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Customer Success Story: Interact Everywhere with IBM Active Reports


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Hillsborough County Public Schools needed to create an interactive Strategic Plan Scorecard that summarized metrics at a high level, but also provided some detailed information to the users similar to a drill-through report. To meet this need, an Active Report was created that impressed business users as well as solved the delivery and security concerns from an I.S. perspective. Although Active Reports are not exactly new to IBM Cognos, there have been significant improvements in regards to performance and file compression. This session explains how the Active Report was created at an introductory level, including a demonstration of the product.

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Customer Success Story: Interact Everywhere with IBM Active Reports

  1. 1. © 2015 IBM Corporation Session: 3065A Hillsborough County Public Schools Implement an Interactive Scorecard via Active Reports Scott Fairbanks – CCG Dan Rodriguez - CCG Joseph Cochran – Hillsborough County Public Schools October 26th, 2015
  2. 2. • IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. • Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. • The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. • The development, release, and timing of any future features or functionality described for our products remains at our sole discretion. Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. Please Note: 2
  3. 3. Introduction
  4. 4. Agenda • Introduction • Scorecarding in General • Hillsborough County Public Schools Background • CCG • Demo • Technical Implementation of Active Reports • Questions 3
  5. 5. Measuring Successful Outcomes 4 “Those who Lead in the Insight Economy are applying insights to uncover trends, discover patterns, recognize opportunities, create markets and change their industry.” - IBM Today’s session will focus on how an IBM Analytics implementation at one of the largest school districts in the nation is uncovering trends, highlighting patterns, and measuring successful outcomes of the next generation – Students
  6. 6. Maximizing Investment in IBM Cognos 5 With a comprehensive suite of products IBM Analytics offering of IBM Cognos BI, IBM Cognos TM1, and IBM Cognos SPSS give organizations tools to become leaders in their industries
  7. 7. The balanced scorecard is a strategic planning and management system that is used extensively in business and industry, government, and nonprofit organizations worldwide  Align business activities to the vision and strategy of the organization,  Improve internal and external communications,  Monitor organization performance against strategic goals The Balanced Scorecard 6 Adapted from Robert S. Kaplan and David P. Norton, “Using the Balanced Scorecard as a Strategic Management System,” Harvard Business Review (January-February 1996): 76
  8. 8. CCG & Hillsborough County Public Schools
  9. 9. An award-winning consulting firm that specializes in helping clients drive better business outcomes through the use of data and analytics. BUSINESS INTELLIGENCE: It’s Who We Are and What We Do. Business Value – Improve business processes via analytic solutions Specialized Expertise – Improved time to value through industry expertise Partner Approach – Trusted advisor and evangelist, servant leader Our People are the Best – Experienced, passionate, professionals
  10. 10. Hillsborough County Public Schools 9 Hillsborough County Public Schools is proud to be the 8th largest school district in the nation with over 254 instructional sites and 30,000 employees focused on delivering excellence in education. Enrollment: 220,000+ students Serving Tampa, FL and its surrounding communities within Hillsborough County
  11. 11. Business Process Improvement & Innovation • Defining the organization's strategic goals (Who are we, what do we do, and why do we do it?) • Aligning the business processes to realize the organization's goals (How do we do it better?) 10 • Dr. Joseph Cochran  General Manager – Business Process Improvement & Innovation  Ph.D. University of Southern California
  12. 12. HCPS Vision and Mission 11 • Hillsborough County Public Schools aligns its goals and objectives to support its vision and mission through the Strategic Planning process
  13. 13. Strategic Planning 12 • Individual KPIs are set at the Strategic Objective Level
  14. 14. Business Needs • Needed a Solution with the following characteristics:  Interactive  Ability to slice and dice by strategic objective owner  Summarize performance by strategic objective area and by owner  Perform quickly  Ability to be viewed without connection to HCPS intranet or existing Cognos BI implementation 13
