IBM Skills Academy Business Intelligence Analyst (Classroom) Career path description The Business Intelligence Analyst career path prepares students to understand report building techniques using relational data models. They will also learn how to enhance, customize, and manage professional reports and will then further be explained about Active reports content and functionality. ibm.com/training General information Delivery method 20% web-based and 80% instructor led Version 2018 Product IBM Cognos Analytics Audience Undergraduate senior students from IT related academic programs i.e. information systems, computer science, software engineering and similar others.
After completing this course, you should be able to: The importance of analytics and how its transforming the world today Understand how analytics provided a solution to industries using real case studies Explain what is analytics, the various types of analytics, and how to apply it Understand how a business analysis software works, and its architecture Describe a reporting application, its interface, and the different report types Create different types of advanced reports Understand Active Reports and how to create them Prerequisites Skills English proficiency Microsoft Windows operating system basic experience Basic Internet and web browser usage experience Knowledge of an organization s business intelligence process and reporting needs Basic database background is preferred Basic knowledge of XML is preferred Exposure to the IBM Skills Academy portal learning environment Exposure to the IBM Skills Academy cloud hands-on labs platform Duration 34 hours Skill level Basic Intermediate Hardware requirements Classroom (ILT) setup requirements Processor GB RAM GB free disk space Network requirements Other requirements Intel Core i7 CPU @ 2.7 GHz 6 GB 35 GB No IBM ID Notes The following unit and exercise durations are estimates, and might not reflect every class experience. If the course is customized or abbreviated, the duration of unchanged units will probably increase. 2
Course Agenda MODULE I ANALYTICS OVERVIEW Course I Business Analytics Duration: 1 hour Course introduction Duration: 5 minutes Unit 1. Analytics overview This unit provides an understanding of the importance of business analytics in our world, society, and life. Understand how analytics is transforming the world Understand the profound impact of analytics in business decisions Understand what is analytics and how it works Understand why business analytics has become important in various industries Unit 2. Analytics trends: Past, present & future This unit explains how analytics has evolved over time. Understand the history of analytics and how it has changed today Understand how to analyze unstructured data Understand how analytics is making the world smarter Understand where the future of analytics lies Unit 3. Towards a predictive enterprise Duration: 5 minutes This unit explains the effects of business analytics in the corporate world that has led to its global adoption across geographies and industries. Explain why successful enterprises need business analytics Understand how business analytics can help turn data into insight 3
Unit 4. Analytics: Industry domains Duration: 5 minutes This unit highlights the application of analytics across major industries. Understand how predictive analytics is transforming all types of organizations Explain how analytics supports retail companies Understand how analytics can reduce crime rates and accidents Explain the use of analytics in law enforcement and insurance companies Understand how analytics can affect the future of education Unit 5. Case studies and solutions This unit covers real case studies and solutions of the adoption of business analytics across the world. Understand the importance of business analytics Comprehend how big data and analytics can help in understanding consumer/customer behavior Explain how analytics can help manage assets Understand how analytics can help combat fraud Explain how analytics can help us to understand social sentiments 4
Course II Business Intelligence and Analytics 101 Duration: 1 hour Course introduction Duration: 5 minutes Business Intelligence and Analytics 101 Duration: 1 hour This course provides a collection of resources designed for participants to become familiar with business intelligence (BI) and analytics concepts. Participants will review materials to introduce themselves to terminology and practical business use cases for a high level understanding of BI and analytics. The course includes a pre-assessment for participants to measure their understanding of the content before taking the course, and a post-assessment for participants to gauge their learning after reviewing the materials. After completing this course, you should be able to: Explain what is analytics Define various types of analytics Demonstrate how to apply analytics Describe business intelligence Demonstrate how to apply business intelligence 5
MODULE II BUSINESS ANALYTICS FOUNDATIONS Course I IBM Cognos Analytics for Consumers Duration: 1.5 hours Course introduction Duration: 5 minutes Business analysis solution for consumers Duration: 2 hours IBM Cognos Analytics for Consumers (v11.0) will teach IBM Cognos Analytics consumers how to access content, use reports, create dashboards, and personalize the appearance of IBM Cognos Analytics portal. After completing this course, you should be able to: Learn how to access content, use reports, and create dashboards Learn how personalize the IBM Cognos Analytics portal MODULE III BUSINESS INTELLIGENCE ANALYST Course I IBM Cognos Analytics: Author Reports Fundamentals Duration: 17.5 hours Course introduction Duration: 5 minutes Unit 1. Introduction to IBM Cognos Analytics In this unit, you will learn about IBM Cognos Analytics, different report types, how to create reports and examine personal data sources and modules. Examine IBM Cognos Analytics Explore different report types Create reports in preview or design mode Create a simple, sorted, formatted report Examine dimensionally modelled and dimensional data sources Explore how data items are added queries Examine personal data sources and data modules 6
