Agenda: -Introduction to QueBIT -Overview of data “stories” -Defining key elements in an effective “story” -Demonstration of data delivery using these elements -A technical dive into the Cognos Analytics features used in the demonstration

1. Telling “Your Story” using
Cognos Analytics
Joel J. Kehm
Principal Consultant
QueBIT Consulting, LLC

2. Agenda
• Introduction to QueBIT
• Overview of data “stories”
• Defining key elements in an effective “story”
• Demonstration of data delivery using these elements
• A technical dive into the Cognos Analytics features used in the
demonstration
• Q&A

3.  Today’s webinar is part of an advanced webinar series offered by QueBIT. The next webinar is scheduled for
Tuesday, May 22nd where we will demonstrate QueBIT’s Medea Predictive Maintenance solution. Register
by accessing the events page on our website at quebit.com/news-events
 This webinar is being recorded and attendees will receive the recording link within 24 hours
 Miss a past webinar? No problem! Visit the Resources page on the QueBIT website - //quebit.com/who-
we-are/video-catalog/
 Please type all questions in the Questions Pane located on the GTW toolbar. As time permits, the questions
will be addressed and answered at the end of the demonstration
Housekeeping

4. About QueBIT
 Trusted Experts in Analytics
 15+ years in business with managers on the team who have been working in
area of Analytics for 20+ years
 Full Offerings – Advisory, Implementation & Support Services, Reseller of
IBM Software and Developer of Solutions
 900+ successful Analytics Projects
 400+ analytics customers in all types of industries
 100+ employees with HQ in New York
 Building an experienced team from the ground up
 Deep Expertise in Business Intelligence, Information Management,
Financial Analytics, Advanced Analytics
 2016 Worldwide Overall Business Analytics Partner Excellence Award

5. Today’s Presenters
Robin Stevens
Principal Consultant
QueBIT
Mike Zill
Senior Consultant
QueBIT
Joel Kehm
Principal Consultant
QueBIT

6. TRUSTED EXPERTS IN ANALYTICS
Goals of Today’s Webinar
• To understand the key elements that make a
“story”.
• To learn some techniques using Cognos Analytics
functionality which can facilitate this presentation.
• To be inspired to approaching our analytics
discipline in a new manner.

7. *Disclaimer*

8. “What is a story?”
…or should we say…
“What is not a story?”

9. Examples that don’t tell a “story”

10. Examples
• The Examples fail to “tell a story”.
• They are not tailored to the person viewing it.
• They are not intuitive. They must be found, run, and then explained.
• They are primarily useful just in a PC/laptop or in Excel.

11. So now we know “What Isn’t a Story”
• A database is not a story
• A SQL query is not a story
• A BI or reporting package is not a story
• A spreadsheet is not a story
• A visualization is not a story

12. “Okay, I get it. So what is a story
and how do I tell it?”

13. Core Elements of your data Story
#1: The Persona
#2: The Experience
#3: The Mode

14. The “Persona”
• A Persona refers to one or more people with a common
perspective.
• Defined by what a person does during their day to day work,
where they live on an organizational chart.
• User groups are not the same as personas.

15. Example
• A CFO and a COO often have very different day-to-day concerns, even if they
share the same ultimate strategic goal concerning company profitability.
• A CFO might want to see overall performance as depicted by Revenue and
Expenditures, Profitability, i.e. Financial Performance.
• A COO might want to review overall performance as depicted by Sales volume,
on-time deliveries, i.e. Operational Performance.
• “C level executives” might be target user group, but we have to account for the
different personas represented.

16. The “Experience”
• The “Experience” refers to the interaction with the information.
• Key elements of the experience would include:
• Ease of locating the information.
• Ease of comprehension: If you have to explain it...
• The flow of the information: from broad overviews, down to more
specific detailed information.
• Provides meaning on it’s own, but can elicit further questions.

17. The “Mode”
• The “Mode” refers to how interaction with the information
occurs, e.g. Laptop or Phone, email or online, etc...

18. Case Study: 3 Bears Mattress, Inc.

19. The Design Process
• To build the solution we need to define the 3 elements of a data
story.
• These elements are then pulled together in a “Story board”.
• The “Story board” is used as the template for our report
development.

20. 3 Bears Mattress, Inc. : “Personas”
• CEO: Interested in Financials. Best Performing customers. Makes
strategic decisions primarily based on financial metrics.
• Product Manager: Interested in what is selling. Pricing Strategy. Who
is buying what. Makes recommendations from the standpoint of
volume and momentum of goods sold.

21. 3 Bears Mattress, Inc. : “Experience”
• Want a simple to find and understand interface. Ability to project it
on a screen during a meeting and be able to talk about it.
• Ability to refine the metrics as needed.
• Ability to drill into details.
• Don’t want things in email.

22. 3 Bears Mattress, Inc. : “Mode”
• Needs to work not only on laptops, but also on phones and tablets.

23. The “Story Board”

24. Demonstration: Persona driven analytics

25. Key Technical Feature #1
• Use of Cognos Roles to align “Personas”

26. Key Technical Features #2
• Use of Cognos roles and render variables to drive the “Experience”.

27. Key Technical Features #2 cont…
• Use of conditional styles to drive the “Experience”.

28. Key Technical Feature #3
• Use of a Custom Control to determine the “Mode” of interaction

29. TRUSTED EXPERTS IN ANALYTICS
Goals of Today’s Webinar
• To understand the key elements that make a
“story”.
• To learn some techniques using Cognos Analytics
functionality which can facilitate this presentation.
• To be inspired to approaching our analytics
discipline in a new manner.

30. Q&A
Submit questions by typing them in the Questions Pane
on the GoToWebinar toolbar
Joel jkehm@quebit.com
Visit our website for additional information www.quebit.com
Or email us at info@quebit.com
Thank you for attending and have a wonderful day!