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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

Tableau, TM1, IBM Planning Analytics

PRESENTER

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
  • 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

OPEN