Skip navigation
All Places > Apptio Community Home > Apptio Education Services > Blog
1 2 3 Previous Next

Apptio Education Services

96 posts

Hey all!  I'm going to keep a running list of the Q&As that come up in the CTF R11 to V12 Transition Short Course so we can all learn together.  Cause that's what we do.  ;-)  Check back weekly for possible updates or follow me or Education Services for update notifications.

 

  1. Snapshot – is there anything that replaces snapshot capability other than being able to test in a workspace before checking in my changes?  What if I had a snapshot to capture my project at a moment in time?  Anything?
    Yes! This is one of the intended uses for branches. In addition, you can now (as of 12.2.1) create a branch from any prior checkin in order to go back to a particular moment in time. That is, no need to keep a snapshot hanging around anymore, because you can call up an earlier view of the project on-demand.
  2. Is Data link any different?
    If you are using Datalink 4, there is no difference. And to answer one more common question, DL4 still works even if someone has the target dataset checked out. 
  3. Is there a way to edit an already uploaded table?
    Yes, just check it out, edit, check back in. 
  4. Will we ever see the list of columns in a table in the project explorer pane when clicking the turn down arrow like we do on the master data set?
    The column list should be available on all datasets.
  5. Row count in old data view appears to be gone.  Is there any way to see that information without clicking on each table?
    No.  We are entering a Request for Enhancement for this.
  6. Can we still nest formulas within an if statements?
    Sure, but be careful with it. Due to the way Studio evaluates functions, there is no performance gain from doing this, and it will sometimes actually make things slower.
  7. Are there any new functions that would be the equivalent of “select case” - that don’t exist in 11?
    This is usually the same as multiple or nested “IF” statements. We would be curious to hear if there is a live use case that cannot be accomplished with “IF”.
  8. Right click table contents … show duplicates – is it really missing?!
    “Show unique values” and “show duplicate values” have been replaced by “show values”. This one dialog shows you a list of all unique values by default, along with a count of occurrences of each. Filter the count to >1 to see just the duplicates.
  9. Is inference is completely gone?
    Inference is almost completely gone. It is still used to generate the suggested relationships when you click the light bulb icon on the “data relationship” pane of an allocation.
  10.  What will happen to existing snapshots when they upgrade from  v11 to v12? They become standalone projects.
  11. What happens if you try to promote and either you or someone else has something checked out? 
    1. Promoting takes place in the Staging environment so Development Activities, like checked out documents, does not impact it. 
    2. The only caveat is that when a document is checked in, it is checked into Stage and is calculated at that time. All calculations must be completed before it will let you promote the project to Production.
  12. What file types can be loaded into v12? csv, tsv, xls, xlsx
  13. What if you have people who just load data?  Since they used  to load in "Stage" while devs were working in Dev.... but in v12, if they were loading data, then "devs" wouldn't be able  to work with those files because they would be checked out to the person uploading the data.\
    1. There are ways around that.  The important thing to note is to coordinate their efforts because if one person changed the structure of a dataset, then another person tried to load data in the old format later, it would break.

           Some alternatives if they have to do this:

                     - Ask the dev to check in the one dataset so the new data can be loaded

                     - Use datalink to load the data, since it is not blocked by a dataset being checked out

                     - There are some other options not recommended for regular process but in urgent cases that can be                         discussed individually with your CSMs/conversion teams.
         

 

I will keep adding to the list at the bottom so you can always reference by number and check the end for new info. 

 

HUGE THANKS!! to John Adipietro for most if not all of the answers you'll find here.

 

Related Links: Studio V12 for R11 Experts - Quick Reference Guide 

Are you an Apptian wanting to know the instructor-led course schedule or a customer wanting an easy place to view the schedule in your time zone?  We have a solution!  

 

When new sessions are added to the course schedule we will update the following course schedules: PDT course scheduleEDT course scheduleGMT/BST course schedule and AEST/AEDT course schedule.  The recently added sessions will be orange.

 

You will continue to enroll in sessions in Apptio University and are also able to view the sessions in your time zone there if you have changed your time zone.  Please view step 2 in our FAQ if you have not changed your time zone in Apptio University.

 

If you would like to receive updates for when the course schedule is updated that best fits your time zone please follow the instructions below.

 

            1. Select one of the links above, for example EDT course schedule.

            2. At the top of the document select actions.

            3. Check the box next to following to follow and then inbox to receive a notification when the document is updated.

 

            

 

Please note - if you are placed on a wait list and would like to switch to a different session please email university@apptio.com and we will assist.

 

Apptio Education Services is proud to be the first Accredited Education Provider for the Technology Business Management (TBM) Council. As an accredited provider, we can deliver the TBM Executive Foundation course which prepares participants for the TBM Council's Certified Technology Business Management Executive (CTBME) examination. 

