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You've heard about the TBM Taxonomy. You're even familiar with its layers. But do you get "bogged down" in the multitude of terms, definitions, and their place within the taxonomy?  If you answered yes to this question, we have a solution for you--TBM Taxonomy Flashcards! This tool allows you to quiz yourself on TBM Taxonomy terms and definitions, while giving you a visual representation of where the terms belong within the layers of the taxonomy.  So follow the link, and get to flipping! TBM Taxonomy Flashcards

Hi TBM Heroes,

This question came up in class quite some time ago and I can't remember now who asked it.  Anyway, it took me a while to find someone who knew the answer but I finally tracked it down.  I tried to find the asker in my notes and email but was unsuccessful.  Hopefully though you are following me and will see that I didn't give up on getting you an answer. 

 

The question was related to an unusual menu option in one of the OOTB reports. This Tabbed table is in the OOTB Application Review report.  About halfway down the page.  Notice that rather than Size and Position, the right click menu shows an option to "Change Size" . A student in class was curious about where that option came from and why it doesn't exist in other places. 

  

 

So it turns out that it's related to the group settings,  The tab with the unusual menu item is nested inside a larger grouping component and that grouping component is set to use dynamic layout.  When you have nested components inside a group that used dynamic layout, you won't get the option to specify the position of the item in the group, so it changes the menu to only offer a sizing option.  

If you drag the tab component outside the group (not the easiest task since there are a lot of layers in this report) you can see that once it's outside the group the tab component once again has the Size and Position option.  It's no longer controlled by the rules of the group. 

 

 

Michelle McGuire - was it you who asked me about this? 

Rhonda Keller and Debbie Hagen join us to discuss the ETBMA Case Study. Curious about the following? Then take a few minutes to listen to their insights.

  • What happens when a case study is submitted?
  • What are the review standards for a case study submission?
  • Why do some case studies stand out to the review board?
  • Are there any tips or tricks that will help me create an outstanding case study?

 

ETBMA 2018 Case Study 

ETBMA Case Study Grading Rubric 

  •      Are you curious how calculations work in Apptio? 
  •      Are you wondering how you can manage your checkins and checkouts as a team?  
  •      Do you know the best way to organize your data sets when loading them into Apptio?

 

 If you have these questions and others, you’ve come to the right place.  We’ve collected the most common requests we get for  “I really wish someone would explain how this works…”.  Ryan Oliver has generously provided explanations for those things TBMAs want to understand while using our software.

 

Copy Forward, Data Freshness and Data Versioning (3 mins.)

Data Set Organization (6 mins.)

Review Project Error Notifications (11 mins.)

"Various": What Should I Do? (5 mins.)

What is Happening During Calculations? (11 mins.)

Working as a Team in Apptio: Check-in & Check-out and Coordinating Who Owns What

Understanding Error Text - Link Only

https://tbmcouncil.jiveon.com/docs/DOC-8276

 

Data Upload Interface - Link Only

https://tbmcouncil.jiveon.com/docs/DOC-4881

 

 

Have you started the Understanding the TBM Framework course? In addition to the course you will have the opportunity to complete a Community Quest! The first challenge in the quest is available now

 

You will have the opportunity to earn Community points, three Community Badges, and eventually learn how to earn your very own TBM Framework Dude! 

 

Check out the TBM Framework quest page to begin!

 

Enjoy!

 

#TBMFrameworkChallenge 

 

Understanding the TBM Framework is a new self-paced course from Apptio U! This course was inspired by the Learning the TBM Framework (the Easy Way) blog by ETBMA Jairus Green in which he introduced his TBM Framework Dude. Jairus was inspired to create the TBM Framework Dude to give him a conceptual overview of the TBM Framework when explaining it to others. Remember we told you there was more to come? Well…here is the "more!" This course is designed for new or experienced TBMAs looking to refresh their knowledge of one of the many TBM Tools, the TBM Framework.

In this course you will learn how:

• the TBM Framework aligns with other TBM Tools.
• the IT organization utilizes the TBM Framework to enhance the entire business.
• the organizational elements are implemented to improve the way IT provides value to the business.
• the core disciplines are incorporated to anticipate future changes and align with strategic business goals.
• the IT organization uses value conversations to focus on overcoming various trade-offs with the goal of better business outcomes. 

 

Now on to the #TBMFrameworkChallenge! In addition to completing the course you will have the opportunity to complete three Community Challenges! The challenges will be released quarterly. You will have the opportunity to earn Community points, up to three Community Badges, and eventually learn how to earn your very own TBM Framework Dude! The points you earn will count toward your Community Engagement points required for your Recognized and Elite TBMA Certification. The first Challenge will be released June 2018!


