Under the Hood with Cognos Analytics R5: Say Hello to Portal Tabs Replacement

UNDER THE HOOD WITH COGNOS ANALYTICS R5

Say Hello to Portal Tabs Replacement

• Introductions• Customizations– Portal Tab Replacement– Extensions

• Navigation Paths• Mapping– Today– Tomorrow

• Release 6 Update• About Senturus• Additional Information• Q&A

Agenda

Copyright 2017 Senturus, Inc. All Rights Reserved.

Presenters


Jim FrazierVP of Client Solutions

Senturus, Inc.

Todd SchumanPractice Lead Installations,

Upgrades, and OptimizationSenturus, Inc.

Andrea Herrera

what do we want to call Paul?/Senturian???

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This slide deck is from the webinar: Under the Hood with Cognos Analytics R5

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Portal Tab Replacement Using Extensions

CUSTOMIZATIONS

Portal Tabs in Cognos BI 8/10


• Search• Websites/

intranet• Report/

dashboard viewer/landing page

• Security – limit access

• Remove public folder

Cognos Analytics - Search


Search• Vastly superior to

Cognos BI 10• No need to run index

jobs• Auto complete• Save searches

Recent • Every report you run

Cognos Analytics – Landing Page


Users can ”set as home”• Report or dashboard• Run report or

dashboard, click ellipsis to set

• My preferences, home page, reset to default to revert back

Administrators can “set as home”• Cognos groups only• Available in R5• Manage -> accounts

Cognos Analytics – Customizations


• [Install Directory]/samples/extensions• Samples available

⎼ Button Folders⎼ Button Report/Dashboard⎼ Button Website⎼ Context Menu

• .zip format⎼ Extract⎼ Modify⎼ Zip⎼ Upload

Cognos Analytics – Sample JSON{"name":"Senturus_Button_Folder","schemaVersion": "1.0","extensions": [{"perspective": "common","comment": "There is a special meta perspective called COMMON. Adding contributions to this perspective will cause the extension to be applied to All perspectives.","features": [{"id": "sample.common.button.openFolder","toolItems": [{"comment": "This code adds a button to easily access an important folder.","id": "sample.folder.opener","containerId": "com.ibm.bi.glass.navbarLeadingGroup","label": "Security reports","type": "Button","icon": "common-folder","weight": 700,"push": "true","comment": "The greater the weight, the higher the item will appear in the container.","actionController": "bi/glass/api/FolderOpener","options": {"path": ".public_folders/Security"}},

{"comment": "This code adds a button to easily access an important folder.","id": "sample.folder.opener2","containerId": "com.ibm.bi.glass.navbarLeadingGroup","label": "Development reports","type": "Button","icon": "common-folder","weight": 800,"push": "true","comment": "The greater the weight, the higher the item will appear in the container.","actionController": "bi/glass/api/FolderOpener","options": {"path": ".public_folders/Development"}}]}]}]}

Spec.JSON Descriptionhttps://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.0.0/com.ibm.swg.ba.cognos.ag_manage.doc/c_ag_manage_json.html


https://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.0.0/com.ibm.swg.ba.cognos.ag_manage.doc/c_ag_manage_json.html










Cognos Analytics – Customize Accounts


Administrators can now control• Home page• Features• Themes

Create Cognos groups• Add in AD groups/users• Assign home page, UI features• Set priorities

Extensions can be enabled/disabled• Grant/restrict access to folders• Restrict access to team content• Restrict new content creation

Cognos Analytics – Still a Work in Progress


Team content still available• Unable to hide• Can be restricted access

Unable to absorb multiple group customizations• Priority decides conflict

Cognos namespace only

Demo


To view the FREE video recording and download this deck, go to: http://www.senturus.com/resources/under-the-hood-with-cognos-analytics-r5

