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Maximize the Value of Business Intelligence with IBM Cognos v10 -- Hands-on, from Start to FinishThis easy-to-use, hands-on guide brings together all the information and insight you need to drive maximum business value from IBM Cognos v10. Long-time IBM Cognos expert and product designer Sangeeta Gautam thoroughly illuminates Cognos BI v10's key capabilities: analysis, query, reporting, and dashboards.Gautam shows how to take full advantage of each key IBM Cognos feature, including brand-new innovations such as Active Reports and the new IBM Cognos Workspace report consumption environment. She concludes by walking you through successfully planning and implementing an integrated business intelligence solution using IBM's best-practice methodologies. The first and only guide of its kind, IBM Cognos Business Intelligence v10 offers expert insights for BI designers, architects, developers, administrators, project managers, nontechnical end-users, and partners throughout all areas of the business-from sales and marketing to operations and lines of business. If you're pursuing official IBM Cognos certification, you'll also find Cognos certification sample questions and information to help you with the certification process.Coverage Includes* Understanding IBM Cognos BI's components and open, extensible architecture* Working with IBM Cognos key "studio" tools: Analysis Studio, Query Studio, Report Studio, and Event Studio* Developing and managing powerful reports that draw on the rich capabilities of IBM Cognos Workspace and Workspace Advanced * Designing Star Schema databases and metadata models to answer the questions your organization cares about most* Efficiently maintaining and systematically securing IBM Cognos BI environments and their objects* Using IBM Cognos Connection as your single point of entry to all corporate data* Building interactive, easy-to-manage Active Reports for casual business users* Using new IBM Cognos BI v10.1 Dynamic Query Mode (DQM) to improve performance with complex heterogeneous data* Identifying, exploring, and exploiting hidden data relationships* Creating quick ad hoc queries that deliver fast answers* Establishing user and administrator roles
Contents
Foreword xxxiPreface xxxiiPART I1Chapter 1 Introduction to Business Analytics and Business Intelligence 3Business Analytics 3Actionable Insights Help Answer Business Critical Questions 4Business Analytics and Optimization 5How Business Intelligence Fits in Business Analytics? 7Introduction to Business Intelligence 7Transactional System Versus Data Warehouse or Data Mart 9Requirements for Building a Data Warehouse or Data Mart 11Why Use IBM Cognos Business Intelligence Version 10? 11Freedom to Think 12Connect with Others 12Simply Do 13Who Can Use IBM Cognos BI? 13Chapter 2 IBM Cognos 10 BI Architecture and Components 15Open Architecture 15Supported Operating Systems 15Supported Data Sources 16Global Audience 16Locales 16Extendibility 17Dynamic Query Mode 17IBM Cognos Security Model 18IBM Cognos BI Multitiered Architecture 18Tier 1: Web Server 19Tier 2: Application Tier 20Tier 3: Data Tier 24Examine IBM Cognos BI Components and Studios 24Explore the IBM Cognos BI Windows Interface 26Cognos Insight 29Explore the IBM Cognos BI Web Components 29Additional New Features and Enhancements in IBM Cognos BI v10 33IBM Cognos Active Report 33IBM Cognos Analysis for Microsoft Excel 34IBM Cognos Collaboration 34IBM Cognos Mashup Service 35IBM Cognos Mobile 36IBM Cognos Real-Time Monitoring 36IBM Cognos Statistics 37IBM Cognos for Microsoft Office 37External Data 38Content Archival 38IBM Cognos Dynamic Cubes 39Multiple Tenant Environments 39Platform Enhancements 39IBM Cognos Lifecycle Manager 39IBM Cognos Data Manager 40IBM Cognos Virtual View Manager 40Integration with SharePoint 2010 40Globalization: Multilanguage Support 40In a Nutshell: Reviewing by IBM Cognos BI Audience 41Architect Perspective 41Project Manager Perspective 42Business Analyst Perspective 42Developer Perspective 43End-User Perspective 43IBM Cognos BI Administrator Perspective 44Chapter 