SSTN0OY - Documentation Index

Table of Contents

• Welcome
• TBM Studio
• Recent releases
• 2025 Release Notes
• 2024 Release Notes
• What is TBM Studio?
• Core Concepts
• Quick Start Guide
• UI Overview
  • Main Navigation Areas
  • Environments
  • Working with Documents
  • Keyboard Shortcuts
  • Customization Options
• Learning Paths for Business Analysts
• Learning Paths for IT Finance Teams
• Learning Paths for Administrators
• Learning Paths for Developers
• Next Steps for All Roles
• Data Import & Management
  • Upload Data from Files (Excel, CSV)
  • Connect to External Data Sources (DataLink)
  • Version Tables for Monthly Data
• Transform & Enrich Data
  • Clean and map data using Map Columns
  • Join data from multiple sources
  • Apply formulas to transform data
  • Filter data by date partition
  • Append multiple data sources
• Manual Data Entry
  • Create Blank Editable Tables
  • Create Enriched Editable Tables
  • Configure Dropdowns and Validation
  • Set Up Editable Table Publishing
• Data Security
  • How-To Guide 1: Apply Row-Level Security to Tables
  • Apply row-level security
  • How-To Guide 2: Control Access with User Mapping
  • Best Practices for Row-Level Security
• Data Export
  • How-To Guide: Configure Published Tables
  • How-To Guide: Export Data via API
• Model Basics
  • Add a Table to the Model
  • Understand Model Metrics (Cost, Budget, Forecast)
  • View the Model Diagram
• Create Allocations
  • Set Up Simple Allocations (One-to-One)
  • Configure Drivers for Allocations
  • Create Multi-Tier Allocations
  • Handle Unallocated Costs
  • Allocation Troubleshooting Reference
• Advanced Modeling
  • Use Matching Logic for Allocations
  • Configure Weighting Columns
  • Trace Cost Flows Through the Model
  • Create Model Reports (Sankey Diagrams)
• Report Basics
  • Create a Basic Report
  • Add Tables to Reports
  • Add Charts and Visualizations
  • Use Slicers for Interactive Filtering
  • Putting It All Together: Your First Report
• Report Customization
  • Create Custom Perspectives
  • Build Report Collections
  • Design Master Reports (Templates)
  • Configure Report Permissions
  • Summary
• Advanced Reporting
  • Create Drill-Through Reports
  • Add Editable Components to Reports
  • Configure Dynamic Sizing and Positioning
  • Export and Print Reports
• User Management
  • Create and Manage Users
  • Assign Roles to Users
  • Configure Custom Roles
• Access Control
  • Decision Guide: Choosing the Right Access Control
  • Set Report Permissions by Role
  • Implement Row-Level Security for User Access
  • Configure Editable Table Permissions
• API Integration
  • How-To: Authenticate with the API
  • How-To: Upload Data via API
  • How-To: Download Data via API
  • How-To: Handle API Errors
  • Quick Reference
• Scripting
  • How-To Guide: Write ApptioScript Formulas
  • How-To Guide: Use Common Script Patterns
• Recent Releases
• Previous Releases
• New Report Studio Overview
• How the New Report Studio Works
• A Guide to New Report Studio’s Navigation
• User Roles & Permissions
• Create Your First Report
• Create Your First Report Collection
• Custom Formulas
• Drill Navigation
• Report Lifecycle
• Report Canvas
• Theme Engine
• Components Overview
• Slicer
• Column Picker
• Quick Pivot
• HTML
• Group
• Tabs
  • Tab Visibility Rules
• Button Component
• Visualizations Overview
• KPI
• Table
  • Table Column Overflow Menu
  • Renaming Columns in Table
  • Hiding Intermediate Dimensions
  • Show Values
  • Tree View
  • Export a Table to Excel
• Editable Table
• Bar Charts
• Column Charts
• Line Charts
• Pie Charts
• Column + Line (Overlay) Charts
• Heatmaps
• Bubble Charts
• Report Viewer Overview
• Export Report to PDF
• Email Report
• Saved Views
• Admin Control for New Report Viewer Access
• Configuration and Customization
  • Steps to Enable Modernized OOTB (NX) Reports in Client Instance
  • IBM Apptio Report Migration Assistant Guide
• Troubleshooting & FAQs
• Introduction to Technology Business Management
• The TBM Taxonomy
• Common TBM Use Cases
• Cost Allocation Methodologies
• TBM Maturity Model
• Data Architecture
• Data Flow Overview
• Tables and Table Types
  • Transform Tables
  • Editable Tables
