Helping Companies Learn From the Past,
Manage the Present and Shape the Future
IBM Cognos Business Intelligence
Scorecarding Application Design with
Metric Designer
June 15, 2011
Presented by Senturus, Inc.
Today’s Agenda
• Welcome and Introduction
• Defining Balanced Scorecarding
• IBM Cognos Metric Designer Demonstration
– Examine a Metric Designer Project and understand the purpose
of Object and Metric Extracts
– Execute Object Extracts
– Execute and Publish Metric Extracts
– Schedule a Job to automate Extracts and other Metric
Maintenance Tasks
• Overview of Cognos Training Options
• Q&A and Wrap-up
Today’s Format
• Demonstration will begin shortly
• Please submit questions via the GoToWebinar Question
pane in the GoToWebinar control panel
• We will address questions LIVE at the conclusion of the
presentation, so if you do not get an immediate response,
please HOLD ON!
• We will try to answer EVERY question via email if we do not
get a chance to respond while you are attending the Webinar
Welcome and Introduction
• Who we are:– Jim Frazier, V.P. Sales
– Albert Valdez, Director of Education Services• 11 years as a Technical Trainer, focused on Business Intelligence and
Performance Management
• 5 years as a Senior Education Specialist at Cognos, Inc.
• Lifetime CTT+ Certification from CompTIA
• IBM Cognos Certified
• Last 5+ Years as a Senior Consultant, Solutions Architect, Education Director
Who is Senturus ?
• Consulting firm specializing in Corporate Performance Management
– Business Intelligence and Enterprise Planning
– Platform-independent
– Currently IBM Premier Solutions Partner
– Cognos Platinum Partner 2002-2008
• Solution & Service Offerings
– Pre-built Solutions
– Complete project implementations
– Assessment and Roadmap consultations
– Training:
• Classroom, Onsite, Remote, Mentoring, Workshops & Webinars
• Led by professional trainers and seasoned consultants
The Balanced Scorecard
“The Balanced Scorecard translates mission and
strategy into objectives and measures, organized
into four different perspectives: financial, customer,
internal business process, and learning & growth.”
From The Balanced Scorecard
by Robert Kaplan & David Norton
* Note the difference between Leading and Lagging indicators
Linking Performance Measures
Financial Perspective
Internal Business Process Perspective
Customer Perspective
Learning & Growth Perspective
•Goals
•Measures
•Goals
•Measures
•Goals
•Measures
•Goals
•Measures
Vision & Strategy
Managing Strategy
Translating the Vision
(e.g. Clarifying the goals)
Communicating & Linking
(e.g. Linking rewards to goals)
Business Planning
(e.g. Setting targets)
Feedback & Learning
(e.g. Monitor & Review)
Balanced Scorecard
Why use scorecards
• “What gets measured gets managed”
• Align Execution with Strategy
• Get everyone pointed in the same direction
• Provide incentive for a balanced approach
• Monitor leading indicators to “look out the front
windshield, not the rear view mirror”
Scorecard Challenges
Implementing Metric Studio
Nailing down Strategy
Managing Targets
Finding & Staging data
Easier Harder
Selecting & Agreeing on KPI’s*
*Key Performance Indicators
Reference BI Architecture
Source Data ExcelSpreadsheets
ExternalSources
ERPSystems
In-House Systems
Presentation LayerEventStudio
QueryStudio
AnalysisStudio
Cognos Connection
Report Studio
ETL Layer (optional) Cognos Data Manager (or 3rd party tools)
Data Warehouse
or Data MartMySQLOracle
MicrosoftSQL Server IBM DB2
Metadata Layer Cognos Framework Manager
OLAP Cubes (optional) Hyperion
Essbase
Cognos
PowerPlay
MS
SSASCognos
TM1
MetricStudio
IBM Cognos Scorecarding
Demonstration
Purpose:
1. Understand what Object Extracts are, and why we define them in Metric Designer
2. Execute Object Extracts to populate a new Metrics Application
3. Transfer data from staging tables to metric store tables
IBM Cognos Scorecarding
Demonstration
Purpose:
1. Understand what Metrics Extracts are, and why we define them in Metric Designer
2. Execute Metrics Extracts to populate a new Metrics Application
3. Transfer data from staging tables to metric store tables
IBM Cognos Scorecarding
Demonstration
Purpose:
1. Publish Metrics Extract definitions to the Content Store
2. Create a Job to schedule Extracts and Data Transfers
Cognos Training Options
• IBM Public Classroom Training
• Training from a Certified Partner, On-site or Public
• Custom On-site Training
• Small group Mentoring/Knowledge Transfer
• Remote/On-line Training
• Computer Based Training
• Upcoming Senturus Public Training Events…
About Senturus Training
• What does Senturus Training offer?
• Why not just go to the IBM Cognos public classes?
– On-site is more cost-effective when there are more than 4
people to train
– Courses are delivered at your location, on your schedule
– Attendance is limited to your group, minimizing distractions,
and allowing our instructors to focus on your group’s
pertinent concerns
– Course content and format can be structured specifically to
your audience
• As an IBM Partner, we can offer discounts on IBM
Public training starting at 10%
• We are your Training Partner!
What does Senturus Training offer:• Standard On-site Classroom delivery
– Based on Great Outdoors sample data
– Can be delivered anywhere, anytime
– Compressed format (fewer days)
– $3,495 per day list price (up to 12 students)
• Customized On-site Classroom delivery– Based on client’s data
– Requires longer lead times so we can prepare materials
– Higher impact, more relevant, closes learning gap much faster
– $3,495 per day of delivery and per day of course prep.
• Small Group Mentoring– We work on your data, in your environment
– Our experts facilitate the learning process while resolving actual issues and working toward a concrete deliverable
– Small group size allows for personalized knowledge transfer at the appropriate pace
– Rates start at $225 per hour
Want more???
• Senturus is offering unique opportunities to attend complete, live, hands-on training sessions remotely
• Formal classroom setting with virtual workstations for each student
• Remote attendance available – attend from anywhere, all you need is an Internet-connected PC (dual displays and PC headset recommended)
• Valuable hard-copy course handouts with step by step instructions
• $595 per day, per student
Cognos Training Options
• Upcoming Senturus Public Training Events, Hosted
by Yours Truly. $595 per student, per day. *New
classes in BOLD:• Next Thursday and Friday, June 23-24: Metadata Modeling
Best Practices
• July 8: Design a Metrics Application with Metric Designer
• July 14-15: OLAP Modeling with Transformer
• August 18: Report Studio Advanced Author Training
• August 23: Cognos 10 Authoring Active Reports
• August 25: Introduction to Cognos 10 Business Insight
• August 26: Cognos 10 Business Insight Advanced
– Registration information will be sent along with the
Webinar Follow-up, or visit
http://www.senturus.com/events.php