3 Explore IBM Cognos Connection 45IBM Cognos Connection Overview 45Security in IBM Cognos Connection: Roles and Responsibilities 46Cognos Reports 47Working with Cognos Reports 47IBM Cognos Connection User Interface 48Explore IBM Cognos Connection 50Getting Ready 59Examine Options in the Actions Column 60Set Properties 60Run with Options 66Open with Report Studio 67Create Report View 68Schedule 69More... 72My Inbox 76Steps to Create a New Task 77Notifications 79My Watch Items 82Set Up Alerts on Saved HTML Report 82Enable Watch Rules for a Report 83Add Comments on Saved Reports 88My Preferences 89General Tab 89Personal Tab 92Portal Tabs 93My Activities and Schedules 98Current Activities 98Past Activities 99Upcoming Activities 99Schedules 99Create a New Job 100Globalization 101Skin Management 101In a Nutshell: Reviewing by IBM Cognos BI Audience 102Architect Perspective 102Project Manager Perspective 102Business Analyst Perspective 103Developer Perspective 104End-User Perspective 104IBM Cognos BI Administrator Perspective 105PART II: WORKING WITH IBM COGNOS STUDIOS 107Chapter 4 Analysis Studio 109Launch Analysis Studio 109Analysis Studio High-Level Interface 109Application Menu 111Toolbar Options 112Dimensional Data 113Data Analysis Techniques 114Swap Rows and Columns 114Replace Measures 114Sorting Rows or Columns 114Replace Row and Column Values 115Nest Rows and Columns 115Switch the Nesting Sequence 116Drill Down 116Nested Values from Different Dimensions 117Nested Values from Same Dimension 118Change the Display of Measures 119View Chart and Crosstab Together 120Run Reports 120Create Summary Calculations 121Create Item-Based Calculations 121Working with Sets 122Detail-Based Set 122Custom Sets 122Selection-Based Set 123Apply Filters 124Steps to Apply Context Filters 124Exclude 125Hide Rows and Columns 125Keep 126Rank 126Hold Current Context 126Top or Bottom 127Suppress 128Working with Subtotals 129User-Defined Filter 130Combine User-Defined Filter 130Drill-Through 131Working with Crosstabs 132Stacked Crosstabs (Union Set) 132Stacked Column 133Asymmetric Crosstabs 133In a Nutshell: Reviewing by IBM Cognos BI Audience 133Architect Perspective 134Project Manager Perspective 134Business Analyst Perspective 134Developer Perspective 135End-User Perspective 135IBM Cognos BI Administrator Perspective 136Chapter 5 Query Studio 137Launch Query Studio 137Query Studio High-Level Interface 138Insert Data 138Edit Data 139Change Layout 140Run Report 141Manage File 142Report Types 144Relational Style 144Dimensional Style 145Open an Existing Report 146Create a List Report 147Steps to Create a Report 147Run the Report 148Steps to Run the Report 149Change Layout 150Page Breaks 151Create Sections 151Create a Crosstab Report 152Create Filters 154Remove Filters 155Create a Complex Filter 156Summarize Report 158Sort Data 158Create Calculations 159Steps to Create Calculations 159Define Custom Groups 161Create Charts 163Define Conditional Styles 164In a Nutshell: Reviewing by IBM Cognos BI Audience 166Architect Perspective 166Project Manager Perspective 167Business Analyst Perspective 167Developer Perspective 168End-User Perspective 168IBM Cognos BI Administrator Perspective 169Chapter 6 IBM Cognos Active Report 171Key Features of Active Reports 171Targeted Active Report Users 172Active Report for End Users 172Prerequisites for Consuming Active Reports 173Data Selection Options When Using an Active Report 173Active Report Security 174Active Report Consumption 174Run Active Report 174Download Active Report for Offline Consumption 175Active Report for Report Authors 176Creating an Active Report 176Reusing an Existing Report Studio Report to Build an Active Report 177High-Level Active Report User Interface 177Basic Components in Building an Active Report 179Connecting Controls 182Toolbox Tab Items 184Download Active Report as a Report Author 187Becoming Familiar with Active Report Toolbox Items 187Data Drop-Down Lists 200Hiding/Showing Columns in a Report 202Drill-Through Reports 204Bringing It All Together: Steps to Create an Active Report 205Debugging Options 211Additional Active Report