Demonstration 1. Create a simple report In this demonstration, you will learn how to create a simple report. Open IBM Cognos Analytics and choose a report type Add data source and list View data items in the query Remove a column from the report Format and sort the data, and run the report Demonstration 2. Create a report from a dimensionally-modeled relational data source In this demonstration, you will learn how to create a report from a dimensionally-modeled relational data source. You will also create a report that enables you to drill down to a lower level of detail. Explore a dimensionally-modeled relational data source Add items to the list report object Allow drill-up and dill-down on the report Demonstration 3. Create a report from a personal data source In this demonstration, you will learn how to take a simple excel file and use its data as the source for a report. Create a data module Create a report from the data module Exercise 1. Create a revenue report Duration: 30 minutes In this exercise, you will learn how to create a revenue report. Create a list report Format and test the list report object 7
Unit 2. Create list reports Duration: 20 minutes In this unit you will learn about how to create list reports. Group, format, and sort list reports Describe the various options for aggregating data Create a multi-fact query Create a report with repeated data Demonstration 1. Enhance a list report Duration: 20 minutes In this demonstration, you will learn how to enhance a list report. Create the list and set options Group and span columns, and then add a report title Add a list page header, an overall header, and a group header Format and sort a column Format the list column body Format an entire column Demonstration 2. Explore data aggregation Duration: 20 minutes In this demonstration, you will learn how to create a report that compares how different order methods are performing for each product line. The report will display the revenue for each product line and the average revenue for all. You will create this report and examine the underlying query model at various stages. Create a basic report and examine the query model View individual records rather than data grouped and summarized at the lowest level of detail Group query items, add aggregate data, and observe the results in the query View tabular data 8
Demonstration 3. Create a multi-fact query in a list report Duration: 20 minutes In this demonstration, you will learn how 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. Add two facts from different query subjects to a list Add context to the list Add a query item from a shared dimension to the list report Delete a query item from the list report Demonstration 4. Create a mailing list report Duration: 20 minutes In this exercise, you will learn how to create a mailing list. Create a repeater table Add items to the tables List countries in alphabetical order and apply a style to the headers Change the frequency and positioning of the tables Exercise 1. Create and format a list report Duration: 20 minutes In this exercise, you will learn how to create a list report where users can review the gross profit generated by retailer types for each region Create, group, and sort a list Format and summarize the list report Unit 3. Focus reports using filters Duration: 20 minutes In this unit you will learn about how to focus reports using filters. Create filters to narrow the focus of reports Examine detail filters and summary filters Determine when to apply filters on aggregate data 9
Demonstration 1. Apply filters to a report Duration: 20 minutes In this demonstration, you will learn how to apply filters to a report. Create a list Add filter Filter data to show only specific information Run the report in HTML Demonstration 2. Apply a detail filter on fact data to a report Duration: 20 minutes In this demonstration, you will learn how to apply a detail filter on fact data to a report. Create a list Add a detail filter before auto aggregation and examine the effects Set the query to group and summarize data Apply a detail filter after auto aggregation and observe the effects Demonstration 3. Apply a summary filter to a report Duration: 30 minutes In this demonstration, you will learn how to add a summary filter to a report. You will 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. Create a list and apply a summary filter Navigate to the query explorer Exercise 1. Create a report focused on top performing product types and product lines Duration: 30 minutes In this exercise, you will learn how to create a report that displays revenue by product line and product type. Create a new list and observe the results Apply a detail filter Apply a summary filter 10
