Sep 3 2024

Monthly Newsletter, September 2024

Welcome to education and inspiration with the September edition of Cubewise’s Educational Departments Newsletter.

Explore a curated collection of enriching topics tailored to inspire and educate. Whether you’re a seasoned professional or a curious learner, discover insights that await you in this edition.

For further exploration or questions, contact us at edu@cubewise.com. Happy reading!

Exciting Events You Won’t Want to Miss!


September is packed with opportunities to enhance your skills and knowledge IBM Planning Analytics. Whether you’re looking to join a webinar or attend an in-person event, there’s something for everyone.

Here’s what’s coming up:

Webinar Session 1 – Navigating ESG Reporting: Simplifying Complex Requirements

📅 When: 10 September 2024
🌍 Location: Virtual
🌐 Language: English
🔗 Register today!
📝 Description: Dive deep into CSRD and ESRS, simplifying these complex reporting requirements. Learn how to streamline compliance, improve data accuracy, and ensure consistency across your systems. Perfect for those looking to enhance their understanding of regulatory needs.

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Apliqo at Accounting & Controlling Summit

📅 When: 11 September 2024
🌍 Location: Düsseldorf, Germany
🔗 Learn More and Register
📝 Description: The world of accounting is rapidly evolving with AI, RPA, and digitalization. This summit will address the challenges and opportunities in cybersecurity, ESRS, and ESG, along with the importance of real-time reporting and sustainability.

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Webinar Session 2 – Navigating ESG Reporting: Simplifying Complex Requirements

📅 When: 25 September 2024
🌍 Location: Virtual
🔗 Register today!
📝 Description: If you missed the first session, here’s another chance to master CSRD and ESRS. This webinar will cover the key elements needed to streamline compliance and tackle common challenges like data accuracy and system integration.

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Innovate New York City – IBM Planning Analytics Networking & Happy Hour

📅 When: 26 September 2024
🌍 Location: New York, USA
🔗 Register today!
📝 Description: Enjoy an evening of networking, cocktails, and breathtaking views at Nubeluz by José Andrés. This event is perfect for professionals focused on innovation, automation, and IBM Planning Analytics. Space is limited, so register early!

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Cubewise at IBM Next-Gen Business Analytics TechXchange

📅 When: 27 September 2024
🌍 Location: Amsterdam, Netherlands
🔗 Learn More and Register
📝 Description: Elevate your business strategies with advanced analytics and AI at this premier event. Discover new features in IBM Cognos, Controller, and Planning Analytics, and participate in sessions on ESG, hands-on labs, and masterclasses led by IBM’s European leadership.

Don’t miss out on these valuable learning and networking opportunities. Mark your calendars and register now!

Discover the Upgraded Video Hub for IBM Planning Analytics!


We’re excited to announce that our Video Hub is now better than ever! Whether you’re looking to deepen your knowledge or stay current with the latest trends, our hub is your go-to resource.

 📢 Here’s what you can look forward to:

  • Over 500 Recorded Sessions: Access a vast library of content from past events and webinars.
  • Organised Content: Easily find the presentations that matter most to you with our new categorisation.
  • Interactive Viewing: Watch videos and leave your comments to engage with the content.
  • Tracking Progress: Mark videos as complete to keep track of what you’ve watched.
  • Regular Updates: Stay up-to-date with the latest trends and deep dives in IBM Planning Analytics.

Register for the Power User Membership to access the Video Hub! 

Dive in today and enhance your IBM Planning Analytics journey!

Gear Up for an Amazing Learning Experience This September!


Embark on an exciting journey of knowledge and skill enhancement with our training content.

📅 Expertly Designed Half-Day Sessions: Online Training Schedule 
🔗 Register Now: Join the Training
🔍 Discover Our Courses: Explore Course Details
💡 Diverse Educational Offerings: Educational Options
❓ Need More Info? Contact us at edu@cubewise.com.

🎓 Unlock Boundless Opportunities! Secure your spot today for an incredible learning experience in August.

Unlock the Power of MDX with Our Advanced Course! 


Are you ready to elevate your TM1 skills? Dive deep into MDX with our Advanced MDX Course! Enhance your data querying and reporting capabilities, and set yourself up for mastering TM1py with this comprehensive training.

🔗 Sign Up for Training

📚Course Breakdown

  • CURRENTUSER: Tailor data experiences based on the current user.
  • StrToMember: Use user selections from a User Preference cube
  • Filtering Members: Customise reports based on user inputs.
  • Dynamic MDX Views: Link views to user inputs for interactive reports.
  • Creating Sets: Generate sets like current and previous years.
  • Error Prevention: Use StrToSet and IIF functions to avoid errors.
  • MDX Logging: Enable logging for better tracking and troubleshooting.


 🧑‍🎓 What Attendees Are Saying:
 “Liesl is a very wonderful trainer. She is very knowledgeable backed up with good experience and was easy to follow her. It was fun working with her.”
— Parvez Mohammed
 
 📃 Training Details:

Join our training sessions with Liesl Berry and experience top-tier instruction that will take your IBM Planning Analytics/TM1 skills to new heights.

Upcoming Online Classroom Sessions:

  • 18 + 19 Sep: 8am to 12:00pm BST
  • 19  + 20 Sep: 9am to 1:00pm AEST 
  • 11 + 12 Dec: 8am to 12:00pm GMT
  • 12 + 13 Dec: 9am to 1:00pm AEDT

Prefer a different schedule? Start self-paced training on your own timeline!
Enroll today and transform your data management skills! 

