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© 2013 IBM Corporation Cognos BI Business User Authoring Analysis and Query Studio to Workspace Advanced

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Page 1: Cognos BI Business User Authoring - Nor Cal Cognos Users · PDF fileCognos BI Business User Authoring ... Analysis Studio, Order method is maintained in the crosstab. Currently, in

© 2013 IBM Corporation

Cognos BIBusiness User Authoring

Analysis and Query Studio to Workspace Advanced

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© 2013 IBM Corporation

Support & Variances in Applications

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10.2.2 will be last release that will support Analysis and Query Studio. It

will be support until 2019 with 3 additional years at a charge.

Feature Query Studio Analysis StudioWorkspace Advanced

Ad hoc reporting X XAd hoc analysis X XBasic charting X X XAdvanced charting & Visualizations XBasic filtering X X XAdvanced filtering XBasic calculations X X XAdvanced calculations XProperties pane XExternal data XFreeform design XMultiple Queries per Report X

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© 2013 IBM Corporation

IBM Cognos Workspace Advanced

Key Capabilities

More functionality for power users to perform analysis and exploration directly from Cognos Workspace

One place for all reporting (OLAP, Relational, Financial)

Bridge gap between power users and professional report authors

Integrate external data for filtering and/or supplementary data

Compatibility with Report Studio

Benefits

Improve business agility through timely access and richer insights into information

Greater user satisfaction through improved self-service

Lower IT costs by offloading information requests while maintaining proper IT governance

What is Cognos Workspace Advanced?

Ad-Hoc Query and Analysis interface for business users

Provides a consistent, simplified, and rich interface for self-service reporting and analysis

3 Cognos Workspace Advanced

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© 2013 IBM Corporation

Business Drivers for Cognos Workspace Advanced

Use Cases and Examples

Single interface for Ad Hoc Query and Data Exploration

Easy and intuitive drag-and-drop interface to quickly create ad-hoc queries

Analyze data (calculations, drill, filter, pivot, top/bottom count, etc.) from same interface

More flexibility format, layout, and distribution

Leverage multiple queries and objects, more flexibility with charts and lists/crosstabs,

improved formatting and layouts

Integration with Cognos Workspace

Perform in-context analysis directly from Workspace without needing to jump to a studio and start from scratch

Integration with Report Studio Professional

Leverage other resources, like report writers, to augment and enhance ad-hoc reports and

analysis

4 Cognos Workspace Advanced

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© 2013 IBM Corporation

Report Studio

Query

Studio

Analysis

Studio

Available in Cognos v8.x and v10.x

Cognos v10.2

Report Studio

Cognos

Workspace

Advanced

Cognos

Workspace

TM1 SPSS RTM

* New

* New

Cognos Connection

Data Sources

5 Cognos Workspace Advanced

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© 2013 IBM Corporation

General appearance – Cognos Workspace Advanced

Toolbar

Report Design

Properties

Toolbox

Data Items

6 Cognos Workspace Advanced

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© 2013 IBM Corporation

Templates for List, Crosstab, or Financial style reporting

Built-in templates to support relational or dimensional reporting

7 Cognos Workspace Advanced

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© 2013 IBM Corporation

Key concepts: Drop zones and nesting

Crosstab edge cells have four drop zones: one on each side, one at the top of the cell, and one at the bottom of the cell.

Use the crosstab drop zones to add data items as parents, peers, or children of other items in the crosstab.

Add Sales Territory as a peer of Product line

Add Sales Territory as a child of Product line

8 Cognos Workspace Advanced

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© 2013 IBM Corporation

Ad-Hoc Query and Reporting Capabilities

The User Interface exposes the most commonly used controls needed for building a

report including business view of data, formatting objects and properties.

