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SAS/Cognos
Integration
Approaches

Patrick Spedding
Strategic Advisor, Business Intelligence & Analytics
patrick@see-change.com.au
au.linkedin.com/in/spedding

Copyright @ 2014 See-Change Solutions

@spedding

Wednesday 7th August, 2013
• 
• 
• 
• 
• 
• 
• 
	
  

Typical current	
  state:	
  
	
  

Execu&ves	
  mostly	
  ge0ng	
  Excel/Word	
  reports	
  via	
  Excel	
  
Not	
  easy	
  for	
  users	
  to	
  get	
  what	
  they	
  want	
  or	
  see	
  what	
  reports	
  available	
  
Not	
  clear	
  where	
  to	
  start	
  (mul&ple	
  tools/entry	
  points)	
  
Big	
  need	
  for	
  contextual	
  informa&on	
  
Complex	
  Data	
  Warehouse	
  design	
  (more	
  like	
  an	
  ODS)	
  
Inflexible	
  BI	
  metadata	
  layer	
  (doesn’t	
  sa&sfy	
  many	
  user	
  requests)	
  
Lack	
  of	
  ‘predic&ve’	
  repor&ng	
  capabili&es	
  

Copyright @ 2014 See-Change Solutions
Typical Scenario: A ‘Hoarding’ Culture… 	
  
	
  
Data	
  Prepara)on	
  Layer	
  

Access

SAP

PSFT

Web
Services

ORCL

Cubes	
  

Transformations

High
Volume
Batch

Reports	
  

Cognos	
  

Warehouse	
  

SAS	
  

HR

Web

SAS	
  -­‐	
  Analy)cal	
  Structures	
  

Real
Time

Modeling	
  Base	
  Tables	
  

Analy)cal	
  Mart	
  
UnStructured

Exploita)on	
  layer	
  

	
  Cognos	
  -­‐	
  BI	
  

	
  Data	
  Integra)on	
  
MSFT

Data	
  Management	
  Layer	
  

Message
Queues

Scoring	
  Base	
  Tables	
  

Analy)cs	
  

Other
Sources

Copyright @ 2014 See-Change Solutions
Target Outcome:	
  
	
  

An	
  Integrated	
  Informa&on	
  Delivery	
  Mechanism	
  to:	
  

1.  Provide	
  a	
  ‘health’	
  view	
  of	
  the	
  
business	
  
(sharing	
  common	
  measures/dimensions)	
  

2.  Allow	
  for	
  summarised	
  
iden&fica&on	
  of	
  issues	
  
related	
  to	
  ‘health’	
  of	
  
business	
  
3.  Enable	
  access	
  to	
  detailed	
  
informa&on	
  to	
  facilitate	
  
understanding	
  
4.  Enable	
  targe&ng	
  and	
  tracking	
  
for	
  remedies/interven&ons	
  
(measuring	
  effec3veness)	
  

Copyright @ 2014 See-Change Solutions
SAS/Cognos Integration Approaches	
  
	
  

1.  SAS	
  ‘Historical	
  Snapshot’	
  Data	
  -­‐>	
  Transformer	
  -­‐>	
  Cognos	
  Workspace	
  
Advanced	
  
2.  SAS	
  Stored	
  Processes	
  -­‐>	
  Cognos	
  Connec&on	
  
3.  SAS	
  Report	
  -­‐>	
  Business	
  Insight	
  Advanced/Report	
  Studio	
  
4.  SAS	
  Report	
  -­‐>	
  Transformer	
  -­‐>	
  Cognos	
  Workspace	
  Advanced	
  
5.  SAS	
  Report	
  -­‐>	
  Cognos	
  Workspace	
  Advanced	
  (External	
  Data)	
  
6.  SAS	
  Report	
  -­‐>	
  Sharepoint	
  -­‐>	
  Cognos	
  Connec&on	
  (Document	
  output)	
  
7.  SAS	
  Data	
  -­‐>	
  Cognos	
  Datasource	
  (via	
  ODBC)	
  -­‐>	
  Framework	
  Manager	
  -­‐>	
  
Cognos	
  Studios	
  
8.  SAS	
  Data	
  -­‐>	
  Cognos	
  Datasource	
  (via	
  SAS	
  OLE-­‐DB)	
  -­‐>	
  Excel	
  -­‐>	
  Framework	
  
Manager	
  	
  or	
  Transformer	
  or	
  Cognos	
  Workspace	
  Advanced	
  (External	
  Data)	
  
