Book Image

IBM Cognos Business Intelligence 10.1 Dashboarding Cookbook

By : Ankit Garg
Book Image

IBM Cognos Business Intelligence 10.1 Dashboarding Cookbook

By: Ankit Garg

Overview of this book

IBM Cognos 10 BI is the leader in the Gartner quadrant in terms of BI capabilities. There have been new features introduced with IBM Cognos 10 BI in terms of dashboards and BI. The book intends to highlight the latest and advanced dashboarding features introduced with IBM Cognos 10 BI. The book covers Business Insight and Business Insight Advanced in a comprehensive manner. It also covers best practices in terms of creating and distributing dashboards using IBM Cognos 10 BI, without which no BI solution would look presentable, usable and efficient. The book covers the new IBM Cognos 10 dashboarding capabilities in detail and a comprehensive manner. There whole content is divided in to step-by-step recipes, each of which covers a specific link in the whole chain of understanding and learning.Recipes are augmented with real steps and screenshots which nullify chances of error or misjudgement.These along with explanation, tips and information will help users to completely follow recipes and have a clear and concise understanding and will eventually enable them to use these in their own areas of interest.
Table of Contents (12 chapters)
IBM Cognos Business Intelligence 10.1 Dashboarding Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface

Introducing IBM Cognos 10 BI Cognos Connection


In this recipe we will be exploring Cognos Connection, which is the user interface presented to the user when he/she logs in to IBM Cognos 10 BI for the first time.

Note

IBM Cognos 10 BI, once installed and configured, can be accessed through the Web using supported web browsers. For a list of supported web browsers, refer to the Installation and Configuration Guide shipped with the product.

Getting ready

As stated earlier, make sure that IBM Cognos 10 BI is installed and configured. Install and configure the GO Sales and GO Data Warehouse samples. Use the gateway URI to log on to the web interface called Cognos Connection.

How to do it...

To explore Cognos Connection, perform the following steps:

  1. 1. Log on to Cognos Connection using the gateway URI that may be similar to http://<HostName>:<PortNumber>/ibmcognos/cgi-bin/cognos.cgi.

  2. 2. Take note of the Cognos Connection interface. It has the GO Sales and GO Data Warehouse samples visible.

  3. 3. Note the blue-coloured folder icon, shown as in the preceding screenshot. It represents metadata model packages that are published to Cognos Connection using the Cognos Framework Manager tool. These packages have objects that represent business data objects, relationships, and calculations, which can be used to author reports and dashboards.

    Note

    Refer to the book, IBM Cognos TM1 Cookbook by Packt Publishing to learn how to create metadata models packages.

  4. 4. From the toolbar, click on Launch. This will open a menu, showing different studios, each having different functionality, as shown in the following screenshot:

  5. 5. We will use Business Insight and Business Insight Advanced, which are the first two choices in the preceding menu. These are the two components used to create and view dashboards.

    Note

    For other options, refer to the corresponding books by the same publisher. For instance, refer to the book, IBM Cognos 8 Report Studio Cookbook to know more about creating and distributing complex reports. Query Studio and Analysis Studio are meant to provide business users with the facility to slice and dice business data themselves. Event Studio is meant to define business situations and corresponding actions.

  6. 6. Coming back to Cognos Connection, note that a yellow-colored folder icon, which is shown as represents a user-defined folder, which may or may not contain other published metadata model packages, reports, dashboards, and other content. In our case, we have a user-defined folder called Samples. This was created when we installed and configured samples shipped with the product.

    Note

    Click on the New Folder icon, which is represented by , on the toolbar to create a user-defi ned folder. Other options are also visible here, for instance to create a new dashboard.

  7. 7. Click on the user-defined folder—Samples to view its contents, as shown in the following screenshot:

  8. 8. As shown in the preceding screenshot, it has more such folders, each having its own content. The top part of the pane shows the navigation path. Let's navigate deeper into Models | Business Insight Samples to show some sample dashboards, created using IBM Cognos Business Insight, as shown in the following screenshot:

  9. 9. Click on one of these links to view the corresponding dashboard. For instance, click on Sales Dashboard (Interactive) to view the dashboard, as shown in the following screenshot:

  10. 10. The dashboard can also be opened in the authoring tool, which is IBM Cognos Business Insight, in this case by clicking on the icon shown as on extreme right, on Cognos Connection. It will show the same result as shown in the preceding screenshot.

  11. 11. We will see the Business Insight interface in detail later in this chapter.

How it works...

Cognos Connection is the primary user interface that user sees when he/she logs in for the first time. Business data has to be first identified and imported from the metadata model using the Cognos Framework Manager tool. Relationships (inner/outer joins) and calculations are then created, and the resultant metadata model package is published to the IBM Cognos 10 BI Server. This becomes available on Cognos Connection. Users are given access to appropriate studios on Cognos Connection, according to their needs. Analysis, reports, and dashboards are then created and distributed using one of these studios. The preceding sample has used Business Insight, for instance.

Later sections in this chapter will look more into Business Insight and Business Insight Advanced. The next section focuses on the Business Insight interface details from the navigation perspective.