better bi with motio & spoton systems bi webinar.pdf · better bi with motio & spoton...
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Better BI with Motio & SpotOn Systems
Motio ReportCard SpotOn Vantage Maps Hosted by: Charles Bowen Account Executive, Motio Dave Kerr Technical Marketing Manager, SpotOn
Agenda
Motio:
• Document and Analyze your BI Content
SpotOn:
• Enhance your BI with Enterpr ise Mapping
Motio Overview Founde d 1999 – SDK Cons u l t ing Se r v ice s
B as e d in Da l las , TX
Exp e rts in Cog n os SDK – ove r 1000+ d ist in ct c l ie nts u s in g Se r v ice s &/or Te chnolog y
We p rov id e too ls to h e lp organ izat ion s
– Ad apt Cog n os to work wi th n on -stan d ard s e cu r i ty store s
– Stre aml in e an d au tomate key as p e cts
o f th e B I d eve lop me nt p roce s s
– Su r face B I conte nt in a wid e
var iety o f ways
Product Driven Customizat ion Automation Improvement Manageabi l i ty
MotioCI
ReportCA+rd
MotioADF MotioPI
MotioCAP
Motiovault
What is ReportCard? ReportCA+rd
• Cloud-based solution
• Gathers analytics about your BI Implementation
• Reports pass through a series of community driven rules
• Find information about report duplications, inefficiencies, empty reports and identify projects creating non-standard output
Execute Rule
Choose Rule
Analyze Results
Document
Areas of Concern and ReportCard Rules
Performance
Consistency
Maintainability
Usability
Readability
Execution
Time
• Query Count
• Find Reports & Sub Queries
• Find Query Joins
• Find SQL-based Reports
• Find Reports w/ Default Names
• Find Reports w/ Local Classes
• Empty Report Queries
• Matching Reports on Duplicate Queries
• Reports w/out Prompt Pates
• Matching Cognos UI Elements
• Empty UI Elements
• Reports w/ Same Name
• Non-Prompted Parameter-based Reports
ReportCA+rd
Product Screens
ReportCA+rd
ReportCard Screens ReportCA+rd
Create a test suite and
choose rules
ReportCard Screens ReportCA+rd
Results: reports found w/
matching rule criteria
View the following slides to see a sample of the documentation feature from Motio ReportCard.
ReportCA+rd
Cognos Version 8.4
Cognos Studio Report Studio
Reference 1
Version 1.0
Date 25-Feb-2011
Author Jeremy
Report StudioFunctional Design
Specification
Bursted Sales Performance
Title Reference Version DateBursted Sales Performance 1 1.0 25-Feb-2011
Page 2 of 9 25-Feb-2011
TABLE OF CONTENTS Business Requirements............................................................................................... 3Request Information.....................................................................................................3Report Background...................................................................................................... 3Functional Design Summary........................................................................................5Package....................................................................................................................... 5Pages........................................................................................................................... 5Queries.........................................................................................................................5Functional Design Detail..............................................................................................6PageSets......................................................................................................................6Page Set1.................................................................................................................... 6Page Set Pages...........................................................................................................6Page1........................................................................................................................... 6List Elements............................................................................................................... 7List1..............................................................................................................................7Report Pages............................................................................................................... 6Page1........................................................................................................................... 6List Elements............................................................................................................... 7List1..............................................................................................................................7Report Queries.............................................................................................................7Sales Target versus Actual List...................................................................................7Report Variables.......................................................................................................... 8
Title Reference Version DateBursted Sales Performance 1 1.0 25-Feb-2011
Page 3 of 9 25-Feb-2011
BUSINESS REQUIREMENTS
The Business Requirements sections define the background and functionality for an individual requestfor a report and should be completed by the requester.
REQUEST INFORMATION
The following information is used for contact purposes during all phases of report development and anybusiness question once the report is in production.
Report TitleA meaningful and unique report title that can be used toidentify the report
Bursted Sales Performance
Requestor Department Go Sales RetailRequestor Name G. SalesRequestor Contact [email protected] ID 1Report Version 1.0Related Request IDIf known, please identify related requests by their ID
Requested DeliveryProvide a target completion date for completion of reportdevelopment
02/25/2011
REPORT BACKGROUND
Please complete information that should be considered during the design process and also whenreviewing requests for change (RFC's)
Report Titlemeaningful and unique report title that can be used to identifythe report
Bursted Sales Performance
Report DescriptionReport definition and purpose to provide a meaningfuldescription of the report
Scheduled report that delivers sales performancedata.