  • How Editable Tables Fit in the Data Flow
  • Published Tables
  • Table Type Decision Matrix
• Transform Pipeline Concepts
• Versioning and Time Periods
• Data Freshness and Validation
• Data Integration Patterns
• Model Concepts Overview
• Model Objects and Relationships
• Metrics: Modeled vs. Calculated
• The Allocation Engine
• Allocation Order and Processing
• Unallocated Costs
• Model Validation and Tracing
• Security Architecture Overview
• Authentication and Identity
• Role-Based Access Control (RBAC)
  • How RBAC Works
  • Default Roles
  • Custom Roles
  • Permission Inheritance and Effective Permissions
• Row-Level Security (RLS)
  • How RLS Works
  • RLS Architecture
  • RLS Scope: Where RLS Applies
  • RLS Inheritance and Flow
• Report and Component Permissions
  • Component-Level Visibility
  • Editable Table Permissions
  • Table Upload Component Permissions
  • How Report Permissions and RLS Interact
• Security Best Practices
  • Security Design Patterns
  • Security Testing and Validation
• Security Across the Lifecycle
  • Staging Environment Security
  • Production Environment Security
  • Security and the Check-In/Check-Out Workflow
• Build & Deployment Lifecycle
• Understanding the Three Environments
• Check-Out and Check-In Workflow
• Build and Calculation Process
• Promotion Workflow
• Rollback and Recovery
• Branches and Hotfixes
• Integration with Other Workflows
• What to Learn Next
• Data Studio Reference
  • Tables
    • Creating Tables
    • Table Source Options
    • Data Refresh Cycles
    • Table Column Types
  • Transform Steps
    • Adding Transform Steps
    • Complete Transform Step Reference
  • Formulas Quick Reference
  • Published Tables
  • DataLink Connections
  • Data Workspace Interface
  • Table Operations
  • Error Handling
  • Enhanced Excel Parsing
• Model Objects
  • Model Object Properties
  • Object Relationships and Dependencies
  • Object Naming Conventions
• Drivers
  • Driver Configuration Options
  • Driver Data Requirements
  • Driver Validation Rules
  • Deleting a Driver
• Allocations
  • All Allocation Configuration Options
  • Allocation Order and Precedence
  • Allocation Calculation Behavior
• Model Metrics
  • Metric Classification
  • Metric Properties
  • Metric Aggregation Rules
  • Custom Metric Creation
• Model Diagrams
  • Sankey Diagram Concepts
  • Diagram Navigation
  • Diagram Customization Options
  • Export and Sharing
• Model Reports
  • Model Report Types
  • Visualization Options
  • Report Parameters
  • Common Issues
• Report Studio Reference
• Report Components: Tables
  • Table Structure Configuration
  • Column Configuration
  • Data Display Options
  • Sorting Options
  • Filtering Options
  • Calendar-Based Columns
  • Sparklines and Status Indicators
  • Table Properties
  • Table Behavior
  • Performance Considerations
• Report Components: Charts
  • Bar Charts
  • Column Charts
  • Line Charts
  • Pie and Donut Charts
  • Trend Charts
  • Waterfall Charts
  • Tree Maps
  • Radar Charts
  • Overlay (Combination) Charts
  • Common Chart Properties
  • Color Configuration
  • Navigation and Drill-Through
  • Chart Interactivity Features
  • Chart Selection Guide
  • Axis Labels and Formatting
  • Legacy Charts vs. Ad Hoc Charts
• Report Components: Filters and Slicers
  • Filter and Slicer Component Types
  • Data Binding Configuration
  • Filter Behavior
  • Filter Scope
  • Hierarchical and Cascading Filters
  • Time Period Filtering
  • Filter Performance Considerations
  • Common Filter Patterns
  • Troubleshooting
• Report Components: Navigation
  • Navigation Component Types
  • Drill-Through Configuration
  • Conditional Navigation
  • Hierarchical Slicers for Drill-Down
  • Navigation Styling
  • Navigation Best Practices
• Report Components - Input Components
  • Input Component Types
  • Data Binding
  • Validation
  • Input Behavior
  • Permissions
  • Common Use Cases
• Report Components: Editable Tables in Reports
  • Editable Table Configuration
  • Column Editing Options
  • Validation Configuration
  • Row Operations
  • Save Behavior
  • Edit Permissions
  • Styling Editable Tables
  • Editable Table + Report Integration
  • Common Patterns
