Professional report authors get ready: Cognos Analytics 11.1 will change your life! Seriously. With this release, IBM promises to revolutionize the way we approach report development. The features ripple across the entire reporting chain, from report authors and data modelers to report consumers, making report authoring more efficient and more accessible to a broader audience.
In this on-demand webinar we
- Review and demo the major overhaul to the reporting user experience
- Demo Explorer and Dashboarding
- Demo some of the game changing features like Smart Exploration, Reusable Content and the ability to copy/paste across the capabilities
- Explore a logical workflow that empowers all types of users to progress from the data exploration capability, through data discovery on dashboards, and onto professional-quality reports
Vice President of Learning Solutions
Albert has more than 18 years of experience in business intelligence education and technical training. In addition to founding and running the Senturus training division, Albert also serves in various roles in the company including senior consultant and solutions architect. Before joining Senturus, he was a Senior Education Specialist at Cognos. Albert is an IBM Cognos Certified Trainer and has his lifetime CTT and certification from CompTIA.Read more
Q: Do you recommend self-service or enterprise BI tools?
A: We’ve been following this trend since Gartner completely changed its ranking methodology for BI vendors in 2016. Read our 2018, 2017 and 2016 blogs about Gartner’s Magic Quadrant. The bottom line is we all have to go back to basics and evaluate how well our software vendors are meeting our actual business needs. Having a variety of tools from which to select from is not a bad outcome, but knowing how different tools complement one another, and being equipped to select the appropriate tool for each business requirement is the most important feature to look for. You might also be interested in reading our Enterprise BI vs. Self-Service Analytics Tools blog, it will help clear up some of the uncertainty around these concepts. And, of course, call us at 888 601 6010 ext. 1; We will give you unbiased insight and guidance.
Q: Are there any changes or enhancements to Transformer and Framework Manager in Cognos Analytics?
A: Not since 10.2.2.
Q: We are on Cognos Analytics 11.0.12 and are using portal pages. All reports that have interactive mode run in non-interactive mode from the portal pages. Is there a way to enable the interactivity?
A: No, the portal in this situation has been downgraded to the 10.x code set, so the interactive features are not supported.
Q: How do we disable the Explore feature in Cognos Analytics 11.1 until we can train our users?
A: Just like any other capability, you can manage permissions through the admin console.
Q: Is upgrading from Cognos Analytics 11.0.10 to 11.1 similar to upgrading from 11.0.10 to 11.0.11?
A: Yes, it is an over-the-top install; however, there is a new procedure, so be sure to check out our Tips for Installing Cognos Analytics 11.1.1 webinar recording.
Q: We noticed uploads in Cognos Analytics use resources on the server. Is it possible to disable this feature?
A: Yes, you can control permissions via the admin console.
Q: If the license barrier is gone in Cognos Analytics 11.1, does that mean there are no longer any seat licenses for Report Studio?
A: Unless you have PVU licensing, you are still limited to seat licenses. However, there are no longer separate licenses for different report development tools. Cognos Analytics user licenses provide full report authoring functionality, including Report Studio, dashboarding, mobile, etc.
Q: Will there be a recorded version of this webinar available?
A: Yes, the presentation and recording are available at: https://senturus.com/resources/report-development-revolution-with-cognos-analytics-11-1/.
Q: What is the purpose of pins and why would we use them in Cognos Analytics 11.1?
A: Pins are a way to save the attributes of visualizations you create in dashboards and explorations so they can be reused in other explorations, dashboards or stories.
Q: Are pins shareable in Cognos Analytics 11.1?
A: You can create a dashboard that includes your personal pins, save them to a public area and that dashboard can be opened by another user. The pinned objects will render, but they do not then appear as pins for the second user. There are no public pins. The second (and third, and so on…) users could then pin objects to their own personal libraries.
Q: Can pins from different data sources be used together in a single dashboard in Cognos Analytics 11.1?
A: Absolutely! Dashboards can support any combination of data sources, whereas reports are a bit more restrictive.
Q: There is a limitation in Cognos Analytics 11.0 when creating data modules with data server (database tables) as a source. Does this change in Cognos Analytics 11.1, so we can create multiple instances of the same table as in Framework Manager?
A: Yes, the modeling experience is much more equivalent to that in Framework Manager. Data manager has significantly more functionality in 11.1 than in 11.0.
Q: Any idea when the full member tree will be exposed when creating a dashboard in Cognos Analytics?
A: Not yet.
Q: I want to drill-up and drill-down from country to region. How could I implement hierarchy in the chart in Cognos Analytics 11.1?
A: This is one of our favorite features. It is called Navigation Paths and we show how it works at the end of the webinar.
Q: If I build a couple of charts in reports, can I then carry them over to dashboards in Cognos Analytics 11.1?
A: Unfortunately, no. As of right now reusing content is not bi-directional, so assets in reporting can’t be copied to dashboards or explorations.
Q: What’s the best way for us to convey to others the differences between reports and dashboards as reporting tools in Cognos Analytics?
A: We have a helpful webinar recording Cognos Analytics: Dashboards or Reports? you can share with your team.
Q: Are U.S. maps supported in Cognos Analytics 11.1?
A: The map visualization is supported by Mapbox, which is 100% dynamic and can render any region (country, state, province) and/or point (city, zip, lat/long).
Q: Can we enable auto-refresh of data in Reports in Cognos Analytics 11.1?
A: No, there is no out-of-the-box solution for this; however, we’ve been able to implement this pretty easily with some simple HTML scripting.
Q: Do you have any insight on which version in Cognos Analytics 11.1.x will be supported long term by IBM?
A: IBM is ending the life of Cognos Analytics 11.0 but is guaranteeing full support for at least two years. We don’t see this as a reason to hold off on upgrading, Keep in mind that 11.1 is now the current release, so you will have full support on this version until IBM announces the end of its life, and at that time you can count on a similar two- to three-year window of long-term support. IBM has a post about the 11.0.13 support policy.
Q: Is there a Cognos Analytics 11.1 feature/enhancement matrix available?
A: Here is a tremendously rich resource which focuses on differences between Cognos Analytics 10.2 and 11. Here’s another article from IBM that focuses on the differences between 11.0 and 11.1.
