IBM Cognos Analytics 11.1.4 - Getting Started With Exploration - IBM Cloud Architecture Center
IBM Cognos Analytics 11.1.4 - Getting Started With Exploration - IBM Cloud Architecture Center
4 : Getting
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Started with Exploration
Explore the key capabilities of IBM Cognos Analytics Data Exploration
This tutorial is meant to be used with a VM designed to showcase IBM Cognos Analytics. If you do
not already have a running instance, please sign up for one.
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Tutorial
Explore is a flexible workspace intended for ad-hoc data
discovery and exploration. You can explore your data or
investigate visualization from a dashboard or story. As you
work, contextual recommendations and advanced analytics
insights will be surfaced in a subtle way, so as not to
intrude. Take advantage of advanced analytics normally
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available only in data science tools. You won’t be bothered
with positioning widgets or fancy formatting. Just work
away, and when you want to present your insights, simply
copy your visualizations to a story or dashboard.
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the login page by clicking Create an account.
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3 Check your mailbox and open the email from IBM
Digital Sales Support with the subject “Your IBM
demonstration is now ready”. The email includes the
link to your environment and a password to access this
environment.
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4 Click the link provided for full desktop access. Enter the
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provided desktop password and click Submit to access
the VM.
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3 Once the VM is ready the computer monitor thumbnail
will have a light green background. Click the monitor to
start the VM.
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The goal of the User Interface (UI) is to provide Users
with a streamlined way to get started using Cognos
Analytics and view content and activities pertinent to
them.
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here.
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4 Once you begin working with content, the canvas will
update with your recently used items. In your Cognos
Analytics instance, you may see recent content on the
canvas.
1 To upload a file, you may either drag and drop this file
into the drop zone, or you may click Browse in the drop
zone to navigate to where the file is saved. For this
workshop, we will use the Drag and Drop option.
2 Open File Explorer and navigate to Desktop>CA
Workshop Data.
3 Drag the Telco_customer_churn.xlsx file over to the
Drop zone button on the canvas until the blue Quick
Launch menu appears at the bottom of the screen.
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4 The Quick Launch panel will allow you to select your
intent on how you wish to interact with the data you are
uploading. Drop the file over the Exploration option.
Starting Cards
Every Exploration includes a Starting Card to begin
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analysis. Users can enter any data column to use as a
starting point, or can select from a list Cognos Analytics
identified
Data Relationships
The relationship diagram plots fields based on a
statistical evaluation of related items. The relationship
diagram is not a picture of the data model. However, the
model could be an influencing factor in the analysis. The
diagram builds around an identified “Field of Interest”.
Related fields branch off the Field of Interest and are
organized into circles, which represent concepts. Lines
connect the Field of Interest to concepts and represent
relationships.
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The Relationship Diagram shows interesting fields in your
data and how they are related to other fields in your data.
By default, 10 unique fields are shown, but you can choose
to show more or less using the Relationship strength slider.
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Suggested Starting Points
You can continue your analysis by choosing a
visualization recommendation from Cognos Analytics.
You can also select items in the relationship diagram to
generate visualizations to use as your own starting points
for analysis.
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1 You’ll see in the right panel the visualizations Cognos
Analytics identified as addition areas of interest which
could be used in your analysis. These are all generated
based on the field of interest in the relationship
diagram.
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The Details panel to the right of the chart display
information about the visualization. Details provide
additional context about the data displayed in the chart
that might not be immediately obvious
Visualization Library
1 From the Exploration toolbar above the visualization,
click the down arrow next to Column to open the
Visualization library.
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4 Currently, you are looking at the Total Sum for Tenure,
but for this analysis, you want to look at average tenure.
From the right panel, select the Data Slots tab. Under
the Heat field, click the ellipses (…) next to Tenure.
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5 Select Summarize.
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6 Select Average.
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Related Visualizations
When a visualization is in focus in an exploration, the
system recommends related insights beyond what you
specifically requested. Based on Cognos Analytics’ data Privacy - Terms
analysis, these related visualizations might be of interest
to you as they were found to be related to the data items
currently in focus.
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“Level of interest” to suggest useful next steps in your
analysis.
