Professional Documents
Culture Documents
COGNOS
BI
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C88150
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INSTRUCTOR
PREFACE
Contents
PREFACE.............................................................................................................................. IP-1
CONTENTS ............................................................................................................................IP-3
COURSE OVERVIEW ..............................................................................................................IP-7
COURSE OUTLINE .................................................................................................................IP-8
INSTRUCTIONAL MATERIALS ..............................................................................................IP-10
GENERAL SETUP AND INSTRUCTOR PREPARATION ..............................................................IP-12
WORK WITH THE VMWARE WORKSTATION ........................................................................IP-13
DOCUMENT CONVENTIONS .................................................................................................IP-16
POWERPOINT TIPS ..............................................................................................................IP-17
VMWARE KEYBOARD SHORTCUTS .....................................................................................IP-18
GET THE CLASS STARTED ...................................................................................................IP-20
POST-CLASS AGENDA .........................................................................................................IP-21
SUBMIT FEEDBACK AND LOCATE ADDITIONAL PRODUCT INFORMATION ...........................IP-22
COGNOS PRODUCT HELP .....................................................................................................IP-23
SETUP INSTRUCTIONS .....................................................................................................SI-1
IMPORTANT SETUP INSTRUCTIONS FOR THIS COURSE ...........................................................SI-3
INSTALL MICROSOFT SQL SERVER 2000 ..............................................................................SI-4
MICROSOFT SQL SERVER 2000 SP3 .....................................................................................SI-7
MICROSOFT SQL SERVER KB815495...................................................................................SI-8
ENSURE THAT THE PROPER PATCHES FOR SQL SERVER 2000 ARE INSTALLED ......................SI-9
CREATE THE COGNOS 8 CONTENT STORE ...........................................................................SI-10
RESTORE THE SAMPLE DATABASES ....................................................................................SI-11
SET UP WEB ALIASES ..........................................................................................................SI-13
CONFIGURE COGNOS 8........................................................................................................SI-15
CREATE USERS IN THIRD-PARTY AUTHENTICATION PROVIDERS.........................................SI-17
DEPLOY COGNOS 8 SAMPLES AND SOLUTIONS ...................................................................SI-18
PUBLISH POWERCUBE AND ADD DATA SOURCES ...............................................................SI-19
SET SECURITY ON POWERCUBE...........................................................................................SI-21
RESTRICT ACCESS TO ADMINISTRATIVE TOOLS ..................................................................SI-22
ADD SPECIFIC USERS TO QUERY USER GROUP .....................................................................SI-23
ADD SPECIFIC USERS TO AUTHORS USER GROUP .................................................................SI-24
REMOVE EVERYONE FROM COGNOS ROLES ........................................................................SI-25
ENSURE SIMPLE FILE SHARING IS OFF .................................................................................SI-26
STOP DEFAULT SMTP VIRTUAL SERVER ............................................................................SI-27
INTRODUCTION.......................................................................................................................1
COURSE OBJECTIVES .................................................................................................................3
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Course Overview
Course Overview
Cognos 8 BI Ad Hoc Querying is a one-day, instructor-led course designed
for business and professional authors who want to learn how to create, modify
and organize ad hoc reports. The course covers how to use different report
capabilities and the appropriate use of each, how to graphically display the
data, and how to create reports with the same look and feel through the use of
templates. The course also covers basic administrative tasks, such as
scheduling reports and delivering reports in different formats (HTML, PDF,
Excel, etc.).
Intended Audience
This course is intended for business and professional authors that want to
learn about the features offered in Cognos 8 BI Ad Hoc Querying.
Topics Covered
Topics covered in this course include:
Course Prerequisites
Participants should have:
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Course Outline
The following table outlines the high-level topics for each module, and the
number of slides, demos and workshops included, as well as the estimated
teaching time.
Module 1: Overview of Cognos 8 BI
Topics
Introduce Cognos 8 BI
Slides
Demos
23
Workshops
Est.
Time
45 mins.
Organize content
Slides
Demos
Workshops
Est. Time
35
1.5 hr.
Slides
Demos
Workshops
Est. Time
10
30 mins.
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Slides
Demos
Workshops
Est. Time
28
2 hrs.
Slides
Demos
18
Workshops
Est.
Time
1.5 hrs.
Slides
NA
Demos
Workshops
Est.
Time
1 hr
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Instructional Materials
Student Guide
The Student Guide contains material that helps to explain features of the
product, along with the presentation slides that are presented by the instructor.
Student demos and workshops are incorporated in the course to enrich the
learning experience through hands-on practice.
Demos
Demos appear after covering one or more topics or features of the application.
While not every product function is demonstrated, participants work with the
more important and complex features through a series of tasks. Demo tasks
contain a number of steps related to a specific action or feature of the product.
Workshops
In most of the modules, a supplementary workshop is included. If participants
followed the concepts in class without difficulties, they can probably complete
the workshop with no additional information. The second section for each
workshop contains a task table that identifies each task, where to work in the
application, and any applicable hints to help the participants. The third section
of the workshop contains screen captures of the expected results. The fourth
section contains a step-by-step solution to the workshop. Participants may
want to follow these instructions if they are not able to complete the workshop
or if they require a little more practice with the application.
VMware Image
The VMware image is located on C:\Vm_Images\Courses\C88150
If necessary, you can run Cognos 8 from the host environment. Simply enter a
cmd prompt in the Virtual Machine, type IPCONFIG /ALL and obtain the IP
Address.
Enter this IP Address in the browser of the host environment, as shown below:
http://<VMware IP address>/cognos8
NOTE: This is only available from the host computer and not available from the
classroom workgroup.
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INSTRUCTOR
PREFACE
Instructor Guide
The Instructor Guide contains the same content presented in the Student
Guide, along with additional notes to supplement and add value to the lecture.
The information can be generic, non-technical information, such as multiple
ways to perform the same command or a more in-depth discussion of a topic. It
may also be used to address more technical questions from participants or as
supplementary technical discussion, at the discretion of the instructor. It helps
to provide the appropriate level of information to a specific audience.
Instructor Data CD
The Instructor Data CD contains an executable (EXE) file that can install any or
all of the following files. By inserting the CD into your computer and following
the prompts as the auto install runs, these files will be installed in
C:\Edcognos\C88150.
Instructor Slides
These files contain the Microsoft PowerPoint slide presentation for each
module of the course as presented in the Student Guide:
StartC88150.ppt
Introduction.ppt
C8-01-Overview_of_Cognos8_BI.ppt
C8-02-Intro_to_Cognos_Connection.ppt
C8-03-Intro_to_Query_Studio.ppt
C8-04-Create_Rpts_in_Query_Studio.ppt
C8-05-Enhance_Reports_in_Query_Studio.ppt
C8-A-End_to_End_Workshop.ppt
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What hours are available for accessing the teaching site, copying the
files to the hard disk, tuning the color on the PC viewer, and so on?
If the course has been previously taught on the computers you are
using, have the Preferences been reset to their defaults, and have
student files been deleted?
Prepare to Teach
After you have configured the instructor and student computers, consider the
following:
Make sure you complete each of the demos before teaching the course
so that you become familiar with each step required.
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1,536 MB RAM
Bridged
Hard disk 12 GB
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Document Conventions
Conventions used in this guide follow Microsoft Windows application
standards, where applicable. As well, the following conventions are observed:
Bold
Italic
CAPITALIZATION
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PREFACE
PowerPoint Tips
Here are valuable keyboard commands you can use to improve your
presentation.
Command
Key(s)
Right-click/Pen or Ctrl+P
Help
You can also jump to a specific slide by typing its slide number and pressing
the Enter key. However the slide number is not the same as the printed page
number because a page may be built from several slides to produce an
animation sequence.
Important Tips:
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Action
Ctrl-B
Power on.
Ctrl-E
Power off.
Ctrl-R
Ctrl-Z
Suspend.
Ctrl-N
Ctrl-O
Ctrl-F4
Ctrl-D
Ctrl-G
Ctrl-P
Edit preferences.
Ctrl-AltEnter
Ctrl-Alt
Ctrl-AltTab
Switch among open virtual machines while mouse and keyboard input are
grabbed.
Ctrl-Tab
Switch among open virtual machines while mouse and keyboard input are
not grabbed. VMware Workstation must be the active application.
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INSTRUCTOR
Shortcut
PREFACE
Action
CtrlSwitch among open virtual machines while mouse and keyboard input are
Shift-Tab not grabbed. VMware Workstation must be the active application.
Ctrl-AltFx
Linux hosts: Switch among open virtual machines while using full screen
mode. Fx is a function key corresponding to the virtual machine you want
to use. The key combination to use for a virtual machine is shown in the
VMware Workstation title bar when that virtual machine is active and in
normal (windowed) mode.
Windows hosts: For an additional similar functionality, see Using Full
Screen Switch Mode.
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Instructor Introduction
Course Name
Instructor Name
Instructor Background
Student Introductions
Name
Company
Position
Product Experience
Personal objective(s) for
this course
Administrative Items
Sign-in sheet
Smoking
Messages
Telephones
Washrooms
Refreshments
Turn off cell phones and pagers
Class Format
lecture with slides
student guides as
reference material
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independent workshop
exercises for more practice
INSTRUCTOR
PREFACE
Post-Class Agenda
If you brought any hardware or course media, take them with you when
you leave. Erase any files copied to the hard disks of the computers in
the classroom. Change the Preferences back to their initial settings.
Make notes for yourself about what went well during the course and
what needs improvement. When you are preparing for your next teach,
you can refer to these.
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When to use
Location
Taskoriented
Books for
Printing
(.pdf)
Start/Programs/Cognos
Product/Documentation
http://support.cognos.com
Online support
http://support.cognos.com
http://www.cognos.com
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SI
Setup Instructions
Cognos 8 BI
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SETUP
INSTRUCTIONS
5 mins
Install Microsoft SQL Server 2000 SP3. See steps on page SI-7.
5 mins
5 mins
Ensure that the proper patches for SQL Server 2000 are installed. See
steps on page SI-9.
2 mins
15 mins
Complete
2 mins
10 mins
2 mins
5 mins
2 mins
3 mins
Publish a PowerCube and Add Data Sources. See steps on page SI-19.
2 mins
2 mins
2 mins
1 min
1 min
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6. Click Create a new instance of SQL Server, and then click Next.
7. Edit the Name, Co., etc., and then click Next.
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SETUP
INSTRUCTIONS
10. Click Server and Client Tools, and then click Next.
11. Select Default as the Instance Name, and then click Next.
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15. For Authentication Mode, click Mixed Mode, and type Education1! in
the Enter password and Confirm password boxes.
16. Click Next.
17. Click Next again.
The installation continues, and the Microsoft Data Access Components
are installed. The complete installation may take a few minutes.
18. Once the install is complete, click Finish.
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SETUP
INSTRUCTIONS
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SI-8
SETUP
INSTRUCTIONS
If you have build 8.00.194 then you have to install SP3A and
KB815495.
