Use the performance review component
Applies to: Apptio TBM Studio 12.5 and later. The Performance Review component is an in-application utility that creates reports that an Apptio TBM Studio Administrator can use to gain insight into the impact their current project configuration has on application performance. This component is available in R12.5 and later and was part of the v.105 content payload.
- For installation instructions, see Install the Performance Review component
- For more detailed information on configuration performance tuning, see Improving performance in your R12 projects
Upgrade the Performance Review component
- On the Project tab in the Project Setup group, select Project Settings.
- In the Components Version drop-down list, select Version 110 (or the latest), then click Save.
- On the Project tab, in the Project Data group, select Components. You should now see the Performance Review component.
- Select Performance Review.
- If, at this point, you see messages indicating that there have been customizations, you need to Revert those. To revert, scroll to the bottom of the Analyze Performance Component page. If there are customizations present, select the revert arrow next to the customized component entry to revert. After reverting any component customizations, select the Upgrade button.
- Now, the latest Analyze Performance appear in the Project Explorer under Report > Service Costing > Analyze Performance.
- At this point, you may choose to revert the change to the Components Version, so that all the
components are not shown as having upgrades. To do this, revert the Project
Settings as follows:
- On the Home tab in the Document group, select Revert Changes.
- In the revert dialog, select only Project Settings and select Revert Check
Out.
Navigate to the Performance Review Component Reports
Installing the Performance Review component creates a report that is accessible throughApptio TBM Studio. This report is available to users with the ADMIN role. For more information, see Manage user permissions and roles. The report is located in the Project Explorer under Reports > Service Costing > Analyze Performance.
- Overview
- Model Detail
- Project Information
The Model Detail and Project Information tabs have sub-tabs containing the reporting discussed in this document.
New Features in 12.9.3 / Content v109
- Supports analysis of changes in a user’s workspace.
- Supports comparison of workspace relative to stage.
- Support for changing the metric the analyzer examines.
- Support for identifying path count issues.
- Support for custom “focus drills”.
- Support for changing the small rows threshold.
- Small rows table accuracy improvements.
Important Tips
Click the ToolTip icon 
for any given table for information on the table contents. In
some cases, the content of the tabs may not initially render. If a table doesn’t load, righ-
click and select update data.
Overview Tab
This tab contains basic information about the Performance Review component and contains links to supplementary R12 project performance information on the TBM Connect community site.
Model Detail Tab
Under the Model Detail tab, you can observe the model metric which the report is currently configured to examine. In the following screenshot the Cost model is configured for analysis.
Changing the Model and/or Bottom Object
To examine a different model, you can modify the Performance Review Config table by clicking on the link in the report.
To analyze a different model, you can edit the Performance Review Config table’s Metric value. You can also specify a different Bottom Object for situations like custom models with a bottom object other than Cost Source. When you change this in your workspace, the changes will be reflected in the Analyze Performance reports in your workspace.
Model Detail: Allocation Information
This tab shows all of the model objects that have allocation relationships and shows the size of the Allocation Relationship tables for each allocation. This allows for quick identification of the largest allocations that may be contributing to increased model calculation times. To see the largest relationships, select Row Count > Sort Descending.
Model Detail: Drill and Identifier Information
The Drill and Identifier Information tab contains information about table granularity and the efficiency of allocations among tables. The table uses conditional formatting to help identify areas where object identifiers and data relationships between related tables may be reaching thresholds that could negatively impact project performance and overall calculation times.
AR Rows
To view the largest assignment ratios tables for all objects in the model relative to the bottom
object, select AR rows > Sort Descending. Select the ToolTip icon in the report for more information.
Sparseness
The “Sparseness” column can be sorted descending to view how close AR tables are to the theoretical worst case. The theoretical worst case is an even spread of everything in the bottom object to the top object.
Identifier Health Score
The “Identifier Health Score” column displays the estimated health of identifiers as measured by identifier variation over the year. The scores are on a scale from 1 (worst) to 100 (best).
