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Grab some coffee and enjoy 
the pre-show banter before 
the top of the hour!
Back to Basics: How to Modernize Reports and Dashboards 
The Briefing Room
Twitter Tag: #briefr 
The Briefing Room 
Welcome 
Host: 
Eric Kavanagh 
eric.kavanagh@bloorgroup.com
Mission 
! Reveal the essential characteristics of enterprise software, 
Twitter Tag: #briefr 
The Briefing Room 
good and bad 
! Provide a forum for detailed analysis of today’s innovative 
technologies 
! Give vendors a chance to explain their product to savvy 
analysts 
! Allow audience members to pose serious questions... and get 
answers!
Twitter Tag: #briefr 
The Briefing Room 
Topics 
This Month: ANALYTICS 
February: BIG DATA 
March: CLOUD 
2014 Editorial Calendar at 
www.insideanalysis.com/webcasts/the-briefing-room
Twitter Tag: #briefr 
The Briefing Room 
Analytics 
OLD BUSINESS INTELLIGENCE 
NEW 
BI
Twitter Tag: #briefr 
The Briefing Room 
Analyst: Robin Bloor 
Robin Bloor is 
Chief Analyst at 
The Bloor Group 
robin.bloor@bloorgroup.com
Twitter Tag: #briefr 
The Briefing Room 
IBM Business Analytics 
! IBM acquired Cognos in 2008 and established it in the line of 
business intelligence and performance management 
products 
! Cognos Business Intelligence delivers self-service business 
intelligence capabilities that allow all levels of users to 
create, manage and share applications and analysis 
! Dashboards and reports can now be integrated with 
interactive visualizations and predictive capabilities
Twitter Tag: #briefr 
The Briefing Room 
Guest: Brent Winsor 
Brent Winsor is Product Marketing Manager 
at IBM Cognos. He has over 14 years of 
software product marketing experience in 
both large and small software companies. 
He has positioned and launched software 
products in the supply chain, office 
productivity, managed services and 
business analytics markets. He has an MBA 
with a marketing focus from Dalhousie 
University in Halifax, Canada.
Back 
to 
Basics: 
How 
to 
Modernize 
Reports 
and 
Dashboards 
Brent 
Winsor 
IBM 
Business 
Analy2cs 
IBM 
Confiden2al 
1/28/14
Agenda 
§ Self 
service 
§ Extensible 
visualizaAon 
§ PredicAve 
analyAcs 
§ IBM 
Cognos 
Business 
Intelligence 
today 
11 
IBM 
Confiden2al 
1/28/14 
§ Reports 
§ Dashboards 
§ Ad 
hoc 
query 
§ Mobile 
Business 
Intelligence 
§ Conclusion
The 
Challenge 
with 
Self-­‐service 
§ Differing 
user 
requirements 
§ IT 
doesn’t 
have 
the 
bandwidth 
to 
respond 
to 
each 
request 
§ The 
balance 
§ IT 
wants 
control 
and 
users 
want 
the 
freedom 
to 
do 
what 
they 
want 
§ Users 
can’t 
afford 
to 
wait 
§ If 
IT 
doesn’t 
respond, 
users 
take 
measures 
into 
their 
own 
hands
SoluAon: 
Get 
Self-­‐service 
Right! 
Self-­‐service 
isn't 
a 
thing, 
it's 
a 
spectrum 
of 
opAons 
that 
can 
be 
deployed 
at 
the 
right 
place 
and 
right 
Ame 
to 
enable 
faster 
and 
beQer 
decisions.
The 
Spectrum 
of 
Self-­‐service 
Managed/Scripted 
Guided 
Independence
Extensible 
VisualizaAon 
The 
Challenge: 
§ New 
requirements 
for 
visualizaAons 
are 
constantly 
emerging 
§ Each 
requirement 
is 
unique 
and 
is 
difficult 
to 
meet 
The 
Solu5on: 
§ Provide 
a 
wider 
variety 
of 
visualizaAons 
with 
the 
means 
to 
extend 
and 
customize. 
