Integrating IBM Cognos TM1 with IBM Cognos BI - IBM Cognos

In this section, we show how to create a dashboard in IBM Cognos Business Insight for the users who are involved in the planning process. The dashboard can include the following objects:

  • IBM Cognos TM1 Contributor gives users access to a secure workflow that guides users through the planning process (see the IBM Cognos TM1 Planning Contributor item in Figure).
  • IBM Cognos TM1 Websheets or Cube Views enables users to write back to the underlying TM1 database, change drivers such as Cost or Price, or even add metadata (see the Applications and Views folder under GreatOutdoors_SalesPlan
  • You can view reports that are created in IBM Cognos BI (for example IBM Cognos Report Studio or IBM Cognos Business Insight Advanced) with live IBM Cognos TM1 data with zero latency. You can also drill down to the IBM Cognos TM1 database in real time (see reports in the SalesPlan Reports folder)
  • IBM Cognos TM1 items in the Content tab
    IBM Cognos TM1 items in the Content tab

We use the Great Outdoors company use case to show how to create a dashboard for the sales department. Lynn Cope, the Advanced Business User, uses IBM Cognos TM1 data to create reports, add these reports to the dashboard, and add IBM Cognos TM1 Websheets or a link to the application for managed distribution. In this, we do not discuss the IBM Cognos TM1 modeling and how to create an IBM Cognos TM1 Contributor application for a managed contribution. We assume all this work has been done previously. We also assume that IBM Cognos TM1 is configured to work with IBM Cognos BI.

Creating a data source and package

For IBM Cognos TM1 data to be available for professional report authors to create reports the modeler, John Walker must create an IBM Cognos TM1 data source and publish a package to the IBM Cognos Connection portal. We give an overview of the steps for that process in this section.

To create a data source and package:

  1. Open IBM Cognos Administration, and add an IBM Cognos TM1 cube as a data source. You need the following connection parameters to create a data source:
    • Administration Host: The name of a system where the IBM Cognos TM1 server resides that can be identified by the network
    • Server Name:The IBM Cognos TM1 server name as configured in the TM1s.cfg file
  2. Open the IBM Cognos Framework Manager and create a package for IBM Cognos TM1 data using the data source created in the step 1.Select the cube you want to import. After the import is complete, click the “Create a default package” option, give a name to the package (that name will be visible to the business authors in IBM Cognos Connection portal and studios) and publish a package. The new package displays in IBM Cognos Connection,
  3. IBM Cognos TM1 package added to IBM Cognos Connection portal
    IBM Cognos TM1 package added to IBM Cognos Connection portal

Objects used in the dashboard

Now that the IBM Cognos TM1 package is available for the professional report authors, they can use IBM Cognos Report Studio to create reports. The reports use live IBM Cognos TM1 data so that users can see the change in data immediately after a value is entered to the IBM Cognos TM1 cube by a planning contributor. Users can monitor the planning process or change drivers to see how that influences the entire performance.

Figure shows the following objects in IBM Cognos Connection that we used when creating this dashboard:

  • Reports (SalesPlan Reports) are part of samples that are coming with the IBM Cognos Business Intelligence installation. They are created in IBM Cognos Report Studio and are using IBM Cognos TM1 greatoutdoors server as a data source. The deployment archive that contains these reports is located in the following directory:
  • <c10_location>webcontentsamplescontentTM1
  • The TM1 Sales Plan package that uses the greatoutdoors IBM Cognos TM1 server. The server data is located in the following directory:
  • <c10_location>webcontentsamplesdatasourcescubesTM1
  • TM1 Contributor Applications is created in IBM Cognos TM1 Contributor and we will use a link to the application and add that to a dashboard.
  • IBM Cognos TM1 objects in IBM Cognos Connection
    IBM Cognos TM1 objects in IBM Cognos Connection

Configuration steps

To have IBM Cognos TM1 server objects (cube views and websheets) available in IBM Cognos Business Insight you need to complete the configuration steps that we discuss in this section.

Contents of IBM Cognos TM1 Server in IBM Cognos Business Insight
Contents of IBM Cognos TM1 Server in IBM Cognos Business Insight

This provides only an overview of the steps. Complete the following steps:

  1. Specify the URL that is used for web access and the server host and server name so that IBM Cognos Business Insight can connect to the IBM Cognos TM1 servers. A sample contribution file is provided with IBM Business Insight, that includes properties for an IBM Cognos TM1 server that uses CAM authentication and properties for a server that does not use CAM authentication. A sample file is located in the following directory:
  2. Configure the Tm1s.cfg file of the IBM Cognos TM1 Server to add the ServerCAMURI and ClientCAMURI properties that point to IBM Cognos BI and to add the CAM Portal Variable File=portal/ variables_TM1.xml file.
  3. Configure the variables_TM1.xml.sample sample file that is located in the following directory:
    <c10_location> emplatespsportalvariables_TM1.xml.sample

Business case

After professional report authors create and save the reports on the IBM Cognos Connection portal, Lynn can use them on the dashboard that she wants to create. Apart from that, she uses the IBM Cognos TM1 Websheets and IBM Cognos TM1 Contributor application to create a dashboard with all the components that are necessary for the users who are involved in the planning process for the Great Outdoors company.

To complete this example, follow these steps:

  1. Launch IBM Cognos Business Insight, and select Create New. First, add an existing report. In this case, the existing report was created in IBM Cognos Report Studio. If you do not have an existing report, you can use IBM Cognos Business Insight Advanced and create one from scratch. In this scenario, we continue with a report from the IBM Cognos samples.
  2. Navigate to Public Folders SalesPlan Reports Channel Pricing Comparison Crosstab1, and add the report part to the dashboard. The report widget looks
  3. IBM Cognos TM1 report widget
    IBM Cognos TM1 report widget

    The reports shows the Unit Sale Price for Channels and Product by different versions of budget, including the difference and the percentage of difference. This data is the data that was entered in to a planning application by the contributors in the Sales department during the planning process.

  4. Now, add a link to the IBM Cognos TM1 Contributor planning application so that users can open it directly from this dashboard. Navigate to PublicFolders TM1 Contributor Applications TM1 Planning Contributor, and drag it to the dashboard. When added, it looks
  5. IBM Cognos TM1 contributor application
    IBM Cognos TM1 contributor application

  6. Click TM1_SalesPlan_application, and the Contributor workflow opens with all the tasks that belong to the user who is logged in.
  7. IBM Cognos TM1Contributor workflow
    IBM Cognos TM1Contributor workflow

  8. Lynn wants to add the widget that contains an IBM Cognos TM1 Cube View that allows a user to write directly to the IBM Cognos TM1 cube. Navigate to GreatOutdoors_SalesPlan Views Sales Plan SalesPlan_View .(This view is a view that was created in IBM Cognos TM1 Architect and is looking at a Sales Plan cube.) Drag the view to a dashboard. When added, it looks as shown in Figure.
  9. IBM Cognos TM1 Cube View
    IBM Cognos TM1 Cube View

  10. In the same view, you can add items from GreatOutdoors_SalesPlan Applications Great Outdoors, where the IBM Cognos TM1 Websheets are stored. IBM Cognos TM1 Websheets also allow writing directly to the IBM Cognos TM1 cube.
  11. The dashboard looks as shown in Figure. It combines objects that were created in IBM Cognos TM1 and IBM Cognos BI, but all objects pull the data from an underlying IBM Cognos TM1 Server.
  12. Dashboard that contains various IBM Cognos TM1 widgets
    Dashboard that contains various IBM Cognos TM1 widgets


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