IBM Cognos 8 Report Studio Cookbook
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IBM Cognos 8 Report Studio Cookbook - Abhishek Sanghani
Table of Contents
IBM Cognos 8 Report Studio Cookbook
Credits
About the Author
About the Reviewers
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Report Authoring Basic Concepts
Introduction
Summary filter and detail filter
Getting ready
How to do it...
How it works...
Detail filter
Summary filter
There's more...
Before/After aggregation
See also
Sorting grouped values
Getting ready
How to do it...
How it works...
There's more...
Aggregation and rollup aggregation
Getting ready
How to do it...
How it works...
Aggregation property
Rollup aggregation
Multiple aggregations
There's more...
Implementing IF THEN ELSE in filters
Getting ready
How to do it...
How it works...
There's more...
Data formatting options: Dates, numbers, and percentages
Getting ready
How to do it...
How it works...
CAST function
Numerical format
% Margin
There's more...
Creating sections
Getting ready
How to do it...
How it works...
There's more...
See also
Hiding column in crosstab
Getting ready
How to do it...
How it works...
There's more...
Prompts: Display value versus use value
Getting ready
How to do it...
How it works...
There's more...
2. Advanced Report Authoring
Introduction
Adding a cascaded prompt
Getting ready
How to do it...
How it works...
Cascaded source
There's more...
Auto submit
More info
See also
Creating nested report: Defining master detail relationship
Getting ready
How to do it...
How it works...
Master Detail relationship
There's more...
See also
Writing back to the database
Getting ready
How to do it...
How it works...
There's more...
Adding conditional formatting
Getting ready
How to do it...
How it works...
String variable
Boolean variable
Report language variable
There's more...
Style variable property
Text source variable property
Running difference: Negative values in brackets and red
Getting ready
How to do it...
How it works...
Running difference
Showing negative values in red and brackets
New conditional styling with v8.3 onwards
Getting ready
How to do it...
How it works...
There's more...
Conditional block: Many reports in one
Getting ready
How to do it...
How it works...
There's more...
Drill-through from crosstab intersection
Getting ready
How to do it...
How it works...
Overriding crosstab intersection drill-through definition
Getting ready
How to do it...
How it works...
There's more...
3. Tips and Tricks: JavaScripts
Introduction
Dynamic default value for prompt
Getting ready
How to do it...
How it works...
SPAN
GetElementsByTagName
SelectedIndex
CanSubmitPrompt
There's more...
Changing title of the dropdown box
Getting ready
How to do it...
How it works...
There's more...
Listbox: Applying Deselect All on rerun
Getting ready
How to do it...
How it works...
There's more...
Validating textbox prompts
Getting ready
How to do it...
How it works...
Show/Hide prompt controls at runtime
Getting ready
How to do it...
How it works...
There's more...
More Info
Automatic selection and submission of values
Getting ready
How to do it...
How it works...
There's more...
Manipulating Date Time control
Getting ready
How to do it...
How it works...
There's more...
See also
Variable width bar chart using JavaScript
Getting ready
How to do it...
How it works...
There's more...
4. Tips and Tricks: Report Page
Introduction
Showing images dynamically (Traffic Light report)
Getting ready
How it works...
There's more...
More info
Handling missing image issue
Getting ready
How to do it...
How it works...
There's more...
Dynamic links to external website (Google Map example)
Getting ready
How to do it...
How it works...
There's more...
Alternating drill link
Getting ready
How to do it...
How it works...
Render variable
There's more...
Showing tool tip on reports
Getting ready
How to do it...
How it works...
There's more...
See also
Achieving minimum column width
Getting ready
How to do it...
How it works...
Merged cells in Excel output
Getting ready
How to do it...
How it works...
Worksheet name in Excel output
Getting ready
How to do it...
How it works...
There's more...
Conditional column titles
Getting ready
How to do it...
How it works...
5. XML Editing
Introduction
Quickly changing drill targets
Getting ready
How to do it...
How it works...
There's more...
Copy-pasting drill link
Getting ready
How to do it...
How it works...
There's more...
Removing references to old package and namespaces
Getting ready
How to do it...
How it works...
A hidden gem in XML—row level formatting
Getting ready
How to do it...
How it works...
There's more...
See also
6. Writing Printable Reports
Introduction
Container size and rows per page
Getting ready
How to do it...
How it works...
There's more...
Eliminating orphan rows
Getting ready
How to do it...
How it works...
There's more...
Defining page orientation and size (also override for one page)
Getting ready
How to do it...
How it works...
Avoiding page title repetition
Getting ready
How to do it...
How it works...
There's more...
Horizontal pagination
Getting ready
How to do it...
How it works...
There's more...
Choosing output format from prompt
Getting ready
How to do it...
