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Web Seminar:
Building Rich Dashboards with IBM Business
Insight
May 18, 2012, 1:30 PM ET
Welcome and Introduction
Carol Frasso
Director Education Services
DataClarity

Alan Przyworski
Principal, Education Services
DataClarity
Session Objectives
   New dashboards tool Business Insight

   New interface with Business Insight using
    Business Insight Advanced reports

   Demo and dive in lab/workshop

   Questions and Answers
What is IBM Cognos
         Business Insight?
• Web-based for interactive dashboards
• Use to provide insight into your business
• Facilitates collaborative decision making
What is IBM Cognos Business
          Insight?
 It’s an interactive, self-service workspace
 Use it to assemble and share dashboards
   Assemble   content for a personal or shared
     dashboard without IT intervention
    Arrange elements in an intuitive, WYSIWYG
     interface
• Share and collaborate on key information
    Add comments to clarify and question
    Search for existing content and begin
     authoring in context
What is IBM Cognos Business
          Insight?
 Interact with information for greater
 understanding
   Personalize the look and feel with easy
    formatting options
   Create calculations
   Select alternate visualizations
   Conduct further analysis in context
   Examine data lineage
What is IBM Cognos
       Business Insight?
   Features from IBM Cognos Go! Dashboard
    and IBM Cognos Viewer are now merged
    into one user interface.

   This brings information
    consumption, rather than viewing and
    opening folders, to the forefront of the
    experience.
What is IBM Cognos
        Business Insight?

• IBM Cognos Viewer and IBM Cognos
  Connection are still available and maintained
  in this release.

• A Web-based tool to create interactive
  dashboards using Cognos content and
  external data sources for analysis of business
  data.
Drag-and-drop dashboard
           assembly
Drag-and-drop content

                                                 Reports
Real-time
                                                   and
monitoring              Business Insight         analysis




   TM1                    Unified BI workspace   Metrics
  cubes
                                                 Toolbox
Launching Business Insight
My Actions>Create my dashboards   Cognos Connection




                       OR
Getting Started Page
Getting Started Page           (cont.)


• Displays when Business Insight is
  launched.
• Use to perform the following:
   View or open dashboards
   Create a new dashboard
   View How-to-videos

• Can be disabled From Actions
 Menu > My Preferences
The User Interface
Application Bar
Actions Menu used to access
                                               Return to Home page
the application

Create a new dashboard                         Access help system


Open an existing dashboard                    Add to or remove from
                                              Favorites

Save a dashboard
                                           Open panel to insert content or
                                           toolbox widgets onto dashboard
Email the dashboard as a link


Refresh all dashboard widgets                  Search for content


               Set layout and edit style
Dashboard Layout Area
Drag-and-drop dashboard
 Drag and drop content onto the canvas
 Existing BI content
   – Whole reports
   – Report parts
   – Folders
   – Prompts
 Metric studio content
   – Watch lists
   – Scorecards
   – Strategies
   – Metric types
   – Individual metrics
Drag-and-drop dashboard
 Drag and drop content onto the canvas
 Cognos functionality
   – Slider and select filters
   – My Inbox
       • Receipt of personal alerts and
         workflow tasks
 External content
   – Web pages
   – Images
   – RSS feeds
Using toolbars and menus
 The main toolbar.
     – Controls for dashboard-wide options
     – Access content search




 On demand menus control individual widget behavior and properties
Toolbox Widgets
• Web Page: used to display HTML based
    content.
•   Image: used to display images.
•   My Inbox: used to show a RSS feed of secured
    approval requests, ad-hoc tasks and
    notification requests
•   Text: used to enter, format and display text
•   RSS Feed: Used to display RSS news feeds.
•   Select Value Filter: used to filter data in
    other widgets.
•   Slider Filter: used to filter in other widgets
    by using a range slider filter.
Widget Toolbar
• Displayed when widget is selected
 from the dashboard layout.
The widget menu: Interact with
         information
•Select alternate views
and visualizations




                           Filter, sort, calculate
                           Drill up and down
                           Group data
                           Add commentary
The widget menu: Communication
       and manipulation
•Set communication between widgets
  Filters, prompts and coordinated drilling
Working with Widgets
• Containers used to display
  objects on dashboard layout
• The following widgets available
  from Content tab:
   Report Widget
   Cognos Navigator
   PowerPlay
   TM1
Widget Communication
• When widget is broadcasting
  information it is a source widget
• When widget is listening to one or
  more widgets it is a target widget
Source and Target
            Widgets
• Communication occurs between the
 following source and target widgets:
     Report broadcasts to Report
     Slider filter broadcasts to Report
     Select value filter broadcasts to Report
     Image broadcasts to Web page
     RSS feed broadcasts to Web page
     My Inbox broadcasts to Web page
Interface with Business Insight
using Business Insight Advanced
            reports

   Seamless round-trip integration with IBM
    Cognos Business Insight Advanced.