If you have build 8.00.818 then you have the required patches.
5. Close SQL Query Analyzer.
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In the screen capture, the data file is listed first in the logical file name
column, followed by the log file. If the positions are reversed (in other
words, if the log file is listed first), ensure that each logical file name
points to the correct physical file location.
10. Click OK.
A message appears saying the restoration was successful.
11. Click OK to close the message.
12. Repeat Task 2 to restore the databases for GOSLDW, and GOSL
ensuring the logical files are pointing to the GOSLDW, and GOSL
database.
13. Close SQL Server Enterprise Manager.
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SETUP
INSTRUCTIONS
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SETUP
INSTRUCTIONS
Configure Cognos 8
Task 1. Configure the NTLM provider.
1. From the Start menu, point to All Programs, Cognos 8, and then click
Cognos Configuration.
2. In the Explorer pane of Cognos Configuration, right-click
Authentication, point to New resource, and then click Namespace.
3. In the New Namespace dialog box, under Name, type Local NT, and
then from the drop-down list under Type, click NTLM.
4. Click OK.
The results appear as follows:
5. Click the cell in the Namespace ID row and the Value column, and type
Local NT ID, and then press Enter.
6. In the Explorer pane under Authentication, click Cognos.
7. To the right of Allow anonymous access, click True in the Value
column, and then click False to change the setting.
With Anonymous access now set to False, students will need to log in to
Cognos Connection and provide a user name and password.
8. Leave Cognos Configuration open.
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8. Click Close to close the Cognos Configuration dialog box after the
configuration is saved and all items have green check marks beside them.
9. Click Start
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SETUP
INSTRUCTIONS
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SETUP
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8. In the User ID box, type sa, and in the Password and Confirm password
boxes, type Education1!, and then click Finish.
9. Repeat steps 3 to 8 to create the following data sources:
a. Data source name = go_data_warehouse,
Database name = GOSLDW
b. Data source name = goretailers, Database name = GORT
Task 2. Create cube data source.
1. Click New Data Source
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5. Under Testing, click Test the connection, and then click Test.
If the test failed, ensure that you typed everything correctly in step 4 and
repeat testing your connection.
6. Click Close, and then click Close again.
7. Click Finish.
8. Click Return.
9. Leave Cognos Connection open.
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SETUP
INSTRUCTIONS
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SETUP
INSTRUCTIONS
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SETUP
INSTRUCTIONS
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Instructional Tips
Note: Use Simple File Sharing
(recommended) may already be
deselected.
3. Click OK.
4. Close Control Panel.
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INSTRUCTIONS
Instructional Tip
Note: the Default SMTP Virtual
Server might already be stopped.
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Introduction
Cognos 8 BI
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INTRODUCTION
Course Objectives
In this course, we will:
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Overview of Cognos 8 BI
Introduction to Cognos Connection
Introduction to Query Studio
Create Reports in Query Studio
Enhance Reports in Query Studio
End-to-End Workshop
Throughout this course, Query Studio concepts and procedures are grouped into
modules that are presented in a logical and structured manner. The hands-on
demonstrations and workshops provide the knowledge and skills you will require
to create and modify reports in Query Studio.
Audience:
Prerequisites:
Intro-4
Overview of Cognos 8 BI
Cognos 8 BI
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OVERVIEW
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Objectives
In this module, we will:
introduce Cognos 8 BI
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Additional Information
When you ask the question, "How
are we doing?," you are really asking
"Am I on or off track?" We can
answer that question with a
scorecard or dashboard to provide
you with an aggregate view of the
necessary information.
What should we be
doing?
Reporting &
Analysis
High-frequency
Planning
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When decision makers want to find answers, they ask questions in three
fundamental areas:
Most companies use many different tools and systems to provide the
answers to these questions. The result of this fragmented approach is a
slow, disconnected decision-making process with low end-user
satisfaction and high costs to the organization.
The answers to these three questions need to feed into a single platform
to allow for a better decision-making process. Finding this single
platform has been a challenge until Cognos 8 Business Intelligence (BI).
OVERVIEW
Industry Solutions
BEST PRACTICES
How are we
doing?
Why are we
doing it?
What should
we be doing?
PERFORMANCE
MANAGEMENT
PLATFORM
Metrics
Management
Dashboarding
Query &
Reporting
Analysis
Event
Management
Planning
PLATFORM
SERVICES
Portal
Security
Configuration
Administration
Information
& Business
Modeling
Data
Integration
Operational or
Star Schema
OLAP
Enterprise
Applications
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Additional Information
Having all the critical capabilities to
manage performance means that we
can look at a single set of metrics
across all processes. When we look
at a metric, it is based on the same
calculation, the same roll up, the
same assumptions as the plans and
the reports - they are the same
numbers. The metrics are completely
interrelated so decision-makers can
quickly and consistently find answers
to critical questions that drive
performance.
Enterprise applications can cover a
wide variety of enterprise software,
some of which could be considered
relational data sources (for example,
Oracle Financials).
Flat, Modern
and Legacy
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Cognos 8 BI - Introduction
Cognos 8 BI is a complete enterprise business intelligence software
solution with integrated reporting, analysis, scorecarding, and event
management capabilities.
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Additional Information
Cognos 8 BI provides you with
business intelligence across multiple
applications and data sources, and
provides IT with solution control,
security, and management.
OVERVIEW
In Metric Studio, you can easily track your business by viewing metrics,
assigning tasks for poorly performing metrics, and linking to reports
containing related information.
In Query Studio, you can create simple queries and reports, and apply
basic formatting and templates.
In Analysis Studio, you can analyze large volumes of data from all
business dimensions through ranking, complex filtering, and so on,
regardless of the data source.
In Event Studio, you can create agents that check the data. When an
agent detects a particular condition, Event Studio takes action by
generating emails, running reports, updating a portal news channel, or
communicating with other software.
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Additional Information
Dimensionally modeled relational
metadata is data taken from a
relational source and modeled as a
star schema, as well as having
hierarchies applied to allow for drill
behaviour.
Cognos 8 BI delivers basic drill down
and drill up functionality to all users
in Query Studio, Analysis Studio, and
Report Studio, so they are not
restricted to one studio over the
other to perform fundamental tasks.
Use these studios in conjunction to
effectively monitor performance at all
levels of your organization.
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Additional Information
Cognos 8 BI supports normalized
and relational OLAP data, OLAP
servers, and modern XML-based
data sources. All of our end user
functionality is equally available for
all data sources.
integrated portal
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OVERVIEW
Report
Studio
Cognos
Viewer
Analysis
Studio
Event
Studio
Metric
Studio
Data Access
SQL
Relational
MDX
XML
Files
Cubes
ODBC
Composite
Metric
Database
More
COGNOS
BI
Additional Information
Framework Manager is the metadata
modeling tool at the data access
layer that facilitates accurate and
predictable access to the underlying
data sources.
Query
Studio
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Report
Studio
Cognos
Viewer
Analysis
Studio
Event
Studio
Metric
Studio
Data Access
Cognos PowerCube
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Cognos 8 BI lets you make the most of the multi-dimensional data stored
in your organizations PowerCubes.
OVERVIEW
OLAP data
source
Relational data
modeled
dimensionally
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Additional Information
With multidimensional analysis, your
corporate data is organized in the
way you think about your business,
so that you spend more time on
value added analysis, rather than on
data retrieval.
You can find answers to your
business questions by navigating
through the data to determine
successes and failures, uncover
trends, discover opportunities, and
find weaknesses.
Multidimensional analysis is a
process where you selectively
extract and evaluate multiple aspects
of your business against your key
performance indicators for the
purpose of decision support.
Other industry standard OLAP
sources that are supported are:
Analysis Studio has native access and extended features support for
Cognos OLAP sources and other industry standard OLAP sources.
Additional Information
The key concern with ROLAP is performance. Will the database respond fast enough to
really support analysis?
Typically ROLAP performance requires use of technology called aggregate tables (or
materialized views) and an aggregate aware query optimizer
Cognos 8 BI does not provide that technology, but is designed to work with that technology
being supplied as part of your database system.
Our open data access strategy allows you to choose ROLAP as a storage technology
independent of your end user interface.
High performance in a ROLAP environment usually requires the use of aggregate tables and
a query optimizer that chooses which is the best aggregate table to use for each query.
Some BI tools include this capability of aggregate awareness. Cognos 8 BI doesn't, but
modern releases of Oracle, IBM DB2 and others do, and we work with them.
One of the main aspects of Cognos 8 BI is the ability to not only model relational data but to
also manipulate the metadata to form hierarchies, dimensions, and levels within Framework
Manager. This gives the end user drill up and drill down functionality within AS/RS/QS.
SAP BW multi-currency,
variables, alternative hierarchies,
InfoQuery, InfoCube, MultiProvider, RemoteCube
Use ROLAP (relational online
analytical processing) if you want to
use aggregate and hierarchical
awareness in relational sources.
ROLAP is a form of OLAP that
performs dynamic multidimensional
analysis of data stored in a relational
database rather than in a
multidimensional database (which is
considered the OLAP standard).
For ROLAP to work effectively, along
with a quick response time, the
responsibility must be shared
between the Framework Manager
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Additional Information
The following features were added to
Framework Manager for dimensional
modeling of relational data sources.
Regular dimensions include the
concepts of hierarchies and levels
which support the definition of
alternate hierarchies on a single
dimension.
Measure dimensions provide the
ability to define a list of measures
as well as a hierarchy to control
the rollup of measures.
Scope relationships control rollups
by defining the scope of a measure
with respect to existing
dimensions.
Member functions allow you to manipulate members (that is, getting the
children for the parent member).
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OVERVIEW
Original report
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Instructional Tips
You may want to view MDX
language in Report Studio to help
debug queries. To edit the MDX
language, in Report Studio, go to the
Query Explorer bar, and then select
the query. In the Properties pane,
click the ellipsis beside Generated
SQL/MDX. The dialog box that
appears allows you to edit the text
and then validate it. Any changes
made to this cannot be reversed.
For most purposes, Cognos 8 BI will
generate SQL or MDX on your behalf
and you will not need to understand
them.
Generated MDX
SQL is the language used to query relational data sources. MDX is the
multidimensional equivalent of SQL. Like SQL, it is a recognized
standard.
In Cognos 8 BI, you can only view and edit SQL and MDX in Report
Studio.
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Query
Studio
Report
Studio
Cognos
Viewer
Analysis
Studio
Event
Studio
Metric
Studio
Additional Information
Cognos Planning Analyst is a
flexible tool used by financial
specialists to define their business
models. These models include the
drivers and content required for
planning, budgeting, and forecasting.
The models can then be distributed
to managers using the Web-based
architecture of Cognos Planning Contributor.
Data Access
MDX
SQL
MDX
Views
Publish
Tables
Cognos
Contributor
MSAS
Cognos
Analyst
SQL
Metric
Database
Published
mart
Controller
You can access your current plan (Cognos Contributor) directly for
querying, reporting and analyzing, as well as the published plan.