9.  SAS	
  Data	
  -­‐>	
  Data	
  Warehouse	
  -­‐>	
  Framework	
  Manager	
  -­‐>	
  Cognos	
  Studios	
  
	
  

Copyright @ 2014 See-Change Solutions
Integrated	
  Information Delivery Framework	
  
	
  
Integrated	
  Informa&on	
  Delivery	
  Portal	
  (Intranet,	
  Cognos	
  Connec&on)	
  

(Subscrip&on)	
  

(Ad-­‐Hoc)	
  

(On	
  Demand)	
  

SAS Datasets

Copyright @ 2014 See-Change Solutions

SAS	
  Reports	
  
Example Data Process	
  
	
  

Pre-­‐integra&on	
  of	
  SAS/Cognos:	
  

Post-­‐integra&on	
  of	
  SAS/Cognos:	
  

Copyright @ 2014 See-Change Solutions
1. SAS Dataset -> Transformer -> Cognos
Workspace Advanced (or Report Studio)	
  
	
  
•  This	
  method	
  uses	
  a	
  SAS	
  dataset	
  as	
  a	
  source	
  for	
  Cognos	
  Transformer.	
  
Complex	
  business	
  logic	
  is	
  built	
  into	
  SAS	
  (Enterprise	
  Guide)	
  process	
  –	
  
rela&ve	
  &me	
  calcula&ons	
  are	
  defined	
  in	
  Transformer)	
  

	
  

Copyright @ 2014 See-Change Solutions
2. SAS Stored Process -> Cognos Connection	
  
	
  
•  This	
  method	
  takes	
  a	
  SAS	
  report	
  and	
  enables	
  it	
  as	
  a	
  SAS	
  Web	
  Stored	
  
Process,	
  which	
  can	
  then	
  be	
  linked	
  and	
  run	
  within	
  Cognos	
  Connec&on	
  
	
  

Copyright @ 2012 See-Change Solutions
3. SAS Report -> Cognos Report Studio	
  
	
  

•  This	
  method	
  takes	
  HTML	
  formaded	
  report	
  output	
  from	
  a	
  SAS	
  Enterprise	
  
Guide	
  project	
  and	
  embeds	
  the	
  resul&ng	
  HTML	
  code	
  into	
  a	
  Cognos	
  Report	
  
Studio	
  Report	
  via	
  use	
  of	
  the	
  HTML	
  object	
  

Copyright @ 2014 See-Change Solutions
4. SAS Report -> Transformer -> Cognos
Workspace Advanced (or Report Studio) 	
  
•  This	
  method	
  takes	
  the	
  output	
  of	
  a	
  SAS	
  report	
  (eg	
  Enterprise	
  Guide	
  report)	
  
	
  
and	
  ‘pivots’	
  the	
  data	
  in	
  such	
  a	
  way	
  as	
  to	
  provide	
  a	
  data	
  input	
  into	
  the	
  
Cognos	
  Transformer	
  OLAP	
  modelling	
  tool.	
  

