IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2) Student Guide Vol 1 Course Code: B5258

Transcription

1 IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2) Student Guide Vol 1 Course Code: B5258

2 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.1) IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2) B5258 ERC: 1.0 Published September 2012 Licensed Materials Property of IBM Copyright IBM Corp. 2003, 2012 US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM corp. IBM, the IBM logo, ibm.com, Cognos, and DB2 are trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at Copyright and trademark information at Adobe, is either a registered trademark or trademark of Adobe Systems Incorporated in the United States, and/or other countries. Microsoft, Windows, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Oracle and/or its affiliates. P , 2012, IBM Corporation

3 PREFACE Contents PREFACE... P-1 CONTENTS...P-3 COURSE OVERVIEW...P-7 DOCUMENT CONVENTIONS...P-9 WORKSHOPS...P-10 YOUR FEEDBACK...P-11 IBM PRODUCT HELP...P-12 INTRODUCTION...INTRO-1 COURSE OBJECTIVES...INTRO-3 COURSE MODULES...INTRO-4 COURSE MODULES (CONT'D)...INTRO-5 ADDITIONAL TRAINING RESOURCES...INTRO-6 OVERVIEW OF IBM COGNOS BI OBJECTIVES IBM SMARTER ANALYTICS ANTICIPATE TO SEE, PREDICT, AND SHAPE BUSINESS OUTCOMES IBM COGNOS BUSINESS INTELLIGENCE (BI) CAPABILITIES IBM COGNOS 10 FAMILY IBM COGNOS BI ENTERPRISE COMPONENTS IBM COGNOS BI ARCHITECTURE (HIGH LEVEL) IBM COGNOS BI SECURITY IBM COGNOS BI GROUPS AND ROLES DEMO 1: EXPLORE IBM COGNOS BI EXTEND IBM COGNOS BI SUMMARY , 2012, IBM Corporation P-3

4 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.1) INTRODUCTION TO THE REPORTING APPLICATION OBJECTIVES WHAT IS REPORT STUDIO? EXPLORE THE ENVIRONMENT EXAMINE THE EXPLORER BAR EXPLORE REPORT TEMPLATES GENERATE THE REPORT CHANGE THE PROPERTIES OF AN OBJECT DEMO 1: CREATE A SIMPLE REPORT DIMENSIONALLY-MODELED AND DIMENSIONAL DATA SOURCES DEMO 2: CREATE A REPORT FROM A DIMENSIONALLY-MODELED RELATIONAL DATA SOURCE SUMMARY WORKSHOP 1: CREATE A RETURNED ITEMS REPORT CREATE LIST REPORTS OBJECTIVES EXAMINE LIST REPORTS GROUP DATA FORMAT LIST COLUMNS INCLUDE LIST HEADERS AND FOOTERS DEMO 1: ENHANCE A LIST REPORT UNDERSTAND FACT/MEASURE DATA UNDERSTAND AGGREGATE DATA UNDERSTAND DIFFERENCE IN AGGREGATION DEMO 2: EXPLORE DATA AGGREGATION USE SHARED DIMENSIONS TO CREATE MULTI-FACT QUERIES DEMO 3: CREATE A MULTI-FACT QUERY IN A LIST REPORT ADD REPEATED INFORMATION TO REPORTS DEMO 4: CREATE A MAILING LIST REPORT SUMMARY WORKSHOP 1: CREATE AND FORMAT A LIST REPORT P , 2012, IBM Corporation

5 PREFACE FOCUS REPORTS USING FILTERS OBJECTIVES CREATE FILTERS FILTER YOUR DATA WITH ADVANCED DETAIL FILTERS DEMO 1: APPLY FILTERS TO A REPORT DETERMINE WHEN TO APPLY A FILTER WITH AGGREGATION DEMO 2: APPLY A DETAIL FILTER ON FACT DATA TO A REPORT FILTER YOUR DATA WITH SUMMARY FILTERS DEMO 3: APPLY A SUMMARY FILTER TO A REPORT APPLY PRE-DEFINED SOURCE FILTERS SUMMARY WORKSHOP 1: CREATE A REPORT FOCUSED ON TOP PERFORMING PRODUCT TYPES AND PRODUCT LINES CREATE CROSSTAB REPORTS OBJECTIVES CREATE A CROSSTAB REPORT ADD MEASURES TO CROSSTAB REPORTS DEMO 1: CREATE A SIMPLE CROSSTAB REPORT CREATE COMPLEX CROSSTAB REPORTS CREATE CROSSTAB NODES AND CROSSTAB NODE MEMBERS DEMO 2: CREATE COMPLEX CROSSTAB REPORTS FORMAT CROSSTAB REPORTS ADD UNRELATED ITEMS TO CROSSTAB EDGES DEMO 3: SORT AND FORMAT A CROSSTAB REPORT SUMMARY WORKSHOP 1: PRESENT UNRELATED ITEMS IN A CROSSTAB USING A DISCONTINUOUS CROSSTAB , 2012, IBM Corporation P-5

6 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.1) PRESENT DATA GRAPHICALLY OBJECTIVES CREATE A CHART REPORT DIFFERENT CHART OPTONS CREATE CHARTS CONTAINING PEER AND NESTED ITEMS CREATE AND REUSE CUSTOM CHART PALETTES ADD DATA-DRIVEN BASELINES AND MARKERS TO CHARTS DEMO 1: CREATE AND FORMAT CHART REPORTS COMPARE VALUES AND HIGHLIGHT PROPORTIONS USING GAUGE CHARTS AND PIE CHARTS DEMO 2: CREATE A GAUGE REPORT AND A PIE CHART REPORT DISPLAY ITEMS ON SEPARATE AXES DEMO 3: SHOW THE SAME DATA GRAPHICALLY AND NUMERICALLY CUSTOMIZE CHARTS SUMMARY WORKSHOP 1: CREATE A DASHBOARD REPORT P , 2012, IBM Corporation

7 PREFACE Course Overview Course Overview IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2) is a three-day, instructor-led course. It is designed for professional report authors to learn report building techniques using relational data models, and methods of enhancing, customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product. Intended Audience Professional Report Authors Topics Covered Topics covered in this course include: Explore Report Studio, different report types (list, crosstab, chart, map, statistics) Create and format reports using grouping, headers, footers, and other formatting options Focus reports by filtering data and using prompts Add value to your reports using calculations and additional report building techniques Enhance reports with advanced formatting and exceptional data highlighting Set up drill-through access and create drill-through reports 2003, 2012, IBM Corporation P-7

8 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.1) Course Prerequisites Participants should have: Knowledge of your business requirements Experience using the Windows operating system Experience using a Web browser IBM Cognos BI: Cognos BI for Consumers (v10.2) WBT P , 2012, IBM Corporation

9 PREFACE Document Conventions Conventions used in this guide follow Microsoft Windows application standards, where applicable. As well, the following conventions are observed: Bold Bold style is used in demo and workshop step-by-step solutions to indicate either: actionable items (Point to Sort, and then click Ascending.) text to type or keys to press (Type Sales Report, and then press Enter.) UI elements that are the focus of attention (In the Format pane, click Data) Italic CAPITALIZATION Used to reference book titles. All file names, table names, column names, and folder names appear in this guide exactly as they appear in the application. To keep capitalization consistent with this guide, type text exactly as shown. 2003, 2012, IBM Corporation P-9

10 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.1) Workshops Workshop Format Workshops are designed to allow you to work according to your own pace. The workshops are structured as follows: The Business Question Section The first page of each workshop presents a business-type question followed by a series of steps. These steps provide additional information to help guide you through the workshop. Within each step, there may be numbered questions relating to the step. Solve the tasks by using the skills you learned in this module and in previous ones. If you need more assistance, you can refer to the Task Table section that provides more detailed instruction. The Task Table Section The second page of the workshop is a Task Table that presents the question as a series of numbered tasks to be accomplished. The first column in the table states the task to be accomplished. The second column, "Where to Work", indicates the area of the product to work in. Finally, the third column provides some hints that may help you complete the workshop. If you need more assistance to complete the workshop, please refer to the Step-by-Step Instructions at the end of the workshop. The Workshop Results Section This section will contain a screen capture(s) of interim or final results and/or answers to the questions asked in the Business Question section. The Step-by-Step Section The Step-by-Step instructions for completing all of the tasks are located at the end of the workshop following the Workshop Results section. Each task in the Task Table is expanded into numbered steps, scripted like the demos. P , 2012, IBM Corporation

11 PREFACE Your Feedback Your feedback is important and valuable. We are interested in your comments or questions. Please address them to: Attn: Senior Manager, Customer Education Address: 2003, 2012, IBM Corporation P-11

12 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.1) IBM Product Help Help type When to use Location Taskoriented You are working in the product and you need specific task-oriented help. IBM Product - Help link Books for Printing (.pdf) IBM on the Web You want to use search engines to find information. You can then print out selected pages, a section, or the whole book. Use Step-by-Step online books (.pdf) if you want to know how to complete a task but prefer to read about it in a book. The Step-by-Step online books contain the same information as the online help, but the method of presentation is different. You want to access any of the following: Training and Certification Web site Online support IBM Web site Start/Programs/IBM Product/Documentation 01.ibm.com/software/data/ education/cognos.html ibm.com/support/entry /portal/overview/software /Cognos/Cognos_Business_ Intelligence_and_Financial_ Performance_Management P , 2012, IBM Corporation

13 Intro Introduction IBM Cognos BI 2009 IBM Corporation 2012 IBM Corporation

14 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Intro , 2012, IBM Corporation

15 INTRODUCTION Course Objectives At the end of this course, you should be able to: Explore Report Studio, different report types (list, crosstab, chart, map) Create and format reports using grouping, headers, footers, and other formatting options Focus reports by filtering data and using prompts Add value to your reports using calculations and additional report building techniques Enhance reports with advanced formatting and exceptional data highlighting Set up drill-through access and create drill-through reports 2012 IBM Corporation 2003, 2012, IBM Corporation Intro-3

16 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Overview of IBM Cognos BI Introduction to the Reporting Application Create List Reports Focus Reports Using Filters Create Crosstab Reports Present Data Graphically Focus Reports Using Prompts IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2) 2012 IBM Corporation IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2) is a three-day, instructor-led course. It is designed for professional report authors to learn report building techniques using relational data models, and methods of enhancing, customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product. Audience: Professional Report Authors Recommended prerequisites: Knowledge of your business requirements Experience using the Windows operating system Experience using a Web browser IBM Cognos BI for Consumers (10.2) WBT Intro , 2012, IBM Corporation

17 INTRODUCTION Extend Reports Using Calculations Present Data Using Maps Use Additional Report Building techniques Customize Reports with Conditional Formatting Drill-Through from One Report to Another Drill-Through Definitions Enhance Report Layout IBM Cognos Report Studio: Author Professional Reports Fundamentals (v10.2) 2012 IBM Corporation 2003, 2012, IBM Corporation Intro-5

18 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Additional Training Resources Bookmark IBM Cognos Education 01.ibm.com/software/data/education/cognos.html for details on: instructor-led training in a classroom or online self-paced training that fits your needs and schedule comprehensive curricula and training paths that help you identify the courses that are right for you IBM Cognos Certification program other resources that will enhance your success with IBM Cognos software 2012 IBM Corporation Intro , 2012, IBM Corporation

19 1 Overview of IBM Cognos BI IBM Cognos BI 2012 IBM Corporation

20 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

21 OVERVIEW OF IBM COGNOS BI (V10.2) Objectives At the end of this module, you should be able to: describe IBM Cognos Business Intelligence (BI) and its position within the IBM Smarter Analytics approach and offerings describe the IBM Cognos 10 Family of offerings describe IBM Cognos BI enterprise components describe IBM Cognos architecture at a high level describe IBM Cognos BI security at a high level explain how to extend IBM Cognos BI 2012 IBM Corporation 2003, 2012, IBM Corporation 1-3

22 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) IBM Smarter Analytics Smarter Analytics is a holistic approach that turns information into insight and insight into business outcomes. Transform through analytics for breakaway results Align your organization around information Anticipate **see, predict and shape business outcomes Learn Act with confidence at the point of impact to optimize outcomes from solutions that get smarter with every outcome 2012 IBM Corporation Organizations across industries face tough new challenges created by the information age. A hyper-connected, global community of empowered individuals and consumers is generating an unprecedented amount of big data from billions of diverse sources. Amidst these new complexities, successful organizations are using analytics to acquire, grow and retain customers, transform their financial processes, improve operational efficiency and manage and reduce risk and fraud. Analytics has evolved from a business initiative to a business imperative. Organizations are adopting analytics at a fast rate and those leaders are already transforming entire industries , 2012, IBM Corporation

23 OVERVIEW OF IBM COGNOS BI (V10.2) Anticipate to see, predict, and shape business outcomes **Business Intelligence Predictive Analytics Content Analytics Risk Analytics Financial Performance Management 2012 IBM Corporation Leverage business analytics to deliver actionable insights. Spot and analyze trends and anomalies Predict potential threats and opportunities Plan, budget, and forecast resources Assess and manage risk Compare what-if scenarios Measure and monitor business performance Automate decisions Align strategic and operational decisions Business Intelligence capabilities offered by IBM Cognos BI suite of products Predictive Analytics capabilities offered by IBM SPSS suite of products. Risk Analytics capabilities offered by Open Pages and Algorithmics suite of products Financial Performance Management capabilities offered by IBM Clarity, IBM Cognos Controller, IBM Cognos Planning, and IBM Cognos TM1 Content Analytics capabilities offered by IBM Cognos Content Analytics 2003, 2012, IBM Corporation 1-5

24 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) IBM Cognos Business Intelligence (BI) Capabilities IBM Cognos BI provides a range of analytics capabilities so that everyone has the relevant information needed to drive your business forward. Reporting Workspaces Collaboration Analysis Mobile Planning and Budgets Scorecards Statistics Real-time monitoring 2012 IBM Corporation With IBM Cognos BI, users can: explore information freely, analyze key facts, collaborate to gain alignment with key stakeholders and make decisions for better business outcomes access reports, analysis, dashboards, scorecards, planning and budgets, real-time information, statistics and manage information for more informed decisions. integrate the results of what-if analysis modeling and predictive analytics into a unified workspace to view possible future outcomes alongside current and historical data , 2012, IBM Corporation

25 OVERVIEW OF IBM COGNOS BI (V10.2) work with business intelligence capabilities for the office and desktop, on mobile devices, online and offline. work within a highly scalable and extensible solution that can adapt to the changing needs of IT and the business with flexible deployment options that include the cloud, mainframes and data warehousing appliances. 2003, 2012, IBM Corporation 1-7

26 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) IBM Cognos 10 Family Cognos Insight - Individuals who require personal, desktop analytics Cognos Express - Departments, business units or midsize organizations with workgroups who require integrated reporting, analysis and planning Cognos Enterprise - Enterprises that require broad analytics capabilities deployed to hundreds or thousands of people 2012 IBM Corporation The IBM Cognos 10 family of products are right-sized for your organization and integrated together, and offer solutions that meet your current and future needs, whether you want to deploy on a desktop, a single server, a server farm or all three. You can also start small and grow your solution over time. For example: Start small, using Cognos Insight for data discovery and planning. Add a server to share that insight and create additional reports from larger data sets with Cognos Express. Or combine that insight with real-time and corporate information and place insights on scorecards and interact on mobile devices with Cognos Enterprise. Cognos Express provides a subset of combined tools and functionality from IBM Cognos BI and IBM Cognos TM1 in a solution that provides reporting, analysis, dashboard, scorecard, planning, budgeting and forecasting capabilities for workgroups and midsize companies , 2012, IBM Corporation

27 OVERVIEW OF IBM COGNOS BI (V10.2) IBM Cognos BI Enterprise Components Desktop Cognos Insight Personal files Query Studio IBM Cognos Viewer Analysis Studio IBM Cognos Connection Cognos Workspace Web Metric Studio Cognos Workspace Advanced Event Studio Report Studio PowerPlay Studio Administration Dynamic Cube Framework Manager Transformer Metric Designer Designer Consumer, Author, Administrator Modeler Dimensional Relational Files IBM Cognos Content Other Data Administrator 2012 IBM Corporation IBM Cognos BI capabilities provide reporting, analysis, scorecarding, workspace creation, business event management, and data integration from a wide array of corporate and personal data sources. IBM Cognos BI includes: IBM Cognos Connection, which is the Web a portal for BI content presentation, management, and administration. Web and desktop reporting and analysis tools to author and analyze corporate data. Metadata modeling tools, including Framework Manager, Dynamic Cube Designer, and Transformer. Use IBM Cognos Viewer to view reports Use IBM Cognos Workspace to create personal workspaces Use IBM Cognos Workspace Advanced to perform self-service reporting and analyses of data, including external data files Use IBM Cognos Insight to perform personal analysis in a desktop environment Use Query Studio to perform ad hoc querying and quickly answer a focused question Use Analysis Studio to perform analyses of data to discover trends, risks, and opportunities Use Report Studio to build sophisticated reports, against multiple data sources, including external data files Use Event Studio to create agents which notify users of key operational or performance-related events in their business Use Metric Studio to manage performance by monitoring and analyzing metrics Use Framework Manager to create basic query packages or relationally-based dimensional analysis packages Use Dynamic Cube Designer to create, edit, import, export, and deploy virtual cube models over a relational warehouse schema. Use Transformer to create PowerCubes for dimensional analysis. Use Metric Designer to create scorecard applications for use in Metric Studio. 2003, 2012, IBM Corporation 1-9

28 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) IBM Cognos BI Architecture (high level) IBM Cognos BI user interfaces Tier 1: Web server Web-based (IBM Cognos Connection) Windows-based (Framework Manager, Dynamic Cube Designer, Transformer, Metric Designer) SDK Web server (IBM Cognos BI gateway) Tier 2: Applications IBM Cognos BI server Tier 3: Data IBM Cognos BI Content Store Files IBM Cognos BI Metric Stores Query Data Sources 2012 IBM Corporation IBM Cognos BI is a Web-based architecture, which is separated into three tiers; Web server, applications, and data. This architecture is scalable from a software and hardware perspective. For example, you can have several IBM Cognos servers for faster response times and load balancing. IBM Cognos leverages existing corporate IT resources such as web servers, authentication providers, and application servers, and also supports multiple languages and locales in order to serve a global audience. IBM Cognos is customizable to adopt your corporate look and feel and can be extended and integrated into other applications through the IBM Cognos SDK. This is a high level diagram. Detailed information can be found in the IBM Cognos Administration course regarding scalability and flexibility. An example of flexibility is that SDK applications and Framework Manager can bypass the gateway and communicate directly with the IBM Cognos Server. IBM Cognos BI, IBM Cognos Planning and IBM Cognos Controller all use the IBM Cognos architecture. Planning and Controller portions are not illustrated here , 2012, IBM Corporation

29 OVERVIEW OF IBM COGNOS BI (V10.2) IBM Cognos BI Security The IBM Cognos BI security model combines existing enterprise security solutions with IBM Cognos BI security to achieve: Authentication - Who are you? Authorization - What can you see/do? Administration What/where can you manage? 2012 IBM Corporation IBM Cognos BI authentication is based on the use of third party authentication providers. These define users, groups, and roles used for authentication. User names, IDs, passwords, regional settings, and personal preferences are some examples of information stored in the providers. Authorization is the process of granting or denying access to content, and specifying the actions that can be performed on that content, based on a user identity. Authorization assigns permissions to users, groups, and roles that allow them to perform actions, such as read or write, on objects, such as folders and reports. Permissions can be granted to users, groups, or roles directly from authentication providers or through membership in Cognos namespace groups and roles. 2003, 2012, IBM Corporation 1-11

