IBM Cognos 10.2.1.1 Business Intelligence - Senturus · PDF file · 2016-08-30± IBM Cognos Transformer ... Month, Quarter, Shift Period- to -Date Total or Period- to -Date Total

IMPLEMENTING RELATIVE TIME

IBM Cognos 10.2.1.1 Business Intelligence

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2 Copyright 2014 Senturus, Inc. All Rights Reserved

• Welcome and Introduction

• Implementing Relative Time

– What it is, and why you need it

– Use the Modeling Tools:

– Transformer

– Cube Designer

– Customize using the Reporting Tools:

– Report Studio

– Cognos Workspace Advanced

• More Resources - *Special Offers!

• Q&A

AGENDA

Copyright 2014 Senturus, Inc. All Rights Reserved

Albert Valdez

Vice President Learning Solutions

Senturus

INTRODUCTION: TODAY’S PRESENTERS


Greg Herrera

President and Co-Founder Senturus

WHO WE ARE

SENTURUS INTRODUCTION

Our Team:

Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors, BI Managers

SENTURUS: BUSINESS ANALYTICS CONSULTANTS


Business Intelligence Enterprise Planning Predictive Analytics

Creating Clarity from Chaos

750+ CLIENTS, 1500+ PROJECTS, 13+ YEARS


• All demonstrations are based on the standard IBM

Cognos 10.2.1 Great Outdoors Sample package

• These exercises are part of what we teach in our

classroom, specifically from our Transformer and

Dynamic Cubes OLAP Modeling classes, as well as our

Dimensional Authoring with Report Studio class

DEMONSTRATION CONTEXT


WHAT IT IS AND WHY YOU NEED IT

RELATIVE TIME

• Relative Time

– Relative time categories, or members, allow your authors to easily compare performance over time series

– Without relative time definitions authors have a difficult time creating reports that dynamically show results in “relative” time groupings, for instance: – Current period vs. Prior period

– Current period vs. Same period, last year

– Static filters or absolute member references (Jan. 2014 vs. Jan. 2013) will ALWAYS show those time periods – they will not roll forward as your Current Period changes

RELATIVE TIME DEFINITIONS

USING OLAP MODELING TECHNIQUES TO CREATE RELATIVE TIME

RELATIVE TIME

• Where can we leverage OLAP features to define relative time members inside the data source?

– IBM Cognos Transformer

– Relative Time is Automatic for most Time Dimensions

– Can be customized fairly extensively

– Done entirely within the GUI

RELATIVE TIME DEFINITIONS IN MODELING

• Where can we leverage OLAP features to define relative time members inside the data source?

– IBM Cognos Cube Designer

– As of 10.2.1 Feature Bundle, commonly used definitions can be included Automatically

– Can customize using GUI or hand-written MDX expressions

RELATIVE TIME DEFINITIONS IN MODELING

CUSTOM RELATIVE TIME DEFINITIONS IN MODELING

• There are three types of relative time categories: • Single Category

• Month, Quarter, Shift

• Period-to-Date Total or Period-to-Date Total Grouped • Week-to-Date, Year-to-Date Grouped, Quarter-to-Date

Grouped

• N-Period Running Total (and Grouped) • 6 Months running total from this year compared with

same 6 Months last year, 1 Quarter running total from 4 Quarters ago

Q2

Single

Q1 Q4 Q3 Q2 Q1 Q4 Q3 Q2 Q1

Running Total

Period-to-Date

Today

DEFINING THE CURRENT PERIOD IN MODELS

• By default: • In both Transformer and Cube Designer, the latest date that

is encountered for the source column which is used to populate your Time Dimension will determine the Current Period for that Cube

• You can manually define Current Period, if desired Transformer: Cube Designer:

USING OLAP AUTHORING TECHNIQUES TO LEVERAGE RELATIVE TIME

RELATIVE TIME

OLAP AUTHORING FOR RELATIVE TIME


• Again, the desire is to create DYNAMIC reports that enable time-series analysis with NO MAINTENANCE required! • Current versus Prior period • Rolling n-Period Trending • Period-to-Date analysis

• Leverage pre-defined Relative Time Definitions, or • Create your own!