   This allows for more advanced
    exploration and enhancement options
    for the objects included on the
    workspace
Interface with Business Insight
 using Business Insight Advanced
             reports
• Dashboard author can use/modify Business
  Insight Advanced report in Business Insight
  dashboard
Interface with Business Insight
 using Business Insight Advanced
             reports
• Author then can go back to Business Insight
  Advanced studio via do more option and
  modify report
Interface with Business Insight
 using Business Insight Advanced
             reports
• Modified report can then be submitted
  back into the dashboard
Business Insight – 10.1.1
          improvements

   Thumbnails (10.1.1)
   Swap rows and columns (10.1.1)
   Content pane placement (10.1.1)
   Resize charts (10.1.1)
Summary
   New dashboard tool Business Insight
   New interface with Business Insight using
    Business Insight Advanced reports
   10.1.1 improvements
Demonstration and dive in lab:
      Business Insight
        Dashboards
For more information
Visit us on the web at http://www.CognosEducation.com/
DataClarity Upcoming Web Seminars
Register at: http://www.dataclaritycorp.com/upcoming-events.html

• Understanding the Tremendous Value of Mobile Analytics
   Date: Wednesday, May 30, 2012 Time: 1:30 PM EST
   Discover the true value of deploying mobile BI in your organization, including next
   generation mobile analytics solutions from IBM and DataClarity for the iPad, iPhone,
   and Android-based tablets and phones.

• Deeper Insight into Performance with IBM Cognos Report Studio
   Date: Friday, June 1, 2012 Time: 1:30 PM EST
   See how improvements in Report Studio give your organization timely access and
   richer insight into information.

• Raising the Analytics Bar with IBM Cognos Active Reports
   Date: Friday, June 15, 2012 Time: 1:30 PM EST
   Learn about the various IBM Cognos Active Reports features and how they can be
   used to create and distribute interactive reporting applications.
Interested in Learning More?
• Request a Cognos Training Plan for your organization
      - E-mail a request to info@dataclaritycorp.com
      - Submit a request at www.CognosEducation.com
      - Call or e-mail Carol Frasso
              919.256.6710
              c.frasso@dataclaritycorp.com

• Visit www.CognosEducation.com

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Building Rich Dashboards with IBM Business Insight

