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COGNOS ANALYTICS (11.0.9)
NEW FEATURES
Cognos User Group
May 8, 2018
PREFACE
• Conceptual Overview not a How-to Training
• Sources
• IBM Cognos Analytics Knowledge Center (User Manual)
• IBM Cognos Analytics Community Blog
• Trial & Error
AGENDA
• New Data Features
• Uploaded Files
• Data Sets
• Data Modules
• New Reporting Features
• Dashboards
• Stories
UPLOADED FILES
• If you want to do some quick analysis and visualizations with
data files, you can upload them to IBM Cognos Analytics
yourself
• Microsoft Excel
• Excel files will always use the first sheet
• Password-protected Excel files are not supported
• Excel file formats prior to 2003 are not supported
• Data must be in columnar form; crosstabs are not supported
• Delimited text files (e.g. comma, tab, semicolon, or pipe
separated values)
UPLOADED FILES (CONTINUED)
• Current size limitation is 100 MB
• Columns with text or BLOB data are truncated to 100
characters during import
• Imported to My content, but can be moved to Team content
• Can be used in dashboards, stories, and data modules,
but not directly in reports
• To use in a report, it must be incorporated into a data
module
UPLOADED FILES (CONTINUED)
Data Module
Uploaded File
Excel Dashboard
Story
Delimited text
(e.g. CSV)
DATA SETS
• Create a data set to group, aggregate, and filter
items that you use frequently within a package or
data module
• Condenses the data into fewer rows, and all else
equal, fewer rows lead to better performing
reports and dashboards
• Retain a version of the data at a specific time
DATA SETS (CONTINUED)
• You can refresh a data set on-demand, or on a
schedule
• Transformations that take a long time can be completed
overnight so they’re ready-to-use first thing in the
morning
• Administrators can limit the size of any single data set,
and the total volume that any one user can occupy on
the system
• Data sets can be used by data modules, dashboards
and stories
DATA SETS (CONTINUED)
Data Module
Data Set
Data Module
Package Dashboard
Story
DATA MODULES
• Data modules is a web-based data modeling feature that
can fuse together many sources of data (e.g. packages,
uploaded files, data sets, other data modules)
• In a simple use, you can include many sources without
performing any data modeling, for the purpose of having
many data sources available to a report author
• In a complex use, you can join data sources, and/or
create custom calculations and filters
DATA MODULES (CONTINUED)
• The data and metadata from sources is
referenced*, not copied, so if underlying sources
are changed, it will effect the data module
• If a referenced data set is deleted, the data module
becomes unusable. If the other sources are deleted, the
data module becomes partially invalid.
• *Data modules can be an exception to this rule. You can
“Break link”, forcing the metadata to be copied into the
new data module.
DATA MODULES (CONTINUED)
• Data modules honor the security of packages
• Data modules can be shared if they are saved in a
folder that other users can access
• Data modules can be used in reports, dashboards,
stories (and other data modules)
DATA MODULES (CONTINUED)
*Sources can be joined except packages can’t be
joined with other packages
Data Module
Data Modules
Uploaded Files
Data Modules
Data Sets
Data Servers
Data Module
Dashboard
Story
Packages
Report
DASHBOARDS
• Explore powerful visualizations of your data in IBM
Cognos Analytics and discover patterns and
relationships that impact your business
• Then communicate the insights that you've
discovered in a dashboard and share it with others
DASHBOARDS (CONTINUED)
Data Modules
Dashboard
CQM/JDBC Packages
Packages
Uploaded Files
Data Sets
STORIES
• A story is a type of view that contains a set of scenes
that are displayed in sequence over time
• Stories are similar to dashboards because they also
use visualizations to share your insights
• Stories differ from dashboards because they provide an
over-time narrative and can convey a conclusion or
recommendation
• You can also create the effect of animation by having
visualizations and objects appear and disappear during
a scene in a story
STORIES (CONTINUED)
Data Modules
Story
CQM/JDBC Packages
Packages
Uploaded Files
Data Sets
SOURCES & ADDITIONAL INFO
• Get started video tutorials and samples
• Uploaded Files
• Uploading data
• What types of files can be uploaded into Cognos Analytics?
• Data Sets
• Creating data sets
• Grab a Slice of Data: Cognos Analytics 11.0.4 Unveils Data Sets
• Data Modules
• Data modeling in Cognos Analytics
• Modeling Enhancements in #Cognos Analytics 11.0.5
• Data Modelling enhancements in #Cognos Analytics 11.0.7
SOURCES (CONTINUED)
• Dashboards
• Dashboards
• Dashboard Enhancements in Cognos Analytics 11.0.6
• What’s new in Dashboarding for #Cognos Analytics 11.0.7?
• #Cognos Analytics 11.0.8: What’s new in dashboards
• Stories
• Stories
• Introducing Storytelling in IBM Cognos Analytics 11.0.4
• Tell stories that resonate with Storytelling enhancements in
#Cognos Analytics 11.0.7
• #Cognos Analytics 11.0.8: What’s new in storytelling
QUESTIONS?