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OVERVIEW
Dimensional model
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Instructional Tips
A regular dimension consists of
descriptive information.
A measure dimension consists of
measurable values.
Relational models can not be used in
Analysis Studio.
An end user can not easily tell if a
dimensional model represents a
cube or a relational database. This is
intentional.
A relational model lets users interact with query subjects and query items.
There are no visible hierarchies.
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Demo 1
Navigate Data in Different Studios
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OVERVIEW
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Public Classroom
Because of the use of the VMware
image, students will not have to type
in the address.
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Instructional Tips
The Great Outdoors Company
package is a PowerCube; it contains
dimensional data.
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4. Expand Retailer.
The available levels display in the data tree. Notice the level icon
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Instructional Tips
Here we will build a simple analysis
so that we can show the same
PowerCube data being passed to
Report Studio.
This task shows how we can use the
same data in different studios.
5. From the data tree, drag the Retailer hierarchy onto the rows area in the
crosstab.
2005, Cognos Incorporated
Cognos Confidential. For internal use only.
This guide contains proprietary information which is protected by copyright.
No part of this document may be photocopied, reproduced, or translated into another language.
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6. From the data tree, expand the Years folder, and then drag the Years
hierarchy onto the columns area.
7. In the data tree, expand Measures, and then drag Revenue onto the
measure area.
We have created a simple analysis.
Task 5. Open the analysis in Report Studio and create a
dashboard.
1. From the File menu, click Open in Report Studio.
We want to see all of the members, so we will change a setting in Report
Studio to make all members visible.
2. From the Tools menu, click Options, select the Show members folder
check box, and then click OK.
3. In the Insertable Objects pane, expand the Retailer dimension.
4. Expand the Retailer level hierarchy, and then expand the Retailer level.
5. Expand the Members folder, and then expand Retailer.
All of the retailer types we saw in Analysis Studio appear in this tree.
We want to create a dashboard report displaying a crosstab and a gauge
chart which contain different data. We will look at the year-to-year
performance of Retailer types and Product lines.
6. Click the Toolbox tab, and then drag a Chart to the far right of the
crosstab.
7. In the Insert Chart dialog box, click Gauge, and then click OK.
8. Click the Source tab, expand Measures, and then drag Quantity sold
to the Measure drop zone on the gauge chart.
9. Expand the Products dimension and the Products level hierarchy.
10. Drag the Product line level to the Needles (series) drop zone.
11. Expand the Years dimension, and then expand the Years hierarchy.
12. Drag the Year level to the Gauges drop zone on the gauge chart.
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Additional Information
We need to reset the default for
Report Studio for future demos;
therefore we change the Show
members folder option here back to
what it was prior to Task 5, step 2 of
this demo.
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Instructional Tips
Anything you create in Analysis
Studio (or Query Atudio) can be
moved into Report Studio. Through
analysis and exploration, you can
evolve a large report into a managed
report.
Analysis Studio can control how much of the data in cubes is rendered in
the data tree and in the crosstab.
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Additional Information
Report Studio adds:
maps
gauges
more combination charts
more chart design control
access to cubes
high levels of graphic design
control over charts
Cognos Viewer adds:
drill up and drill down on text
drill up, drill down and through on
charts
the ability to drill up and drill down to see higher or lower levels of
detail
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Highlight
Exceptional Data
You can use this studio when seeking specific answers to your business
questions.
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OVERVIEW
You use Event Studio to define rules to detect and deliver critical
business information to key stakeholders within an organization. Users
can react to the information in a timely manner to improve performance.
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Additional Information
OLAP data sources tend to be static
and not live data. Having an event
run against static data would not be
very relevant as the information the
users would receive would be based
on 'old' data. It would be best to run
against live data when working with
Event Studio, although you can run
agents on a weekly basis after the
cube has been refreshed. This would
not be as timely as live data, but it
depends on what your needs are.
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Additional Information
Metric Studio supports objectives,
projects, and counter-measures, and
distributed application management.
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Metric Studio:
uses the Cognos 8 BI scheduler,
content store, security, and report
service.
UI appears as a studio or alternate
portal.
can pick Cognos 8 BI reports as
drill targets and displays.
has actionable scorecards.
a flexible calendar
activity monitoring
OVERVIEW
Unicode support
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Instructional Tips
Cognos 8 BI Data Manager was
previously called DecisionStream.
There have been some customer
enhancements to allow easier large
project management (such as,
improved support for unbalanced
hierarchical structures).
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Additional Information
Some features might not be covered
in this course as they are available
only to administrators.
A portal is a location where users can share and distribute their reports, as
well as a place to consolidate all of their pertinent information.
In Cognos 8 BI, you can define, publish, and subscribe to shared portal
pages.
Cognos 8 BI supports WSRP conformant portlets. It also includes 'outof-the-box' portlets to facilitate managing your content.
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Summary
In this module, we have:
introduced Cognos 8 BI
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Cognos 8 BI
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Objectives
In this module, we will:
organize content
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Additional Information
Administrators use Cognos
Connection to administer servers,
optimize performance, set access
permissions and modify user profiles.
They also use it for entry
administration, which includes
scheduling and distributing reports,
analyses, agents and metrics.
If you use a customized user
interface, you may not have access
to all the features documented.
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You can personalize Cognos Connection for your own use by:
including Web pages called portlets (that is, Real Simple Syndication
(RSS) news feeds, stock market pages, or Cognos Watch List to show
performance metrics created using Metric Studio)
INTRODUCTION
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Cognos Role
Responsibility
Consumers
Query Users
Authors
Same as Query Users, but they also use Cognos Report Studio.
Report
Administrators
Server
Administrators
Directory
Administrators
Metrics
Administrators
Metrics
Authors
Metrics Users
Portal
Administrators
Instructional Tips
Throughout the module, emphasize
that the ability to perform tasks is
dependent on the default
permissions described for the
predefined Cognos roles. By default,
a member of the Consumers role
cannot administer content in Public
Folders. For example, a member of
the Consumers role cannot save a
report to Public Folders, however
they can save reports to My Folders.
An author or an Administrator can
save reports to both Public Folders
and My Folders.
Additional Information
A key benefit of Cognos 8 is that
predefined Cognos roles can be
modified to reflect your organization's
security infrastructure.
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Define Reports
A report can refer to either:
Instructional Tips
Emphasize that in this module,
reports refers to any of the
following:
report studio reports
ad hoc queries
analyses
Additional Information
A report specification is an XML
representation of the queries,
prompts, layouts, and styles in a
report. You create report
specifications using Report Studio or
Query Studio, or by writing your own
report specifications in XML.
You can also create report views,
which are references to other
reports. Each report view has its own
properties, such as prompt values,
schedules and results. Report views
are useful if you want to share a
report specification instead of making
copies of it.
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Run a Report
Additional Information
If you click a report with the edit icon,
the report opens in the authoring
tool, where you can edit it.
When you run a report, the report retrieves data from a data source
You can:
icon
to open the report in
Cognos Viewer, based on the report
format (HTML, PDF, CSV, and so
on) specified in the report properties,
the Run with options page, or the
Preferences page.
view live data and edit the report by clicking the report name
Run a report
with options.
Schedule
a report.
When you run a report with options, you override the default run
options.
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Schedule Reports
You can schedule reports to run:
After you create a schedule, the report or job runs at the date and
time specified.
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Instructional Tips
The Schedule Management tool is
covered later in this module.
Only one schedule can be associated with each report or job. If you
require multiple schedules for the same report, create multiple report
views and create a schedule for each report view.
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Additional Information
You can view the run history of a
scheduled report to see how many
times the report ran and the success
or failure of each run.
Instructional Tips
In the slide example, we are
scheduling a report to run every
Wednesday at 2:57pm, with no
specified end date. Every time the
report runs, a report output is
generated in HTML format.
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Additional Information
When you execute the steps in a job
all at once, all the steps are
submitted at the same time and the
job is successful when all steps are
completed successfully.
When you execute the steps in a job
in sequence, you can specify the
order in which the steps run. Each
step is submitted only after the
preceding step ran successfully.
When a scheduled job runs, all the reports in the job run.
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all at once
in sequence
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Additional Information
You can specify that you only want to
see activities that occurred in a
specific time period; for example, in
the last four hours.
You can also filter by status. For
example, you may only want to view
scheduled reports that failed to run.
View the
schedule
and status.
View the
run history.
delete a schedule
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Additional Information
The run history is saved when a
report runs in the background.
You can check whether reports ran successfully or determine how often
a report ran.
The run history for a report includes information such as the request
time, start time, completion time, and whether the report ran successfully.
You can run a report in the background without viewing it. When a
report runs in the background, a run history is saved.
You can filter the items listed on the run history page by the run status. If
a report has failed to run, click the Failed link in the Status column to
view the reason.
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INTRODUCTION
View a Report
Click a report name to view the most recently saved copy of the
report in Cognos Viewer.
Cognos Connection
CSV
PDF
HTML
Cognos Viewer
A report output is a snap shot of the data that is current only up to the
time that the report is saved.
When you view a report, you are opening a report that contains a report
output. This report opens in Cognos Viewer.
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Additional Information
You can identify a report that is a
saved copy by:
Viewing the icon next to the report
name. This icon is derived from
the format type of the most
recently saved copy of the report,
for example HTML
Using the View the output versions
of this report icon, under the
Actions column
In the slide example, there are
reports that have saved report
outputs. For example:
Expand and Collapse report,
which has a format type of CSV
High Margin Product Types, which
has a format type of PDF
Low Revenue Products, which has
a format type of HTML
If you click the name of a report that
is the report output, you will view the
most recently saved copy of the
report.
When a report is saved, multiple
outputs can be generated at the
same time (different formats,
languages). You view these other
versions by clicking More next to the
report under the Actions column, and
then clicking View report output
versions. You can also click the View
previous report output versions icon,
which is also next to the report under
the Actions column.
If you are viewing a report in Excel or
CSV format, you can only save the
output of the report to the file system.
You cannot save it to Cognos
Connection from Cognos Viewer. In
this case, the only way to save the
report output in either of these two
formats is to close Cognos Viewer
and rerun the report in the
background using the Run with
options or Run with advanced
options pages.
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Additional Information
You may want to view older data, for
example, when you compare two
reports with monthly sales volume for
a product. The first report contains
data before new features were
added to the product. The second
contains data after new features
were added.
When you run a report, the specification is run against the data source so
that the report reflects the most recent data. However, this data may not
meet your needs. You may want to view older data.
You can use the View report output versions page to view all versions of
a report output, including the date, format, and language of each report
output.
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Demo 1
Run a Report and Render the Output in
a Different Language
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4. Click Run.
5. On the Cognos 8 information screen, click OK.
The report is saved in Cognos Connection.
6. Click Refresh
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8. Click Home and leave Cognos Connection open for the next demo.
Results:
We ran a report from Cognos Connection and rendered the
output in a language different from the default language.