Q: Is Cognos Analytics 11.1 available on the cloud? And if so, does it behave the same way as the on-prem version?
A: Yes, IBM is making sure that parity exists between user experience on the cloud and on-premise.
Q: We have Cognos Analytics 10.2; can we upgrade directly to 11.1?
Q: Is Cognos Analytics 11.1 stable? We have found a lot of little irritating bugs in 11.0.9.
A: We have found this extremely stable for a dot-one release. So far, this release is much better than the first releases of 11.0.
Q: How do you see report performance measure between Cognos Analytics 10.2 and 11.1?
A: Overall performance between those versions is much improved. The ability to use data sets (if applicable) can greatly improve report performance.
Q: Can the explore feature in Cognos Analytics 11.1 be used against relational data in 11.1?
A: Yes, you can explore any type of data.
Q: Does Cognos Analytics 11.1 have an option to use Access Manager for security?
A: No, we recommend moving off Access Manager.
Q: Is the same set of visualizations available in reports and dashboards in Cognos Analytics 11.1?
A: Yes, it is referred to as the current set of 11.1 visualizations in reporting. However, reporting also offers access to 11.0 visualizations, legacy visualizations and 10.2 charts.
Q: Are there any issues with reports rendering when upgrading from Cognos 11.0.10 to Cognos 11.1?
A: We don’t expect issues, typically less than 10% of reports will have issues. As a reminder, we recommend you test and validate, regardless of source and target environments.
Q: What happens to the existing security setup in Cognos Analytics 10.x? I have some users assigned to express authors. Are there different groups and roles in 11.1?
A: Those groups and roles will all migrate forward.
Q: Have the Senturus instructor-led, online training classes been updated to Cognos Analytics 11.1.1?
A: Yes, this also includes our self-paced training classes.
Q: Is it possible to use multiple packages to build a report in Cognos Analytics 11.1?
Q: Does Workspace integrate into dashboards in Cognos Analytics 11.1?
A: No, there is no direct integration or migration. We recommend you create a plan to convert Workspace artifacts to reports or dashboards prior to upgrading.
Q: Can we connect to multiple packages or data modules in dashboard reporting in Cognos Analytics 11.1?
A: Keep in mind that dashboarding and reporting are separate and offer distinct capabilities, which work differently. For example, reporting uses one or more packages or one data module. Dashboarding uses any number and combination of packages, data modules, data sets or uploaded files.
Q: Is dimensional reporting still available in Cognos Analytics 11.1?
Q: Can two packages be joined in Report Studio in Cognos Analytics 11.1?
A: No, this is not possible.
Q: Can I use a list report or report query as the source for a dashboard in Cognos Analytics 11.1?
A: No, but you could create a data set, which is similar to designing a list query from a package.
Q: Can I share the exploration data/report with others in Cognos Analytics 11.1?
A: Yes, be sure to save the information in the team content area.
I am recording ready to go.
All right, OK, You’re recording, you’ll get the question a lot by just sharing your screen, Albert.
I know, OK.
Hello, everybody. Sorry about that. We had a cool animation on this first slide, and I wanted to show that off, but, unfortunately, had the wrong slide queued up. So, welcome, Thank you very much for joining us.
I’m going to let Michael Winehouse kick us off and I’ll come back to show you some cool stuff with Cognos Analytics. 11.1.
Great, thanks, Albert’s. So, just some housekeeping, before we get into the content of the meeting, first and foremost, you’ll have the GoToWebinar Control Panel in front of you, where you can minimize and or restore the full window, using the little orange arrow to the left of the Control panel.
Importantly, all of your microphones are muted for the sake of sanity, but you can submit questions using the question panel below. So go ahead and type your questions in there, and we do monitor the questions and any questions that we will try. I will attempt to answer questions live on the webinar. Any questions we can’t answer, we will complete the questions like and post it, along with the deck and the recording after the webinar, which brings us to the next slide around the slide deck. Always the first question we get, in several times throughout, hopefully, we can had a few of you off. The presentation slide deck is in fact available, it’s up there at senturus.com/resources, where you can also access our extensive free library of past webinars, demos, white papers, et cetera, et cetera. It will be posted there, along with the recording of this video of the Webinar, as well as the question long I just mentioned, so, today’s agenda after some brief inductions, we’ll get into the meat of the presentation which features Cognos Analytics: 11.1 Highlights.
I’ll break down some of those highlights by walking through a demo that features an Analytics workflow, will talk about some of the classic report development challenges and how 111 broadens adoption and addresses some of those challenge challenges. And, and, again, we’ll be doing a demonstration of the exploration, the re-use and creation of reports in Cognos Analytics. 11.1. Will follow it up with the Senturus overview, for those of you who are not familiar with what we do all day, every day, We’ll discuss some additional resources and offers, and then, any questions again, will bring will save to the end, and we will use any remaining time for Q&A and wrap up.
So, introductions, today’s presenter, I’m pleased to be joined by Albert Valdes, who is our Vice President of Learning Solutions here at Senturus. My name is Mike Winehouse, I’m your host today. I’m a practice area director for our Tableau Practice and the product manager for our software connector products, and I’m pleased to be here with you today.
So, we’ve got a couple of polls here that we’d like to do. We always like to get a pulse of on the, the attendees here. So, Albert going to show the poll, and it’s going to ask you which IBM cognitive analytics release, or you’re currently running in production. Or you want to version tend to earlier and 11. Are seven or earlier … released 7 through 10, 11, plus, or have you already upgraded to 11.1? Sort of leave this thing up, and when we got about half the participants there.
So go ahead and make your votes, and then Albert is going to close that off when we hit a sufficient percentage here, and we’ll show you the results, so you can see what you’re cohorts are doing on this presentation, at least.
I think we’re good there. So we got about 77% of you, there, you want to show the results here. So a lot of you, there are about a third on tend to earlier. And then those of you who have made the release, about a third of you again, are on a higher end release of 11 now, almost 10%, which is interesting. So. I guess not too surprising that folks who haven’t made the leap haven’t made the leap. Most of you who have, you know, either picked it up 11, 7 or higher or have gone all the way to 2 11 1, Thank you for that. So, we got one more for you getting around a sort of state of the market then so when do you plan to go live with Cognos? Analytics? 11.1? Again, choose one. That 8% of you will check all are already have. We do plan on doing it in the first half or the second half of this year or beyond that, or do you not know at this point?
