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Case Study & Demo: IBM Cognos Business Viewpoint Using one of IBM’s best-kept secrets to manage dimensions, attributes and hierarchies Helping Companies Learn From the Past, Manage the Present and Shape the Future John Peterson September 12, 2013
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Page 1: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Case Study & Demo:

IBM Cognos Business Viewpoint

Using one of IBM’s best-kept secrets to manage

dimensions, attributes and hierarchies

Helping Companies Learn From the Past,

Manage the Present and Shape the Future

John Peterson September 12, 2013

Page 2: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

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Page 3: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Agenda

Introduction

Case Study

• Business Requirements & Specific “Must-haves”

• Prior System & Process

Dimension Management Overview

Architecture Options

About Cognos Business Viewpoint (BV)

Live Demo

Case Study - Real Benefits (Before & After)

BV Licensing Model & Additional Info

Q&A

Page 4: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Welcome and Introduction

John Peterson Co-founder CEO

Greg Herrera Co-founder Chairman

Page 5: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Who is Senturus ?

Consulting firm specializing in Corporate Performance Management

Business Intelligence

Tools of the Office of Finance

Enterprise planning & budgeting

Consolidate, close, report and file (CCRF)

San Francisco Business Times Hall of Fame – Four consecutive years in Fast 100 list of fastest-growing private companies in the Bay Area

Experience

12-year focus on performance management

More than 1,000 projects for 600+ clients

People

Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors...

DBAs with MBAs

Page 6: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

A Few of our 650+ Clients…

Page 7: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Agenda

Introduction

Case Study

• Business Requirements & Specific “Must-haves”

• Prior System & Process

Dimension Management Overview

Architecture Options

About Cognos Business Viewpoint

Live Demo

Case Study - Real Benefits (Before & After)

BV Licensing Model & Additional Info

Q&A

Page 8: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

QUICK POLL

How do you handle hierarchy management today?

Page 9: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Business Requirements

– Retail Client

Finance/GL System – migrated to Dynamics AX

Frustration with limitations of XLR (DAX reporting tool)

Must distribute Monthly P&L’s (in Excel) broadly

Should leverage existing Data Marts & tools, if possible

Use Finance Mart as future DW foundation

Would like to be able to add Planning in future

Absolute need for fully Self-Service BI

– Reporting & Analysis

– Hierarchy control & maintenance

Page 10: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Specific System Must-have’s

Hierarchy management by the finance group, not IT

– Need for simple graphical UI

Support for alternate hierarchies & ability to add new ones

– Multiple department and account rollups

Automatic (& secure) report distribution to 150 recipients

– Each recipient sees unique sets of departments

– Very rich & complex reports

15 minute data refresh (esp. during close)

High performance ad-hoc analysis and report dev.

Page 11: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Client System (BEFORE)

Standard

Reports (Pull)

Excel

DAX

XLR

XLR

Company

DW

Financial/GL

Data

Non-GL Data

P.O.S.

DAX

Others

Dashboards/

Scorecards

Standard

Reports

(Push-Pull)

Cubes

Alerts

Page 12: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Agenda

Introduction

Case Study

• Business Requirements & Specific “Must-haves”

• Prior System & Process

Dimension Management Overview

Architecture Options

About Cognos Business Viewpoint

Live Demo

Case Study - Real Benefits (Before & After)

BV Licensing Model & Additional Info

Q&A

Page 13: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Dimension Management (“JP’s Laws”)

1. All BI & Planning Systems need additional dimensional

information

COROLLARY: No Source system contains full hierarchy or attribute

detail

2. Today most gets added downstream in Excel (vlookups)

3. Hard-coding additional “richness” in specific cubes or

reports is possible, but not wise

4. SQL and database tables in the DW can handle it, but

creates IT-Business friction

5. Using Excel as a data source for roll-ups is very fragile/risky

6. Data stewardship is critical, but rarely appreciated initially

Page 14: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

The Big Epiphanies

Business Intelligence

Success hinges on

Dimensional Data

&

Self-Service BI

is more than Ad Hoc

Reporting & Analysis

tools

Page 15: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Some Hierarchies to Actively Manage…

Financial - Departments

Financial - Chart of Accounts

Product

Brand

Sales Territory

Customer

Employees & Management (including security)

Supplier

Asset

Geography/Location

Etc….

Page 16: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

A Few Classic Examples

Company reorgs

Multiple product hierarchies

Finance version vs. Marketing version

Sales territory realignment

Management hierarchies vs. geographic territories

Pre- and post- acquisition rollups

Multiple division or subsidiary (plus corporate) rollup

disparities

External supplier and 3rd-party data hierarchies vs. internal

Temporary groupings (promos, tiger teams, etc.)

