Table of Contents Chapter 1: Getting Started 7 Roambi workflow 7 System requirements and specifications 8 Supported versions of IBM Cognos 8 Single sign-on support 8 Setting up an IBM Cognos portal 8 Chapter 2: Roambi Publisher 9 View compatibility matrix 9 Source file data limits 13 Logging in to Roambi Publisher 13 Importing an IBM Cognos report to Roambi Publisher 16 Opening an existing Roambi file 19 Accessing video tutorials for a Roambi View 23 Recalling an RBI file 24 Obtaining the URL for a Roambi report 27 Downloading a Roambi report 30 Publishing a view 33 Adding title and summary information to a Roambi analytics report 34 Emailing copies of your Roambi analytics report via Roambi Cast 34 Choosing a report refresh option 35 Setting an expiration date for a Roambi analytics report 36 Changing the destination folder for the Roambi analytics report 38 Changing the personal information associated with the Roambi analytics report 39 Chapter 3: Cardex View 41 Recommended data sources for a Cardex View 41 Best practices for creating a Cardex View 41 Cardex View limitations 41 Creating a Cardex View 42 Creating a report for a Cardex View 42 Refining and publishing a Cardex View 43 Cardex View example: Multiple groups per card 48 Chapter 4: CataList View 50 Recommended data sources for a CataList View 50 Best practices for creating a CataList View 50 CataList limitations 51 Creating a CataList View 51 Creating a report for a CataList View 51 Refining and publishing a CataList View 52 CataList View example: Multiple column groups 60 CataList View example: Column group with two values in a Compare Chart 61 CataList View example: Multiple measures in columns 62 Chapter 5: Elements View 65 Recommended data sources for an Elements View 65 Best Practices for creating an Elements View 65 Best Practices for list data sources for Elements Views 65 Best Practices for crosstab data sources for Elements Views 65 Best Practices for graph data sources for Elements Views 66 Elements View limitations 66 Creating an Elements View 66 Creating a report for an Elements View 67 Refining and publishing an Elements View 71 Chapter 6: Layers View 77 Recommended data sources for a Layers View 77 Best practices for creating a Layers View 77 Layers limitations 78 Creating a Layers View 78 Creating a report for a Layers View 78 Refining and publishing a Layers View 79 Chapter 7: PieView 85 Recommended data sources for a PieView 85 Best Practices for creating a PieView 85 Best Practices for list data sources for PieViews 85 Best Practices for crosstab data sources for PieViews 85 PieView limitations 86 Creating a PieView 86 Creating a report for a PieView 86 Refining and publishing a PieView 87 PieView with multiple groups per slice 92 Chapter 8: Pulse View 94 Recommended data sources for a Pulse View 95 Best Practices for creating a Pulse View 95 Pulse View limitations 95 Creating a report for a Pulse View 95 Refining a Pulse View 96 Importing the report for the Pulse View 96 Refining the Grid layout 98 Refining the Comparison Sets 101 Refining the Report Filters 112 Publishing a Pulse View 114 Chapter 9: Squares View 116 Recommended data sources for a Squares View 117 Best Practices for creating a Squares View 117 Squares View limitations 117 Creating a report for a Squares View 117 Creating the report 118 Mapping the source data to a Squares View 119 Refining a Squares View 120 Importing the report for the Squares View 120 Refining the Grid layout 122 Refining the Comparison Sets 125 Refining the Report Filters 128 Publishing a Squares View 131 Chapter 10: SuperList View 133 Recommended data sources and best practices for a SuperList View 133 SuperList limitations 133 Creating a SuperList View 133 Creating a report for a SuperList View 134 Refining and publishing a SuperList View 134 Chapter 11: Trends View 139 Recommended data sources for a Trends View 139 Best Practices for creating a Trends View 139 Trends View limitations 139 Creating a Trends View 139 Creating a report for a Trends View 140 Refining and publishing a Trends View 141 Chapter 12: Blink View 146 Chapter 13: Data Management 147 Configuring Auto-synchronization 147 Enabling Auto-synchronization for folders 147 Manually synchronizing folders 150 Specifying a root folder for client devices 151 Setting up Batch processes 154 Chapter 1: Getting Started This guide will teach you how to use IBM Cognos with SAP Roambi Publisher to publish reports created in IBM Cognos to your iPhone or iPad mobile devices. You will also learn many of SAP’s recommended best practices to help you achieve optimum results when using IBM Cognos as your data source for your Roambi reports. The following subjects are covered in this guide: An introduction to SAP Roambi An overview and introduction to using IBM Cognos as a data source (See the IBM documentation for comprehensive instructions