Transcription

IBM Cognos InsightVersion 10.2.2Tutorial

NoteBefore using this information and the product it supports, read the information in “Notices” on page 25.Product InformationThis document applies to IBM Cognos Insight Version 10.2.2 and may also apply to subsequent releases.Licensed Materials - Property of IBM Copyright IBM Corporation 2012, 2014.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

ContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vChapter 1. Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Installing Cognos Insight . . . .Downloading the samples . . . .The Cognos Insight user interface . 1. 1. 2Chapter 2. Lessons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Importing order data from a spreadsheet file . . . . . . . .Reviewing sales data in an existing workspace . . . . . . . .Filtering data to view details about specific products and customers .Grouping months into a quarter . . . . . . . . . . . .Calculating a salary increase with a dimension calculation. . . .Identifying high and low revenue with color . . . . . . . .Calculating revenue by modifying the model . . . . . . . . 5. 8. 9. 11. 12. 13. 15Appendix. The Cognos family of products . . . . . . . . . . . . . . . . . . . . 21Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Copyright IBM Corp. 2012, 2014iii

ivIBM Cognos Insight Version 10.2.2: Tutorial

IntroductionThis tutorial consists of interactive tasks that enable you to learn how to use IBM Cognos Insight. Cognos Insight is a data exploration and planning solution.AudienceFor analysts and business users who are looking to more easily access andunderstand key business information, Cognos Insight empowers you toindependently discover, explore, and share this information, and then take action.In contrast to spreadsheets or other point solutions that create information silos,Cognos Insight can be seamlessly woven into a workgroup or larger corporateentity.Finding informationTo find IBM product documentation on the web, including all translateddocumentation, access IBM Knowledge Center sibility FeaturesAccessibility features help users who have a physical disability, such as restrictedmobility or limited vision, to use information technology products. Cognos Insighthas accessibility features. For information on these features, see the accessibilitysection in the IBM Cognos Insight User Guide (http://www.ibm.com/support/knowledgecenter/SSVJ22 10.2.2).Forward-looking statementsThis documentation describes the current functionality of the product. Referencesto items that are not currently available may be included. No implication of anyfuture availability should be inferred. Any such references are not a commitment,promise, or legal obligation to deliver any material, code, or functionality. Thedevelopment, release, and timing of features or functionality remain at the solediscretion of IBM.Samples disclaimerThe Sample Outdoors Company, Great Outdoors Company, GO Sales, anyvariation of the Sample Outdoors or Great Outdoors names, and Planning Sampledepict fictitious business operations with sample data used to develop sampleapplications for IBM and IBM customers. These fictitious records include sampledata for sales transactions, product distribution, finance, and human resources.Any resemblance to actual names, addresses, contact numbers, or transactionvalues is coincidental. Other sample files may contain fictional data manually ormachine generated, factual data compiled from academic or public sources, or dataused with permission of the copyright holder, for use as sample data to developsample applications. Product names referenced may be the trademarks of theirrespective owners. Unauthorized duplication is prohibited. Copyright IBM Corp. 2012, 2014v

viIBM Cognos Insight Version 10.2.2: Tutorial

Chapter 1. PrerequisitesTo prepare for this tutorial, you must install IBM Cognos Insight, download thesamples, and learn about the Cognos Insight user interface.You can also review the supported environments online (http://www.ibm.com/support/docview.wss?uid swg27041095).Installing Cognos InsightBefore you can begin following this tutorial, you must have IBM Cognos Insightinstalled on your computer.The way in which you download and install Cognos Insight depends on the otherCognos products in your environment.ProcedurePerform one of the following procedures depending on which Cognos productsyou have:Cognos productsInstallation instructionsCognos Insight Personal EditionSee Installing Cognos Insight PersonalEdition in the Cognos Insight Installation andConfiguration Guide.Cognos Insight Standard EditionSee Installing Cognos Insight StandardEdition in the Cognos Insight Installation andConfiguration Guide.Cognos Insight and IBM Cognos Express See Installing Cognos Insight from a Cognosserver in the Cognos Insight Installation andConfiguration Guide.Cognos Insight and IBM Cognos TM1 See Installing Cognos Insight from a Cognosserver in the Cognos Insight Installation andConfiguration Guide.Cognos Insight and IBM Cognos BusinessIntelligenceSee Installing Cognos Insight from a Cognosserver in the Cognos Insight Installation andConfiguration Guide.Downloading the samplesIn this tutorial, you work for the Sample Outdoors Company. You will use IBMCognos Insight with the samples to examine and review corporate data.By using the sample workspaces to perform a set of tasks, you can explore CognosInsight and learn how it can help you use your corporate data to fully understandhow your company is doing now and what lies ahead.To use this tutorial, you must download the Cognos Insight wiki/W688ee50d7e7f 4322 b0bb Samples). Copyright IBM Corp. 2012, 20141

