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IBM COGNOS 10: Intelligence Unleashed

Smarter Decisions. Better Results.

2IBM COGNOS 10: INTELLIGENCE UNLEASHED

Agenda

• Cognos 10 Real-time Monitoring

• Cognos 10 Mobile

• Cognos 10 External Data

• Cognos 10 Statistics

• Cognos 10 System Management


IBM Cognos Real-time Monitoring

What is Real-time Monitoring?

• IBM Cognos Real-time Monitoring is a real-time, continuous business monitoring solution which supports performance goals of a customer service center and supports the center in effectively optimizing and continually improving its operational functions.

Key Features

• In-memory streaming analytics

• Real-time events, alerts, and notifications

• Integration with IBM Cognos – Real-time Monitoringcontent is viewable within Business Insight

Benefits

• Reduced time to decision and action by accessing data with no latency

• Increased productivity among front-line workers with access to data for intraday decisions

• Improved productivity through proactive real-time notifications and workflow

Alert

AnalyzeRespond

Monitor

© 2010 IBM Corporation


Cognos RTM Enabling TechnologyStream Query Processing

• What’s a Stream?

– Continuous, unbounded, rapid, time-varying streams of data elements

• Examples of Streams?

– Sensor networks – RFIDs, wind power, ATMs

– Telecom – call activity, service order requests

– Financial applications – bank transactions, credit card transactions

– Supply chain – manufacturing, distribution

– Call center operations – inbound/outbound calls

• What is a Streaming Query Processing (aka: Streaming Data Store)?

– Supports continuous query processing (i.e. database-style query processing

over on-the-fly data as they arrive)

– Processes data in real time

– Used for time-sensitive monitoring and alerting

• What is it not?

– Not a permanent persistent data storage mechanism

– Not designed for adhoc querying


Stream Query Processing: The Basic Idea

Traditional Approach

Stream Processing

Query Results

Batch Load

Data Warehouse

Data

Static Results

Source: “Continuous Analytics:Stream Query Processing in Practice”, Michael J Franklin, Professor, UC Berkley, Dec 2009

Continuous Visibility, Alerts

Results

Streaming Query

ProcessingLive Data

“Store First, Query Later” “Process On-the-Fly”


IBM Cognos RTM Architecture

Contextual Data

Databases

Data

Warehouses

Views/Cubes

AggregateViews

Temporal Views

KPIs

Data Streams

Look Up Tables

64-bit memory-based Streaming Data Store

Rules and Alerts

JDBC

Poll Based

Event Data

JMS

MQ Series

Push Based

Event Data Business Insight

RTM Workbench

Persistence

Database


Use Cases for Real-time Monitoring

Call Centers and Support

• Monitoring of new calls, avg wait times, and agent processing times

• Notification and escalation of priority / severe requests, deviation of customer SLAs

Banking Transactions

• Monitoring of bank payment completions, credit card approvals and transaction rates

• Notification of fraudulent claims and transactions and alerting for merchants and vendors

Retail / Manufacturing

• Monitoring of on-time deliveries, order fill rates, and online and weekly marketing promotions

• Notifications of stock outs and inventory risks

Utilities and Energy

• Monitoring for spikes or

abnormalities in grid or energy

usage

• Notification of system and customer

interruption, duration/frequency,

outages, and affected customers

Telco Subscriptions

• Monitoring of new subscriptions, how many cancellations, and how many subscription changes

IT System Monitoring

• Monitoring of system and application uptime and usage

• Notification of system outages, application errors, and peak usage


* Take more action

Business Alerts Notification of situations immediately that require response

* Know the state of your business intra-day

Operational DashboardsLive information for intra-day decision-making

* Analyze and share data

Live Metrics & AnalysisUnderstanding trends by combining real-time performance and historical information

* Take corrective action

Collaborate and Initiate ProcessesInteract with team members and initiate business processes directly from your dashboard

