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IBM Cognos Business Intelligence V10.1 Handbook

Book Description

IBM® Cognos® Business Intelligence (BI) helps organizations meet
strategic objectives and provides real value for the business by delivering the information everyone needs while also reducing the burden on IT.

This IBM Redbooks® publication addresses IBM Cognos Business Intelligence V10.1. You can use this book to:
- Understand core features of IBM Cognos BI V10.1
- Realize the full potential of IBM Cognos BI
- Learn by example with practical scenarios

This book uses a fictional business scenario to demonstrate the power of IBM Cognos BI. The book is primarily focused on the roles of Advanced Business User, Professional Report Author, Modeler, Administrator, and IT Architect.

Table of Contents

  1. Front cover
  2. Notices
    1. Trademarks
  3. Preface
    1. The team who wrote this book
    2. Now you can become a published author, too!
    3. Comments welcome
    4. Stay connected to IBM Redbooks
  4. Part 1 IBM Business Analytics
  5. Chapter 1. Introduction to IBM Cognos Business Intelligence
    1. 1.1 IBM Business Analytics
    2. 1.2 Introduction to IBM Cognos BI
      1. 1.2.1 Easily view, assemble, and personalize information
      2. 1.2.2 Explore all types of information
      3. 1.2.3 Analyze facts and anticipate tactical and strategic implications
      4. 1.2.4 IBM Cognos BI user interfaces
  6. Chapter 2. Overview of the IBM Cognos BusinessIntelligence architecture
    1. 2.1 Enterprise class SOA platform architecture
      1. 2.1.1 IBM Cognos Platform server roles
      2. 2.1.2 IBM Cognos BI services
    2. 2.2 Open access to all data sources
    3. 2.3 Business intelligence for all
    4. 2.4 Common integrated security model
  7. Chapter 3. Business scenario and personas used in this book
    1. 3.1 Business scenario overview
      1. 3.1.1 Business questions to address
      2. 3.1.2 Information stored in the data warehouse of this company
    2. 3.2 Personas used in the scenarios in this book
      1. 3.2.1 Advanced Business User
      2. 3.2.2 Professional Report Author
      3. 3.2.3 Modeler
      4. 3.2.4 Administrator
      5. 3.2.5 Analyst
      6. 3.2.6 Business User
  8. Part 2 IBM Cognos metadata modelling
  9. Chapter 4. Create reporting packages with IBM Cognos Framework Manager
    1. 4.1 IBM Cognos Framework Manager overview
      1. 4.1.1 Reporting requirements and data access strategies
      2. 4.1.2 Metadata model
      3. 4.1.3 The IBM Cognos Framework Manager UI
      4. 4.1.4 Reporting objects
    2. 4.2 Build a model with IBM Cognos Framework Manager
      1. 4.2.1 Import metadata using Model Design Accelerator
      2. 4.2.2 Model organization
      3. 4.2.3 Verify query item properties and relationships
      4. 4.2.4 Import additional metadata
      5. 4.2.5 Verify the model
      6. 4.2.6 Verify the data
      7. 4.2.7 Specify determinants
    3. 4.3 Add business logic to the model
      1. 4.3.1 Add filters to the model
      2. 4.3.2 Add calculations to the model
      3. 4.3.3 Make the model dynamic using macros
    4. 4.4 Create dimensional objects for OLAP-style reporting
      1. 4.4.1 Create Regular Dimensions
      2. 4.4.2 Create Measure Dimensions
      3. 4.4.3 Define scope for measures
    5. 4.5 Create and configure a package
      1. 4.5.1 Analyze publish impact
    6. 4.6 Apply security in IBM Cognos Framework Manager
      1. 4.6.1 Object level security
