IBM Cognos Insight Version 10.1.

Tutorial

Note Before using this information and the product it supports, read the information in Notices on page 15.

Product Information
This document applies to IBM Cognos Insight Version 10.1.0 and may also apply to subsequent releases. To check for newer versions of this document, visit the IBM Cognos Information Centers (http://publib.boulder.ibm.com/ infocenter/cogic/v1r0m0/index.jsp). Licensed Materials - Property of IBM Copyright IBM Corporation 2012. US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Chapter 1. The setting for the tutorial . . . . . . . . . . . . . . . . . . . . . . . 1 Chapter 2. Navigating the tabs in the workspace . . . . . . . . . . . . . . . . . . 3 Chapter 3. Exploring the data . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Chapter 4. Customizing your view of the data . . . . . . . . . . . . . . . . . . . 7 Chapter 5. Performing a what-if analysis. . . . . . . . . . . . . . . . . . . . . . 9 Chapter 6. Manipulating and analyzing data . . . . . . . . . . . . . . . . . . . . 11 Chapter 7. What's next? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

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Introduction
This tutorial consists of interactive tasks that enable you to learn how to use IBM Cognos Insight. IBM Cognos Insight is a data exploration and planning solution.

Audience
For analysts and business users who are looking to more easily access and understand key business information, Cognos Insight empowers you to independently discover, explore, and share this information, and then take action. In contrast to spreadsheets or other point solutions that create information silos, Cognos Insight can be seamlessly woven into a workgroup or larger corporate entity.

Cognos Insight functionality

Cognos Insight provides the following functionality: v Facilitate data exploration You can work with the data you need, on demand, without involving administrators or Information Technology specialists. You can share your insights among workgroups or throughout the enterprise. v Take advantage of a common technology across the IBM Cognos family of products Cognos Insight is extensible to broader business analytics. v Contribute to an enterprise plan Within Cognos Insight, you can enter text, dates, and numeric data in the slice of the enterprise plan that is assigned to you. Changes that you make are highlighted so that you can easily see their impact before committing. If you enter data at cumulative levels of a hierarchy, you can spread that data to the members of the hierarchy. v Discover trends, explore scenarios, and take action Import or merge data sets from personal or managed data sources. Enrich your data without scripting. Use intuitive gestures to uncover trends and insights and visually analyze data. Add charts to evaluate scenarios or plans. v Share and collaborate Share your dashboards or plan workspaces within your workgroup or line of business. Publish your workspace to the enterprise for corporate consumption and to further expand on your insights by taking advantage of IBM Cognos Business Intelligence.

Finding information
To find IBM Cognos product documentation on the web, including all translated documentation, access one of the IBM Cognos Information Centers

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(http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp). Release Notes are published directly to Information Centers, and include links to the latest technotes and APARs. You can also read PDF versions of the product release notes and installation guides directly from IBM Cognos product disks.

Accessibility Features
Accessibility features help users who have a physical disability, such as restricted mobility or limited vision, to use information technology products. Cognos Insight has accessibility features. For information on these features, see the accessibility section in the IBM Cognos Insight User Guide that is available in the PDF section in the IBM Cognos Information Centers (http://publib.boulder.ibm.com/infocenter/ cogic/v1r0m0/index.jsp).

Forward-looking statements
This documentation describes the current functionality of the product. References to items that are not currently available may be included. No implication of any future availability should be inferred. Any such references are not a commitment, promise, or legal obligation to deliver any material, code, or functionality. The development, release, and timing of features or functionality remain at the sole discretion of IBM.

Samples disclaimer
The Great Outdoors Company, GO Sales, any variation of the Great Outdoors name, and Planning Sample depict fictitious business operations with sample data used to develop sample applications for IBM and IBM customers. These fictitious records include sample data for sales transactions, product distribution, finance, and human resources. Any resemblance to actual names, addresses, contact numbers, or transaction values is coincidental. Other sample files may contain fictional data manually or machine generated, factual data compiled from academic or public sources, or data used with permission of the copyright holder, for use as sample data to develop sample applications. Product names referenced may be the trademarks of their respective owners. Unauthorized duplication is prohibited.