	
  

Copyright @ 2014 See-Change Solutions
• 

5. SAS Report -> Cognos Workspace
Advanced (External Data)	
  
	
  
This	
  method	
  takes	
  the	
  (crosstab)	
  output	
  of	
  a	
  SAS	
  report	
  (eg	
  Enterprise	
  

Guide	
  report)	
  and	
  saves	
  it	
  into	
  Excel	
  or	
  CSV	
  format.	
  Then,	
  within	
  Cognos	
  
Workspace	
  Advanced	
  or	
  Cognos	
  Report	
  Studio,	
  the	
  output	
  can	
  be	
  brought	
  
into	
  Cognos	
  via	
  the	
  ‘Manage	
  External	
  Data’	
  op&on	
  

Copyright @ 2014 See-Change Solutions
6. SAS Report -> Sharepoint -> Cognos
Connection (Document output) 	
  
	
  	
  SAS	
  report	
  (eg	
  Enterprise	
  Guide	
  report)	
  
•  This	
  method	
  takes	
  the	
  output	
  of	
  a
and	
  saves	
  it	
  into	
  PDF,	
  Excel	
  or	
  Word	
  format.	
  Then,	
  within	
  Sharepoint,	
  the	
  
document	
  can	
  be	
  added	
  to	
  a	
  loca&on	
  from	
  where	
  it	
  can	
  be	
  linked	
  within	
  
Cognos	
  Connec&on	
  via	
  an	
  External	
  URL	
  

Copyright @ 2014 See-Change Solutions
7. SAS Data -> ODBC -> Framework
Manager -> Cognos Studios	
  
	
  

•  This	
  method	
  can	
  use	
  an	
  ODBC	
  Connec&on	
  to	
  allow	
  any	
  SAS	
  dataset	
  to	
  be	
  a	
  
source	
  for	
  Cognos.	
  The	
  SAS	
  ODBC	
  driver	
  can	
  be	
  used	
  to	
  create	
  an	
  ODBC	
  
connec&on,	
  from	
  which	
  a	
  data	
  source	
  connec&on	
  can	
  be	
  defined	
  within	
  
Cognos	
  to	
  point	
  to	
  the	
  SAS	
  data	
  set.	
  Alterna&vely,	
  the	
  SAS	
  ‘PROC	
  SQL’	
  
method	
  can	
  be	
  used	
  to	
  output	
  SAS	
  results	
  directly	
  to	
  a	
  rela&onal	
  table	
  	
  

Copyright @ 2014 See-Change Solutions
8. SAS Data -> Cognos Datasource (via
SAS OLE-DB) -> Excel -> Cognos	
  
•  This	
  method	
  connects	
  to	
  a	
  SAS	
  dataset	
  via	
  the	
  SAS	
  OLE-­‐DB	
  provider.	
  Since	
  
	
  
Cognos	
  does	
  not	
  na&vely	
  support	
  the	
  OLE-­‐DB	
  provider,	
  a	
  connec&on	
  can	
  
be	
  defined	
  in	
  Excel,	
  and	
  Cognos	
  can	
  then	
  be	
  pointed	
  to	
  the	
  Excel	
  file.	
  

	
  

Copyright @ 2014 See-Change Solutions
9. SAS Data -> Data Warehouse -> Cognos
Studios	
  
	
  

•  The	
  most	
  common	
  approach	
  is	
  s&ll	
  to	
  load	
  SAS	
  datasets	
  directly	
  into	
  the	
  
Data	
  Warehouse,	
  from	
  where	
  Cognos	
  Framework	
  Manager	
  can	
  create	
  
Query	
  Subjects	
  and	
  Packages	
  for	
  consump&on	
  by	
  Cognos	
  Transformer	
  and	
  
the	
  Cognos	
  Studios.	
  However,	
  this	
  approach	
  creates	
  a	
  long	
  lead	
  &me	
  for	
  
business	
  users	
  with	
  constantly	
  changing	
  repor&ng	
  requirements	
  and	
  ad-­‐
hoc	
  requests.	
  

Copyright @ 2014 See-Change Solutions
THANK YOU.

