1. Cognos/Tableau October 12, 2016
Users Group Meeting
Cognos/Tableau
October 12, 2016

2. Agenda CeDAR Updates Cognos Tableau – Lauren IGC – Leah Welcome – Liz
Website & Training Updates – Amy
Cognos
Watches & Alerts Feature: Scheduling s – Claude
Listserv Automation Overview and Quick Reference Card – Leah
Package Access Report Enhancements - Liz
Tableau – Lauren
Tableau 10.0 – New Features
Analyzing Surveys with Tableau
IGC – Leah
IGC is Coming
Let’s Begin with Terms
Importing Terms and their Attributes into IGC using a .CSV file

3. Website and training updates
Amy

4. Website and training updatesIW
CeDAR

5. eLearning: Package Custodians
Upcoming Training
Intro to Tableau
Data FANalytics
Report Studio
QRCs
eLearning: Package Custodians

6. Watches and alerts
Claudio

7. Creating a Cognos Watch Alert
Change the property of the report being watched for alert information. Ensure “Enable enhanced user features in saved output versions” is selected.

8. Creating a Cognos Watch Alert
When scheduling or running the report, the output delivery method needs to be a “Saved” output.
When a report is executed as a “Saved” output, the following icon will appear beside the report property icon:
When creating the Watch Alert Rule, highlight the data item in the saved report output and select the dropdown “Watch new versions” and select “Alert Using New Watch Rule”.

9. Creating a Cognos Watch Alert
Select the criteria for being alerted. Click Finish.

10. Creating a Cognos Watch Alert
If a watch rule needs to be modified, disabled or deleted, select the “My Area Options” dropdown and select “My Watch Items”. Then navigate to the Rules tab. The Rule can be modified through it’s Properties.

11. Listserv automation & overview
Leah

12. security
Dean

13. Package access report enhancement
Liz

14. Tableau 10.0
Lauren

15. In addition, overall improvements to existing functionality!
Tableau 10.0
What’s New in Tableau 10.0?
Data
Design
Analytics
Web (Server)
Mobile
In addition, overall improvements to existing functionality!

16. Tableau 10.0 - Data Cross-database join
Database union (available in 9.3)
New connectors including:
Google Sheets,
QuickBooks Online,
Cisco Information Server,
MemSQL,
Kognito,
Presto, and
SAP Hana for Mac
Notify on extract failure – to data source owner if the extract fails

17. Tableau 10.0 - Design Improved look and feel with new defaults:
New font
New color palette
Softened lines
Workbook formatting – change style of entire workbook with one click
Seamless inline titles

18. Tableau analytics
Clustering – a new analytics tool allowing for quickly spotting trends and patterns
Custom territories – create a group and then assign a geographic role based upon another field (e.g. zip code)
Cross data source filters – apply a single filter across multiple data sources in a workbook
Highlighter – similar to a filter, the highlighter tool allows interactive selection within views
New bar charts – variable width bar, cascade, and Marimekko charts with mark sizing control
Maps data updates

19. Tableau 10.0 – analytics (cont.)
Groups in calculations – can now use groups in LOD expressions and other calculations
Table calculation updates – redesigned interface to improve usability
LOD dimensionality – Use expressions directly within the dimension field of your LOD expression yielding quicker results without the need to create an additional calculated field.

20. Tableau 10.0 – web (server)
Web authoring – create new workbooks and dashboards on the server!
Data source analytics – know at a glance how your online data sources are getting used
Revision history – track and potentially rollback to an older version of a workbook or data source
Subscribe others – quickly subscribe others to your vizzes

21. Tableau mobile
Android – Tableau mobile is now available for the Android
Device Designer – design, customize and publish a single dashboard for multiple devices

22. Tableau 10.0
Coming soon… CeDAR plans to upgrade the Princeton Tableau Server in January.

23. Analyzing surveys with tableau
Lauren

24. Making Sense of Surveys
We’re constantly trying to assess our world. Surveys are one tool we can use but how do we make sense of and the most of the data we collect?
Must appropriately prepare the data in order to make best use of the tool
Benefits of using a strong visualization tool with survey data

25. Surveys – Data preparation
Typical survey data usually includes various types of questions
Demographic questions (e.g. class year, department, gender, etc.)
Yes / No / Maybe questions (e.g. did you intend to participate in the ‘x’ program)
Likert Scale questions (rate strongly disagree, disagree, neither disagree nor agree, agree, or strongly agree)
Check All That Apply questions
In order to evaluate, the data needs to be “normalized” or flattened
Tableau has an excel add-in that helps to format the data
If extremely complex, there are other tools such as Alteryx Designer*
* Note – this is not a sales pitch for a specific tool, only a mention of one possible solution.