      2. 4.6.2 Row level security
      3. 4.6.3 Package level security
    7. 4.7 Model troubleshooting tips
      1. 4.7.1 Examine the SQL
      2. 4.7.2 Object dependencies
      3. 4.7.3 Search the model
  10. Part 3 Business intelligence simplified
  11. Chapter 5. Business intelligence simplified: An overview
    1. 5.1 Information delivery leading practices
      1. 5.1.1 List reports
      2. 5.1.2 Crosstabs
      3. 5.1.3 Charts
    2. 5.2 Enabling access for more people
    3. 5.3 Business use case
  12. Chapter 6. Individual and collaborative user experience
    1. 6.1 Dashboard overview
    2. 6.2 Introduction to IBM Cognos Business Insight
      1. 6.2.1 The Getting Started page
      2. 6.2.2 Application bar
      3. 6.2.3 Dashboard layout area
      4. 6.2.4 Content pane
      5. 6.2.5 Widgets
    3. 6.3 Interaction with the dashboard components
      1. 6.3.1 Personalize content
      2. 6.3.2 Add new content to broaden the scope
      3. 6.3.3 Sort and filter data and perform calculations
      4. 6.3.4 Use advanced filtering
      5. 6.3.5 Add non-BI content to a dashboard
      6. 6.3.6 Work with report versions and watch rules
    4. 6.4 Collaborative business intelligence
      1. 6.4.1 Create annotations
      2. 6.4.2 IBM Lotus Connections activities
  13. Chapter 7. Self service interface for business users
    1. 7.1 Explore the IBM Cognos Business Insight Advanced interface
      1. 7.1.1 Page layers
      2. 7.1.2 Context filters
      3. 7.1.3 Insertable Objects pane
      4. 7.1.4 Page navigation
      5. 7.1.5 Work area
      6. 7.1.6 Properties pane
    2. 7.2 Choose a reporting style
    3. 7.3 Change existing reports
      1. 7.3.1 Sort data
      2. 7.3.2 Filter data
      3. 7.3.3 Perform calculations
      4. 7.3.4 Set the right level of detail for the analysis
    4. 7.4 Create content
      1. 7.4.1 Create a crosstab
      2. 7.4.2 Create a chart
      3. 7.4.3 Set conditional formatting
      4. 7.4.4 Analyze the execution query path
      5. 7.4.5 Render output in various formats and print content
    5. 7.5 Search for meaningful information
    6. 7.6 Summarize data and create calculations
      1. 7.6.1 Summarization
      2. 7.6.2 Calculation
    7. 7.7 Add filters to refine data
      1. 7.7.1 Filter reports for relational data sources
      2. 7.7.2 Filter reports for dimensional data sources
      3. 7.7.3 Suppress data
      4. 7.7.4 Example
    8. 7.8 Add external data
      1. 7.8.1 External Data feature example
    9. 7.9 Create a package with the Self Service Package wizard
      1. 7.9.1 Create a package for Cognos PowerCubes
      2. 7.9.2 Create a package for SAP BW
    10. 7.10 Create statistical calculations
      1. 7.10.1 IBM Cognos Statistics overview
      2. 7.10.2 IBM Cognos Statistics use case: Create an IBM Cognos Statistics report
  14. Chapter 8. Actionable analytics everywhere
    1. 8.1 Accessibility and internationalization
      1. 8.1.1 Enabling access for more people
      2. 8.1.2 Providing internationalization
    2. 8.2 Disconnected report interaction
      1. 8.2.1 IBM Cognos Active Report overview
      2. 8.2.2 IBM Cognos Active Report features
      3. 8.2.3 IBM Cognos Active Report use case
    3. 8.3 Interact with IBM Business Analytics using mobile devices
      1. 8.3.1 Extended device support
      2. 8.3.2 Simplified experience across all devices
      3. 8.3.3 IBM Cognos Mobile use case
    4. 8.4 IBM Cognos Analysis for Microsoft Excel
      1. 8.4.1 Features of IBM Cognos Analysis for Microsoft Excel
