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IBM Cognos
Dimensional Dashboarding Techniques
                  May 5, 2011
                Albert Valdez, III
  Director of Education Services, Senturus, Inc.




          Helping Companies Learn From the Past,
         Manage the Present and Shape the Future
Today’s Agenda
•   Welcome and Introduction
•   Dimensional Dashboarding Demonstration
    1. Create reports using proper Dimensional authoring
       techniques
    2. Define common parameters in each report to enable
       synchronized dashboard prompting
    3. Allow drill-down and drill-up behavior on reports to
       enable synchronized dashboard drilling
• Upcoming hands-on training courses
• Overview of Cognos Training Options
• Review and Wrap-up
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/recorded-webinars.php

You will find this—and many other recorded webinars-- under the “IBM Cognos
                           Business Intelligence”
Today’s Format
•   Demonstration will begin shortly
•   Please submit questions via the GoToWebinar
    Question pane in the GoToWebinar control panel
•   We will address questions LIVE at the conclusion of
    the presentation, so if you do not get an immediate
    response, please HOLD ON!
•   We will try to answer EVERY question via email if we
    do not get a chance to respond while you are
    attending the Webinar
Welcome and Introduction
• Who am I?
  – Albert Valdez, Director of Education Services at Senturus
  – 10 years as a Technical Trainer, focused on Business Intelligence
    and Performance Management
  – 5 years as a Senior Education Specialist at Cognos, Inc.
  – Lifetime CTT+ Certification from CompTIA
  – IBM Cognos Certified
  – Last 5+ Years as a Senior Consultant, Solutions Architect,
    Education Director
• Who is Senturus?
  –   IBM Premier Partner, Cognos Platinum Partner 2002-2008
  –   Full Service Solutions provider
  –   Data Warehouse
  –   Program Management
  –   Performance Management
  –   Platform-Independent
Demonstration Materials
• Standard Cognos 8.4 Samples
• Sales_and_marketing.mdc PowerCube located at:
D:Program Filescognosc8webcontentsamplesdatasourcescubesPowerCubesEN
• Follow instructions in the Cognos 8 Business Intelligence
  Installation and Configuration Guide, Chapter 14: Samples
• All Demos in the Webinar are based on this Cube, which is
  part of every standard Cognos 8.4 B.I. installation
• Authoring techniques are valid for all versions of Cognos 8
• Portlet synchronization is limited to version 8.3 and above
• This deck will be sent to all attendees following the Webinar
Sample Senturus Course Materials
• The next few slides are from our 2-day Dimensional Authoring Course
• The demonstrations will cover the following techniques:
   – Create three reports in Report Studio using dynamic dimensional
     authoring techniques
   – Use MDX functions such as topCount(), tuple(), and descendants()
   – Use Slicer Member Sets to filter dimensional queries
   – Use Parameters in dimensional queries to define prompting
   – Create in-report Prompting
   – Create a custom Portal Page using Cognos Viewers and Cognos
     Navigator Portlets
   – Synchronize prompting and drill-down using inter-portlet communication
   – Deploy Portal Tabs to other users using administrative capabilities
Multi-Dimensional Data Sources
• Report Studio supports all types of Cognos 8 Data sources
• Multi-dimensional (or Dimensional) sources include:
   – Cognos PowerCubes
   – Cognos Framework Manager DMR (Dimensionally Modeled Relational)
     Packages
   – Cognos TM1
   – Microsoft Analysis Services Cubes
• Relational sources are based on RDBMS, or relational
  database management systems, such as SQL Server,
  Oracle, Informix, DB2
• Relational databases provide “flat”, or 2-dimensional data:
   – Data is organized into tables and columns
   – Data is stored at the lowest level of detail
   – Aggregation is typically performed at “run-time”
Multi-Dimensional Data Sources
• Dimensional sources are categorized based on their
  approach to OLAP (On-Line Analytical Processing)
   – MOLAP, or Multi-Dimensional OLAP refers to cubes, such as
     PowerCubes that provide a pre-summarized, consolidated data source
     that is designed for responsiveness in a high-volume query
     environment, separate from the source database
   – ROLAP, or Relational OLAP refers to a meta-structure, or model, that
     presents data in dimensional hierarchies, but keeps the data stored in
     the source database
   – HOLAP is a Hybrid approach that seamlessly integrates a summary
     cube with the relational source, providing fast query response for
     summary data, while allowing users access to underlying details in the
     same source
• Cognos PowerCubes are MOLAP
• Cognos DMR Models are ROLAP
• Microsoft SQL Server Analysis Services supports all three
  approaches
Multi-Dimensional Data Sources
• Dimensional data is advantageous because it provides
  users a simple model based on business-defined
  Dimensions
• Dimensional data is structured with natural hierarchies,
  allowing for drill-down and drill-up in reports
• Dimensional sources provide access to member data,
  which is more intuitive for business users
Multi-Dimensional Data Sources
• When working with dimensional data, you can choose whether you
  want to view the Members folders in the data tree by right clicking on
  Insertable Objects and choosing Package tree settings

