klaus bild - cognos, give your community owners the reports they really need!
DESCRIPTION
IBM Cognos Business Intelligence was added as IBM Connections metrics engine in Version 4 and provides Global and Community reports. There are more than 30 out-of-the-box reports but sometimes your management or your community owners might have special needs and want customized reports. This session will show you step-by-step what can be customized in your metrics engine, how you can create custom reports for your community owners and how to add these reports to the community metrics.TRANSCRIPT
Give your Community Owners the Reports they really need!
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Legal disclaimer
§ This is a TECHNICAL session § You will see some lines of code
-> if you feel offended you can still leave the room § I‘m not a developer
-> my coding is awful § Views and opinions expressed are mine alone and do not represent the official views
of my employer (my boss has no clue what I’m talking about) § I’m a kind of Administrator but if you do Connections you will turn out to be a
-> see next slide
Get off the Visitors WiFi, I need it for my live demo!
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About me
kbild.ch
xing.com/profile/Klaus_Bild
twitter.com/kbild
linkedin.com/in/kbild
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Agenda
§ Metrics overall system architecture 1. Prepare your environment 2. Define the custom report & check dimensions/events 3. Create Report 4. Insert Chart 5. Define data items 6. Add data items to axes 7. Format the chart 8. Filter data / work with parameters 9. Add Report to Community Report list § Parameters / Expressions / Some examples
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Metrics overall system architecture
Connections
Activities
Communities
Files
Forums
Wikis
Blogs
Profiles
Dogear
Cognos BI Server
Content Manager Report Studio Framework Manager Transformer
Cognos Metrics Models & Reports
Metrics Component Events Capture Raw Metrics DB
Power Cube User
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Before we start a performance trick
§ Yes, Cognos HW requirements are enormous but there are some tricks to speed up report creation:
http://www-10.lotus.com/ldd/lcwiki.nsf/dx/Reduce_the_community_metrics_request_waiting_time_in_IBM_Connections_4.0_Metrics i.e. „last quarter“ and all people groups were removed...
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Before you start read this (aka RTFM)
§ Connections 4.0 Metrics Reports Introduction - http://goo.gl/CHSsn Lists all 110 reports (50 community reports)
§ Using the Metrics application in IBM Connections 4.0 - http://goo.gl/r1oF7 Did you know that there are right click actions?
§ PowerCube dimensions - http://goo.gl/OR04d
§ Community report customization for Connections 4.0 Metrics - http://goo.gl/ObcYF
§ Create new Cognos metrics report - http://goo.gl/ROFgt
§ Customizing reports based on the events captured in Metrics4.0 - http://goo.gl/dvXF0
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1. Prepare your environment
§ Open http://cognosserver.example.com:port/cognos/servlet/dispatch/ext § Create a folder for your custom reports
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1. Prepare your environment
§ Look at the the actual reports and don‘t use same names for your custom reports 'jobtemplate’ & 'jobtemplate1’ in Public Folders > IBMConnectionsMetrics > Metrics > static & click on „Set properties“
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1. Prepare your environment
§ Start the Report Studio via Launch menu § Choose the Metrics folder as package source
- If you don‘t see the link for Report Studio or the welcome screen use an alternative browser
- I would recommend to use Firefox Version 3.5/3.6!
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2. Define the custom report & check dimensions/events
§ Define the report on paper
§ Data for Community Wiki/Blog/Forum § Number of visits per App § Date range (hours, day, week) § Line chart
# vi
sits
Blogs, Forum, Wiki
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2. Define the custom report & check dimensions/events
§ Cross check Powercube dimensions http://goo.gl/OR04d § Regular dimensions
- DATE: This is a time dimension, which indicates the time that an event was generated. This dimension break down time into year, month, week, and day levels. - SOURCE: This dimension indicates the application that generated the event. - SCOPE: This dimension indicates the scope of the content that is referred to by the event. - ITEM: This dimension indicates the type of the content that referred by the event. - EVENT: This dimension indicates the action of the event. - COMMUNITY: This dimension indicates the community that the event happens. - UNIQUE EVENT: This dimension indicates the action of the event in the calculation of unique people and content. - ATTRIBUTE1: The categories of this dimension comes from the specified attribute of profile, and this can be customized by system administrator. - ATTRIBUTE2: The categories of this dimension also comes from the specified attribute of profile, and this can be customized by system administrator. - ATTRIBUTE3: The categories of this dimension also comes from the specified attribute of profile, and this can be customized by system administrator.
§ Measure dimensions - EVENT_COUNT: This measure dimension is used for the calculation of event counting. - DAILY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in day level. - WEEKLY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in week level. - MONTHLY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in month level. - DAILY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in day level. - MONTHLY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in month level. - WEEKLY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in week level.
- INITIAL_COUNT: This measure dimension is used for the calculation of initial count. - ZERO: This measure dimension represents 0 in the calculation.
No report for hour of day possible
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2. Define the custom report & check dimensions/events
§ Download „Events&Reports in Metrics.ods“, check if data is captured in events: http://goo.gl/So73x
Events List&Basic Reports
What? Details Which entries?
Which action? Action type for calculations?
Used in which report? Source app?
