Coginsight Tut En

IBM Cognos InsightVersion 10.1.0

Tutorial

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NoteBefore using this information and the product it supports, read the information in “Notices” on page 15.

Product Information

This document applies to IBM Cognos Insight Version 10.1.0 and may also apply to subsequent releases. To checkfor newer versions of this document, visit the IBM Cognos Information Centers (http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp).

Licensed Materials - Property of IBM

© Copyright IBM Corporation 2012.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp


Contents

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Chapter 1. The setting for the tutorial . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 2. Navigating the tabs in the workspace . . . . . . . . . . . . . . . . . . 3

Chapter 3. Exploring the data . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 4. Customizing your view of the data . . . . . . . . . . . . . . . . . . . 7

Chapter 5. Performing a what-if analysis. . . . . . . . . . . . . . . . . . . . . . 9

Chapter 6. Manipulating and analyzing data . . . . . . . . . . . . . . . . . . . . 11

Chapter 7. What's next? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

© Copyright IBM Corp. 2012 iii

iv IBM Cognos Insight Version 10.1.0: Tutorial

Introduction

This tutorial consists of interactive tasks that enable you to learn how to use IBM®

Cognos® Insight.

IBM Cognos Insight is a data exploration and planning solution.

Audience

For analysts and business users who are looking to more easily access andunderstand key business information, Cognos Insight empowers you toindependently discover, explore, and share this information, and then take action.In contrast to spreadsheets or other point solutions that create information silos,Cognos Insight can be seamlessly woven into a workgroup or larger corporateentity.

Cognos Insight functionality

Cognos Insight provides the following functionality:v Facilitate data exploration

You can work with the data you need, on demand, without involvingadministrators or Information Technology specialists.You can share your insights among workgroups or throughout the enterprise.

v Take advantage of a common technology across the IBM Cognos family ofproductsCognos Insight is extensible to broader business analytics.

v Contribute to an enterprise planWithin Cognos Insight, you can enter text, dates, and numeric data in the sliceof the enterprise plan that is assigned to you. Changes that you make arehighlighted so that you can easily see their impact before committing.If you enter data at cumulative levels of a hierarchy, you can spread that data tothe members of the hierarchy.

v Discover trends, explore scenarios, and take actionImport or merge data sets from personal or managed data sources. Enrich yourdata without scripting.Use intuitive gestures to uncover trends and insights and visually analyze data.Add charts to evaluate scenarios or plans.

v Share and collaborateShare your dashboards or plan workspaces within your workgroup or line ofbusiness.Publish your workspace to the enterprise for corporate consumption and tofurther expand on your insights by taking advantage of IBM Cognos BusinessIntelligence.

Finding information

To find IBM Cognos product documentation on the web, including all translateddocumentation, access one of the IBM Cognos Information Centers

© Copyright IBM Corp. 2012 v


(http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp). ReleaseNotes are published directly to Information Centers, and include links to the latesttechnotes and APARs.

You can also read PDF versions of the product release notes and installation guidesdirectly from IBM Cognos product disks.

Accessibility Features

Accessibility features help users who have a physical disability, such as restrictedmobility or limited vision, to use information technology products. Cognos Insighthas accessibility features. For information on these features, see the accessibilitysection in the IBM Cognos Insight User Guide that is available in the PDF section inthe IBM Cognos Information Centers (http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp).

Forward-looking statements

This documentation describes the current functionality of the product. Referencesto items that are not currently available may be included. No implication of anyfuture availability should be inferred. Any such references are not a commitment,promise, or legal obligation to deliver any material, code, or functionality. Thedevelopment, release, and timing of features or functionality remain at the solediscretion of IBM.

