WHAT S NEW IN COGNOS BI VERS. 10.2
Transcript of WHAT S NEW IN COGNOS BI VERS. 10.2
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Copyright 2014 Senturus, Inc. All Rights Reserved 2
• Introductions
• What’s New in IBM Cognos BI Version 10.2.2
• 10.2.2 Demonstrations
• Cognos Disclosure Management (CDM) Introduction
• Senturus Introduction
• Additional Resources
• Q & A
Today’s Agenda
4Copyright 2014 Senturus, Inc. All Rights Reserved
Don Davis
Client Technical Professional –
Business Analytics
IBM
Introduction: Today’s Presenters
Copyright 2014 Senturus, Inc. All Rights Reserved 5
Stefan
Constantinides
Solution Advisor
North America
IBM
Greg Herrera
President & Co-
Founder
Senturus
© 2014 IBM Corporation
Enabling Foundational Self-Service with
Cognos Business Intelligence V10.2.2
Stefan Constantinides, [email protected]
© 2014 IBM Corporation8
IBM Cognos Business Intelligence V10.2.2Enabling Foundational Self-Service
Speed deployment to enable foundational self-service
Streamline the report creation process to save time and make
authors more efficient
Empower more users with increased personalization and more
targeted capabilities
© 2014 IBM Corporation10
Targeted profiles will engage even more users and
make them more self-sufficient
Views based on skill
and required
functionality
Enables more users to
be Self-Sufficient
Customize profiles in
Report Studio &
Workspace Advanced
© 2014 IBM Corporation11
Use ‗quick set-up‘ to easily install & configure all
Cognos BI components for testing and prototyping
© 2014 IBM Corporation12
Increase confidence by managing security at the individual
user level in multi-tenant deployments
© 2014 IBM Corporation13
Leverage high performing Dynamic Cubes by quickly
migrating existing Framework Manager models
© 2014 IBM Corporation14
Proactively plan your upgrade using the
Cube Designer Hardware Sizing Guide
© 2014 IBM Corporation15
Support users with a broad range of disabilities with broadened
accessibility
US Section 508 Compliant,
from modeling through to
authoring
Produce fully accessible,
compliant reports.
Supports assistive
technologies
© 2014 IBM Corporation16
Conformance Updates
Application Server
SAP NetWeaver Application Server 7.4
Content Store
DB2 for z/OS 11
Microsoft SQL Server 2012 R2
Microsoft SQL Server 2014
Portal Servers
WebSphere Portal 8.5
Liferay Portal
Security Libraries
GSKit
Web Servers
Apache HTTP Server 2.4
Microsoft Internet Information Services 8.5
Datasources
Cloudera Impala 1.3
Netezza 7.1, 7.2
DB2 for i5/OS 7.2
TM1 10.2.2
InfoSphere BigInsights 2.1, 3
Apache Hive 0.11, 0.12
Microsoft SQL Server 2012 R2, 2014
Microsoft SQL Server Analysis Services 2012 R2,
2014
MySQL 5.7
PostgreSQL 9.3, 9.4
Teradata 15
Drivers
JT400 JDBC driver (DB2 iSeries)
Mobile
iOS8
Android 4.4
© 2014 IBM Corporation17
Streamline the report creation
process to save time and make
authors more efficient
© 2014 IBM Corporation18
Build a report once and create a consistent corporate
identity with reusable style templates
Define Styles for
standardized reporting
Simplify Report
Maintenance by
Updating Styles Once
Create Templates for
groups to provide a
starting point
© 2014 IBM Corporation19
Leverage the new visualization capabilities and customize
them directly in Report Studio
Extensible visualization properties are exposed in Report Studio & Workspace Advanced
Extensible visualization data slots are now flexible, use only those that you need.
© 2014 IBM Corporation20
See changes to your reports in real-time and speed
authoring with Active Report Live Preview
View Active Report
Content in Report
Studio Directly
Change Layout to
Match Device Output
or Custom
Make Formatting
Changes Directly in
Preview Mode
© 2014 IBM Corporation21
Empower more users with
increased personalization
and targeted capabilities
© 2014 IBM Corporation22
Quickly upload and easily model personal data sources
for end-to-end analysis with My Data Sets
Upload CSV, XLS, XLSX, and create reports and dashboards
Manage uploaded data files without IT
Administrators can define who has privileges
Data in a CSV or
Excel File
Upload to Cognos
BI
Simple Modeling
Author Reports
© 2014 IBM Corporation23
YOU CAN THROUGH COGNOS BI 10.NEXT
Filter related widgets
by selecting values
Create interactive
dashboards for easy
analysis
Define custom buttons
that specify a filter
action
Quickly focus your analysis by using Dynamic Filters in
Cognos Workspace
© 2014 IBM Corporation24
Learn more about these exciting innovations
at www.AnalyticsZone.Com
See the new features in action
Read blogs on key topics from product experts
Test drive a trial version of Cognos BI V10.2.2
Let us know what you think!
