Skip navigation
All Places > Apptio Community Home > Apptio Education Services > Blog

I've gotten this request a couple times recently on Apptio Community and since not everyone has an AAEP to watch Jonathan's Spark video, I decided to write up an abbreviated version of how to do this.  For those of you have have current AAEPs you can view Jonathan's video by logging into ApptioU and searching on Binary Filter. 

 

If you don't already have the binary (Yes/No) column, you'll need to insert a formula column to create it. Usually you use some kind of If statement to test your values and return Yes or No.   If you already have a Yes/No Column you can skip to Part 2.

 

 

Part 1:

To make setup easy, I've created a simple report that displays Cost and Budget by Account number.

 

In our scenario let's say the business wants to only display values where there is negative variance.   To accomplish this, we'll first have to calculate variance (of course we do have a variance metric but I'm going to create a custom column for demonstration purposes).  Go to the Data Tab while in your report and Insert a Formula Column.

 

Variance is just Budget-Cost.   Set the format to Currency and click Create.

 

Now we only want to show the rows where the Calculated Variance is a negative number.   We can do that with a manual filter, but we don't want our users to have to filter every time... so we'll create another formula column to test for negative variance.

This results in a new column with Yes and No values

 

Part 2:

Now again, we want to show only the ones with a negative variance, which in our table would be the "Yes" values.  So we right click on the Neg Variance column and add it to the Filters 

 

Now that it's in the filters column, we can edit the filter to say what we want to display. All I have to do is right-click and Add it to Filters.

 

Once it's in the filters I can right-click to edit the filter

 

 

I'll need to set up a custom filter that matches the value I want to display (Yes).  Remember Apptio is case sensitive so the value you type in for the filter name, has to match the case and spelling of the value you're trying to filter for. 

Deselect everything but Yes and click OK

 

 

Now our report only shows those accounts with a negative variance (where Neg Variance column =Yes). 

 

 

 

Let's do a little final cleanup.  We don't really need our users to see the Neg Variance column... so we can go back to where it exists in the Values area, right click and hide the column.

 

I hope you've found this helpful.  

Hello Apptio Practitioners,

 

One question I'm often asked in Lab Assists and on Ask an Instructor  is "why don't my numbers in Servers and Hypervisors match the guide or the answer key?  What did I do wrong?  

 

Well the short answer is you may not have done anything wrong.  It's typcially related to slightly different allocation strategies since we're not giving you all the answers and are expecting you to figure some things our for yourself as you get farther along in your training.  But the question comes up enough that I want to explain why it happens using an example from the CT Apps and Services project. 

 

Let's say you configure your allocations from Physical Servers to Hypervisors and Servers as follows:

 

 

Some of you may get a result that looks like this:

 

 

 

While some of you may get different numbers.

 

 

 

So why does this happen, especially since in both cases the allocations from Physical Servers to Servers and to Hypervisors are identical?  Well it turns out, that the reason is back a couple steps in our project with the allocation from Data Centers to Physical Servers. You may think "but I've got the right number in physical servers"  and you're right, but sometimes its about the distribution of those dollars. 

 

To explain this, let's take a look at the allocation from Data Centers to Physical Servers that we did earlier in the project.  Let's say you allocate from Data Centers to Physical Servers using Location as your data relationship column... but you don't select any weighting value.  Apptio spreads the dollars from the Data Center line items to the respective Physical Server Line items evenly.  In the screenshot, I've filtered by Raleigh so you can see that every server in Raleigh gets the same $ amount.

 

Now let's change the allocation slightly.  I'll add a weighting factor to my allocation based on the CPU Cores and once again filter for Raleigh.  Notice how when it's weighted by CPU cores, the higher the number in the CPU Core column the more dollars are allocated.  Lower CPU Core numbers result in lower allocations.

 

The point is, regardless of which allocation strategy I use, I get the same number going from Data Centers to  Physical Servers:  

 

The difference is in the spread, and that comes out later when we allocate from Physical Servers to Servers and Hypervisors.  Because the $ allocated to each Physical Server line item are different in the different allocation strategies, the amount to send from specific line items in Physical Servers to Hypervisors or Servers are different, which changes the amounts in those subsequent allocations.

