It’s that time of year again – time for the Gartner BI Magic Quadrant. Like a bad ex who just won’t back off, Gartner drops their annual market warping report around Valentine’s Day to ruin the mood. I’ve expressed strong opinions in the past about Gartner’s report and methodology and this year will be no different. Put simply, they did Cognos Analytics dirty again while rewarding some competitors based on evaluation criteria that have nothing to do with the capabilities or quality of the software. In particular I argue that:

• Gartner heavily weights the number of inquires each tool generates for Gartner’s advisory services in determining the rankings. This is a self-reinforcing feedback loop.
• Gartner is rewarding BI vendors that have attachments to ERPs, office suites and other enterprise software. Particularly SAP and Oracle.
• Gartner’s write up of IBM doesn’t align with their ranking on the scatterplot, particularly in completeness of vision.
• Gartner’s Peer Insights customer review site tells a completely different story about Cognos Analytics.

You may be thinking, ‘Ryan of course you feel this way – you’re the most public Cognos fanboy on Earth!’ Guilty as charged. But my issue isn’t with the placement of Microsoft or Tableau in the Leader’s Quadrant. Those tools are crushing it and deserve their placement. What I take issue with is IBM’s location in regard to legacy competitors like SAP or Oracle and the overall parameters that determine the ranking.

How does Gartner evaluate software?

Contrary to popular belief, Gartner is not conducting an in depth evaluation of what they call ‘ABI platforms’ to identify and compare the performance, features and ease of use of the software. Instead, Gartner typically relies on the number of inquiries each tool generates for their own consultancy in addition to surveys and interviews to determine this ranking. The natural outcome is a feedback loop where being a leader last year is the primary criteria for being a leader this year. You simply aren’t going to call Gartner to talk about IBM because Gartner is telling you not to bother.

This year they also seem to be penalizing enterprise tools that don’t come bundled with ERPs or other enterprise software. Unfortunately those tools are typically very poor BI tools – I would know, I’ve worked for them.

Cognos Analytics as a case study

This manifests in a yawning gap between IBM’s scatterplot coordinates and what they actually wrote about Cognos Analytics. Unfortunately the image is what carries all the weight in this report. Comparatively few people will read IBM’s entry, so I’ll summarize it for you below:

IBM Cognos Analytics Strengths

• One of the only tools that offers comprehensive enterprise reporting and self-service. Gartner calls these ‘mode 1 and mode 2’
• Strong product vision combining AI augmented analytics, traditional BI and planning capabilities
• Deployment flexibility on prem and on all cloud platforms

IBM Cognos Analytics Weaknesses

• People don’t call Gartner asking about Cognos
• It doesn’t have ‘adoption drivers’ like associations with popular ERPs or office suites
• It costs about the same as standalone BI tools but more than BI tools that are bundled with ERPs or office suites

Very curious. All of Cognos’ strengths are things BI developers, administrators and users care about. And all of those weaknesses are things that procurement people, industry analysts and – most importantly – Gartner themselves care about. It’s not that I think these are unimportant points, but it seems that software features and quality carry significantly less weight.

Where does Cognos belong?

I’m going to be as objective about this as possible and explain my reasoning, but first take a gander at the world premier of the Ryan Dolley BI Magic Quadrant!

Cognos Analytics completeness of vision

Gartner really got completeness of vision wrong. This is where Cognos Analytics shines. No other BI platform on Earth combines the breadth of present day capabilities with the visionary roadmap of IBM. Gartner sort of acknowledges this in their write up but it’s not at all reflected in the MQ image so let me break it down for you:

Cognos Analytics today

• Integrated AI Assistant chatbot for NLQ capabilities and auto-visualization
• ML-driven one-button forecasting
• Correlation and causation engine suggests relationships in data
• Jupyter notebooks for easy BI/ML integration
• Absolute top enterprise reporting capability in the world
• Huge scale bursting, schedule and event-driven data distribution
• Robust extensions allow incorporation of custom visualization libraries, js code. You can make Cognos do damn near anything. Just ask Paul.
• Easy to build self-service dashboards and visualizations
• Easy self-service data modeling
• Self-service storytelling/narrative BI
• Unlimited scale
• Deployable on prem and on any cloud

It can’t be stressed enough that none of the current ‘leaders’ offer such a wide spectrum of features. In fact they offer only bare bones enterprise reporting if they offer it at all.

