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  • 1.  TM1 REST-API

    Posted Tue December 15, 2020 02:25 PM
    ​Hi, I'm responding to a Planning Analytics RFP. The client uses Unit4 as ERP and it provides integration access through a rest-api. Can Planning Analytics rest-api communicate with Unit4 rest api for exchange of information? Or would it still require client to use flatfile or ODBC integration?

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    Best Regards,
    Sven Norlund
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    #PlanningAnalyticswithWatson


  • 2.  RE: TM1 REST-API

    Posted Tue December 15, 2020 05:19 PM
    Sven:

    A REST API is a REST API. Of course you can make them communicate, if you are ready to write and maintain the code to do it :-)

    Our general recommendation however is to NOT do this via the REST API unless there is a very good reason to do so. Why would you not use ODBC or JDBC connection? If Unit4 is a SaaS provider, it is less well known but IBM Planning Analytics can connect directly to cloud databases e.g. Snowflake, Netsuite etc. 

    My two cents!

    Regards,
    Ann-Grete



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    Ann-Grete Tan
    Chief Strategy & Marketing Officer
    QueBIT Consulting

    Analyze. Plan. Achieve.
    https://quebit.com
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  • 3.  RE: TM1 REST-API

    Posted Wed December 16, 2020 03:02 AM
    Ann-Grete, thanks for your two cents, I will bring this with me.​

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    Sven Norlund
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  • 4.  RE: TM1 REST-API

    Posted Wed December 16, 2020 03:28 PM
    Hi Sven 

    If it is Unit4 then it is probably CODA. I have pulled information from CODA into TM1 before. I like CODA as the underlying SQL database schema is relatively easy to understand compared to something like Oracle Financials. 

    I tend to agree with Ann-Grete, learning both the TM1 Rest API and the Unit4 Rest API would be one of the more difficult ways of approaching this. A Rest API is also typically best used to extract specific small amounts of information. Many Rest APIs do not provide an interface that is suitable for extracting bulk information. I am guessing that you would want to extract eg all Actuals for a month.

    TM1 is usually only used to pull information from a General Ledger like CODA. It doesn't usually write back to it. Therefore just create an ODBC connection with a User Id that only has Read Only access to the CODA Database. You will probably need to work with whomever looks after the underlying database (probably MS SQL Server) to do that. Use that in a TI Process in TM1 to pull data from CODA in to TM1. You can pull both data eg Actuals and chart of accounts information from it. The other advantage of using ODBC is that it is then easy to set up relational drill thru. Typically you will only hold monthly total level information in TM1. Setting up a relational drill thru can allow users to right click on a cell in TM1 and by selecting the appropriate drill they can get a list of all transactions that make up the value in that month.

    Regards

    Paul Simon

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    Paul Simon
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