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© 2014 IBM Corporation

Enabling Foundational Self-Service with

Cognos Business Intelligence V10.2.2

Stefan Constantinides, [email protected]

© 2014 IBM Corporation2

IBM Cognos Business Intelligence V10.2.2Enabling Foundational Self-Service

Speed deployment to enable foundational self-service

Streamline the report creation process to save time and make

authors more efficient

Empower more users with increased personalization and more

targeted capabilities


Speed deployment to enable

Foundational self-service


Targeted profiles will engage even more users and

make them more self-sufficient

Views based on skill

and required

functionality

Enables more users to

be Self-Sufficient

Customize profiles in

Report Studio &

Workspace Advanced


Use ‗quick set-up‘ to easily install & configure all

Cognos BI components for testing and prototyping


Increase confidence by managing security at the individual

user level in multi-tenant deployments


Leverage high performing Dynamic Cubes by quickly

migrating existing Framework Manager models


Proactively plan your upgrade using the

Cube Designer Hardware Sizing Guide


Support users with a broad range of disabilities with broadened

accessibility

US Section 508 Compliant,

from modeling through to

authoring

Produce fully accessible,

compliant reports.

Supports assistive

technologies


Conformance Updates

Application Server

SAP NetWeaver Application Server 7.4

Content Store

DB2 for z/OS 11

Microsoft SQL Server 2012 R2

Microsoft SQL Server 2014

Portal Servers

WebSphere Portal 8.5

Liferay Portal

Security Libraries

GSKit

Web Servers

Apache HTTP Server 2.4

Microsoft Internet Information Services 8.5

Datasources

Cloudera Impala 1.3

Netezza 7.1, 7.2

DB2 for i5/OS 7.2

TM1 10.2.2

InfoSphere BigInsights 2.1, 3

Apache Hive 0.11, 0.12

Microsoft SQL Server 2012 R2, 2014

Microsoft SQL Server Analysis Services 2012 R2,

2014

MySQL 5.7

PostgreSQL 9.3, 9.4

Teradata 15

Drivers

JT400 JDBC driver (DB2 iSeries)

Mobile

iOS8

Android 4.4


Streamline the report creation

process to save time and make

authors more efficient


Build a report once and create a consistent corporate

identity with reusable style templates

Define Styles for

standardized reporting

Simplify Report

Maintenance by

Updating Styles Once

Create Templates for

groups to provide a

starting point


Leverage the new visualization capabilities and customize

them directly in Report Studio

Extensible visualization properties are exposed in Report Studio & Workspace Advanced

Extensible visualization data slots are now flexible, use only those that you need.


See changes to your reports in real-time and speed

authoring with Active Report Live Preview

View Active Report

Content in Report

Studio Directly

Change Layout to

Match Device Output

or Custom

Make Formatting

Changes Directly in

Preview Mode


Empower more users with

increased personalization

and targeted capabilities


Quickly upload and easily model personal data sources

for end-to-end analysis with My Data Sets

Upload CSV, XLS, XLSX, and create reports and dashboards

Manage uploaded data files without IT

Administrators can define who has privileges

Data in a CSV or

Excel File

Upload to Cognos

BI

Simple Modeling

Author Reports


YOU CAN THROUGH COGNOS BI 10.NEXT

Filter related widgets

by selecting values

Create interactive

dashboards for easy

analysis

Define custom buttons

that specify a filter

action

Quickly focus your analysis by using Dynamic Filters in

Cognos Workspace


Learn more about these exciting innovations

at www.AnalyticsZone.Com

See the new features in action

Read blogs on key topics from product experts

Test drive a trial version of Cognos BI V10.2.2

Let us know what you think!

1. „Sign up‟ or „Sign in‟ to www.AnalyticsZone.Com

2. Click on Downloads and Trials and select “Business Intelligence” on the menu

http://www.analyticszone.com/

http://www.analyticszone.com/


Foundational Business Intelligence

for the Enterprise

Support for multiple data sources

and operating environments with

customizable visualizations

A known and trusted analytics

foundation

Provides a baseline of information

to feed Watson Analytics across

one integrated and supported

environment

Value and Trust

Cognos Business IntelligenceFoundational Self-Service

Cloud-based agile analytics for

business users

Guided flexible exploration with

cognitive computing and

automated visualization selection

Automated discovery of

combinations

and permutations of data providing

new answers

A standardized gateway to

maximize

Business Intelligence value across

the Enterprise

Revolutionize how your business transforms data into meaningful insights

IBM Watson Analytics & Cognos Business Intelligence

Exploration and Innovation

Watson AnalyticsIndividual Self-Sufficiency


DemonstrationsCognos 10.2.2

Stefan Constantinides

[email protected]


Cognos Disclosure Management (CDM)Introduction

Stefan Constantinides

[email protected]


CDM Deployed at Amazon

HUGE time saver!!!– Now with using CDM it takes 5 minutes to generate the monthly executive level report

that used to take a minimum of 3 hours to cobble together.

CDM is rapidly becoming irreplaceable at Amazon.

– One of the Amazon team described it to me as something as essential as turning the

lights on.

How?


Contributors

Approvers

Report

Consumers

Reviewers

Document

Managers

Consolidations

ERP

Data Warehouse

OLAP

• The template forms

are replicated across

many solo and group

entities.

• Complicated /

extensive XBRL

requires forensic

review and validation.

• Data sources may not

be synchronised but

all templates need to

tie out with one

another.

• Every instance must

change when the

source changes.