Again, we’ll wait here while we’re waiting for people to respond. You guys are quick today. We got about Nan, and we’ve already got three fourths of the people responding.
I guess it’s not a difficult question.
Going to close that one out, we’ve got about 82% of you there, so, it looks like the majority of, you know a third. Well, over half planning on doing this, at least sometime in 2019, with another third of you are so, really, kind of not sure where, when you’re going to do that. So, thanks for sharing your, your insights, there.
It’s always good to get a finger on the pulse of what’s going on with our, with the folks viewing our webinars. And then, let’s see, Albert, you want to show the presentation?
Again, you can hide the Paul.
Terrific. And now, with that, I’ll hand the floor over to you, Albert, to talk about the key new features of 1001.
OK, great. Thank you so much, Michael, and thanks for everybody that participated in our polls.
As you can see, we’re in this kind of transition period in terms of moving between the 11.0 generation of Cognos Analytics, which really was a major shift in the platform from the previous generations, which, really, if you go all the way back to, you know, report Nash Cognos a Cognos 10, kind of live in the same?
No basic type of paradigm with the different studios and the different ways that the platform was expanding. And, we’re kind of in a different place now. And I really liked where the tool has, as evolve to. We definitely had some hiccups in, you know, the first few releases and 11.0.
And so you see a lot of folks that have held off and adopting to kind of some of the later releases which add new features and kind of fix some of the issues, and 11.1 does make some significant changes.
And I just wanted to highlight a few of the things I know that you can see all of this stuff, typically through, you know, the IBM marketing content and there’s a lot of material out there.
And I’m not going to just regurgitate all that stuff, I tried to take a few of the high points and just really break them down.
one of the things that we do see, that was part of this advanced analytics kind of hierarchy, was the ability to leverage things like artificial intelligence and machine learning, and some of these, you know, really modern types of technical capabilities in order to enhance our understanding of information, Right?
So, this is not a new concept, but the idea of embedding analytics, AI into the analytics that are more of an everyday type of activity is new, and you’re going to start to see this across the entire industry, AI infused analytics is a great way to kind of understand that and basically bringing some of these, you know, which are now pretty much.
Very easily, accessible technical features into the tools that we use on a daily basis versus what was typically considered to be.
You’d have to kind of evolve past your traditional BI and analytics activities in order to get into that true, you know, kind of predictive, and prescriptive, and AI infused type of feature set. And that’s something I want to definitely highlight.
So there’s three things here if you look at the right-hand column that are highlighted in blue that I’m really going to focus on in today’s demo.
Yes. We really wanted to promote this as what’s revolutionary for our report developers.
And so democratized reporting is a big part of what I want you to take away from this, but in order to get there I looked at what this platform really offers.
And again, I kind of try to take away, what are the key things that are going to change, potentially the day to day interactions that we have with business intelligence and ability to explore, this is a brand-new experience. We have not had this kind of feature.
And that’s where you see a lot of the smarts that IBM is calling that AI infused technical capability that they’ve embedded into the tool. Shareable components. This is something that I really think is important because it does encourage us to kind of go through this workflow that all layout without having to repeat our actions.
And so having to recreate content in different pieces of the platform is something that typically discourages people from taking advantage of those features. And so, that’s really what our focus is, going to be. Those three things that are highlighted there, and I’ve broken them down in the following slides, right?
So, the explore capability, this is something that did not exist in 11.0. You click the new button, you see this new exploration.
What is it all about?
You can actually traverse to this capability directly from dashboard.
So if you’re working on a widget on a dashboard, there’s a new action in, though, on demand tools that allows you explore the data from there into this new tool.
And it really does provide us with kind of this, you know, new experience with some natural language capabilities and some recommendations and insights that are based off of, you know, typical data mining types of features.
Things that, again, in the traditional framework of advanced analytics, would mean that I’d have to go out, build a predictive model, go through some sort of algorithm design, you know, do the whole kind of end to end process. And there’s nothing stopping us from going to that level. This is not a replacement of that, not trying to make that comparison. But it does give some of those insights that sometimes are just really not going to happen with just our human interaction, right, where we typically going after information with some sort of pre-conceived outcome.
And that can have negative impacts in being blindsided by data that we don’t necessarily explore.
Because we don’t realize that it does have meaningful relationships with target values that we’re trying to identify, right?
And so, this is a really cool kind of canvas, where you can, again, visualize data. It’s really about experimenting.
So, we, you know, want to encourage that experimental process, but again, also have some of that machine based data mining type of insight that can say, hey, maybe you want to look in this direction. Or maybe you want to consider these other factors that we may not have been.
Again, when we’re going straight to a report development, too, reach, as, you know, meet a specification. Typically, we have our answers in mind. Right? Show me what our performance was by these different dimensions, and make it look pretty and that’s important, too.
But, what about some of the questions that we’re not asking? And that’s really what that Explore concept is all about. And then the expansion, this ability to re-use components.
Leveraging insights across the different capabilities without duplicating effort, that’s the message I want to get home here, right?
It’s OK, I created a nice visualization in this capability, and now I want to take it and build a report from it.
Well, I got to start from scratch, because that capability, does it integrate nicely with this other capability, even on the same platform. We’re starting to see these things, and they can be very frustrating.
So, we have the ability to use pins, and we have the ability to use copy and paste, and I’m going to show you both of those in our, uh, demonstration.
Right now, this is not fully integrated, bi directionally meaning you cannot go from a report and take assets from there and move them into dashboards and explorations. At least not yet.
The message that we’ve been getting from IBM is that this is part of what they call the roadmap, that there will be much more bidirectional kind of integration, with visualizations going across the reporting, dash boarding and exploration capabilities.
Right now, I like where we’re at with an 11.1.1, meaning it’s the first release of this new offering and new capability, new concept.
But there’s some rules that we have to follow. And I’m going to lay those out, as well as I will always like to share the things that I discover as I experiment with new features.
And hopefully, save you some frustration.
