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Q&A: DATA MODULES, DATA SETS &
DATA SERVERS
Gathered from Participants at the Data
Acquisition & Storytelling in Cognos
Analytics Webinar
Q: Where does the personal data in Cognos Analytics get loaded?
A: Uploaded files and data sets are stored in a columnar database
which resides on the Cognos Analytics application tier.
Q: When a file is uploaded on Cognos Analytics is it available to
everyone who is looking at the server or only available to the person
who uploads it?
A: Uploaded data is available to everybody by default. Also by
default, the entry will be placed in the user’s personal folder as well.
Q: In a data module on Cognos Analytics, can I hide fields?
A: Yes, you can hide columns in data modules.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: When creating a data server connection in Cognos Analytics is the
data saved locally on the BI application or does it query the database
for every run?
A: A data server connection is a pathway to the live database, so
queries based on a data server connection will query the underlying
database each time. An important takeaway from this session is that
there is also a data set, which can be based on a data server
connection. The data set is an extract of data that lives on the Cognos
Analytics server.
Q: If I loaded tables in Cognos Analytics via a data server connection
and then linked to an existing package using a data module would the
additional tables become part of the existing package?
A: No, with a data module you are creating a metadata model that is
blending your existing packages, data server tables, uploaded files,
etc. You will not be making any changes to your existing packages.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: When creating a data server connection in Cognos Analytics is the
data saved locally on the BI application or does it query the database
for every run?
A: A data server connection is a pathway to the live database, so
queries based on a data server connection will query the underlying
database each time. An important takeaway from this session is that
there is also a data set, which can be based on a data server
connection. The data set is an extract of data that lives on the Cognos
Analytics server.
Q: We have Cognos BI 10.2.2 FP7 installed, does Cognos Analytics,
release 5 need bigger or better hardware to match performance?
A: Hardware is dependent on your concurrent user load. You can get
the hardware specification from IBM: http://www-
01.ibm.com/support/docview.wss?uid=swg27047186
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
This questions log was taken from the webinar Data
Acquisition & Storytelling in Cognos Analytics: How-To
Demos Data Modules, Data Sets & Data Servers
To view the FREE video recording of the presentation
and download this deck, go to:
http://www.senturus.com/resources/data-
acquisition-storytelling-in-cognos-analytics/
The Senturus comprehensive library of recorded
webinars, demos, white papers, presentations, and case
studies is available on our website:
http://www.senturus.com/resources/
Hear the Recording
Copyright 2016 Senturus, Inc. All Rights Reserved.
Q: When creating a data server connection in Cognos Analytics is the
data saved locally on the BI application or does it query the database
for every run?
A: A data server connection is a pathway to the live database, so
queries based on a data server connection will query the underlying
database each time. An important takeaway from this session is that
there is also a data set, which can be based on a data server
connection. The data set is an extract of data that lives on the Cognos
Analytics server.
Q: Can we use report parts in the Cognos Analytics dashboard
capability like we can in Cognos BI Workspace (10.x)?
A: As of the most current version of Cognos Analytics, release 5, this
is not possible. However, IBM has indicated that reusing report parts
in dashboarding is on the product roadmap and could be released in
early 2017.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: Is it possible to use custom colors in the dashboard in Cognos
Analytics?
A: Palettes can be changed, but to truly customize the available
colors and palettes you would need to modifying the underlying
system style sheets.
Q: Can we assign a home page for other users in Cognos Analytics?
A: No, unfortunately we have not yet found a way to do this.
Q: I notice you are using Firefox for your browser. What has been your
experience when using IE with Cognos Analytics?
A: We have had good results using either of the supported browsers.
Our preference is with Firefox or Chrome, but IE 11 has been stable
and reliable.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: Where are uploaded files stored in Cognos Analytics, in the content
manager database or in a network location?
A: Uploaded files are stored in an Apache parquet file that is stored in
the content store database.
Q: What happens to our files when we migrate from a DEV to a PROD
environment in Cognos Analytics? Do we need to do an upload again in
the new environment?
A: You should not need to upload again if you use proven migration
practices, doing so should bring all your uploaded resources to the
new environment.
Q: What types of files can we upload in Cognos Analytics?