15
InteracAve 
VisualizaAon 
BeQer 
Decision 
Making 
Through 
Increased 
Analysis 
Capability 
& 
InnovaAon 
§ Incorporate 
new 
and 
innovaAve 
visualizaAons 
in 
BI 
reports 
& 
dashboards 
§ Enhance 
the 
user 
experience 
through 
the 
delivery 
of 
interacAve 
and 
animated 
charts 
§ Integrate 
custom 
visualizaAons 
§ Leverage 
the 
experAse 
of 
IBM 
luminaries 
§ 
16
New visualizations are a simple download away 
Browse, find and download visualizations 
from the extensible visualization 
community to quickly provide the best 
visual for your reporting needs 
§ Scatter 
§ Gantt 
§ Area 
§ Radar 
§ Boxplot 
§ Dial 
§ Treemap/Heatmap 
§ Plus a continually growing set of 
17 
visualizations 
analyticszone.com/marketplace
Predictive analytics enhances the value of deploying BI reports, dashboards 
and scorecard capabilities across the enterprise with visibility into your 
business’ past, present and future 
Leverage data: Analyze 
information in any 
volume, combination 
and complexity 
Provide insights: Use a 
trusted platform for 
delivering forward looking 
business information 
Make confident 
decisions: Complete 
visibility into your 
business with 
predictive analytics 
Outperform expectations: 
Transform your business 
from a reactive operation to 
a proactive market leader 
With business intelligence and predictive analytics from IBM, transform data into useful 
insights. Help make confident decisions and improve operational efficiencies with historic, 
current and predictive views of your business.
Include 
predicAve 
outcomes 
into 
your 
BI 
reports 
and 
dashboards 
to 
provide 
a 
new 
horizon 
for 
your 
enterprise 
Forward looking BI 
• Enterprise-­‐class 
Analytics Platform 
applica2ons 
to 
easily 
help 
businesses 
make 
use 
of 
their 
data 
• 
A 
complete 
view 
of 
the 
business 
and 
the 
ability 
to 
act 
quickly 
off 
insights 
• 
Great 
visualiza2ons 
to 
see 
trends 
and 
paNerns 
in 
your 
data 
• 
Mobile 
business 
intelligence 
for 
beNer 
and 
2mely 
decisions 
• 
Available 
in 
over 
20 
languages 
to 
increase 
produc2vity 
worldwide 
Ad Hoc 
Reports Dashboards Query
Business 
Intelligence 
ReporAng 
Create 
pixel 
perfect, 
richly 
detailed 
& 
customizable 
reports 
which 
are 
easy 
to 
distribute 
Main 
Features: 
• Rich 
set 
of 
authoring 
controls 
for 
interac2vity 
with 
online 
or 
offline 
access 
• Creates 
broad 
range 
of 
reports: 
produc2on, 
opera2onal/transac2onal, 
managed, 
scheduled 
& 
bursted 
• Ability 
to 
convert 
exis2ng 
reports 
and 
reuse 
queries 
Benefits: 
• Provides 
the 
founda2on 
to 
gain 
past, 
present 
and 
future 
looking 
insights 
into 
business 
data 
• Include 
predicted 
outcomes 
alongside 
transac2onal 
data 
reports 
for 
business 
analysts 
• Build 
once, 
deploy 
everywhere 
(desktop, 
browser, 
mobile, 
pdf) 
for 
flexible 
decision 
making
Business 
Intelligence 
Dashboards 
Assemble 
and 
explore 
any 
type 
of 
data 
in 
one 
workspace 
Main 
Features 
• Quickly 
and 
easily 
find 
the 
right 
and 
relevant 
content 
with 
intui2ve 
search 
and 
naviga2on 
• Drag 
and 
drop 
widgets 
and 
assisted 
authoring 
• Save, 
share 
and 
reuse 
your 
dashboards 
Benefits: 
• Provide 
Marke2ng 
with 
views 
into 
what 
customers 
are 
likely 
to 
respond 
to 
a 
campaign 
• Monitor 
the 
pulse 
of 
the 
business 
with 
dashboards 
in 
a 
single 
workspace 
• Progressively 
interact 
with 
informa2on 
-­‐ 
easily 
modify 
or 
create 
new 
views 
and 
reports
Business 
Intelligence 
Ad 
Hoc 
Query 
Easily 
modify 
or 
create 
complex 
dashboard 
views 
and 
reports 
Main 
Features 
• An 
enterprise 
advanced 
workspace 
with 
intui2ve 
naviga2on 
and 
a 
streamlined 
look 
• Calcula2ons, 
drill, 
filter, 
pivot, 
top/boNom 
count, 
KPI 
monitoring, 
traffic 
lights 
• Mul2ple 
queries, 
forma`ng 
and 
char2ng 
Benefits: 
• Allows 
Advanced 
Analysts 
to 
perform 
complex 
analysis 
tasks 
quickly 
and 
easily 
• Embedded 
predic2ve 
outcomes 
to 
beNer 
analyse 
differences 
through 
2me 
or 
across 
groups 
• Provide 
Manufacturing 