The third piece of this is distribution. Why is this revolutionary?
From the perspective of reporting?
What’s been the barrier to really rolling out and will be called democratizing report development to a broader user base. And typically, it’s just as simple as that.
It’s hard to do, right? Any full featured reporting tool is going to require a good amount of specialized knowledge in order to take advantage of, right, in order to really be able to do all the great things that are possible. It takes some learning, it takes some experience.
And just getting started can also be a part.
And I’ve noticed this in my career as an educator and, you know, helping enable users and empower them, if you just put a blank canvas in front of them, with a new tool, and just say, get going, a lot of times, that’s, that, just getting past that point, becomes the, you know, where we just kind of throw our hands up and say, you know what, just give me the data. Aren’t going to go to Excel.
I’m going to go to another tool that I’m more familiar with, and, over the years, this capability has become what I like to call more accessible.
All right, so, where we are today, right, breaking away from, you know, some of these restrictions. Going back several years, that was the licensing question, right, is way more expensive to roll out this full featured authoring capability to everybody. And we’ve kind of remove that, right? So that’s, that’s good, that’s been gone for quite a while. 11.1, I believe, capability barriers. We saw the elimination of the different studios or at least we’re working towards that.
So again, this redundancy, I built something and query studio, but now I want to make it a little bit more production. I, so I’m going to now have to go to reports Studio.
Maybe I have to recreate what I built initially or I’ve done something in analysis studio and vice versa, right?
So eliminating those barriers, those capability barriers and 11.11.2 was a big step forward, really, really liked that concept.
And usability barriers, I also thought 11.0 did some good things in making the tool a little bit more accessible, less intimidating, and 11.1. That’s a big part of what today is all about.
I want to show you, once you get into the reporting, you know, I mean, just some basic drag and drop design stuff has become so much easier and so much more intuitive.
I’m hoping that we’re starting to see a bigger adoption because of those combination of factors.
So, the idea is to, you know, if the tool is really great at doing enterprise reporting, let’s give that capability to more people, and I think that that’s going to really show us a no tipping point in how adoption with IBM Cognos four.
A broader user base is going to, hopefully, come to fruition with, with 11.1. So, with that enough slide, where let’s get into actually doing so.
One of the things I really like about the is 11.2, and now with, with some of the new capabilities as if I’m working with some personal data.
You know, certainly everything here still applies to your trusted data with your packages and everything.
But I’ve got a worksheet here that I pulled off of the couple of years ago.
Just some. Something that’s relevant to my life, which is weight ratings of wines.
And so when I drag my Excel sheet over here, I can and the quick launch. There’s still the, you know, drop zone to just a drop. It into your my content and then, you know, start working from there. But now you’ve got these three other prompts.
So you can immediately start doing things like explorations directly out of the drag and drop upload process. This is 130,000 rows. It’s not a huge dataset.
It’s not terribly wide, but it does takes a minute, not just the upload it, but does some analysis, right? So we know that it’s reading through at least a sample of the data that we’re providing it to.
Again, give us some on the fly ability to use those built-in smart’s that that AI infused experience.
And, so, I’m going to bring up my script over here on my other screen, so I’m ready to go.
Basically, what I want to do is highlight in the exploration, some of the things that I really thought were kind of game changing from that perspective.
And then evolve and go through kind of this workflow of moving to reporting, which, again, is ultimately where most of, you know, at least personally, when I work with folks that use IBM Cognos on a daily basis, They said, this is really where it shows its value is, You know, there’s a lot of other great things that you can do here that encourage data discovery and explore here now, in terms of experimentation.
So, I get this really cool relationship diagram that shows me the strength of what, again, machine generated kind of, hey, it sees that there’s some strength of what a particular field is in terms of how it drives the field of interest. It assume that we wanted to use points, because as you can see it in that analysis, while I was waiting for it to bring me the result here is looking at anything it considers to be a measure.
I can certainly modify these assumptions by building out a data module, which I’ll do, and then modifying or adding calyx or enhancing that through data module.
Not really gonna focus on that in today’s event, but we will definitely be spending a lot of time with data module’s over the next year.
It’s a, another key thing that, that’s been enhanced here and 11.1, but, you know, points and price rise. So I think I really want to know what’s driving points, and I see an interesting relationship here. It’s not the strongest, but between points and country.
I’m going to go ahead right here in my little cause relationship network diagram.
It’s almost like a core diagram.
But, again, more focused on drivers of features.
And, again, this kind of, if you’ve done any sort of statistical analysis and modeling for predictive, you see, you know, there’s kind of concept of what’s the key drivers, and how do those impact are key metrics.
And so it gives me some assumptions around how I might want to view country, and how it impacts other behaviors. And one of the things is, obviously, my points by country, and I can see kind of fear, and this just drop down here on this recommended visualizations points by country. I’m going to click on it.
And it’s going to bring it into my Exploration Session here. And you can see I’m in, what they call card 1 of 1. So, as you explore and go through different visualizations of your data, you’ll start to increase the number of items that are here.
There’s also some, again, just kind of plain English, type of descriptions of what’s going on.
I can see my mind and max values, which is interesting.
It shows me that the highest average point value isn’t inland, which I would not have expected. So, that’s cool. I’m going to keep this map here.
And I’m going to see what other types of what they call related visualizations based off of what I’m looking at here. And, again, these are just kind of places where I might not have considered, you know, looking at the data this way.
Here’s a bubble chart with the points in price, as the two features, and I’m going to click on that, and it’s going to bring it into my session again. Now, I’m on card 2 of 2.
I can always explore back and forth to these different things.
And look at, you know, where the largest bubble here based off of the average of points, has an average price that’s, you know, buried.
Hi, in the is not as expected, but as you go into some of these smaller ones, you’ll notice that you can get into the 96 point range, much smaller price point, average wise.
And so I’ll get, I’m just really experimenting with the data here, and working, too.
Understand a little bit more about how my different features of my data are driving key performance indicators.
And maybe what I want to do now is create my own new visualization. Again, I’m interested in this whole idea of points by country.
And so I’m going to use a columned chart that.
