IBM Cognos Insight

Version 10.2.0

Tutorial

Note
Before using this information and the product it supports, read the information in Notices on page 19.

Product Information
This document applies to IBM Cognos Insight Version 10.2.0 and may also apply to subsequent releases.
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. Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Chapter 3. Navigating the tabs in the workspace . . . . . . . . . . . . . . . . . . 7
Chapter 4. Exploring the data . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Chapter 5. Customizing your view of the data . . . . . . . . . . . . . . . . . . . 11
Chapter 6. Performing a what-if analysis . . . . . . . . . . . . . . . . . . . . . 13
Chapter 7. Manipulating and analyzing data . . . . . . . . . . . . . . . . . . . . 15
Chapter 8. What's next? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

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Introduction
This tutorial consists of interactive tasks that enable you to learn how to use IBM
Cognos Insight.
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, including IBM Cognos Business Intelligence, IBM Cognos Express,
and IBM Cognos TM1.
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 Cognos Business
Intelligence or Cognos Express.

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 10.2.0: Tutorial

Chapter 2. Importing data

As a sales executive at the Sample Outdoors Company, you want to review your
company's order data in IBM Cognos Insight to analyze your company's
performance. You have a CSV file that includes this data, so you decide to import
the file into a Cognos Insight workspace for analysis.

Procedure
1. On the Cognos Insight welcome page, click Get Data, and then click Import
Data.
2. To import a data file, click Browse.
3. Navigate to the location on your computer where you saved this tutorial and
the samples, and then open the following file: Samples_location\Cognos
Insight Tutorial and Samples\language\Orders.csv.
4. Expand the Source Details section and note that you can change several fields
to specify how your source data is imported. In this example, the default
options are appropriate.
5. In the Columns and Data Preview sections, review the way that your source
data will be interpreted. When you import data into Cognos Insight, the
following rules are automatically applied:
v The first column in the source file and the measures appear in a crosstab.
The other columns are available as dimensions in the overview area.
v Columns of text are added as dimensions.
v Columns of numbers are added as measures if they are values. For
example, Cognos Insight can interpret a column called Revenue as a
measure, and a column called Telephone number as an attribute.
v When the data that you are importing into IBM Cognos Insight contains
any date that is expressed in a typical format, Cognos Insight will generate
a full Gregorian calendar with hierarchies. This enables you to view your
data by quarter, year, or month, even when the data you imported did not
contain that information.
v The first row of data is used as headers for each column.
v A total is added to each dimension.
v The most logical roll-up type for each of your measures is chosen. For
example, if your source data includes a column for Price and a column for
Cost, Cognos Insight might choose an Average roll-up type for the Price
measure and a Sum roll up-type for the Cost measure.
v Caption attributes are preserved.
v Business keys are preserved.
You decide to create a very simple report with few dimensions. We will add
another dimension later in this task.
6. Clear the following check boxes:
v Order number
v
v
v
v

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Order size
City
Ship date
Sales representative

7. To review how your data will be imported in more detail, click Advanced.
You decide to nest some of your data to make it easier to manipulate in your
workspace.
8. To nest the Month data item in the Order date item:
from the Month
a. In the Target Items column, select the Month level
dimension .
b. Click Show properties, and then, in the Properties pane, expand the
Advanced section.
c. In the Owner Dimension list, click Order date. The Month item becomes
a child of the Order date dimension and a parent of the Order date level.
Tip: You can also drag data items to different positions in the Mapping pane.
When you drag items, your cursor changes to display information about
where you can drop the item and what it will become if you drop it in that
position.
9. To review your data before you import it, click Summary. The Import
Messages pane displays the actions that Cognos Insight will perform when
you import the data.
10. Click Import.
Your data appears in a new Cognos Insight workspace. The canvas includes a
crosstab and a column chart, and your data appears in a hierarchy in the
content pane. This crosstab has a simple, usable structure: there is only one
heading row and one heading column, there are few enough rows and
columns that you can see all of your data without scrolling, and the context
dimensions enable you to filter that view. The chart helps to give you a spatial
visualization of your data that changes as you work with the crosstab.
The overview area at the top of the workspace includes the following sections
that identify which data items are in each part of your crosstab:
v rows
v columns
v context
In this example, your data is displayed in the following areas:
v The Product dimension appears in the rows area.
v The Orders Measures appears in the columns area.
v The Customer dimension, the Country or Region dimension, and theOrder
date dimensions appear in the context area. The dimension names in the
context area represent the totals for the dimensions, such as Total of
Customers. You can click each dimension total to limit the data that is
displayed. For example, if your context area includes Total of Customers,
you can click that dimension to display only the data for Grand Choix in
your workspace.
11. Reorganize your data by dragging dimensions and measures to the different
data areas.
a. Expand the Orders dimension in the content pane.
b. Drag the Product dimension to the rows section of the overview area.
c. Drag the Customer dimension to the columns section of the overview
area.
d. Drag the Country or Region dimension to the context section of the
overview area.