9 Cognos Workspace Advanced

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© 2013 IBM Corporation

Standard filtering

User customizeable filters bring values from Excel or other sources (paste values

into keywords)

Ad-Hoc Query and Reporting Capabilities (cont’d)

Cognos Workspace Advanced10

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© 2013 IBM Corporation

Cognos Workspace Advanced reports output reports to a variety of format

Ad-Hoc Query and Reporting Capabilities (cont’d)

Cognos Workspace Advanced11

Note: Excel formats can be opened in Excel 2010

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© 2013 IBM Corporation

Cognos Workspace Advanced report data can also be copied directly into Excel

via Copy/Paste

Ad-Hoc Query and Reporting Capabilities (cont’d)

Cognos Workspace Advanced12

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© 2013 IBM Corporation

Analysis and Data Exploration Capabilities

Drilling

Filtering

Suppression

Sorting

Summarization

Calculations

Nesting

Additional Exploration

– Members exploration

(exclude, move, replace,

expand, collapse, and

create)

– Top/bottom count

Support for wide variety of common analysis gestures

13 Cognos Workspace Advanced

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© 2013 IBM Corporation

Expanded toolbox

Query calculations

Layout options

– Crosstab spacing

– Blocks

– Table (for custom layouts)

Text items

Page numbers

Report production date and time

14 Cognos Workspace Advanced

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© 2013 IBM Corporation

A wide range of chart types and visualizations

Selecting an appropriate visualization and chart allows users to quickly identify patterns and understand context

Includes visual recommendations

15 Cognos Workspace Advanced

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© 2013 IBM Corporation

Formatting and layout control

Font control and alignment

Table, layout, and border controls

Conditional formatting

Alignment

Headers and footers

Object properties (Chart, Crosstab, and Lists)

16 Cognos Workspace Advanced

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© 2013 IBM Corporation

Supplement your enterprise data with external sources or personal data file

–Need to combine financial targets and forecasts from spreadsheets with

actuals

Import external data from Text, Excel, Comma-separated, or XML files

Creates new package with links between data items in your file with existing

Enterprise package (either relational or dimensional sources)

Provide more flexibility for IT to allow users to leverage all of their data

–Alternative for one-off requests to augment or create new datamarts

–User controlled, no IT involvement

Wizard-driven mapping process

Capability can be secured

18 Cognos Workspace Advanced

Supplement with External Data

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© 2013 IBM Corporation

Integration with Report Studio

Report Studio is for advanced report authoring Cognos Workspace Advanced leverages the same underlying definition as Report

Studio

Extends the Cognos Workspace Advanced capabilities

Cognos Workspace Advanced Report Studio

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© 2013 IBM Corporation20

Solution demonstrationCognos Workspace Advanced

Cognos Workspace Advanced

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© 2013 IBM Corporation

One place for everything users no longer need to take into

account the type of underlying data source or package (e.g., OLAP

vs Relational) before selecting a working environment.

More functionality for power users empowers them to create

complex, rich, professional looking reports without the complexity

of Report Studio

Bridging gap between power users and professional report

authors - general user experience of CWA is reflective of the

Professional Authoring environment positioning it as a natural and

intuitive stepping stone to Report Studio

Integrating external data - ability to upload and integrate local

data from user’s own spreadsheets on-the-fly and merge it with

data from existing packages

Compatibility with Report Studio - cross compatibility between

reports developed in the two environments

Cognos Workspace Advanced – Highlights

21 Cognos Workspace Advanced

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© 2013 IBM Corporation

10.2.2

• Upload a spreadsheet and use that as a data source and it becomes a package and

then use Workspace Advanced to analyze!

• Targeted profiles https://www.youtube.com/embed/eTimvb1EfCc

• Dynamic Cubes Use Framework Manager https://www.youtube.com/embed/XedkpUTPoEc

• Cube Designer Hardware Sizing Guide https://www.youtube.com/embed/ko0B0ycpW10

• Preview active report mode in report studio https://www.youtube.com/embed/6KnNHJ2lINs

• Customize Visualizations in Report Studio https://www.youtube.com/embed/Gz9CQoeryuA

• Master filter button in workspace https://www.youtube.com/embed/MF577gZ9Rt4 and https://www.youtube.com/embed/eYdLIhN2ii8

• Quick set-up Install & configure https://www.youtube.com/embed/nqnBqQ6yxP8

• Many others…

– Extend visualizations- polar, tornado, marimekko,

– Extend mobile support

– Simplified install with DB2Blu

– Multi Tenancy ease of use

– Mobile app integration with Good Technology (MDM)