How it works...
There's more...
Choosing right colors
Getting ready
How to do it...
How it works...
There's more...
Defining page set
Getting ready
How to do it...
How it works...
Caution about HTML items and JavaScript
Getting ready
How to do it...
How it works...
7. Working with Dimensional Models
Introduction
List report or crosstab report
Getting ready
How to do it...
How it works...
Filtering rows or columns
Getting ready
How to do it...
How it works...
There's more...
Filtering whole report
Getting ready
How to do it...
How it works...
There's more...
Adding prompt into slicer and its limitation
Getting ready
How to do it...
How it works...
There's more...
More Info
New feature for zero suppression
Getting ready
How to do it...
How it works...
There's more...
Level independent MUN for parent child hierarchy
Getting ready
How to do it...
How it works...
Aggregation versus pre-aggregated values
Getting ready
How to do it...
How it works...
There's more...
RoleValue() function
Getting ready
How to do it...
How it works...
Swapping dimensions using string manipulation
Getting ready
How to do it...
How it works...
See also
8. Macros
Introduction
Add data level security using CSVIdentityMap macro
Getting ready
How to do it...
How it works...
There's more...
Using prompt macro in native SQL
Getting ready
How to do it...
How it works...
There's more...
Making prompt optional
Getting ready
How to do it...
How it works...
Optional_defaultValue
Pure_Optional
There's more...
Adding token using macro
Getting ready
How to do it...
How it works...
Using prompt and promptmany macros in query subject
Getting ready
How to do it...
How it works...
Showing the prompt values in report based on security
Getting ready
How to do it...
How it works...
String operations to get it right
Getting ready
How to do it...
How it works...
There's more...
Showing user name in footer
Getting ready
How to do it...
How it works...
There's more...
9. Using Report Studio Better
Introduction
Report Studio environmental options
Getting ready
How to do it...
How it works...
View | Visual Aid
Structure | Crosstab Node Creation Option
Tools | Options | View | Reuse Cognos Viewer Window
Tools | Options | Report Options
There's more...
Copy-pasting partial or full report
Getting ready
How to do it...
How it works...
Copy-pasting whole reports—8.2 to 8.4 possible
Getting ready
How to do it...
How it works...
Setting execution time out
Getting ready
How to do it...
How it works...
There's more...
Setting maximum rows limit
Getting ready
How to do it...
How it works...
Handle slow report validation
Getting ready
How to do it...
How it works...
There's more...
Capturing query
Getting ready
How to do it...
How it works...
Why make filters mandatory?
Query formatting
Capture the query for database
Browsing values from data expression window
Getting ready
How to do it...
How it works...
There's more...
Page structure view
Getting ready
How to do it...
How it works...
Pick-up and apply style
Getting ready
How to do it...
How it works...
Grab them all practice
Getting ready
How to do it...
How it works...
There's more…
10. Some More Useful Recipes
Introduction
Timing report execution
Getting ready
How to do it...
How it works...
Report view
Scheduling
There's more...
Missing value versus zero value
Getting ready
How to do it...
How it works...
There's more...
Over-riding data formatting defined in database
Getting ready
How to do it...
How it works...
Conditional drill-through
Getting ready
How to do it...
How it works...
There's more...
Dynamically switching reports using iFrame
Getting ready
How to do it...
How it works...
There's more...
11. Best Practices
Introduction
Reducing number of query items
Getting ready
How to do it...
How it works...
Alias member unique name
Delete unreferenced query objects
Dragging items from data items pane
Highlighting hidden items
Getting ready
How to do it...
How it works...
Relative path for images
Getting ready
How to do it...
How it works...
There's more...
Taming the JavaScripts
Getting ready
How to do it...
How it works...
Customize classes for report-wide effect
Getting ready
How to do it...
How it works...
Creating templates
Getting ready
How to do it...
How it works...
Regression testing
Getting ready
How to do it...
How it works...
There's more...
Code comments
Getting ready
How to do it...
How it works...
A. Recommendations and References
Introduction
Version controlling
Recommendation for prompt types
Cognos Mashup Service
Third-party tools for Cognos
Express Authoring Mode
CAFE
Cognos Go Office
Index
IBM Cognos 8 Report Studio Cookbook
Abhishek Sanghani
IBM Cognos 8 Report Studio Cookbook
Copyright © 2010 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: May 2010
Production Reference: 1210510
Published by Packt Publishing Ltd.
32 Lincoln Road
Olton
Birmingham, B27 6PA, UK.