IBM Cognos Insight Version 10.2.0: Tutorial

e. Drag the Order date dimension to the context section of the overview
area.
f. Drag the Orders Measures dimension to the context section of the
overview area.

12.
13.
14.

15.
16.

17.

or from one part of the

Tip: You can drag data from the content pane
overview area to another to change your crosstab and chart.
You decide that you want to add a dimension to your cube so that you can
also see which sales representatives were responsible for the most revenue.
Click Get Data, and then click Import Dimensions.
Click Browse and open the same CSV file at Samples_location\Cognos
Insight Tutorial and Samples\language\Orders.csv.
In the Columns pane, select only the Sales representative check box, and click
Import. The Sales representative dimension appears in the content pane in
the All Dimensions list.
Drag the Sales representative dimension to be a child of the Orders cube.
In the Add Dimensions window, click Share dimensions, and then click OK.
The Sales representative dimension appears in the Orders cube. Sharing a
dimension means that the same dimension will appear in the list of all
dimensions and in the Orders cube. If you clicked Duplicate dimensions, you
would create a copy of the Sales representative dimension and add that copy
to the Orders cube.
Drag the Product dimension to the context section of the overview area and
the Sales representative dimension to the rows section of the overview
area.

Results
Your crosstab and chart now display revenue by sales representative by customer,
and you can filter your data to display specific countries or regions, products, or
dates. You can also choose to display order revenue, order quantity, or unit sale
price as your measure. When you change the crosstab, the chart is also updated.

Chapter 2. Importing data

IBM Cognos Insight Version 10.2.0: Tutorial

Chapter 3. 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 or region. All
sales occurred in Australia.
The area chart shows the sales graphically.
The pie chart shows the breakdown of sales by country or region.
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 10.2.0: Tutorial

Chapter 4. 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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Chapter 5. 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.

7.
8.

9.

10.

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 Totals, 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.

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.

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Chapter 6. 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.
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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IBM Cognos Insight Version 10.2.0: Tutorial

Chapter 7. 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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IBM Cognos Insight Version 10.2.0: Tutorial

Chapter 8. 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, IBM Cognos Business Intelligence, or
IBM Cognos Express 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,
Cognos Business Intelligence, or Cognos Express 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, IBM
Cognos Business Intelligence, or IBM Cognos Express 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 or Cognos Express server that
users can access by using Cognos Business Intelligence or Cognos Express, but you
must have a license for Cognos TM1, IBM Cognos Business Intelligence, or IBM
Cognos Express software to perform this activity.
When you publish a workspace, a data source, package, and reports will be
created.
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17

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 or Cognos Express system that you
want to use, and then publish the workspace. It is now available for others to
review.

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Notices
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Licensees of this program who wish to have information about it for the purpose
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The licensed program described in this document and all licensed material
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Any performance data contained herein was determined in a controlled
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IBM Cognos Insight Version 10.2.0: Tutorial

Trademarks
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copytrade.shtml.

Notices

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IBM Cognos Insight Version 10.2.0: Tutorial

Index
A

administering,
See managing
advanced settings
managing 17
analyzing
data 15

importing
files 3
importing data

M
managing
advanced settings
content 17
users 17
manipulating
data 15

C
canvas 1
charts 1
columns
swapping 11
rows and columns
crosstabs 1

11

D
data
analyzing 15
changing 11
combining 15
exploring 9
grouping 15
importing 3
manipulating 15

17

N
navigating
tabs 7
workspace
navigating

R
rows
swapping

11

T
E

tabs 1
navigating

exploring
data 9

W
G
getting started
grouping
data 15

workspaces

Copyright IBM Corp. 2012

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