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Straight Talk about Cognos Insight:  Features, Planning and Business Intelligence Uses, Demonstration
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Straight Talk about Cognos Insight: Features, Planning and Business Intelligence Uses, Demonstration

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Gain an understanding of Cognos Insight - its features, capabilities, limitations and uses for planning and business intelligence. ...

Gain an understanding of Cognos Insight - its features, capabilities, limitations and uses for planning and business intelligence.

• Demonstration of Cognos Insight for Planning including data import details, structure changes and prototyping plus a discussion of the business planning use cases for Cognos Insight and the TM1 10.1 architecture.
• Demonstration of Cognos Insight's business intelligence capabilities.
• Also covered: Cognos Insight Community, analyticszone.com, and a comparison of Cognos Insight and Business Insight.

This slide deck is part of a recorded Senturus webinar, "Straight Talk about Cognos Insight.” To view the free recording of this entire presentation and download the slide deck, visit www.senturus.com. You will find this and many other webinars and resources about IBM Cognos Business Intelligence and Planning and related topics.

Senturus designs and builds Business Intelligence systems to enable executives to better run their businesses. Since 2001, Senturus has been an IBM Cognos Premier Business Partner and delivered over 1400 projects to 650+ clients in a breadth of industries and applications.

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  • Hello. Welcome to this month’s installment of the Senturus education series in which we demystify business intelligence. In today’s session we will discuss the keys to success in business intelligence.
  • After a quick introduction of the team, we’ll describe what success in business intelligence looks like. We’ll then describe the primary keys to success based on we have learned across more than 1,000 projects during the past 12 years. Next, we’ll share our perspectives on the expectations business intelligence technology vendors are setting relative to success in BI. We’ll wrap with a Q&A session that will address the questions not already covered interactively during the webinar.
  • After a quick introduction of the team, we’ll describe what success in business intelligence looks like. We’ll then describe the primary keys to success based on we have learned across more than 1,000 projects during the past 12 years. Next, we’ll share our perspectives on the expectations business intelligence technology vendors are setting relative to success in BI. We’ll wrap with a Q&A session that will address the questions not already covered interactively during the webinar.
  • After a quick introduction of the team, we’ll describe what success in business intelligence looks like. We’ll then describe the primary keys to success based on we have learned across more than 1,000 projects during the past 12 years. Next, we’ll share our perspectives on the expectations business intelligence technology vendors are setting relative to success in BI. We’ll wrap with a Q&A session that will address the questions not already covered interactively during the webinar.
  • The Installation video is only 5 minutes and can save you much frustration. Click on the live link in the deck or go to the Resources section of our website—the video is just under the webinar deck.NOTE: encourage them to click the analyticszone.com address in the deck vs retyping into their browser as the link here has our tracking information embedded.

Straight Talk about Cognos Insight:  Features, Planning and Business Intelligence Uses, Demonstration Straight Talk about Cognos Insight: Features, Planning and Business Intelligence Uses, Demonstration Presentation Transcript

