IBM Cognos Business Intelligence 10.1 Dashboarding Cookbook - Ankit Garg - E-Book

IBM Cognos Business Intelligence 10.1 Dashboarding Cookbook E-Book

Ankit Garg

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Beschreibung

IBM Cognos 10 BI is the leader in the Gartner quadrant in terms of BI capabilities. There have been new features introduced with IBM Cognos 10 BI in terms of dashboards and BI. The book intends to highlight the latest and advanced dashboarding features introduced with IBM Cognos 10 BI. The book covers Business Insight and Business Insight Advanced in a comprehensive manner. It also covers best practices in terms of creating and distributing dashboards using IBM Cognos 10 BI, without which no BI solution would look presentable, usable and efficient. The book covers the new IBM Cognos 10 dashboarding capabilities in detail and a comprehensive manner. There whole content is divided in to step-by-step recipes, each of which covers a specific link in the whole chain of understanding and learning.Recipes are augmented with real steps and screenshots which nullify chances of error or misjudgement.These along with explanation, tips and information will help users to completely follow recipes and have a clear and concise understanding and will eventually enable them to use these in their own areas of interest.

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Seitenzahl: 126

Veröffentlichungsjahr: 2012

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Table of Contents

IBM Cognos Business Intelligence 10.1 Dashboarding Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. IBM Cognos 10 Dashboard Components
Introduction
Introducing IBM Cognos 10 BI Cognos Connection
Getting ready
How to do it...
How it works...
Exploring IBM Cognos Business Insight User Interface
Getting ready
How to do it...
How it works...
Exploring IBM Cognos Business Insight Advanced User Interface
Getting ready
How to do it...
How it works…
2. Business Insight Dashboards
Introduction
Opening a dashboard in IBM Cognos Business Insight
Getting ready
How to do it...
How it works...
Exploring the Content and Toolbox panes, and customizing the dashboard view
Getting ready
How to do it...
How it works...
Exploring widget controls and customizing widgets
Getting ready
How to do it...
How it works...
Exploring the Application bar
Getting ready
How to do it...
How it works...
3. Business Insight Advanced Dashboard
Introduction
Opening a dashboard in IBM Cognos Business Insight Advanced
Getting ready
How to do it...
How it works...
Exploring the Insertable Objects pane
Getting ready
How to do it...
How it works...
Exploring the Properties pane
Getting ready
How to do it...
How it works...
Exploring the Application bar — general options
Getting ready
How to do it...
How it works...
Exploring the Application bar — Cognos-specific options
How to do it...
How it works...
4. Creating Dashboards in IBM Cognos Business Insight Advanced
Introduction
Creating your first dashboard — defining basic layout
Getting ready
How to do it...
How it works...
Inserting a chart widget
Getting ready
How to do it...
How it works...
Inserting a crosstab widget
Getting ready
How to do it...
How it works...
Formatting and arriving at the final layout
Getting ready
How to do it...
How it works...
Performing drill up and drill down
Getting ready
How to do it...
How it works...
Applying conditional formatting to the dashboard
Getting ready
How to do it...
How it works...
There's more...
5. Creating Dashboards in Cognos Business Insight
Introduction
Creating a dashboard in Cognos Business Insight
Getting ready
How to do it...
How it works...
Applying filters in Cognos Business Insight
Getting ready
How to do it...
How it works...
Configuring widget controls to customize the dashboard
Getting ready
How to do it...
How it works...
6. Sharing and Collaborating with Other Users
Introduction
Collaborating with other users
Getting ready
How to do it...
How it works...
Sharing Cognos content — adding portal pages to Cognos Connection
Getting ready
How to do it...
How it works...
Sharing Cognos content — adding reports as portal tabs
Getting ready
How to do it...
How it works...
Sharing the IBM Cognos Business Insight dashboard
Getting ready
How to do it...
How it works...
Index

IBM Cognos Business Intelligence 10.1 Dashboarding Cookbook

IBM Cognos Business Intelligence 10.1 Dashboarding Cookbook

Copyright © 2012 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: July 2012

Production Reference: 1120712

Published by Packt Publishing Ltd.

Livery Place

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Birmingham B3 2PB, UK.

ISBN 978-1-84968-582-5

www.packtpub.com

Cover Image by Mark Holland ( <[email protected]> )

Credits

Author

Ankit Garg

Reviewers

Darshan Donni

James D. Miller

Sameer Sheth

Acquisition Editor

Dilip Venkatesh

Development Editor

Unnati Shah

Technical Editor

Devdutt Kulkarni

Project Coordinator

Yashodhan Dere

Proofreader

Elinor Perry-Smith

Indexer

Rekha Nair

Production Coordinator

Shantanu Zagade

Cover Work

Shantanu Zagade

About the Author

Ankit Garg has worked in the Business Intelligence (BI) and Data Warehousing (DW) industry for the last nine years and has extensive experience with some of the challenging aspects of this industry.

Being the author of a few technical blogs and a contributor to technical forums, he has gained skills in DW, planning and budgeting, ETL, BI, and dimensional modeling.

He has authored a book— IBM Cognos TM1 Cookbook, Packt Publishing—on IBM Cognos TM1 9.5.X previously, and this is his second publication.

He believes in the continuous learning of new technologies and features within the industry, and sharing knowledge for mutual benefit.

I would like to dedicate this book to my family and friends, for their continuous encouragement and appreciation.

About the Reviewers

Darshan Donni has worked with the Cognos BI third-level support team for IBM India Software Labs. Prior to this, he worked with the Cognos BI second-level support team for Cognizant Technology Solutions.

He blogs actively on http://cognoscommentary.blogspot.com. He has participated in numerous customer engagements for IBM clients.