30 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) The Cognos namespace is the built-in namespace from IBM Cognos BI. It contains the IBM Cognos objects, such as groups, roles, data sources, distribution lists, and contacts. During the content store initialization, built-in and predefined security entries are created in this namespace, and include default access to functionality. You can configure and administer IBM Cognos BI security using IBM Cognos Configuration and IBM Cognos Administration , 2012, IBM Corporation

31 OVERVIEW OF IBM COGNOS BI (V10.2) IBM Cognos BI Groups and Roles IBM Cognos BI provides default groups and roles for security such as: System Administrators Authors Query Users Analysis Users Consumers Readers 2012 IBM Corporation Take advantage of IBM Cognos BI groups and roles from the Cognos namespace to secure your IBM Cognos environment and content. The group or role to which a user belongs determines how much access the user has to the IBM Cognos environment and functionality. For example, if you are a member of only the Consumers role, you cannot access any of the IBM Cognos studios. Besides the default groups and roles, you can create new groups and roles that are specific to your IBM Cognos needs. Simply add users from your authentication source to specific groups and roles as required. Not only can you use the groups and roles defined in the IBM Cognos namespace to control access to contents, you can use groups in your authentication provider as well. Using the IBM Cognos namespace does not require the IT department and creates a more portable environment. There are many different groups and roles the administrator can use to restrict what you can see, what you can do, etc. See the Predefined Entries section of the Administration and Security Guide for detailed information on the predefined groups and roles as well as the anonymous user. 2003, 2012, IBM Corporation 1-13

32 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 1: Explore IBM Cognos BI Purpose: As an introduction to IBM Cognos BI, you will briefly explore one of the modeling tools, the portal, and various BI studios and desktop application to familiarize yourself with the environment and BI workflow. Task 1. Explore IBM Cognos Framework Manager. You will examine a model in IBM Cognos Framework Manager. 1. From the Start menu, point to All Programs\IBM Cognos 10, and then click IBM Cognos Framework Manager. 2. Click Open a project, navigate to D:\Program Files\IBM\cognos\c10\ webcontent\samples\models\great_outdoors_warehouse, and then click great_outdoors_warehouse.cpf. 3. Click Open. In all tasks, ensure that you are logged in as admin/education , 2012, IBM Corporation

33 OVERVIEW OF IBM COGNOS BI (V10.2) 4. In the User ID box, type admin, in the Password box, type Education1, and then click OK. The results appear as follows: IBM Cognos Framework Manager is a modeling tool used to create packages for use in the IBM Cognos studios. Its purpose is to reduce the complexity of the underlying data source by creating user-friendly views of the business for authors and analysts in the IBM Cognos environment. IBM Cognos Framework Manager can also be used to model and publish SAP BW metadata packages as well as publish other Online Analytical Processing (OLAP) packages such as Microsoft Analysis Services cubes. 2003, 2012, IBM Corporation 1-15

34 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 5. In the Project Viewer pane, expand go_data_warehouse\database view\sales and marketing data. A section of the results appear as follows: Metadata modelers work in a project with several object types to create organized views of the business with any required business logic, and remove any ambiguity that might occur. These views are then placed in packages and published to IBM Cognos Connection , 2012, IBM Corporation

35 OVERVIEW OF IBM COGNOS BI (V10.2) 6. Collapse go_data_warehouse, and then expand Packages. The results appear as follows: Packages can be a subset of the metadata model, or the entire model depending on the requirements. Once published, authors and analysts can choose from the objects contained in the package to create reports. Take note of the package names, as you will see them in IBM Cognos Connection shortly. 7. Expand Data Sources. The results appear as follows: Data Sources contain the information that IBM Cognos uses to connect to and retrieve data from the underlying data sources cited in the model. 8. Close IBM Cognos Framework Manager. 2003, 2012, IBM Corporation 1-17

36 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 2. Explore IBM Cognos Connection. You will review the centralized portal and navigate the content structure of packages and reports. 1. Start Internet Explorer, and then in the url box, type 2. Log on as admin/education1. The results appear as follows: By default, you are presented with a welcome page from which you can choose several activities to perform, such as to query or analyze your data, or perform administrative tasks. Depending on the role to which you belong, you may have more or less capabilities in the IBM Cognos environment , 2012, IBM Corporation

37 OVERVIEW OF IBM COGNOS BI (V10.2) 3. Click IBM Cognos content. The results appear as follows: Here you will find public content, found on the Public Folders tab, or personal content, found on the My Folders tab. You also have the ability to create more personal tabs to suit your needs or to share with others. Content, including reports, analyses, and portal pages, are managed and organized in this area. 4. Click Samples, and then click Models. The results appear as follows: 2003, 2012, IBM Corporation 1-19

38 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Notice the packages named GO Data Warehouse (analysis) and GO Data Warehouse (query). These are the packages you saw in the IBM Cognos Framework Manager project earlier that have been published here. Packages, by default, are indicated by a blue folder, and regular folders are yellow in color. Both types of folders can contain reports, analyses and other content. 5. Click GO Data Warehouse (query), and then click Report Studio Report Samples. The results appear as follows: Here you see several reports based on the GO Data Warehouse (query) package, a model based on a relational data source , 2012, IBM Corporation

39 OVERVIEW OF IBM COGNOS BI (V10.2) Task 3. View reports in IBM Cognos. You will open an existing report based on a relational package and a report based on a dimensional data package. 1. Click Total Revenue by Country. 2. In the prompt, click Australia, and then click Finish. A section of the results appear as follows: The report is displayed in IBM Cognos Viewer. When the Total Revenue by Country link was clicked, the report was run and the underlying relational data source was queried for data. This query is needed because there was no saved output for the report. If the report had been previously run and saved, the saved version, by default, would appear in IBM Cognos Viewer. The report would display a snapshot of the data at the time it was last run and in the format specified by the person who ran the report. Formats include HTML, PDF, Excel, and XML. 3. In the top right corner, click Return. You will now run a report based on a dimensional package. 2003, 2012, IBM Corporation 1-21

40 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 4. Click the Public Folders link shown below: Using the path illustrated here, you can easily navigate the content found in IBM Cognos Connection. 5. Under Name, click Samples_PowerCube > Cubes > Sales and Marketing (cube) > Report Studio Report Samples , 2012, IBM Corporation

41 OVERVIEW OF IBM COGNOS BI (V10.2) 6. Click Top Retailers by Country. 7. In the prompt, click Extra Sport, and then click Finish. The results appear as follows: Again, the report is displayed in IBM Cognos Viewer. This report is based on a package which uses a data source that connects to an IBM Cognos PowerCube. Because the PowerCube is an OLAP dimensional data source, the report can include dimensional functions to perform common OLAP-style queries that compare revenue from selected top retailers for product sets across various time periods. Reports and their underlying packages can also be created based on IBM Cognos ROLAP dimensional data sources. With Cognos ROLAP, you can create, edit, import, export, and deploy virtual cube models over a relational warehouse schema. 8. Click Return. 2003, 2012, IBM Corporation 1-23

42 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 4. Create a workspace in IBM Cognos Insight. 1. In Windows Explorer, navigate to <IBM Cognos install drive>:\program Files\IBM\cognos\c10\webcontent\samples\datasources\other\profitability, and then double-click profitability.txt. The file opens in Notepad. This is a tab-delimited file containing seven columns. The first five columns will be imported as dimensions. The final two columns will be imported as measures. 2. Close the Profitability.txt file. 3. From the Start menu, click All Programs > IBM Cognos Insight > IBM Cognos Insight. IBM Cognos Insight opens to the New Workspace page. Here you can create a new blank workspace, open an existing workspace, or import data into a new workspace. 4. Drag the Profitability.txt file from Windows Explorer to the Drag and drop your files area of New Workspace page. You can also click Get Data > Quick Import and then browse to select the Profitability.txt file. Your data is imported and ready to use. 5. Maximize IBM Cognos Insight. Notice that by default, the measures dimension is the column dimension. 6. In the top right corner, click Use the content pane to explore and restructure data. The Content pane appears containing a cube named after the.txt file, and a folder containing all dimensions in the workspace , 2012, IBM Corporation

43 OVERVIEW OF IBM COGNOS BI (V10.2) 7. Expand the Profitability cube and the All Dimensions folder. The cube contains an extra folder not found in the All Dimensions folder, which contains measures. 8. Expand the Profitability Measures folder. The results appear as follows: There are three measures. Actual and Target were generated from the last two columns in the source file that contained numeric data. The count measure is generated automatically when you use the drag and drop or Quick Import methods to import data. You cannot disable this using these methods, but you can delete the Count measure after import. The Count measure is also generated using the Import Data method. Generate a count measure to confirm that your data was imported. The Count column in your crosstab should show the number of rows that you imported. This number will give you a quick indication of any duplicate or missing rows. You can enable or disable the creation of the count measure in the Import Data wizard, by selecting the cube_name Measures dimension in the Target items pane, and selecting/deselecting the Generate count measure check box. You will remove the Count measure from the cube. 2003, 2012, IBM Corporation 1-25

44 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 9. In the Content pane, right-click the Count measure, and then click Delete. 10. From the Delete Confirmation window, click Yes. Now you want to view the data from a different perspective. 11. In the Overview area at the top of the crosstab, drag the Total of Month dimension on top of the Profitability Measures:Actual dimension on columns. 12. Swap the Profitability Measures:Actual dimension with the Channel dimension. 13. In the columns, collapse 2009 and The results appear as follows: , 2012, IBM Corporation

45 OVERVIEW OF IBM COGNOS BI (V10.2) Notice that during import a time-based hierarchy was created automatically based on the relationship identified between the Fiscal Year and Month data in the source file. You can modify this behavior when using the Import Data method. To aid in your analysis, you will now create Explore Points by dragging dimensions to the workspace. Explore Points are widgets that list all members from a specific dimension. They can be used to display filtered data to view only relevant information and can assist in discovery of associations between members of different dimensions. They are especially useful when viewing sparse data. First you will resize the crosstab and chart widget so there is room on the workspace. 14. Click Restore this widget in the upper right corner of the workspace. 15. Right-click the widget toolbar, drag it to the upper left corner of the workspace, and then resize the widget so that all dimensions appear in the Overview area. 16. From the Content pane, drag the Product dimension to the workspace to create a Product explore point. 17. Resize the Product explore point to show all Products. 2003, 2012, IBM Corporation 1-27

46 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 18. Repeat steps 4 and 5 for the: Channel dimension Sales Division dimension Month dimension The results appear as follows: You will now use the Explore Points to filter the data. 19. In the Product explore point, click Binoculars. Notice that the crosstab and chart change to show only Binocular sales. You can see that the Product dimension in the Overview area is filtering on Binoculars. Also notice in the Channel Explore Point that Golf Shop and Equipment Rental are grayed out, indicating that binoculars are not sold through these channels , 2012, IBM Corporation

47 OVERVIEW OF IBM COGNOS BI (V10.2) 20. At the top of the Product explore point, click Clear this explore point so that no members are selected. The crosstab and chart once again change to reflect totals for all products. 21. In the Channel explore point, click Golf Shop. Notice that the crosstab and chart change to show only Golf Shop sales. Also notice in the Product explore point, that all of the products are grayed out except for the five products that are sold in the Golf Shop Channel. 22. Clear the Channel explore point, and then in the Sales Division explore point, click Southern Europe. Notice that the crosstab and chart change to show only Southern Europe sales. Also notice in the Channel explore point that all of the channels are grayed out except for the four channels that operate in Southern Europe. 23. In the Sales Division explore point, click Central Europe. When you select another member in the same Explore Point, the first member is no longer selected. You want to view data for Southern and Central Europe. 24. In the Sales Division explore point, Ctrl+click Southern Europe. The crosstab and chart now display data for two sales divisions. 25. Clear the Sales Division explore point. You can also search for members in each of the Explore Points. 26. In the Product explore point, click Search, type Woods, and then select it in the explore point. Notice that the crosstab and chart change to show only Woods sales, and the other explore points are adjusted to reflect only Woods. 2003, 2012, IBM Corporation 1-29

48 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 27. Clear the Product explore point. Now you will add an Explore point for measures. You have the option of displaying only those measures you wish to see in the crosstab and chart. 28. From the Content pane, drag the Profitability Measures dimension to the workspace to create a Profitability Measures explore point. 29. In the Profitability Measures explore point, click Actual. The crosstab and chart change to show only Actual sales. 30. In the top left corner, on the menu bar, click the Actions menu, and then click Save As , 2012, IBM Corporation

49 OVERVIEW OF IBM COGNOS BI (V10.2) 31. Name the file Demo 1, and then save the file to your desktop. The.cdd file contains both the layout and the data. This is a local copy of the workspace. Workspaces that you create in Cognos Insight can be shared or published to IBM Cognos TM1 or IBM Cognos Business Intelligence for others to work with. The following list provides an overview of the ways that you can share your workspaces with others. These options are available from the Actions menu in Cognos Insight. Share - sharing a workspace creates a copy of your workspace in IBM Cognos Connection for other users to download and use on their computers. Shared workspaces in Cognos Connection can be launched from there if users have installed IBM Cognos Insight. Publish - publishing a workspace copies the data in your workspace to the Cognos TM1 server and creates an application in the IBM Cognos Application portal. Other users who have access to the Cognos TM1 server can then view your data or open the workspace from the Cognos Application portal. Publish and distribute - publishing and distributing a workspace publishes your data and workspace as defined in the previous definition, and Cognos Insight also creates a data source connection, a package, and reports in Cognos Connection. Other users on the Cognos TM1 server can access your data in Cognos TM1, work with your workspaces in Cognos Insight, and view the reports in IBM Cognos Workspace Advanced and IBM Cognos Workspace. In all of the above cases, you must be granted permissions by your administrator to add files to the appropriate servers. 32. Close IBM Cognos Insight. 2003, 2012, IBM Corporation 1-31

50 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 5. Author a report in Cognos Workspace Advanced using a dimensional source. You will use Cognos Workspace Advanced to author a report using a dimensional source, include a calculation for analysis of the data, and customize your data by changing measures. 1. On the toolbar, click Home. 2. In IBM Cognos Connection, from the Launch menu, click Cognos Workspace Advanced. 3. In the List of all packages, click Samples, click Models, and then click GO Data Warehouse (analysis). The package, on which you have chosen to create your report, is based on a dimensionally modeled relational (DMR) model. This means that the model developer has provided dimensional information to a relational model to allow authors and analysts to perform OLAP-style queries at run time on a relational data source, including the ability to drill up and drill down in the data. 4. Click Create new, and then double-click Crosstab to open a new crosstab report. Cognos Workspace Advanced opens, with a report layout area on the left, and the data tree displayed on the Source tab in the pane on the right. By default, the tree displays members. 5. On the Source tab, expand the Sales and Marketing (analysis) folder, and then expand the Sales folder. 6. Expand the Time hierarchy. There are 4 members displayed in Time: 2010, 2011, 2012, and On the toolbar, above the Source tab, click View Metadata Tree , 2012, IBM Corporation

51 OVERVIEW OF IBM COGNOS BI (V10.2) 8. On the Source tab, expand the Sales and Marketing (analysis) folder, expand the Sales namespace, and then expand the Time dimension. The Time hierarchy is displayed. You are now dealing with metadata objects such as dimensions, hierarchies, levels, and facts. This is different from step 5, where only hierarchies and members were displayed. 9. Expand the Time hierarchy. Under the Time hierarchy, the Members folder is displayed, along with levels such as Year and Quarter. 10. Expand the Members folder, and the Time member. Within the Members folder is the Time member, and the members 2010, 2011, 2012, and With dimensional data, you can quickly select the view that displays the elements you want to work with by using the View Members Tree button or the View Metadata Tree button. Now you will enable the report for drilling and populate the report layout area. Enabling drill capability is only required for consumers when they run the report and it is rendered in IBM Cognos Viewer. Drill capability is available by default when viewing live data in Cognos Workspace Advanced. 11. From the Data menu, click Drill Options, select the Allow drill-up and drilldown check box, and then click OK. 12. On the toolbar above the Source tab, click View Members Tree. 2003, 2012, IBM Corporation 1-33

52 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 13. On the Source tab, from Sales and Marketing (analysis) > Sales, add the following items to the report by dragging each to the report layout: Columns drop zone: Time hierarchy Rows drop zone: Products hierarchy Measures drop zone: Sales fact > Revenue measure The results appear as follows: The live data values automatically populate the crosstab as you add each element, and there is no need to run the report separately as you develop it. 14. Click Camping Equipment. The results appear as follows: Notice that Camping Equipment is now an underlined item, indicating that it is available for drill operations. You can drill down and up on these items to further analyze your data. The same type of behavior applies to OLAP data sources , 2012, IBM Corporation

53 OVERVIEW OF IBM COGNOS BI (V10.2) 15. Click Camping Equipment again, and then click Cooking Gear. The results appear as follows: You have now drilled down to a lower level of detail. In this case you are viewing all the product types within the Camping Equipment product line. Notice that Cooking Gear is an underlined item. At this point, you could drill down on Cooking Gear to view all the products within the Cooking Gear product type, but instead you will drill back up to the product line level. 16. Right-click Cooking Gear, point to Explore, and then click Drill Up. 17. From the View menu, click Page Design. The results appear as follows: The crosstab is now filled with placeholders, instead of the live data. You can see the set of members of Time and Products, in the columns and rows respectively, and the Revenue measure placeholders. To see the data values when working in Page Design mode, you will run the report. 2003, 2012, IBM Corporation 1-35

54 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 18. On the toolbar, click Run Report. The results appear as follows: The report opens in IBM Cognos Viewer displaying data values. Notice that all the column and row items in the report are underlined. Consumers can drill down and up on these items to further analyze data. 19. Close IBM Cognos Viewer. You will now add a chart to this report. 20. Click a cell in the crosstab. 21. In the right pane, click the Toolbox tab, and then drag a Chart object below the crosstab. 22. In the left pane click Bar, and then in the right pane click Clustered Cylinder Bar with 3-D Effects , 2012, IBM Corporation

55 OVERVIEW OF IBM COGNOS BI (V10.2) 23. Select the Fill with data check box, and then click OK. The bar chart is displayed below the crosstab. The chart is automatically populated with the data items (as placeholders) from the crosstab. 2003, 2012, IBM Corporation 1-37

56 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 24. From the View menu, click Page Preview. The crosstab and chart display actual data values. 25. Click the title text to change the focus from the chart. The results appear as follows: 26. In the lower right corner of the chart, drag the resize corner to enlarge the chart to be the same width as the crosstab. Charts can easily be resized using this method. Now that you have reviewed the revenue for the product lines over the years, you want to change the measure to display quantity , 2012, IBM Corporation

57 OVERVIEW OF IBM COGNOS BI (V10.2) 27. Click the Source tab, and then from Sales fact, drag Quantity to the measures area on the crosstab. The crosstab displays the new measure. 28. Right-click the chart, and then click Update Chart from Crosstab. The chart updates to display the quantity values based on the crosstab. You want to analyze the previous year-to-year percent difference of quantity for 2011 and To do this, you will create a variance calculation using a preset calculation in Cognos Workspace Advanced. 29. In the crosstab, click the 2011 column header, and then Shift-click the 2012 column header. 30. Right-click 2012, point to Calculate, and then click % Difference (2011, 2012). 2003, 2012, IBM Corporation 1-39

58 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 31. Resize the chart if necessary. The results appear as follows: A new column displays the calculated values for you to review. Task 6. Author a report in Cognos Workspace Advanced using a relational source. You will now use Cognos Workspace Advanced to author a List report that is based on a relational source. 1. On the toolbar, click New, and then click No to saving the report. 2. Beside the Package box, click the ellipsis, and then under Public Folders, expand Samples > Models , 2012, IBM Corporation