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NOTE: The Related visualizations in your workshop
instance may differ from those shown in the example. You
may select any other recommended Related visualization
for this exercise.
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The Assistant
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The Cognos Analytics Assistant provides
recommendations to help answer questions and provide
the User with quick insights into their data. Many times,
Users will have specific questions they are looking to
answer but may not be as familiar with the dataset or
exact data items they need to uncover the insight or
answer they are seeking.
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From within an Exploration or Dashboard, the User can
type in natural language text to discover patterns and
relationships in the data, as well as generate
visualizations that can be added to an existing or new
dashboard, exploration or story. Simply enter text related
to the Users analytical intentions and an AI
conversational agent will respond with visualizations and
other information to satisfy the request.
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3 Cognos Analytics identified Tenure in the
Telco_Customer_Churn.xlsx file you uploaded,and
identified interesting fields in the data set that relate to
Tenure.
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example below.
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6 Hover over the Information icon in the upper right
corner of the visualization. Cognos Analytics provides
you with additional information on the data items from
your inquiry.
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At any time during your analysis, you can work with your
data and visualizations to modify them to suit your analysis.
For this visualization, you see the Tenure as a sum, but you
would like change this to the average as you did on the
heatmap. You would also like to change the visualization
type.
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TECH TIP: Summarization may also be changed at the data
level from the Data Source panel, rather than each time you
use it in a visualization.
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14 To customize your visualization further, you can modify
the data slot entries to refine your visualization. In the
Data slots panel, drag Tenure from the Length slot, and
drop it on top of Total Charges in the Color slot when it
appears highlighted in blue as shown below. This will
swap the data items into the opposite slots.
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16 Hover over any of the bars to see the values.
Comparing Data
You can easily compare data across two visualizations.
When using the Compare feature, a summary of key
information and differences between the two
visualizations is generated.
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2 From the Data sources panel, you can now view all the
data columns in the Telco Customer Churn data file.
Click on Partner and drag it over to the Local filters area
of the chart. Drop once the data slot is highlighted in
blue to indicate the drop zone.
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3 The Partner Filter Window will render. For the first
chart, you want to filter the chart to include only the
data on for direct sales contracts, those where no
partners were involved. Click ‘Yes’ and then ‘OK’ to
apply the filter.
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4 The Chart will update with the filter applied. Notice the
Local Filters will indicate the Filter is applied showing
that Partner Includes Yes. This will show the direct
sales channel, where Partners were involved.
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(Includes=Yes), while Chart B excludes Partners
(Excludes=Yes).
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TECH TIP: You would need to select the new measure for
both charts for a “side by side” Comparison. You also may
compare different measures on each chart. For example,
you may want to compare revenue and expense or revenue
and headcount. Cognos Analytics will not display combined
values across different measures.
10 You may turn off the Comparison Stats by using the Hide
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Comparison Stats button on the toolbar. Click the Hide
Comparison Stats button to view the update on the
canvas. Click the Hide Comparison Stats button again
to return the comparison to the canvas.
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By default, the Compare line is synced between the two
charts. You can un-sync the lines based on your settings for
Compare options.
13 Click the down arrow next to Sync. Here you see the
comparison options for the two charts. In addition to
setting the synchronization of the Compare line, you can
also un-sync the Axis Scale between the two charts.
Make no changes to the settings for this exercise. Click
outside of the Compare Options to close the options
list.
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15 Save your Exploration.
Badges
Badges indicate that the system has identified
correlations to a target in your data. Badges are
displayed as green ovals with a number. The number
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represents the number of correlations or correlation
combinations that were identified. Clicking on a badge
will provide additional information on the correlations.
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Here, you can see that Cognos Analytics Identified
correlations for data items that are not part of the
visualization but exist in the underlying data. Users can
select a correlation of interest to them to review the key
driver analysis.
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At the top of the screen is the key driver analysis in the
form of a “comet” visualization. This visualization identifies
and displays key drivers that factor into the data that was
identified as a target in the original visualization. Bubbles
are positioned along an axis of 1 to 100 to indicate the
strength of various drivers and driver combinations that
influence the target (at position 100). The proximity of the
bubble to the target indicates the predictive strength of the
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driver. The closer to the target, the stronger the predictive
strength. The color of the dots indicates the number of
drivers. The size of the bubble indicates the number of
individual or combinations that were detected.
