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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
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Page 1: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

CP-51:Leveraging Analytics: The Old The New & Everything CER

Richard L Hardin Sr. VSE CORP

Page 2: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 3: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• 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

Page 4: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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?

Page 5: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 6: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• Main Interface Navigation

Page 7: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Navigating the new portal is VERY different

Navigate the New UI

Page 8: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 9: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Browsing content

• My Folders = My Content

• Public Folders = Team Content

• Modern content browsing experience

Navigate the New UI

Page 10: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• Data Modules

Page 11: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• 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

Page 12: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 13: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• 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

Page 14: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 15: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Create Dashboards

Page 16: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Dashboards

Page 17: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• 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

Page 18: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• 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

Dashboards

Page 19: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Creating Reports

Page 20: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Reports can be authored from the IBM Cognos Analytics welcome page in your browser

Create a New Report

Page 21: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Start by choosing a report, the layout style and adding one or more data sources

Create a New Report

Page 22: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

The Work Area pane is the area in which you build your report

Create a New Report

Page 23: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 24: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

The Toolbox contains all available report objects

• Available objects depend on what is in focus

Explore the Data, Toolbox and Navigate Areas

Pages Queries

Conditions

Page 25: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 26: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 27: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 28: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• 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

Page 29: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• Filters can also be applied directly from within the display by clicking on either:

– Data items

– Actual values

Inline Filtering

Page 30: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 31: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Visualizations are used to visually communicaterelationships, comparative values, trending andforecasting

Visualizations – How and When to Use

Page 32: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 33: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

• Cognos Analytics ships with many visualizations

• The visualization library can be customized and expanded

Visualizations

Page 34: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Custom Security

(Mimicking CAP)

Page 35: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Data Level Security

User Login to app

Validation to AD

Execution of Script

Rows of valid organizations

returned

Data related to those

Organizations

Page 36: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

Data Level Security

Page 37: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

What's New July /

October release 2019

(CA v11.1 will be

released with CER 8

Page 38: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

Page 39: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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

FOR MORE DETAILED INFORMATION

Click Here:

Page 40: IBM Cognos Analytics Overview, New Features, and Business … · IBM Cognos Analytics is the latest business intelligence platform offering in the IBM Cognos family Dashboarding and

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