Unit 4. Create crosstab reports In this unit you will learn about how to create crosstab reports Format and sort crosstab reports Create complex crosstab reports using drag and drop functionality Create crosstab reports using unrelated data items Demonstration 1. Create a simple crosstab report In this demonstration, you will learn how to create and format a report to show revenue generated by order method for each year. Create a crosstab Add year to the crosstab report and sort by year Demonstration 2. Create complex crosstab reports In this demonstration, you will learn how to create complex crosstab reports. Create a crosstab Nest on a crosstab edge Add items as peers on a crosstab edge Demonstration 3. Sort and format a crosstab report In this demonstration, you will learn how to sort and format a crosstab report. Create and sort a crosstab Format the crosstab and perform advanced sorting Add aggregate data to the crosstab Examine crosstab nodes and crosstab node members 11
Exercise 1. Present unrelated items in a crosstab using a discontinuous crosstab Duration: 20 minutes In this exercise, you will learn how to create a discontinuous crosstab. Create a discontinuous crosstab Apply formatting to the crosstab fact cells Unit 5. Present data graphically Duration: 30 minutes In this unit you will learn about how present data graphically. Create charts containing peer and nested columns Present data using different chart type options Add context to charts Create and reuse custom chart palettes Introduction to visualization Present key data in a single dashboard report Demonstration 1. Create and format a chart report Duration: 30 minutes In this demonstration, you will learn how to create and format a chart report. You will create a combination chart displaying yearly revenue generated by different regions, product lines. You will also create a custom palette for the chat, and add baselines to display the mean, and plus or minus standard deviation. Create a combination chart Combine area and bar charts in a single presentation Format an axis title Create a custom palette Reuse the custom palette Add baselines to the chart 12
Demonstration 2. Create a gauge report and a pie chart report Duration: 30 minutes In this demonstration, you will learn how to create a gauge report that will show comparisons between multiple variables. You will also lie how to create a pie chart report that shows data proportionally. Create a gauge chart Modify the axis labels and gauge properties Modify arc colors Create a pie chart Set properties of the pie chart Demonstration 3. Show the same data graphically and numerically Duration: 30 minutes In this demonstration, you will learn how to show the same data graphically and numerically. Add query items to a new crosstab Create a combination chart Show two measures on different u axes Add filters to focus the data Add a micro chart to the crosstab to preview data in a chart Demonstration 4. Display visualizations Duration: 30 minutes In this demonstration, you will learn how to display visualizations. Select a visualization Populate the packed bubble visualization and run the report Exercise 1. Create a dashboard report Duration: 30 minutes In this exercise, you will learn how to create a dashboard report. Add charts and a crosstab to a blank report template Add data to reporting objects Enhance the visual appeal of the charts Format the combination chart Format the gauge chart 13
Unit 6. Focus reports using prompts In this unit you will learn how to focus reports using prompts. Identify various prompt types Use parameters and prompts to focus data Search for prompt types Navigate between pages Demonstration 1. Create a prompt by adding a parameter In this demonstration, you will learn how to create a prompt by adding a parameter. Create a list Add a parameter and run the report Demonstration 2. Add a value prompt to a report In this demonstration, you will learn how to add a value prompt to a report. Create a list and add a prompt to the report page Add a prompt button and set the properties for the value prompt Customize the prompt Run the report Demonstration 3. Add a select and search prompt to a report In this demonstration, you will learn how to change your current report to allow your users to select multiple products to show in the report. To do this, you will delete the current value prompt and replace it with the select and search prompt. Run the report Add select and search prompt on a prompt page 14
Demonstration 4. Create a cascading prompt In this demonstration, you will learn how to create a cascading prompt. Create a list report with title Create a prompt page with a cascading prompt Set behavior patterns for prompts Create a static value Create a cover page Exercise 1. Focus a report using value prompts In this exercise, you will learn how to focus a report using value prompts. Create a chart, then create a prompt page and add the region prompt Add year prompt Add text item and image to the cover page Unit 7. Extend reports using calculations In this unit you will learn how to extend reports using calculations. Create calculations based on the data in the data source Add run-time information to the reports Create expressions using functions Demonstration 1. Add calculations to a report In this demonstration, you will learn how to add calculations to a report. Create a list and include a calculated column Add detail filter to filter dates Format the data in the list Add run-time information to the report Overwrite query expression 15