 

We can compare a specific line item.  Below is the project where I have a CPU Core Weighting in my DC to Phys Serv allocation.   I've filtered for HV1000272.  Notice that in my Cost column for that line item in the Source data,  I have $7352 to allocate.l

 

 

Now, if you look at the same line item in the project where I've not used the CPU Core Weighting and just let the dollars be spread evenly we get different results. Notice that we only have $2408 available to allocate from the HV100272 line item in Physical Server Master data to the relevant Hypervisor line item.  Of course this is going to change our results.   

 

 

The point is, different companies use different allocation strategies based on what is important to them. Spreading the dollars evenly, without a weighting is a perfectly valid allocation strategy although not quite as accurate and defensible as one that is based on an attribute of the data or on consumption. Note: If you're trying to fix your project to match the guide, you can do so by adding the CPU Cores weighting to the Data Center to Physical Server allocation.  

 

I hope this lesson on how the weighting factors can change your results has been helpful.  Let me know what you think!

 

Happy TBMing!

            

 

As a part of the RTBMA Learning Plan, the Introduction to Apptio course will showcase Apptio’s suite of SaaS applications for automating TBM and how Apptio empowers common roles in IT. In addition, the course covers how you can maximize your success by adopting TBM processes, and how you can connect with other practitioners.

 

With Apptio’s TBM applications built around ATUM, you can connect your data to pre-defined and useful reports that facilitate better and faster decision-making capabilities for your IT, Finance and Business Units.

 

Taking this self-paced class will prepare you for the courses that follow in the RTBMA Apptio University Learning Plans.

 

Share with your stakeholders

 

Length: 3 short videos (17 minutes)

 

Format: Self-Paced

 

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

As always, Education Services is happy to provide you with best practices and communications to help you through your TBM journey. This Apptio User Rollout Training Plan developed by Jacinta Fraser at CBA highlights key milestones and opportunities to gain insight through training sessions, email communications, user guides, and more. The PowerPoint graphic is downloadable and completely customizable to suit your organization’s timeline. 

 

Be sure download this valuable resource!

Do you have a go to set of steps that guarantee TBM delight? Maybe a secret ingredient or a favorite report? It’s time to bring your home cooking to the big kitchen. Submit your recipe today!

 

Check out How to submit a recipe in the Insights Cookbook to ensure your entry is received.  I know, I know, you're wondering "are there any prizes for submitting a recipe?" - what fun would a cook off be without prizes?

 

If you are one of the first 20 approved entries your recipe will be showcased in the Insights Cookbook AND you will receive a pair of Apptio socks!! Who doesn't like prizes and Apptio swag?! I've had many requests for these socks so get your pair before they are gone! (Please note, 1 pair of socks per person. We would love for you to submit more than one recipe but you will only receive a pair of socks for your first approved recipe.)

 

The Apptio socks are the prize for customers. Apptio employees and Partners please check the internal Info Hub for the internal prize..coming soon.

 

 

 

 

 

Apptio University is pleased to announce the release of the IT Benchmarking Learning Plan. These courses will allow you to dive deeper into configuring and using IT Benchmarking to compare, investigate, and track actuals against benchmarks. In these self-paced courses you will explore:

 

How to Configure Interactive Benchmarking:

  • Auto Upload Actuals from Cost Transparency
  • Manually Input or Override Actuals
  • Overview of non-US Currencies
  • Using non-US Currencies

 

How to Configure Benchmarking in Cost Transparency:

  • Download Benchmarks from Interactive Benchmarking
  • Upload Benchmarking
  • Map Cost Pools
  • Map Towers
  • Map Sub-towers
  • Map Units of Measure

 

How to Use IT Benchmarking:

  • To Compare Industry Benchmarks
  • To Compare IT OpEx Benchmarks
  • To Compare Infrastructure Benchmarks
  • To Investigate Infrastructure Benchmarks
  • To Track Progress Against Infrastructure Benchmarks

 

Length: 65 minutes

 

Format: Self-paced 

 

Prerequisites: None

Recognition Title: Upon completion of the IT Benchmarking courses and assessment, you will be awarded the IT Benchmarking badge. 

 

Special thanks to Julianne Maila, Venky Krishnan, and Michael Epstein who served as subject matter experts and guest instructors for this series.  

 

Want to empower your Business Unit leaders to track consumption and see their impact on bottom-line costs?

 

Configuring and Using CT Business Unit Reports is an introduction to the reports included in the component and a couple of the nuances of configuration.