      2. 8.4.2 IBM Cognos Analysis for Microsoft Excel use case
    5. 8.5 Business driven workflow
      1. 8.5.1 Enhanced event management
      2. 8.5.2 Human task service use case
  15. Part 4 Enterprise ready platform
  16. Chapter 9. Enterprise ready performance and scalability
    1. 9.1 Overview of Dynamic Query Mode
      1. 9.1.1 What is Dynamic Query Mode
      2. 9.1.2 Why use Dynamic Query Mode
      3. 9.1.3 Technical overview
    2. 9.2 Configuring Dynamic Query Mode
      1. 9.2.1 Creating a connection in IBM Cognos Administration
      2. 9.2.2 Creating a package in IBM Cognos Framework Manager
      3. 9.2.3 Transitioning to Dynamic Query Mode using IBM Cognos Lifecycle Manager
    3. 9.3 Query Service Administration
      1. 9.3.1 Query Service metrics
      2. 9.3.2 Manage the cache in IBM Cognos Administration
      3. 9.3.3 Query Service settings
      4. 9.3.4 Disabling the Query Service
    4. 9.4 Analyzing queries
      1. 9.4.1 What is Dynamic Query Analyzer
      2. 9.4.2 Working with Dynamic Query Analyzer
  17. Chapter 10. IBM Cognos system administration
    1. 10.1 IBM Cognos Administration overview
      1. 10.1.1 IBM Cognos Administration capabilities
      2. 10.1.2 The IBM Cognos Administration user interface
    2. 10.2 Moving to IBM Cognos BI version 10.1 from a previous release
      1. 10.2.1 Using IBM Cognos Lifecycle Manager to test the IBM Cognos environment
      2. 10.2.2 Validating the target environment
      3. 10.2.3 Executing target and source content
      4. 10.2.4 Compare the output to ensure consistency
      5. 10.2.5 Analyzing the project status
      6. 10.2.6 One-click comparison
    3. 10.3 Using the administrative features
      1. 10.3.1 Enhanced search
      2. 10.3.2 Restricting the scheduling options
      3. 10.3.3 Intra-day scheduling window
      4. 10.3.4 Allowing users to persist personal database signons
    4. 10.4 Managing the environment
      1. 10.4.1 Metric tolerance thresholds
      2. 10.4.2 Reacting to bottlenecks due to unexpected events
      3. 10.4.3 System trending
      4. 10.4.4 Consuming system metrics from external tools
    5. 10.5 Auditing
      1. 10.5.1 Configure the audit database
      2. 10.5.2 Audit table definitions
      3. 10.5.3 Audit levels
      4. 10.5.4 Audit and logging for IBM Cognos BI services
      5. 10.5.5 Setting audit levels
      6. 10.5.6 Maintaining audit detail while troubleshooting
      7. 10.5.7 Audit scenarios
      8. 10.5.8 Sample audit package
      9. 10.5.9 Audit content package
      10. 10.5.10 Audit extension
  18. Part 5 Complete IBM Business Analytics solution
  19. Chapter 11. Integrating IBM Cognos BI with IBM Cognos Business Analytics solutions
    1. 11.1 Overview of IBM Cognos Business Analytics solutions
      1. 11.1.1 IBM Cognos TM1
      2. 11.1.2 IBM Cognos Planning
      3. 11.1.3 IBM Cognos Controller
    2. 11.2 Business scenarios and roles to take advantage of IBM Business Analytics
    3. 11.3 Integrating IBM Cognos TM1 with IBM Cognos BI
      1. 11.3.1 Creating a data source and package
      2. 11.3.2 Objects used in the dashboard
      3. 11.3.3 Configuration steps
      4. 11.3.4 Business case
    4. 11.4 Integrating IBM Cognos Planning Contributor with IBM Cognos BI
    5. 11.5 Integrating IBM Cognos Controller with IBM Cognos BI
  20. Part 6 Appendixes
  21. Appendix A. Additional material
    1. Locating the web material
    2. How to use the web material
  22. Back cover