Accelerate Report Migrations from Cognos to Power BI & Tableau

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Agenda• Introductions

• Report migration process

• Current inventory process

• Assess models

• Assess reports

• A better way?

• Live demo

• Senturus overview

• Additional resources

• Q&A

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Introductions

Steve Reed-Pitman

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Practice Lead Installations, Upgrades

and Optimization

Senturus, Inc.

Todd Schuman

Director of Enterprise Architecture

and Engineering

Senturus, Inc.

Poll

To which platform are you migrating?

• Power BI

• Tableau

• Other

• Not currently planning a migration

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Migration process

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Sample scenario

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•Run audit report to identify “most

used reports”

•Get “essential” reports into new

BI tool

•Locate reports

•Identify packages used for report

•Open/edit report to capture

report specs

Page Object Data Item Path

Page 1 List Customer Name [Sales Query].[Customers].[Customer Name]

Page 1 List Quantity Sold [Sales Query].[Sales].[Quantity]

Page 1 List Revenue [Sales Query].[Sales].[Revenue]

Page 1 List Year [Sales Query].[Time].[Year]

Page 1 List Month [Sales Query].[Time].[Month]

Page 1 List Sales Rep [Sales Query].[Sales Rep].[Sales Rep]

Page 1 List Region [Sales Query].[Region].[Sales Region]

Page 2 Crosstab Year [Sales Query].[Time].[Year]

Page 2 Crosstab Customer Name [Sales Query].[Customers].[Customer Name]

Report Name:

Location:

Package Name:

Package Location:

Top Customers

Team Content\Reports\Customers

Customers

Team Content\Packages

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Migration process

Create model

• Tables

• Joins

• Calculations

• Filters

• Business logic

• Business terminology

Create report/dashboard

• Pages

• Layout

• Data containers

• Queries

• Filters

• Calculations

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Inventory: assess current model

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FM model

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• Multiple layers

• Namespaces

• Data sources

• Parameter maps

• Packages

FM SQL and table relationships

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• Physical database

table names

• Relationships to other

tables

• Join keys

Inventory: assess current reports

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Report layout

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• Pages

• Queries

• Classes

• Variables

Report page

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• Multiple pages

• Multiple objects per

page• Lists

• Crosstabs

• Visualizations

• Maps

Query page

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• Multiple • Data/query items

• Calculations

• Aggregations

Data items

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• [Namespace]• .[Query subject]

• .[Query item path]

• Calculations

• Functions

Query filters

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• Filter objects in query

• Filter directly from the

package/model

• Hard coded or parameters

A better way?

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What if?

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• Report path location

• Summarized view of

each report• Number of pages

• Objects on pages

• What query is being

referenced

• Query overview

• Full [Namespace].[Query Subject].[Query Item] Path

• Aggregation property

• Filter details

• Data item lineage•Presentation to database layer details

What if?

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• Minimum tables

Required to rebuild

reports

• Details on table

relations found in

the FM model

• Skip/eliminate the extra objects in the model

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Quickly recreate reports

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Demo

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Migration Kickstart

• Collaborative engagement starting at two days

• Leverage Report Insights against all the reports

within one Cognos package

• Assistance with report creation on the target

platform based on Report Insights output

• Includes software setup, consulting and

mentoring

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The authority in business intelligence

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Exclusively focused on BI,

Senturus is unrivaled in its

expertise across the BI stack.

Decisions and actionsBusiness needs

Bridging the data and decisioning gap

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Analysis-ready data

Full spectrum BI services

•Dashboards, reporting and visualizations

•Data preparation and modern data warehousing

•Hybrid BI environments (migrations, security, etc.)

•Software to enable bimodal BI and platform migrations

•BI support retainer (expertise on demand)

•Training and mentoring

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Senturus Analytics Connector

•Lets Power BI and Tableau tap directly into the data in

Cognos

•Perfect for bi-modal and transitional environments

•https://senturus.com/products/analytics-connector/

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A long, strong history of success

•19+ years

•1300+ clients

•2500+ projects

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Expand your knowledge

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Find more resources

on the Senturus website:

senturus.com/senturus-resources

Upcoming events

•Accelerating Deployment of Power BI Datasets & Reports

• Can Microsoft’s new deployment pipeline feature help?

• Thursday, Aug 27, 2020, 11am PT/2pm ET

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Complete BI training

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Instructor-led online courses Self-paced learning

MentoringTailored group sessions

Additional resources

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Insider viewpointsTechnical tipsUnbiased product reviews

Product demos Upcoming eventsMore on this subject

Q & A

•If your question or issue

is broader than what we

are able to answer today,

contact us at:

• info@senturus.com

•and we will set up a

free consultation.

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© 2020 by Senturus, Inc. This presentation may not be reused or distributed without the written consent of Senturus, Inc.

www.senturus.com 888 601 6010 info@senturus.com

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