Dimension (Products)
                                                   Level hierarchy (Products)



  Level (Product line)
                                                   Members folder
                                                   (Product line level)
            Members
  (Product line level)
Report Authoring Styles

• The Relational Style lets report authors:
  – work with metadata only
  – create both list reports, crosstabs, and charts

• The Dimensional Style lets report authors:
  – work with members in addition to metadata
  – most effective with crosstabs and charts
  – take advantage of dimensional capabilities on DMR and OLAP data
    sources
  – achieve more control and flexibility over how data is retrieved
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/recorded-webinars.php

You will find this—and many other recorded webinars-- under the “IBM Cognos
                           Business Intelligence”
IBM Cognos Dimensional Dashboarding
       Techniques Demonstration
Demo 1 (Design a report against a cube that includes an
  in-report Prompt and dynamic content )
Purpose:
We have a PowerCube that provides us with sales information for the Great
Outdoors Company for the years 2004-2007. The current month for this Cube is
July of 2007. We need to analyze the performance of our Top 5 Brands. The
first report is going to show us the Revenue performance of the Top 5 Brands for
each Month of the current Year. We will use proven authoring techniques and
leverage Multi-Dimensional Expressions in order to create dynamic content and
parameterize our report by Region. We will also demonstrate some basic report
layout techniques.
IBM Cognos Dimensional Dashboarding
       Techniques Demonstration
Demo 2 (Create a second report for our Dashboard)

Purpose:
The second part of the Dashboard needs to display the contributions of each of
the Top 5 Brands to total Year-to-Date Quantity Sold. This report will also need
to be parameterized for Regions.



           To view a free recoding of this demo, go to
                    www.senturus.com/recorded-webinars.php
         You will find this recording under the IBM Cognos Business Intelligence
        section. It is entitled Cognos Multi-Dimensional Dashboarding from May 5
                                           .
IBM Cognos Dimensional Dashboarding
       Techniques Demonstration
Demo 3 (Create a third report for our Dashboard)
Purpose:
The final part of the Dashboard needs to display the contributions of each of the
Top 5 Brands to total Year-to-Date Gross Profit. This report will also need to be
parameterized for Regions.



          To view a free recoding of this demo, go to
                    www.senturus.com/recorded-webinars.php
         You will find this recording under the IBM Cognos Business Intelligence
        section. It is entitled Cognos Multi-Dimensional Dashboarding from May 5
                                           .
IBM Cognos Dimensional Dashboarding
       Techniques Demonstration
Demo 4 (Create a Portal Page to display our Reports)
Purpose:
Cognos 8.4 provides all users with the ability to create custom Portal Pages. A
key component of the Portal Pages are the Cognos Viewer components. We will
design the page, and then, as an Administrator, we will add this page to another
of our users.


