Studio R12 for R11 Experts - Quick Reference Guide

Check out existing document in dev, select the Upload step, and upload data.

For a new data set, select New on the ribbon, and select Table.

Upload Data (3 min.) 

Upload Data

Review your TBM Calendar for a seamless transition to R12.

• Consider any data owners that will need to learn how to load data in R12.
• Since refreshing data requires checking out a document, you will need to consider when data is loaded to avoid checked out document conflicts.
• Consider using datadrop to bypass the check-in/check-out requirements.
  Work with Apptio DataDrop   

Ask your CSM for guidance and best practice.

Data Quality Reports

Project Validation - Part 1

Data Quality Reports

Validate Data 

Data Validation (R12)

Double check subsequent data uploads for columns matching.

Check the Over/Under validation warning on the Model Overview report. (12.2.4)

Ask your CSM for guidance and best practice.

Made a transform of a raw data set and edited transforms in dev.

Transforms are replaced by the transformation pipeline which allows you to edit a single document in its raw form.

Orientation to the Data Transform Workspace

Check out the model document in dev. The R12 model layout looks significantly different from the R11 layout.

Review Single Object Model (7 min.) 

In projects upgraded from R11, models and tables may have different names, but for net new objects they are the same document.

Data based Allocations

You can explicitly define a data-based reference between one or more columns in the source document and one or more columns in the destination document.

Allocation Types

See Allocate value in a model  for allocation types

Inference will pre-populate the Join step for projects migrated from R11, but new allocations in R12 no longer have inference as a default option.

The Join step allows you to quickly bring in columns from reference data for reporting.

Go to the single model view and compare the explicit keys configured on your data based allocation.

For automatic allocations, Apptio recommends specifying explicit keys when you next modify that next allocation's configuration. 

Create a model report and use the Tier Editor to define your parameters.  

Review Overview Model (6 min.) 

Ask your CSM for guidance.

Access Sankey Model by selecting a Model document.

 (Project Explorer > Tables > Modeled document such as Cost Source). Tip: Filter to view only Modeled Documents.

Review Single Object Model (7 min.) 

You can also view the whole model. (Project Explorer > Reports > Models > Summary)

Review Overview Model (6 min.) 

Alternatively, view the R11-style (all objects at once) model diagram. (Project Explorer > Metrics > Modeled metric such as Cost).

See this list of available functions. Apptio function quick reference (11.8 - 12.1)

New functions in R12:

ColumnExists

LookupContains

Plural

ReplaceRegex

SplitEx

Tags are no longer necessary. Tagged drivers are converted to model metrics of the same name upon upgrade. Create a report using ad hoc query or create a model report.

Configuring a unit driver requires a document check out.

Unit drivers sourced from columns, formulas, or metrics can be created via the single-object view for a given table. The image below shows an example of this.

Create and manage metrics 

Check out a report document in dev to make changes. Note that the Ad Hoc Query Configuration dialog does not float and is anchored to the right of the Project Explorer.

Review Report Studio (5 min.) 

Selected "Edit Masters" from the report ribbon.

Check out the master report, edit as desired, and check-in.

Master Reports R12

You can export reports to Excel only.

Any change to an out of the box report will prevent the associated content from future upgrades.

Talk to your CSM prior to making any modifications to out of the box reports in R12.

Access TBM Studio (R12.2+)

Click on the Studio tab.

In R12.2, open the project/application menu and select "TBM Studio".

Audit Logs

Checked the audit log to see the trail of activity.

Performed undo and redo on audit log entries. 

Roll back changes 

Keep detailed check-in history by always using check-in comments.

Check-out, Check-in, and recommended best practices (Outdated, click for updated version) 

Check out and check in documents

Ask your CSM about Operational Excellence.

Dev/stg/prod are now contained within a single URL. R12 has deeply integrated change control across environments.

While calculations still occur, they don't occur in production and so do not need to be tested in stg.

Create a project. Check-in project. Set visibility in the Admin Console.

In Staging, Lock and then validate prior to promoting.

From a locked Staging, click Promote to prod. After promoting, unlock Staging to allow further check ins.

Admin Console (Frontdoor) enabled? Manage users (Outdated; click for updated version)

Frontdoor (Apptio User Administration) Knowledge Base

Not Frontdoor enabled?  Manage users' access to environments  

You created a snapshot.

Create a Project Snapshot  

Snapshots no longer exist. Instead, you can

Branch projects.

Creating a Branch (4 min.)

Fireside Chat: The What, Why and How of Branching (CT R12)

Ask your CSM for branching guidance and best practices.

Not supported.

You can change the starting month of the fiscal year calendar (for Gregorian fiscal calendars only, does not apply to 13-period calendars). You do so via the Project tab, Time Settings command.  

Scheduled recurring promotions via the Promotions tab.

There are now three options for promotions. See

Promotion Options

Ask your CSM for promotion guidance and best practices.