Samples disclaimer

The Great Outdoors Company, GO Sales, any variation of the Great Outdoorsname, and Planning Sample depict fictitious business operations with sample dataused to develop sample applications for IBM and IBM customers. These fictitiousrecords include sample data for sales transactions, product distribution, finance,and human resources. Any resemblance to actual names, addresses, contactnumbers, or transaction values is coincidental. Other sample files may containfictional data manually or machine generated, factual data compiled fromacademic or public sources, or data used with permission of the copyright holder,for use as sample data to develop sample applications. Product names referencedmay be the trademarks of their respective owners. Unauthorized duplication isprohibited.

vi IBM Cognos Insight Version 10.1.0: Tutorial


Chapter 1. The setting for the tutorial

In this tutorial, you work for the Sample Outdoors Company. You will use IBMCognos Insight to examine and review corporate data.

By using the sample workspaces to perform a set of tasks, you can explore CognosInsight and learn how it can help you use your corporate data to fully understandhow your company is doing now and what lies ahead.

Specifically, you need up-to-date information that will enable you to perform thefollowing activities:v Determine the current state of your companyv Identify trouble spotsv Perform what-if analyses to help plan the future direction of the company

You will assume different roles as you perform the tasks in the tutorial.

There are two samples included with this tutorial, the Orders sample and theHuman Resources sample. Each task in the tutorial is based on one of thesesamples. Each sample consists of a workspace that displays data that relates to thesample. Each workspace includes these widgets that enable you to understand andinteract with your data:v Tabs, to make it easy to browse through the workspacev Crosstabs, to view dimensions and perform basic analysis on your datav Charts, to clarify numbers and communicate comparisons, relationships, and

trendsv Text, to create a title or add an explanationv Images, to add visual impact

© Copyright IBM Corp. 2012 1

2 IBM Cognos Insight Version 10.1.0: Tutorial

Chapter 2. Navigating the tabs in the workspace

As a sales executive at the Sample Outdoors Company, you need to keep track ofhow the company is doing.

To do this, you want to look at the company's sales data for its products todetermine whether there are problem areas that need further investigation. Tabsare used to categorize the data and help you navigate it.

Procedure

1. Click the actions menu icon , and then click Open.2. Navigate to where you downloaded the samples and double-click Orders.cdd.3. Click the Orders tab.

Note that there are three product lines (Infinity, Kodiak, and Legend), and thatorder information is shown for all three. You can see in the Orders informationwidget that sales are much lower for the Kodiak line than for the other twolines. You want to explore the data to find more information about the sales.

4. In the Products widget, click the Kodiak explore point.This filters out product information for the Infinity and Legend products.

Tip: You can use the clear this explore point icon to display all theproducts again.

5. In the pie chart, hover over pie slices to display sales information for thecountries or regions where the Kodiak product line is sold.

6. In the Customers widget, click Kanga Kampers.The Orders information widget shows the sales revenue for the KangaKampers company and also shows that all sales occurred in February.The Sales by country widget shows the sales revenue by country. All salesoccurred in Australia.The area chart shows the sales graphically.The pie chart shows the breakdown of sales by country.Below the area and pie charts, the Order details widget shows more detailsabout the Kanga Kampers sales, such as City, Order quantity, and Salesrepresentative.In the Order size widget, note that all orders are within the 1-5000 range.

7. Click the Products tab.The widgets in this tab show survey, product, sales, and revenue information.

8. Click the Gross margin, Revenue, and Sales Trend tabs, and the button foreach year to see the information for each area.Using tabs can help you organize data and filters to hide or focus on specificdata. For example, you can use tabs to tell a story about your own business byseparating the aspects of your business into meaningful divisions that allowyou to quickly view and work with your data analysis.

9. Click the actions menu icon , and then click Close.When you are prompted to save the changes you made to the sample, click No.



Chapter 3. Exploring the data

As a sales account manager, you know that sales are down for the Legend line ofproducts. You want to drill into the data in your workspace to determine wherethere may be sales opportunities.

Procedure

1. Click the actions menu icon , and then click Open.2. Navigate to where you downloaded the samples and double-click Orders.cdd.3. Click the Orders tab.4. In the Products widget, click Legend.

This hides product information about the Kodiak and Infinity products.You see that orders have dropped sharply in July. You want to further explorecustomer sales for that month.