Length: 40 minutes (not including time to complete challenges)
Format: Self-paced
Audience: Community Users

 

Special thanks to Debbie Hagen and Jonathan Strauss who served as subject matter experts for this series.  

Everyone!  The Superhero's have been sent off and those of you who are getting one will receive it shortly!  Please post a pic when they arrive Jillian Ferguson Ben Burkett Matthew Rosenbluth Martyn Dawes Keith Edwards David Battaglia Juliet Orgain Gordana Moore Peggy Cantu Juan José Jarillo Trae Baker

First, a little about Apps and Services...

 

The Applications and Services Module is used to allocate the IT Resource Towers costs into the associated infrastructure and ultimately into the Applications and Services table. The resulting reports can be used to gain insights into the Application and Service Portfolio spend.

 

Apptio provides visibility into not only the total cost of an application or service but the underlying drivers of that cost; this visibility enables identifying outliers and drilling into the details of application cost.  Insights gained through spend analysis highlight problem areas and improvement opportunities, for which targeted corrective actions can be evaluated, for example:

  • Adjusting service levels to reduce costs of an app or service
  • Improving ROA and avoiding/delaying capital spend by eliminating or re-purposing underutilized assets
  • Right-sizing HW and SW configurations based on cost and performance requirements
  • Evaluating different sourcing options (e.g., on-prem vs. cloud)
  • Directing resources to highest priority applications
  • Delaying planned investments not critical to business

Application costs are calculated on an-going basis, ensuring that TCO figures are up-to-date and reflect current costs and conditions.

 

That's pretty heady stuff. Before you can do all of that you will need to configure the Apptio model. 

 

In this course, you upload the necessary data for apps and services, configure your data, map data to master data sets and configure your allocations. The work stream you follow is the recommended step-by-step process that you should implement during a real world Apps and Services configuration. The purpose of this course is to provide you with  hands-on experience so you can contribute, as a customer, partner or Apptio employee, to the varying twists and turns of an actual Apps and Services project.  

 

Begin the course here:

Partners and Apptio employees (Required):  Employee and Partner: Request Training Environment for "Configuring Cost Transparency Apps and Services in R12".

This course is REQUIRED. Complete this course in the two week time period you have been allotted. You have the base project, "CT Apps and Services Base Project" in your training environment so you may begin at any time.

 

Apptio Customers (Optional): Customer Request Training Environment for "Configuring Cost Transparency Apps and services in R12"

This course is OPTIONAL. If you wish, you may complete this course in the two week time assigned OR you may come back at anytime in the future. Complete the survey HERE to request a new training environment when you are ready. The base project, "CT Apps and Services Base Project" will then become available to you. 

 

Length: Varies - estimated between 2 to 4 hours

 

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

 

Audience: TBMAs

 

Prerequisites: Configuring and Installing Cost Transparency Foundation R12

 

Deconstructing a Report in R12 is now available! Jonathan Strauss, Customer Success Adviser, demonstrates a process by which TBMAs can answer the business stakeholder question, "From where does this report value come?" Beginning with the report, Jon shows how to work backwards towards the data, model and allocation strategies to contextualize the origin of numbers that appear on a report. 

 

In this course, Jonathan will:

  • Explain how to deconstruct a report to determine exactly where the numbers are coming from
  • Show you how to work backwards from the report to identify which data/models/allocations are building it's content
  • Increase your confidence in answering questions about reports in an accurate and defensible way
  • Enable you to build/strengthen stakeholder and end user buy-in and confidence

 

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

 

THIS RECORDING IS AVAILABLE IN APPTIO U!  Click  HERE to access the recorded session.

 

Length: 1 hour

Format: Self-paced  

Audience: RTBMA Candidates

Prerequisites: 

Cost Transparency Foundation is one of Apptio's most popular products for a reason - it's a powerful application that allows businesses to identify and communicate true IT spend and value. Though it certainly can seem like a complicated thing to learn, we got you covered. 

 

In this new course we ease you into the application with multimedia learning materials, clear & guided instructions in building your first project, and instructor help along the way. 

 

Installing and Configuring Cost Transparency Foundation R12 - formerly known as Data Management R12 - contains all the newest instructional videos, supplemental materials, instructor help through Lab Assists, but most importantly - a new, easy to follow, step by step guide that walks you through the whole process from opening the application for the first time to completing your first allocations up to the IT Resource Towers infrastructure layer. All in about 10 hours of your time. 

