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9                 IBM Cognos
Advanced Reporting Techniques and Cognos
            10 New Features
                  Albert Valdez, III
    Director of Education Services, Senturus, Inc.




            Helping Companies Learn From the Past,
           Manage the Present and Shape the Future
This slide deck is part of a recorded webinar.
    To view the FREE recording of this entire
  presentation and download the slide deck, go to
                 www.senturus.com/recorded-webinars.php

You will find this—and many other recorded webinars-- under the “IBM Cognos
                           Business Intelligence ”
Today’s Agenda
•   Welcome and Introduction
•   Advanced Authoring Techniques Demonstrations
    1.   Create a conditional drill-through report
    2.   Advanced Prompting with Dimensional data
    3.   Set up drill-through to Query Studio
    4.   Freeze column headers in a List Report
    5.   Create an Active Report
• Upcoming day-long hands-on training sessions
• Overview of Cognos Training Options
• Review and Wrap-up
Today’s Format
•   Demonstration will begin shortly
•   Please submit questions via the GoToWebinar
    Question pane in the GoToWebinar control panel
•   We will address questions LIVE at the conclusion of
    the presentation, so if you do not get an immediate
    response, please HOLD ON!
•   We will try to answer EVERY question via email if we
    do not get a chance to respond while you are
    attending the Webinar
Welcome and Introduction
• Who am I?
  – Albert Valdez, Director of Education Services at Senturus
  – 11 years as a Technical Trainer, focused on Business Intelligence
    and Performance Management
  – 5 years as a Senior Education Specialist at Cognos, Inc.
  – Lifetime CTT+ Certification from CompTIA
  – IBM Cognos Certified
  – Last 6+ Years as a Senior Consultant, Solutions Architect,
    Education Director
• Who is Senturus?
  – IBM Premier Business Partner, Cognos Platinum Partner 2002-
    2008
  – Full Service Solutions provider
  – Data Warehouse
  – Program Management
  – Performance Management
  – Platform-Independent
Demonstration Materials
• Standard Cognos 10 Samples
• GO Sales (query) relational package
• Sales and Marketing PowerCube
• Follow instructions in the Cognos 10 Business Intelligence
  Installation and Configuration Guide, Chapter 9: Samples
• All Demos in the Webinar are based on this database, which
  is part of every standard Cognos 10 B.I. installation
• This deck will available for download on our website following
  the Webinar
• ALL Techniques demonstrated today are relevant to Cognos
  10
New Features in Cognos 10 Report Studio
• If you are interested in an overview of ALL the Cognos 10
  New Features:
   – Check out our Recorded Webinar: “Cognos 10 Under the Hood”!
• What’s new for Professional Report Authors?
   –   Active Reports
   –   External Data Access
   –   NEW Charting Engine
   –   Improved overall user interface
   –   Enhanced Filtering, Sorting, and Calculation tools
   –   New Chart and Palette tools
IBM Cognos Advanced Authoring
           Techniques Demonstration
Demo 1 (Create a Conditional Drill-through)
Purpose: We want to provide a summary report of our Retailers’ performance.
We want our users to have access to further details, but only if a Retailer meets
certain performance criteria. We can use a Conditional Block to only show the
drillable text when the Retailer has achieved at least $10 Million in total
Revenue.


           To view a free recoding of this demo, go to
                     www.senturus.com/recorded-webinars.php
          You will find this recording under the IBM Cognos Business Intelligence
         section. It is entitled Cognos Advanced Report Authoring & New Features
                                     in Report Studio v.10.
IBM Cognos Advanced Authoring
           Techniques Demonstration
Demo 2 (Freeze Column Headers)

Purpose: We want all of our data to be on a single page. We want to freeze the
list column titles.




           To view a free recoding of this demo, go to
                    www.senturus.com/recorded-webinars.php
         You will find this recording under the IBM Cognos Business Intelligence
        section. It is entitled Cognos Advanced Report Authoring & New Features
                                    in Report Studio v.10.
IBM Cognos Advanced Authoring
           Techniques Demonstration
Demo 3 (Prompt for a Date Range in a Dimensional Report
  and Drill-through to Details in an Ad-Hoc Studio)
Purpose: Create a report the prompts for a Month and then displays results
from that month forward. Using proper Dimensional authoring techniques, we
will develop our results in stages. We also want to drill-through from the Cube
to details located in Query Studio.


