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© 2011 IBM Corporation
IBM Software
An IBM Proof of Technology
C O G N O S
IBM Cognos 10 & TM1
© 2011 IBM Corporation 2
Welcome
● Introductions
�Name
�Role in organization
�Expectations for the session
● Logistics
�Access restrictions
�Restrooms
�Emergency exits
�Smoking policy
�Meals and refreshments
© 2011 IBM Corporation 3
Overall Session Objectives
● Acquaint participants with the IBM Cognos 10 as well as IBM TM1 – all in one day!
● Provide hands-on interaction with key solution elements
● Help participants identify how these capabilities can be applied to drive better outcomes in their organization
© 2011 IBM Corporation 4
Business Intelligence Agenda (9:00AM to 12:00PM)
● Overview of IBM Business Analytics and IBM Cognos 10
● Business User Experience – Overview and Lab
● Business User Authoring – Overview and Lab
● Professional Authoring – Overview and Lab
● Metadata Modeling – Overview
● Architecture, Integration and Systems Management – Overview
© 2011 IBM Corporation 5
TM1 Agenda (1:00PM – 4:00PM)
● IBM Cognos solutions overview
● Performance Management
● Financial Performance Management
● Introduction to IBM Cognos TM1
● Understanding OLAP
● Hands On Workshop
© 2011 IBM Corporation 6
Trusted Information
Actionable Insights
SmarterDecisions
BetterOutcomes
Business Analytics: driving better outcomes
© 2011 IBM Corporation 7
Business Analytics and Optimization Solutions
© 2011 IBM Corporation 8
User needs vary by role, perspective, and skills...
The fundamental questions do not
DATA EXTERNAL DATA
EDW
Suppliers
Industry BenchmarksCRM, ERP
Why?How are we doing?
What should we be doing?
How are we doing?
Executives
Individual Contributors
IT
Business AnalystsManagers
Customers
What should we be doing?
© 2011 IBM Corporation 9
How are we doing?
How are we doing?
● Monitor performance with personalized dashboards
● Track achievement against strategies and objectives with actionable scorecards
● Receive real-time feedback on current conditions for intra-day decision making
● Set personalized alerts for the most relevant and targeted action
© 2011 IBM Corporation 10
Why? What are the drivers?
● Access detail behind summaries
● Change perspectives by traveling up and down hierarchies
● Understand trends over time
● Compare metrics across multiple dimensions
● Create ad-hoc query and analysis
● Identify possible correlations
Why?
© 2011 IBM Corporation 11
What should we be doing?
● Evaluate alternate scenarios with 'what-if' analysis
● Easily model complex multi-variate scenarios
● Predict likely outcomes based on
prior history
What should we be doing?
p
© 2011 IBM Corporation 12
BlackBerry®
Integrate analytics into everyday decision making
● Web-based access for all users
● Enable users on the go with mobile device access and interactivity--
� iPad, BlackBerry, Windows, Android devices
● Leverage content in Excel, PowerPoint and Word
● Search for existing content or to
establish context for authoring
● Collaborate with others on decision making
● Integrate seamlessly into other systems
© 2011 IBM Corporation 13
C O G N O S
V A L U E
T I M E
Deliver Innovation and Sustained Value
IBM Cognos 8
Series 7
A revolutionary BI workspace delivered on a proven platform
with seamless upgrade
© 2011 IBM Corporation 14
Cognos 10 Summary
● Engages all users with a consistent, accurate view of business information
�Personalized and role appropriate user experience
�Self-service model speeds information access
● Provides comprehensive, multi-perspective analytic capabilities
�Past, present and future
�Multiple delivery channels to provide information where and when decisions are made
● All capabilities in one product extends analytic value, lower time to adoption and lowers TCO
© 2011 IBM Corporation 15
Agenda
● Overview of IBM Business Analytics and IBM Cognos 10
● Business User Experience – Overview and Lab
● Business User Authoring – Overview and Lab
● Professional Authoring – Overview and Lab
● Metadata Modeling – Overview
● Architecture, Integration and Systems Management – Overview
● Summary and Wrap Up
© 2011 IBM Corporation 16
Module Objectives
� Examine self-service capabilities for business users
– Explore the Cognos Connection web portal
– Assemble and customize content in the integrated BI workspace
© 2011 IBM Corporation 17
Welcome to IBM Cognos software
© 2011 IBM Corporation 18
What is Cognos Connection?