Report LocationIdentifies the location of the report within Cognos Connection
Cognos 8.4
Business OwnersList Business Owners of the report that should approvedevelopment and RFC"s
G. Sales Cognos
Target Usersidentify user groups and numbers of users that will access thereport
End Customers
Acceptable PerformanceIdentify minimum performance requirements such asexecution response times
This report is required to run in less than 1minute.
JustificationProvide reasons for performance requirements
This is a sample report and should not take longto run
Security RequirementsDetail any security that should be applied to the report
No security needs
Title Reference Version DateBursted Sales Performance 1 1.0 25-Feb-2011
Page 4 of 9 25-Feb-2011
Delivery MethodOnline, Email, Subscription
burst email
Default FormatHTML/PDF/Excel/Portal
Language enCurrency USDNotesUse this section to detail any additional/useful informationthat should be taken into consideration when developing orchanging the above report that is not listed above
This notes section would contain information onany ReportCard matched rules, if any.
Title Reference Version DateBursted Sales Performance 1 1.0 25-Feb-2011
Page 5 of 9 25-Feb-2011
FUNCTIONAL DESIGN SUMMARY
The functional design summary shows the packages, pages and queries used throughout the report.You can navigate to the detail within each section by clicking on the hyperlink provided.
PACKAGE
This section is a summary of the report content. Every Cognos report is linked to a package, this reportis linked to the 'GO Data Warehouse (query)' package.
Package Name GO Data Warehouse (query)Package Search Path /content/package[@name='GO Data Warehouse (query)']/model[@name='model']
PAGES
REPORT PAGES
The report page is a container for the report layout objects that you used to build the report. A pageis made up of page header (optional), page body (mandatory) or page footer (optional). The followingsection defines all the objects that have been developed on the report page. For example List, crosstab,chart, map, repeater etc.
Page Name
Page1
QUERIES
The report contains the following queries: (Use the hyperlinks to jump to the query definitions)
Query Name Source Type
Sales Target versus Actual List
Title Reference Version DateBursted Sales Performance 1 1.0 25-Feb-2011
Page 6 of 9 25-Feb-2011
FUNCTIONAL DESIGN DETAIL
The functional design detail section of the reports provides content for the page prompts, pagesets, report pages, singletons, lists, charts, html, joins, queries, filters and variables. The section hashyperlinks to the relevant section.
PAGE SETS
Page sets have been defined to associated pages within a specified group or level that indicates thepage set is to be repeated for that group or level. For example, render a specified set of pages for eachcountry in the query.
PAGE SET1
QuerySales Target versus Actual List
GroupingEmployee name
Sorting
PAGE SET1 PAGES
The set of pages to render according to a grouping structure.
Page Name
Page1
REPORT PAGES
The report page is a container for the report layout objects that you used to build the report. A pageis made up of page header (optional), page body (mandatory) or page footer (optional). The followingsection defines all the objects that have been developed on the report page. For example List, crosstab,chart, map, repeater etc.
PAGE1
PAGE1 OVERVIEW
PAGE1 PROPERTIES
Page QueryMaster DetailRelationshipStyle VariableRender Variable
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Page 7 of 9 25-Feb-2011
PAGE1 VALUE PROMPTS
The prompt value sections details all the prompts and parameters defined on the report page. Theprompts have been included to the report to add interactivity for users. Prompts act as questions thathelp users to customise the information in a report to suit their own needs.
LIST ELEMENTS
Use list reports to show detailed information from your database, such as product lists and customerlists. A list report is a report that shows data in rows and columns. Each column shows all the values fora data item in the database or a calculation based on data items in the database.