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Demo 2
Schedule a Report
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Instructional Tips
You may want to mention that it is
unrealistic in a business environment
to schedule a report to run every two
minutes. We scheduled the report to
run every two minutes for this demo
so that the students can see the
results immediately.
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5. In the Delivery section, ensure that the Save check box is selected, ensure
that the button beside Save the report is selected, and then click OK.
The report is scheduled to run every two minutes. Because we specified
that we wanted to save the report, PDF and HTML report outputs will be
created after each two-minute interval.
6. After two minutes have passed, click Refresh
Beside Revenue by Order Method and Sales Territory, under Actions, the
View the output versions for this report - Revenue by Order Method and
Sales Territory
icon shows that the Schedule Management tool has
generated report outputs.
Task 2. View the report outputs and disable the schedule.
1. Beside Revenue by Order Method and Sales Territory, under Actions,
click View the output versions for this report - Revenue by Order
Method and Sales Territory.
The View report output versions - Revenue by Order Method and Sales
Territory page appears. We can see that two report outputs have been
generated (both in English): one in HTML format, and the other in PDF
format.
2. Click PDF
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3. Click the Back button on your browser, and then click HTML
4. Click Return, click Close, and beside Revenue by Order Method and
Sales Territory, under Actions, click Schedule.
5. Select the Disable the schedule check box.
6. Click OK.
7. Click Home and leave Cognos Connection open for the next demo.
Results:
We scheduled a report to run on a regular basis. Report
outputs were rendered in both PDF and HTML every two
minutes. After viewing the results, we disabled the schedule to
prevent the output of further reports.
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Demo 3
Schedule Multiple Reports
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Instructional Tips
You may want to mention that it is
unrealistic in a business environment
to schedule a report to run every two
minutes. We scheduled the report to
run every two minutes for this demo
so that the students can see the
results immediately.
6. Click OK, and then under Defaults for all steps, click Set.
We want to specify options for the entire job. The choices that we make
on this screen will apply to both of the reports in the job.
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7. Click Report Options, then select the Specify default values for all the
reports of this job check box, clear the HTML check box, and then
select the Excel 2000 Single Sheet check box.
When this job runs, we want it to generate an Excel version of each
report.
8. Click OK, and then in the Submission of steps section, click In
sequence.
We want the report outputs to be generated one after the other, rather
than all at once.
9. Click Next, under Action click Save and Schedule, and then click
Finish.
Now we can schedule how frequently we want the job to run. Each time
the job runs, two Excel report outputs (one for each report) will be
created.
10. Click the By Day tab, click the button beside Every 1 minute(s), and
then in the box, delete 1 and type 2.
11. Under End, click the End by button, and then set the End by time to be
4 minutes later.
The Sales Performance job will be executed every two minutes. In the
process, the job will generate two report outputs, both in Excel format.
12. Click OK, click the GO Sales and Retailers link if its not already
selected, and then click Query Studio Report Samples.
The Sales Performance job is added to the Query Studio Report Samples
subfolder as shown below:
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2. In the top right corner of Cognos Connection, click the Tools link, and
then click Schedule Management.
The Schedule Management tool opens. The Activity tab shows the
reports and jobs that have been scheduled and the times they were
requested, and also indicates whether they executed successfully. We can
see that the Sales Performance job was requested and executed
successfully.
3. Click the Refresh button, and then beside the first Sales Performance job,
under Actions, click View run history details - Sales Performance.
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4. Beside the High Margin Product Types report, under Actions, click View
outputs - High Margin Product Types.
The View report output versions screen appears. We can see that output
for this report was generated in Excel.
5. Click the Excel
icon.
6. If the File Download dialog box appears asking if you want to open or
save the file, click Open.
The report opens in Microsoft Excel format as shown below:
7. Close Excel.
8. Click Close, then click Close again, and then click the Schedule tab.
We can see the Sales Performance job that we created and scheduled
previously. We now want to disable the schedule so that it does not run
anymore.
9. In the Actions column for Sales Performance, click More, and then click
Modify the schedule.
The Schedule - Sales Performance screen appears.
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10. Select the Disable the schedule check box, and then click OK.
The schedule for the job is disabled. No more report outputs will be
created by this job until we enable the schedule again or run the job
manually.
11. Click Home and leave Cognos Connection open for the next demo.
Results:
We created a job that includes two reports. We then scheduled
this job to run every two minutes and rendered both reports in
Excel.
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Distribute Reports
You can share information with other users by distributing reports.
You can distribute reports by:
printing them
Additional Information
If you want to share a report that is
currently in My Folders and you do
not want to save it to Public Folders,
you can:
copy the report
move the report
create a shortcut to the report
Instructional Tips
To send a report by email, both you
and the recipients must have valid
email addresses.
Public folders typically contain reports that are of interest to many users:
you can create a subfolder on the Public Folders tab to hold reports
that everyone can view
To obtain a hard copy of the report, you can print a PDF version of it.
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Additional Information
A report view shares the same report
specification as the source report,
but other properties, such as prompt
answers, are independent of the
source report.
If you consistently use a specific
view, format, or language for a
report, create a report view in My
Folders to easily access your view of
the report.
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Instructional Tips
Report Authors can create a report
view in Public Folders to share a
specific view of a report with multiple
users.
For example, there may be a
requirement for German employees
to have access to a report saved in
German.
INTRODUCTION
Use an entrys Set Properties page to set general properties, default run
options and permissions.
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Additional Information
General Properties include contact
person, name, description, screen
tip, run history and report output
versions.
Default run options determine how
the report executes, including format,
language, and prompt values. You
can set one of the following actions
as the default when a report is run:
view the most recent report or run
if it has not been previously run
(default)
run the report
open the report in the authoring
tool that was used to create it
(Query Studio, Report Studio, or
Analysis Studio)
In the slide example, the second tab
is called Query because this report
was created in Query Studio. If the
report was created in another studio,
the tab would read Report for Report
Studio and Analysis for Analysis
studio.
Through Permissions, Administrators
can specify which users have access
to the entry and what actions can be
performed on it. You can specify
access permissions for all entries in
Cognos 8. Some examples of such
entries are reports, queries,
analyses, packages, agents, metrics,
namespaces, groups, users or
dispatchers. You can reference
entries from different namespaces.
The user who creates the entry is its
owner and sets the default properties
of the entry.
You can set multilingual properties
including name, screen tip and
description for each of the entries in
the portal.
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Additional Information
Refer to the Cognos 8 online Help for
a list of preferences that may be
changed.
Administrators can set access
permissions on styles to grant/deny
access based on users, groups, or
roles. They can also set user profiles
to deploy specific styles to specific
users.
Preferences are available for all
users. However, depending on a
users permissions, they might not
see all of the preference options.
You can modify Portal tabs settings if
you have read permissions for your
account. You can add, remove, and
modify the sequence of tabs in your
portal.
You can change your portal to view data in your own language.
Your preferences pertain to the style of the user interface (UI), the report
format, and the language of the content or the output.
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Demo 4
Create a Report View and Set
Preferences
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icon.
4. If the File Download dialog box appears asking if you want to open or
save the file, click Open.
The report runs and displays in Excel format. The result appears as
shown below:
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9. Click OK.
The content of the report is set to French. Notice that the title and
description of the report view that we created is in French instead of
English (which is the language of the other report titles and descriptions).
10. In the top right corner, click Preferences, in the Default view section,
click the button beside List, in the Content language section, click
English.
11. Click OK.
The portal content reverts to English.
Task 4. Create multiple outputs of a report.
1. Beside Demo 4_Introduction to Cognos Connection, under Actions,
click Run with options - Demo 4_Introduction to Cognos
Connection .
The Run with options - Demo 4_Introduction to Cognos Connection
page appears.
2. Click Advanced options.
The Run with advanced options page appears.
3. In the Delivery section, click the button beside Save the report, print it,
or send an email, and then ensure that the Save box is selected.
4. In the Time section, ensure that the button beside Now is selected, and
then under Formats, clear the HTML check box, and then select the
PDF and the Excel 2000 Single Sheet check boxes.
5. Click Select the languages.
The Select the languages screen appears.
6. In the Available languages box, Ctrl+click French and German, click
the Add
icon, and then click OK.
We want to generate report outputs in English, French and German.
7. Click Run, and then click OK.
The report outputs will be generated at the specified time.
Task 5. View report output versions.
1. On the toolbar, click Refresh .
2. Beside Demo 4_Introduction to Cognos Connection, under Actions,
click View the output versions for this report - Demo
4_Introduction to Cognos Connection .
The View report output versions - Demo 4_Introduction to Cognos
Connection page appears.
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Instructional Tips
You may have to click Refresh more
than once if the reports do not
appear the first time.
INTRODUCTION
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3. Click the arrow beside Languages, and then click All languages.
The result appears as shown below:
The six report outputs were generated at once. There are three PDF
documents and three Excel documents. There are English, French and
German versions of each output type. You can also download a PDF
version of each report using the Download - PDF
icon.
Instructional Tips
You may have to launch the Adobe
Reader program to initialize it before
you click the PDF icon.
Results:
We created a customized report view of the Global Sales (1)
report in My Folders.
We then ran the report with options to create PDF and Excel
versions of the report in French and German. To ensure that
we achieved the desired result, we viewed the French PDF
output version of the report.
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Create links to make external files and Web sites easily accessible
from Cognos Connection.
New URL
Create URLs to keep the files and Web sites that you most frequently use
easily accessible.
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Additional Information
Folders within Public Folders are of
interest to and can be viewed by
many users. Administrators and
Authors organize content in Public
Folders to make it accessible to
other users.
Folders within My Folders can be
organized according to your
preferences. These are personal and
only accessible when you are logged
on.
You must have write access to a
folder to create entries in it.
Ensure that your folders are logically labeled and organized to make
locating reports quick and easy.
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Shortcut to a
report is
created in My
Folders.
The main benefit of a shortcut is that updating the source entry updates
the shortcuts in all locations.
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Additional Information
In the slide example, weve created a
shortcut to a Low Revenue Products
and it is stored in My Folders so a
user can access it in either place.
If you want to make a new report, it
may be easier to make a copy of an
existing report, modify it and resave
as something else. If you want to run
an existing report with a different
format, language, or delivery
method, create a report view.
You cannot update the source entry
by clicking the shortcut. Updating the
source updates all shortcuts to the
entry (for example, the "Shortcut to
Low Revenue Products" that we
created).
You can change access permissions
for a shortcut entry, but this will not
change the access permissions for
the source entry.
INTRODUCTION
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Organize Entries
To organize content in Cognos Connection, you can copy and paste
entries to create a replica of the entry in another location in the
portal.
COGNOS
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Instructional Tips
If an author wants to use a generic
report in Public Folders as the basis
for another report, they can make a
copy of the generic report and modify
it without affecting the original report.
Copy
contents
from
Public
Folders.
Additional Information
Review entries regularly and attempt
to group them logically. Consider
grouping the entries by type or
frequency of use.
Paste
contents
to My
Folders.
