2. Intelligence Persona Dashboard Project
Cognos Business Intelligence
Department Manager Dashboard and Actionable Analytics
August 2015
Intelligence Persona Dashboard Project
Marsha Calfee
April 29, 2015

3. What’s being delivered?
DEPARTMENT MANAGER
EXPENSE
MANAGEMENT
FINANCE MANAGEMENT
TRAVEL
MANAGEMENT
VENDOR MANAGEMENT
SECURITY, LEGAL & TAX
The first in a series of persona dashboards focused on:
Providing quick and easy access to relevant data that focuses on the business issues most relevant to the persona
Quickly telling a story about the data
Providing visual indicators when further exploration may be called for
Educating the user about how a metric is calculated, the importance of the metric and possible actions that can be taken to effect change
Talk Track
Many Personas within organization can find value in data but each one has different needs. You can literally help empower the entire company. By knowing your audience you can have more effective and meaningful conversations.
The Department Manager dashboard is targeted to the manager who has T&E responsibility for a group of employees. Only data for the manager’s direct reports will be displayed on that dashboard. All the other dashboards are more global in nature in terms of the data that is dis
played on the dashboard.

4. Coupled with Actionable Analytics (delivered in April 2015)
Helps the persona proactively close the loop on insights through action
Provides quick access to important data to the user via
Manager Dashboard
Budget Threshold Alert with Future Trips information
Credit Card Transaction Alert (identify potential fraud as it happens)

5. Target Audience Managers and above responsible for a T&E budget
Set up as a BI Manager in Cognos
T&E budget entered in profile
Silverfox notes
Add image of business person

6. The Deliverables

7. Accessing the dashboard for users that are BOTH a named Cognos user and BI Manager
Login
Description
If you are a BI Manager (someone who approves expense reports) AND a named Cognos user (have ability to see data based on a reporting hierarchy, i.e. global, country, division, region, etc.), you have the option to log into Cognos as either a BI Manager or as a regular named user. When you access Reporting, the drop down menu appears as shown above
Intelligence
When you login using “Intelligence,” the data you’ll see is based on your Reporting Hierarchy which may or may not include your direct reports. Logging in with the Intelligence login when you are both a BI Manager and a named user, the spend vs. budget data displayed does not necessarily correlate to the budget you MAY have responsibility for your reporting hierarchy.
Intelligence – BI Manager
When you login using “Intelligence – BI Manager,” the data displayed in reports is ONLY the data for your direct reports.

8. Accessing the dashboard for a BI Manager
As a BI Manager, when you log into Intelligence, you’ll choose the “Intelligence” option under the Reporting menu.

9. Accessing the dashboard
Look for Persona Dashboards in the Public Folders/Standard Reports.
Once in the Persona Dashboards folder, click on Department Manager Overview
To view the dashboard, click on Dashboard – Department Manager Overview 1 2 3
You can run the drill reports from the dashboard, but if you want to run them separately, click on the Detail Reports folder to access each report. 4

10. Department Manager – Spend Tab
Visual indicators suggest areas for further exploration
Tool tips show how metric is calculated..

11. Department Manager – Expense Reports Tab
Drill report icon displays list of primary drill report and existing related reports – all hyperlinked for immediate access to the report.
Hover over graph for details on data point

12. Budget/Spend Displays
No money spent. The entire height of the bar represents the budget amount.
Some spent. The entire height of the bar represents the budget amount; the blue portion represents the spent amount, and the gray the amount available.
All spent exactly. The entire height represents the budget amount and the blue the amount spent.
Overbudget. The entire height of the bar represents the budget amount and the red indicates the budgeted amount has been spent, plus some.

13. Tool Tips
Click on the Learn More hyperlink to access the detailed Tool Tip PDF

14. Tool Tips The Tool Tip Document provides information about:
What questions does this report answer?
How is the metric calculated?
How can I use this information to affect change?

15. Drill Reports Reports Delivered in August
Tab
Report Name
Spend
Current Quarter Spend Details
Future Trips Details
Employee Spend Details
Expense
Unsubmitted Transactions Details
Reports Pending Approval Details
Reports Delivered in September
Tab
Report Name
Spend
Spend Overview Details
Expense
Top 10 Policy Exceptions by Employee Details
Average Spend Details
Company Card Adoption Details
Average Life Cycle Details

16. Actionable Manager Dashboard
36,000
Why
Monitor key performance metrics related to T&E, quarterly budget
36,000
Who
Budget owners
BI managers
Benefits
“Set it and forget it”
Context, details to make better decisions
Recurring report

17. Actionable Manager Dashboard

18. Actionable Alert – Budget Threshold
Budget Alerts
36,000
Why
Provides alerts and details against budget threshold
36,000
Who
Budget owners
BI managers
Benefits
One-time or recurring notifications
Identifies trips that may impact budget

19. Actionable Alert – Corporate Card Threshold
Corporate Card Alert
Why
Monitors high-dollar corporate card spend to prevent fraud and policy violations
Department Stores
Shoe Stores
Taxi
Who
Budget owners
BI managers
Fraud alert story
Benefits
Near real-time information as transactions import to CT&E
Vendor, amount, and employee clearly identified

20. Next Steps Decide who will have access to the dashboard
Make sure intended users are set up as a BI Manager
Turn on Actionable Analytics
Communicate to the dashboard users about the dashboard & Actionable Analytics
Provide managers with instructions on configuring their profiles with budget, thresholds, alerts and notifications preferences.

21. Available Tools HTML Email Template PPT for Administrators
PPT for End Users
FAQ
Release Notes
Cognos Standard Catalog of Reports

22. Administrator Configurations

23. Step 1 for Admin – Manager Dashboard Configuration
Log in as the Administrator and do set up in Expense Admin/Reporting Configurations/Actionable Analytics Set-up.
The BI Manager still has to opt in to receiving this alert even after the Administrator turns on this feature.

24. Step 2 for Admin – Percent of Budget Alert Configuration

25. Step 3 for Admin – Credit Card Alert Configuration

26. End-User Configurations

27. Step 1 for Manager – Log in
Log in to Concur CT&E and go to Profile/Profile Settings

28. Step 2 for Manager – Manager Dashboard

29. Step 3 for Manager – Budget Configuration

30. Step 4 for Manager – Budget Threshold

31. Step 5 for Manager – Credit Card Transaction Amount

32. You’re ready… go ahead and DIVE IN!