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SAS/Cognos Integration Approaches Patrick Spedding Strategic Advisor, Business Intelligence & Analytics [email protected] au.linkedin.com/in/spedding @spedding Wednesday 7 th August, 2013 Copyright @ 2014 See-Change Solutions

SAS/Cognos Integration Approaches

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Many organizations use both SAS and Cognos for a variety of reporting requirements. Both solutions are ‘best of breed’ in their own areas – SAS in the area of Analytics and ‘Analytical Data Preparation’, Cognos in the area of flexible reporting and distribution of information/reports for end user consumption. Consequently, it makes sense to find ways to integrate these technologies to provide an Integrated Information Framework which leverages the strengths of both solutions.

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Page 1: SAS/Cognos Integration Approaches

SAS/Cognos Integration Approaches

Patrick Spedding Strategic Advisor, Business Intelligence & Analytics [email protected]

au.linkedin.com/in/spedding @spedding

Wednesday 7th August, 2013

Copyright @ 2014 See-Change Solutions

Page 2: SAS/Cognos Integration Approaches

Typical current  state:    

•  Execu&ves  mostly  ge0ng  Excel/Word  reports  via  Excel  •  Not  easy  for  users  to  get  what  they  want  or  see  what  reports  available  •  Not  clear  where  to  start  (mul&ple  tools/entry  points)  •  Big  need  for  contextual  informa&on  •  Complex  Data  Warehouse  design  (more  like  an  ODS)  •  Inflexible  BI  metadata  layer  (doesn’t  sa&sfy  many  user  requests)  •  Lack  of  ‘predic&ve’  repor&ng  capabili&es    

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Typical Scenario: A ‘Hoarding’ Culture…    

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SAS  -­‐  Analy)cal  Structures  Modeling  Base  Tables  

Scoring  Base  Tables  

Analy)cal  Mart  

Warehouse  

Exploita)on  layer  

 Data  Integra)on  

Transformations

HR

MSFT

SAP

Access

PSFT

Web

ORCL

Other Sources

Un-Structured

Real Time

High Volume Batch

Web Services

Message Queues

Data  Management  Layer  Data  Prepara)on  Layer  

 Cognos  -­‐  BI  

Analy)cs  

Cognos  

Cubes   Reports  

SAS  

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Target Outcome:    

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1.  Provide  a  ‘health’  view  of  the  business  (sharing  common  measures/dimensions)  

2.  Allow  for  summarised  iden&fica&on  of  issues  related  to  ‘health’  of  business  

3.  Enable  access  to  detailed  informa&on  to  facilitate  understanding  

4.  Enable  targe&ng  and  tracking  for  remedies/interven&ons  (measuring  effec3veness)  

An  Integrated  Informa&on  Delivery  Mechanism  to:  

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SAS/Cognos Integration Approaches    

1.  SAS  ‘Historical  Snapshot’  Data  -­‐>  Transformer  -­‐>  Cognos  Workspace  Advanced  

2.  SAS  Stored  Processes  -­‐>  Cognos  Connec&on  3.  SAS  Report  -­‐>  Business  Insight  Advanced/Report  Studio  4.  SAS  Report  -­‐>  Transformer  -­‐>  Cognos  Workspace  Advanced  5.  SAS  Report  -­‐>  Cognos  Workspace  Advanced  (External  Data)  6.  SAS  Report  -­‐>  Sharepoint  -­‐>  Cognos  Connec&on  (Document  output)  7.  SAS  Data  -­‐>  Cognos  Datasource  (via  ODBC)  -­‐>  Framework  Manager  -­‐>  

Cognos  Studios  8.  SAS  Data  -­‐>  Cognos  Datasource  (via  SAS  OLE-­‐DB)  -­‐>  Excel  -­‐>  Framework  

Manager    or  Transformer  or  Cognos  Workspace  Advanced  (External  Data)  9.  SAS  Data  -­‐>  Data  Warehouse  -­‐>  Framework  Manager  -­‐>  Cognos  Studios    

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Integrated  Information Delivery Framework    

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(On  Demand)  

Integrated  Informa&on  Delivery  Portal  (Intranet,  Cognos  Connec&on)  