           To view a free recoding of this demo, go to
                    www.senturus.com/recorded-webinars.php
         You will find this recording under the IBM Cognos Business Intelligence
        section. It is entitled Cognos Advanced Report Authoring & New Features
                                    in Report Studio v.10.
IBM Cognos Advanced Authoring
           Techniques Demonstration
Demo 4 (Create an Active Report with Data-driven
  controls)
Purpose: We have information consumers that are looking for an interactive
report that they can take on the road with them. They should be able to focus
on certain Product Lines and Sales Regions.




           To view a free recoding of this demo, go to
                     www.senturus.com/recorded-webinars.php
          You will find this recording under the IBM Cognos Business Intelligence
         section. It is entitled Cognos Advanced Report Authoring & New Features
                                     in Report Studio v.10.
This slide deck is part of a recorded webinar.
    To view the FREE recording of this entire
  presentation and download the slide deck, go to
                 www.senturus.com/recorded-webinars.php

You will find this—and many other recorded webinars-- under the “IBM Cognos
                            Business Intelligence ”
Cognos Training Options

•   IBM Public Classroom Training
•   Training from a Certified Partner, On-site or Public
•   Custom On-site Training
•   Small group Mentoring/Knowledge Transfer
•   Remote/On-line Training
•   Computer Based Training
About Senturus Training

• What does Senturus Training offer?
• Why not just go to the IBM/Cognos public classes?
   – On-site is more cost-effective when there are more than 3
     people to train
   – Courses are delivered at your location, on your schedule
   – Attendance is limited to your group, minimizing distractions,
     and allowing our instructors to focus on your group’s
     pertinent concerns
   – Course content and format can be structured specifically to
     your audience
• As an IBM Partner, we can offer discounts on IBM
  Public training starting at 10%
• We are your Training Partner!
What does Senturus Training offer:
• Standard On-site Classroom delivery
   –   Based on Great Outdoors sample data
   –   Can be delivered anywhere, anytime
   –   Compressed format (fewer days)
   –   $3,495 per day list price (up to 12 students)
• Customized On-site Classroom delivery
   –   Based on client’s data
   –   Requires longer lead times so we can prepare materials
   –   Higher impact
   –   $3,495 per day of delivery and course prep
• Small Group Mentoring
   – We work on your data, in your environment
   – Our experts facilitate the learning process while resolving actual
     issues or working toward a concrete deliverable
   – Small group size allows for personalized knowledge transfer at the
     appropriate pace
   – Rates start at $2000/day
Contact Senturus


             Senturus, Inc
          www.senturus.com
         sales@senturus.com
             888-601-6010
IBM Cognos Report Studio Advanced Authoring Techniques

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IBM Cognos Report Studio Advanced Authoring Techniques