           To view a free recoding of this demo, go to
                    www.senturus.com/recorded-webinars.php
         You will find this recording under the IBM Cognos Business Intelligence
        section. It is entitled Cognos Multi-Dimensional Dashboarding from May 5
                                           .
Cognos Training Options

•   IBM Public Classroom Training
•   Training from a Certified Partner, On-site or Public
•   Custom On-site Training
•   Small group Mentoring/Knowledge Transfer
•   Remote/On-line Training
•   Computer Based Training
About Senturus Training

• What does Senturus Training offer?
• Why not just go to the IBM/Cognos public classes?
   – On-site is more cost-effective when there are more than 3
     people to train
   – Courses are delivered at your location, on your schedule
   – Attendance is limited to your group, minimizing distractions,
     and allowing our instructors to focus on your group’s
     pertinent concerns
   – Course content and format can be structured specifically to
     your audience
• As an IBM Partner, we can offer discounts on IBM
  Public training starting at 10%
• We are your Training Partner!
What does Senturus Training offer:
• Standard On-site Classroom delivery
   –   Based on Great Outdoors sample data
   –   Can be delivered anywhere, anytime
   –   Compressed format (fewer days!!)
   –   $3,4950 per day list price (up to 12 students)
• Customized On-site Classroom delivery
   –   Based on client’s data
   –   Requires longer lead times so we can prepare materials
   –   Higher impact
   –   $3,495 per day of delivery and course prep
• Small Group Mentoring
   – We work on your data, in your environment
   – Our experts facilitate the learning process while resolving actual
     issues or working toward a concrete deliverable
   – Small group size allows for personalized knowledge transfer at the
     appropriate pace
   – Rates start at $1,995 per day
Want more???
• Upcoming Senturus Public Training Events, Hosted
  by Yours Truly:
   – Tuesday, May 10, 2011, on-line:
       • Self-Service Reporting with Cognos 10 Business Insight
   – Thursday, May 24, 2011, on-line:
       • Dimensional Authoring with Cognos Report Studio
   – Registration information will be sent along with the Webinar
     Follow-up, or visit
    http://www.senturus.com/events.php
• $595 per student, per day
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/recorded-webinars.php

You will find this—and many other recorded webinars-- under the “IBM Cognos
                           Business Intelligence”
Contact Senturus


             Senturus, Inc
          www.senturus.com
         sales@senturus.com
             888-601-6010
24   24

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IBM Cognos Dimensional Dashboarding Techniques

