IBM Cognos Open Mic Cognos Analytics 11 Part nd June, IBM Corporation

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1 IBM Cognos Open Mic Cognos Analytics 11 Part 2 22 nd June, 2016

2 IBM Cognos Open MIC Team Deepak Giri Presenter Subhash Kothari Technical Panel Member Chakravarthi Mannava Technical Panel Member 2

3 Agenda Ø Reporting Ø Dashboards Ø Modeling 3

4 Ibm.biz/cognosanalytics.com 4 4

5 Reporting Ø Intuitive User Interface Ø Authoring environment Ø Data Pane Ø Toolbox Pane Ø Navigate Pane Ø Subscription Ø Notify me Ø Interactive Mode Ø Properties Ø Page views 5

6 Intuitive User Interface Ø Cognos Analytics provides a new unified user experience. Ø Similar flow between Modeling, Authoring and Consumption. Ø New Authoring environment replaces Cognos Workspace Advanced and Report Studio. It also replaces Cognos viewer as well. Ø New popup tools provide a more interactive experience. Ø Integrated Search to locate content. Search Recent Ø Recent menu provides quick access to recent content. 6

7 Authoring environment Ø New à Report Ø Combination of profiles of Report Studio & Workspace Advanced. Ø Underlying report specification same as Ø New interactive mode. Ø Clicking on NewàReport goes to screen where Template and Theme needs to be selected. Ø Selecting template and theme, opens up a new authoring environment. Ø Not mandatory to select package before opening report. Ø Preview mode access on Page views icon. Page views New 7

8 Data Pane Ø Reports support Data Modules and Framework Manager packages. Ø Shows metadata layer and individual queries that are being used in a specific report. Ø Simplified and improved navigation. 8

9 Toolbox Pane Toolbox Ø Tools are context aware Available items are relevant to the object selected on the report. Ø Use Search to quickly find insertable objects. 9

10 Toolbox Pane contd. Ø New icon available, that on clicking pops up a circular menu to add favorite toolbox items to the report template. Ø Can alter the circular menu by pinning a new item or modifying the sequence of item in the PINNED list. Ø Only top 6 from pinned items visible in circular menu and in clockwise direction. 10

11 Navigate Pane Ø Use the navigate pane to change between different types of explorer: Ø Page Explorer Ø Query Explorer Ø Conditions Explorer Ø Active Report Controls Ø Active Report Variables Navigate Ø Report is the topmost object in the explorer pane that shows the overview of the report. 11

12 Navigate Pane - Contd. Ø Query explorer shows referenced report objects means selecting the query item will shift control to the respective object in the report page along with context sensitive toolbar. Ø If Property pane is already open, then it shows the property of the report object as well. 12

13 Subscription Ø Subscription enables users to receive report WHEN they want to and HOW (in which format) they want to. Ø It creates a personalized Schedule, puts a report view in a hidden folder(called Subscriptions) and schedules that view. Ø Differs from scheduling as subscription is on a Report View instead of on a report. Ø Subscription option available on report output page. Ø Can only be created after you save your reports. 13

14 Notify me Ø Notify me button available when viewing saved output version of the report. Ø It alerts user through Notifications, when a report is updated. Ø Notifications are automatically added when a subscription is created. Ø Can Add/Remove a notification from saved report. Notifications 14

15 Interactive mode Ø Set to No provides Cognos 10 behavior. Ø Includes Javascript, Drill up/down, Drill through and prompt API support. Ø Set to Yes provides full interactivity Ø New behavior includes new toolbars. Ø Strips non supported attributes from report specification. Ø Drill up/down supported but not drill through. Ø Javascript is removed when report is run. Ø Prompt APIs not supported. Ø Ø More resources required to support the full interactive UI. No automation available to set all reports to Fully Interactive. 15

16 Properties Ø New Report object at the top of Ancestors list. Selecting it changes the view to show up the Report Overview. Ø Can set various properties at Report object level like Ø Run options Ø Validate options Ø Burst options Ø Interactive Mode Ø More options at Report object level: Ø Use to collect Report specification Ø Generate SQL/MDX 16

17 Page views Page Design View Default view in Reporting Page Preview View shows live data Page Structure View Overview of all report objects. Page views 17

18 Dashboard Ø Intent Driven Ø Designing Dashboards Ø Properties Ø Interactivity 18

19 Intent Driven Ø Intent driven is a way to create dashboards that enables you to type in some topics (in the intent field) that you want to build the analysis on. Ø Dashboard created easily in minutes. Ø Finds data source using search. Ø Defaults initial visualization to represent data. Intent Field 19

