ks) IBM Developer SKILLS NETWORK Hands-on Lab 5: Different Methods for Creating Dashboard Visualizations with Cognos Analytics In this lab, frst you will learn how to Work with tabs and statt a new dashboard within tabs, Then you will learn how to create a simple dashboard, Lastly, you will earn different methods for creating dashboard visualizations 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 limited to 30 days) as this is available at no charge, Dataset Used in this Lab The dataset used in this lab comes from the VM designed to showcase IBM Cognos Analytics, Source: bttps/iwaw ibm com/cloud/garage/dte/tutorial/ibm-cognos-analytics-1113-getting-started-explaration-O, This dataset is published by IBM. You can download the dataset file directly rom here: CustomerLoyaltyProgram.csv Objectives Aer completing hi ab, you wile abe 1+ Work with tabs. ‘+ Start a new dashboard within tabs. ‘+ Use an automatic method to create a visualization ‘+ Use Cognos Assistant to create a visualization, ‘+ Use a manual method to create a visualization Exercise 1: Work with Tabs and Start a New Dashboard within Tabs inthis exert, yu wills howto werk wth abs ad tara new dashboard within abs ‘To signinto the Cognos Anabres platform wth yourIBMl, go to ab om com/dasa 2 ner your BM an password 3. Scroll down and click Launeh.Products Trials 1 Offering Ww IBM Cognos Analytics on Cloud - Trial Active Expires on Oct 16, 2020 = 4, From the Recent section, click Simple dashboard, Get started Recent Simple dashboard CustomerLoyaltyProg... Last Hote’ 1 Hosted 6717/2023, 7:00 AM e/r7/2023, 6:43 4 @ 5. Click Edit or preview at the top left comer [email protected] 6. Click the Add new tab button tothe right ofthe Dashboard A tab, “ A Product Sales 7.Select the four-panel template with 2x2 configuration. Click Create. >)Selecta template 8, Click on the tab name Tab 1 to bring up the Tab's on-demand toolbar. Selec the Edit AProductSales abl + Edit the tit Duplicate Change template potere 9, Rename the tab to "8 - Customer” Exercise 2 : Different Methods for Creating Dashboard Visualization In this exercise, you will eam different methods for creating dashboard visualizations ‘+ As you build the dashboard, the location placement for Widgets inthe dashboard template will be referenced using the following Panel numbersTask A : Using an Automatic Method to Create a Visualization for Panel 1 1. From the Navigation panel, select Sources to open the data source panel, ifitis not already open. The Data Source panel displays the uploaded file “CustomerLoyaltyProgram.csv" as the Selected Source, 2.From the Data Source panel, expand CustomerLoyaltyProgram.sy, if needed, 3. From the Data Source panel, press CTRL and select Latitude, Longitude, Quantity sold and drag them to the center of Panel 1 releasing them once you see the drap zone turn blue, eEas 4, Click on the Map chart in panel 1 to bring it into focus, 5. To change the map style, open the Properties panel and click the down arrow next to Chart to see the various options of maps available, Select Streets for StyleMap base ‘Automatic 200m Enable layer contra Enable search control Responsive Show labels in local language 808668 Refresh automatically Tile type 6. Open the Fields panel to view the data slots. From the Sources panel on the left ofthe screen, drag and drop the Country, Province or State, Revenue into the Locations, Locations, Location color dat slots of Regions of the Fields panel respectively ¥ Fiters Fields [=] = Requred eta © Regions > Latitude/longitude Local fiters @ Dragaand drop data tothe fields above to build and fier the visualization. 7. Make sure to drag and drop the Quantity Seld into Point color data slot of Latitude/longitule ofthe Fields panel if needed.Y Filters Fields = Properties, Rogions > Points, > Latitude/longitude ¥ e » © Latitude: Required Held Latitude © Longitude Required field Longitude 2 Label Point size e- Point color (Quantity Sold Clik or drag ata Y Local filters 4, Click on the Fields button to close the Felds panel 9, Click on the Map chart widget in Panel 1 to bring it into focus if needed. From the on-demand toolbar, click Edit the title, Enter the title “Revenue and Quantity Sold by Location’ tothe visualization. 10, lick the Properties button in the top-right comer to open the Properties panel and click on the General tab, Expand the dewn arrow next to Appearance. Click on Border Color to open the color options for borders. Apply a “Black” border. 