Senturus IBM Cognos Analytics Overview New Features Jumpstart Half Day

IBM Cognos Analytics
Overview and New Features Jumpstart

Training Materials are proprietary and confidential.
Materials may not be reproduced or distributed in any
way without permission from Senturus, Inc.
© Copyright Senturus, Inc. 2017
© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 2

IBM Cognos Analytics Overview
In this course, we will:

• Become familiar with the Cognos Analytics interface
• Upload personal data
• Create data modules
• Create dashboards
• Create simple reports

Introduction
• Instructor introduction
• Student introduction
– Your role
– Experience with the tools
– Expectations and reasons for attending the course

Who We Are
Business Analytics Consultants

BRIDGING THE GAP BETWEEN DATA & DECISION MAKING
Analysis
Analysis
Ready
Business Ready
Data
Needs Data
DECISION
S&
ACTIONS

BUSINESS ANALYTICS ARCHITECTS
• Dashboards, reporting & visualizations

• Data preparation & modern data warehousing
• Self-service business analytics
• Big data & advanced analytics
• Planning & forecasting systems
• Proprietary Analytics Connector
software

1000+ CLIENTS, 2000+ PROJECTS, 16+ YEARS

Become Familiar with the IBM
Cognos Analytics Interface

Module Overview
In this module we will:

• Explore the IBM Cognos Analytics (Cognos v11) platform
– Navigate content
– Consume and personalize existing reports
• Review Items to Look Out for Before Migrating
– Browser, OS, mobile and data source support
– JavaScript
– Portal pages
– Workspaces

Overview of the IBM Cognos Analytics Platform
IBM Cognos Analytics is basically v11 of the Cognos
platform
• Built on the same basic architecture
• There are some SIGNIFICANT differences
Brand new capabilities of IBM Cognos Analytics

• Dashboards
• Data modules
• Data sets (11.0.4)
• Stories (11.0.5)
Major differences
• All new modern user interface – the entire portal experience
has been remodeled © Copyright Senturus, Inc. 2017 – Proprietary and Confidential 11
Overview of the IBM Cognos Analytics Platform
Authoring is now a singular environment/user experience

that replaces:
• Report Studio
• Cognos Workspace Advanced
• Query Studio*
• Analysis Studio*
• PowerPlay Studio*
Modeling and System Administration remain basically

unchanged from 10.2.2
• Framework Manager, Transformer, Cube Designer

Data Modules
• Data modules are a brand new capability in Cognos

Analytics
• Allow users to perform light data modeling
• Can be based on:
- Existing data modules built in Cognos Analytics
- Pre-configured database connections such as SQL
Server, DB2, Redshift, SAP HANA
- Desktop-based files such as Excel Workbooks, CSV
- Extracts, or snapshots from existing packages
- Live connections to existing (relational) packages

Data Modules and Dashboards
A couple of notes on data modules and dashboards:

• As of Release 5 (November, 2016):
– Dashboards can be based on data modules or packages
– Data modules can use packages
– Directly for relational packages
– Indirectly through data sets for OLAP packages
– No hierarchy support (flat extracts)
– *Direct access coming in Release 6, March, 2017)
• A report can be based on any single package or data module

Other Considerations
Browser, OS, mobile and data source support

• Always changing, new sources are supported, some older
sources are no longer support
• Which browser to use? What about server platforms?
• Keep up to date: http://www-
01.ibm.com/support/docview.wss?uid=swg27047186
• Ibm.com > Search: “Cognos software environments”

Navigate the New UI
Navigating the new portal is VERY different

Navigate the New UI
Browsing content
• My Folders = My Content
• Public Folders = Team Content
• Modern content browsing experience

Navigate the New UI
Switching between open objects

• Use the Welcome/Browse tool
• Welcome is your default “Home” page
• Set any other content as Home
• Bye-bye Welcome Screen
• Use Preferences to reset Home page to Welcome Screen