LIST1
List Name List1List Query
Sales Target versus Actual ListGrouping
Employee name
Percentage of Plan
Employee name
Total(Quarterly Sales target)
Total(Revenue)
Total(Variance)
Product line
Total(Quarterly Sales target)
Total(Revenue)
Total(Variance)
REPORT QUERIES
Queries determine what data items appear in the report. Sometimes you want detailed rows of data,which you obtain by using a simple SELECT statement. Other times you must calculate totals or averagesusing summary functions and grouped columns or must apply filters to show only the data you want.
SALES TARGET VERSUS ACTUAL LIST
Data Item Aggregate RollupAggregate
Sort Expression
Employee name None Automatic Don't Sort [Sales (query)].[Employee by organization].[Employee name]
Title Reference Version DateBursted Sales Performance 1 1.0 25-Feb-2011
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Product line None Automatic Don't Sort [Sales (query)].[Product].[Product line]
Product type None Automatic Don't Sort [Sales (query)].[Product].[Product type]
Revenue Total Automatic Don't Sort [Sales (query)].[Sales fact].[Revenue]
ManagerID Automatic Automatic Don't Sort lower(substring('Aron',1,1)+'Adelsvard')
Burst_Key Automatic Automatic Don't Sort [ManagerID]+'@grtd123.com'Quarterly Sales target
Total Automatic Don't Sort [Sales target (query)].[Sales targetfact].[Sales target]
Variance Automatic Automatic Don't Sort [Revenue]-[Quarterly Sales target]Total(Quarterly Sales target)
Calculated Total Don't Sort [Quarterly Sales target]
Total(Revenue) Calculated Total Don't Sort [Revenue]Total(Variance) Calculated Total Don't Sort [Variance]Percentage of Plan
Automatic Automatic Don't Sort total([Revenue]) / total([QuarterlySales target])
Total Percent of Plan
Automatic Automatic Don't Sort total([Revenue]for report)/total([Quarterly Sales target]for report)
SALES TARGET VERSUS ACTUAL LIST FILTER DETAIL
A filter is set of conditions in a query that narrow the scope of the data returned. A detail filter is appliedbefore aggregation is complete.
Expression Usage Application[Sales (query)].[Time dimension].[Quarter key]=20071
Required Before Auto Aggregation
[go_data_warehouse].[2007] Required Before Auto Aggregation[go_data_warehouse].[GO NorthernEurope]
Required Before Auto Aggregation
REPORT VARIABLES
A report variable allows the report to contain prompt filters, conditional formatting or conditional renderingto your report.
Variable NameQuarterly Sales Missed Variable
Values 1Type booleanReport Expression [Sales Target versus Actual List].[Variance]<0
Variable NameLanguage variable
Title Reference Version DateBursted Sales Performance 1 1.0 25-Feb-2011
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Values zhfrdejaruzh-twitkopt-bres
Type localeReport Expression ReportLocale()
Better BI with
SpotOn Systems and Motio
Motio Report Card
SpotOn Vantage Maps
SpotOn Vantage Maps
• Impact of Spatial Lens on business
• Map integration for report authors
• Architectural value
Demand for Maps in Business
• Only Esri Map Integration Solution
• Deep IBM Cognos architectural knowledge
IBM CognosIBM Cognos
BI Expertise
Award-winning Award-winning
integration
Esri ArcGISEsri ArcGIS
Expertise
WorldWorld--leading BI leading BI –– GIS IntegratorsGIS Integrators
SpotOn Systems Inc.
Development Costs
Limited Functionality
Slowed Deployment
BARRIERS to MAP INTEGRATION
Enterprise Readiness
SUCCESS CRITERIA
Value to the business
Empower the report author
Enterprise readiness
Select map layers
“Spatially organize”
Map-report interaction
Built for the Report Author
Demonstration:http://www.spotonsystems.com/Portals/11670/demos/vantage_map_authoring/index.html
IBM Cognos BI
arcgis.com
(Esri Cloud Map
Services)
SpotOn Vantage Maps
Cloud-based
Map Services
(SpotOn Map
Starter)
ArcGIS
Server
Flexible Enterprise GBI Architecture
Have a conversation with us…
– Download and share the demo
http://www.motio.com
Motio contact:
Charles Bowen
+1 901 466-6846
SpotOn contact:
Mike Boryski
+1 613 233-8399 ext 100
www.motio.com
THANK YOU
www.spotonsystems.com