Demonstration 2. Display prompt selections in the report title In this demonstration, you will learn how to display prompt selections in the report title. You will add an optional prompt to your report, and a report title. You will also use a layout calculation to display the report title. Create the crosstab and edit the expression to return Add an optional parameter Display the parameter value in the report title Test the prompt Exercise 1. Sales percent by sales rep and country In this exercise, you will learn how to create a report that shows which product lines each salesperson tends to sell the most of. In this year you will be able to filter by specified year and country or countries. Create a list and add a calculated column Group and summarize the report Format the data Add a parameter and a prompt Add a report title and run the report Unit 8. Use additional report building techniques In this unit, you will learn how to use additional report building techniques. Enhance report design with report objects Reuse objects within the same report Share layout components among separate reports Discuss report templates Choose options to handle reports with no available data 16
Demonstration 1. Reuse objects within the same report In this demonstration, you will learn how add some descriptive information to a sectioned report. The report must include a title on each page describing the contents of the report, and information about whom to contact if users have any questions. Add a list to a blank page Section data and convert to a crosstab Add a header and footer, and add objects to the header Apply style to the header block and text Specify unique object names and reuse them Demonstration 2. Reuse layout components in a different report In this demonstration, you will learn how to create one report containing a standard page header that can be used in many, in order to save time. You will create one report that will reuse this page header. Create a report with a page header that can be reused in other reports Add additional details to the page header and save the report Create a second report that reuses the standard page header Add data to the list report and format the report Modify the shared page header and observe the results Manually update changes to the shared page header Demonstration 3. Explore options for reports that contain no data In this demonstration, you will learn how to create a report with three pages showing different methods of handling no data being returned. The first page will show default data handling, the second page will not display when the list is empty, and the third page will generate a custom message to replace the empty container. Create a list and a crosstab Add filters to your list and crosstab Create additional pages Configure a page that does not display when the list is empty Configure a page with custom No Data Handler that replaces an empty container with a message Add a prompt page Run report displaying data, and with no data to display 17
Exercise 1. Analyze product quantities sold by month In this exercise, you will learn how to analyze product quantities sold by month Create a list, and filter and sort month data Edit the title, and add an image to the block Add a reference to the block and its components Unit 9. Customize reports with conditional formatting Duration: 20 minutes In this unit you will learn how to customize reports using conditional formatting. Create multi-lingual reports Highlight exceptional data Show and hide data Conditionally render objects in reports Conditionally format one crosstab measure based on another Demonstration 1. Create a multilingual report In this demonstration, you will learn how to create a report that can be run in different languages. Create a list Create a language variable and choose the languages Define the title as conditional text Set the display for each value Run the report in various languages Demonstration 2. Highlight exceptional data In this demonstration, you will learn how to highlight exceptional data. Create a crosstab Define measures as conditional and set the display for each value 18
Demonstration 3. Create a report with conditionally rendered column In this demonstration, you will learn how to create a report that you can run with or without a column. Create a list Add a Boolean variable Run the report in HTML and then in PDF Demonstration 4. Conditionally format one crosstab measure based on another In this demonstration, you will learn how to conditionally format one crosstab measure based on another. Create a crosstab report Conditionally format one crosstab measure based on another Exercise 1. Distinguish yearly data Duration: 30 minutes In this exercise, you will learn how to create a report that s able to distinguish yearly data. Create a crosstab report and add an order year variable Define measures as conditional and set the display for each value Unit 10. Drill-through definitions Duration: 30 minutes In this unit you will learn how to drill-through from one report to another. Know how to let users navigate from a specific report to a target report Pass parameter values to filter the data in drill-through targets Navigate through multiple reports 19
Demonstration 1. Set up drill-through access for a package Duration: 30 minutes In this demonstration, you will learn how to enable users to drill-through from a report to another that has more detailed information. Create a detailed target report Add parameters to the report Make prompt selections and save the report Create a drill-through definition for the package Test the drill-through definition Use the related links feature Demonstration 2. Configure dynamic drill-through and set measure scope Duration: 30 minutes In this demonstration, you will be asked to configure a package to enable dynamic drill-through from source reports based on a package to a target report that provides revenue details. Examine the target report Create a drill through definition View passed source values Fix target report and retest Set measure scope Exercise 1. Configure dynamic drill-through Duration: 30 minutes In this exercise, you will learn how to examine a target report, create drill through definition, view passed source values and fix target report. Examine the target report Create drill through definition View passed source values Fix target report and retest 20
