Skip navigation
All Places > Apptio Community Home > Apptio Education Services > Blog > Authors SWallner@apptio.com

I'm pleased to announce the release of the Advanced Data Management in TBM Studio R12 course in Apptio University.

 

Join guest instructors Christopher Davidson and Micah Boomer as they share their experience and best practices around managing data in Apptio. In this course, you'll explore:

  • Database relationships
  • Advanced data transformation
  • Documenting data sets
  • Data versioning
  • Hybrid tables
  • Ways to improve your data cleanliness

 

Length: 1 Hour

 

Format: Self-paced 

 

Prerequisites: Introduction to Cost Transparency R12 suggested

 

Recognition Title: This course fulfills a requirement for the Elite TBMA R11 2018 (ETBMA) certification

26April_TBM-Talk-Icon.png

Episode 3: Storytelling in the Data Age

 

In this episode, I pass the hosting seat and the mic to Jonathan Strauss who talks with Christopher Davidson about Storytelling in the Data Age. Both passionate about presenting data in ways users and stakeholders can gain great value, listening in on this conversation will help you:

 

 

  • Get out of the weeds of data and config and keep the end reports in mind
  • Understand who is looking at your reports - marry what they want and what they need
  • Determine what to find out from your report viewer before creating the report
  • Iteratively improve your results
  • Avoid some classic gotchas

 

Play TBM Talk Episode 3

Music by http://www.bensound.com

 

Length: 16 minutes

 

Format: Audio Podcast

 

Audience: TBMAs

 

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.

Calling all TBMAs* ... Join Jonathan Strauss Jonathan Strauss for the best 5 minutes of your day and learn to create a binary filter. This will save you precious time and energy!

 

Suppose your report requester has asked that you not show values below a certain value on their report. Instead of creating a filter on each row, use this technique to create a binary filter (synthetic flag) to filter many rows. These can also be used on your dataset transforms.  

 

Creating a Binary Filter in v11

 

Creating a Binary Filter in v12

 

*Sparks are short, just-in-time videos available in Apptio University with your All Access Education Pass (AAEP).

For most updated information, please see Now Available: Learning Content for RTBMA 2019 and DataLink Knowledge Base.

DataLink 4 is a service for securely and automatically extracting data from your source systems and uploading it into your Apptio instance. Awareness about automating data loading is an important part of becoming an Elite TBMA. 

 

In the Introduction to DataLink 4 recorded webinar, Apptio consultants, Josh Roberto Josh Roberto and Michael Daughtry Michael Daughtry, guide you through an overview of DataLink 4 and demonstrate with Amazon Web Services how to choose and set up a connector and confirm that the data was loaded into Apptio.

 

 View the course here: Introduction to DataLink 4 (30 min.) . If you are an AAEP holder and need this course to be recorded on your learner transcript, click here to launch the course in Apptio University

  

Length: 30 minutes

 

Format: Recorded Webinar

 

Audience: TBMAs

 

Prerequisites: Cost Transparency Foundation Part 1 suggested

26April_TBM-Talk-Icon.png

Episode 2: Two Things Every TBMA should know about Finding Insights (Or, How to Climb the Corporate Ladder as a TBMA)

 

Customer Success Manager, Jonathan Strauss Jonathan Strauss, recently led this discussion at a User Group meeting. I asked him to be on the podcast to share this great information with our larger community of TBMAs.

 

Play TBM Talk: Episode 2

 

In this episode (14:54)

00:42 - Why is this an important topic?

02:44 - What is an insight? Example?

04:47 - What is the first of the two things every TBMA should know?

09:13 - What is the second thing?

11:45 - I've found an insight. What do I do now?

Music by http://www.bensound.com

 

Length: 14 minutes

 

Format: Audio Podcast

 

Audience: TBMAs

 

Prerequisites: None

 

Recognition Title: This course fulfills a requirement for the Adoption component of the 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.

 

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.

