IMPLEMENTING RELATIVE TIME. IBM Cognos Business Intelligence

Transcription

1 IMPLEMENTING RELATIVE TIME IBM Cognos Business Intelligence

2 GoToWebinar Control Panel Submit questions here Click arrow to restore full control panel Copyright Senturus, Inc. All Rights Reserved 2

3 AGENDA Welcome and Introduction Implementing Relative Time What it is, and why you need it Use the Modeling Tools: Transformer Cube Designer Customize using the Reporting Tools: Report Studio Cognos Workspace Advanced More Resources - *Special Offers! Q&A Copyright Senturus, Inc. All Rights Reserved

4 INTRODUCTION: TODAY S PRESENTERS Greg Herrera President and Co-Founder Senturus Albert Valdez Vice President Learning Solutions Senturus Copyright Senturus, Inc. All Rights Reserved 4

5 SENTURUS INTRODUCTION WHO WE ARE

6 SENTURUS: BUSINESS ANALYTICS CONSULTANTS Creating Clarity from Chaos Business Intelligence Enterprise Planning Predictive Analytics Our Team: Business depth combined with technical expertise. Former CFOs, CIOs, Controllers, Directors, BI Managers Copyright Senturus, Inc. All Rights Reserved 6

7 750+ CLIENTS, PROJECTS, 13+ YEARS Copyright Senturus, Inc. All Rights Reserved 7

8 DEMONSTRATION CONTEXT All demonstrations are based on the standard IBM Cognos Great Outdoors Sample package These exercises are part of what we teach in our classroom, specifically from our Transformer and Dynamic Cubes OLAP Modeling classes, as well as our Dimensional Authoring with Report Studio class Copyright Senturus, Inc. All Rights Reserved 8

9 RELATIVE TIME WHAT IT IS AND WHY YOU NEED IT

10 RELATIVE TIME DEFINITIONS Relative Time Relative time categories, or members, allow your authors to easily compare performance over time series Without relative time definitions authors have a difficult time creating reports that dynamically show results in relative time groupings, for instance: Current period vs. Prior period Current period vs. Same period, last year Static filters or absolute member references (Jan. vs. Jan. ) will ALWAYS show those time periods they will not roll forward as your Current Period changes

11 RELATIVE TIME USING OLAP MODELING TECHNIQUES TO CREATE RELATIVE TIME

12 RELATIVE TIME DEFINITIONS IN MODELING Where can we leverage OLAP features to define relative time members inside the data source? IBM Cognos Transformer Relative Time is Automatic for most Time Dimensions Can be customized fairly extensively Done entirely within the GUI

13 RELATIVE TIME DEFINITIONS IN MODELING Where can we leverage OLAP features to define relative time members inside the data source? IBM Cognos Cube Designer As of Feature Bundle, commonly used definitions can be included Automatically Can customize using GUI or hand-written MDX expressions

14 CUSTOM RELATIVE TIME DEFINITIONS IN MODELING There are three types of relative time categories: Single Category Month, Quarter, Shift Period-to-Date Total or Period-to-Date Total Grouped Week-to-Date, Year-to-Date Grouped, Quarter-to-Date Grouped N-Period Running Total (and Grouped) 6 Months running total from this year compared with same 6 Months last year, 1 Quarter running total from 4 Quarters ago Today Q1 Q2 Q3 Q4 Q1 Q2 Single Period-to-Date Running Total Q3 Q4 Q1 Q2

15 DEFINING THE CURRENT PERIOD IN MODELS By default: In both Transformer and Cube Designer, the latest date that is encountered for the source column which is used to populate your Time Dimension will determine the Current Period for that Cube You can manually define Current Period, if desired Transformer: Cube Designer:

16 RELATIVE TIME USING OLAP AUTHORING TECHNIQUES TO LEVERAGE RELATIVE TIME

17 OLAP AUTHORING FOR RELATIVE TIME Again, the desire is to create DYNAMIC reports that enable time-series analysis with NO MAINTENANCE required! Current versus Prior period Rolling n-period Trending Period-to-Date analysis Leverage pre-defined Relative Time Definitions, or Create your own! Copyright Senturus, Inc. All Rights Reserved