Unit 11. Enhance report layout In this unit you will learn how to force page breaks in report, modify existing reports, apply formatting and format data and report objects. Force page breaks in reports Modify existing report structures Apply horizontal formatting Specify print options for PDF reports Format data and report objects Demonstration 1. Create a report structured on data items In this demonstration, you will create a report showing sales rep revenues generated in each region with each sales region on a separate page. Create the list Add page sets to the report Define the grouping structure for the page set Add a cover page title to the report Add an image to the cover page View report structure and make changes to the report Demonstration 2. Format a report for horizontal viewing In this demonstration, you will create a list report that fits one page. Fit the list to the page width Repeat columns on multiple pages Add horizontal page numbering Create numbers using report layout functions Demonstration 3. Create a condensed list report In this demonstration, you will create a condensed list report. Unlock cells and condense report data 21
Demonstration 4. Change a PDF page from portrait to landscape orientation In this demonstration, you will change a PDF page from portrait to landscape. Change a PDF page from portrait to landscape orientation Demonstration 5. Format objects across a report In this demonstration, you will format objects across a report. Format objects across a report Exercise 1. Analyze retailer contacts by country In this exercise, you will analyze retailer contacts by country. Add page sets to the report Define the grouping structure for the page set Appendix A. Introduction to IBM Cognos Analytics (optional) Duration: 45 minutes In this appendix you will be introduced to IBM Cognos Analytics Describe IBM Cognos Analytics and its position within an analytics solution Describe IBM Cognos Analytics components Describe IBM Cognos Analytics at a high level Describe IBM Cognos Analytics security at a high level Explain how to extend IBM Cognos Analytics 22
Demonstration 1. Explore IBM Cognos Analytics (optional) Duration: 30 minutes In this demonstration, you will explore IBM Cognos Analytics Run a report from the IBM Cognos Analytics portal Upload a personal file and create a dashboard in IBM Cognos Analytics Examine a report using Reporting Examine a model in IBM Cognos Framework Manager Examine data sources in IBM Cognos Analytics Examine underlying data source objects Course II IBM Cognos Analytics: Author Reports Advanced Duration: 9 hours Course introduction Duration: 5 minutes Unit 1. Create query models In this unit you will learn about creating query models and how to filter query data. Build query models and connect them to the report layout Edit an SQL statement to author custom queries Add filters and prompts to a report using the query model Demonstration 1. Build a query and connect it to a report In this demonstration, you will learn how to link new queries to reports. You will also learn how to then run reports. Create new queries Name the query and link it to a list report Add calculated data to a list report Group and manage data in a list report 23
Demonstration 2. Create a report using an SQL statement In this demonstration, you will learn how to convert a query to SQL and use it to retrieve necessary data in a report. Create a query and convert it to SQL Create list reports and add SQL objects to reports Modify SQL statements and add query data to the report layout Section, group and format data using report layout Demonstration 3. Answer a business question by referencing data in a separate query In this demonstration, you will learn how to create multiple queries and filter one query against another. Add prompts to list reports Format and test reports Use filter in multiple queries and reference data to view only required information Exercise 1. Filter data using the query model In this exercise, you will learn how to filter data to create a report that aligns with the query model. Add detail filters and summary filters to queries Add prompts that references data items Unit 2. Create reports based on query relationships In this unit, you will learn about query relationships and how to combine different queries to generate reports. Create reports by merging query results Create reports by joining queries Combine data containers based on relationships from different queries 24