IBM Cognos Real-Time MonitoringBusiness Value

* Continuously monitor real time performance

View in real time changes to key metrics -Drill down to understand root cause and gain additional insights



Alerts

IBM Cognos

10 BI

IBM Cognos 10 BI IntegrationScorecard, Dashboard,

Reports, Portal, Mobile

IBM Cognos

RTMOperational Dashboard

BPM Execution

Real-time OLAP cube

Integration Summary

• C10 BI can natively access Cognos RTM cubes reflecting real-time in-memory data

• Cognos RTM dashboard objects can be viewed inside Business Insight and C10 Reports

• RTM data can be persisted in a DB/DW and accessed via C10 BI for historical and operational reporting & analysis

• Seamless out-of-the box support for single sign-on and LDAP between C10 BI and Cognos RTM

Aggregated real-time data persistence

Warehouses (Relational & OLAP)

Cognos 10 Architecture

ITTools Shared Set of

Purpose-Built Services

Open Data Access

ServicesAPI

Business Content

Common Business Model

Modern and Legacy Sources

Application Sources

OLAP Sources

Message Sources, Streams

Relational Sources

Historical & Master Data

Operational Event Data

Real-time Monitoring


Agenda







IBM Cognos Mobile

What is Cognos Mobile?

• IBM Cognos Mobile allows business users to consume and interact with trusted and secure Cognos 10 content on mobile devices

Key Capabilities

• Support for iPhone and iPad devices via a Web App

• New modern and interactive user experience for both native apps (Blackberry, Symbian, and Win Mobile) and web app (iPhone / iPad)

• Enhanced support for drilling, prompts, and navigation as well as support for Business Insight dashboards

Benefits

• Broad mobile platform support: BlackBerry*, Win Mobile, Symbian now includes iPhone/iPad

• Same ability to “author once, consume anywhere”.

• C10 Web Application (for the iPhone / iPad) makes it easy for IT to deploy and maintain Cognos Mobile

3


New Mobile User Experience

Favorites

Recently RunReports

Folders

3

Home Search


New Features and Changes with Mobile

• Support for iPhone/iPad devices via web application

–Touch controls

• New Navigational UI for the BlackBerry and Web App for the iPhone/iPad

–Some of the application menu items (shown on the right) were previously only available

under the menu key of the native supported devices

–Home page (tab)

–Recently run reports indicator (counter) shows the number of unread reports

• Support for Business Insight Dashboards

• Support for Drill Down and Up

• Prompting now supports text and formatting around prompts


Agenda







External Data Support

Key Capabilities

• Merge external data with dimensional and relational sources and reference in reports

• Leverage external data for prompt answers (e.g. claims, SKUs, customer lists)

• Add security and file size controls

Benefits

• Add new and broader perspectives to corporate information

• Improve confidence in information by removing long, manual, and error-prone processes of

stitching data together in Excel

• Provide users with the flexibility they are demanding to use additional data without impacting

the BI System and reduce reliance on IT to store external data in IT data stores

What is External Data Support?

� Ability to augment corporate information with external file-based data (in Business Insight Advanced or Report Studio)


Steps to Add External Data

Pre-requisites

• Provide users with access to “Allow External Data” capability and set appropriate governors

• Prep external data to align with corporate data, if needed

Steps

1. “Select data” to use

2. Perform “Data mapping”

3. Define “Data attributes”

4. Add “Mapping options”

Using External Data

• Publish package

• Security and Sharing

• Modify any existing reports


Administration and Governors for External Data

Cognos Administration – Capabilities

Framework Manager – Package Governors


Prepare the External Data File

Relationship between C10 Server and External Data

• The data in the external file will not become part of the Content Store

• The data is cached when the report is first run in a session

• Changing the original file data won’t affect any already cached data

• Any users / reports must be able to read the external data file (e.g. network drive)

• By default, running a report will ask for the location of the external file

Linking Relational vs. OLAP

• May link to an existing report or to a relational query subject

• If relational query subjects are presented as a star schema, linking to individual query

subjects will provide limited options

• Linking to OLAP enterprise data requires a report

–External data is essentially rows and columns and incompatible with OLAP structures,

so no dimensional activities available (e.g. drill up/down)


1. “Select Data” to Import

• Select external data file and choose items to import

• May allow the server to automatically load the file

• May rename namespace. Defaults to file name.

