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Apptio Education Services

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Get your hands dirty. Go ahead, you know you want to. Time to roll up your sleeves and dig into Apptio. In Data, Model and Report Validation in V12 your instructor will help you substantiate report results, model allocations and data authenticity. 


By utilizing a repeatable process, this course will help you locate and remedy some common (but not easy) breaks in your projects. You'll start in reports and work your backwards through the Apptio model and ultimately locate the problem. Be careful, that is not the process! You will have to attend the class in order to learn the steps in between. 


Upon completion of this course you will be able to:

  • Review the input of a model and check for missing or incomplete data
  • Review the allocation strategy used to move cost from the source to the target object and locate inconsistencies that prevent correct allocations
  • Verify all relevant fields in a report are correctly populated


You will also learn several tips and tricks that will enhance your daily use of Apptio.


Length: 3 hours


Format: Instructor led webinar






Introduction to Cost Transparency

Reporting Essentials

Ready to start creating reports?  In Creating Reports to Defend Your Numbers, you will learn how to locate and build reports in TBM Report Studio.


This course is all about using Apptio to respond to requests that you, the TBMA, might get from your company stakeholders. First, you’ll learn how to use the AVE (Apptio Value Explorer) to find answers in Apptio’s standard report collections.  Next, you will use the skills learned in Reporting Essentials to build custom reports that address specific questions from your IT leaders.


Upon completion of this course you will be able to:

  • Explore the Apptio Value Explorer to locate a report that answers a stakeholders request
  • Gather necessary information to build a custom report
  • Use TBM Report Studio tools and features to build a custom report


Length: 3 hours


Format: Instructor Led


Prerequisite: Reporting Essentials 


• Reporting analysts with permission to create reports



Special thanks to Maha Ramachandran and Debbie Hagen and for their contribution to the development of this course.  


Ready to start creating reports?  In Reporting Essentials you will learn how to build reports in TBM Studio by creating a storage cost report for a fictitious IT Finance Manager. 


This course will help you plan your reports by identifying your target audience, understanding the type of report you want to create and the value it will add, and focusing on metrics that matter. You will learn how to lay out your report and the best practices of data presentation.


By completing the course you will be able to create reports with the following technical features:

  • Tables
  • Charts
  • Sparklines
  • Filters
  • Slicers
  • Column pickers
  • Quick pivots
  • Group boxes
  • HTML headers
  • Tabs
  • KPIs (with directional arrow)
  • Overlay charts
  • Drill to (Pop outs)
  • Master Reports


You'll also learn to change the colors displayed in a chart, use project-wide vs component-specific colors, and add reports to existing report collections. 


Length: 1.5 hours


Format: Self-Paced

• Reporting analysts with permission to create reports



Special thanks to Debbie Hagen for her contribution to the development of this course.  

I'm pleased to announce the release of the Advanced Data Management in TBM Studio v12 course in Apptio University.


Join guest instructors Christopher Davidson and Micah Boomer as they share their experience and best practices around managing data in Apptio. In this course, you'll explore:

  • Database relationships
  • Advanced data transformation
  • Documenting data sets
  • Data versioning
  • Hybrid tables
  • Ways to improve your data cleanliness


Length: 1 Hour


Format: Self-paced 


Prerequisites: Introduction to Cost Transparency v12 suggested


Recognition Title: This course fulfills a requirement for the v12 Elite TBMA (ETBMA) Certification. 

And now for some v12 magic.

In v12 you can click on a column name in the Formulas area and it highlights the respective column in your table... 

You can also click in the Column header, and it highlights the column and formula up at the top in your formulas bar.  I wished and wished for this relationship in R11.  It makes my life so much easier in v12.



Well done engineering!

Here is a link to a trick you can use if you are using R11  or in any other table view in v12. Use your browser find option to highlight the values you are looking for. 

Hello TBM Heroes!

I've been using a great trick lately that someone showed me ages ago and darn if I didn't forget about it. I've recently rediscovered it.  Did you know you can use CTRL+F when you are in Apptio to help find the columns or values you are searching for instead of scrolling back and forth through a screen full of columns?


Just do this.  When you are in Apptio (this works for R11 and v12), just use Ctrl+F to bring up the Find search bar. Depending on your browser it may be near the top or the bottom of your screen.  Enter the value you want to find in the Find bar and it's highlighted through your formulas and your table.