Demonstration 1. Analyze product sales by joining two queries In this demonstration, you will learn how to create reports displaying products that were purchased in orders that included a specific product, selected by users at run time. Create multiple queries and create a join relationship between two queries Display information of products sold in orders that include product users selected in the prompt Demonstration 2. Create a revenue report using a master detail relationship In this demonstration, you will learn how to create a report showing planned and actual revenue. You will also learn how to create a generated revenue report broken out by quarters. Create a list report and add a crosstab to the list Create a master-detail relationship and name queries Link the master list with the detailed crosstab using a data item common to both queries Exercise 1. Create a report comparing quantity sold in different order years In this exercise, you will learn how to create a report comparing percentage change in quantity sold by different order methods during different periods. Use joins to present data in a single query Add data from joined query to the list report Use query calculations to display percentage change in quantity sold Format query calculations to display data as a percentage Unit 3. Create advanced dynamic reports Duration: 20 minutes In this unit, you will learn how to create advanced dynamic reports. Filter reports on session parameter values Navigate a briefing book using a table of contents Create dynamic headers and titles that reflect report data Let users navigate to specific locations in reports Create a customer invoice report 25
Demonstration 1. Control report output using a query macro Duration: 20 minutes In this demonstration, you will learn how to use query macro to filter data and display information that is appropriate only to the current user. Create a filter that uses a query macro Filter the report to display sales data for the user currently logged in Format the report layout to include user name in the header Examine the new report from the perspective of two different users Demonstration 2. Create a table of contents for a report book, and add bookmarks for navigation In this demonstration, you will learn how to create a report book that is easy to navigate for the users. Create a report containing several other reports Distribute the report in PDF form Create a table of contents using numbering and add data driven TOC entries Add bookmarks and a top link for better navigation Demonstration 3. Create a dynamic revenue growth report In this demonstration, you will learn how to create a report that outlines the total revenue generated for each product in any given year and also show the percentage growth in revenue. Create dynamic column header and dynamic report title Use calculated data items to retrieve and derive data based on the year selected in the prompt Format column and report titles using data items Exercise 1. Create a customer invoice report Duration: 20 minutes In this exercise, you will learn how to create a professional customer invoice report. Create a professional invoice report Use various layout features and objects in the report Use page headers and footers Use blocks and padding 26
Unit 4. Design effective prompts In this unit, you will learn how to design effective prompts to create more efficient reports. Control report displays using prompts Specify conditional formatting values using prompts Specify conditional rendering of objects based on prompt selection Create sorted and filtered reports based on prompt selection Demonstration 1. Create a prompt that lets users select conditional formatting values In this demonstration, you will learn how to customize reports to create a prompt that lets users select conditional formatting values. Create a report that identifies the required factors of each product type Apply conditional formatting based on new variable and run the report Add prompts to let users customize this report Demonstration 2. Create a prompt to let users choose between different filters In this demonstration, you will learn how to provide users an option to choose between different filters and apply it to the report. Add items and filter containing a query macro prompt Create a prompt with static choices Add a date and time prompt and test the prompt Demonstration 3. Create a prompt to let users choose how to sort list columns In this demonstration, you will learn how to create a list report with a prompt on the report page for the user to choose the column with which to sort the report. Create a list with a prompt on the report page Add choices to the prompt Add a calculated data item to the query Name and sort the calculated data item and test the prompt 27
Demonstration 4. Create a prompt to let users select a display type In this demonstration, you will learn how to create a report that lets users choose their preference of format for viewing the data in the report. Add a crosstab and a chart to the report Add a prompt to the report and add static choices for the prompt Add a conditional block and create a Boolean variable Specify how the conditional block values will display Exercise 1. Create a prompt to let users choose the revenue sort order In this exercise, you will learn how to create a list report that contains a prompt that lets users choose to sort revenue values in either ascending or descending order Add a value prompt to the revenue column Create static choices for the value prompt Change prompt properties Add a calculated data item as a property of the list object View the ascending and descending results while you run the report Unit 5. Create additional advanced reports In this unit, you will learn how to create additional advanced reports. Create a report that displays summarized data before detailed data Highlight alternate rows in a list report Create a report using an external data file Use single data items to summarize report information Demonstration 1. Create a report that displays summarized data before detailed data In this demonstration, you will learn how to create a report that has more focus on summary data for each product line and product type. Create a list report and add a count column Group and summarize items and add headers Split header cells and move summarize data Add quantity and revenue summary data using a singleton Format quantity and revenue summary information 28
