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NOVEMBER 2001
COGNOS BI TOOLS
E-Business Practice
Agenda
OLAP Terminology Start/Stop Cognos Services Cognos Components Features Of Cognos Tools Architect Impromptu Transformer PowerPlay Client Administration Components Ad-hoc queries
NOVEMBER 2001
COGNOS BI TOOLS
E-Business Practice
OLAP Terminology
OLAP (Online Analytical Processing) OLAP functionality is characterised by dynamic, multidimensional analysis of historical data. OLAP tools can run against a multidimensional database or interact directly with a relational database Database Cubes Multidimensional representation of data reflecting the dimensions and measures that are stored in the Datawarehouse Web Server A web server integrated with Windows NT Server makes it easy to publish information and bring business applications to the Web
NOVEMBER 2001
COGNOS BI TOOLS
E-Business Practice
OLAP Terminology
Hierarchy A logical structure that uses ordered levels as a means of organising data. A hierarchy can be used to define data aggregation; for example, in a Time dimension, a hierarchy might be used to aggregate data from the Month level to the Quarter level to the Year level Level A position in a hierarchy. For example, a Time dimension has Month, Quarter, and Year levels Drill Down/Up Drill down is a feature provided by Cognos to view the data to subsequent details, depending on the hierarchy specified. Conversely, drill up would summarise the data and take a user to the higher levels in a hierarchy
COGNOS BI TOOLS
E-Business Practice
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OLAP Terminology
Cognos Query The web-based application provides facilities to query the Datawarehouse directly from within an Internet browser PowerPlay Web The front-end web interface to view the multidimensional cubes. Cognos Upfront The user interface that provides facilities to publish, search, organise and view Cognos reports and queries on the Web. Upfront is used with PowerPlay Web and Cognos Query to organise and share business information LDAP Server (Netscape Directory Server) The security information for the cubes and reports is stored in the authentication source i.e. a namespace in the LDAP (Netscape Directory Server)
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COGNOS BI TOOLS
E-Business Practice
OLAP Terminology
PowerPlay Client This facilitates the user to perform more advanced OLAP analysis. Each PowerPlay report is associated with the cube, which allows the user to view the dimensions and measures Impromptu This facilitates the user to perform adhoc querying on the client. Catalog A Catalog is an Impromptu file (*.cat) that contains the information for users to access data in a meaningful and controlled way. It contains the metadata associated with the database structures and is a bridge between the source data and the user
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COGNOS Components
Enterprise Server Dispatcher (Receives PowerPlay requests either directly from
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COGNOS Components
Upfront (Includes Data Store, Server and Gateway) Cognos Query (Includes Data Store, Server and Gateway) Enterprise Server Gateway
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COGNOS Components
Administration Components
Upfront Server Administration Cognos Query Server Administration Enterprise Server Administration Access Manager Administration Access Manager Configuration Ticket Server Administration Architect Transformer (Client Component) Impromptu Administrator SQLPLUS and NET 8.0
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(Nested crosstabs, charts, filters, calculations, sorting, slice and dice, and drill down)
Export features (Export to csv , pdf file formats)
Security
(Specifying viewing, modification and publishing rights by User Class for every NewsBox in Upfront) OLAP Reporting (Integration allows you to move seamlessly from any report, analysis, or query)
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(Users can create standard and ad hoc reports quickly and easily by using the PowerPlay client)
Advanced features (Users can easily refine reports and reporting applications contents to suit their individual requirements) Multidimensional features (slice and dice, drill down/up) Two modes for analysis (Two separate modes : Explorer and Reporter)
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ARCHITECT
Architect
Architect Interface Data Access Layer Import Metadata Business Layer Table Joins Package Layer Security Publish to Upfront Publish to Impromptu Catalog
NOVEMBER 2001
COGNOS BI TOOLS
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COGNOS Architect
Architect is a metadata management tool that provides a single point of administration for business models that you can share between all your Cognos reporting and analytical products
Architect is a custom component of the Impromptu Administrator, PowerPlay Transformation Server, and Cognos Query installations
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COGNOS BI TOOLS
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Architect Interface
Data Access Business Package
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Import Metadata
Select or create a logical database Insert Database Connection
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Import Metadata
Select the database items
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Business Layer
The business layer describes the business view of the corporate data as well as the information that your report authors and query designers require It consists of Business model (entities,attributes, and relationships), which you can view as an entity-relationship diagram Business rules (calculations, filters, and prompts) Display rules (styles)
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COGNOS BI TOOLS
E-Business Practice
Business Layer
Architect generates the basic business layer from the objects in the data access layer The tables and other objects become entities, and columns become attributes Other objects in the data access layer, such as keys and joins, are used to generate the equivalent objects in the business layer You can modify the business layer to reflect your users reporting and querying requirements
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Business Layer
Choose Build Architect Model from Model menu Select build of basic business layer Deselect build of package layer Click Build the Architect Model Give business names in Business Layer by right clicking the entity to be renamed
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Table Joins
Select Show Diagram from Diagram menu
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Table Joins
Create joins between fact tables and dimensions Define cardinality for joins between measure and dimensions
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Table Joins
Joins in the data access layer define the links between tables (and other objects, such as views and synonyms) When you import metadata, Architect gathers all available information about tables and keys, and uses declared referential integrity to form table joins Architect stores this information in the data access layer and uses it to generate relationships in the business layer Note : After the joins are generated, you should inspect them, and delete any incorrect or unwanted joins.