Navigate the New UI
Demo 1-1 – Log in and Search, Browse and Consume Content
Purpose: It is our first exposure to IBM Cognos Analytics. We want to familiarize
ourselves with the modern user interface and get comfortable with navigating the
portal and consuming reports in the interactive viewer.
1. Connect to the Cognos Analytics environment at:

http://54.241.242.73/ibmcognos/bi/ (note the / at the end, this is IMPORTANT!).
2. Log in as studentx, Admin1234. (you will be assigned a unique student #,
student1 through student20)
3. The main tools on the left of the page. A single left-click on each tool will display
the level one pane for that tool. A second single-click on the tool icon will hide the
pane. Some panes have multiple layers of navigation.
4. At the very top, click the Search tool and type top to demonstrate the auto-fill
feature.
5. Click on the Top 10 Retailers for 2011 result.
6. There are many results, sorted by relevance. Click the first entry to view this
report.
Navigate the New UI
7. You can select features in the list, such as column titles and individual values;
however, the interactive features (sort, filter, etc.) for this report have not been
enabled.
8. To return to the Welcome Screen, you can use the main navigation:
a) Navigate back to Welcome,
b) Or remove the current report
9. Click on the Navigation tool in the top center of the page.
10. Click the ellipsis next to Top 10 Retailer for 2011 to remove it.
11. In the upper left, click the Recent tool. This will show all the entries that
have been viewed by your user ID.
12. Hover over the Top 10 Retailers for 2011 entry and click the More action at the for
right.
Navigate the New UI
13. You can perform several
actions here, including
removing the entry for your
recently viewed list.
14. Click the Recent tool again to
hide this pane.
15. Click the Team content
folder.
16. Follow this path to open the

Sales summary report:
Samples -> Reports ->
Standard Reports.

Navigate the New UI
Demo 1-1 – Log in and Search, Browse, and Consume Content
17. In the value prompt at the far left, expand Products and select Camping
Equipment and click Finish at the bottom.
18. In the first list, click on Americas in the Region column. In the on-demand toolbar,
click Filter and select Include Americas. Note that this filter affects all the
displays.
19. In the main report toolbar at the very top of the page, click the Undo tool.
20. Scroll down to the REVENUE BY PRODUCT column chart.
21. We see that Tents are the top seller for Camping Equipment. Click Tents on the X-
axis and in the tools, select Explore -> Drill down.
22. Remove the Sales summary report from your session. Click OK, we don’t need to
save the changes.

Uploading Local Files

Module Overview

• Use local files for analysis and visualization
• Upload a Microsoft Excel worksheet

Overview
IBM Cognos Analytics is the latest business intelligence

platform offering in the IBM Cognos family
Dashboarding and data modules are solutions that

encourage and empower users to perform self-service
analytics
• Self-service means: not relying on IT or other gatekeepers to
analyze data from ANY source, using the same familiar,
powerful, integrated platform as all other BI activities

Overview
Data modules allow users to conduct light data modeling in a

non-threatening interface, empowering a simple, immediate,
and shareable data integration solution for any type of data
source, including local (personal) files

Overview
Simple join relationships can be defined and managed by

actual business (end) users
Join type, cardinality and join filters can be easily managed

using non-technical terminology and cues

Overview
• Dashboarding is a brand-new capability that replaces

Cognos Workspace
• Can be built from single page, tabbed and infographics
layouts
• Templates exist to facilitate drag-and-drop design

Overview
• Dashboards only require drag-and-drop of data elements

• Data is interpreted and displayed visually according to best
fit for data type and context
• Visualizations can be customized
• Each widget is automatically linked as a global filter for all
other widgets

Upload Local Files for Analysis
What types of files can be used for upload?

• Microsoft Excel (.xlsx and .xls) spreadsheets
– Only the first sheet in a Microsoft Excel workbook is
uploaded. If you want to upload the data from multiple
sheets in a workbook, save the sheets as separate
workbooks.
• .CSV, .TXT
– Text files that contain either comma-separated, tab-
separated, semi colon-separated or pipe-separated values
Uploaded files are stored on the Cognos server in a

columnar format
Use the upload tool at the bottom left of the screen

Upload a Microsoft Excel worksheet
Demo 2-1 - Upload an Excel Worksheet
Purpose: We have been given forecasted sales for each of our product lines in an
Excel file and we would like to quickly show our actual sales against these figures.
1. The instructor will share an Excel file called forecast.xlsx. Save this file to your
desktop.
2. At the bottom left click the Uupload files tool.
3. Browse to the forecast file on your desktop and click Open.
4. You should see two columns, product type code and forecast revenue.
5. We want to include both columns. Click OK at the top right of the screen.
6. The uploaded file will be saved in the My content folder by default.
7. You can click My content to check that has been successfully uploaded.