� Customizable portal interface to all Cognos 10 content
– Public Folders are shared and secured by user or group
– My Folders is private
� Launching point for different capabilities based on permissions
– Studios, administrative functions
� Used to set preferences
– Language, run options, home page
© 2011 IBM Corporation 19
Access and personalize content
� Access and view content, live or saved output versions
� Open the report for editing
� Personalize the view by setting prompt values, output format, language
� Schedule the report to be run in the future or at recurring intervals
Run a report to view live data.Run a report with options.
Schedule a report.
Edit a report
© 2011 IBM Corporation 20
Set personalized alerts
� Users can request an alert
–When a report is run
–When specific thresholds are met / exceeded
© 2011 IBM Corporation 21
What is Business Insight?
� Interactive, self-service workspace
� Assemble and share dashboards
– Assemble content for a personal or shared dashboard without IT intervention
– Arrange elements in an intuitive, WYSIWYG interface
� Interact with information for greater understanding
– Personalize the look and feel with easy formatting options
– Create calculations
– Select alternate visualizations
– Conduct further analysis in context
– Examine data lineage
� Share and collaborate on key information
– Add comments to clarify and question
– Search for existing content and begin authoring in context
© 2011 IBM Corporation 22
The Business Insight interface
Widgets
Canvas On-demand toolbar
Content store/toolbox
Canvas
toolbar
© 2011 IBM Corporation 23
Using toolbars and menus
� The main toolbar
– Controls for dashboard-wide options
– Access content search
� On-demand menus control individual widget behavior and properties
© 2011 IBM Corporation 24
The widget menu: Interact with information
● Select alternate views and visualizations
● Filter, sort, calculate
● Drill up and down
● Group data
● Add commentary
© 2011 IBM Corporation 25
The widget menu: Communication and manipulation
● Set communication between widgets
�Filters, prompts and coordinated drilling
● Export content to other formats
● Access saved content outputs
© 2011 IBM Corporation 26
Demonstration: Business Insight
© 2011 IBM Corporation 27
Objectives Review
� Examined self-service capabilities for business users
– Explored the Cognos Connection web portal
– Assembled and customized content in the integrated BI workspace
© 2011 IBM Corporation 28
Agenda
● Overview of IBM Business Analytics and IBM Cognos 10
● Business User Experience – Overview and Lab
● Business User Authoring – Overview and Lab
● Lunch
● Professional Authoring – Overview and Lab
● Metadata Modeling – Overview
● Architecture, Integration and Systems Management – Overview
● Summary and Wrap Up
© 2011 IBM Corporation 29
Module Objectives
� Examine business user authoring
– Creating new content using Business Insight Advanced
– Combining data and visualizations
– Apply styles and formatting
© 2011 IBM Corporation 30
What is Business Insight Advanced?
