WhatisCognos?

• WebBasedReportingTool-Zerofootprint(hasafewclientbasedcomponentslikeOfficeplug-in)

• Allowsusertocreate,modify,anddistributereportstousercommunity.• Allowsusertoscheduleandburstreports• SomefewCognos products:

• QueryStudio– allowyoutocreatesimplelistreports,forcasualornoviceusers

• ReportStudio– allowsyoutocreatemorecomplexreports(prompts,advancedformatting,advancedcharting,etc)

• AnalysisStudio- multidimensionalanalysis.• InterfaceswiththeODS(OperationalDataStore)/EDW(Entreprise DW)system

AccesstoCognos Portal:

• InstallavirtualisationTool :VirtualBox,…• I’ll give youmy VM

q Introduction• Africa Skills Initiative Program• Business Analytics & Business Intelligence

qB5A58IBM Cognos Report Studio Author Professional Reports Fundamentals (V10.2.2)

qB5A59IBM Cognos Report Studio Author Professional Reports Advanced(V10.2.2)

qCognos Active Reports

Agenda

4

TheIBMPointofView:Africa

MEAUniversitywww.ibm.biz/meauniversityProgramBenefits

Students

Teachers

Universities

AcademicRoadmaps

MEAUniversitywww.ibm.biz/meauniversi

ty

1. The Reporting Application(7 questions, 12 %)• IBM Cognos BI Architecture and

Tools (Volume 2, Appendix A)• Report Studio Basics (unit 1)• Different Report Types

(list, crosstab, chart, map)(units 1, 2, 4, and 5)

2. Creating and Formatting Reports (5%)• Grouping (unit 2)• Headers and Footers (unit 2)• Other Formatting Options

(units 4 and 5)

3. Focusing Reports (10%)• Filtering Data (unit 3)• Using Prompts (unit 6)

4. Adding Value to Reports (10%)• Using Calculations (unit 7)• Using Additional Report Building

Techniques (unit 8)5. Enhancing Reports (7%)

• Using Conditional Formatting (unit 9)• Using Enhanced Report Layout

(unit 12)6. Drill-Through Reports (7%)

• Set up (units 10 and 11)• Definitions (units 10 and 11)

BISpecialistAcademicExam– CourseB5A58

60questions- 90minutes- passingscore:60%

7. Creating Relationships between Queries (15%)• Set Operations (unit 2)• Joins (unit 2)• Query References (unit 1)

8. Designing Effective Prompts (12%)• Criteria Specification (unit 4)• Filtering and Sorting Data (unit 4)• Formatting (unit 4)

9. Navigating Reports (7%)• Using Bookmarks (unit 3)• Using Table of Contents (unit 3)• Using Drill-Through Definitions (unit

3)

10.Interaction with HTML (5%)• Interactive Reports (unit 8)• Sending Emails (unit 8)

11.Report Specification (5%)• Structure (unit 6)• Modification (unit 6)• Customization (unit 6)

12.Report Distribution (5%)• Burst Reports (unit 7)• Email Bursts (unit 7)• IBM Cognos Connection (unit 7)

BISpecialistAcademicExam– CourseB5A59

60questions- 90minutes- passingscore:60%

IntroductiontoBusinessAnalytics,andBusinessIntelligence

• Analytics is using analysis capabilities to:

• Discover what is happening

• Determine why is it happening

• Predict what is likely to happen

• Prescribe the best action to take

WhatisAnalytics?

11

Whyanalyticsmatter?

12

DifferentneedsforBusinessAnalytics

13

• Difference executives use business analytics to achieve different goals

• Different points of views!• Business Analytics

• Enterprise information• Enterprise performance management• Data warehousing• Analytic applications• Business Intelligence• Business risks• …

• Business Intelligence• Querying• Reporting• OLAP

BusinessAnalyticsorBusinessIntelligence?

YourBusiness

InformationTechnology

YourManagement

Business Intelligence

IBMCognosReportStudioAuthorProfessionalReportsFundamentals(V10.2.2)B5A58

A) Overview of IBM Cognos BI1. Introduction to the Reporting Application2. Create List Reports3. Focus Reports Using Filters4. Create Crosstab Reports5. Present Data Graphically6. Focus Reports Using Prompts7. Extend Reports Using Calculations8. Use Additional Report Building Techniques9. Customize Reports with Conditional Formatting10. Drill-Through From One Report to Another11. Drill-Through Definitions12. Enhance Report Layout

TableofContents- B5A58

AOverviewofCognosBI

• SOA • Web interface • Web administration

IBMCognosArchitecture

UI

Tier1:Webserver

Tier2:Applications

Tier3:Data

Windows&Web-basedinterfaces

WebServer(Gateways)

ContentManager+CognosBI+Dispatcher

ContentStore DB2 Oracle SQLServer ODBC JDBC …

Example IBMCognosDeployment

• Cognos Insight• data discoveryand planning

• Cognos Express• add a server to share that insight, and• create reports from larger data sets

• Cognos BI Enterprise• combine insight with real-time & corporate information, and• place insights on scorecards, and• interact on mobile devices

• Comparisons (informal)• Product Comparison Matrix – IBM Cognos Express and IBM Cognos Business

Intelligence (BI)• The difference between Cognos Express and Cognos Enterprise

EditionsofIBMCognos

20

Download or try from AnalyticsZone.com

Model

•FrameworkManager

•Transformer•DynamicCubeDesigner

Package Author

•ReportStudio•Workspace•WorkspaceAdvanced

CommonCognosWorkflow

21

•Metadata model provides a business presentationview of data sources.