Cognos Analytics roadmap

The Cognos Analytics roadmap is very strong. There’s a lot I don’t know and a lot I can’t say, but to give you some idea of where things are going:

• Easy what-if scenario modeling and data science for end users
• AI-driven data prep and data quality evaluation
• Deeper integration with Planning Analytics to provide a single portal for enterprise BI and planning
• Dramatically improved NLQ including ontological customization
• Continued containerization and modernization of the platform

Cognos Analytics ability to execute

Let’s be honest. There are some real concerns with how existing Cognos Analytics customers are executing with the platform. I know this because I hear your struggles. And some of that comes from stability issues and UI/UX quirks with the software that IBM absolutely needs to address. The good news is that IBM knows this.

But the reality is that many long term Cognos customers are simply not able to realize the full capabilities and value of the platform and in many cases I think it’s their own fault. The culture and practice that grew up around Cognos was formed in the late 90s and 2000s and it shows. Features that get extensive and successful use in Power BI and Tableau are left virtually untouched by a majority of Cognos customers. Data modules and data sets have improved massively since their less-than-stellar debuts. Their usage in existing Cognos deployments has yet to catch up with just how darn good they are and it’s a shame. Consider this my plea to you to start delivering with Cognos the same way people deliver with Tableau or Power BI. The platform can support it, the technology is there. What needs to change is our collective ambition as a community of practice.

This is not to say that nobody is executing at a high level. There are some people who are using all of Cognos’ capabilities to the fullest and having huge success. And new customers typically do great. But until us old timers collectively start to take advantage of what this platform has to offer I can’t really fault Gartner’s analysis for ability to execute. It’s off, but only a little.

Cognos Analytics and Gartner Peer Insights

Gartner has a lesser known product called Peer Insights and it tells a very different story. Peer Insights features product reviews by verified users rather than the opinion of analysts. Take a second to check out the Business Intelligence page and sort by average review. Scroll past the minor players with a single glowing review and look at the placement of the platforms included in the Magic Quadrant. As of this writing Cognos Analytics scores worse than Tableau Desktop. It scores better than Microstrategy, ThoughtSpot, Tableau Server, Domo, Power BI, Qlik Sense, Oracle, Sisense, Looker, Amazon, SAP and Board International.

What to make of all this?

I hope I’ve done a good job of walking you through why I strongly disagree with IBM Cognos Analytics’ placement on the 2021 Gartner Business Intelligence Magic quadrant. I’ve been as objective as I can in this analysis and I don’t think Gartner is wrong across the board. I really do like Power BI and Tableau. I’m increasingly impressed with Domo and very intrigued to see what AWS does going forward. But this report badly misses the mark on Cognos and it does so by disregarding what a strong enterprise BI platform it is in 2021 and penalizing IBM for the lack of market awareness that Gartner themselves have caused.

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Want to continue the conversation? Connect with me on LinkedIn and check out the PMsquare YouTube channel. And don’t miss the great Cognos content below!

• Cognos Union Queries in Reports
• Cognos Relative Dates in 11.2
• The 2021 Gartner BI Magic Quadrant is Broken for Cognos Analytics
• Data Modeling for Success: BACon 2020
• Cognos Analytics 11.1.6 What’s New

Getting Started

Logging in and creating a folder for your work

1. Because of high interest in today’s session we are using a single 96 core 768 GB RAM Cognos server with anonymous access allowed. This makes logistics much easier but means we don’t have access to the ‘My content’ feature of Cognos.
2. Click here to access Cognos: http://3.216.29.72:9300/
3. Click ‘Team content’ and navigate to the ‘BACon Users’ folder.
4. Click the ‘+’ button in the navigation window and select ‘Folder’.
5. Give your folder a name with the following format: Initials – favorite movie – favorite color. In my case it would be ‘RPD-Solyaris-Green.’ Hopefully this ensures a unique folder for everyone.
6. We are now ready to begin today’s class.