 

The TBM Executive Foundation course provides IT and finance leaders (managers, directors, VPs, CXOs) the essential knowledge for running a successful TBM program and for driving a business transformation within IT. This course teaches the importance of TBM for changing the conversations between IT leaders and their business partners, the tools and disciplines needed for TBM, the key roles in the TBM office, TBM stakeholders, TBM metrics for managing business value, and how to use TBM to improve business outcomes. Course participants have the option of taking a certification examination, to earn the CTBME credential and validate their business acumen.

 

Official TBM Council Course Syllabus: TBM Executive Foundation Syllabus (October 2016) 

 

Length: 12 hours (exact time depends on the delivery format)

 

Delivery Format: Virtual Instructor Led or In Person

 

Audience:

IT, finance or other business professionals who need a basic understanding of the TBM framework and how it may be used to enhance the business value and outcomes of IT spending, resources and investments.

 

IT professionals who work for an organization that has adopted TBM and need to be able to contribute to an ongoing TBM program.

 

Prerequisites:

To earn certification from the TBM Council, candidates must meet a series of requirements before or after successfully passing the certification exam. Refer to the "Certification Prerequisites" section of TBM Executive Foundation Syllabus (October 2016) 

 

Recognition Title: Certified Technology Business Management Executive

 

Price: $1,500 per person for course and examination access.

Note: This course is designed by the TBM Council for IT and finance leaders and is NOT included in the Apptio All Access Education Pass(AAEP) subscription designed for Apptio TBMAs. 

 

Upcoming Sessions:

  • In Person: May 2- 3, 2017, Virginia USA
    • May 2 from 8:30 AM - 5:00 PM ET
    • May 3 from 8:30 AM - 1:00 PM ET
    • CEB Waterview Conference Center
      1919 North Lynn Street
      Arlington, VA 22209
  • Virtual:  April 18-20, 2017, Online 8:00 AM  - 12:30 PM Pacific Time
    • 3 days, 4.5 hour sessions each day

 

Enrollment: To enroll in a session, email education@apptio.com 

Are you an experienced TBMA that is in the process of upgrading to TBM Studio V12 or planning to upgrade in the near future?   Do you wish you could be given an overview of the new environment and then just get your hands on it?!  If yes, then this class was created for YOU!

 

This is a short course designed for experienced TBMAs to gain an overview and some hands on practice in the V12 environment.  We will highlight for you some of the key differences between R11 and V12  and you will be given access to a V12 instance and sample data to practice both during and outside of class, if you choose.  

 

After completing this course you will know how to accomplish the following tasks in the new TBM Studio V12:

  • Access and navigate between the dev, stage and prod environments 
  • Use the new check in/check out feature
  • Navigate the V12 interface
  • Manage data in the tables section
  • Add columns and formulas to your tables
  • Manage time settings in your project and Data tables
  • Access drivers and allocations via the new Sankey model
  • View Reports

 

Length: 2.5 hours (1 day)

 

Format: Virtual Instructor Led

 

Audience: Experienced TBMAs Converting from R11 to V12

 

Prerequisites: To have already mastered the above listed tasks in the V11 environment.  

 

This class moves quickly through basic tasks in the V12 environment.  If you are an AAEP holder and would prefer a slower paced session, you are welcome to attend the 3-day virtual CTF on TBM Studio V12 course available on the Apptio U course calendar.

 

This class is not intended for brand new customers implementing on V12.  New V12 Apptio customers, please attend the 3-day virtual CTF on TBM Studio v12 course available on the Apptio U course calendar as shown in the RTBMA learning plan.

 

Related Links: Studio V12 for R11 Experts - Quick Reference Guide and Running Q&A List from the Transition Short Course

Hi Folks,

I just checked and we have space in our Apptio CTF r11 to v12 Transition Short Course on Monday morning London time. This class is for  TBMAs who have already taken Cost Transparency Part 1 on r11, and are now  preparing to move to v12.  It's a workshop where you'll be introduced to the v12 environment and have an opportunity to build up a CT Foundation project in v12.  This particular session is March 13 at 7am (GMT).  But note there are other sessions below.   AAEP holders can register for these sessions in ApptioU and there are a few spaces available for non-AAEP holders.   NOTE: The times shown are in PST, so be sure to check your local times when you login to ApptioU to sign up.

 

 

Note:

This session is not intended for brand new Apptio users starting with v12, it's meant for folks who took CTF Part 1 in r11 and would just like a couple of hours of hands on with the new version.  If you are new to Apptio and implementing v12 straightaway, you should register for the Cost Transparency on TBM Studio-v12 course

In support of the recent release of Apptio v12.2 and its exciting capabilities,  we here at Apptio University are pleased to announce the addition of a new self-paced course - Admin Console Essentials. 