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COGNOS BI TOOLS
E-Business Practice
Package Layer
The package layer contains packages that describe subsets of the business layer Each package may be targeted for one or more Cognos tools (PowerPlay Transformer, Impromptu, and Cognos Query)
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COGNOS BI TOOLS
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Package Layer
A package contains all the information from the business layer that a specific user (or group of users) will need to create cubes in PowerPlay Transformer, or reports in Impromptu and Cognos Query
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COGNOS BI TOOLS
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Package Layer
A package can contain subjects, which are based on entities, and subject items Note : The subject folders in the Architect package are present in the Impromptu Catalog The subject folders on the Architect package are not present in the package published to Upfront for Cognos Query
NOVEMBER 2001
COGNOS BI TOOLS
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Package Layer
Insert a new package by choosing Insert Package from right mouse pop up menu in package window Specify package name Check the target application for which the Package is targeted viz.. PowerPlay Transformer, Cognos Query and Impromptu. Select entities from the list box listing all entities that were in Business layer
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Security
Set up security by choosing Set up Model security item from model menu Verify the model
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Publish to Upfront
Right click on the Package to be exported Select Publish to Upfront Uncheck Publish subjects as NewsItems
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Click on Yes to verify the model and check if there are any errors
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IMPROMPTU
Impromptu
What is Impromptu Impromptu Catalog, Catalog folders Create reports - Impromptu Query Definition Create a new Catalog Impromptu features
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COGNOS BI TOOLS
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What is Impromptu
Impromptu is a reporting tool which is used to query information without programming complexities
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Impromptu Catalog
A Catalog is a file which provides a bridge between you and your data Catalog consists of Folders (groups of information) Columns (data items) Calculations (expressions computing required results) Conditions (filters to display relevant information) Prompts (pre-determined criteria)
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Catalog Folders
Catalog Folders shows contents of catalog The catalog list includes all the folders, columns, conditions and calculations available in the catalog
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Fact Query
Select the required measures from each fact table Select the lowest levels from each dimension on which the fact depends Add Required Filters Click OK The report is displayed on the screen
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Impromptu Features
Add, remove or move columns Sort in ascending or descending order Group data (to eliminate data redundancy) Filter data Summarise data (totals, averages) Formatting techniques Print, save and open reports
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COGNOS BI TOOLS
E-Business Practice
TRANSFORMER
PowerPlay Transformer Model
What is Transformer, its components and installation Start / Stop server Setting preferences Transformer interface Data sources and properties Dimension Map Measures Power Cubes Saving models rsserver executable
NOVEMBER 2001
COGNOS BI TOOLS
E-Business Practice
What is Transformer
Transformer is the COGNOS tool that is used to create structured models from various data sources that you then distribute as multidimensional PowerCubes
NOVEMBER 2001
COGNOS BI TOOLS
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Components
Client component and Server Component Each server model can be derived from a local model you create using Transformer on Windows Each local model is associated with one server version of the same model The two versions of Transformer (Transformer on Windows and Transformer on UNIX) ensure that these models remain synchronised with one another.