26. Surveys - data Survey responses fall into two broad categories:
Dimensions
Opinions or intensions
Possible to connect survey data to other data sources based upon a common data element (e.g. netid)

27. Surveys – data sample Identify question types
Pivot data where necessary

28. Surveys – visualization tools
The visualization tool allows you to quickly explore possible relationships and the usefulness and significance of those relationships
Build dashboards for different audiences
Filtering
Interactivity

29. Surveys - Yes / No / Maybe visualization
Sample of Yes / No / Maybe
Select question(s)for display
Compute and display results as percentage of total
Show respondents’ feelings
Work well when integrated with other survey questions

30. Surveys - Check-All-That-Apply visualization
Sample of Check All That Apply
Select question for display
Display count of responses or calculate percentage

31. Surveys - likert scale question visualization
Sample of a Likert visualization
Considerations:
Filter to a specific question
Get a sense rating and how many made each selection
Show overall sentiment

32. Surveys – analysis sample
Rename Dimensions
Edit Aliases
Create Calculated Fields

33. Surveys – analysis sample
Calculated fields
Table calculations

34. More Survey references
Tableau online community
Steve Wexler

35. Igc Updates
Leah

36. What is the Information Governance Catalog (IGC)?
Welcome to The IGC
What is the Information Governance Catalog (IGC)?
The IGC supports Information Governance.
It is IBM’s premier metadata management tool.

37. The Three Pillars of Information Governance
Policies and Rules Enable Precise Communication of Governance Requirements
Support for Information Accountability & Responsibility
A Common Information Vocabulary

38. Policies and rules enable precise communication of governance requirements
Governance policies communicate the University’s governance requirements
Governance rules implement policies by communicating and enforcing data quality requirements

39. Support for Information Accountability & Responsibility
Stewards of Information can be assigned to terms and information assets to provide a single point of contact.

40. A Common Information Vocabulary
Governance Categories and Terms
Terms describe specific information assets i.e. Course ID, Primary Ethnicity, Work Order Actual Labor Hours
Information assets (attributes) can be linked to the terms that describe them, i.e. Princeton Data Security classification
Terms are classified within an hierarchical structure of categories, i.e. Student Records, Human Resources, Maximo 7.5

41. Current Category Hierarchy Prototype

42. Sub-category Hierarchy
The sub-categories under Metadata by Information Warehouse/Cognos Package currently include:
Financial Aid
Human Resources
LearnDotCom
Maximo 7.5
Student Records
Undergraduate Admissions

43. Sub-categories under Learndotcom
The sub-categories under LearnDotCom currently include:
Enrollments
User Information

44. Learndotcom category
If we select the LearnDotCom category the Category Details page opens:
LearnDotCom Description
Parent Category: Metadata by Information Warehouse/Cognos Package
Subcategories:
Enrollments
User Information
Terms: Course ID

45. Course ID Term Some attributes may be left undefined.
Term Details include (Attributes):
Term Description
Parent Category
Referencing Categories
General Information
Princeton Data Security Level
Associated Terms
Assigned Assets i.e. the table in the IW that this data item comes from
Other Attributes you want defined
Some attributes may be left undefined.

46. Focus Group attendees needed!
We are looking for volunteers to help us develop our category structure in IGC.

47. Focus Group attendees needed!
Your suggestions and feedback would be appreciated. We want the IGC to meet your needs and exceed your expectations! We’ll provide lunch and brainstorm together. Please let us know now or by Friday if you’d like to be part of our focus group.

48. Importing Terms into the IGC
Using an Excel template Data Stewards will provide information about their terms. Term attributes can be added to the template as determined by the data steward.
sample template

49. Using a .csv file to Import TErms
The completed Excel spreadsheet is also saved as a .CSV file and sent to CeDAR. A CeDAR staff member will import the file into the IGC.

50. Next Steps The focus group will meet.
When the categories are approved, we will begin loading terms.
The spreadsheet is what will populate the IGC with the terms from the Information Warehouse.

51. We’ll be sending out more information about IGC in the coming months
Questions?