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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; Clifford Bird; Jenny Goodwin

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 five self-paced courses referred to as the Explorer courses are 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 and multiple-response questions designed to validate that you possess knowledge in five foundational areas:


TBM Administrator (R11/R12)

  • 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

TBM (R11/R12)

  • 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 (R11/R12)

  • 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 (R11)
  • Configure, manage and promote projects in Dev, Stage, and Prod (R11/R12)
  • Use formulaic logic (R11/R12)
  • Create and/or review/understand allocations (R11/R12)
  • Validate and review data (R11/R12)
  • Load data effectively (R11/R12)
  • Run data quality reports (R11/R12)
  • Understand inference (R11)
  • Map data to data sets and manage data sets (R11/R12)
  • Add/edit custom columns (R11/R12)
  • Understand and create transforms (R11)
  • Create and interpret object identifiers with the right amount of granularity (R11/R12)
  • Define and Gather needed data (R11/R12)
  • Use audit log (R11)
  • DataLink Connector

Reporting (R11/R12)

  • 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
  • I can create a report of my over and under-allocated costs


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 the Community Points course will unlock.  Once you complete the Community Points course 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 (if you give us your permission to do so)


What happens if I do not pass the exam?

You will receive your examination score immediately after submitting your exam. After 4 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 4 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 R12.3.4+ - 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 R12.3.4+ - 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!

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! ;-)