24 May 2016

Creating a Dashboard using Cognos Analytics

The new Cognos Analytics (v11) introduces big changes, especially in the UI. Create a Dashboard is the new capability - an option more self-service, with an easier drag and drop functionality. Both business users and IT professionals will now be able to author and access self-service dashboards – on any device.

How to create a dashboard?

To create a dashboard, you need to upload a file (csv, xls) or import a database, however, for this one you need to create a data module. In this article we’re going to create a dashboard using an excel file, there’s no need to create a data module for it. The final result will be:

First Steps

Open the Welcome page.

Upload an excel file. Click on Upload Files and choose the file.

Create a new Dashboad. Click in New button and after it, Dashboard.

Choose a Freeform Tabbed Layout.

Import the sources for the dashboard. Click “+” in the selected sources and choose the file uploaded earlier.

Name the dashboard. Click in “Tab 1” and write “Sales”.

Creating the KPI section

To create a KPI, drag and drop an attribute from your source. Let’s try to do that for “Sales”. Click in “sales” and drag into the Dasboard. Cognos will create a sum of sales automatically. You can change it to average, minimum, maximum or count. To do that, click in the summarize symbol.

Using the properties symbol and visualization details, you can uncheck the kpi label and check the abbreviate numbers. You can also change the font colors.

To add a title – click in KPI and then in pencil button.

Let’s create a KPI for discounts and Product Base Margin too, using not a sum but an average calculation.

Creating Charts

You can easily drag and drop one or more attributes to dashboard, cognos will create a recommended chart to the selection. But if preferred, you can choose the chart before dragging the attributes.

Click in “Sales” + ctrl + “Product Container” and drag into the dashboard. Cognos will create a bar chart using the selected columns.

Click in ↗ and after it, in chart button to change visualization – choose Column chart. To sort descending, click in value – Sales and after it, in ↓ Sort.

To create a map, you need to click in visualizations and then - map.

Using the “Province” as Regions and “Sales” as Region(heat), we created a map showing the sales geographically.

Click in visualizations to create a new chart – choose the radial bar. For categories choose the “Ship Mode”, and for values choose “Sales”. Sort the “Sales” descending.

For a tree map, choose this type of chart in visualizations. For the level one drag and drop the “Product Sub-Category” and for the size, drag and drop “Sales”.

Let’s hide the Legend using the properties pane – Visualization details – check “Hide Legend”.

Creating the Table

This feature is available in visualizations - “Grid”.

For Columns drag and drop the “Product Sub-Category” and the “Sales”.

Sort the “sales” descending.

Inserting an image

This feature is available in media button.

Insert a logo.

Adding one more page

You can easily add more pages using the plus button to add a new Tab.

Create one and named it “Orders”.

Changing the dashboard’s Background

This feature is available in the properties pane.

This tutorial is also available in video.

Contact us if you need the excel file used.

 

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      Rita Ramos
      Consultant
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