Module Review
In this module we:

• Examined dashboarding and data modules in IBM Cognos
Analytics
• Uploaded a Microsoft Excel worksheet

Blend Data with Data Modules

Module Overview

• Define a data server connection to provide access to raw
database tables
• Use data modules to blend the data from uploaded files and
packages

Data Modules
• Data modules are a new capability in Cognos Analytics

that enable users to perform light data modeling
• A basic understanding of data modeling concepts is
important
• Extends our analysis beyond traditional enterprise or
centrally-managed sources of information
• Enables users to combine personal data with other sources
• Can be published and shared so a consistent logical model
is available to all users

Data Modules
• When querying a data module, the most current values in

each source will be returned
• Uploaded files must be manually refreshed
• A data set can be defined to create a “snapshot” of select

data from a data module or package
• Data sets can be refreshed via a schedule

Create a Data Server (Instructor-only Demo)
Demo 2-1 - Connect a SQL Server Database
Purpose: Our SQL Server-based data warehouse contains important information that
we’d like to be able to use for visualization and dashboarding. An administrator or
delegated user can define a data server which we can then use to select objects from
the DW to use on our ashboards.
1. (Since this exercise will be completed by the Instructor only, the below instructions should not
be followed during the training class but are provided for your reference to assist with creating
data servers when you return to work. This exercise can be repeated in an environment in
which the standard sample databases have been defined on a SQL Server database.)
2. In the bottom left, click Manage -> Data server connections. Click Create a new
connection.
3. Select Microsoft SQL Server. In the Connection name, type GO Sales DW.
4. For the other settings, for Server, type cognos11, for Port number, type 1433, Database
name: gosales. (your actual DB server and user info will likely be different>

Create a Data Server (Instructor-Only Demo)
Demo 2-1 Connect to a SQL Server
5. Select the Password checkbox under the use the following credentials option.
Type cognos11 for the user name, type Admin1234 for both the password and
confirm password.
6. Click Test. Click OK.
7. Click the Manage -> Data server connections tools to verify that the GO Sales
DW connection is available.

Create Data Modules
Demo 2-2 Link a Spreadsheet and a Package
Purpose: Leveraging existing metadata from published packages is an easy way to
blend personal data with centrally-available, governed data.
1. In the lower left, click New -> Data module.

2. Under Sources, click
3. Select the forecast.xlsx file in the My content area.
4. Under Sources, click
5. Select GO sales (query) from the Team content > Samples > Models area.
6. Click Start in the first panel.

7. From the Selected sources panel, drag the forecast.xlsx source to either the Data module
panel, or to the Canvas at the right of the screen.
8. Drag the GO sales (query) package to the Data module panel.
9. On the canvas, you can pan around the diagram by dragging the canvas in any direction.
Move the canvas so you can see both the objects. You can also drag the objects in the
diagram to move them. Click on GO sales (query) and CTRL-click on Forecast Xlsx. Right-
click and select Join.

Create Data Modules
Demo 2-2 Link a Spreadsheet and a Package
10. In the create a join relationship dialog, click the TOP dropdown for GO sales
(query). Then, click the right arrow next to GO sales (query) to browse the
package.
11. Expand sales (query), and select Products. Click the down arrow in the Select
an item area below products and select Product type code. From Forecast Xlsx,
select Product type code.
12. We are fine with the default Join type – we only want the matching rows. The
Cardinality defaults to a 1 to many; however in this case, there will only be exactly
one matching row on both sides of the relationship.
13. Click the dropdown for cardinality and select:
14. Click OK.
15. In the upper left of the screen, click Save.

16. Click My content, type Product Type Forecast Package and click Save.

Module Review
In this module we:

• Defined a data server connection to provide access to raw
database tables
• Used data modules to blend data from uploaded files and
packages

Create Joins, Calculations and
Custom Data Groupings

Module Overview

• Understand the importance of proper data modeling practices
• Examine features and considerations for enhancing metadata
in data modules
• Create a navigation group
• Test results in a dashboard

Enhance the Metadata
Following the best practices of data modeling, we need to

insure we have a proper join path between our objects to
facilitate our analysis

Fundamentals of Data Modeling
The first key to data modeling is to understand:

• Whenever you are querying across more than one object
(database table, text file, Excel worksheet), you MUST define
at least one logical relationship between them
• That does not mean that you need to define ALL of the
possible links between objects

Fundamentals of Data Modeling
Most of the time a join relationship is defined by simply

linking one column in an object to a matching column in the
other object
This is called an equi-join (the values in columnA are = the

values in columnB)
Matching multiple columns is rarely required

• This is called a compound join
• Necessary when multiple attributes in combination are
required to define a unique value
There are other very important considerations when defining

a data module
• Consumers of data modules can NOT define calculations or
custom groups, we must add them in the data module
– This changes starting with Release 6
• Measure behavior and format should also be defined here

We can also do the following:

• Rename, hide and remove objects
• Define filters
• Clean up columns

Demo 3-1 Create a Navigation Group
Purpose: We have been struggling to deliver information to business users that want
to navigate data in a particular way. We will make this adjustment to an existing data
module.
1. Return to the Welcome screen by removing any open items. Browse to Team
content > Samples > Data and open the Sample data module.
2. Expand the Sample File Go Sales Xls entry. Click on Retailer country and CTRL-
click Retailer type, Product line, Product type, and Product. Right-click and select
Create navigation group.