59 OVERVIEW OF IBM COGNOS BI (V10.2) 3. Click GO Data Warehouse (query), and then click OK. This is a package based on a relational model. OLAP-style queries are not possible with this package. 4. Click List, and then click OK. Cognos Workspace Advanced opens, with a layout area for a List on the left, and the data tree displayed on the Source tab in the pane on the right. Notice that above the Source tab, you no longer have the option to toggle between viewing members and metadata. When working with relational sources, your only option is to work with metadata. 2003, 2012, IBM Corporation 1-41

60 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) For the List report you are creating, you will be grouping some of the columns to remove duplicate items within them and make the report easier to read. Along with your grouped columns, you want to include a summary of the data for each level of grouping. When working with a grouped List report, the default behavior in IBM Cognos Workspace is such that a summary is not automatically generated after grouping is applied. For example the following List report has grouping applied, but there is no summary at each level of grouping for Year, Month, Product line, and Product type. For this report, you must add the summaries manually for each level of grouping , 2012, IBM Corporation

61 OVERVIEW OF IBM COGNOS BI (V10.2) If you want to create a grouped List report, and have summaries generated automatically when the grouping is applied, you must configure an environment property in IBM Cognos Workspace Advanced. Once applied, every time you create a grouped List report, summaries will be automatically generated. This property has no impact on List reports that were created prior to the property being set. For these reports, you must add summaries manually. 5. From the Tools menu, click Options. 6. Click the Report tab, select the Automatic group and summary behavior for lists check box, and then click OK. 7. On the Source tab, expand the Sales and Marketing (query) folder, the Sales (query) namespace, and the Time query subject. You are now working with namespaces, query subjects, and query items. 8. Add the following query items to the report by double-clicking them: Time query subject: Year query item; Month query item Products query subject: Product line query item; Product type query item; Product query item Sales fact query subject: Revenue query item 9. Click the Year column header, and then Ctrl-click Month, Product line, and Product type. 2003, 2012, IBM Corporation 1-43

62 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 10. On the toolbar, click Group. The results appear as follows: This is a basic list report with some grouping applied to make the report easier to read. Summaries have been automatically generated at each level of grouping , 2012, IBM Corporation

63 OVERVIEW OF IBM COGNOS BI (V10.2) 11. On the toolbar, click Run Report. A section of the results appear as follows: Notice that this report does not contain underlined items. You cannot drill down on these items to further analyze your data. This is because you are working with a relational source that has no dimensional information applied to it. You will now save the report and open it in Report Studio to add a corporate graphic and a prompt page. 2003, 2012, IBM Corporation 1-45

64 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 12. Close IBM Cognos Viewer, and then on the toolbar, click Save. By default the report is saved in the folder of the package on which the report is based. You can save your report to any location that you have access to. You can also copy/cut and paste your report and other objects to organize content in the portal. 13. Under Save in, click My Folders, and then in the Name box, type Product Revenue. 14. Click Save, and then close IBM Cognos Workspace Advanced. You will now open this report in Report Studio and continue to modify it. Because IBM Cognos Workspace and IBM Cognos Report Studio share the same report specification, reports can be authored in one studio and opened in the other , 2012, IBM Corporation

65 OVERVIEW OF IBM COGNOS BI (V10.2) Task 7. Enhance a report in Report Studio 1. In IBM Cognos Connection, click the My Folders tab, and then beside the Product Revenue report, under the Actions column, click Open with Report Studio Product Revenue. The results appear as follows: The report, which opens in Report Studio, can now be enhanced with features that are not available in Cognos Workspace Advanced. You will begin by adding a corporate graphic. Note: you are now in a design environment and if you wish to see the data returned by the report, you must run the report. 2003, 2012, IBM Corporation 1-47

66 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 2. In the left pane, click the Toolbox tab. 3. Drag an Image object to the left of the Block object that contains the Text Item (that contains the text Double-click to edit text), as shown below: The results appear as follows: 4. Right-click the Image object, and then click Edit Image URL. 5. Click Browse, in the list, select logo_great_outdoors.gif, and then click OK. 6. Click OK, and then click the Text Item object (that contains the text Doubleclick to edit text) to remove focus from the image object. The results appear as follows: You will now add a prompt page to your report to allow users to filter on a particular year of data. Prompting is also available in Cognos Workspace Advanced. However, in Report Studio you can create individual prompt pages, as well as additional report pages, to help you control the look, feel, and flow of the report , 2012, IBM Corporation

67 OVERVIEW OF IBM COGNOS BI (V10.2) 7. In the middle pane, point to Page Explorer, and then click Prompt Pages. 8. From the Toolbox tab, drag a Page object to the Prompt Pages pane. The results appear as follows: 9. Point to Page Explorer, and then click Prompt Page In the left pane, click the Toolbox tab, and then drag a Value Prompt object to the prompt page layout. 11. In the Create a new parameter box, type Year, and then click Next. 12. Beside the Package item box, click the ellipsis, and then navigate to Sales and Marketing (query) > Sales (query) > Time. 13. Click Year, click OK, and then click Next. 14. Ensure that Create a new query is selected, and then click Finish. 15. Click the Value Prompt object, and then in the Properties pane, under General, click the Multi-Select property. 2003, 2012, IBM Corporation 1-49

68 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 16. In the list, click Yes, and then on the toolbar, click Run Report. The result appears as follows: , 2012, IBM Corporation

69 OVERVIEW OF IBM COGNOS BI (V10.2) 17. Click 2010, and then click Finish. A section of the results appear as follows: The report displays the image you inserted as well as data for the year This is a simple example of enhancing a report with Report Studio. Report Studio is capable of many advanced authoring techniques to create professional, dynamic, and robust reports. 18. Close IBM Cognos Viewer, and then in Report Studio, from the File menu, click Save As. 19. Under Save in, click My Folders, and then in the Name box, type Product Revenue: Select Year. 20. Click Save, and then close Report Studio. 2003, 2012, IBM Corporation 1-51

70 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 8. Customize a workspace in Cognos Workspace. You will use IBM Cognos Workspace to customize and use a workspace. You will modify a filter, delete an element, add a report part, save the workspace, and add an annotation to the report data. 1. In IBM Cognos Connection, from the Launch menu in the top right corner, click Cognos Workspace. 2. On the Getting Started Page - IBM Cognos Workspace, click Open Existing, navigate to Samples > Models > Cognos Workspace Samples > Marketing Workspace, and then click Open. The workspace opens in Cognos Workspace. 3. From the Actions menu, click Edit Workspace Style. 4. Click the Widgets tab, select the Show Titles check box, and then click OK. The workspace contains a slider filter named Slider Filter, a select value filter named Campaign name, a select value filter named Product line, and four report widgets. 5. From the Actions menu, click Save As, and then save the workspace in My Folders as My Marketing Workspace. 6. In the Slider Filter, drag the slider to The results appear as follows: The Advertising cost by year report widget, which communicates with the Slider Filter, is refreshed to reflect the modified filter requirements. You want to delete one report widget to customize your workspace , 2012, IBM Corporation

71 OVERVIEW OF IBM COGNOS BI (V10.2) 7. Click the Promotion plan versus promotion revenue report widget, and then from the widget Actions menu, click Remove from Workspace, and then click Remove to confirm. You want to change the layout of the workspace. 8. Click the Product line slider filter and drag it near the top of the canvas, and then repeat with the Product line select value filter and the Advertising cost by year report widget. A section of the results appear as follows: 9. On the Cognos Workspace toolbar, click Insert, and then click Insert Content. On the right side, a content pane displays Content and Toolbox tabs. 2003, 2012, IBM Corporation 1-53

72 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 10. On the Content tab, navigate through the tree by expanding Public Folders > Samples > Models > GO Data Warehouse (query) > Report Studio Report Samples. You can see the reports stored in the folder. Usually, a report would be the end of your navigation capability, however Cognos Workspace allows you to leverage report parts in existing reports. 11. Expand Total Revenue by Country > Page 1. The tree expands to display chart and crosstab report parts that exist in the current report. You want use one of these report parts in your workspace. Also notice that the report includes a prompt page 12. Drag Crosstab11111 to the canvas, below the Advertising cost by year report widget. 13. In the prompt, click Select all, and then click Finish. A new report widget is placed on the canvas, and the crosstab is displayed. You want to add a comment about the data displayed in the chart. First, you will save the workspace. 14. From the Cognos Workspace toolbar, click Save , 2012, IBM Corporation

73 OVERVIEW OF IBM COGNOS BI (V10.2) 15. In the new crosstab report widget, click the intersection of Harbour Pty Ltd. and Camping Equipment. The results appear as follows: 16. On the report widget toolbar, click Comment, click Add 571,323.6, and then in the box, type: Investigate which order methods are used, and then determine what should change to improve revenue Click Done. A small red triangle at the top right of the cell indicates that a comment is available for reviewers. 2003, 2012, IBM Corporation 1-55

74 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 18. Place the cursor over the red triangle. The results appear as follows: The comment displays, with the name of the author and the date and time that the comment was added. Reviewers who see this workspace, can review this comment, and add their own comments. 19. On the Cognos Workspace toolbar, click Save. 20. From the Actions menu, point to Launch and then select IBM Cognos Connection. You are returned to IBM Cognos Connection , 2012, IBM Corporation

75 OVERVIEW OF IBM COGNOS BI (V10.2) Task 9. Explore preferences. 1. On the IBM Cognos Connection toolbar, click My Area Options. The results appear as follows: Here you can view and manage: Inbox (notification requests and ad hoc tasks) Watch Items (user-specified rules to receive alerts based on values in a report) Personal Preferences Activities and Schedules (such as reports you are running or have run in the past, as well as reports you have scheduled to run) 2003, 2012, IBM Corporation 1-57

76 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 2. Click My Preferences. The results appear as follows: On the General tab you can configure your personal portal preferences. For example, you can change the UI language and, if your data and metadata support it, you can change your content language as well. You can also enable bidirectional language support, for example for Arabic and Hebrew text. This lets you control the entry and display of bidirectional text strings in IBM Cognos applications. The affected content includes entry names, descriptions, labels and tooltips, and structured text, such as addressees and file paths, as well as comments in Cognos Viewer , 2012, IBM Corporation

77 OVERVIEW OF IBM COGNOS BI (V10.2) 3. Click the Personal tab. The results appear as follows: On this tab you can see your personal information as well as which groups and roles you belong to and which capabilities you have in the IBM Cognos environment (not all elements are shown in the screen capture). Depending on your authentication provider and capabilities, information on this page will differ. 2003, 2012, IBM Corporation 1-59

78 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 4. Click the Portal Tabs tab. The results appear as follows: Here you can manage your portal tabs by adding, removing, or changing the order of the tabs. 5. Click Cancel , 2012, IBM Corporation

79 OVERVIEW OF IBM COGNOS BI (V10.2) Task 10. Explore IBM Cognos Administration. 1. From the Launch menu, click IBM Cognos Administration. The result appears as follows: This portion of the portal requires administrative access and allows you to monitor and administer IBM Cognos including servers, security, capabilities, data source connections, and the deployment of content. 2. Click Log Off, and then close Internet Explorer. Results: As an introduction to IBM Cognos BI, you briefly explored one of the modeling tools, IBM Cognos Connection, and various BI studios and desktop applications to familiarize yourself with the environment and BI workflow. 2003, 2012, IBM Corporation 1-61

80 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Extend IBM Cognos BI Enterprise IBM Cognos provides a wide variety of ways to extend IBM Cognos BI. For more information, please visit the IBM Cognos Web site IBM Corporation Cognos products that extend IBM Cognos BI include: IBM Cognos for Microsoft Office (integrate IBM Cognos content with MS Office) IBM Cognos Mobile (IBM Cognos content on mobile devices) IBM Cognos Analysis for Microsoft Excel (multidimensional analysis on IBM Cognos BI data in MS Excel spreadsheets) IBM Cognos Mashup Service For developers, there is also Composite, which allows for access to an even wider variety of data sources, and the IBM Cognos SDK for customization and application development. For those requiring access to realtime monitoring of operational data, IBM Cognos offers IBM Cognos BI Real-time Monitoring, which delivers highly visual, interactive, and self-service dashboards, data integration, analysis, and reports.. You can incorporate TM1 widgets into IBM Cognos to allow users to interact with financial plans , 2012, IBM Corporation

81 OVERVIEW OF IBM COGNOS BI (V10.2) Summary At the end of this module, you should be able to: describe IBM Cognos Business Intelligence (BI) and its position within the IBM Smarter Analytics approach and offerings describe the IBM Cognos 10 Family of offerings describe IBM Cognos BI enterprise components describe IBM Cognos architecture at a high level describe IBM Cognos BI security at a high level explain how to extend IBM Cognos BI 2012 IBM Corporation 2003, 2012, IBM Corporation 1-63

82 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

83 2 Introduction to the Reporting Application IBM Cognos BI 2012 IBM Corporation

84 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

85 INTRODUCTION TO THE REPORTING APPLICATION Objectives At the end of this course, you should be able to: examine Report Studio and its interface explore different report types create a simple, sorted, and formatted report explore how data items are added queries 2012 IBM Corporation Participants should be familiar with: IBM Cognos BI Overview Suggested modules to reference: Overview of IBM Cognos BI IBM Cognos BI: IBM Cognos Connection for Consumers (v10.2) WBT 2003, 2012, IBM Corporation 2-3

86 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) What is Report Studio? Report Studio: is a Web-based report authoring tool lets you create business intelligence (BI) reports that analyze corporate data according to specific information needs lets you format, present, and distribute your corporate data using many different methods 2012 IBM Corporation , 2012, IBM Corporation

87 INTRODUCTION TO THE REPORTING APPLICATION Explore the Environment Toolbar Content Pane Explorer Bar Work Area Properties Pane Source, Data Items, and Toolbox tabs 2012 IBM Corporation Build reports by adding objects and data items from the Content pane. The Source tab allows you to insert query items into your report directly from the package. You can only make changes to the structure of the package by using Framework Manager. The Data Items tab allows you to insert data items into your report that already exist in your query. The Toolbox tab allows you to insert report objects into your report. Modify objects and query items using the Properties pane. Resize panes by dragging the pane edges. Navigate between pages, queries and variables using the Explorer bar. 2003, 2012, IBM Corporation 2-5

88 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Examine the Explorer Bar Page Explorer Query Explorer Conditional Explorer 2012 IBM Corporation Page Explorer - used to create and modify report pages, prompt pages, and classes (local and global). Query Explorer - used to create and modify queries and perform complex tasks such as defining union joins and writing SQL statements to be used in a report. Conditional Explorer - used to create and modify variables to define conditions that will be used to format the report , 2012, IBM Corporation

89 INTRODUCTION TO THE REPORTING APPLICATION Explore Report Templates Report Studio contains several report templates to structure your reports. Different report templates can be combined on the same page IBM Corporation If you create a new report using a report template, such as list or crosstab, the report will contain a header and footer with the specified report type in the body of the report. The Statistics report type only appears when the Statistical Analysis package is installed. Repeater tables are used to format data in a repeated fashion across a table format. In Report Studio you can create Query Studio and Report Studio templates to provide users with a layout to apply to their existing reports or to create new reports. To open a copy of an existing report without affecting the original report, choose Existing. List reports are useful for presenting tabular list information. Crosstab reports are useful for comparative analysis. Chart reports are useful for graphically showing comparisons, relationships, and trends. Map reports are useful for presenting data across geographical and other spatial contexts. 2003, 2012, IBM Corporation 2-7

90 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Generate the Report To view the results of the designed report, run the report and view it in IBM Cognos Viewer. Work area report layout Results in IBM Cognos Viewer Country Revenue Country Revenue <Country> <Revenue> Run Report Portugal $34,675, IBM Corporation While working in Report Studio, you will only see metadata, such as column or row labels. You will not see actual data values in the report. To see report results, you must run the report. The results appear in a separate window in IBM Cognos Viewer. You can navigate through the report using the Page Up, Page Down, Top, and Bottom links at the bottom of the report. You can return to Report Studio to alter your report by clicking the Close link in the upper right corner of the IBM Cognos Viewer. You can distribute reports by , through the Web, or you can save them on your desktop. You would first render the report in the format that is most suitable for your needs: HTML, PDF, Excel 2000 Single Sheet, Excel 2002, Excel 2007, CSV, and XML formats , 2012, IBM Corporation

91 INTRODUCTION TO THE REPORTING APPLICATION Change the Properties of an Object The Properties pane lets you view and change the properties of an item or object in your work area. Select Ancestor Button Object Type Selected Item Name Property Property Setting 2012 IBM Corporation When you click an item or object in the report, the properties for that item appear in the Properties pane. You can verify the object type selected by the name displayed at the top of the Properties pane. It is a best practice to verify the object type selected before making any modifications to it. You can select an ancestor (or parent container) of the object previously selected in your work area by clicking the Select Ancestor button. In the slide example, the Properties pane shows the properties and settings for Revenue, which is a column in a list. The data displayed will be summarized by total. There are different ways to change a property setting. If there are only two options for a certain property, double-click the setting to toggle to the other option. If there are multiple options, you can click the setting and then click the ellipsis and choose the desired setting from the dialog box that appears, or choose a selection from a drop-down list. 2003, 2012, IBM Corporation 2-9

92 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 1 Create a Simple Report 2012 IBM Corporation , 2012, IBM Corporation

93 INTRODUCTION TO THE REPORTING APPLICATION Demo 1: Create a Simple Report Purpose: You want to make a report that lists all of the sales representatives ranked by the amount of revenue they have generated to date. The revenue must be displayed in American dollars and include the name, position, city, and country of each representative. Task 1. Open Report Studio and choose a report type. 1. Start your internet browser, in the address box, type and then press Enter. 2. On the Log on screen, in the User ID box, type brettonf, in the Password box, type Education1, and then click OK. 3. On the IBM Cognos software page, click Author advanced reports, and then on the Select a package page, click Samples\Models\GO Data Warehouse (query). 4. Click Create new, click List, and then click OK. The outline of a list report appears in the work area. A header appears at the top, and a footer containing date, time, and page number information appears at the bottom. 2003, 2012, IBM Corporation 2-11

94 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 2. Add items to the list. 1. From the Source tab. A data tree appears that contains all of the available items that can be added to the report. 2. Expand the Sales and Marketing (query) folder, expand the Sales (query) namespace query subject., and then expand the Employee by region 3. Double-click Country query item to add it to the report. The list report now contains one column. 4. Double-click City to add it to the report. City is automatically added to the end of the list. 5. Right-click Last name and then click Properties. The Properties dialog box appears with details about the item. 6. Click Close. 7. Click First name, then Ctrl-click Last name, Employee level and Position name, right-click Position name, and then click Insert. The items are added to the report in the order in which they are selected. 8. Expand the Sales fact query subject and then click and drag Revenue to add it to the end of the list report. If you place the query item outside of the list you will get a message indicating that you have created a singleton. You would like to see the Last name before the First name , 2012, IBM Corporation

95 INTRODUCTION TO THE REPORTING APPLICATION 9. In the work area, click the <Last name> cell to select the list column body, and then drag it to the left of the <First name> list column body. A flashing black bar appears when in the correct drop zone. Now that you have built the report you can view the data items in the query. Task 3. View the data items in the query. 1. On the Explorer bar, point to Query Explorer, and then click Query1. The data items you added to the list appear in the Data Items pane for the query. The names of the data items correspond to the column titles in the report layout. 2. In the Data Items pane, click Position name. You want to view information about the data the Position name data item retrieves from the data source. 3. In the Properties pane, double-click the Expression property. In the Data Item Expression dialog box, you can see that this data item retrieves data from the Position name query item in the Employee by region query subject in the Sales (query) namespace. 4. Click OK, and then in the Data Items pane, click Last name. 5. In the Properties pane, double-click the Expression property. The Data Item Expression dialog box appears. You can see that this data item retrieves data from the Last name query item in the Employee by region query subject in the Sales (query) namespace. Make sure that the column is selected by clicking any one of the cells in the column, not the column header. To check to see what element of the report you have selected, check the title bar of the Properties pane. 2003, 2012, IBM Corporation 2-13

