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Catch Up On the Weekly Wind Down

October 26, 2018

IBM Cognos, Tableau

Our Trainers Share Their Favorite Tips

Missed a recent Weekly Wind Down? Just discovered this great sharing of favorite tech tools, tricks and best practices from our Senturus training experts? Not to worry…we’ve got you covered. Check below to catch a recording of anything you missed. If you’re serious about analytics, it’ll be the most informative 30 minutes of your work week!

TABLEAU TIPS

▼ TABLEAU DESKTOP - PARAMETERS (OCTOBER 12)

October 12    Tableau Desktop - Parameters

While creating a dashboard based on well-defined criteria is relatively straight forward, users often need a dashboard to accomplish several different and sometimes competing goals. Use parameters if you want the option to view data by year, quarter or month or able to quickly toggle between regional sales, profit, units sold or discounts. In this recording, we show how to use Tableau Desktop parameters to give users control over what data they would like to see in dashboard visualizations.

WATCH RECORDING

▼ TABLEAU DESKTOP PARAMETERS - TOP AND BOTTOM FILTERING (SEPTEMBER 21)

September 21   Tableau Desktop Parameters - Top and Bottom Filtering

Some of the most valuable performance reports highlight top and bottom performers. The ability to identify the top and bottom customers, products, services or locations by a variety of metrics such as revenue, cost, units sold, inventory, hours billed, etc. is beneficial for making decisions to continue or modify business objectives. While the inclination is often to design separate visualizations to address various requirements, a more efficient approach may be to design a single visualization that can accommodate different scenarios. Learn how to use parameters to create highly dynamic top and bottom filtered visualizations in Tableau Desktop.

WATCH RECORDING

▼ TABLEAU DESKTOP VISUALIZATION TOOLTIPS (AUGUST 31)

August 31    Tableau Desktop Visualization Tooltips 

So you've created the perfect dashboard…congratulations! After your dashboard consumers have been using it for a while, the next request will undoubtedly be the ability to get more detail. You could provide a detailed list of relevant transactions, but imagine if you could hover over a data point of interest and get visual detail. It would allow users to hover over a column, bar or pie slice to see how a data point has trended over a period of time. Learn how to embed visualizations in tooltips with Tableau Desktop.

WATCH RECORDING

▼ ALL ABOUT DATES IN TABLEAU (AUGUST 3)

August 3     All About Dates in Tableau 

See the differences between discrete and continuous dates and learn how to create custom dates and use date calculations.

WATCH RECORDING

▼ TABLEAU DATA PANE TIPS (ORGANIZATION, DEFAULTS, CUSTOM HIERARCHIES, ETC.) (JULY 20)

July 20     Tableau Data Pane Tips (organization, defaults, custom hierarchies, etc.) 

One of the most powerful features of Tableau Desktop is the ability to customize the metadata. Watch the video to learn how to

  • Customize the data pane
  • Set each data item's default color, shape, format, sort order and many other behaviors
  • Create custom hierarchies
  • Define aliases
  • Use lots of other cool features 

Plus, learn how to save it for reuse in other workbooks.

WATCH RECORDING

IBM COGNOS TIPS

▼ COGNOS ANALYTICS – PARAMETERS (OCTOBER 26)

October 26    Cognos Analytics – Parameters

Learn how to use parameters to dynamically sort, group and aggregate data based on user defined criteria in Cognos Analytics.

WATCH RECORDING

   WHITEPAPER   

▼ BI-MODAL BUSINESS INTELLIGENCE WITH COGNOS ANALYTICS (OCTOBER 19)

October 19    Bi-Modal Business Intelligence with Cognos Analytics

Didn't think you can use Cognos to perform free-form data discovery and visualization quickly and easily?

Neither did we! 

Cognos is a trusted name when it comes to enterprise-class reporting against governed, centralized data sources, but that power has come at the cost of the agility of some other BI tools. We show how the modern platform empowers true self-service as we take raw data from multiple sources, combine them and deliver visually compelling insights without any help from IT!

WATCH RECORDING

   WHITEPAPER   

▼ COGNOS ANALYTICS – QUERY REFERENCES (OCTOBER 5)

October 5    Cognos Analytics – Query References

Have you ever wanted to isolate a historical population and find out how it is doing today? Do you want to know who your top 10 customers were last year and how they rated their service experience this year? Would it be helpful to know which were the least profitable locations last quarter and how is the profit trending this quarter? Learn how to use query references to select a population based on one set of criteria and view data for that population based on another set of criteria with Cognos Analytics.

WATCH RECORDING

▼ COGNOS ANALYTICS SET OPERATIONS - UNIONS WITH DIMENSIONAL DATA (SEPTEMBER 28)

September 28     Cognos Analytics Set Operations - Unions with Dimensional Data

While we typically want to create reports that offer users maximum filtering flexibility, there are often instances when you want to require certain filter selections. How can you ensure that a value is included even if users do not choose it in a prompt? Learn how to use union functions to accomplish complex requirements with dimensional data in Cognos Analytics.

WATCH RECORDING

▼ COGNOS REPORT TEMPLATIZATION (SEPTEMBER 14)

September 14     Cognos Report Templatization

A persistent challenge we come across in nearly all of our large Cognos projects is how to manage the proliferation of reports and inconsistencies across them. How can you enforce some level of standardization and at the same time reduce repetitive and redundant development tasks? Are you using a templatized approach? Do you use Layout Component References (LCRs)? We demo how and why using base reports and LCRs will save you time, deliver more consistent and attractive reports and minimize maintenance cycles.

WATCH RECORDING

QUESTIONS LOG

▼ COGNOS ANALYTICS SET OPERATIONS - UNIONS WITH RELATIONAL DATA (SEPTEMBER 7)

September 7     Cognos Analytics Set Operations - Unions with Relational Data

Have you ever wondered how to get all months to show up on a trend chart even if there was no data that month? Have you ever wanted to see all of you locations, products, customers or accounts in a chart legend even if there was no data? Learn how to use unions to accomplish complex requirements with Cognos Analytics.

WATCH RECORDING

▼ COGNOS ANALYTICS – USING DATA SETS TO IMPROVE PERFORMANCE (AUGUST 24)

August 24     Cognos Analytics – Using Data Sets to Improve Performance

Looking for a way to build a snazzy dashboard in Cognos Analytics, but struggling with performance issues? Data sets are a new feature of Cognos Analytics that make reports and dashboards lightning-quick! They let you extract only the relevant data for your analysis, set it aside and schedule automatic refreshes. See how this feature works and learn important factors to consider when deploying data sets.

WATCH RECORDING

▼ COGNOS ANALYTICS FORMATTING REPORTS FOR EXCEL (AUGUST 17)

August 17   Cognos Analytics Formatting Reports for Excel

Have you have ever created a report in Cognos that looks great in HTML and PDF, but has major formatting issues when exporting to Excel? If so, learn clever tips and tricks on how to format your reports for Excel.

WATCH RECORDING

▼ COGNOS ANALYTICS DIMENSIONAL AUTHORING – TROUBLESHOOTING COERCION ERRORS (JULY 27)

July 27     Cognos Analytics Dimensional Authoring – Troubleshooting Coercion Errors

The most common challenge when authoring reports in Cognos against multidimensional data sources such as a PowerCube, DMR model or TM1 is avoiding coercion errors. Watch the video to understand why those errors occur. Plus, get tips on how to combine functions in a way that produces dynamic calculations that follow coercion rules.

WATCH RECORDING

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