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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

Notes de l'éditeur

  1. 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