Using TM1Connect with Tableau

TM1Connect is a middle-tier application that provides translation services of multi-dimensional data in IBM Cognos TM1 into a format readily consumed by Tableau using the ODBC connector. TM1Connect understands cubes, dimensions, hierarchies, and attributes to quickly and easily transfer this information into an easy to use format for consumption.
 
TM1Connect operates in two distinct modes depending upon your needs:

 

Batch Mode                

- Export files generated on a scheduled basis

On-Demand Mode

- Via ODBC Driver

 

The diagram below illustrates the basic architecture for TM1Connect and how it integrates information between TM1 and Tableau in these two modes of operation:

 

TM1Connect - Tableau Overview

 

 

Batch Mode

Batch mode is primarily used for exporting large portions or entire cubes into a data file, however, it is important to understand how it operates especially when dealing with user security. Creating exports from TM1 using TM1Connect involves a four step process:
 

1.Define the data to be exported from TM1 and schedule it for the desired frequency.

2.Load the exported data into the application using standard import capabilities of Tableau server as you would any flat file data source.

3.Create the Tableau workbooks incorporating the standard Tableau user filter mechanisms to apply row level security. TM1 security does not play a role in Batch Mode, in fact, Tableau users do not need to have access to TM1 in order to leverage this information.

 

 

On-Demand Mode

On-Demand mode is used when users are to be allowed direct access to TM1 under the following conditions:

 

Real-time access to data is needed

Data volumes are low

TM1 is the provider of data security (optional)

Tableau will be used in Desktop mode

 

In this mode, the TM1Connect administrator defines what data is available for users to use as well as how the data is structured. Depending on how TM1Connect is configured, users can connect to TM1 by either using their TM1 credentials (integrated login or username/password), or the administrator can use a predefined account in TM1 on the user's behalf.

 

Users authoring their own Tableau workbooks:
 

If your organization allows users to create their own QlikView documents, any published views will now appear as a data source in QlikView when using the TM1Connect plug-in.
 

If TM1Connect is configured to use a pre-defined username and password to connect with TM1, these credentials will be used to determine what data the user has access to based on the security settings in TM1. All other configurations will use the current user's credentials to determine what data can be presented to the user, based on the TM1 security settings.

 

Predefined QlikView documents:
 

When creating and publishing QlikView documents on behalf of users, additional steps may be required to ensure users can only view data for which they are authorized by TM1.
 

Incorporating data from TM1 using the On-Demand mode involves a three step process:
 

1.Define the data to be exported from TM1 in TM1Connect and publish it to make it available to users.

2.Create the QV application template that uses this information in the QV document according to standard QlikView procedures.

3.If TM1 is to provide data security, the following two steps must also be incorporated in the QlikView document:

a.The QlikView document must perform a reload of the TM1 data when the QV document is first opened or displayed.

b.Publish the QV document to the access point portal for use by Desktop or ActiveX clients only. QlikView does not support user-initiated reloads when using a web client.

 

Warning Red Button_200pix

Failure to perform a reload of the TM1 data when the QV document is first opened will result in cached data being held in the QlikView document; the same content as when document was originally authored.

 

The diagram below illustrates this process:

 

 
 

TM1Connect - OnDemand Mode