Properties 211In a Nutshell: Reviewing by IBM Cognos BI Audience 212Architect Perspective 212Project Manager Perspective 212Business Analyst Perspective 213Developer Perspective 214End-User Perspective 215IBM Cognos BI Administrator Perspective 215Chapter 7 Event Studio 217Event Studio Capabilities 217Launch Event Studio 218Event Studio High-Level Interface 218Application Menu 220Toolbar Options 223Event Studio High-Level Tasks 224Define Event Condition 225Specify an Event Condition 226Create an Event Condition for a Cell or Intersect in a PowerPlay Cube 227Create Tasks 229Manage Task Execution Rules 235Preview 236Validate Agent 237Create Agent Views 238Steps to Create Agent Views 238Manually Run Agent 238Bringing It All Together... 240Create an Event Condition for a Cell in a PowerPlay Cube 240Schedule the Agent 243Steps to Schedule an Agent 243Monitor Agent Status 244Reset Event List 244Subscribe to Agent Notification Lists 244Set Permissions on Agents 244In a Nutshell: Reviewing by IBM Cognos BI Audience 245Architect Perspective 245Project Manager Perspective 245Business Analyst Perspective 246Developer Perspective 247End-User Perspective 247IBM Cognos BI Administrator Perspective 248Chapter 8 IBM Cognos Workspace 249Cognos Workspace Audience/Users 250Cognos Workspace User Interface 252Content Pane 256Tabbed Workspace 256Global Area 258Information Bar 258Widget Actions Menu 259On Demand Toolbar 259Explore Application Bar Options 260Explore Additional Options on the Application Actions Menu 268Widgets and Widget Types 270Content Widgets 270Active Report Content 274Toolbox Widgets 274Explore the Widget Actions Menu Options 282Widget Toolbar Options 284Bringing It All Together-Build Your Own Workspace 285Working with the Tabs 285Implementing Drill Down/Drill Up in a Report 291Adjusting Layout and Style... 292Editing Workspace Style... 292Adding a Widget Title 294Sorting Data 294Filtering Data 295Adding Comments/Annotations 297Changing Display Type 298Adding Calculations 299Grouping/Ungrouping Data 300Adding a Select Value Filter Widget to the Workspace 301Adding a Slider Filter to the Workspace 303Adding a Chart to the Workspace 305Changing Display Type and Visual Recommender 306Sorting Values in a Chart 308Filtering Data in a Chart 308Drilling Up and Drilling Down in a Chart 309Controlling Widget-to-Widget Communications 310Do More... 311Steps to Enhance a Chart Using Do More... 311Advanced Techniques 313Legacy Go!Dashboard Users 317Multilingual Support Using Cognos Workspace 318Integrating Content into Cognos Workspace 318In a Nutshell: Reviewing by IBM Cognos BI Audience 319Architect Perspective 319Project Manager Perspective 320Business Analyst Perspective 321Developer Perspective 322End-User Perspective 323IBM Cognos BI Administrator Perspective 324Chapter 9 IBM Cognos Workspace Advanced 325Cognos Workspace Advanced Audience/Users 326Data Sources and Content 326Launching Cognos Workspace Advanced 327Working with Cognos Workspace Advanced Packages and Reports 327Reporting Styles and Layouts 329Reporting Styles 329Relational Style 329Dimensional Style 330Report Layouts 332Opening an Existing Report 333Exploring the Cognos Workspace Advanced User Interface 333Properties Pane 338Toolbox Tab 339Standard Toolbar Options 341Creating a New Report 343Working with Relational Style Reports 344Steps to Create a New Report 344Modifying Item Properties 345Group/Ungroup Data in the Report 346Displaying Summary in a Grouped Report 347Creating Custom Groups 348Creating Sections 350Creating Calculations 351Creating Custom Calculations Using Query Calculation from Toolbox 353Formatting Report Data Using the Properties Pane 355Style 357Filtering Data 359Inserting a Chart in Your Report 365Using the Page Layout Option 367Swapping Rows and Columns 368Suppressing Empty Cells in a Report 369Enabling/Disabling Page Header and Footer 370Running Reports 371Drill Options 372Using the Pivot List to Crosstab Option 373Summarizing Report Data 374Showing Content When No Data Is Available 375Sorting Report Data 376Lineage 378Working with Dimensional Style Reports 379Creating a Dimensional