T IPS AND T RICKS FOR B EGINNING A UTHORS - · PDF fileUsing IBM Cognos 10.2.1 Report Studio...

Using IBM Cognos 10.2.1 Report Studio

TIPS AND TRICKS FOR BEGINNING AUTHORS

• Quick introduction

• Live demonstration of fundamental report authoring techniques – Use templates and predefined data items

– Create reports with freeform layout

– Build user-friendly reports with interactive prompts and drilling

• Demonstrate new visualization capabilities for Active Reports (RAVE)

• Understand how professional authoring fits into a successful analytics framework

• Senturus introduction

• Q & A

Today’s Agenda

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Albert Valdez

Director of Education Services

Senturus

Greg Herrera

President & Co-Founder

Senturus

Introduction: Today’s Presenters


• Browser-based Professional Authoring Tool

• Supports Sophisticated Report Design

– Advanced Layouts (Dashboard-style Reports)

– Interactive Reports (Sophisticated Prompting and Drill-Through)

• Supports Advanced Data Manipulation

– Full access to Common, Database, Macro, and Dimensional Functions

– Advanced Query Design (Joins, Sets, Query References)

• BUT - it doesn’t have to be complicated! – Drag-and-drop Graphical User Interface

– The base of most reports is usually pretty straightforward

What is IBM Cognos Report Studio?


• IBM Documentation and other resources at IBM.com

– Hint: search for Cognos Proven Practices

• Senturus.com and other 3rd party sites

– www.senturus.com/recorded-webinars.php

– YouTube

– IT Toolbox (www.ittoolbox.com)

– Cognoise.com

• Tailored learning solutions

What Resources are Available?


http://www.senturus.com/recorded-webinars.php



http://www.ittoolbox.com/

Use templates and predefined data items Create reports with freeform layout Build user-friendly reports with interactive prompts and drilling

LIVE DEMONSTRATION OF FUNDAMENTAL REPORT AUTHORING TECHNIQUES

• Currently only available for Active Reports

• The RAVE technology is not based upon pre-defined chart types but rather on a visualization language (visJSON) and uses the Grammar of Graphics approach to describe and define new visualizations

• New visualizations are available through a simple download from the new Extensible Visualization Community on IBM Analytics Zone

– Report authors can browse through a continually increasing range of visualization options in the community. Cognos Administrators download visualization files from the community

The Rapidly Adaptive Visualization Engine (RAVE)


http://www.analyticszone.com/visualization





• Extensible visualizations that have been uploaded into the BI system will appear as new visualization types in Report Studio

• Using an extensible visualization in an Active Report provides a number of advantages over the existing static charts that are used today

– Data can be filtered and/or selected based on actions that the user does in the Active Report

– Animation from filtering the data in the visualization using a variety of transition effects, provides a visual cue to the user of the change that occurred

• Extensible visualizations in Active Reports does not replace the existing static charts that are in use today

– Both can be used in an Active Report

The Rapidly Adaptive Visualization Engine (RAVE)


• Executives

– Easy-to-use high level information while in the office or remote

• Remote Professionals

– Access to critical business information while on the road

• Internal Consumers

– Where responsiveness is inconsistent or slow, Active Reports can serve as interactive Dashboards and as drill-through sources to additional information

Active Reports Target Audience


• What skills are required to create Active Reports?

– Experienced Professional Report Authors

• Leverages the same Report Studio authoring interface, however…

– Requires new skills to leverage new features

• Significant, compelling new interactive controls available in Active Reports that are NOT possible with standard reports

• Awesome Resource: Active Reports Cookbook:

– http://www.ibm.com/developerworks/data/library/cognos/reporting/active_report/page593.html

IBM Cognos Active Reports Authoring


http://www.ibm.com/developerworks/data/library/cognos/reporting/active_report/page593.html

http://www.ibm.com/developerworks/data/library/cognos/reporting/active_report/page593.html