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NAVIGATION PATHS


Navigation Paths• Create with data modules• Access with dashboard• Special context icon• Break free from dimensional

modeling

GEOSPATIAL MAPPING

• Visualizations⎼ Dynamic map

(older)⎼ MapBox (one with

pin)• Dashboard only• State level shape

coloring

Mapping - Today


• City and zip code color boundary• Available in reporting • MapBox

customizations• Custom shapes– Building interiors

Mapping - Tomorrow


Demo



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Answers to Questions Asked by Viewers During the Webinar

QUESTIONS LOG

Q&A: Get Under the Hood with Cognos Analytics R5


Q: We have upgraded to Cognos Analytics Release 5 and have lost the capability to search for content. Any idea as to why this is occurring?A: We would need to review your environment to determine the cause for this. In the absence of a review, we recommend checking your permissions and possibly reinstalling the software.

Q: Where can we get Cognos Analytics customizations?A: You can get the information at IBM Knowledge at: https://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.0.0/com.ibm.swg.ba.cognos.ag_manage.doc/c_ag_manage_json.html

Q: How do I hide my content from other users in Cognos Analytics?A: You can hide folder content the same way you did in previous versions. You can also create user groups and customize the UI for these groups.






Q: What happens if two groups have the same priority in Cognos Analytics? Which one takes precedence?A: You can assign the priority order. The higher priority will take precedence.

Q: Is Google Chrome the primary supported browser for Cognos Analytics?A: It is supported, but not the primary support browser. IE, Chrome, Safari and Firefox are all supported in Cognos Analytics. For full browser details consult IBM Knowledge at: http://www-969.ibm.com/software/reports/compatibility/clarity-reports/report/html/prereqsForProduct?deliverableId=F1C726601C2F11E69AAAC4D0C72C126B#sw-13

http://www-969.ibm.com/software/reports/compatibility/clarity-reports/report/html/prereqsForProduct?deliverableId=F1C726601C2F11E69AAAC4D0C72C126B#sw-13






Q: Is there a description of the specifics of each of the features and what they remove in Cognos Analytics? A: Most of these can be found in the IBM documentation. Read the following document to get information about the buttons in the reporting tool:https://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.0.0/com.ibm.swg.ba.cognos.ug_cr_rptstd.doc/c_cr_rptstd_intrd_user_interface.html

Q: In extensions in Cognos Analytics, such as Quick Links, is it possible to create a menu item that allows me to open an external website page in a new window, instead of an iFrame? A: We have not tried this, but would imagine it’s possible.

https://www.ibm.com/support/knowledgecenter/en/SSEP7J_11.0.0/com.ibm.swg.ba.cognos.ug_cr_rptstd.doc/c_cr_rptstd_intrd_user_interface.html






Q: When will IBM stop supporting Cognos BI 10.2.2 ?A: Cognos BI 10.2 is scheduled to go end-of-life in April 2018.

Q: What is the difference between dashboard, story and report in Cognos Analytics? A: Dashboard is the new interactive visualization tool. You can drag and drop elements onto the canvas and the tool will connect the objects and provide recommendations on the best way to display the data. Story is a new feature that allows you to skip copying reports and visualizations to PowerPoint and present live data directly in Cognos. Report is the evolution of Report Studio and Workspace Advanced. You can create your complex, prompted, pixel-perfect reports using this tool.

Q: Does navigation paths work with DMR package in Cognos Analytics? A: You would need to use a data module to do this.



Q: If we transition from Cognos BI 10.2.2 to Cognos Analytics Release 5, will existing Portal Tab dashboards need to be rewritten? A: Yes, there is no migration path for Portal Tabs. The purpose of this webinar was to demonstrate how to recreate the concept and functionality of Portal Tabs in Cognos Analytics.

Q: Is there a way to do a “save” instead of a “save as” for reports in Cognos Analytics?A: Yes, use the down arrow next to the save icon, which should provide this option.

Q: In dashboard visualizations in Cognos Analytics is there a way to show numbers presented in currency format (with leading $ sign)?A: Yes, you should be able to change this in the properties.