James D. Miller is an accomplished Senior Project Leader, Application/Systems Architect and Developer. He is an IBM Certified Professional with over 30 years of extensive experience in BI, web architecture and design, systems analysis, GUI design and testing, database modeling. He is also well-versed with systems utilizing IBM Cognos TM1 (including TM1 rules, TI, and TM1 web planning and management), dynaSight - ArcPlan, ASP, DHTML, XML, IIS, MS Visual Basic and VBA, Visual Studio, Perl, WebSuite, MS SQL Server, Oracle, Sybase SQL Server, and so on.

His responsibilities comprise of working on all aspects of Windows and SQL solution development and design. They include analysis; GUI (and website) design; data modeling; table, screen/form, and script development; SQL (and remote stored procedures and triggers) development and testing; test preparation; and management and training of programming staff.

His other experience includes the development of ETL infrastructures, such as data transfer automation between mainframe (DB2, Lawson, Great Plains, and so on) systems and SQL Client/Server, web-based applications, and the integration of enterprise applications and data sources. In addition, James has acted as Internet Applications Development Manager, responsible for the design, development, QA, and delivery of multiple websites, including online-trading applications, warehouse process control and scheduling systems, and administrative and control applications. He was also responsible for the design, development, and administration of a web-based, financial-reporting system for a 450-million dollar organization, reporting directly to the CFO and his executive team.

James has also been responsible for managing and directing multiple resources in various management roles, including Project and Team Leader, Lead Developer, and Applications Development Director. His specialties include Cognos/TM1 design and development, OLAP, Visual Basic, SQL Server, forecasting and planning, international application development, BI, and project development. His certifications include IBM Certified Developer — Cognos TM1 (he scored a perfect 100 percent on his exam) and IBM Certified Business Analyst — Cognos TM1.

James has authored the recently published book, IBM Cognos TM1 Developer's Certification guide, Packt Publishing.

I would sincerely like to thank my wife, Nanette, for a lifetime of endless patience, love, and support.

Sameer Sheth has been practicing as a Business Intelligence and Data Warehousing Consultant since the year 2004. His primary focus is on architectural design, development and implementation of Enterprise Performance Management, and Business Intelligence and Data Warehousing Solutions across the oil and gas, education, retail, financial, health care, and airline industries.

Overall, he has more than 13 years of relevant experience in the IT industry, blended with proven project management skills. His key roles have been as Senior Implementation Lead, Senior Solution Architect, and Project Manager. He has also spent time as Technical Mentor.

Sameer is certified in Global Business Leadership from Harvard Business School, USA. Along with this, he is certified in Managerial Excellence from Duke University's Fuqua School of Business, USA. He has numerous IBM certifications, including IBM Certified Solution Designer — Cognos 10 Planning, IBM Certified Solution Expert — Cognos 8 Planning, and IBM Certified Solution Designer — Cognos 8 Planning.

Sameer has been a Technical Reviewer for the book, IBM Cognos TM1 Developer's Certification guide, Packt Publishing. This book was developed to help a user master the COG-310 certification, by using an example-driven method, which was easy to understand.

Heartfelt thanks to three very special people—Shruthi, Sandeep, and Meena—each of whom, in their own way, contributed and supported me, and therefore this book.

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Preface

This book covers, in detail, the various aspects of dashboard creation and use, in IBM Cognos 10 BI.

It includes detailed information and documentation about the tools available in IBM Cognos 10 BI to show users how to create dashboards and distribute them within an organization.

Step-by-step practical recipes are included, well supported by screenshots, which makes the learning process easy, intuitive, and interesting.

This book will enable novice IBM Cognos 10 BI users to understand and exploit, in depth, the features of the product, so that they can create professional-looking dashboards and follow best industry practices, at the same time.

What this book covers

Chapter 1, IBM Cognos 10 Dashboard Components, introduces IBM Cognos 10 BI and its components. Cognos Connection, Business Insight, and Business Insight Advanced are touched upon as the primary dashboard tools provided with IBM Cognos 10 BI.

Chapter 2, Business Insight Dashboards, explores IBM Cognos Business Insight in terms of its functionality and basic layout components. This chapter focuses on explaining various navigation- and functionality-related tools available on the Business Insight interface.

Chapter 3, Business Insight Advanced Dashboard, explores IBM Cognos Business Insight Advanced in terms of its functionality and basic layout components. This chapter focuses on explaining various navigation- and functionality-related tools available on the Business Insight Advanced interface.

Chapter 4, Creating Dashboards in IBM Cognos Business Insight Advanced, includes recipes for creating the first dashboard in Business Insight Advanced. This also covers various features and functionalities in detail.

Chapter 5, Creating Dashboards in Cognos Business Insight, includes recipes for creating the first dashboard in Business Insight. This also covers various features and functionalities in detail.

Chapter 6, Sharing and Collaborating with Other Users, covers various features, using which users can share, communicate, and collaborate among themselves, and with external sources.

What you need for this book

The following software is needed for this book:

IBM Cognos 10.1 BIIBM Cognos 10.1 BI Samples

Basic skills in Cognos BI are desirable for understanding the concepts of metadata packages and reports, though it is not absolutely required, as the step-by-step recipes are augmented with many screenshots and detailed descriptions, wherever needed.

Who this book is for

This book is intended for users who want to design and distribute professional-looking dashboards using IBM Cognos 10 BI, in accordance with the industry's best practices. IBM Cognos 10 BI is the market leader in providing dashboard solutions to the industry. This book delivers the information primarily using step-by-step recipes, well augmented with screenshots and theory.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: "Install and configure the GO Sales and GO Data Warehouse samples."

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "Navigate to Public Folders | Samples | Models | Interactive Samples, as shown in the following screenshot".

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.

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Errata

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Piracy