You can also rename, move, disable, delete, or specify the order of entries
within Cognos Connection.
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Additional Information
You can find types of entries by
leaving the search string empty and
selecting an entry type in the
advanced search criteria.
Entries for which you have access
permissions are included in the
search results.
Instructional Tips
To perform a search:
1. Select the highest level folder you
want to include in your search.
You can increase or limit the
folders to include in your search
by changing the Scope when you
enter the search criteria.
2. On the toolbar, click Search.
3. Type the phrase you want to
search for.
4. Choose the type of match
(contains, starts, or matches).
5. In the Scope box, click the folders
you want to include in the search.
6. In the Find text in box, click the
field you want to search.
7. In the Type box, click the type of
entry to search for.
8. In the Modified box, click the date
that the entry was last modified
(for example, click In last week if
you want to see the entries that
were updated in the last week).
9. Click Search. To open an entry
returned by the search, click its
link.
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Demo 5
Organize Content in Cognos Connection
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Instructional Tips
Authors can also open Query Studio,
Report Studio, Analysis Studio,
Event Studio, and Metric Studio to
create and manage reports, events,
and analyses.
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2. In the Name box, type Reports, and then in the Description and Screen
tip boxes, type Reports created for General Manager.
3. Click Finish.
The subfolder is added to Public Folders tab, as shown below:
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4. Click Paste.
The report is copied to the Public Folders, Go Sales and Retailers,
Reports location as shown below:
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Instructional Tips
For step 4, students may not be
connected to the network and
therefore may not be able to see the
Cognos Corporate Web site.
Results:
We created a subfolder on the Public Folders location to hold
the Demo 4_Introduction to Cognos Connection report view.
We then created a shortcut of the subfolder, so that the
contents exist on the My Folders location too. Finally, we
changed how entries in the folders appear on our screen and
added a URL link to Cognos corporate Web site.
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Additional Information
You can edit a page to change its
content, layout and style, and access
permissions. For example, changes
may be required when the portlets
initially added to the page are no
longer available, or the list of users
who can access the page has
changed.
You can delete pages in Cognos
Connection if you have the required
access permissions for the pages.
Deleting a page may affect your
portal tabs.
You choose the information that is most important to you and make it
available from personalized pages.
After you create the page, you can edit it to modify its content, specify its
layout and style, and set access permissions.
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Additional Information
Each page can include portlets from
the following groups:
Cognos Content:
Cognos Navigator: Select Cognos 8
content:
Cognos Search: Use the search tool
to find Cognos 8 content and open it.
Cognos Viewer: The content
selected in Cognos Navigator or
Cognos Search.
Cognos Extended Applications:
Custom content created by extended
applications toolkit or the SDK.
Metrics Manager:
Cognos Watch list. You can create
pages with scorecards to help
complement reports and content.
Also you can Integrate MM into 3rd
party portals IBM, WebSphere,
SAP EP, and Plumtree portals.
You can add Cognos Content and Cognos Utility portlets to your portal
pages. You can also add any other portlets that have been imported by
your administrator (that is, Cognos Watch list, RSS news feeds).
Cognos Utility:
Bookmark Viewer: active URLs that
represent specified Web sites.
Image Viewer: Images
HTML Viewer: Specified Web pages
RSS Viewer: A really simple
syndication (RSS) news feeds
represented by URL addresses. RSS
is a format summarizing news and is
used by many Web sites.
Really Simple Syndication (RSS) news feeds, Web sites, and stock
market and quotes
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Demo 6
Personalize a Portal
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on the toolbar.
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9. Click Cognos Content and select the Cognos Viewer check box.
10. Click Add to add the Cognos Viewer portlet to the selected entries, and
then click OK.
11. Click Next.
We have finished adding the portlets. Now, we will complete the wizard
by adding this page to a tab.
Task 3. Add the page to the portal tab.
1. On the Set page style New page wizard dialog box, under Title, type
Resources, and then click Next.
2. On the Select an action New page wizard dialog box, select the Add
this page to the portal tabs and View the page check boxes, and then
click Finish.
Instructional Tips
There is another way to add a page
to the portal tab. In Cognos
Connection, locate the page you
wish to add as a tab, then under
Actions, click the add page button
. The page will appear as a tab.
The Resources tab now appears as the last tab, as shown below:
Public Classroom
For this demo we are only modifying
the Bookmarks Viewer and the
Cognos Navigator portlets, but note
that any portlets available to you can
be edited.
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7. Click OK.
In the Cognos Navigation pane that the Action column is no longer
visible and the background appears in alternating colors.
Task 5. Modify the appearance of the portal.
1. In the top right corner, click Preferences.
2. On the General tab, under Style, click Contemporary.
3. Click Preview.
The Contemporary style template appears.
4. Click Close.
5. Clear the Show the Welcome page at startup check box, and then
click OK.
The portal tab appears with the new style along with the new portlet
views, as shown below:
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Instructional Tips
Note: In ReportNet 1.1, pages were
personal items only. Once
created, they appeared in a
users portal tab, which meant
that only individual users
could see their own pages.
The problem with this is that
you are not able to share your
pages with other users. This is
not the case with Cognos 8.
Additional Information
In Cognos 8 BI, the pages are "real"
content objects, the same as folders,
reports and URLs.
Other users who have access to these pages can choose to view them,
edit them (if they have write access), or even save a local copy to their
personal folder. Any modifications made to the page by the owner of the
page is circulated out to all users.
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Demo 7
Access a Shared Page
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Instructional Tips
The preference settings from Jorgs
page are not carried over to
Kazumis page. However, all other
layout changes do affect Kazumis
page. If students seem interested in
viewing the differences, then log
back on as Kazumi and go to the
page.
9. Click Log Off, and leave Cognos 8 open for the next demo.
Results:
As Jorg, we accessed Kazumis page and placed it as a tab on
our main page as a reference.
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Additional Information
You can enable portlet-to-portlet
communication on all Cognos
Content portlets and Utility portlets.
The report
displayed in
Cognos
Viewer was
selected from
the list of
reports
displayed in
Cognos
Navigator.
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Demo 8
Enable Communication between Portlets
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Instructional Tips
In the channel name box and the In a
destination portlet box, no spaces
are accepted. (that is, reportviewer is
accepted, but report viewer would
not be accepted).
16. Under View options, in the Portlet height in pixels box, type 450 and
then click OK.
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17. On the Cognos Navigator title bar, click Edit, and then in the In a
destination portlet box, type reportviewer.
With limited space on our page, we want to limit the number of entries
visible in our Cognos Navigator to 4.
18. Under number of entries, type 4 and then click OK.
19. On Cognos Search, click Edit.
20. In the In a destination portlet box, type reportviewer and then click OK.
This lets us browse in one page and not keep opening new browser
instances.
Task 2. Locate a report and render it in Cognos Viewer.
1. In Cognos Search, under Search string, type revenue, and then click
Search.
2. Click Low Revenue Products.
Instructional Tips
Note: It will take approximately 1
minute for the report to appear.
If a message appears saying "Click
the button to run the report" in the
Cognos Viewer, select the run icon
to run the report. This will only need
to be done the first time.
Click the button to run the report.
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Instructional Tips
The user has the option to hide just
the edit buttons, and/or hide the title
bars. Users can also, hide the
borders should they wish. Whatever
makes the page cleaner for their
personal use.
The Hide Edit buttons on the title bar check box is automatically selected
after the Hide title bars check box is selected.
4. Click OK.
The titles of the portlets and the edit buttons are no longer visible on the
page, as shown below:
5. Click Home and leave Cognos Connection open for the next demo.
Results:
We navigated, searched for, and viewed report results within
the same page by configuring portlet-to-portlet
communication.
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Summary
In this module, we have:
organized content
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Objectives
In this module, we will:
Public Classroom
If you intend to teach this module,
students should be familiar with:
Cognos Connection
Suggested module to reference:
Overview of Cognos 8 BI
Introduction to Cognos Connection
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Relational
Dimensionally
modeled
relational
dimensionally modeled
relational (DMR)
online analytic
processing (OLAP)
a combination of the
above
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Additional Information
Framework Manager publishes XML
based packages to the Cognos 8
server. The server compiles XML
into binary run-time information after
each publish. There may be a short
delay at first use due to compile time.
A model is a physical or business
representation of the structure of the
data from one or more data sources.
A model describes data objects,
structure, and grouping, as well as
relationships and security.
A model, called a design model, is
created and maintained in
Framework Manager. The design
model or a subset of the design
model must be published to the
Cognos 8 server as a package for
users to create and run reports.
Instructional Tips
DMR and OLAP models are
dimensionally modeled and allow
you to use drill capabilities,
specifically drill up, drill down and
drill through.
DMR model means that you can take
a relational data source and model
as a star schema, and then apply
hierarchies to allow drill behavior.
When working with DMR data, you
can perform OLAP-style querying.
OLAP models perform dynamic
multidimensional analysis of data.
Multidimensional analysis is a
process where you selectively
extract and evaluate multiple aspects
of your business against your key
performance indicators for the
purpose of decision support.
The different models are discussed
in module "Introduction to Cognos 8".
The drill capabilities are discussed in
module "Create Ad Hoc Reports in
Query Studio".
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Crosstab Report
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Additional Information
A report always uses the most
recently published version of the
package.
If the administrator has republished
the package since the report was last
opened, you will be notified that the
report will use the most recent
version of the package. You must
then save the report to complete the
update.
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Instructional Tips
Before creating the report, consider
the following questions:
What business question(s) do you
want to answer?
What type of report will most
effectively address these
questions?
Who is the target audience?
What data items and calculations
do you require in the report to
answer your business questions?
Additional Information
The grouped list report in the slide
example, contains four report items
that were added from the package.
The report also includes one
calculated column (Revenue
Percent) that was created by the
report author.
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The items you add from the package to your report are called report
items.
Report items appear as columns in list reports, and as rows and columns
in crosstab reports. By default, each new report item (column) follows
the last report item, but you can reorder the items. You can also click and
drag an item from the package to where you want it in the report.
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Instructional Tips
Charts are discussed further in the
"Create Reports in Query Studio"
module.
This chart contains one non-measure
(Product line).
A qualitative data item, such as golf equipment, is referred to as a nonmeasure. A quantitative data item, such as sales, is referred to as a
measure.
How the data is plotted in the chart depends on the chart type.
Additional Information
In the slide example:
the pie chart shows each value in
proportion to the whole (in other
words, as pieces of a pie)
you can have a maximum of two
non-measure in your column
chart, such as Product line and
Order method
you can include an unlimited
number of measures in your chart,
such as Quantity
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When you save a report in Query Studio, you are actually saving the
report specification: a set of instructions for extracting and formatting a
particular set of data.
You do not save a snapshot of the data when you click the Save or Save
As button. However, you can generate and save reports in other formats,
such as PDF, that reflect the state of the data at a particular time.
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Demo 1
Explore Query Studio
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Public Classroom
Because of the use of the VMware
image, students will not have to type
in the address in Task 1, Step 1.