  • Straight Talk about Cognos Insight June 28, 2012 www.senturus.com Helping Companies Learn From the Past, Manage the1 Present and Shape the Future
  • This webinar includes a demonstration of Cognos Insight for Planning. See the recorded webinar to see and hear the complete demonstration. Go to the Senturus website: www.senturus.com/recorded-webinars.php You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1, EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.2
  • Agenda PART ONE: • Welcome and Presenter Introduction • IBM Cognos Insight Architecture • Cognos Insight for Planning Demonstration – Data Import Details and Recommendations (Flat files; ODBC connection; BI reports; TM1 Cube Views) – Structure Changes and Prototyping • Business Planning Use Cases3
  • Agenda (Continued) TRANSITION: • Quick Licensing Overview – We want to make things SIMPLE for you! • How to get started with Cognos Insight • Senturus Introduction • Business Insight vs. Cognos Insight PART TWO: • Welcome and Presenter Introduction • Cognos Insight for Business Intelligence Demonstration • Wrap-up and Q&A4
  • Welcome and Introduction • Senturus – Albert Valdez, Director of Education Services – Steve Chapman, Management Consultant5
  • ARCHITECTURE6
  • Cognos Insight [.cdd file] Planning Solutions Share to server (1 workspace = multiple cubes; Cognos Connection; TM1 Applications; Cognos Insight shared dimensions; multiple tabs; multiple widgets) Flat file (xls, csv) Self-service Reporting Publish to TM1 server & Analysis (incl. Mobile)ODBC to relational data Standard Reports BI List report Dashboards/ Distribute to BI Scorecards – CI Connected Client TM1 cube view7
  • Cognos Insight Publish and Distribute8
  • Cognos Insight: Stand-alone or a Component within Enterprise TM1 v10.19
  • Planning with Cognos TM1 v10: “Start Anywhere . . . Go Everywhere” Cognos Enterprise Cognos Express Cognos Insight10
  • This webinar includes a demonstration of Cognos Insight for Planning. See the recorded webinar to see and hear the complete demonstration. Go to the Senturus website: www.senturus.com/recorded-webinars.php You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1, EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.11
  • Business Planning Use Cases for Cognos Insight 1. The current, enterprise planning model lacks dimensions that a dept or LOB needs. (“Shadow” planning is done off-line, then re-keyed.) 2. The current planning model’s sandboxes don’t have the structure that all dept’s require. 3. The current reports and models rely on data attributes that planners really need as dimensions. 4. New reporting or planning cubes need to be prototyped (POC’s) before enterprise development. 5. Group planning processes can’t wait for enterprise resources. [No enterprise planning platform . . . Yet.]12
  • Business Intelligence (BI) Use Cases for Cognos Insight 1. The current enterprise reports and framework manager models don’t contain all the dimensions or attributes needed for additional analysis, discovery and visualization, but the source data is available. 2. The current dashboards don’t support the business needs for monitoring operations. 3. The current BI packages don’t support sharing comments or adding what-if scenarios and other data updates that need to be shared.13
  • General Cognos Insight Process Steps for Planning and Analysis Use Cases 1. Individual, group, department, or LOB data cubes created from enterprise or local data. [Import data from: BI list report, ODBC relational connection, TM1 cube view, or flat file.] 2. Add, change, delete, restructure dimensions. 3. Add measures, calculations, versions, scenarios. 4. Add analysis and visualization graphs and charts in multi-tab workspaces. 5. Share, Publish, and/or Distribute (local server, TM1 server, Cognos Connection).14
  • Agenda TRANSITION: • Quick Licensing Overview – We want to make things SIMPLE for you! • How to get started with Cognos Insight • Senturus Introduction • Business Insight vs. Cognos Insight PART TWO: • Welcome and Presenter Introduction • Cognos Insight for Business Intelligence Demonstration • Wrap-up and Q&A15
  • LICENSING16
  • Cognos Insight Licensing17
  • HOW TO GET STARTED WITH COGNOS INSIGHT18
  • How to get started with Cognos Insight Download Free Version Use the link above, Then “1. Register” Then click “Download Now”; DO NOT click: “2. Install” Installation Tips: See the video on how to install the Free Version19
  • Cognos Insight Documentation20
  • Cognos Insight Accelerators21
  • This webinar includes a demonstration of Cognos Insight for Planning. See the recorded webinar to see and hear the complete demonstration. Go to the Senturus website: www.senturus.com/recorded-webinars.php You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1, EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.22
  • WHO IS SENTURUS23
  • Who is Senturus ? • Consulting firm specializing in Corporate Performance Management – Business Intelligence – Tools of the Office of Finance • Enterprise planning & budgeting • Consolidate, close, report and file (CCRF) – San Francisco Business Times Hall of Fame -- Four consecutive years in Fast 100 list of fastest-growing private companies in the Bay Area • Experience – 12-year focus on performance management – More than 1,200 projects for 500+ clients • People – Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors... – DBAs with MBAs24
  • A few of our 500+ Clients25
  • COGNOS INSIGHT VS. BUSINESS INSIGHT26
  • Self-sufficient vs. Self-service • Business Insight (and Business Insight Advanced) = Self-service workspace (dashboard) assembly and business authoring – Workspace assembly requires existing report content – Authoring requires a data model/package • Cognos Insight = Self-sufficient analysis, modeling and planning – No model required – No reports required – No enterprise server required*27
  • Self-sufficient vs. Self-service Cognos Insight  Common  Business Insight Standalone – no server Dashboard Self-serve Multi-tab dashboards assembly assembly Restructure data Edit widgets Zero footprint Explore points TM1 write-back Enterprise Add calculations and Respects data security business rules security More widgets Distributed planning Prompt support28
  • Demo for Cognos Insight for Business Intelligence This webinar includes a demonstration of Cognos Insight for Business Intelligence. See the recorded webinar to see and hear the complete demonstration. Go to the Senturus website: www.senturus.com/recorded-webinars.php You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1, EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.29