Each workspace sample includes the following widgets that enable you tounderstand and interact with your data:v Tabs, to make it easy to browse through the workspace.v Crosstabs, to view dimensions and perform basic analysis on your data.v Charts, to clarify numbers and communicate comparisons, relationships, andtrends.v Text, to create a title or add an explanation.v Images, to add visual impact.The Cognos Insight user interfaceReview the parts of the IBM Cognos Insight window. Some of the terms that areused in this tutorial are unique to the elements of the Cognos Insight userinterface.The following figure displays the parts of the Cognos Insight window.Figure 1. The parts of the Cognos Insight windowThe Cognos Insight window includes the following parts:The Actions iconexpands a menu that includes options toClicking the Actions iconcreate, open, save, print, export, and close workspaces.2IBM Cognos Insight Version 10.2.2: Tutorial

A crosstab and chart widgetWidgets are the pieces of a Cognos Insight workspace. One type of widgetcontains a crosstab, or grid, and a chart. The data in the crosstab is linkedto the data that appears in the chart, so when you change the data in thecrosstab, the chart data changes as well, and when you change the data inthe chart, the crosstab changes as well.A widget toolbarThe widget toolbar appears when you are working in a widget. It includesicons that are particular to the widget, such as the Change Display Type, which enables you to change the type of the chart that appearsiconin the widget.The overview areaThe overview area is displayed above a crosstab or chart. The overviewarea tells you what dimensions and measures appear in the crosstab, chart,or crosstab and chart. The overview area is divided into three sections:rows, columns, and context. These sections represent the dimensions andmeasures that appear in the rows, columns, and context of the crosstab,chart, or crosstab and chart. For example, if the Products dimensionappears in the rows section of the overview area, then products alsoappear in the rows of the crosstab.The content paneThe content pane displays all of the cubes, dimensions, measures, andattributes that you can work with in the current workspace. From thecontent pane, you can also import, create and delete, move, and edit theelements in the content pane. The content pane also displays importprocesses, which enables you to refresh data from a specific import.Explore pointsAn explore point is a list of the elements in a dimension. You can click theelements to filter the data in the crosstab, chart, or crosstab and chart.TabsWorkspaces can be divided into several tabs. From the tabs area, you cancreate, delete, and rename tabs.The tab thumbnails iconClicking the tab thumbnails icon displays small graphics of each tab sothat you can navigate to another tab using these graphics instead of the tabnames.Chapter 1. Prerequisites3

