◆ Applies to: TBM Studio 12.0 and later

The TBM Studio workspace includes the Global header menu bar, ribbon, Project Explorer, and workspace. All users will see the Global header. If you have editing privileges, you will see the other elements as well.

• Global header menu bar: Use to open projects and applications, change dates, and set your personal settings.
• Ribbon: Use to issue commands. The commands available change based on the document you select.
• Project Explorer pane: Use to select a document to work on, such as a report, table, or metric.
• Transform Steps pane: Use to add transform steps to a table.
• Transform Step Details/Data Preview pane: Displays details about a transform step or the table after the current step is applied.

Watch this demo video: TBM Studio R12 Environment Basics. Or, browse all Apptio videos.

Global header

Use the Global header to select a domain, project, time period, and environment. As the name implies, the header is common to all Apptio applications.

To navigate within the application, use the features in the Global header.

• To switch between projects, use the project/application menu.
• To move between the key functional areas within a project, use the navigation menu.
• To switch time periods, use the calendar menu.
• To switch between development, staging, and production environments, use the environment menu.
• To log in and log out of the product, click the Settings icon at the far-right end of the header.
• To see your user properties, click your user name.

Application header

The Application header is displayed in View mode. Use the header to open the Project Explorer, open a report, mark a report as a favorite, export a report, and switch to Edit mode.

Switch to TBM Studio

In v12.2+

When you want to edit data, models, or reports, switch to the TBM Studio application. Open the project/application menu and click TBM Studio. To switch back to the application, open the project/application menu and click the name of the application.

In v12.1.x and earlier

View mode is primarily used for viewing reports. Studio mode is used to create and modify tables, models, metrics, perspectives, and reports.

To switch to Studio mode, click the Studio mode icon at the end of the application header. To switch back to View mode, click Studio mode icon again.

Project Explorer pane

The Project Explorer pane includes sections for each type of document:

• Tables: Lists the tables that have been uploaded into the application.
• Metrics: Lists the calculated and model metrics.
• Perspectives: Lists the fields added from another section that are available for creating reports.
• Reports: Lists the object reports generated by the application and the custom reports created by users. It also lists the model reports.
• Time: List the values such as months, quarters, and halves that can be used to group data in charts and tables on reports.

When you select a section, it expands. Only one section can be expanded at a time.

• To close the Project Explorer in View mode, click the Project Explorer icon in the Application header.
• To minimize the Project Explorer pane, click the Minimize arrow in the upper-right corner of the pane.
• To adjust the width of the Project Explorer pane, drag the vertical divider.

There are also several icons that appear in the Project Explorer:

Icon	Tooltip (displayed when hovered over)	Details
	“This document is checked out by you”	You have it checked out from the staging project for editing.
	“This document has been checked out to <insert username here>”	Someone besides the current user has it checked out. Hover over the icon to learn the user name of who has it checked out.
	“To share this document, click check in”	A new item in your workspace. You created it and have not checked it in yet. It will not be visible to other users until checked in.
	“This document is being calculated. It will be available when the calculations are complete.” After calculating the tooltip changes: “There is a newer version of this document available. To get the new version, click Update Workspace."	The item has just been checked in by you and is currently calculating. The icon will update when the check in calculation has completed. After calculating: The item has been checked in by you or another user since your workspace was last updated. Click Update Workspace to load the current version.

Check out and check in

To edit a document, you must check it out. When you check out a document, it is locked so others cannot edit the document. You can save changes to the document without triggering a recalculation.

When you are done editing a document, you can check it in. This triggers a recalculation and others will see the changes you have made to the document.

Update changes

As you work in TBM Studio, you can update documents and workspaces using the Updates options on the Home tab. The options include:

• Update Document - Update only the currently active document with changes made by other users that they have checked in.
• Update Workspace - Update all the documents you have checked out with changes made by other users that they have checked in.
• Auto Calculate - Update all the documents you have checked out each time you save a document.

Documents and document tabs

A document is an object that can be edited. Documents include tables, metrics, perspectives, and reports. When you check out a document, a tab is displayed at the bottom of the Details/Data Preview pane. The tabs are like the worksheet tabs in Excel.

To edit a document, you must check out the document. On the Home tab, in the Document group, click Check Out.

When you are done editing a document, save it and check it back in. On the Home tab, in the Document group, click Check In. The changes will be made available in the Staged environment.

You can switch between two views of a document using the commands on View menu on the Home tab:

• Show Document: This is the standard edit view of a document.
• Show Changes: Displays a list of the changes made to the document.

To delete a document, you must check it out, delete it using the Delete command on the Home tab, and then check it back in.

To find a document in Project Explorer, use the search field at the top of a section. In the example below, the search is for all tables that have the word "data" in the title.

Environments

There are three environments in TBM Studio: Development, Staged, and Production. To change environments, use the Environment menu in the header as shown below.

NOTE: In the R11.x versions of TBM Studio, the three environments each had a separate URL. Now, all three environments are aggregated under a single URL.

Development environment

When you check out a document to your workspace and edit it, you automatically are working in the Development environment. The edits you make are local to your workspace. If other users are editing objects in TBM Studio, you will see listings for their Development environments. When you have no documents checked out for editing, you will automatically be switched to the Staged environment.

If other users are working in TBM Studio and have one or more documents checked out, you will see their environments listed in the Environment menu. If you have the correct access privileges, you can switch to another user's development environment and edit documents they have checked out.

Staged environment

When you check in a document, it is checked in to the Staged environment. All edits made by all users are aggregated in the Staged environment.

Production environment

The Apptio Admin can promote a project from the Staged environment to the Production environment. Users that have view-only access to Apptio are always viewing the Production environment. If the Staged environment has not been promoted to the Production environment, Production will not be displayed in the Environment menu.

Auto-save

In TBM Studio, the following actions trigger an auto-save of all checked out documents.

• Creating a new document.
• Switching from one document tab to another.
• Switching from one step in a transform to another step or creating a new transform step.