with 
reports 
on 
expected 
issues 
based 
on 
customer 
sen2ment
BI 
reports 
& 
dashboards 
for 
iPads, 
iPhones 
& 
Android 
smart 
phones 
& 
tablets 
23 
Mobile 
Business 
Intelligence 
§ Extended 
device 
support 
§ Support 
for 
Android 
phones 
and 
tablets 
and 
iPhones 
§ Enhanced 
Security 
§ Integrated 
with 
Good 
Technology’s 
security 
plaZorm 
§ InteracAve 
VisualizaAon 
§ New 
and 
innovaAve 
visualizaAons 
including 
interacAve 
and 
animated 
charts 
§ InteracAve 
Content 
§ IntegraAon 
with 
Cognos 
Workspace
Conclusion 
24 
§ Business 
intelligence 
reports 
and 
dashboards 
conAnue 
to 
drive 
business 
performance 
§ IBM 
Cognos 
Business 
Intelligence 
supports 
the 
full 
spectrum 
of 
self 
service 
§ InteracAve 
visualizaAon 
enhances 
IBM 
Cognos 
BI 
reports 
and 
dashboards 
and 
allows 
users 
to 
quickly 
pinpoint 
trends 
in 
data 
§ The 
addiAon 
of 
predicAve 
analyAcs 
to 
IBM 
Cognos 
BI 
reports 
and 
dashboards 
provides 
a 
forward 
looking 
view 
to 
any 
business 
and 
provides 
a 
disAnct 
compeAAve 
advantage 
IBM 
Confiden2al 
1/28/14
Twitter Tag: #briefr 
The Briefing Room 
Perceptions & Questions 
Analyst: 
Robin Bloor
The Self-Service Imperative 
In the 1950s, the introduction of SELF-SERVICE 
in retail prompted a revolution 
u Effort was outsourced to the customer 
u Customers experienced it as a superior service 
because they had control 
u In time the options available to the customer 
improved 
u The retailer’s costs were reduced 
u Since then the idea has been repeated many 
times
Information Service(s) 
There are many reasons why data may be provided to 
staff (or customers): 
u To inform or alert them 
u To motivate them 
u To entertain them 
u To assist them (assist decisions) 
u To empower them (or evaluate them?) 
u To educate them (or help them self-educate) 
THE CONTEXT DETERMINES THE INFORMATION SERVICE 
AND ITS CHARACTER
Consumers & Explorers 
SPECIFIC 
USER 
TYPES: 
THE CONSUMER 
Needs to be 
informed/ 
enabled in an 
easily digested 
manner 
THE EXPLORER 
Needs to be 
provided with: 
• an exploratory 
capability 
• a versatile set of tools 
• a versatile set of 
visualizations 
• training/education
A Variety of Flavors 
u FAMILIARIZE 
• Read/browse 
• Visualize 
• Examine/drill 
• Snapshot 
u UTILIZE 
• Interact/investigate 
• Progress/ 
performance 
• Estimate/predict
Self-service & Productivity 
The level of self-service, and its usefulness is not a simple 
thing. In the best of circumstances the user probably 
cannot self-design the way their whole job works.
u What does IBM know about the effectiveness of 
self-service in particular contexts? Where do the 
benefits emerge? 
u Are users smart enough to serve themselves? 
What is the learning dimension and how is it 
characterized? 
u How much power can the user be given?
u Is there a relationship between visualization 
and data volumes? If so, what is it? 
u Are some people poor at deriving meaning 
from visualization – and yet skilled in other 
ways? 
u Animation?
Twitter Tag: #briefr 
The Briefing Room
This Month: ANALYTICS 
February: BIG DATA 
March: CLOUD 
www.insideanalysis.com/webcasts/the-briefing-room 
Twitter Tag: #briefr 
The Briefing Room 
Upcoming Topics 
2014 Editorial Calendar at 
www.insideanalysis.com
Twitter Tag: #briefr 
The Briefing Room 
Thank You 
for Your 
Attention

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Back to Basics: How to Modernize Reports and Dashboards

  • 1. Grab some coffee and enjoy the pre-show banter before the top of the hour!
  • 2. Back to Basics: How to Modernize Reports and Dashboards The Briefing Room
  • 3. Twitter Tag: #briefr The Briefing Room Welcome Host: Eric Kavanagh eric.kavanagh@bloorgroup.com
  • 4. Mission ! Reveal the essential characteristics of enterprise software, Twitter Tag: #briefr The Briefing Room good and bad ! Provide a forum for detailed analysis of today’s innovative technologies ! Give vendors a chance to explain their product to savvy analysts ! Allow audience members to pose serious questions... and get answers!