4IBM Cognos Insight Version 10.2.2: Tutorial

Chapter 2. LessonsEach lesson of the IBM Cognos Insight Tutorial focusses on different features. TheCognos Insight samples will show you these features in real-world examples.This tutorial can be completed in the order in which the lessons appear. However,each lesson stands alone as well, so if you are interested in a particular feature,you can skip to that lesson.Importing order data from a spreadsheet fileThis tutorial covers the following skills in IBM Cognos Insight: importing a file,creating a workspace, understanding data mapping, and learning the parts of aworkspace.As a sales executive at the Sample Outdoors Company, you want to review yourorder data to analyze your company's performance. You have a spreadsheet filethat includes this data, so you decide to import the file into a new IBM CognosInsight workspace for analysisProcedure1. From the Microsoft Windows Start menu, click IBM Cognos Insight.2. From the Get Data menu at the top of the Cognos Insight window, clickImport Data. The import wizard appears, displaying the Import Data - SelectData Source page.3. To import a file, beside the Name field, click Browse. A new Open windowappears where you can browse the files on your computer.4. Navigate to where you downloaded the samples, and then open theOrders language code.csv file. For example, if you want to work with theSpanish sample file, open the Orders ES.csv file. The data from the fileappears in the import wizard.Tip: You can expand the File Details section to display details about howyour source data is imported. In this example, the default options areappropriate.You decide that you don't want to import all of the data from your file intoCognos Insight.5. In the Columns section, in the Import column, clear the check boxes for thefollowing data items to indicate that these items should not be imported:a. Order numberb. Monthc. Order sized. Unit pricee. Ship datef. Sales representative6. Click Advanced. The Import Data - Data Mapping page of the import wizardappears. This page provides details about how your data will be imported.Note that Cognos Insight automatically nested the City element within theCountry or Region element, because cities are logically child items ofcountries or regions. Copyright IBM Corp. 2012, 20145

Tip: You can drag items from the Source Items list to the Target Itemshierarchy, and you can drag items to different positions in the Target itemshierarchy. When you drag items, your cursor changes to display informationabout where you can drop the item and what the item will become if youdrop it in that position.Figure 2 shows the Mapping pane as it should appear after step 6.Figure 2. The Mapping pane in the Import wizard7. Click Summary. The Import Data - Importing page of the import wizardappears. The Import Messages pane displays the actions that Cognos Insightwill perform when you import the data. The Property Summary panedisplays the settings that you chose in the Properties pane for each targetitem. You can use this summary to review and compare the properties of eachtype of data, including the cube you are creating and its dimensions, levels,attributes, and measures.8. Click Finish.Your data appears in a new Cognos Insight workspace. The workspaceincludes a crosstab and a column chart, and your data hierarchy appears inthe content pane on the right, under the heading Data.Figure 3 on page 7 shows the workspace after importing the CSV file.6IBM Cognos Insight Version 10.2.2: Tutorial

Figure 3. The new workspace after importing dataThe crosstab displays the following data from your new cube:v The Product dimension appears in the rows of the crosstab.v The three measures in your cube, Order Revenue, Order Quantity, andCount, appear in the columns of the crosstab.The chart displays the following data from your new cube:v Products are plotted as columns in the chart. For example, there is a columnfor Infinity in each group of columns.v The three measures in your cube are plotted as groups of columns in thechart. For example, there is a group of three columns for Order Revenue.The overview area above the crosstab identifies the data that appears in yourcrosstab:v The rows sectionrows of the crosstab.shows that the Product dimension appears in theshows that the Orders language code Measuresv The columns sectiondimension appears in the columns of the crosstab. The name of themeasures dimension depends on the name of the cube, which comes fromthe name of the file that you imported. For example, if you imported theSpanish sample file, Orders ES.csv, your cube would be named Orders ES,and the measures dimension would be called Orders ES Measures.shows that the Customer dimension, the Cityv The context sectiondimension, and the Order date dimension appear in the context of theChapter 2. Lessons7

crosstab. The dimension names in the context section represent the totals forthe dimensions, such as Total of Customer and Total of City. The Orderdate dimension appears as 2007 in the context section, because only 2007was included in the source file.Tip: You can click the dimensions in the rows, columns, and context sectionsof the overview area to change the data that is displayed in your crosstab andchart. For example, click Total of City, and then click Austria. Now only thedata for Austria is displayed in your crosstab and chart instead of the data forall cities. To return to displaying the data for all cities, click Austria in thecontext section, and then click Total of City.You decide that you want to add data about sales representatives to yourworkspace so that you can see which sales representatives were responsiblefor the most revenue., and then click Close.9. Click the Actions icon10. When you are prompted to save the changes you made to the sample, clickNo.Reviewing sales data in an existing workspaceThis tutorial covers the following skills in IBM Cognos Insight: navigating tabs andusing an existing workspace to make decisions.As a sales executive at the Sample Outdoors Company, you want to see anoverview of the company's sales data to gain an understanding of the company'soverall performance.Using tabs can help you organize data and filters to hide or focus on specific data.For example, you can use tabs to tell a story about your own business byseparating the aspects of your business into meaningful divisions that allow you toquickly view and analyze your data. Each tab displays different information, butall the tabs are part of the same workspace.Procedure1. Click the Actions icon, and then click Open.2. Navigate to where you downloaded the samples and double-clickOrders language code.cdd. For example, if you want to work in the Hungariansample, double-click Orders HU.cdd. An information message appears to tellyou that this workspace includes web widgets. Web widgets, because theydisplay content from online sources, can contain malicious content, just likeweb pages can. Click OK to dismiss this message.3. Navigate from one tab to another in the following ways:, click the Products tab.v From the Workspace section of the content panev From the tabs along the bottom of the Cognos Insight window, click theOrders tab.v At the top right of the canvas, click the Samples action button. You can addaction buttons like these to any workspace by clicking Action button fromthe Insert menu.4. Click the Actions icon, and then click Close.5. When you are prompted to save the changes you made to the sample, click No.8IBM Cognos Insight Version 10.2.2: Tutorial

Filtering data to view details about specific products and customersThis tutorial covers the following skills in IBM Cognos Insight: filtering data usingexplore points and changing the level of detail in charts and crosstabs.As a sales representative at the Sample Outdoors Company, you want to gain adeeper understanding of sales for each product and customer to determinewhether there are problem areas that need further investigation.Procedure1. Click the Actions icon, and then click Open.2. Navigate to where you downloaded the samples and double-clickOrders language code.cdd. For example, if you want to work in the Hungariansample, double-click Orders HU.cdd. An information message appears to tellyou that this workspace includes web widgets. Web widgets, because theydisplay content from online sources, can contain malicious content, just likeweb pages can. Click OK to dismiss this message.3. Click the Orders tab.On the Orders tab, there are three crosstab widgets and two chart widgets.Along the left of the workspace are three explore point widgets. The Ordersinformation crosstab shows that sales are much lower for the Kodiak line thanfor the other two lines. You want to explore the data to find more informationabout the sales.4. In the Products explore point on the left of the workspace, click Kodiak.This selection filters out product information for the Infinity and Legendproducts, as shown in Figure 4 on page 10.Chapter 2. Lessons9

Figure 4. The Orders tab filtered to show only the Kodiak product lineTip: You can use the Clear this explore point iconto display all theproducts again. If you clear the explore points, ensure that you select Kodiakagain to continue with this tutorial.5. In the pie chart, hover over the pie slices to display sales information for thecountries or regions where the Kodiak product line is sold.6. In the Customers explore point to the left of the Cognos Insight window, clickKanga Kampers. Figure 5 on page 11 shows the resulting workspace.10IBM Cognos Insight Version 10.2.2: Tutorial

Figure 5. The Orders tab filtered to show only the Kodiak product line and the Kanga Kampers customerThe following information appears on the Orders tab now:v The Orders information crosstab shows that all sales of the Kodiak productline to the Kanga Kampers customer occurred in February.v The Sales by country or region crosstab shows that all sales of the Kodiakproduct line to the Kanga Kampers customer occurred in Australia.v The area chart is a graphical display of the Orders information crosstab.v The pie chart is a graphical display of the Sales by country or regioncrosstab.v Below the area and pie charts, the Order details crosstab shows more detailsabout the Kanga Kampers sales, such as City, Order quantity, and Salesrepresentative.v In the Order size explore point, note that all orders are within the 1-5000range.7. Click the Actions icon, and then click Close.8. When you are prompted to save the changes you made to the sample, click No.Grouping months into a quarterThis tutorial covers the following skills in IBM Cognos Insight: inserting a newcolumn in a crosstab, grouping data, and ins