Also, here is a link to a cool trick I've been using when troubleshooting or validating my formulas and tables in v12.

v12 linkage between Columns in Transform Pipeline and in Data Tables 

Do you know this guy?  


There’s a chance you’ve already spotted him. This TBM Superhero gets around. He sits next to monitors. I've seen him on a Christmas tree, riding down the highway in St. Louis and there’s definitely at least one picture of him at CrossFit. Essentially wherever a Recognized TBMA is using his or her skills to improve IT costing, billing or planning, this little TBM mascot can be found, just in the wings, being strong and encouraging.



He’s the perfect listener. He doesn’t judge, He lets you mumble about the model and squeeze him over allocations, while constantly holding that little smirk because he knows you’re brilliant and you’re going to figure it out. TBM Hero already stands quietly on the desk of select RTBMAs all over the world and if you pass the exam by the end of September, he’ll stand next to you too.  


We know you might want this guy even more than the title, it’s okay.  


What's that you say?  You have already earned the RTBMA title but you don't have a TBM Superhero Guy mascot yet?We can take care that!  Just post your name in a comment below by end of September then go make sure your mailing address in your Community profile* is correct and we'll hook you up! 


*addresses in your profile are only visible to Community admins and we won't share it, we promise!




Thanks to TBM Superhero Guy co-author Rhonda Keller.

Are you just getting started with Cost Transparency and are responsible for the day-to-day administration?  The CT Administration course introduces TBMAs to the administrative functions necessary to sustain Apptio environments.


Modules in this course include:

  • Intro to Apptio Studio
  • Intro to Time


You will also view tutorials on how to:

  • Lock and promote projects
  • Check in and check out documents
  • Create branches
  • Enable time


Length: 1.5 hours


Format: Self-Paced


Audience: TBMAs 


Special thanks to Jonathan Strauss, Phaderika Evans, and Kelly de Bartok for their help in creating the tutorials in this course. 

What this page requires more than anything, in its quest to help you process the valuable information in the Configuring Your Model and Allocations in V12 class, is that rare talent - TBMAs - to start discussions or to share their experiences that work, that grow TBM understanding—big ones, small ones, medium-sized ones, sustainable ones.

We ask you to share the  “A-ha!” moment that solidified your decision to begin the Configuring Your Model class. Or maybe the "A-ha!" moment that occurred while you were taking the class. Maybe even the questions you still have that will lead you to your "A-ha!" moment. 

Your  responses consistently floor us. Never is there a prouder moment than when the student surpasses the teacher. Your stories amaze us, and the number of times this happens on Community is simply overwhelming.

It is the Education Services team's hope that posting your story and reading those of others will leave you inspired. Are you ready?


As a TBMA, how can you help your IT leaders as they prepare for a monthly Technology Business Management (TBM) Review? The answer lies in boosting your confidence in: 

1. Knowing your users

2. Connecting users to reports

3. The TBM Review 


In the Cost Transparency Reports and Users class (formerly titled Supporting ITLTR), you'll get to engage in a variety of activities to help you learn how Apptio reports support your IT leaders’ business decisions. You'll eavesdrop on a Monthly Business Review in session, meet and observe Ciara CIO, Faye IT Finance, Ian I & O, Alex App/Service Owner, and Bruce Business Relationship Manager and have opportunities to dig into Apptio reports designed for each of these user types to find and interpret information they need.


Length: 3 hours (1 day)


Format: Virtual Instructor-Led


Audience: TBMAs


Prerequisites: None


Recognition Title: This course, formerly titled Supporting an IT Leadership TBM Review (ITLTR), fulfills a requirement for the Recognized TBMA title.


Special thanks to Apptio University Sr. Instructor, Jenny Goodwin for her helpful reviews, edits, and expertise during the development of this course. 


As a special bonus, here is the video we use in class that lets you eavesdrop on an example TBM Review in session. Feel free to share the video with your colleagues to help spark conversation and learning! 

Hi TBM heroes,

If you've waiting to get into a Troubleshooting class we have one on the schedule later this month that isn't full.  It's scheduled for July 19th and 20th in the America's timezone.  We've had a lot of TS classes in EMEA and AsiaPac timezones recently so it's time for one that's friendly to the Americas.  As always, anyone is welcome to join!  Just register in Apptio U.  

Note:  Even though this is considered an Elite course, you don't have to be an   

to take it.  As long as you have completed the prerequisites, the course will be unlocked for you. 