� Web-based, drag and drop content authoring interface designed for business users
� Relational or dimensional data
� Multiple data layouts and visualizations
� Styles and formatting
� Format, layout, and distribution
� Incorporate external data
� Content can be run as standalone report or incorporated into Business Insight workspace
� Leveraged as starting point for further enhancement by professional authors as needed
© 2011 IBM Corporation 31
The Business Insight Advanced interface
Toolbar
Package and Model
Toolbox
Properties
Presentation
© 2011 IBM Corporation 32
Data exploration and analysis capabilities
� Drag and drop data elements from metadata
� Easy but powerful data manipulation
– Summarization
– Grouping
– Calculations
– Member and Set Operations
• Exclude, move, replace, and create)• Top/bottom count• Unions• Nesting• Editing data set
© 2011 IBM Corporation 33
� Unique concepts of dimensions, hierarchies, members
Key Concept: Working with dimensional data
Dimension (Products)
Members (Product Line)
Level (Product line)
© 2011 IBM Corporation 34
A wide range of chart types and visualizations
� Selecting an appropriate visualization allows users to quickly identify patterns and understand context
� Utilizes new charting engine in Cognos 10
© 2011 IBM Corporation 35
Expanded toolbox
� Query calculations
� Layout options
– Crosstab spacing
– Blocks
� Text items
� Page numbers
� Report production date and time
© 2011 IBM Corporation 36
Formatting and layout control
� Font Control and Alignment
� Table, Layout, and Border Controls
� Conditional Formatting
� Alignment
� Headers and Footers
� Object Properties (Chart, Crosstab, and Lists)
© 2011 IBM Corporation 37
Key Concept: Drop Zones and Nesting
� Crosstab edge cells have four drop zones: one on each side, one at the top of the cell, and one at the bottom of the cell.
� Use the crosstab drop zones to add data items as parents, peers, or children of other items in the crosstab.
Add Sales Territory as a peer of Product line
Add Sales Territory as a child of Product line
© 2011 IBM Corporation 38
High productivity features
� Styles
– Define appearance by category of object type
� Eye dropper
– Quickly copy and paste multiple formatting properties
© 2011 IBM Corporation 39
Leveraging external data� Combine and correlate data from external sources with corporate data
– Need to combine financial targets and forecasts from spreadsheets with actuals
� Import a list of records to filter a report
– Import a lengthy list of customers, Claim IDs, or SKUs to filter reports
� Provide more flexibility for IT to allow the users to leverage all of their data– Use as an alternative for off-requests to augment or create new datamarts
� Wizard-driven mapping process
� Capability that can be secured
© 2011 IBM Corporation 40
Solution Demonstration: Business Insight Advanced
© 2011 IBM Corporation 41
Easily extended by professional authors
�Professional authors can extend the content using Report Studio
© 2011 IBM Corporation 42
Objectives Review
� Examined business user authoring
– Created new content using Business Insight Advanced
– Combined data and visualizations
– Applied styles and formatting
© 2011 IBM Corporation 43
Agenda
● Overview of IBM Business Analytics and IBM Cognos 10
● Business User Experience – Overview and Lab
● Business User Authoring – Overview and Lab
● Professional Authoring – Overview and Lab
● Metadata Modeling – Overview
● Architecture, Integration and Systems Management – Overview
● Summary and Wrap Up
© 2011 IBM Corporation 44
Module Objectives
� Examine professional report authoring
– Understand additional capabilities for professional authors
– Develop familiarity with extended interface components
© 2011 IBM Corporation 45
What is Report Studio?
� Web-based professional report authoring environment
� Create new reports or enhance content created by business users
� Provides fine-grain control over layout formatting and presentation for production ready formatting
� Additional capabilities for the professional author
– Extend reports with interactive maps and prompts
– Multiple logical pages for varied content
– Interactive tables of contents
– Create offline Active Reports
– Incorporate statistical analysis
© 2011 IBM Corporation 46
Explore Report Types
� Start from numerous pre-defined templates, or blank report
© 2011 IBM Corporation 47
Explorer Bar
The Report Studio interface� Familiar but extended interface components
– Toolbars, insertable objects pane, properties window
© 2011 IBM Corporation 48
Multi-Page Reports
� Multiple logical pages
� Charts, graphs, data from multiple sources
� Support book of business
– Summary
– Details
� Prompt pages
© 2011 IBM Corporation 49
� Metadata tree view
� Extended toolbox view
� Data item view to access queries and query items
The extended Insertable Objects pane
ToolboxData ItemsSource
© 2011 IBM Corporation 50
� Many additional properties for the professional author
Item Name
Property SettingProperty
Extended list of fine grain properties
Description
© 2011 IBM Corporation 51
Adding complex calculations
� Use sophisticated calculations to derive additional information
� Use Cognos functions or functions from underlying datasource
© 2011 IBM Corporation 52
Display Data Using Maps
� Report Studio provides a set of map files that you can use to create reports displaying data in a spatial context.