Demonstration 2. Highlight alternate rows in a list report In this demonstration, you will learn how to highlight every alternate row in a particular color. Add a calculated item to the report and create a conditional variable Apply conditional formatting to the list columns Demonstration 3. Use singletons to summarize information in a report In this demonstration, you will learn how to create a table using singletons to compare sales results. Add a singleton to a table Customize a query Add a new singleton to the table and apply formatting to table items Demonstration 4. Create a report and add external data In this demonstration, you will learn how to create a report that combines corporate data and data from an external file. Identify external data file and columns for the report Map the external data file with the existing data Use the external data file in a report Exercise 1. Create a report with alternating sections of color In this exercise, you will learn how to create a report to contain alternating sections of green and white rows to make the report easier to read. Create a list report with a calculated column Create a conditional variable Apply conditional formatting and run the report 29
Unit 6. Examine the report specification In this unit, you will learn how to examine and modify report specification. Examine the report specification structure Modify a report specification Add custom toolbox objects and custom template options Demonstration 1. Examine a report specification and copy it to the clipboard In this demonstration, you will learn how to examine, copy, and re-open report specification. View XML specification of the report Copy the report specification and open the report from the clipboard Demonstration 2. Modify a report specification In this demonstration, you will learn how to modify report specification. Open a report and copy report specification Modify report specification Open updated specification from the clipboard Exercise 1. Update a report layout by importing new specification code In this exercise, you will learn how to update a report layout by importing new specification code. Create a report and review the report specification Save the report as a template Test the new template on a report 30
Unit 7. Distribute reports through bursting Duration: 30 minutes In this unit, you will learn how to distribute reports through bursting and how to use burst tables Distribute reports using bursting Create burst keys Identify report recipients and data items using burst tables Distribute reports using email and the Business Analysis Solution Connection Demonstration 1. Burst a report to email recipients using a data item Duration: 30 minutes In this demonstration, you will learn how to burst a product sales report through email so each sales representative will see only his or her totals. Create a burst key Set the burst options in Report Studio Burst the report and view the results Send report by email Demonstration 2. Burst a crosstab report to a business analysis platform connection using a burst table In this demonstration, you will learn how to use the data in a burst table to burst a report to public folders. Add a burst key to the report Set the burst options Burst the report to the web Demonstration 3. Burst a crosstab report to a business analysis platform connection using a burst table (Optional) In this demonstration, you will learn how to use the data in a burst table and create a master detail relationship Create a crosstab report within a list report Add query item to the queries Create a master detail relationship and set burst options 31
Exercise 1. Create and burst a sales report to email and a business analysis platform connection Duration: 30 minutes In this exercise, you will learn how to create a report that outlines sales, and then burst it to various country-based sales reps through the Web in Public Folders and through email. Log on as different users to review the results Log on to the mail server as different users to review the results Unit 8. Enhance user interaction with HTML In this unit, you will learn how to create interacting reports using HTML. Create tooltips that clarify report data Send emails using links in a report Demonstration 1. Add tooltips to a report In this demonstration, you will learn how to create tooltips in your report using HTML items. Create a static text tooltip Create a tooltip from a report expression Test the tooltip Create a tooltip from a data item (optional) Exercise 1. Send emails using links in a report Duration: 30 minutes In this exercise, you will learn how to create a list report with hyperlinks that will launch a new blank email populated with the recipient s email address. Create a list report containing HTML Item objects Define the HTML Item and format the report 32
Course III IBM Cognos Analytics: Author Active Reports Duration: 4 hours Course introduction Duration: 5 minutes Unit 1. Introduction to IBM Cognos Active Reports In this unit, you will learn about creating query models and how to filter query data. Describe Active Reports, and their value Save Active Reports Create Active Reports as prompt pages Convert existing reports to Active Reports Explain security considerations in Active Reports Debug Active Report behavior Demonstration 1. Run an active report In this demonstration, you will examine some of the interactive behavior that is possible in an Active Report. Test interactive features Run an active report Demonstration 2. Create a simple Active Report using Static and Data-driven controls In this demonstration, you will create a report that allows the consumer to filter a list by one of the available regions. Create an active report with a list Add a control to filter on regions Add a control to filter on order method type Enhance controls and the report Save the report as a template and use it to create a new report 33