26April_TBM-Talk-Icon.png

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.

env.png

Apptio University is pleased to announce the release of Environment Management, a quick 8-minute course that visually explains Apptio environments and projects. Get clarity around the three-tiered project structure, the purpose of the DEV, STAGE, and PROD environments, and the importance of mastered projects. You’ll publish your projects more confidently after taking this course and transform your understanding from “Say what?” to “I got it!” As the Instructional Designer, I had the pleasure of working with Apptio Technical Architect, John Adipietro, on this one. Launch this course now. I'd love to hear your feedback.

2016-02-11_14-02-10.png

I’m pleased to announce that Apptio University has added two short courses to the IT Planning Foundation Training series - Asset Planning and Contract Planning.

 

With the new Asset planning feature, you can:

  • Enter or Import a list of current assets and relevant attributes
  • Forecast the purchase and deployment of new assets
  • Automatically generate depreciation expense for both current and forecasted assets
  • Automatically generate CapEx line items for forecasted asset purchases
  • View the depreciation expense impact of both current and forecasted asset purchases on their operating budget

 

With the new Contract planning feature, you can:

  • Enter or Import a list of contracts and relevant attributes
  • Manage contracts that span multiple years - only the portion of the contract expense that impacts the current plan year will be included in the OpEx plan
  • See which contracts are up for renewal within the plan year and the total amount represented by those renewing contracts
  • Model the impact of renewing (or not renewing) contracts on your overall budget, as well as whether those contracts renew at a higher (or lower) rate
  • Automatically handle the amortization of pre-paid contracts, so that your OpEx budget matches how contract actuals will be reported
  • Drill down to see specific vendor and the cost breakdown of individual contracts

 

Length: Approximately 10 minutes each

 

Format: Web-based training

 

Audience: Budget Process Owners, Admins

 

Prerequisites: None

 

As always Sandeep Menon and I would love to hear your feedback.

 

If you are like me, you rely heavily on you smartphone GPS to get you to your desired destination, especially if where you are going is new to you. Without those step by step directions, I’m a driver on a road to nowhere, fraught with frustration and anxiety. With the map, I’m relaxed, prepared, know how long it will take, and aware of potential obstacles. Like that GPS readout, a roadmap is simply a detailed plan to guide progress toward a goal. A TBM Roadmap serves as both a planning artifact and a communication tool illustrating how incremental value will be achieved with the TBM Initiatives set forth. Having a TBM Roadmap is one of the six Hallmarks of Success for TBM adoption and your Apptio Customer Success representative has the resources and skills to partner with you in the construction of this important document. In this short course, familiarize yourself with the process for constructing a roadmap and watch our friends at ABC Financials work with their CSM to identify their TBM initiatives, detail important information about each initiative, and plot those initiatives on the roadmap. Special thanks to Joe Plantenberg for contributing his Apptio expertise.

 

Length: 15 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.

steering.png

 

Apptio University is pleased to announce the release of the TBM Success: Governance course. Establishing Technology Business Management Governance in your organization means articulating TBM, implementing TBM best practices, and attaining sponsorship for TBM efforts internally and externally. Establishing the TBM Office is an important milestone for effective governance of your TBM program. This course guides you through the steps to creating a TBM Office including forming the team, establishing the charter and steering committee, clarifying roles and defining the TBM roadmap and calendar. I again had the pleasure of working with Kevin Teets and Joe Plantenberg on this course. As always, I’d love to hear if this course helped close a gap in your TBM knowledge.

 

Length: 20 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.

gov.png

Just as tiny bubbles are the hallmark of a fine champagne, these six hallmarks are the key characteristics of companies succeeding with Technology Business Management: Governance, Roadmap, TBM Processes, Spans IT & Finance, Evolution, and Insights. Understanding and aligning to these Hallmarks will help your organization on their TBM journey. In this new self-paced TBM Hallmarks of Success course, follow our friends at ABC Financials as they take a Hallmarks Assessment to determine their baseline. Learn about each Hallmark in greater detail as they begin to apply the recommendations and see valuable business outcomes.

 

I had the pleasure of working with Kevin Teets and Joe Plantenberg on this course. Their knowledge and enthusiasm for enabling customers with these Hallmarks really shines through. I’d love to hear your questions or comments about this course.

 

Length: 28 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.