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IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest...

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CP-51: Leveraging Analytics: The Old The New & Everything CER Richard L Hardin Sr. VSE CORP
  • 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


  • • 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 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


  • 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


  • 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


  • Custom Security

    (Mimicking CAP)

  • Data Level Security

    User Login to app

    Validation to AD

    Execution of Script

    Rows of valid organizations


    Data related to those


  • 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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