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2016

 

It’s always fun as an Instructional Designer when the pieces of a course fall into place. Daniel Westfahl, Daniel Westfahl, a Senior Consultant here at Apptio, approached us about a Finance course that we knew right away would be beneficial to our IT Operations customers. If you are an IT Ops person with a limited finance background this course is for you. This short 24 minute course will help you converse with your IT Finance colleagues in useful ways. Daniel’s personality shines through as he walks through terms, statements, and relevant IT scenarios linking everything back to that most important concept: The Matching Principle. Not sure what that is? Take Introduction to Finance and find out! I’d love to hear if this course helped boost your understanding of Finance.

Introduction to Finance is also available to your stakeholders via this link.

Length: 24 minutes

 

Format: Web based training

 

Audience: Anyone interested in Apptio or TBM

 

Prerequisites: None

 

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


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Cole Knaflic in her book Story Telling With Data writes, “We aren't naturally good at story telling with data.”

 

In school, we learn how to tell stories through essays, posters, and presentations. We also learn how to analyze numbers and use formals through mathematics. What is missing is the data visualization and the practice of explaining real life problems through data and data visualizations.

 

The Introduction to Data Visualization course will help lay the foundations for telling better stories with data visualization. This course will help you create stories using your company’s data, develop impactful reports that leverage clear data visualization, and present data that your audience can easily understand and utilize.

 

Length: 20 minutes

 

Format: Web-based Training

 

Audience: TBMAs

 

Prerequisites: None

 

Recognition Title: This course fulfills a requirement for the Reporting component of the Elite TBMA Certification.

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Episode 1: Advanced Finance TBM Topics

 

This week I had the pleasure of recording the very first episode of the Apptio University Podcast: TBM Talk. This episode highlights 5 common questions in the Finance and TBM realm. Apptio's Dominic Calvert-Lee and Daniel Westfahl) were on hand with answers.

 

Play TBM Talk: Episode 1

 

In this episode (26:16)

01:00 - Why does Apptio have both an OpEx model and a CapEx model?

07:12 - What's a capitalized lease and how should I handle it?

11:06 - How do I deal with a capitalized project?

16:18 - What's the relationship between Cost Centers and Cost Pools?

19:56 - Cross-charging is already going on at my company. How do I deal with internal allocations?

Music by http://www.bensound.com

 

Length: 25 minutes

 

Format: Audio Podcast

 

Audience: TBMAs

 

PrerequisitesIntroduction to Finance recommended

 

Recognition Title: This course fulfills a requirement for ETBMA certification.

 

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

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Do you often wonder if your project is working as efficiently as it could be?  In this self-paced class, we've recorded the Modeling for Performance webinar first offered live in Q1 2016.  Now you can benefit from the value of this session by watching it at your leisure.  In this session Mark Downey, Team Lead - Apptio Consulting along with help from Program Manager Scott Allison will offer some tips, tricks and best practices for configuring your Apptio Model to be as efficient as possible.

 

You'll learn about:

  • Bad performance - what does that mean?
  • Modeling: Assignment ratios tables and .DrillTos
  • Other best practices such as:
    • which options perform better
    • data best practices
    • reporting
    • tags
    • calculation settings

 

 

Length: 90 minutes

 

Format: Self-paced (recorded webinar session)

 

Prerequisites: None

 

Recognition Title: This course fulfills a requirement for the Elite TBMA Certification.

 

Many thanks to Mark Downey and Scott Allison for providing their time and expertise on this session. I'd love to hear your feedback on Modeling for Performance.

dhagen

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If you missed the Live version of the Improving Allocations webinar, don't worry, you can now access it at any time.  We recorded the live session featuring, Ed Hayman- TBM Architect, Neal Mulnick - Sr. Product Manager, and Ken Haniu - Director, Product Management, and it's now available for consumption with your AAEP.

 

Watch this session to learn about:

  • Allocation Methods, examples and guiding principles for applying them
  • Quality Concepts around your allocations
    • the impact of low quality allocations
    • tips for validating and improving allocation
  • A Playbook for handling data and allocations
    • what to do if your data isn't perfect
    • potentially useful data sources you may not be leveraging today
    • assumptions you can use to get started

 

Length: 60 minutes

 

Format: Self-paced (recorded webinar session)

 

Prerequisites: None

 

Recognition Title: This course fulfills a requirement for the Elite TBMA Certification.

 

Special thanks to Ken Haniu, Neal Mulnick, and Ed Hayman who took time out to prepare and deliver this great content. Please contact me via TBM Connect to let me know what you think of this session.

Debbie Hagen

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Did you miss the session where John Adipietro,Technical Architect,  and Stephen Atwell, Senior Functional Architect, offered their expertise to help you understand how you can troubleshoot your projects with performance in mind?  If you did, you can now access the Troubleshooting Projects webinar as a self-paced session at your leisure.  Stephen and John offer a great deal of expertise on things you should consider reviewing, changing or improving if you are experiencing long calculation times for your projects.

