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As a TBMA, how can you help your IT leaders as they prepare for a monthly Technology Business Management (TBM) Review? The answer lies in boosting your confidence in: 

1. Knowing your users

2. Connecting users to reports

3. The TBM Review 


In the Cost Transparency Reports and Users class (formerly titled Supporting ITLTR), you'll get to engage in a variety of activities to help you learn how Apptio reports support your IT leaders’ business decisions. You'll eavesdrop on a Monthly Business Review in session, meet and observe Ciara CIO, Faye IT Finance, Ian I & O, Alex App/Service Owner, and Bruce Business Relationship Manager and have opportunities to dig into Apptio reports designed for each of these user types to find and interpret information they need.


Length: 3 hours (1 day)


Format: Virtual Instructor-Led


Audience: TBMAs


Prerequisites: None


Recognition Title: This course, formerly titled Supporting an IT Leadership TBM Review (ITLTR), fulfills a requirement for the Recognized TBMA title.


Special thanks to Apptio University Sr. Instructor, Jenny Goodwin for her helpful reviews, edits, and expertise during the development of this course. 


As a special bonus, here is the video we use in class that lets you eavesdrop on an example TBM Review in session. Feel free to share the video with your colleagues to help spark conversation and learning! 

Hi TBM heroes,

If you've waiting to get into a Troubleshooting class we have one on the schedule later this month that isn't full.  It's scheduled for July 19th and 20th in the America's timezone.  We've had a lot of TS classes in EMEA and AsiaPac timezones recently so it's time for one that's friendly to the Americas.  As always, anyone is welcome to join!  Just register in Apptio U.  

Note:  Even though this is considered an Elite course, you don't have to be an   

to take it.  As long as you have completed the prerequisites, the course will be unlocked for you. 


TBM Superheroes


Recognized and Elite TBMAs

Note:  In the comments below this blogpost we've added the steps for getting similar information from an Apptio v12 project. 

In class I'm often asked whether there is a report I can extract that will show me all the data sets I've loaded as well as additional details about those data sets, such as what category I've placed them in, and what data source that data came from.  In this blog post I'll show you how you can extract a report that you can use to document both the data you've loaded, and the specific details in which you're interested.


The Overview tab contains lots of useful information about the data sets that you have loaded, such as the name of the data set, when it was created and updated, the Source System, and Category... unfortunately, when you view it in the overview tab, you're only seeing it for one data set at a time. Suppose you'd like to extract all this data for every data set in your project...



To do this, start in the Data Pane on the left side of your Data Tab in Apptio and right-click on any of the column headers and from the shortcut menu choose Show/Hide Columns...



In the Show/Hide Columns dialog box... choose the columns you'd like to extract. They will be temporarily added to the Data Pane.



Next, right-click in the data pane and choose Open In Excel from the shortcut menu, and Export to Excel. This will either download an excel file or launch excel depending on your settings. 

The Excel file contains all the column data for all of the data sets in your project, including system generated data set and transforms.



There you have it.   Documentation on all of the data sets contained in your project.  Thanks for learning with Apptio U.


Debbie Hagen