• When editing an existing package, the external data file name isn’t shown

New: Browse to file

Edit: File name not shown


2. Perform “Data Mapping”

• Specify existing report (or relational query subject)

• Create links between item

• Equi-joins only, but items can be calculations


3. Define “Data Attributes”

• Can change some attributes

• Import attempts to determine reasonable defaults

• Default aggregation is unsupported

• Only external file data items are listed


4. Add any “Mapping Options”

• Uses Non-technical terms

• Specify Cardinality on each side (All or Some values…)

• Both Inner or Outer joins are supported (Exclude / Include rows…)


Publish the Package

• After the import, publish the newly created package

• The Package name and location may be changed

• Default name is original package + External Data


New Package and Metadata Tree after Publish

• Metadata tree shows newly published

external data package and a copy of the

original enterprise package

• Items from both packages in a single query

causes cross join error (use Master-Detail

to address)

• If the original package is updated, you

must republish the external data package

to pick up any changes to the original

Result of join

Copy of Original Package


Security and Sharing

• The new package inherits the security of the original report’s package.

Permissions may be modified.

• To keep private, put in My Folders

• To make public, place in a public folder

• Consider access to the external data file


Request External Data File

• Users may have separate external files (e.g. each Branch Manager has their

own version)

• Do not let the server automatically load the file – users will be prompted


Summary – Steps to Add External Data

Pre-requisites

• Provide users with access to “Allow External Data” capability and set appropriate governors

• Prep external data to align with corporate data, if needed

Steps

• “Select data” to use

• Perform “Data mapping”

• Define “Data attributes”

• Add “Mapping options”

Using External Data

• Publish package

• Security and Sharing

• Modify any existing reports


Agenda







IBM Cognos Statistics

Key Capabilities

• Statistical process Control - Improve operational quality and cost control using Control charts with production shift performance to clarify the differences in product quality

• Data Analysis and testing - Focus marketing demand generation programs by identifying global buying patterns by using regression and correlation analysis of regional performance.

• Insight into the distribution and shape of data - Increase Sales and Customer profitability using histogram, boxplot and descriptive tables to identify key customer demographics

Benefits

• Support key organizational decisions with fact based statistical evidence delivered within the BI environment

• Gain insight and confidence with critical statistical evidence readily available to all front-line decision makers

• Drive business decisions by integrating advanced analytical calculations within proven business analytics infrastructure

What is Cognos Statistics?

� Wizard-driven approach for Professional Authors to add a subset of commonly used SPSS statistical functions into Cognos 10 to include in reports and dashboards


When Might Statistics Help?

BI can answer many questions, but is not well suited to some

“What manufacturing shifts cause products to fall outside of acceptable quality standards?”


Extra Value through Statistics

Quality standard were outside of their acceptable means on

these occasions

Night and Afternoon shifts are susceptible to quality issues


Use Cases – Where Statistical Reporting can help to better answer business questions?

Finance

• How accurate and reliable is our current forecast and targets based on historical trends?

Human Resources

• What is our distribution on employees nearing retirement? What’s the month-over-month trend?

Sales and Marketing

• What is the correlation between marketing activity and same quarter sales? Which activities are more effective in leading to higher sales opportunities?

Operations

• What products and shifts are 3 sigmas outside of our quality control standards? What is the month-over-month trend?