  • 5. Twitter Tag: #briefr The Briefing Room Topics This Month: ANALYTICS February: BIG DATA March: CLOUD 2014 Editorial Calendar at www.insideanalysis.com/webcasts/the-briefing-room
  • 6. Twitter Tag: #briefr The Briefing Room Analytics OLD BUSINESS INTELLIGENCE NEW BI
  • 7. Twitter Tag: #briefr The Briefing Room Analyst: Robin Bloor Robin Bloor is Chief Analyst at The Bloor Group robin.bloor@bloorgroup.com
  • 8. Twitter Tag: #briefr The Briefing Room IBM Business Analytics ! IBM acquired Cognos in 2008 and established it in the line of business intelligence and performance management products ! Cognos Business Intelligence delivers self-service business intelligence capabilities that allow all levels of users to create, manage and share applications and analysis ! Dashboards and reports can now be integrated with interactive visualizations and predictive capabilities
  • 9. Twitter Tag: #briefr The Briefing Room Guest: Brent Winsor Brent Winsor is Product Marketing Manager at IBM Cognos. He has over 14 years of software product marketing experience in both large and small software companies. He has positioned and launched software products in the supply chain, office productivity, managed services and business analytics markets. He has an MBA with a marketing focus from Dalhousie University in Halifax, Canada.
  • 10. Back to Basics: How to Modernize Reports and Dashboards Brent Winsor IBM Business Analy2cs IBM Confiden2al 1/28/14
  • 11. Agenda § Self service § Extensible visualizaAon § PredicAve analyAcs § IBM Cognos Business Intelligence today 11 IBM Confiden2al 1/28/14 § Reports § Dashboards § Ad hoc query § Mobile Business Intelligence § Conclusion
  • 12. The Challenge with Self-­‐service § Differing user requirements § IT doesn’t have the bandwidth to respond to each request § The balance § IT wants control and users want the freedom to do what they want § Users can’t afford to wait § If IT doesn’t respond, users take measures into their own hands
  • 13. SoluAon: Get Self-­‐service Right! Self-­‐service isn't a thing, it's a spectrum of opAons that can be deployed at the right place and right Ame to enable faster and beQer decisions.
  • 14. The Spectrum of Self-­‐service Managed/Scripted Guided Independence
  • 15. Extensible VisualizaAon The Challenge: § New requirements for visualizaAons are constantly emerging § Each requirement is unique and is difficult to meet The Solu5on: § Provide a wider variety of visualizaAons with the means to extend and customize. 15
  • 16. InteracAve VisualizaAon BeQer Decision Making Through Increased Analysis Capability & InnovaAon § Incorporate new and innovaAve visualizaAons in BI reports & dashboards § Enhance the user experience through the delivery of interacAve and animated charts § Integrate custom visualizaAons § Leverage the experAse of IBM luminaries § 16
  • 17. New visualizations are a simple download away Browse, find and download visualizations from the extensible visualization community to quickly provide the best visual for your reporting needs § Scatter § Gantt § Area § Radar § Boxplot § Dial § Treemap/Heatmap § Plus a continually growing set of 17 visualizations analyticszone.com/marketplace
  • 18. Predictive analytics enhances the value of deploying BI reports, dashboards and scorecard capabilities across the enterprise with visibility into your business’ past, present and future Leverage data: Analyze information in any volume, combination and complexity Provide insights: Use a trusted platform for delivering forward looking business information Make confident decisions: Complete visibility into your business with predictive analytics Outperform expectations: Transform your business from a reactive operation to a proactive market leader With business intelligence and predictive analytics from IBM, transform data into useful insights. Help make confident decisions and improve operational efficiencies with historic, current and predictive views of your business.