ISBN 978-1-849680-34-9
www.packtpub.com
Cover Image by Tina Negus (<tina_manthorpe@sky.com>)
Credits
Author
Abhishek Sanghani
Reviewers
Terry Curran
Marco Hartman
Sascha Mertens
Ramesh Parcha
Acquisition Editor
Rashmi Phadnis
Development Editor
Neha Patwari
Technical Editor
Neha Damle
Copy Editor
Sanchari Mukherjee
Editorial Team Leader
Gagandeep Singh
Project Team Leader
Lata Basantani
Project Coordinator
Joel Goveya
Proofreader
Lesley Harrison
Indexer
Hemangini Bari
Production Coordinator
Alwin Roy
Cover Work
Alwin Roy
About the Author
Abhishek Sanghani was born in India and attended Mumbai University where he majored in Computer Engineering. He began his career in 2004 as a Business Intelligence and Cognos Consultant, and has worked with leading IT and Finance Services companies since then.
He pursued Finance Management degree along with his work in the field of Cognos and BI, successfully progressing and winning awards and certifications year after year. Presently, he is working in the United Kingdom, utilizing his skills of Cognos, SQL, BI and Data Warehousing. In his free time, he writes technical blogs and also provides trainings/seminars on demand. This book is his first attempt in technical authoring.
Mail ID: <abhishek.sanghani@gmail.com>
Blog: http://biandcognos.blogspot.com/
I would like to thank the entire PACKT Publishing team for helping this endeavor. On the personal front, I am thankful to my loving wife Dolly for all the support, and my friend and work mate Amma Manso for all the valuable advice.
About the Reviewers
Terry Curran has worked in the IT industry for over 20 years after graduating from the University of Stirlling with an MSc in Software Engineering. He has considerable software development experience in many industries.
He has extensive knowledge of Cognos Reporting solutions, having worked with Cognos Business Intelligence software for a range of industries from Aviation to Pharmaceuticals over the past 10 years.
He is currently working as a freelance Cognos Business Intelligence consultant and contractor.
Marco Hartman is a Senior Business Intelligence Consultant, currently working at Imtech ICT Performance Solutions in the Netherlands.
He’s working with Cognos products since 2004. Starting with Cognos PowerPlay and Impromptu, he now is an expert in the Cognos 8 platform. Marco is fully certified for Cognos 8 BI (Author, Modeler, Administrator, Scorecarding), Cognos 8 Planning and Cognos TM1. Besides Cognos, he also has experience with Business Objects and Microsoft SQL Server BI.
Marco works on different projects and customers. He is a qualified consultant who understands the needs of the customers. Besides his projects he is a trainer at IBM Cognos, Netherlands. He also likes to anticipate new developments.
Marco studied Business Administration at the Radboud University in Nijmegen and specialized in ‘Knowledge and Information Management’. In his free time, he likes playing tennis and snowboarding.
Sascha Mertens graduated at the German University for Applied Sciences (HS Niederrhein) in 2001 as an engineer of economics. Focusing on the business part of his degree he began to work with Corporate Performance Management (CPM) topics in his thesis of ‘Redesign of a controlling system by means of a management information system (MIS)’.
When starting to work for Deloitte in 2001 he was trained and certified in Analyst and Contributor by Adaytum—the original software producer—before they were acquired by Cognos and subsequently by IBM. With his gained knowledge, Sascha started to work for the first German Planning project with the Volkswagen Financial Services AG which was brought up to a status that is still alive today.
With the modeling of system designs and architectural concepts as well as their implementations into CPM systems, Sascha developed all kinds of planning models such as sales planning, cost planning, personnel planning etc, up to the resulting financial plans. Closely working together with Cognos, Sascha became a beta tester for several upcoming Planning releases and a community leader in one of the leading Cognos Planning forums on the internet.
With a strong focus on the conceptual and business side, he conducted a study for the ‘State of planning within German companies’ (‘Standortbestimmung zur Planung in deutschen Unternehmen’) and offered various public webcasts such as ‘planning scenarios and simulations on board level’, ‘business planning for health insurance companies ‘, ‘decentralized sales planning within the franchise industry’, and ‘driver based planning within a fleet management company’.
During his time with Deloitte Sascha made up his way to a senior managing level and designed and implemented Cognos Planning on a full-time basis in over 15 Cognos Planning and BI projects nationally, European and overseas in the last six years.
Since 2008, Sascha has been working for conunit, a consulting firm specialized on CPM and BI solutions and ‘Cognos Partner of the year 2008 for Germany and Europe’. Within conunit Sascha and his team continue the Cognos Planning story with an offering of all kind of services around the IBM Cognos CPM and BI products including full scope projects (concept, design, and implementation), version upgrades and their migrations, as well as performance enhancements and system improvement checks.
It was a great pleasure reviewing this book. I am sure that it will be very helpful to you in setting up the Reporting system in your company. I would also like to thank people from Deloitte and Cognos that I worked with in collaborative projects who helped