1. „Sign up‟ or „Sign in‟ to www.AnalyticsZone.Com
2. Click on Downloads and Trials and select “Business Intelligence” on the menu
© 2014 IBM Corporation25
Foundational Business Intelligence
for the Enterprise
Support for multiple data sources
and operating environments with
customizable visualizations
A known and trusted analytics
foundation
Provides a baseline of information
to feed Watson Analytics across
one integrated and supported
environment
Value and Trust
Cognos Business IntelligenceFoundational Self-Service
Cloud-based agile analytics for
business users
Guided flexible exploration with
cognitive computing and
automated visualization selection
Automated discovery of
combinations
and permutations of data providing
new answers
A standardized gateway to
maximize
Business Intelligence value across
the Enterprise
Revolutionize how your business transforms data into meaningful insights
IBM Watson Analytics & Cognos Business Intelligence
Exploration and Innovation
Watson AnalyticsIndividual Self-Sufficiency
© 2014 IBM Corporation
Cognos Disclosure Management (CDM)Introduction
Stefan Constantinides
© 2014 IBM Corporation
CDM Deployed at Amazon
HUGE time saver!!!– Now with using CDM it takes 5 minutes to generate the monthly executive level report
that used to take a minimum of 3 hours to cobble together.
CDM is rapidly becoming irreplaceable at Amazon.
– One of the Amazon team described it to me as something as essential as turning the
lights on.
How?
© 2014 IBM Corporation
Contributors
Approvers
Report
Consumers
Reviewers
Document
Managers
Consolidations
ERP
Data Warehouse
OLAP
• The template forms
are replicated across
many solo and group
entities.
• Complicated /
extensive XBRL
requires forensic
review and validation.
• Data sources may not
be synchronised but
all templates need to
tie out with one
another.
• Every instance must
change when the
source changes.
Enterprise
Data Sources
Specific and underlying reporting problems
Modelling Engine
Risk Management
The Collaborative Problem• Documents and information are shared on a
network drive or passed around via email, text
messages, notes or yellow sticky pads
• No version control to coordinate contributions to
the report
• No approval process or audit trail to ensure
consensus of one version of the truth
• No visibility or control over the process or
sources of information
The Cut and Paste Problem• Reports are disconnected from their sources
• Last minute changes to actual results, budgets or
forecasts drive extensive rework
• Data integrity can be compromised
• Iterative change and control process complex to
coordinate and time consuming
The ―What Changed‖ Problem•Executives want to understand the updates from
the previous presentation.
•FP&A wants control over the reporting process.
•What happens if a change was made incorrectly?
•Who made what changes and why?
The ―Do it Again‖ Problem•Every month means all reports need to be
updated to reflect the current period
• Title pages
• Date references in text
• Narrative comments
• Dates that drive the data reported
• Data reported
© 2014 IBM Corporation30
IBM CDM
Leverages Existing tools in Use;
Word, Excel, etc.
Reports directly integrated with data
sources so they can be rolled forward.
Master documents can be cascaded.
Changes dynamically updated in
reports eg numbers within text
Provides a powerful multi-user,
collaborative environment
Workflow and version controls deliver
process transparency
Evidence of compliance, report
validation, access control and audit
trails reduce operational risk
Reports driven from a single, secure
database so stakeholders and
consumers get a consistent view
Multiple output formats
Integrated XBRL taxonomy, XBRL
validation and pre-tagged template
reports
Consolidations
ERP
OLAP
Data Warehouse
Contributors Document
Managers
Reviewers
Compliance
Checklists
Business
Rules
Security
Stakeholders
Consumers
EDGAR
Modelling Engine
Risk Management
How IBM Cognos Disclosure Management (CDM) addresses the problems
© 2014 IBM Corporation
Abundance of
reports and
changing
requirements
Manual
time-consuming
processes
High Risk of
errors1 2 3
SOURCE: The Hackett Group
Organizations are relying on outdated tools and processes to
meet mandated reporting requirements
According to 43% of banking CFOs, there are current system limitations due to sub-optimal systems and processes
© 2014 IBM Corporation
What We Deliver!