96 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 6. Click OK to close the dialog box. 7. On the Explorer bar, point to Page Explorer, and click Page1 to return to the work area. Task 4. Remove a column from the report. You decide that you do not want to include Employee level in the list report. You will remove it from the list. 1. In the list report, click the <Employee level> column and then on the toolbar, click Cut. The column is removed from the list report. 2. On the Explorer bar, point to Query Explorer, and then click Query1. The Employee level data item still appears in the Data Items pane. Although you removed the Employee level data item from the report layout in Page Explorer, the data item has not been removed from the query. However, keeping the data item in the query can be useful for other tasks such as creating a calculation. 3. On the Explorer bar, point to Page Explorer, and then click Page1 to return to the work area. 4. On the toolbar, click Undo, in the report, click <Employee level>, and then on the toolbar, click Delete. 5. On the Explorer bar, point to Query Explorer, and then click Query1. The Employee level data item has been removed from the report layout and the query and no longer appears in the Data Items pane. Task 4, Step 2. Other examples of where you would keep a data item in the query, but remove it from the report layout are: creating an expression based on the query item, or, using this item when sorting or formatting data in the list , 2012, IBM Corporation

97 INTRODUCTION TO THE REPORTING APPLICATION Task 5. Format and sort the data, and run the report. 1. On the Explorer bar, point to Page Explorer, and then click Page1. 2. In the work area, click the <Revenue> column (not the column title). The Revenue cells are highlighted to show that they are selected. The Properties pane shows the properties for this column. 3. On the toolbar, click Sort, and then click Descending. An icon appears beside the Revenue column title indicating that the data is sorted in descending order. Our sales reps will now be ranked starting with our top performers. 4. With the <Revenue>column still selected, in the Properties pane, under the Data category, click Data Format, and then click the ellipsis. The Data Format dialog box appears. 5. In the Format type list, click Currency. 6. Under Properties, click Currency, and click the Down Arrow in the column to the right of Currency, and then in the list, click $ (USD) - United States of America, dollar. Revenue will now be displayed in American dollars. By default, it will use a comma as a thousands separator, and two decimal places. 7. Click OK. Task 5, Step 5. Changing the currency will not perform a currency conversion (for example, it will not convert one currency into the value of another). It will simply show the value with a different currency symbol, thousands separator, decimal place, and so on. If you want to see data displayed in a particular currency, the data must be stored in the data source in that currency. 2003, 2012, IBM Corporation 2-15

98 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 8. On the toolbar, click Run Report. A section of the results appear as follows: You can see that revenue is sorted in descending order. 9. At the bottom of the screen, click Page down to navigate to each page of the report. 10. Close IBM Cognos Viewer. Leave Report Studio open for the next demo. Results: You created a list report and added the necessary items from the model to report on sales representative performance. You sorted the data in descending order and formatted the revenue in American dollars , 2012, IBM Corporation

99 INTRODUCTION TO THE REPORTING APPLICATION Dimensionally-modeled and Dimensional Data sources In Report Studio, reports using dimensionallymodeled relational data sources and dimensional data sources enable you to drill down to a detailed level Drill down to a specific product 2012 IBM Corporation Dimensionally-modeled relational metadata is data taken from a relational source and modeled as a star schema. As well, hierarchies are applied to allow for drill behavior. Dimensionally-modeled relational data extends dimensional capabilities (such as drilldown) to relational sources. With dimensional 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. Only dimensional models allow drill up and drill down behavior in analyses and reports. This Report Authoring course primarily uses relational data sources to create reports. The next demo provides an opportunity to create a report using a dimensional data source. If the students are interested in using Report Studio to analyze DMR or OLAP data sources, please refer them to the IBM Cognos Report Studio: Author Reports with Multidimensional Data course. 2003, 2012, IBM Corporation 2-17

100 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 2 Create a Report from a Dimensionally-modeled Relational Data Source 2012 IBM Corporation , 2012, IBM Corporation

101 INTRODUCTION TO THE REPORTING APPLICATION Demo 2: Create a Report from a Dimensionally-Modeled Relational Data Source Purpose: You want to explore a dimensionally-modeled relational data source and create a report that enables you to drill down to a lower level of detail. Task 1. Explore a dimensionally-modeled relational data source in Report Studio. 1. From the toolbar, click New, without saving the previous report. 2. From the Package text box, click the ellipsis, navigate to Samples\ Models\GO Data Warehouse (analysis), click OK, click List, and then click OK. The data tree in the Source tab, on the left, displays the folders available in the package. Notice the folder icons. 3. Expand the Sales and Marketing (analysis) folder. You see the namespaces in the Sales and Marketing (analysis) folder. Notice the namespace icons. 2003, 2012, IBM Corporation 2-19

102 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 4. Expand the Sales namespace. A section of the results appear as follows: The available measures and dimensions display in the data tree. Notice the measures query subject icons and the dimensions icons. 5. Expand the Sales fact measures query subject. You see all the measures available in the Sales fact measures query. Notice the measures icons. 6. Expand the Retailers dimension, and then expand the Retailers hierarchy. You see a Members folder and five levels. Notice the level icons. 7. Expand the Region level. The Members folder and the Region code query item display in the data tree. Notice the query item icon , 2012, IBM Corporation

103 INTRODUCTION TO THE REPORTING APPLICATION 8. Expand the Members folder to see the five sales regions. The results appear as follows: Task 2. Add items to the list. You need to create a report that shows the quantity of Star Dome tents sold in Canada in Because this is dimensionally-modeled relational data, you can drill down to a greater level of detail than in a relational model. 1. Expand the Time dimension, Time hierarchy, Year level, and Members, and then drag 2011 to the report. Notice how you can add specific members to a report, instead of having all years added and filtering for only the years you want (as in relational data sources). 2. In the Retailers dimension, Retailers hierarchy, Region level, Members folder, expand the Americas member, and then drag the Canada member to the report. 2003, 2012, IBM Corporation 2-21

104 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 3. Expand the Products dimension, Products hierarchy, Product line level, Members folder, Camping Equipment member, Tents member, and then drag Star Dome member to the report 4. Expand Sales fact measures, and drag the Quantity measure to the report. The results appear as follows: Task 3. Allow drill-up and drill-down on the report. 1. From the Data menu, click Drill Behavior, select Allow drill-up and drill-down check box, and then click OK. 2. On the toolbar, click Run Report. You can see that 2,403 Star Dome tents were sold in Canada in Click 2011 to drill-down. The results appear as follows: You can drill-down on any underlined data. 4. Close IBM Cognos Viewer. Leave Report Studio open for the next workshop. Results: You explored a dimensionally-modeled relational data source in Report Studio. You created a report that demonstrated how you can drill down to a detailed level in the data source , 2012, IBM Corporation

105 INTRODUCTION TO THE REPORTING APPLICATION Summary At the end of this course, you should be able to: examine Report Studio and its interface explore different report types create a simple, sorted, and formatted report explore how data items are added to queries 2012 IBM Corporation 2003, 2012, IBM Corporation 2-23

106 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1 Create a Returned Items Report 2012 IBM Corporation , 2012, IBM Corporation

107 INTRODUCTION TO THE REPORTING APPLICATION Workshop 1: Create a Returned Items Report You need to make a report showing revenue for each product type within each product line. The report must list the revenue from the greatest to the least. To accomplish this: Create a list report using the GO Data Warehouse (query) package. Add the following query items to a new list in the order provided: Products: Product line, Product type, and Product Sales fact: Revenue Sort Revenue in descending order. For more detailed information outlined as tasks, see the Task Table section. For the final query results, see the Workshop Results section that follows the Task Table section. 2003, 2012, IBM Corporation 2-25

108 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Task Table Task 1: Create a List. Where to Work List report Hints Task 2: Add Items to the list. Where to Work Hints Source tab, Sales and Marketing (query), Sales (query) Task 3: Sort the data. Where to Work List GO Data Warehouse (query). Products: Product Line, Product type, Product. Sales fact: Revenue Hints Select Revenue column. Toolbar Task 4: Run the report. Where to Work Toolbar Desktop Sort Revenue in descending order. Hints Run Report. Close IBM Cognos Viewer, Close Report Studio without saving changes, and then close Internet Explorer. If you need more information to complete a task, see the Step-by-Step instructions at the end of the Workshop , 2012, IBM Corporation

109 INTRODUCTION TO THE REPORTING APPLICATION Workshop 1: Workshop Results A section of the results appears as follows: 2003, 2012, IBM Corporation 2-27

110 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Step-by-Step Instructions Task 1. Create a list. 1. On the toolbar, click New, and then click No when prompted to save the report. 2. Under Package, click the ellipsis, navigate to and click the GO Data Warehouse (query) package, and then click OK. 3. Click List, and then click OK. Task 2. Add items to the list. 1. From the Source tab expand the Sales and marketing (query), expand Sales (query), and then expand Products. 2. Shift+click Product line and Product, and then drag the three selected query items to the report. 3. Expand Sales fact, and then drag Revenue to the end of the list. Task 3. Sort the data. 1. In the work area, click <Revenue> list column body (not the column title). 2. On the toolbar, click Sort, and then click Descending. Task 4. Run the report. 1. On the toolbar, click Run Report. The revenue for each Product type under each Product line is displayed from highest to lowest. 2. Close IBM Cognos Viewer, close Report Studio without saving changes, and then close Internet Explorer , 2012, IBM Corporation

111 3 Create List Reports IBM Cognos BI 2012 IBM Corporation

112 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

113 CREATE LIST REPORTS Objectives At the end of this course, you should be able to: group, format, and sort list reports describe options for aggregating data create a multi-fact query create a report with repeated data 2012 IBM Corporation Participants should be familiar with: Report Studio Basics Suggested module to reference: Introduction to the Reporting Application 2003, 2012, IBM Corporation 3-3

114 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Examine List Reports You can use list reports to: present tabular information show detailed information from your database Country Switzerland Spain Japan Employee name Adriaantje Haanraads Agatha Reyes Aimi Tanaka Revenue $27,600, $24,097, $16,468, IBM Corporation , 2012, IBM Corporation

115 CREATE LIST REPORTS Group Data Group your data and choose how often to display item names by changing the group span properties. Group on Country and City Canada Calgary Toronto Tammy Sherwood Vittorio Rizzo Brendon Pike Group on Country and City with Group Span by City Canada Canada Calgary Toronto Tammy Sherwood Vittorio Rizzo Brendon Pike 2012 IBM Corporation You can group on one or more columns depending on how you want to see your data. The list report should preferably follow a 1:n cardinality from left to right in order to properly display the grouping. Spanning one group of items by a second group can be helpful if the second group contains many items. You can level span grouped items only by other grouped items on the report. To group related information together, select a column and click Group/Ungroup on the toolbar. For example, when country and city are both grouped, you can choose to show the country name each time the country changes (span Country by Country), each time the city changes (span Country by City), or every time there is a new record (no level spanning). A grouped item will appear at the top of a new page regardless of level spanning. For example, when Country is spanned by City, the Country name will appear at the top of the next page, even for records in the same City. Grouping a column in a list generates an order by clause in the generated SQL, so your data is returned grouped and automatically sorted ascending. 2003, 2012, IBM Corporation 3-5

116 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Format List Columns You can emphasize certain data to make your reports easier to read and understand. Before Order number Retailer name Universo Acampando 2004 Year After Order number Sporting Goods Direct Retailer name Universo Acampando Sporting Goods Direct Year 2012 IBM Corporation You can format list report columns at different levels depending on your requirements: lowest level: format the cells on a list column higher level: format both cells and the title in a list column highest level: format both the cells and titles in all columns in the list In the slide example, if you wanted to sort the Product line column by Gross profit instead of by Product line, you would delete the Product line sort item from under the Product line Sort List folder, and would then drag the Gross profit query item to the Product line Sort List folder. Items in a report that are grouped appear under the Groups folder. You can modify the item used to sort a grouped item, add or remove a sort item, and determine the sort order. Click an object that can be sorted, on the toolbar, click Sort, and then click Advanced Sorting. Select the List object, and then in the Properties pane, double-click the Grouping & Sorting property. The item used to sort specific grouped items in a report or to sort ungrouped items in a report does not need to be on the report page but does need to be in the query , 2012, IBM Corporation

117 CREATE LIST REPORTS Include List Headers and Footers You can add headers and footers to a list report to provide additional information about the contents of the report. List Page Header Overall Header Country City Employee name Revenue Sales Rep Performance by Country and City As requested by Tom Johnson Austria Wien Jutta Shulz 26,274, Sabine Grüner 32,895, IBM Corporation List headers and footers can be placed: at the top or bottom of a list on each page at the top of the first page or bottom of the last page before or after a group of details Choose where to place headers and footers based on your requirements. 2003, 2012, IBM Corporation 3-7

118 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 1 Enhance a List Report 2012 IBM Corporation , 2012, IBM Corporation

119 CREATE LIST REPORTS Demo 1: Enhance a List Report Purpose: You want to create and format a report to highlight and sort the product lines based on the revenue that they generated. You will also highlight the retailer type and sort revenue descending by quantity sold. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public folders\samples\models\go Data Warehouse (query) Report Type: List Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create the list and set options. 1. Add the following query items to a new list: Products: Product line, Product type, Product Retailers: Retailer type Sales fact: Quantity, Revenue Notice that there are no overall aggregate summaries in the list footer. 2. Click Undo, to remove the measures. Between the purpose and the first task of this demo is the setup information required for this demonstration. Many demonstrations in this course will use this format. 2003, 2012, IBM Corporation 3-9

120 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 3. From the Tools menu, click Options, and then select the Resize IBM Cognos Viewer window check box. Note that there is also a check box for Position pane on the right (requires restart). This gives you the option of positioning the Content and Properties panes on the right-hand side of the work window. 4. Click the Report tab, select the Automatic group and summary behavior for lists check box, and then click OK. 5. Ctrl-click Quantity and Revenue, and then drag them to the list. Notice that there is now an overall aggregate summary in the list footer. 6. Click the <Retailer type> column, and then on the toolbar click Group / Ungroup. Notice that the Retailer type column has been grouped and moved to the beginning of the report. 7. Click Run Report form the toolbar. The IBM Cognos Viewer window runs fully expanded. 8. Navigate to the bottom of the report to view the report summary. 9. Close IBM Cognos Viewer. Due to the complexity of the final report, you will turn off the aggregate summary feature. 10. Click Undo, and then click Undo again. 11. From the Tools menu, click Options. 12. Click the Report tab, clear the Automatic group and summary behavior for lists check box, and then click OK. Task 1, step 3, allows IBM Cognos Viewer to be expanded automatically , 2012, IBM Corporation

121 CREATE LIST REPORTS Task 2. Group and span columns. 1. From Sales fact, Ctrl-click Quantity, and Revenue, and then drag them to the list. 2. In the list, Ctrl-click the <Product line>, <Product type> and <Product> columns, and then click Group / Ungroup. 3. Click <Product type>. 4. In the Properties pane, under Data, click Group Span, and then, from the list, select Product. 5. On the toolbar, click Run Report. A section of the results appear as follows: Product type is spanned by Product. Every time Product changes the Product type is repeated. 6. Close IBM Cognos Viewer. 2003, 2012, IBM Corporation 3-11

122 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 3. Add a list page header, an overall header, and a group header. You want to add a list page header for the report and an overall header to add additional information to the report. 1. On the toolbar, click Headers & Footers, and then click List Headers & Footers. 2. Select the List page header and Overall header check boxes, and then click OK. 3. In the list object, double-click List Page Header. 4. In the Text box, replace the default text by typing Revenue by Retailer Type and then click OK. 5. With the list page header still selected, on the toolbar, change the font to Arial Black, and then change the size to 12 pt. 6. In the list object, double-click Overall. 7. In the Text box, replace the default text by typing Attention: Sales Managers and then click OK. 8. In the work area, click the <Product line> column. 9. On the toolbar click Headers & Footers, and then click Create Header. 10. With the <Product line> column still selected, click Delete to remove the redundant column , 2012, IBM Corporation

123 CREATE LIST REPORTS 11. On the toolbar, click Run Report. A section of the results appear as follows: 12. Close IBM Cognos Viewer. When a header is created from a column, the header stays within the list object. You cannot create a header out of a spanned column. Also note that the List Column titles can be moved to the start of the details of the report by selecting the entire report object and changing the Column Titles property to "At start of details". 2003, 2012, IBM Corporation 3-13

124 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 4. Format and sort a column. 1. In the work area, click <Revenue>. Notice that List Column Body appears in the Properties pane. 2. On the toolbar, click Sort, and then click Descending. 3. With the <Revenue> column still selected, in the Properties pane, click Data Format, and then click the ellipsis. 4. In the Format type list, click Currency. 5. Under Properties, click Currency, and then in the list, click $ (USD) United States of America, dollar. 6. Click OK. When a column is sorted the Sort icon appears in the list column title cell , 2012, IBM Corporation

125 CREATE LIST REPORTS Task 5. Format the body cells in a column. 1. Click <Retailer type>. 2. On the toolbar, in the Font list, click Arial, and then click Italic. 3. Click Foreground Color, and then click Purple. The font properties are applied to the body cells in the Retailer type column. The results appear as follows: 2003, 2012, IBM Corporation 3-15

126 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 6. Format an entire column. 1. With <Retailer type> still selected, from the Properties pane, click Select Ancestor, and then click List Column. 2. In the Properties pane, under Font & Text, double-click the Font property, then change the properties to Arial, 12pt, Bold, and then change the Foreground Color to Green. 3. Click OK to close the Foreground Color dialog box, and then click OK to close the Font dialog box. The results appear as follows: The color property is applied only to the column title because the List Column Body formatting overrides the List Column formatting. However, because you have not set the size or weight for the column body, the value in the cells now appears in 12 pt bold font , 2012, IBM Corporation

127 CREATE LIST REPORTS Task 7. Sort the Product line column by the Revenue generated. 1. Click <Revenue>, on the toolbar, click Summarize, and then click Total. 2. In the upper left corner of the Product type header cell click the Container Selector to select the entire list. 3. In the Properties pane, under Data, double-click Grouping & Sorting. Because Product line, Product type, and Product are grouped, these items appear under the Groups folder. 2003, 2012, IBM Corporation 3-17

128 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 4. In the Groups pane, expand Product line, and then from the Data items pane, drag Revenue to the Product line Sort List folder. The results appear as follows: The Product line column will now be sorted in ascending order based on the revenue generated by each product line. The product line that generated the least revenue will appear at the beginning of the report , 2012, IBM Corporation

129 CREATE LIST REPORTS 5. Click OK, and then on the toolbar click Run Report. A section of the results appear as follows: Since Outdoor Protection generated the least revenue, it appears at the beginning of the report. 6. Close IBM Cognos Viewer. Leave Report Studio open for the next demo. Results: You created a list report that grouped Product line, Product type, and Product name. You highlighted retailer type; you sorted revenue in descending order according to the quantity sold. 2003, 2012, IBM Corporation 3-19

