Transcript

00:04Esri Maps for IBM Cognos makes it really easy for report authors...

00:09...to add maps to their existing reports.

00:12Here's a report that a nation-wide insurer might use to evaluate the current state...

00:16...of their book of business.

00:18So this report contains a table that's showing...

00:23...key insurance policy metrics aggregated by state.

00:26Here, we've got Total Insured Value, Claims, Net and Gross Loss.

00:31There's also a couple of charts, one showing claims by state and then a pie chart of Total...

00:36...Insured Value By Policy Class for automotive, disability, property and life.

00:47Now maps are added to reports...

00:50...in the same way that you would add any other item and that's through Reports Studio.

00:57Here, we're opening up the Reports Studio interface.

01:06And when Esri maps for IBM Cognos is installed...

01:12...you'll have access to an Esri Viewer control.

01:14And like all the other controls in the toolbox you can just drag and drop right onto our map.

01:21So here we're going to be using an image to define a place holder for where the map...

01:26...the interactive map will live in the report.

01:28And we can use the traditional properties to set size, position, alignment, margins...

01:34...all the traditional properties you've used in the past, so now we have our map.

01:41We can save our report and report authors can configure the look and feel of their map...

01:50...add layers, hook up their business information through Vantage Administration.

01:55Now Vantage Admin provides a mirror image of the Cognos content store.

02:01So here we've got the National Performance report.

02:05And we can see that, currently, it's not configured.

02:09So by clicking this configure link we'll open up Map Studio.

02:14Now this maps application gets deployed with Esri Maps for IBM Cognos.

02:17And is an interactive interface for configuring layers and hooking up business information...

02:23...to the map.

02:24So the first step to authoring a map is to create a basemap or to specify a basemap.

02:31Now basemaps a basemap is a map layer that depicts...

02:36...background information like political boundaries, and roads, landmarks, imagery.

02:41And can provide context for all the other layers that will be overlaid on top.

02:45So out of the box authors have access to Street, Satellite, and Physical maps...

02:50...as well as all sorts of other maps.

02:53In this case, let's just grab our Street Map and drag it on.

02:59So now that we have our basemap added, we can set some initial basemap settings...

03:07...like the defaults, extent or view of the map.

03:11In this case this data relates to US states, so...

03:18...we'll center the map on the US and set that default extent.

03:25So now if we save and exit, if we come back and look at our report again...

03:44...now we have our interactive map configured with our street basemap.

03:49This basemap contains a navigational control for zooming in and out.

03:55A collection of tools, which we will take a look at more in just a little bit.

04:00And also on the left is our Table of Contents.

04:04Let's go back into Vantage Admin.

04:06And add some business information.

04:11Many IBM Cognos reports leverage...

04:15....the IBM Cognos query engines to deliver summarized data...

04:20...based on regional aggregation, such as county, state, country or postal code.

04:27For these reports like this one Esri maps for IBM Cognos fully leverages these queries...

04:33...to display the data rendered via thematic shading in the map.

04:42So in this report, we have data that relates to states.

04:49So here's a States layer.

04:51And we'll drag it onto the map above our basemap.

04:59Now the author can specify how this state map service...

05:03...relates to the underlying Cognos data.

05:10So here we have an intuitive wizard interface that allows report authors to configure...

05:15...how this information is connected.

05:18So here we have access to all the Cognos queries...

05:21...which were published in Report Studio with this report.

05:26So in this case, we have a State Query and we're going to match that state map service...

05:32...to the State Query based on the State field and the STATE_ABBR field.

05:43So all these fields are coming from that US States map service.

05:47And all these fields are coming from the Select a Cognos query.

05:52So that's all it takes to join this information together.

05:58Now we have to pick the Cognos fields that we'd like to symbolize.

06:02In our map here, I'm going to pick Total Insured Value...

06:05...both forms of loss and the number of claims.

06:08We also have some interesting attributes that come along with the Esri map service...

06:14...some demographic population information and so on.

06:18In this case, we're just going to select the Cognos fields.

06:22And now we have to decide how we want to join this information.

06:26In this case, we're going to choose to only displace states that exist...

06:30...only in the Cognos data first.

06:31So, for instance, if the state of Florida wasn't included in the Cognos query, then...

