Dynamic TM1 Report Generation & Distribution using

ReportWORQ

December 2016

Maria SzczepaniakConsultant

Jeff Miller Technical Sales Consultant

Introductions

Gadi BourlaProduct & Solutions Manger

Introductions

Audience Poll

Agenda

Who is QueBIT? Define the Business Problem How can ReportWORQ help? ReportWORQ Demo Questions & Comments

Welcome to our Webinar!

This webinar is being recorded. All attendees will receive the video link within 24-hours.

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There will be a Q&A segment at the end of this presentation. Please type and submit all questions as they occur to you in the Questions Box located on the GoToWebinar toolbar.

Follow-up sessions for questions and answers are available, if needed.

About QueBIT

15+ years in business with headquarters in Westchester, NY 100+ employees nationwide with deep expertise in analytics:

75+ TM1 Certified Consultants – Trusted Advisors 20+ years of experience with TM1, Cognos BI & SPSS Expertise across the spectrum of Analytics

900+ successful analytics projects 400+ analytics customers in all types of industries Full Offerings:

Advisory & Implementation Services Managed Services and Training Reseller of IBM Software and Developer of Solutions

7-Years Running: Award Winning Trusted Experts in Analytics Partnerships with IBM & MicroStrategy

The Business Problem

Repetitive Efforts

Time Consuming

Inconsistent Dispersion

Untimely Delivery

Prone to Human Errors

A QueBIT customer since 2012 P&L and Forecasting Reports Sent to 300+ recipients Monthly distribution

QueBIT Products

ReportWORQ allows for dynamic TM1 Report generation & distribution. Users can burst reports via email or to a

SharePoint or folder location. Reports can be in either PDF or Excel

formats.

“Innovation is at the heart of everything that we do at QueBIT…”- Gary Quirke, CEO

ReportWORQ is a member of our FrameWORQ family of products which were created to enhance TM1’s functionality.

Report

ReportWORQ Benefits: Dynamic Report Generation

Report Parameters

TM1 Excel Workbook

Book

AUTOMATE DYNAMIC REPORT GENERATION

ReportWORQ Benefits

Burst to many channels

SharePoint, email or shared folders

End Users Recipients

TM1 & Non-TM1 Users

Supports different formatting

Excel & PDF

AUTOMATES REPORT GENERATION & DISTRIBUTION

What is ReportWORQ?

TM1

TM1 Users

TM1 Admin or Power

User

Other Users

ReportWORQTM1 Reports

AUTOMATES REPORT GENERATION & DISTRIBUTION

Better Performance = Increased Efficiencies

ReportWORQ Demo

Overview of Functions1. Create a Parameter

2. Create a Report

3. Create a Book

4. Specify Recipients

5. Create a Job & Job Step(s)

6. Configure Job Step

7. Save & Run the Job

8. Validate the Output

Work from left to right across the Ribbon

Exploring the User Interface

ReportWORQ Demo

Start the Demo…

ReportWORQ Benefits

Burst to many channels

SharePoint, email or shared folders

End Users Recipients

TM1 & Non-TM1 Users

Supports different formatting

Excel & PDF

AUTOMATES REPORT GENERATION & DISTRIBUTION

Better Performance = Increased Efficiencies

Any Questions?

Get your FREE trial of ReportWORQ!www.QueBIT.com/RW

info@QueBIT.com

Appendix

Exploring the User Interface

1. Create a Parameter What is dynamic about the reports you may want to

distribute?

Exploring the User Interface

2. Create a Report What do you want to distribute?

Exploring the User Interface

Select a Parameter for this Report:

Exploring the User Interface

3. Create a Book Which reports will be distributed?

Exploring the User Interface

4. Specify Recipients Who will receive the report? Specify parameter values to override “global”

parameter settings

Exploring the User Interface

5. Create a Job & Job Step(s)

Exploring the User Interface

6. Configure Job Step

Exploring the User Interface

7. Save & Run the Job!

Exploring the User Interface

8. Validate the Output

Report

ReportWORQ: Reports & Parameters

Report Parameters

TM1 Excel Workbook

Book

ReportWORQ: Recipients & Jobs

Create Book 1S

TEPS

Step 1

Format Destination

Create Book 2

Step 2

Format Destination

Create Book 3

Step 3

Format Destination

Recipients

Recipients

Recipients

ReportWORQ Server Automation

TM1 RecipientsReportWORQServer

Action Button

TI Process: Chore runs a ReportWORQ

Job

WebWORQ or TM1 Web

Enterprise scheduler triggers

ReportWORQ Job

Release Notes

Key Changes in ReportWORQ 3.7 (Oct 2016) Formula Removal Performance Improvements

The "Remove All Formula" and "Remove TM1 Formulas" features, which may be selected when creating Books, have been enhanced to run much more quickly during Job execution.

Dynamic Output File NamesA Job Step that uses our Recipients feature can now support dynamic file names based on the current Recipient name.

Microsoft Excel VBA SupportDuring Job Execution you can now have ReportWORQ execute Microsoft Excel VBA macro code to further customize your reporting output. For example, you can use the power of Excel VBA to resize columns and rows, apply other sheet and cell formatting and even hide empty rows in your reports.

QueBIT Products

WebWORQ 16: Enables the creation of customized web applications and dashboards built on top of TM1 to enhance end user web experience

ReportWORQ: Allows for the dynamic generation &

distribution of TM1 Reports (bursting via Email, SharePoint, etc.)

ControlWORQ: Custom interface provides journal entries, intercompany reconciliations and automated eliminations within the IBM TM1 Solution

CloudWORQ: A cloud-based financial planning and analytic solution that enables customers to use all the benefits of TM1 without the cost or overhead of owning an on-premise environment

Trusted Partners

Planning & Budgeting Measuring & Monitoring Performance Reporting & Analysis BI & Predictive Analytics

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