130 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Understand Fact/Measure Data You can aggregate fact data to show trends or summaries. Employee name Product line Revenue Agatha Reyes Camping Equipment 9,596, Golf Equipment 1,966, Mountaineering Equipment Outdoor Protection 5,546, , Detail rows Agatha Reyes Personal Accessories 5,996, ,097,530.3 Summary row 2012 IBM Corporation Show minimum, maximum, average, total, count, or calclated data. The Rollup Aggregate Function specifies the type of aggregation to apply to summarize values. These values appear at the higher levels of list and crosstabs. The default setting is Automatic. The setting of Automatic indicates that the aggregation applied is based on the data type of the query item. Therefore, an integer data type with rollup aggregation set to automatic provides total aggregation. The report on the slide illustrates rollup aggregation set to Total. The Aggregate function specifies the type of aggregation to apply to individual values which appear as detail rows in lists or crosstabs. These property values and many others can be set for all authors in Framework Manager to centralize administration , 2012, IBM Corporation

131 CREATE LIST REPORTS Understand Aggregate Data You can show your data as summarized aggregated data or as detailed non-aggregated data. Default Aggregation Rollup Aggregate Set to Total Auto Group and Summarize set to No 2012 IBM Corporation By default, the data will be grouped and summarized, at its lowest level of detail, because of the Auto Group and Summarize property that is applied to the query. This aggregation is applied at the initial query. The rollup aggregated function summarizes grouped data and is applied after data is retrieved. The left hand list shows a list report with all of the default aggregation settings and no grouping applied; Aggregate Function is set to Total, by default, in the model package, Rollup Aggregation is set to Automatic since there is no grouping. Aggregate Function - aggregates items at the lowest level of detail and is set by the data modeler for the package. This aggregation is applied only when the query s Auto Group and Summary is set to Yes. Rollup Aggregation - is applied, by the report author, to grouped items and provides a higher level aggregation, as seen by the center list report. The right hand list report shows results with the query s Auto Group and Summery set to No. 2003, 2012, IBM Corporation 3-21

132 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Understand Difference in Aggregation You can use data items for your query from the Source tab or the Data Items tab IBM Corporation Data items selected from the source tab will be calculated and summarized prior to aggregation. Data items selected from the Data Items tab will be calculated and summarized after aggregation. Fact data items should be selected from the Data Items tab if they are to be used multiple times in a report or calculation, since they would not be re-aggregated based upon the entire query. This prevents any double counting of the fact data item and provides predictable results , 2012, IBM Corporation

133 CREATE LIST REPORTS Demo 2 Explore Data Aggregation 2012 IBM Corporation 2003, 2012, IBM Corporation 3-23

134 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 2: Explore Data Aggregation Purpose: You have been asked to create a report that lets management compare how different order methods are performing for each product line. This report should display the revenue that individual order methods generate for each product line and the average revenue all order methods generate for each product line. You will create this report and examine the underlying query model at various stages. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public folders\samples\models\go Data Warehouse (query) Report Type: List Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create a basic report and examine the query model. 1. Add the following query items to a new list, and when prompted to save the existing report, click No. Products: Product line Order method: Order method type Sales fact: Revenue , 2012, IBM Corporation

135 CREATE LIST REPORTS 2. Point to Query Explorer, and then click Query1. Notice the three data items in the Data Items pane. Each data item corresponds to an item in a column in the list report. 3. In the Data Items pane, click Revenue. In the Properties pane notice that the Aggregate Function property is set to Total. When the query groups and summarizes data at the lowest level of detail, the query will summarize data by calculating the total revenue generated at the lowest level of detail. In our report, the lowest level of detail is Revenue generated by each Order method type. You have not yet added any aggregate revenue values for grouped data items in report layout. Therefore, the Rollup Aggregate Function property for Revenue is set to Automatic. 4. On the toolbar, click Run Report. A section of the results appear as follows: You can examine the revenue generated by each product line using each order method. 5. Close IBM Cognos Viewer. 2003, 2012, IBM Corporation 3-25

136 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 2. View individual records rather than data grouped and summarized at the lowest level of detail. You decide that you want to view the amount of revenue generated by each order made using a particular Order method type for each product line. To achieve this result, you will set the Auto Group & Summarize property for this query to No. 1. Point to Query Explorer, click Queries, and then click Query1. 2. In the Properties pane, click the Auto Group & Summarize property, and then in the list, click No. 3. On the toolbar, click Run Report. A section of the results appear as follows: The report no longer displays a single row for the total revenue generated by all sales of each product line using a specific order method type. Instead, it displays individual rows containing the revenue generated by each individual sale that used a specific order method type for each product line. For example, the second row in the report displays data for a golf equipment sale made by telephone. This sale generated $41, in revenue. If you wanted to display these individual records in our final report, you would group and sort this data to make it easier to read. However, you decide you would prefer to have this data grouped and summarized at the lowest level of detail , 2012, IBM Corporation

137 CREATE LIST REPORTS 4. Close IBM Cognos Viewer. 5. In the Properties pane for Query1, click the Auto Group & Summarize property, and then in the list, click Yes. Task 3. Group query items, add aggregate data, and observe the results in the query. You want to group this data by product line and add aggregate data to display the average revenue generated by all order method types for each product line. 1. On the Explorer bar, point to Page Explorer, and then click Page1. 2. In the list, click the <Product line> column, and then on the toolbar, click Group / Ungroup. The product line column is grouped and you can now include aggregate data at a higher level of detail. You want to see the average revenue generated by all order method types for each product line, and for all product lines. 3. In the list, click <Revenue>. 4. On the toolbar, click Summarize, and then click Average. You will examine how the aggregation you specified has changed the Rollup Aggregate Function for the Revenue data item in this query. 5. On the Explorer bar, point to Query Explorer, click Query1, and then in the Data Items pane click Average(Revenue). In the Properties pane, notice that the Aggregation Method property for Average Revenue is now set to Average. This is because you have specified that revenue for grouped items in the report be aggregated to display the average revenue generated. 2003, 2012, IBM Corporation 3-27

138 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 6. On the toolbar, click Run Report. A section of the result appears as shown below: In this report, data is grouped by product line. Below each product line row is an aggregate row displaying the average revenue generated by all order method types for that product line. You can see that for all product lines, revenue generated by the Web method far exceeded those of other order methods , 2012, IBM Corporation

139 CREATE LIST REPORTS 7. Close IBM Cognos Viewer. 8. From the Run menu, click View Tabular Data. 9. Click OK in the warning message. Notice that although you grouped the Product line data item in the report layout, in the tabular data retrieved for the query, product line data is still ungrouped. This option retrieves the data without any grouping or formatting. 10. Close IBM Cognos Viewer. Leave Report Studio open for the next demo. Results: You created a list report displaying revenue generated by each order method for each product line and the average revenue all order methods generate for each product line. You also specified that the query should display individual data records instead of grouped and summarized data, and you then compared the results. 2003, 2012, IBM Corporation 3-29

140 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Use Shared Dimensions to Create Multi-fact Queries When authoring reports with multiple facts across the business, it is necessary to use at least one shared dimension item to ensure correlated and predictable results. Shared Dimension 2012 IBM Corporation A shared dimension is created by the data modeler to provide consistent results throughout the company's different business units. When business units report with these shared query items, they communicate more efficiently as a whole by providing the same base of information. Shared dimensions are also known as conformed dimensions. Results of multiple-fact queries can vary if the level of granularity differs or you use a non-conformed dimension. For example, in the GO Data Warehouse (query) package, the granularity for time differs between Sales target and Revenue. Sales targets are recorded monthly, whereas, the Revenue is recorded on a daily basis. This is not an issue when reporting and will not cause confusing results if you report at a common level of granularity, such as in this case, the month level. If you report at the day level, inventory levels will simply display repeating values, the month total for every day of the month in the report. These values will not be double-counted , 2012, IBM Corporation

141 CREATE LIST REPORTS Demo 3 Create a Multi-Fact Query in a List Report 2012 IBM Corporation 2003, 2012, IBM Corporation 3-31

142 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 3: Create a Multi-Fact Query in a List Report Purpose: You are required to create a report showing sales revenue and target revenue for each year. You will need to use conformed query items in the report to ensure the results are accurate and consistent with expected results. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public folders/samples/models/go Data Warehouse (query) Report Type: List Folder: Sales and Marketing (query) Namespace: Sales (query)/sales target (query) Task 1. Add two facts from different query subjects to a list report. 1. Add the following query items to a new list and when prompted to save the existing report, click No: Sales fact: Revenue Sales target (query)/sales target fact: Sales target 2. On the toolbar, click Run Report. The results appear as follows: These are the two distinct aggregated totals for Revenue and Sales target. These values were returned as a result of two separate Select statements. 3. Close IBM Cognos Viewer , 2012, IBM Corporation

143 CREATE LIST REPORTS Task 2. Add context to the list. You will include a query item to give context and meaning to the numbers that are already in the list. You will add the year in which the orders closed as a point in time to compare revenue to sales target. 1. From the Sales (query) namespace, add the following query item to the beginning of the report: Time (close day): Year (close date) 2. On the toolbar, click Run Report. The results appear as follows: The Revenue values change with each year, but the Sales target values do not. This is because the Time (close day) is not a conformed dimension. This dimension is not shared by both the Revenue and Sales target facts. The Sales target fact has no relationship to Time (close day). 3. Close IBM Cognos Viewer. 2003, 2012, IBM Corporation 3-33

144 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 3. Add a query item from a shared dimension to the list report. You will add a shared dimension to the report. This dimension will have a relationship to both Revenue and Sales target. 1. Under Sales target (query), point to Time. The Sales target (query) namespace contains a query object called Time. Notice there is no query object called Time (close date), which confirms what you already saw from running the report: Time (close date) is not shared across the facts. 2. Under Sales (query), point to Time. Time exists in both the Sales target (query) and the Sales (query) namespaces, therefore, it is a shared dimension. 3. Under Sales (query), expand Time, and drag Year to the beginning of the list , 2012, IBM Corporation

145 CREATE LIST REPORTS 4. On the toolbar, click Run Report. The results appear as follows: The Sales target numbers now change from year to year. In 2010, there was 7,060, worth of orders that were placed in that year, but did not close until The orders that were placed in 2010 and closed in that same year totaled 907,292, Because Sales target has no relationship to the nonconformed dimension, Year (close date), it just repeats the value it knows for This is an example of the inaccurate results that can occur when using non-conformed query items with multi-fact reports. Therefore, you should use conformed query items. 5. Close IBM Cognos Viewer. Task 4. Delete a query item from the list report. You want to delete the Year (close date) query item and only have the Year query item, from a conformed dimension, in the list. 1. In the list, click Year (close date), and then click Delete. 2003, 2012, IBM Corporation 3-35

146 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 2. On the toolbar, click Run Report. The results appear as shown below: The Revenue and Sales target numbers now change from year to year. All data is consistent in the report. 3. Close IBM Cognos Viewer. Leave Report Studio open for the next demo. Results: You created a report showing sales revenue and target revenue for each year. You used a conformed dimension in the report to ensure the results were accurate and consistent with expected results , 2012, IBM Corporation

147 CREATE LIST REPORTS Add Repeated Information to Reports You can use either repeaters or repeater tables to present repeated information. Repeater Table Mailing List Address line 1 Address line 2 Address line 3 Address line 1 Address line 2 Address line 3 Address line 1 Address line 2 Address line 3 Address line 1 Address line 2 Address line IBM Corporation Use repeaters to duplicate individual item(s) across a single row without a particular structure. Use repeater tables to repeat items in a table structure, such as mailing label information. 2003, 2012, IBM Corporation 3-37

148 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 4 Create a Mailing List Report 2012 IBM Corporation , 2012, IBM Corporation

149 CREATE LIST REPORTS Demo 4: Create a Mailing List Report Purpose: You will create a mailing list for all of your sales offices. The addresses must be listed alphabetically by county with the country name appearing at the top. For easy readability, each page must contain no more than three addresses across and four down. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public folders/samples/models/go Data Warehouse (query) Report Type: Repeater Table Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create a repeater table. 1. From the toolbar, select New, and when prompted to save the existing report, click No. 2. From the Toolbox tab, drag a Table into the drop zone at the top of the work area. 3. In the Insert Table dialog box, change the number of columns to 1, the number of rows to 7, and then click OK. 2003, 2012, IBM Corporation 3-39

150 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) The work area contains a two-column, three-row repeater table containing six tables, each having one column and seven rows. The results appear as follows: , 2012, IBM Corporation

151 CREATE LIST REPORTS Task 2. Add items to the tables. 1. From the Source tab. 2. Expand Employee by region, and then drag Country into the first cell of the first 1x7 table. 3. Drag Address 1, Address 2, City, Province or State, Postal zone, and Country into the remaining table cells. The results appear as follows: When you add multiple instances of the same data item (as in this case you added the same Country item twice) the second and subsequent items will be numbered to show that it is a duplicate entry. An alternative would have been to drag Country from the Data Items tab 2003, 2012, IBM Corporation 3-41

152 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 3. List countries in alphabetical order and apply a style to the headers. 1. Click the <Country> text item at the top of one of the tables, ensuring you select only the text item and not the entire cell. All of the Country items at the top of each table are selected. 2. On the toolbar, click Sort, and then click Ascending. A Sort Ascending icon appears beside the Country item in the first table. 3. With the <Country> items still selected, from the toolbar expand the Size list, and then select 12 pt. 4. From the toolbar, click Bold. The Country headers appear in bold black text. Task 4. Change the frequency and positioning of the tables. 1. Click the Container Selector in the top left-hand corner of the Repeater Table to select the entire container. 2. In the Properties pane, under General, change Across to 3, change Down to 4, and then press Enter. 3. Under Positioning, double-click Table Properties, select Fixed size, and then click OK , 2012, IBM Corporation

153 CREATE LIST REPORTS 4. On the toolbar, click Run Report. A section of the results appear as follows: 5. Close IBM Cognos Viewer. Leave Report Studio open for the workshop. Results: You created a mailing list and added the country name at the top of each address as a header and displayed the addresses alphabetically by country. The addresses were displayed, with no more than three addresses across and four down each page. 2003, 2012, IBM Corporation 3-43

154 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Summary At the end of this course, you should be able to: group, format, and sort list reports describe options for aggregating data create a multi-fact query create a report with repeated data 2012 IBM Corporation , 2012, IBM Corporation

155 CREATE LIST REPORTS Workshop 1 Create and Format a List Report 2012 IBM Corporation 2003, 2012, IBM Corporation 3-45

156 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Create and Format a List Report You want to create a list report with data in which users can see the gross profit generated by retailer types in each region. To accomplish this: Create a list report using the GO Data Warehouse (query) package. Add the following items: Retailer type: Retailer type Retailers: Region Sales fact: Gross profit Group Retailer type. Sort Gross profit as descending. Aggregate Gross profit by Total. For more detailed information outlined as tasks, see the Task Table section. For the final query results, see the Workshop Results section that follows the Task Table section , 2012, IBM Corporation

157 CREATE LIST REPORTS Workshop 1: Task Table Task 1. Create and sort a list. Where to Work Hints GO Data Warehouse (query) package Source tab\sales and Marketing (query)\ Sales (query) Toolbar Create a new list. Add the following query items to the list: Retailer type: Retailer type Retailers: Region Sales fact: Gross profit Group: Retailer type. Sort: Gross profit descending. Task 2: Format the list and perform aggregation. Where to Work Hints Work area Add title: Gross Profit by Retailer Type and Region. Font: Arial Black. Left justify the header block. Toolbar Summarize Gross profit by Total. If you need more information to complete a task, see the Step-by-Step Instructions section at the end of the Workshop. 2003, 2012, IBM Corporation 3-47

158 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Workshop Results At the end of Task 2, a section of the results appear as follows: , 2012, IBM Corporation

159 CREATE LIST REPORTS Workshop 1: Step-by-Step Instructions Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public folders\samples\models\go Data Warehouse (query) Report Type: List Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create and sort a list. 1. Add the following query items to a new list and when prompted to save the existing report, click No. Retailer type: Retailer type Retailers: Region Sales fact: Gross profit 2. Click the <Retailer type> column, and click Group / Ungroup. 3. Click the <Gross profit> column, click Sort, and then click Descending. Task 2. Format the list and perform aggregation. 1. Double-click the heading text, type Gross Profit by Retailer Type and Region and then click OK. 2. From the toolbar, change the font to Arial Black. 3. Click the Page Header block (not the text item), and then on the toolbar, click Left. 4. Click the <Gross profit> column, on the toolbar click Summarize, and then click Total. 5. On the toolbar, click Run Report. 6. Close IBM Cognos Viewer, close Report Studio without saving changes, and then close Internet Explorer. 2003, 2012, IBM Corporation 3-49

160 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

161 4 Focus Reports Using Filters IBM Cognos BI 2012 IBM Corporation

162 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

163 FOCUS REPORTS USING FILTERS Objectives At the end of this course, you should be able to: create filters to narrow the focus of reports examine detail filters and summary filters determine when to apply filters on aggregate data 2012 IBM Corporation Participants should be familiar with: Report Studio Basics List Reports Suggested modules to reference: Introduction to the Reporting Application Create List Reports 2003, 2012, IBM Corporation 4-3

164 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Create Filters To narrow the focus of your report, you can create a filter expression in three different ways: Custom based on data item Combined Advanced 2012 IBM Corporation Add a filter expression to focus a report and minimize processing time by excluding unwanted data. For example, you can filter data to show only customers who placed purchase orders that were valued at over one thousand dollars during the past year. When you run the report, you see only the filtered data. You have the following options to create the filter: Custom based on data item: create a simple filter condition based on selected values from only one data item in the query. Combined: combine filter conditions based on selected values from multiple data items in the query, into a single filter. Advanced: create a filter condition that uses advanced calculations (expression editor) based on items in the query or from the data source , 2012, IBM Corporation

165 FOCUS REPORTS USING FILTERS Filter Your Data with Advanced Detail Filters Create a detail filter to narrow your focus and report on specific data. Filter to show only sales revenue greater than $100,000 Expression Definition [Revenue]> Filter to show only data from January to June for the year 2012 Expression Definition [Sales (query)].[time].[date] between and IBM Corporation When you create a filter, you define conditions around query items to report on a specific subset of data. A detail filter will be applied to all rows in the report. For detail filters, filter any item in the package using the Source tab, or filter items in the report using the Data Items tab or Queries tab. Use the Functions tab to create filter calculations. Use the Parameters tab to use existing filters. 2003, 2012, IBM Corporation 4-5

166 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 1 Apply Filters to a Report 2012 IBM Corporation , 2012, IBM Corporation

167 FOCUS REPORTS USING FILTERS Demo 1: Apply Filters to a Report Purpose: The Vice President of Sales has requested a report that shows sales performance in each country for He wants to see the performance for representatives in Southern Europe so he can present an award to the top seller when he visits next month. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public Folders\Samples\Models\GO Data Warehouse (query) Report Type: List Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create the list. 1. Add the following query items to a new list: Employee by region: Country, City, First name, Last name, Position name Sales fact: Revenue 2. Click <Country>, Ctrl-click <City>, and then on the toolbar, click Group / Ungroup. 3. Click <Country>, on the toolbar click Header & Footer, and then click Create Header. 2003, 2012, IBM Corporation 4-7

168 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 4. With <Country> still selected, on the toolbar click Delete to delete the redundant <Country> column. 5. Click the <Revenue> column, on the toolbar click Summarize, and then click Total. 6. With the <Revenue> column still selected, click Sort from the toolbar, and then click Descending. 7. On the toolbar, click Run Report. A section of the results appear as follows: 8. Close IBM Cognos Viewer. Task 2. Add a filter to show sales from On the toolbar, click Filters, and then click Edit Filters. The Filters - Query 1 dialog box appears. There are two tabs; one for creating filters at the detail level, and one for creating filters at the summary level , 2012, IBM Corporation