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DataModule_Ref1.pdf

  • 1. COGNOS ANALYTICS (11.0.9) NEW FEATURES Cognos User Group May 8, 2018
  • 2. PREFACE • Conceptual Overview not a How-to Training • Sources • IBM Cognos Analytics Knowledge Center (User Manual) • IBM Cognos Analytics Community Blog • Trial & Error
  • 3. AGENDA • New Data Features • Uploaded Files • Data Sets • Data Modules • New Reporting Features • Dashboards • Stories
  • 4. UPLOADED FILES • If you want to do some quick analysis and visualizations with data files, you can upload them to IBM Cognos Analytics yourself • Microsoft Excel • Excel files will always use the first sheet • Password-protected Excel files are not supported • Excel file formats prior to 2003 are not supported • Data must be in columnar form; crosstabs are not supported • Delimited text files (e.g. comma, tab, semicolon, or pipe separated values)
  • 5. UPLOADED FILES (CONTINUED) • Current size limitation is 100 MB • Columns with text or BLOB data are truncated to 100 characters during import • Imported to My content, but can be moved to Team content • Can be used in dashboards, stories, and data modules, but not directly in reports • To use in a report, it must be incorporated into a data module
  • 6. UPLOADED FILES (CONTINUED) Data Module Uploaded File Excel Dashboard Story Delimited text (e.g. CSV)
  • 7. DATA SETS • Create a data set to group, aggregate, and filter items that you use frequently within a package or data module • Condenses the data into fewer rows, and all else equal, fewer rows lead to better performing reports and dashboards • Retain a version of the data at a specific time
  • 8. DATA SETS (CONTINUED) • You can refresh a data set on-demand, or on a schedule • Transformations that take a long time can be completed overnight so they’re ready-to-use first thing in the morning • Administrators can limit the size of any single data set, and the total volume that any one user can occupy on the system • Data sets can be used by data modules, dashboards and stories
  • 9. DATA SETS (CONTINUED) Data Module Data Set Data Module Package Dashboard Story
  • 10. DATA MODULES • Data modules is a web-based data modeling feature that can fuse together many sources of data (e.g. packages, uploaded files, data sets, other data modules) • In a simple use, you can include many sources without performing any data modeling, for the purpose of having many data sources available to a report author • In a complex use, you can join data sources, and/or create custom calculations and filters
  • 11. DATA MODULES (CONTINUED) • The data and metadata from sources is referenced*, not copied, so if underlying sources are changed, it will effect the data module • If a referenced data set is deleted, the data module becomes unusable. If the other sources are deleted, the data module becomes partially invalid. • *Data modules can be an exception to this rule. You can “Break link”, forcing the metadata to be copied into the new data module.
  • 12. DATA MODULES (CONTINUED) • Data modules honor the security of packages • Data modules can be shared if they are saved in a folder that other users can access • Data modules can be used in reports, dashboards, stories (and other data modules)
  • 13. DATA MODULES (CONTINUED) *Sources can be joined except packages can’t be joined with other packages Data Module Data Modules Uploaded Files Data Modules Data Sets Data Servers Data Module Dashboard Story Packages Report
  • 14. DASHBOARDS • Explore powerful visualizations of your data in IBM Cognos Analytics and discover patterns and relationships that impact your business • Then communicate the insights that you've discovered in a dashboard and share it with others
  • 15. DASHBOARDS (CONTINUED) Data Modules Dashboard CQM/JDBC Packages Packages Uploaded Files Data Sets
  • 16. STORIES • A story is a type of view that contains a set of scenes that are displayed in sequence over time • Stories are similar to dashboards because they also use visualizations to share your insights • Stories differ from dashboards because they provide an over-time narrative and can convey a conclusion or recommendation • You can also create the effect of animation by having visualizations and objects appear and disappear during a scene in a story
  • 17. STORIES (CONTINUED) Data Modules Story CQM/JDBC Packages Packages Uploaded Files Data Sets
  • 18. SOURCES & ADDITIONAL INFO • Get started video tutorials and samples • Uploaded Files • Uploading data • What types of files can be uploaded into Cognos Analytics? • Data Sets • Creating data sets • Grab a Slice of Data: Cognos Analytics 11.0.4 Unveils Data Sets • Data Modules • Data modeling in Cognos Analytics • Modeling Enhancements in #Cognos Analytics 11.0.5 • Data Modelling enhancements in #Cognos Analytics 11.0.7
  • 19. SOURCES (CONTINUED) • Dashboards • Dashboards • Dashboard Enhancements in Cognos Analytics 11.0.6 • What’s new in Dashboarding for #Cognos Analytics 11.0.7? • #Cognos Analytics 11.0.8: What’s new in dashboards • Stories • Stories • Introducing Storytelling in IBM Cognos Analytics 11.0.4 • Tell stories that resonate with Storytelling enhancements in #Cognos Analytics 11.0.7 • #Cognos Analytics 11.0.8: What’s new in storytelling