Give your community owners the reports they really need
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Give your community owners the reports they really need

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This is my presentation on creating customized Cognos reports for IBM Connections which I gave at the IBM Connections usergroup V in Zurich #soccnx

This is my presentation on creating customized Cognos reports for IBM Connections which I gave at the IBM Connections usergroup V in Zurich #soccnx

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Give your community owners the reports they really need Give your community owners the reports they really need Presentation Transcript

  • Give your Community Owners the Reports they really need!
  • ©2013BelsoftAG|www.belsoft.ch Legal disclaimer § This is a TECHNICAL session § You will see some lines of code -> if you feel offended you can still leave the room § I‘m not a developer -> my coding is awful §  Views and opinions expressed are mine alone and do not represent the official views of my employer (my boss has no clue what I’m talking about) § I’m a kind of Administrator but if you do Connections you will turn out to be a -> see next slide Get off the Visitors WiFi, I need it for my live demo!
  • ©2013BelsoftAG|www.belsoft.ch About me kbild.ch xing.com/profile/Klaus_Bild twitter.com/kbild linkedin.com/in/kbild
  • ©2013BelsoftAG|www.belsoft.ch Agenda § Metrics overall system architecture 1.  Prepare your environment 2.  Define the custom report & check dimensions/events 3.  Create Report 4.  Insert Chart 5.  Define data items 6.  Add data items to axes 7.  Format the chart 8.  Filter data / work with parameters 9.  Add Report to Community Report list § Parameters / Expressions / Some examples
  • ©2013BelsoftAG|www.belsoft.ch Metrics overall system architecture Connections Activities Communities Files Forums Wikis Blogs Profiles Dogear Cognos BI Server Content Manager Report Studio Framework Manager Transformer Cognos Metrics Models & Reports Metrics Component Events Capture Raw Metrics DB Power Cube User
  • ©2013BelsoftAG|www.belsoft.ch Before we start a performance trick § Yes, Cognos HW requirements are enormous but there are some tricks to speed up report creation: http://www-10.lotus.com/ldd/lcwiki.nsf/dx/ Reduce_the_community_metrics_request_waiting_time_in_IBM_Connections_4.0_Metrics i.e. „last quarter“ and all people groups were removed...
  • ©2013BelsoftAG|www.belsoft.ch Before you start read this (aka RTFM) § Connections 4.0 Metrics Reports Introduction - http://goo.gl/CHSsn Lists all 110 reports (50 community reports) § Using the Metrics application in IBM Connections 4.0 - http://goo.gl/r1oF7 Did you know that there are right click actions? § PowerCube dimensions - http://goo.gl/OR04d § Community report customization for Connections 4.0 Metrics - http://goo.gl/ObcYF § Create new Cognos metrics report - http://goo.gl/ROFgt § Customizing reports based on the events captured in Metrics4.0 - http://goo.gl/dvXF0
  • ©2013BelsoftAG|www.belsoft.ch 1. Prepare your environment § Open http://cognosserver.example.com:port/cognos/servlet/dispatch/ext § Create a folder for your custom reports
  • ©2013BelsoftAG|www.belsoft.ch 1. Prepare your environment § Look at the the actual reports and don‘t use same names for your custom reports 'jobtemplate’ & 'jobtemplate1’ in Public Folders > IBMConnectionsMetrics > Metrics > static & click on „Set properties“
  • ©2013BelsoftAG|www.belsoft.ch 1. Prepare your environment § Start the Report Studio via Launch menu § Choose the Metrics folder as package source -  If you don‘t see the link for Report Studio or the welcome screen use an alternative browser -  I would recommend to use Firefox Version 3.5/3.6!