Organizing for Self Service with Data Sets

In our first example we will prepare a data set for self-service. This data set is sourced from an existing Framework Manager package and is a good example of a technique PMsquare often uses to simplify presentation and improve performance for end users. We will cover the basics of creating a data set, optimizing its performance and using it in a dashboard.

Creating a data set off a relational package

1. Click ‘Team content’ on the left side of the screen and Navigate to Team Content>BACon Modules.
2. Hover over ‘Go data warehouse (query) package and click the ‘More’ button.
3. Select ‘Create data set’ from the ‘More’ menu. The data set screen will launch.
4. The data set screen might look familiar – it is a stripped down version of Cognos Analytics report authoring. You should see a ‘Source’ section with the ‘Go data warehouse (query)’ package loaded, and an area that reads ‘Add data here’.
5. Expand the ‘Sales Target (query)’ folder under ‘Insertable Objects’.
6. Expand the ‘Sales Target (query)’ namespace located within.
7. From the namespace, drag the following fields to the ‘Add data here’ section of the screen. A list will appear and populate with data from the package:
8. Retailer.Region
9. Retailer.Retailer country
10. Retailer.Retailer name
11. Retailer.Retailer code
12. Employee by region.Employee name
13. Employee by region.Position name
14. Time.year
15. Time.Month key
16. Time.month
17. Time.month (numeric)
18. Sales target fact.Sales target
19. Click the ‘Page design’ drop down and select ‘Page preview’.
20. Turn off  ‘Summarize detailed values…’ and observe the effect of summarization on the data displayed in the list. The underlying data is at the level of individual Target transactions.
21. Turn detail summarization back on.
22. Click the ‘Year’ column and select ‘edit layout sorting’ from the sorting drop down menu in the toolbar.
23. Drag ‘Year’ and ‘Month (numeric) to the ‘Detail Sort List’ and click OK. We have sorted our data set by year and month. Sorting on commonly used columns can improve performance.
24. Click ‘Position name’ and select ‘Create custom filter’ from the filter drop down menu in the toolbar.
25. Click ‘Condition’ to access the conditional filter screen
26. In the ‘Input condition’ next to ‘Contains’, type ‘Sales’. This will filter the Position Type column for values that contain the word ‘Sales’. Removing unnecessary rows or columns can improve performance.
27. Click the ‘Save’ icon and select ‘Save as’.
28. In the ‘Save as’ window, navigate to ‘Team Content > BACon user>your folder. This is the folder you created in step 5 of Getting Started.
29. In the ‘Save as:’ text box, type ‘Sales Target Data Set’.
30. Click ‘Save’. The ‘Save as’ window will close.

Finding and loading a data set

1. Click the ‘Home’ icon to return to the Cognos Analytics welcome screen.
2. Click ‘Team content’ on the left side of the screen and navigate to ‘Team Content>BACon users>your folder’.
3. Hover over ‘Sales Target Data Set’ and click the ‘More’ button.
4. Select ‘Reload’. The Data Set loading notification will appear at the top of the screen. It should load and disappear fairly quickly.
5. In the ‘More’ menu, select ‘Properties’.
6. In the ‘Properties’ menu, notice the created, modified and data refreshed dates & times in the upper right.
7. In the ‘Properties’ menu, expand ‘Advanced’ and scroll down to see statistics about this data set:
8. Size
9. Number of rows
10. Number of columns
11. Time to refresh
12. Refreshed by
13. Close the properties menu.

Dashboard Creation

1. Click the ‘More’ button next to ‘Sales Target Data Set’ and select ‘Create dashboard’ in the ‘More’ menu.
2. Select the fourth available template in the ‘Create dashboard’ screen. It has a large rectangle in the center with four rectangles equally spaced at the top.
3. Click ‘Okay’. The ‘New dashboard’ screen will load.
4. On the left side of the screen, click on the ‘Assistant’ icon.
5. Type ‘Show average sales target for country’ and hit enter. Note that Sales target total is a sum measure, not an average. Cognos is able to compute new aggregate types on the fly using natural language query.
6. Click and drag the map that appears into the ‘drop here to maximize’ icon in the center of the screen.
7. Drag ‘Retailer region’ next to the ‘This tab’ icon at the top of the screen to add it to the tab filters.
8. Click the ‘Retailer region’ filter and select ‘Northern Europe’. The map will zoom to extent.
9. Add additional visualizations to the dashboard as you see fit.
10. Save your dashboard as ‘Employee Target Dashboard’.