  • 1. 9 IBM Cognos Advanced Reporting Techniques and Cognos 10 New Features Albert Valdez, III Director of Education Services, Senturus, Inc. Helping Companies Learn From the Past, Manage the Present and Shape the Future
  • 2. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com/recorded-webinars.php You will find this—and many other recorded webinars-- under the “IBM Cognos Business Intelligence ”
  • 3. Today’s Agenda • Welcome and Introduction • Advanced Authoring Techniques Demonstrations 1. Create a conditional drill-through report 2. Advanced Prompting with Dimensional data 3. Set up drill-through to Query Studio 4. Freeze column headers in a List Report 5. Create an Active Report • Upcoming day-long hands-on training sessions • Overview of Cognos Training Options • Review and Wrap-up
  • 4. Today’s Format • Demonstration will begin shortly • Please submit questions via the GoToWebinar Question pane in the GoToWebinar control panel • We will address questions LIVE at the conclusion of the presentation, so if you do not get an immediate response, please HOLD ON! • We will try to answer EVERY question via email if we do not get a chance to respond while you are attending the Webinar
  • 5. Welcome and Introduction • Who am I? – Albert Valdez, Director of Education Services at Senturus – 11 years as a Technical Trainer, focused on Business Intelligence and Performance Management – 5 years as a Senior Education Specialist at Cognos, Inc. – Lifetime CTT+ Certification from CompTIA – IBM Cognos Certified – Last 6+ Years as a Senior Consultant, Solutions Architect, Education Director • Who is Senturus? – IBM Premier Business Partner, Cognos Platinum Partner 2002- 2008 – Full Service Solutions provider – Data Warehouse – Program Management – Performance Management – Platform-Independent
  • 6. Demonstration Materials • Standard Cognos 10 Samples • GO Sales (query) relational package • Sales and Marketing PowerCube • Follow instructions in the Cognos 10 Business Intelligence Installation and Configuration Guide, Chapter 9: Samples • All Demos in the Webinar are based on this database, which is part of every standard Cognos 10 B.I. installation • This deck will available for download on our website following the Webinar • ALL Techniques demonstrated today are relevant to Cognos 10
  • 7. New Features in Cognos 10 Report Studio • If you are interested in an overview of ALL the Cognos 10 New Features: – Check out our Recorded Webinar: “Cognos 10 Under the Hood”! • What’s new for Professional Report Authors? – Active Reports – External Data Access – NEW Charting Engine – Improved overall user interface – Enhanced Filtering, Sorting, and Calculation tools – New Chart and Palette tools
  • 8. IBM Cognos Advanced Authoring Techniques Demonstration Demo 1 (Create a Conditional Drill-through) Purpose: We want to provide a summary report of our Retailers’ performance. We want our users to have access to further details, but only if a Retailer meets certain performance criteria. We can use a Conditional Block to only show the drillable text when the Retailer has achieved at least $10 Million in total Revenue. To view a free recoding of this demo, go to www.senturus.com/recorded-webinars.php You will find this recording under the IBM Cognos Business Intelligence section. It is entitled Cognos Advanced Report Authoring & New Features in Report Studio v.10.
  • 9. IBM Cognos Advanced Authoring Techniques Demonstration Demo 2 (Freeze Column Headers) Purpose: We want all of our data to be on a single page. We want to freeze the list column titles. To view a free recoding of this demo, go to www.senturus.com/recorded-webinars.php You will find this recording under the IBM Cognos Business Intelligence section. It is entitled Cognos Advanced Report Authoring & New Features in Report Studio v.10.
  • 10. IBM Cognos Advanced Authoring Techniques Demonstration Demo 3 (Prompt for a Date Range in a Dimensional Report and Drill-through to Details in an Ad-Hoc Studio) Purpose: Create a report the prompts for a Month and then displays results from that month forward. Using proper Dimensional authoring techniques, we will develop our results in stages. We also want to drill-through from the Cube to details located in Query Studio. To view a free recoding of this demo, go to www.senturus.com/recorded-webinars.php You will find this recording under the IBM Cognos Business Intelligence section. It is entitled Cognos Advanced Report Authoring & New Features in Report Studio v.10.
  • 11. IBM Cognos Advanced Authoring Techniques Demonstration Demo 4 (Create an Active Report with Data-driven controls) Purpose: We have information consumers that are looking for an interactive report that they can take on the road with them. They should be able to focus on certain Product Lines and Sales Regions. To view a free recoding of this demo, go to www.senturus.com/recorded-webinars.php You will find this recording under the IBM Cognos Business Intelligence section. It is entitled Cognos Advanced Report Authoring & New Features in Report Studio v.10.
  • 12. This slide deck is part of a recorded webinar. To view the FREE recording of this entire presentation and download the slide deck, go to www.senturus.com/recorded-webinars.php You will find this—and many other recorded webinars-- under the “IBM Cognos Business Intelligence ”
  • 13. Cognos Training Options • IBM Public Classroom Training • Training from a Certified Partner, On-site or Public • Custom On-site Training • Small group Mentoring/Knowledge Transfer • Remote/On-line Training • Computer Based Training
  • 14. About Senturus Training • What does Senturus Training offer? • Why not just go to the IBM/Cognos public classes? – On-site is more cost-effective when there are more than 3 people to train – Courses are delivered at your location, on your schedule – Attendance is limited to your group, minimizing distractions, and allowing our instructors to focus on your group’s pertinent concerns – Course content and format can be structured specifically to your audience • As an IBM Partner, we can offer discounts on IBM Public training starting at 10% • We are your Training Partner!
  • 15. What does Senturus Training offer: • Standard On-site Classroom delivery – Based on Great Outdoors sample data – Can be delivered anywhere, anytime – Compressed format (fewer days) – $3,495 per day list price (up to 12 students) • Customized On-site Classroom delivery – Based on client’s data – Requires longer lead times so we can prepare materials – Higher impact – $3,495 per day of delivery and course prep • Small Group Mentoring – We work on your data, in your environment – Our experts facilitate the learning process while resolving actual issues or working toward a concrete deliverable – Small group size allows for personalized knowledge transfer at the appropriate pace – Rates start at $2000/day
  • 16. Contact Senturus Senturus, Inc www.senturus.com sales@senturus.com 888-601-6010