SAS/Cognos Integration Approaches

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Many organizations use both SAS and Cognos for a variety of reporting requirements. Both solutions are ‘best of breed’ in their own areas – SAS in the area of Analytics and ‘Analytical Data Preparation’, Cognos in the area of flexible reporting and distribution of information/reports for end user consumption. Consequently, it makes sense to find ways to integrate these technologies to provide an Integrated Information Framework which leverages the strengths of both solutions.

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SAS/Cognos Integration Approaches

  1. 1. SAS/Cognos Integration Approaches Patrick Spedding Strategic Advisor, Business Intelligence & Analytics patrick@see-change.com.au au.linkedin.com/in/spedding Copyright @ 2014 See-Change Solutions @spedding Wednesday 7th August, 2013
  2. 2. •  •  •  •  •  •  •    Typical current  state:     Execu&ves  mostly  ge0ng  Excel/Word  reports  via  Excel   Not  easy  for  users  to  get  what  they  want  or  see  what  reports  available   Not  clear  where  to  start  (mul&ple  tools/entry  points)   Big  need  for  contextual  informa&on   Complex  Data  Warehouse  design  (more  like  an  ODS)   Inflexible  BI  metadata  layer  (doesn’t  sa&sfy  many  user  requests)   Lack  of  ‘predic&ve’  repor&ng  capabili&es   Copyright @ 2014 See-Change Solutions
  3. 3. Typical Scenario: A ‘Hoarding’ Culture…     Data  Prepara)on  Layer   Access SAP PSFT Web Services ORCL Cubes   Transformations High Volume Batch Reports   Cognos   Warehouse   SAS   HR Web SAS  -­‐  Analy)cal  Structures   Real Time Modeling  Base  Tables   Analy)cal  Mart   UnStructured Exploita)on  layer    Cognos  -­‐  BI    Data  Integra)on   MSFT Data  Management  Layer   Message Queues Scoring  Base  Tables   Analy)cs   Other Sources Copyright @ 2014 See-Change Solutions
  4. 4. Target Outcome:     An  Integrated  Informa&on  Delivery  Mechanism  to:   1.  Provide  a  ‘health’  view  of  the   business   (sharing  common  measures/dimensions)   2.  Allow  for  summarised   iden&fica&on  of  issues   related  to  ‘health’  of   business   3.  Enable  access  to  detailed   informa&on  to  facilitate   understanding   4.  Enable  targe&ng  and  tracking   for  remedies/interven&ons   (measuring  effec3veness)   Copyright @ 2014 See-Change Solutions
  5. 5. SAS/Cognos Integration Approaches     1.  SAS  ‘Historical  Snapshot’  Data  -­‐>  Transformer  -­‐>  Cognos  Workspace   Advanced   2.  SAS  Stored  Processes  -­‐>  Cognos  Connec&on   3.  SAS  Report  -­‐>  Business  Insight  Advanced/Report  Studio   4.  SAS  Report  -­‐>  Transformer  -­‐>  Cognos  Workspace  Advanced   5.  SAS  Report  -­‐>  Cognos  Workspace  Advanced  (External  Data)   6.  SAS  Report  -­‐>  Sharepoint  -­‐>  Cognos  Connec&on  (Document  output)   7.  SAS  Data  -­‐>  Cognos  Datasource  (via  ODBC)  -­‐>  Framework  Manager  -­‐>   Cognos  Studios   8.  SAS  Data  -­‐>  Cognos  Datasource  (via  SAS  OLE-­‐DB)  -­‐>  Excel  -­‐>  Framework   Manager    or  Transformer  or  Cognos  Workspace  Advanced  (External  Data)   9.  SAS  Data  -­‐>  Data  Warehouse  -­‐>  Framework  Manager  -­‐>  Cognos  Studios     Copyright @ 2014 See-Change Solutions
  6. 6. Integrated  Information Delivery Framework     Integrated  Informa&on  Delivery  Portal  (Intranet,  Cognos  Connec&on)   (Subscrip&on)   (Ad-­‐Hoc)   (On  Demand)   SAS Datasets Copyright @ 2014 See-Change Solutions SAS  Reports  
  7. 7. Example Data Process     Pre-­‐integra&on  of  SAS/Cognos:   Post-­‐integra&on  of  SAS/Cognos:   Copyright @ 2014 See-Change Solutions
