This document provides instructions for building several reports in IBM Cognos Insight using an HR dataset. The first report analyzes employee performance, course plans, and satisfaction levels. The second report studies voluntary attrition among higher-performing employees. The third report performs a return on investment analysis by examining employment costs, training costs, and their effect on organization revenue and profits. Key tasks include importing the dataset, selecting and filtering fields, applying calculations, creating hierarchies, and analyzing trends through charts and maps.

1. Reporting Tool: IBM® Cognos Insight
Data Set: HrData.csv
 Number of records: 766
 Number of fields: 21
 Each record corresponds to an employee.
Task 1: Load Cognos Insight from your Computer.
 Create a new workspace.
Workshop 1: Build a report on Employee Performance
Purpose:
Build a report that studies employee’s performances so the actions can be taken to improve their performance. The
focus of the study is higher-performing employees, their course plan and level of satisfaction (if employees are satisfied,
they perform well). But information about lower-performing employees is also analyzed for comparative purposes.

2. Task 2: Import the Dataset (HrData.csv) by clicking the Get Data tab on top panel. (Import Data)
 You can also click the Quick import option, but it does not provide any Advance
editing option in your Dataset.
 Window appears, select the Browse option.

3.  Select the dataset.
 Exclude the fields (measures or attributes) that will not be required.
 Click the Finish tab.
 Dataset loaded.

4.  To view the relation between Employee performance and number of employees in
organization:
 Select all other fields except Total number of employees, and then Right click.
 Select Hide option.
 Select count measure.

5.  Select the Total salary (including Bonus) measure.
Conclusion: In organization, high performing employees strength is highest, which is
benefiticial. But moderate performance employees are less than low performing
employees. As we see in the above image, the total salary is highest for (A)
performance employees; it can be seen as a reason of motivation for employees.
But when we analyze the low performance employees (C), their salary is higher than B
performance employees but still performance is poor. So the focus area should be
shifted to course plan from salary and bonus.
Task 3: View the Explore pane.
 Click the Explore tab on top and select View explore pane option.
 Drag the course plan dropdown tab besides of the measures tab (shown in image)

6.  Convert the chart into line chart.
Conclusion: As we can see in above Line chart that for Course plan L10, numbers of high
performance employees are more than other employees.
 Select the particular L10 course plan from Explore pane.

7.  Switch to only chart view.

8. Task 4: Rename tab

9. Task 1: Import the dataset.
Task 2: Apply the Calculation.
 Click the calculation tab on the widget panel.
 Select the sum option (very first one)
Workshop 2: Build a report on Employee Attrition
Purpose:
Build a report that studies voluntary attrition among higher-performing employees so that actions can be taken to keep
them. The focus of the study is higher-performing employees, but information about lower-performing employees is
also analyzed for comparative purposes.

10.  To view the trend of number of employees by the termination reason.
 Select the count measure and drag the termination reason tab besides the measures tab.

11.  Click the Insert tab and select the Explore point.
 Insert the termination reason explore point into workspace.
 Select the Voluntary termination reason.

12. Conclusion: High performing employees are leaving the job more than low performing employees.
 Drag the satisfaction level tab besides the measures tab.
 As we can see in below chart, the moderate satisfaction level employee’s strength is highest
among all employees.
 Drill down the termination reason and select voluntary reason for closer look.

13.  Drill up all measures of dataset.
 Switch to only chart view.
 Conclusion: As you can see in above bar chart, Course cost is highest for moderate satisfied
employees among all other employees. This can be a reason of their attrition.

14. Task 1: Import the dataset.
Task 2: Create the Hierarchy (change owner dimension):
 Select the Advanced tab.
 Change the owner dimension of Employee field into Employee Performance.
Employee Performance
Employee
Workshop 3: Build a report on Return on Investment analysis
Purpose:
Build a report that studies Investments done by organization over their employees, so performance of employees can be
improved. The focus of the study is analysis of Employment cost, training cost and benefits that effect organization
revenue and profits.

15.  Dataset loaded in new workspace.
Can drill up or drill down
the performances A, B, C
and D, it gives out the list
of employee names fall
into that category.

16.  Select Bonus value measure.
 Change visualization into Tree map.
Conclusion: As we can see in above tree map, Bonus value provided by organization to their
employees of lower performance is higher than average performance employees.
 Training cost is not available in the list of measures; we need to convert its data type.
 From Data Sliding panel (at right hand side), click the All imports.
 Select your dataset, right click and then choose edit import.

17. Click the Advanced tab.
 Select Training cost, right click then change properties.
 Change data type (at top, in properties panel) from Text to Integer.

18.  Now training cost will also be treated as Measure.
 Analyze the training investment against performance of employees; organization is doing over
their employees.
Conclusion: Training cost invested over the lower performance employees is higher than average
performance employees. So this is one of the focus areas where organization should work (such as
change course plan or course days etc).