Q: Is it true that Workspace is totally going away? We use Workspace as our home page, which contains reports. A: Yes, Workspace will be going away. We recommend halting any development using this tool and focus on the new dashboard tool.

Q: I saw that having something at priority 10, any other priority a user might have will not show up, but what if portal user 3 had portal 1 and portal 2 set both at priority 10? Would portal 1’s information show or portal 2?A: To be certain of the outcome, we would need to test this because we’re not sure what logic is used to break a tie. It might be based on the alpha sort of the groups.

Q: Is there any improvement regarding export/print dashboard in Cognos Analytics?A: Not that we are aware of. This is currently a tool for HTML only.



Q: If I've installed Cognos Analytics Release 5 without the samples selected, can I run the installer again and pick it? Or will that affect my current install?A: Yes, you should be able to re-run the install and just select the samples.

Q: Are the dashboard PowerCubes available in Cognos Analytics Release 5 and if so, what are their features?A: No, they are not part of Release 5; however, they are part of Release 6, which was available on March 17, 2017.

Q: After upgrading to Cognos Analytics, the distribution lists that were in place still work but no longer show for a new setup. How do we see them for a new set up? A: We would need to review your configuration to troubleshoot this. Please contact us at [email protected] if you would like assistance.



Q: How do I share the GEO coded mapping rules? I’d like to map latitude and longitude coordinates in our database to the new MapBox visuals.A: This is currently unavailable, you will need to wait for IBM and MapBox to add this capability.

Q: Will you describe how I can disable the edit mode for a specific user in Cognos Analytics Release 5?A: You can create a group or role in the Cognos namespace and then remove this option from reporting, dashboarding, data modules, etc. Each area of Cognos Analytics has its own set of menus that can be customized.

Q: Does the underlying security govern what you see on the nav bar in Cognos Analytics?A: No, you will need to use the user group customization to hide/show any element on the nav bar.


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RELEASE 6?


Release 6 Update• March 17 –

expected date• BlueID SSO• Additional mapping

capabilities• Planning analytics• Dashboard

PowerCubes

Expert guidance with the flexibility to help where you need it• Upgrade consultation: full upgrade assistance

or quick start• Architectural guidance to transition from Portal

Tabs• Conversion of Query Studio reports to Report

Studio using Motio PI Pro• V11 training (7 brand new classes available)

Cost: $4000/20 hours or $8000/40 hours

V11 Transition Assistance

35Copyright 2017 Senturus, Inc. All Rights Reserved.

Our dedicated integration and upgrade staff provides expertise and guidance to smoothly migrate your system to a stable platform with minimal impact on end users.

• Quick Start- Installation and configuration of development

environment plus full documentation- $4499

• Full Upgrade Implementation- Full service implementation across all appropriate

environments- Free estimate with completion of short questionnaire

Read details here: http://www.senturus.com/ibm-cognos-upgrade-services/. For more information contact: [email protected] or 888 601 6010 ext. 85

Upgrade Assistance – Two Options


http://www.senturus.com/ibm-cognos-upgrade-services/

What You Need to Know Before Upgrading to Cognos Analyticshttp://www.senturus.com/resources/what-you-need-to-know-before-upgrading-to-cognos-analytics/

Preparing for Cognos Analytics V11http

://www.senturus.com/resources/preparing-for-cognos-analytics-v11

/

Data Acquisition Storytelling in Cognos Analyticshttp://www.senturus.com/resources/data-acquisition-storytelling-in-cognos-analytics

/

Other Resources


http://www.senturus.com/resources/what-you-need-to-know-before-upgrading-to-cognos-analytics/



http://www.senturus.com/resources/preparing-for-cognos-analytics-v11/




http://www.senturus.com/resources/data-acquisition-storytelling-in-cognos-analytics/



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Under the Hood with Cognos Analytics R5: Say Hello to Portal Tabs Replacement

Data & Analytics

Transcript of Under the Hood with Cognos Analytics R5: Say Hello to Portal Tabs Replacement