– Section 508 Compliance from modeling through deployment

– Reusable Style Templates

– Dynamic Filters in Cognos Workspace22

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© 2013 IBM Corporation

Query Studio to Workspace Advanced Gaps

While Workspace Advanced has most of the capabilities of Query Studio, we are aware

that the some critical capabilities are still missing. These are the gaps we are intending

to fill in the next release:

• Page header special text (Filter, sort and suppression text)

• Templates with page header , footer and special text support

• Filter attributes on lists

• Drill through from Cognos Workspace Advanced

• Filter on group summaries

• Number of days filter

• Aggregate options: Ranking Median, Standard Deviation, Variance, Count Distinct, Calculated

and None in Calculation dialog.

• Filter on custom groups

• Framework Manager prompt information properties

Query Studio asset will be editable in Workspace Advanced and will yield an excellent

result - that is, it would look and behave the same and be maintainable.

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© 2013 IBM Corporation

Analysis Studio to Workspace Advanced Gaps

We are aware that the some critical capabilities are still missing. These are the gaps we are expecting to fill in the

next release:

Independent drill with nested or stacked edge items*

Move replaced edge items to the context bar to retain the current context**

Many arithmetic functions such as rank( ).

Page header special text (Data Source Name or PowerCube Build Date)

* A very simple use case. A crosstab with Product line and Order method nested on the rows. Drill down on Product line. In

Analysis Studio, Order method is maintained in the crosstab. Currently, in Cognos Workspace Advanced, Order method is

dropped from the crosstab. The Analysis Studio behavior is correct and needs to be replicated.

** A simple use case. A crosstab with Product line on the rows. Drill down on Camping Equipment. Drag Order method into the

crosstab to replace Order method. Analysis Studio will move Camping Equipment to the Content Bar to retain the context.

Currently, Cognos Workspace Advanced does not so the context is lost. The Analysis Studio behavior is correct and needs to

be replicated.

Customers have indicated these items are not critical and therefore we are not intending to fill these gaps in the next

major release:

More, subtitle in/excluded

Linked chart and crosstab

Switch between chart and crosstab

Show attributes

Expand/collapse are member operations rather than set operations

Glossary

We are not intending that users edit existing analysis assets in Cognos Workspace Advanced.

Rather, users will be able to run all existing Analysis Studio assets from the portal and create new

analyses as required.

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© 2013 IBM Corporation

Q&A

Q. Formal deprecation?A. Yes. Announced in the IBM Cognos Business Intelligence V10.2.2 Announcement Letter posted 7 Oct 2014.

Q. How long will IBM Cognos Business Intelligence 10.2.2 be supported?A. Until at least October 2018.

Q. Will Query Studio and Analysis Studio be available in any release after IBM Cognos Business Intelligence 10.2.2?A. No, IBM Cognos Business Intelligence 10.2.2 is the last release with these studios.

Q. What guidance do we give Query Studio and Analysis Studio users?A. Existing content is executable via Cognos Connection or Cognos Workspace.

Q. Should I be moving my users to Cognos Workspace Advanced now or wait for a future (post 10.2.2 release)?A. Depends. Workspace Advanced is a good landing zone for Query Studio users. Analysis Studio users may

find more substantial gaps in Workspace Advanced but should use it for any new analysis.

Q. Will Workspace Advanced provide the same user experience as Query Studio and Analysis Studio?A. No. Future Workspace Advanced development will focus on providing an efficient, modern interface in which

users can perform both query and analysis.

Q. Can my users move existing saved queries and analyses to Cognos Workspace Advanced?A. Yes, but this is may not be best route forward as Cognos Workspace Advanced and the other studios are

very different, especially with Analysis Studio. We recommend creating new content in Cognos Workspace Advanced. Existing content will always be preserved, but will serve best as heritage content which can be run and consumed but may be overly challenging to modify.

https://www-304.ibm.com/connections/blogs/basupportlink/entry/query_studio_and_analysis_studio_deprecation?lang=en_us

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