  • 1. Web Seminar: Building Rich Dashboards with IBM Business Insight May 18, 2012, 1:30 PM ET
  • 2. Welcome and Introduction Carol Frasso Director Education Services DataClarity Alan Przyworski Principal, Education Services DataClarity
  • 3. Session Objectives  New dashboards tool Business Insight  New interface with Business Insight using Business Insight Advanced reports  Demo and dive in lab/workshop  Questions and Answers
  • 4. What is IBM Cognos Business Insight? • Web-based for interactive dashboards • Use to provide insight into your business • Facilitates collaborative decision making
  • 5. What is IBM Cognos Business Insight?  It’s an interactive, self-service workspace  Use it to assemble and share dashboards  Assemble content for a personal or shared dashboard without IT intervention  Arrange elements in an intuitive, WYSIWYG interface • Share and collaborate on key information  Add comments to clarify and question  Search for existing content and begin authoring in context
  • 6. What is IBM Cognos Business Insight?  Interact with information for greater understanding  Personalize the look and feel with easy formatting options  Create calculations  Select alternate visualizations  Conduct further analysis in context  Examine data lineage
  • 7. What is IBM Cognos Business Insight?  Features from IBM Cognos Go! Dashboard and IBM Cognos Viewer are now merged into one user interface.  This brings information consumption, rather than viewing and opening folders, to the forefront of the experience.
  • 8. What is IBM Cognos Business Insight? • IBM Cognos Viewer and IBM Cognos Connection are still available and maintained in this release. • A Web-based tool to create interactive dashboards using Cognos content and external data sources for analysis of business data.
  • 9. Drag-and-drop dashboard assembly Drag-and-drop content Reports Real-time and monitoring Business Insight analysis TM1 Unified BI workspace Metrics cubes Toolbox
  • 10. Launching Business Insight My Actions>Create my dashboards Cognos Connection OR
  • 12. Getting Started Page (cont.) • Displays when Business Insight is launched. • Use to perform the following:  View or open dashboards  Create a new dashboard  View How-to-videos • Can be disabled From Actions Menu > My Preferences
  • 14. Application Bar Actions Menu used to access Return to Home page the application Create a new dashboard Access help system Open an existing dashboard Add to or remove from Favorites Save a dashboard Open panel to insert content or toolbox widgets onto dashboard Email the dashboard as a link Refresh all dashboard widgets Search for content Set layout and edit style
  • 16. Drag-and-drop dashboard  Drag and drop content onto the canvas  Existing BI content – Whole reports – Report parts – Folders – Prompts  Metric studio content – Watch lists – Scorecards – Strategies – Metric types – Individual metrics
  • 17. Drag-and-drop dashboard  Drag and drop content onto the canvas  Cognos functionality – Slider and select filters – My Inbox • Receipt of personal alerts and workflow tasks  External content – Web pages – Images – RSS feeds
  • 18. Using toolbars and menus  The main toolbar. – Controls for dashboard-wide options – Access content search  On demand menus control individual widget behavior and properties
  • 19. Toolbox Widgets • Web Page: used to display HTML based content. • Image: used to display images. • My Inbox: used to show a RSS feed of secured approval requests, ad-hoc tasks and notification requests • Text: used to enter, format and display text • RSS Feed: Used to display RSS news feeds. • Select Value Filter: used to filter data in other widgets. • Slider Filter: used to filter in other widgets by using a range slider filter.
  • 20. Widget Toolbar • Displayed when widget is selected from the dashboard layout.
  • 21. The widget menu: Interact with information •Select alternate views and visualizations  Filter, sort, calculate  Drill up and down  Group data  Add commentary
  • 22. The widget menu: Communication and manipulation •Set communication between widgets  Filters, prompts and coordinated drilling
  • 23. Working with Widgets • Containers used to display objects on dashboard layout • The following widgets available from Content tab:  Report Widget  Cognos Navigator  PowerPlay  TM1
  • 24. Widget Communication • When widget is broadcasting information it is a source widget • When widget is listening to one or more widgets it is a target widget
  • 25. Source and Target Widgets • Communication occurs between the following source and target widgets:  Report broadcasts to Report  Slider filter broadcasts to Report  Select value filter broadcasts to Report  Image broadcasts to Web page  RSS feed broadcasts to Web page  My Inbox broadcasts to Web page
  • 26. Interface with Business Insight using Business Insight Advanced reports  Seamless round-trip integration with IBM Cognos Business Insight Advanced.  This allows for more advanced exploration and enhancement options for the objects included on the workspace
  • 27. Interface with Business Insight using Business Insight Advanced reports • Dashboard author can use/modify Business Insight Advanced report in Business Insight dashboard
  • 28. Interface with Business Insight using Business Insight Advanced reports • Author then can go back to Business Insight Advanced studio via do more option and modify report
  • 29. Interface with Business Insight using Business Insight Advanced reports • Modified report can then be submitted back into the dashboard
  • 30. Business Insight – 10.1.1 improvements  Thumbnails (10.1.1)  Swap rows and columns (10.1.1)  Content pane placement (10.1.1)  Resize charts (10.1.1)
  • 31. Summary  New dashboard tool Business Insight  New interface with Business Insight using Business Insight Advanced reports  10.1.1 improvements
  • 32. Demonstration and dive in lab: Business Insight Dashboards
  • 33. For more information Visit us on the web at http://www.CognosEducation.com/
  • 34. DataClarity Upcoming Web Seminars Register at: http://www.dataclaritycorp.com/upcoming-events.html • Understanding the Tremendous Value of Mobile Analytics Date: Wednesday, May 30, 2012 Time: 1:30 PM EST Discover the true value of deploying mobile BI in your organization, including next generation mobile analytics solutions from IBM and DataClarity for the iPad, iPhone, and Android-based tablets and phones. • Deeper Insight into Performance with IBM Cognos Report Studio Date: Friday, June 1, 2012 Time: 1:30 PM EST See how improvements in Report Studio give your organization timely access and richer insight into information. • Raising the Analytics Bar with IBM Cognos Active Reports Date: Friday, June 15, 2012 Time: 1:30 PM EST Learn about the various IBM Cognos Active Reports features and how they can be used to create and distribute interactive reporting applications.
  • 35. Interested in Learning More? • Request a Cognos Training Plan for your organization - E-mail a request to info@dataclaritycorp.com - Submit a request at www.CognosEducation.com - Call or e-mail Carol Frasso 919.256.6710 c.frasso@dataclaritycorp.com • Visit www.CognosEducation.com

Editor's Notes

  • #34: For more information on how FSR will eliminate building reports by hand while greatly enhancing controls and transparency into regulatory and statutory reporting requirements around the globe – join us in the expo hall to download complimentary research reports or visit us on the IBM Cognos FSR webpage on IBM.com