20 Designing Dashboards Ø Select a template: Ø Provides drop zones. Ø Template cannot be changed once template selected. Ø Select Sources / Use Intent Driven: Ø Find is for searching data items within the data source selected. Ø Only support uploaded files and data modules. Ø Does not support FM packages. Ø Can be assembled from multiple data modules. Sources Intent Driven 20

21 Designing Dashboards - contd. Ø Add visualizations: Order Ø Selected Data items drive the creation of default visualization. Ø Can modify the default visualization. Ø Can create a specific visualization and drag data items onto it. Ø Ability to control layering when multiple visualizations used. 21

22 Designing Dashboards - contd. Ø Filter, sort, aggregation Ø Automatic filters applied by default on visualizations, if correlated data sets. Ø Modification on Visualization is quite easy. Ø Sorting, filtering and aggregation options shown according to the type of data items selected-like sort option available for categories and aggregate option available for measures. Ø Global filter for visualizations from different data sources not possible. 22

23 Designing Dashboards - contd. Ø Other Objects Ø Media Ø Videos Ø Webpage (https) Ø Image Ø Shapes Ø Text Ø Change of Mode Ø View Mode Ø Can change filters. Ø Can change sort. Ø Can change the visualization type. Ø Video can be played only in this mode. Ø Edit Mode Can modify all objects. Media Shapes Text 23

24 Properties Ø Dashboard Properties Enables user to change the entire view of the dashboard. Ø Themes Ø Default Ø Light Ø Dark Ø General Style Ø Background color gets changed 24

25 Properties- Contd. Ø Data Asset Properties Enables user to change property of the visualization object. Ø General style Ø Can change background color of Visualization. Ø Can change border color of visualization. Ø Can change opacity as well. Ø Visualization details Ø Can change the parameters other than background and borders like hiding legends, hiding axis title labels. 25

26 Interactivity Filters Ø Filters Ø Filters created and applied between correlated data items automatically. Ø Can view the filters that are automatically applied on visualization. Ø Local filters are used for those data items which are not present on visualization object. Data Player Ø Data Player - Used to animate the dashboard by cycling through the data values. Ø Data Tray Ø Can be used to preview data even before it has been dragged to the dashboard. Ø Filters, sorts can also be applied on it. Data Tray 26

27 Modeling Ø Data Modules Ø Intent driven modeling Ø Snapshot 27

28 Data Modules Ø Data Modules are source objects containing data from data servers, uploaded files or existing data modules as well. Ø New -> Data module Ø 3 types of input sources: Ø Uploaded files Ø Data servers Ø Data Modules. Ø Web based modeling. Ø Framework Manager Packages still available as before for complex modeling. Ø Should not be confused with Packages as it is similar in use but differs in terms of technology and creation. Ø Does not require any IT assistance. Ø All queries are Dynamic Query Mode. Ø Existing data sources can be used only if Allow web-based modeling option is selected. Ø Supports both Report and Dashboard creation. 28

29 Data Modules Contd. Ø Data modules can be set to Live mode or Snapshot mode. Ø Live mode - Queries go directly to underlying data sources(latest data). Ø Snapshot mode - High speed columnar store within Cognos system. Ø Purpose is NOT to create a large data model. Live Ø Small, focused modules. Ø Combined as needed. Ø Data modules are not published-no overhead of publishing. Just simply save and start working. Ø Common refinements can be easily added. Ø Renaming, calculations, grouping, default summarization, etc. Snapshot 29

30 Intent Driven Modeling Ø Intent-driven modeling proposes tables to include in the module, based on matches between the keyword you supply and metadata in underlying data sources. 30

31 Intent driven modeling - contd. Ø At any point during modeling, you can use Try it icon which redirects you to an authoring environment(in a new tab), where you can just drag in the data items you want and immediately run the report to test it. Ø Option to easily and quickly see the cardinality in data module. 31

32 Snapshot Ø Can be referred to as a feature which allows users to create slices of historic data in the file system on Cognos Analytics server. Ø Advantages of snapshot: Ø Improves query performance if database is slow. Ø Reduces database load, especially during peak periods. Ø Retains a point in time view of your data. Ø Don t copy the entire database into snapshot, instead use filters in data module to limit the amount of data stored in snapshot. Ø When snapshot mode is enabled, icon for saved data module changes from to 32

33 Reference Links: Cognos Analytics 11 Introduction Video: Cognos Analytics 11 Product Documentation: 33

34 34

35 35

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