 

View this course to learn about:

  • Different type of project calculations
  • What gets calculated during a project calculation
  • Caches and how Apptio uses them
  • Ways to fix granularity issues across time
  • Best practices for report pre-calculation
  • Inefficient formula patterns to avoid

 

Length: about 60 minutes

 

Format: Self-paced (recorded webinar session)

 

Prerequisites: None


Recognition Title: This course fulfills a requirement for the Elite TBMA Certification.

 

Special thanks to John Adipietro and Stephen Atwell for preparing and delivering this great information!  Please do let me know what you think of this webinar.  

Debbie Hagen

The wait is over!  For those of you who have completed Reporting 1 and Reporting 2 and are looking to take the next step with some advanced reporting topics, this is the next in the series.  This course debuted at the TBM Conference under the name Advanced Reporting and is now available to anyone who has completed the prerequisites.  You can register for Reporting 3 through Apptio University.

 

In this course, you'll learn to apply global filters to your custom Apptio reports and troubleshoot their object interactions.  You'll also learn additional ways to use dynamic text to display information in and HTML component.  And you'll learn some tips you can use related to time to save calculation time or display aggregated time.

Length: 3 hours

 

Format: Virtual Instructor Led

 

Audience: Elite TBMA Candidates

 

Prerequisites: CTF - Reporting 1 and CTF - Reporting 2

 

Recognition Title: This course fulfills a requirement to become a candidate for the Elite TBMA Certification.

 

Many thanks to Rick BerggreenRick Berggreen, Apptio Principal Consultant, who created this class and delivered it at the TBM Conference.

 

I look forward to seeing you in class and encourage you to provide feedback on the session.

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You may be looking for some courses and information that will get you deeper into best practices for supporting and managing your Data in Apptio. If that sounds like you, then this course is just what you're looking for.  Originally offered as a live webinar, we've taken the Advanced Data Management session and converted it to a self-paced class you can review at your convenience.  In the Advanced Data Management course you'll explore:

  • Database Relationships
  • Advanced Data Transformations
  • Documenting data sets
  • Data versioning
  • Understanding and Identifying Hybrid tables
  • Ways to improve your data cleanliness

 

 

Length: 90 minutes

 

Format: Self-paced (recorded webinar session)

 

Prerequisites: None

 

Recognition Title: This course fulfills a requirement for the Elite TBMA Certification.

 

Special thanks to Customer Success Manager, Joel DeWitt and Delivery Consultant, Amber Poe who served as presenters and subject matter experts for this session.  .

 

I'd love to hear your feedback on these sessions!

Debbie Hagen

 

If you have completed Reporting: Part 1, you can practice the skills learned by creating a series of reports containing information about the costs of your Data Centers in the Reporting: Part 2 course.

 

In this course, you will discover the form your reports should take, learn how to arrange your reports for easy comprehension, and add various forms of navigation, masters, and other capabilities to engage your audience.

 

Length: 9 hours (3 hours a day for 3 days)

 

Format: Virtual Instructor Led

 

Audience:

  • Reporting analysts
  • TBMAs

 

Prerequisites:

  • Cost Transparency
  • Reporting: Part 1

 

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

 

If you have completed your Cost Transparency project, you can learn the basics of reporting in Apptio and create your first report in the Reporting: Part 1 course.

 

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.

 

Length: 9 hours (3 hours a day for 3 days)

 

Format: Virtual Instructor Led

 

Audience:

  • Reporting analysts
  • TBMAs

 

Prerequisites: Cost Transparency

 

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

 

Apptio’s Cost Transparency application enables organizations to make better, faster decisions about their IT resources by providing actionable, current, and trusted information about IT costs and budgets to the decision makers in the organization.

 

Through visual modeling and self-service analytics, the Cost Transparency application transforms your general ledger data into easy-to-understand and easily accessible reports. These reports present information about IT towers, services, and projects, which can be used by IT finance, IT management, data quality owners, and IT application and service owners.

 

In the Cost Transparency Foundation: Part 1 course, you will implement the finance layer of the Cost Transparency model, including cost source, labor, fixed assets, and IT resource towers.

In adidtion, you'll learn how to:

  • Create and configure a Service Library and Cost Transparency project
  • Identify the data necessary to implement each component in the finance layer
  • Create the custom columns you require
  • Use the Data Mapper to map data to the master data sets

 

Length: 9 hours (3 hours a day for 3 days)

 

Format: Virtual Instructor Led

 

Audience: TBMAs

 

Prerequisites: None

 

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

 

Apptio Studio provides a secure and robust platform to customize Apptio applications as per your organization’s requirements. It helps you to modify existing data sets and create new data sets to drive cost and quantity models and reports. You can also modify existing cost and quantity models to calculate cost and other metrics for the services provided by your organization, and create reports or modify existing reports to summarize your findings.

 

In the Apptio Studio course, you will create Apptio projects, upload and transform data, create custom columns in data sets, create models, configure metrics, and create reports.

 

Length: 12 hours (3 hours a day for 4 days)

 

Format: Virtual Instructor Led

 

Audience: TBMAs

 

Prerequisites: None

 

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