© 2011 IBM Corporation 53
Add a Background Image
� Enhance the appearance of reports by adding a background image.
© 2011 IBM Corporation 54
Enhance Reports Using Files and Links
� Add visual interest to a report by adding an HTML item such as a multi-media file to your report.
Add a hyperlink so users can link to a related website.
Add a multi-media file for visual interest.
Provide further information about the link by placing it in a field set.
© 2011 IBM Corporation 55
Add a drill through link to another report� Drill through allows linking from summary to
detail with context passed to the detail report.
© 2011 IBM Corporation 56
� Parameters are placeholders that require a value to determine what data to report on.
� Prompts ask the user to provide the value for the parameter.
Add parameters and prompts
© 2011 IBM Corporation 57
Use system generated prompts
� Prompt type is automatically selected by data type
© 2011 IBM Corporation 58
Demonstration: Report Studio
© 2011 IBM Corporation 59
Additional reporting topics: Active Reports
● Active Reports are high-performance, interactive, stand-alone reports
● Allows users to interact with information when offline
● Can be highly formatted and 'burst' to deliver personalized data for each user
● Authored in Report Studio
© 2011 IBM Corporation 60
Additional reporting topics: Statistical analysis
● Embed statistical analysis directly in Report Studio
● Visualize statistical results to better identify patterns and outliers
● Examples: Control charts, histograms, Chi-square, correlation
© 2011 IBM Corporation 61
Summary
� Examined professional report authoring
– Understand additional capabilities for professional authors
– Developed familiarity with extended interface components
© 2011 IBM Corporation 62
Agenda
●● Overview of IBM Business Analytics and IBM Cognos 10Overview of IBM Business Analytics and IBM Cognos 10
● Business User Experience – Overview and Lab
● Business User Authoring – Overview and Lab
● Professional Authoring – Overview and Lab
● Metadata Modeling – Overview
● Architecture, Integration and Systems Management – Overview
● Summary and Wrap Up
© 2011 IBM Corporation 63
Objectives
● In this module, we will:
�Discuss the role of business intelligence metadata
�Review the Framework Manager metadata modeling workflow
�Demonstrate the full modeling lifecycle
�Examine productivity-enhancing capabilities
© 2011 IBM Corporation 64
Why is Business Intelligence Metadata important?
� Provides an intuitive presentation of data to users
– Isolate users from back-end complexities
– Present federated view of heterogeneous sources
– Create filters and calculations for broad re-use
� Ensures consistency of results
– Define joins and calculations centrally
� Increases maintainabilty and manageability of BI content
– Identify usage of specific data items in content
© 2011 IBM Corporation 65
What is Framework Manager?
� A client tool that provides a graphical user interface used to model metadata
– Wizards to support common activities
– Features designed to support modeler productivity
� Cognos 10 uses the metadata model to create SQL for underlying datasource at request time
© 2011 IBM Corporation 66
Framework Manager Workflow
Create
Project
Data
Sources
Content
Store
Create
Project
Model Metadata
and Prepare theBusiness View
Import Metadata
Create and
Manage Packages
Publish Set Security
Man
ag
e P
roje
ct
© 2011 IBM Corporation 67
The Framework Manager Project
� When you work in Framework Manager, you work in a project.
� A project contains metadata objects (the model) organized for report authors according to the business model and rules.
� At the highest level, objects in a project include:
� a model
� namespaces
� data sources
� parameter maps
� packages
© 2011 IBM Corporation 68
Framework Manager Data Elements and Objects
● Within a project, data is defined and organized by the following elements:
� folder
�query subject
�query item
� relationship
� regular dimension
�measure dimension
�scope relationship
© 2011 IBM Corporation 69
Examine the Model
● Examine the model from the perspective of the report or ad hoc query author.