  8. 8. 1. SAS Dataset -> Transformer -> Cognos Workspace Advanced (or Report Studio)     •  This  method  uses  a  SAS  dataset  as  a  source  for  Cognos  Transformer.   Complex  business  logic  is  built  into  SAS  (Enterprise  Guide)  process  –   rela&ve  &me  calcula&ons  are  defined  in  Transformer)     Copyright @ 2014 See-Change Solutions
  9. 9. 2. SAS Stored Process -> Cognos Connection     •  This  method  takes  a  SAS  report  and  enables  it  as  a  SAS  Web  Stored   Process,  which  can  then  be  linked  and  run  within  Cognos  Connec&on     Copyright @ 2012 See-Change Solutions
  10. 10. 3. SAS Report -> Cognos Report Studio     •  This  method  takes  HTML  formaded  report  output  from  a  SAS  Enterprise   Guide  project  and  embeds  the  resul&ng  HTML  code  into  a  Cognos  Report   Studio  Report  via  use  of  the  HTML  object   Copyright @ 2014 See-Change Solutions
  11. 11. 4. SAS Report -> Transformer -> Cognos Workspace Advanced (or Report Studio)   •  This  method  takes  the  output  of  a  SAS  report  (eg  Enterprise  Guide  report)     and  ‘pivots’  the  data  in  such  a  way  as  to  provide  a  data  input  into  the   Cognos  Transformer  OLAP  modelling  tool.     Copyright @ 2014 See-Change Solutions
  12. 12. •  5. SAS Report -> Cognos Workspace Advanced (External Data)     This  method  takes  the  (crosstab)  output  of  a  SAS  report  (eg  Enterprise   Guide  report)  and  saves  it  into  Excel  or  CSV  format.  Then,  within  Cognos   Workspace  Advanced  or  Cognos  Report  Studio,  the  output  can  be  brought   into  Cognos  via  the  ‘Manage  External  Data’  op&on   Copyright @ 2014 See-Change Solutions
  13. 13. 6. SAS Report -> Sharepoint -> Cognos Connection (Document output)      SAS  report  (eg  Enterprise  Guide  report)   •  This  method  takes  the  output  of  a and  saves  it  into  PDF,  Excel  or  Word  format.  Then,  within  Sharepoint,  the   document  can  be  added  to  a  loca&on  from  where  it  can  be  linked  within   Cognos  Connec&on  via  an  External  URL   Copyright @ 2014 See-Change Solutions
  14. 14. 7. SAS Data -> ODBC -> Framework Manager -> Cognos Studios     •  This  method  can  use  an  ODBC  Connec&on  to  allow  any  SAS  dataset  to  be  a   source  for  Cognos.  The  SAS  ODBC  driver  can  be  used  to  create  an  ODBC   connec&on,  from  which  a  data  source  connec&on  can  be  defined  within   Cognos  to  point  to  the  SAS  data  set.  Alterna&vely,  the  SAS  ‘PROC  SQL’   method  can  be  used  to  output  SAS  results  directly  to  a  rela&onal  table     Copyright @ 2014 See-Change Solutions
  15. 15. 8. SAS Data -> Cognos Datasource (via SAS OLE-DB) -> Excel -> Cognos   •  This  method  connects  to  a  SAS  dataset  via  the  SAS  OLE-­‐DB  provider.  Since     Cognos  does  not  na&vely  support  the  OLE-­‐DB  provider,  a  connec&on  can   be  defined  in  Excel,  and  Cognos  can  then  be  pointed  to  the  Excel  file.     Copyright @ 2014 See-Change Solutions
  16. 16. 9. SAS Data -> Data Warehouse -> Cognos Studios     •  The  most  common  approach  is  s&ll  to  load  SAS  datasets  directly  into  the   Data  Warehouse,  from  where  Cognos  Framework  Manager  can  create   Query  Subjects  and  Packages  for  consump&on  by  Cognos  Transformer  and   the  Cognos  Studios.  However,  this  approach  creates  a  long  lead  &me  for   business  users  with  constantly  changing  repor&ng  requirements  and  ad-­‐ hoc  requests.   Copyright @ 2014 See-Change Solutions
  17. 17. THANK YOU. See-Change Solutions patrick@see-change.com.au au.linkedin.com/in/spedding @spedding www.see-change.com.au Copyright @ 2014 See-Change Solutions
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