Report 379Nesting Rows 382Nesting Columns 383Replacing Current Row/Column Values 384Suppressing Empty Cells 384Filtering Data 385Inserting Children 388Explore 389Style 402Run 402Tools 402Summarizing Data in a Dimensional Report 403Group/Ungroup 404Inserting Calculations 405Pivot List to Crosstab 405Section/Unsection 405Automatically Create Crosstab Headers for Sets 406Table Style Inheritance 407Copying Cognos Workspace Advanced Data to Excel 409Swap Rows and Columns 409Insert Chart 409Page Layout 410Create Page Layers 410Working with External Data 411Publishing the Package 414Creating a New Report Using External Data Package 419Editing External Data 420Deleting External Data 420Lineage Information for Data Items 420Drill-Through Options 420Financial Reporting 421Working with Charts 422Chart Types 422Chart Objects 425Creating a Chart 426Creating a Dashboard Report 428Choosing Report Style: Cognos 8.x or Cognos 10.x 430In a Nutshell: Reviewing by IBM Cognos BI Audience 430Architect Perspective 430Project Manager Perspective 431Business Analyst Perspective 431Developer Perspective 432End-User Perspective 433IBM Cognos BI Administrator Perspective 434Chapter 10 IBM Cognos Report Studio 435Launch Report Studio 435Templates 436Report Studio User Interface 437Application Menu 438Standard Toolbar 440Style Toolbar 440Work Area 440Insertable Objects pane 440Explorer Bar 441Properties Pane 441Creating a Simple Report 441Running Reports 442Report Building Techniques 443Steps to Creating a Report 443Building Crosstab Reports 452Steps to Create a Crosstab Report with Unrelated (Discontinuous) Data 452Creating Calculations 454Steps to Create Query Calculation 455Filters and Summaries 458Detail Filters 459Summary Filters 462Conditional Highlighting 464Prompts and Parameters 466Creating Prompts Using Parameters 468Creating Value Prompts 469Creating a Cascading Prompt 471Queries 473Conditional Blocks 477Drill-Through Reports 479Drill-Through from a Report 479Drill Through from a Package 483Burst Reports 485Burst Reports Step 1: Identify and Define Burst Recipients 485Burst Reports Step 2: Specify Burst Group 486Burst Reports Step 3: Set Burst Options in Report Studio 486Burst Reports Step 4: Enable Bursting in Cognos Connection 487Steps to Burst a Report 487Working with Charts 489Steps to Create a Column Chart 490Exploding a Pie Slice in a Pie Chart 493Summarizing Small Items 496Bullet Charts 497External Data 499Working with Dimensional Reports 499Understand Members, Member Unique Names, Sets, and Tuples 499Working with Set Functions 500Filtering Dimensional Data 501Filter Using Prompts 504Commonly Used Dimensional Functions 505Drill-Through Reports 506Maps 509Steps to Create a Map Report 511Add Custom Maps to Use in Cognos Report Studio 515IBM Cognos Statistics 516In a Nutshell: Reviewing by IBM Cognos BI Audience 519Architect Perspective 519Project Manager Perspective 520Business Analyst Perspective 520Developer Perspective 521End-User Perspective 522IBM Cognos BI Administrator Perspective 522PART III: DEVELOPER TOOLS 525Chapter 11 IBM Cognos FrameworkManager 527Understanding Client Requirements and Environments 527Analyzing Data Requirements 528Supported Data Sources 529General Modeling Terms 529Fact Tables 530Dimension Tables 530Hierarchy-Dimensional Hierarchy 532Cardinality 533Relationships 534Determinants 534Framework Manager Workflow 536Framework Manager User Interface and Objects 536Framework Manager User Interface 537Framework Manager Object Types 543Modeling Recommendations 545Create a Project 545Model Design Accelerator 546Model Design Accelerator User Interface 549Add Additional Items to the Model 552Manually Creating the Star Schema Using Model Design Accelerator 553Creating the Star Schema Using the Automated Process 566Additional Tips 569Steps to Manually Create a New Project 572Preparing the Model to Build Sample Outdoor Company Reports 575Identify All Data Sources and Define Data Access Strategy 575Reporting Requirements Are Complete and Part of the Approved Project Plan 576Data Mapping Document for the Reports in Scope 576Create Data Source Connection 577Importing the