3. Click Apply.
4. Click the ellipsis next to Retailer country and select Properties. Under the Represents area,
click the first drop-down and select Geographic Location.
5. In the second drop-down, select Country.
6. Close the Properties panel.
7. Click the down arrow to the right of the Save tool in the upper left and select Save as.
8. Click My content and type DM_GO Sales and click Save.
9. Remove DM_GO Sales from your session. Click New > Dashboard.
10. Select the single Cell layout and click OK.
11. Click Add a source.
12. Browse to My content and select DM_GO Sales and click Open.
13. Drag Retailer country to center of the dashboard canvas and drop when you see the Drop
here to maximize prompt.
14. Note the default visualization for this item based on the Geographic representation we defined
earlier.
15. Drag Revenue on top of the Map. Use the map tools to zoom out.

16. Click on Canada and click Drill down.
17. In the bar chart, Drill down on Outdoors Shop.


Module Review
In this module we:

• Understood the importance of proper data modeling practices
• Examined features and considerations for enhancing
metadata in data modules
• Created a navigation group
• Tested results in a dashboard

Create Dashboards

Module Overview

• Create a Dashboard from our data module
• Customize visualizations
• Use media to enhance the dashboard

Creating Dashboards
Demo 4-1 Create a new Dashboard
Purpose: Now that we have our data ready, we want to produce some visual displays
to distribute to our end users.
1. In the lower left of the page, click New and select Dashboard. Select the Tabbed
dashboard type, and in the layouts, click on the following:
2. Click OK.
3. Click the Sources tool and click +.
4. Click My content and select your Product Type Forecast Package Data module
and click Open.
5. Expand GO sales (query), expand go_sales, expand Sales (query). From
Products, drag Product line onto the Maximize feature in the top left pane on the
Dashboard canvas.
6. From Sales, drag Revenue onto the Maximize feature in the top right pane. From
Products, drag Product type on top of Revenue.
7. From Forecast Xlsx, drag Forecast revenue on top of this widget as well.
Change this display to Clustered column. Click the left arrow to hide the Change
Display dialog.
8. Select the Product line widget and click Change Display. Select Data Player.
Click the left arrow to hide the Change Display dialog. © Copyright Senturus, Inc. 2017 – Proprietary and Confidential 56
Enhancing Dashboards
9. Click the Play button on the Data Player. Click again to Pause.
10. From Products, drag Product line to Maximize it in the bottom left cell on the
Dashboard.
11. From Sales, drag Quantity on top of the new widget.
12. In the far left area, click the Media tool.
13. Drag a Webpage to the Maximize drop zone in the bottom right cell.

Enhancing Dashboards
14. Paste the following URL into the text box and press Enter:
https://www.senturus.com.

Module Review
In this module we:

• Created a dashboard from our data module
• Customized visualizations
• Used media to enhance the dashboard

Creating Reports

Module Overview

• Discuss how to create reports
• Create a basic list report and pivot to crosstab
• Examine and create visual displays of data
• Dynamically filter our data

Create a New Report
Reports can be authored from the IBM Cognos Analytics
welcome page in your browser
62
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Create a New Report
Start by choosing a report, the layout style and adding
one or more data sources

Create a New Report
The Work Area pane is the area in which you build your
report

Explore the Data, Toolbox and Navigate Areas
Use the Data tool to add, modify or view the data source
• Select ‘Source’ to view the entire metadata tree
• Select Data Items to view the queries and data items used in
the report.

Explore the Data, Toolbox and Navigate Areas
The Toolbox contains all available report objects
• Available objects depend on what is in focus
Pages Queries
Conditions

Explore Page Views
• Page views
– Use the Page Views tool in the upper right region to
choose how to view report pages
– Page design
– Page preview
– Page structure
67
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Explore the On Demand Toolbar
On demand toolbar
• Select an object to access the on demand toolbar
• Add filters, define formatting, or apply suppression
• Additional options
are available when
clicking More

Create List Reports
What is a list report?