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Summary
In this module, we have:
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CREATE
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Objectives
In this module, we will:
Public Classroom
Suggested modules to reference:
Overview of Cognos 8 BI
Introduction to Cognos Connection
Introduction to Query Studio
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Additional Information
The modeler creates the package in
Framework Manager and publishes it
to the Cognos Connection portal.
Packages can also be deployed by
the administrator.
Before you can create a report in Query Studio, you must have access to
a package that is available in the Cognos Connection portal.
Instructional Tips
You can tell that this report uses a
package built on a relational model,
because of the icons used to identify
query subjects and query items. The
query subject corresponds to the
table name in the data source. The
query item represents either a
column of qualitative (for example,
products name) or quantitative data
(or measure, for example revenue)
from the database.
In the slide example, we have a
package called GO Sales and
Retailers that contains data that we
can use in our ad hoc reports.
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Instructional Tips
The slide example shows a list report
with three columns. Each column is
derived directly from the package.
When you add report items to an empty report, you create a list report by
default.
By default, each column that you add gets its name from the
corresponding item in the package. You can rename the columns if you
want.
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You can only group report items containing text data or non-measure
numeric data, such as order numbers. You cannot group by measures,
such as Quantity.
Additional Information
When you group by row headings,
you:
reorder the rows of the selected
report so that identical values
appear together
suppress the display of duplicate
rows
show footer values for each
grouped report item that has
summarization turned on (such as
Product line in the slide example)
When you group by section
headings, you:
show the value of a selected
report item (such as Product line)
as the heading of a section
create a chart for each section, if
you specified charting
Grouping a report by measures
(such as individual quantities of each
product sold) would produce too
many groups that are useless for
data analysis.
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Before you can sort data, you must first select the column that you wish
to sort. You can then sort data by either:
When you select Sort, you can choose how you want the data to be
sorted.
Additional Information
You may want to sort the data in
descending (highest to lowest) order
instead of ascending (lowest to
highest) order.
When you sort on a numeric column,
the sort page appears, whether you
select the Sort icon or the menu
option.
When you sort on text, the sort page
appears only when you select the
menu option. If you select the Sort
button, the column will be sorted in
alphabetical order.
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Demo 1
Create, Sort and Group an Ad Hoc
Report
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Public Classroom
Because of the use of the VMware
image, students will not have to type
in the address in Task 1, Step 1.
3. On the Welcome page, click Query Studio, and then on the Select a
package page, click Go Sales and Retailers.
Query Studio opens with the Insert Data section of the menu selected.
4. In the menu on the left side, expand Products, and then
double-click Product type.
Product type is added as the first column of the report.
5. In the menu on the left side, expand Orders, and then double-click
Quantity and Revenue to add them to the report.
6. Under Orders, expand the Returned items folder, and then
double-click Return quantity to add it to the report.
7. Under Orders, double-click Order method to add it to the report.
The result appears as shown below:
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The data in the list report is grouped by each order method. For
example, we can see that 6,854 binoculars were sold by email.
2. Click the Order Method column header, and then on the toolbar, click
Create Sections
The report is divided into sections. Each section of the report contains
data specific to an order method (such as email).
3. At the bottom of the report, click Page Down.
The next page of the report is shown. This page contains data about sales
made by fax.
4. At the bottom of the report, click Bottom.
The last page of the report is shown. This page contains data about sales
made over the Web.
5. At the bottom of the report, click Top.
We are returned to the first page of the report.
Task 3. Sort the data.
1. In the menu on the left side, click Edit Data.
The editing options are shown.
2. Click the Return quantity column header, and then on the toolbar, click
Sort.
The Sort page appears.
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Instructional Tips
The sort page appears because this
is a numeric column.
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3. In the Sort Order area, click the button beside Descending (9 to 1), and
then click OK.
The result appears as shown below:
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When you paste a column that you have cut to the clipboard, the column
is moved to the left of the column that you have selected.
Instructional Tips
In the slide example, we permanently
deleted the Revenue Percent column
from the report.
If you delete a column that
references a filter, you will be
prompted to delete the filter as well.
If you delete the column without
deleting the filter, the data in the
report will still be filtered by the
criteria you set previously.
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Instructional Tips
Collapsing a report removes a level
of detail. In the slide example, we
collapsed the report one level, which
removed the Product name column
from the report. Product type
became the lowest level.
We then collapsed the report a
second time, which removed the
Product type column, to make the
lowest level of detail Product line.
When we collapsed the report one
last time, we removed all detail from
the report. All we can see is the total
number of products sold (2,215,354)
and the total revenue generated by
these product sales
($171,576,387.88).
After collapsing the report three
times, we cannot collapse it any
further. However, if we want to see
how Quantity and Revenue break
down by Product line, Product type,
and Product name, we can click the
Expand Group button on the toolbar
to see the detail again.
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Additional Information
In a crosstab report, the selected
column produces the column
headers. The remaining columns
become the rows of the report.
You can pivot on more than one non-measure column to create a nested
crosstab.
Instructional Tips
The report on the right side of the
slide example displays the total
number of products sold in each
country, broken down by product
line. The intersection of each row
and column displays a summary
value.
For example, we can add Cities
underneath the Country column
headers at the top of the report.
Adding this report item will further
subdivide sales by individual cities in
each country.
However, if we have data about
many cities, the resulting nested
crosstab will contain a large amount
of data, forcing the user to scroll
back and forth to see everything. In
fact, this type of nested crosstab
may contain too much data to be
useful for analysis.
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Demo 2
Create an Ad Hoc Crosstab Report
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2. In the menu on the left side, under Orders, double-click Order method
to add it to the report.
3. In the menu on the left side, under Products, double-click Product line
to add it to the report.
4. In the menu on the left side, under Orders, double-click Revenue to add
it to the report.
The result appears as shown below:
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Instructional Tips
This demo does not have to be
saved.
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You must have at least one measure and one non-measure in your report
to create a chart.
When you create a chart, Query Studio plots data that has been
summarized at the highest level of detail.
When you create the chart, you can specify that you want to see both the
chart and the actual values in the report. In the slide example, we are only
viewing the chart.
Instructional Tips
In the slide example, the measure is
Quantity, and the non-measures are
Product line and Country. For
example, 103,412 units of camping
equipment were sold in Germany.
Additional Information
You can focus the chart by
eliminating unnecessary measures
from your report and by reordering
the columns.
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Use a bar chart to place less emphasis on time and focus on comparing
values.
Your situation
Chart type
Pie
You want to highlight values for easy comparison and plot your
numbers vertically.
Column
You want to highlight values for easy comparison and plot your
numbers horizontally.
Bar
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Instructional Tips
In charts based on a dimensionally
modeled package, the pointer
changes to a hand when you pause
over a drillable item, and a tooltip
indicates what you are drilling on.
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Your situation
Chart type
Line
Area
Column line
Radar
Additional Information
The data markers in a line chart take
up little space. When you move the
pointer over a data marker in a line
chart, a screen tip appears
containing the label and value of the
data marker.
When using an area chart, you can
select a stacked configuration
(covered later in this module) to
show the relationship of parts to the
whole.
In a column line chart, the second
quantitative axis appears on the right
side of the chart. As a result, the line
that tracks the second measure (for
example, gross margin) crosses the
columns that track the value of the
first measure (for example, revenue).
The columns that track the first
measure are aligned along the
bottom axis.
A radar chart plots the values of
measures along multiple axes.
These values are then joined to
adjacent axes by connecting lines.
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Additional Information
When you create standard charts using
multiple measures, you can distinguish
each measure by the color of its data
marker.
Your situation
Chart variation
Standard
Stacked
100% Stacked
3-D Axis
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Additional Information
The functions available when
creating calculations are restricted by
functions available in the data
source.
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Instructional Tips
In the slide example, we are
calculating the percentage that each
countrys sales of camping
equipment contributed to the total.
We can see that the United States
represents the largest contributor, at
20.71%.
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Instructional Tips
You can only get a count of
individual text data values, not an
average or sum of these values.
Additional Information
You have to know what summary
function you have applied to a
column. It is not indicated in the
summary line.
On average, each
order in 2004
contained 140,426
items.
Function
Description
Total
Count
Maximum
Minimum
Average
Calculated
Automatic
None
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Demo 3
Calculate Data in an Ad Hoc Report
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Instructional Tips
If you Ctrl+click more than one
column (for example, Revenue and
Quantity), you can only choose one
column in the Report item box of the
Calculate page to create the
Percentage of Total Revenue
calculation.
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Instructional Tips
This demo does not have to be
saved.
Results:
We added a calculation that shows the percentage of revenue
that each product type contributed to the whole. We then
sorted the data to see which product type contributed the
greatest to the total revenue.
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Dimension
Hierarchy
Level
Measures Dimension
Instructional Tips
For example, if you add the root level
from the Products dimension,
(Products) to your query, a Products
item will appear in the column. This
item is the parent and rollup of all
items in the Products dimension and
can be drilled down on to view the
next level of detail (Product lines).
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Additional Information
Drill Up and Drill down options are
only available when working with a
dimensional model.
You can access the drill options
using the toolbar button or the rightclick menu.
You can disable drill up and drill
down. From the Run Report menu,
click Advanced Options, and then
clear the Enable drill up and drill
down in the report output check box.
You can drill down or drill up on both
rows and columns at the same time
by right-clicking an intersection cell,
and then clicking Drill Down or Drill
Up.
Drilling down lets you narrow the focus of your report by displaying a
more detailed level of data.
You can also expand the focus of your report by drilling up.
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Instructional Tips
The target report only shows data for
the Americas, which is why the
Revenue for 2004 Camping
Equipment is much lower than in the
Query Studio report.
Additional Information
Drill-through definitions are created
in Cognos Connection and allow
users to navigate to a specific target
from any query, report, or analysis
that uses a specific package.
Before you can navigate to another target, you must create a drill-through
definition for the package you are using.
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Demo 4
Navigate Dimensional Data
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Additional Information
Here you are using Drag whereas
before you used 'double-click'
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2. Click the Cooking Gear row header (not the label), and then on the
toolbar, click Drill Up
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Instructional Tips
Row header = area around the text
in the box. Row label = text
Instructional Tips
If you want to drill down on only one
dimension, you can click an item in
the legend.
Instructional Tips
This demo does not have to be
saved.
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Demo 5
Insert a Calculated Column and Display a
Chart
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Swapping rows and columns on a crosstab allows you to see the same
level of detail, but with the rows as columns, and vice versa. If you have a
chart, you have the option of swapping rows and columns in the chart as
well.
3. Click the Camping Equipment column header (not the label), and then
on the toolbar, click Delete.
4. From the Insert Data menu, expand Measures, and then drag Gross
Profit to the right of Revenue.
Instructional Tips
Notice that when you are editing an
existing report, the Edit Data menu is
opened.
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2. In the chart type list, select Column-Line and Standard, keep the other
defaults, and then click OK.