• Active Reports are an effective way to deliver content to Mobile users

– Active Reports have built-in interactive features allowing interactivity without making additional “trips” from device to server, providing instantaneous response

• The Active Reports can reside on the device for disconnected access

• New Active Report controls in Report Studio are designed specifically for iPad interface (Iterator controls support “swipe” gestures)

IBM Cognos Active Reports – For Mobile Consumers


The 10.2.1 RAVE Engine

DEMONSTRATE NEW VISUALIZATION CAPABILITIES FOR ACTIVE REPORTS

A Solid Foundation supports a Strong Solution

UNDERSTAND HOW PROFESSIONAL AUTHORING FITS INTO A SUCCESSFUL ANALYTICS FRAMEWORK

• Report Studio is a professional authoring tool that leverages a metadata package, allowing us to create reports

• Metadata is produced using IBM Cognos Framework Manager and is based on one or more physical data sources

• A well-designed architecture makes authoring more effective and less labor-intensive

– Less data manipulation

– Easier to identify and understand

– Better query performance

– More stable and reliable results

Business Analytics and Professional Authoring


Good Data Architecture = More Effective Reporting


ERP Data

Labor Data

Data

Inte

gra

tion

Conforming

Business Process

Dimensional Models

Standard

Reports

Web P

ort

al

Other Sources

Information Security

Data Warehouse

Data

Abst

racti

on M

odel

Ad h

oc

Query

ing Planning Data

Slicin

g &

Dic

ing

Dash

board

Auth

ori

ng

Report

Auth

ori

ng

Dashboards/

Scorecards

Sourc

e S

yst

em

s of

Record

Thre

shold

Ale

rtin

g

Self-service Reporting

& Analysis

Single Version of the Truth

Threshold-based

Alerts

Business Process Dimensional Model - Example


Customer Key

Product Key

Sales Rep Key

Request Date Key

Order Number

Line Number

Order Quantity

Order Amount

Cost Amount

Margin Amount

Customer Key

Customer Name

Customer Type

Size Range

Tenure Range

Customer Country

Customer State

Customer City

Customer Zip

…

Product Key

Product Name

Product Type

Product Line

Product Category

Color

Weight

Size

Manufacturer

…

Requested Date

Key

Fiscal Year

Calendar Year

Quarter

Month

Day of Week

Day Name

…

Sales Rep Key

Sale Rep Name

Sales Region

Sales Territory

Sales Manager

Sales VP

Region Type

…

Customer Dimension

Territory Dimension

Product Dimension

Date Dimension

Orders Fact

Who we are

SENTURUS INTRODUCTION

Our Team:

Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors

Senturus: Business Analytics Consultants


Business Intelligence Enterprise Planning Predictive Analytics

700+ Clients, 1400 Projects, 13 Years


Senturus Education Solutions

COGNOS TRAINING OPTIONS

*Custom, tailored training also available*

Cognos Training Options


• Just getting started with IBM Cognos? Talk to the experts!

• We have added several dates for nearly every course to allow more flexibility and fit your schedule

• Interested in a private training engagement?

• Give Senturus a chance to deliver a tailored training solution – you won’t be sorry!

Cognos Training Options


• Quick introduction

• Live demonstration of fundamental report authoring techniques

– Use templates and predefined data items

– Create reports with freeform layout

– Build user-friendly reports with interactive prompts and drilling

• Demonstrate new visualization capabilities for Active Reports (RAVE)

• Understand how professional authoring fits into a successful analytics framework

• Senturus introduction

• Q & A

Today’s Agenda


Q&A


Helping Companies Learn From the Past, Manage the Present and Shape

the Future

www.senturus.com 888-601-6010 [email protected]

Thank You!!

Copyright 2013 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or

distributed without the written consent of Senturus, Inc.

T IPS AND T RICKS FOR B EGINNING A UTHORS - · PDF fileUsing IBM Cognos 10.2.1 Report Studio...

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