Choosing the Right Tool for the Job: Cognos Workspace vs. Traditional Studios vs. Active Reports

1. CHOOSING THE RIGHT TOOL FOR THE JOB MAKINGSENSEOFTHEWIDEVARIETYOFIBM COGNOSBI STUDIOSANDAPPLICATIONS

2. questions here Copyright2014Senturus,Inc. AllRightsReserved This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/choosing-right-tool-job/ Hear the Recording

3. Resource Library Senturus’ whole purpose is to make you successful with Business Analytics. Thus, we offer a series of technology-neutral webinars, training on specific software, demonstrations, and no-holds-barred reviews of new software releases. We host dozens of live webinars every year and we offer a comprehensive library of recorded webinars, demos, white papers, presentations and case studies on our website--a wealth of learning resources. Most of our content is custom created and constantly updated, so visit us often to see what’s new in the industry. www.senturus.com/resources/ 3 Copyright 2014 Senturus, Inc. All Rights Reserved

4. •Introduction •The Challenge –so many wonderful BI tools •Uses & Features to consider •Feature Set Differences •Cognos OLAP Roadmap •Demo: Recreating PowerPlayReports with Cognos Workspace Advanced •Decision-Making Tips •Additional Resources & Upcoming Events •Q & A TODAY’SAGENDA 4 Copyright 2014Senturus, Inc. All Rights Reserved

5. John Peterson CEO & Co-Founder Senturus INTRODUCTION: TODAY’SPRESENTERS Copyright 2014Senturus, Inc. All Rights Reserved 5 Peter Jogopolus Senior BI Architect Senturus With thanks to: Patrick Powers, September Clementin, Albert Valdez, and Knowledge @ Senturus

6. WHOWEARE SENTURUSINTRODUCTION

7. questions here Copyright 2014Senturus,Inc. AllRightsReserved Hear the Recording This slide deck is part of a recorded webinar. To view the FREE recording of the entire presentation and download the slide deck go to www.senturus.com/resources/choosing-right-tool-job Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website. www.senturus.com

8. Our Team: Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors, BI Managers SENTURUS: BUSINESSANALYTICSCONSULTANTS 8 Copyright 2014 Senturus, Inc. All Rights Reserved Business Intelligence Enterprise Planning Predictive Analytics Creating Clarity from Chaos

10. WHICHTOOL(STUDIO) SHOULDWEUSE? THE CHALLENGE

13. THEREALITY–COGNOS8 & 10 BI 13 Copyright 2014 Senturus, Inc. All Rights Reserved. Dimensional Source (OLAP) Relational Source DMR Source External Data One application server, but… Too many different Tools & Studios

14. HOWCOGNOSTHOUGHTITSHOULDWORK… 14 Copyright 2014 Senturus, Inc. All Rights Reserved. Dimensional Source (OLAP) Relational Source DMR Source External Data Use Tool Ad Hoc Query Query Studio Drill-down Analysis Analysis Studio Dashboards RS/Portal or Workspace Formal Report Report Studio Framework Manager Metadata Model Use determines the tool Mobile Active Reports

15. HOWANALYSISANDREPORTINGREALLYWORK 15 Copyright 2014 Senturus, Inc. All Rights Reserved. It’s a continuum ! Ad Hoc Query Drill-Down & Explore A simple question Simple Report Need more details Make it routine Complex Report Make it fancy Complex Report or Dashboard Automate & Distribute it

16. •Training on all tools for all users doesn’t make sense •Licensing on all tools for all users doesn’t make sense •Handing off to Report Studio pros is not scalable (nor is it self-service) OTHERFACTORS 16 Copyright 2014 Senturus, Inc. All Rights Reserved

17. •Report Studio •Query Studio •Analysis Studio •PowerplayStudio & PowerplayClient •Metrics Studio •Cognos Workspace (standard) •Cognos Workspace Advanced •Cognos Insight •CAFÉ (Cognos Analysis for Excel) •Active Reports THECHALLENGE–LOTSOFFRONT-ENDTOOLS 17 Copyright 2014 Senturus, Inc. All Rights Reserved

18. •Report Studio •Query Studio •Analysis Studio •PowerplayStudio •Metrics Studio •Cognos Workspace (standard) •Cognos Workspace Advanced •Cognos Insight •CAFÉ (Cognos Analysis for Excel) •Active Reports ANDKEEPINMINDTHEWRITINGONTHEWALL 18 Copyright 2014 Senturus, Inc. All Rights Reserved