So I think a better way to highlight the fact that, you know, your top performing countries R in the me and do that. So I’m going to choose, first of all, if I just default, it knows the country should be a map. But I’m going to use a column display, because, again, I think this is going to be a better way to call out points by country.
As long as I can sort this, and the easy way to do that and again, focus in on top performers is just right here in my data slots is do a top, 10 filter, top 10 by.
And as I start typing, it, picks up the column that matches. So this is top 10 by points, and that’ll also put an order, or sort for my country’s thereby average points.
And so that’s kind of what I wanted to go by and then also, it’s nice to be able to show maybe how price plays a factor into this. So I’ll use price to change the colors on here.
And so I’ve got some good insights based off of just dragging, you know, drop in the file onto my session. I said, let’s do some exploration. What I want to ultimately do, get it is move this to where I can build a nice production style type of report off of it.
And there’s a couple of different directions I can go, and I’ll show you this in the deck as we come back after the after the exercise. Is that going directly from the uploaded file?
I can do explorations.
I can do a dashboard.
But what I can’t do is I can’t create a report.
And reports are restricted to certain types of data sources. So before I move on, I’m going to actually just move out of here and I can see my uploaded file right here on my recently use. All I have to do is, just create a Data Module. Notice Create Report is not an option in the actions, so I must have some intermediate step here.
And I don’t have to, data, modular doesn’t mean I have to go in and blend data or do anything like that.
I can just simply have one source that is now a data module based off of my uploaded file.
I’m going to go ahead and save this into my public folder somewhere, will be my data module for wine.
And now, from here, I’m going to close that out, and in my recent, I now have my DM wine.
And from there, I can do any of the different types of actions that I want. I’m not going to go straight to reporting yet.
I’m going to go back and start kind of from the beginning here and do my exploration again.
And very quickly go through that progression where I can look at my visualization by country and get my points by country.
And now, one other step that I’m going to highlight here then I discovered is that in the exploration that I can take explorations and make them available in other capabilities.
Basically, I can go from exploration to dashboard by using what we call pins and pins are pretty cool.
I just click pin, and it drops it into my library of pins, and you go ahead and remove some of the others.
And then from.
The other exercise, remember that I wanted to use a column chart also to show top 10 wine, excuse me, countries, average points. And so here’s my country by zero points.
And here’s the top 10, top 10 by zero points.
And then I wanted to throw price on here to add some color, a little bit more insight, and then I’m going to also throb that into my pin library.
And so from the pins, the beauty of this is that if I now want to go and do some work in a dashboard, and I get this question a lot, right? We try to Neil traverse these capabilities. Start to ask, was, well, why would I do something here versus there, right?
So, exploration is really about what I like to think of as experimentation and, you know, using some of the in, you know, built-in smarts and working with related and recommended types of visuals.
So, just different ways to think about how your data interacts, right.
And using some of that AI, the smart two gig, maybe give you a little bit of a different perspective.
So I’ve pinned a couple of different visualizations. And so from here, I can go immediately over to my new button and build the dashboard. And I’m just going too actually.
Let me, let me do a layout here on the dashboard. Just to make this a little easier to work with. I’ll do my little four panel layout. And I’ve got a couple ideas.
So instead of rebuilding my map and my columned chart, as we know or expect I can re-use the map by dropping it here onto the dashboard Canvas, I can resize it.
And then my column chart, I’m going to drop into this cell. And so two things about the dash boarding capability.
One is that I have access to all of the properties of the visualization here in dash boarding. This is kind of a unique benefit of dashboards.
We’ve been discovering this as we’ve been working with visualizations in reporting, as well as in exploration and the exploration world.
My column chart here, I don’t have access to any of the properties. I can’t, you know, change the palate or I can’t change, you know some of the other, you know, where’s the legend?
Once I drop that into and pin it and drop it into my dashboard, I do now have access to the full property.
So, for instance, in my map, maybe, here, I don’t want to show the legend.
And maybe over here, instead of the legend, since I do have multiple measures on here, I want to show my legend, but instead of it being where it’s position, I want to make sure it goes to the bottom.
Give me a little bit more width to work with there.
So I have a lot more access to my properties within the dash boarding feature than I do with exploration or even in a lot of cases within reporting which is surprising. Now, why would I, you know, I have the same two things. Is this really a different experience for me? Yeah, I can get into the property, so that’s important.
But I can also do things here that I think of, as in the dashboard, a little bit more of, how do other attributes of the data interact?
Or impact our understanding of, in this case, you know, total or average ranking by points and, you know, average price by country and all that. And I want to see how this changes by variety.
And so, variety, or varietal is the type of wine.
And I can see that by dropping it in here, I can quickly go in and say, you know, maybe I want to see just database Chardonnay.in.
Automatically get that interactive.
I’m going to hide my left panel here, so you can kind of see a little bit more.
As I look at the different types of wines, and how that impacts the top 10, some are only produced in certain regions.
And others, like you saw with the Chardonnay mission and block, is also some. That’s going to be in multiple countries. And, I can see, here are my top 10, and here’s where it’s least expensive.
And so, it’s an interesting way to create more of an interactive type of analysis.
And if my dashboard is, you know, simple enough to build, and I’m happy I can, you know, from here move on, OK?
But like I said, I’m pretty close here to what I want, as far as my experience, but I don’t like this User interface for my varietals because it’s the Oh, there’s a lot.
This is way more than you may have imagined. But yeah, OK, so maybe I want to kind of a different UI. I can’t really change that in the dashboard if, you know, if I want a list. It’s a list, there’s really not much else I can do.
But I do like that overall concept of what I’ve discovered here.
So, I’ve got my top 10 columned chart, I’ve got my average points by country map, and I want to re-use those, bring them into a report that I can then do anything I want with. I can add very specific types of prompt features. I can distribute the report through bursting and scheduling and all those other great things that we do through reporting, right?
So we always want to think about the benefits of why I might want to take something into a report, but again, not have to rebuild everything from scratch, so as I go to build a new report, I’m just going to start with a blank layout, And I am going to go back into my session and just traverse back to my dashboard and say I like this.
I’m going to hold down the control key.
I like this and I’m going to do a control C and this is that copy paste feature that I really like because I don’t have to recreate these things.