A: CSV, Excel or other delimited flat files.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: I found that if I modified the uploaded file in Cognos Analytics by
adding a column for example, I must delete the uploaded file then re-
upload it. Using the update only (values) option won't work. Is this the
correct process?
A: If the source file has a structural change as you describe, new
columns, or columns removed, reordered or renamed, then we
recommend deleting and re-uploading the file.
Q: When creating a data server connection in Cognos Analytics, are
the credentials used for pulling data from the database server stored
on the connection used by other people?
A: Yes, data server credentials are set at the highest level. The owner
of the data server connection can then assign permissions and access
to tables and schemas by user or user group.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: When defining a data server connection, does the Cognos server
(the physical hardware) make the connection to the database, and if
so, would a firewall potentially block access in Cognos Analytics? Or,
does something in the browser make the connection to the data
server on the port and relay the data to the Cognos server? In other
words, does the Cognos server have access to the external database?
A: The Cognos BI server connects directly to the database, so that is
where the connectivity must live. There is no connectivity needed
from client browsers to the physical data sources.
Q: Are portlets (portal pages) available in Cognos Analytics?
A: Not right now, but IBM has mentioned that portal pages are on the
roadmap.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: Is SSO (single sign-on) available in Cognos Analytics, release 5?
A: Yes, here is a description of the steps required for setting it up:
http://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.0.0/c
om.ibm.swg.ba.cognos.inst_cr_winux.doc/t_gateway_iis.html#gatewa
y_iis
Q: Can we build our own hierarchies in a data set in Cognos Analytics?
A: Not directly, you must create a data module on top of the data set
first. Then, you can use the new feature called Navigation Paths to
create your desired drill paths/hierarches.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: If the data set refreshes on a schedule, how does the dashboard
refresh in Cognos Analytics?
A: The dashboard would need to be re-run if a dataset refresh
occurred while it was being displayed, but the dashboard does refresh
each time it is opened.
Q: Do the charts still use JSON in Cognos Analytics? I heard IBM was
thinking of changing it to something else?
A: Visualizations in Cognos Analytics are based on the RAVE2 engine,
so yes, JSON is still the standard.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
Q: Are Active Reports and Cognos Insight still available in Cognos
Analytics?
A: Active Reports are still available and are part of the reporting tool.
Active Reports is still the go-to-solution for mobile and IBM plans to
continue to build its functionality etc. We don't believe there is much
development regarding Cognos Insight and have heard it is not the
focus at IBM.
Q: How can I get a report’s search path in Cognos Analytics? Can a
report with parameters be embedded on an external website?
A: There is a share and embed option in release 5, which allows you
to grab the URL of a report. Using URL methods, reports can then be
embedded into external pages, but it does require a license to view.
Data Acquisition & Storytelling in Cognos
Analytics Q&A
Copyright 2017 Senturus, Inc. All Rights Reserved.
This questions log was taken from the webinar Data
Acquisition & Storytelling in Cognos Analytics: How-To
Demos Data Modules, Data Sets & Data Servers
To view the FREE video recording of the presentation
and download this deck, go to:
http://www.senturus.com/resources/data-
acquisition-storytelling-in-cognos-analytics/
The Senturus comprehensive library of recorded
webinars, demos, white papers, presentations, and case
studies is available on our website:
http://www.senturus.com/resources/
Hear the Recording
Copyright 2016 Senturus, Inc. All Rights Reserved.
Business Analytics Consultants
WHO WE ARE
Bridging the Gap Between Data & Decision Making
DECISIONS
& ACTIONS
Business Needs
Analysis
Ready
Data
Analysis
Ready
Data
Copyright 2017 Senturus, Inc. All Rights Reserved.
• Dashboards, Reporting &
Visualizations
• Data Preparation & Modern Data
Warehousing
• Self-Service Business Analytics
• Big Data & Advanced Analytics
• Planning & Forecasting Systems
• Proprietary Analytics Connector
Software
Business Analytics Architects
Copyright 2017 Senturus, Inc. All Rights Reserved.
1000+ Clients, 2000+ Projects, 16+ Years
Copyright 2017 Senturus, Inc. All Rights Reserved.
ADDITIONAL RESOURCES
*Custom, tailored training also available*
Cognos Training Options – Five New V11 Classes
Copyright 2017 Senturus, Inc. All Rights Reserved.