Identified Table/Procedures or Other Objects Required for Reporting 578Verifying the Relationship Between the Imported Objects Is Accurate for Reporting and Validating the List of Imported Tables 580Adding Additional Tables/Objects: Reviewing Imported Objects and Importing Missing or Additional Ones 586Validating Query Item Properties and Preparing Metadata 588Customizing Metadata for Runtime 592Specifying Determinants as Required for Reporting 598Creating a Star Schema Grouping for Presentation View 600Creating and Publishing Packages 601Creating a Package 602Verifying a Package or a Model 604Modifying a Package 605Deleting a Package 605Publishing a Package 606Analyzing Publishing Impact 607Running Model Advisor 609Dimensional Modeling 610Dimensionally Modeled Relational (DMR) Model 610Creating a Regular Dimension 612Creating a Measure Dimension 617Scope Relationships 618Creating a Star Presentation View 621Working with Member Unique Names (MUN) 621Set Up Drill-Through Parameters in Framework Manager 622Multilingual Options 622Durable Models 625Governors 625Framework Manager External Repository Control 625Checking in Framework Manager Project Files for External Repository Control 626Model Synchronization and Log files 626Segmented Projects 627Creating Model Documentation 627Framework Manager Security 627Using Package Level Security 628Using Object Level Security 633Using Data Level Security 636Deleting Package Security 637Implementing Multitenancy in Framework Manager 637In a Nutshell: Reviewing by IBM Cognos BI Audience 638Architect Perspective 638Project Manager Perspective 639Business Analyst Perspective 640Developer Perspective 640End-User Perspective 641IBM Cognos BI Administrator Perspective 641PART IV: SECURE IBM COGNOS ENVIRONMENT 643Chapter 12 Securing IBM Cognos BI Environment and Its Objects 645Introduction 646Initial Security 647Things to Do Before You Set Up Security 648IBM Cognos Security Model 648Encryption 649Certificate Authority 649Cognos Application Firewall 651Authentication 653Authorization 662Built-In Groups and Roles 667External Namespace Users, Groups, and Roles 695Securing the Data Source Sign-Ons 719Securing the Content Store 720Managing Users in an IBM Cognos BI Environment 722Removing Users from the Content Store 722Automate Deletion of User Profiles 723Trusted Credentials or Proxy 727Create Trusted Credentials 728In a Nutshell: Reviewing by IBM Cognos BI Audience 731Architect Perspective 731Project Manager Perspective 732Business Analyst Perspective 732Developer Perspective 733End-User Perspective 733IBM Cognos BI Administrator Perspective 733PART V: MAINTAIN IBM COGNOS BI APPLICATIONS 735Chapter 13 Maintaining Your IBM Cognos BI Application 737Administration Process Flow 737Plan: Requirements, Scope, Performance Variables, Multilingual Requirements 738Install: Install Options, Single Server, Multiple Server 738Configure: Cognos Application (Cognos Configuration), Servers, Security 739Administer: Servers, Backup and Recovery, Activities, Schedule and Monitoring, Data Source Connections, Deployments, Security, and Manage BI Content 739Launch IBM Cognos Administration 739Explore High-Level Cognos Administration Portal 740Status 740Security 742Configuration 743Index Search 744PowerPlay 745System Monitoring 745Understanding Performance Metrics 746Dynamic Cube Monitoring 748Dynamic Cube Tuning 749Scheduling 750Audit 752Steps to Configure an Audit Database 752Audit Levels 753Automatic Credential and Sign-On Renewals 754Creating Data Source Connections 754Manage Own Data Source Sign-Ons 756Backup and Recovery Options 756Deployment 758Deploy Process 759Defining a Deployment Strategy 760Deploying the Entire Content Store 761Deploying Specific Content 762Exporting Content from the Source Environment 762Deploying in Multitenant Environment 766Importing a Deployment Archive File in the Target Environment 767Modifying an Existing Deployment Specification 768Advanced Deployment Options 768Upgrading Report Specifications 769Working with Content IDs 770Deploying Human Task and Annotation Services 770Deploying IBM Cognos Workspace Comments 772Dynamic