And from the navigation tool, I can go back to my report, click into my page, and control V on the keyboard. It’s saying, hey, I let’s see that you’re trying to paste a couple of assets. There’s two. How do you want them laid out?
Maximize the width.
This will put them side-by-side into two columns.
And then you’ll also see a by the way, again, as I mentioned, dash boarding exposes sometimes certain properties that we can’t change once we go to reporting. And it’s going to warn me.
So you’re going to lose these report these, these properties when you get to the report. I just want good thing you know, so, that’s encouraging. From another number of perspective, that’s fine.
We may, that’s why I made those changes before I did my copy paste, OK?
New reporting experience, so this is another big part of what today is all about, and it’s really, you know, if you’re seeing 11.2, which the vast majority of our audience is, is there, There’s a lot of things to highlight here.
One is a properties pane, is, by default going to be shown.
You can still toggle it on and off, but in the 11.2, for whatever reason, the default setting was, this was hidden, and now the default is that it’s shown.
I’ll also point out that you have a couple of other buttons that have been kind of consolidated. So the settings kind of consolidates a lot of what were under different menus in the past, And so this was a good move.
All the key kind of options for your session are here.
Page Design, page Preview, these are also there in a nice, clean drop-down. So I don’t have to look for some icon that might not be terribly obvious, so they put that into just a plain text.
And then your lock Unlock Button, again, instead of this being hidden away, it’s always there toggle, so it’s icon indicates your status without having to look underneath a separate menu.
So I think these were all great, you know, nice cleanups of the UI.
And then I think even more important is this report navigation, which is kind of in this breadcrumbs.
It’s not quite we don’t like you the term bread crumbs because it’s a hierarchy, right, where you have parent and child objects, but it’s a very convenient place to be able to go and navigate between objects within the report.
I was just playing around with this yesterday, because I was experimenting with some report concept.
And I was cool, because I could quickly and easily add pages, for instance, right here through the navigation tool.
And, you know, get back to where I need to be, without having to, you know, again, click into multiple tools, like, we did 11 does.
I think a lot of really great stuff in just kind of user experience from that perspective, but way I think even more game changing than that is drag and drop and layout. Notice I picked a blank layout.
And the whole paradigm of how we design reports in Cognos is starting to change and we’re really rethinking even how we’re going to approach folks from a training perspective.
Because, what I can do now, if I know where my prompts are over here, in my tools. I want a value prompt, right? I wanted to be able to do the same kind of thing. I did the dashboard by changing my filter on the fly by varietals.
But I wanted a different UI. So the reporting is going to give me a value prop where I have a little bit more control over that.
Behavior And notice what happens now when I drag and drop onto my empty page which has some tabular features because of my copy paste, but now as I drop this into the left position left of my existing map, it kind of rolls out this new table cell in the layout. It assumes Hey, you probably want this, you know, kind of laid out separately and it’s going to give me as I move to between the top and bottom and center of that drop zone.
Do you want it Aligned?
It’s making some assumptions and of course not always going to be correct but a lot of this lay out from the drag and drop experience.
I love it.
And, I can simply just go through my prompt wizard, and say, I want to filter by variety.
I want to be able to select as many as I want. I’m going to make it optional.
All right? It’s the same old prompt wizard. So, again, you don’t have to relearn everything. I want to filter both queries that brought these both over and created separate queries for them.
I’m fine with that.
I’m going to give everything kind of a meaningful name, variety, Tromped, Query, and that’s about it.
So it gives me this multi select list box. I’m going to bring up the Properties here, and change a couple of things.
First, being that I want it to be sorted by, let me get my tool tip out of the way here.
By variety, So, I have a nice, a sending sort, in the pick list.
And then, from the UI, instead of the list box, I wanted the checkbox group.
With the multi select concept here, I need to be aware that I’m going to need some object that lets me submit those values. That’s called the Prompt button, and again, watch what happens when I drag and drop into my containers.
And I get these little drop zone prompts.
And this says, hey, you want to drop this into a cell, align with the neighbor object above it, and drop it in the Center, or drop it in the left, or the right alignment position? I mean, this saves me so much of that layout work.
Know, it’s pretty amazing. Yeah, I still have to realize that the button needs to be roble changed to a finish button.
Type that is, again, nothing new for authors but.
I also wanted to highlight our tool on demand.
Tool’s noticed that as I click around right now, my tools always show up at the top portion of the, uh, page that is A option. I have to pin or not pin. In the 11 O, the on demand tools always floated, and they didn’t always show up in a convenient place.
So for instance, when I click over here, you know, sometimes it pops up at the very bottom of the screen and we don’t see it.
We lose sight, you know.
So, if you always want it in the top kind of typical toolbar position, you can use this pin toggle to move that. That’s another cool, I thought.
Consideration in the redesign. So, to test this out, I’ve got my button. I’ve got my prompt, I’ve got my displays. The preview has given me a preview, but I can’t experience my prompt until I run the report.
So, I’ll take a look at this.
And there’s one more thing again, just my, oh, my god, I really thought this was cool.
So it gave me this auto layout when I dropped my value prompt over. But it’s decided to split the cells of the page width evenly.
And I have a whole bunch of dead space here, so I don’t like that.
I come back here and I click on that cell that contains my value prompt. And I notice that it has a sizing handlebar.
So I don’t have to go into the properties and try and, you know, mess around with the height and width.
Dimensions, I can just simply drag and drop and notice, my little screen, says, hey, this is going to be a percentage.
Let’s drop it down to 20%. Notice everything adapts to it.
I love that, again, it’s a timesaver, it’s more intuitive, and it’s what users expect working with desktop tools.
Nice. You know, I can probably even squeeze it down a little bit more, but this is better.
And then my final piece of this demo was just to see how it works.
And so I’m big into these types of wines, today, the sangiovese varietals, And I didn’t realize these are blended, but here are some interesting once, and where are the best sangiovese varietals in in the world according to this wine Mag rankings.
And so, I send my value prompt over.
I can see, you know, visually on the map, but I can also see, again, the top producers here. And I can see in Italy Yousef what I would expect, but the average price is, you know, pretty extreme, its way on the dark in here, and I can see with losing a lot, even go into the US.
