This document provides instructions for creating a dashboard in IBM Cognos Workspace. The purchasing department requested a dashboard with interactive reports on invoice data, including totals and payees waiting to be paid. The steps show how to launch Cognos, create a new workspace, add existing reports on purchase requests and invoices, and filters to customize the displayed data. Visualization widgets like charts and filters are dragged onto the workspace from the toolbox. Final steps customize the layout, style, and save the completed dashboard.
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Are you still performing field operations manually? How do you update hundreds of fields at scale? Learn how #BOFC, the world’s #1 Salesforce metadata application can reduce time spent on Salesforce field operations. Visit - https://bofc.io/category/bulk-field-operation
This slideshow was presented at our quarterly Deltek Vision User Group Meetings in San Antonio, Houston, Denver, Honolulu as well as our web-based version. If you would like to participate in one of these User Groups you can do so for free. Visit http://www.bcsprosoft.com/events for a list of all upcoming User Groups, training opportunities, webcasts and more.
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Development tools installed on your PC? SO LAST YEAR! By leveraging Platforms as a Service, Software as a Service, and DevOps techniques, you can develop the next great app without ever leaving your web browser.
Bring your laptop or tablet, and get ready to code! You’ll leave this session with a running app and the knowledge you need to lead your team into the wonderful world of cloud computing.
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This workshop will introduce you to the basics of deploying to Bluemix, planning your work, coding in the web IDE, creating a delivery pipeline, and debugging your Bluemix app. And you'll even get to use Cloudant!
Analytics with Power BI and R - A Hands on session. See how you can transform your existing Business Intelligence platform to really a data insights platform fueled by R and driven by machine learning.
Nowadays, organizations are looking to transform their data processing efforts into analytics and reports, which gives real-time insights into their business using machine learning and R recently. Microsoft power BI as a self-service BI tool, which defines an approach for enabling self-service analytics helps people to easily extract data from different sources, apply data transformation for visualizing data in an appropriate way. R become a language for data analysis and machine learning. Recently, Microsoft enabled users to use R codes and visuals inside the Power BI.
Want to know how you can integrate all your enterprise data together in one place? Then join us on.
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1. Page 1
Workshop 4: Creating Dashboards
Introduction
Thisworkshop’spurpose is todemonstrate the capabilitiesof IBMCognosWorkspace. Cognos
Workspace isa webbasedtool whichallowsuserstouse existingIBMCognosreportsto build
sophisticatedinteractive workspace whichhelpfacilitate collaborative decisionmaking.
Workspace Scenario
The Purchasingdepartmenthascome to youwitha requestfora dashboardthat containscontentfrom
reportsthat have beenpreviously builtforthem. Theirgoal isto give usersaninteractive environment
witha selectnumberof purchasingreports.Theywouldalsoliketohave a complete view of Invoice
data such as totalsand payeeswaitingtobe paidout inboth a listreportand graphical chart ona single
page.
Launching IBM Cognos
We needtoopenInternetExplorerandenterthe URL for your IBMCognos Homepage (thisshouldbe
formattedasthe following http://NAMEOFCOGNOSSERVER/COGNOSVERSION NUMBER
EX:http://lgcognos/cognos10). Once you enteryourCognoswebaddressyouwill wanttoclickon the
Log On linkinthe upperrightcorner of your screen.
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Start Cognos Workspace
Once we are loggedintoIBMCognos. ClickonLaunch in the upperrightcorner to opena pull-down
menu,thenclickCognosWorkspace.
Create New
WhenopeningCognos Workspace,youwill be presentedwiththe optiontoCreate New orOpen
Existing.
Create New
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Build the Dashboard
You shouldnowbe lookingata screensimilartothe screenshotbelow,andare readyto beginbuilding
the dashboard.
1. ExpandPublicFolders
a. ExpandCognosTraining
b. ExpandDashboardWorkshop
Add Content to the Dashboard
We are ready to addcontentto our dashboard.
2. Select,dragand drop the ‘Purchase RequestPendingApproval’report.
4. Page 4
Whendraggingoverthisreportwe are essentiallyselectingthisreporttobe part of our dashboardand
will give usa constantlive view.
The Purchase RequestPendingApproval reportisdisplayingall currentpurchase requeststhathave
beensavedandare inthe pendingapproval stage. The reportshowsinformationsuchasthe userswho
initialedthe purchase request,total amount,vendorname,etc.
a. Your Workspace shouldlooksimilartothis.
3. Clickon the Toolbox tabon the bottomrightof the workspace.
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a. Select,dragand dropthe ‘SelectValue Filter’ widgetbelow the report.
b. Afterdroppingthe ‘SelectValue Filter’thisyouwill see the ‘Properties –SelectValue
Filter’ screenappear,asshown below (#4).
4. The SelectValue Filterallows userstofiltereitherpartsof or the entire dashboard basedonthe
valuesselectedinthe filter.We will configure the propertiesaslisted.
1. Data Item:PORequested By
2. Use onlythe followingvalues: Onlycheckthe PurchasingUsersindatabase
3. Numberitemthatcan be selected: Multiple values
4. Style:List
5. Showdescriptive text: PleaseSelectaPurchasingUser
6. Finallyclick once complete
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There Toolbox tabisthe locationwhere all the Toolsforthe dashboardpage are held. Whenadding
anythingotherthanreportcontent,youwill goto the toolbox. One of manytoolsavailable are
insertingawebpage to allowa userto accessa business relatedpage directlyfromtheirdashboard
insteadof havingtoopenan additional browserwindow.
5. Select,dragand dropthe ‘Total AmountWP’Chart.
a. Your Workspace shouldlooksimilartothis.
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6. Select,dragand dropthe ‘InvoicesReadyforPayment’ report.
a. Your Workspace should now looksimilartothis.
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7. Clickon the Toolbox tabon the bottomrightof the workspace.
a. Select,dragand dropthe ‘SliderFilter’widgetbelow the report.
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1. The SliderFilterissimilarinthe waythatotherdata filtersworkbutitsunique sliding
functionalityallowsuserstofiltereitherasingle ormultiplereportswithin the dashboardbased
on the valuesselectedinthe rangerof the sliderfilter.We willconfigure the properties forthis
filteraslisted below.
1. Data Item:Invoice Amount
2. From: LowestValue To:HighestValue
3. Style:Range of values
4. Displayvaluesasfilterlabels:Checked
5. Showdescriptive text: SelectInvoice Range Amount
6. Finallyclick once complete
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1. Your Workspace shouldnow looksimilartothis.
Personalizing your Workspace
Once the desiredcontentisavailableonyourworkspace,youhave the optionto customize itslayout
and style toyour appropriate business.
1. In the ribbonbar,click Layoutand Style thenclickonEditWorkspace Style.
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a. Nowyoucan change the backgroundcolorfor youworkspace canvasor applya
backgroundimage.
b. Clickthe dropdownmenuarrow inthe Color selectionbox.
c. Click on Set Color.
12. Page 12
d. Selectacolor fromthe palette touse as yourbackgroundcolor.The SetColor
popup will disappearandyourselectedcolorwill be availableinthe Preview
screen.
Clickon the Widgetstab.
13. Page 13
Thisscreengivesyouthe abilitytomodifythe appearance of ALLwidgetsonyourworkspace at one
time. Settingschangedhere are universallyappliedtoALLWidgetsonALL Tabs
Your Final Workspace shouldnowlooksimilartothis.
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Clickon the dropdowntoSave your Workspace inyourappropriate folderlocation,forlateraccess.
Thisnow concludesthe workshop.Youmaynow close the browserwindow.