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Build dashboards in Cognos Analytics on IBM Cloud Pak for Data

This tutorial is part of a series that explores telecom call-drop predictions using IBM Cloud Pak for Data, Data Virtualization, Watson OpenScale, and Cognos Analyics.

IBM Cognos Analytics on IBM Cloud Pak for Data integrates reporting, modeling, analysis, and exploration so you can understand your organization’s data–and make effective business decisions. It’s a proven, self-service, dependable analytics solution that provides scalability and analytics governance. IBM Cognos Analytics can help you create visualizations and dashboards without needing a data science background.

The IBM Cognos Analytics add-on in IBM Cloud Pak for Data helps make it easier for you to extract insights from your underlined data with features, including:

  • Automated data preparation
  • Automated modeling
  • Automated visualizations and dashboards
  • Data exploration

The add-on also helps enable you to share your findings with others using visualizations, dashboards, reports, and interactive stories.

In this tutorial, we’ll demonstrate how to create a dashboard using IBM Cognos Analytics on IBM Cloud Pak for Data.

Scenario considered for this tutorial:

In this tutorial, you’re a Telecom servicer provider who is responsible to figure out why call drops are frequently happening for any selected towers. You need to understand the reasons for the call drops–as well as the contributing factors influencing the call drops for the selected tower. You’re getting these insights from the Python model output. Using these details and the IBM Cognos Analytics dashboard feature, you should be able to build a dashboard that depicts call drop prediction for the next 24 hours.

Learning objectives

After completing this tutorial, you’ll learn how to:

  • Build an IBM Cognos Analytics dashboard on IBM Cloud Pak for Data.
  • Launch IBM Cognos Analytics on IBM Cloud Pak for Data.
  • Import and export the IBM Cognos Analytics dashboard binaries in the IBM Cloud Pak for Data environment.

Prerequisites

Estimated time

Completing this tutorial should take about 30 minutes.

Steps

Step 1: Launch an IBM Cloud Pak for Data instance

IBM Cloud Pak for data Login Screen as follows

  • After you login with your credentials, you should see the welcome page below.

Cloud Pak for Data welcome screen

  • Ensure the IBM Cloud Pak for Data version is 2.1.0.2 or greater.

Cloud Pak for Data

Step 2: Open the IBM Cognos Analytics add-on in IBM Cloud Pak for Data

To open Cognos Analytics from IBM Cloud Pak for Data, complete the following steps:

  • On the welcome screen, click on the add-on icon.

Add-on tab

  • Click on the navigation menu. Under the Analytics category, you should see Cognos Analytics as enabled. If it is NOT enabled, here is the link to Enable IBM Cognos Analytics on IBM Cloud Pak for Data. This tool is available only if your administrator configures the Cognos Analytics add-on.

Cognos Analytics add on

  • Once you have selected the Cognos Analytics, click on the browse icon and open Cognos Analytics.

CA open

  • Click on Cognos Analytics under Provisioned instance.

Open CA

  • The Cognos Analytics welcome screen will look like screen below.

Cognos Analytics Welcome Screen

Step 3: Connecting to Db2 (or) Uploading .csv file to Cognos Analytics for building dashboards

  • Let’s start by getting data for the tutorial.

Connecting to Db2 db, which is part of the IBM Cloud Pak for Data cluster for building dashboards

  • From the Cognos Analytics welcome screen, go to Manage and click on ‘Data Server Connections’ to create a new connection to the Db2 db.

Db2 Connection1

  • Now, click on Data server ‘+’ icon for the new Data Server connection.

Db2 Connection2

  • Select a type as IBM Db2 and then edit the JDBC details and add the details for the following:

    • HostName (Ip of the database server which is part of the IBM Cloud Pak for Data cluster)
    • Port
    • DatabaseName

Db2 Connection3

  • Under Authentication method, select the radio button for Prompt the user ID and password and click on Test.

Db2 Connection4

  • Now, it will prompt for database credentials as shown in below screenshot. Provide the database credentials. You should get these credentials if you follow the Code pattern.

Db2 Connection5

  • Provide the Db2 connection name as per your naming convention. Upon successful Connection, message to the database and click on save.

Db2 Connection6

  • In the same window, under the Schemas tab, select the schema name where your data is actually loaded. Next, click on Load metadata. In this case, we loaded the data in DB2INST1 schema. All the database tables under that schema, the meta data of the tables will be loaded to Cognos Analytics content store.

