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Cognos Analytics: Dashboards or Reports?

July 28, 2020

Cognos Analytics (v11)

Matching Tools to Business Requirements

Dashboards in Cognos have reached near technical par with reporting. New capabilities keep strengthening the platform. All that makes it difficult to know which to use: dashboards or reports?

READ THE ANSWERS TO THE QUESTIONS ASKED DURING THE WEBINAR

In this on-demand webinar, we compare Cognos dashboards and reports, breaking down the differences in functionality between the two, and where each is best applied. Understanding the relative value of each will let you determine the best tool for your business requirements.

Get answers to these commonly asked questions and more:

  • What is the difference between a dashboard and a dashboard-style report?
  • Where is the best place for experimental data discovery?
  • What can reports do that dashboards can’t?
  • Understanding the lingo: is a report a type of visualization or is it the other way around?

If you are a report author using Cognos Analytics, this will fill in any missing blanks and help you master your Cognos reporting domain!

▼ TECHNOLOGIES COVERED

Cognos Analytics

▼ PRESENTER

Patrick Powers
Trainer and Consultant
Senturus, Inc.

Patrick has 20 years of experience in data science, business intelligence and data analytics. He is a Tableau Certified Associate and a Cognos expert whose product experience goes back to version 6. He is also versed in Actuate, Hyperion and Business Objects. His certifications include multiple programming languages, including Java and C++, and database certification (MS SQL).

▼ PRESENTATION OUTLINE

  • Dashboard use case overview
    • Dashboards are meant to answer questions in a visual format
    • It’s about making data accessible and easy for a user of any skill level
    • Dashboards can be as simple or complex as needed to answer your business question
    • Dashboards can be static or interactive as appropriate for the information presented
    • Almost any data source can be used for a dashboard:
      • Framework Manager packages
      • Data modules
      • Uploaded XLSX or CSV files
      • Datasets
    • Multiple data sources can be used for a single dashboard
    • Dashboards can be for a single person looking to answer an immediate question or be made to distribute to a larger group
    • The amount of formatting done to a dashboard will depend on how the dashboard will be used
    • In the current version of Cognos Analytics, dashboards have reached near technical par with reporting, but there are still limitations
    • Dashboards do not allow for as much granular control over objects as reports
    • Unable to work at the query level
    • Can’t use joins, unions or intersections directly
    • No prompting controls for advanced prompt functions
    • Macros for security or OLAP development are not available
    • Formatting options are more restricted
  • Reporting use case overview
    • Reporting is usually more targeted than a dashboard
    • Reports can be a single page or dozens of pages
    • A report may not always be a visualization
    • Reports can have visualizations, lists, data tables, crosstabs, singletons and more for the data containers
    • A typical report author is building a report to be distributed
    • Reporting allows for more complex data sources such as raw SQL
    • Advanced authors can leverage capabilities such as joins, unions or intersections
  • Dashboards or reports?
    • If there are so many similarities, why use reports over dashboards?
      • More granular control with reports
      • Advanced scheduling options not available for dashboards
      • Prompting more in-depth
      • Reports can be made to emulate dashboards as shown in the demo, but the report gives more flexibility and control
      • Drill-through functionality expanded with more features in reporting
    • Reporting provides more technical capabilities
      • Complex calculated fields with macros and functions
      • Ability to manipulate data at the query level
      • Advanced filtering options for both detail and summary level filters
      • Parameters can be added and customized
      • More data container options available
      • Allows for creation of briefing books with table of contents, hyperlinks and bookmarks
      • Can add in HTML JavaScript, API function calls
      • Use raw SQL to work with any source environment

▼ Machine Transcript Part 1

0:06
Greetings and welcome to the latest installment of the Senturus Knowledge Series we will be presenting on the topic of Cognos Analytics dashboards or reports.

0:18
Before we get started into the core of the presentation, a few housekeeping items please feel free to use the go to Webinar control panel to make this session interactive.

0:29
While we have everyone’s microphones muted out of respect for the speaker, we encourage you to submit questions via the Questions section in the GoToWebinar control panel, or generally able to respond to questions, and try to, while the webinar is in progress. If we’re unable to, we will cover it in a written response document that we’ll post on our website at … dot com. Which brings us to.

0:54
The next obvious question is, Can I get a copy of today’s presentation?

1:00
And the answer is an unqualified. Yes, if you visit our Resource Library on the Senturus website at https://senturus.com/resources/cognos-analytics-dashboards-or-reports/

1:13
You will find a recording of today’s presentation along with a copy of the deck and the question long as needed along with hundreds of other great webinars and tips and tricks and great content. So, make sure you bookmark that.

1:34
The agenda today, after some brief introductions, we’re going to hand it over to our presenter to do a dashboarding use case overview, then move on to a reporting use case overview. We’ll see some live demonstrations, and then stick around after that, for a brief centrist overview, some additional, almost entirely free resources, for the wonderful Q&A that happens at the end. And again, please submit your questions via the question panel.

2:04
So, introductions today. I am joined by Patrick Powers, who has been with Senturus for 15 years now as a data scientist, consultant and trainer. My name is Mike …, I wear a different number of hats here at Senturus, one of them being an MC for the session. So, I’m pleased to be joined by Patrick today, who will be sharing some of his expertise on the Cognos front.

