Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through

How to Create a Drill Through in Cognos 8. Report Studio

Tip: When you write a report with Cognos (or Discoverer), use filters on the primary reporting view, rather than the other reporting views whenever possible. This will improve the performance of your reports. A list of all the primary reporting views appears at the end of this document. Type in the URL for Cognos 8 Click on the Report Studio icon in the upper right hand corner

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Lets create the Master Report first. Click on the name Admissions Application

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Click Create a new report or template

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Click on the List icon. Then click OK

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through In the Insertable Objects pane, click on the plus sign in front of the Admissions Application Business View name to expand it.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Open the Admissions Application Package. In this package open the Admissions Decision View and drag (or double click) ID, Name, Decision_Desc and Decision_Date onto the Page. Close the Admissions Decision View. Now open the Institution View and drag Institution onto the page. (Note, if there are a lot of Admissions data in the ODS, add a filter to Academic_Period BEFORE you run the report)

Once all objects are selected run the report

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through The output will display. After reviewing the output out of the report. This brings you back to the report creation screen.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Lets add a filter to the report: Admissions Application:Admissions Decision:Decision=35. First click on Filters-Query 1 displays Add the filter by clicking on

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Select the filter from the Available Components on the left.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Double click on DECISION in Available Components. Then type = 35 To test the filter for accuracy click on

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through If no errors appears in the Information box, then click Click again. The report is now ready to run with the filter.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Run the report by clicking on Notice the difference in the output? After reviewing the output out of the report. This brings you back to the report creation screen. Save the report with a name that reminds you this is the Master Report.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Now lets create the Detail report. Click on File, New, List, OK.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Because we are working with the same package (Admissions Application), the same Insertable Objects appear for selection.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Select the detail associated with an applicant from the Admissions Application Package and Person Detail view. In this case we selected the ID, Full Name LFMI, Birth Date, Citizenship Desc, Gender, and Email Preferred Address.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through

Run the report After reviewing the output out of the report. This brings you back to the report creation screen. Save the Detail Report with a name that reminds you this is the Detail Report. Open the Master Report again. (File/Open/Filename)

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Highlight the ID column. Be careful to include the detail, not just the text heading.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through In the Properties pane List Column Body - Click in the area to the right of Drill Throughs and then click on the Elipsis

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through

Click on the

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through On the Target Report tab, under Report, Click on the Elipsis and highlight the Detail report. Then click OK.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through Notice the difference in the ID column? It now has a +in front of <ID> SAVE the report. Open the master report Run the report. Now click on an ID (it should be underlined). You will be able to drill through to the additional data in the Detail report.

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through

Business Concepts
Within the reporting relationships, SunGard Higher Education defines one primary reporting view for a business view/area. A primary reporting view is the view to which all other views in the business view or business area are joined. It contains the main facts (measures) relative to queries relevant for that business concept.

Business Views and Areas

The table below lists the business views/areas and the primary reporting view in each of the business views/areas. They are grouped by subject area. A subject area loosely corresponds to a Sungard Higher Education Banner product. It is important when creating a report in Cognos Report Studio or Oracle Discoverer to use the right business view/area. When you write a report, use filters on the primary reporting view, rather than the other reporting views whenever possible. Subject Area Accounts Receivable Advancement Business View or Area Receivable Customer Receivable Revenue Advancement Prospect Advancement Rating Annual Giving Campaign Giving History Constituent Constituent Entity Designation Giving History Gift Organizational Constituent Pledge Event Institution Organization Entity Person Demographic Person Role Person Supplemental Relationship Budget Availability Ledger Budget Detail Encumbrance Endowment Distribution Endowment Units Fixed Asset Primary Reporting View (Reporting views at the center of ODS Queries) RECEIVABLE_ACCOUNT RECEIVABLE_ACCOUNT_DETAIL PROSPECT_INFO ADVANCEMENT_RATING ANNUAL_GIVING CAMPAIGN_GIVING_HISTORY CONSTITUENT CONSTITUENT_ENTITY DESIGNATION_GIVING_HISTORY GIFT_TRANSACTION ORGANIZATIONAL_CONSTITUENT PLEDGE_TRANSACTION EVENT INSTITUTION ORGANIZATION_ENTITY PERSON_DETAIL PERSON_DETAIL PERSON_DETAIL RELATIONSHIP BUDGET_AVAILABILITY_LEDGER BUDGET_DETAIL ENCUMBRANCE_ACCOUNTING ENDOWMENT_DISTRIBUTION ENDOWMENT_UNIT FIXED_ASSET_ITEM

Common

Finance

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Banner Performance Reporting and Analytics Cognos 8 Exercise: Creating a Drill-Through

General Ledger Grant and Project Grant Ledger Invoice Payable Operating Ledger Purchasing Payable Transaction History Financial Aid Application Financial Aid Award and Disbursement Financial Aid Fund Employee Human Resource Application Human Resource Faculty Payroll Position Active Registration Admissions Application Advisor Student List Course Catalog Enrollment Management Faculty Assignment Government Reporting Recruitment Information Residential Life Schedule Offering Student Detail GENERAL_LEDGER GRANT_VIEW GRANT_LEDGER INVOICE_ITEM OPERATING_LEDGER PURCHASE_ORDER_ITEM TRANSACTION_HISTORY FINAID_APPLICANT_STATUS AWARD_BY_PERSON AWARD_BY_FUND EMPLOYEE HR_APPLICATION FACULTY PAYROLL_DOCUMENT POSITION_DEFINITION ENROLLMENT ADMISSIONS_APPLICATION STUDENT COURSE_CATALOG ENROLLMENT FACULTY GOVERNMENT_STUDENT, GOVERNMENT_FINANCIAL_AID, GOVERNMENT_ADMISSIONS RECRUITMENT_INFORMATION PERSON_DETAIL SCHEDULE_OFFERING STUDENT

Financial Aid Human Resources

Student

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