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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 R12 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 R12  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 R12


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




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.





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


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!


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!


So how the heck does Apptio get the right values into Cost, Budget and the other models?  


This is a question I get asked a lot.  In fact, I just received an email today about it after my CTF Part 1 on V12 class so I thought I'd write it up here where I could reuse and re-purpose.  


So the simple answer is "Apptio does a lot of it for you and it's based on the drivers and allocations" but let's see if I can break it down a little.  I'm using v12 for reference here but this information is pretty much true for v11 also.  The difference is in the way it's visualized.


For the Cost Source Object, it's in the Unit Drivers. If you look at the Driver formulas for the Cost model, for example "OpEx Variable"

Here, we can see that the Cost Source object in the Cost Model is supplied by the OpEx Variable Unit Driver, and the OpEx Fixed Driver.  We separate those out because we want to be able to look at variable costs separately because those are potential spend levers we can move.  Unit drivers bring value to an object from the data, so if we drill into the OpEx Variable driver... we can see the formula that tells Apptio where to go to get the values.  The formula says "Go look in the Cost Source Master data... and check the Expense Type Column for a value of "OpEx" AND the Fixed Variable column for a value of "Variable"  any time BOTH of those are true... give me the value in the Amount column. But if either of them aren't true.... give me a 0."  In other words, only pass the value for rows that meet both criteria.



If we look at the formula for OpEx Fixed.... we see it's only returning the amount when Expense Type = "OpEx" AND Fixed Variable="Fixed".  You can see that the table even displays the results where the values were both true... Compare it to the OpEx Fixed value up above.



Now, if you look at the OpEx Budget Variable Driver in the Budget model....

You can see that this driver formula is looking for values of "OpEx Budget" in Expense Type and "Variable" in Fixed Variable....  All the data is contained in the master data sets... The driver formulas tell it where to find the right value rows.




Next if you move on to the allocations... such as Cost Source to Labor... whether you use the OOTB(Out of the box) allocation strategy,  or define it yourself, the allocation specifies to which model or models it applies.  This screenshot is using the OOTB allocation... you can see its applied to Cost, Fixed and Variable metrics.



But when I look at the Budget model... this allocation is by default applied to the Budget Model metric. 


So the answer to the question "How does Apptio know which dollars go in Budget and which go in Cost?"  is it's all based on the Drivers, both Unit Drivers and Allocations.  And the Default drivers actually do a pretty good job of getting the money into the right place following best practices.  However you can change the allocations if needed to better support the data that you have available. 


Tagging my most recent class on this one since the question came from one of them.. but I hope many of you find this useful.

Ana Duarte; Karen Lim;Deborah Catrine del Castillo; Jeanette Boström; Lars Peterson;Nick Reagan;Trent Young;Jeremy Finn;Patrick Mulcare



Debbie Hagen


Recognized TBMA (RTBMA) is the first step toward becoming an Apptio Certified Elite TBMA (ETBMA). 

RTBMAs complete 50 hours of self-study, instructor-led courses, and hands-on practice followed by an online examination to validate they have foundational TBMA knowledge. 


AAEP (All Access Education Pass) holders are invited to pursue the title of Apptio Recognized TBMA



The necessary course of study for an RTBMA is divided into two segments and is always visible from the Apptio University Learning Path.


The first segment, titled Explorer is comprised of self-paced, introductory Apptio and TBM courses. 




After completing these courses, you will automatically earn the Apptio University Explorer badge and gain points to increase your level on Community. This badge will be visible on your TBM Connect profile.



After completing the Explorer courses, you're ready to continue to NavigatorThe Navigator segment includes a blend of best practice and product related study. Some of the content you can consume at your own pace and other courses require that you participate in our virtual classrooms where you’ll have access to outstanding instructors and get hands-on practice using Apptio. When you complete these courses, you’ll earn the Apptio University Navigator badge and gain more Apptio Community points.


After completing Explorer and Navigator, you're eligible to attempt the online examination.


What is the RTBMA exam like?

The Apptio Recognized TBMA examination is a combination of multiple-choice, multiple-response, and true/false questions designed to validate that you possess knowledge in five foundational areas:


TBM Administrator

  • Explain at a high level the purpose of the Apptio suite of products and how they support TBM
  • Understand the Apptio licensing structure and how to stay compliant
  • Interact with Apptio support
  • Communicate the ongoing value of TBM and Identify the core principles of TBM
  • Describe key IT Operations terms and concepts
  • Describe key financial statements such as the balance sheet, income statement
  • Collaborate with IT and Finance execs by Identifying the relationship between financial processes, IT processes, and TBM
  • Manage Apptio users


  • Explain at a high level the TBM Hallmarks of Success
  • Identify the importance and benefits of TBM Governance and the recommended steps for establishing a TBM Office
  • Identify the benefit of and process for creating a TBM Roadmap

