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Accelerate Report Migrations from
Cognos to Power BI & Tableau
2
3
Hundreds of resources
Visit the Resource Library
on the Senturus website
to download this presentation
and explore other assets:
senturus.com/resources
3
4
Introductions
Steve Reed-Pitman
4
Practice Lead Installations, Upgrades
and Optimization
Senturus, Inc.
Todd Schuman
Director of Enterprise Architecture
and Engineering
Senturus, Inc.
Agenda
• Introductions
• Report migration process
• Current inventory process
• Assess models
• Assess reports
• A better way?
• Live demo
• Senturus overview
• Additional resources
5
Enjoy the full webinar presentation
This slide deck is from the webinar Accelerate Report
Migrations from Cognos to Power BI & Tableau
To view the FREE video recording and download this deck,
go to https://senturus.com/resources/accelerate-report-
migrations-from-cognos-to-power-bi-tableau/
6
Migration process
7
Sample scenario
8
•Run audit report to identify “most
used reports”
•Get “essential” reports into new
BI tool
•Locate reports
•Identify packages used for report
•Open/edit report to capture
report specs
Page Object Data Item Path
Page 1 List Customer Name [Sales Query].[Customers].[Customer Name]
Page 1 List Quantity Sold [Sales Query].[Sales].[Quantity]
Page 1 List Revenue [Sales Query].[Sales].[Revenue]
Page 1 List Year [Sales Query].[Time].[Year]
Page 1 List Month [Sales Query].[Time].[Month]
Page 1 List Sales Rep [Sales Query].[Sales Rep].[Sales Rep]
Page 1 List Region [Sales Query].[Region].[Sales Region]
Page 2 Crosstab Year [Sales Query].[Time].[Year]
Page 2 Crosstab Customer Name [Sales Query].[Customers].[Customer Name]
Report Name:
Location:
Package Name:
Package Location:
Top Customers
Team ContentReportsCustomers
Customers
Team ContentPackages
9
Migration process
Create model
• Tables
• Joins
• Calculations
• Filters
• Business logic
• Business terminology
Create report/dashboard
• Pages
• Layout
• Data containers
• Queries
• Filters
• Calculations
9
Inventory: assess
current model
10
FM model
11
• Multiple layers
• Namespaces
• Data sources
• Parameter maps
• Packages
FM SQL and table relationships
12
• Physical database
table names
• Relationships to other
tables
• Join keys
Inventory: assess
current reports
13
Report layout
14
• Pages
• Queries
• Classes
• Variables
Report page
15
• Multiple pages
• Multiple objects per
page
• Lists
• Crosstabs
• Visualizations
• Maps
Query page
16
• Multiple
• Data/query items
• Calculations
• Aggregations
Data items
17
• [Namespace]
• .[Query subject]
• .[Query item path]
• Calculations
• Functions
Query filters
18
• Filter objects in query
• Filter directly from the
package/model
• Hard coded or parameters
A better way?
19
What if?
20
• Report path location
• Summarized view of
each report
• Number of pages
• Objects on pages
• What query is being
referenced
• Query overview
• Full [Namespace].[Query Subject].[Query Item] Path
• Aggregation property
• Filter details
• Data item lineage
•Presentation to database layer details
What if?
21
• Minimum tables
Required to rebuild
reports
• Details on table
relations found in
the FM model
• Skip/eliminate the extra objects in the model
22
Quickly recreate reports
22
Demo
23
See demo
To view the video recording and download the slide
deck go to https://senturus.com/resources/accelerate-
report-migrations-from-cognos-to-power-bi-tableau/
Visit our website to access our library of free BI
knowledge resources including events, blogs, demos,
whitepapers, other on-demand webinars and our
dashboard gallery https://senturus.com/senturus-
resources/
24
Answers to participant questions
25
Accelerate report migrations from Cognos
to Power BI & Tableau
26
Q: Would you recommend we import tables depending on what the report
needs rather than trying to build a generic data set that multiple reports
can use?
A: This depends on how broadly the query subjects in your existing model are
used by the reports that you wish to migrate. We often see complex, "kitchen-
sink" models in Cognos that have evolved over many years, where only a small
portion of the model is currently used for a collection of reports. In such cases, a
more agile, iterative approach can give you quicker migration results by starting
with only a subset of the tables from the existing model and then building on
that over time.
Accelerate report migrations from Cognos
to Power BI & Tableau
27
Q: How easy is it to set up Report Insights? Are there best practices to
determine which reports are best to migrate to another system like
Tableau?
A: Setup of Report Insights is performed by a Senturus consultant in
collaboration with an administrator of your environment. Determining which
reports are best suited for migration to a platform depends on the structure and
complexity of the existing reports and underlying data. Unfortunately, there is no
one-size-fits-all approach to this analysis.
