© 2015 IBM Corporation

Session: 3065A Hillsborough County Public Schools Implement an Interactive Scorecard via Active Reports

Scott Fairbanks – CCG

Dan Rodriguez - CCG

Joseph Cochran – Hillsborough County Public Schools

October 26th, 2015

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Therefore, no assurance can be given that an individual user will achieve results similar to those stated

here.

Please Note:

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Introduction

Agenda

• Introduction

• Scorecarding in General

• Hillsborough County Public Schools Background

• CCG

• Demo

• Technical Implementation of Active Reports

• Questions

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Measuring Successful Outcomes

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“Those who Lead in the Insight Economy are applying insights to uncover trends,

discover patterns, recognize opportunities, create markets and change their

industry.” - IBM

Today’s session will focus on how an IBM Analytics implementation at one of the

largest school districts in the nation is uncovering trends, highlighting patterns,

and measuring successful outcomes of the next generation – Students

Maximizing Investment in IBM Cognos

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With a comprehensive suite of products IBM Analytics offering of IBM Cognos

BI, IBM Cognos TM1, and IBM Cognos SPSS give organizations tools to

become leaders in their industries

The balanced scorecard is a strategic planning and management system that is used extensively in business and industry, government, and nonprofit organizations worldwide

Align business activities to the vision and strategy of the organization,

Improve internal and external communications,

Monitor organization performance against strategic goals

The Balanced Scorecard

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Adapted from Robert S. Kaplan and David P. Norton, “Using the Balanced Scorecard as a Strategic Management System,” Harvard Business Review

(January-February 1996): 76

CCG& Hillsborough County Public Schools

An award-winning consulting firm that specializes in

helping clients drive better business outcomes through the use

of data and analytics.

BUSINESS INTELLIGENCE: It’s Who We Are and What We Do.

Business Value – Improve business processes via analytic solutions

Specialized Expertise – Improved time to value through industry expertise

Partner Approach – Trusted advisor and evangelist, servant leader

Our People are the Best – Experienced, passionate, professionals

Hillsborough County Public Schools

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Hillsborough County Public Schools is proud to be the 8th largest school

district in the nation with over 254 instructional sites and 30,000 employees

focused on delivering excellence in education.

Enrollment: 220,000+ students

Serving Tampa, FL and its surrounding communities within Hillsborough

County

Business Process Improvement & Innovation

• Defining the organization's strategic goals (Who are we, what do we do, and why do we do it?)

• Aligning the business processes to realize the organization's goals (How do we do it better?)

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• Dr. Joseph Cochran

General Manager – Business Process Improvement & Innovation

Ph.D. University of Southern California

HCPS Vision and Mission

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• Hillsborough County Public Schools aligns its goals and objectives to support its vision and mission through the Strategic Planning process

Strategic Planning

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• Individual KPIs are set at the Strategic Objective Level

Business Needs

• Needed a Solution with the following characteristics:

Interactive

Ability to slice and dice by strategic objective owner

Summarize performance by strategic objective area and by owner

Perform quickly

Ability to be viewed without connection to HCPS intranet or existing Cognos BI implementation

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HCPS Existing Architecture

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• Business Analytics Platform Highlights:

IBM Cognos BI

IBM Cognos TM1

IBM Infosphere: DataStage

IBM DB2

IBM Websphere

Overall Solution Design

• Designed in IBM Cognos BI Active Reports

• Built Additional Data Warehouse subject area for a scalable and sustainable way to capture objectives and owners over time

• Designed with TM1 Scorecarding aesthetics purposefully to grow into the need to move into TM1 application offering

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IBM Cognos Active Report In Action!

• Demo time!

• Afterwards, we will cover the following technical concepts:

Objects specific to Active Reports

Active Report Variables vs. Report Studio Parameters

How to make an Active Report act like a Drill Through Report

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Demo Screen Shot 1

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Demo Screen Shot 2

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Scro

ll

Demo Screen Shot 3

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IBM Cognos Active Reports Technical Implementation

What makes Active Reports Different

• Query only runs against database once and creates a stand-alone, self-contained file

• Interactive reports are available even when disconnected from the Cognos BI server

• Every potential output based on user behavior is stored which makes interactive behavior response time excellent for the end user

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Active Report Objects• Deck

Used to manually create different layouts, referred to as Cards, similar to Conditional Block in standard Report Studio

In this demo: Main / Detail

• Data Tab:

Used to create different Tabs based on records returned by a data item

In this demo: Years Tabs

• Data Drop Down List:

Used to provide method for user to select item based on a query that can filter or select data containers

In this demo: Division Leader, Metric Owner, Goal, Objective

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Active Report Objects

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• Objects have new icons

Interactive Behavior

Create New Connection

• Example: List

Active Report Objects

• Interactive Behavior

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Active Report Objects

• New Connections

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Active Report Variables vs. Report Studio Parameters

• Report Studio Parameter:

Can be used to filter data at query run time

• Example: when report is run, data is filtered for the chosen Year

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Active Report Variables vs. Report Studio Parameters

• Active Report Variable

Can be used to apply filters, select containers, or enable controls based on user behavior

• Example from demo: Year Data Tab

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Drill Through Definition vs. Active Report Deck Cards

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• Report Studio Drill Through

Used to send data needed in order to run a Target report

Data based on user behavior in Source report

Both reports need to execute queries against database in order to return data

Drill Through Definition vs. Active Report Deck Cards

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• Report Studio Drill Through Example:

Drill Through Definition vs. Active Report Deck Cards

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• Active Report Deck Cards

Used to switch between different layouts in current report

Card selection based on user behavior

Data is saved in stand-alone, self-contained file so no database query is run when Cards change

Drill Through Definition vs. Active Report Deck Cards

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• Active Report Deck Cards Example:

Drill Through Definition vs. Active Report Deck Cards

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• Active Report Deck Cards Example:

Improvements to IBM Cognos Active Reports

• Performance Improvements with 10.2.2

Streamlined processing logic to improve first open performance

New data store mechanism that provides superior space usage and fast query performance

Reduced overall MHT size by removing duplication and overhead involved with visualization definition storage

Optimized and reduced overhead for layout and data information stored within Active Report

• Output

IBM Cognos Active Report output format changed to allow browsers without MHT capabilities to display the MHT file within an IBM Cognos Viewer via the portal

http://www.ibm.com/developerworks/data/library/cognos/reporting/active_report/page593.html#ar_perf

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Security & Licensing for IBM Cognos Active Reports

• Security

IBM Cognos Platform security is no different for Active Reports compared to other parts of Cognos Connection

Users can only consume what they are authorized to view

Active Report files can be password protected

• Licensing:

Information Distribution or higher based on current licensing

Older Licensing models:

• Users must be a named user of Active Report Recipient or at least Enhanced Consumer

• PVU based Active Report Recipient licensing option makes distribution to organization as well as sharing externally possible

http://www.ibm.com/developerworks/data/library/cognos/reporting/active_report/page593.html#ar_output

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