11. To save the current work of the dashboard, press CTRL#S. 12, Your Panel 1 widget should look lke the one below:Revenue and Quantity Sold by Location Task B : Using an Automatic Method to Create a Visualization for Panel 2 1. From the Data Source panel, press CTRL and select Product Line, Coupon Response, Quantity sold and drag them to the conter of, Panel 2, releasing them once you see the drep zone turn blue, 2. Click on the Line chart in panel 2 to bring it into focus and render the on-demand toolbar. 3. Click the Change Visualization button in the on-demand toolbar. Use the arrow ">" to expand All Visualizations. Scroll down and select Radial ae 8 Fen Fs Pepin coe vetten x » 1 rag an op at re er we B 2% lo B & eo © 4, Click on the Radial chart in Panel 2 to bring it into focus. Click on the Fields button on the Dashboard toolbar to open the Fields Panel 5. Drag and drop Preduct Line to the Repeat (column) areaY Fiters ‘Requests © bas ‘coupon Response # Length = ‘Quant sold Tepeat tomy 1 Local ters @ Dragand drop datato the il above tobuld and ter the visualization. ¥ 6. Next move the Coupen Response to the Color field 7.Click on the Flelds button to close the felds panel 8.Clck on the Radial chart widget in Panel 2 to bring it nto focus. From the on-demand toolbar, click Edit the title Enter the title “Marketing Response by Department” tothe visualization 9, Click on the Radial chart in Panel 2 if needed to bring it into focus. 10. Open the Properties panel and click on the General tab. Expand the down arrow next to Appearance. Click on Border Color to open the color options for borders. Apply 2 “Black" border 11. To save the current work of the dashboard, press CTRL¢S. 12, Your Panel 2 widget should look lke the one below: ‘Marketing Response by Department T Blass @:Task C : Using Cognos Assistant to Create a Visualization for Panel 3 1, From the Navigation panel, select Assistant to open the Cagnes Assistant panel. 2 In the Ask a question input text box, at the bottom of the left hand pane, type "show Quantity Sold and City” and press Enter. ale + 6 4 Select the second chart visualization,6) ®lm w B jer | Customer Lifetime Valueand.. © 3 create dashboard F | pska questi e 5. From the Cognos Assistant panel, select the second chart visualization and drag it to the center of Panel 3, releasing it once you see the drop zone tum blue, Gases) © & mM wv B Customer Lifetime Valueand.. © ——— F Th ast 6 6.Clickon the Line and column chart in Panel 3 if needed to bring it into focus. 7. Open the Properties panel and click on the General tab. Expand the down arrow next to Appearance. Click on Border Colar to open the color options for borders. Apply a “Black” border, 8, To save the current work of the dashboard, press CTRL#S, 9. Your Panel 3 widget should look lke the one below:‘Customer Lifetime Value and Quantity Soldby City a? Task D : Using a Manual Method to Create a Visualization for Panel 4 1. From the Navigation panel, select Visualizations to open the Visualizations library. a Visualizations a system ‘custom F mb & B32 Wt Bae kee i) eet & @ lw lik = es 8 © ® & tie B 2, Select the Packed Bubble chart, and drag it to the center of panel 4 ofthe dashboard template, releasing it once you see the drop zone ‘tum blue. 3, The Packed Bubble chart visualization will @pen along with the Fields panel for you to set up the data definitions for your visualization,e8 Bubbost ts Marketing Response by Department og PAO cm B repeat co) 4, From the Sources panel on the left of the screen, drag and drop the Product Line, Quantity Sold, Loyalty Status sources into the Bubbles, Size, Color data slots ofthe Fields panel respectively. SQOQ6 =z Product Line colored by ojalyStatus sod by ‘Quanity Sold 5. Click on the Fields button to close the panel 6, Click on the Packed bubble chart widget in Panel 4 to bring it into focus. From the on-demand toolbar, click Edit the ttle. Enter the title “Department Sales by Loyalty Status” to the visualization, 7. Click on the Packed bubble chart in Panel 4 if neeced to bring it into focus 8. Open the Propert panel and click on the General tab. Expand the down arrow next to Appearance. Click on Border Color to open the colar options for borders. Apply 2 "Black" border. 9, To save the current work of the dashboard, press CTRL4S, 10, Your Panel 4 widget should look lke the one belowDepartment Sales by Loyalty Status Finally, your dashboard "B - Customer" should look like below: pyaar a Congratulations! You have completed Lab 5B, and you are ready for the next topic. Author(s) + Sancip Saha Joy Other Contributor(s) * SevegvanChangelog Date Version Changed by Change Description 2001-06-18 13 Malka Singla Updated screenshots 2020-09-23 12 Steve Ryan Post review changes 2020-09-21 11 Steve Ryan ID review 2020-09-17 10 Sandip Saha Joy Initial version created © IBM Corporation 2020. All rights reserved.