Post Training Insights


Stay ahead with our evolving repository of tips and techniques, shared at the end of each training resource. Gain deeper insights and continuously enhance your skills with these new additions to the Value of IBM Planning Analytics / TM1 training resource:

A learning experience: Improving Planning, Cloud and Managed Services:
Get an insight into UTS’s journey with Planning Analytics, focusing on their cloud experience and use of Managed Services to enhance their operations. Ideal for those interested in how other organizations leverage Planning Analytics.

Personalised Portfolio Management for High Net Worth Clients:
Learn how Mercury Private uses TM1 for scalable portfolio rebalancing in non-discretionary individually managed accounts (IMA). Over the past 18-20 months, this automated tool has optimized profits and after-tax outcomes, managing over $1 billion in assets across 650 portfolios. Alan Chen, Project and Business Analyst, will share how TM1 has enhanced their portfolio management capabilities.

Explore these insights now!

Available to Course and Power User Members.

Unlock Your Learning Potential


Join our fortnightly Educational Induction sessions to maximise your membership benefits and kickstart your learning journey.

What to Expect:

  • Discover membership benefits.
  • Explore the Community Hub and Video Hub.
  • Receive step-by-step guidance.
  • Stay updated on events.
  • Participate in Q&A sessions.

Mark your calendar and RSVP for a session that fits your schedule:

Sep 11: 8:00am – 9:00am (AEST – RSVP) (BST – RSVP)
Sep 25 : 8:00am – 9:00am (AEST – RSVP) (BST – RSVP)

Looking forward to seeing you at the next Induction session!

Master MDX: Dynamic Time Periods in Planning Analytics Workspace


In this video, Andrew Leighton will guide you through mastering MDX with dynamic time periods in Planning Analytics Workspace.

In this episode, you’ll learn how to:

  • Define calculated sets and members
  • Use StrToMember and StrToValue to retrieve data from a cube
  • Apply LastPeriods and the range operator (:) for dynamic periods

Ready to transform your financial planning? Watch now and master MDX with us!

Atmosphere: Simplify Salesforce Integration with Planning Analytics

In this video, Andrew  explores Cubewise’s Atmosphere solution for simplifying your Salesforce integration.

Unlock the full potential of your data by seamlessly integrating Salesforce with IBM Planning Analytics through Atmosphere. Discover how Atmosphere transforms your data management with real-time synchronization and a reliable source of truth. Say goodbye to complex middleware and hello to automated, accurate data imports. Learn how this integration can streamline your planning and reporting processes, delivering essential business insights and enhancing decision-making.

The Lightbulb Files with Sukumar Patnaikuni


In an effort to showcase our profound passion for IBM Planning Analytics/TM1, our Control CC team asked Cubewisers about their ‘lightbulb moment’ experiences.

Meet Sukumar, the General Manager of Cubewise and Apliqo in India. With a engineering background, he has a passion for solving complex business problems using technology. He has witnessed firsthand how TM1 has significantly reduced process time, enhancing efficiency and productivity. He envisions a remarkably promising future for TM1.

Tune in to our video to hear Sukumar’s full story and gain valuable perspectives on the future of TM1.

Cubewise Support Stories

At Cubewise, we’ve been supporting TM1 applications for a while and we heard a few stories. Does this resonate with you?
   
Meet Debbie, a TM1 Administrator who has become a champion of TM1 over the years but wonders if she can ever truly relax on vacation without system worries.
  
Debbie, and others like her, can now enjoy peace of mind with Cubewise Support. Our team of experienced TM1 consultants is here to ensure your system runs smoothly, even in your absence. With prior knowledge of your model, processes, and reporting environment, our consultants handle initial diagnoses and address business users’ issues directly.
  
 With extensive real-life project experience and a focus on improving application performance and user experience, we’re committed to addressing your support needs effectively. Say goodbye to work-life balance worries and hello to a stress-free break.
  
 Discover more and watch our video to see how we can support you.

How FP&A solutions drive value in M&A transactions


The Apliqo team recently attended the Executive Finance Summit in Zurich, where industry leaders gathered to delve into best practices for M&A transactions. Among the highlights was Apliqo CEO Daniele Tedesco‘s compelling presentation on the top ten ways FP&A solutions are revolutionising mergers and acquisitions.

Missed the summit? No worries! The Apliqo team has summarised Daniele’s key insights on how advanced FP&A technology can transform your M&A strategies and drive significant value. Discover how the right tools can make all the difference for your organization.

🔍 Check out the blog for a deeper dive into these groundbreaking insights!

 Read this blog to find out more ….

Force Arc users to login to Pulse first


Control Access to Arc with Pulse Integration!

Enhance security by requiring Arc users to log in to Pulse first! Once Arc is connected to Pulse, each user must be authenticated through Pulse, allowing you to control who can access Arc.

Follow the simple steps in our article to connect Arc to Pulse and enable the setting:

pulseinstanceaccessrequired: true

Just refresh your browser, and Arc will prompt users to log in to Pulse before accessing any TM1 instance. Make your login process more secure today!

Read this blog to find out more!

What’s New for IBM Planning Analytics Workspace, version 2.0.98 (v11) / 2.1.5(v12)


What’s New in Books and Reporting

  • Dynamic to Static Set conversion
  • Burst Report
  • Numeric Formatting
  • Planning Analytics AI assistant
  • Filtering a Cube View

What’s New in Modelling

  • Lock and unlock an element
  • MDX editor
  • Notes
  • Drive Explorer (Cloud Only)

What’s New in Administration

  • Satellite Connector (Cloud Only)
  • Manage User Capabilities (Cloud Only)
  • IBM watsonx.ai integration

Watch a breakdown of what is in version 2.0.98 (v11) / 2.1.5(v12).

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