IBM Cognos Analytics

Overview and New Features Jumpstart

Training Materials are proprietary and confidential.

Materials may not be reproduced or distributed in any

way without permission from Senturus, Inc.

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In this course, we will:

Become familiar with the Cognos Analytics interface

Upload personal data

Create data modules

Create dashboards

Create simple reports

IBM Cognos Analytics Overview

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Instructor introduction

Student introduction

Your role

Experience with the tools

Expectations and reasons for attending the course

4

Introduction

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Who We Are

Business Analytics Consultants

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BRIDGING THE GAP BETWEEN DATA & DECISION MAKING

Analysis

Ready

Data

DECISIONS & ACTIONS

Business Needs

Analysis Ready Data

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Dashboards, reporting & visualizations

Data preparation & modern data warehousing

Self-service business analytics

Big data & advanced analytics

Planning & forecasting systems

Proprietary Analytics Connectorsoftware

BUSINESS ANALYTICS ARCHITECTS

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1000+ CLIENTS, 2000+ PROJECTS, 16+ YEARS

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Become Familiar with the IBM Cognos Analytics Interface

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In this module we will:

Explore the IBM Cognos Analytics (Cognos v11) platform

Navigate content

Consume and personalize existing reports

Review Items to Look Out for Before Migrating

Browser, OS, mobile and data source support

JavaScript

Portal pages

Workspaces

Module Overview

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IBM Cognos Analytics is basically v11 of the Cognos platform

Built on the same basic architecture

There are some SIGNIFICANT differences

Brand new capabilities of IBM Cognos Analytics

Dashboards

Data modules

Data sets (11.0.4)

Stories (11.0.5)

Major differences

All new modern user interface the entire portal experience has been remodeled

Overview of the IBM Cognos Analytics Platform

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Authoring is now a singular environment/user experience that replaces:

Report Studio

Cognos Workspace Advanced

Query Studio*

Analysis Studio*

PowerPlay Studio*

Modeling and System Administration remain basically unchanged from 10.2.2

Framework Manager, Transformer, Cube Designer

Overview of the IBM Cognos Analytics Platform

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Data modules are a brand new capability in Cognos Analytics

Allow users to perform light data modeling

Can be based on:- Existing data modules built in Cognos Analytics

- Pre-configured database connections such as SQL Server, DB2, Redshift, SAP HANA

- Desktop-based files such as Excel Workbooks, CSV

- Extracts, or snapshots from existing packages

- Live connections to existing (relational) packages

Data Modules

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A couple of notes on data modules and dashboards:

As of Release 5 (November, 2016):

Dashboards can be based on data modules or packages

Data modules can use packages

Directly for relational packages

Indirectly through data sets for OLAP packages

No hierarchy support (flat extracts)

*Direct access coming in Release 6, March, 2017)

A report can be based on any single package or data module

Data Modules and Dashboards

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Browser, OS, mobile and data source support

Always changing, new sources are supported, some older sources are no longer support

Which browser to use? What about server platforms?

Keep up to date: http://www-01.ibm.com/support/docview.wss?uid=swg27047186

Ibm.com > Search: Cognos software environments

Other Considerations

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http://www-01.ibm.com/support/docview.wss?uid=swg27047186

Navigating the new portal is VERY different

Navigate the New UI

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Browsing content

My Folders = My Content

Public Folders = Team Content

Modern content browsing experience

Navigate the New UI

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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

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Demo 1-1 Log in and Search, Browse and Consume Content

Purpose: It is our first exposure to IBM Cognos Analytics. We want to familiarize

ourselves with the modern user interface and get comfortable with navigating the

portal and consuming reports in the interactive viewer.

1. Connect to the Cognos Analytics environment at:

http://54.241.242.73/ibmcognos/bi/ (note the / at the end, this is IMPORTANT!).

2. Log in as studentx, Admin1234. (you will be assigned a unique student #,

student1 through student20)

3. The main tools on the left of the page. A single left-click on each tool will display

the level one pane for that tool. A second single-click on the tool icon will hide the

pane. Some panes have multiple layers of navigation.

4. At the very top, click the Search tool and type top to demonstrate the auto-fill

feature.

5. Click on the Top 10 Retailers for 2011 result.

6. There are many results, sorted by relevance. Click the first entry to view this

report.

Navigate the New UI

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http://54.241.242.73/ibmcognos/bi/

Demo 1-1 Log in and Search, Browse and Consume Content

7. You can select features in the list, such as column titles and individual values;

however, the interactive features (sort, filter, etc.) for this report have not been

enabled.

8. To return to the Welcome Screen, you can use the main navigation:

a) Navigate back to Welcome,

b) Or remove the current report

9. Click on the Navigation tool in the top center of the page.

10. Click the ellipsis next to Top 10 Retailer for 2011 to remove it.

11. In the upper left, click the Recent tool. This will show all the entries that

have been viewed by your user ID.

12. Hover over the Top 10 Retailers for 2011 entry and click the More action at the for

right.

Navigate the New UI

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Demo 1-1 Log in and Search, Browse and Consume Content

13. You can perform several

actions here, including

removing the entry for your

recently viewed list.

14. Click the Recent tool again to

hide this pane.

15. Click the Team content

folder.

16. Follow this path to open the

Sales summary report:

Samples -> Reports ->

Standard Reports.

Navigate the New UI

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Demo 1-1 Log in and Search, Browse, and Consume Content

17. In the value prompt at the far left, expand Products and select Camping

Equipment and click Finish at the bottom.

18. In the first list, click on Americas in the Region column. In the on-demand toolbar,

click Filter and select Include Americas. Note that this filter affects all the

displays.

19. In the main report toolbar at the very top of the page, click the Undo tool.

20. Scroll down to the REVENUE BY PRODUCT column chart.

21. We see that Tents are the top seller for Camping Equipment. Click Tents on the X-

axis and in the tools, select Explore -> Drill down.

22. Remove the Sales summary report from your session. Click OK, we dont need to

save the changes.

Navigate the New UI

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Uploading Local Files

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In this module we will:

Use local files for analysis and visualization

Upload a Microsoft Excel worksheet

Module Overview

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IBM Cognos Analytics is the latest business intelligence platform 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