TBM Superheroes


Recognized and Elite TBMAs

Note:  In the comments below this blogpost we've added the steps for getting similar information from an Apptio v12 project. 

In class I'm often asked whether there is a report I can extract that will show me all the data sets I've loaded as well as additional details about those data sets, such as what category I've placed them in, and what data source that data came from.  In this blog post I'll show you how you can extract a report that you can use to document both the data you've loaded, and the specific details in which you're interested.


The Overview tab contains lots of useful information about the data sets that you have loaded, such as the name of the data set, when it was created and updated, the Source System, and Category... unfortunately, when you view it in the overview tab, you're only seeing it for one data set at a time. Suppose you'd like to extract all this data for every data set in your project...



To do this, start in the Data Pane on the left side of your Data Tab in Apptio and right-click on any of the column headers and from the shortcut menu choose Show/Hide Columns...



In the Show/Hide Columns dialog box... choose the columns you'd like to extract. They will be temporarily added to the Data Pane.



Next, right-click in the data pane and choose Open In Excel from the shortcut menu, and Export to Excel. This will either download an excel file or launch excel depending on your settings. 

The Excel file contains all the column data for all of the data sets in your project, including system generated data set and transforms.



There you have it.   Documentation on all of the data sets contained in your project.  Thanks for learning with Apptio U.


Debbie Hagen

The Sharpen your Visual Communication Skills and Wow your Apptio Users took place Thursday, June 29th and was a great success!


You can find the video recording here: Visual Communication Skills Webinar (80 min)


There are also to templates available for download:



Visual Communication Skills Webinar (80 min)

Modeling and Allocations. If data is the gasoline that runs the Apptio engine then the model and allocations ARE the engine. Without an engine, your car, obviously, would not move. You'd have a huge paperweight. The same with your Apptio model and allocations. Without them you'd be stuck simply staring at your data while it collects dust. 


Configure Your Model and Allocation in v12 allows you to view as much or as little of the materials as you wish.

Need a short primer on how to access the powerful modeling capabilites in V12? Yes, you can do that.

Want to learn how to use the model reports to trace values through your model?? Yes, you can do that too.

Are your modeling skills not as strong as you want? We've got you covered. 


Configure Your Model and Allocations in v12 is a Backpack course. Remember that backpack from college? How chock-full it was? The same with this Backpack.  We have gathered as many resources as we could and curated them in one location. We want you to have easy access to everything model and allocation related. We have combed through Community. We have cross-referenced Apptio University. For your convenience, we have unearthed ALL relevant  resources and stored them in one place. No more searching. Just a few clicks to your answer.


Go ahead, start the engine. Maybe you want to start off slowly. Maybe you want to floor it. The choice is yours. You have the tools necessary to keep your engine running at peak power and efficiency.


View the course here: Configure Your Model and Allocations in v12 


Length: If you view and complete ALL materials - about 8 hours. If you choose to view only small chunks - you can spend only 2 minutes. It's up to you.


Format: Backpack - a self-paced class that includes all the resources you need to configure and maintain your Apptio model and allocations


Audience: TBMAs


Prerequisites: None

Data. It's the gasoline that runs the Apptio engine. Just like when you started driving you needed to learn where the gasoline goes to run the engine. You needed to learn the best place to go to get the gasoline for your car. You needed to learn what kind of gasoline goes in your car. Ok, ok. I think you understand the metaphor. Data is important to how your Apptio model will run.


Data Management in v12 allows you to view as much or as little of the materials as you wish.

Do you only need a quick refresher on how to add a formula to your data? Yes, you can jump in and find that.  

Do you need to see the latest features in the most current version of Apptio? Yes, we have you covered.

Do you want to have exhaustive knowledge of everything data related? Yes, you can spend hours here. 

We have combed through Community. We have cross-referenced Apptio University. For your convenience, we have unearthed ALL relevant data-related resources and stored them in one place. No more searching. Just a few clicks to your answer.

Data Management in v12  provides you with all the resources to understand, upload, and improve the data in your model. In other words, you can find the gas station, fill your car up and start driving. Don't worry though, you won't get a ticket here -  you can put the pedal to the metal and quickly get to your destination


View the course here: Data Management in v12


Length: If you view and complete ALL materials - about 8 hours. If you choose to view only small chunks - you can spend only 2 minutes. It's up to you.


Format: Backpack - a self-paced class that includes all the resources you need to effectively manage your data in Apptio


Audience: TBMAs


Prerequisites: None