169 FOCUS REPORTS USING FILTERS 2. With the Detail Filters tab selected, click Add, click Advanced, and then click OK. 3. In the Available Components pane, on the Source tab expand the Sales and Marketing (query) folder, expand Sales (query), and then expand Time. 4. Create and validate the following expression: [Sales (query)].[time].[date]between and Hint: Drag Date from the Time query subject, into the Expression Definition pane. 5. Click OK to close the Detail Filter Expression dialog box, and then click OK to close the Filters - Query 1 dialog box. 6. On the toolbar, click Run Report. 7. At the bottom of the page, click Bottom to navigate to the end of the report. A section of the results appear as follows: Only 2012 sales are included in the report. On the last page of the report, the Overall - Total revenue is $1,495,891, for Close IBM Cognos Viewer. There are different ways of creating filters to achieve the same result. In Task 2, Step 4, you could create the expression [Year] =2012. Create filters by adding operators and conditions to query items using SQL syntax. 2003, 2012, IBM Corporation 4-9

170 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 3. Filter data to show only Southern European countries. Note: The Southern European countries consist of Austria, Italy, and Spain. 1. On the toolbar, click Filters, and then click Edit Filters. The Filters - Query 1 dialog box appears showing the detail filter you just created. You will create another detail filter. 2. Click Add, ensure that Country is selected under Custom based on data item, and then click OK. 3. In the Values section, click Austria, and then Ctrl+click Italy. 4. Click the arrow to add the items to the Selected values window. 5. Click Page down, click Spain and add it into the Selected values window, click OK to close the Filter Condition dialog box, and then click OK to close the Filters dialog box , 2012, IBM Corporation

171 FOCUS REPORTS USING FILTERS 6. On the toolbar, click Run Report. A section of the results appear as follows: You can see that in 2012, Italy generated the most revenue of Southern European countries, and Sabine Grüner from Austria earned the top sales rep award. 7. Close IBM Cognos Viewer. Leave Report Studio open for the next demo. Results: You created a report with filters to show the revenue generated by the top sales representatives for 2012 in Southern Europe. 2003, 2012, IBM Corporation 4-11

172 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Determine When to Apply a Filter with Aggregation Before Auto-aggregation Individual data values for Navigation product type where revenue is greater than $100,000 After Auto-aggregation Summarized data values for Navigation product type where revenue is greater than $100, IBM Corporation Aggregated data can show totals, averages, or other formats of summarized data , 2012, IBM Corporation

173 FOCUS REPORTS USING FILTERS Demo 2 Apply a Detail Filter on Fact Data to a Report 2012 IBM Corporation 2003, 2012, IBM Corporation 4-13

174 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 2: Apply a Detail Filter on Fact Data to a Report Purpose: You need to make a report displaying the total revenue produced by top performing products. To create this report, you will add several filters and examine how they affect the query. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public Folders\Samples\Models\GO Data Warehouse (query) Report Type: List Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create the list. 1. Add the following query items to a new list, and when prompted to save the existing report, click No: Products: Product line, Product type Sales fact: Revenue 2. Click <Product line>, and then on the toolbar, click Group / Ungroup. 3. Click <Revenue>, on the toolbar, click Summarize, and then click Total , 2012, IBM Corporation

175 FOCUS REPORTS USING FILTERS 4. On the toolbar, click Run Report. A section of the results appear as follows: The Product line data is grouped and an aggregate row displays the total revenue generated by all product types in each product line. Notice that Cooking Gear for the Camping Equipment product line generated $272,835, in revenue. You will compare this number with the revenue number generated later in Task Close IBM Cognos Viewer. 6. On the Explorer bar, point to Query Explorer, and then click Query 1. Working in Query Explorer is further discussed in IBM Cognos Report Studio: Author Professional Reports Advanced (V10.2). 2003, 2012, IBM Corporation 4-15

176 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 7. In the Data Items pane, click Revenue. In the Properties pane, notice that that the Aggregate Function property for Revenue is set to Total. This is because in the layout you added an aggregate row displaying total revenue for grouped items in the report. 8. On the toolbar, click Up, and then in the work area, click Query 1. In the Properties pane, you notice that the Auto Group & Summarize property for the query is set to Yes. You want to view each individual data record, so you will change this property to No. 9. In the Properties pane, click the Auto Group & Summarize property, and then click No from the list. 10. On the toolbar, click Run Report. Note: Do not click the Bottom navigation button as this report returns a large amount of data and it will take a considerable amount of time to render the last page. The order you see displayed in the results may vary, as there has been no sorting applied. A section of the results appear as follows: The report displays separate rows for revenue generated by individual sales of each product type. 11. Close IBM Cognos Viewer , 2012, IBM Corporation

177 FOCUS REPORTS USING FILTERS Task 2. Apply a detail filter before auto aggregation and examine the effects. You want this report to include only data from individual orders of each product type that generated more than $100,000 in revenue. You will create a detail filter and apply it before auto aggregation. 1. On the Explorer bar, point to Page Explorer, and then click Page1. 2. On the toolbar, click Filters, click Edit Filters, and then ensure the Detail Filters tab is selected. 3. Click Add, click Revenue from the Custom based on data item list, and then OK. 4. Ensure that the Operator is >, and then in the Value text box, type (100 thousand). 5. Click OK, and then in the Application area, click Before auto aggregation. 6. Click OK to close the dialog box. 7. On the toolbar, click Run Report. A section of the results appear as follows: The report now displays only data for individual sales of product types that generated more than $100,000 in revenue. 2003, 2012, IBM Corporation 4-17

178 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 8. In the report, click Bottom. The total revenue generated by product type orders of over $100,000 is $496,713, Close IBM Cognos Viewer. 10. On the Explorer bar, point to Query Explorer, and then click Query 1. The filter that you created appears in the Detail Filters pane. 11. In the Detail Filters pane, click Revenue > In the Properties pane, the properties specified for the filter display as follows: the Definition property displays the expression you created for this filter the Usage property is set to Required the Application property is set to Before Auto Aggregation Task 3. Set the query to group and summarize data. You want to see only one row for sales of each product type, so you will set the Auto Group & Summarize property for the query back to Yes. 1. On the toolbar, click Up, and then in the work area, click Query In the Properties pane, click the Auto Group & Summarize property, and then in the list, click Yes , 2012, IBM Corporation

179 FOCUS REPORTS USING FILTERS 3. On the toolbar click Run Report. A section of the results appear as follows: There is only one row for each product type because the query will group and summarize the data at the lowest level of detail. The revenue generated by Cooking Gear is $1,863, When you ran this report without the filter in Task 1, the revenue generated by Cooking Gear was $272,835, The value is different because it no longer includes individual orders that generated less than one hundred thousand dollars in revenue. The total revenue generated by all product lines is $496,713,003.20, which is the same as when you ran the report in Task 2 with the Auto Group & Summarize property for the query set to No. Since you specified that the filter was to be applied before the query will group and summarize retrieved data, the filter will exclude the same data regardless of whether the query retrieves summarized or unsummarized data. 4. Close IBM Cognos Viewer. 2003, 2012, IBM Corporation 4-19

180 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 4. Apply a detail filter after auto aggregation and observe the effects. You want the report to display only product types for which the total revenue for all sales is greater than ten million dollars. To achieve this, you will create a detail filter and apply it after auto aggregation. 1. On the Explorer bar, point to Page Explorer, and then click Page1. 2. On the toolbar, click Filters, and then click Edit Filters. 3. Click Add, click Revenue from the Custom based on data item list, and then click OK. 4. Ensure that the Operator is >, and then in the Value text box, type (10 million). 5. Click OK, and then ensure that After auto aggregation has been selected. 6. Click OK to close the Filters dialog box. 7. On the toolbar, click Run Report. The results appear as follows: Only the five product types that generated total revenue greater than ten million display in the report , 2012, IBM Corporation

181 FOCUS REPORTS USING FILTERS 8. Close IBM Cognos Viewer. You decide you do want to include product types in the report even if the aggregated revenue generated by all sales of the product type is less than ten million dollars. However, in case you want to use this filter in the future, you will disable this filter instead of deleting it. 9. On the toolbar, click Filters, click Edit Filters, click Revenue > , and then in the Usage area, click Disabled. 10. Click OK to close the dialog box. 11. On the toolbar, click Run Report. A section of the results appear as follows: All product types that generated over $100,000 in revenue, in at least one order, again appear in the report, which indicates that the second filter you added has been disabled. 2003, 2012, IBM Corporation 4-21

182 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 12. Close IBM Cognos Viewer. 13. On the Explorer bar point to Query Explorer, and then click Query 1. Notice that the Revenue > filter still appears in the query, though it is grayed out and unavailable. 14. In the Detail Filters pane, click Revenue > In the Properties pane, notice that, as specified, the Usage property for the filter is set to Disabled. Leave Report Studio open for the next demo. Results: You created a report that displayed the total revenue produced by top performing products. You applied detail filters to the report so that only products producing a certain amount of revenue were displayed. You disabled a filter and viewed the effects , 2012, IBM Corporation

183 FOCUS REPORTS USING FILTERS Filter Your Data with Summary Filters Create a summary filter to filter your grouped data on summary values. The summary filter focuses on Product lines that generated total revenues greater than $1,000,000, IBM Corporation To add a filter that will apply to groups in the report, click the Summary Filters tab in the Filters dialog box. When you use a summary filter, you can specify the group on which you want to filter. When you combine detail and summary filters, be aware that the detail filter will affect the summarized numbers that you are filtering on. Be sure to check that the results are as expected. Workshop 1 combines detail and summary filters and illustrates the resulting impact. 2003, 2012, IBM Corporation 4-23

184 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 3 Apply a Summary Filter to a Report 2012 IBM Corporation , 2012, IBM Corporation

185 FOCUS REPORTS USING FILTERS Demo 3: Apply a Summary Filter to a Report Purpose: You need to create a report that focuses on product lines that have generated revenues greater than $1 billion. You will use a summary filter to focus on this data. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public Folders\Samples\Models\GO Data Warehouse (query) Report Type: List Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create the list and apply a summary filter. 1. Add the following query items to a new list, and when prompted to save the existing report, click No: Products: Product line, Product type Sales fact: Revenue 2. Click <Product line>, and then on the toolbar, click Group / Ungroup. 3. Click <Revenue>, on the toolbar, click Summarize, and then click Total. 4. On the toolbar, click Filters, and then click Edit Filters. 5. Click the Summary Filters tab, click Add, click Advanced and then click OK. 2003, 2012, IBM Corporation 4-25

186 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 6. Create and validate the following expression: Total(Revenue)> Hint: Drag Total(Revenue) from the Data Items tab, and the value is 1 billion. 7. Click OK. 8. In Scope, click the ellipsis, select the Product line check box, click OK to close the Scope dialog box, and then click OK to close the Filters dialog box. 9. On the toolbar, click Run Report. The results appear as follows: Only two product lines generated total revenues greater than $1,000,000,000: Camping Equipment and Personal Accessories. 10. Close IBM Cognos Viewer , 2012, IBM Corporation

187 FOCUS REPORTS USING FILTERS 11. On the Explorer bar, point to Query Explorer, and then click Query 1. The summary filter you added appears in the Summary Filters pane. 12. In the Summary Filters pane, click [Total(Revenue)]> In the Properties pane, the Scope property for this filter is set to Product line. Leave Report Studio open for the workshop. Results: You created a report that used a summary filter to focus on product lines that generated total revenues greater than $1 billion. 2003, 2012, IBM Corporation 4-27

188 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Apply Pre-defined Source Filters Save time and effort by applying filters published with your source package rather than creating your own. Pre-defined filters have been included in the report package to assist in report authoring IBM Corporation , 2012, IBM Corporation

189 FOCUS REPORTS USING FILTERS Summary At the end of this course, you should be able to: create filters to narrow the focus of reports examine detail and summary filters determine when to apply filters on aggregate data 2012 IBM Corporation 2003, 2012, IBM Corporation 4-29

190 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1 Create a Report Focused on Top Performing Product Types and Product Lines 2012 IBM Corporation , 2012, IBM Corporation

191 FOCUS REPORTS USING FILTERS Workshop 1: Create a Report Focused on Top Performing Product Types and Product Lines You need to create a report that displays revenue by product line and product type. The report must have the ability to show the product types that generated revenue greater than $100 million and product lines that generated revenue greater than $400 million. To accomplish this: Add the following query items to a new list: Products: Product line, Product type Sales fact: Revenue Add a detail filter (After auto-aggregation) for revenue greater than $100 million. Add a summary filter on Product line that generated total revenue greater than $400 million. For more detailed information outlined as tasks, see the Task Table section. For the final query results, see the Workshop Results section that follows the Task Table section. 2003, 2012, IBM Corporation 4-31

192 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Task Table Task 1: Create a list and observe the results. Where to Work Hints Toolbox tab Source tab Toolbar Add a list object to work area Task 2: Apply a detail filter on Revenue. Where to Work Hints Toolbar\ Filter \Custom based on data item\ Expression Editor Products: Product line, Product type Sales fact: Revenue Run the report Revenue>$100 million. Filters dialog box After auto-aggregation. Task 3: Apply a summary filter on Total(Revenue). Where to Work Hints Toolbar\ Filter \ Total(Revenue)>$400 million. Advanced\Expression Editor Filters dialog box Scope: Product line. If you need more information to complete a task, see the Step-by-Step Instructions section at the end of the Workshop , 2012, IBM Corporation

193 FOCUS REPORTS USING FILTERS Workshop 1: Workshop Results After running the report in Task 1 a section of the report appears as follows: 2003, 2012, IBM Corporation 4-33

194 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) After adding the detail filter in Task 2 and running the report, the report appears as follows: , 2012, IBM Corporation

195 FOCUS REPORTS USING FILTERS After adding the summary filter in Task 3 and running the report, the report appears as follows: 2003, 2012, IBM Corporation 4-35

196 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Step-by-Step Instructions Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public Folders\Samples\Models\GO Data Warehouse (query) Report Type: List Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create a list and observe the results. 1. Add the following query items to a new list, and when prompted to save the existing report, click No: Products: Product line, Product type Sales fact: Revenue 2. Click <Product line>, and then on the toolbar, click Group / Ungroup. 3. Click <Revenue>, on the toolbar, click Summarize, and then click Total. 4. On the toolbar, click Run Report, and then observe the results for Product line Revenue totals. 5. Close IBM Cognos Viewer. Task 2. Apply a detail filter on Revenue. 1. On the toolbar, click Filters, and then click Edit Filters. 2. Click Add, click Revenue from the Custom based on data item list, and then OK. 3. Ensure that the Operator is >, and then in the Value text box, type (100 million) , 2012, IBM Corporation

197 FOCUS REPORTS USING FILTERS 4. Click OK, and then ensure that After auto aggregation has been selected. 5. Click OK, and then on the toolbar, click Run Report. Observe that Product line total revenues have changed and that Product types that generated less than $100 million are not included in these totals. Outdoor Protection is no longer included in the report because all the Product types that belong to it generated less than $100 million. 6. Close IBM Cognos Viewer. Task 3. Apply a summary filter on Total(Revenue). 1. On the toolbar, click Filters, click Edit Filters, and then click the Summary Filters tab. 2. Click Add, click Advanced, and then OK. 3. Create and validate the following expression: Total(Revenue)> Hint: Drag Total(Revenue) from the Data Items tab. The value is (400 million). 4. Click OK. 5. In Scope, click the ellipsis, select the Product line check box, click OK to close the Scope dialog box, and then click OK to close the Filters dialog box. 6. On the toolbar, click Run Report. You have applied the summary filter, however, the detail filter is still enabled. Observe that only Camping Equipment, Golf Equipment, and Personal Accessories appear in the report because their Total Revenue generated was greater than $400 million. Although Mountaineering Equipment had a total Revenue of $409 million as seen in Task 1, when you applied the detail filter, its total Revenue was reduced to $245 million. Therefore, Mountaineering Equipment is filtered out of the report because the detail and summary filters were applied together. 7. Close IBM Cognos Viewer, and then close Report Studio without saving the report. 2003, 2012, IBM Corporation 4-37

198 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

199 5 Create Crosstab Reports IBM Cognos BI 2012 IBM Corporation

200 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

201 CREATE CROSSTAB REPORTS Objectives At the end of this course, you should be able to: format and sort crosstab reports create complex crosstabs using drag and drop functionality create crosstabs using unrelated data items 2012 IBM Corporation Participants should be familiar with: Report Studio Basics Suggested module to reference: Introduction to the Reporting Application 2003, 2012, IBM Corporation 5-3

202 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Create a Crosstab Report Add query items to rows and columns, and measures to the body of the crosstab. Query Items Revenue Golf Equipment Camping Equipment 2007 $174,740, $352,910, $230,110, $500,382, Measures 2012 IBM Corporation You can create a nested crosstab by adding more than one item to rows or columns, and you can report on more than one measure. Any data item that can be aggregated can be added to the body of the crosstab as the measure. The measure defines what data is being reported on, such as revenue, quantity, or profit margin , 2012, IBM Corporation

203 CREATE CROSSTAB REPORTS Add Measure to Crosstab Reports You can add measures to either the row or column edges of a crosstab report. You can add a default measure that is used in cells where the measure is not defined on the row or column edge. Default measure Defined measure for a crosstab node Revenue <#Product line#> <#Product line#> <#Quarter#> <#1234#> <#1234#> <#Order method#> <#Quantity#> <#Quantity#> <#1234#> <#1234#> <#1234#> <#1234#> Revenue values Quantity values 2012 IBM Corporation The crosstab cells contain the measure values. Default measure is a property of the crosstab object. If the measures of the crosstab cannot be determined by what is being rendered on the edges, then the default measure will be rendered. By adding items as peers of other items, report authors create union queries. Crosstab edge cells have four drop zones: one on each side, one at the top of the cell, and one at the bottom of the cell. The author uses the crosstab drop zones to add items as parents, peers, or children of other items in the crosstab. Using crosstab drop zones, you can quickly create union crosstabs using drag-and-drop functionality. 2003, 2012, IBM Corporation 5-5

204 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 1 Create a Simple Crosstab Report 2012 IBM Corporation , 2012, IBM Corporation

205 CREATE CROSSTAB REPORTS Demo 1: Create a Simple Crosstab Report Purpose: You want to create and format a report to show revenue generated by order method for each year. You want to see yearly trends in sales for each order method. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public folders\samples\models\go Data Warehouse (query) Report Type: Crosstab Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create a crosstab. 1. From the Source tab, add the following query items to a new crosstab: Rows: Products: Product line Columns: Order method: Order method type Measures: Sales fact: Revenue 2003, 2012, IBM Corporation 5-7

206 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 2. On the toolbar, click Run Report. The results appear as follows: Your report shows the revenue generated for each product line by each order method. You want to add currency to the revenue items and add years to the report to compare revenue generated in each year. 3. Close IBM Cognos Viewer. Task 2. Add Year to the crosstab report and sort on Year. 1. Expand the Time query subject, and then drag Year to Columns nested under <#Order method type#>. 2. Click the <#Year#> column title. 3. From the toolbar, click Sort, and then click Ascending. 4. On the toolbar, click Run Report. Your report is very wide. When consumers are viewing the report, they will always have to scroll horizontally. You can swap the rows and columns to make it easier for consumers to read the report. 5. Close IBM Cognos Viewer , 2012, IBM Corporation

207 CREATE CROSSTAB REPORTS 6. On the toolbar, click Swap Rows and Columns. 7. On the toolbar, click Run Report. 8. Click Page down to view the rest of the report. The results appear as follows: Your report shows that Web sales have been increasing while Telephone sales have been decreasing. (Be aware that the 2013 values are based on only 7 months of data, not 12 months of data like the others) 9. Close IBM Cognos Viewer. Leave Report Studio open for the next demo. Results: You created and formatted a report to show revenue generated by order method for each year. The report displayed yearly trends in sales for each order method. 2003, 2012, IBM Corporation 5-9