 

The Installing and Configuring Cost Transparency Foundation R12 course is laid out in an easy to view format, which makes navigating the course a simple task.

Already an experienced R12 user and just want to review some of the material? Easy.

Completely new to CT and having to go back to watch a video while working on your project? No problem.

 

View the course here: Installing and Configuring Cost Transparency Foundation R12

 

Length: Viewing the instructional materials and completing the hands on activity takes about 10 hours. 

 

Format: What we call a backpack - a self-paced course with instructional materials, student guide for completing an introductory project in Cost Transparency, and many more additional resources to help along the way. 

 

Audience: TBMAs

 

Prerequisites:  Introduction to Cost Transparency R12 course

26April_TBM-Talk-Icon.pngEpisode 8: Adding Calculated Columns to Reports

(Counting Your Mangoes)

 

In this episode Michael Moulsdale, helps you perfect your daily mango counting  by adding calculated columns to an Apptio report component. Along the way you'll learn: 

 

  • How to start creating formulas in a report table
  • How to perform calculations in a table
  • How to convert a calculated column into a perspective
  • How to customize your perspectives
  • Performance considerations when creating calculated coumns

 

ETBMAs may find this discussion helpful while preparing to take the 2018 Advanced Scenario Hands-on Exam (R12). 

 

Play TBM Talk Episode 8 

Music by http://www.bensound.com

 

Length: 13 minutes

 

Format: Audio and video Podcast

 

Audience: ETBMAs

 

Prerequisites: None

26April_TBM-Talk-Icon.pngEpisode 7: Unpivot and Flatten Hierarchy: From the UK to Ethiopia

 

In this episode Michael Moulsdale, discusses two transform pipeline steps that will help you alter the structure of your incoming data files. A few simple data sets is all it takes for Michael to demonstrate:

 

  • Unpivot function in the transform pipeline
  • Flatten Hierarchy in the transform pipeline

 

ETBMAs may find this discussion helpful while preparing to take the 2018 Advanced Scenario Hands-on Exam (R12). 

 

Play TBM Talk Episode 7

 

Music by http://www.bensound.com

 

Length: 13 minutes

 

Format: Audio and video Podcast

 

Audience: ETBMAs

 

Prerequisites: None

26April_TBM-Talk-Icon.pngEpisode 6: Keys are the Keys to Apptio

 

In this episode David Ahn, discusses the use of keys in your Apptio model. In this brief audio only podcast, David talks about the following: 

 

  • Allocating the right level of granularity is a process that requires planning and analyzing your data
  • What to watch out for when configuring the keys between your sending and receiving objects

 

We field a lot of questions about the concept of granularity in the model and offer another TBMTalk devoted to the topic of granularity because of the many questions we receive. David's discussion provides additional strategic and technical depth into configuring the granularity of keys that we hope you find useful. 

ETBMAs may find this discussion helpful while preparing to take the 2018 Advanced Scenario Hands-on Exam (R12). 

 

Play TBM Talk Episode 6

 

Music by http://www.bensound.com

 

Length: 14 minutes

 

Format: Audio  Podcast

 

Audience: ETBMAs

 

Prerequisites: None

26April_TBM-Talk-Icon.pngEpisode 5: Allocation Granularity

 

In this episode @Michael Moulsdale, discusses granularity in your Apptio model. With a complete willingness to share and simplify all things Apptio, Michael takes time to help you understand:

 

  • Allocation granularity
  • Difference between one to one and many to one cardinality and how this influences performance
  • Solutions to get your dollars flowing the way you want them to flow

 

ETBMAs may find this discussion helpful while preparing to take the 2018 Advanced Scenario Hands-on Exam (R12). 

 

Play TBM Talk Episode 5

 

Music by http://www.bensound.com

 

Length: 18 minutes

 

Format: Audio and video Podcast

 

Audience: ETBMAs

 

Prerequisites: None

26April_TBM-Talk-Icon.pngEpisode 4: SumIf in Apptio

 

In this episode, David Ahn, discusses the formula function SumIf. David's technical abilities are well respected at Apptio and we are pleased that he took time to share his knowledge about:

 

  • The primary purpose of SumIf
  • Best practice of  SumIf and LookupEx relationship
  • Specific example of Fixed Assets -  splitting one asset into multiple towers for reporting granularity
  • Validating and documenting your use of SumIf and LookupEx 

ETBMAs may find this discussion helpful while preparing to take the 2018 Advanced Scenario Hands-on Exam (R12). 

Play TBM Talk Episode 4

Music by http://www.bensound.com

 

Length: 8 minutes

 

Format: Audio Podcast

 

Audience: ETBMAs

 

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.