CP56 As a Costpoint Business Intelligence CER End

CP-56 As a Costpoint Business Intelligence CER End User, How Do I Leverage the New Features After We Upgrade? Rick Miller, Deltek

In this Session we will Cover • • • Navigation of the UI in CER 7. 2. 3 Running and Subscribint to Reports Interactive Reporting Options Navigating Dashboards Dashboard Creation 101 CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

CER Role Capabilities Capability Consumer Advanced CER User CER Developer CER/BI Admin X X Dashboard (View) X X Dashboard (Create) X X Event Studio X X Report Authoring X X X Data Module X X X Run/Schedule Reports Framework Manager X CER User X Admin Console CONFIDENTIAL © Deltek, Inc. All Rights Reserved. Web Admin X 3

Relevant Roles for this Session • CER Consumer • CER User • Advanced CER

Who is in the Audience today? • CER End Users vs. Advanced User (Report Author)? • On Premise vs. Cloud? • Using CER 7. 2. x (Cognos Analytics 11. 0)? CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 5

Finding Content • My Content-Personal Saved Content that only that user has access to. • Team Content-Deltek Provided Content • Company Content-Create your own folder structure CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 6

Team Content Subject Area CONFIDENTIAL © Deltek, Inc. All Rights Reserved. BI Content 7

Company Content Specific to your Company Custom Roles CONFIDENTIAL © Deltek, Inc. All Rights

Recently Viewed Content • 6 most recent will show right on home page • Selecting “Recent” will show list of recently used • Selecting drop down at top will show all open content – Switch to other content – Close the window for certain content CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 9

What are the types of Content? Reports Dashboards Reports are created by Report Authors for consumption by others, views and shortcutbbbs of reports can be leveraged by end users in My Folders Analytic Dashboards are highly interactive, easy to create and leverage advanced visualizations Stories Data Stories create scenes that visualizes your data and to tell a narrative. Data sources for the other content which include Data Modules, Packages, Datasets and uploaded Excel files CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 10

Search Capability • • Search across all the content that you have access to Filter out only what you want to find – By type of Content • Report • Dashboard • Story • Data – Last Modified Date • Today • Yesterday • Past Week or Month CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 11

Options • Set as home, set current screen/report as your home page each time you open the application. • Notifications-Reports that have been run, alerts that have notified the user • User Settings and Info – – • My Preferences (show my preferences) • General- Home Page (reset to home page), Default Report Format, Language • Personal – email, groups, roles, capabilities Log my Session, My Inbox, Watch Items Help Menu – IBM Cognos Analytics, Documentation, Learning Center and Community CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 12

Subscribing to a Report • • After running a report, go to subscribe Options – Day and Time – Format – Delivery • Save, Email, Print – Prompt – Stores Prompts Share – Provides a link, to use the link you must be logged into CER and use link in separate tab. Embed – only to create an embedded iframe for report – not valid in cloud CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 13

Saving Reports into My Content • Content can be saved into My folders or into Company Content folders that you have write access – Run as – pick format – Saving as a report view – Copy – Embed – Share CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 14

Interactive Reports • Works best with simple list reports so the end user can do more with the data – Filter the Org Data – Sorting Data – Group the data – Eliminate Zeros – Add Totals/Subtotals CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 15

Interactive Report Viewer Using the on demand toolbar that appears when an object is selected in the viewer, a report consumer can: Create, edit or remove filters. Sort data. Summarize data. Group data. Convert a list to chart or change chart type. In crosstabs. . Suppress rows and columns. Swap rows and columns. © 2019 Deltek, Inc. All Rights Reserved 16

Dashboard Interaction

“Pin” Objects © 2019 Deltek, Inc. All Rights Reserved

Dashboards-All Tabs/This Tab Add a column to filter the result set of all visualizations in your dashboard in the All tabs area. If you add a column to the This tab area it will apply the filter only to the current tab. Collapse/Expand this area by clicking the triangle in the upper right corner. © 2019 Deltek, Inc. All Rights Reserved

On Demand Tool Bars Pin items to be used later. Change the type of visualization used. Change summarization (ie. sum, count, avg, min, max) Change number format. © 2019 Deltek, Inc. All Rights Reserved

On Demand Tool Bars Keep value(s) Exclude value(s) Drill back Drill down Navigate Drill

Deltek BI Sessions Tuesday, 2: 10 – 3: 10 – Gainesville 1 -2 CP-52: Costpoint Business Intelligence: Upgrading from CER 7. 1 to CER 7. 2. 3 Tuesday, 3: 20 -4: 20 – Naples 1 -2 CP-53: Report Authoring Tips and Tricks in Costpoint Business Intelligence CER 7. 2. 3 Tuesday, 4: 30 -5: 30 – Naples 1 -2 CP-55 Costpoint Business Intelligence CER 7. 2. 3 - Executive Dashboards and Financial Reporting Wednesday, 10: 00 -11; 00 – Naples 3 CP-56: As a Costpoint Business Intelligence CER End User, How Do I Leverage the New Features After We Upgrade? Wednesday, 11: 10 -12: 10 – Naples 3 CP-53: Data Modeling-How to Create Effective Data Models to Support your Dashboards and Reports Wednesday, 2: 10 – 3: 10 - Naples 3 CP: 54: Designing and Creating Information-Rich Interactive Dashboards in Costpoint Business Intelligence CER 7. 2. 3 Wednesday, 3: 20 – 4: 20 - Naples 1 -2 CP-50: Costpoint Business Intellingence Roadmap Thursday 9: 40 -10: 40 – Sarasota 1 -2

Customer/Partner BI Sessions Tuesday, 10: 00 -11: 00 – Gainesville 1 -2 Mehul Desai, PCI CP 100: A Whole New World of Business Intelligence Wednesday, 4: 30 -5: 30 – Sarasota 1 -2 – Hari Sury, Sury Analytics CP-57: Analytics for Gov. Cons - A Roadmap To Success Thursday, 8: 30 -9: 30 – Sarasota 1 -2 – Rich Hardin, VSE CP-51: Deltek Costpoint Business Intelligence (CER) Leveraging Analytics: The Old, The new And Everything In Between