208 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Create Complex Crosstab Reports Crosstab drop zones let you create a wide variety of crosstab layouts to meet your business requirements. Add Region as a peer of Product line 2012 IBM Corporation To add a second item as a peer below an existing item, drop the new item below the bottom instance of the item on the row edge. To add a second item as a peer above the existing item, drop the new item above either instance of the item on the row edge. To add a second item as a peer to the right of the existing item, drop the new item to the right of the far right instance of the item on the column edge. To add a second item as a peer to the left of the existing item, drop the new item to the left of either instance of the item on the column edge , 2012, IBM Corporation

209 CREATE CROSSTAB REPORTS Create Crosstab Nodes and Crosstab Node Members When you add items to crosstabs, you create crosstab nodes and crosstab node members. This crosstab node contains two crosstab node members: Region and City IBM Corporation The row and column edges of a crosstab are composed of sets of crosstab nodes. A crosstab node contains one crosstab node member, as well as any crosstab node members nested under it. Each crosstab node member refers to a data item. Crosstab nodes and crosstab node members let you easily create and modify complex crosstabs. 2003, 2012, IBM Corporation 5-11

210 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 2 Create Complex Crosstab Reports 2012 IBM Corporation , 2012, IBM Corporation

211 CREATE CROSSTAB REPORTS Demo 2: Create Complex Crosstab Reports Purpose: Create a crosstab report for users to analyze the revenue generated and the quantity sold for different order methods. You will add data to examine the revenue generated by different order methods in the countries where your products are sold. You will also add order year data to the report and explore the flexibility of layout options using the crosstab drop zones. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public folders\samples\models\go Data Warehouse (query) Report Type: Crosstab Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create a crosstab report. 1. From the Source tab, add the following query items to a new crosstab, and when prompted to save the existing report, click No: Rows: Products: Product line Columns: Order method: Order method type 2003, 2012, IBM Corporation 5-13

212 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 2. Nest on a crosstab edge. You want to examine the revenue generated and quantity sold by each order method for each product line. To do this, you will nest both of these measures in the rows of the report. 1. From the Source tab, expand Sales fact, and then drag Revenue to the Rows area as a child of <#Product line#>. Revenue is nested in the Product line rows of the crosstab. The results appear as follows: You also want to nest Quantity in the Product line rows , 2012, IBM Corporation

213 CREATE CROSSTAB REPORTS 2. From the Source tab, from Sales fact, drag Quantity to the Rows area as a peer of <#Revenue#>. Both Revenue and Quantity are now nested in the Product line rows of the crosstab. The results appear as follows: 3. On the toolbar, click Run Report. A section of the results appear as follows: You can analyze the revenue generated and the quantity sold by each order method for each product line. 4. Close IBM Cognos Viewer. 2003, 2012, IBM Corporation 5-15

214 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 3. Add items as peers on a crosstab edge. You are also interested in how revenue generated by different order methods varies from country to country. 1. From the Source tab, expand Employee by region, and then drag Country to the Rows area as a peer of <#Product line#>. Both Product line and Country now appear on the row edge of the crosstab. The results appear as follows: Country has no measure associated with it, since Revenue and Quantity are children of Product line only , 2012, IBM Corporation

215 CREATE CROSSTAB REPORTS 2. From the Data Items tab, drag Revenue to the Rows area as a child of <#Country#>. The results appear as follows: Revenue is nested within the Country rows of the crosstab. The results appear as follows: 3. On the toolbar, click Run Report. You can examine the revenue generated by each order method in different countries as well as the revenue generated and the quantity sold by each order method for each product line. 4. Close IBM Cognos Viewer. You now want to examine data for years and order methods. To do this, you will add Year to the column edge of the crosstab. 2003, 2012, IBM Corporation 5-17

216 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 5. From the Source tab, expand Time, and then drag Year to the left of <#Order method type#> in the Columns area of the crosstab. The results appear as follows: Both Year and Order method appear on the column edge of the crosstab. The results appear as follows: 6. Click the <#Year#> column header. 7. On the toolbar, click Sort, and then click Ascending , 2012, IBM Corporation

217 CREATE CROSSTAB REPORTS 8. On the toolbar, click Run Report. A section of the results appear as follows: You can examine revenue generated and quantity sold for your product lines as well as by different order methods. You can also examine the revenue generated in different countries by different order methods. For example, you can see that no Mountaineering Equipment was sold in Close IBM Cognos Viewer. Results: You created a report that displayed revenue generated and quantity sold by your product lines in different years and by different order methods. The report also displayed the revenue generated in different countries in different years and by different order methods. You explored the flexibility of layout options using the crosstab drop zones. 2003, 2012, IBM Corporation 5-19

218 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Format Crosstab Reports You can specify formatting for cells displaying data for a specific row or column edge item, such as Product line or Region. Formatting applied to Crosstab Fact Cells Gross profit Personal Accessories Asia Pacific ,535, ,203, Bold, Blue Italic, Green No formatting applied 2012 IBM Corporation , 2012, IBM Corporation

219 CREATE CROSSTAB REPORTS Add Unrelated Items to Crosstabs Edges You can create discontinuous crosstabs that have unrelated data in the row and column edges. Node Nodes Node Nodes 2012 IBM Corporation Creating discontinuous crosstabs lets you present a wide variety of information in one report and customize the way it is displayed If you want items on the edges of your crosstab to be discontinuous (contain different nested items), you can turn on the Create crosstab node option. This can be found under the Structure menu item. If you want items on the edges of your crosstab to be related (contain the same nested items), you can turn off the Create crosstab node option. 2003, 2012, IBM Corporation 5-21

220 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 3 Sort and Format a Crosstab Report 2012 IBM Corporation , 2012, IBM Corporation

221 CREATE CROSSTAB REPORTS Demo 3: Sort and Format a Crosstab Report Purpose: You want to create a crosstab report with data in which users can easily understand the sort order and can distinguish between data based on appearance. The report should show revenue for each year of operation for each Product type within each Product line. In the same crosstab, you want to display Revenue for each Retailer type. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public Folders\Samples\Models\GO Data Warehouse (query) Report Type: Crosstab Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create and sort a crosstab. 1. From the Source tab, add the following query items to a new crosstab, and when prompted to save the existing report, click No: Rows: Products: Product line Columns: Time: Year Measure: Sales fact: Revenue 2003, 2012, IBM Corporation 5-23

222 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 2. On the column edge, click <#Year#>. 3. On the toolbar, click Sort, and then click Ascending. 4. Sort <#Product line#> ascending. Task 2. Format the crosstab and perform advanced sorting. 1. From the Source tab, expand Retailer type, and then drag Retailer type to Rows as a peer of <#Product line#>. 2. On the row edge, right+click <#Product line#>, and then click Select Member Fact Cells. 3. On the toolbar, click Foreground Color, and then click Blue. 4. On the row edge, click <#Retailer type#>, and then in the Properties pane, under Data, double-click the Sorting property. 5. In the Sorting box, from the Data items pane, drag Revenue to the Sort List pane, and then double-click the Revenue item that you just added to change the sort order from ascending to descending. 6. Click OK. 7. On the column edge, click <#Year#>. 8. On the toolbar, click Summarize, and then click Total. Task 3. Add aggregate data to the crosstab. 1. From the Source tab, drag Product type to the Rows as a child of <#Product line#>. 2. On the row edge, click <#Product type#>. 3. On the toolbar, click Summarize, and then click Total. 4. On the row edge, click Total, in the Properties pane, under Text Source, click the Source Type property, and then in the list, click Data Item Value, if not already selected , 2012, IBM Corporation

223 CREATE CROSSTAB REPORTS 5. On the toolbar, click Run Report. 6. Click Page down to view the rest of the report. The results appear as follows: 7. Close IBM Cognos Viewer. 2003, 2012, IBM Corporation 5-25

224 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 4. Examine crosstab nodes and crosstab node members. 1. On the row edge, click the <#Product line#> row, and then drag it below the <#Retailer type#> row. This moves only the Product line node member. You wish to move the entire Crosstab node. 2. On the toolbar, click Undo. 3. On the row edge, ensure <#Product line#> is selected. 4. In the Properties pane, click Select Ancestor, and then click Crosstab Node. 5. In the crosstab, drag <#Product line#> below <#Retailer type#>. Leave Report Studio open for the next workshop. Results: You created a crosstab report with data in which users can easily understand the sort order and can distinguish between data based on appearance. The report now shows revenue for each year of operation for each Product type within each Product line. In the same crosstab, you have displayed Revenue for each Retailer type , 2012, IBM Corporation

225 CREATE CROSSTAB REPORTS Summary At the end of this course, you should be able to: format and sort crosstab reports create complex crosstabs using drag and drop functionality create crosstabs using unrelated data items 2012 IBM Corporation 2003, 2012, IBM Corporation 5-27

226 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1 Present Unrelated Items in a Crosstab using a Discontinuous Crosstab 2012 IBM Corporation , 2012, IBM Corporation

227 CREATE CROSSTAB REPORTS Workshop 1: Present Unrelated Items in a Crosstab using a Discontinuous Crosstab You are requested to create a report showing revenue and quantity for each product line by year and quarter. The report should show revenue and quantity data for each sales region. Since the report will have rows with unrelated data, you will create a discontinuous crosstab report. You will also format revenue fact cells and quantity fact cells to display in different colors. To accomplish this: Create a new crosstab report using the GO Data Warehouse (query) package. Add the following query items to a new crosstab: Rows: Products: Product line, Time: Year (below Product line as a peer), Time: Quarter (nested to the right of Year as a child) Columns: Employee by region: Branch region Sales fact: Revenue and Quantity (nested under Branch region as children) Sort <#Branch region#> and <#Product line#> as ascending. Sort <#Year#> as descending. Format <#Revenue#> Member Fact Cells with a Blue foreground color. Format <#Quantity#> Member Fact Cells with a Red foreground color. For more detailed information outlined as tasks, see the Task Table section. For the final query results, see the Workshop Results section that follows the Task Table section. 2003, 2012, IBM Corporation 5-29

228 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Task Table Task 1: Create a discontinuous crosstab. Where to Work Hints GO Data Warehouse (query) package\ Toolbox tab Source tab, Sales and Marketing (query) folder\ Sales (query) namespace Toolbar Create a crosstab report. Rows Products: Product line Time: Year (below Product line as a peer) Time: Quarter (nested to the right of Year as a child) Columns Employee by region: Branch region Sales fact: Revenue and Quantity (nested under Branch region as children) Sort: <#Branch region#> ascending. Sort: <#Product line#> ascending. Sort: <#Year#> descending. Task 2: Apply formatting to the crosstab fact cells. Where to Work Hints Revenue Column Edge Quantity Column Edge Main Window Member Fact Cells: blue foreground color. Member Fact Cells: red foreground color. Close IBM Cognos Viewer, Report Studio, Internet Explorer. If you need more information to complete a task, see the Step-by-Step Instructions section at the end of the Workshop , 2012, IBM Corporation

229 CREATE CROSSTAB REPORTS Workshop 1: Workshop Results At the end of Task 2, a section of the results appear as follows: 2003, 2012, IBM Corporation 5-31

230 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Step-by-Step Instructions Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public Folders\Samples\Models\GO Data Warehouse (query) Report Type: Crosstab Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create a discontinuous crosstab. 1. Add the following query items to a new crosstab: Rows: Products: Product line Columns: Employee by region: Branch region 2. From the Source tab, expand Time, and then drag Year below <#Product line#> as a peer , 2012, IBM Corporation

231 CREATE CROSSTAB REPORTS 3. From Time, drag Quarter to the right of <#Year#> as a child. 4. From the Source tab, expand Sales fact query subject, and then drag Revenue under the <#Branch region#> column as a nested column. 5. From the Sales fact query subject, drag Quantity as a peer of <#Revenue#>, nested under the <#Branch region#> column. 6. Click the <#Branch region#> column. 7. On the tool bar, click Sort, and then click Ascending. 8. Sort <#Product line#> ascending. 9. Sort <#Year#> descending. 2003, 2012, IBM Corporation 5-33

232 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 2. Apply formatting to the crosstab fact cells. 1. On the column edge, right-click <#Revenue#>, and then click Select Member Fact Cells. 2. On the toolbar, click Foreground Color, and then click Blue. 3. On the column edge, right-click <#Quantity#>, and then click Select Member Fact Cells. 4. On the toolbar, click Foreground Color, and then click Red. 5. On the toolbar, click Run Report. 6. Close IBM Cognos Viewer, Report Studio and Internet Explorer , 2012, IBM Corporation

233 6 Present Data Graphically IBM Cognos BI 2012 IBM Corporation

234 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) , 2012, IBM Corporation

235 PRESENT DATA GRAPHICALLY Objectives At the end of this course, you should be able to: create charts containing peer and nested columns present data using different chart type options add context to charts create and reuse custom chart palettes present key data in a single dashboard report 2012 IBM Corporation Participants should be familiar with: Report Studio Basics Filter Basics Suggested module to reference: Introduction to the Reporting Application Focus Reports Using Filters 2003, 2012, IBM Corporation 6-3

236 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Create a Chart Report Measures Series Categories 2012 IBM Corporation The chart user interface lets you format and customize different objectives in charts. Data can be displayed graphically to effectively show comparisons, relationships, and trends using one or more of the available chart types. The IBM Cognos BI v10.2 release includes two charting engines. Users can switch between the legacy chart engine and the default chart engine. The legacy chart engine is no longer the default. Default chart authoring allows you to create several types of standard charts. The chart authoring feature offers rich, visually-appealing charts with additional options to enhance them. The features and benefits of each chart type are displayed at the bottom of the Insert Chart dialog box when you click a chart type. Many chart aspects can be customized including the title, the axes, 2D and 3D properties, and adding baselines , 2012, IBM Corporation

237 PRESENT DATA GRAPHICALLY Different Chart Options Legacy and new Default Charts Legacy Charts New Default Charts 2012 IBM Corporation IBM Cognos Report Studio includes a default chart technology. You can continue to use and work with the legacy charts or upgrade your legacy charts to the default charts. The new default chart technology provides a greater and more updated list of chart types and options for presenting your data in a meaningful way. 2003, 2012, IBM Corporation 6-5

238 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Create Charts Containing Peer and Nested Items Year added as a peer of Region Product type nested as a child of Product line 2012 IBM Corporation You can use chart drop zones to add items as parents, peers or children of other items in the chart, allowing you to quickly create and customize charts to meet your business needs. Since multiple items are often added to the vertical axis of a chart, the Series area of chart types contains an additional drop zone that can be used to create peer unions between items. Even though there is no additional drop zone shown for the horizontal axis, you can create peer unions between items on the horizontal axis , 2012, IBM Corporation

239 PRESENT DATA GRAPHICALLY Create and Reuse Custom Chart Palettes 2012 IBM Corporation Patterns are especially useful when users print charts in black and white. You can create a chart palette that contains only patterns, or you can create a palette that contains a combination of patterns, colors, and gradients. To reuse a custom palette, copy the palette to the clipboard and then paste the palette into a different chart report. If you create a custom chart palette, to save time, you can copy the palette from one chart, and then paste it into different charts. When using patterns in charts, the chart displays best when you include borders for chart elements such as the bars or pie slices. There is a ready-made Patterns palette that report authors can select when defining chart palettes. You can change the foreground and background colors for patterns in the palette. For example, you could change the foreground color of a pattern to white and the background of the pattern to black. 2003, 2012, IBM Corporation 6-7

240 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Add Data-driven Baselines and Markers to Charts 2012 IBM Corporation To help consumers analyze data, you can add data-driven baselines to charts. Baselines help report consumers to quickly identify target or threshold values in charts , 2012, IBM Corporation

241 PRESENT DATA GRAPHICALLY Demo 1 Create and Format Chart Reports 2012 IBM Corporation 2003, 2012, IBM Corporation 6-9

242 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 1: Create and Format Chart Reports Purpose: You will create a combination chart displaying yearly revenue generated by different regions, product lines. You want users to easily distinguish between regional data and yearly data. Because this report will be printed in black and white, you will create a custom palette for the chart and then reuse it for the second series chart. You will add baselines for this chart to display the mean, and plus or minus one standard deviation. Portal: User/Password: brettonf/education1 Studio: Report Studio Report Type: Blank Package: Public Folders\Samples\Models\GO Data Warehouse (query) Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create the combination chart. 1. On the Tools menu, click Options, click the Advanced tab, ensure the Use legacy chart authoring check box is cleared, and then click OK. 2. On the toolbar, click New, click Chart, and then click OK. 3. Click Combination from the left pane, click Stacked Bar and Stacked Area from the right pane, and then click OK , 2012, IBM Corporation

243 PRESENT DATA GRAPHICALLY 4. Add the following query items to the chart: Default measure (y-axis) drop zone: Sales fact: Revenue Categories (x-axis) drop zone: Products: Product line Series (primary axis) drop zone: Retailers: Region 2003, 2012, IBM Corporation 6-11

244 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 2. Combine area and bar charts in a single presentation. You want the Region to appear as an area clustered chart rather than an area stacked chart. 1. On the Chart workspace, in the Series area, click the chart icon for <#Region#>. 2. In the Properties pane, under General, click the Series Type property and then click Clustered from the list. You also want to add a clustered bar chart to display the revenue generated for each product line by year. 3. From the Source tab, expand Time, and then drag Year to the Series (primary axis) drop zone beneath that series drop zone for <#Region#>. 4. Click the chart icon for the <#Year#> series. 5. In the Properties pane, under General, click Series Type and then click Clustered from the list. The results appear as follows: , 2012, IBM Corporation

245 PRESENT DATA GRAPHICALLY 6. On the toolbar, click Run Report. Both the region and the year data appear on the chart, however it is difficult to see the values of the different regions. The chart can be customized further in order to provide a better view of the data. 7. Close IBM Cognos Viewer. 8. In the Series area, click the <#Region#> text, on the toolbar, click Sort, and then click Ascending. 9. In the Series area, click the <#Region#> chart icon, in the Properties pane, under Box, click Borders, and then select Show. 10. In the Series area, click the <#Year#> text, on the toolbar, click Sort, and then click Ascending. 11. In the Series area, click the <#Year#>chart icon, in the Properties pane, under General, select Bar Shape and then click Cylinder. 12. Click the chart background, in the Properties pane, under General, beside Depth, from the list, click , 2012, IBM Corporation 6-13

246 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 13. On the toolbar, click Run Report. The results appear as follows: The year data appears as a bar chart and the region data appears as an area chart. This allows the yearly revenue generated by each product line to be compared with the revenue generated by each region. 14. Close IBM Cognos Viewer. Task 3. Format an axis title. 1. In the chart area, expand Axis titles. 2. From the Toolbox tab, drag a Text Item to the first Default Axis Title drop zone. This is the drop zone for the horizontal axis title. 3. In the Text dialog box, type Product Lines -Total Revenue: press the space bar, and then click OK , 2012, IBM Corporation

247 PRESENT DATA GRAPHICALLY 4. From the Toolbox tab, drag a Text Item to the second Default Primary Axis Title drop zone. 5. In the Text dialog box, type Revenue by Year and Region, and then click OK 6. From the Toolbox tab, drag a Query Calculation to the end of the text in the horizontal axis title drop zone. Note: Insert a query calculation into your report to add a new row or column with values that are based on a calculation. Insert a layout calculation to add run-time information, such as current date, current time, and user name. 2003, 2012, IBM Corporation 6-15

248 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 7. In the Name box, type Total Revenue for Product Lines and then click OK. 8. Create and validate the following expression: total([revenue]) Hint: Drag Revenue from the Data Items tab. 9. Click OK to close the dialog box. 10. On the toolbar, click Run Report. The results appear as follows: The total product line revenue displays under the horizontal axis. 11. Close IBM Cognos Viewer , 2012, IBM Corporation