Instead of navigating
gaps in the production
of recurring reports
over and over again
Employ a
repeatable
process
Instead of manually
piecing together
Microsoft Word,
Excel and
PowerPoint files
Streamline report
assembly
Instead of
interpreting ―just
read‖ data, get to
understanding right
away
Make better decisions
© 2014 IBM Corporation
Management
reports
External and
regulatory
reports
Internal
reportsClose,
consolidate
and report
Worldwide
tagging
Time is spent on low-value work (data/text, copy/paste, editing, validation)
Limited time for specialists to make insightful decisions
Slow, manual, recurring process
Facts within reports can be out of date before the report even published
No compliance or controls during the process
Recurring, multi-author reports create the same problems
© 2014 IBM Corporation
Cognos Disclosure Management (CDM) solution features
• Replace tools and manual processes with a proven reporting solution used by
300+ customers worldwide
• Filing packages provide all the templates and XBRL connectivity that you need
• Familiar MS Office interface for ease of use
• Reduce the risk of errors with strong data integration
• Built in workflow plus full audit trail provides visibility and transparency
• Reports cascading for easier reporting of multiple subsidiaries
• Rollover capabilities reduce reporting for future cycles and provide an easy
transition between periods and mandate versions
IBM Customers that use CDM to meet mandated reporting requirements save time,
gain control and governance over the process and reduce the risk of errors.
© 2014 IBM Corporation
Regulatory / Public Affairs
Marketing & Customer Management
Product Line P&L‘s
Campaign Effectiveness
E-Commerce Metric Analytics
Sustainability/GRI Reporting
Human Resources
Benefits—Employee Comms.
Headcount Reporting
EEOC Compliance Reporting
Pension Administration
Supply Chain/Procurement
Supply Chain Optimization
Vendor Performance
Materials Hedging Reports
Supply Chain Performance
Union Compliance Reports
Factory Safety Reporting
Employee Skills Inventory
Finance and Accounting
Operations
Month & Quarter-End
Management Reports
SEC Filings – 10K, 10Q, 20F
External Reporting
Internal Reporting
Board Books
Business Unit Performance
Management Presentations
Performance or Pay –Employee Reporting
Press Releases
Industry Mandated
Profitability Analytics –Customer, Geo, Channel ++
Annual Report
Purchase Variance Analysis
Pubilc Sector -- CAFR
LifeSci – Clinical Trials Reports
Healthcare – FDA Compliance
Utilities/Energy -- FERC
FinServ – Basel I, II, III
FinServ – Dodd-Frank
FinServ – SEC, FINRA, etc.
Use Cases for Cognos Disclosure Management (CDM)
IT Systems & Operations
Security & Compliance Management
License Deployment Reports
© 2014 IBM Corporation
Easy transition between periods and mandate versions
Proven solution with 300+ customers worldwide
Intuitive error correction
Built-in workflow plus full audit trail
Streamlined assembly of mandated reports
Strong data integration links templates directly to
datasources
Key features and benefits• Full set of Pre-tagged EBA templates directly produces the required XBRL output• Automation to reduce costs and human error, and improve speed• Controls, workflow, audit trail and transparency into each step of the reporting process• Rollover capabilities reduce reporting process for future cycles• Increase ROI – manage wider report production
Key IBM capabilities Management, performance,
regulatory and compliance reporting
IBM Cognos Disclosure Management summary- A Comprehensive Report Lifecycle Tool
Fast and focused validations beyond the EBA requirements
© 2014 IBM Corporation
Why IBM?
Way more than a point solution for a single pain or mandate
Enhanced integration and workflow
Data integration with various data sources (including business intelligence [BI], Performance management [PM] and existing spreadsheets) maintaining data lineage for controlled updates
Report lifecycle management and governance
Industry analysts report favorably on IBM
Plus, if required:
–Tagging functionality (for example, XBRL)
–EDGAR Conversion for SEC filing
–XBRL—analytics and auditing functionality
–Proven, parameter-driven financial consolidation
Senturus: Business Analytics Consultants
39Copyright 2014 Senturus, Inc. All Rights Reserved
BusinessIntelligence
EnterprisePlanning
PredictiveAnalytics
Our Team: Business depth combined with technical expertise.
Former CFOs, CIOs, Controllers, Directors
• Free Trial on AnalyticsZone
IBM Cognos 10.2.2: Free Trial
Copyright 2014 Senturus, Inc. All Rights Reserved
• As a complimentary service, Senturus can take you through the new licensing, recommend the most appropriate and efficient options, and advise on the implications of the new user roles and definitions for your environment.
• We’re often able to sell support renewals at lower rates as a result of the volume discounts we earn.
• Contact Jim Frazier via email: [email protected]
IBM Cognos Licensing Changes: Free Consultation
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*Custom, tailored training also available*
Cognos Training Options
Copyright 2014 Senturus, Inc. All Rights Reserved 45
Coupon Code: Cognos1022Senturus
• First ten people to use it
• Expires February 28, 2015
Special Offer: $50 off Online Training
46Copyright 2014 Senturus, Inc. All Rights Reserved.
Thank You!
www.senturus.com
888-601-6010
Copyright 2014 by Senturus, Inc. This entire presentation is copyrighted and may not be
reused or distributed without the written consent of
Senturus, Inc.