 

The Cost Transparency Business Units component gives Business Unit leaders the insights they need to make proactive assessments. You’ll see reports that reveal detailed spend information for each Business Unit, including the ability to drill down to view the unit’s application and project spend. You can also see Business Unit spend by category, and what the BU is spending on each application and service it consumes.

 

Get to know the CT Business Units component – another way to maximize the value you get from Apptio.

 

Length: 5 minutes

 

Format: Self-Paced

 

Audience:

  • Reporting analysts with permission to create reports
  • TBMAs

 

 Related pages:

Install and configure the CT - Business Units component 

Business Units Module configuration 

Hi Folks,

I've recently had a couple questions from folks about the best way to submit a feature request that you'd like to see in the product.  So I thought rather than answer it several times, I'd write a blog post. Before I start I want to set expectations that I can't promise if or when your request will get added, but the first step is to get it into the request list so that engineering can look at it to see if it's feasible and beneficial to many people. 

 

The first step should be to go to the Product Central page for the product for which you have the idea.  For some of the products, such as ITPF, there is an area where you can submit feature requests and review current requests under consideration.  Scroll down the project page to find it. 

 

However not all products, CT for example, have a feature request area on Community.  To submit a feature request for CT, you would log in to Support.apptio.com and click the "Have an Idea" option.

 

Next click the "Have and Idea for Other Apptio Products - Submit an Idea" option.  

 

Just fill in the blanks and you're done.  Be as specific as possible in your description.  Specify the product in the drop down and your description should include the scenario where you'd want the new feature to be available or happen and it should also include a "How will I know when it's working/done".   

 

I hope this helps!

 

Cheers,
deb

Hi TBM Heroes,

This question came up in class quite some time ago and I can't remember now who asked it.  Anyway, it took me a while to find someone who knew the answer but I finally tracked it down.  I tried to find the asker in my notes and email but was unsuccessful.  Hopefully though you are following me and will see that I didn't give up on getting you an answer. 

 

The question was related to an unusual menu option in one of the OOTB reports. This Tabbed table is in the OOTB Application Review report.  About halfway down the page.  Notice that rather than Size and Position, the right click menu shows an option to "Change Size" . A student in class was curious about where that option came from and why it doesn't exist in other places. 

  

 

So it turns out that it's related to the group settings,  The tab with the unusual menu item is nested inside a larger grouping component and that grouping component is set to use dynamic layout.  When you have nested components inside a group that used dynamic layout, you won't get the option to specify the position of the item in the group, so it changes the menu to only offer a sizing option.  

If you drag the tab component outside the group (not the easiest task since there are a lot of layers in this report) you can see that once it's outside the group the tab component once again has the Size and Position option.  It's no longer controlled by the rules of the group. 

 

 

Michelle McGuire - was it you who asked me about this? 

Rhonda Keller and Debbie Hagen join us to discuss the ETBMA Case Study. Curious about the following? Then take a few minutes to listen to their insights.

  • What happens when a case study is submitted?
  • What are the review standards for a case study submission?
  • Why do some case studies stand out to the review board?
  • Are there any tips or tricks that will help me create an outstanding case study?

 

ETBMA 2018 Case Study 

ETBMA Case Study Grading Rubric 

  •      Are you curious how calculations work in Apptio? 
  •      Are you wondering how you can manage your checkins and checkouts as a team?  
  •      Do you know the best way to organize your data sets when loading them into Apptio?

 

 If you have these questions and others, you’ve come to the right place.  We’ve collected the most common requests we get for  “I really wish someone would explain how this works…”.  Ryan Oliver has generously provided explanations for those things TBMAs want to understand while using our software.

 

Copy Forward, Data Freshness and Data Versioning (3 mins.)

Data Set Organization (6 mins.)

Review Project Error Notifications (11 mins.)

"Various": What Should I Do? (5 mins.)

What is Happening During Calculations? (11 mins.)

Working as a Team in Apptio: Check-in & Check-out and Coordinating Who Owns What

Understanding Error Text - Link Only

https://tbmcouncil.jiveon.com/docs/DOC-8276

 

Data Upload Interface - Link Only

https://tbmcouncil.jiveon.com/docs/DOC-4881

 

Allocations Summary - Tracking Unallocated Values

Unallocated Report 

 

Filtering Data in a Column - 1 vs 100 vs 100%

[Closed - Enablement] Increase usability of column filters for numeric values 

*this content was updated on May 4, 2018 to fit with the recently updated backpack courses*

I am writing this post mainly for CT beginners that are working on building a cost transparency foundation project 1st backpack course in Apptio University.  However, the concept and the formulas are the same in R11.

