PG2 Creating Effective Dashboards In Cognos 8

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Slides on how you can create effective dashboards in Cognos 8. To learn more on creating effective dashboards in Cognos 8, visit http://performanceg2.com.

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PG2 Creating Effective Dashboards In Cognos 8

  1. 1. Creating Effective Dashboards in Cognos 8
 June 25th, 2009 Kirk Wiseman VP, Training
  2. 2. Connect with PerformanceG2 Performanceg2.com Cognos Video Training Series: Youtube.com/user/ performanceg2 twitter.com/performanceg2
 training@performanceg2.com
  3. 3. Agenda   What are Dashboards?
   Three rules of Dashboards   What to ask when creating Dashboards   Examples of Dashboards   Creating Dashboards with Cognos 8   Tips   Questions
  4. 4. What are Dashboards?  
Currently
two
defini/ons
of
a
dashboard:
  
A
single
page
display
that
is
readable
at
a
glance
  
A
frequently
updated
analy/cal
display
that
is
clear
and
concise
  
A
be;er
Defini/on:
  A
frequently
updated,
clear
and
concise
page
that
is
readable
at
a
glance.
  
TIP:

A
dashboard
reader
should
be
able
to
get
a
“health
check”
in
about
45
seconds
 
 




from
the
dashboard.

Put
important
informa/on
in
the
top
leH
corner.

  5. 5. Scorecards VS Dashboards?  The
terms
Scorecards
and
Dashboards
are
some/mes
used
interchangeably
  Scorecards
and
Dashboards
are
not
the
same
thing:
  
Dashboards
are
generally
more
dimensionally
biased
and
usually
have
the
ability













 
to
add
more
dimensional
context.
  
Dashboards
are
more
opera/onal
in
nature
and
data
is
usually
updated
more
 
frequently.
 
 

  
Dashboards
usually
answer
one
or
just
a
few
performance
type
ques/ons
and
 
performance
is
quickly
gleaned
with
just
a
glance.
  
Scorecards
are
very
performance
management
centric…think
accountability,
goals
 
and
performance
improvement.
  
Scorecards
are
more
strategic
in
nature
and
data
is
updated
less
frequently.
  
Scorecards
are
generally
less
graphic.
  
Dashboards
may
contain
some
scorecard
elements.

  6. 6. 3 Rules of Dashboards  
Placement
  
Dashboards
have
to
be
accessible

  
TIP:
Jus/fy
the
cost
of
a
second
monitor
and
place
your
dashboard
webpage
on
 


 



the
second
monitor.
  TIP:

S/ll
using
XP?

Turn
on
Ac/ve
Desktop
and
display
your
Dashboard
on
the
 
 



Desktop.
  
Design
  
Dashboards
have
to
be
clear
and
concise
  
TIP:
Place
the
most
important
ac/onable
informa/on
in
the
top
leH
corner.
  
TIP:
Only
use
gauges
if
you
have
4
or
fewer
needles
  
Accuracy
  
Keep
the
results
simple
and
accurate.
  
If
the
data
is
suspect,
don’t
include
it
on
the
Dashboard

  7. 7. What to ask when creating dashboards  
There
are
several
key
ques/ons
that
need
to
be
asked
when
crea/ng
dashboards:
  
What
are
the
Key
Metrics?
(TIP:
Keep
metrics
to
10
or
less)
  
Is
the
informa/on
ac/onable?

  If
not,
don’t
include
it
on
the
dashboard.
  
Does
the
dashboard
contain
context?


  Can
a
reader
quickly
establish
the
source,

freshness
and
quality
of
the
data?

  8. 8. Creating Cognos 8 Dashboard
  9. 9. Cognos 8 Dashboards  
Several
ways
to
create
Cognos
8
Dashboards: 

  
A
Report
Studio
Report
containing
several
report
objects
  
A
Page
Portal
to
organize
mul/ple
reports
and
other
objects
on
one
tab
  
Cognos
8.4
GO
Dashboard
  
This
webinar
concentrates
on
crea/ng
dashboards
using
Page
Portals.

  10. 10. Dashboard examples  
Dashboard
design
is
as
much
an
art
as
a
science.
  
What
will
work
in
one
organiza/on
will
be
thrown
out
in
another
organiza/on.

  11. 11. Cognos 8 Page Portal Dashboards  
Cognos
connec/on
can
contain
mul/ple
tabs
that
contain
dashboard
portlets. 