Q: Is Senturus Report Insights free?
A: No. Report Insights is currently available as part of our migration kickstart
engagement and for larger, custom projects.
Accelerate report migrations from Cognos
to Power BI & Tableau
28
Q: How is the Cognos report generated in the demo?
A: The report is generated using our proprietary Report Insights database and a
custom Cognos data module. We extract and analyze the underlying source
data from the Cognos content store.
Q: Does Senturus Report Insights automatically convert to Cognos
reports to Power BI reports?
A: No. Report Insights provides a summary of the information that is needed to
create an equivalent Power BI Report, but automatic conversion isn't available
due to the complexity of feature-set differences and the closed/proprietary
nature of PBIX files vs. the open XML schema used by Cognos reports.
Accelerate report migrations from Cognos
to Power BI & Tableau
29
Q: Does the Senturus Report Insights work with Active Reports?
A: Report Insights doesn't include specialized support for Active Reports
objects; however, it can still analyze and summarize the queries and underlying
logic for any standard Cognos report object that is used within an Active Report.
Q: Does the Senturus Report Insights show calcs/logic on columns
including complex if then else statements?
A: Report Insights shows details of calcs/logic and if-then-else statements for
data items within reports; however, it does not currently show calcs/logic
embedded within the underlying Framework Manager model.
Q: How are Cognos reports with prompt pages handled in Power BI during
conversion?
A: Power BI recently rolled out additional bursting capabilities.
Accelerate report migrations from Cognos
to Power BI & Tableau
30
Q: Is it possible to schedule reports to run from Power BI and email them
out to users?
A: Microsoft just rolled out new bursting functionality. You can talk to one of our
Microsoft consultants to outline the distribution options with Power BI. Our
phone number is 800 601 6010 ext. 1.
Q: Can we run the Senturus Report Insights ourselves?
A: Setup of Report Insights is performed by a Senturus consultant in
collaboration with an administrator of your environment. After the initial setup is
complete and the insights database has been populated, you can run the tool to
explore the reports of your choice.
Migration Kickstart
• Collaborative engagement starting at two days
• Leverage Report Insights against all the reports within
one Cognos package
• Assistance with report creation on the target platform
based on Report Insights output
• Includes software setup, consulting and mentoring
31
The authority in
business intelligence
Exclusively focused on BI,
Senturus is unrivaled in its
expertise across the BI stack.
32
Decisions and actionsBusiness needs
Bridging the data and decisioning
gap
33
Analysis-ready data
Full spectrum BI services
•Dashboards, reporting and visualizations
•Data preparation and modern data warehousing
•Hybrid BI environments (migrations, security, etc.)
•Software to enable bimodal BI and platform migrations
•BI support retainer (expertise on demand)
•Training and mentoring
34
Senturus Analytics Connector
•Lets Power BI and Tableau tap directly into the data in
Cognos
•Perfect for bi-modal and transitional environments
•https://senturus.com/products/analytics-connector/
35
A long, strong history of success
•19+ years
•1300+ clients
•2500+ projects
36
Expand your
knowledge
37
Find more resources
on the Senturus website:
senturus.com/senturus-resources
Upcoming events
•Accelerating Deployment of Power BI Datasets & Reports
•Can Microsoft’s new deployment pipeline feature help?
•Thursday, Aug 27, 2020, 11am PT/2pm ET
38
Complete BI training
39
Instructor-led online courses Self-paced learning
MentoringTailored group sessions
Additional resources
40
Insider viewpointsTechnical tipsUnbiased product reviews
Product demos Upcoming eventsMore on this subject
© 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc.
www.senturus.com 888 601 6010 info@senturus.com
Thank You

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Accelerate Report Migrations from Cognos Power BI & Tableau

  • 1. Accelerate Report Migrations from Cognos to Power BI & Tableau 2
  • 2. 3 Hundreds of resources Visit the Resource Library on the Senturus website to download this presentation and explore other assets: senturus.com/resources 3
  • 3. 4 Introductions Steve Reed-Pitman 4 Practice Lead Installations, Upgrades and Optimization Senturus, Inc. Todd Schuman Director of Enterprise Architecture and Engineering Senturus, Inc.