Page 17: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Dimensional Data Management options

DW

Pros & Cons

In

Source

Systems

In the

Data Mart/

Warehouse

In

Cubes

In

Reports Offline

Page 18: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Our Recommendation

DW

Maximum leverage, efficiency, control & stability

In

Source

Systems

In the

Data Mart/

Warehouse

In

Cubes

In

Reports Offline

Page 19: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

BUT, The Challenge…

IT typically “owns” the database layer, yet

Business “owns” the dimensional information

DW

In

Source

Systems

In the

Data Mart/

Warehouse

In

Cubes

In

Reports Offline

Business IT

Page 20: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Agenda

Introduction

Case Study

• Business Requirements & Specific “Must-haves”

• Prior System & Process

Dimension Management Overview

Architecture Options

About Cognos Business Viewpoint

Live Demo

Case Study - Real Benefits (Before & After)

BV Licensing Model & Additional Info

Q&A

Page 21: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Enter IBM Cognos Business Viewpoint

Govern and Collaborate

Replace manual, error-prone efforts with fully

transparent, automated and auditable processes

Share and Synchronize

Deliver shared, approved viewpoints across Performance

Management and provide bi-directional interfaces to

external systems

Create and Maintain

Enable the business to easily create their own

perspectives with highly visual interface and

fully flexible model

Business Viewpoint Enables the Business

Page 22: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Create and Maintain

Visualize create and relate dimensions and

flexibly add any number of attributes

• Enable Business Definition of common

Dimensions

– Create, edit, manage, compare, import

– All line item dimensions required for

PM (chart of accounts, cost center,

product etc)

– Assemble multiple hierarchies, views

or versions to support the performance

management process

– Notifications by role as changes occur

– Business Rules – validate user entry

Business users maintain any and all dimensions, attributes and hierarchies

• Enable IT Control of Dimension structure

– Data integrity via system & database control

Page 23: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Govern and Collaborate

Assign specifics roles and areas of responsibility across the business community

• Enable Governance of common Dimensions

– Workflow collaboration, multi user

contribution

– Audit who makes changes and what

changes are made

– Version control and roll back

– Security for dimensions, users and user

roles

– Lineage of maintenance history back to the

source

– Add comments to changes

– Central dimension store

Manage nominations, approvals and versions with business workflow

Page 24: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Share and Synchronize

Visualize create and relate dimensions and

flexibly add any number of attributes

• Enable both Business & IT Control of

common Dimensions

– Create, edit, manage, compare, import

– All line item dimensions required for PM

(chart of accounts, cost center, product

etc)

– Assemble multiple hierarchies, views or

versions to support the performance

management process

– Notifications by role as changes occur

– Business Rules – validate user entry

– Data integrity control

Business users maintain any and all dimensions, attributes and hierarchies

Page 25: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Business Viewpoint Studio and Adapters

Planning

CSV

Files

TM1

Controller

Relational Tables

Transformer

Data

Warehouse

Create and Maintain

Govern and Collaborate

Share and Synchronize

Page 26: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

BV Benefits (General)

• Embrace business ownership of

dimensions while maintaining

oversight of their work

• Retain control of how approved

versions are published and used

with minimal disruption to

downstream systems

• Ensure organization can respond

to business change with minimal

delay

• Freedom to own dimension structures, relationships and attributes in a shared view

• Replacement of manual, error-prone efforts with fully transparent, automated and auditable processes

• Approved shared viewpoints for use across BI and Performance Management, and provide those approved structures to IT for other systems

Page 27: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Demo

Page 28: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Agenda

Introduction

Case Study

• Business Requirements & Specific “Must-haves”

• Prior System & Process

Dimension Management Overview

Architecture Options

About Cognos Business Viewpoint

Live Demo

Case Study - Real Benefits (Before & After)

BV Licensing Model & Additional Info

Q&A

Page 29: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Client System (AFTER)

Company

DW

(Old)

Non-GL Data

P.O.S.

DAX

Others

DAX

GL

Company

DW

(New)

Additional

Finance

Tables*

Business

Viewpoint

Dashboards/

Scorecards

Standard

Reports

(Push-Pull)

Cubes

Alerts

Advanced

Ad-hoc

Reports

(CWA)

Distributed

Reports

ETL

ETL

ETL

ETL

ETL

ETL

GL Data * Hierarchies,

Report Bursting,

etc.