ATUM Model

  • Identify the importance of the ATUM Model Structure
  • Identify the components of the ATUM Model
  • Stay ATUM compliant
  • Configure new components to model

Data Management

  • Troubleshoot a model including finding lost dollars and identifying variances
  • Configure, manage and promote projects in Dev, Stage, and Prod
  • Use formulaic logic
  • Create and/or review/understand allocations
  • Validate and review data
  • Load data effectively
  • Run data quality reports
  • Understand inference
  • Map data to data sets and manage data sets
  • Add/edit custom columns
  • Understand and create transforms
  • Interpret object identifiers
  • Define and Gather needed data
  • Use audit log


  • Identify types of OOB reports and how to locate them
  • Understand the performance implications of reports
  • Interpret and analyze a report
  • Create reports / dashboards to meet business user requirements
  • Understand and properly define report settings


Consistent with industry technical certification practices, every candidate will not receive every question from the examination pool and the examination pool will evolve over time. Most exams will have around 50 questions and can be easily completed by a candidate who is prepared in under 2 hours. Passing scores will vary based on question weighting and ongoing analysis. Candidates should not focus on earning a minimum passing score, but should instead strive to achieve the competencies noted above.


What happens when I pass the exam?

When you successfully complete the examination you will be awarded with the title of Apptio Recognized TBMA 20xx where xx = the calendar year in which the title was obtained.


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


What happens if I do not pass the exam?

You will receive your examination score immediately after submitting your exam. To assist with further study, the final score includes a breakdown of your performance in each of the 5 competency areas noted above. After 2 attempts, your exam access will be revoked. To have your access re-initiated email If 30 days have passed since your last attempt, the Apptio University help desk will gladly reinstate your access. You may attempt the exam a total of 2 times within a 30 day period.


If I earned the title in a previous year, how do I upgrade to the current year?

See the information here Keeping your RTBMA or ETBMA title current 


Can I attempt the exam or earn the title without an AAEP?

The body of work created to prepare individuals to be successful TBMAs along with the examination that validates knowledge, is made possible by and is a benefit exclusively of the AAEP program.


I have an AAEP but I’m very experienced and don’t think I need to take all of the classes that lead to the exam. Can I skip them?

We highly recommend attending formal education but will consider exceptions on a case by case basis. For consideration, please email, note the courses you would like to skip and the Apptio sponsor who can vouch for your equivalent experience.


I still have questions, how can I get answers?

Leave questions right here in the comments and we’ll make sure to respond.


I think I might do this. Should I go for it?

Yes! Education Services is here to support your success and recognize you for your achievements. All you have to do to get started, is earn your Explorer badge. When you earn the Navigator badge, you’ll automatically get access to the exam and can take it whenever you like.


Update your TBM Connect status to let us know you’re pursuing the Recognized TBMA title. We want to cheer you on! 

Fallout happens. You've carefully configured your allocations. You've systematically searched for gaps in your data. However, you still have values that do not allocate correctly to another object in your model.  

Model Fallout in V12 - Identify, Locate and Remediate  takes you step-by-step in your fallout hunt.


Kevin Orme, Apptio CS Delivery Consultant, walks you through the necessary high level and detailed steps to find fallout, build a fallout report that you can utilize for your entire model, and discusses the valuable insights he has gained in dozens of Apptio implementations. First hand experience that will benefit you as you build your model and encounter fallout along the way.


View the course here: Model Fallout in V12 - Identify, Locate and Remediate


Length: 60 minutes


Format: Backpack - a self-paced class that includes all the resources you need to identify, locate and remedy fallout.


Audience: TBMAs


Prerequisites: None

In Reporting Part 2, we will teach you how to create your own Master Report.  This is both VERY cool and helpful but what if you just want your new report to look like it "belongs" to a current "out-of-the-box" collection?  You can do that too!  You just need to know how to apply a master report and what they are called.  


To Apply an Existing Master Report

Begin in the report and in Edit mode

  1. Click Author
  2. Click Master
  3. Click the Master Report you would like to apply.


NOTE: All Cost Transparency Master Reports begin with SC in their name (this stands for Service Costing) followed by the name of the collection.



To Remove a Master Report

Follow the above steps but Apply "None" which appears at the bottom of the list of options.


Add a Report to a Collection

Now your reports will look like the belong to that collection!  If you're wondering how to get your report to show up in that existing collection, then come to Reporting Part 1 class! ;-)


Really, if you don't know, it is in the Reporting Part 1 course but I'll tell you here too... click Author, then Collections, then the name of the collection to which you would like it to be added. BAM!  There you go.


:-) Let me know if you have questions!



