Cognos Dashboard Creation
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 be acted 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.
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
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 your drill through definitions the dashboard.
4. (optional) Create a new portal page to display the dashboard in its own tab.
For my example we will use this audit dashboard
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 with additional drill throughs for more detail
Each graph is 200 x 200 pixels in a 3 by 2 table.
Creating a Portal Tab
Click on New Page.
After naming, select the number of columns.
Add portal elements.
Check View the page and hit finish.Enter a title.
Cognos Viewer allows viewing reports
Creating a Portal Tab
You now have this portal tab. You just have to define the settings of each element.
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.
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.
The RSS View just needs an RSS url to display.
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.