(Subscrip&on)  

(Ad-­‐Hoc)  

SAS  Reports  SAS Datasets

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Example Data Process    

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Pre-­‐integra&on  of  SAS/Cognos:  

Post-­‐integra&on  of  SAS/Cognos:  

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1. SAS Dataset -> Transformer -> Cognos Workspace Advanced (or Report Studio)  

 •  This  method  uses  a  SAS  dataset  as  a  source  for  Cognos  Transformer.  Complex  business  logic  is  built  into  SAS  (Enterprise  Guide)  process  –  rela&ve  &me  calcula&ons  are  defined  in  Transformer)  

 

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2. SAS Stored Process -> Cognos Connection    

•  This  method  takes  a  SAS  report  and  enables  it  as  a  SAS  Web  Stored  Process,  which  can  then  be  linked  and  run  within  Cognos  Connec&on  

 

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3. SAS Report -> Cognos Report Studio    

•  This  method  takes  HTML  formaded  report  output  from  a  SAS  Enterprise  Guide  project  and  embeds  the  resul&ng  HTML  code  into  a  Cognos  Report  Studio  Report  via  use  of  the  HTML  object  

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4. SAS Report -> Transformer -> Cognos Workspace Advanced (or Report Studio)  

 •  This  method  takes  the  output  of  a  SAS  report  (eg  Enterprise  Guide  report)  and  ‘pivots’  the  data  in  such  a  way  as  to  provide  a  data  input  into  the  Cognos  Transformer  OLAP  modelling  tool.  

 

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5. SAS Report -> Cognos Workspace Advanced (External Data)  

 •  This  method  takes  the  (crosstab)  output  of  a  SAS  report  (eg  Enterprise  Guide  report)  and  saves  it  into  Excel  or  CSV  format.  Then,  within  Cognos  Workspace  Advanced  or  Cognos  Report  Studio,  the  output  can  be  brought  into  Cognos  via  the  ‘Manage  External  Data’  op&on  

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6. SAS Report -> Sharepoint -> Cognos Connection (Document output)  

 •  This  method  takes  the  output  of  a  SAS  report  (eg  Enterprise  Guide  report)  

and  saves  it  into  PDF,  Excel  or  Word  format.  Then,  within  Sharepoint,  the  document  can  be  added  to  a  loca&on  from  where  it  can  be  linked  within  Cognos  Connec&on  via  an  External  URL  

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7. SAS Data -> ODBC -> Framework Manager -> Cognos Studios  

 •  This  method  can  use  an  ODBC  Connec&on  to  allow  any  SAS  dataset  to  be  a  

source  for  Cognos.  The  SAS  ODBC  driver  can  be  used  to  create  an  ODBC  connec&on,  from  which  a  data  source  connec&on  can  be  defined  within  Cognos  to  point  to  the  SAS  data  set.  Alterna&vely,  the  SAS  ‘PROC  SQL’  method  can  be  used  to  output  SAS  results  directly  to  a  rela&onal  table    

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8. SAS Data -> Cognos Datasource (via SAS OLE-DB) -> Excel -> Cognos  

 •  This  method  connects  to  a  SAS  dataset  via  the  SAS  OLE-­‐DB  provider.  Since  Cognos  does  not  na&vely  support  the  OLE-­‐DB  provider,  a  connec&on  can  be  defined  in  Excel,  and  Cognos  can  then  be  pointed  to  the  Excel  file.  

 

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9. SAS Data -> Data Warehouse -> Cognos Studios  

 •  The  most  common  approach  is  s&ll  to  load  SAS  datasets  directly  into  the  

Data  Warehouse,  from  where  Cognos  Framework  Manager  can  create  Query  Subjects  and  Packages  for  consump&on  by  Cognos  Transformer  and  the  Cognos  Studios.  However,  this  approach  creates  a  long  lead  &me  for  business  users  with  constantly  changing  repor&ng  requirements  and  ad-­‐hoc  requests.  

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THANK YOU.

See-Change Solutions [email protected]

www.see-change.com.au Copyright @ 2014 See-Change Solutions

au.linkedin.com/in/spedding

@spedding