CP-51:Leveraging Analytics: The Old The New & Everything CER

Richard L Hardin Sr. VSE CORP

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

• 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

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?

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

• Main Interface Navigation

Navigating the new portal is VERY different

Navigate the New UI

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

Browsing content

• My Folders = My Content

• Public Folders = Team Content

• Modern content browsing experience

Navigate the New UI

• Data Modules

• 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

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

• 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

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

Create Dashboards

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

• 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

• 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

Creating Reports

Reports can be authored from the IBM Cognos Analytics welcome page in your browser

Create a New Report

Start by choosing a report, the layout style and adding one or more data sources

Create a New Report

The Work Area pane is the area in which you build your report

Create a New Report

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

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

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

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

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

• 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

• Filters can also be applied directly from within the display by clicking on either:

– Data items

– Actual values

Inline Filtering

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

Visualizations are used to visually communicaterelationships, comparative values, trending andforecasting

Visualizations – How and When to Use

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

• Cognos Analytics ships with many visualizations

• The visualization library can be customized and expanded

Visualizations

Custom Security

(Mimicking CAP)

Data Level Security

User Login to app

Validation to AD

Execution of Script

Rows of valid organizations

returned

Data related to those

Organizations

Data Level Security

What's New July /

October release 2019

(CA v11.1 will be

released with CER 8

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

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

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