Users

tips for

perspectives
server explorer
cube viewer
tm1web
planning manager


cube viewer tips

columns width
when you have a view with a lot of dimensions viewable, it happens that most of the screen estate is consumed by the dimensions columns and you find yourself scrolling a lot left and right to read the data points.
To ease that problem:
.choose the shortest aliases for all dimensions from the subset editor
.choose subset names as short as possible
.uncheck the Options->Expand Row Header


Excel/Perspectives Tips

. to reduce the probability of crashing your Excel, disable Automatic Calculation : Go to Tools->Options-> Calculation Tab then click on the Manual button
You can use:
F9 to manually refresh all the open workbooks
Shift F9 to refresh only the current worksheet
F2 enter (edit cell) to refresh only 1 cell

In TM1 9.4.1, the spreadsheets will recalculate automatically when opening a workbook, or changing a SUBNM despite automatic calc is disabled.
From the Excel top menu, click Insert->Name->Define
.In the Define Name dialog box, input TM1REBUILDOPTION
.Set the value in the Refers to box to 0 and click OK.


. avoid multiple dynamic slices on several sheets in a workbook if you can, otherwise Excel becomes quite unstable and some references might get messed up
. if you are getting the e10) data directory not found error when loading Perspectives, you need to define the data directory of your local server even if you cannot run one.
Go to Files->Options and enter a valid folder in the Data Directory box. if that box is greyed out then you need to edit manually the variable in your tm1p.ini stored on your PC.

DataBaseDirectory= C:\some\path\

Alternatively you can modify the setting directly from Excel with the following VBA code:
Application.Run("OPTSET", "DatabaseDirectory", "C:\some\path")


Which TM1 version are you on?

publish views

Publishing users' view is still far from a quick and simple process in TM1.
First, the admin cannot see other users' views.
Second, users cannot publish their own views themselves.
So publishing views always require a direct intervention from the admin, well not anymore :)

1. create a process with the following code
in Advanced->Parameters Tab
Parameters Cube, View, Overwrite (all String type)
parameters publish view
in the Advanced->Prolog Tab
prolog publish view

if((ViewExists(Cube,View) =0) % ((ViewExists(Cube,View) =1) & (Overwrite @= 'Y')));

#get UserName
If(SubsetExists('}Clients','WhoAmI') = 0);
SubsetDestroy('}Clients','WhoAmI');
Endif;
StringMDX = '{TM1FILTERBYPATTERN( {TM1SUBSETALL( [}Clients] )}, USERNAME )}';
SubsetCreatebyMDX('WhoAmI',StringMDX);
User=SubsetGetElementName('}Clients','WhoAmI',1);
SubsetDestroy('}Clients','WhoAmI');

#copy view to public space
TM1Path='E:\TM1Data\TM1Server\';
Query = 'cmd /c mkdir '| TM1Path|Cube |'}vues';
ExecuteCommand(Query,0);
Query = 'cmd /c copy "'| TM1Path|User| '\'| Cube |'}vues\'| View |'.vue" "'| TM1Path|Cube |'}vues\'| View |'.vue"';
ExecuteCommand(Query,0);

#unload cube first to reload vues
CubeUnload(Cube);

Else;
ItemReject(View|' view in '|Cube| ' Cube already exists');
Endif;

2. change the TM1Path and save
3. in Server Explorer, Process->Security Assignment, set that process as Read for all groups that should be allowed to publish
Now your users can publish their views on their own by executing this process, they just need to enter the name of the cube and the view to publish.



The code in the above Prolog Tab can be replaced with these 5 lines:

if((ViewExists(Cube,View) =0) % ((ViewExists(Cube,View) =1) & (Overwrite @= 'Y')));
PublishView(Cube,View,1,1);
Else;
ItemReject(View|' view in '|Cube| ' Cube already exists');
Endif;

That's it :) Thanks to the anonymous reader (please register if you want to be credited) for the suggestion.


subset editor

tips for the subset editor

to display consolidated elements below their children: View -> Expand Above



to get a faster response from the subset editor, disable the Properties Window
View -> Properties Window
or click the "Display Properties Window" from the toolbar


to add one or more elements in an existing subset without recreating it:
from the subset editor
- Edit->Insert Subset
- Select the elements
- Click OK to Save as private Subset1
now Subset1 is added to your existing subset
- Expand Subset1
- Click on the Subset1 consolidation element then delete
you can now save your subset with the new elements


tm1web

. to get cube views to display much faster in tm1web: subsets of the dimensions at the top must contain only 1 element each

. clicking on the icons in the Export dropdown menu will have no effect, only clicking on the associated text on the right "slice/snapshot/pdf" will start an export


tracing TM1 references

Homemade TM1 reports can get quite convoluted and users might get a hard time updating them as it is difficult to tell where some TM1 formulas are pointing to.
The excel formula auditing toolbar can be useful in such situations.

.right click next to the top bar to bring up the bars menu
.select auditing bar
auditing

.tracing arrows to highlight precedents
precedents
or dependents
dependents
example:
arrows

Quite useful to get the scope of a cube or dimension reference in a report or to see which elements a DBRW formula is made of.