IBM Developer
SKILLS NETWORK
Hands-on Lab 4: Getting Started with Cognos Analytics
Estimated time needed: 40 minutes
BM Cognos Analytics is an Al-fueled business intelligence platform that supports the entire data analytics cycle, from discovery to
‘operationalization. It provides users with data discovery capabilities to visually explore and interact with their data to identify the key insights
for improving data driven decisions. Users can perform data discovery and then quickly assemble that information into interactive, visually
appealing dashboards: ll without the need of formal training
In this lab, frst you will learn how to sign up for IBM Cognos Analytics trial plan, and learn general navigation around the Cognos Analytics
User interface (UD. Next, you will learn how to upload extemal data files to Cognos Analytics, and then learn how to start a new dashboard with
templates. Lastly, you will earn how to create a simple dashboard,
Software Used in this Lab
Like the videos in the course, for the hands-on labs we will be using IBM Cognos Analytics trial version (currently Imited to 90 days) as this is
available at no charge,
Dataset Used in this Lab
‘The dataset used inthis lab comes from the VM designed to showease IBM Cognos Analytics. Source
bhttps/twuwibm.com/cloud/garage/dte/tutoriai/ibm-cognos-analytics-1113-getting-started-exploration.0. This dataset is published by IBM.
You can download the dataset file directly from here: Customer ovaltvPragram.csv
Objectives
Aer competing hs ab, you wb abe
‘= Sign up for a Cognos Analytics trial plan and navigate around the Cognos Analytics user interface
‘+ Upload external data fles to the Cognos Analytics platform.
‘+ Start a new dashboard with dashboard templates
“= Create a simple dashboard.
Exercise 1: Sign up for Cognos Analytics Trial Plan
In this exercise, you will leatn how to sign up for an IBM Cognos Anabjics tral plan
1 Go to Try IBM Cognos Analytics
2 Fillout section 1. Account information with your information and click Next. The email address you are going to use here, willbe called
BM.
you aleeady have an IBMid, click Log,
in, Enter your IBMid and password.‘Onn training - Data Visualizations Tei
Start your free trial
Lente silerecesay ee ca ng
hee iin yest rte OM a
rae rer yu teh ri ot tl 4. Account information
‘at cua compan anton scape. sao
3.Fillout section 2, Additional information with your information. In the case of the Data Center, select one which is nearest to your
location. Then click Next
2. Additional information
© res Ono
Selet Datacenter (optional
US East (Washington OC) v
4, Now enter the 7 digit code you received on your email address and click Create account.3. Verify email
We emailed a7 dig code to
HEE craton
‘This code wll expire in 30 minutes.
5734728
Did’ receive the email? Check your spam fiterforan
‘email rom bmacct@iam om com.
fetond code
18M may use my contact data to keep me informed of product,
sotvicos an offerings
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‘markatng mals by clicking the unsubscribe ink in each email
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and underetan the IBM Prac Statement.
‘accep the product ‘Jecms and Condon ofthis registration form.
5, Click Proceed.
‘About your Ii ecout Privacy :
6. You are now done with the sign up procedure. You will be redirected to myibm ibm com/dashboast/ automaticaly. Wait for some
‘moment until the Coursera on-line training - Data Visualizations tial offering becomes active.Products
7.Clickon the Launch button of this offering
Products
Trials
1 Offering
Ww
Coursera on-line training -
Data Visualizations
Active
Expires onJan 24, 2021
Meme
8. You have successfully launched the Cognos Analytics platform.Hello. Welcome to
on IBM Cognos Analytics. U
= &
9, From now on, if you want to sign in to the Cognos Analytics platform with your IBMid, go to myibm ibm.com, Enter your IBMid and
password, Repeat step 7 and 8
Log in to IBM
BEE ei. cori
Bo eonenberse
Do net have an account? create an I8tid
Exercise 2: Navigate around Cognos Analytics Ul
In this exercise, you will learn general navigation around the Cognos Analytics user interface,
1. The goal ofthe Cognos Analytics user interface (UN isto provide you with a streamlined way to get started using Cognos Analytics and
view content and activities pertinent to them, You will begin your general navigation here,Cees unc
F ® B
2-Click on the Navigation Bar, you can use the Content to work on different Samples The canvas now shows the Recently used files in the
Recent section, if any, along with the File drop zane where you can easily upload your extemal data files.
po eee cd
ed
° Manage
3. Once you begin working with content, the canvas will uadate with your recently used items, In your Cognos Analytics instance, you may
see recent content on the canvas,
Exercise 3: Create a Simple Dashboard with Cognos
Analytics
In this exercise, you will learn how to upload external data files to Cognos Analytics, and then learn how to start a new dashboard with
templates Lastly, you will earn how to create a simple dashboard,
Task A: Upload External Data Files
In this task, you will learn how to upload extemal data files to Cognos Analytic.
1, Download the file Customer oyaltyPragram cs,
2. To sign in to the Cognos Analytics platform with your IBMid, go to milan im com/dashboard
3. Enter your IBMicl and password,4 Scroll down and click Launch
Products
1 Offering
We
IBM Cognos Analytics on
Cloud - Trial
‘Active
Expires on Oct 16, 2020
re Manage
5. To upload a file, you may either drag and drop this fle into the File Drop Zone (highlighted in the image above}, or you may click New >
Upload files at the bottom let corner to navigate to where the fie is saved. For this lab, we will use the second! option, Click New >
Upload files, then browse to the fle dovinload location, select the CSV file, and click Open.
= Quicklaunen_ToUr
‘J s ® g
Prepare data Exploration Present data
6.As the file uploads, notice that under the Switcher Menu, a series of status bars will be visible asthe upload process reads and analyzes
the data being brought in.
Reading CustomerLoyaltyProgram.csv.
emeslt Cancel Details
7. Once it completes, the status bar will update to show the successful completion before closing,
—————————————
CustomerLoyaltyProgram.csv was uploaded successfully.
—_—_—_—_—_———— es Hide Details
& In the Recent section, you wil see the new uploaded data fleGet started
CustomerLoyaltyProg...
77/2021, 1:96 4m cn)
Task B: Start a New Dashboard with Templates
In this task, you will learn how to start a new dashboard with templates,
1. Click on the uploaded datafile CustomerLoyaltyProgram.