  • 1. IBM Cognos Dimensional Dashboarding Techniques May 5, 2011 Albert Valdez, III Director of Education Services, Senturus, Inc. Helping Companies Learn From the Past, Manage the Present and Shape the Future
  • 2. Today’s Agenda • Welcome and Introduction • Dimensional Dashboarding Demonstration 1. Create reports using proper Dimensional authoring techniques 2. Define common parameters in each report to enable synchronized dashboard prompting 3. Allow drill-down and drill-up behavior on reports to enable synchronized dashboard drilling • Upcoming hands-on training courses • Overview of Cognos Training Options • Review and Wrap-up
  • 3. 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/recorded-webinars.php You will find this—and many other recorded webinars-- under the “IBM Cognos Business Intelligence”
  • 4. Today’s Format • Demonstration will begin shortly • Please submit questions via the GoToWebinar Question pane in the GoToWebinar control panel • We will address questions LIVE at the conclusion of the presentation, so if you do not get an immediate response, please HOLD ON! • We will try to answer EVERY question via email if we do not get a chance to respond while you are attending the Webinar
  • 5. Welcome and Introduction • Who am I? – Albert Valdez, Director of Education Services at Senturus – 10 years as a Technical Trainer, focused on Business Intelligence and Performance Management – 5 years as a Senior Education Specialist at Cognos, Inc. – Lifetime CTT+ Certification from CompTIA – IBM Cognos Certified – Last 5+ Years as a Senior Consultant, Solutions Architect, Education Director • Who is Senturus? – IBM Premier Partner, Cognos Platinum Partner 2002-2008 – Full Service Solutions provider – Data Warehouse – Program Management – Performance Management – Platform-Independent
  • 6. Demonstration Materials • Standard Cognos 8.4 Samples • Sales_and_marketing.mdc PowerCube located at: D:Program Filescognosc8webcontentsamplesdatasourcescubesPowerCubesEN • Follow instructions in the Cognos 8 Business Intelligence Installation and Configuration Guide, Chapter 14: Samples • All Demos in the Webinar are based on this Cube, which is part of every standard Cognos 8.4 B.I. installation • Authoring techniques are valid for all versions of Cognos 8 • Portlet synchronization is limited to version 8.3 and above • This deck will be sent to all attendees following the Webinar
  • 7. Sample Senturus Course Materials • The next few slides are from our 2-day Dimensional Authoring Course • The demonstrations will cover the following techniques: – Create three reports in Report Studio using dynamic dimensional authoring techniques – Use MDX functions such as topCount(), tuple(), and descendants() – Use Slicer Member Sets to filter dimensional queries – Use Parameters in dimensional queries to define prompting – Create in-report Prompting – Create a custom Portal Page using Cognos Viewers and Cognos Navigator Portlets – Synchronize prompting and drill-down using inter-portlet communication – Deploy Portal Tabs to other users using administrative capabilities
  • 8. Multi-Dimensional Data Sources • Report Studio supports all types of Cognos 8 Data sources • Multi-dimensional (or Dimensional) sources include: – Cognos PowerCubes – Cognos Framework Manager DMR (Dimensionally Modeled Relational) Packages – Cognos TM1 – Microsoft Analysis Services Cubes • Relational sources are based on RDBMS, or relational database management systems, such as SQL Server, Oracle, Informix, DB2 • Relational databases provide “flat”, or 2-dimensional data: – Data is organized into tables and columns – Data is stored at the lowest level of detail – Aggregation is typically performed at “run-time”
  • 9. Multi-Dimensional Data Sources • Dimensional sources are categorized based on their approach to OLAP (On-Line Analytical Processing) – MOLAP, or Multi-Dimensional OLAP refers to cubes, such as PowerCubes that provide a pre-summarized, consolidated data source that is designed for responsiveness in a high-volume query environment, separate from the source database – ROLAP, or Relational OLAP refers to a meta-structure, or model, that presents data in dimensional hierarchies, but keeps the data stored in the source database – HOLAP is a Hybrid approach that seamlessly integrates a summary cube with the relational source, providing fast query response for summary data, while allowing users access to underlying details in the same source • Cognos PowerCubes are MOLAP • Cognos DMR Models are ROLAP • Microsoft SQL Server Analysis Services supports all three approaches
  • 10. Multi-Dimensional Data Sources • Dimensional data is advantageous because it provides users a simple model based on business-defined Dimensions • Dimensional data is structured with natural hierarchies, allowing for drill-down and drill-up in reports • Dimensional sources provide access to member data, which is more intuitive for business users
  • 11. Multi-Dimensional Data Sources • When working with dimensional data, you can choose whether you want to view the Members folders in the data tree by right clicking on Insertable Objects and choosing Package tree settings Dimension (Products) Level hierarchy (Products) Level (Product line) Members folder (Product line level) Members (Product line level)