06:37...don't show that state on the map.

06:39And here we see a preview of that information joined up, so...

06:43...again, we have that STATE_ABBR field coming from the Esri map service.

06:47Then, all these other measures are coming from the underlying Cognos query.

06:53So now we decide on how this information will be symbolized or rendered on the map.

06:58The first step is to pick the default measure that will be first visible.

07:02In this case, we'll choose Total Insured Value.

07:05And we can specify a Format...

07:07...Precision for the number of decimal places as well as the number of groups.

07:12So here, we're going to split up the Total Insured Value into four different groups.

07:17And we can select from a palette of all sorts of color ramps; here, I'll grab...

07:24...a light to a dark green and we can also come in and specify specific...

07:31...colors chosen from this palette or plug in our own hex values to define those colors.

07:38So now we can choose whether we want to apply this symbology...

07:43...this grouping to all the other measures or if we want to configure those individually.

07:48In this case, I'm going to apply this same symbology to all of our measures.

07:53And now all we have to do is just make sure we have is the correct format specified.

07:58In this case, we have two fields that relate to dollars, and that our claims are...

08:03...just count, so no need for formatting there.

08:07So now, we're going to be able to access all of this attribute information...

08:10...these key measures right from the map, through pop-ups.

08:15And all we have to do is pick which fields...

08:17...from the Esri and Cognos queries fields that we want to be accessible.

08:24And there we've got our summary.

08:26So we see a summary of...

08:29...how that join between the map and the Cognos data was performed the default...

08:33...field symbology different grouping information.

08:39Then we can choose a Classification method whether we want to use...

08:42...Equal Interval or Quantiles.

08:44We'll open up a legend by default, which will show us some context for...

08:48...in this case, the Total Insured Value.

08:51And we'll call it, give it a Display name.

08:55So now that we've added, and joined our Cognos information to the states layer...

08:59...you can see that the symbol turned green here...

09:02...indicating that the state is accessing the Cognos information.

09:06Now we can save and exit again and let's take a look at our National Performance report.

09:22So now we have access to all of our key insurance policy matrix...

09:27...right inside this interactive map.

09:29So right now, we have all the states being shaded based on their Total Insured Value...

09:33...but we can cycle through all the other measures right from the legend.

09:39And we have access to all sorts of rich information through pop-ups.

09:46So because this map is tightly integrated with the underlying Cognos environment...

09:52...it can be configured to allow users to explore and summarize...

09:57...all of the information in this report right from the map.

10:02So, for the last time, let's jump back into Vantage Administration.

10:12Now back in Map Studio, there are broadcast action...

10:16...settings that can be set for any of the layers in our map.

10:21And these broadcasts can fire from feature being selected with a tool in the map...

10:27...from a single click or also from a double-click.

10:30In this case, we're going to use a toolSelect and we're going to add an action.

10:35Now this broadcast filter will specify how report items...

10:40...or underlying Cognos queries will update based on these selections.

10:45So the first one we'll add is our State Query.

10:48And we'll just match that up again to our state map service.

10:57So now when a toolSelect is performed, a broadcast filter will be applied for the State...

11:03...Query, matching up that Cognos State field with the map service State field.

11:10Let's add one more for the Policy Class Query.

11:13And this is what we will actually update the pie chart on the map.

11:17The previous filter will apply to the column chart.

11:21And again, we're just matching up our fields and saving and exit.

11:30So let's take a look at this report one last time.

11:42So here we have our states again.

11:44But you will notice that since we've added our Cognos layer we have access to a...

11:49...larger collection of tools.

11:52And these tools will help us select, in this case, states on the map.

11:56And then, because we have those broadcast actions and filter set...

11:59...it will update the rest of the report items with that specific information.

12:04So if I just select some states here on the western portion of the US as those states...

12:09...are selected; notice how the column and pie chart both update with information.

Copyright 2014 Esri
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Esri Maps for IBM Cognos: Report Authoring

This video demonstrates how easy it is for Cognos report authors to add maps to reports to reveal patterns in data.

  • Recorded: Aug 22nd, 2012
  • Runtime: 12:28
  • Views: 1231
  • Published: Sep 6th, 2012
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