I’m still in the high eighties on the average points, but a much lower price point, and we can see all the way down here, as we get to the lighter colors.
These may not have as many entries, Right, is probably just one where the average have come out that evenly, but you can see, you know, as you get into Australia.
It’s interesting, it’s in there again, that high eighties, with a much lower price point, even then than US ones, almost half.
So a really quick way to transition.
I want to do a quick review of what transpired and a couple of my discoveries.
So, as you get that workflow, go ahead and drop things, right? An exploration, play around with it. Right?
I put this graphic up there because this is what we’re starting to see as BI tools evolve, is that when we’re doing, you know, analytics and gaining insights, typically, there’s a lot of bias, right? There’s a lot of bias. There’s nothing wrong with it.
And sometimes, it’s very important to have somebody who’s got a lot of industry experience and maybe worked with the data from, you know, start to finish through the whole life cycle to be there producing these, you know, insights through dashboards and reports. But maybe we’re missing something, right?
So, we want to be able to see these multiple perspectives.
And exploration kind of gets that eye opening experience to kind of take place. So go ahead and start experimenting.
And now, if you want to ultimately evolved to reporting, you have to keep in mind this is that 1.5 step that I took. I said, you know what, I better be working with a compatible data source.
So, before you can copy paste, create the data module from your uploaded file, and then go ahead and go through that workflow.
Use pins because pins can be re-used in dashboards as well as in stories.
Visualization objects are fully compatible in both directions between explorations and dashboards.
But remember that the visual properties only show themselves in the dash boarding world.
So, working through this workflow and saying, All right, I’ve created some insights.
I’m ready to maybe do a little bit more by working in the dash boarding tool to customize the behavior my visualizations as well as look at how the other data interacts Use Pin’s.
It’s a great way to, again, eliminate some of that redundancy that repetitiveness.
And then, the last pieces, you know, again, what we’re typically doing with Cognos is we’re building reports and we go from insight to delivery.
I really think about this workflow, because I want to ultimately get to my reports, and, using that copy paste from the dashboard, understanding that you’re going to lose some of those properties, is, you know, the last mile of that of that process. So, I’m going to hand it back over to Michael, will save a few minutes at the end for some live Q&A, and I’ll jump back on. We’ll go ahead, Mike, and walk us through the next few slides, please.
Awesome. Yeah, thanks a lot, Albert. That’s, that’s really great stuff. And, certainly, the comments that we’re seeing, people seem pretty excited about it.
I know as a, as a veteran Cognos user, the UI enhancements and drag and drop capabilities and the exploratory nature of it. The embedding of AI is certainly really exciting and, you know, someone say, long overdue in the, in the Cognos realm, so, very exciting stuff. So, folks, don’t hang up. Keep those questions coming? There’s a lot of great questions in there. Albert, I did flag a bunch of those that you might want to take a look at, and I can certainly teach them up after you can sort of read through the questions, pane, wildlife bomb through a little bit about what is all about. But, first, we have an offer here around upgrading Cognos.
And by the way, many of the questions that we saw in the question pane had to do with kind of technical aspects of upgrading, and we do have a webinar on that. I’ll point out, where you can find that in just a minute.
And, importantly, we do have a dedicated practice too upgrades, migrations, and performance optimization in tuning. And we’re offering two options around upgrade assistance, where, again, are dedicated and very experienced. Expert staff will help you provide guidance, help provide you with guidance to smoothly, migrate your system to a stable platform, while minimizing the impact on your end users, We have both the Quick start, which provides you with installation and configuration of a development environment, plus full documentation of said, installation configuration, as well as a full upgrade implementation. So, that’s across all your appropriate environments, and if you’re interested in that, please visit the link below. Or, of course, you can just reach out to us at [email protected], or follow the or call us at 1 800 number or reach out to us through one of our many channels. So, real quickly, for those of you who aren’t familiar with …, again, we have a lot of questions, so stay tuned for that. I don’t want to get through that.
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If you go to the course schedule page, you can access a choosing a Cognos or Tableau class that’ll give you sort of an overview of what might be appropriate based upon where you are in your learning curve. As well as find out where our instructor led online classes are being offered.
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So with that, we’ll take the remaining time here to do question and answer and wrap up.
And Albert, I don’t know if you want to hopefully you’ve had a chance to peruse some of the the question, login want to dive into some of those, otherwise you know I teed up a couple there.
Yeah, definitely Michael, thank you so much. Appreciate all the questions. This is great.
One of the couple of things kind of, related to the ability to work with your let me go back to my dashboard and use the concept of what we call navigation pass. For a while, we’ve been able to create navigation path on the fly within the dash boarding feature. This is also something that typically we do like in a data module. So I can go back to this data module, create navigation path.
Um, but something specifically asked, could I like make it … from country to region? I don’t remember exactly what the hierarchies, but let’s say it goes country to Providence Region one, Region two. So, this would be a logical kind of quote unquote, hierarchy. We call it navigation paths. Because people get upset when you use the term hierarchy and, technically violate certain rules. So yeah, I mean, I could build this right into the dashboard itself.
And from here, for instance, if I wanted to zoom in, let’s say, I just, I’ll filter here on France to make it easy and the map or zoom for me at least a little bit.
And then from there, if I right click, I now have the ability to do what’s called the drill.
And the drill should take me to my region, whatever that next level is, and I don’t have it displayed anywhere here. But again, this would be something that I would have had to plan.
In terms of my, my dashboard designed to really make it, makes sense but as I zoomed in here, you can see it zoomed down, in if I wanted to zoom in on, like, whatever this region is. This is burgundy. And then do the next level down.
I’m only zooming here on the map because it’s the only place where these attributes are actually going to show up.
And, I don’t know how well the specific, you know, next level down, attributes are going to show up, I kind of off the flyer, but you can see, that’s pretty cool.
And, you know, again, in like a column chart, you would see this a little bit better, because if I did my drill here, it’s a lot easier for it to just show them.
Values as I go down the line here. So, yeah, you can create navigation paths on the fly.
You can do create your own drill downs, I mean, I think navigation pauses and one of the top five enhancements that we saw in 11.0.
In fact, that we can, you know, do it right directly here within the dashboard. So the end user can start saying, hey, you know what, I, how I like to navigate my data.
