Capstone Consulting Newsletter

About this Newsletter
Introduction
Cognos 8 BI Reporting
Best Practices
Conclusion
About Capstone

About This Newsletter

The intent of the Capstone Newsletter is to keep you informed of industry trends that can shape how you do business. You will also find information on upcoming technology events as well as interesting and timely technology articles.

We hope you find the information in this newsletter relevant. Your feedback on these or potential future topics is welcome at feedback@capstonec.com.

Introduction

Business Intelligence (BI) is making a big splash in the software industry market as of late. A quick Google search will reveal a great deal of BI activity. All the key software vendors are there – Oracle, Microsoft, IBM… and for good reason. In highly competitive markets, BI can be the key to staying ahead. In sales-driven companies, BI can quickly put the spotlight on an untapped area of the market.

One of the biggest players in the BI game is a 38 year old Canadian company named Cognos. For this newsletter we will take a look at one of the cornerstones of Cognos’s BI product – Reporting.

What is Cognos 8 BI Reporting?

Cognos’s website says, “Cognos 8 Business Intelligence is the only BI product to deliver the complete range of BI capabilities: reporting, analysis, scorecarding, dashboards, business event management as well as data integration, on a single, proven architecture.”

As you can see, Reporting is just one part of Cognos 8 Business Intelligence. But, it is arguably the most important and definitely the most used component of Cognos 8 BI. A good report will allow people with varying degrees of technical experience to view the information picture they want. This, of course, will lead to business decisions driven by solid facts.

Best Practices

Cognos 8 BI Reporting provides three core capabilities (or business functions) – Getting the Information You Need, Seeing Information the Way You Want, and Taking It a Step Farther.

Get the Information You Need
Cognos Reporting enables you to get the data you want on a report. Here are some of the ways:

  • Use any data source you want. Of course you are going to be able to report against your relational database, but what if you need to report against PeopleSoft (or any other ERP)? What if you have a WebService that is producing the data that you want to report against? Cognos Reporting can use data wherever you have it.
  • Narrow the focus of reports by filtering data. You only see the data that is meaningful to you.

See Information the Way You Want
Staring at cold hard data is not on anyone’s list of favorite things to do. Cognos Reporting not only gives you the data in the most understandable way, but also lets you soak in that information in a number of other visual ways.

  • Access the web portal from anywhere. Show your customer a report on their own machine by logging into the web portal from their machine. Even better, give them a personalized web portal page of their own.
  • Produce reports in HTML, PDF, and Excel formats. A few clicks will produce the format you want.
  • Report Types. Crosstab, Financial, Chart, and Map, to name a few.
  • Create and format reports using grouping, headers, footers, and other formatting options.
  • Add value to your reports by using calculations and additional report building techniques. Your customers can put their calculators, highlighters, and marking pens away when you calculate fields, add notes, and shade the information for readability. You can also highlight exceptional data in your reports to draw attention to the most important areas on the report.

Take It a Step Farther
These are the things that really add value. With the following features, you can avoid many of the “I need this yesterday” type of reports.

  • Design Executive Dashboards. Put that critical day-to-day information right in front of your decision makers every time they log in to their Cognos portal. When does a business rule live in a use case, when outside?
  • Create interactive reports by building report prompt. This isn’t the static report you are used to. Users can be prompted to select the information they want every time the report is run. With this feature, one report can do what it used to take several reports to do.
  • View related information by setting up drill-through access. Users can “drill up” to a higher level to see an overview of the data. Users can “drill down” and see the data behind the data they are currently viewing. Let your report users answer their own questions.

Conclusion

Your company may be looking for a reporting tool or maybe you have just jumped on the BI bandwagon. You maybe already have a reporting tool and can’t understand what the difference is between them. Maybe you think to yourself, “Of all the reporting tools out there… Cognos Reporting is one of them.” Whatever your position, it might be worth your while to discover how the largest software company in Canada is doing reporting.

Capstone has delivered a variety of BI and Data Warehouse implementations. We help the business make decisions about how and if to use BI. If you are considering using BI or improving your use of BI, Capstone can help with expertise in these areas.



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