IBM Software

Workshop 1

Working with Workspace

What is Cognos Workspace? IBM Cognos Workspace is a web-based tool which allows you to use Cognos content and external data sources to interact analy!e and build sophisticated interacti"e dashboards that facilitate collaborati"e decision #aking$

Workshop Objectives In this workshop you will%

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'a#iliari!e yourself with the Workspace interface$ Consu#e and interact with content within Workspace$ (dd additional content within the workspace$

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Getting started
*o into +ublic 'olders , 'CI , -e#os by Capability , Workspace and click Sales Performance ashboard

Workshop 1 - Working with Workspace

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0otice the filters on the right hand side for different dates and products$ Modify so#e of the filters to see how the displayed results change$ 'or exa#ple #o"e the 1uarter slider filter to show the periods% Q1 2009 Q4 2010.

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"nteracting #ith content

2ight-click the 3NEW SALES TREND BY BUSINESS UNIT4 widget and con"ert the chart to another display such as a crosstab$ 0otice the toolbar options$

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'or crosstabs and lists users can sort filter and create calculations$ 'or charts users can #odify the palettes and colors$

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(dd a new co##ent to a widget$ 9his is done by right-clicking a cell row or colu#n or a chart and selecting 3add comment$4 In this exa#ple right-click a cell in the crosstab and select 3add co##ent$4 :nce the co##ent has been added ho"er o"er the red thu#btack sy#bol on the cell or chart to "iew the co##ent$

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'ro# the widget<s drop-down #enu select 3Print as P $$4

Workshop 1 - Working with Workspace

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0otice that the second page has a full listing of all of the co##ents for that particular widget$

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&nal'(ing information #ith Workspace &dvanced

Within the widget click the 3 o )ore4 icon$

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9his will open Workspace (d"anced which is the business user<s ad-hoc ?uery and analysis interface$ 0otice how the widget opens in context$

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Click Cancel$ Workspace (d"anced will be co"ered in the subse?uent section$

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&+gmenting #orkspace #ith additional content

&dd additional content to the #orkspace

))1$ 'ro# the toolbar #enu select "nsert , "nsert Content$

Workshop 1 - Working with Workspace

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9his will open a content pane on the right-hand side of the page that allows users to add additional content and widgets to their workspace$ 9his pane can also be "iewedAhidden by clicking the blue arrow on the #iddle far right-hand side of the page$

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'ro# the top right hand search bar type in 3lead generation4 in the search box and click -nter$

+age 17

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Select the second result BLead Generation (No Prompts) Mont !" Trendin# $" So%r&eC and drag it onto the workspace$ 0otice how the results are filtered to only show the rele"ant ?uarters$

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Within the Contents pane users can browse to rele"ant reports in addition to searching$ Dnder the drop-down #enu select &ll Contents to return to the Content pane$

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9his will pro"ide a list of all of the a"ailable obEects that can be added to the workspace$ Browse to the P+blic $olders , $C" , emos b' Capabilit' , Workspace , .eport Objects , emand $orecast / 0)1$ 6xpand the 2eport and select 3 emand $orecast Chart4$ -rag this obEect into Workspace$

Workshop 1 - Working with Workspace

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&dd a filter to the #orkspace

))1$ Click the 0ools #enu and select 1al+e $ilter$

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-rag a 3'a!%e (i!ter4 and select to $ilter on .egions$

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0otice how all the widgets are filtered on the page for this new filter$

+age 1/

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&dd 0)1 C+be to the #orkspace

))1$ (dd so#e planning content fro# 9M1 by selecting P) -2perience , &pplications , Pricing Strateg'$ -rag this obEect to the screen$

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Dnder the 3Pri&e ) Di**erentia!4 field change the prices to 13 3 and 45 proportionately$

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Click the emand $orecast chart select the arrow #enu option and click .efresh$ 0otice how the data changes based on the planning #odifications that were Eust done$

Workshop 1 - Working with Workspace

+age 18

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1.5

S+mmar'
In this workshop you did the following%

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'a#iliari!e yourself with the Workspace interface$ Consu#e and interact with content within Workspace$ (dd additional content within the workspace$

+age 1;

6xperience Business Intelligence with IBM Cognos 17