This document provides an agenda and overview of a webinar on Cognos Insight for planning and business intelligence. The webinar includes demonstrations of using Cognos Insight for planning, importing data, and self-service reporting and analysis. It also discusses licensing, how to get started, and services from Senturus to assist with Cognos Insight implementations.

1. Straight Talk about Cognos Insight
June 28, 2012
www.senturus.com
Helping Companies Learn From the Past, Manage the
1 Present and Shape the Future

2. This webinar includes a demonstration of Cognos Insight for
Planning. See the recorded webinar to see and hear the
complete demonstration.
Go to the Senturus website:
www.senturus.com/recorded-webinars.php
You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1,
EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.
2

3. Agenda
PART ONE:
• Welcome and Presenter Introduction
• IBM Cognos Insight Architecture
• Cognos Insight for Planning Demonstration
– Data Import Details and Recommendations
(Flat files; ODBC connection; BI reports; TM1 Cube Views)
– Structure Changes and Prototyping
• Business Planning Use Cases
3

4. Agenda (Continued)
TRANSITION:
• Quick Licensing Overview
– We want to make things SIMPLE for you!
• How to get started with Cognos Insight
• Senturus Introduction
• Business Insight vs. Cognos Insight
PART TWO:
• Welcome and Presenter Introduction
• Cognos Insight for Business Intelligence
Demonstration
• Wrap-up and Q&A
4

5. Welcome and Introduction
• Senturus
– Albert Valdez, Director of
Education Services
– Steve Chapman, Management
Consultant
5

6. ARCHITECTURE
6

7. Cognos Insight [.cdd file]
Planning Solutions
Share to server
(1 workspace = multiple cubes;
Cognos Connection; TM1 Applications; Cognos Insight
shared dimensions; multiple tabs;
multiple widgets)
Flat file
(xls, csv)
Self-service Reporting
Publish to TM1 server
& Analysis (incl. Mobile)
ODBC to relational data
Standard
Reports
BI List report Dashboards/
Distribute to BI
Scorecards –
CI Connected Client
TM1 cube view
7

8. Cognos Insight Publish and Distribute
8

9. Cognos Insight: Stand-alone or a
Component within Enterprise TM1 v10.1
9

10. Planning with Cognos TM1 v10: “Start
Anywhere . . . Go Everywhere”
Cognos
Enterprise
Cognos Express
Cognos Insight
10

11. This webinar includes a demonstration of Cognos Insight for
Planning. See the recorded webinar to see and hear the
complete demonstration.
Go to the Senturus website:
www.senturus.com/recorded-webinars.php
You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1,
EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.
11

12. Business Planning Use Cases for
Cognos Insight
1. The current, enterprise planning model lacks
dimensions that a dept or LOB needs. (“Shadow”
planning is done off-line, then re-keyed.)
2. The current planning model’s sandboxes don’t have
the structure that all dept’s require.
3. The current reports and models rely on data
attributes that planners really need as dimensions.
4. New reporting or planning cubes need to be
prototyped (POC’s) before enterprise development.
5. Group planning processes can’t wait for enterprise
resources. [No enterprise planning platform . . . Yet.]
12

13. Business Intelligence (BI) Use Cases for
Cognos Insight
1. The current enterprise reports and framework
manager models don’t contain all the dimensions
or attributes needed for additional analysis,
discovery and visualization, but the source data is
available.
2. The current dashboards don’t support the
business needs for monitoring operations.
3. The current BI packages don’t support sharing
comments or adding what-if scenarios and other
data updates that need to be shared.
13

14. General Cognos Insight Process Steps
for Planning and Analysis Use Cases
1. Individual, group, department, or LOB data
cubes created from enterprise or local data.
[Import data from: BI list report, ODBC relational connection,
TM1 cube view, or flat file.]
2. Add, change, delete, restructure dimensions.
3. Add measures, calculations, versions, scenarios.
4. Add analysis and visualization graphs and charts
in multi-tab workspaces.
5. Share, Publish, and/or Distribute (local server,
TM1 server, Cognos Connection).
14

15. Agenda
TRANSITION:
• Quick Licensing Overview
– We want to make things SIMPLE for you!
• How to get started with Cognos Insight
• Senturus Introduction
• Business Insight vs. Cognos Insight
PART TWO:
• Welcome and Presenter Introduction
• Cognos Insight for Business Intelligence
Demonstration
• Wrap-up and Q&A
15

