IBM Cognos Analysis Studio …€¦ · IBM Cognos Analytics 11.0.0 - IBM
IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest...
Transcript of IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest...
![Page 1: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/1.jpg)
CP-51:Leveraging Analytics: The Old The New & Everything CER
Richard L Hardin Sr. VSE CORP
![Page 2: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/2.jpg)
In this session, we will:
• Become familiar with the CER 7.2.3 (Cognos
Analytics 11) interface
• Upload personal data
• Create data modules
• Create dashboards
• Create simple reports
Leveraging Analytics
![Page 3: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/3.jpg)
• Dashboards, reporting & visualizations
• Data preparation & modern data warehousing
• Self-service business analytics
• Big data & advanced analytics
• Planning & forecasting systems
• Proprietary Analytics Connector software
For Business Analyst & Architechs
![Page 4: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/4.jpg)
CER 7.2.3 is:
• Built on the same basic architecture as previous releases
• There are some SIGNIFICANT differences
Brand new capabilities
• Dashboards
• Data modules
• Data sets
• Stories
Major differences
• All new modern user interface – the entire portal experience has been remodeled
What is CER 7.2.3 with Cognos Analytics 11?
![Page 5: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/5.jpg)
Authoring is now a singular environment/user experiencethat replaces:
• Report Studio
• Workspace Advanced
• Query Studio*
• Analysis Studio*
• PowerPlay Studio*
Modeling and System Administration remain basically unchanged from CER 7.1.4 (Cognos BI 10.2.2)
• Framework Manager, Transformer, Cube Designer
Overview of Platform
![Page 6: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/6.jpg)
• Main Interface Navigation
![Page 7: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/7.jpg)
Navigating the new portal is VERY different
Navigate the New UI
![Page 8: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/8.jpg)
Switching between open objects
• Use the Welcome/Browse tool
• Welcome is your default “Home” page
• Set any other content as Home
• Bye-bye Welcome Screen
• Use Preferences to reset Home page to Welcome Screen
Navigate the New UI
![Page 9: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/9.jpg)
Browsing content
• My Folders = My Content
• Public Folders = Team Content
• Modern content browsing experience
Navigate the New UI
![Page 10: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/10.jpg)
• Data Modules
![Page 11: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/11.jpg)
• Data modules are a new capability that enables users to perform light data modeling
• A basic understanding of data modeling concepts is important
• Extends analysis beyond the traditional enterprise or centrally-managed sources of information
• Enables users to combine personal data with other sources
• Can be published and shared so a consistent logical modelis available to all users
Data Modules
![Page 12: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/12.jpg)
Data modules allow users to conduct light data modeling in a non-threatening interface, empowering a simple, immediate, and shareable data integration solution for any type of data source, including local (personal) files
Data Modules
![Page 13: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/13.jpg)
• When querying a data module, the most current values ineach source will be returned
• Uploaded files must be manually refreshed
• A data set can be defined to create a “snapshot” of select data from a data module or package
• Data sets can be refreshed via a schedule
Data Modules
![Page 14: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/14.jpg)
What types of files can be used for upload?
• Microsoft Excel (.xlsx and .xls) spreadsheets
– Only the first sheet in a Microsoft Excel workbook is uploaded. If you want to upload the data from multiple sheets in a workbook, save the sheets as separate workbooks.
• .CSV, .TXT
– Text files that contain either comma-separated, tab-separated, semi colon-separated or pipe-separated values
Uploaded files are stored on the Cognos server in a columnar format
Use the upload tool at the bottom left of the screen
Upload Local Files for Analysis
![Page 15: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/15.jpg)
Create Dashboards
![Page 16: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/16.jpg)
IBM Cognos Analytics is the latest business intelligenceplatform offering in the IBM Cognos family
Dashboarding and data modules are solutions that encourage and empower users to perform self-service analytics
• Self-service means: not relying on IT or other gatekeepers to analyze data from ANY source, using the same familiar, powerful, integrated platform as all other BI activities
Dashboards
![Page 17: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/17.jpg)
• Dashboarding is a brand-new capability that replacesCognos Workspace
• Can be built from single page, tabbed and infographics layouts
• Templates exist to facilitate drag-and-drop design
Dashboards
![Page 18: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/18.jpg)
• Dashboards only require drag-and-drop of data elements
• Data is interpreted and displayed visually according to best fit for data type and context
• Visualizations can be customized
• Each widget is automatically linked as a global filter for allother widgets
Dashboards
![Page 19: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/19.jpg)
Creating Reports
![Page 20: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/20.jpg)
Reports can be authored from the IBM Cognos Analytics welcome page in your browser
Create a New Report
![Page 21: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/21.jpg)
Start by choosing a report, the layout style and adding one or more data sources
Create a New Report
![Page 22: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/22.jpg)
The Work Area pane is the area in which you build your report
Create a New Report
![Page 23: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/23.jpg)
Use the Data tool to add, modify or view the data source
• Select ‘Source’ to view the entire metadata tree
• Select Data Items to view the queries and data items used in the report.