• A report that displays data as a series of tabular columns
• Each row is one record
• Each column is one field

Create List Reports
Demo 5-1 Create a List Report
Purpose: Create a list of products that shows Product Line, Product Type,
Product Name and the Revenue and Quantities sold for each product.
1. Click New on the bottom left corner of the toolbar and select Report.
2. Select the 1 column template and click OK.
3. Click the plus sign to add a new data source . Navigate to the GO Sales
(query) package by browsing to Team Content  Samples  Models and
clicking Open.

Create List Reports
4. Click the Plus sign in the center of the table cell. This is the quick add button
and will display six “pinned” toolbox objects. Select List. Under Query name,
replace Query1 with the text Product List and click OK.
5. Expand the Sales (query) namespace, then expand the Products query subject.
6. Double-click Product line, Product type, and Product to add them to the list.
7. Expand the Sales query subject and drag Revenue to the end of the list. Make
sure there is blinking bar between 2 bars and a dotted line around the Product
column.

Create List Reports
8. Right-click the Quantity data item and click Insert.
9. There are 3 ways to bring data items into objects; double-click, drag-and-drop,
and right-click to insert.
10. In the left pane, click the Data Items link to see the query just created.
11. Click back to the Source to see all available data items.

Create List Reports
12. Click the Revenue column body and ctrl-click the Quantity column body.
13. From the on-demand popup toolbar click the font icon.
14. Under Weight click Bold and click OK.
15. Click the Run Report button and select Run HTML to see the report.
16. Cognos viewer will appear with the result in HTML format in a new tab.
17. Close the viewer tab and return to the report.

Create List Reports

Analytical Report Authoring
• The crosstab (pivot table) or chart can

consolidate/aggregate data into a format that can be
consumed more efficiently
• The report does the analysis, not the consumer

Crosstab Terminology – Columns/Rows/Cells
• A report that shows summary measure values as

intersections of row and column data
• Rows and columns are always grouped and cells are
summarized

Define Filters
• Expressions used to focus data into smaller subsets

• All filters must contain three parts
1. Query item 2. Comparison operator 3. Criteria
[gosales_goretailers].[Orders].[Order year] = 2004

[gosales_goretailers].[Orders].[Quantity] between 1000 and 5000
[gosales_goretailers].[Countries].[Country] in (‘Canada’, ‘China’, ‘Brazil’)
[gosales_goretailers].[Sales reps].[Staff name] Starts with ‘Jake’
[gosales_goretailers].[Orders].[Return date] Is not null
[gosales_goretailers].[Orders].[Margin] < .331
The section of the query item in green is qualification of the query

item and must be used if the query item is not in the report

Inline Filtering
• Filters can also be applied directly from within the

display by clicking on either:
– Data items
– Actual values

Create a Crosstab Report
Demo 5-2 – Pivot List to Crosstab
Purpose: The VP of Marketing would like to see our report show the summary of product
line sales revenue and quantity for each year, for Central and Northern European Sales
regions. The report must fit one page or slide on the annual presentation.
1. We can modify our report by swapping out the data items converting to a Crosstab (pivot).
2. From the Time query subject drag Year to the right of Product.
3. In the List, select Product type and CTRL-click Product and press Delete.
4. In the Insertable Objects pane, expand the Sales staff query subject, and drag and drop Sales
Region into the List in between Product line and Year.
5. Select the Year list column. Click the More ellipsis to the far right of the toolbar and select
Pivot List to Crosstab.
6. Change to the Page preview mode. Click on Central Europe and CTRL-click Northern Europe.
7. Use the on-demand toolbar to Filter and Include just these two regions.

Create a Crosstab Report
Demo 5-2 - Pivot List to Crosstab
7. Xxxx

Visualizations – How and When to Use
Cognos Analytics (11.0.5 and beyond) provides three

groups of visualizations
• New visualizations include the most modern RAVE 2

library of visualizations (shipped with the default install)
• Legacy visualizations include the original library of RAVE
1.0 visualizations to support seamless upgrade of reports
which may include these specifications
• Charts are the Cognos 10 library of chart objects

Visualizations are used to visually communicate

relationships, comparative values, trending and
forecasting

Depending on the visualization type, you may be able

to…
Display multiple measures Display trends
Display proportions Display acceptable ranges

Visualizations
• Cognos Analytics ships with many visualizations

• The visualization library can be customized and
expanded

Visualizations
Demo 5-3 Use a Visualization in a Report
Purpose: We have been asked to show worldwide gross profit in a way that clearly shows
how each country is performing in comparison to one another.
1. Using the same steps as before, create a new 1 column report. Add the Go Sales
(query) data source.
2. Quick add a Visualization onto the work area. Filter for Legacy visualizations.
3. Select the first Dynamic Map and click OK. Click OK again.
4. From the Source, expand Sales (query), expand Sales staff, and drag Country to the
Location drop zone. Expand Sales and drag Gross profit to the Color drop zone.
5. Switch to Page preview.