3. In the chart, drill down on 2005 Q1.
The result appears as shown below:
Additional Information
We are working with
dimensional data again in this
model. Note how drill options
work with a chart.
By hovering over a data points in the graph, you can see the values that
are reflected in the table below.
From the graph, we see that in Jan 2005, the Gross profit was
$3,063,274.66.
4. Click Cognos Connection, and click OK to navigate away from this
page.
5. Log off and close Cognos Connection.
Results:
We modified an existing report, added a calculation and
displayed the results graphically.
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When you are editing a report in Query Studio, you can run the report in
Cognos Viewer to see how it will look to end users.
In the menu on the left side, click Run Report, and then specify whether
you want to view the report in PDF, CSV, XML, or XLS format.
You can also preview the data in edit mode. You can choose to view all
the data, some of the data, or none of the data.
Instructional Tips
In the slide example, when you look
at a report in Cognos Viewer, you
can specify the language and the
format. For example, you can
examine a German translation of the
data in PDF format.
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You may also choose to generate and print the report in PDF format.
Instructional Tips
In the slide example, we are printing
a report directly from the browser.
However, instead of selecting the
Print option from the File menu, we
are right-clicking a frame of the
report and then selecting the Print
option. By using this method, we
avoid printing out a hard copy
version of the entire user interface.
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Summary
In this module, we have:
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Workshop 1
Create a Ranked Report
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Create a new report in Query Studio that includes Product name and
Revenue.
Add a calculated column called Rank that returns the ranking of each
product. The operation type is Analytic and the operation itself is Rank.
Move the Rank column to the far left side of the report and sort the data
ascending (lowest to highest values).
For more detailed information outlined as tasks, see the Task Table on the next
page.
For the final query results, see the Workshop Results section that follows the
Task Table.
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Where to Work
Hints
Calculate page
Revenue column.
Operation: Rank.
Revenue column.
Operation: % of total.
My Folders >
Wkshp1_Create Reports in
Query Studio.
Calculate page
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Workshop 1: Results
When complete, the report appears as shown below:
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Public Classroom
Because of the use of the VMware
image, students will not have to type
in the address in Task 1, Step 1.
3. On the Welcome page, click Query Studio, and then on the Select a
package page, click Go Sales and Retailers.
Query Studio opens with the Insert Data section of the menu selected.
4. In the menu on the left side, expand Products, and then
double-click Product name to add it to the report.
5. In the menu on the left side, expand Orders, and then
double-click Revenue to add it to the report.
Task 2. Add a calculated column to return the rank of each
product.
1. Click the Revenue column header, and then on the toolbar, click
Calculate.
The Calculate page appears.
2. In the Operation type list, click Analytic, and then in the Operation list,
click Rank.
3. In the New item name section, type Rank.
4. Click Insert.
Each product is ranked by the revenue it has generated. We can see that
Star Dome, with over 14 million dollars in revenue, is the highest-ranking
product.
5. Click the Rank column header, and then on the toolbar, click Sort.
The data is sorted according to rank. Star Dome is at the top of the list.
Task 3. Add a calculated column to return a percentage.
1. Click the Revenue column header, and then on the toolbar, click
Calculate.
The Calculate page appears.
2. In the Operation type list, click Percentage, and then in the Operation
list, click % of total.
3. In the New item name box, type Percentage of Total.
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4. Click Insert.
The calculated column is added to the report. We can see that Star
Dome, the highest-ranking product, represents over eight percent of the
total sales of all the products.
5. Click the Rank column header, on the toolbar, click Cut, and then click
the Product name column header.
6. On the toolbar, click Paste (before the selected report item).
The Rank column is moved to the far left of the report.
Task 4. Save the report.
1. On the toolbar, click Save As.
The Save As page appears.
2. In the Name box, type Wkshp 1_Create Reports in Query Studio.
3. Under Location, click Select My Folders, and then click OK.
The report is saved to My Folders.
4. Close Internet Explorer.
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Objectives
In this module, we will:
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You can use conditional styles with numeric data, text data, and date
values.
You can use a predefined style, or you can create your own style.
Instructional Tips
In the above example, we use
conditional styles to highlight all
revenue greater than five million in
green.
Additional Information
To create your own style, click the
Edit button beside the appropriate
range.
If you attempt to change a
predefined style, Query Studio
automatically creates a custom style
rather than change the predefined
style.
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Demo 1
Use Conditional Formatting
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Public Classroom
Because of the use of the VMware
image, students will not have to type
in the address in Task 1, Step 1.
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We now have two ranges: the lower is 160,000 and below, and the upper
is above 160,000.
4. In the New value box, type 50000, and then click Insert.
Notice three ranges:
5. In the highest value range, in the dropdown list, click Excellent (has a
default color of green).
6. In the lowest value range, in the dropdown list, click Poor (has a default
color of red).
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7. Click OK, and then click in the white space to clear the Revenue column.
We can see all values greater than 160,000 highlighted in green, and all
values lower than 50,000 highlighted in red, as shown below:
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Filtered report
You can create custom filters or use filters that are included in the
published package (model filters).
When you filter on a numeric report item or date report items, you
specify a range of acceptable values.
On missing values.
Additional Information
You must have a column selected before
you can select the filter option. You can
either click the Filter button on the toolbar
or select the Filter option from the Edit Data
section of the menu.
When you filter on dimensional data, you
have the ability to see the parent. This is a
useful feature if you have duplicate entries,
for example, two staff members with the
same name, reporting to different
managers.
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Instructional Tips
In the screen capture on the left side
of the slide example, the company
sold 224,110 camping equipment
products. This summary value is
made up of three detail values:
103,412 from Germany, 3,562 from
Japan, and 117,130 from United
States.
We created a filter to exclude
countries that sold more than 30,000
items in a particular product line.
After applying this filter, the Germany
and United States rows were
removed from the Camping
Equipment section of the report,
because more than 30,000 items
were sold in these countries.
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You can filter on the group summaries, such as the total number of
camping equipment products sold.
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Records in
the data
source that
have
quantities of
50 or more
are
summed.
Filtered report
Data source
A report may contain only aggregated (summed) data, such as the total
number of camping equipment products sold in the United States.
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Instructional Tips
In the slide example, 117,136
camping equipment units were sold.
This value is calculated by
summarizing the values from
individual orders.
In the filter, we are specifying that we
only want to see data from orders
where 50 or more units were
purchased at one time. Orders of
less than 50 units are removed from
the report, and the summary value
for the product lines is re-calculated.
As we can see from the slide
example, the re-calculated summary
values are lower in the filtered report.
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indicate that you want to prompt the user to select values from the
query item included in the filter, every time you run the report
The contents of the report reflect the one or more values selected in the
prompt.
Instructional Tips
In the slide example, the user must
select one or more countries to
determine what data they want to
see in the report. The user selected
Australia, Canada, and Germany, so
the resulting report only contains
data for those countries.
Additional Information
You select items to include in your
prompt filter and run the report. The
next time the report is run, the items
that you selected previously are
selected by default in the prompt.
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Demo 2
Filter and Calculate Data in an Ad Hoc
Report
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3. Click the Product type column header, and then on the toolbar, click
Group
Instructional Tips
If you Ctrl+click more than one
column (for example, Revenue and
Quantity), you can only choose one
column in the Report item box of the
Calculate page to create the
Percentage of Total Revenue
calculation.
At this point, you may want to show
the model filters that have been
included with the package. The
model filters are located in the Filters
folder at the bottom of the menu on
the left side.
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Demo 3
Use a Prompt to Filter Data
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select the Prompt every time the report runs check box
from the Show only the following list, clear the Canada check box
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3. Click OK.
The report appears as shown below:
Notice that the filter at the top of the report, is not specific to any
country. We will be prompted to select a country every time the report
runs. Since we can select multiple countries, we will add a country
column to the report so that the country specific sales are easily
identified.
Task 2. Add the county column to the report.
1. In the menu on the left side, click Insert Data, if not already selected,
and then expand Sales branch address.
2. Double-click Country.
Country column is added to the report.
Task 3. Run the report.
1. On the toolbar, click Run with All Data (and re-prompt)
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Demo 4
Combine Filters
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2. Select the Prompt every time the report runs check box, and then
click OK.
Since a filter on Country already exists, the Combine filters screen
appears as shown below:
3. Click OK.
4. Repeat steps 1 through 3 for Order month.
5. Click the Order year column and click Delete.
The Delete Filter screen appears, prompting us to delete the associated
filter as well as the column.
6. Click No.
7. Repeat steps 5 and 6 for the Order month column delete the order
month column.
8. Click the Product type column, and then click Filter.
9. From the Filter dialog box, select Binoculars, and then click OK.
The Combine filters screen appears as shown below:
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6. Click OK.
The report appears as shown below:
Note: The report displays data for all years and all months. After
running the report and selecting the prompt values for year and
month, the reported data will change.
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Demo 5
Run a Report Using Advanced Options
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and when
2. In the data tree, expand Orders if not already expanded, and then
double-click Order year, Order method, and Revenue.
Task 2. Add a year filter for 2005.
1. Click the Order year column header, and then on the toolbar, click
Filter.
2. In the From box, type 2005, in the To box, type 2005, and then click
OK.
The report appears as shown below:
We can see that E-mail orders produced over nine million in revenue for
2005. We now want to verify how many E-mail orders on January 4,
2005 contributed to total E-mail revenues.
Task 3. Add a new column and add a new filter for
January 4, 2005.
1. From the Orders list, double-click Order date.
2. Click the Order date column header, and then on the toolbar, click
Filter.
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4. Click the calendar next to To Date box and select Jan 5, 2005.
5. Click OK.
6. From the Combine Filters dialog box, click OK.
The report appears as shown below:
We can see that on January 4, 2005 E-mail revenue was $10,408.08 of the
total revenues for 2005. We can run the report and choose to not
suppress duplicates in order to view how the $10,408.08 E-mail orders
are broken down.
Task 4. Run the report with advance options.
1. In the menu, click Run Report and then click Advanced Options.
2. Clear the Automatically summarize detail value, suppressing
duplicates check box as shown below:
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3. Click OK.
Duplicate values for E-mail orders are not suppressed. The report
appears as shown below:
Notice that there were three E-mail orders for January 4, 2005. The
summary total for January 4, 2005 is the same as the summary total in
task 3 step 6 of this demo.
4. Leave Query Studio open for the next demo.
Results:
We created a report to examine revenue for order methods by
order year. We filtered the report on the year 2005 to identify
total revenue generated by E-mail orders. We also added
another filter for January 4, 2005 and ran the report again to
verify how many E-mail orders occurred on January 4, 2005.
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Format a Report
The formatting
options available to
you depend on the
type of data you
want to format.
You can format text,
numbers, currency,
percentages,
scientific
expressions, date
and time.
Format a
percentage
column with
decimal places
and negative
signs.
Format text
with font,
size,
weight,
style and
alignment.
Use the Style toolbar or the Change Layout menu to format a report.