© 2011 IBM Corporation 70
Dimensional vs. Relational Modeling
� Dimensionally modeling relational data
– Dimensions, measures, hiearchies
– Converted to SQL for execution in RDBMS
� Enables OLAP capabilities
– Drill up / down
– Set operations
– Member functions
Relational Model
Dimensional Model
© 2011 IBM Corporation 71
Framework Manager Workflow – OLAP Sources
Create
Project
Content
Store
Create
Project
Model Metadata
and Prepare theBusiness View
Import Metadata
Create and
Manage Packages
Publish Set Security
Man
ag
e P
roje
ct
© 2011 IBM Corporation 72
Productivity enhancement: Model Accelerator
� Easy-to-use modeling environment to simplify the creation of star schema models
– Help new modelers create new models in Framework Manager and provide a jump start to model development for seasoned modelers
� Leverage proven practices, optimization techniques, and reduce number of errors
– Provide better guidance through wizards, prompts, and auto-correct features
� Flexibility to further extend and augment models
– Compatibility with Framework Manager to build in and define more complex relationships
© 2011 IBM Corporation 73
� Enables users to apply proven Cognos modeling practices to optimize model creation
� Reduces the amount of time and effort to build high-quality models
Pinpoint areas in themodel where improvementscan be made
Generate a quick report highlighting recommended areas of optimization
Launch Model Advisor from Framework Manager
Productivity enhancement: Model Advisor
© 2011 IBM Corporation 74
Objectives
● In this module, we:
�Discussed the role of business intelligence metadata
�Reviewed the Framework Manager metadata modeling workflow
�Demonstrated the full modeling lifecycle
�Examined productivity-enhancing capabilities
© 2011 IBM Corporation 75
Agenda
● Overview of IBM Business Analytics and IBM Cognos 10
● Business User Experience – Overview and Lab
● Business User Authoring – Overview and Lab
●● Professional Professional Authoring Authoring –– Overview and LabOverview and Lab
● Metadata Modeling – Overview
● Architecture, Integration and Systems Management –Overview
© 2011 IBM Corporation 76
Objectives
● In this module, we:
�Examine the Cognos 10 BI architecture
�Discuss integration points and methods
�Review systems management capabilities
�Discuss upgrading to Cognos 10 from previous versions
© 2011 IBM Corporation 77
IBM Cognos Performance Management Platform
Exploit existing infrastructure choices Integrated & optimized with IBM infrastructure
Metadata
Content
Security
Services API
Content
Model
Admin
Upgrade
IT Tools
Shared Dimensions
Personal Datasets
Plan & Report Saved Objects
QueryService
MovementService
Calculation Service
Presentation Service
EventService
Streaming Service
Shared Set of Purpose-Built Services
Security Service
Cognos 8 Bus – Dispatcher SOAP, XML
SchedulingService
Attachments, Annotations
Data Integration & Data Quality Tools
Platforms & Databases
Security Providers & Firewalls
Application & Web Servers
Cognos 10 Architecture
User Experience
Infrastructure Fit
Universal CapabilitiesAccess and Interactivity Business Modeling
Modern and Legacy Sources
Application Sources
OLAP Sources
Access to All Data
Message Sources
Relational Sources
Open Data Access
Common Business Model
Initiatives, Metrics
System ContentMetadata, Events Search Index, Audit Logs, System Metrics
Optimized OLAP64-bit in-MemoryHigh PerformanceStreaming Cache
© 2011 IBM Corporation 78
Complete user enablement
User Experience
Universal CapabilitiesAccess and Interactivity Business Modeling
© 2011 IBM Corporation 79
Cognos 8 Proven to scale predictably
Testing demonstrated Cognos BI scales linearly to large user groups
� As hardware capacity increased, scaling efficiency = 85%
User Scalability
0
10
20
30
40
50
60
- 20,000 40,000 60,000 80,000 100,000 120,000
Number of Users
Avera
ge R
esp
on
se T
ime
(seco
nd
s)
� Testing was conducted on up to 80,000 users
� As users and hardware were increased, response times remained exceptionally stable, within a range of 2%.