2:34
So, before we kick off the main content here, we’d like to get a little interactive and have a poll for you all. So, within your organization, please tell us how widespread is the use of self-service Cognos dashboarding.

2:50
So, please select one of the four options widely adopted if it’s only used in pockets or you’re just starting, or you’re not using it at all.

2:59
Go ahead and make your choices, and then I’ll share the results back with all of you.

3:05
Is it quick on the trigger today? Great.

3:08
I’ve got about two thirds of you three fourths, a couple more seconds keep those votes coming in.

3:19
All right, great. 

3:22
11% widely adopted, quarter of you used in pockets, closer to half, just getting started with it. And almost a quarter of you are not using it at all. Interesting. Thank you for sharing your insights there.

3:38
And with that, we’ll move to the next slide, and into the content, the main part of the content, Patrick the floor’s yours.

3:46
Thanks, Mike.

3:47
So today, since a lot of you are just starting out, you probably have the questions, why would I want to use dashboards? What are dashboards for, what are we going to do with them?

4:00
Let’s start with the first immediate thing. Dashboards are meant to answer questions visually.

4:09
There, they are centered around the use of visualizations. Any of you who’ve started using, tend to, or later, have seen visualizations available in your reports, and you’ve seen that they keep adding more and more.

4:24
We saw different ones between 11.0 and 11.1, and they keep adding more of these, the ability to change them with JSON the ability to improve on them.

4:38
Everything is being centered around data visualization

▼ Machine Transcript Part 2

4:44
And what does that mean?

4:46
That means, for you, and for your users, making it accessible for any skill level.

4:54
No matter whether we want to admit it or not. We all know that sometimes management or other folks at our organization need simpler views, simpler reports, and we need to make sure that we’re hitting those skill levels. They don’t have the time to look at a 5000 row list reports, which is not even a report, and we all know it.

5:16
They need to see summary information. But dashboards can be as simple or as complex as you need them to be.

5:25
There’s a lot about design when it comes to dashboarding.

5:31
That’s going to be one of the biggest differences.

5:35
They can be static. We can have filters, a lot of the newer visualizations have animation again, if we’re targeting a certain audience, that’s great. It gets their attention. It gets them looking at things that they might have ignored in the past.

5:54
There’s a little bit of that factor where people look at any giggled because the bar’s move, You know, we know that we may not like it, but we know that.

6:07
One nice thing with that, with dashboarding, like data modules, we can bring in different sources.

6:15
And with dashboards, we can directly build dashboards from all sorts of sources, whether it’s an FM package, whether it’s a data module, or even a directly uploaded file.

6:32
You can take an Excel file, upload it, and start building right away.

6:39
If you know how to drag and drop and how to deal with an Excel file, boom, this is the tool for you.

6:49
One of the bigger challenges in the past, when it comes to reporting, is having multiple data sources in our report. Now, thankfully, we can finally have multiple packages in reporting.

7:04
But this is something when you want a dashboard, you may have four objects on a dashboard. And all four of those come from a different data source.

7:12
Dashboards make that easy.

7:17
Dashboards can be for one person trying to do their own analysis.

7:23
Thank Query Studio.

7:25
Think about it as a visual Query Studio.

7:28
Think about it as a hognose workspace on steroids.

7:33
Or it can be distributed.

7:36
It can be shared with Cognos Analytics. We can share via Slack, We can share via other methods.

7:44
So we could share this.

7:46
And, again, they’re continuing to add to the technology, to be able to print these, to be able to push them out in PDF format.

7:56
So, lots of different ways.

7:59
The amount of formatting is going to depend on how you’re using it.

8:03
Am I showing this on a screen, am I putting in a PDF, is this going to be printed?

8:09
That’s where some of the formatting is going to really be a question for you.

▼ Machine Transcript Part 3

8:14
All right.

8:16
I am going to be showing you today on an 11.1.5, the current release version is 11.1.6 with 11.1.7.

8:26
Just imminent on the horizon. I know a few people are doing presentations today and tomorrow on that.

8:35
As of right now, they have started to reach technical par.

8:41
But there are still some limitations, and those limitations start to come in.

8:49
When we look at the granular control, for many of you, and I’d love to see this as a poll, the ability to work at the query level isn’t there.

9:02
And if you need to do things like joins or unions or intersections or custom sequel, and not being able to get to the query level that that’s a deal breaker.

9:17
Well, that’s a stopping point for a lot of you.

9:21
Using dashboards, will really put you into having data sources that are solid that are altogether, you know, summarized view’s, materialized, views, aggregate tables. Those will work beautifully, proper star schema, FM packages, those will work, great.

9:42
But the minute we have to do a join or a union, then we need turn back to reporting.

9:48
The same thing goes for advanced prompting.

9:51
Yes, we have the ability to create dynamic filters in a dashboard.

9:56
But I don’t have the ability to do an advanced prompt.

10:00
Or set certain default behaviors, or macros, or things where I want to do a prompt, many, all apps slicer.

10:11
And those of you who are report authors, you’re probably shaking your heads yes, right now, because you’ve already looked at this and found that, yeah, I can’t do that.

10:20
And there are some restrictions on formatting.

10:24
So, why use reporting? First off, it isn’t going anywhere.

10:32
It’s going to be more targeted.

10:34
It’s going to be targeted for a particular delivery.

