Introduction to Self-Service Dashboarding and Report Authoring: Leveraging IBM Cognos 10 Workspace and Report Studio
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Learn to use report authoring tools such as: Workspace, Workspace Advanced, and Report Studio using Cognos BI. View the webinar video recording and download this deck: http://www.senturus.com/resource-video/introduction-self-service-dashboarding/?rId=3390. We touch on the role of the advanced report author to illustrate the limitless potential of the IBM Cognos 10 platform for delivering professional reports. The following demo are featured: 1) Viewing and interacting with multiple data visualizations, 2) Simple filtering through self-selected values to focus on specific data and provide better insights, 3) Easy double-click functionalities to drill down into details on specific data points, 4) Self-managing desired changes from one chart type to another, including data point color schemes, 5) Analyzing data on a deeper level through improved “Do More...” actions with advanced feature options, 6) Dropping additional dimensions into dashboards, 7) Building a report from scratch as a business author, starting with Workspace Advanced (using a crosstab report as an example), 8) Ad-hoc experience that provides ability to see selected report dimensions and measures to build and visualize in real-time as one fluid experience, 9) Dragging and dropping columns of data, 10) Easy toolbar short cuts for quick data formatting, 11) Data exploration functionalities with Workspace and Workspace Advanced, such as drilling up, drilling down and replacing data, 12) Moving report draft from Workspace Advanced into Report Studio for additional content development with more sophisticated options, including visualizations within tables in Report Studio, 13) Adding value prompts through the Report Studio Prompt Wizard to drive context filtering, 14) Using padding within Report Studio to provide adequate spacing between objects and 15) Adding drilling up and drilling down options to reports. 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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Introduction to Self-Service Dashboarding and Report Authoring: Leveraging IBM Cognos 10 Workspace and Report Studio
- 1. Leveraging IBM Cognos 10 Workspace and Report Studio INTRODUCTION TO SELF-SERVICE DASHBOARDING AND REPORT AUTHORING
- 2. • Welcome and Introduction • Upcoming Licensing Changes • Visual Data Discovery Overview • Analysis through Visualization with Cognos Workspace • Self-service Analysis within the Interactive Dashboard • Extending the Consumer role with the power of Self- service Authoring • Developing sophisticated Reports with Report Studio • More Resources - *Special Offers! • Q&A AGENDA Copyright 2014 Senturus, Inc. All Rights Reserved
- 3. Greg Herrera President & Co-Founder Senturus Introduction: Today’s Presenters Copyright 2014 Senturus, Inc. All Rights Reserved 3 Albert Valdez Vice President of Learning Solutions Senturus Jim Frazier Vice President of Client Solutions Senturus
- 4. This slide deck is part of the “Introduction to Self- Service Dashboarding and Report Authoring” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/introduction-self-service- dashboarding-report-authoring/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear the Recording 4Copyright 2014 Senturus, Inc. All Rights Reserved
- 5. 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/ 5Copyright 2014 Senturus, Inc. All Rights Reserved
- 6. Who we are SENTURUS INTRODUCTION
- 7. This slide deck is part of the “Introduction to Self- Service Dashboarding and Report Authoring” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/introduction-self-service- dashboarding-report-authoring/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear the Recording 7Copyright 2014 Senturus, Inc. All Rights Reserved
- 8. Senturus: Business Analytics Consultants 8Copyright 2014 Senturus, Inc. All Rights Reserved Business Intelligence Enterprise Planning Predictive Analytics Our Team: Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors
- 9. 750+ Clients, 1400+ Projects, 14 Years 9Copyright 2014 Senturus, Inc. All Rights Reserved
- 10. • Former Head of BI/ Lead Architect – VISA • Former BI Architect – Jamba Juice • Former Head of BI – Dole • Former Chief BI Architect – Cisco • Former Head of BI – Experian • Former Head of BI – Robert Half International • Former Head of Training (IBM Cognos, Southern California) • Former Controller – The GAP • Two former CFO’s • Several former Vice Presidents of Marketing • Several former COO’s • Several Former CIO’s • Former Partner - PWC ($50million+ projects) • Average experience = over 20 years A Few of Our Team Members (former roles) Deep & Pragmatic Experience Copyright 2014 Senturus, Inc. All Rights Reserved. 10
- 11. IBM LICENSING CHANGES 11Copyright 2014 Senturus, Inc. All Rights Reserved
- 12. • Simplified pricing and licensing for BI. • Make it easier for existing customers to get new C10 capabilities. Objectives of the New Model 12Copyright 2014 Senturus, Inc. All Rights Reserved Deliver more capability at a lower cost of ownership Require ZERO trade ups - automated moves to new entitlements Simplify the roles you need to manage Introducing a new competitive advantage: Forward Looking BI (SPSS) Analytics for Everyone Reduced Administration Immediate Value Understand-Predict-Act