Visualizations
Demo 5-3 Use a Visualization in a Report - Results

Detail Filters
Demo 5-4 Filter from the Report Preview
Purpose: We want to focus on just the North American results (US, Canada, Mexico).
1. Select the Map and in the Dynamic map: Data area, click on <#Country#>.
2. Click the Filters tool and select Create Custom Filter.
3. Double-click on Canada, Mexico, and then United States to add them to the
Selected Values box, and click OK.

Module Review
In this module we:

• Discussed how to create reports
• Created a basic list report and pivot to crosstab
• Examined and created visual displays of data
• Dynamically filtered our data

Course Summary
IBM Cognos Analytics New Features for Authors
In this course, we:

• Became familiar with the Cognos Analytics interface
• Uploaded personal data
• Created data modules
• Created dashboards
• Created simple reports

Course Wrap-Up
• We sincerely thank you for attending our training!

• Please complete the course evaluation
– https://www.surveymonkey.com/s/senturus-training-
evaluations
• Who is Senturus?
– Did you know that we have a full-service consulting and
analytics solutions practice?
– Your instructor may be available for small-group mentoring,
facilitated learning, prototyping, knowledge transfer or even
full project-scale engagements
– Private, on-site and fully customized training using your
business requirements and your data are also available
– Contact training@senturus.com for more information
WHAT’S NEXT?
OVERVIEW OF IBM COGNOS ANALYTICS TRAINING
Senturus Formal Classes
IBM Cognos Analytics Framework Manager Metadata Modeling Professional Authoring with IBM Cognos Analytics
System Administration (3 days) IBM Cognos Analytics Overview and Self-Service
(2 days) (2 – 10 days total) Authoring (1 day)
OLAP Modeling with IBM Cognos
Transformer (2 days) IBM Cognos Analytics OLAP
Data Exploration (1 day)
OLAP Modeling with IBM Cognos
Dynamic Cubes (2 days) IBM Cognos Self-
Service Analytics with
Dashboards and Data
Modules (1 day)
DEV/Install Req’ts gathering Development System Validation System Launch - GO

Live
Project Timeline
Administrators Modelers Professional Business Consumers
Cognos Framework Manager, Authors Authors/Analysts
Data Modules,
Configuration, Transformer, Reporting Reporting Dashboarding
Admin Console Cube Designer
Suggested Attendees by Role

Tools Used
Optional – OLAP Only

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IBM Cognos Analytics

Overview and New Features Jumpstart

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 2

In this course, we will:

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 3

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 4

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 5

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 6

• Dashboards, reporting & visualizations

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 7

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 8

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 9

In this module we will:

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 10

Brand new capabilities of IBM Cognos Analytics

Authoring is now a singular environment/user experience

Modeling and System Administration remain basically

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 12

• Data modules are a brand new capability in Cognos

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 13

A couple of notes on data modules and dashboards:

• A report can be based on any single package or data module

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 14

Browser, OS, mobile and data source support

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 15

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 16

© Copyright Senturus, Inc. 2017 – Proprietary and Confidential 17

Switching between open objects

• Use Preferences to reset Home page to Welcome Screen

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1. Connect to the Cognos Analytics environment at:

16. Follow this path to open the

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In this module we will:

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IBM Cognos Analytics is the latest business intelligence

Dashboarding and data modules are solutions that

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Data modules allow users to conduct light data modeling in a

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Simple join relationships can be defined and managed by

Join type, cardinality and join filters can be easily managed

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• Dashboarding is a brand-new capability that replaces

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• Dashboards only require drag-and-drop of data elements

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What types of files can be used for upload?

Uploaded files are stored on the Cognos server in a

Use the upload tool at the bottom left of the screen

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In this module we:

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In this module we will:

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• Data modules are a new capability in Cognos Analytics

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• When querying a data module, the most current values in

• A data set can be defined to create a “snapshot” of select

• Data sets can be refreshed via a schedule

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