Apptio's Admin Console allows TBMAs and all users streamlined access to Apptio applications and user management areas. As an everyday user, you'll enjoy a single login page and a single page to access all of your Apptio applications. As a TBMA administrator you'll benefit from a common user management area and easy access to audit logs and usage reports. 

In the Admin Console Essentials self-paced training,  Admins  learn how to edit users, grant access to environments and run reports while all users learn how to login, navigate and change their passwords. 

Take a few minutes, 32 to be exact, to get yourself up-to-speed on the benefits and features of the Apptio Admin Console. View the course by clicking here If you are an AAEP holder and want this course to be recorded in your learner transcript, click here to launch the course in Apptio University.

 

Length: 32 minutes

 

Format: Self-paced

 

Audience: TBMAs

 

Prerequisites: None

 

Recognition Title: This course is an optional course

Hi everyone!  My name is Lauren Vinesett and I am the Operations Coordinator for Apptio University.

 

We are happy to announce that you are now able to complete a survey after completing an instructor-led course.  Once you are in a session you will find the survey under Training materials.  

 

 

You are able to complete a survey for each instructor-led course but we encourage you to complete the survey after Supporting an IT Leadership TBM Review (ITLTR), Cost Transparency: Part 1, and Reporting: Part 1.

Hello everyone,

I wanted to get the word out that there will be some in person sessions of Apptio U classes scheduled for March 14th and 16th around the EMEA User Conference.  If you are near London or are planning to come in for the User Conference, consider signing up for some of these classes.  If you are an AAEP holder you can register via ApptioU, but if you don't currently have an AAEP but would like to attend, you can email university@apptio.com and Lauren Vinesett will get you all the info you need regarding pricing and registration. Below is what we are offering. 

 

Tuesday March 14th - 9:30 am - 5pm GMT

Troubleshooting on Apptio R11

This course is part of the Elite TBMA series  of classes and is based on Apptio R11. You'll get the opportunity to work with others to troubleshoot projects and learn valuable troubleshooting skills that you can apply as soon as you return to work on your own model... register here.

 

 

Thursday March 16th  9am- noon

Workshop: Cost Transparency on TBM Studio v12

This is a workshop intended for experienced TBMAs who are in the process of or planning to upgrade to v12 in the near future. In this session you'll be given a training environment, sample data, and a workspace where you can practice in the v12 environment. You'll be given an overview of the new environment and how things work differently, and then you'll have the opportunity to work on a Cost Transparency project with an instructor available to answer questions and help with troubleshooting.  AAEP holders can register here.

Note: This class is not intended for brand new customers implementing on v12. Those customers should attend the 3-day virtual CTF on TBM Studio v12 courses in the ApptioU course catalog as shown in your learning plan.

 

Thursday March 16th  1pm- 4pm

Workshop: Reporting on v12 for R11 Users

This is a workshop intended for experienced TBMAs who are in the process of or planning to upgrade to v12 in the near future. In this session you'll be given an introduction to the Reporting Studio in r12 and then you'll have an opportunity to practice creating reports in the new environmentvwith an instructor available to answer questions and help with troubleshooting. AAEP holders can register here.

Note: This class is not intended for brand new customers implementing on v12. Brand new customers should take the Reporting in v11/v12 courses offered in ApptioU where you will learn all of the reporting skills.

 

The courses will be offered in the London office

10 Fenchurch Street 5th floor,

London, England, UK

EC3M 3BE

Greetings,

For those of you TBMAs who have already taken Cost Transparency Part 1 on r11, and are now  preparing to move to v12, I noticed Jenny Goodwin has added two more "CTF v12 short course" sessions to her calendar.  These are workshops where you'll be introduced to the v12 environment and have an opportunity to build up a CT Foundation project in  v12.  They are scheduled for Feb 24 and March 9.  AAEP holders can register for these sessions in ApptioU.  The times shown are in PST, so be sure to check your local times when you login to ApptioU to sign up.

 

CtF Short course screenshot

 

Note:

This session is not intended for brand new Apptio users starting with v12, it's meant for folks who took CTF Part 1 in r11 and would just like a couple of hours of hands on with the new version.  If you are new to Apptio and implementing v12 straightaway, you should register for the Cost Transparency on TBM Studio-v12 course

Hi Folks,

We know that some of you v11 TBMAs are in the process of or getting ready to upgrade from v11 to v12.  Are you itching to get your hands on v12?  If so, this is the session for you.  We're offering a workshop for experienced v11 users who want to get some Reporting practice in v12.  Full disclosure - this isn't a formalized class, it's meant to be a workshop. 

 

I'll get you familiar with the environment and show you around a bit, then give you login credentials and a sample report to build.  There will be no step by step instructions and no student guide.  You'll have the opportunity to practice in v12, and ask questions. This session is also good for people who are implementing in v12, but have already taken the  Reporting class in v11.

