IBM Cognos Business Intelligence V10.1 Handbook

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Front coverIBM Cognos BusinessIntelligence V10.1 HandbookUnderstand core features of IBMCognos BI V10.1Realize the full potential of IBMCognos BILearn by example withpractical scenariosDean BrowneBrecht DesmeijterRodrigo Frealdo DumontArmin KamalJohn LeahyScott MassonKsenija RusakShinsuke YamamotoMartin Keenibm.com/redbooks

International Technical Support OrganizationIBM Cognos Business Intelligence V10.1 HandbookOctober 2010SG24-7912-00

Note: Before using this information and the product it supports, read the information in“Notices” on page ix.First Edition (October 2010)This edition applies to Version 10.1 of IBM Cognos Business Intelligence. Copyright International Business Machines Corporation 2010. All rights reserved.Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADPSchedule Contract with IBM Corp.

ContentsNotices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixTrademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiThe team who wrote this book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiNow you can become a published author, too! . . . . . . . . . . . . . . . . . . . . . . . . xvComments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvStay connected to IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvPart 1. IBM Business Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Chapter 1. Introduction to IBM Cognos Business Intelligence. . . . . . . . . . 31.1 IBM Business Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.2 Introduction to IBM Cognos BI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41.2.1 Easily view, assemble, and personalize information . . . . . . . . . . . . . . 51.2.2 Explore all types of information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51.2.3 Analyze facts and anticipate tactical and strategic implications . . . . . 51.2.4 IBM Cognos BI user interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Chapter 2. Overview of the IBM Cognos BusinessIntelligence architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92.1 Enterprise class SOA platform architecture . . . . . . . . . . . . . . . . . . . . . . . 102.1.1 IBM Cognos Platform server roles . . . . . . . . . . . . . . . . . . . . . . . . . . 112.1.2 IBM Cognos BI services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162.2 Open access to all data sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192.3 Business intelligence for all . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202.4 Common integrated security model. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Chapter 3. Business scenario and personas used in this book . . . . . . . . 213.1 Business scenario overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223.1.1 Business questions to address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233.1.2 Information stored in the data warehouse of this company. . . . . . . . 233.2 Personas used in the scenarios in this book . . . . . . . . . . . . . . . . . . . . . . . 243.2.1 Advanced Business User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243.2.2 Professional Report Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263.2.3 Modeler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263.2.4 Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283.2.5 Analyst . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283.2.6 Business User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Copyright IBM Corp. 2010. All rights reserved.iii

Part 2. IBM Cognos metadata modelling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Chapter 4. Create reporting packages with IBM Cognos FrameworkManager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334.1 IBM Cognos Framework Manager overview . . . . . . . . . . . . . . . . . . . . . . . 344.1.1 Reporting requirements and data access strategies . . . . . . . . . . . . . 344.1.2 Metadata model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354.1.3 The IBM Cognos Framework Manager UI . . . . . . . . . . . . . . . . . . . . 374.1.4 Reporting objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 394.2 Build a model with IBM Cognos Framework Manager . . . . . . . . . . . . . . . 444.2.1 Import metadata using Model Design Accelerator . . . . . . . . . . . . . . 454.2.2 Model organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 564.2.3 Verify query item properties and relationships . . . . . . . . . . . . . . . . . 594.2.4 Import additional metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 684.2.5 Verify the model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 784.2.6 Verify the data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 814.2.7 Specify determinants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 844.3 Add business logic to the model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 894.3.1 Add filters to the model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 904.3.2 Add calculations to the model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 944.3.3 Make the model dynamic using macros . . . . . . . . . . . . . . . . . . . . . . 974.4 Create dimensional objects for OLAP-style reporting . . . . . . . . . . . . . . . 1004.4.1 Create Regular Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1014.4.2 Create Measure Dimensions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1104.4.3 Define scope for measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1124.5 Create and configure a package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1174.5.1 Analyze publish impact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1224.6 Apply security in IBM Cognos Framework Manager . . . . . . . . . . . . . . . . 1244.6.1 Object level security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1244.6.2 Row level security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1254.6.3 Package level security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1264.7 Model troubleshooting tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1274.7.1 Examine the SQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1274.7.2 Object dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1294.7.3 Search the model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Part 3. Business intelligence simplified . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Chapter 5. Business intelligence simplified: An overview . . . . . . . . . . . 1355.1 Information delivery leading practices . . . . . . . . . . . . . . . . . . . . . . . . . . . 1365.1.1 List reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1385.1.2 Crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1385.1.3 Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1395.2 Enabling access for more people . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158ivIBM Cognos Business Intelligence V10.1 Handbook

5.3 Business use case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158Chapter 6. Individual and collaborative user experience . . . . . . . . . . . . 1616.1 Dashboard overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1626.2 Introduction to IBM Cognos Business Insight . . . . . . . . . . . . . . . . . . . . . 1636.2.1 The Getting Started page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1656.2.2 Application bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1656.2.3 Dashboard layout area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1666.2.4 Content pane. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1666.2.5 Widgets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1676.3 Interaction with the dashboard components . . . . . . . . . . . . . . . . . . . . . . 1766.3.1 Personalize content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1766.3.2 Add new content to broaden the scope. . . . . . . . . . . . . . . . . . . . . . 1836.3.3 Sort and filter data and perform calculations. . . . . . . . . . . . . . . . . . 1896.3.4 Use advanced filtering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1976.3.5 Add non-BI content to a dashboard . . . . . . . . . . . . . . . . . . . . . . . . 2056.3.6 Work with report versions and watch rules . . . . . . . . . . . . . . . . . . . 2076.4 Collaborative business intelligence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2116.4.1 Create annotations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2126.4.2 IBM Lotus Connections activities . . . . . . . . . . . . . . . . . . . . . . . . . . 214Chapter 7. Self service interface for business users . . . . . . . . . . . . . . . . 2177.1 Explore the IBM Cognos Business Insight Advanced interface . . . . . . . 2187.1.1 Page layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2197.1.2 Context filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2217.1.3 Insertable Objects pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2227.1.4 Page navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2267.1.5 Work area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2277.1.6 Properties pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2277.2 Choose a reporting style . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2307.3 Change existing reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2307.3.1 Sort data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2327.3.2 Filter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2377.3.3 Perform calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2407.3.4 Set the right level of detail for the analysis . . . . . . . . . . . . . . . . . . . 2507.4 Create content. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2537.4.1 Create a crosstab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2547.4.2 Create a chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2627.4.3 Set conditional formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2707.4.4 Analyze the execution query path . . . . . . . . . . . . . . . . . . . . . . . . . . 2837.4.5 Render output in various formats and print content . . . . . . . . . . . . 2867.5 Search for meaningful information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2907.6 Summarize data and create calculations . . . . . . . . . . . . . . . . . . . . . . . . 293Contentsv

7.6.1 Summarization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2937.6.2 Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2957.7 Add filters to refine data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3007.7.1 Filter reports for relational data sources . . . . . . . . . . . . . . . . . . . . . 3007.7.2 Filter reports for dimensional data sources . . . . . . . . . . . . . . . . . . . 3027.7.3 Suppress data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3097.7.4 Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3117.8 Add external data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3147.8.1 External Data feature example . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3157.9 Create a package with the Self Service Package wizard . . . . . . . . . . . . 3297.9.1 Create a package for Cognos PowerCubes . . . . . . . . . . . . . . . . . . 3307.9.2 Create a package for SAP BW . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3327.10 Create statistical calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3327.10.1 IBM Cognos Statistics overview . . . . . . . . . . . . . . . . . . . . . . . . . . 3337.10.2 IBM Cognos Statistics use case:Create an IBM Cognos Statistics report . . . . . . . . . . . . . . . . . . . . . 355Chapter 8. Actionable analytics everywhere . . . . . . . . . . . . . . . . . . . . . . 3618.1 Accessibility and internationalization. . . . . . . . . . . . . . . . . . . . . . . . . . . . 3628.1.1 Enabling access for more people . . . . . . . . . . . . . . . . . . . . . . . . . . 3628.1.2 Providing internationalization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3648.2 Disconnected report interaction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3658.2.1 IBM Cognos Active Report overview. . . . . . . . . . . . . . . . . . . . . . . . 3658.2.2 IBM Cognos Active Report features . . . . . . . . . . . . . . . . . . . . . . . . 3658.2.3 IBM Cognos Active Report use case . . . . . . . . . . . . . . . . . . . . . . . 3688.3 Interact with IBM Business Analytics using mobile devices . . . . . . . . . . 3738.3.1 Extended device support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3748.3.2 Simplified experience across all devices. . . . . . . . . . . . . . . . . . . . . 3748.3.3 IBM Cognos Mobile use case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3768.4 IBM Cognos Analysis for Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . 3808.4.1 Features of IBM Cognos Analysis for Microsoft Excel . . . . . . . . . . 3818.4.2 IBM Cognos Analysis for Microsoft Excel use case . . . . . . . . . . . . 3828.5 Business driven workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3878.5.1 Enhanced event management . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3878.5.2 Human task service use case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 389Part 4. Enterprise ready platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401Chapter 9. Enterprise ready performance and scalability . . . . . . . . . . . . 4039.1 Overview of Dynamic Query Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4049.1.1 What is Dynamic Query Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4049.1.2 Why use Dynamic Query Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . 4069.1.3 Technical overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4069.2 Configuring Dynamic Query Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 408viIBM Cognos Business Intelligence V10.1 Handbook

9.2.1 Creating a connection in IBM Cognos Administration . . . . . . . . . . . 4089.2.2 Creating a package in IBM Cognos Framework Manager . . . . . . . 4099.2.3 Transitioning to Dynamic Query Mode usingIBM Cognos Lifecycle Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . 4139.3 Query Service Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4159.3.1 Query Service metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4169.3.2 Manage the cache in IBM Cognos Administration . . . . . . . . . . . . . 4179.3.3 Query Service settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4219.3.4 Disabling the Query Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4239.4 Analyzing queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4249.4.1 What is Dynamic Query Analyzer . . . . . . . . . . . . . . . . . . . . . . . . . . 4249.4.2 Working with Dynamic Query Analyzer . . . . . . . . . . . . . . . . . . . . . . 425Chapter 10. IBM Cognos system administration . . . . . . . . . . . . . . . . . . . 43110.1 IBM Cognos Administration overview . . . . . . . . . . . . . . . . . . . . . . . . . . 43210.1.1 IBM Cognos Administration capabilities . . . . . . . . . . . . . . . . . . . . 43210.1.2 The IBM Cognos Administration user interface. . . . . . . . . . . . . . . 43710.2 Moving to IBM Cognos BI version 10.1 from a previous release . . . . . 44910.2.1 Using IBM Cognos Lifecycle Manager to test the IBM Cognosenvironment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44910.2.2 Validating the target environment . . . . . . . . . . . . . . . . . . . . . . . . . 45510.2.3 Executing target and source content. . . . . . . . . . . . . . . . . . . . . . . 45810.2.4 Compare the output to ensure consistency. . . . . . . . . . . . . . . . . . 45910.2.5 Analyzing the project status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46010.2.6 One-click comparison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46410.3 Using the administrative features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46410.3.1 Enhanced search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46410.3.2 Restricting the scheduling options . . . . . . . . . . . . . . . . . . . . . . . . 47510.3.3 Intra-day scheduling window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48110.3.4 Allowing users to persist personal database signons . . . . . . . . . . 48110.4 Managing the environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48510.4.1 Metric tolerance thresholds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49010.4.2 Reacting to bottlenecks due to unexpected events. . . . . . . . . . . . 49510.4.3 System trending . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49710.4.4 Consuming system metrics from external tools . . . . . . . . . . . . . . 49810.5 Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50310.5.1 Configure the audit database . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50310.5.2 Audit table definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50510.5.3 Audit levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50610.5.4 Audit and logging for IBM Cognos BI services . . . . . . . . . . . . . . . 50710.5.5 Setting audit levels . . . . . . . . . . . . . . . . . . .

IBM Cognos Business Inte lligence V10.1 Handbook October 2010 International Technical Support Organization SG24-7912-00

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