  • 19. Include predicAve outcomes into your BI reports and dashboards to provide a new horizon for your enterprise Forward looking BI • Enterprise-­‐class Analytics Platform applica2ons to easily help businesses make use of their data • A complete view of the business and the ability to act quickly off insights • Great visualiza2ons to see trends and paNerns in your data • Mobile business intelligence for beNer and 2mely decisions • Available in over 20 languages to increase produc2vity worldwide Ad Hoc Reports Dashboards Query
  • 20. Business Intelligence ReporAng Create pixel perfect, richly detailed & customizable reports which are easy to distribute Main Features: • Rich set of authoring controls for interac2vity with online or offline access • Creates broad range of reports: produc2on, opera2onal/transac2onal, managed, scheduled & bursted • Ability to convert exis2ng reports and reuse queries Benefits: • Provides the founda2on to gain past, present and future looking insights into business data • Include predicted outcomes alongside transac2onal data reports for business analysts • Build once, deploy everywhere (desktop, browser, mobile, pdf) for flexible decision making
  • 21. Business Intelligence Dashboards Assemble and explore any type of data in one workspace Main Features • Quickly and easily find the right and relevant content with intui2ve search and naviga2on • Drag and drop widgets and assisted authoring • Save, share and reuse your dashboards Benefits: • Provide Marke2ng with views into what customers are likely to respond to a campaign • Monitor the pulse of the business with dashboards in a single workspace • Progressively interact with informa2on -­‐ easily modify or create new views and reports
  • 22. Business Intelligence Ad Hoc Query Easily modify or create complex dashboard views and reports Main Features • An enterprise advanced workspace with intui2ve naviga2on and a streamlined look • Calcula2ons, drill, filter, pivot, top/boNom count, KPI monitoring, traffic lights • Mul2ple queries, forma`ng and char2ng Benefits: • Allows Advanced Analysts to perform complex analysis tasks quickly and easily • Embedded predic2ve outcomes to beNer analyse differences through 2me or across groups • Provide Manufacturing with reports on expected issues based on customer sen2ment
  • 23. BI reports & dashboards for iPads, iPhones & Android smart phones & tablets 23 Mobile Business Intelligence § Extended device support § Support for Android phones and tablets and iPhones § Enhanced Security § Integrated with Good Technology’s security plaZorm § InteracAve VisualizaAon § New and innovaAve visualizaAons including interacAve and animated charts § InteracAve Content § IntegraAon with Cognos Workspace
  • 24. Conclusion 24 § Business intelligence reports and dashboards conAnue to drive business performance § IBM Cognos Business Intelligence supports the full spectrum of self service § InteracAve visualizaAon enhances IBM Cognos BI reports and dashboards and allows users to quickly pinpoint trends in data § The addiAon of predicAve analyAcs to IBM Cognos BI reports and dashboards provides a forward looking view to any business and provides a disAnct compeAAve advantage IBM Confiden2al 1/28/14
  • 25. Twitter Tag: #briefr The Briefing Room Perceptions & Questions Analyst: Robin Bloor
  • 26.
  • 27. The Self-Service Imperative In the 1950s, the introduction of SELF-SERVICE in retail prompted a revolution u Effort was outsourced to the customer u Customers experienced it as a superior service because they had control u In time the options available to the customer improved u The retailer’s costs were reduced u Since then the idea has been repeated many times
  • 28. Information Service(s) There are many reasons why data may be provided to staff (or customers): u To inform or alert them u To motivate them u To entertain them u To assist them (assist decisions) u To empower them (or evaluate them?) u To educate them (or help them self-educate) THE CONTEXT DETERMINES THE INFORMATION SERVICE AND ITS CHARACTER
  • 29. Consumers & Explorers SPECIFIC USER TYPES: THE CONSUMER Needs to be informed/ enabled in an easily digested manner THE EXPLORER Needs to be provided with: • an exploratory capability • a versatile set of tools • a versatile set of visualizations • training/education
  • 30. A Variety of Flavors u FAMILIARIZE • Read/browse • Visualize • Examine/drill • Snapshot u UTILIZE • Interact/investigate • Progress/ performance • Estimate/predict
  • 31. Self-service & Productivity The level of self-service, and its usefulness is not a simple thing. In the best of circumstances the user probably cannot self-design the way their whole job works.
  • 32. u What does IBM know about the effectiveness of self-service in particular contexts? Where do the benefits emerge? u Are users smart enough to serve themselves? What is the learning dimension and how is it characterized? u How much power can the user be given?
  • 33. u Is there a relationship between visualization and data volumes? If so, what is it? u Are some people poor at deriving meaning from visualization – and yet skilled in other ways? u Animation?
  • 34. Twitter Tag: #briefr The Briefing Room
  • 35. This Month: ANALYTICS February: BIG DATA March: CLOUD www.insideanalysis.com/webcasts/the-briefing-room Twitter Tag: #briefr The Briefing Room Upcoming Topics 2014 Editorial Calendar at www.insideanalysis.com
  • 36. Twitter Tag: #briefr The Briefing Room Thank You for Your Attention