Revenue and Gross Profit analysis is at the heart of what many companies use TM1 for. In this short Workshop Series we will build upon the Nebula Fit GL model we built last year, adding in a Gross Profit cube and relevant dimensions for Customers, Products and Measures, we will check security and build out some reports and more of the CEO’s PAW based dashboard.
This will then set us up to start a rolling Forecast model, which will be the second Workshop Series for 2022, where we will build upon the GL and GP cubes with sales and margin forecasting and, PnL planning. We then will supplement this model with Labour, Capex, Balance Sheet and Cashflow. It will end up quite a model!
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The Reporting workshop shows how we define what we need to build and then how it gets done, incorporating all the tricks we deploy with clients. We have also included in detail, all the steps we go though in the lesson so you can use this as a template to build your own reports.
Workshop 7 takes us deep into the calculation of foreign exchange. We build up how to do FX translation initially in Excel prior to switching over to TM1 and then going through multiple stages of rules to end up with a fully functioning set of rules that satisfy accounting standards.
Relative Time allows us to build reports and embed a place holder for time that updates each month automatically. Year to Date rollups allow us to present YTD values side by side with monthly values in reports. In this workshop we build out both, ready for us to start reporting.
This workshop takes us down the cube creation path and then we walk through how we caret a process that loads the general ledger data. Along the way we encounter problems, like we do in the real world, and work out how to overcome these issues. We finish off with the addition of new dimensions and cube for FX translation before we add picklists to our branch and account dimensions to ensure valid selections by the finance team.
Workshop 4 continues building inside our Nebula Fit model where we discuss the best method to manage dimensions that need to be refreshed each time we load data. We then create three TI's to build the the Account and Branch dimensions and the structure for them that is not available from the source system.
Workshop 3 takes us into modelling with TM1 as we build out four static dimensions. We also discuss continuous time vs having Year and Month dimensions. We then create a TI to build the Time dimension and then create hierarchies (virtual dimensions) for the Time dimension.
Lesson two in the GL Workshop series takes us onto the tools as create two new TM1 models and then add into both of those models a set of standard TM1 Explorers objects that will backup the models and clean out old backups and log files. We also deploy a System Control cube that we will use to manage the model.
This workshop introduces the GL Reporting and Analysis workshop series and takes us through a Design Meeting between the consultant and client. This helps you identify the requirements fo the client before we start to build out the model.