IBM Software

Workshop 1

Working with Business Insight

What is Cognos Business Insight? IBM Cognos® Business Insight is a web-based tool which allows you to use Cognos content and external data sources to interact analy!e and build sophisticated interacti"e dashboards that facilitate collaborati"e decision #aking$

Workshop Objectives In this workshop you will%
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'a#iliari!e yourself with the Business Insight interface$ Consu#e and interact with content within Business Insight$ (dd additional content within the workspace$

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Getting started…
*o into +ublic 'olders , 'CI , -e#os by Capability , Business Insight and click Sales er!or"ance #ashboard

Workshop 1 - Working with Business Insight

+age .

1.$ ))1$ Interacting %ith content 2ight-click the 3NEW SALES TREND BY BUSINESS UNIT4 widget and con"ert the chart to another display such as a crosstab$ 0otice the toolbar options$ +age 5 6xperience Business Intelligence with IBM Cognos 17 .IBM Software ))/$ 0otice the filters on the right hand side for different dates and products$ Modify so#e of the filters to see how the displayed results change$ 'or exa#ple #o"e the 1uarter slider filter to show the periods% Q1 2009 – Q4 2010.

Working with Business Insight +age = .$ 'ro# the widget<s drop-down #enu select 3 rint as #&$4 Workshop 1 .IBM Software ))/$ 'or crosstabs and lists users can sort filter and create calculations$ 'or charts users can #odify the palettes and colors$ ))8$ (dd a new co##ent to a widget$ 9his is done by right-clicking a cell row or colu#n or a chart and selecting 3add co""ent$4 In this exa#ple right-click a cell in the crosstab and select 3add co##ent$4 :nce the co##ent has been added ho"er o"er the red thu#btack sy#bol on the cell or chart to "iew the co##ent$ )).

$ 0otice that the second page has a full listing of all of the co##ents for that particular widget$ 1.IBM Software )).' ))1$ (nal)*ing in!or"ation %ith Business Insight (dvanced Within the widget click the 3#o +ore4 icon$ +age > 6xperience Business Intelligence with IBM Cognos 17 .

IBM Software ))/$ 9his will open Business Insight (d"anced which is the business user<s ad-hoc ?uery and analysis interface$ 0otice how the widget opens in context$ ))8$ Click Cancel$ Business Insight (d"anced will be co"ered in the subse?uent section$ 1..Working with Business Insight +age @ . (ug"enting %orkspace %ith additional content (dd additional content to the %orkspace ))1$ 'ro# the toolbar #enu select Insert .Insert Content$ Workshop 1 .

IBM Software ))/$ 9his will open a content pane on the right-hand side of the page that allows users to add additional content and widgets to their workspace$ 9his pane can also be "iewedAhidden by clicking the blue arrow on the #iddle far right-hand side of the page$ ))8$ 'ro# the top right hand search bar type in 3lead generation4 in the search box and click .nter$ +age 17 6xperience Business Intelligence with IBM Cognos 17 .

IBM Software )).#e"os b) Capabilit) .$ Select the second result BLead Generation (No Prompts) – Mont !" Trendin# $" So%r&eC and drag it onto the workspace$ 0otice how the results are filtered to only show the rele"ant ?uarters$ )).$ Within the Contents pane users can browse to rele"ant reports in addition to searching$ Dnder the drop-down #enu select (ll Contents to return to the Content pane$ ))5$ 9his will pro"ide a list of all of the a"ailable obEects that can be added to the workspace$ Browse to the ublic &olders ./eport Objects #e"and &orecast 0 1+1$ 6xpand the 2eport and select 3#e"and &orecast Chart4$ -rag this obEect into Business Insight$ Workshop 1 .Working with Business Insight +age 11 .Business Insight .&CI .

IBM Software (dd a !ilter to the %orkspace ))1$ Click the 1ools #enu and select 2alue &ilter$ ))/$ -rag a 3'a!%e (i!ter4 and select to &ilter on /egions$ ))8$ 0otice how all the widgets are filtered on the page for this new filter$ +age 1/ 6xperience Business Intelligence with IBM Cognos 17 .

ricing Strateg)$ -rag this obEect to the screen$ ))/$ Dnder the 3Pri&e ) Di**erentia!4 field change the prices to 14 4 and 56 proportionately$ ))8$ Click the #e"and &orecast chart select the arrow #enu option and click /e!resh$ 0otice how the data changes based on the planning #odifications that were Eust done$ Workshop 1 .3perience .IBM Software (dd 1+1 Cube to the %orkspace ))1$ (dd so#e planning content fro# 9M1 by selecting + .Working with Business Insight +age 18 .(pplications .

6xperience Business Intelligence with IBM Cognos 17 .IBM Software 1.6 Su""ar) In this workshop you did the following% & & & 'a#iliari!e yourself with the Business Insight interface$ Consu#e and interact with content within Business Insight$ (dd additional content within the workspace$ +age 1.