  • 4. Agenda • Introductions • Report migration process • Current inventory process • Assess models • Assess reports • A better way? • Live demo • Senturus overview • Additional resources 5
  • 5. Enjoy the full webinar presentation This slide deck is from the webinar Accelerate Report Migrations from Cognos to Power BI & Tableau To view the FREE video recording and download this deck, go to https://senturus.com/resources/accelerate-report- migrations-from-cognos-to-power-bi-tableau/ 6
  • 7. Sample scenario 8 •Run audit report to identify “most used reports” •Get “essential” reports into new BI tool •Locate reports •Identify packages used for report •Open/edit report to capture report specs Page Object Data Item Path Page 1 List Customer Name [Sales Query].[Customers].[Customer Name] Page 1 List Quantity Sold [Sales Query].[Sales].[Quantity] Page 1 List Revenue [Sales Query].[Sales].[Revenue] Page 1 List Year [Sales Query].[Time].[Year] Page 1 List Month [Sales Query].[Time].[Month] Page 1 List Sales Rep [Sales Query].[Sales Rep].[Sales Rep] Page 1 List Region [Sales Query].[Region].[Sales Region] Page 2 Crosstab Year [Sales Query].[Time].[Year] Page 2 Crosstab Customer Name [Sales Query].[Customers].[Customer Name] Report Name: Location: Package Name: Package Location: Top Customers Team ContentReportsCustomers Customers Team ContentPackages
  • 8. 9 Migration process Create model • Tables • Joins • Calculations • Filters • Business logic • Business terminology Create report/dashboard • Pages • Layout • Data containers • Queries • Filters • Calculations 9
  • 10. FM model 11 • Multiple layers • Namespaces • Data sources • Parameter maps • Packages
  • 11. FM SQL and table relationships 12 • Physical database table names • Relationships to other tables • Join keys
  • 13. Report layout 14 • Pages • Queries • Classes • Variables
  • 14. Report page 15 • Multiple pages • Multiple objects per page • Lists • Crosstabs • Visualizations • Maps
  • 15. Query page 16 • Multiple • Data/query items • Calculations • Aggregations
  • 16. Data items 17 • [Namespace] • .[Query subject] • .[Query item path] • Calculations • Functions
  • 17. Query filters 18 • Filter objects in query • Filter directly from the package/model • Hard coded or parameters
  • 19. What if? 20 • Report path location • Summarized view of each report • Number of pages • Objects on pages • What query is being referenced • Query overview • Full [Namespace].[Query Subject].[Query Item] Path • Aggregation property • Filter details • Data item lineage •Presentation to database layer details
  • 20. What if? 21 • Minimum tables Required to rebuild reports • Details on table relations found in the FM model • Skip/eliminate the extra objects in the model
  • 23. See demo To view the video recording and download the slide deck go to https://senturus.com/resources/accelerate- report-migrations-from-cognos-to-power-bi-tableau/ Visit our website to access our library of free BI knowledge resources including events, blogs, demos, whitepapers, other on-demand webinars and our dashboard gallery https://senturus.com/senturus- resources/ 24
  • 24. Answers to participant questions 25
  • 25. Accelerate report migrations from Cognos to Power BI & Tableau 26 Q: Would you recommend we import tables depending on what the report needs rather than trying to build a generic data set that multiple reports can use? A: This depends on how broadly the query subjects in your existing model are used by the reports that you wish to migrate. We often see complex, "kitchen- sink" models in Cognos that have evolved over many years, where only a small portion of the model is currently used for a collection of reports. In such cases, a more agile, iterative approach can give you quicker migration results by starting with only a subset of the tables from the existing model and then building on that over time.
  • 26. Accelerate report migrations from Cognos to Power BI & Tableau 27 Q: How easy is it to set up Report Insights? Are there best practices to determine which reports are best to migrate to another system like Tableau? A: Setup of Report Insights is performed by a Senturus consultant in collaboration with an administrator of your environment. Determining which reports are best suited for migration to a platform depends on the structure and complexity of the existing reports and underlying data. Unfortunately, there is no one-size-fits-all approach to this analysis. Q: Is Senturus Report Insights free? A: No. Report Insights is currently available as part of our migration kickstart engagement and for larger, custom projects.
  • 27. Accelerate report migrations from Cognos to Power BI & Tableau 28 Q: How is the Cognos report generated in the demo? A: The report is generated using our proprietary Report Insights database and a custom Cognos data module. We extract and analyze the underlying source data from the Cognos content store. Q: Does Senturus Report Insights automatically convert to Cognos reports to Power BI reports? A: No. Report Insights provides a summary of the information that is needed to create an equivalent Power BI Report, but automatic conversion isn't available due to the complexity of feature-set differences and the closed/proprietary nature of PBIX files vs. the open XML schema used by Cognos reports.
  • 28. Accelerate report migrations from Cognos to Power BI & Tableau 29 Q: Does the Senturus Report Insights work with Active Reports? A: Report Insights doesn't include specialized support for Active Reports objects; however, it can still analyze and summarize the queries and underlying logic for any standard Cognos report object that is used within an Active Report. Q: Does the Senturus Report Insights show calcs/logic on columns including complex if then else statements? A: Report Insights shows details of calcs/logic and if-then-else statements for data items within reports; however, it does not currently show calcs/logic embedded within the underlying Framework Manager model. Q: How are Cognos reports with prompt pages handled in Power BI during conversion? A: Power BI recently rolled out additional bursting capabilities.