•BI users use the model to analyze and report on their data sources.

TheRoleofanIBMCognosMetadataModel

Reporting Layer

IBM Cognos Metadata Model

Relational Cubes OtherFiles

Reporting Layer

IBM Cognos Metadata Model

Reporting Layer

Relational

IBM Cognos Metadata Model

Reporting Layer

FilesRelational

IBM Cognos Metadata Model

Reporting Layer

CubesFilesRelational

IBM Cognos Metadata Model

Reporting Layer

OtherCubesFilesRelational

IBM Cognos Metadata Model

Reporting Layer

• Business Analytics Solution Implementation Method (BASIM)• Previously: Cognos Solution Implementation Method (CSIM)

• Download:https://www14.software.ibm.com/webapp/iwm/web/pick.do?source=swerpba-basimext

DeliveryProcessofBAProjects

OLAPDataStructures- Cube

Q4Time

Q1 Q2 Q32005

OrderMethods

Fax

Dimension

Jan Feb ...Q1 Q2 ...2005 2006 ...

Hierarchy/Levels

Products

Camping Equipment

Mountaineering Equipment

Outdoor Protection

Golf Equipment

Personal Accessories

TelephoneMail

E-MailWeb

Members

Cell

ProductTrailChef Water Bag TrailChef Canteen TrailChef Kitchen Kit

ProductAloe Relief Astro Pilot Auto Pilot

RelationalOLAP/DMR

Members

Values

EntitiesinDifferentDataStructures

Relational = OperationalCustomer

Type

Customer

Order Header

Sales Area

Sales Rep

Order Detail

Product Line

Product Type

Product

1..1 1..11..n

1..11..n

1..1

1..n

1..11..n

1..11..n

1..11..n

1..1

1..n

1..n

Dimensional = Reporting

Order Fact

Sales Rep

Customer Product

Date

0..n1..1

0..n1..1

0..n1..1

0..n1..1

• Requirement: Show all customer types that bought from a product line.

RelationalModels:Operational vs.Reporting

SampleOutdoorsdatabase,models,andpackages

27

Database Data Structure

GOSales (GOSALES) Containsprincipallysalesdata Transactionaldatabase

GODataWarehouse(GOSALESDW)

•HR•Salesandmarketing•Finance

Reportingdatabase(warehouse)

SampleDatabases

28

Package Type Sourcedatabase/cube

GoDataWarehouse(analysis) DMR GOSALESDW

GoSales(analysis) DMR GOSALES

GoDataWarehouse(query) Relational GOSALESDW

GoSales(query) Relational GOSALES

SalesandMarketing(cube) OLAP sales_and_marketing.mdc

GreatOutdoorSales(cube) OLAP great_outdoors_sales_en.mdc

SamplePackages

29

• Use IBM Cognos BI on the cloud§ ibm.biz/cognosBI

Username: AdministratorPassword: IBMDem0s

• Once finished, send the report specification as XML file(Tools > Copy Report to Clipboard)

• Paste in a text editor (e.g. Notepad)• Save as YourName_HomeworkNo.xml• E-mail the file to the instructor/assistant

DeliveringtheHomework

30

• Control Panel > Internet Options• Security > Internet > Custom Level

• Miscellaneous:§ Includelocaldirectorypathwhenuploadingfilestoaserver:Enable

• Scripting:§ Allowprogrammaticclipboardaccess:Enable§ EnableXSSfilter:Disable

• Privacy > Popup-up Blocker > uncheck Turn on Pop-up Blocker• IE11 (for Administration only): Tools > Compatibility View Settings > Add

• Disable Pop-up Blocker• Chrome:

• chrome://settings/content• Pop-ups > Allow all sites to show popups

• Firefox

BrowserConfiguration

31

ReportStudio

• Web-basedreportauthoringtool• WaysoflaunchingReportStudio

• ReportTemplates• Exploretheenvironment

• Toolbar• ContentPane• PropertiesPane

• SelectAncestor• ExplorerBar

• PageExplorer• QueryExplorer• ConditionalExplorer• PageDesign• PageStructure

• WorkArea

32

Relationalvs.Dimensional/DMR SourcesGODataWarehouse(query) GODataWarehouse(analysis)

33

Namespace

DimensionQuery Subject

Query Item

Facts / Measures

Level

Hierarchy

Members