Db2 Connection7

Follow the steps below to create a data module to make the data source available for Cognos Analytics dashboard

  • Launch Data Module from the Cognos Analytics welcome page screen by clicking the + icon from left bottom screen. See below screenshot.

Data_module1

  • Under Select Sources window click on Data Servers and Schemas tab.

Data_module5

  • Now select the Db2_connection as a source (which was created based on the previous steps).

Data_module6

  • Select the DB2INST1 schema and click OK.

Data_module_db2inst1

  • Now add tables to the data module that you want to use for building your dashboard. Click on the Select tables icon and click Next.

Data_module_Add_Tables

  • Select the table Times Series Data and click Refresh button, and click ok.

Data_module_Add_Tables1

  • A new unsaved data model gets created, click on Save As.

data_module_created

  • Next, create a new folder by name Data Module under the Team Content tab.

data_module_create_folder

  • Under the Data Module folder, save the data module as TimeSeriesDataModule

save_as_TimeSeriesDM

  • Once you’ve completed creating the Data module, go to Step 4 (in creating a dashboard).

Note: Remember that when adding data source from the dashboard, you'll have to select the source `TimeSeriesDataModule` which is under the `Data Module` folder of `Team Content`.

data_module_dashboard_access

Uploading .csv file to Cognos Analytics for building dashboard

  1. Go to the data folder data/Telco_Time_Series_DataSet.csv and download the file to your local machine.

  2. You can also click the New icon and then click Upload files.

click New icon image

  1. Go to where you saved Telco_Time_Series_DataSet.csv and select it.

After successful upload of the file, you should same screen below.

File Uploaded Successful

  1. Check whether the data asset appears in the My content folder.

My Folder

Step 4: Creating a dashboard

  • On the home page, click the New icon at the bottom of the window and click on Dashboard

Dashboard icon

  • You’ll see predefined templates for easy arrangement and alignment of visualizations and other elements in a dashboard. Select the blank template and then click OK.

Template icon

  • Now add a data asset to this dashboard so that we can build some insights through visualizations.

    • In the Data panel, click the Add a source icon.

    Add Source

    • Go to the My content folder and select Telco_Time_Series_DataSet.csv. Click Add.

      Select My Content File

    • Expand the data asset to see the columns available.

    columns

Creating Latitude and Longitude based Map: Near by Towers - Call Drop Analysis

  • Select lat and long columns from the Data Source and Drag and drop to the left top pane.

    columns

  • Expand the chart to add additional data items.

    columns

  • Now select outgoing_site_id and Call Dropped fields under Latitude/Longitude area under label, size and color.

add rest fields to the map

  • Next, minimize the chart.

columns

  • Select the Map chart and click on properties icon to customize the chart properties.

Properties

  • Set the properties for the chart as shown below for better visualization.

Properties

  • Under General tab, enable the title and add appropriate title to the chart.

Show Title

Creating Time Series Line Chart: 24 Hour Call Drop Prediction

  • Select the Charts icon, drag and drop to the dashboard pane.

Time series Line chart

  • Add Start_Time to x-axis and Predicted_Call_Drop_Perc to y-axis as seen in the below screenshot.

Line chart Add_Data

  • Now select the Line chart and click on properties icon to customize the chart for better visuals.

Properties Line chart

Creating the Bar chart: Historical Trends - Call Drop by Weather & Traffic(Co-Relation)

  • Select the Bar chart icon, drag and drop to the dashboard pane area. See below screenshot.

Time series Bar chart

  • Add traffic column to bars field and Predicted_Call_Drop_Perc to #Length filed as seen in the below screenshot.

Bar chart Add_Data

Sample Output

Sample Output

Troubleshooting

  • If the user is trying to upload incorrect files other than csv files, you would see the below error.

    Upload csv files ONLY

To Resolve the above error, ensure you upload the csv file ONLY.

Summary

In this tutorial, you learned how to create a dashboard using IBM Cognos Analytics on IBM Cloud Pak for Data. The typical flow of a data and analytics project usually begins with understanding the data, building the data model, building AI or data science models, and building visualizations (for the end user) to extract the insights from the data. This tutorial showed you how IBM Cognos Analytics in IBM Cloud Pak for Data can help you to seamlessly build dashboards on the fly.

Srikanth Manne
Smruthi Raj Mohan
Manjula G Hosurmath