Explore the Data, Toolbox and Navigate Areas
![Page 24: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/24.jpg)
The Toolbox contains all available report objects
• Available objects depend on what is in focus
Explore the Data, Toolbox and Navigate Areas
Pages Queries
Conditions
![Page 25: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/25.jpg)
to
• Page views
– Use the Page Views tool in the upper right region choose how to view report pages
– Pagedesign
– Page preview
– Page structure
Explore Page Views
![Page 26: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/26.jpg)
On demand toolbar
• Select an object to access the on demand toolbar
• Add filters, define formatting, or apply suppression
• Additional options
are available when
clicking More
Explore the On Demand Toolbar
![Page 27: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/27.jpg)
What is a list report?
• A report that displays data as a series of tabular columns
• Each row is one record
• Each column is one field
Create List Reports
![Page 28: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/28.jpg)
• The crosstab (pivot table) or chart can consolidate/aggregate data into a format that can be consumed more efficiently
• The report does the analysis, not the consumer
Analytical Report Authoring
© Copyright Senturus, Inc. 2017 – Proprietary and Confidential
![Page 29: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/29.jpg)
• Filters can also be applied directly from within the display by clicking on either:
– Data items
– Actual values
Inline Filtering
![Page 30: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/30.jpg)
Cognos Analytics (11.0.5 and beyond) provides three groups of visualizations
• New visualizations include the most modern RAVE 2library of visualizations (shipped with the default install)
• Legacy visualizations include the original library of RAVE
1.0 visualizations to support seamless upgrade of reports which may include these specifications
• Charts are the Cognos 10 library of chart objects
Visualizations – How and When to Use
![Page 31: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/31.jpg)
Visualizations are used to visually communicaterelationships, comparative values, trending andforecasting
Visualizations – How and When to Use
![Page 32: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/32.jpg)
Depending on the visualization type, you may be able to…
Visualizations – How and When to Use
Display multiple measures Display trends
Display proportions Display acceptable ranges
![Page 33: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/33.jpg)
• Cognos Analytics ships with many visualizations
• The visualization library can be customized and expanded
Visualizations
![Page 34: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/34.jpg)
Custom Security
(Mimicking CAP)
![Page 35: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/35.jpg)
Data Level Security
User Login to app
Validation to AD
Execution of Script
Rows of valid organizations
returned
Data related to those
Organizations
![Page 36: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/36.jpg)
Data Level Security
![Page 37: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/37.jpg)
What's New July /
October release 2019
(CA v11.1 will be
released with CER 8
![Page 38: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/38.jpg)
What's New Major Highlights
• Dashboards• Custom visualizations
• Forecasting
• Context-based dashboard generation
• KPI visualization available in dashboard
• Improvements to crosstab and table formatting
• Stories• Capability to export a story to PDF
• Multipurpose widgets in scene templates
• Exact entry and exit times in a timeline
• Explorations
• Forecasting
• KPI widget available in Explorations
• Context-based dashboard generation
![Page 39: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/39.jpg)
What's New Major Highlights
• Notebooks
• Jupyter notebook data in a report
• Reporting
• Custom visualizations
• Jupyter notebook data in a report
• Navigation menu customization
• Modeling
• Range joins
• Numeric or text style for numeric data groups
• Automatic data module validation
• New way to access the properties panel
• Changes to the process of setting up the _as_of_date parameter
FOR MORE DETAILED INFORMATION
Click Here:
![Page 40: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and](https://reader030.fdocuments.us/reader030/viewer/2022040522/5e80acbef5102e75352fcf50/html5/thumbnails/40.jpg)