Comparing Reports and Dashboards in Cognos Analytics

June 6, 2018     Tips & Tricks

confused young man pondering all the choices before making a decision

With all the capabilities that have been added to Cognos Analytics, it can be unclear as to which is the right choice, a report or a dashboard? There is no simple answer—the choice depends on the business use case. Read on for a reference guide that compares the key differences in functionality of Cognos Analytics reports and dashboards to help you decide the best tool for your needs.

DASHBOARD CHARACTERISTICS

Dashboards typically have the following characteristics or features

  • Multiple visual representations of data on a single screen
  • Interactivity, allowing consumers to narrow their focus and understand interdependencies of the data via visual gestures
  • High-level measurements with access to underlying details via drill down, drill through or some other intuitive data exploration gesture
REPORT CHARACTERISTICS

Reports are typically defined as those in which information is delivered in any format

  • Excel workbooks – mostly tabular (row and column) format
  • Easy to combine with graphical representations (visualizations) of same, similar or related data
  • Mostly static (NOT interactive) snapshots of data
  • Answer specific questions; meet detailed, well-defined specifications
  • Can be highly formatted for the target consumer (internal business analyst, external customer, regulatory agency)
REPORTS AND DASHBOARDS: REFERENCE GUIDE
COGNOS ANALYTICS REPORTS COGNOG ANALYTICS DASHBOARDS

Highly specific presentation requirements, like fixed size, pixel-perfect layout and formatting

Data discover and experimentation – don’t know exactly which question(s) to ask

Extensive data manipulation

Little or very light data manipulation

One source at a time

Multiple data sources (cannot be linked)

Limited consumer interactivity to what author allows

All widgets interactive

Tedious inline filtering (prompting)

All widgets connect to one another by default (automatically)

Use layout component references for templatization/standardization

Use pinned items to reuse in dashboards and stories

Various delivery formats available (HTML, PDF, Excel, CSV, XML)

Designed for on-screen consumption, able to export to PDF for printing (as of 11.0.10)

Advanced query modeling (master/detail, joins, sets)

No access to query model

Consolidate reports using report references

Simplified tabbed layout

Robust scheduling, subscription and bursting

Widgets can be set to refresh automatically

Requires data module or package (you can always create a data module on top of one or more of the various source types)

Can use any source, including uploaded files and data sets

Advanced crosstobs, statement-style reporting

Tabular visulations available, very limited

Tight control over visualization and chart properties

Automatic visual interpretation and recommendation, more modern visual features, limted control over individual properties

100% user-directed design

Quasi Natural Language Processing (NLP) search and recommend visualizations

Labor intensive to add tabs to reports

Easily create tabbed viewing experience

THE RIGHT TOOL FOR THE JOB

Our mantra here at Senturus is “use the right tool for the job.” In this case, you want to make sure to match the tool’s capability to the business requirement. To get a more complete understanding of dashboards and reports in Cognos Analytics along with use case demos, catch our recorded webinar on the subject. We look further into the differences between the two, best uses for each and examine aspects including the best place for experimental data discovery and defining data modules and stories.

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