10:39
The majority of folks out there are still using Cognos as a conduit to other tools, whether it’s to be able to FTP or bring it into another system or something along those lines.

10:52
People use it as a data dump tool. Let’s just acknowledge that.

▼ Machine Transcript Part 4

10:57
And being able to have a thousand plus row report, I’m going to have to turn to reporting, and I’m going to have to turn to that to be able to format it, to be able to do groups spanning, to be able to do things along those lines. I still gotta turn to reporting.

11:15
And most important, especially given what I just said, reports are not always visualizations.

11:24
Reports are going to be different things. They’re going to be the lists.

11:29
They’re going to be data tables, and for those of you haven’t looked at data tables yet, I encourage you to check them out, OK? You can finally free your headers.

11:39
Whoop, we’ve got things like cross tabs, singletons, and there’s repeater tables being able to do the old map manager maps for when you have to print, all of those things are still only in the reporting interface.

11:59
It’s also typically a different author.

12:03
The person building a report is usually building it with the intent to be distributed.

12:10
In most situations, a report author is not the user.

12:16
They’re building it for another group, they’re building it for another person, they’re building it to push out, they’re going to be more technical in nature.

12:26
They’re going to want to use Raw SQL.

12:29
They’re gonna want to use joins, unions, intersections. They’re gonna want to leverage all the technical things they’ve been doing for the last many, many years. 

12:40
So, there’s our introduction.

12:42
I thank you so far. I’m seeing a beautiful amount that you’re all paying attention, which is wonderful. So thank you very much so far. What I’d like to do next, is I’m going to just literally run through about five demos.

12:58
I’m going to show you two different dashboards from start to finish.

13:03
Then I’m going to show you three different reports, and we’re going to visually see the difference between the two technologies, OK, so nothing exciting.

▼ Machine Transcript Part 5

13:15
We’re going to see the difference. We’re going to see how they work.

13:19
Again, I’m in an 11.1.5. OK? Now we’re going to start with some dashboard demos.

13:27
So let’s just start out.

13:29
Build a dashboard.

13:32
And just like reporting. We have to pick our template and our layout first.

13:38
We’ve got our infographic templates if we want to do things that are aim towards mobile delivery, aim towards more of that scrolling or we’ve got on screen with our standard ones.

13:52
Right, now, I’m just going to use the Basic Tab template.

14:02
And before I even add a data source.

14:06
Let’s take a look at the properties.

14:09
Notice the properties of the dashboard things are centered around sorry, go to meeting control panel.

14:18
In my way things are centered around presentation.

14:24
All right, whether I’m showing the grid, I’m snapping the grid, the colors and the themes of my visualization.

14:32
I’m gonna go ahead and I’m going to turn on fit page. Now, this is beautiful. These are the kinds of things we don’t always see in reporting. Being able to have this auto size.

14:42
for our end users screen, no matter what, this is one I would encourage you to be in a habit of using.

14:51
So let’s select our source.

14:54
Everybody’s favorite.

14:56
It all goes: sales query.

15:00
We’ve been using that for the last couple of decades, right?

15:05
We’re just going to build out a dashboard.

15:08
And here’s where it becomes nice for any skill level.

15:13
While this package, I wouldn’t necessarily give to all users, I would give them subsets of this package.

15:21
It’s very well organized, it’s very well setup.

15:26
Everything is nice and easy to see.

15:29
I’m going to expand out my products.

15:33
And all I have to do is just drag this over.

15:36
I just drag over Product Line. I don’t have to think about it. I can move it right where I want it.

15:44
And right on top of that, I’ll drag my revenue.

15:50
Now, look at that.

15:52
Think about how many users in your organization would love to be able to simply do that. Get their answers, get what they need, be able to see it.

16:03
Then let’s, lay this out.

▼ Machine Transcript Part 6

16:04
Notice those little green markers there so I can see that, hey, I’m going to about 50%, and about 50%.

16:18
That’ll be good enough, edit re sizes, and I can easily create a second one, with order method type.

16:30
With gross profit.

16:34
Get on up here, set it up, and look at that.

16:41
Good to go.

16:45
Here’s where we start to differ from reporting.

16:49
The next steps in this are centered around formatting it.

16:54
So, if I go to my general tab, I turn on a title, notice I get this new tab called Text Details.

17:05
Put in a title.

17:07
Do that with this one.

17:12
So, you definitely see that the amount of properties I have is much lower than I would normally see in reporting.

17:23
Then we’ve got things like this, where I can take the access, now that I’ve got titles on these.

17:30
I don’t need an access title.

17:34
And I can rotate this.

17:41
Areas, I can rotate that and I can do the same thing over here.

17:48
Get rid of the title.

17:51
rotated 45 degrees.

17:54
Then I can take this format text.

18:02
So, you’ll see, you’ll notice that what I’m doing here is I am focusing on things that impact how this looks visually, not data, not organizing. It’s visually. what I’m looking to do.

18:19
Space, there’s one of our biggest differences is being able to do things visually.

18:25
Yeah.

18:28
So, there are some questions coming in, and make sure there’s nothing that needs. Immediate answering.

18:33
All right, good.

18:35
I just want to check that real quick.

18:39
Let’s continue on. So, hey, you’re probably thinking wow, that’s taken up. A lot of screen. Real estate. It is.

18:45
But guess what.

18:46
We can also do more formatting.