*Please note, it's not intended for people who haven't been through the reporting classes in v11.

 

You can register using your AAEP.  I've included some screenshots below (Thanks Lauren Vinesett!)

 

 

 

 

 

Looking forward to seeing you there!

 

FYI - We will also be offering some in person v12 for v11 workshops around the user conference in March... so keep your eyes open for that if you are in EMEA and interested...

rhonda

Socialize Apptio

Posted by rhonda Administrator Feb 1, 2017

Drive your socialization effort using the artifacts and templates we provide in these Education Services Launch Kits.

 

 

Apt2Know

 

Or, educate and excite your user community with a custom communication plan and end user education.

 

We will work with you to adjust our proven solution adoption messages into the wording and delivery mechanisms that work best for your audience. We’ll also provide end-user education that you can deliver or have one of our instructors deliver for you.

Click to Enlarge

The Intro to Apptio U course is designed to empower you to fully utilize our Learning Management System (LMS) to get the most out of your All Access Education Pass (AAEP).  Join us and let our world class instructors and our amazing operations team welcome you and set you up for success in your TBM and Apptio learning.

 

This session will include:

• How to navigate in the LMS

• How to locate Learning Paths, register for classes and track your progress    toward Recognized and Elite TBMA status

• How to modify your profile to reflect your current time zone

• How to access Community and create a profile

• How to navigate Community to find Apptio product knowledge bases, forums and news

 

Length: 45 Minutes

 

Format: Virtual, Instructor-led

 

Audience: AAEP Holders

 

I’m happy to announce the release of the IT Planning Foundation series. This 40 minute series of self-paced courses guides you through the workflow and usage of IT Planning Foundation for budget planning, forecasting, spend management, and labor resource planning.

 

You can take these courses here on Community.

 

AAEP Holders: Complete the IT Planning learning plan in Apptio University to get your Apptio U Planner badge. 

TBM Heroes

Hi TBM Heros!

Just because it's the holidays doesn't mean there aren't lots of ApptioU courses available for you.  We have a full calendar of classes every week except the week between Christmas and New Years.  If you happen to have a little extra time in the next few weeks be sure to check the calendar for classes you may have been wanting to take but haven't been able to fit them in. 

 

Here are some of the courses that will be offered this month and the first week in January:

Troubleshooting:  Dec 12,13

Effective Presentations:  Dec 20,21

Reporting Part 1: Dec 13-15, or Dec 20-22

Reporting Part 2: Dec 7-9, or Dec 20-21

CTF Part 2: Dec 15,16

 

We also have a full complement of CTF Part 1, Supporting an ITLTR, and Reporting 1 and 2 classes coming up in  the next few weeks so you should be able to find one that fits your timezone.

 

Just login to the LMS and check out the calendar to find your classes.

 

Thank you for learning with Apptio Education Services!

 

Cheers,
Debbie Hagen

Debbie Hagen's Blog

rhonda

Get Certified

Posted by rhonda Administrator Nov 3, 2016

Click to enlarge

 

 

 

 

The All Access Education Pass (AAEP) is designed to progress along with you and includes two opportunities for industry recognition.

 

Level 1: Apptio Recognized TBMA accreditation

What's Required:

  1. An All Access Education Pass All Access Education Pass (AAEP) Overview
  2. Completion of 50 hours in the RTBMA track.
    • Consists of self-paced and instructor-led courses and examination preparation.
    • View the Learning Plans
  3. Successful completion of the RTBMA online examination
    • A combination of multiple-choice, multiple-response, and true/false questions validating basic TBMA proficiency in five topic areas (TBM, Administration, Data Management, ATUM, and Reporting)

 

What you Earn:

Apptio Recognized TBMAs receive:

  • Recognized TBMA badge on TBM Connect
  • An official Apptio Recognized TBMA logo
    • Can be included in email signature files and posted to social media sites such as LinkedIn
  • A downloadable certificate
  • Listing on the TBMA Wall of Fame
  • Entry into the Recognized and Elite TBMAs forum on Community

 

More Details:

See the Become an Apptio Recognized TBMA blog post

 

Level 2: Apptio Elite TBMA Certification

What's Required:

  1. An All Access Education PassAll Access Education Pass (AAEP) Overview
  2. Apptio Recognized TBMA Accreditation
  3. Completion of the Apptio Certified Elite Technology Business Management Analyst program.

 

What you Earn:

Apptio Elite TBMAs receive:

  • Elite TBMA badge on TBM Connect
  • An official Certified Apptio Elite TBMA logo
    • Can be included in email signature files and posted to social media sites such as LinkedIn
  • A downloadable certificate
  • A plaque
  • Elite listing on the TBMA Wall of Fame

More Details:

See the Apptio Certified Elite Technology Business Management Analyst program.