See-Change Solutions
patrick@see-change.com.au

au.linkedin.com/in/spedding
@spedding

www.see-change.com.au
Copyright @ 2014 See-Change Solutions

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SAS/Cognos Integration Approaches

  • 1. SAS/Cognos Integration Approaches Patrick Spedding Strategic Advisor, Business Intelligence & Analytics patrick@see-change.com.au au.linkedin.com/in/spedding Copyright @ 2014 See-Change Solutions @spedding Wednesday 7th August, 2013
  • 2. •  •  •  •  •  •  •    Typical current  state:     Execu&ves  mostly  ge0ng  Excel/Word  reports  via  Excel   Not  easy  for  users  to  get  what  they  want  or  see  what  reports  available   Not  clear  where  to  start  (mul&ple  tools/entry  points)   Big  need  for  contextual  informa&on   Complex  Data  Warehouse  design  (more  like  an  ODS)   Inflexible  BI  metadata  layer  (doesn’t  sa&sfy  many  user  requests)   Lack  of  ‘predic&ve’  repor&ng  capabili&es   Copyright @ 2014 See-Change Solutions
  • 3. Typical Scenario: A ‘Hoarding’ Culture…     Data  Prepara)on  Layer   Access SAP PSFT Web Services ORCL Cubes   Transformations High Volume Batch Reports   Cognos   Warehouse   SAS   HR Web SAS  -­‐  Analy)cal  Structures   Real Time Modeling  Base  Tables   Analy)cal  Mart   UnStructured Exploita)on  layer    Cognos  -­‐  BI    Data  Integra)on   MSFT Data  Management  Layer   Message Queues Scoring  Base  Tables   Analy)cs   Other Sources Copyright @ 2014 See-Change Solutions
  • 4. Target Outcome:     An  Integrated  Informa&on  Delivery  Mechanism  to:   1.  Provide  a  ‘health’  view  of  the   business   (sharing  common  measures/dimensions)   2.  Allow  for  summarised   iden&fica&on  of  issues   related  to  ‘health’  of   business   3.  Enable  access  to  detailed   informa&on  to  facilitate   understanding   4.  Enable  targe&ng  and  tracking   for  remedies/interven&ons   (measuring  effec3veness)   Copyright @ 2014 See-Change Solutions
  • 5. SAS/Cognos Integration Approaches     1.  SAS  ‘Historical  Snapshot’  Data  -­‐>  Transformer  -­‐>  Cognos  Workspace   Advanced   2.  SAS  Stored  Processes  -­‐>  Cognos  Connec&on   3.  SAS  Report  -­‐>  Business  Insight  Advanced/Report  Studio   4.  SAS  Report  -­‐>  Transformer  -­‐>  Cognos  Workspace  Advanced   5.  SAS  Report  -­‐>  Cognos  Workspace  Advanced  (External  Data)   6.  SAS  Report  -­‐>  Sharepoint  -­‐>  Cognos  Connec&on  (Document  output)   7.  SAS  Data  -­‐>  Cognos  Datasource  (via  ODBC)  -­‐>  Framework  Manager  -­‐>   Cognos  Studios   8.  SAS  Data  -­‐>  Cognos  Datasource  (via  SAS  OLE-­‐DB)  -­‐>  Excel  -­‐>  Framework   Manager    or  Transformer  or  Cognos  Workspace  Advanced  (External  Data)   9.  SAS  Data  -­‐>  Data  Warehouse  -­‐>  Framework  Manager  -­‐>  Cognos  Studios     Copyright @ 2014 See-Change Solutions
  • 6. Integrated  Information Delivery Framework     Integrated  Informa&on  Delivery  Portal  (Intranet,  Cognos  Connec&on)   (Subscrip&on)   (Ad-­‐Hoc)   (On  Demand)   SAS Datasets Copyright @ 2014 See-Change Solutions SAS  Reports  
  • 7. Example Data Process     Pre-­‐integra&on  of  SAS/Cognos:   Post-­‐integra&on  of  SAS/Cognos:   Copyright @ 2014 See-Change Solutions