18:49
I can abbreviate that down.

18:52
I can abbreviate this one down.

▼ Machine Transcript Part 7

18:59
Some of you in earlier versions of target site Analytics may say, Hey, that’s new.

19:05
They did just recently, I think it was not for where they allowed you to be able to data format. This is currency.

19:13
So they are improving it, and as a matter of fact, I think it was 11.1.3, where we finally got copy and paste, whew!

19:21
All those important things, right. And you copy and paste.

19:24
What about this bottom section?

19:27
Well for the bottom section, instead of starting with data, I’m going to start with the visualization.

19:35
So, look at my options that are available to me.

19:40
Sure, I’ve still got table, sure, I’ve still got cross tab, but come on, everything else is really where the focus is.

19:50
So I’m going to bring over a data player.

19:52
Why, Because it can.

19:55
And I’m going to add a year into that.

20:00
Sit on, back down.

20:01
And, again, I’ll resize it.

20:06
Make sure that, Hey, it looks good.

20:10
Nope.

20:12
And now, I’ll preview this.

20:17
There you go, I built a dashboard for you in under 10 minutes.

20:24
Try doing that in reporting, or even Excel or anything else. And again. Is it silly that I’ve got this only animation going on? Yeah, absolutely. But.

20:35
Imagine something like this in the lobby of your organization cycling through and having it so that clients or customers as they walk in can see what’s going on.

20:48
It’s got that. Wow factor.

20:50
It’s very direct.

20:52
It’s very right there and it looks good, OK.

20:58
Well, that’s fine and dandy, but I need something fancier, because I need to send it to my finance folks, OK?

21:06
Fair enough.

21:10
So let’s build a second dashboard.

21:12
And let’s target this one.

21:16
For a finance user, let’s target this to go out to somebody who might be in finance.

21:25
This time, I’m using the one that has the four boxes up.

21:29
The top plus dissenter, and the first thing I’m gonna do is I’m going to go to fifth page.

21:36
All right.

▼ Machine Transcript Part 8

21:40
Yeah, yeah, we’re using go’s sales query.

21:44
It’s your friend of mine.

21:47
Well, I want singleton’s all right, I’ll give you singletons.

21:52
Here you go.

21:55
You want singletons.

21:56
You can have singletons, replace that one.

22:03
Revenue.

22:06
I want planned revenue.

22:09
One thing that is nice is I can create calculations.

22:14
So in my fourth box, I want the variance between these two.

22:20
So, I do have my calculation editor, and I do have all of my functions, like that, I’ve got all my, my macro functions that I would have in reporting. I have all my common functions I’d have and reporting.

22:34
All of these are still here.

22:39
So I can take Revenue minus planned revenue.

22:49
Click Validate, looking Good.

22:53
Might have helped if I renamed that.

23:01
It’s too much pressure. Too much pressure for Tuesday.

23:05
Now, I’ll take Variance and drop it right in there.

23:12
All right.

23:14
Before I do this next part, I know the question is going to come, No, there is no Format painter in here yet.

23:22
OK.

23:24
I know that’s what everybody wants, there’s no format painter in area.

23:30
Also, notice that these are all different formatting.

23:35
If I was in reporting, I could format them all at once.

23:40
I cannot format that all at once here, so I do have to go one at a time.

23:50
And quickly change these, they all look the same.

23:59
So a little cumbersome not going to lie.

24:05
Come on, it’s not like we’ve got a place to be.

24:14
And my last one.

24:21
And there we go.

24:23
Um, all right, so what about this lower section?

24:26
Now, remember, I said I’m building a finance centric one, OK?

▼ Machine Transcript Part 9

24:31
Let’s give finance people what they want. Let’s give them a Crossed app.

24:37
Let’s make a nice cross tab out of this.

24:40
I’m going to throw gross profit, and I’m going to do Product line.

24:48
Sayles reagent, I’ve got across step All right, but isn’t this supposed to be visual? You said, absolutely. So, guess what? I’m going to put gross profit.

25:03
I’m the color as well.

25:06
And that’s where you all go. Ooh, aah.

25:10
Now, I’ve got.

25:13
That’s nice.

25:19
Now, it was auto sizing in the last version. I don’t know what happened here, to be quite honest with you.

25:26
I don’t know if it’s something that I did wrong.

25:29
I’m willing to lead if I did something wrong, but it was auto size, and in the last version, for some reason, it doesn’t want the auto size now.

25:39
That’s OK.

25:41
We’ll make it work. I can set the width of each one of the boxes if I were to go into the Properties.

25:49
You take a look at this, so if I were to say, Hey, default column list 1 75, it’s just like if I was doing size and overflow inside of reporting.

26:04
You’ll also notice that the pallet is backwards.

26:08
I can quickly reverse that.

26:10
I can also create a custom palette.

26:14
Well, wait a minute.

26:15
That’s that’s That’s a lot of red.

26:20
By default, it does split it out into equal chunks.

26:27
Since we are here to talk about the differences between reporting and dashboarding, No, I can’t just type in numbers, I do have to slide these over.

26:42
I have to kind a get them right where I want them.

26:52
Yes. I’ve done this a lot of times.

26:58
Slide those over to where I want them.

27:01
But now I do have a conditionally formatted.

▼ Machine Transcript Part 10

27:06
I’ve got something that’s looking nice here.