 

Understanding the Default Allocations in Apptio's Cost Transparency Application

In many, if not all cases, you will want to create your own allocations in your models but when you don't, you'll need to understand Cost Transparency's default or “out of the box” allocations.  

 

The default CT allocations are based on a Data Relationship.  This means when there are matching values in each column (on the sending object side and the receiving object side), the data tables can share information and dollars can flow.  If there are not matching values, the dollars will not flow.

 

If you look at those columns in the master data tables (look in the Formulas step) you will see a formula. We need to make sure that the formulas are generating equal values or else our dollars will not flow.  

 

Below is a table that shows the formula that is in the default allocation for getting dollars to flow from the Cost Source object to the Labor object.  See the formula and then examples of what it generates for 2 different GL line items.

COST SOURCE MASTER DATA.Cost Source_Labor Key

LABOR MASTER DATA.Cost Source_Labor Key

Cost Source Master- Is Labor?

Cost Source Dollar

Amount

Dollars

Flow from Cost Source to Labor Object?

=if(upper(Is Labor)="YES","Labor_Key"&&Cost Center&&Cost Pool&&Cost Sub Pool&&Labor Key Metafield,"CS_Labor_null")

="Labor_Key"&&Cost Center&&Cost Pool&&Cost Sub Pool&&Cost Source Key Metafield

 

 

 

Labor_Key – CC1565254222 – Internal Labor – Internal Labor –

Labor_Key – CC1565254222 – Internal Labor – Internal Labor -

YES

$2500

YES

CS_Labor_null

 

NO

$400

NO

 

This is especially important information to know when troubleshooting issues in your model.

 

Can you change those default allocations?  Absolutely!  And as mentioned above in many or most case you will want to do that based on your company data.  You get a chance to do this in the 1st backpack too.  So be sure to watch the Allocations video in the Videos and Documentation section of your backpack.  

Happy Learning! :-)

 

 

Have you started the Understanding the TBM Framework course? In addition to the course you will have the opportunity to complete a Community Quest! The first challenge in the quest is available now

 

You will have the opportunity to earn Community points, three Community Badges, and eventually learn how to earn your very own TBM Framework Dude! 

 

Check out the TBM Framework quest page to begin!

 

Enjoy!

 

#TBMFrameworkChallenge 

 

Understanding the TBM Framework is a new self-paced course from Apptio U! This course was inspired by the Learning the TBM Framework (the Easy Way) blog by ETBMA Jairus Green in which he introduced his TBM Framework Dude. Jairus was inspired to create the TBM Framework Dude to give him a conceptual overview of the TBM Framework when explaining it to others. Remember we told you there was more to come? Well…here is the "more!" This course is designed for new or experienced TBMAs looking to refresh their knowledge of one of the many TBM Tools, the TBM Framework.

In this course you will learn how:

• the TBM Framework aligns with other TBM Tools.
• the IT organization utilizes the TBM Framework to enhance the entire business.
• the organizational elements are implemented to improve the way IT provides value to the business.
• the core disciplines are incorporated to anticipate future changes and align with strategic business goals.
• the IT organization uses value conversations to focus on overcoming various trade-offs with the goal of better business outcomes. 

 

Now on to the #TBMFrameworkChallenge! In addition to completing the course you will have the opportunity to complete three Community Challenges! The challenges will be released quarterly. You will have the opportunity to earn Community points, up to three Community Badges, and eventually learn how to earn your very own TBM Framework Dude! The points you earn will count toward your Community Engagement points required for your Recognized and Elite TBMA Certification. The first Challenge will be released June 2018!


Length: 40 minutes (not including time to complete challenges)
Format: Self-paced
Audience: Community Users

 

Special thanks to Debbie Hagen and Jonathan Strauss who served as subject matter experts for this series.  

Everyone!  The Superhero's have been sent off and those of you who are getting one will receive it shortly!  Please post a pic when they arrive Jillian Ferguson Ben Burkett Matthew Rosenbluth Martyn Dawes Keith Edwards David Battaglia Juliet Orgain Gordana Moore Peggy Cantu Juan José Jarillo Trae Baker