16. LICENSING
16

17. Cognos Insight Licensing
17

18. HOW TO GET STARTED WITH
COGNOS INSIGHT
18

19. How to get started with Cognos Insight
Download Free Version
Use the link above,
Then “1. Register”
Then click “Download Now”;
DO NOT click: “2. Install”
Installation Tips:
See the video on how to install the Free Version
19

20. Cognos Insight Documentation
20

21. Cognos Insight Accelerators
21

22. This webinar includes a demonstration of Cognos Insight for
Planning. See the recorded webinar to see and hear the
complete demonstration.
Go to the Senturus website:
www.senturus.com/recorded-webinars.php
You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1,
EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.
22

23. WHO IS SENTURUS
23

24. Who is Senturus ?
• Consulting firm specializing in Corporate Performance
Management
– Business Intelligence
– Tools of the Office of Finance
• Enterprise planning & budgeting
• Consolidate, close, report and file (CCRF)
– San Francisco Business Times Hall of Fame -- Four
consecutive years in Fast 100 list of fastest-growing
private companies in the Bay Area
• Experience
– 12-year focus on performance management
– More than 1,200 projects for 500+ clients
• People
– Business depth combined with technical expertise.
Former CFOs, CIOs, Controllers, Directors...
– DBAs with MBAs
24

25. A few of our 500+ Clients
25

26. COGNOS INSIGHT VS. BUSINESS INSIGHT
26

27. Self-sufficient vs. Self-service
• Business Insight (and Business Insight Advanced)
= Self-service workspace (dashboard) assembly
and business authoring
– Workspace assembly requires existing report content
– Authoring requires a data model/package
• Cognos Insight = Self-sufficient analysis, modeling
and planning
– No model required
– No reports required
– No enterprise server required*
27

28. Self-sufficient vs. Self-service
Cognos Insight  Common  Business Insight
Standalone – no server Dashboard Self-serve
Multi-tab dashboards assembly assembly
Restructure data Edit widgets Zero footprint
Explore points TM1 write-back Enterprise
Add calculations and Respects data security
business rules security More widgets
Distributed planning Prompt
support
28

29. Demo for Cognos Insight for Business Intelligence
This webinar includes a demonstration of Cognos Insight for
Business Intelligence. See the recorded webinar to see and
hear the complete demonstration.
Go to the Senturus website:
www.senturus.com/recorded-webinars.php
You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1,
EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.
29

30. Senturus Solutions and Training Services
How Senturus can help you get
to your next level of performance
30

31. Cognos Insight Proof of Concept
• 2-3 Day Proof of Concept
• Identify “quick win” where immediate value can be derived
• Deploy Insight for a defined use case
• Help with
– installation/configuration
– data import
– model development
– presentation layer output
– integration with corporate BI (if requested)
• Demonstrate high-impact solution
• $4,995
For more information contact
Sales@Senturus.com 888-601-6010 ext 1
31

32. Upcoming Live, Instructor-led, On-line Training
Opportunities Hosted by Senturus Solutions Experts
• Self-Service Authoring with IBM Cognos 10 Business Insight
Advanced - July 10, 2012 (7am-3pm*)
• Authoring Active Reports with IBM Cognos 10 Report Studio
- August 23, 2012 (7am-3pm*)
• Multi-Dimensional Report Authoring with IBM Cognos Report
Studio - July 27, 2012 (7am-3pm*)
• Looking for training? - Let Us Know!!
• All courses can be attended from anywhere – all you need is
a high-speed Internet connection!
• $595/day per student
• *ALL COURSES PACIFIC STANDARD TIME*
32

33. Training Schedule and Details Here
33

34. This webinar includes a demonstration of Cognos Insight for
Planning. See the recorded webinar to see and hear the
complete demonstration.
Go to the Senturus website:
www.senturus.com/recorded-webinars.php
You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1,
EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.
34

35. COGNOS INSIGHT FOR PLANNING:
APPENDIX I – UPLOADING DATA
35

36. CI Import Notes
Recommend: “Import Data” instead of dragging a flat file onto
the workspace . . . Why? . . . Automatic dimension
identification logic rarely works the first time.
Excel file: Preferred format: dimensions in the left-hand columns, measures in the right-hand columns:
Especially non-text items can be construed as measures when they should be treated as dimensions: sample result –
Departments and Accounts below should be dimensions but are treated as measures when dragged onto workspace:
36