27:08
I’ve got something clean and that, That looks pretty darn good as a starting point for one of my users. And let’s, let’s take this out. Let’s uh.

27:22
Still a little more formatting here.

27:26
I want to go ahead.

27:29
Add Background Color.

27:31
I’m going to take each one of the widgets.

27:40
Order color.

27:44
Nice. And we’re going to exit out into preview mode and there we go.

27:51
Thinking of this as a starting point, we’ve got something that provides summary data, little bit of detail, It’s color coded, again, to be less than 10 minutes to produce.

28:06
And my user can set, this is their home.

28:11
A lot of our users will come in, look at one, maybe two reports. If there’s nothing to do, they go on about their day.

28:20
So imagine allowing a user to be able to set this as their home, and be able to look right at what they want.

28:30
Let’s enhance this real quick before I move into the reporting one, So I want you to see what is possible.

28:37
I can add filters to this.

28:41
So if I add a year filter.

28:47
Let’s say I pick these tools this one year, notice that my whole thing updates, it’s dynamic, but you may also notice that my formatting changed, OK, it does not hold that formatting, unfortunately.

29:04
But my user now has the ability to change the year when they view it.

29:12
So it’s interactive, dynamic.

29:16
Yeah, something that some of you are probably thinking about, This is great for summary.

29:23
How do I get to the detail?

29:28
How do I get to the detail?

29:34
And I do see there are some questions.

29:36
Unfortunately, this control panels in my way right now, so I can’t get to the questions right now, but, hopefully, Mike, and the rest of the group are, try to answer some of those for you as we’re going through.

29:47
I’m going to leave this open for a second. I’m going to save this as.

29:57
Finance Dashboard webinar.

30:01
I am just going to start building our quick report.

30:06
Do is build one column.

30:13
Throw a list out here.

30:26
And, I’m going to basically replicate.

▼ Machine Transcript Part 11

30:31
What we just saw up there.

30:35
All right.

30:38
Group those.

30:39
And then I’m going to add something additional.

30:44
I’m going to add in.

30:50
Parameter.

30:53
But again, something we can’t do.

30:59
And I’ll save this.

31:03
My finance target report.

31:10
Some of you probably already know what? Where I’m headed with this, where we’re going with this.

31:15
I’m going to go back to my dashboard.

31:18
I’m gonna take this box right here and I am going to Set up a drill through Add a new drill through definition.

31:32
I’m going to pick my.

31:37
I swear, I just say that, you guys all just saw me say that, right?

31:50
And this is why you always have one ready to go in the background, right?

31:56
Notice that it did pick up my year parameter, because I have the Year filter here. I can pass the year value from here.

32:06
And I have the option of applying it to all the visualizations on this, that use Go Sales query, or just the one that I’m choosing. Now, I’m going to pick just the one that I’m choosing.

32:18
So now, when my user is looking at this, my user can drill through and get to that detail, So here, I get the best of both worlds, right.

32:32
I’ve got something that allows me to create that nice, high level.

32:39
Well, also, going down to the detail as needed.

32:47
That’s pretty awesome.

32:51
So you get the best of both worlds in this case.

32:56
Let’s shift gears and look at reports.

33:03
So that’s our two Dashboard demos.

33:06
Let’s take a look at Reporting.

33:18
And let’s look at how to create a Dashboard Style Report.

33:26
Close these.

33:42
Use the one column.

33:44
I’m going to do this the old-fashioned way.

33:47
All right?

▼ Machine Transcript Part 12

33:49
I’m old And I like to do things the old-fashioned way.

33:53
I’m going to start out with a table.

33:55
I’m going to make it two columns by two rows.

34:03
My source.

34:10
Let’s put some objects on here.

34:13
I’m going to put a cross tab.

34:15
And I’m going to put a visualization.

34:18
And I’m going to pick one of the new visual newer visualizations, put a pie out there.

34:26
Then we’re gonna go ahead and I’m going to format this. I’m gonna throw some data in here.

34:33
Product line?

34:37
Year?

34:40
Revenue.

34:43
That’s an exciting there, right?

34:46
And then, I will take sales region.

34:51
Over here is my segments. and yes, I know they’re doing a pie. We should really be doing this as percentage. But for the sake of this demo, I’m going to put it in as magnitude. I’m going to violate the good rules of a pie.

35:06
All right.

35:07
Then I’m going to take these two table cells.

35:12
First off, look at the difference in my Properties. Differences here and Properties. 

35:17
I’m going to center top, align those.

35:22
And did I pick Sales region? I wanted country on that.

35:31
Yep.

35:33
What about these two top boxes? Here’s something I can do in reporting that I can’t necessarily do in the dashboard.

35:41
First off, I’m going to merge those together.

35:45
Then I’m going to put in some padding.

35:49
As I said early on, it’s about the granular abilities, what can I do at that granular level that I can’t do in a dashboard? So I did a center, middle alignment.

36:03
You know, it’d be really neat here.

36:06
It’s in the mine.

36:09
In my cross tab, in each of the rows, I had the ability to see a line chart for each one of my product lines. That’d be really cool. Yes, yes, it would.

36:20
All right, So I’m going to do the one thing that will always keep reporting ahead of dashboarding.

36:27
I’m going to unlock my report, and when I unlock my report boiled boy now, we really are at that granular level.

