Cognos Dashboard Creation Business Intelligence
What is a Dashboard? • A dashboard is a collection of information in one place. • An effective dashboard is a collection of reports that highlight meaningful information that can be acted upon. • High level summaries that easily allow access to underlying detail. • Graphs that summarize large data sets efficiently. • Visual indicators that draw attention to key facts.
Why make a Dashboard? • Ease of use • One centralized location for users • Simplifies navigation • Can be included in a Portal • Time savings • Visual indicators highlight items needing further attention • Users can be saved from running reports needlessly
How to Create a Dashboard • Plan your design • Think about reports that would be useful • Think how the data would best be presented • Think about the visual layout • How will the dashboard be viewed • Grouping related data together makes for a logical layout • Write the dashboard as any other report. It just takes more care arranging multiple report objects on one page. • Write your supporting drill through reports and setup your drill through definitions the dashboard. • (optional) Create a new portal page to display the dashboard in its own tab.
Example • For my example we will use this audit dashboard
Example • This dashboard is meant to highlight report usage over time. • It will be displayed in a portal tab so sizing is important. • I want to organize it so related items are near each other. • Each chart has a drill through to a full scale version with additional drill throughs for more detail Each graph is 200 x 200 pixels in a 3 by 2 table. User Grouping Report Grouping
Creating a Portal Tab Click on New Page. Add portal elements. After naming, select the number of columns. Cognos Viewer allows viewing reports Enter a title. Check View the page and hit finish.
Creating a Portal Tab • You now have this portal tab. You just have to define the settings of each element.
Cognos Navigator Tile is entered here, if left blank Cognos Navigator is displayed. Select the folder you want to display when the page loads. Channel name allows reports to be opened in the Cognos viewer.
Cognos Viewer Tile is entered here, if left blank the report name is displayed. Channel name that matches what was entered in Cognos navigator Portal size only accepts the unit pixels. Standard Report options.
RSS Viewer The RSS View just needs an RSS url to display.
Final Product Html object
Conclusion • We have created an effective dashboard portal using a few simple objects. • A report with 6 graphs in a 3 by 2 table. • A portal page with 3 standard portal components • Cognos Navigator • Cognos Viewer • RSS Viewer • With a little planning a very complex looking dashboard is relatively simple to create.