Combining data sets with other sources using data modules

Data sets alone are great for simple requests; for more complex modeling requirements containing multiple tables, complex relationships or relative time you are better off creating a data module. Data modules can contain multiple data set, data base or excel data sources and are great for IT and power users alike.

Creating a data module

1. Click the ‘Plus’ button in the lower left side and choose ‘Data Module’
2. In the ‘Select sources’ menu, select ‘Team Content’. Navigate to ‘your folder in ‘BACon users’
3. Select ‘Sales Target Data Set’ and click ‘OK’. The data modules screen will open.
4. Click the table ‘Sales Target Data Set’ in the source view. This will load a preview of the data from your data set into the ‘Grid’ tab. Here you can easily make comparison for join compatibility and instantly see the results of any filters, groups or calculations you build

Adding additional data sources

1. Click the ‘+’ icon in the data source view and select ‘Add new sources’
2. Click ‘Data servers and schemas’ and click ‘GOSALESDW/gosalesdw’. Click ‘OK’.
3. Click ‘Discover related tables’ and explore the natural language model generation capability a bit. Then click ‘Previous’
4. Click ‘Select tables’ and click ‘Next’.
5. Choose ‘Go Time Dim’ from the available sources and click ‘OK’. This will add the Go Time Dim table to our data module.
6. Repeat the above process to add:
   • Great_outdoor_sales data server
     • GOSALES/gosalesrt schema
       • Retailer table
       • Retailer Site table
       • Retailer Type table
   • Team content>BACon>BACon files
     • Sales data excel.csv
7. At this point you should have six tables in your data module:
   • Sales Data Excel.csv
   • Retailer
   • Retailer Site
   • Retailer Type
   • Go Time Dim
   • Sales Target Data Set
8. Save the model as ‘Sales Analysis Date Module’ in ‘your folder’.

Data cleanup and prep

1. Click the arrow next to the ‘Go Time Dim’ table to expand it. Notice the large number of fields with a ruler icon. Cognos has incorrectly identified these as measures.
2. Ctrl-click each ruler icon the click the ‘properties’ icon in the upper-right corner of the screen. This will open the properties window.
3. Change ‘Usage’ from ‘Measure’ to ‘Attribute’. Change ‘Represents’ to ‘Time’.
4. Click the ‘Month De’ field then shift-click the ‘Weekday Tr’ field. This will select all the non-english fields in the table.
5. Click the ‘more’ button and select ‘Remove’. This removes these fields from the model.
6. Repeat this process in the ‘Retailer Type’ table to leave only ‘Retailer Type Code’ and ‘Type Name En’.
7. Save your work.

Simplify table structure

1. Click the ‘more’ button next to ‘Sales Analysis Data Module’ in the source view. Select ‘Table’ in the menu that appears.
2. Click ‘Select Tables’ and select the three retailer tables.
3. Click ‘Create a view of tables’ and click ‘Next’
4. Rename the new table ‘Retailer Dim’
5. In the ‘Selected Items’ menu, select the following fields:
   • Retailer Code
   • Company Name
   • Rtl City
   • Rtl Prov State
   • Rtl Country Code
   • Type Name En
6. Click ‘Refresh’ to check your work. Click ‘Finish’ to create your new table.
7. Examine your handiwork in the ‘Custom tables’ tab. This tab makes understanding the data flow in your model much easier.
8. Save your work.