GL

Cube

ETL

Page 30: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Client System (NEXT)

Non-GL Data

P.O.S.

DAX

Others

DAX

GL

Company

DW

(New)

Additional

Finance

Tables*

Business

Viewpoint

Dashboards/

Scorecards

Standard

Reports

(Push-Pull)

Cubes

Alerts

Advanced

Ad-hoc

Reports

(CWA)

Distributed

Reports

ETL

ETL

ETL

ETL

ETL

GL Data * Hierarchies,

Report Bursting,

etc.

GL

Cube

ETL

Page 31: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Real Results

Hierarchy management by the finance dept via graphical UI

Support for unlimited alternate hierarchies & ability to easily

add new ones

• ETL also supports Slow-Changing Dimensions

<15 minute data refresh anytime

Automatic & secure report distribution to over 150 recipients

• Each recipient sees unique sets of departments (configurable to any

level of the hierarchy)

High performance ad-hoc analysis and report dev.

• Via Cubes, BIA (Cognos Workspace), Studios…

• Simple Report Definition table drives aggregation & formatting

“What used to take days, every

month, now takes minutes!”

“We are very happy with the system”

Page 32: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Agenda

Introduction

Case Study

• Business Requirements & Specific “Must-haves”

• Prior System & Process

Dimension Management Overview

Architecture Options

About Cognos Business Viewpoint

Live Demo

Case Study - Real Benefits (Before & After)

BV Licensing Model & Additional Info

Q&A

Page 33: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Cognos Business Viewpoint Licensing

License Model

User Definitions

Pricing Scenarios

Page 34: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

BV User Definitions IBM Business Viewpoint New License Model

BV Data Steward

BV Contributor

(5) IBM Cognos Business Viewpoint Data Steward

For each use authorization acquired, Licensee may use the Program to;

• Access all features of the Business Viewpoint Studio and Business Viewpoint Client

Adapters and Excel connector.

• Create and model new dimensions, lists and hierarchies

• Define validation rules and calculations

• Update to member attributes

• Define, map and execute data links

• Review and manage links in the business view diagram

• Administer the IBM Cognos Business Viewpoint environment in relation to server,

repository backup and restore, security and user roles.

(4) IBM Cognos Business Viewpoint Contributor

For each use authorization acquired, Licensee may use the Program to:

• Access IBM Business Viewpoint Studio to work with objects that are associated to their workflow tasks.

• Access IBM Business Viewpoint Studio to review, approve or reject items

• Access IBM Business Viewpoint Client Adapters to nominate, subscribe or update information in Business

Viewpoint and the Client component.

All administration actions

to create “new”

dimensions and

administrate governance

activities

All user actions to maintain, add,

modify, approve “existing”

dimensions

Page 35: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Example Pricing Scenario (List)

STARTER

IBM Cognos BV Server (1) $19,900

• Up To 5 Data Stewards

IBM Cognos BV Data Steward (1) $13,300

• Administrative User/Dimension Modeler

IBM Cognos BV Contributor Users (5) $6,650

• Nominate/Review

= Total Licenses and 12 Months S&S $39,850

Page 36: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

For Additional Info

Excellent online demo video

http://download.boulder.ibm.com/ibmdl/pub/software/data/sw-

library/cognos/demos/od_business_viewpoint/index.html

Senturus Info & Advice

– For software licensing info, etc.

– Call for a free Hierarchy Management ROI Assessment

[email protected] or (888) 601-6010

Page 37: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Upcoming Events

• September 19, 2013

Planning for Sophisticated Businesses Free Webinar 10-11:30am PT

• During this webinar, we will demonstrate IBM's TM1 planning tool. We will show you how TM1 can be

used to perform complex planning such as revenue planning, capital planning and retail assortment.

We will discuss TM1's exceptionally fast performance for large, sophisticated models and data sets.

Plus, we will share a case study on how one of our clients implemented TM1 and the impact it had on

their business.

REGISTER NOW

• October 03, 2013

Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar 10am - 11:30am PT

• Join us to learn the fundamentals of professional report authoring with IBM Cognos 10.2.1 Report

Studio including many live demonstrations of helpful techniques. Plus we will demonstrate new

visualization capabilities for Active Reports in version 10.2.1.

REMINDER: Visit our booth at IOD (November 4-6)

Page 38: IBM Cognos Business Viewpoint - Senturus Cognos Business Viewpoint ... Controller Relational Tables Transformer ... Tips & Tricks for Beginning IBM Cognos Report Authors Free Webinar

Q & A

Wrap-up


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