▼ Machine Transcript Part 13

36:39
I’m going to pick a micro chart.

36:43
I’m going to put a micro chart, right into that cell. Oops, I missed the cell.

36:50
No, I got this right here in the cell.

36:55
All right.

36:56
And I’ll go ahead and I’ll populate that.

37:02
Gross profit measure.

37:09
Years, the series.

37:12
Product line is the category, and now I’m going to do a master detail.

37:18
Can’t know a master detail inside of a dashboard.

37:24
So, again, these more advanced, more technical things.

37:29
This is where I’ve got the advantage and reporting, and then for the top, I’m going to put a value prompt.

37:41
Create a quick value prompt.

37:51
Do you want it on those two and always name your queries, you know that.

37:59
Yeah.

38:06
Yeah, sure.

38:10
Turn that autos met, and Soon I didn’t ***** anything up.

38:30
Spark lines, for some reason is not showing the site. Look at this here.

38:36
I’ve got a dashboard style report with an embedded prompt.

38:42
Still gives me the interactivity but definitely gave me more control.

38:49
Then I had in dashboarding.

38:51
So the things that couldn’t do in dashboarding, this prompted the Spark line, which hates me right now.

39:02
Being able to go down to that granular level of locking and unlocking my report, all right.

39:11
Those are the things that are still relegated to the world of reporting.

39:19
There’s nothing wrong with that.

39:24
Let’s take a look at another one.

39:26
That’s along the same similar lines.

39:32
240, perfect.

39:37
Read another new report.

39:40
Create a one column.

39:50
No sales query.

39:53
And we’re gonna go ahead, I’m going to put a list on here.

▼ Machine Transcript Part 14

40:00
I’m going to go to the query level.

40:04
This is where most of you probably work on a regular basis.

40:10
You work here at the query level.

40:14
OK.

40:19
I’m going to put a join, throw in two more queries.

40:26
one for query 1, 1 for Query two.

40:29
What I’m going to do here is I’m gonna do a little basket analysis.

40:32
So I’m going to take query, too, and I’m going to add in an order number.

40:41
Add in the order number, and I’m going to create a parameter.

40:48
On product.

40:57
Then I’m going to go to Query three.

41:02
And for Query three, I’m going to bring in the order number.

41:08
My date.

41:12
Product.

41:16
Quantity, and my revenue. Now, what’s going to happen is, we’re going to pick a product.

41:20
It is going to join to this.

41:23
And our result is going to show us the details for the orders that contain the product pick from the parameter.

41:33
So I’m using two separate queries. one, to establish the product. The other to give me the details.

41:45
So let’s go back to the query. And let’s define arc join.

41:50
So here, I’m going to join on that order number.

41:55
I’m going to set my car an analogy, 1 to one on here, one to end on here.

42:01
Again, these are the kinds of things that we can’t do in a dashboard.

42:10
Inquiry one, take everything from query three.

42:16
Drag it on over, go back to page one.

42:24
And add all these to my list.

42:27
OK, real quick Offset Rows Page.

42:34
Group on those.

42:38
And I’ll set by a product a Sunday.

42:42
All right.

42:43
Does all exciting you’re all a Tingle Archer.

42:46
Let’s run this one.

▼ Machine Transcript Part 15

42:53
So I’m going to pick bare edge.

43:00
Now.

43:04
These are the orders that contain Bair edge, and the additional items that were ordered This is very simple basket analysis all right.

43:16
I do see one question that just came through, and the answer is no.

43:20
You cannot drag and drop a report onto a dashboard.

43:24
It’s about dropping data items onto a dashboard.

43:29
Everything’s from a data item perspective.

43:33
All right.

43:34
You’re welcome.

43:38
So I can say, I’m trying to see these as I can.

43:44
So the prompt is on, is not on the main query. The prompt is actually on query, too.

43:51
That’s why I have the join.

43:53
So basically, I’m doing this for performance reasons in some respect, too, OK?

43:58
Because by doing the separate query, I’m able to get back the results that inquiry to width by, and then use that to get me my result set from Query three.

44:12
All right.

44:19
Let me let me get back to that screen because there’s too many darned screens open.

44:26
So I’ll show you that again in practice.

44:29
Here’s query to here’s my actual parameters, or a one has nothing, All right?

44:37
So the join is handling, taking this subset, joining it, so this, to get us the results.

44:47
This is going to be faster.

44:48
Now, of course, I would do this on, make sure that I’m doing something like this on an integer or not doing it on a string.

44:55
All those types of things. Make sure it’s an indexed field.

45:00
But by doing this, I end up with this, OK?

45:08
This is this kind of analysis, is not possible, necessarily in a single pass query, especially not without a serious hit.

45:17
But speaking of prompts, I want to show you 1 last 1.

45:22
It’s a little bit older technique, but it does showcase and highlight what we’re talking about here today.

45:30
And that is using a prompt dynamically to do things like sorting or filtering.

45:43
Yeah.

45:46
So I’m going to create a list.

45:51
In this one, I’m gonna put ear.

45:58
Product lines.

▼ Machine Transcript Part 16

46:01
Product number, and product, and revenue.

46:08
Group the first two.

46:14
And then, I’m going to drag a value prompt onto my screen, and I’m put right above it.

46:21
I’m going to call this sort parameter.

46:27
I don’t want a parameter eyes filter.