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Chapter 1. The setting for the tutorial

In this tutorial, you work for the Sample Outdoors Company. You will use IBM Cognos Insight to examine and review corporate data. By using the sample workspaces to perform a set of tasks, you can explore Cognos Insight and learn how it can help you use your corporate data to fully understand how your company is doing now and what lies ahead. Specifically, you need up-to-date information that will enable you to perform the following activities: v Determine the current state of your company v Identify trouble spots v Perform what-if analyses to help plan the future direction of the company You will assume different roles as you perform the tasks in the tutorial. There are two samples included with this tutorial, the Orders sample and the Human Resources sample. Each task in the tutorial is based on one of these samples. Each sample consists of a workspace that displays data that relates to the sample. Each workspace includes these widgets that enable you to understand and interact with your data: v Tabs, to make it easy to browse through the workspace v Crosstabs, to view dimensions and perform basic analysis on your data v Charts, to clarify numbers and communicate comparisons, relationships, and trends v Text, to create a title or add an explanation v Images, to add visual impact

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IBM Cognos Insight Version 10.1.0: Tutorial

Chapter 2. Navigating the tabs in the workspace

As a sales executive at the Sample Outdoors Company, you need to keep track of how the company is doing. To do this, you want to look at the company's sales data for its products to determine whether there are problem areas that need further investigation. Tabs are used to categorize the data and help you navigate it.

Procedure
1. Click the actions menu icon , and then click Open. 2. Navigate to where you downloaded the samples and double-click Orders.cdd. 3. Click the Orders tab. Note that there are three product lines (Infinity, Kodiak, and Legend), and that order information is shown for all three. You can see in the Orders information widget that sales are much lower for the Kodiak line than for the other two lines. You want to explore the data to find more information about the sales. 4. In the Products widget, click the Kodiak explore point. This filters out product information for the Infinity and Legend products. Tip: You can use the clear this explore point icon products again. to display all the

5. In the pie chart, hover over pie slices to display sales information for the countries or regions where the Kodiak product line is sold. 6. In the Customers widget, click Kanga Kampers. The Orders information widget shows the sales revenue for the Kanga Kampers company and also shows that all sales occurred in February. The Sales by country widget shows the sales revenue by country. All sales occurred in Australia. The area chart shows the sales graphically. The pie chart shows the breakdown of sales by country. Below the area and pie charts, the Order details widget shows more details about the Kanga Kampers sales, such as City, Order quantity, and Sales representative. In the Order size widget, note that all orders are within the 1-5000 range. 7. Click the Products tab. The widgets in this tab show survey, product, sales, and revenue information. 8. Click the Gross margin, Revenue, and Sales Trend tabs, and the button for each year to see the information for each area. Using tabs can help you organize data and filters to hide or focus on specific data. For example, you can use tabs to tell a story about your own business by separating the aspects of your business into meaningful divisions that allow you to quickly view and work with your data analysis. , and then click Close. 9. Click the actions menu icon When you are prompted to save the changes you made to the sample, click No.

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IBM Cognos Insight Version 10.1.0: Tutorial

Chapter 3. Exploring the data

As a sales account manager, you know that sales are down for the Legend line of products. You want to drill into the data in your workspace to determine where there may be sales opportunities.

Procedure
1. 2. 3. 4. Click the actions menu icon , and then click Open. Navigate to where you downloaded the samples and double-click Orders.cdd. Click the Orders tab. In the Products widget, click Legend. This hides product information about the Kodiak and Infinity products. You see that orders have dropped sharply in July. You want to further explore customer sales for that month. 5. In the Customers widget, note that there are seven customers listed and that four customers ordered Legend products. They are shown in bold at the top of the list. The chart showing the order size over time is an area chart. For a more effective representation, you want to change it to a bar chart. Before distributing this workspace, the administrator locked the widgets to preserve data integrity and prevent users making accidental changes to the data. However, you need to edit a crosstab, so you must unlock the widgets. 6. Right-click in the chart widget, and then click Unlock widget. To unlock all widgets, place the cursor on the background of the workspace, right-click, and then click Unlock all widgets. A toolbar appears above the chart. , and from the list, click Bar. 7. Click the change chart icon 8. Right-click in the chart, and then click Lock widget. To lock all widgets, place the cursor in the background of the workspace, right-click, and then click Lock all widgets. The bar chart appears. 9. In the Customers widget, click each of the customers who bought Legend products to see sales by month and country or region to help you determine when and where to target your sales campaigns. From exploring the data in this task, you can tell that there may be sales opportunities for the Legend line of products among the three companies that did not order the Legend products. There may also be opportunities to increase sales to your current customers. , and then click Close. 10. Click the actions menu icon When you are prompted to save the changes you made to the sample, click No. Focusing on key aspects of your data is easy to do in Cognos Insight. It is also important because it allows you to see differentiators in your data that you may otherwise not have known about from a common spreadsheet.