Is this, gosh? Everyone should know how to do that, it’s really, really cool.
I had it, we had a technical question I usually like to avoid, but there was a, there is, right now, what’s called an interim fix.
For being able to view properties of packages.
I ran into this personally, and I was like, what’s going on, but I was able to fix it, so I just went to the IBM site and I’ve found on, I think, it’s called Fixed Central or something like that.
And you can find this, that package object properties didn’t show up, this property sheet would just be empty, this pain, there’ll be nothing here.
And so now that’s been fixed with an interim fix. I mean, it’s software, things are going to go through this cycle of, you know, discovering things that do and don’t work.
That question came up twice through the groups, I’ve just figured I’d address it. You can very easily run that fix. And then, how does it work? You go onto your server. You go through the install process. There’s now an installer kind of master controller in 11.1.
And once you download the .zip file that contains the binaries, you always run the installer program, as you would from, you know, your first install through forever.
And you just pointed at the new package that you have to say, or the zip file, and it finds it, and it does, adds that over the top, kind of fix, or over the top upgrade.
I haven’t done an upgrade an 11.1 yet, because there is not a full upgrade, but I was able to do the fix that way, and it was super, super easy.
Also, I did my upgrade from 11.0 by doing the same process. I downloaded the 11.1.1 binaries.
I downloaded the installer and then I ran the installer, pointed it at the .zip file, and I had 11.1.1 very, very quickly over the top.
So, that question did come up as well.
And then, I haven’t.
Yeah, You know, we’ve had a couple of questions about transformer and FM Manager, My framework Manager model, There were no changes to 11, but I don’t know about 11 1. We’ve had a couple of questions about that.
No, framework manager and transformer are still kind of, 10.2.2 is the last time they’ve been updated.
There will be, you know, when you download everything, obviously, you get a, no, a new set of binaries, quote unquote, but it’s the same, application is 10 to 2, so there’s no changes to either of those tool. Yes, they still work.
Yes, they are both still fully supported, and then a question came in, also, what types of sources are supported for exploration and dashboard, as far as I’ve been able to tell every type of source.
So uploaded files, relational packages all that package that I haven’t had any issues with that?
I see people asking, can you support multiple packages in reports and, or dashboards, and then what’s the’s the kind of differences between exploration versus dashboards versus reports?
Maybe you could talk a little bit, yeah, no, that’s, that’s a great question.
Right now, you are really free in terms of sources, too.
No, bring in as many, depending on what type of sources you’re working with, right?
So right now, I have a data module, and it’s not encouraging me to add another source in the report.
When you’re working against the package, you’ll notice that you do get options to add sources in reports, so it depends on which capability you’re in in a dashboard.
There’s absolutely never any type of restriction on whoops, I’m hitting the wrong button.
I need to be back on my source button here, and here we go, and I can add a source. I could add a package here. I can add a cube, I could add another Opel uploaded file. I could add a Data Module, dataset, whatever.
Right Dashboard is kind of the, you know, very, very agnostic environment in terms of data sources. And they can be combined, reporting, is a little bit more restrictive.
But you can combine multiple sources in a report that’s been, you know, possibility going back previous to 11.1.
I don’t think that there’s any been any creases and the number of sources that are available there.
But yeah, there’s definitely some compatibility with different multiple sources. And then, just to Michael’s question around, yeah, exploration and dash boarding like, what’s the difference?
I love to ask that question, right? When I see new capabilities, I am a skeptic, OK? What does that really do, right?
So exploration was really to me about experimenting with data, right?
So understanding how things kind of related to one another.
Getting back and being able to look at things kind of one at a time. So what I can’t do on the exploration is I can’t combine I can have the column chart and the map on at the same time right there. They’re in my session together, but I can’t have them.
I can have a comparison so I can do side-by-side types of you know but I don’t have a freeform layout here.
I can just started dropping things onto the canvas like an dashboard whereas, you know, definitely here, I can add a new tab and I can do multiple, you know if I do a freeform layout, I can drop.
You know, I can certainly drop data in, however I want, and.
It’s much more of a let me do my points here and then I can like you saw before, Baby, here I do.
My variety, it creates the list and then I can. So these things automatically interact.
So this is how I perceive like dash boarding is more of this how do how does the data interact?
And with the exploration, its similar when you get to the starting points, because you can kind of go through this thing. You know, how does price? You know, what impacts price and you can see that, you know, where the wind comes from, can impact price, and some other things.
And so there’s more of this, again, experimental process here to working through the explorations.
It’s not so much of, I’m working towards some sort of end result, but when I find something that I like, I can focus in on that, add it to my library, and then re-use it in a dashboard, which I can then, you know, introduce other features of the data.
And then move things to the reporting, which is more of that copy and paste activity that you saw. So, think about, again, the workflow.
So, if you go back to our resource, just think back to this workflow of what kinds of things can happen in the different capabilities.
And I think you’ll start to see the value across each of them, but, again, ultimately, my perspective, and a lot of people that we work with, is, I got to get to a report.
How did I get there?
Again, look at the workflow, Look at the progression, and, you know, you’ll come up with your own, what works best for you, But, but those are kind of how all those pieces relate.
So, we’ll save all the questions that we didn’t get to appreciate everybody attending and interacting and getting, oh, wow.
It’s a great list here, so we’ll follow up with as many of these as we can, send them out to everybody, so you’ll have that as a resource, and I just wanted to say again, thanks, Michael. Thanks to the panel. And thanks to everybody, for spending some time with us here today.
Yeah, definitely. Thanks, everyone, for doing that. Well, like, as, as Albert said, there’s a ton of great questions there and a ton of functionality that obviously, we can’t show you all in an hour if you want to toggle back to the presentation and show the final slide there, Albert will let you all go. Thank you for chiming in today’s. Call us if you have any questions or for any of any and all of your analytics needs, connect with us on Facebook, Twitter, YouTube, Slide share, LinkedIn. And we look forward to hopefully hearing from you and definitely seeing you on one of our upcoming Senturus as knowledge events. So, thanks, everyone, for joining us today. Thank you, Albert, for a great presentation, and we will talk to you soon. Thanks. Bye, now.