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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! 

 

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

Audience:
• Reporting analysts with permission to create reports
• TBMAs

 

 

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

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:

 

Enjoy!

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

What this page requires more than anything, in its quest to help you process the valuable information in the Data Management 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 Data Managment 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 you "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?

Hi TBM Heroes,

I've just gotten the video for the Insight Hunting Part Two with Bil Balnave approved.  You can access it here. I truly hope you enjoyed the session.  

 

Sorry but I forgot to hit the record button the second time, so the recording does start after the intro slide where Bill begins recapping the points he covered in the first Insight Hunting session.  If you missed that one, I've provided a link below.

 

 

Link to Insight Hunting Part Two

Link to Insight Hunting Part One

Link to original Event invite

 

Cheers,

Deb

female TBM superhero

 

Tagging some folks who asked me to let them know when it's posted.

Jenny Franklin; Sandra Daniels;Ben Allard

Hi Folks,

If you've finished your Explorer and Navigator Classes and are getting ready for the Exam, you have the option of attending a study session before taking it.  We currently have 4 sessions available on the Apptio U calendar.  Just go into Apptio U and look for Study Session.

 

This isn't a required course, but if you'd just like a refresher before taking the exam or have specific topics you'd like covered these are a great option.  

 

Also, if you took the exam, and didn't pass the first time, you can come to the session and ask questions about the topics you struggled with to be ready for the next try.

 

You can also go to the Course Schedule by Time Zone to see which sessions fit best for you location.

 

Cheers,

Deb

26April_TBM-Talk-Icon.png

Episode 3: Storytelling in the Data Age

 

In this episode, I pass the hosting seat and the mic to Jonathan Strauss who talks with Christopher Davidson about Storytelling in the Data Age. Both passionate about presenting data in ways users and stakeholders can gain great value, listening in on this conversation will help you:

 

 

  • Get out of the weeds of data and config and keep the end reports in mind
  • Understand who is looking at your reports - marry what they want and what they need
  • Determine what to find out from your report viewer before creating the report
  • Iteratively improve your results
  • Avoid some classic gotchas

 

Play TBM Talk Episode 3

Music by http://www.bensound.com

 

Length: 16 minutes

 

Format: Audio Podcast

 

Audience: TBMAs

 

Prerequisites: None

 

Let us know what you think! Add a comment and tell us what other topics you'd like to see featured on TBM Talk.

RTBMA logo 2017

 

Do you want to get your Recognized TBMA title faster?  Then we have a great opportunity for you!

 

In mid June, we're offering the Apptio r11 Navigator classes at an accelerated pace so you can get through them, or finish them up faster. For example, instead of taking three half days to complete Reporting 1 you'd have an opportunity to complete it in one full day virtual session.  Or instead of four 3-hour sessions to complete Apptio Studio, you could complete it in two 5 hour sessions.  These courses are being offered in the EMEA timezone by special request but are open to anyone.  To see if the times work for you, go to the ApptioU Course Schedule by Timezone page and click on your timezone.  The courses are noted as "accelerated".  You can also go to ApptioU to search for a specific course and look for the "accelerated" version of that session.  You do not have to sign up for the entire accelerated series, it's just another option for you to complete some of the courses more quickly.

 

You'll need to be able to commit to longer periods of time in a day for these courses but will not have to dedicate as many days.    

 

Thanks for learning with ApptioU!

Deb

Tim Scammell;Elena Cordova Russ; Fabio Sartori; Stephen Zeronian-Dalley

Paolo Coppa; Cliff Bird; Jenny Goodwin

They were so popular in the past, we've decided to bring back the RTBMA Exam Study Sessions.

 

 

Have you taken all your RTBMA classes, but just haven't gotten around to taking the test yet?  Now you're wondering if you've waited too long and forgotten everything?  

 

Well, if you've been using Apptio, you probably remember a lot of it, but just to ease some test anxiety, we've decided to bring back the Study Sessions that we used to offer.  These sessions are only an hour each and they give you a chance to come to the session armed with questions. Instructors will review important terminology, the types of things that will be covered in the exam and go over some test questions with you.  They will also be able to address your specific course/exam related questions.

 

We currently have two on the Schedule in ApptioU, with more to come if there is demand.

Thursday May 25th, 8am PST

Thursday June 1, 8am PST

 

If you want, go ahead and try the exam before the session...if you pass, you don't need it. If you don't, then you'll have a better idea of what to ask about in the session.

 

Thanks for learning with ApptioU!

Deb