© 2011 IBM Corporation 80
Cognos 10 Introduces Dynamic Query Mode
● Improves query performance for analyst users
�Leverage optimization techniques to improve query performance
● Reuse result sets from queries for performance against commonly requested information
�Allow users to leverage previously run queries and retrieve data without continually re-planning and re-querying a data source
● More easily track, troubleshoot, and identify exactly what is causing performance issues with queries
� Identify where the specific bottlenecks are with queries to identify where to optimize
Optimized Query
Generation
Security-aware
Self-learning cache
Query Visualization
and Cache
Maintenance
© 2011 IBM Corporation 81
IBM Cognos 10 performance with in-memory processing
●IBM Cognos platform provides faster answers to business problems with in-memory patented technology
�64-bit In-memory optimized query generation with pattern intelligence to improve performance against complex heterogeneous data
� In-memory calculations and aggregate operations for faster results
�64 bit cache facilities with 'in-memory' optimizations- hierarchies, members, facts, calculations and prompts for improved report performance
●Dynamic Query initial conformance is SAP BW, TM1, Essbase.
Query Service
with Dynamic Query Capabilities
Common Business Model
Logs
20+ New Patents
Modern and Legacy Sources
Application Sources
OLAP Sources
Message Sources
Relational Sources
OLAP
Adapters
Relational
Adapters
� TM1
� Cubing
Services
� PowerCube
� SAP BW
� MSAS
� Essbase
� DB2
� Informix
� Oracle
� Teradata
� SQLServer
� ODBC
� JDBC…
Hybrid
IT
Tools
Query
Visualization
Open Data Access
Cache
© 2011 IBM Corporation 82
Now with Cognos 10: Ad-hoc analysis of real-time information
● Instantly view the information needed to monitor your business and make daily or hourly decisions
● View in context with other BI information directly in Business Insight
● Automatically alert the right people
● Determine the root cause of an issue
● Drill down and filter information so you have exactly what you need
© 2011 IBM Corporation 83
Alerts
IBM Cognos 10 BI
IBM Cognos 10 Real-Time BI Architecture
Scorecard, Dashboard, Reports, Portal, Mobile
IBM Cognos RTM
Operational Dashboard
BPM Execution
Real-time OLAP cube
Aggregated real-time data persistence
Warehouses (Relational & OLAP)
Cognos 10 Architecture
ITTools Shared Set of
Purpose-Built Services
Open Data Access
ServicesAPI
Business Content
Common Business Model
Modern and Legacy Sources
Application Sources
OLAP Sources
Message Sources, Streams
Relational Sources
Historical & Master Data
Operational Event Data
Real-time Monitoring
© 2011 IBM Corporation 84
System Management: Administration and Monitoring
● Web-based administration for the entire solution
● Extensive set of system metrics to assist with management
● Ability to define custom thresholds and log violations into audit
© 2011 IBM Corporation 85
System Management: Audit Capabilities
● Multiple levels of audit information provided
� Independent of access method (i.e. Web, Mobile, Office, SDK)
�From high-level system utilization data to request level logging
� Includes data on report execution, access to saved report outputs, making changes to reports, ad-hoc access and analysis, prompt selections, etc.