5. In the Customers widget, note that there are seven customers listed and thatfour customers ordered Legend products. They are shown in bold at the topof the list.The chart showing the order size over time is an area chart. For a moreeffective representation, you want to change it to a bar chart.Before distributing this workspace, the administrator locked the widgets topreserve data integrity and prevent users making accidental changes to thedata. However, you need to edit a crosstab, so you must unlock the widgets.

6. Right-click in the chart widget, and then click Unlock widget.To unlock all widgets, place the cursor on the background of the workspace,right-click, and then click Unlock all widgets.A toolbar appears above the chart.

7. Click the change chart icon , and from the list, click Bar.8. Right-click in the chart, and then click Lock widget.

To lock all widgets, place the cursor in the background of the workspace,right-click, and then click Lock all widgets.The bar chart appears.

9. In the Customers widget, click each of the customers who bought Legendproducts to see sales by month and country or region to help you determinewhen and where to target your sales campaigns.From exploring the data in this task, you can tell that there may be salesopportunities for the Legend line of products among the three companies thatdid not order the Legend products. There may also be opportunities toincrease sales to your current customers.

10. Click the actions menu icon , and then click Close.When you are prompted to save the changes you made to the sample, clickNo.Focusing on key aspects of your data is easy to do in Cognos Insight. It is alsoimportant because it allows you to see differentiators in your data that youmay otherwise not have known about from a common spreadsheet.



Chapter 4. Customizing your view of the data

You can customize the data in your workspace to see different information thanwhat is displayed by default.

Procedure

1. Click the actions menu icon , and then click Open.2. Navigate to where you downloaded the samples and double-click Orders.cdd.

3. Click the insert a new tab icon .A new tab appears called Tab 5.You now have a blank canvas to use for creating a new view of the data.You can rename the tab to something more meaningful. To do this, right-clickTab 5, click Rename, and type a new name, for example, Sales.

4. Click the use the content pane to explore and restructure data icon to seeall the dimensions and measures that have been imported.The Data pane shows the metadata for the cubes that are in the Orders.cddsample.

5. Drag the Orders information cube onto the workspace.The Data pane contains the metadata. The crosstab and chart contain the data.By default, dragging the cube displays the first dimension, Total of ordernumber, and all the measures that are available in the cube. In this case, thereis only one measure, Order revenue.The overview area above the workspace shows you which dimensions areavailable in the cube that you dragged onto the workspace.

6. Click each dimension to see the information within it.Instead of the Total of Order number, you want to see the Total of Products.To do this, you need to swap the Total of Products dimension for the Total ofOrder number dimension.

7. Drag Total of Products onto Total of Order number in the overview area.As well as the total of products, you want to see customer information.

8. Drag Total of Customer next to Total of Products.The total of products for all customers and the total of products for eachcustomer are displayed.To see the total for each product, you must first hide the Total of Products.

9. Right-click Total of Products on the workspace, click Show Dimension, andthen click Don't Show Totals .Next, you want to see revenue information.

10. Drag Total of Months in the overview area beside Orders Measures in theoverview area.This adds revenue columns for January to July.

11. To see the quantity ordered by month, click Total of Order size in theoverview area, and then click each entry to see the quantity that eachcustomer is buying each month.By swapping, nesting, and positioning your data set, you can create the viewsand perspectives that you need to help you analyze your data.


12. Click the actions menu icon , and then click Close.When you are prompted to save the changes you made to the sample, clickNo.


Chapter 5. Performing a what-if analysis

As the human resources manager, you need to determine the business impact ofmaking changes that affect the structure and staff of the Sample OutdoorsCompany. In this case, you want to see the effect of increasing salaries by 5%.

Procedure

1. Click the actions menu icon , and then click Open.2. Navigate to where you downloaded the samples and double-click

HumanResources.cdd.3. Click the Employee expenses tab.4. In the Employee expenses crosstab, right-click Pay, and then click Duplicate

Member.The duplicate column named Pay type1 appears beside the Pay column.