  • Senturus Solutions and Training Services How Senturus can help you get to your next level of performance30
  • Cognos Insight Proof of Concept • 2-3 Day Proof of Concept • Identify “quick win” where immediate value can be derived • Deploy Insight for a defined use case • Help with – installation/configuration – data import – model development – presentation layer output – integration with corporate BI (if requested) • Demonstrate high-impact solution • $4,995 For more information contact Sales@Senturus.com 888-601-6010 ext 131
  • Upcoming Live, Instructor-led, On-line Training Opportunities Hosted by Senturus Solutions Experts • Self-Service Authoring with IBM Cognos 10 Business Insight Advanced - July 10, 2012 (7am-3pm*) • Authoring Active Reports with IBM Cognos 10 Report Studio - August 23, 2012 (7am-3pm*) • Multi-Dimensional Report Authoring with IBM Cognos Report Studio - July 27, 2012 (7am-3pm*) • Looking for training? - Let Us Know!! • All courses can be attended from anywhere – all you need is a high-speed Internet connection! • $595/day per student • *ALL COURSES PACIFIC STANDARD TIME*32
  • Training Schedule and Details Here33
  • This webinar includes a demonstration of Cognos Insight for Planning. See the recorded webinar to see and hear the complete demonstration. Go to the Senturus website: www.senturus.com/recorded-webinars.php You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1, EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.34
  • COGNOS INSIGHT FOR PLANNING: APPENDIX I – UPLOADING DATA35
  • CI Import Notes Recommend: “Import Data” instead of dragging a flat file onto the workspace . . . Why? . . . Automatic dimension identification logic rarely works the first time. Excel file: Preferred format: dimensions in the left-hand columns, measures in the right-hand columns: Especially non-text items can be construed as measures when they should be treated as dimensions: sample result – Departments and Accounts below should be dimensions but are treated as measures when dragged onto workspace:36
  • CI Import Notes (cont.) Therefore, recommend using Get Data > Import Data drop-down menu item instead of dragging a flat file onto the workspace.This choice results in picking of one of the four input options: And the visibility of how columns are interpreted:37
  • CI Import Notes (cont.) And the ability to define and map the source Or by using the data columns as Properties area you intend . . . (with or without the Advanced By Right-clicking options – at the data column right): (above).38
  • CI Import Notes for Crosstab Data That is also the only way to support data in columns as this example for monthly measures:39
  • CI Import Notes for Crosstab Data If you proceed to Mapping without modifying the Source Details, the Month columns are each, individually interpreted as separate measures (incorrectly):40
  • CI Import Notes for Crosstab Data Instead, expand Source Details; Choose No for Data Contains Column Labels; and Choose Crosstab. Enter the number of Dimension columns (not counting the Months (Co. E and beyond):41
  • CI Import Notes for Crosstab Data Now the monthly data columns have been converted into a fifth dimension column containing the Month names and the one measure is in the sixth column. Next: use the Properties pane to name the dimensions and complete the mappings.42
  • CI Import Notes for Crosstab Data Completed the mapping choices including Months rolling up to Years in the Time dimension:43
  • CI Import Notes for ODBC Data From Get Data > Import Data > choose Source Type “Relational Data Source (ODBC)” will provide access to whatever User and System DSN’s are already setup on the computer being used:44
  • CI Import Notes for ODBC Data Choose one ODBC connection (top-left); Sign-in to that source (bottom-left); enter the Query or choose Open Query Builder (right picture):45
  • CI Import Notes for ODBC Data Drag and drop query builder:46
  • CI Import Notes for ODBC Data Query builder, SQL View:47
  • CI Import Notes for BI Report Data From Get Data > Import Data > choose Source Type “IBM Cognos Report Data”; Fill in the System Gateway URI to the BI installation; Test and then Navigate to the report to be imported:48
  • CI Import Notes for BI Report Data Note: Only List type reports are valid for importing to Cognos Insight:49
  • CI Import Notes for BI Report Data Then Data Preview and Define the Mapping as before:50
  • CI Import Notes for TM1 Cube View Data First, Sign the Workspace into the Enterprise TM1 installation (left-side); Log on (if necessary, top-right); then Choose the Planning Server (model) to use (lower-right):51
  • CI Import Notes for TM1 Cube View Data Note: Only TM1 servers that have been Started will be available (left-side); then choose Get Data > Import Data > Source Type “IBM Cognos TM1 Cube View” (right-side). *If you didn’t sign in to enterprise TM1 (see the previous slide), this choice will be grayed out and unavailable.]52
  • CI Import Notes for TM1 Cube View Data Choose the Cube to use and then the View to use. (Next Steps: Data Preview and Define the Mapping as before.53
  • APPENDIX II – SENTURUS OFFERS54
  • Senturus Cognos 10 Upgrade Package Senturus In your Upgrades Development $3,495 Cognos 8 to environment Fixed Price Cognos 10 COGNOS Senturus offers a full range of upgrade packages: • Remote mentoring • Full install, migration and validation • Turnkey upgrades For more information please contact Sales@Senturus.com or Call Jim Frazier @ 650-949-292155
  • Other Senturus Solution Offerings • Cognos 10 Proof of Concept Engagements – Active Reports – Business Insight – Cognos Mobile • 2-3 Day Proof of Concepts • Identify how most value can be derived from the new capability • Deploy capability for a defined use case • Demonstrate high-impact solution • $4,995 • For more information please click on the links above, and contact Sales@Senturus.com56
  • This webinar includes a demonstration of Cognos Insight for Planning. See the recorded webinar to see and hear the complete demonstration. Go to the Senturus website: www.senturus.com/recorded-webinars.php You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1, EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.57
  • Contact Senturus Senturus, Inc www.senturus.com sales@senturus.com 888-601-601058
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