One way to think of this is that in an ideal world your object identifier would be the same across all time periods. Therefore, if there 10 unique identifiers in all periods, then there would be 120 total for the year or exactly a 1:12 ratio. If the ratio is larger, that indicates more variation over time. Lots of identifier variation means that the system has to calculate a larger table to report on time aggregates (e.g. year to date or trends).
Running this report can cause significant load depending on your configuration. Be mindful of this when working with a suspect configuration.
Model Detail: Model Granularity
This tab focuses on the intersection between model object granularity and the units allocated per row by identifying areas of the model where low-dollar allocations may be contributing to long model calculation times. In the following example the Storage object which has a total row count of 71,787 rows and a total value of $19,233,756 has 57,787 rows, or 80% of its total row count, representing a total of $3,115.57. This suggests an opportunity for optimization of the small rows.
Model Detail: Focus Drills
Sometimes configuration will lead to large drills between two objects which have nothing to do with Cost Source. If this happens, the Focus Drills table can be used to add custom drills for problematic data relationships in a model. Use this as a means to complement the Drill and Identifier Information table for specific drills in specific models that need extra attention. You should not use it as a substitute for the Drill and Identifier Information table.
To customize the table, click on the Performance Review Focus Drills link to navigate to the associated table.
Check out and edit the table appropriately to add or remove custom drills:
View results in the report:
- Right click on the table header.
- Select Show/Hide Columns.
- Check the Model box.
- Click OK
- Move the Model column if desired.
Model Detail: Comparison by Environment
The Comparison by Environment tab displays AR table sizes, identifier sizes, worst case drills, and sparseness in your workspace relative to the latest Stage build. This allows you to assess if your workspace contains configuration which might have a negative effect on performance before you check the config in. Filter the various “change” columns using “!BLANK” and sorting to view the changes and their magnitude. Running this report can cause significant load depending on your configuration. Be mindful of this when working with a suspect configuration.
Model Detail: Model Paths
The Model Paths tab measures complexity of your model. When Apptio prepares to calculate drills in support of reporting, it first has to determine all the paths which allocations can take. In some cases, model path calculation can become significant, which increases calculation times. If the “Paths to Bottom” value becomes larger than one million, then model complexity may be impacting your calculation times. Consult with your TAM or Apptio Support for guidance on how to reduce path count.
Project Information Tab
The Product Information tab contains information which can be hard to come by in any other way.
Project Information: Report Information
The Report uses the following fields:
| Field | Description |
|---|---|
| Report ID | Report identification number used by the platform |
| Title |
Actual name of the report If the report has an aliased name, it will not display the alias in this column. |
| Preload | The report configured to pre-calculated. This is a setting in the report ribbon |
| Customized | This column shows if an Out of the Box report has been modify by a user in TBM Studio |
| Last Mod Date | The date of the last save of this report in the UI |
| Last Mod By | This username of last editor to make a save of this report |
| Access |
Which TBM Studio roles have access to this report If this field is blank, the report can be accessed by all roles that have access to the project. |
| Full Path | The URL path to this report as shown in the address bar of a web browser |
Project Information: Dataset Sizes
The Dataset Sizes tab shows information about all of the datasets that are part of the project:
| Field | Description |
|---|---|
| Name | This column contains the name of the table as it appears in the TBM Studio Project Explorer. |
| Source | The name of the source file, in the case where the system generated the file, you may see Master or System Generated as the source. |
| Type |
This column shows the source of the dataset.
|
| Category | The value in the Category field. This is defined by the user at upload. |
| Hidden from View | Tables that will not show in the Project Explorer unless explicitly selected in the the field filter |
| Hidden from Inference |
These are tables that came into TBM Studio R12 from an R11 platform upgrade This is a legacy setting. |
| Copy Forward | A legacy setting from projects that came into R12 from and R11 platform upgrade |
| Customization State | This shows if an Out of the Box table has been modified by a user through the UI |
| Row Count | This is the row count of the table after all Transform Pipeline steps have been processed |
Project Information: Transform Versions
This tab tells you when a transform was versioned.
Project Information: Size Trends
This tab is helpful for viewing table row size growth over time and isolating spikes which may be associated with performance issues.