5. Type What-if Pay 5 to rename the column.6. In the What-if Pay 5 column, click the Total of Country cell, type inc5, and

press Enter.The values in all the cells in the What-if Pay 5 column increase incrementallyby five percent. The What-if Pay 5 column is also added to the chart below thecrosstab. You can create what-if scenarios to forecast, plan, and differentiate thepossibilities of your data set.




Chapter 6. Manipulating and analyzing data

As the manager of the Sample Outdoors Company who is responsible for training,you need to cut costs.

To help you determine where you can cut costs, you want to compare costs forgiven periods of the year.

Procedure

1. Click the actions menu icon , and then click Open.2. Navigate to where you downloaded the samples and double-click

HumanResources.cdd.3. Click the Employee training tab.

This tab provides at-a-glance course information. It shows the courses by name,a list of attendees, the total course enrolment by course, and graphs of thecourse cost, the number of days, and the enrolment by month.Now, you want to group January, February, and March so that you cananalyze the data by quarter.

4. Right-click on the Employee training by month widget and click UnlockWidget.

5. Ctrl+click January, February, and March.6. Right-click and then click Insert Parent.

Note that the selected members are grouped under a new member calledMember 1.

7. To rename Member 1 to something more meaningful, right-click Member 1,click Rename Member and type Quarter 1.You can now see that the course costs for the quarter are $32000, which is closeto the total for the month of July. You may want to explore further to see whythere is such a difference so that you can decide whether you need to takeaction.Creating hierarchies of parent-child relationships allows you to expand yourdata set and gives you enhanced control of your application.




Chapter 7. What's next?

In this tutorial, you have learned some basic skills to apply when exploring yourdata in IBM Cognos Insight.

There is much more that you can do in Cognos Insight. For instance, you cancreate calculations or design your own workspace and add widgets such as tabs,crosstabs, charts, text, images, and web pages.

To learn how to perform these tasks, see the IBM Cognos Insight User Guide, whichis included with every edition of Cognos Insight. The user guide is available fromthe Help menu in Cognos Insight.

If you have a license for IBM Cognos TM1® or IBM Cognos Business Intelligencesoftware, you can use Cognos Insight to publish, distribute, and control yourworkspaces as described in the following sections.

Implement central control of files

You can store a file on a server, but you must have a license for Cognos TM1 orCognos Business Intelligence software to perform this activity.

For example, a number of people in the Sample Outdoors Company havecollaborated on a Human Resources file, which is stored on the company's LAN.As the owner of this file, you decide that it should be stored on your server so thatits versioning and security can be controlled by the IT department.

Share a workspace file

You can share a workspace file, but you must have a license for Cognos TM1 orCognos Business Intelligence software to perform this activity.

You can share the workspace with selected colleagues by using IBM CognosConnection to control access to the workspace. When the authorized colleaguesaccess the workspace from Cognos Connection, Cognos Insight is automaticallyinstalled for them if they do not have it already.

For example, as the human resources manager, you have created a workspaceshowing the effects of a 5% reduction in staff. You want to make the informationavailable but only to staff members within the Human Resources department. Todo this, you specify the IBM Cognos system that you want to use and the nameand location of the workspace, review the workspace, and share it.

Publish and distribute a workspace

You can publish a workspace to an Cognos TM1 server that users can access byusing Cognos Business Intelligence, but you must have a license for Cognos TM1or Cognos Business Intelligence software to perform this activity.

When you publish a workspace, a data source, package, and reports will becreated.


For example, you have made multiple changes to a Human Resources file. Youwant to make the file available to other staff members to review. To do this, youspecify an IBM Cognos system, the name of the Cognos application that you wantto create, the Cognos Business Intelligence system that you want to use, and thenpublish the workspace. It is now available for others to review.


Notices

This information was developed for products and services offered worldwide.

