to date type
  • Server-based calculations — Tableau returns aggregate values from the server
  • Planning analytics /TM1 Cube – cube design impacts Tableau behavior
  • Cognos package – use administration console to create data source connection and package to the TM1 Cube
  • Senturus Analytics Connector – use other databases (ODBC) to connect to TM1
  • Data source setup – TM1 dimensions listed as tables in Tableau