37. CI Import Notes (cont.)
Therefore, recommend using Get Data > Import Data drop-down menu item instead of dragging a flat file onto the
workspace.
This choice results in picking of one of the four input options:
And the visibility
of how columns
are interpreted:
37

38. CI Import Notes (cont.)
And the ability
to define and
map the source Or by using the
data columns as Properties area
you intend . . . (with or without
the Advanced
By Right-clicking options – at
the data column right):
(above).
38

39. CI Import Notes for Crosstab Data
That is also the only way to support data in columns as this example for monthly measures:
39

40. CI Import Notes for Crosstab Data
If you proceed to Mapping without modifying the Source Details, the Month columns are each, individually
interpreted as separate measures (incorrectly):
40

41. CI Import Notes for Crosstab Data
Instead, expand Source Details; Choose No for Data Contains Column Labels; and Choose Crosstab.
Enter the number of Dimension columns (not counting the Months (Co. E and beyond):
41

42. CI Import Notes for Crosstab Data
Now the monthly data columns have been converted into a fifth dimension column containing the Month names
and the one measure is in the sixth column. Next: use the Properties pane to name the dimensions and complete
the mappings.
42

43. CI Import Notes for Crosstab Data
Completed the mapping choices including Months rolling up to Years in the Time dimension:
43

44. CI Import Notes for ODBC Data
From Get Data > Import Data > choose Source Type “Relational Data Source (ODBC)” will provide access to whatever User and System DSN’s are
already setup on the computer being used:
44

45. CI Import Notes for ODBC Data
Choose one ODBC connection (top-left); Sign-in to that source (bottom-left); enter the Query or choose Open Query Builder (right picture):
45

46. CI Import Notes for ODBC Data
Drag and drop query builder:
46

47. CI Import Notes for ODBC Data
Query builder, SQL View:
47

48. CI Import Notes for BI Report Data
From Get Data > Import Data > choose Source Type “IBM Cognos Report Data”; Fill in the System Gateway URI to the BI installation; Test and then
Navigate to the report to be imported:
48

49. CI Import Notes for BI Report Data
Note: Only List type reports are valid for importing to Cognos Insight:
49

50. CI Import Notes for BI Report Data
Then Data Preview and Define the
Mapping as before:
50

51. CI Import Notes for TM1 Cube View Data
First, Sign the Workspace into the Enterprise TM1 installation (left-side); Log on (if necessary, top-right); then Choose the Planning Server
(model) to use (lower-right):
51

52. CI Import Notes for TM1 Cube View Data
Note: Only TM1 servers that have been Started will be available (left-side); then choose Get Data > Import Data > Source Type “IBM Cognos TM1
Cube View” (right-side). *If you didn’t sign in to enterprise TM1 (see the previous slide), this choice will be grayed out and unavailable.]
52

53. CI Import Notes for TM1 Cube View Data
Choose the Cube to use and then the View to use. (Next Steps: Data Preview and Define the Mapping as before.
53

54. APPENDIX II – SENTURUS OFFERS
54

55. Senturus Cognos 10 Upgrade
Package
Senturus In your
Upgrades Development $3,495
Cognos 8 to environment Fixed Price
Cognos 10
COGNOS
Senturus offers a full range of upgrade packages:
• Remote mentoring
• Full install, migration and validation
• Turnkey upgrades
For more information please contact Sales@Senturus.com or
Call Jim Frazier @ 650-949-2921
55

56. Other Senturus Solution Offerings
• Cognos 10 Proof of Concept Engagements
– Active Reports
– Business Insight
– Cognos Mobile
• 2-3 Day Proof of Concepts
• Identify how most value can be derived from the new capability
• Deploy capability for a defined use case
• Demonstrate high-impact solution
• $4,995
• For more information please click on the links above, and
contact Sales@Senturus.com
56

57. This webinar includes a demonstration of Cognos Insight for
Planning. See the recorded webinar to see and hear the
complete demonstration.
Go to the Senturus website:
www.senturus.com/recorded-webinars.php
You will find this free recording under the IBM Cognos Office of Finance Solutions: TM1,
EP, Controller, FSR section. It is entitled Straight Talk about Cognos Insight.
57

58. Contact Senturus
Senturus, Inc
www.senturus.com
sales@senturus.com
888-601-6010
58

59. 59