on using this application.) Instructions for designing and publishing reports in Roambi Publisher A series of chapters containing comprehensive sets of instructions for designing Roambi-compatible IBM Cognos reports and refining those reports in Roambi Publisher. (Each Roambi View has its own chapter.) Instructions for System Administrators on how to configure several Roambi Publisher features for Publisher users SAP Roambi workflow SAP Roambi has three components, which all work together to publish Roambi analytics reports to mobile devices: Roambi ES: The server component interacts with your Business Intelligence (BI) tool, such as IBM Cognos, and provides security features for your Roambi reports. Roambi Publisher: Use this web-based application to design and publish Views to your mobile devices. Roambi Visualizer: Use this mobile device application to view your Roambi analytics reports or Views and to drill through and analyze your data. The following diagram shows how these three components work with IBM Cognos so that you can publish your data to your mobile devices: Chapter 1: Getting Started 1. Design your reports in IBM Cognos with Query Studio or Report Studio. 2. Using the IBM Cognos portal that your Administrator set up on the Roambi server, import your report to Roambi Publisher. 3. With your IBM Cognos report as your source data, design and publish your Roambi View in Roambi Publisher. 4. View the Roambi View on your mobile device using Roambi Visualizer. System requirements and specifications This section describes the requirements and specifications to use IBM Cognos with SAP Roambi ES. See the SAP Roambi ES Installation Guide for a comprehensive list of all system requirements for Roambi ES. Supported versions of IBM Cognos Roambi currently supports the following versions of IBM Cognos: Cognos 8.3, 8.4, 10.x, or 11.x Cognos reports built with Query Studio or Report Studio Single sign-on support You can configure Siteminder as a Single Sign-on (SSO) solution for IBM Cognos and Roambi ES. See the SAP Roambi ES Installation Guide and Administration Guide for instructions on integrating this SSO solution with Roambi. Setting up an IBM Cognos portal See the SAP Roambi Installation Guide for instructions on how to set up and configure an IBM Cognos portal for Roambi. - 8 - Chapter 2: SAP Roambi Publisher This chapter discusses the basic process of importing a report from IBM Cognos to SAP Roambi Publisher, and then refining and publishing that report. Subsequent chapters contain detailed information about building reports in IBM Cognos that are compatible with Roambi Views and instructions on refining Views in Roambi Publisher: 1. Planning your IBM Cognos report using the View compatibility matrix. 2. Logging in to Roambi Publisher. 3. Creating an IBM Cognos report (see the individual chapter for your View). 4. Importing an IBM Cognos report to Roambi Publisher. 5. Refining a View (see the individual chapter for your View). 6. Publishing a view View compatibility matrix The following table provides a snapshot of which IBM Cognos report formats work best with various Roambi Views. For more details on designing views and view mapping, see the individual section within this chapter for the view that you are interested in. -9- Roambi Recommended Description Example Comments View data source(s) A view that presents your data in organized, categorized content. This is an excellent view when you need to Cardex reference Crosstab contacts, customers, employees, vendors, and more. To learn more, see Cardex View. A view that presents your data in a hierarchical format using a robust library of charts. It allows you to perform CataList Crosstab quantitative analysis for each dimension value using swipe and drill movements. To learn more, see CataList View. A dashboard- style view that converts static tables and charts Report generated by from your original Supports Report Studio source report into importing Elements interactive data containing Lists, Crosstabs, and basic reports with elements. These multiple charts, such as bar elements allow components. and pie charts. you to browse data and/or zoom in on data to view deeper details - 10 - using simple tap movements. To learn more, see Elements View. A view that provides contractible and expandable charts and lists Layers that you can Crosstab manipulate to fit your data and analysis. To learn more, see Layers View. An interactive view that graphically Pie summarizes List, Crosstab discrete data. To learn more, see Pie View. This view helps you visualize key Pulse performance Table iPad only indicators over time. - 11 - l This view provides a snapshot of your business across dozens of performance metrics. Squares Squares can connect List, Crosstab iPad only directly to an OLAP data source or use a Cognos-based report. To learn more, see Squares View.