Hot Hints Tips � Cognos Planning Peak Performance 2008

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					Hot Hints & Tips – Cognos Planning
     Peak Performance 2008

 Catherine Hubbard – Consultant & Trainer
            Cognos Planning
Hot Hints & Tips

• What is Cognos Planning?
   – Cognos Planning Analyst
   – Cognos Planning Manager


• What kind of “Hints & Tips”?
   – Changes to and copies of models easily and effectively
     without losing data
   – Taking well known Analyst techniques and concepts to the
     next level – thinking outside the box!
Agenda

• Analyst:
   – Using pre-built Gourmet Foods Training Model
   – Outlining common scenarios
   – Using these scenarios to demonstrate new approaches and
     hot hints & tips!
• Manager:
   – Making the most of Planning Manager
   – Building Front Ends
Gourmet Foods Analyst Model - Revenue
Analyst – Scenario 1: Year End Rollover &
Library Copy
• Requirement:
   – To update your timescale without losing current data
   – To achieve with minimum fuss and effort 
• Issues:
   – Analyst Copy Wizard can cause issues
      • Manager Reports lose references
      • ODBC updates and Filemap references can be lost
   – Timescales appear in multiple cubes
      • Extremely time consuming
      • Easy to miss all instances
Solution – Part 1: Alternative approach to
Library Copy
• Using a combination of File Manager and Analyst
   – Achieving quick and easy library copy
• Steps & Demo:
    Make a copy of the original library folder using File Manager
    In Analyst create a new EMPTY library with an appropriate
     name
    In Analyst MOVE (not copy) all objects from original library
     folder to new library.
   – Therefore original library now empty and new library
     contains all original items
   – In Analyst restore original library by repointing to the copy
     made in step 1.
Advantages of this library copy method

• Removes some of the Copy Wizard issues e.g.
   – Inability to “find” all required objects easily




   – In Manager – reports no longer link to the new library
       • Particularly irritating if you have customised menu
         screens
   – Quick and easy
Things to be aware of…

• This method is not strictly speaking a copy…
• Therefore BE CAREFUL if you have a Common library
  structure
   – This would mean that changing the Timescale d-list would
     change the timescale IN BOTH LIBRARIES
   – Extra step:
      • In Analyst make a copy of the timescale d-list first and
        then amend the copy
      • Then the multiple substitute can be performed
   – For true archiving Copy Wizard remains best practice
     method
Solution - Part 2: Creating and using your new
timescale d-list
• Creating a new d-list and performing a MULTIPLE
  SUBSTITUTE
   – Ensuring process is easy and no items left unaccounted for
• Steps & Demo:
   – Create new d-list and save to your NEW library– the easy
     part!
   – In Analyst scroll to File>Library>D-lists
   – Select the OLD timescale list from your NEW library and
     view the objects that the timescale is used by
   – THIS SHOWS ALL OBJECTS USED BY THE DLIST
Cont…

  – Select all objects and “right-click” to view other options
And finally!

   – Substitute D-list option allows all instances of d-list to be
     changed at once
   – This includes:
      • D-lists
      • D-cubes
      • D-links
      • A-Tables
      • Macros
      • Reports
Scenario 2: Creating sub d-lists from one
master
• Requirements:
   –   Gourmet Foods has a master products list = 130+ items
   –   Products are grouped by CATEGORY
   –   Smaller category sub-lists are required
   –   They need to be dynamic & easily updated
• Issues:
   – There are 12 sub-categories
   – Therefore 13 lists (inc master) must be created AND
     MAINTAINED
Solution - Part 1A: Creating a Product Attributes
Cube
• 1 d-cube can hold all the necessary product relationships
• This cube can then be updated and used as a d-list
  source
   – Maintenance to a minimum
   – Lists are accurate and up-to-date
• Steps & Demo:
   – A 2-dimensional cube contains ALL product category
     information
       • 2 Products
       • 3 Product Attributes
2 Products
3 Product Attributes
• This includes all CATEGORIES plus a Product and a
  Parent item
• ALL items are d-list formatted against the 2 Products list
• All Category/Parent items contain a Conditional Statement
Cont…

• Conditional Statements
   – These can be added “extras”
      • The list will be even easier to update
• E.g. the statement for SEAFOOD is:
   – IF Parent=4
     THEN Product
   – i.e the IID for SEAFOOD is 4 and this drives the population
     of the Seafood column
• The statement is simply amended to use the relevant IID
  for each category
Cont…

• Taking this further and incorporating a Seafood Parent
  item:
   – The statement for SEAFOOD PARENT is:
   – IF Parent=4
     THEN Parent
• This provides a UNIQUE column populated only for the
  children of any particular parent
Solution - Part 1B: Populating & Maintaining a
Product Attributes Cube
• Assumption:
   – The 2 Products list is derived from a Products database
   – Product data has been exported to an ASCII format
Cont…

• This file can now be used in 3 different ways:
   – 1. To create the initial 2 Products list
      • An Import Link is defined to make this DYNAMIC
   – 2. To act as source to populate the Product item in Product
     Attributes cube
   – 3. To act as source to populate the Parent item in Product
     Attributes cube
      • A filemap is created to act as link source
      • One link is created to populate both items simultaneously
And finally!

• The Conditional Statements will be triggered to finish
  populating the rest of the cube
Solution - Part 1C: Creating the Product Sub D-
lists
• New d-lists can now be created using the Product
  Attributes d-cube data
• Steps & Demo:
   – Create a new d-list by importing from d-cube data
Cont…
  – Select your Product Attributes cube and choose the
    Category/Parent you wish to create your list for e.g.
    SEAFOOD
And finally!
• Select your column attributes accordingly and save with
  Import Link defined
Scenario 2: Summary

• Cube easy to create and populate
   – 1 source file
   – 1 Filemap
   – 1 link
• Master product list = DYNAMIC
   – Updated from same source file
• Conditional Statements use Parents as constant so no IID
  conflict
   – Automatic population of majority of cube
• Cube data used as source for sub d-list creation
   – Made dynamic with Import Links
Scenario 3: Bringing it together!

• Requirements:
   – To make the updates outlined in Scenario 2 as “slick” as
     possible
   – Easy for ANYONE to update
• Issues:
   – Not everyone will be familiar with the model build
   – Not everyone will be familiar with Cognos Planning
Solution: Maximise Manager usage

• Create a Process Screen to automate the various updates
   – Includes:
       • Analyst Macros
       • Linking to other applications
• Benefits:
   – EVERYTHING done via Manager
   – No need to open/close multiple files/applications
• Over to Manager…
Any Questions?

• Or……