19. WHATCOGNOSTOOLSDOYOUACTIVELYUSE? QUICK POLL

21. WHATSHOULDI CONSIDER? IMPORTANT CRITERIA

22. •Standardized Reports •Self-run •Automated distribution •Ad-hoc Reports •One-off queries •Individualized, interactive dashboards •Scorecards •Speed-to-thought analytics •Visualizations •Mobile reports and analysis •And more… USESTOCONSIDER 22 Copyright 2014 Senturus, Inc. All Rights Reserved

23. •Software Requirements & Browser Support •Data Source & Package Support •Report Types & Visualization Capabilities •Report Functionality •Query Support •Prompting •Report Formatting & Outputs •Printing, Distribution & Security •Licensing Considerations •Overall Ease of Use & Development Speed FEATURESTOCONSIDER 23 Copyright 2014 Senturus, Inc. All Rights Reserved

24. HOWARETHETOOLSDIFFERENT? FEATURE SET COMPARISONS

25. •Nowhere is change more constant than in software feature sets •The following slides were based on the latest available information regarding Cognos 10 tool functionality •But even as I speak, these items are changing •Note: the focus of the following slides is not on: •Cognos Insight •CAFÉ •Metrics Studio CAVEATAUDIENCE 25 Copyright 2014 Senturus, Inc. All Rights Reserved

26. SOFTWAREREQUIREMENTS& BROWSERSUPPORT Query Studio Analysis Studio PowerPlay& PowerPlay Studio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Software Type Requires Server software installation X X X X X X X Desktop Client (Windows)* X Browser Support Internet Explorer X X X X X X X Google Chrome X X X X Mozilla Firefox X X X X X X Apple Safari X X X X Apple Safari on iOS X* * NOTE: Cognos Insight is a desktop program Copyright 2014Senturus, Inc. All Rights Reserved

27. DATASOURCESUPPORT, REPORTTYPES& VISUALIZATION Query Studio Analysis Studio Powerplay & Powerplay Studio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Data Source & Package Support Relational Package X X X N/A X Dimensional Package X X X X X N/A X External Data Sources X N/A X Report Types Supports List Reports X X X X Supports Crosstabs X X X X X X X Supports Charts X X X X X X X Supports Maps X X * Supports Active Reports X X Visualization Immediate Data Preview X X X N/A X Both Run & Design Modes X X X N/A X RAVE Support X X X X * CWA can open reports from Report Studio with Maps, but cannot edit Maps Copyright 2014Senturus, Inc. All Rights Reserved

28. REPORTFUNCTIONALITY Query Studio Analysis Studio Powerplay & PowerPlay Studio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Report Functionality Filtering X X X X X X X Advanced Filtering X X Slicers X X X X Create Calculations X X X X X X X Create Complex Calculations X X Copy Report to Clipboard X Drill through Definitions X X X X X Drill up/drill downs X X X X X X X Variable Support X Layout Calculations (Param. headers) X Complex nesting and row selection X X X Intersections/Tuples X X X X Expand-Collapse built-in X Copyright 2014Senturus, Inc. All Rights Reserved

29. QUERYSUPPORT* Query Studio Analysis Studio Powerplay & PowerPlay Studio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Query Support Supports Multiple Queries X X X** Supports Joins X X Supports Unions X X Supports Excepts X X Supports Outer Joins X Supports Member Sets X Supports MDX Functions X X X X Can “link”Dimensional and Relational Data X X NOTES: * Without the need to modify the FM Model ** With certain limitations on how the queries relate to each other Copyright 2014Senturus, Inc. All Rights Reserved

30. PROMPTING Query Studio Analysis Studio Powerplay & PowerPlay Studio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Prompting Basic Prompting X X X X* X X Controlled Filtering & Sorting (on the fly) X Cascading Prompts X Cognos Prompt API X Prompting Page design X Copyright 2014Senturus, Inc. All Rights Reserved NOTE: * Via initial prompt and/or “controls”

31. REPORTFORMATTING& OUTPUTS Query Studio Analysis Studio Powerplay& PowerPlayStudio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Report Formatting Blocks & Tables (for layout control X X X Box Type X X X Background Effects X X X Alignment X X X X X X X Size and Overflow X X X Conditional Styles X X X X Advanced Conditional Styles X X Data Formatting X X X X X X X Multiple Tabs X X X X Multiple Pages (Report Books) X Report Outputs HTML X X X X X PDf X X X X X Excel X X X X X CSV X X X X X MHT X X

