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In our Reporting classes, you learned how to add your report to an existing Report Collection so it shows up in the Report Collection Navigator at the top of the Summary Reports.... In the example below, I've added my custom report  "Data Centers Cost Drivers" to the IT Management Report Collection.  When my users go to the Out of the box dashboards, they can also link to the custom report I created from that dashboard.  The bar where I added my report, is called a Report Collection Navigator.

But what if you want to add that Report Collection Navigator to YOUR custom report?  Well new in 11.8, if you have admin rights, you can do this. Just like anything else you want to add to your reports, you find the collection navigator on the Insert tab in the Reporting Ribbon. 

You'll start in the report where you want to add the Collection Navigator and click the button. If you have already assigned your report to a collection as I have, the Collection Navigator shows up fully populated in your report and you can just resize it to ensure all the report options are visible. You may also want to add some HTML text to indicate that it's part of the IT Management reports like the OOTB example above where it says IT Management.



If your report has not yet been assigned to a collection, you'll see an empty Collections Navigator which looks like this.


You simply assign your report to a Collection, and the Collection Navigator will be populated. As shown in the first example.


However, you may remember from class, that a report can belong to multiple collections... so what happens if I add a Collections Navigator to my report, and assign my report to more than one Collection?  Does the Navigator break?  No, in fact, what happens is you get a little drop down on the right-hand side of your Collections Navigator bar, that lets you choose which one you'd like to show.


I hope you find this trick helpful.  As always, please let me know what you think and feel free to send questions that I may be able to address in future posts.


As a side note: There are ways accomplish this same task if you are using an earlier version of Apptio.  You can either ask an Apptio person such as your CSM to add it to your first report, then copy and paste it from there to other reports.  Or you can copy the Collections Navigator from one of the Apptio Master Reports.  Just be careful not to modify the master reports.


Thanks for learning with Apptio University!



Debbie Hagen

Apptio Education Services

Hi All,

As I was testing and getting myself familiar with the newest releases of Apptio, 11.7 and 11.8, I noticed a change in functionality that I wanted share with you.  In today's blogpost I'd like to explain the difference in behavior when you drag 2 fields into the Rows area of your Ad Hoc Configuration between pre- R11.7 versions and R11.7+.


In prior versions of Apptio when you dragged a secondary value into your Rows area for a table, Apptio would group those values by the value listed first.  As you can see Application Name (second value) is grouped by Application Family (first value).



Based on feedback from you, our customers, and our delivery teams, we have modified this behavior in releases 11.7 and 11.8. Now when you add two values to the Rows area, it places each value in it's own column as shown below, in the order they were added to the Rows area.


However we have not locked you out of the original capability.  If you'd still like to group your values, you can use the Subtotal option on the Data tab.  You simply tell Apptio what you'd like to subtotal by and in which order.   In the example below, I told Apptio to first subtotal by Application family, and Put subtotal labels in Application Name. This achieves the same results as the original behavior while offering additional flexibility to group by additional levels and specify where you want your subtotal labels to display.



Please feel free to share your feedback on this topic or let me know if there are other tips or topics you'd like covered.


Kind regards,


Debbie Hagen

Apptio Education Services

Have you ever written HTML and tried to get it to display something relevant to you report and it just doesn't work?  Why is that (assuming your HTML code is correct)? 


For example.... suppose I want my title block in my Drill report to display which location I've drilled into for details. 


First I added the following code to my HTML component...


I'm pretty confident my code is correct, but it only displays the text "Location" and not the value that I want it to retrieve.


The reason it's not working is because I haven't given the HTML component any context.  I need to go into the HTML Configuration dialog and tell it where to look for the "Location" information, as shown below. 

Once I do this, the HTML code is able to pull the correct value and display the Location to which I've drilled.  It's all about setting the context so that the HTML can access the correct information. 


If there are any topics you'd like me to cover in this blogpost, please feel free to let me know Debbie Hagen.

I’m happy to announce the release of the CT Apps and Services: Services Reports Overview  series to our Apptio U catalog. This 20 minute self-paced courses guides you through the reports available to Apptio users who have implemented and configured the Apps and Services module.


When it comes to running your IT operation like a business to deliver IT as a Service (ITaaS) and competing with outside providers, Service Portfolio Management (SPM) is where the rubber meets the road. SPM is how you make sure you are selling the right product mix to meet your customers’ demands (and needs) at the right price to keep you in business–to keep IT relevant.


The Services reports we review will help you Know which services cost the most and see their costs break down so you can better manage your portfolio over time. If you are trying to go to a services view or already have a services view you can look at the underlying applications and the detailed systems that roll into those services so you can have a higher level conversation with the CIO or Business Unit Manager.


Length: 25 minutes


Format: Web-based training


Audience: TBMAs


Prerequisites: None


Recognition Title: This course fulfills a requirement for the Navigator series of the Recognized TBMA title.