Report Studio Fundamentals for eschoolplus Custom Training Guide

Transcription

1 Report Studio Fundamentals for eschoolplus Custom Training Guide Capitalize Analytics 320 Decker Drive, Suite 100 Irving, TX

2 Table of Contents Course Overview... 6 Intended Audience... 6 Topics Covered... 6 Course Prerequisites... 6 Introductions and General Housekeeping... 7 Document Conventions... 7 Demo Starter Files... 7 Chapter 1: Overview of IBM Cognos... 8 Training Objectives... 8 What is IBM Cognos BI?... 8 IBM Cognos BI Architecture... 9 The IBM Cognos BI Suite of Products and Functions What is Framework Manager? What is Cognos Connection? IBM Cognos BI Security: Groups and Roles The eschoolplus Application and the eschoolplus Cognos Model The Centers Demo 1: Getting Familiarized with Cognos Accessing Cognos Opening a Report in Cognos Connection Chapter 2: Simple List Reports Training Objectives Navigating the Report Studio Environment Demo 1: Create a New List Report Adding Items to the List Viewing the Data Items in the Query Running the Report Demo 2: Grouping and Sorting Sorting Grouping Group Span Grouping & Sorting

3 Demo 3: Aggregation Chapter 2 Summary Workshop Chapter 3: Filters Training Objectives Filter Options Filter Types And/Or Statements Data Types & Filter Syntax Demo 1: Detail Filters Utilizing Pre-Defined Filters Creating a Custom Based on Data Item Detail Filter Creating a Combined Detail Filter Creating an Advanced Detail Filter Demo 2: Detail Filters and the Effects of Aggregation Detail Filters before Auto-Aggregation Detail Filters after Auto-Aggregation Demo 3: Summary Filters Creating a Summary Filter Chapter 3 Summary Workshop Chapter 4: Prompts Training Objectives What is a Prompt? Creating Prompts What is a Parameterized Filter? What is a Prompt Page? What is a Prompt Report Object? Prompt Types Demo 1: Create a Prompt by Adding a Parameter Creating a Parameterized Filter Demo 2: Create a Prompt by Adding a Parameter Creating a Value Prompt for a New Parameter Creating a Value Prompt for an Existing Parameter Adding a Prompt Button Editing Prompt Object Properties

4 Demo 3: Build a Prompt Page Creating a Prompt Page Creating a Cascading Prompt Understanding Parameterized Filters, Prompt Objects, and Queries Prompt Sorting Creating a Static Value to Select All Chapter 4 Summary Workshop Chapter 5: Calculations and Functions Training Objectives Query Calculations Layout Calculations Other Functions Demo 1: Create a Query Calculation Create Calculated Columns Demo 2: Add a Layout Calculation Use a Function Displaying Report Execution Date & Time Displaying Prompt Selections Chapter 5 Summary Workshop Chapter 6: Report Design Training Objectives Formatting Reports Demo 1: Formatting the Report Create Headers & Footers Column Formatting Using Tables & Blocks for Spacing Unlocking a Report to Condense Data Chapter 6 Summary Workshop Chapter 7: Conditional Formatting Training Objectives What is Conditional Formatting? How to Apply Conditional Formatting Demo 1: Apply a Conditional Style Apply a Simple Conditional Style

5 Apply an Advanced Conditional Style Demo 2: Using Conditional Variables Conditionally Render a Column Create a Boolean Variable Chapter 7 Summary Workshop Chapter 8: Crosstabs & Charts Training Objectives What is a Crosstab Report? Complex Crosstab Reports Demo 1: Create a Crosstab Report Create a New Crosstab Report Demo 2: Create a Chart Create a Chart Based Off the Crosstab Report Chapter 8 Summary Workshop Chapter 9: Basic Drill-Through Training Objectives What is Drill Through? Setting Up Drill-Through Access Demo 1: Create a Drill -through Report Create the Target Report Create the Drill-through Definition in the Source Report Chapter 9 Summary Workshop Chapter Chapter Chapter Chapter Chapter Chapter Chapter Chapter