Visualizations below the comet give a preview of the driver
or driver combination that is highlighted along the axis.
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5 Click the Largest Orange Bubble. As bubbles are
selected, the visualization below the key driver analysis
will update. This brings into focus the combinations
found. A visualization is available for each for the
combinations identified and may be viewed using the
selection bar below the visualization.
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In this example, the Driver Analysis shows that the
combination of Total Charges, Monthly Charges and Device
Protection influence Tenure. However, you don’t yet know
whether it’s low charges or high charges or what type of
internet service drive tenure higher or lower.
Decision Trees
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A Decision tree is used to highlight key insights in how
underlying data patterns drive the results of a chosen
target. Decision trees have a single target. If the target
field of the decision tree is continuous, for instance, a
measure such as Revenue, then the key insight indicators
highlight unusually high or low groups. If the target field
of the decision tree is categorical, for example, a product
or attribute, then the key insight is the most frequently
occurring category or categories of the target field within
the group.
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TECH TIP: Depending on the amount of data to render,
and/or your screen resolution, the decision tree may be too
large to optimize viewing. In these cases, a thumbnail of
the entire decision tree renders in the upper left corner. For
the User’s reference, a blue highlighted section indicates
the section of the decision tree currently in focus on the
canvas.
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The box may be moved around to put focus on various
areas on the decision tree. The center scroll wheel on your
mouse will allow you to zoom in or out on the Decision tree
diagram on the canvas.
5 The decision tree updates and you can now see the
patterns of drivers related to Churn where Partners were
used (Partners Includes Yes). To read the diagram, you
will start with the first driver listed from left to right,
Internet Service.
You can easily see that customers with Fiber Optic churn
more than those with DSL or no internet. Of those, you can
see that customers with less than 16 months tenure are at
the greatest risk of Churn. But how does this compare to
customers who were not acquired through Partner
Contracts? You can easily invert the filter to churn patterns
for non-Partner contracts. Privacy - Terms
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your mouse scroll wheel to zoom in/out if needed. To
read the diagram, you will start with the first driver listed
from left to right, Tenure.
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broken down into four statistically relevant groups. In the
diagram, you can immediately see what appears to be a
large difference in churn rates for customers that have less
than 10 months tenure versus those that have been
customers for 10 or more months.
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10 Question: What insight does this give you?
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11 Continue to read the decision tree diagram moving to
the right and focus on the last driver identified.
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Decision Rules
The decision tree diagram gives you a tremendous
amount of information and insight. But from all the
patterns and insights you discovered, how do you easily
prioritize actions? Cognos Analytics makes this easy by
providing you with the ability to easy slice and dice the
top and bottom results. It also lists out the rules in an
easy-to-read text format along with predictive strengths
for each.
1 Under Nodes, click the Top 5 target values and use the
pull-down arrow to set them to Yes.
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The results for the top 5 patterns of customer churn are
presented. From here, you can see that those most likely to
churn are shorter tenured customers, either less than 3
months or those between 3 and 10 months, and those with
Fiber optic service are at the greatest risk of churning.
Your Exploration allowed you to identify specific decision
rules for customers with a high propensity to churn by
using the Decision tree visualization. Cognos Analytics will
provide you with the full list of Decision Rules and
predictive strengths for each in an easy to follow list that is
great for analysts looking to use these rules in their
predictive models.
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Summary
Congratulations, you’ve completed your first Data
Exploration! You can now bring your Explorations and
findings into Dashboards and Stories to communicate
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your findings to the Marketing Group. To continue your
Analytics journey, please check out our other tutorials in
this Cognos Analytics 11.1 series:
• Dashboards, Visualizations and Exploration
• Data Preparation and Modeling
• Report Authoring
Find these and more by visiting us at:
https://www.ibm.com/demos/collection/IBM-Cognos-
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Analytics/ (https://www.ibm.com/demos/collection/IBM-
Cognos-Analytics/) You may download a .pdf version of
this workshop instruction here: PDF | DTE HOL CA11.1.4
Getting Started with Data Exploration
(https://ibm.box.com/s/y5t3b6vun6ttd5357n01cdzobairwyyc)
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