Easy to Use Wizards – for Creating Statistical Outputs• A wizard is available to guide novice users through building analysis charts

• Statistical items are labeled using common BI terminology and additional

helpful information is displayed


• Used to determine if a processes is ‘out of control’

• Designed to check two main areas; not matching specifications and excessive

variability

• Very common in manufacturing

Healthcare / Life Science

• Many charts available

Control Charts


Basic X-Bar Variable Control Chart

• Very common control chart – shows actual values

• Flags failure to meet specifications


Distribution and Shape of Data

• Useful in determining how data 'clusters' around certain values, unlike typical BI reports that

tend to show simple aggregate values

– BI – What is my average order value?

– Statistics – Do I have many high and low value orders or are they mostly average

value?

• Valuable for determining other tests to use


� Certain distributions are easy to see on a histogram

� Bars represent count of occurrences (frequency) of a measure

� Bars are continuous, ascending data values bands (e.g. ages 21-25, 26-30, etc.) NOT aggregate by grouping (e.g. not average age by Branch)

� “Do we have a ‘bulge’ of employees between 50 and 55?”

Visualizing Distribution: Histograms


Visualizing Distribution: Box plots

Box (IQR)

T-bars (Whiskers)

Outlier

Median

Grouping variable

• Ideal to show middle 50% clustering of your sample and outliers

– Do I have unusually high or low values in the sample?

• Shows Interquartile Range (IQR), not sigma


Correlation and Regression

• Correlation determines if two variables are related in some way

– Is there a significant correlation between sales revenue and radio advertising?

• Regression can be used to predict changes to a dependent variable when an

independent variable is changed

– How much additional revenue can I expect if I increase radio advertising by

20%?


Basic Correlation

•Correlation between -1 and +1 (0 is not

correlated)


Agenda







Enhanced System Management

What is Enhanced System Management?

• Enhanced system management capabilities for more

flexibility for improved scheduling, system monitoring,

and auditing

Key Capabilities

• Scheduling – Improved options for user-based scheduling and schedule management

options

• Automatic credential and sign-on renewals

• System Monitoring – Improved capability to monitor upcoming,

suspended, cancelled and advanced upcoming activities

• Audit improvements – Improved flexibility for user specific

tracing

Benefits

• Better control on scheduling makes it easier to manage system

load and resources

• Greater report execution history makes it easier to plan and control system load

• Decrease the number of failed scheduled jobs/reports improves system user adoption

• Enhanced security monitoring makes it easier to apply security governance © 2010 IBM Corporation


Enhanced System Management – Key Capabilities

1. Improved Scheduling

• Flexible scheduling options (e.g. New Intra-day scheduling)

• Ability to suspend schedules by date or indefinitely

2. Improved Credential Management

• New Automatic Credential Renewal

• New Database Signon Credential Option

3. Improved monitoring and administration

• Suspend upcoming activities

• Additional information on activities

• Package/data source dependency

4. Auditing Improvements

• Improved filtered IPF traces



1. Improved Scheduling

• Ability to schedule an object during a specific period (intraday, user frequency)

• Scheduling Options are driven by capabilities

Daily Frequency


2. Improved Credential Management

• Credentials are managed and stored as part of the user’s profile

• IT is no longer responsible for sign-ons

Automatic credential renewals will

reduce the number of failed schedules!


2. Improved Credential ManagementContinued

If user not allowed

to save credentials

If user allowed to

save credentials



3. Administration Improvements in Cognos 10

Enhanced monitoring and administration

Suspend Activities by Date or Indefinitely



3. Administration Improvements in Cognos 10Additional administration enhancements

• Last Execution Response Time

• Process ID (PID)

– Only visible for “Interactive Activities”

• Package and data source relationship

• Suspended, Scheduled, Cancelled, and Advanced Upcoming Activities



4. Auditing Improvements in Cognos 10

No More “All or Nothing” for logging!

• Current IPF causes all users to incur the performance cost

• Shorter Dev and Support turn around time

• Ability to focus tracing to a specific user


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