  • 8. 1. SAS Dataset -> Transformer -> Cognos Workspace Advanced (or Report Studio)     •  This  method  uses  a  SAS  dataset  as  a  source  for  Cognos  Transformer.   Complex  business  logic  is  built  into  SAS  (Enterprise  Guide)  process  –   rela&ve  &me  calcula&ons  are  defined  in  Transformer)     Copyright @ 2014 See-Change Solutions
  • 9. 2. SAS Stored Process -> Cognos Connection     •  This  method  takes  a  SAS  report  and  enables  it  as  a  SAS  Web  Stored   Process,  which  can  then  be  linked  and  run  within  Cognos  Connec&on     Copyright @ 2012 See-Change Solutions
  • 10. 3. SAS Report -> Cognos Report Studio     •  This  method  takes  HTML  formaded  report  output  from  a  SAS  Enterprise   Guide  project  and  embeds  the  resul&ng  HTML  code  into  a  Cognos  Report   Studio  Report  via  use  of  the  HTML  object   Copyright @ 2014 See-Change Solutions
  • 11. 4. SAS Report -> Transformer -> Cognos Workspace Advanced (or Report Studio)   •  This  method  takes  the  output  of  a  SAS  report  (eg  Enterprise  Guide  report)     and  ‘pivots’  the  data  in  such  a  way  as  to  provide  a  data  input  into  the   Cognos  Transformer  OLAP  modelling  tool.     Copyright @ 2014 See-Change Solutions
  • 12. •  5. SAS Report -> Cognos Workspace Advanced (External Data)     This  method  takes  the  (crosstab)  output  of  a  SAS  report  (eg  Enterprise   Guide  report)  and  saves  it  into  Excel  or  CSV  format.  Then,  within  Cognos   Workspace  Advanced  or  Cognos  Report  Studio,  the  output  can  be  brought   into  Cognos  via  the  ‘Manage  External  Data’  op&on   Copyright @ 2014 See-Change Solutions
  • 13. 6. SAS Report -> Sharepoint -> Cognos Connection (Document output)      SAS  report  (eg  Enterprise  Guide  report)   •  This  method  takes  the  output  of  a and  saves  it  into  PDF,  Excel  or  Word  format.  Then,  within  Sharepoint,  the   document  can  be  added  to  a  loca&on  from  where  it  can  be  linked  within   Cognos  Connec&on  via  an  External  URL   Copyright @ 2014 See-Change Solutions
  • 14. 7. SAS Data -> ODBC -> Framework Manager -> Cognos Studios     •  This  method  can  use  an  ODBC  Connec&on  to  allow  any  SAS  dataset  to  be  a   source  for  Cognos.  The  SAS  ODBC  driver  can  be  used  to  create  an  ODBC   connec&on,  from  which  a  data  source  connec&on  can  be  defined  within   Cognos  to  point  to  the  SAS  data  set.  Alterna&vely,  the  SAS  ‘PROC  SQL’   method  can  be  used  to  output  SAS  results  directly  to  a  rela&onal  table     Copyright @ 2014 See-Change Solutions
  • 15. 8. SAS Data -> Cognos Datasource (via SAS OLE-DB) -> Excel -> Cognos   •  This  method  connects  to  a  SAS  dataset  via  the  SAS  OLE-­‐DB  provider.  Since     Cognos  does  not  na&vely  support  the  OLE-­‐DB  provider,  a  connec&on  can   be  defined  in  Excel,  and  Cognos  can  then  be  pointed  to  the  Excel  file.     Copyright @ 2014 See-Change Solutions
  • 16. 9. SAS Data -> Data Warehouse -> Cognos Studios     •  The  most  common  approach  is  s&ll  to  load  SAS  datasets  directly  into  the   Data  Warehouse,  from  where  Cognos  Framework  Manager  can  create   Query  Subjects  and  Packages  for  consump&on  by  Cognos  Transformer  and   the  Cognos  Studios.  However,  this  approach  creates  a  long  lead  &me  for   business  users  with  constantly  changing  repor&ng  requirements  and  ad-­‐ hoc  requests.   Copyright @ 2014 See-Change Solutions