Create relationships

1. Ctrl-Click ‘Sales Data Excel.csv’ and ‘Go Time Dim’.
2. Right-click one of them and choose ‘Relationship’ under the ‘New’ header. This will open the new relationship screen
3. Click each table to select it, then right click and select ‘Create relationship’. The create relationship screen will open.
4. Ensure the 1 indicator is under ‘Go Time Dim’ and the N indicator is under ‘Sales Data Excel.csv’. You can swap these by clicking the wheel icon in the lower left corner of the screen.
5. Select ‘Day key’ from each table and click ‘Match selected columns’ This will create the necessary join criteria.
6. Click ‘Refresh’ to see a preview of your join.
7. Click OK to build the join.
8. Repeat this process to create the following joins:
   • Go Time Dim 1-N Sales Target Data Set
   • Sales Target Data Set N – 1 Retailer Dim
   • Retailer Dim 1 – N Sales Data Excel.csv

Refining and enhancing the model

Adding additional business logic can greatly enhance the value of your data module and make it much easier for professional and self-service authors to quickly create valuable content.

Creating calculations

1. Ctrl-click ‘Quantity’ and ‘Unit sale price’ in the Sales Data Excel table.
2. Click the ‘more’ button and choose ‘create calculation’.
3. Name your calculation ‘Sale Total’ and select ‘x’ from the calculation drop down menu.
4. Note the ‘Calculate after aggregation’ option on this screen.
5. Click ‘OK’
6. Repeat the steps above to create the following calculations:
   1. Cost total: Quantity x Unit cost
   1. Sale margin: Sale total – Cost total
   1. Plan variance: Sale total % Planned revenue
7. Click the ‘more’ button next to the Sales Data Excel table and select ‘calculation’. This will open the advanced editor.
8. Name your calculation ‘Sales Margin’.
9. Copy-paste the following logic:
   1. (Revenue – Cost_Total)/ Revenue
10. Click the ‘more’ button next to ‘Sales margin’ and select ‘Format data’.
11. Select ‘Percent’ in the drop down. Click ‘OK’.
12. Ctrl-click ‘Cost total’ and ‘Sale total’. Click the ‘more’ button and select ‘format’
13. Select ‘Currency’ in ‘Format type’.
14. Select ‘USD’ in the ‘Currency’ drop down.
15. Click ‘OK’

Adding drill paths

1. Expand the ‘Go time dim’ table and click the ‘more’ button next to ‘Current Year’.
2. Select ‘Create navigation’ path.
3. Name the navigation path “Time’
4. Drag ‘Current Quarter’, ‘Current Month’ and ‘Day Date’ into the navigation path. Click ‘OK’
5. In the source view, click the ‘Identify navigation path members’ button.
6. Repeat the process to create the Retailer location path:
   1. Rtl Country Code
   1. Rtl Prov State
   1. Rtl City
7. You can create any hierarchy you want – feel free to make something crazy!

Adding relative time

1. Click the ‘Add new sources’ button and select ‘Add new sources’.
2. Navigate to ‘Team content>Calendars’ and select ‘Fiscal calendar’. Click OK. The Fiscal Calendar table should be visible in your module.
3. Expand ‘Go Time Dim’ table and click ‘Day date’. Open the column properties.
4. Under ‘Lookup reference’ select ‘Fiscal Calendar’
5. Expand ‘Day Date’ and note the large number of relative time filters.
6. Expand the ‘Sales Data Excel.csv’ table and shift-click the calculations we made above.
7. Click the ‘more’ button and open the properties
8. Set the lookup reference to Go Time Dim.Day Date.
9. Expand any of the calculations and note the large number of relative time calculations.

Cleaning up for consumption

1. Open the properties for ‘Sales Data Excel.csv’ and change the name to ‘Sales’.
2. Change ‘Sales target data set’ to ‘Sales target’.
3. Click the ‘more’ button next to ‘Sales Analysis Data Module’ and select ‘Folder’ in the ‘New’ section.
4. Name the folder ‘Retailer tables’
5. Click and drag the ‘Retailer’, ‘Retailer Site’ and ‘Retailer Type’ tables into the ‘Retailer tables’ folder. This will nest the tables within the folder.
6. Click the ‘more’ button next to the ‘Retailer tables’ folder and select ‘Hide from users’.

