Apptio BI

Getting started

• What is Apptio BI
• Log in to Apptio BI
• Find your way around Apptio BI
• Supported data sources
  • Cloudability Rightsizing Recommendations
  • Cloudability Financial Planning Data
  • Cloudability MSP Data
• Apptio BI feature capabilities by data source
• Roles in Apptio BI

What's new in Apptio BI

Configuring Apptio BI

• Set your preferred currency
• Enable user locale settings
• Costing Standard Project Time Span Definition

Administering Apptio BI

• Manage data sources

Working with reports

• Apptio BI reports overview
• Reports page
• Report-viewer interactivity
  • Alternative Measures
  • Drills and Exploration Mode
  • Table hierarchies and subtotals
  • Report-level filters
  • Filter Data in Tables
• Out-of-the-box Apptio BI Reports
  • Financial Review by Account Groups - CapEx
  • Financial Review by Account Groups - OpEx
  • Financial Review by Owner - CapEx
  • Financial Review by Owner - OpEx
  • ITP Plan Summary
  • Investment Summary Report (Beta)
  • Labor Summary Report (Beta)
  • AWS | Resource Optimization
  • AWS | Services Overview
  • Azure | Services Overview
  • OCI | Services Overview
  • Cloud Operations Dashboard
  • Compute Service Owner
  • Executive View - Cloud Costs
  • Finance Executive Cloud Spend
  • GCP | Services Overview
  • Reservation Service Owner
  • Storage Service Owner
  • Cost Visibility
  • TotalCost Spend - Invoice View
  • TotalCost Spend - Consumer View
  • Consumers
  • Executive Overview
  • Financials
  • Labor
  • Solutions
  • Vendors
• Create custom reports
• Typeahead Search
• Share a report
• Calculated Metrics
• Subscribe to a report
• Use multiple pages
• Copy visualizations between reports and pages
• Move visualizations between reports and pages
• Manual Query Execution
• Hide or unhide Apptio BI Reports
• Modify a report
• Report Level Date Range
• Duplicate a report
• Rename a report
• Create favorite reports
• Set the default report for your home page
• Report collections
• View reports shared by others
• Export Data

Working with visualizations

• Visualizations overview
• Area chart
• Stacked area chart
• Bar chart
• Stacked bar chart
• Column chart
• Stacked column chart
• Donut chart
• KPI
• Overlay Chart
• Pie Chart
• Tables
• Treemap
• Trended Comparision
• Text Box
• Sample Apptio BI visualization

Working with Insights

• What are Apptio BI Insights
• Build Insights in Apptio BI
• Set up email notifications for Insights

Insights template configuration

• Insights template configuration guidelines
  • Cost Avoidance, End User Devices | Leased from Non-Preferred Vendors
  • Cost Avoidance, Vendors | Applications Supported by Non-Strategic Vendors
  • Cost Avoidance, Vendors | Services Sourced Outside Preferred Vendors
  • Management, Labor | Contractors Exceeding Maximum Hours
  • Management, Labor | Virtual and Private Cloud Resources
  • Management, Projects | At Risk Projects Supporting Critical Applications
  • Management, Projects | Business Initiative Alignment
  • Management, Projects | Closed Projects Incurring Labor Hours
  • Optimization, End User Devices | Asset Management
  • Optimization, Infrastructure | Applications Development Environments
  • Rationalization, Applications | Eliminate Development Cost
  • Rationalization, Applications | Retired Applications Incurring Cost
  • Data Quality, Applications | Unknown Server Environments
  • Data Quality, Applications | Unknown Server Locations
  • Data Quality, Applications | Unknown User Counts
  • Data Quality, End User Devices | Unknown Ownership
  • Data Quality, Financials | Cost Pool Mapping
  • Data Quality, Infrastructure | Server Environment Tagging
  • Data Quality, Infrastructure | Server OS Tagging
  • Data Quality, Infrastructure | Unknown Server CPU Cores
  • Data Quality, Towers | Unmeasured Quantities