Enterprise

Data Sources

Specific and underlying reporting problems

Modelling Engine

Risk Management

The Collaborative Problem• Documents and information are shared on a

network drive or passed around via email, text

messages, notes or yellow sticky pads

• No version control to coordinate contributions to

the report

• No approval process or audit trail to ensure

consensus of one version of the truth

• No visibility or control over the process or

sources of information

The Cut and Paste Problem• Reports are disconnected from their sources

• Last minute changes to actual results, budgets or

forecasts drive extensive rework

• Data integrity can be compromised

• Iterative change and control process complex to

coordinate and time consuming

The ―What Changed‖ Problem•Executives want to understand the updates from

the previous presentation.

•FP&A wants control over the reporting process.

•What happens if a change was made incorrectly?

•Who made what changes and why?

The ―Do it Again‖ Problem•Every month means all reports need to be

updated to reflect the current period

• Title pages

• Date references in text

• Narrative comments

• Dates that drive the data reported

• Data reported


IBM CDM

Leverages Existing tools in Use;

Word, Excel, etc.

Reports directly integrated with data

sources so they can be rolled forward.

Master documents can be cascaded.

Changes dynamically updated in

reports eg numbers within text

Provides a powerful multi-user,

collaborative environment

Workflow and version controls deliver

process transparency

Evidence of compliance, report

validation, access control and audit

trails reduce operational risk

Reports driven from a single, secure

database so stakeholders and

consumers get a consistent view

Multiple output formats

Integrated XBRL taxonomy, XBRL

validation and pre-tagged template

reports

Consolidations

ERP

OLAP

Data Warehouse

Contributors Document

Managers

Reviewers

Compliance

Checklists

Business

Rules

Security

Stakeholders

Consumers

EDGAR

Modelling Engine

Risk Management

How IBM Cognos Disclosure Management (CDM) addresses the problems


Abundance of

reports and

changing

requirements

Manual

time-consuming

processes

High Risk of

errors1 2 3

SOURCE: The Hackett Group

Organizations are relying on outdated tools and processes to

meet mandated reporting requirements

According to 43% of banking CFOs, there are current system limitations due to sub-optimal systems and processes


What We Deliver!

Instead of navigating

gaps in the production

of recurring reports

over and over again

Employ a

repeatable

process

Instead of manually

piecing together

Microsoft Word,

Excel and

PowerPoint files

Streamline report

assembly

Instead of

interpreting ―just

read‖ data, get to

understanding right

away

Make better decisions


Management

reports

External and

regulatory

reports

Internal

reportsClose,

consolidate

and report

Worldwide

tagging

Time is spent on low-value work (data/text, copy/paste, editing, validation)

Limited time for specialists to make insightful decisions

Slow, manual, recurring process

Facts within reports can be out of date before the report even published

No compliance or controls during the process

Recurring, multi-author reports create the same problems


Cognos Disclosure Management (CDM) solution features

• Replace tools and manual processes with a proven reporting solution used by

300+ customers worldwide

• Filing packages provide all the templates and XBRL connectivity that you need

• Familiar MS Office interface for ease of use

• Reduce the risk of errors with strong data integration

• Built in workflow plus full audit trail provides visibility and transparency

• Reports cascading for easier reporting of multiple subsidiaries

• Rollover capabilities reduce reporting for future cycles and provide an easy

transition between periods and mandate versions

IBM Customers that use CDM to meet mandated reporting requirements save time,

gain control and governance over the process and reduce the risk of errors.


Regulatory / Public Affairs

Marketing & Customer Management

Product Line P&L‘s

Campaign Effectiveness

E-Commerce Metric Analytics

Sustainability/GRI Reporting

Human Resources

Benefits—Employee Comms.

Headcount Reporting

EEOC Compliance Reporting

Pension Administration

Supply Chain/Procurement

Supply Chain Optimization

Vendor Performance

Materials Hedging Reports

Supply Chain Performance

Union Compliance Reports

Factory Safety Reporting

Employee Skills Inventory

Finance and Accounting

Operations

Month & Quarter-End

Management Reports

SEC Filings – 10K, 10Q, 20F

External Reporting

Internal Reporting

Board Books

Business Unit Performance

Management Presentations

Performance or Pay –Employee Reporting

Press Releases

Industry Mandated

Profitability Analytics –Customer, Geo, Channel ++

Annual Report

Purchase Variance Analysis

Pubilc Sector -- CAFR

LifeSci – Clinical Trials Reports

Healthcare – FDA Compliance

Utilities/Energy -- FERC

FinServ – Basel I, II, III

FinServ – Dodd-Frank

FinServ – SEC, FINRA, etc.

Use Cases for Cognos Disclosure Management (CDM)

IT Systems & Operations

Security & Compliance Management

License Deployment Reports


Easy transition between periods and mandate versions

Proven solution with 300+ customers worldwide

Intuitive error correction

Built-in workflow plus full audit trail

Streamlined assembly of mandated reports

Strong data integration links templates directly to

datasources

Key features and benefits• Full set of Pre-tagged EBA templates directly produces the required XBRL output• Automation to reduce costs and human error, and improve speed• Controls, workflow, audit trail and transparency into each step of the reporting process• Rollover capabilities reduce reporting process for future cycles• Increase ROI – manage wider report production

Key IBM capabilities Management, performance,

regulatory and compliance reporting

IBM Cognos Disclosure Management summary- A Comprehensive Report Lifecycle Tool

Fast and focused validations beyond the EBA requirements


Why IBM?

Way more than a point solution for a single pain or mandate

Enhanced integration and workflow

Data integration with various data sources (including business intelligence [BI], Performance management [PM] and existing spreadsheets) maintaining data lineage for controlled updates

Report lifecycle management and governance

Industry analysts report favorably on IBM

Plus, if required:

–Tagging functionality (for example, XBRL)

–EDGAR Conversion for SEC filing

–XBRL—analytics and auditing functionality

–Proven, parameter-driven financial consolidation