  
Portlets
can
contain
Cognos
viewer,
HTML
Items,
RSS
feeds,
Search
Portlets,
 Naviga/on
portlets,
Images,
customized
portlets
using
WSRP
and
more

  12. 12. Cognos 8 Page Portal Portlets  
A
Cognos
8
Page
Portal
Dashboard
is
usually
made
up
of
Newsitems,
Charts,
 
Maps,
 
Naviga/on
portlets
to
Popular
reports,

scorecards,
lists
and
crosstabs

  13. 13. Newsitems  
Newsitems
are
created
using
Event
Studio
  Great
way
to
create
alerts
based
on
mul/ple
criteria:
  Sales
drops
by
10
percent
  Invoice
past
due
30,
60,
90
days
  Reminders
to
contact
clients

  14. 14. Charts  
There
are
many
Charts
to
choose
from
in
Cognos
8:
  
Column,
Bar,
Progressive,
Pareto,
Line,
Pie,
Area,
Combina/on,
Sca;er,
Bubbles,
 
Radar,
Guage,
Ranges,
Microcharts
  
TIP:
Use
a
chart
that
tells
the
story
in
a
simple
and
clean
manner.

Don’t
just
use
a
 
Guage
because
it
“looks
cool”.

If
a
pie
chart
works
be;er,
then
use
it!

  15. 15. Maps  
Maps
allow
you
tell
a
Geographic
or
loca/on
story.
  
Several
Maps
are
included
with
Cognos
8.4.

  
You
can
download
updated
ones
from
IBM
Cognos
website
  
Map
Manager
allows
you
to
import
maps
that
you
may
have
created
with
an
 
mapping
tool
such
as
MapInfo
  
TIP:
Think
outside
the
box.

MapInfo
can
create
maps
of
anything:
the
human
body,
 
Cars,
Manufacturing
equipment,
etc.

  16. 16. Metrics  
Scorecards
allow
you
to
align
your
current
performance
with
your
company’s
overall
 
strategy.
  
Cognos
Metric
Portlets
include:
History
Charts,
Lists,
Custom
Diagrams
and
Impact
 
Diagrams.

  17. 17. Navigation Portlet  
Naviga/on
portlets
allow
for
quick
naviga/on
to
common
or
important
reports
or
 
links.
  
TIP:

Create
a
Page
Portal
that
contains
two
columns.

One
with
a
couple
of
naviga/on
 
portlet
and
the
other
with
a
Cognos
Viewer
portlet.
Have
any
report
that
is
clicked
 
in
the
naviga/on
portlet
viewed
in
the
Cognos
Viewer
portlet.


  18. 18. Take aways  
Use
Event
Studio
to
create
Alerts
that
will
appear
in
top
leH
Corner.
  
Use
Event
Studio
to
send
emails
about
the
cri/cal
alerts.
  
Use
Sparklines

(microcharts)
to
add
visual
relevance
to
lists
and
crosstabs.
  
Create
a
report
that
references
the
last
update
date
of
the
dashboard’s
data.
  
Gauges
should
be
limited
to
4
or
fewer
needles.
  
Keep
color
schemes
simple.

Use
the
excel
color
scheme
for
visual
acceptance.
  
Place
the
dashboard
on
an
execu/ves
desktop,
if
they
use
Windows
XP.
  
Create
a
scheduled
job
to
run
all
the
reports
for
the
dashboard
and
have
that
job
 
called
by
a
trigger
event
–
such
as
a
db
refresh.
  
Scorecards
and
Dashboards
are
different.
A
Dashboard
can
contain
Scorecards.
  
Dashboards
are
not
sta/c
–
expect
them
to
change
and
morph
within
the
first
18
 
months.

  19. 19. Contact us  
Contact
us
for
more
informa/on
about
dashboards
or
your
company’s

BI
needs:
  
train@performanceg2.com
  
Call
Toll
Free:
1‐(877)
PG2‐4CPM
(1‐877‐742‐4276)
  
Visit
us
on
the
web:

h;p://www.performanceg2.com
  
Leave
us
a
tweet:

twi;er.com/performanceg2
  
Read
our
blogs:
performanceg2.com/blog
  
Follow
us
on
Facebook:

Search
for
PerformanceG2
  
Check
out
upcoming
events:

performanceg2.com/events

  20. 20. Thank you for spending time with us today!!

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