  • Troubleshooting
• Report Properties
  • Time Period Configuration
  • Display Settings
  • Active and Preload Settings
  • Master Report Setting
  • Security Settings
  • Print and Export Settings
  • Email Subscription Settings
  • Breakdown and Advanced Display Options
  • Localization Settings
• Layout Options
  • Screen Size Options
  • Component Positioning
  • Component Sizing
  • Container Components
  • Print Layout Configuration
  • Master Reports
  • Layout Best Practices
• Master Reports
  • Master Report Concepts
  • Creating Master Reports
  • Master Report Content
  • Inheritance
  • Applying and Removing Master Reports
  • Master Report Best Practices
  • Multi-Level Masters
  • Troubleshooting Master Reports
• Report Collections
  • Collection Concepts
  • Creating Collections
  • Adding Reports to Collections
  • Collection Navigation
  • Collection Settings
  • Collection Permissions
  • Collection Organization
• Report Permissions
  • Permission Model Architecture
  • Permission Types
  • Permission Assignment
  • Row-Level Security in Reports
  • Component-Level Permissions
  • Permission Best Practices
  • Troubleshooting Permission Issues
• Introduction to formulas and functions
• Syntax for formulas and functions
• Data lookup
• Referencing column names
• Operators
• String concatenation
• Updated Eval Formulas
• Functions: Annotated list
• Functions - Where used matrix
• Annotated list of functions by type
• Abs function
• Annual function
• Annualize function
• Average function
• Bullet function
• CapFirstLetter function
• ColumnExists function
• ConvertCurrencyFromBase function
• ConvertCurrencyToBase function
• CopyTable function
• Currency function
• CurrentDate function
• DateFormat function
• DateSum function
• Days function
• DomainName function
• DurationOfMonth function
• DynamicColumn() function
• Elapsed function
• Eval function
• EvalWiki function
• Find function
• GetGroupbyColumn function
• GetInfo function
• GetLastFilterColumn function
• GetLastFilterValue function
• GetLastPublishTime function
• GetNextPublishTime function
• GetReportName function
• GetReportPath function
• GetTimeOffset function
• Hours function
• Icon function
• If function
• IPLookup function
• IsNumeric function
• Key function
• Large function
• LargeIf function
• Left function
• Len function
• Lookup function
• Lookup_Wild function
• LookupContains function
• LookupEx function
• Lookup_From_Editable function
• LookupFromPath function
• LookupMetric function
• LookupObjectTotalAllocated function
• LookupObjectTotalValue function
• LookupObjectUnitAllocated function
• LookupObjectUnitValue function
• Lower function
• Max function
• Mid function
• Min function
• Minutes function
• Mod function
• Months function
• Now function
• NumberFormat function
• ObjectName function
• Percentile function
• Period function
• PeriodsInHalf function
• PeriodsInQuarter function
• PeriodsInYear function
• Plural function
• Pluralize function
• Power function
• PreviousMonth function
• PreviousYear function
• ProjectExists function
• ProjectName function
• Quarter function
• QuarterToDate function
• Rand function
• Ratio function
• Recurring Publish function
• Replace function
• ReplaceRegex function
• Right function
• Round function
• Row function
• RowCount function
• RowCount_EditableTable() function
• Search function
• SLN function
• Small function
• SmallAcrossTime function
• SmallIf function
• Sparkline function
• Split function
• SplitEx function
• StatusIcon function
• Substitute function
• Sum function
• SumIf function
• SumIfHierarchy
• TableInfo function
• TableMatch function
• TimePeriod function
• Trim function
• Trunc function
• Undrill function
• UniqueCount function
• UniqueValues function
• Untag function
• Upper function
• Use_Map_Grid function
• Use_Map_Table function
• Value function
• YearToDate function
• Project Administration
• User Management
• Security & Compliance
• Performance & Optimization
• ApptioOne Precision
• Build & Deployment
• Introduction
• Data Studio Issues
• Model Studio Issues
• Report Studio Issues
• Build and Deployment Issues
• Configuration Recommendations
• Unused Resource Recommendations
• Diagnostic Tools
• Getting Help