  • 29. Accelerate report migrations from Cognos to Power BI & Tableau 30 Q: Is it possible to schedule reports to run from Power BI and email them out to users? A: Microsoft just rolled out new bursting functionality. You can talk to one of our Microsoft consultants to outline the distribution options with Power BI. Our phone number is 800 601 6010 ext. 1. Q: Can we run the Senturus Report Insights ourselves? A: Setup of Report Insights is performed by a Senturus consultant in collaboration with an administrator of your environment. After the initial setup is complete and the insights database has been populated, you can run the tool to explore the reports of your choice.
  • 30. Migration Kickstart • Collaborative engagement starting at two days • Leverage Report Insights against all the reports within one Cognos package • Assistance with report creation on the target platform based on Report Insights output • Includes software setup, consulting and mentoring 31
  • 31. The authority in business intelligence Exclusively focused on BI, Senturus is unrivaled in its expertise across the BI stack. 32
  • 32. Decisions and actionsBusiness needs Bridging the data and decisioning gap 33 Analysis-ready data
  • 33. Full spectrum BI services •Dashboards, reporting and visualizations •Data preparation and modern data warehousing •Hybrid BI environments (migrations, security, etc.) •Software to enable bimodal BI and platform migrations •BI support retainer (expertise on demand) •Training and mentoring 34
  • 34. Senturus Analytics Connector •Lets Power BI and Tableau tap directly into the data in Cognos •Perfect for bi-modal and transitional environments •https://senturus.com/products/analytics-connector/ 35
  • 35. A long, strong history of success •19+ years •1300+ clients •2500+ projects 36
  • 36. Expand your knowledge 37 Find more resources on the Senturus website: senturus.com/senturus-resources
  • 37. Upcoming events •Accelerating Deployment of Power BI Datasets & Reports •Can Microsoft’s new deployment pipeline feature help? •Thursday, Aug 27, 2020, 11am PT/2pm ET 38
  • 38. Complete BI training 39 Instructor-led online courses Self-paced learning MentoringTailored group sessions
  • 39. Additional resources 40 Insider viewpointsTechnical tipsUnbiased product reviews Product demos Upcoming eventsMore on this subject
  • 40. © 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc. www.senturus.com 888 601 6010 info@senturus.com Thank You

Editor's Notes

  1. The first question we usually get is “Can I get a copy of the presentation?” Absolutely! It’s available on Senturus.com. Select the Resources tab and then Resources Library. Or you can click the link that was just posted in the GoToWebinar Control panel. Be sure to bookmark the resource library. It has tons of valuable content addressing a wide variety of business analytics topics.
  2. Joining us today is…..Todd Schuman Todd has over 18 years of business analytics experience across multiple industries. He also regularly connects with the IBM product development team and has been in the forefront of the Cognos Analytics upgrade and installation process since it debuted. He lives with his wife and two daughters outside of Washington DC, in Virginia.
  3. During today’s presentation we will cover…
  4. NOTE we have data modeling classes on all three platforms!
  5. Our consultants are leading experts in the field of analytics, with years of pragmatic, real-world expertise and experience advancing the state-of-the-art. We’re so confident in our team and our methodology that we back our projects with a 100% money back guarantee that is unique in the industry.
  6. At Senturus we concentrate our expertise on business intelligence with a depth of knowledge across the entire BI stack.
  7. At Senturus, our clients know us for providing clarity from the chaos of complex business requirements, disparate data sources and constantly moving targets. We have made a name for ourselves because of our strength at bridging the gap between IT and business users. We deliver solutions that give you access to reliable, analysis-ready data across the organization so you can quickly and easily get answers at the point of impact: the Decisions you Make and Actions you Take.
  8. Our consultants are leading experts in the field of analytics, with years of pragmatic, real-world expertise and experience advancing the state-of-the-art. We’re so confident in our team and our methodology that we back our projects with a 100% money back guarantee that is unique in the industry.
  9. We have been focused exclusively on business intelligence for 19 years. We work across the spectrum from Fortune 500 to mid market, We solve business problems across many industries and function areas including in the office of finance, sales and marketing, manufacturing, operations, HR and IT Our team is large enough to meet all your business analytics needs yet small enough to provide personal attention.
  10. Senturus has 100s of free resources on our website, from webinars on all things BI, to our fabulous up-to-the-minute, easily consumable blogs.
  11. We provide training in the three top BI platforms. We are ideal for organizations running multiple platforms or those moving from one to another. We can provide training in many modes and can mix and match to suit your user community.
  12. Senturus provides 100s of free resources on our website. We have been committed to sharing our BI expertise for over a decade.