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IBM Cognos Insight Version 10.1.0: Tutorial

Chapter 4. Customizing your view of the data

You can customize the data in your workspace to see different information than what is displayed by default.

Procedure
1. Click the actions menu icon , and then click Open. 2. Navigate to where you downloaded the samples and double-click Orders.cdd. . 3. Click the insert a new tab icon A new tab appears called Tab 5. You now have a blank canvas to use for creating a new view of the data. You can rename the tab to something more meaningful. To do this, right-click Tab 5, click Rename, and type a new name, for example, Sales. 4. Click the use the content pane to explore and restructure data icon all the dimensions and measures that have been imported. to see

The Data pane shows the metadata for the cubes that are in the Orders.cdd sample. 5. Drag the Orders information cube onto the workspace. The Data pane contains the metadata. The crosstab and chart contain the data. By default, dragging the cube displays the first dimension, Total of order number, and all the measures that are available in the cube. In this case, there is only one measure, Order revenue. The overview area above the workspace shows you which dimensions are available in the cube that you dragged onto the workspace. 6. Click each dimension to see the information within it. Instead of the Total of Order number, you want to see the Total of Products. To do this, you need to swap the Total of Products dimension for the Total of Order number dimension. Drag Total of Products onto Total of Order number in the overview area. As well as the total of products, you want to see customer information. Drag Total of Customer next to Total of Products. The total of products for all customers and the total of products for each customer are displayed. To see the total for each product, you must first hide the Total of Products. Right-click Total of Products on the workspace, click Show Dimension, and then click Don't Show Totals . Next, you want to see revenue information. Drag Total of Months in the overview area beside Orders Measures in the overview area. This adds revenue columns for January to July.

7. 8.

9.

10.

11. To see the quantity ordered by month, click Total of Order size in the overview area, and then click each entry to see the quantity that each customer is buying each month. By swapping, nesting, and positioning your data set, you can create the views and perspectives that you need to help you analyze your data.
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12. Click the actions menu icon , and then click Close. When you are prompted to save the changes you made to the sample, click No.

IBM Cognos Insight Version 10.1.0: Tutorial

Chapter 5. Performing a what-if analysis

As the human resources manager, you need to determine the business impact of making changes that affect the structure and staff of the Sample Outdoors Company. In this case, you want to see the effect of increasing salaries by 5%.

Procedure
1. Click the actions menu icon , and then click Open. 2. Navigate to where you downloaded the samples and double-click HumanResources.cdd. 3. Click the Employee expenses tab. 4. In the Employee expenses crosstab, right-click Pay, and then click Duplicate Member. The duplicate column named Pay type1 appears beside the Pay column. 5. Type What-if Pay 5 to rename the column. 6. In the What-if Pay 5 column, click the Total of Country cell, type inc5, and press Enter. The values in all the cells in the What-if Pay 5 column increase incrementally by five percent. The What-if Pay 5 column is also added to the chart below the crosstab. You can create what-if scenarios to forecast, plan, and differentiate the possibilities of your data set. , and then click Close. 7. Click the actions menu icon When you are prompted to save the changes you made to the sample, click No.

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Chapter 6. Manipulating and analyzing data

As the manager of the Sample Outdoors Company who is responsible for training, you need to cut costs. To help you determine where you can cut costs, you want to compare costs for given periods of the year.