- 13. NEW COGNOS BI USER ROLES 13Copyright 2014 Senturus, Inc. All Rights Reserved BI Analytics Administrator $ 15,100 AU BI Analytic Explorer Administration Performance Tuning SDK BI Patterns (incl. with 10.2.2) Information Distribution $ 500 PVU Non-prompted static reports via the web or mobile consumption. Incl. push and pull capability as well as point in time data Active Report Consumption IT Based RoleConsumption LOB User Roles AU= Authorized User PVU = Processer Value Unit All Prices are in USD Forward Looking Analytics Architect $ 19,900 AU BI Analytic Administrator IBM Cognos Analytic Server (ICAS) 400 PVU SPSS Modeler (limiteduse BI) FLBI Role Least Powerful Most Powerful BI Analytics User $ 1,350 AU $ 1,770 PVU Cognos Workspace Advanced Cognos Workspace Cognos Insight Mobile Cognos BI for MS Office Legacy Studios Report Studio Event Studio Query Studio Analysis Studio BI Analytics Explorer $ 2,500 AU $ 3,220 PVU BI Analytic User Framework Manager Transformer CAFÉ ICAS Write-back
- 14. No Trade Ups: Automated Moves to New Entitlements 14Copyright 2014 Senturus, Inc. All Rights Reserved • Customers will not need to pay additional license costs. • In Passport Advantage, this will be referred to as a product evolution. • Roles will be automatically adjusted in systems one for one to their new entitlement. • Subscription and support costs will be calculated based on the previous year paid. • Customers must be current on S&S or they will need to re-instate on the new license model. • Let us know if you have questions about roles that are not automatically migrated. Advanced Business Author ProfessionalAuthor Enhanced Consumer Business Analyst Business Author Recipient/ Active Report Recipient/Mobile Consumer Administrator Analytic User Analytic Administrator Information Distribution (PVU only) Professional Remote Recipient Analytic Explorer BI Architect BI User Source: IBM
- 15. WHAT IS IT, AND WHY IS IT IMPORTANT? VISUAL DATA DISCOVERY
- 16. This slide deck is part of the “Introduction to Self- Service Dashboarding and Report Authoring” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/introduction-self-service- dashboarding-report-authoring/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear the Recording 16Copyright 2014 Senturus, Inc. All Rights Reserved
- 17. • Charts & Graphs? – Well, that’s a start. We’ve had the ability to present information graphically for decades, so what’s the big deal? • Visualization gives meaning to the data, allowing humans to more quickly and effectively glean insight from the information • This makes the data more valuable, increasing time to decision • As the availability and volume of data grow, so does the demand on knowledge workers to assemble, interpret, and deliver that information in a meaningful way, SO… • How should we do it??? VISUAL DATA DISCOVERY
- 18. • Delivering more information in traditional formats will overwhelm decision makers – Granular detail is typically not a useful way to gain insight into key performance indicators – Massive amounts of tabular data do not tell a story, analysts are saturated with numbers while lacking an understanding of their impact • Well-designed visual representations of the same information can trigger a visceral response that drives us to ACT! • So, how do we get to the right level of Visualization versus traditional Charts & Graphs? VISUAL DATA DISCOVERY VS. TRADITIONAL REPORTING
- 19. • Leverage modern display families: – Tree Maps, Heat Maps, Network Diagrams, Waterfall, Bullet Charts, Tag Cloud, Box Plot • Make the displays Interactive – Ability to slice and dice data by one or more additional dimension, or attribute, should be built-in and intuitive – Ability to drill-down to detail – Some level of Filtering and Calculating should be embedded • Integrate Visualization across all levels of users – Dashboards for Consumers – Self-service Authoring for Analysts – Professional Authoring for BI Professionals VISUAL DATA DISCOVERY VS. TRADITIONAL CHARTS
- 20. 1. Purpose – This is the specification for your entire effort. It defines what success means and how to get there, usually in the form of what knowledge you are trying to communicate. 2. Content – The data and relationships that are represented in your visualization. 3. Structure – The physical layout of your visualization. It may be a line graph, scatterplot, entity relationship diagram, histogram, map, or any other spatial representation of your content. The appropriate structure is informed by your purpose, and by the content you’ve selected to convey this knowledge. 4. Formatting – All of the other visual treatments that go into your visualization. This includes both non-spatial visual encodings of the data (size, shape, color, texture, arrows, boxes, etc.), and all of the supporting labels, axes, grid lines, highlights, notes, etc. FOUR PILLARS FOR SUCCESSFUL VISUALIZATION Courtesy: Noah Illiinsky, from: http://www-958.ibm.com/software/analytics/labs/manyeyes/#article=200060
- 21. WHICH OF THE BELOW IS MORE EFFECTIVE?
