Integrating IBM Cognos 10 into Microsoft Office

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Learn to integrate Cognos BI platform directly with your Microsoft Office tools. View the webinar recording and download this deck: http://www.senturus.com/resources/integrating-ibm-cognos-data-into-ms-office/.

IBM Cognos for Microsoft Office allows you to embed any report object, such as a chart or cross tab directly in an MS Office document, presentation or workbook. During this webinar, we explained these two products, their cost, when it makes sense to use them and we share tips and tricks. You'll see demos and interview a CAFE user, Elcenora Martinez of Host Hotels.

Senturus, a business analytics consulting firm, has a resource library with hundreds of free recorded webinars, trainings, demos and unbiased product reviews. Take a look and share them with your colleagues and friends: http://www.senturus.com/resources/.

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Integrating IBM Cognos 10 into Microsoft Office

  1. 1. 1 Helping Companies Learn From the Past, Manage the Present and Shape the Future IBM Cognos 10 and Microsoft Office Integration August 1, 2013 www.senturus.com
  2. 2. 2 This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  3. 3. 3 • Welcome and Introduction • What is IBM Cognos for Microsoft Office? • What is Cognos Analysis For Excel (CAFÉ)? • CAFÉ best practices and tips & tricks • What does it cost, how do we license this? • Embedding Cognos Report Objects into a PowerPoint Demonstration • Free-form analytics with CAFÉ Demonstration • Real-world use case interview with HOST Hotels • Upcoming Senturus Training • Q & A Today’s Agenda
  4. 4. 4 Introduction: Today’s Presenters Albert Valdez Director of Education Services Senturus Jim Frazier VP Sales Senturus Elcenora Martinez Senior Director, Business Intelligence Host Hotels Greg Herrera President & Co-Founder Senturus
  5. 5. 5 Who is Senturus ? • Consulting firm specializing in Corporate Performance Management – Business Intelligence • Predictive Analytics – Tools of the Office of Finance • Enterprise planning & budgeting – San Francisco Business Times Hall of Fame -- Four consecutive years in Fast 100 list of fastest-growing private companies in the Bay Area • Experience – 13-year focus on performance management – More than 1,200 projects for 650+ clients • People – Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors... – DBAs with MBAs www.Senturus.com 888.601.6010 info@senturus.com
  6. 6. 6 A few of our 700+ Clients
  7. 7. 7 IBM Cognos 10 and MS Office Overview
  8. 8. 8 Typical Pain Points for Business Analysts • Manually exporting data from Cognos to Excel is a low- value activity • So, why do we do it? • Most business analysts are very familiar with the MS Office suite of tools • Office tools allow us to do things that do not seem possible from within the IBM Cognos suite • Cell-based expressions, vLookup, pivot tables, etc. • Integrating data from Cognos with other data objects and sources for final presentation • Deliver to recipients in a familiar format
  9. 9. 9 A Day in the Life • A Case for CAFÉ: • Extract enterprise data from IBM Cognos, Export to Excel • Copy to master workbook • Perform necessary calculations and other operations to get the data in shape for final analysis and distribution • A Case for IBM Cognos for MS Office: • Run standard IBM Cognos report • Export to Excel and/or copy report object into Presentation or Document • Update final deck or document for distribution • Rinse, repeat (daily, monthly, quarterly…)
  10. 10. 10 Haven’t We Been Here Before? • Absolutely! Business Intelligence platforms have been helping us shift away from desktop tools for the past 10+ years • Centralized data sources, single version of the truth, consistent business logic, robust infrastructure – all good things • BUT, the desktop is still crucial • Familiar tools, ubiquity, ability to easily integrate various, personal data sources • Business Analytics vendors have adapted to this reality, and the tools have improved, giving us the best of both worlds
  11. 11. 11 Why Have I Never Heard of These Tools? • Conflicting messages around the need for trusted, centralized data • Years of the move away from the desktop • Early releases had low adoption, little support, and typical early version issues, however… • We see the tools reaching a level of maturity • Acceptance of the fact that Enterprise Analytics and the Desktop need to play nicely together
  12. 12. 12 License Pricing • CAFÉ can be licensed on an Authorized User or Processor Basis • $918/ Authorized User or $830/PVU • volume discounts may apply • IBM Cognos for Microsoft Office is available to all users licensed Consumer or above • Contact us at info@senturus.com to get answers to any of your Cognos Licensing Questions