46:30
I don’t want a new query, because I’m going to set some default values. I’m going to set some static choices.

46:39
So under static choices.

46:44
I’m gonna learn how to type.

46:58
Make sure that matches product name and product number.

47:03
Set, Auto Submit to Yes.

47:08
I’m going to go to the default selections.

47:14
I’m going to set a default selection, the product name.

47:22
All right.

47:25
Now I’m going to drag over a query calc.

47:29
Throw this out here.

47:32
I’m going to call this third item.

47:39
Yeah, OK?

47:44
Short parameter.

47:47
Equals product number.

47:55
Then product number.

48:04
Belts.

48:07
Product, again, can’t do something like that.

48:14
Inside of a dashboard, OK?

48:21
Can’t do that there.

48:25
I’m going to take this, sort, edit my layout sorting, and I’m going to bring the sort item into the details shortlist.

48:39
And I’m going to cut this.

48:43
All right, again, perfect world.

48:54
When I change the product number, oh, look at that.

48:58
Ooh, ooh, aah.

49:03
So you’ll notice that I’m changing, from being sorted on the product name, to the product number.

49:12
Not bad, right?

▼ Machine Transcript Part 17

49:14
And that’s, that’s why I’m gonna stop, see, See, we’ve got some advanced stuff there, things that you can’t necessarily do in dashboarding. It’s it does fall under that more technical type of stuff.

49:29
But dashboarding, dashboarding does give us a lot, but again, we get more granular control.

49:38
We get advanced scheduling, the prompt in which I showed, showed you a few.

49:44
I can emulate as I showed you in the demo.

49:48
Aye, do have drilled throughs in both, but I definitely have more drill through capability like self referencing, drill through map to map drill throughs, things like that.

50:02
Got more complicated, complex, calculated fields.

50:06
The query level, that’s the biggest one there being able to work at the query level.

50:13
More data containers, and then we’ve got things like table of contents, and hyperlinks and bookmarks.

50:19
If I’m doing briefing books, if I want to call the API, if I want to use JavaScript, those sorts of things are still limited to the world of reporting.

50:32
And Mike, that’s what I have. It’s back to you now. Alright, thanks Patrick. Please take a look at the question pane, if you get a chance. I red flagged some of the, There’s a bunch of great questions. Everybody got about 10 minutes left here, I’m goanna run through a few slides, get your questions, and definitely stick around. There’s really good ones.

50:50
We just wanna offer up that, you know and there’s, there’s a lot here and you can see the waters can get, you know a little deep as our founder John Petersen likes to say and we can help you.

51:01
Whether that’s leveraging one of our business intelligence experts, experts like Patrick on demand, let us know. Likewise, we can help you upgrade your system to take advantage of the latest and greatest, and with that, it’s worth noting that 11 O is going to be out of support fairly soon as originally released in November of 2018. So, if you’re still on that version, might be a good idea to start planning for your next upgrade, especially given that the 1001 7 version is slated to be the final long term support LTS for the 11.1 build. So, if you upgrade to that version, you’ll be supported for two plus years with hot fixes, tech support, et cetera, et cetera. So that’s probably a good one to target. And then, of course, I’d be remiss if I didn’t talk about our awesome training, many of our classes led by Patrick. Here on the, On our, on our call, we offer to authoring classes. Specifically a beginning authoring class.

51:59
We’re doing an august 11th and 12th and advanced class September 22nd, 23rd hard to believe we’re looking ahead in September already, and dashboards class on August fourth. Additionally, all our courses are available for private group instruction, and can be a cost effective approach for your organization.

▼ Machine Transcript Part 18

52:16
So, real quickly, about our organization at Senturus, we are, we concentrate our experts solely on business intelligence with a depth of knowledge across the entire BI stack, and we’re known for bridging the data and decision gap. We provide clarity from the chaos of complex business requirements, disparate data sources, constantly moving targets, and changing regulatory environments. We’ve made a name for ourselves based on our strength and bridging that gap between IT and business. We deliver solutions giving you access to reliable analysis, ready data across the organization, enabling you to quickly and easily get answers at the point of impact and the decisions you make, and the actions you take.

52:57
We offer a full spectrum of BI services, Everything from requirements gathering to building data lakes and data warehouses, to building the front end dashboards, reports, and visualizations. And everything in between, including project management, software and support for hybrid BI environments, whether that’s migrations, or security or performance optimizations. We do it all, again, focused solely around the area of BI. And we’re so confident in our team and the Senturus methodology that we back our projects with a 100% money back guarantee. That’s unique in the industry.

53:35
We’ve been at this for a while. We’ve been focused solely on this, again, for nearly two decades, at this point. We work across the spectrum, from Fortune 500 clients down to the mid market, solving business problems across virtually every industry, and functional areas, including the Office of finance, sales and marketing, manufacturing, operations, HR, and IT. We pride ourselves on being large enough to meet all of your business analytics needs, yet small enough to provide personalized attention.

54:01
And, then, a couple other resources here, Again, you can expand your knowledge, find more resources at the URL below, We’ve got all kinds of great stuff there. Bookmark that and check back often. We’ll have this webinar and many others, as well as our, our blog and other great events. And, on the next slide, we do have a great upcoming event, Accelerate Report migrations, Cognos Power BI and Tableau that will be on Thursday, August sixth.