  • ©2013BelsoftAG|www.belsoft.ch 2. Define the custom report & check dimensions/events § Define the report on paper §  Data for Community Wiki/Blog/Forum §  Number of visits per App §  Date range (hours, day, week) §  Line chart #visits Blogs, Forum, Wiki
  • ©2013BelsoftAG|www.belsoft.ch 2. Define the custom report & check dimensions/events § Cross check Powercube dimensions http://goo.gl/OR04d § Regular dimensions -  DATE: This is a time dimension, which indicates the time that an event was generated. This dimension break down time into year, month, week, and day levels. -  SOURCE: This dimension indicates the application that generated the event. -  SCOPE: This dimension indicates the scope of the content that is referred to by the event. -  ITEM: This dimension indicates the type of the content that referred by the event. -  EVENT: This dimension indicates the action of the event. -  COMMUNITY: This dimension indicates the community that the event happens. -  UNIQUE EVENT: This dimension indicates the action of the event in the calculation of unique people and content. -  ATTRIBUTE1: The categories of this dimension comes from the specified attribute of profile, and this can be customized by system administrator. -  ATTRIBUTE2: The categories of this dimension also comes from the specified attribute of profile, and this can be customized by system administrator. -  ATTRIBUTE3: The categories of this dimension also comes from the specified attribute of profile, and this can be customized by system administrator. § Measure dimensions -  EVENT_COUNT: This measure dimension is used for the calculation of event counting. -  DAILY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in day level. -  WEEKLY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in week level. -  MONTHLY_UNIQUE_USER: This measure dimension is used for the calculation of unique user number in month level. -  DAILY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in day level. -  MONTHLY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in month level. -  WEEKLY_UNIQUE_CONTENT: This measure dimension is used for the calculation of unique content number in week level. -  INITIAL_COUNT: This measure dimension is used for the calculation of initial count. -  ZERO: This measure dimension represents 0 in the calculation. No report for hour of day possible
  • ©2013BelsoftAG|www.belsoft.ch 2. Define the custom report & check dimensions/events §  Download „Events&Reports in Metrics.ods“, check if data is captured in events: http://goo.gl/So73x Events List&Basic Reports What? Details Which entries? Which action? Action type for calculations? Used in which report? Source app? Calculated Reports
  • ©2013BelsoftAG|www.belsoft.ch §  MEASURE : EVENT_COUNT §  ITEM : DEFAULT §  EVENT: VISIT §  SOURCE : BLOGS, FORUMS, WIKIS §  DATE : DAY/WEEK/MONTH/YEAR level from 'DATE' dimension 2. Define the custom report & check dimensions/events y-axis Series x-axis Number of visits App Date range
  • ©2013BelsoftAG|www.belsoft.ch 3. Create Report § Start with an empty report or
  • ©2013BelsoftAG|www.belsoft.ch 4. Insert Chart § There are 81 different chart types! (Column, Bar, Progressive, Pareto, Line, Pie/Donut, Area, Combination,Scatter/Bubble/Point, Radar/Polar, Gauge, Metrics Range, Microchart)
  • ©2013BelsoftAG|www.belsoft.ch § App (BLOG, FORUMS, WIKIS) 5. Define data items set ([BLOGS],[FORUMS],[WIKIS])
  • ©2013BelsoftAG|www.belsoft.ch § App (BLOG, FORUMS, WIKIS) 5. Define data items
  • ©2013BelsoftAG|www.belsoft.ch § Number of visits (DEFAULT, VISIT, EVENT_COUNT) 5. Define data items .../ITEM/ITEM/Members/DEFAULT .../EVENT/EVENT/Members/VISIT .../Measures/EVENT_COUNT tuple([DEFAULT],[VISIT], [EVENT_COUNT])
  • ©2013BelsoftAG|www.belsoft.ch 6. Add data items to axes First we use all months as data range
  • ©2013BelsoftAG|www.belsoft.ch 7. Format the chart
  • ©2013BelsoftAG|www.belsoft.ch 8. Filter data / work with parameters -> right now we have number of visits to all blogs/forums/ wikis for all months We want to restrict the data to the actual community and use the date range of the view selector
  • ©2013BelsoftAG|www.belsoft.ch 8. Filter data / work with parameters filter([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME] , [METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME].[COMMUNITY NAME - Category Code]=?dcommunityid?) ?dcommunityid? -> this parameter will take the actual community id and will pass it to the report