Apptio University is pleased to announce the release of the IT Benchmarking Learning Plan. These courses will allow you to dive deeper into configuring and using IT Benchmarking to compare, investigate, and track actuals against benchmarks. In these self-paced courses you will explore:


How to Configure Interactive Benchmarking:

  • Auto Upload Actuals from Cost Transparency
  • Manually Input or Override Actuals
  • Overview of non-US Currencies
  • Using non-US Currencies


How to Configure Benchmarking in Cost Transparency:

  • Download Benchmarks from Interactive Benchmarking
  • Upload Benchmarking
  • Map Cost Pools
  • Map Towers
  • Map Sub-towers
  • Map Units of Measure


How to Use IT Benchmarking:

  • To Compare Industry Benchmarks
  • To Compare IT OpEx Benchmarks
  • To Compare Infrastructure Benchmarks
  • To Investigate Infrastructure Benchmarks
  • To Track Progress Against Infrastructure Benchmarks


Length: 65 minutes


Format: Self-paced 


Prerequisites: None

Recognition Title: Upon completion of the IT Benchmarking courses and assessment, you will be awarded the IT Benchmarking badge. 


Special thanks to Julianne Maila, Venky Krishnan, and Michael Epstein who served as subject matter experts and guest instructors for this series.  

I know, "GetsLastFilterValue" may not sound exciting but I'm going to tell you why it IS!


When reading a report, don't you just love having the ability to drill into the details of a value in a table.  You know, like when you noticed that your Texas Data Center is over budget and so you click Beaumont,Texas to see the Cost Pool breakdown report filtered by that data center location.  There you can see that External Labor is over budget so you drill in deeper to see why... BINGO!  It's because of blah, blah, blah.  LOVE.THIS.STUFF.


Ok, call me a geek - you know you love it too.  Anything that can help you figure out what's going on with your spending. So what if in the header of the report it also told you what you had drilled into?  That way, when the phone rings or someone walks into your office and then 15 minutes and 3 topics later, you're back to looking at your report wondering to yourself, "Okay, now what was doing?"  With "<getslastfiltervalue>" you can see!  Right there at the top of the report, "Oh yeah!  I was looking at Beaumont, Texas, External Labor account details... look at me figuring out to the detail why we're over budget.  I'm so smart."  ;-)  (positive self talk is good people!)


So here's the deal.  In our Reporting Part 2 course, we build 3 reports and create drills from a table in the 1st report which filters the 2nd report and you can then drill deeper from the 2nd report into the 3rd report.  We teach how to add dynamic information in the HTML title to display the value the report viewer JUST drilled into.  The thing is that this technique does not work (in the same HTML component) to put the 1st drilled value (location) on the 3rd report.  SOOOO, some of my students and I were left with the question "How to do we show not only what Cost Pool has been drilled into but also the Location?"  


The answer?   <%=getlastfiltervalue(dataset name.column name)%>


Click the image below to see in detail what I'm talking about.  If you have questions, let me know here!

If you're wondering how to get Cost Pool on that 3rd report... come to class! ;-) 

Apptio University is excited announce the release of the Bill of IT – Showback and Chargeback series of courses. These courses teach TBMAs, and other roles who touch the Bill of IT process, the basics and benefits of Bill of IT, the differences between a showback and chargeback process, the Bill of IT types, and the roles involved in the Bill of IT process. Through graphic, interactive slides, participants are guided through these self-paced courses, where they determine which roles and parts of the road to Bill of IT they want to explore.

I’m Alison Pumma, Apptio Education Services Sr. Instructional Designer, and I had the pleasure of working with our Sr Director, Product Marketing, Patchen Noelke, Director, Product Management, Robert Booher, and Application Engineer, Jared Howell during the development of these courses. Together, we have created a series of interactive and engaging courses that are designed to improve your Bill of IT knowledge, build awareness of how roles in your organization interact, and familiarize you with Bill of IT reports and functionality.


To find the Bill of IT Learning Plan, go to Apptio University.


Length: 2 hours total length (one 16 min Introduction, thirteen 7-10 min role-based courses)


Format: Self-paced


Audience: Roles involved in the Bill of IT process (TBMAs, IT Finance, Business Relationship Managers, Business Consumers, Corporate Finance, Service & Product Owners, Executives)


Prerequisites: None

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.
  14.  Is there a place to add info about formulas and the business reasoning for them?  

                     -At this time (April 2017), notes are not available.  This is expected to be added in the future.

                     -The notes in your existing R11 projects will still be associated with your data in v12 but will not be visible                         until later when notes are made visible. 

15.  Can we still paste data to create a table?

                     Not directly.  Instead you can paste your data into Excel or a text file and bring your data in that way. (I'll                      add a bit more detail on options for bringing it in later today - unless someone adds in a comment before I                      get back!)



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