When inserting a new column in a list report, the column inherits the
formatting of the column to its left. If you insert the new column to the
left of the first column, it inherits the formatting of the first column.
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Demo 6
Format a Report
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Instructional Tips
If students cant see the Change
Font Styles button on the toolbar,
ensure the style toolbar is visible.
To make it visible, click Show Style
Toolbar
located at the end of the
Standard Toolbar.
The column headers display the new formatting. We now want to add a
title and a filter to the report.
Task 2. Add a title and filter to the report.
1. Click Title at the top of the report.
2. In the Title box, type Order Report, and then click OK.
The new report title displays at the top of the report. We want to filter
the report on the year 2005.
3. Click the Order year column header, and then on the toolbar, click
Filter.
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4. In the From box, type 2005, in the To box, type 2005, and then
click OK.
The report displays data only for the year 2005, as shown below:
We will format the new report title and the filter text that displays at the
top of the report.
Task 3. Format the report title and filter text.
1. On the toolbar, click Change Font Styles.
2. Change the font properties to the following:
Style: Italic
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5. Select the Title, and Filters check boxes, and then click OK.
The report title and filter text are formatted, as shown below:
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Additional Information
Query Studio uses templates that are
authored in Report Studio of
Cognos 8.
Templates provide a mechanism to
easily format a report and support
images and other objects.
The Query Studio templates can be
used to customize page headers and
footers and to re-style layout objects.
The template is applied to the report when you run the report, therefore
changes to the template are applied to the report immediately.
Within the page header and footer, many layout objects can be used in a
Query Studio template:
Image
Table
Date
Block
Time
Text item
Hyperlink
Page number
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Demo 7
Apply Company Reporting Standards to a
Query Studio Report
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6. Click OK.
The report appears as shown below:
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Summary
In this module, we have:
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Whats Next
Cognos 8 BI
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On-Site Training
Cognos offers on-site training, a cost-effective, flexible solution when you have
eight or more people to train at one time on a common topic. Courses can be
delivered when you need it, customized with your data, and delivered by
Cognos experienced instructors.
WHAT'S
NEXT
Custom Training
Custom Training
All our classroom and e-Learning courses can be customized to highlight your
business, with your data. Creating a custom course that includes personally
relevant topics makes it easier to learn, leading to greater productivity.
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Certification
The Cognos Customer Certification program recognizes individuals
who have obtained superior knowledge and skills with Cognos
products.
Free Certification
WHAT'S
NEXT
Additional Information
At Cognos, we recognize that learning is not just something you do when you
go on a course - it is an ongoing, continuous process.
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End-to-End Workshop
Cognos
Confidential
Cognos 8 BI
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END-TO-END
WORKSHOP
Workshop 1
End-to-End Workshop
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End-to-End Workshop
Management and business analysts at The Great Outdoors have a number of
questions that they want to answer. For example, they want to see which sales
reps have achieved sales of over $500,000 in 2004. You, Estelle Johnson, a
business analyst can help provide answers to these business questions by creating
several ad hoc reports. Once you have created these reports, customize and
schedule them as necessary.
To accomplish this:
A-4
Create a grouped list report that includes Staff name, Revenue, Date
hired, Position and Order year. Group the report on Order year and sort
the report in ascending order by Revenue. Run the report with no data
and with all data.
Filter the report to include only those sales reps that have achieved more
than $500,000 in sales in 2004.
Add a third filter that includes a prompt, which allows the report
consumer to see data regarding a selected employee. View information
about Anders Nilsson, and then adjust the filter so that it again selects
four specific employees with sales over $500,000 in 2004.
Format the report data as British pounds, and then change the title to
"Sales Rep Revenue Report". Re-order the columns so that Revenue is to
the left of Staff name, and then save the report to the Ad Hoc Analysis
subfolder as Sales Rep Revenue Report.
Create a new report with Product line, Order method and Revenue
columns, and then pivot the data on the Product line column.
Add a column chart to the report (include both the chart and the report
data) and then save the report to the Ad Hoc Analysis subfolder as
Product Line Crosstab Report.
END-TO-END
Create a new report with Product line, Product type, and Quantity.
Group the report by Product line and average the quantity values for
each product type. Sort the data by Quantity in ascending order and then
save the report to the Ad Hoc Analysis subfolder as Average Product
Sales Report.
Generate HTML and PDF report outputs for the Average Product Sales
Report in English, French, and German. View the German HTML
output and the French PDF output in Report Viewer.
Create a job for the three reports called Ad Hoc Reports. Schedule the
job to run every Tuesday at noon effective immediately with no end date
specified.
WORKSHOP
For more detailed information outlined as tasks, see the Task Table on the next
page.
For the final results, see the Workshop Results section that follows the Task
Table.
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Where to Work
Hints
1. Customize Cognos
Connection.
Cognos Connection
Click Preferences.
Thousands separator.
Filter Page
Filter
Edit Data
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END-TO-END
Task
Where to Work
Hints
Chart button
WORKSHOP
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Task
Where to Work
Hints
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END-TO-END
WORKSHOP
After adding the chart, the Product Line Crosstab appears as shown below:
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After calculating the data, the Average Product Sales Report appears as shown
below:
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END-TO-END
WORKSHOP
Public Classroom
Because of the use of the VMware
image, students will not have to type
in the address in Task 1, Step 1.
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END-TO-END
WORKSHOP
4. Click OK.
Data for Anders Nilsson appears in the report. The report runs and
contains data pertaining to Anders Nilsson only. This sales rep generated
$514,498.38 in revenue in 2004.
You can test the prompt by re-running the report.
5. On the toolbar, click Run with All Data (and re-prompt).
The Prompt page appears.
6. Scroll through the values in the Provide a value box.
You can see that Anders Nilsson is pre-selected because of the filter that
you created previously. If you click Finish at this point, data for Anders
Nilsson will be shown.
7. Ctrl+click Anders Nilsson, Bjorn Winkler, Donald Chow, and Maria
Laponder, to select these sales reps.
8. Click Finish.
The report displays data for the four employees that they have generated
more than $500,000,000 in revenue.
Task 5. Format data in the report.
1. Click the Revenue column header, in the menu on the left side, click
Edit Data, and then click Format Data.
The Format page appears.
2. In the Category list, click Currency, and then in the Currency list, click
(GBP) - United Kingdom, pound.
3. In the Thousands separator box, click Yes, and then click OK.
4. At the top of the report, click Title.
The Edit Title page appears.
5. In the Title box, type Sales Rep Revenue Report, and then click OK.
The new title is added to the report.
6. On the toolbar, click Save.
The Save As page appears.
7. In the Name box, type Sales Rep Revenue Report, click Select
another location, and then click the button beside Ad Hoc Analysis.
8. Click OK twice to save the report to the subfolder.
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7. In the Sort Order section, click Ascending (1 to 9), and then click OK.
The data in the report is sorted by the average quantity of each product
type sold.
8. On the toolbar, click Save.
The Save As screen appears.
9. In the Name box, type Average Product Sales Report, and then
click OK.
Task 9. Generate report outputs.
1. In the top right corner, click Cognos Connection, click the My Folders
tab, then click the Ad Hoc Analysis folder, and then beside the Average
Product Sales Report, click Run with options - Average Product Sales
Report.
The Run with options page opens.
2. Click the Advanced options link, in the Delivery section, click Save the
report, print it, or send an email, and then ensure that the Save
checkbox and the Save the report button are selected.
3. In the Formats section, ensure that the HTML box is selected, and then
select the PDF checkbox.
4. In the Languages section, click Select the languages.
The Select the languages page opens.
5. In the Available languages box, Ctrl + click French and German, and
then click Add.
6. Click OK, click Run, and then click OK.
The report runs and report outputs are generated in HTML and PDF
formats.
7. After a few moments, on the Cognos Connection toolbar, click Refresh,
and then beside Average Product Sales Report, click View the output
versions for this report.
8. Click the downward pointing arrow beside Languages, and then click
(All languages).
The View report output versions page opens. Six report outputs were
generated in three languages and two formats.
9. Click the HTML icon to the left of German.
The German HTML report output opens in Cognos Viewer.
10. Click the Return button on your browser, and then click the PDF icon
to the left of French.
The French PDF report output opens in Cognos Viewer.
11. Click the Return button at the top of the report, and then click Close.
2005, Cognos Incorporated
Cognos Confidential. For internal use only.
This guide contains proprietary information which is protected by copyright.
No part of this document may be photocopied, reproduced, or translated into another language.
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INDEX
Index
A
activity monitoring, 1-28
analysis in Analysis Studio, 1-24
Analysis Studio, 1-7
C
calculate data, 4-23, 4-24, 4-27, 4-36
charts, 3-9, 4-19, 4-20, 4-22, 4-36, A-14
Cognos 8 Business Intelligence, 1-4
Cognos Connection
accessing external files, 2-38
accessing shared pages, 2-54, 2-55
folders, 2-39
introduction, 2-4
preferences. See Cognos Connection:specifying
properties
roles and responsibilities, 2-5
searching entries, 2-42
shortcuts, 2-40
specifying properties, 2-31, 2-32, 2-33
Cognos Planning, 1-5
conditional styles, 5-4, 5-5
Corporate Performance Management, 1-41-5, 1-7
creating a report view, 2-30
crosstab, A-14
pivoting, 4-15, 4-16
cube, 1-24
custom groups, 4-26
D
dashboard, 1-25
dashboarding, 1-5
data
expand and collapse, 4-14
reordering columns, 4-13
sorting in reports, 4-7, 4-27
summarizing, 4-25, 5-29, 5-30
data foundation, 1-29
Data Manager, 1-29
dimensional, 1-15, 4-30
drilling up and drilling down, 4-31, 4-33
go to related data, 4-32
dimensionally modeled relational, 1-11, 1-12, 3-5
E
Enterprise Planning, 1-14
event detection, 1-27
Event Studio, 1-7
M
MDX, 1-13
member, 1-12
Metric Studio, 1-7
modeling, 1-9
O
OLAP, 1-9, 1-11, 3-5
open data access, 1-9
P
packages, 3-5
portal, 1-30
portlets, 1-30, 2-48, 2-49, 2-50, 2-58, 2-59
PowerCube, 1-10
PowerPlay, 1-10
Q
Query Studio, 1-7
introduction, 3-4
R
relational, 1-15, 3-5
Report Studio, 1-7
reports, 3-6
adding data, 3-8
creating, 4-4
defining, 2-6
distributing, 2-29
formatting, 5-34, 5-35, A-13
job. See reports:scheduling
opening, 3-7
printing, 4-40
ranking, 4-43
running, 2-7, 2-15
saving, 3-10
scheduling, 2-8, 2-9, 2-10, 2-11, 2-19, 2-23
viewing, 2-12, 2-13, 2-14, 4-39, A-15
ROLAP, 1-11
S
scorecarding, 1-5
single architecture, 1-6
single platform, 1-4, 1-5
T
F
W
watch list, 1-28
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