249 PRESENT DATA GRAPHICALLY Task 4. Create a custom palette (optional). Because this chart will be printed in black and white, you will create a custom palette that uses the Gray Scale palette and patterns. 1. Click the <#Region#> series chart icon, in the Properties pane, under Color & Background, double-click the Palette property. 2. In the Chart Palette Presets list, click Gray Scale. You want to add some patterns to the palette so that there are enough palette entries for all the items in your chart. 3. In the left pane, click New, in the Fill type list, click Pattern, change the Default and Foreground Color to Black, and then change the Background Color to White. A new pattern entry (horizontal line) is added to the palette. You will now add more entries. Tasks 4-6 are optional; however they must all be done or not done at all. 2003, 2012, IBM Corporation 6-17

250 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 4. Click New, in the Fill type list, click Pattern, in the Pattern pane, click the second option (vertical lines), change the Default and Foreground Color to Black, and then change the Background Color to White. The results appear as follows: , 2012, IBM Corporation

251 PRESENT DATA GRAPHICALLY 5. With the new vertical line pattern still selected in the left pane, click Move Down to move the new pattern below the second gray scale entry. 6. Click New, click Pattern, in the right pane, click the fourth option (forward slashes), change the Default and Foreground Color to Black and then change the Background Color to White. 7. Click Move Down to move the new pattern (forward slashes) below the third gray scale entry. 8. Click New, click Pattern, in the right pane, click the fifth option (back slashes), change the Default and Foreground Color to Black and then change the Background Color to White. 9. Click Move Down to move the new pattern (back slashes) below the fourth gray scale entry. 10. In the list of palette entries, click the bottom gray scale option (Black), and then click Delete. Use the Delete button to the right of the New button. 11. Click New, in the list, click Pattern, in the Pattern pane, click the sixth option (hash marks), change the Default and Foreground Color to Black, and then change the Background Color to White. 2003, 2012, IBM Corporation 6-19

252 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 12. Click Move Up until the new pattern (hash marks,) that you just added, appears at the top of the list of palette entries. The results appear as follows: 13. Click OK to close the Palette dialog box , 2012, IBM Corporation

253 PRESENT DATA GRAPHICALLY 14. On the toolbar, click Run Report. The results appear as follows: 15. Close IBM Cognos Viewer. Task 5. Reuse the custom palette (optional). You want to reuse the custom palette that was just created for the Year series bar chart. 1. With the <#Region#> series still selected, in the Properties pane, under Color & Background, double-click the Palette property. 2. Click Copy Palette, and then click OK. 2003, 2012, IBM Corporation 6-21

254 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 3. Select the <#Year#> series icon, and then in the Properties pane, under Color & Background, double-click the Palette property. 4. In the Palette dialog box, click Paste Palette, and then click OK. 5. With the <#Year#> series chart icon still selected, in the Properties pane, under General, change the Bar Shape property to Rectangle. 6. On the toolbar, click Run Report. The chart uses the new custom palette for both of the series charts. The results appear as follows: 7. Close IBM Cognos Viewer , 2012, IBM Corporation

255 PRESENT DATA GRAPHICALLY Task 6. Add baselines to the chart. 1. Click the chart background, and then in the Properties pane, under Chart Annotations, double-click the Numeric Baselines property. You will add a baseline to display the mean revenue based on year. 2. In the Baselines dialog box, click New, and then in the list, click Mean. 3. Ensure that the following properties are set as follows: Based on: Year, Year Number of standard deviations: 0 Baseline Label: Mean Line Styles: Weight: 2 px, Color: Blue 4. Click OK to close the Line Styles dialog box. You will add a baseline to display a +1 standard deviation from the mean revenue based on Year. 5. In the Baselines dialog box, click New, and then in the list, click Mean. 6. Ensure that the following properties are set as follows: Based on: Year, Year Number of standard deviations: 1 Baseline Label: Mean + 1 STD Deviation Line Styles: Weight: 2 px, Color: Green 2003, 2012, IBM Corporation 6-23

256 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 7. Click OK to close the Line Styles dialog box. You will add a baseline to display a -1 standard deviation from the mean revenue based on Year. 8. In the Baselines dialog box, click New, and then in the list, click Mean. 9. Ensure that the following properties are set as follows: Based on: Year, Year Number of standard deviations: -1 Baseline Label: Mean - 1 STD Deviation Line Styles: Weight: 2 px, Color: Red 10. Click OK to close the Line Styles dialog box. The results appear as follows: 11. Click OK to close the Baselines dialog box , 2012, IBM Corporation

257 PRESENT DATA GRAPHICALLY 12. On the toolbar, click Run Report. The results appear as follows: The chart uses a custom palette and displays the baselines you specified. 13. Close IBM Cognos Viewer. Leave Report Studio open for the next demo. Results: You created a report using a combination chart to display revenue generated in different regions as an area chart, and a bar chart displaying revenue generated for different years. You added data to the horizontal axis title displaying the total revenue generated by all product lines and created a custom palette for the region area chart. You then reused this palette for the year bar chart, and then added data-driven baselines to this chart. 2003, 2012, IBM Corporation 6-25

258 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Compare Values and Highlight Proportions Using Gauge Charts and Pie Charts Gauge Chart Pie Chart 2012 IBM Corporation Gauge charts are useful for comparing values between a small number of variables. A gauge chart plots a data series against a measure using a dial or gauge for the measure, and needles or indicators for the series members. Pie charts highlight data proportionally against a measure, allowing for quick identification of major performers , 2012, IBM Corporation

259 PRESENT DATA GRAPHICALLY Demo 2 Create a Gauge Report and a Pie Chart Report 2012 IBM Corporation 2003, 2012, IBM Corporation 6-27

260 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 2: Create a Gauge Report and a Pie Chart Report Purpose: You want to create a chart for users to quickly compare how different product lines are selling. You would also like to see this data represented proportionally. A gauge chart is a Good way to show comparisons between multiple variables, while a pie chart will show the data proportionally. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public Folders\Samples\Models\GO Data Warehouse (query) Report Type: Gauge Chart with Beveled Border Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Create a gauge chart. 1. Add the following query items to the new chart, and when prompted to save the existing report, click No: Default measure drop zone: Sales fact: Revenue Gauge Axes drop zone: Products: Product line Categories (gauges) drop zone: Time: Year , 2012, IBM Corporation

261 PRESENT DATA GRAPHICALLY 2. Double-click the report title text, type Revenue by Product Line and then click OK. 3. Click the block surrounding the report title, and then click Left. 4. In the Properties pane, under Positioning, double-click the Size & Overflow property, in the Width box, type 500, and then click OK. 5. Click the chart background, and then in the Properties pane, under Positioning, double-click the Size & Overflow property. 6. In the Width and Height boxes, type 500, and then click OK. 2003, 2012, IBM Corporation 6-29

262 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 2. Modify the axis labels and gauge properties. 1. Click the Axis Labels, on the toolbar, change the Foreground Color to Black, and then click Bold. 2. Click the chart background. 3. In the Properties pane, under General, double click the Gauge Border property, change Color to Navy, and then click OK to close the Color dialog box. 4. Click OK to close the Gauge Border dialog box. 5. Under Color and Background, double click Dial Face Fill. 6. From Fill type, select Linear Gradient, under Colors, click the first color option, and then click Color. 7. Click the Web Safe Colors tab, click #CCCCCC (10 th row, 11 th column), and then click OK. 8. Under Colors, click the second color option, and then click Color. 9. Click the Web Safe Colors tab, click #CCFFFF (10 th row, last column), and then click OK , 2012, IBM Corporation

263 PRESENT DATA GRAPHICALLY 10. In the Position box type 50. The results appear as follows: 11. Click OK to close the Fill Effects dialog box. 2003, 2012, IBM Corporation 6-31

264 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 3. Modify the arc colors. 1. Click the Gauge Axes icon, in the Properties pane, under Color & Background, double-click the Gauge Axis Colors property. To indicate product lines that are selling poorly, the low end of the arc will appear in red. 2. In the Gauge Axis Colors dialog box, click the top color, and then click Color. 3. In the Named Colors tab, click Red, and then click OK. 4. In the Gauge Axis Colors dialog box, click the middle color, and then click Color. 5. In the Named Colors tab, click Yellow, and then click OK. 6. Ensure the center color (yellow) in the list is selected, and then change the position percentage to 50%. 7. In the Gauge Axis Colors dialog box, click the bottom color, and then click Color. 8. In the Named Colors tab, click Green, and then click OK. 9. Click OK to close the Gauge Axis Colors dialog box , 2012, IBM Corporation

265 PRESENT DATA GRAPHICALLY 10. On the toolbar, click Run Report. A section of the results are as follows: 11. Close IBM Cognos Viewer. Task 4. Create a pie chart. 1. Click New, and then click No to saving the report. 2. Double click Chart, and then click Pie, Donut. 3. Click Pie with 3-D Effects and Rounded Bevel, and then click OK. 4. Add the following query items to the chart: Default measure: drop zone: Sales fact: Revenue Series (pie slices): drop zone: Products: Product line 2003, 2012, IBM Corporation 6-33

266 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 5. Set the properties of the chart. 1. Click the chart background. 2. In the Properties pane, under General, double-click the Exploded Slices property, click Add, and then change the Slice number to Click OK to close the Exploded Slice dialog box. 4. Click OK to close the Exploded Slices dialog box 5. In the Properties pane, under Box, change Borders to Show. 6. In the Properties pane, under Color & Background double-click Palette. 7. From the Chart Palette Presets, click Dynamic and then OK. 8. Double-click the report title text, type Revenue by Product Line and then click OK. 9. Click the header block, and then click Left , 2012, IBM Corporation

267 PRESENT DATA GRAPHICALLY 10. From the toolbar, click Run Report. 11. Move the cursor over the expanded green slice to view the tooltip. The results are as follows: 12. Close IBM Cognos Viewer. Leave Report Studio open for the next demo. Results: You have created a gauge chart for users to quickly compare how different product lines are selling. You have also created a pie chart to show the data proportionally. 2003, 2012, IBM Corporation 6-35

268 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Display Items on Separate Axes Axis for Revenue Axis for Quantity 2012 IBM Corporation You can improve the clarity of charts by displaying values for different items on separate axes. Using separate axes is useful when the value ranges for different items displayed in the chart are significantly different , 2012, IBM Corporation

269 PRESENT DATA GRAPHICALLY Demo 3 Show the Same Data Graphically and Numerically 2012 IBM Corporation 2003, 2012, IBM Corporation 6-37

270 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Demo 3: Show the Same Data Graphically and Numerically Purpose: You want to create a report that shows revenue and quantity by Product line and Region. You want the report to focus on Camping Equipment, Mountaineering Equipment, and Personal Accessories sales for the three European sales regions. You will build a crosstab report and add a combination chart that reports on the same information. You will add a microchart to the crosstab for a quick overview of specified regions and product lines. Portal: User/Password: brettonf/education1 Studio: Report Studio Package: Public Folders\Samples\Models\GO Data Warehouse (query) Report Type: Crosstab Folder: Sales and Marketing (query) Namespace: Sales (query) Task 1. Add query items to a new crosstab. 1. Add the following query items to a new crosstab, and when prompted to save the existing report, click No: Rows: Retailers\Region Columns: Products\Product line Nested under Product line: Sales Fact\Revenue and Quantity , 2012, IBM Corporation

271 PRESENT DATA GRAPHICALLY Task 2. Create a combination chart. 1. On the toolbar click Insert Chart. 2. Click More, in the left pane click Combination, and then click OK to accept the default Clustered Bar and Clustered Line chart. A new chart is added and populated based on the crosstab. 3. On the toolbar, click Run Report. You can see in the combination chart that the top revenue generating region is Americas. The crosstab provides the exact numbers and provides detail to what is seen graphically in the chart. 4. Close IBM Cognos Viewer. You want the chart to use the same query as the crosstab and to show the Revenue and the Quantity on separate y axes. Task 3. Show two measures on different y axes. 1. Click the chart background, in the Properties pane under Data, click Query2, and then change it to Query1 from the list. 2. From the Properties pane, under General, double-click Combinations. 3. Select the Secondary Axis check box, and then click Edit. 4. Click Line, click OK to close the Combination Element dialog box, and then OK to close the Combinations dialog box. 5. From the Series (primary axis), drag Region from the Line chart type to the Series (secondary axis), and then drag Quantity under Region. 2003, 2012, IBM Corporation 6-39

272 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 6. Click the now empty Line chart type under Series (primary axis) and then click Delete on the tool bar. The results appear as follows: 7. On the toolbar, click Run Report. The results appear as follows: This chart may be too complicated for your consumers to read clearly. In Task 4 you will add filters to report only on Camping Equipment, Mountaineering Equipment, and Personal Accessories in the three European regions. 8. Close IBM Cognos Viewer , 2012, IBM Corporation

273 PRESENT DATA GRAPHICALLY Task 4. Add filters to focus the data. 1. Click the combination chart to select it. 2. On the toolbar, click Filters, and then click Edit Filters. 3. Click Add, Click Combined, and then click OK. 4. From the Create Filter list, click Region, and then click OK. 5. Under the Values area, click Northern Europe, Ctrl+click Central Europe, and Southern Europe, and then click the green arrow to add them to the Selected values pane. 6. Click OK. 7. Click Add, ensure Product line from the Create Filter list is selected, and then click OK. 8. Under the Values area, click Camping Equipment, Ctrl+click Mountaineering Equipment, and Personal Accessories, and then click the green arrow to add them to the Selected values pane. 9. Click OK to close the Filter Condition dialog box, click OK to close the Combined Filter dialog box, and then click OK to close the Filters dialog box. 2003, 2012, IBM Corporation 6-41

274 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 10. On the toolbar click Run Report. The result appears as shown below: 11. Close IBM Cognos Viewer , 2012, IBM Corporation

275 PRESENT DATA GRAPHICALLY Task 5. Add a microchart to the crosstab to preview data in a chart. 1. In the crosstab, right-click Region, and then click Insert Chart for Row Data. 2. In the left pane, click Microchart, accept the default Line microchart, and then OK. 3. In the Categories (x-axis) section of the chart, drag Revenue to the Default Measure (y-axis). 4. In the Categories (x-axis) section of the microchart, click Quantity and then click Delete. The results appear as follows: 2003, 2012, IBM Corporation 6-43

276 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) 5. On the toolbar, click Run Report. The results appear as follows: 6. Close IBM Cognos Viewer. Leave Report Studio open for the workshop. Results: You created a combination chart with two measures on different Y axes and then added a crosstab to see product line sales revenue and quantity by region. You focused on Camping Equipment, Mountaineering Equipment, and Personal Accessories sales for the three European sales regions. You added a microchart to the crosstab for a quick overview of product line revenue for all regions specified , 2012, IBM Corporation

277 PRESENT DATA GRAPHICALLY Customize Charts Apply a graduated background Rename axes Add notes Display tool tips 2012 IBM Corporation Custom elements such as color schemes, rescaling of axes numbers, renaming axes, and displaying details can enhance reports. Fills and Background customization can greatly enhance the visual appeal of charts. Tool tips are available by default, and provide additional information while adding a level of interaction to the chart. Notes can hide whatever is under them, so it is important to properly position them in the chart so as to not block important information. 2003, 2012, IBM Corporation 6-45

278 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Summary At the end of this course, you should be able to: create charts containing peer and nested columns present data using new chart type options add context to charts create and reuse custom chart palettes present key data in a single dashboard report 2012 IBM Corporation , 2012, IBM Corporation

279 PRESENT DATA GRAPHICALLY Workshop 1 Create a Dashboard Report 2012 IBM Corporation 2003, 2012, IBM Corporation 6-47

280 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Workshop 1: Create a Dashboard Report You are Frank Bretton, a report author, and have been asked to create an interactive report that lets users examine a variety of important sales data in one view. To do this, you will create a dashboard report that contains a gauge chart that compares the gross profit of each product line by region, a combination chart that shows revenue earned by each product line by retailer type and region on separate axis, and finally a crosstab report that shows the gross margin of each product line by year and region. To accomplish this: Using the GO Data Warehouse (query) package, the Sales and Marketing (query) folder, and the Sales (query) namespace, add a gauge chart, a combination chart, and a crosstab to a blank workspace. Create a gauge chart (Gauge Chart with Bevelled Border) with Gross profit, Product line, and Region, and then format the gauge chart to enhance its visual appeal. Create a combination chart (Clustered Bar and Clustered Line) with Revenue, Product line, and Retailer type with Region as a peer. Format and enhance the visual appeal of the chart. Create a crosstab with Gross margin, Product line, and Year with Region as a peer. For more detailed information outlined as tasks, see the Task Table section. For the final results, see the Workshop Results section that follows the Task Table section , 2012, IBM Corporation

281 PRESENT DATA GRAPHICALLY Workshop 1: Task Table Task 1: Add charts and a crosstab to a blank report. Where to Work Hints Toolbar/New Toolbox tab Blank template Add a gauge chart (Gauge Chart with Bevelled Border). Add a combination chart (Clustered Bar and Clustered Line) to the right of the gauge chart. Add a crosstab below the two charts. 2003, 2012, IBM Corporation 6-49

282 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 2: Add data to the report. Where to Work Hints Source tab Gauge chart: Measures: Gross profit Gauge Axes: Product line Categories: Region Combination chart: Measure: Revenue Category: Product line Series: Retailer type Crosstab: Measure: Gross margin Rows: Product line Columns: Year with Region as a peer Combination chart\ Properties Source tab Crosstab\Toolbar Add a Line chart to the Secondary axis and remove the Clustered Line from the Primary axis. Add Region to the Secondary axis. Sort Year in descending order , 2012, IBM Corporation

283 PRESENT DATA GRAPHICALLY Task 3: Enhance the visual appeal of the charts. Where to Work Hints Gauge and Combination chart\ Properties pane Apply gradient fill for chart background. Background Effects Border: Color: Black, Corner radius: 10 Fill: Color: Silver, Position: 45 New Color: Gray, Position: 100, Angle: 90 Select Drop Shadow. Toolbar Run the report. Task 4: Format the combination chart. Where to Work Hints Combination Set the palette to Contemporary. chart\series (primary axis)\ Properties pane Combination chart\series (secondary axis)\ Properties pane Combination chart\properties Axis titles\ Properties Chart Title Set the palette to Contemporary. Set the height to 300 and width to 550 pixels. Show the title. Hide the horizontal axis title. Add a report title called Product Lines: Revenue by Retailer Type and Region. Format the title Arial, 12 point, Bold. 2003, 2012, IBM Corporation 6-51

284 IBM COGNOS REPORT STUDIO: AUTHOR PROFESSIONAL REPORTS FUNDAMENTALS (V10.2) Task 5: Format the gauge chart. Where to Work Hints Gauge chart\ Properties pane Set the Height to 300 and Width to 550 pixels. Show the title. Axis titles\ Properties Gauge Axes\ Properties Chart Title Report Report Studio Internet Explorer Hide the horizontal axis title. Axis Angles: Start angle: 320 End angle: 220 Axis direction: Counterclockwise Gauge Axis Colors: Center color: Yellow Position: 50 Add a report title called Gross Profit for Product Lines by Region. Format the title Arial, 12 point, Bold. Close the report Close Internet Explorer Close Report Studio Close Internet Explorer If you need more information to complete a task, see the Step-by-Step section at the end of the workshop , 2012, IBM Corporation

285 PRESENT DATA GRAPHICALLY Workshop 1: Workshop Results After completing Task 5, the results appear as follows: 2003, 2012, IBM Corporation 6-53