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IBM Software Workshop 1 Working with Workspace What is Cognos Workspace? IBM Cognos® Workspace is a web-based tool which allows you to use Cognos content and external data sources to interact, analyze and build sophisticated interactive dashboards that facilitate collaborative decision making. Workshop Objectives In this workshop, you will: Familiarize yourself with the Workspace interface. Consume and interact with content within Workspace. Add additional content within the workspace. 1.1 Getting started… __1. Go into Public Folders > FCI > Demos by Capability > Workspace and click Sales Performance Dashboard Workshop 1 - Working with Workspace Page 5

01 Cognos Workspace Exercises

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01 Cognos Workspace Exercises

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Page 1: 01 Cognos Workspace Exercises

IBM Software

Workshop 1 Working with Workspace

What is Cognos Workspace?

IBM Cognos® Workspace is a web-based tool which allows you to use Cognos content and external data sources to interact, analyze and build sophisticated interactive dashboards that facilitate collaborative decision making.

Workshop Objectives

In this workshop, you will:

● Familiarize yourself with the Workspace interface.

● Consume and interact with content within Workspace.

● Add additional content within the workspace.

1.1 Getting started…

__1. Go into Public Folders > FCI > Demos by Capability > Workspace and click Sales Performance Dashboard

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__2. Notice the filters on the right hand side for different dates and products. Modify some of the filters to see how the displayed results change. For example, move the Quarter slider filter to show the periods:

Q1 2009 – Q4 2010.

1.2 Interacting with content

__1. Right-click the “NEW SALES TREND BY BUSINESS UNIT” widget and convert the chart to another display, such as a crosstab. Notice the toolbar options.

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__2. For crosstabs and lists, users can sort, filter, and create calculations. For charts, users can modify the palettes and colors.

__3. Add a new comment to a widget. This is done by right-clicking a cell, row or column, or a chart and selecting “add comment.” In this example, right-click a cell in the crosstab and select “add comment.” Once the comment has been added, hover over the red thumbtack symbol on the cell or chart to view the comment.

__4. From the widget’s drop-down menu, select “Print as PDF.”

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__5. Notice that the second page has a full listing of all of the comments for that particular widget.

1.3 Analyzing information with Workspace Advanced

__1. Within the widget, click the “Do More” icon.

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__2. This will open Workspace Advanced, which is the business user’s ad-hoc query and analysis interface. Notice how the widget opens in context.

__3. Click Cancel. Workspace Advanced will be covered in the subsequent section.

1.4 Augmenting workspace with additional content

Add additional content to the workspace

__1. From the toolbar menu, select Insert > Insert Content.

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__2. This will open a content pane on the right-hand side of the page that allows users to add additional content and widgets to their workspace. This pane can also be viewed/hidden by clicking the blue arrow on the middle far right-hand side of the page.

__3. From the top right hand search bar, type in “lead generation” in the search box and click Enter.

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__4. Select the second result (Lead Generation (No Prompts) – Monthly Trending by Source) and drag it onto the workspace. Notice how the results are filtered to only show the relevant quarters.

__5. Within the Contents pane, users can browse to relevant reports in addition to searching. Under the drop-down menu, select All Contents to return to the Content pane.

__6. This will provide a list of all of the available objects that can be added to the workspace. Browse to the Public Folders > FCI > Demos by Capability > Workspace > Report Objects > Demand Forecast – TM1. Expand the Report and select “Demand Forecast Chart”. Drag this object into Workspace.

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Add a filter to the workspace

__1. Click the Tools menu and select Value Filter.

__2. Drag a “Value Filter” and select to Filter on Regions.

__3. Notice how all the widgets are filtered on the page for this new filter.

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Add TM1 Cube to the workspace

__1. Add some planning content from TM1 by selecting PM Experience > Applications > Pricing Strategy. Drag this object to the screen.

__2. Under the “Price % Differential” field, change the prices to 10, 0, and -5 proportionately.

__3. Click the Demand Forecast chart, select the arrow menu option, and click Refresh. Notice how the data changes based on the planning modifications that were just done.

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1.5 Summary

In this workshop, you did the following:

● Familiarize yourself with the Workspace interface.

● Consume and interact with content within Workspace.

● Add additional content within the workspace.

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