�At the highest level includes complete request SQL / MDX
● Out of the box tools to consume audit information
�Metadata model that publishes the audit schema
�Over 20 reports against audit data
�Partner offerings to expand the initial set
© 2011 IBM Corporation 86
C O G N O S
C O G N O SC O G N O S
Upgrading to Cognos 10, seamlessly
Upgrade first, then leverage new features
Use LifecycleManager to validate in
each environment
Acceptdesiredresults
Movebusinessusers into Cognos 10
Use Lifecycle Manager to
validateresults with new features
Acceptdesiredresults
Promote reports to production
Leverage new features in Cognos 10(e.g. Dynamic Query, etc)
© 2011 IBM Corporation 87
Reduce costs and mitigate risks of upgrading
Lifecycle Manager to
measure any upgrade
risks with a sampling
of reports
Lifecycle Manager to
compare report
outputs and
benchmark run times
Multi-version
coexistence to access
two versions through
same portal
● Understand and quantify the size and risks of
upgrades
�Small window for upgrades and need to be able to
access the size and scope of the upgrade and how
many key reports upgrade
● Automate common upgrade and testing steps
�More easily compare report outputs and response times
from one version to another
● Stage the upgrade process and provide users with
a more seamless experience through an upgrade
�Want to a new version in phases without a disruptive
impact on entire user community
© 2011 IBM Corporation 88
1. Configure Lifecycle Manager to point to C8 and C10 servers
1. Identify source and target reports to validate and execute
1. Compare outputs and apply comments
1. View task summary
LifeCycle Manager Workflow Steps
© 2011 IBM Corporation 89
Lifecycle Manager – Supported Environments
● Windows only tool
● Supports the following source to target environments:
� IBM ReportNet® 1.1 MR3 or MR4 to IBM Cognos 8.2, 8.3, 8.4, or 10.1
� IBM Cognos 8.2 to IBM Cognos 8.2, 8.3, 8.4, or 10.1
� IBM Cognos 8.3 to IBM Cognos 8.3.x, 8.4, or 10.1
� IBM Cognos 8.4 to IBM Cognos 8.4.x or 10.1
● Source and target operating systems
�Window
�Any flavor of Unix
© 2011 IBM Corporation 90
Collaborating with others
Lotus Connections Integration with “Activities”
�View or start a new Activity directly from Business Insight
�Link to Business Insight Dashboard from Connections
�Single sign-on between
Business Insight and Lotus
Connections
�Visual indicators to denote
updates in Activities
�Ability to search for Activities
from Business Insight
�Filter activities based on
dashboard
© 2011 IBM Corporation 91
Objectives review
● In this module, we:
�Examined the Cognos 10 BI architecture
�Discussed integration points and methods
�Reviewed systems monitoring capabilities
�Discussed upgrading to Cognos 10 from previous versions
© 2011 IBM Corporation 92
TM1 Workshop
Bobbi Slater, CMA - IBM
© 2011 IBM Corporation 93
Agenda
● IBM Cognos solutions overview
● Performance Management
�Financial Performance Management
● Introduction to IBM Cognos TM1
�Understanding OLAP
● Hands On Workshop
�Create dimensions
�Create cube
�Load data
�Create rules
�Create end user templates
�Create a contributor budget model
© 2011 IBM Corporation 94
94
Trusted Information
Business Analytics delivers insights to drive better outcomes
Actionable Insights
SmarterDecisions
BetterOutcomes
© 2011 IBM Corporation 95
95
95
How are we doing?
IT
SALES
MARKETING
CUSTOMERSERVICE
HR
OPERATIONS
REVENUE
MANAGEMENT
FINANCE
How are we doing?
Why?
What should we be
doing?
Actionable Insights to Answer Key Questions
© 2011 IBM Corporation 96
How are we doing
Measuring and monitoring reports such as Scorecardingand Dashboarding helps answer the question How are we doing?
© 2011 IBM Corporation 97
Why is it happening?
Analysis reports such as Trends and Variancewith drill through helps answers the question
Why?
© 2011 IBM Corporation 98
What should we be doing?
Knowing How are we doing and Why allows
businesses to answer the question What should we be doing?
© 2011 IBM Corporation 99
FINANCIAL PERFORMANCE MANAGEMENT
● The IBM Cognos vision for financial performance management focuses on the relationship between three critical processes in the Office of Finance:
�Close, consolidate, and report – How are we doing? (Controller, FSR)
�Analyze and optimize – Why? (TM1)
�Plan, forecast, and control – What should we be doing? (TM1)
● Finance organizations around the world face the same challenges. They struggle to drive growth and performance while simultaneously ensuring compliance with a myriad of legal, tax, and accounting requirements. Financial performance management solutions from IBM Cognos give Finance the tools to win the struggle.
