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Cognos Dashboard and Portal

Date post: 04-Jun-2018
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    Cognos Dashboard Creation

    Business Intelligence

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    What is a Dashboard?

    A dashboard is a collection of information in one

    place.

    An effective dashboard is a collection of reports

    that highlight meaningful information that can beacted upon.

    High level summaries that easily allow access to

    underlying detail.

    Graphs that summarize large data sets efficiently.

    Visual indicators that draw attention to key facts.

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    Why make a Dashboard?

    Ease of use

    One centralized location for users

    Simplifies navigation

    Can be included in a Portal

    Time savings

    Visual indicators highlight items needing further attention

    Users can be saved from running reports needlessly

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    How to Create a Dashboard

    1. Plan your design

    Think about reports that would be useful

    Think how the data would best be presented

    Think about the visual layout

    How will the dashboard be viewed

    Grouping related data together makes for a logical layout

    2. Write the dashboard as any other report. It just takes more

    care arranging multiple report objects on one page.

    3. Write your supporting drill through reports and setup yourdrill through definitions the dashboard.

    4. (optional) Create a new portal page to display the

    dashboard in its own tab.

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    Example

    For my example we will use this audit dashboard

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    Example

    This dashboard is meant to highlight report usage over time.

    It will be displayed in a portal tab so sizing is important.

    I want to organize it so related items are near each other.

    Each chart has a drill through to a full scale version withadditional drill throughs for more detail

    Each graph is 200 x 200

    pixels in a 3 by 2 table.

    Report

    Grouping

    User Grouping

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    Example

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    Creating a Portal Tab

    You now have this portal tab. You just have to

    define the settings of each element.

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    Cognos Navigator

    Tile is entered here, if left blank Cognos

    Navigator is displayed.

    Channel name allows reports to be opened in the

    Cognos viewer.

    Select the folder you want to display when the

    page loads.

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    Cognos Viewer

    Tile is entered here, if left

    blank the report name is

    displayed.

    Standard Report options.

    Channel name that matches

    what was entered in Cognos

    navigator

    Portal size only accepts the unit pixels.

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    RSS Viewer

    The RSS View just needs an

    RSS url to display.

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    Final Product

    Html object

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    Conclusion

    We have created an effective dashboard portal

    using a few simple objects.

    A report with 6 graphs in a 3 by 2 table.

    A portal page with 3 standard portal components Cognos Navigator

    Cognos Viewer

    RSS Viewer

    With a little planning a very complex looking

    dashboard is relatively simple to create.


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