54:28
So, at our usual webinar time here, you can register at the link found there.

54:35
And, of course, as I mentioned before, training, we offer training in the top three BI platforms, Cognos Power BI and Tableau are ideal for organizations that are running multiple platforms or, for those moving from one to another, our instructors, like, Patrick, are, multilingual. In all of these platforms And can traverse them relatively easily.

54:56
We provide training and many different modes, whether that’s in person, or instructor led online or self paced training and small group mentoring sessions, Additional resources, get all kinds of great stuff there, Head over to the Senturus a site, We’ve been committed to sharing our BI expertise for over a decade with events such as this.

55:15
And with that whirlwind tour, we move on to the Q&A section. I don’t know, Patrick, if you have a favorite you want to lead with, or if you just want to sort of work, our way down from the top to, I’m going through them and thank you, Mike.

▼ Machine Transcript Part 19

55:26
I’ve been going through them and what I’ve seen over and over again is really a lot of what the point of this whole class ones is that you guys would like to see a lot of these things in dashboarding that just aren’t there yet, You know, being able to change to radio buttons being able to change conditional color formatting. Aziz, I think you’ve got, like, 3 or 4 questions possibly, that are all falling under that same category, you know. And, Christopher, you have a question about locking the filters. Now, see, these are the things that are still limited to that world of reporting.

56:07
They’re excellent questions and they’re excellent features that you all want.

56:12
OK, there was a Alexis wanted to know, Hey, can I put slicer and filters on their note? You gotta still use reports.

56:23
So I think that’s a lot of the takeaway from these questions is: you guys want to do all these wonderful things. And that’s where we still do have some of these limitations, unfortunately. What about exporting to Excel? Patrick, there were people that right back to back, asked about that from there, and: Yeah, and unfortunately, you know, I mean, it’s I think I still have this open.

56:44
Know, when I go out here.

56:46
I’m going to get this control panel out of my way again, when I come out here to a dashboard.

56:56
No, I’ll just open on a real quick.

57:01
It’s opened us up.

57:07
What can I do with this? How can I export it?

57:10
How can I get rid of it and I just don’t have those options I can export to PDF OK, that’s my option. Because there’s an assumption I’m going to print this so I can export it out to PDF, and that’s it.

57:26
That’s unfortunately, that’s what I’m looking at right now.

▼ Machine Transcript Part 20

57:32
Now, what about there are some specific questions around filtering using radio button rather than checkboxes, I assume they’re sort of single select versus multi select in the dashboarding realm. Nope. Really? Wow, OK. So, yeah, that’s, That’s interesting.

57:50
Yeah, this right here, that’s my option.

57:52
There are no other options for that, OK. What about defaults for formatting within the options, behind the scene somewhere? It sounds like you’re saying, Do you want me to just keep saying, nope. That’s fine. Yeah, we’re just to kind a get into the specific question. And honestly, Gang, that’s the thing, like there’s no properties paid.

58:13
For this filter, you know, I don’t have the option over here under Properties to change this filter. I don’t have the option for conditional formatting on this element.

58:23
It’s going to be an all or nothing when I want to change the color. I don’t have the ability to just change this with a conditional format.

58:31
These are the kinds of things that are still in reporting, unfortunately, and so, again, I’m trying to answer these questions as quickly as I can, but, really, realistically, Unfortunately, no, a lot of this is going to be still in the reporting.

58:49
Now, there was one, Randy, you want to drill throughs, you know, you saw earlier, I was able to do that the drill through from this summary object, so drill through as I can, I don’t know why it’s doing this, but I can do a drill through from here.

59:07
So that, and they are adding more and more with each release, OK?

59:13
There you think somebody had asked?

59:16
Sorry, yeah, Is there? I didn’t mean to cut you off. You’re finishing a thought.

59:22
No, I’m just saying they’re, they’re adding more and more every day.

59:29
And Scott, you’re absolutely right.

59:32
There are some things today that I said you can’t do, that you can’t do in a product like Tableau, as Mike mentioned, you know, Uncertified and all these products, so I get to see what they all do all the time, and, Yeah, Absolutely. And in a lot of organizations, there’s absolutely no reason why you can’t have both, because there’s one thing the Tableau can’t do, right.

59:52
Really well, that cotton this does, and that’s modeling for no, Tableau prep isn’t where framework managers’, right. There’s no such thing as the perfect product. because once there is, we’re all out of a job.

▼ Machine Transcript Part 21

1:00:06
So, yeah, you’re right, there are things, but IBM is continuing to add to this. They’re continuing to improve it. I’m personally, excited to see what’s going to be in dot seven.

1:00:19
And that’s 3:00 pm, so I’ll shut up now. My great. Well, we do want to be mindful of folks’ time here, So I think we’ll, we do have some questions that are left here. We’ll, we’ll take a look at those, and where appropriate will provide answers and post those up on the Senturus website.

1:00:37
But, firstly, I want to thank our presenter, Patrick today, for an action packed hour of content, with a lot of great material there. So, thank you very much, Patrick, and thanks to all of you and our audience for spending your lunch hour or thereabouts with us today. And we look forward to seeing you on another events. And if you have any business analytics needs, feel free to reach out to us. You can see across the bottom there, you can go to our site, call us on the 800 number, or e-mail us at info@senturus.com. So, thank you very much, everyone. Have a great rest of your day.