© 2011 IBM Corporation 100
INTRODUCTION TO IBM COGNOS TM1
● WORKSHOP OVERVIEW
�This workshop provides an introduction to Cognos TM1. You should be able to work through the workshop in less than a half of a working day. During this time, you will become familiar with the key Cognos TM1 concepts.
�This workshop uses a simple, generic example so we can focus on the functionality of TM1. Please feel free to ask questions about how the material covered in the workshop can be applied to your business processes.
● Intended Audience
�With TM1, there are four roles (to match the roles in the planning process):
� Administrator – manages the technical deployment of applications (e.g. security)
� Modeler – designs and builds models, maps data flow and applies business logic
� Contributor – views reports and may input data into templates
� Explorer – views reports and presentations (e.g. Executives)
�This workshop is designed for the Modeler.
© 2011 IBM Corporation 101
UNDERSTANDING OLAP AND MULTIDIMENSIONALITY
● What is OLAP?
�On-Line Analytical Processing (OLAP) is a category of software tools that provide analysis of data stored in a database
�OLAP tools enable users to analyze different dimensions of multidimensional data. For example, it provides time series views.
�With OLAP, data is stored in cubes, which are made of two or more dimensions. Each dimension has a hierarchical structure.
�OLAP tools are very efficient at handling multidimensional data and performing aggregations or roll-ups. Due to their multidimensional capabilities, OLAP tools are perfect for analyzing business models.
● With TM1, you can create multidimensional databases that provide business and finance instant meaning from complex, dynamic business models.
© 2011 IBM Corporation 102
UNDERSTANDING OLAP AND MULTIDIMENSIONALITY
● To better understand multidimensionality, consider the example of the Vice President of Sales for a retail company who wants to analyze product sales across a retail chain that operates in the United States and Canada.
�Each retail store records the unit sales, dollar sales, and discounts for the durable consumer products. The sales are analyzed by product, scenario
(actual versus budget), region, measures (units, dollar sales, and discounts), and week.
● Using spreadsheets (2 dimensional view), the report may look something like this for Week 1:
© 2011 IBM Corporation 103
UNDERSTANDING OLAP AND MULTIDIMENSIONALITY
● Now try adding a third dimensional perspective like time (e.g. Week 2 and YTD). Using spreadsheets, we can simply copy our template to create views for various points in time and link our spreadsheets to create a YTD view.
This works well for the limited amount of analysis being done here,
however laying out dimensional data in this way would become
cumbersome as the number of dimensions being examined
increased and as the number of items in each of the dimensions
increased.
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UNDERSTANDING OLAP AND MULTIDIMENSIONALITY ● TM1 OLAP Solution
� TM1 is an OLAP tool with:
� Powerful database engine (TM1 Server)
� Familiar user interface
� Excel add-on
� Web browser
● In the VP Sales Report example, what we have identified is a five-dimensional model. The dimensions identify how the data is organized or how the types of data are tracked. In TM1, the sales analysis can reside in one or more multidimensional structures called cubes. A collection of cubes forms a database. Each data point in a cube is identified by one element in each dimension of the cube; for example, actual dollar sales of dryers during the second week of January in the Boston store.
● With TM1, the user can analyze different dimensions of multidimensional data, like time, without the redundancies and reconfigurations associated with spreadsheets.
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TM1 Technology
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Workshop
● What You Will Build in this Workshop
�We will be building an expense account budget template for end user interaction. We use all the basic components of TM1 during this exercise. The expense template will contain four dimensions and one cube. You will learn more about these terms as you go through the workshop.
�VM Log On
� ID: Administrator
� Password: cognos
Conventions Used in this Workshop
�Bold Text (Blue) is used for user input.
● Beginning the Workshop
�Before you can begin this workshop, make sure the TM1 Server called “workshop” is running on your machine. It should be minimized in the lower left corner of your screen.
�The exercises are all contained in the workbook and the instructor will also demonstrate the exercises
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© Copyright IBM Corporation 2010 All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Cognos, the Cognos logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.
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Important Disclaimer
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