Calculated Reports
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§ MEASURE : EVENT_COUNT § ITEM : DEFAULT § EVENT: VISIT
§ SOURCE : BLOGS, FORUMS, WIKIS
§ DATE : DAY/WEEK/MONTH/YEAR level from 'DATE' dimension
2. Define the custom report & check dimensions/events
y-axis
Series
x-axis
Number of visits
App
Date range
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3. Create Report
§ Start with an empty report
or
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4. Insert Chart
§ There are 81 different chart types! (Column, Bar, Progressive, Pareto, Line, Pie/Donut, Area, Combination,Scatter/Bubble/Point, Radar/Polar, Gauge, Metrics Range, Microchart)
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§ App (BLOG, FORUMS, WIKIS)
5. Define data items
set ([BLOGS],[FORUMS],[WIKIS])
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§ App (BLOG, FORUMS, WIKIS)
5. Define data items
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§ Number of visits (DEFAULT, VISIT, EVENT_COUNT)
5. Define data items
.../ITEM/ITEM/Members/DEFAULT
.../EVENT/EVENT/Members/VISIT
.../Measures/EVENT_COUNT
tuple([DEFAULT],[VISIT], [EVENT_COUNT])
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6. Add data items to axes
First we use all months as data range
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7. Format the chart
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8. Filter data / work with parameters
-> right now we have number of visits to all blogs/forums/wikis for all months We want to restrict the data to the actual community and use the date range of the view selector
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8. Filter data / work with parameters
filter([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME] , [METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME].[COMMUNITY NAME - Category Code]=?dcommunityid?)
?dcommunityid? -> this parameter will take the actual community id and will pass it to the report
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8. Filter data / work with parameters
uplevel, upnum, endDate -> this expression will give us the date range of the view selector
lastPeriods(?upnum?, ancestor(#'[METRICS_TRX_CUBE].[DATE].[DATE].[DAY]->:[PC].[@MEMBER].['+ prompt('endDate', 'integer') +']'#, #prompt('uplevel', 'integer')#))
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§ Date range
8. Filter data / work with parameters
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8. Filter data / work with parameters
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9. Add Report to Community Report list
§ On the Cognos dashboard find the 'jobtemplate1' under folder Public Folders > IBMConnectionsMetrics > Metrics > static and click on „Set properties“
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9. Add Report to Community Report list
§ On the Connections server check out and edit the reports-config.xml file
§ Check in reports-config.xml § Add your custom labels to com.ibm.connections.metrics.ui.strings.ui.properties file
(inside the customization/strings folder)
Name of custom report (case sensitive!)
Unique name Label string
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9. Add Report to Community Report list
§ Go to you Connections environment and open up the Metrics page of a Community, you should now see the new Category and your custom report
§ Click on „Update metrics“ to see results of your custom report
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Parameters
§ dcommunityid = Category Code of actual Community § communityid = CommunityID of actual Community § endDate = Yesterday § coverinvaliddate, installedapps, lclocale, metricsstartdate, range, rangetype,
showuserinfo, sourceid, spanweeks, uplevel, upnum § Standard views:
- Last 7 days -> upnum 7, uplevel 0, range 7, rangetype D - Last 4 weeks -> upnum 5, uplevel 1, range 4, rangetype W - Last 12 months -> upnum 12, uplevel 2, range 12, rangetype M - All years -> upnum 100, uplevel 3, range 0, rangetype A
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Parameters
§ i.e. installedapps -> create a report for all used apps inside a community - _-1_ -> Related Communities - _1_ -> Activities - _2_ -> Blog - _3_ -> Bookmarks - _5_ -> Files - _6_ -> Forum - _12_ -> Wiki - _15_ -> Ideation Blog - _19_ -> Media Gallery
§ i.e. lclocale -> use for language specific settings
if( ?installedapps? contains '_1_' )
then ([ACTIVITIES]) else (NULL)
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Expressions / Some examples
§ Show communities that were created in a certain week: filter([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], tuple([COMMUNITIES], [COMMUNITY], [CREATE], [EVENT_COUNT], [5/8])>0 )
§ Return "Last Week" as the week variable prevMember(parent( #'[METRICS_TRX_CUBE].[DATE].[DATE].[DAY]->:[PC].[@MEMBER].['+ timestampMask($current_timestamp,'yyyymmdd') +']'# ))
§ Date Range - Show the last 6 months lastPeriods(6, closingPeriod([METRICS_TRX_CUBE].[DATE].[DATE].[MONTH]))
§ Total in-/active communities (not created or updated within variable „Date Range“) total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], total ((tuple([CREATE])+tuple([UPDATE])) within set [Date Range]) = 0)) total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], total ((tuple([CREATE])+tuple([UPDATE])) within set [Date Range]) > 0)) same and no vists within „Date Range“ total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], total ((tuple([CREATE])+tuple([UPDATE]) +tuple([VISIT])) within set [Date Range]) = 0)) total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], total ((tuple([CREATE])+tuple([UPDATE]) +tuple([VISIT])) within set [Date Range]) > 0))
§ How many people have updated the photo in their profile tuple([PROFILES] , [PROFILE.PHOTO] , [USER_UPDATE] , [WEEKLY_UNIQUE_USER] , [4/7] )
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Additional remarks
§ Not all reports use the metrics reports package - That’s not a standard power cube dimension?! - MetricsCubeDS/MetricsDBQuery - Uses METRICS_CUBE_DS not
METRICS_TRX_CUBE & is not documented L
§ Look at the default reports to learn how to create advanced reports § Creation of a custom report is not simple
and I don’t think that a business user can do it (…should be possible) § Cognos offers endless possibilities
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© 20
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Contact me
kbild.ch
xing.com/profile/Klaus_Bild
twitter.com/kbild
linkedin.com/in/kbild