32. PRINTING, DISTRIBUTION& SECURITY Query Studio Analysis Studio Powerplay& PowerPlayStudio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Printing & Distribution Page layout control X* X X Multi-object page printing X Single Frame printing only X X X X X X Bursting X X Saved Prompt Values X X X Result set size constraints X Security Supports row-level security in FM Model X X X Supports row-level security in Cubes X X X* X X Supports portal/folder security X X X X X X X Interactive report can be emailed… X Copyright 2014Senturus, Inc. All Rights Reserved NOTE: * Limited -via PowerplayReporter mode

33. LICENSINGCONSIDERATIONS Query Studio Analysis Studio Powerplay & PowerPlay Studio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Licensing Considerations Minimum Role required (for development) Adv. Business Author Adv. Business Author Adv. Business Author Professional Professional Enhanced Consumer Adv. Business Author Minimum Role required (for consumption) Adv. Business Author Adv. Business Author Adv. Business Author Enhanced Consumer Enhanced Consumer Enhanced Consumer Adv. Business Author Copyright 2014Senturus, Inc. All Rights Reserved

34. EASE-OF-USE& DEVELOPMENTSPEED* Query Studio Analysis Studio Powerplay & PowerPlay Studio Report Studio Active Reports (Develop with RS) Cognos Workspace (Standard) Cognos Workspace Advanced Licensing Considerations Ease-of-use (scale: 1-5, where 5 is most difficult) 1 2 3 4 5 1 2-3 Development Speed (scale: 1-5, where 1 is fastest) 1 1 3 3 5 1 2 * JP’s unscientific opinions Copyright 2014Senturus, Inc. All Rights Reserved

35. •Remember that many tools to export to Report Studio for further enhancement, but only CWA can re-import modified reports •Write-back capability not included (only available in Cognos Insight & TM1) •Use Event Studio (for advanced report scheduling & delivery control) OTHERCONSIDERATIONS… 35 Copyright 2014 Senturus, Inc. All Rights Reserved

36. HOWSHOULDYOUSTAGEYOURDIMENSIONALDATA? Cognos OLAP Roadmap

38. IBM COGNOSOLAP ROADMAP IBM Cognos TM1 Optimal for write-back, what-if analysis, planning and budgeting, or other specialized applications. Is able to handle medium data volumes. Aggregation occurs on the fly, which can impact performance with high data and high user volumes. IBM Cognos Dynamic Cubes Optimal for read-only reporting and analytics over large data volumes. Aggregate-aware, with extensive in-memory caching for performance. Star or snowflake schema required in underlying database (highly recommended to maximize performance). IBM Cognos PowerCubes Optimal to provide consistent interactive analysis experience to large number of users when the data source is an operational/transactional system, and a star or snowflake data structure cannot be achieved. Cube (MOLAP) architecture that includes pre-aggregation is such that scalability requires careful management using cube groups. Data latency is inherent with any MOLAP cube technology, where data movement into the cube is required. Dimensionally Modeled Relational (DMR) Optimal to easily create a dimensional data exploration experience over low data volumes in an operational/transactional system, and where latency needs to be carefully managed. Caching on the Cognos Dynamic Query server helps performance. Processing associated with operational/transactional system impacts performance. * Source: IBM Cognos PowerplayFAQ-2012 (http://public.dhe.ibm.com/software/analytics/cognos/support/en/migration/PP_FAQ_2012.pdf)

39. RECREATINGEXISTINGPOWERPLAYREPORTSUSINGCOGNOSWORKSPACEADVANCED DEMO

41. A FEWDECISION-MAKINGTIPS Carefully evaluate your expected uses •Especially mobile use and delivery Seriously consider Cognos Workspace Advanced •Especially before deploying Analysis Studio If interactive mobile is important, look at Active Reports •But beware of significantly more effort Mock up Active Reports before starting development QS and CWA work well for quick research and validating Make full use of the ability to shift reports between of Report Studio and other tools Push logic and relationships “upstream” into the FM model & Mart(s), instead of relying on report tools (Self-service BI) Copyright 2014 Senturus, Inc. All Rights Reserved

42. FROMIBM ANDSENTURUS ADDITIONALRESOURCES

43. •IBM Compatibility Reports –http://publib.boulder.ibm.com/infocenter/prodguid/v1r0/clarity- reports/report/html/prereqsForProduct?deliverableId=1330380859450 –http://publib.boulder.ibm.com/infocenter/prodguid/v1r0/clarity- reports/report/html/osForProduct?deliverableId=1330380859450 •IBM Cognos Cookbooks –http://www.ibm.com/developerworks/data/library/cognos/reporting/active_report/page593.html •Senturus.com –http://senturus.com/resources/ –jpeterson@senturus.comor jfrazier@senturus.com ADDITIONALRESOURCES 43 Copyright 2014Senturus, Inc. All Rights Reserved