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COGNOS BI TOOLS
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Components
Powergrid Transformer on Windows communicates with Transformer on UNIX via PowerGrid, a utility that is included with PowerPlay Transformation Server (UNIX edition) The PowerGrid network daemon (netd) must be installed, configured, and running on the computer where Transformer on UNIX listens for requests from Transformer on Windows All communications from Transformer on Windows to PowerGrid must be made using a Windows Sockets compliant TCP/IP connection
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Setting preferences
Launch Transformer
Click on PowerPlay Transformer from Programs menu
Preferences
Select Preferences from File menu and select directories tab
Properties
Set the following properties Models : Location of models Data Source : Location of IQD files
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Transformer interface
Dimension Map Data Sources List Measures List Power Cubes Dimensions Pane and Category Viewer
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Transformer interface
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Data Sources
Insert a Data Source
Right-click anywhere in the Data Sources list and choose Insert Data Source Use the Data Source Wizard to specify name and location of an IQD file Insert Data Sources for Dimensions Facts Current Day
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Dimension Map
Building Hierarchies Right click in dimensions area and insert a dimension Specify dimension name and dimension type (time or regular) Drag level column from Data Sources List and create a level Create hierarchy adding multiple levels Create drill downs Check automatically set current period for the Time dimension
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Measures
Drag measures from Data Sources List window into measures window Right click in measures window choose Insert Measure. In the type tab of properties add a calculation Set Output Scale to zero
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Power Cubes
Right click in Power Cubes window and choose Insert Power Cube Specify Power Cube properties
* * * * * * * Power Cube Name : required name Processed : On Server Cube Creation : Enabled Incremental Update: Check for year cubes Cube Group : Split cubes by Calendar Year for year cubes Measures : Include / Exclude (Design Document) Dimensions : All Categories/ Dimension/View
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COGNOS BI TOOLS
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Saving Models
Set Properties Choose Model Properties from File Menu Specify model name in Name box Specify Solaris connection in Connection box Specify Unix model directory in Model Path box Choose maintenance item from server menu Click on Restore Server Model on Client to save models on Solaris
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COGNOS BI TOOLS
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Transformer Executable
Rsserver
The rsserver program can be run from the command line to build, edit or update server models, and create PowerCubes Options
-c Generate Categories and Create Cubes -k Signon -p Model file
NOVEMBER 2001
COGNOS BI TOOLS
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Agenda
PowerPlay Client
What is PowerPlay PowerPlay client interface Modes Drill down / up, Slice and dice Switch Measures, Switch to graphical view Filter data Nest dimensions Some other features
NOVEMBER 2001
COGNOS BI TOOLS
E-Business Practice
What is PowerPlay
PowerPlay is a BI tool which is used for Multi Dimensional data analysis
PowerPlay is a tool that enables you to examine information, from many different aspects, in order to understand your business
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Modes
Explorer Mode Use Explorer when you want to ask questions of the data Use Explorer to examine the data and and focus in on what is happening within the business
Reporter Mode Use Reporter when you want to report your findings It enables you to collate all the required data into one file, and manipulate it if required
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Switch Measures
Change the Measure by pausing your pointer at the end of dimension line Pause your pointer on down arrow Click on required measure
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Switch Measures
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Filter Data
To filter report information, pause the pointer on the required dimension folder From the flyout menu click the required value The data will then be displayed for the value of the dimension that has been selected
NOVEMBER 2001
COGNOS BI TOOLS
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Filter Data
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Nest Dimensions
Add Nested Categories Drag the dimensional folder to the bottom of the row or column area and drop it You can swap the row and column dimensions You can swap two dimensions on the same edge
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Crosstab Pie Simple Bar Clustered Bar Stacked Bar Multiline 3D Bar
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Swap Zero Suppression Export CSV Export PDF Help Save As Return to Source
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General Menu
Specify the URL of the gateway component. For e.g. http://wndci002/cognos/cgi- bin/ppdscgi.exe Specify the server mirror references if any
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Cognos Query
Generating an Ad-hoc Query in Cognos Query involves the following steps Select Select the Cognos Query package on which you want to create Ad-hoc query Execute Execute the query on Datawarehouse after selecting relevant columns from tables Save Save the query in the location that you want
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Thank You
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