  15. 15. HCPS Existing Architecture 14 • Business Analytics Platform Highlights:  IBM Cognos BI  IBM Cognos TM1  IBM Infosphere: DataStage  IBM DB2  IBM Websphere
  16. 16. Overall Solution Design • Designed in IBM Cognos BI Active Reports • Built Additional Data Warehouse subject area for a scalable and sustainable way to capture objectives and owners over time • Designed with TM1 Scorecarding aesthetics purposefully to grow into the need to move into TM1 application offering 15
  17. 17. IBM Cognos Active Report In Action! • Demo time! • Afterwards, we will cover the following technical concepts:  Objects specific to Active Reports  Active Report Variables vs. Report Studio Parameters  How to make an Active Report act like a Drill Through Report 16
  18. 18. Demo Screen Shot 1 17
  19. 19. Demo Screen Shot 2 18 Scroll
  20. 20. Demo Screen Shot 3 19
  21. 21. IBM Cognos Active Reports Technical Implementation
  22. 22. What makes Active Reports Different • Query only runs against database once and creates a stand- alone, self-contained file • Interactive reports are available even when disconnected from the Cognos BI server • Every potential output based on user behavior is stored which makes interactive behavior response time excellent for the end user 21
  23. 23. Active Report Objects • Deck  Used to manually create different layouts, referred to as Cards, similar to Conditional Block in standard Report Studio  In this demo: Main / Detail • Data Tab:  Used to create different Tabs based on records returned by a data item  In this demo: Years Tabs • Data Drop Down List:  Used to provide method for user to select item based on a query that can filter or select data containers  In this demo: Division Leader, Metric Owner, Goal, Objective 22
  24. 24. Active Report Objects 23 • Objects have new icons  Interactive Behavior  Create New Connection • Example: List
  25. 25. Active Report Objects • Interactive Behavior 24
  26. 26. Active Report Objects • New Connections 25
  27. 27. Active Report Variables vs. Report Studio Parameters • Report Studio Parameter:  Can be used to filter data at query run time • Example: when report is run, data is filtered for the chosen Year 26
  28. 28. Active Report Variables vs. Report Studio Parameters • Active Report Variable  Can be used to apply filters, select containers, or enable controls based on user behavior • Example from demo: Year Data Tab 27
  29. 29. Drill Through Definition vs. Active Report Deck Cards 28 • Report Studio Drill Through  Used to send data needed in order to run a Target report  Data based on user behavior in Source report  Both reports need to execute queries against database in order to return data
  30. 30. Drill Through Definition vs. Active Report Deck Cards 29 • Report Studio Drill Through Example:
  31. 31. Drill Through Definition vs. Active Report Deck Cards 30 • Active Report Deck Cards  Used to switch between different layouts in current report  Card selection based on user behavior  Data is saved in stand- alone, self-contained file so no database query is run when Cards change
  32. 32. Drill Through Definition vs. Active Report Deck Cards 31 • Active Report Deck Cards Example:
  33. 33. Drill Through Definition vs. Active Report Deck Cards 32 • Active Report Deck Cards Example:
  34. 34. Improvements to IBM Cognos Active Reports • Performance Improvements with 10.2.2  Streamlined processing logic to improve first open performance  New data store mechanism that provides superior space usage and fast query performance  Reduced overall MHT size by removing duplication and overhead involved with visualization definition storage  Optimized and reduced overhead for layout and data information stored within Active Report • Output  IBM Cognos Active Report output format changed to allow browsers without MHT capabilities to display the MHT file within an IBM Cognos Viewer via the portal /active_report/page593.html#ar_perf 33
  35. 35. Security & Licensing for IBM Cognos Active Reports • Security  IBM Cognos Platform security is no different for Active Reports compared to other parts of Cognos Connection  Users can only consume what they are authorized to view  Active Report files can be password protected • Licensing:  Information Distribution or higher based on current licensing  Older Licensing models: • Users must be a named user of Active Report Recipient or at least Enhanced Consumer • PVU based Active Report Recipient licensing option makes distribution to organization as well as sharing externally possible /active_report/page593.html#ar_output 34
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