  • ©2013BelsoftAG|www.belsoft.ch 8. Filter data / work with parameters uplevel, upnum, endDate -> this expression will give us the date range of the view selector lastPeriods(?upnum?, ancestor(#'[METRICS_TRX_CUBE].[DATE].[DATE]. [DAY]->:[PC].[@MEMBER].['+ prompt('endDate', 'integer') +']'#, #prompt('uplevel', 'integer')#))
  • ©2013BelsoftAG|www.belsoft.ch § Date range 8. Filter data / work with parameters
  • ©2013BelsoftAG|www.belsoft.ch 8. Filter data / work with parameters
  • ©2013BelsoftAG|www.belsoft.ch 9. Add Report to Community Report list §  On the Cognos dashboard find the 'jobtemplate1' under folder Public Folders > IBMConnectionsMetrics > Metrics > static and click on „Set properties“
  • ©2013BelsoftAG|www.belsoft.ch 9. Add Report to Community Report list §  On the Connections server check out and edit the reports-config.xml file §  Check in reports-config.xml §  Add your custom labels to com.ibm.connections.metrics.ui.strings.ui.properties file (inside the customization/strings folder) Name of custom report (case sensitive!) Unique name Label string
  • ©2013BelsoftAG|www.belsoft.ch 9. Add Report to Community Report list §  Go to you Connections environment and open up the Metrics page of a Community, you should now see the new Category and your custom report §  Click on „Update metrics“ to see results of your custom report
  • ©2013BelsoftAG|www.belsoft.ch Parameters § dcommunityid = Category Code of actual Community § communityid = CommunityID of actual Community § endDate = Yesterday § coverinvaliddate, installedapps, lclocale, metricsstartdate, range, rangetype, showuserinfo, sourceid, spanweeks, uplevel, upnum § Standard views: -  Last 7 days -> upnum 7, uplevel 0, range 7, rangetype D -  Last 4 weeks -> upnum 5, uplevel 1, range 4, rangetype W -  Last 12 months -> upnum 12, uplevel 2, range 12, rangetype M -  All years -> upnum 100, uplevel 3, range 0, rangetype A
  • ©2013BelsoftAG|www.belsoft.ch Parameters § i.e. installedapps -> create a report for all used apps inside a community -  _-1_ -> Related Communities -  _1_ -> Activities -  _2_ -> Blog -  _3_ -> Bookmarks -  _5_ -> Files -  _6_ -> Forum -  _12_ -> Wiki -  _15_ -> Ideation Blog -  _19_ -> Media Gallery § i.e. lclocale -> use for language specific settings if( ?installedapps? contains '_1_' ) then ([ACTIVITIES]) else (NULL)
  • ©2013BelsoftAG|www.belsoft.ch Expressions / Some examples § Show communities that were created in a certain week: filter([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], tuple([COMMUNITIES], [COMMUNITY], [CREATE], [EVENT_COUNT], [5/8])>0 ) § Return "Last Week" as the week variable prevMember(parent( #'[METRICS_TRX_CUBE].[DATE].[DATE].[DAY]->:[PC].[@MEMBER].['+ timestampMask($current_timestamp,'yyyymmdd') +']'# )) § Date Range - Show the last 6 months lastPeriods(6, closingPeriod([METRICS_TRX_CUBE].[DATE].[DATE].[MONTH])) § Total in-/active communities (not created or updated within variable „Date Range“) total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], total ((tuple([CREATE])+tuple([UPDATE])) within set [Date Range]) = 0)) total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], total ((tuple([CREATE])+tuple([UPDATE])) within set [Date Range]) > 0)) same and no vists within „Date Range“ total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], total ((tuple([CREATE])+tuple([UPDATE]) +tuple([VISIT])) within set [Date Range]) = 0)) total( 1 within set filter ([METRICS_TRX_CUBE].[COMMUNITY].[COMMUNITY].[COMMUNITY NAME], total ((tuple([CREATE])+tuple([UPDATE]) +tuple([VISIT])) within set [Date Range]) > 0)) § How many people have updated the photo in their profile tuple([PROFILES] , [PROFILE.PHOTO] , [USER_UPDATE] , [WEEKLY_UNIQUE_USER] , [4/7] )
  • ©2013BelsoftAG|www.belsoft.ch Additional remarks §  Not all reports use the metrics reports package -  That’s not a standard power cube dimension?! -  MetricsCubeDS/MetricsDBQuery -  Uses METRICS_CUBE_DS not METRICS_TRX_CUBE & is not documented L §  Look at the default reports to learn how to create advanced reports §  Creation of a custom report is not simple and I don’t think that a business user can do it (…should be possible) §  Cognos offers endless possibilities
  • ©2013BelsoftAG|www.belsoft.ch
  • ©2013BelsoftAG|www.belsoft.ch Contact me kbild.ch xing.com/profile/Klaus_Bild twitter.com/kbild linkedin.com/in/kbild