Demonstration 3. Convert an existing report to an Active Report In this demonstration, you will convert an existing report to an Active Report. Convert a report to an active report and add controls Download active report as an MHT file Define interactive properties Add an access code to the Active Report Demonstration 4. Summarize on a filtered list in an Active Report In this demonstration, you will summarize on a filtered list in an Active Report Add a summary row to display aggregated measure Demonstration 5. Create an Active Report prompt page In this demonstration, you will create an active report prompt page Create an active report prompt page Exercise 1. Create an active report with various controls Duration: 25 minutes In this demonstration, you will create an active report with various controls. Create an active report with tab control Add two data radio button groups to filter the list and crosstab 34
Unit 2. Use Active Report connections In this unit, you will use active report connections Describe active report connections Filter and select active report controls Modify the interactive behavior of report controls Identify active report controls and variables Use variables to control multiple controls independently Control multiple controls from a single variable Author and optimize active reports for mobile consumption Demonstration 1. Change filtering and selection behavior in a report In this demonstration, you will modify the selection behavior within an Active Report. Create the layout Add controls and data Create two connections to the list objects Modify the reaction behavior of the first List control Modify the reaction behavior of the second List control Demonstration 2. Create an Active Report with cascading controls In this demonstration, you will add interactive behavior to Active Report controls to create a cascading effect between controls. Add controls and data to the Active report Connect the data drop down lists to the list Add interactive behaviors on the product type drop down list Create default values for data drop down lists 35
Demonstration 3. Use single vs. multiple variables Duration: 5 minutes In this demonstration, you will create a report to show how Active Report controls can be configured to use a single variable or multiple variables. Examine active report controls that are configured to use a single variable Add additional controls that use multiple variables Review controls and variables, and run the report Demonstration 4. Create an Active Report using slider controls Duration: 5 minutes In this demonstration, you will create an active report that allows users to display data based on a range of values. Create an active report using slider controls Exercise 1. Create an active report with various controls In this exercise, you will create an active report with various controls Create an active report with various controls Exercise 2. Create an active report with cascading controls and a list In this exercise, you will create an active report with cascading controls. Create an active report with cascading controls and a list 36
Unit 3. Active Report charts, visualizations, and decks In this unit, you will learn about active report charts, visualizations, and decks. Describe characteristics of traditional charts in Active Reports Control data display using decks and data decks Use decks and data decks to display traditional charts Optimize decks for performance Describe characteristics of RAVE visualizations Demonstration 1. Create an active report using a data deck In this demonstration, you will create an active report using a data deck. Create an active report using a data deck Demonstration 2. Create a static deck to conserve report size In this demonstration, you will create a static deck to conserve report size Create a static deck to conserve report size Demonstration 3. Optimize a data deck report for size In this demonstration, you will optimize a data deck report for size Optimize a data deck report for size Demonstration 4. Create an active report using RAVE visualizations In this demonstration, you will create an active report using RAVE visualizations Create an active report using RAVE visualizations 37
Demonstration 5. Create a professional looking Active report In this demonstration, you will create a professional looking active report Create a professional looking active report Exercise 1. Create an Active Report with data deck and controls In this exercise, you will create an Active report with data deck and controls Create an active report with data deck and controls Exercise 2. Control a RAVE visualization from another visualization In this exercise, you will control a RAVE visualization from another visualization Control a RAVE visualization from another visualization 38
IBM Official Badges and Associated Job Roles IBM Official Badges Associated Job Roles Business Intelligence Analyst: Explorer / Mastery Award Predictive Analytics Modeler Big Data Developer Data Warehouse Developer For more information To learn more about this career path and others, see ibm.biz/ibmskillsacademy To learn more about validating your technical skills with IBM Open Badges, see www.youracclaim.com To stay informed about the IBM Skills Academy, see the following sites: Facebook: www.facebook.com/ibmskillsacademy 39