Procedure
1. Click the actions menu icon , and then click Open. 2. Navigate to where you downloaded the samples and double-click HumanResources.cdd. 3. Click the Employee training tab. This tab provides at-a-glance course information. It shows the courses by name, a list of attendees, the total course enrolment by course, and graphs of the course cost, the number of days, and the enrolment by month. Now, you want to group January, February, and March so that you can analyze the data by quarter. 4. Right-click on the Employee training by month widget and click Unlock Widget. 5. Ctrl+click January, February, and March. 6. Right-click and then click Insert Parent. Note that the selected members are grouped under a new member called Member 1. 7. To rename Member 1 to something more meaningful, right-click Member 1, click Rename Member and type Quarter 1. You can now see that the course costs for the quarter are $32000, which is close to the total for the month of July. You may want to explore further to see why there is such a difference so that you can decide whether you need to take action. Creating hierarchies of parent-child relationships allows you to expand your data set and gives you enhanced control of your application. , and then click Close. 8. Click the actions menu icon When you are prompted to save the changes you made to the sample, click No.

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Chapter 7. What's next?

In this tutorial, you have learned some basic skills to apply when exploring your data in IBM Cognos Insight. There is much more that you can do in Cognos Insight. For instance, you can create calculations or design your own workspace and add widgets such as tabs, crosstabs, charts, text, images, and web pages. To learn how to perform these tasks, see the IBM Cognos Insight User Guide, which is included with every edition of Cognos Insight. The user guide is available from the Help menu in Cognos Insight. If you have a license for IBM Cognos TM1 or IBM Cognos Business Intelligence software, you can use Cognos Insight to publish, distribute, and control your workspaces as described in the following sections.

Implement central control of files

You can store a file on a server, but you must have a license for Cognos TM1 or Cognos Business Intelligence software to perform this activity. For example, a number of people in the Sample Outdoors Company have collaborated on a Human Resources file, which is stored on the company's LAN. As the owner of this file, you decide that it should be stored on your server so that its versioning and security can be controlled by the IT department.

Share a workspace file

You can share a workspace file, but you must have a license for Cognos TM1 or Cognos Business Intelligence software to perform this activity. You can share the workspace with selected colleagues by using IBM Cognos Connection to control access to the workspace. When the authorized colleagues access the workspace from Cognos Connection, Cognos Insight is automatically installed for them if they do not have it already. For example, as the human resources manager, you have created a workspace showing the effects of a 5% reduction in staff. You want to make the information available but only to staff members within the Human Resources department. To do this, you specify the IBM Cognos system that you want to use and the name and location of the workspace, review the workspace, and share it.

Publish and distribute a workspace

You can publish a workspace to an Cognos TM1 server that users can access by using Cognos Business Intelligence, but you must have a license for Cognos TM1 or Cognos Business Intelligence software to perform this activity. When you publish a workspace, a data source, package, and reports will be created.

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For example, you have made multiple changes to a Human Resources file. You want to make the file available to other staff members to review. To do this, you specify an IBM Cognos system, the name of the Cognos application that you want to create, the Cognos Business Intelligence system that you want to use, and then publish the workspace. It is now available for others to review.

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Notices
This information was developed for products and services offered worldwide. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service. This document may describe products, services, or features that are not included in the Program or license entitlement that you have purchased. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY 10504-1785 U.S.A. For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to: Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan Ltd. 1623-14, Shimotsuruma, Yamato-shi Kanagawa 242-8502 Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.
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IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact: IBM Software Group Attention: Licensing 3755 Riverside Dr Ottawa, ON K1V 1B7 Canada Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee. The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement, IBM International Program License Agreement or any equivalent agreement between us. Any performance data contained herein was determined in a controlled environment. Therefore, the results obtained in other operating environments may vary significantly. Some measurements may have been made on development-level systems and there is no guarantee that these measurements will be the same on generally available systems. Furthermore, some measurements may have been estimated through extrapolation. Actual results may vary. Users of this document should verify the applicable data for their specific environment. Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. If you are viewing this information softcopy, the photographs and color illustrations may not appear.

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Trademarks
IBM, the IBM logo, ibm.com, TM1, and Cognos are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at Copyright and trademark information at www.ibm.com/legal/ copytrade.shtml.

Notices

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Index A
administering, See managing advanced settings managing 13 analyzing data 11 grouping data 11

M
managing advanced settings content 13 users 13 manipulating data 11 13

C
canvas 1 charts 1 columns swapping 7 rows and columns crosstabs 1

N
7 navigating tabs 3 workspace navigating 3

D
data analyzing 11 changing 7 combining 11 exploring 5 grouping 11 manipulating 11

R
rows swapping 7

T
tabs 1 navigating 3

E
exploring data 5

W
workspaces 1 1

G
getting started

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