Managing modules

Securing models

1. Click the ‘Source view’ button.
2. Expand ‘gosalesrt’ data server.
3. Click the ‘more’ button next to ‘Retailer’ and select ‘set data security’.
4. Click ‘Add security definition’ in the properties window. This will open the security window.
5. Name your security filter ‘Analytics users’
6. Expand the ‘Cognos’ namespace and select ‘Analytics users’. Click ‘OK’.
7. Selected ‘Company Name’ from the Filters drop down and click ‘Add a filter’. The filter window will open.
8. Select ‘4 golf only’ and click ‘OK’
9. This sets the data level security at the data server level, not on the level of your individual model! Changes made here will effect ALL models built on this data server, for better or worse.
10. Click ‘Cancel’ to leave the security window.

Model inheritance

1. Click ‘New’ and select ‘Data module’
2. Navigate to the ‘Sales Analysis Data Module’ located in ‘your folder’. Click ‘OK’
3. Notice how each table is now turquoise with a ‘link’ icon on it. These are linked tables and will inherit changes made to their parent module.
4. Check the ‘more’ menu on the ‘Sales’ table. Note that many options are missing. The same is true for individual data items.
5. Note the ‘Break link’ option in the ‘more’ menu. This will disconnect the linked table from it’s parent and it will no longer inherit changes. The ability to click this button can be turned off in security.

Conclusion

In this workshop we combined a data set sourced from a Framework Manager package tables from a Microsoft SQL Server database and an Excel spreadsheet into a single data module, which we made available to self-service and professional authors.

I hope this workshop has unlocked a deeper understand of how the Cognos Analytics data prep features can drastically reduce the time it takes to acquire, model and visualize data for both self-service users and IT professionals. As always, please contact me at rdolley@pmsquare.com with any questions!

I received some great news on Tuesday from IBM – I have been selected as an IBM Champion again in 2020! And not only that, but my colleagues Cognos Paul Mendelson, Sonya Fournier and Mike DeGeus were selected as well. This brings our total IBM Champion count at PMsquare to 4! I’m extremely proud of our excellent team. We hire only the absolute best Cognos resources and IBM recognizes it. This post isn’t just for back slapping though, lets discuss what being an IBM Champion means to me.

What is an IBM Champion

Directly from the IBM website:

IBM Champions demonstrate both expertise in and extraordinary support and advocacy for IBM technology, communities, and solutions.

The IBM Champion program recognizes these innovative thought leaders in the technical community and rewards these contributions by amplifying their voice and increasing their sphere of influence. IBM Champions are enthusiasts and advocates: IT professionals, business leaders, developers, executives, educators, and influencers who support and mentor others to help them get the most out of IBM software, solutions, and services.

The program runs on a yearly cycle and members must re-apply each year.

What does it mean to me?

Being an IBM champion means more than just a pat on the back and some SWAG. First and foremost it is a recognition of the work I do to feed the Cognos community with this blog, by moderating the Cognos subreddit and contributing to the IBM Analytics community site. Building our community is incredibly important to me and I am so very grateful for the feedback I get from you and from IBM. It keeps me going.

The program is also about being part of a huge community of IBM advocates. The slack is extremely active, extremely helpful and features the top experts on all IBM technologies in the world. The camaraderie in the program is quite amazing and I’ve made friends from all over the world. Meeting fellow champs is the most rewarding part of the program.

Finally, it’s about promoting your professional passion and working with IBM to improve their offerings. Champions receive next level access to the product teams for the respective technologies. If you’ve ever wondered how I know so much about the direction of the product this is a big part of it.

And SWAG, don’t forget the SWAG…

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• Cognos Union Queries in Reports
• Cognos Relative Dates in 11.2
• The 2021 Gartner BI Magic Quadrant is Broken for Cognos Analytics
• Data Modeling for Success: BACon 2020
• Cognos Analytics 11.1.6 What’s New

I’ll be attending Data and AI Forum again this year, as I do every year. Data and AI Forum is THE conference to attend for Cognos, Planning Analytics and other IBM analytics technologies. THINK is the big IBM conference but for us, this is the valuable one.

If you’re interested in saying hello you can find me at the PMsquare booth or attend one of my sessions:

If you’re struggling to modernize your Cognos environment, the second session is a treat.