Query Mode 773In-Memory Caching 775Optimized Master-Detail Relationships 776Enhanced Null Suppression 776Query Visualizations 776Configuring Dynamic Query Mode 776Administering the Query Service 779Disabling the Query Service 783Dynamic Query Analyzer 784Launching IBM Cognos Dynamic Query Analyzer 785Running the Report in Dynamic Query Analyzer 785Working with the Log Files 786Content Archival (FileNet): Archiving Saved Report Output to External Repositories FileNet 787Archiving Content After Installing Content Archival Software 787Creating Repository Connections for New Packages and Folders 788Creating a Connection to the External Repository Data Source 789Setting Up an External Repository for Report Output 792Creating a Content Archive via New Content Maintenance Task option 793Creating a Retention Rule Update Maintenance Task 794Working with Content in the External Repository 796Administering an Index Search 796Creating an Index Update 796Running an Index Update 798Restricting a Content Search 799Refining the Scope of the Index 799Data Collection Options 800Limiting Index by Language 801Suggesting Content 801Including Access Control Information in the Index 801Collect Index Statistics 802Multitenancy 802Defining Tenancy 803Enabling Multitenancy 804Assign Tenant IDs to Existing Content 806Impersonating a Tenant 807Setting a Tenant ID for Public Content 807Dynamic Cubes 807Dynamic Cube Lifecycle 808IBM Cognos Cube Designer 809Get Metadata 811Model Cube 811Optimize Using Aggregate Advisor 818Dynamic Cube Security 818Upgrading to IBM Cognos V10 from IBM Cognos 8 820Creating an Upgrade Plan 820Upgrade Process 821Lifecycle Manager: Report Testing and Validation 823Supported Versions 824Launch Lifecycle Manager 825Lifecycle Manager High level Tasks 827Configure Lifecycle Manager 827Validate in Source 831Run in Source 832Validate in Target 833Run in Target 834Output Comparison 834Tasks Summary 836Multiversion Coexistence 837Lifecycle Manager Backup 839Securing Lifecycle Manager Content 839Cognos Configuration Validation Tool 839In a Nutshell: Reviewing by IBM Cognos BI Audience 840Architect Perspective 840Project Manager Perspective 841Business Analyst Perspective 842Developer Perspective 843End-User Perspective 843IBM Cognos BI Administrator Perspective 843PART VI: MANAGING IBM COGNOS PROJECT 845Chapter 14 Manage IBM Cognos Project: An Overview 847IBM Cognos BI Product Roadmap and Versions 848IBM Cognos Series 7 Roadmap 849IBM Cognos BI Roadmap 850High-Level Flow of a BI Application 852Thinking Dimensionally 853High-Level Data Flow in a BI Application 855BI Application Development: Agile/Iterative Approach 856Types of BI Implementation 856New Implementation 857Conversion of a Legacy Non-IBM BI System to an IBM Cognos BI System 857Upgrading from One Version of IBM Cognos BI to a Later Version 858Migrating from Previous Versions of IBM Cognos BI to Later/Current Versions of IBM Cognos BI 859Product Migration Guidelines 860Managing an IBM Cognos BI Project 862BI Project Phases: Overview 863Plan/Analyze Phase 864Design Phase 864Configure/Build Phase 865Deploy Phase 865Operate Phase 865Project Phases and Associated Tasks/Work Breakdown Structure (WBS) 865Analyze Phase 865Design 869Configure/Build 874Deploy 878Post Launch Activities 881Operate 882BI User Community 885BI Project Execution Team: Resource List Versus Task List 886Reporting Requirements, Cognos Tools, and Resource Map 887BIG Data: Impact, Considerations, Tools, and Resources 889Why Big Data? 889What Is Big Data? 890Analyzing Big Data with IBM Business Analytics 891BI Big Data Architecture for Data at Rest 892BI Big Data Architecture for Data in Motion 893In a Nutshell: Reviewing by IBM Cognos BI Audience 894Developer Perspective 894Architect Perspective 895Project Manager Perspective 895Business Analyst Perspective 896End-User Perspective 896IBM Cognos BI Administrator Perspective 897PART VII: APPENDIXES 899Appendix A Chapter 9 Project External Data File 901Appendix B IBM Cognos v10 BI Certification: Sample Exam Questions 903Appendix C Project Plan 909Appendix D Sample Reports Requirements Template 925Index 931