• Dimensional Functions are available in: • Report Studio

• ALL functions are exposed



• Dimensional Functions are available in: • Cognos Workspace Advanced

• Only some functions are exposed, however ALL functions will work

lead(member, index_exp)

lag(member, index_exp)

prevMember(member)

nextMember(member)

Time

2013 2014

2013 Q 1

2013 Q 2

2013 Q 3

2013 Q 4

2014 Q 1

2014 Q 2

2014 Q 3

2014 Q 4

2013/Jan 2013/Feb 2013/Mar 2013/Oct 2013/Nov 2013/Dec

prevMember 2013/Feb

nextMember 2013/Feb

lead 2014 Q 2

two members forward

lag 2014 Q 2

one member backward


20

Time

2013 2014

2013 Q 1

2013 Q 2

2013 Q 3

2013 Q 4

2014 Q 4


closingPeriod month level

2013

openingPeriod month level

2013

periodsToDate 2014 Q 3

parallelPeriod 2014 Q 4 prior year

2014 Q 1

2014 Q 2

2014 Q 3


21

closingPeriod(level, [member])

Time

2013 2014

2013 Q 1

2013 Q 2

2013 Q 3

2013 Q 4

2014 Q 1

2014 Q 2

2014 Q 3

2014 Q 4


closingPeriod ([sales_and_marketing].[Time].[Time].[Quarter])

closingPeriod ([sales_and_marketing].[Time].[Time].[Quarter],[2013])

The closingPeriod function

22

The periodsToDate Function

23

Time

2013 2014

2013 Q 1

2013 Q 2

2013 Q 3

2013 Q 4

2014 Q 3

2014 Q 4


periodsToDate([sales_and_marketing].[Time].[Time].[Time],[2014 Q 2])

periodsToDate([sales_and_marketing].[Time].[Time].[Year],[2014 Q 2])

2014 Q 1

2014 Q 2

periodsToDate(level, member)

The lastPeriods Function

24

lastPeriods(integer_exp, member)

lastPeriods(6,[2013/Apr])

OLAP Modeler Training, Dimensional Author Training

ADDITIONAL RESOURCES


OLAP Week NEXT Week!:

• August 11-12 Transformer OLAP Modeling

• August 12 Workspace Advanced Relational Authoring

• August 13 Workspace Advanced OLAP Data Exploration

• August 14 Report Studio Dimensional Authoring Fundamentals

• August 15 Report Studio Dimensional Authoring Advanced

$100 off ANY of the above classes, use Discount Code: WAAUG2014

You can use this discount as many times as you want, just create separate transactions if you sign up for more than one of the above classes

• September 12: NEW Advanced Active Reports Class

Upcoming Report Authoring Training

26 Copyright 2014 Senturus, Inc. All Rights Reserved.

• September 12 – Advanced techniques to create highly interactive reports using

multiple controls

– Create custom controls

– Examine advanced deck features

– Use advanced techniques to conditionally show, hide, filter, or select report objects

NEW Advanced Active Reports Class


Save $400 By registering before October 3rd and using Senturus’ preferred customer code G14SNTURUS, you’ll get an additional $100 off the super saver discount for a total of $700 savings.

$200 Training Credit Receive $200 in Senturus training credit, good toward any of our 20 live instructor-led Cognos online training classes.

$25 in Gambling Chips At Senturus, we’re betting on you! Registrants will enjoy a welcome gift of $25 in Mandalay Bay Hotel gambling chips upon arrival.

Save $600 on IBM Insight (formerly IOD)


http://www.senturus.com/ibm-insight-iod-2014/

Q & A

Helping Companies Learn From the Past, Manage the Present and Shape

the Future

www.senturus.com 888-601-6010 [email protected]

Thank You

Copyright 2014 by Senturus, Inc. This entire presentation is copyrighted and may not be reused or

distributed without the written consent of Senturus, Inc.

Documents

IBM Cognos 10.2.1.1 Business Intelligence - Senturus · PDF file · 2016-08-30± IBM Cognos Transformer ... Month, Quarter, Shift Period- to -Date Total or Period- to -Date Total