  13. 13. 13 Cognos Analysis for Excel(Cafe) Tips & Tricks • When CAFÉ makes sense: • Performing spreadsheet analysis that uses data from one ore more sources where the data need to be updated routinely • Integrating data from multiple sources • You need to perform complex calculations that cannot be performed from within the IBM Cognos Studios • When to stick with the IBM Cognos Studios: • If you want to perform dynamic data exploration, look at PowerPlay Studio/Client, or Cognos Workspace Advanced! • If you need dynamic prompting, drill-through, automated delivery, dynamic alerts – consider Report Studio or CWA
  14. 14. 14 Cognos Analysis for Excel(Cafe) Tips & Tricks • Cube data is retrieved by creating COGVAL formula which is made up of a series of arguments • Each argument is the equivalent of a Dimension or Measure in a Cognos Cube • Arguments are dragged and dropped into Excel and appear as a COGNAME formula • Syntax Matters!
  15. 15. 15 Cognos Analysis for Excel(Cafe) Tips & Tricks • The first 2 components of a COGVAL formula MUST be: • System Name • Package Name • After 1 & 2, the user can choose the order of COGVAL arguments • Best Practice – be consistent with the order of the additional arguments and consider the context of ALL the dimensions that may impact your result • All Components of any COGVAL formula must be from the same Cube
  16. 16. 16 Cognos Analysis for Excel(Cafe) Tips & Tricks • Calculations: • Do not create a formula in a cell containing a COGVAL • Make sure all cell references in your COGVAL formula point to cells with COGNAMEs • Use color shading to identify which rows/columns are calculations as opposed to COGVALs • Common Formula Errors: • Missing System or Package Name (#ERR_INVALID_MEMBER) • Missing one key argument • Be aware, the COGVAL formula will still return a value, but it will be incorrect
  17. 17. 17 Cognos Analysis for Excel(Cafe) Tips & Tricks • Best Practice – try to only use Absolute Reference for System and Package Name • Use Mixed References for columns or rows that you want to maintain when copying a COGVAL formula in your worksheet • Data is not updated automatically when opening an Excel document with CAFÉ links – you must click the Refresh tool • BEST PRACTICE: do not insert or delete rows or columns when connected to the Cognos server otherwise your entire worksheet will return #ERR_INVALID_MEMBER
  18. 18. 18 This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  19. 19. 19 IBM Cognos 10 and MS Office Integration Demonstrations
  20. 20. 20 Demonstrations: 1. Embedding IBM Cognos Report Objects in MS Office 2. Using CAFÉ for free-form analytics IBM Cognos 10 and MS Office Integration
  21. 21. 21 • Welcome and Introduction • What is IBM Cognos for Microsoft Office? • What is Cognos Analysis For Excel (CAFÉ)? • CAFÉ best practices and tips & tricks • What does it cost, how do we license this? • Embedding Cognos Report Objects into a PowerPoint Demonstration • Free-form analytics with CAFÉ Demonstration • Real-world use case interview with HOST Hotels • Upcoming Senturus Training • Q & A Today’s Agenda
  22. 22. 22 Elcenora Martinez Senior Director, Business Intelligence Host Hotels Interview with Host Hotels
  23. 23. 23 Cognos Training Options *Custom, tailored training also available*
  24. 24. 24 Cognos Training Options • Looking to migrate users from PowerPlay Client? Talk to the experts! • We have added several dates for nearly every course to allow more flexibility and fit your schedule • Interested in a private training engagement? – Give Senturus a chance to deliver a tailored training solution – you wont’ be sorry!
  25. 25. 25 • Welcome and Introduction • What is IBM Cognos for Microsoft Office? • What is Cognos Analysis For Excel (CAFÉ)? • CAFÉ best practices and tips & tricks • What does it cost, how do we license this? • Embedding Cognos Report Objects into a PowerPoint Demonstration • Free-form analytics with CAFÉ Demonstration • Real-world use case interview with HOST Hotels • Upcoming Senturus Training • Q & A Today’s Agenda
  26. 26. 26 This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com The Senturus library has over 90 other recorded webinars, whitepapers, and demonstrations on assorted business intelligence topics which may interest you. Go to the recorded resources
  27. 27. 27 Helping Companies Learn From the Past, Manage the Present and Shape the Futurewww.senturus.com 888-601-6010 info@senturus.com Copyright 2013 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc.
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