- 22. CONSUME PRE-EXISTING CONTENT IN A PERSONAL DASHBOARD EXPLORE DATA AND EXTEND YOUR ANALYSIS CREATE YOUR OWN REPORTS DEMONSTRATION
- 23. This slide deck is part of the “Introduction to Self- Service Dashboarding and Report Authoring” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/introduction-self-service- dashboarding-report-authoring/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear the Recording 23Copyright 2014 Senturus, Inc. All Rights Reserved
- 24. The following demonstrations are featured in this webinar: • Viewing and interacting with multiple data visualizations • Simple filtering through self-selected values to focus on specific data and provide better insights • Easy double-click functionalities to drill down into details on specific data points • Self-managing desired changes from one chart type to another, including data point color schemes Demonstrations 24Copyright 2014 Senturus, Inc. All Rights Reserved
- 25. The following demonstrations are featured in this webinar: • Slicing and dicing data on a deeper level through improved “Do More...” actions with advanced feature options • Dropping additional dimensions into dashboards • Building a report from scratch as a business author, starting with Workspace Advanced (using a Crosstab report as an example) • Ad-hoc experience that provides ability to see selected report dimensions and measures in order to build and visualize in real-time as one fluid experience Demonstrations 25Copyright 2014 Senturus, Inc. All Rights Reserved
- 26. The following demonstrations are featured in this webinar: • Dragging and dropping columns of data • Easy toolbar short cuts for quick data formatting • Data exploration functionalities with Workspace and Workspace Advanced, such as drilling up, drilling down, and replacing data • Moving report draft from Workspace Advanced into Report Studio for additional content development with more sophisticated options, including visualizations within tables in Report Studio Demonstrations 26Copyright 2014 Senturus, Inc. All Rights Reserved
- 27. The following demonstrations are featured in this webinar: • Adding value prompts through the Report Studio Prompt Wizard to drive context filtering • Using padding within Report Studio to provide adequate spacing between objects • Adding drilling up and drilling down options to reports Demonstrations 27Copyright 2014 Senturus, Inc. All Rights Reserved
- 29. • On the Web: – Check out our Resources Library: http://www.senturus.com/resources/ – IBM AnalyticsZone: http://www.analyticszone.com – Download Extensible Visualizations – Review Best Practices – Join the Community! – Really Cool, Real life examples! – http://www-958.ibm.com/software/data/cognos/manyeyes/ • In the Classroom: – Learn how to leverage Cognos Workspace, Cognos Workspace Advanced, and Report Studio • In real life! – Join or start a User Group! ADDITIONAL RESOURCES
- 30. www.senturus.com Upcoming Events 30Copyright 2014 Senturus, Inc. All Rights Reserved
- 31. *Custom, tailored training also available* Cognos Training Options Copyright 2014 Senturus, Inc. All Rights Reserved 31
- 32. • Report Studio Authoring Beginning & Intermediate – Sept 23-24 and Oct 22-23 • Report Studio Authoring Advanced – Sept 25 and Oct 24 • Report Studio Authoring Expert – Sept 26 and Oct 29 • Workspace Advanced Self-Service Relational Authoring and Dashboarding – Oct 2 and Oct 27 • Workspace Advanced Self-Service OLAP Data Exploration – Oct 3 and Oct 28 Upcoming Report Authoring Classes 32Copyright 2014 Senturus, Inc. All Rights Reserved
- 33. Coupon Code: SENTURUSWEBINAR0914 • Any Senturus Live, Online Training Course • First ten people to use it • Expires December 31, 2014 Special Offer: $50 off Training 33Copyright 2014 Senturus, Inc. All Rights Reserved.
- 34. This slide deck is part of the “Introduction to Self- Service Dashboarding and Report Authoring” recorded webinar. To view the FREE recording of the entire presentation and download the slide deck, go to: www.senturus.com/resources/introduction-self-service- dashboarding-report-authoring/ Senturus’ comprehensive library of recorded webinars, demos, white papers, presentations and case studies is available on our website: www.senturus.com Hear the Recording 34Copyright 2014 Senturus, Inc. All Rights Reserved
- 35. Thank You! www.senturus.com 888-601-6010 info@senturus.com Copyright 2014 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc.