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Straight Talk About Cognos Insight

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					    Straight Talk about Cognos Insight


                    www.senturus.com




     Helping Companies Learn From the Past, Manage the
1                         Present and Shape the Future
Presentation Slide Deck on www.senturus.com




2
           This slide deck is part of a recorded webinar.
     To view the FREE recording of this entire presentation and
                    download the slide deck, go to
                        www.senturus.com/recorded-webinars.php

    You will find this—and many other recorded webinars-- under the “IBM Cognos Office
    of Finance Solutions: TM1, EP, Controller, FSR and IBM Cognos Business Intelligence“




3
                              Agenda
    PART ONE:
    • Welcome and Presenter Introduction
    • IBM Cognos Insight Architecture
    • Cognos Insight for Planning Demonstration
      – Data Import Details and Recommendations
         (Flat files; ODBC connection; BI reports; TM1 Cube Views)
      – Structure Changes and Prototyping
    • Business Planning Use Cases


4
               Agenda (Continued)
    TRANSITION:
    • Quick Licensing Overview
      – We want to make things SIMPLE for you!
    • How to get started with Cognos Insight
    • Senturus Introduction
    • Business Insight vs. Cognos Insight
    PART TWO:
    • Welcome and Presenter Introduction
    • Cognos Insight for Business Intelligence
      Demonstration
    • Wrap-up and Q&A
5
    Welcome and Introduction
    • Senturus

      – Albert Valdez, Director of
        Education Services


      – Steve Chapman, Management
        Consultant




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    ARCHITECTURE


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                     Cognos Insight [.cdd file]
                                                                                                                                               Planning Solutions




                                                              Share to server
                           (1 workspace = multiple cubes;




                                                                                      Cognos Connection; TM1 Applications; Cognos Insight
                          shared dimensions; multiple tabs;
                                  multiple widgets)

       Flat file
      (xls, csv)
                                                                                                                                             Self-service Reporting




                                                              Publish to TM1 server
                                                                                                                                            & Analysis (incl. Mobile)



ODBC to relational data

                                                                                                                                                           Standard
                                                                                                                                                            Reports

    BI List report                                                                                                                                 Dashboards/




                                                              Distribute to BI
                                                                                                                                                  Scorecards –
                                                                                                                                               CI Connected Client




    TM1 cube view



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    Cognos Insight Publish and Distribute




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    Cognos Insight: Stand-alone or a
 Component within Enterprise TM1 v10.1




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     Planning with Cognos TM1 v10: “Start
         Anywhere . . . Go Everywhere”

                                Cognos
                                Enterprise

                      Cognos Express

            Cognos Insight

11
     DEMONSTRATION:
     COGNOS INSIGHT FOR PLANNING

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           Business Planning Use Cases for
                   Cognos Insight
     1. The current, enterprise planning model lacks
        dimensions that a dept or LOB needs. (“Shadow”
        planning is done off-line, then re-keyed.)
     2. The current planning model’s sandboxes don’t have
        the structure that all dept’s require.
     3. The current reports and models rely on data
        attributes that planners really need as dimensions.
     4. New reporting or planning cubes need to be
        prototyped (POC’s) before enterprise development.
     5. Group planning processes can’t wait for enterprise
        resources. [No enterprise planning platform . . . Yet.]
13
     Business Intelligence (BI) Use Cases for
                 Cognos Insight
     1. The current enterprise reports and framework
        manager models don’t contain all the dimensions
        or attributes needed for additional analysis,
        discovery and visualization, but the source data is
        available.
     2. The current dashboards don’t support the
        business needs for monitoring operations.
     3. The current BI packages don’t support sharing
        comments or adding what-if scenarios and other
        data updates that need to be shared.

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      General Cognos Insight Process Steps
       for Planning and Analysis Use Cases
     1. Individual, group, department, or LOB data
        cubes created from enterprise or local data.
          [Import data from: BI list report, ODBC relational connection,
              TM1 cube view, or flat file.]
     2. Add, change, delete, restructure dimensions.
     3. Add measures, calculations, versions, scenarios.
     4. Add analysis and visualization graphs and charts
        in multi-tab workspaces.
     5. Share, Publish, and/or Distribute (local server,
        TM1 server, Cognos Connection).
15
                         Agenda
     TRANSITION:
     • Quick Licensing Overview
       – We want to make things SIMPLE for you!
     • How to get started with Cognos Insight
     • Senturus Introduction
     • Business Insight vs. Cognos Insight
     PART TWO:
     • Welcome and Presenter Introduction
     • Cognos Insight for Business Intelligence
       Demonstration
     • Wrap-up and Q&A
16
            This slide deck is part of a recorded webinar.
      To view the FREE recording of this entire presentation and
                     download the slide deck, go to
                         www.senturus.com/recorded-webinars.php

     You will find this—and many other recorded webinars-- under the “IBM Cognos Office
     of Finance Solutions: TM1, EP, Controller, FSR and IBM Cognos Business Intelligence“




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     LICENSING


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     Cognos Insight Licensing




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     HOW TO GET STARTED WITH
     COGNOS INSIGHT

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     How to get started with Cognos Insight

     Download Free Version

     Use the link above,
        Then “1. Register”

                Then click “Download Now”;

                     DO NOT click: “2. Install”

     Installation Tips:
     See the video on how to install the Free Version

21
     Cognos Insight Documentation




22
     Cognos Insight Accelerators




23
     WHO IS SENTURUS


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                               Who is Senturus ?
 •   Consulting firm specializing in Corporate Performance
     Management
      – Business Intelligence
      – Tools of the Office of Finance
           •   Enterprise planning & budgeting
           •   Consolidate, close, report and file (CCRF)

      – San Francisco Business Times Hall of Fame -- Four
        consecutive years in Fast 100 list of fastest-growing
        private companies in the Bay Area

 • Experience
      – 12-year focus on performance management
      – More than 1,200 projects for 500+ clients

 • People
      – Business depth combined with technical expertise.
        Former CFOs, CIOs, Controllers, Directors...
      – DBAs with MBAs


25
 A few of our 500+ Clients




26
            This slide deck is part of a recorded webinar.
      To view the FREE recording of this entire presentation and
                     download the slide deck, go to
                         www.senturus.com/recorded-webinars.php

     You will find this—and many other recorded webinars-- under the “IBM Cognos Office
     of Finance Solutions: TM1, EP, Controller, FSR and IBM Cognos Business Intelligence“




27
     COGNOS INSIGHT VS. BUSINESS INSIGHT


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          Self-sufficient vs. Self-service
     • Business Insight (and Business Insight Advanced)
       = Self-service workspace (dashboard) assembly
       and business authoring
        – Workspace assembly requires existing report content
        – Authoring requires a data model/package
     • Cognos Insight = Self-sufficient analysis, modeling
       and planning
        – No model required
        – No reports required
        – No enterprise server required*

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       Self-sufficient vs. Self-service
 Cognos Insight  Common                  Business Insight

 Standalone – no server   Dashboard           Self-serve
 Multi-tab dashboards       assembly            assembly
 Restructure data         Edit widgets        Zero footprint
 Explore points           TM1 write-back      Enterprise
 Add calculations and     Respects data         security
    business rules          security          More widgets
 Distributed planning                         Prompt
                                                support




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     DEMONSTRATION:
     COGNOS INSIGHT FOR BUSINESS INTELLIGENCE

31
Presentation Slide Deck on www.senturus.com




32
     Senturus Solutions and Training Services

     How Senturus can help you get
     to your next level of performance

33
     Cognos Insight Proof of Concept
     •   2-3 Day Proof of Concept
     •   Identify ―quick win‖ where immediate value can be derived
     •   Deploy Insight for a defined use case
     •   Help with
          –   installation/configuration
          –   data import
          –   model development
          –   presentation layer output
          –   integration with corporate BI (if requested)
     • Demonstrate high-impact solution
     • $4,995

                          For more information contact
                  Sales@Senturus.com         888-601-6010 ext 1


34
   Upcoming Live, Instructor-led, On-line Training
 Opportunities Hosted by Senturus Solutions Experts
 • Self-Service Authoring with IBM Cognos 10 Business Insight
   Advanced - July 10, 2012 (7am-3pm*)
 • Authoring Active Reports with IBM Cognos 10 Report Studio
     -   August 23, 2012 (7am-3pm*)
 • Multi-Dimensional Report Authoring with IBM Cognos Report
   Studio - July 27, 2012 (7am-3pm*)
 • Looking for training? - Let Us Know!!
 • All courses can be attended from anywhere – all you need is
   a high-speed Internet connection!
 • $595/day per student
 • *ALL COURSES PACIFIC STANDARD TIME*

35
     Training Schedule and Details Here




36
            This slide deck is part of a recorded webinar.
      To view the FREE recording of this entire presentation and
                     download the slide deck, go to
                         www.senturus.com/recorded-webinars.php

     You will find this—and many other recorded webinars-- under the “IBM Cognos Office
     of Finance Solutions: TM1, EP, Controller, FSR and IBM Cognos Business Intelligence“




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     COGNOS INSIGHT FOR PLANNING:
     APPENDIX I – UPLOADING DATA

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                                         CI Import Notes
      Recommend: “Import Data” instead of dragging a flat file onto
      the workspace . . . Why? . . . Automatic dimension
      identification logic rarely works the first time.




     Excel file: Preferred format: dimensions in the left-hand columns, measures in the right-hand columns:




      Especially non-text items can be construed as measures when they should be treated as dimensions: sample result –
      Departments and Accounts below should be dimensions but are treated as measures when dragged onto workspace:




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                            CI Import Notes (cont.)
     Therefore, recommend using Get Data > Import Data drop-down menu item instead of dragging a flat file onto the
     workspace.




        This choice results in picking of one of the four input options:




      And the visibility
      of how columns
      are interpreted:




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               CI Import Notes (cont.)




     And the ability
     to define and
     map the source        Or by using the
     data columns as       Properties area
     you intend . . .      (with or without
                           the Advanced
     By Right-clicking     options – at
     the data column       right):
     (above).




41
       CI Import Notes for Crosstab Data
     That is also the only way to support data in columns as this example for monthly measures:




42
       CI Import Notes for Crosstab Data
     If you proceed to Mapping without modifying the Source Details, the Month columns are each, individually
     interpreted as separate measures (incorrectly):




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       CI Import Notes for Crosstab Data
     Instead, expand Source Details; Choose No for Data Contains Column Labels; and Choose Crosstab.
     Enter the number of Dimension columns (not counting the Months (Co. E and beyond):




44
        CI Import Notes for Crosstab Data
     Now the monthly data columns have been converted into a fifth dimension column containing the Month names
     and the one measure is in the sixth column. Next: use the Properties pane to name the dimensions and complete
     the mappings.




45
        CI Import Notes for Crosstab Data
     Completed the mapping choices including Months rolling up to Years in the Time dimension:




46
             CI Import Notes for ODBC Data
     From Get Data > Import Data > choose Source Type “Relational Data Source (ODBC)” will provide access to whatever User and System DSN’s are
     already setup on the computer being used:




47
               CI Import Notes for ODBC Data
     Choose one ODBC connection (top-left); Sign-in to that source (bottom-left); enter the Query or choose Open Query Builder (right picture):




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               CI Import Notes for ODBC Data
     Drag and drop query builder:




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               CI Import Notes for ODBC Data
     Query builder, SQL View:




50
        CI Import Notes for BI Report Data
     From Get Data > Import Data > choose Source Type “IBM Cognos Report Data”; Fill in the System Gateway URI to the BI installation; Test and then
     Navigate to the report to be imported:




51
        CI Import Notes for BI Report Data
     Note: Only List type reports are valid for importing to Cognos Insight:




52
     CI Import Notes for BI Report Data

     Then Data Preview and Define the
     Mapping as before:




53
 CI Import Notes for TM1 Cube View Data
     First, Sign the Workspace into the Enterprise TM1 installation (left-side); Log on (if necessary, top-right); then Choose the Planning Server
     (model) to use (lower-right):




54
 CI Import Notes for TM1 Cube View Data
     Note: Only TM1 servers that have been Started will be available (left-side); then choose Get Data > Import Data > Source Type “IBM Cognos TM1
     Cube View” (right-side). *If you didn’t sign in to enterprise TM1 (see the previous slide), this choice will be grayed out and unavailable.+




55
 CI Import Notes for TM1 Cube View Data
     Choose the Cube to use and then the View to use. (Next Steps: Data Preview and Define the Mapping as before.




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     APPENDIX II – SENTURUS OFFERS


57
         Senturus Cognos 10 Upgrade
                   Package
              Senturus      In your
             Upgrades     Development     $3,495
            Cognos 8 to   environment   Fixed Price
             Cognos 10


                                                             COGNOS



     Senturus offers a full range of upgrade packages:
         • Remote mentoring
         • Full install, migration and validation
         • Turnkey upgrades
       For more information please contact Sales@Senturus.com or
                     Call Jim Frazier @ 650-949-2921


58
           Other Senturus Solution Offerings
 • Cognos 10 Proof of Concept Engagements
     – Active Reports
     – Business Insight
     – Cognos Mobile
       •   2-3 Day Proof of Concepts
       •   Identify how most value can be derived from the new capability
       •   Deploy capability for a defined use case
       •   Demonstrate high-impact solution
       •   $4,995
       •   For more information please click on the links above, and
           contact Sales@Senturus.com


59
            This slide deck is part of a recorded webinar.
      To view the FREE recording of this entire presentation and
                     download the slide deck, go to
                         www.senturus.com/recorded-webinars.php

     You will find this—and many other recorded webinars-- under the “IBM Cognos Office
     of Finance Solutions: TM1, EP, Controller, FSR and IBM Cognos Business Intelligence“




60
     Contact Senturus

                Senturus, Inc
             www.senturus.com
            sales@senturus.com
                888-601-6010




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posted:8/6/2012
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Description: The facts you need to know about Cognos Insight - its features, capabilities, limitations and uses. The first half of the webinar is a demonstration of Cognos Insight for Planning including data import details, structure changes and prototyping plus a discussion of the business planning use cases for Cognos Insight and the TM1 10.1 architecture. The second half of the webinar is a demonstration of Cognos Insight's business intelligence capabilities. Also covered are the Cognos Insight Community, analyticszone.com, and a comparison of Cognos Insight and Business Insight.