  • 12. Report Authoring Styles • The Relational Style lets report authors: – work with metadata only – create both list reports, crosstabs, and charts • The Dimensional Style lets report authors: – work with members in addition to metadata – most effective with crosstabs and charts – take advantage of dimensional capabilities on DMR and OLAP data sources – achieve more control and flexibility over how data is retrieved
  • 13. 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/recorded-webinars.php You will find this—and many other recorded webinars-- under the “IBM Cognos Business Intelligence”
  • 14. IBM Cognos Dimensional Dashboarding Techniques Demonstration Demo 1 (Design a report against a cube that includes an in-report Prompt and dynamic content ) Purpose: We have a PowerCube that provides us with sales information for the Great Outdoors Company for the years 2004-2007. The current month for this Cube is July of 2007. We need to analyze the performance of our Top 5 Brands. The first report is going to show us the Revenue performance of the Top 5 Brands for each Month of the current Year. We will use proven authoring techniques and leverage Multi-Dimensional Expressions in order to create dynamic content and parameterize our report by Region. We will also demonstrate some basic report layout techniques.
  • 15. IBM Cognos Dimensional Dashboarding Techniques Demonstration Demo 2 (Create a second report for our Dashboard) Purpose: The second part of the Dashboard needs to display the contributions of each of the Top 5 Brands to total Year-to-Date Quantity Sold. This report will also need to be parameterized for Regions. To view a free recoding of this demo, go to www.senturus.com/recorded-webinars.php You will find this recording under the IBM Cognos Business Intelligence section. It is entitled Cognos Multi-Dimensional Dashboarding from May 5 .
  • 16. IBM Cognos Dimensional Dashboarding Techniques Demonstration Demo 3 (Create a third report for our Dashboard) Purpose: The final part of the Dashboard needs to display the contributions of each of the Top 5 Brands to total Year-to-Date Gross Profit. This report will also need to be parameterized for Regions. To view a free recoding of this demo, go to www.senturus.com/recorded-webinars.php You will find this recording under the IBM Cognos Business Intelligence section. It is entitled Cognos Multi-Dimensional Dashboarding from May 5 .
  • 17. IBM Cognos Dimensional Dashboarding Techniques Demonstration Demo 4 (Create a Portal Page to display our Reports) Purpose: Cognos 8.4 provides all users with the ability to create custom Portal Pages. A key component of the Portal Pages are the Cognos Viewer components. We will design the page, and then, as an Administrator, we will add this page to another of our users. To view a free recoding of this demo, go to www.senturus.com/recorded-webinars.php You will find this recording under the IBM Cognos Business Intelligence section. It is entitled Cognos Multi-Dimensional Dashboarding from May 5 .
  • 18. Cognos Training Options • IBM Public Classroom Training • Training from a Certified Partner, On-site or Public • Custom On-site Training • Small group Mentoring/Knowledge Transfer • Remote/On-line Training • Computer Based Training
  • 19. About Senturus Training • What does Senturus Training offer? • Why not just go to the IBM/Cognos public classes? – On-site is more cost-effective when there are more than 3 people to train – Courses are delivered at your location, on your schedule – Attendance is limited to your group, minimizing distractions, and allowing our instructors to focus on your group’s pertinent concerns – Course content and format can be structured specifically to your audience • As an IBM Partner, we can offer discounts on IBM Public training starting at 10% • We are your Training Partner!
  • 20. What does Senturus Training offer: • Standard On-site Classroom delivery – Based on Great Outdoors sample data – Can be delivered anywhere, anytime – Compressed format (fewer days!!) – $3,4950 per day list price (up to 12 students) • Customized On-site Classroom delivery – Based on client’s data – Requires longer lead times so we can prepare materials – Higher impact – $3,495 per day of delivery and course prep • Small Group Mentoring – We work on your data, in your environment – Our experts facilitate the learning process while resolving actual issues or working toward a concrete deliverable – Small group size allows for personalized knowledge transfer at the appropriate pace – Rates start at $1,995 per day
  • 21. Want more??? • Upcoming Senturus Public Training Events, Hosted by Yours Truly: – Tuesday, May 10, 2011, on-line: • Self-Service Reporting with Cognos 10 Business Insight – Thursday, May 24, 2011, on-line: • Dimensional Authoring with Cognos Report Studio – Registration information will be sent along with the Webinar Follow-up, or visit http://www.senturus.com/events.php • $595 per student, per day
  • 22. 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/recorded-webinars.php You will find this—and many other recorded webinars-- under the “IBM Cognos Business Intelligence”
  • 23. Contact Senturus Senturus, Inc www.senturus.com sales@senturus.com 888-601-6010
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