18 OLAP AUTHORING FOR RELATIVE TIME Dimensional Functions are available in: Report Studio ALL functions are exposed Copyright Senturus, Inc. All Rights Reserved

19 OLAP AUTHORING FOR RELATIVE TIME Dimensional Functions are available in: Cognos Workspace Advanced Only some functions are exposed, however ALL functions will work Copyright Senturus, Inc. All Rights Reserved

20 OLAP AUTHORING FOR RELATIVE TIME prevmember(member) lead(member, index_exp) nextmember(member) lag(member, index_exp) Time Q1 Q2 /Jan /Feb /Mar prevmember /Feb Q3 Q4 Q1 Q2 Q3 Q4 /Oct /Nov /Dec nextmember /Feb lag Q 2 one member backward lead Q 2 two members forward 20

21 OLAP AUTHORING FOR RELATIVE TIME openingperiod month level parallelperiod Q 4 prior year Time Q1 Q2 /Jan /Feb /Mar Q3 Q4 Q1 Q2 Q3 Q4 /Oct /Nov /Dec periodstodate Q 3 closingperiod month level 21

22 The closingperiod function closingperiod(level, [member]) closingperiod ([sales_and_marketing].[time].[time].[quarter]) Time Q1 Q2 /Jan /Feb /Mar Q3 Q4 Q1 Q2 Q3 Q4 /Oct /Nov /Dec closingperiod ([sales_and_marketing].[time].[time].[quarter],[]) 22

23 The periodstodate Function periodstodate(level, member) periodstodate([sales_and_marketing].[time].[time].[year],[ Q 2]) periodstodate([sales_and_marketing].[time].[time].[time],[ Q 2]) Time Q1 Q2 /Jan /Feb /Mar Q3 Q4 Q1 Q2 Q3 Q4 /Oct /Nov /Dec 23

24 The lastperiods Function lastperiods(integer_exp, member) lastperiods(6,[/apr]) 24

25 ADDITIONAL RESOURCES OLAP Modeler Training, Dimensional Author Training Copyright Senturus, Inc. All Rights Reserved 25

26 Upcoming Report Authoring Training OLAP Week NEXT Week!: August Transformer OLAP Modeling August 12 Workspace Advanced Relational Authoring August 13 Workspace Advanced OLAP Data Exploration August 14 Report Studio Dimensional Authoring Fundamentals August 15 Report Studio Dimensional Authoring Advanced $100 off ANY of the above classes, use Discount Code: WAAUG You can use this discount as many times as you want, just create separate transactions if you sign up for more than one of the above classes September 12: NEW Advanced Active Reports Class Copyright Senturus, Inc. All Rights Reserved. 26

27 NEW Advanced Active Reports Class September 12 Advanced techniques to create highly interactive reports using multiple controls Create custom controls Examine advanced deck features Use advanced techniques to conditionally show, hide, filter, or select report objects Copyright Senturus, Inc. All Rights Reserved. 27

28 Save $600 on IBM Insight (formerly IOD) Save $400 By registering before October 3rd and using Senturus preferred customer code G14SNTURUS, you ll get an additional $100 off the super saver discount for a total of $700 savings. $200 Training Credit Receive $200 in Senturus training credit, good toward any of our 20 live instructor-led Cognos online training classes. $25 in Gambling Chips At Senturus, we re betting on you! Registrants will enjoy a welcome gift of $25 in Mandalay Bay Hotel gambling chips upon arrival. Copyright Senturus, Inc. All Rights Reserved. 28

29 Q&A

30 Thank You Helping Companies Learn From the Past, Manage the Present and Shape the Future Copyright by Senturus, Inc. This entire presentation is copyrighted and may not be reused or distributed without the written consent of Senturus, Inc.