IBM may not offer the products, services, or features discussed in this document inother countries. Consult your local IBM representative for information on theproducts and services currently available in your area. Any reference to an IBMproduct, program, or service is not intended to state or imply that only that IBMproduct, program, or service may be used. Any functionally equivalent product,program, or service that does not infringe any IBM intellectual property right maybe used instead. However, it is the user's responsibility to evaluate and verify theoperation of any non-IBM product, program, or service. This document maydescribe products, services, or features that are not included in the Program orlicense entitlement that you have purchased.

IBM may have patents or pending patent applications covering subject matterdescribed in this document. The furnishing of this document does not grant youany license to these patents. You can send license inquiries, in writing, to:

IBM Director of LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBMIntellectual Property Department in your country or send inquiries, in writing, to:

Intellectual Property LicensingLegal and Intellectual Property LawIBM Japan Ltd.1623-14, Shimotsuruma, Yamato-shiKanagawa 242-8502 Japan

The following paragraph does not apply to the United Kingdom or any othercountry where such provisions are inconsistent with local law: INTERNATIONALBUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS"WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED,INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OFNON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULARPURPOSE. Some states do not allow disclaimer of express or implied warranties incertain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors.Changes are periodically made to the information herein; these changes will beincorporated in new editions of the publication. IBM may make improvementsand/or changes in the product(s) and/or the program(s) described in thispublication at any time without notice.

Any references in this information to non-IBM Web sites are provided forconvenience only and do not in any manner serve as an endorsement of those Websites. The materials at those Web sites are not part of the materials for this IBMproduct and use of those Web sites is at your own risk.


IBM may use or distribute any of the information you supply in any way itbelieves appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purposeof enabling: (i) the exchange of information between independently createdprograms and other programs (including this one) and (ii) the mutual use of theinformation which has been exchanged, should contact:

IBM Software GroupAttention: Licensing3755 Riverside DrOttawa, ON K1V 1B7Canada

Such information may be available, subject to appropriate terms and conditions,including in some cases, payment of a fee.

The licensed program described in this document and all licensed materialavailable for it are provided by IBM under terms of the IBM Customer Agreement,IBM International Program License Agreement or any equivalent agreementbetween us.

Any performance data contained herein was determined in a controlledenvironment. Therefore, the results obtained in other operating environments mayvary significantly. Some measurements may have been made on development-levelsystems and there is no guarantee that these measurements will be the same ongenerally available systems. Furthermore, some measurements may have beenestimated through extrapolation. Actual results may vary. Users of this documentshould verify the applicable data for their specific environment.

Information concerning non-IBM products was obtained from the suppliers ofthose products, their published announcements or other publicly available sources.IBM has not tested those products and cannot confirm the accuracy ofperformance, compatibility or any other claims related to non-IBM products.Questions on the capabilities of non-IBM products should be addressed to thesuppliers of those products.

All statements regarding IBM's future direction or intent are subject to change orwithdrawal without notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily businessoperations. To illustrate them as completely as possible, the examples include thenames of individuals, companies, brands, and products. All of these names arefictitious and any similarity to the names and addresses used by an actual businessenterprise is entirely coincidental.

If you are viewing this information softcopy, the photographs and colorillustrations may not appear.


Trademarks

IBM, the IBM logo, ibm.com, TM1, and Cognos are trademarks or registeredtrademarks of International Business Machines Corp., registered in manyjurisdictions worldwide. Other product and service names might be trademarks ofIBM or other companies. A current list of IBM trademarks is available on the Webat “ Copyright and trademark information ” at www.ibm.com/legal/copytrade.shtml.

Notices 17

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Index

Aadministering,

See managingadvanced settings

managing 13analyzing

data 11

Ccanvas 1charts 1columns

swapping 7rows and columns 7

crosstabs 1

Ddata

analyzing 11changing 7combining 11exploring 5grouping 11manipulating 11

Eexploring

data 5

Ggetting started 1

groupingdata 11

Mmanaging

advanced settings 13content 13users 13

manipulatingdata 11

Nnavigating

tabs 3workspace

navigating 3

Rrows

swapping 7

Ttabs 1

navigating 3

Wworkspaces 1


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