More Free Resources:
http://www.senturus.com/resources/
Copyright 2017 Senturus, Inc. All Rights Reserved.
Thank You!
www.senturus.com
info@senturus.com
888 601 6010
Copyright 2017 by Senturus, Inc.
This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.

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Q&A: Data Modules, Data Sets & Data Servers

  • 1. Q&A: DATA MODULES, DATA SETS & DATA SERVERS Gathered from Participants at the Data Acquisition & Storytelling in Cognos Analytics Webinar
  • 2. Q: Where does the personal data in Cognos Analytics get loaded? A: Uploaded files and data sets are stored in a columnar database which resides on the Cognos Analytics application tier. Q: When a file is uploaded on Cognos Analytics is it available to everyone who is looking at the server or only available to the person who uploads it? A: Uploaded data is available to everybody by default. Also by default, the entry will be placed in the user’s personal folder as well. Q: In a data module on Cognos Analytics, can I hide fields? A: Yes, you can hide columns in data modules. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 3. Q: When creating a data server connection in Cognos Analytics is the data saved locally on the BI application or does it query the database for every run? A: A data server connection is a pathway to the live database, so queries based on a data server connection will query the underlying database each time. An important takeaway from this session is that there is also a data set, which can be based on a data server connection. The data set is an extract of data that lives on the Cognos Analytics server. Q: If I loaded tables in Cognos Analytics via a data server connection and then linked to an existing package using a data module would the additional tables become part of the existing package? A: No, with a data module you are creating a metadata model that is blending your existing packages, data server tables, uploaded files, etc. You will not be making any changes to your existing packages. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 4. Q: When creating a data server connection in Cognos Analytics is the data saved locally on the BI application or does it query the database for every run? A: A data server connection is a pathway to the live database, so queries based on a data server connection will query the underlying database each time. An important takeaway from this session is that there is also a data set, which can be based on a data server connection. The data set is an extract of data that lives on the Cognos Analytics server. Q: We have Cognos BI 10.2.2 FP7 installed, does Cognos Analytics, release 5 need bigger or better hardware to match performance? A: Hardware is dependent on your concurrent user load. You can get the hardware specification from IBM: http://www- 01.ibm.com/support/docview.wss?uid=swg27047186 Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 5. This questions log was taken from the webinar Data Acquisition & Storytelling in Cognos Analytics: How-To Demos Data Modules, Data Sets & Data Servers To view the FREE video recording of the presentation and download this deck, go to: http://www.senturus.com/resources/data- acquisition-storytelling-in-cognos-analytics/ The Senturus comprehensive library of recorded webinars, demos, white papers, presentations, and case studies is available on our website: http://www.senturus.com/resources/ Hear the Recording Copyright 2016 Senturus, Inc. All Rights Reserved.
  • 6. Q: When creating a data server connection in Cognos Analytics is the data saved locally on the BI application or does it query the database for every run? A: A data server connection is a pathway to the live database, so queries based on a data server connection will query the underlying database each time. An important takeaway from this session is that there is also a data set, which can be based on a data server connection. The data set is an extract of data that lives on the Cognos Analytics server. Q: Can we use report parts in the Cognos Analytics dashboard capability like we can in Cognos BI Workspace (10.x)? A: As of the most current version of Cognos Analytics, release 5, this is not possible. However, IBM has indicated that reusing report parts in dashboarding is on the product roadmap and could be released in early 2017. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 7. Q: Is it possible to use custom colors in the dashboard in Cognos Analytics? A: Palettes can be changed, but to truly customize the available colors and palettes you would need to modifying the underlying system style sheets. Q: Can we assign a home page for other users in Cognos Analytics? A: No, unfortunately we have not yet found a way to do this. Q: I notice you are using Firefox for your browser. What has been your experience when using IE with Cognos Analytics? A: We have had good results using either of the supported browsers. Our preference is with Firefox or Chrome, but IE 11 has been stable and reliable. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 8. Q: Where are uploaded files stored in Cognos Analytics, in the content manager database or in a network location? A: Uploaded files are stored in an Apache parquet file that is stored in the content store database. Q: What happens to our files when we migrate from a DEV to a PROD environment in Cognos Analytics? Do we need to do an upload again in the new environment? A: You should not need to upload again if you use proven migration practices, doing so should bring all your uploaded resources to the new environment. Q: What types of files can we upload in Cognos Analytics? A: CSV, Excel or other delimited flat files. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 9. Q: I found that if I modified the uploaded file in Cognos Analytics by adding a column for example, I must delete the uploaded file then re- upload it. Using the update only (values) option won't work. Is this the correct process? A: If the source file has a structural change as you describe, new columns, or columns removed, reordered or renamed, then we recommend deleting and re-uploading the file. Q: When creating a data server connection in Cognos Analytics, are the credentials used for pulling data from the database server stored on the connection used by other people? A: Yes, data server credentials are set at the highest level. The owner of the data server connection can then assign permissions and access to tables and schemas by user or user group. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 10. Q: When defining a data server connection, does the Cognos server (the physical hardware) make the connection to the database, and if so, would a firewall potentially block access in Cognos Analytics? Or, does something in the browser make the connection to the data server on the port and relay the data to the Cognos server? In other words, does the Cognos server have access to the external database? A: The Cognos BI server connects directly to the database, so that is where the connectivity must live. There is no connectivity needed from client browsers to the physical data sources. Q: Are portlets (portal pages) available in Cognos Analytics? A: Not right now, but IBM has mentioned that portal pages are on the roadmap. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 11. Q: Is SSO (single sign-on) available in Cognos Analytics, release 5? A: Yes, here is a description of the steps required for setting it up: http://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.0.0/c om.ibm.swg.ba.cognos.inst_cr_winux.doc/t_gateway_iis.html#gatewa y_iis Q: Can we build our own hierarchies in a data set in Cognos Analytics? A: Not directly, you must create a data module on top of the data set first. Then, you can use the new feature called Navigation Paths to create your desired drill paths/hierarches. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 12. Q: If the data set refreshes on a schedule, how does the dashboard refresh in Cognos Analytics? A: The dashboard would need to be re-run if a dataset refresh occurred while it was being displayed, but the dashboard does refresh each time it is opened. Q: Do the charts still use JSON in Cognos Analytics? I heard IBM was thinking of changing it to something else? A: Visualizations in Cognos Analytics are based on the RAVE2 engine, so yes, JSON is still the standard. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 13. Q: Are Active Reports and Cognos Insight still available in Cognos Analytics? A: Active Reports are still available and are part of the reporting tool. Active Reports is still the go-to-solution for mobile and IBM plans to continue to build its functionality etc. We don't believe there is much development regarding Cognos Insight and have heard it is not the focus at IBM. Q: How can I get a report’s search path in Cognos Analytics? Can a report with parameters be embedded on an external website? A: There is a share and embed option in release 5, which allows you to grab the URL of a report. Using URL methods, reports can then be embedded into external pages, but it does require a license to view. Data Acquisition & Storytelling in Cognos Analytics Q&A Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 14. This questions log was taken from the webinar Data Acquisition & Storytelling in Cognos Analytics: How-To Demos Data Modules, Data Sets & Data Servers To view the FREE video recording of the presentation and download this deck, go to: http://www.senturus.com/resources/data- acquisition-storytelling-in-cognos-analytics/ The Senturus comprehensive library of recorded webinars, demos, white papers, presentations, and case studies is available on our website: http://www.senturus.com/resources/ Hear the Recording Copyright 2016 Senturus, Inc. All Rights Reserved.
  • 16. Bridging the Gap Between Data & Decision Making DECISIONS & ACTIONS Business Needs Analysis Ready Data Analysis Ready Data Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 17. • Dashboards, Reporting & Visualizations • Data Preparation & Modern Data Warehousing • Self-Service Business Analytics • Big Data & Advanced Analytics • Planning & Forecasting Systems • Proprietary Analytics Connector Software Business Analytics Architects Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 18. 1000+ Clients, 2000+ Projects, 16+ Years Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 20. *Custom, tailored training also available* Cognos Training Options – Five New V11 Classes Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 21. More Free Resources: http://www.senturus.com/resources/ Copyright 2017 Senturus, Inc. All Rights Reserved.
  • 22. Thank You! www.senturus.com info@senturus.com 888 601 6010 Copyright 2017 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc.