Cognos ReportNet Training

Cognos ReportNet ReportNet is a Global, pure Web, Enterprise-scale Reporting Solution Reporting solution for the Extended Enterprise & Global Community Unicode Multi Lingual and Internationalization Pure-web reporting solution Zero Footprint Report Authoring Zero Footprint Administration Dynamic Load balancing High Scalable Open, XML-driven reporting environment

ReportNet is a Global, pure Web, Enterprise-scale Reporting Solution

Reporting solution for the Extended Enterprise & Global Community

Unicode

Multi Lingual and Internationalization

Pure-web reporting solution

Zero Footprint Report Authoring

Zero Footprint Administration

Dynamic Load balancing

High Scalable

Open, XML-driven reporting environment

Introduction to ReportNet ReportNet is the Web-based business intelligence reporting solution from Cognos consists of several components Cognos Connection Report Studio Query Studio Framework Manager Audience - This course is intended for Business Authors Report Authors CDHF Business Analysts Others

ReportNet is the Web-based business intelligence reporting solution from Cognos consists of several components

Cognos Connection

Report Studio

Query Studio

Framework Manager

Audience - This course is intended for

Business Authors

Report Authors

CDHF

Business Analysts

Others

ReportNet Client User Interface Query Studio Report Studio Report Viewer PowerPlay Analysis Studio Cognos Connection Framework Manager Relational Cube Imp.Catalog/Architect Model/ Third Party Models Relational

Vocabulary Framework Manager Project Model Package Query Subject Query Item Filters Prompts Formats Cognos Connection Query Studio Report Studio

Framework Manager

Project

Model

Package

Query Subject

Query Item

Filters

Prompts

Formats

Cognos Connection

Query Studio

Report Studio

Index Topic: One Cognos Connection Topic: Two Manage Reports in Cognos Connection: Topic: Three Query Studio Topic: Four Report Studio

Topic: One

Cognos Connection

Topic: Two

Manage Reports in Cognos Connection:

Topic: Three

Query Studio

Topic: Four

Report Studio

Topic: One Cognos Connection

Cognos Connection

Objectives Introduction to Cognos Connection In this module, we will examine the user interface and basic functionality of Cognos Connection. Manage Reports in Cognos Connection view the run history of reports save ad hoc reports to a publicly accessible location distribute ad hoc reports by email print ad hoc reports schedule ad hoc reports

Introduction to Cognos Connection

In this module, we will examine the user interface and basic functionality of Cognos Connection.

Manage Reports in Cognos Connection

view the run history of reports

save ad hoc reports to a publicly accessible location

distribute ad hoc reports by email

print ad hoc reports

schedule ad hoc reports

Introduction to Cognos Connection What is Cognos Connection? The Cognos Connection portal is a single access point to all corporate data available in ReportNet. Create and run reports Perform Administrative tasks Schedule Reports

What is Cognos Connection?

The Cognos Connection portal is a single access point to all corporate data available in ReportNet.

Create and run reports

Perform Administrative tasks

Schedule Reports

Cognos Connection Components: Directory Directory is used to specify ReportNet data sources and their connections; define groups and roles for security purposes; and specify distribution lists, contacts, and printers. Capabilities Capabilities is used to control access to administrative interfaces, Cognos Report Studio, Query Studio, and sensitive functionality, such as edit SQL and other features. Schedule Management Schedule Management is used to manage and monitor current and scheduled reports and jobs. Cont’d

Directory

Directory is used to specify ReportNet data sources and their connections; define groups and roles for security purposes; and specify distribution lists, contacts, and printers.

Capabilities

Capabilities is used to control access to administrative interfaces, Cognos Report Studio, Query Studio, and sensitive functionality, such as edit SQL and other features.

Schedule Management

Schedule Management is used to manage and monitor current and scheduled reports and jobs. Cont’d

Cognos Connection Components: Server Administration It is used to administer the ReportNet environment, including monitoring dispatchers and services, configuring and fine-tuning performance-related parameters, and customizing auditing and logging . Deployment Deployment is used to deploy ReportNet applications from one content store to another.

Server Administration

It is used to administer the ReportNet environment, including monitoring dispatchers and services, configuring and fine-tuning performance-related parameters, and customizing auditing and logging .

Deployment

Deployment is used to deploy ReportNet applications from one content store to another.

Organize Entries in Cognos Connection: Define Reports Use Query Studio to create simple ad hoc queries, or use Report Studio to create more advanced business reports from Cognos Connection Portal. Organize Content with Folders Folders contain entries, such as packages, reports and Web links. There are two types of folders: Public Folders My Folders Cont’d

Define Reports

Use Query Studio to create simple ad hoc queries, or use Report Studio to create more advanced business reports from Cognos Connection Portal.

Organize Content with Folders

Folders contain entries, such as packages, reports and Web links.

There are two types of folders:

Public Folders

My Folders Cont’d

Organize Entries in Cognos Connection: Organize Content with Shortcuts Access External Files with Links Organize Entries Disable Entries Delete Entries Search for Entries

Organize Content with Shortcuts

Access External Files with Links

Organize Entries

Disable Entries

Delete Entries

Search for Entries

Personalize Cognos Connection Portal home page Language Product Language Language used by the portal interface Content Language Language used to view or create reports Time settings Output format

Portal home page

Language

Product Language

Language used by the portal interface

Content Language

Language used to view or create reports

Time settings

Output format

Add Pages to Cognos Connection You can customize the portal by creating your own pages Folder Report Filter Tools Bookmark Webpage Cognos Series 7

You can customize the portal by creating your own pages

Folder

Report

Filter

Tools

Bookmark

Webpage

Cognos Series 7

Secure Entries: Read View all the properties of an entry Write Modify any of the properties of an entry Execute Process an entry Set Policy Read and modify the security settings Traverse View the contents of a container entry

Read

View all the properties of an entry

Write

Modify any of the properties of an entry

Execute

Process an entry

Set Policy

Read and modify the security settings

Traverse

View the contents of a container entry

Questions?

Topic : Two Manage Reports in Cognos Connection

Manage Reports in Cognos Connection

Manage Reports in Cognos Connection In this module, we will: View the run history of reports Save reports to a publicly accessible location Distribute reports by email Print Reports Schedule Reports

In this module, we will:

View the run history of reports

Save reports to a publicly accessible location

Distribute reports by email

Print Reports

Schedule Reports

View the Run History of Reports You can run reports in the background, without anyone waiting to view them. You can verify if these reports were run successfully or how often the reports were run in the background. You can view the run history of a report to examine: When the report was requested The start time and completion time for the report Whether the report is executed successfully You can filter the items on the run history page by the run status. If a report failed to run, click Failed link in the status column to view the reason.

You can run reports in the background, without anyone waiting to view them.

You can verify if these reports were run successfully or how often the reports were run in the background.

You can view the run history of a report to examine:

When the report was requested

The start time and completion time for the report

Whether the report is executed successfully

You can filter the items on the run history page by the run status. If a report failed to run, click Failed link in the status column to view the reason.

Distribute Reports You can distribute reports to other users to share information with them. You can distribute reports by: Saving them where other users can access them Sending them to other users by email Printing them Each of these report options is covered on the following slides.

You can distribute reports to other users to share information with them.

You can distribute reports by:

Saving them where other users can access them

Sending them to other users by email

Printing them

Each of these report options is covered on the following slides.

Save Reports You can share the reports with other users by saving them in a location that is accessible to other users, such as the Public Folders. Public Folders typically contain reports that are of interest to many users You can create subfolder on the Public Folders tab to hold reports that everyone can view. If you want to share the report in My Folders and you do not want to save it to the Public Folders, you can: Copy the report Move the report Create a shortcut to the report.

You can share the reports with other users by saving them in a location that is accessible to other users, such as the Public Folders.

Public Folders typically contain reports that are of interest to many users

You can create subfolder on the Public Folders tab to hold reports that everyone can view.

If you want to share the report in My Folders and you do not want to save it to the Public Folders, you can:

Copy the report

Move the report

Create a shortcut to the report.

Send Reports by Email You can share a report with other users by sending the report by email. You can use email to share a report with a group of people that do not have direct access to Report Studio. To do this, use Schedule button for the report you want to send, in the Actions column of any Folder. You can attach one copy or multiple copies of the report to the email. You can specify multiple formats and multiple languages. The attached files are static documents.

You can share a report with other users by sending the report by email.

You can use email to share a report with a group of people that do not have direct access to Report Studio. To do this, use Schedule button for the report you want to send, in the Actions column of any Folder.

You can attach one copy or multiple copies of the report to the email. You can specify multiple formats and multiple languages. The attached files are static documents.

Print Reports You can print a PDF version of a report to obtain a hard copy of the information. Print a report if your computer is not available, or if you want to take a copy of a report to a meeting. To print a hard copy of the report in PDF, you must select a printer. Add printer in Cognos Connection.

You can print a PDF version of a report to obtain a hard copy of the information.

Print a report if your computer is not available, or if you want to take a copy of a report to a meeting.

To print a hard copy of the report in PDF, you must select a printer.

Add printer in Cognos Connection.

Schedule Reports You can schedule reports to run a time that is convenient for you, such as during off hours when demand on the systems are low. You can schedule reports individually or by using a job. You can schedule reports to run by minute, hourly, daily, weekly, monthly, or yearly. After you create a schedule, the report or job runs at the date and time specified. You coordinate schedules using the Schedule Management tool. Only one schedule can be associated with each report or job. If you require multiple schedules for the same report, create multiple report views and create a schedule for each report view. You can also modify schedules.

You can schedule reports to run a time that is convenient for you, such as during off hours when demand on the systems are low.

You can schedule reports individually or by using a job.

You can schedule reports to run by minute, hourly, daily, weekly, monthly, or yearly.

After you create a schedule, the report or job runs at the date and time specified.

You coordinate schedules using the Schedule Management tool.

Only one schedule can be associated with each report or job. If you require multiple schedules for the same report, create multiple report views and create a schedule for each report view.

You can also modify schedules.

Schedule Single Report You can schedule a single report to run at a later time or at a required date and time. You can modify, temporarily disable, or delete permanently if you no loner require

You can schedule a single report to run at a later time or at a required date and time.

You can modify, temporarily disable, or delete permanently if you no loner require

Schedule Multiple Reports You can set the same schedule for multiple reports by creating a job. A job is a collection of reports, report views, and other jobs that are scheduled to run together and share the same schedule settings. When a scheduled job runs, all the reports in the job are run as well. Jobs are composed of steps . Each job is reference to an individual report, job, or report view. The steps in a job can be executed in two ways: All at Once In Sequence

You can set the same schedule for multiple reports by creating a job.

A job is a collection of reports, report views, and other jobs that are scheduled to run together and share the same schedule settings.

When a scheduled job runs, all the reports in the job are run as well.

Jobs are composed of steps . Each job is reference to an individual report, job, or report view.

The steps in a job can be executed in two ways:

All at Once

In Sequence

View and Manage Schedules You can use the Schedule Management tool to view and manage the schedules you have created. You can use the Schedule Management tool to: Change the properties of a Job Modify a scheduled report View the run history of a report Run a schedule entry once Delete a schedule.

You can use the Schedule Management tool to view and manage the schedules you have created.

You can use the Schedule Management tool to:

Change the properties of a Job

Modify a scheduled report

View the run history of a report

Run a schedule entry once

Delete a schedule.

Manage Reports in Cognos Connection: Access and View Reports click the report name or click the Run Options button to run the report Create Customized Reports Create a Report View Share Reports Copy the report Move the report Create a shortcut to the report

Access and View Reports

click the report name or click the Run Options button to run the report

Create Customized Reports

Create a Report View

Share Reports

Copy the report

Move the report

Create a shortcut to the report

Questions?

Topic: Three Query Studio

Query Studio

Objectives: Introduction to Query Studio In this module, you will examine the user interface and basic functionality of Query Studio. Create, Explore and Modify Reports in Query Studio In this module, you will create and examine various report run options and output formats. - Cont’d

Introduction to Query Studio

In this module, you will examine the user interface and basic functionality of Query Studio.

Create, Explore and Modify Reports in Query Studio

In this module, you will create and examine various report run options and output formats. - Cont’d

Introduction to Query Studio What is Query Studio? Query Studio is the ad hoc querying tool for ReportNet Use Query Studio to: Create an Ad Hoc Report Add Data to Ad Hoc Reports Save Ad Hoc Reports View Data in Ad Hoc Reports Menus: Insert Data Edit Data Change Layout Run Report Manage File Cont’d

What is Query Studio?

Query Studio is the ad hoc querying tool for ReportNet

Use Query Studio to:

Create an Ad Hoc Report

Add Data to Ad Hoc Reports

Save Ad Hoc Reports

View Data in Ad Hoc Reports

Menus:

Insert Data

Edit Data

Change Layout

Run Report

Manage File Cont’d

Query Studio View:

Insert Data:

Edit Data:

Change Layout:

Run Report:

Manage File:

Report Types List Reports show detailed data Grouped List Reports eliminate duplicate rows Cross Tab Shows a number at the intersection of each row and column Chart Create a chart to present information graphically

List

Reports show detailed data

Grouped List

Reports eliminate duplicate rows

Cross Tab

Shows a number at the intersection of each row and column

Chart

Create a chart to present information graphically

Create Reports in Query Studio: Create List Reports Create Grouped List Reports Expand and Collapse Data Groups Create Crosstab Reports Swap Rows and Columns Sort Data in Ad Hoc Reports Display Data Graphically with Charts Filter Data in Ad Hoc Reports

Create List Reports

Create Grouped List Reports

Expand and Collapse Data Groups

Create Crosstab Reports

Swap Rows and Columns

Sort Data in Ad Hoc Reports

Display Data Graphically with Charts

Filter Data in Ad Hoc Reports

Create Reports in Query Studio: Create New Report Items with Custom Groups Format Data in Ad Hoc Reports Add Calculated Data to Ad Hoc Reports Create Calculated Columns Add Summarized Data to Ad Hoc Reports Specify Advanced Query Options

Create New Report Items with Custom Groups

Format Data in Ad Hoc Reports

Add Calculated Data to Ad Hoc Reports

Create Calculated Columns

Add Summarized Data to Ad Hoc Reports

Specify Advanced Query Options

Explore and Modify Reports in Query Studio: Run Ad Hoc Reports Specify Run Options View Ad Hoc Reports in PDF Format View Ad Hoc Reports in HTML Format View Ad Hoc Reports in CSV Format Specify Column Order in Ad Hoc Reports Edit Titles in Ad Hoc Reports Specify Prompt Values for Ad Hoc Reports

Run Ad Hoc Reports

Specify Run Options

View Ad Hoc Reports in PDF Format

View Ad Hoc Reports in HTML Format

View Ad Hoc Reports in CSV Format

Specify Column Order in Ad Hoc Reports

Edit Titles in Ad Hoc Reports

Specify Prompt Values for Ad Hoc Reports

Questions? Demos

Demos

Topic: Four Report Studio

Report Studio

Report Studio Introduction to Report Studio Module 1: Use Additional Report Building Techniques Module 2: Focus Your Reports Module 3: Design Reports using Queries Module 4: Customize Reports with Conditional Formatting Module 5: Enhance Report Layout and Formatting

Introduction to Report Studio

Module 1: Use Additional Report Building Techniques

Module 2: Focus Your Reports

Module 3: Design Reports using Queries

Module 4: Customize Reports with Conditional Formatting

Module 5: Enhance Report Layout and Formatting

Objectives In this course, we will: Navigate to Report Studio Convert List reports to Crosstab and Repeater reports Reuse a report object Add prompts to a report page Investigate Queries Combined two related reports into one Display separate report pages for different query items Create customized data items using calculations Customize reports with conditional formatting Administer reports in Cognos Connection.

In this course, we will:

Navigate to Report Studio

Convert List reports to Crosstab and Repeater reports

Reuse a report object

Add prompts to a report page

Investigate Queries

Combined two related reports into one

Display separate report pages for different query items

Create customized data items using calculations

Customize reports with conditional formatting

Administer reports in Cognos Connection.

Introduction to Report Studio

Introduction to Report Studio

Introduction to Report Studio Report Studio is a Web-based report authoring tool that lets you create business intelligence (BI) reports that analyze corporate data according to specific information needs. Report Studio lets you format, present, and distribute your findings using many different objects and layouts.

Report Studio is a Web-based report authoring tool that lets you create business intelligence (BI) reports that analyze corporate data according to specific information needs.

Report Studio lets you format, present, and distribute your findings using many different objects and layouts.

Introduction to Report Studio To build a report, first determine that the data you want to report on exists in the current model. Then you must choose an appropriate report type to display your data such as a List, a Crosstab, a Chart, or a Repeater. Once you have selected a report type, you must add query items from the model that you wish to report on, such as Product Line and Revenue. You can format report by changing the font, color, and style of the data, or by changing the data such as to appear as Currency or a Percentage. Use tables, blocks, text items, and header and footers to add value to and enhance the appearance of reports.

To build a report, first determine that the data you want to report on exists in the current model. Then you must choose an appropriate report type to display your data such as a List, a Crosstab, a Chart, or a Repeater. Once you have selected a report type, you must add query items from the model that you wish to report on, such as Product Line and Revenue.

You can format report by changing the font, color, and style of the data, or by changing the data such as to appear as Currency or a Percentage. Use tables, blocks, text items, and header and footers to add value to and enhance the appearance of reports.

Introduction to Report Studio Audience Report Authors Power Users Reports BI Reports Lists Crosstabs Charts Complex Reports Multi-Frame Multi-Page

Audience

Report Authors

Power Users

Reports

BI Reports

Lists

Crosstabs

Charts

Complex Reports

Multi-Frame

Multi-Page

Introduction to Report Studio Queries Business Oriented Simple to Complex Automated Query generation Unions and set operations Edit SQL

Queries

Business Oriented

Simple to Complex

Automated Query generation

Unions and set operations

Edit SQL

1. Use Additional Building Techniques In this module, we will: Review Report building in Report Studio Break a report into Sections Convert a List to a Crosstab Reuse an object Change contents of a Reference Object

In this module, we will:

Review Report building in Report Studio

Break a report into Sections

Convert a List to a Crosstab

Reuse an object

Change contents of a Reference Object

Building Reports in Report Studio Use the tabs of the Insertable Objects to add query Items, and objects such as Tables and Images, to your report. Filter your report to view a sub-set of the data Add a Prompt page to your report to let users choose the data they want to view. Format your report to enhance its appearance and add information.

Use the tabs of the Insertable Objects to add query Items, and objects such as Tables and Images, to your report.

Filter your report to view a sub-set of the data

Add a Prompt page to your report to let users choose the data they want to view.

Format your report to enhance its appearance and add information.

Break a Report into Sections Create separate Lists, Crosstabs, or Charts for specific query items by creating a section header. Create a section is to show grouped information in separate report objects When you run the report, separate sections appear for each value Creating section is similar to grouping on a query item. The difference is that section headers and footers appear outside the List, crosstab, or chart.

Create separate Lists, Crosstabs, or Charts for specific query items by creating a section header.

Create a section is to show grouped information in separate report objects

When you run the report, separate sections appear for each value

Creating section is similar to grouping on a query item. The difference is that section headers and footers appear outside the List, crosstab, or chart.

Convert a List to a Crosstab Condense a report and view data from a different perspective by converting a List to Crosstab To view List data in a Crosstab format, select the columns you want to view crosstab columns, and then click Pivot List to Crosstab button. Unselected columns, except measures, appear as Rows and nested rows. The measure appears as cell of the Crosstab.

Condense a report and view data from a different perspective by converting a List to Crosstab

To view List data in a Crosstab format, select the columns you want to view crosstab columns, and then click Pivot List to Crosstab button.

Unselected columns, except measures, appear as Rows and nested rows.

The measure appears as cell of the Crosstab.

Convert a List to a Repeater Repeat List data by converting a List into a Repeater Report Repeaters are tables that contain cells that display data for individual query items. Create a Repeater using the Repeater Template, or by converting a list into a Repeater. Only List can be converted into Repeater, not Crosstab report

Repeat List data by converting a List into a Repeater Report

Repeaters are tables that contain cells that display data for individual query items.

Create a Repeater using the Repeater Template, or by converting a list into a Repeater.

Only List can be converted into Repeater, not Crosstab report

Questions? & Demos: Demo 1-1 Demo 1-2 Workshop 1-1

Demo 1-1

Demo 1-2

Workshop 1-1

2. Focus Your Reports In this module, we will: Explore Prompts Apply existing Filters from the model Add a Prompt to a report page Add Calculations using the expression editor to create customized query items.

In this module, we will:

Explore Prompts

Apply existing Filters from the model

Add a Prompt to a report page

Add Calculations using the expression editor to create customized query items.

Prompts? Prompts add user interactivity to reports by having the user determine the data is displayed. Prompts are composed of: Parameters Parameters form questions you want to ask users Ex. Orders. Retailer Name =?Retailer Name? Prompt Control Prompt controls provide the user interface in which the questions are asked Parameter Values Parameter values provide the answers to the questions. Ex. Values to select.

Prompts add user interactivity to reports by having the user determine the data is displayed.

Prompts are composed of:

Parameters

Parameters form questions you want to ask users

Ex. Orders. Retailer Name =?Retailer Name?

Prompt Control

Prompt controls provide the user interface in which the questions are asked

Parameter Values

Parameter values provide the answers to the questions. Ex. Values to select.

Create a Prompt Use the Build Prompt Page tool Select one or more items on your report and then click Build Prompt Page. Build your own Prompt and Prompt Page Create a Parameter to produce a Prompt Create a Parameter to produce a prompt, or for use in Drill-Through reports. Create a Prompt directly in a report page Create using Prompt Items by adding to reports.

Use the Build Prompt Page tool

Select one or more items on your report and then click Build Prompt Page.

Build your own Prompt and Prompt Page

Create a Parameter to produce a Prompt

Create a Parameter to produce a prompt, or for use in Drill-Through reports.

Create a Prompt directly in a report page

Create using Prompt Items by adding to reports.

Examine Prompt Type Various prompts are available Text Text Box Prompt: Value Prompt: Select & Search Prompt: Numeric Text Box Prompt: Date/Time Date Prompt Time Prompt Date & Time Prompt Interval Prompt

Various prompts are available

Text

Text Box Prompt:

Value Prompt:

Select & Search Prompt:

Numeric

Text Box Prompt:

Date/Time

Date Prompt

Time Prompt

Date & Time Prompt

Interval Prompt

Choose an Appropriate Prompt Type If you are not sure of the best prompt type to choose, you can add a Generated Prompt to your report and Report Studio will select an appropriate type for you. RS choose an appropriate prompt type Prompt will appear as a parameter on the work area of report but will display a suitable prompt type, based on the nature of the query item, on the generated report. Search for Prompt Items: Add a Select & Search Prompt to let users to search for multiple values and add to your selection on the report. Add items from different searches to complete.

If you are not sure of the best prompt type to choose, you can add a Generated Prompt to your report and Report Studio will select an appropriate type for you.

RS choose an appropriate prompt type

Prompt will appear as a parameter on the work area of report but will display a suitable prompt type, based on the nature of the query item, on the generated report.

Search for Prompt Items:

Add a Select & Search Prompt to let users to search for multiple values and add to your selection on the report. Add items from different searches to complete.

Customize Prompts & Apply Model Filters You can change the behavior and appearance of Prompts to help users select and submit their choices. Multi-Select Single-Select Add Prompt Buttons Apply Model Filters Model Filter: Save time and effort Create your own filters in reports You can also remove the filter

You can change the behavior and appearance of Prompts to help users select and submit their choices.

Multi-Select

Single-Select

Add Prompt Buttons

Apply Model Filters

Model Filter: Save time and effort

Create your own filters in reports

You can also remove the filter

Questions & Demo 2-1/ 2-2 Demo 2-1 Demo 2-2

Demo 2-1

Demo 2-2

Create your own items: You can report on data not found in the database by creating calculated columns based on existing items in the model. 3 Types of Calculations Detail (Before Aggregation) (Tabular) Group (After Aggregation) (Model) Layout (Run time)

You can report on data not found in the database by creating calculated columns based on existing items in the model.

3 Types of Calculations

Detail (Before Aggregation) (Tabular)

Group (After Aggregation) (Model)

Layout (Run time)

Define Calculations Detail Calculation A Detail Calculation is applied to non-summarized data. (use Model, Query, Functions, Parameter tabs.) Group Calculation A Group calc is applied to summarized data (Query Items, Functions and Parameters) Layout Calculations (RN takes care of it) Run time calculations, such as add info about a report, such as Page No.

Detail Calculation

A Detail Calculation is applied to non-summarized data. (use Model, Query, Functions, Parameter tabs.)

Group Calculation

A Group calc is applied to summarized data (Query Items, Functions and Parameters)

Layout Calculations (RN takes care of it)

Run time calculations, such as add info about a report, such as Page No.

Demos / Workshops Demo 2-3 Workshop 2-1

Demo 2-3

Workshop 2-1

3. Design Reports using Queries In this module, we will: Design Page Layout using queries Combine Multiple queries into a single report Combine related reports into one report

In this module, we will:

Design Page Layout using queries

Combine Multiple queries into a single report

Combine related reports into one report

Design Page Layout Using Queries Create reports that display different query items on separate pages by organizing the Layout Page structure using a query. Use Page Explorer to define the Page Layout so that each of the page report will contain information for specific query item. Ex: Display a List for each Country on a separate page.

Create reports that display different query items on separate pages by organizing the Layout Page structure using a query.

Use Page Explorer to define the Page Layout so that each of the page report will contain information for specific query item.

Ex: Display a List for each Country on a separate page.

Combine Reports Into One Report Create a Master-Detail report to deliver information that would otherwise require two or more reports Insert a List containing details into a List containing related information Master-detail report is like a Drill Through report, but it display the data with in the same report. You can insert a List, Crosstab, Chart or Repeater into List, you can add a List to Repeater, but you cannot add another report type into Crosstab. You must have a common query item in order to link two queries.

Create a Master-Detail report to deliver information that would otherwise require two or more reports

Insert a List containing details into a List containing related information

Master-detail report is like a Drill Through report, but it display the data with in the same report.

You can insert a List, Crosstab, Chart or Repeater into List, you can add a List to Repeater, but you cannot add another report type into Crosstab.

You must have a common query item in order to link two queries.

Demos / Workshops Demo 3-1 Demo 3-2 Workshop 3-1

Demo 3-1

Demo 3-2

Workshop 3-1

4. Customize Reports with Conditional Formatting In this module, we will: Examine Conditional Formatting Create Multi-Lingual Reports Highlight exceptional data Show and Hide data

In this module, we will:

Examine Conditional Formatting

Create Multi-Lingual Reports

Highlight exceptional data

Show and Hide data

Change Display Based on Conditions Design a report to appear in different colors, languages, or formats depending on the data in the report You can change the display of your report based on condition you specify using conditional formatting. This is useful for identifying data that exceeds or fall shorts of goals, running the same report in different languages, or eliminating sections of a report that are not relevant according to standards you create. Depending on your needs you might want to change the text displayed in a report (such as report title) or you may want to change the appearance of the report.

Design a report to appear in different colors, languages, or formats depending on the data in the report

You can change the display of your report based on condition you specify using conditional formatting. This is useful for identifying data that exceeds or fall shorts of goals, running the same report in different languages, or eliminating sections of a report that are not relevant according to standards you create.

Depending on your needs you might want to change the text displayed in a report (such as report title) or you may want to change the appearance of the report.

Determine what will change Create your own variables and values to decide what element of the report will determine the change and the possible outcomes. When creating a condition to apply to a report, the variable is determines what will change in the report. The values define the possible scenarios for the variable. When you create a variable, you need to name the variable and determine what type of variable to use. Boolean Variable: Two possibilities Yes or No String Variable: If there is more than one outcome, based on string values you will specify. Language Variable: When the values are in different languages

Create your own variables and values to decide what element of the report will determine the change and the possible outcomes.

When creating a condition to apply to a report, the variable is determines what will change in the report. The values define the possible scenarios for the variable.

When you create a variable, you need to name the variable and determine what type of variable to use.

Boolean Variable: Two possibilities Yes or No

String Variable: If there is more than one outcome, based on string values you will specify.

Language Variable: When the values are in different languages

Define the Condition and Outcomes Use Expression Editor to define the condition and provide the criteria used to determine possible outcomes French English German French (all) English (all) German (all) Language High Low Medium If (Revenue >1000000) then (‘High’) else if (Revenue < 25000) then (‘Low’) else if (Revenue Between 300000 and 600000) then (‘Medium’) String Yes No Gross Profit > 150000 Boolean

Use Expression Editor to define the condition and provide the criteria used to determine possible outcomes

Create the Display for Each Value Once you have created a variable, modify the report in the work area to appear as desired for each value. After you have created your variable, you must define how the report will appear for each value. Select the text or part (title) of the report that will vary, and then apply the variable to it using Properties Pane. When you apply the variable, the values for which you can perform conditional authoring appear. Once the varying report element has been designated as conditional, choose a value in the Condition Explorer to set the display for that value. Then you can modify the report in the work area so that it appears the way you want the report to look if that condition is satisfied.

Once you have created a variable, modify the report in the work area to appear as desired for each value.

After you have created your variable, you must define how the report will appear for each value. Select the text or part (title) of the report that will vary, and then apply the variable to it using Properties Pane.

When you apply the variable, the values for which you can perform conditional authoring appear.

Once the varying report element has been designated as conditional, choose a value in the Condition Explorer to set the display for that value. Then you can modify the report in the work area so that it appears the way you want the report to look if that condition is satisfied.

Questions? & Demos… Demo 4-1 Demo 4-2 Demo 4-3 Workshop 4-1

Demo 4-1

Demo 4-2

Demo 4-3

Workshop 4-1

Summary In this module, we have: Examined Conditional Formatting Create Multi-lingual reports Highlighted Exceptional Data Shown and Hidden Data

In this module, we have:

Examined Conditional Formatting

Create Multi-lingual reports

Highlighted Exceptional Data

Shown and Hidden Data

Enhance Report Layout and Formatting In this module, we will: Modify Structures Enhance Reports using Multi-Media files and hyperlinks Add a background image to a report Examine the best practices for designing effective reports

In this module, we will:

Modify Structures

Enhance Reports using Multi-Media files and hyperlinks

Add a background image to a report

Examine the best practices for designing effective reports

Modify Structures You can add multiple items to a single column, add extra rows to a report, and merge cells in order to tailor a report to your needs. Lock/ Unlock You can Unlock cells in order to manipulate an object’s content. Once cells are Unlocked, you can change the text, and add objects inside existing objects. This is useful if you want to display related information in a single column, or rename a column. You can add additional rows to a list report using the Structure menu. This is useful if you want to add information to the body of the report. Once a new row is added you can merge the cells by selecting one or more cells and then clicking the merge cells button.

You can add multiple items to a single column, add extra rows to a report, and merge cells in order to tailor a report to your needs.

Lock/ Unlock

You can Unlock cells in order to manipulate an object’s content. Once cells are Unlocked, you can change the text, and add objects inside existing objects. This is useful if you want to display related information in a single column, or rename a column.

You can add additional rows to a list report using the Structure menu. This is useful if you want to add information to the body of the report. Once a new row is added you can merge the cells by selecting one or more cells and then clicking the merge cells button.

Enhance Reports Using Files and Links Add visual interest and useful information by adding a multi-media file or hyperlinks to a report. The HTML layout object can be any thing your browser will execute, such as links, images, multi-media or Java Script. You can also add a hyperlink to your report so users can navigate to a related site. For added value, you can place a Hyperlink inside a Field Set to provide additional information about the link. A Field Set is like an empty block with a caption at the top.

Add visual interest and useful information by adding a multi-media file or hyperlinks to a report.

The HTML layout object can be any thing your browser will execute, such as links, images, multi-media or Java Script.

You can also add a hyperlink to your report so users can navigate to a related site.

For added value, you can place a Hyperlink inside a Field Set to provide additional information about the link. A Field Set is like an empty block with a caption at the top.

Add a Background Image Enhance the appearance of reports by adding a background image. For added visual interest, you can apply a background image to various elements of a report. You can add a background image to a data frame object like a list or Crosstab, a cell in a table, or to the entire page. You can customize the behavior of the image to suit your needs. When applying the image, you can choose where to position the image, if you want the image to repeat, and if you want the image to remain stationary when the report is scrolled.

Enhance the appearance of reports by adding a background image.

For added visual interest, you can apply a background image to various elements of a report.

You can add a background image to a data frame object like a list or Crosstab, a cell in a table, or to the entire page.

You can customize the behavior of the image to suit your needs. When applying the image, you can choose where to position the image, if you want the image to repeat, and if you want the image to remain stationary when the report is scrolled.

Identify Data Using Row Numbers Identify and locate data by adding row numbers to your report. Include a Row Number on your report to make data easier to identify and locate. Add a Row Number object from Toolbox onto your report. Each Row in the column contains a report expression referencing each Row in the report.

Identify and locate data by adding row numbers to your report.

Include a Row Number on your report to make data easier to identify and locate.

Add a Row Number object from Toolbox onto your report.

Each Row in the column contains a report expression referencing each Row in the report.

Demos/ Workshops Demo 5-2 Demo 5-3 Workshop 5-1

Demo 5-2

Demo 5-3

Workshop 5-1

Questions?

Customize the Query Model In this module, we will: Examine the relationship between the query model structure and the report layout View and modify objects in the query model Use tabular Sets Create discontinuous Crosstab reports Use Sub-queries and derived table queries

In this module, we will:

Examine the relationship between the query model structure and the report layout

View and modify objects in the query model

Use tabular Sets

Create discontinuous Crosstab reports

Use Sub-queries and derived table queries

Understand Queries Queries determine what data items appear in a Report Studio report Some times you want detailed rows of data. Other times you must calculate totals or averages using aggregate functions and grouped columns, or must apply filters to show only the data you want. Report Studio automatically creates the queries you need as you build reports in the layout. However, you can modify these queries or create your own custom queries to get the results you want. Queries are the objects that retrieve data from the data source. A query is created when you select query items from the package. Each query item that you select becomes a data item that can be displayed in the report. When you add an object to a report, such as a list or prompt, Report Studio asks you if you want to link the objects to a new query or to an existing query.

Queries determine what data items appear in a Report Studio report

Some times you want detailed rows of data. Other times you must calculate totals or averages using aggregate functions and grouped columns, or must apply filters to show only the data you want.

Report Studio automatically creates the queries you need as you build reports in the layout.

However, you can modify these queries or create your own custom queries to get the results you want.

Queries are the objects that retrieve data from the data source. A query is created when you select query items from the package. Each query item that you select becomes a data item that can be displayed in the report.

When you add an object to a report, such as a list or prompt, Report Studio asks you if you want to link the objects to a new query or to an existing query.

Understand Queries and Reports By default, one query exists for each List Report that you create, and the query item you add to the report appear in the default query. However, you can create multiple queries in your report. In some cases, you may need to create a new query manually. You can use the Query Explorer to create multiple queries when you want to: Combine different report types in a single report, such as a list and chart, and have different data appear in each Improve performance by creating smaller queries rather than having a single large query for the entire report You may also want to customize a single query to create more complex reports, such as discontinuous crosstab.

By default, one query exists for each List Report that you create, and the query item you add to the report appear in the default query.

However, you can create multiple queries in your report.

In some cases, you may need to create a new query manually.

You can use the Query Explorer to create multiple queries when you want to:

Combine different report types in a single report, such as a list and chart, and have different data appear in each

Improve performance by creating smaller queries rather than having a single large query for the entire report

You may also want to customize a single query to create more complex reports, such as discontinuous crosstab.

Understand the Query Model The Query Model consists of the tabular object, cube object and summary object. Report Layout Summary Object Cube Object Tabular Object Query

The Query Model consists of the tabular object, cube object and summary object.

Work with Queries When you build a query manually, you may perform one or more steps: Extract Data: Required when building a report Group the Data: Places the data into a hierarchy of levels( also known as nested groups or dimensions; handled by the cube object) Pivot the Data: Shows dimensions in different directions.

When you build a query manually, you may perform one or more steps:

Extract Data: Required when building a report

Group the Data: Places the data into a hierarchy of levels( also known as nested groups or dimensions; handled by the cube object)

Pivot the Data: Shows dimensions in different directions.

Extract Data in Queries When you build a report, you extract data from one or more data sources. At this stage, the underlying query results contain homogeneous rows. This means that each row contains the same level of detail. Report Studio uses tabular objects to obtain the data. The data can be either unsummarized or summarized.

When you build a report, you extract data from one or more data sources.

At this stage, the underlying query results contain homogeneous rows. This means that each row contains the same level of detail.

Report Studio uses tabular objects to obtain the data. The data can be either unsummarized or summarized.

Group Data in Queries As noted earlier, grouping the data places it into one or more hierarchies of levels. Report Studio can create one or more dimensions in the cube object, depending on the type of report. RS calculates the aggregate values for the levels you define in the dimension.. When you group the extracted data, the query results include data at different levels of summarization.

As noted earlier, grouping the data places it into one or more hierarchies of levels.

Report Studio can create one or more dimensions in the cube object, depending on the type of report.

RS calculates the aggregate values for the levels you define in the dimension..

When you group the extracted data, the query results include data at different levels of summarization.

Pivot Data in Queries To Pivot your data, you require two or more pieces of data and a value to measure against this criteria, such as Revenue. Pivoted data is shown in the Crosstab and Chart Frames. Report Studio uses the cube object to pivot multidimensional data. In a crosstab report, RS uses the summary object to identify which level in a dimension is the column, and which level is the row.

To Pivot your data, you require two or more pieces of data and a value to measure against this criteria, such as Revenue.

Pivoted data is shown in the Crosstab and Chart Frames.

Report Studio uses the cube object to pivot multidimensional data.

In a crosstab report, RS uses the summary object to identify which level in a dimension is the column, and which level is the row.

Relate Queries to a Report Layout After you decide on the type of data that require, you can create a layout in RS to display the results. You can include columns of data in the query without including them in the display. The query and layout portions of a report must be linked to produce a valid report. You may find it necessary to include data in a query without displaying it in the layout. Example: SortKey is used to order the data in the report, but these values are not displayed in the layout.

After you decide on the type of data that require, you can create a layout in RS to display the results.

You can include columns of data in the query without including them in the display.

The query and layout portions of a report must be linked to produce a valid report.

You may find it necessary to include data in a query without displaying it in the layout.

Example: SortKey is used to order the data in the report, but these values are not displayed in the layout.

Understand Query Explorer The Query Explorer provides an alternative way of modifying existing reports or authoring new reports. Use Query Explorer to perform complex tasks that are more difficult to do in the layout. Changing the Hierarchical structure of a dimension( move levels above or below) Improving performance by changing the order in which items are queried from the database. Viewing or adding dimensions, levels, and facts Create complex reports, such as union join reports.

The Query Explorer provides an alternative way of modifying existing reports or authoring new reports.

Use Query Explorer to perform complex tasks that are more difficult to do in the layout.

Changing the Hierarchical structure of a dimension( move levels above or below)

Improving performance by changing the order in which items are queried from the database.

Viewing or adding dimensions, levels, and facts

Create complex reports, such as union join reports.

Build Queries in Query Explorer Create queries in Query Explorer by inserting objects into the appropriate sections of the work area. You work in the Query Explorer by adding or modifying objects in the work area. To modify an object, click it and make changes in the properties pane. To add a new object, drag and drop from Insertable Objects pane to the work area.

Create queries in Query Explorer by inserting objects into the appropriate sections of the work area.

You work in the Query Explorer by adding or modifying objects in the work area.

To modify an object, click it and make changes in the properties pane.

To add a new object, drag and drop from Insertable Objects pane to the work area.

Automatically Group and Summarize Data You can automatically group and summarize incoming data retrieved by a tabular model. By default the Auto Group & Summarize property is set to Yes. To show ungrouped and unsummarized data, change the Auto Group & Summarize Property to No.

You can automatically group and summarize incoming data retrieved by a tabular model.

By default the Auto Group & Summarize property is set to Yes.

To show ungrouped and unsummarized data, change the Auto Group & Summarize Property to No.

Add Tabular Objects to Queries A tabular object defines a homogeneous data stream for a query. Each row returned by the tabular object contains the same type of data, as in a relational db table. Add a tabular object to the Tabular Data section of the cube object. You can add only one tabular object to the Tabular Data section of the query. However you add unlimited number of child tabular objects.

A tabular object defines a homogeneous data stream for a query.

Each row returned by the tabular object contains the same type of data, as in a relational db table.

Add a tabular object to the Tabular Data section of the cube object.

You can add only one tabular object to the Tabular Data section of the query.

However you add unlimited number of child tabular objects.

Add a Tabular Model to a Query A Tabular Model is a simple list query conducted through a Framework Manager model against a data source. You use tabular model to identify the data items to include in your query. You can convert a Tabular Model to a Tabular SQL object.

A Tabular Model is a simple list query conducted through a Framework Manager model against a data source.

You use tabular model to identify the data items to include in your query.

You can convert a Tabular Model to a Tabular SQL object.

Use Other Tabular Objects The tabular model object is the most common in reports Other tabular objects include: Tabular Reference Tabular SQL Tabular Set When you create a list report in the layout, Report Studio will create one Tabular Model in the Query Explorer For more complex reports, you may have to work with other types of Tabular Objects

The tabular model object is the most common in reports

Other tabular objects include:

Tabular Reference

Tabular SQL

Tabular Set

When you create a list report in the layout, Report Studio will create one Tabular Model in the Query Explorer

For more complex reports, you may have to work with other types of Tabular Objects

Add a Tabular Reference to a Query Use a tabular reference object to refer to a tabular structure in another query. A tabular reference object is shortcut to a tabular structure in another query. For example, you may want to create a calculated column in a list report that uses one or more query items from a tabular model in another query. Tabular reference object has one property that can be modified Query. The Query property specifies the name of a query that is defined in the same report. You cannot edit a tabular reference object, beyond specifying the query that it is referencing, For example, you cannot rename a tabular reference.

Use a tabular reference object to refer to a tabular structure in another query.

A tabular reference object is shortcut to a tabular structure in another query. For example, you may want to create a calculated column in a list report that uses one or more query items from a tabular model in another query.

Tabular reference object has one property that can be modified Query. The Query property specifies the name of a query that is defined in the same report.

You cannot edit a tabular reference object, beyond specifying the query that it is referencing, For example, you cannot rename a tabular reference.

Add Tabular SQL to a Query You can add a tabular SQL to specify a statement in Structured Query Language that returns a result set. When writing the SQL, you can use the syntax recognized by the native database, or use Cognos SQL syntax. You can validate the SQL and copy it into the Clipboard for use elsewhere.

You can add a tabular SQL to specify a statement in Structured Query Language that returns a result set.

When writing the SQL, you can use the syntax recognized by the native database, or use Cognos SQL syntax.

You can validate the SQL and copy it into the Clipboard for use elsewhere.

Add a Tabular Set to a Query You can add a tabular set object to a query to merge rows from two tabular objects, usually tabular models. When you create a tabular set, you can click the View tabular Data button to see the combined data retrieved by two objects that make up the set. By default, the data in the two tabular objects is combined using UNION, INTERSECT or EXCEPT operators.

You can add a tabular set object to a query to merge rows from two tabular objects, usually tabular models.

When you create a tabular set, you can click the View tabular Data button to see the combined data retrieved by two objects that make up the set.

By default, the data in the two tabular objects is combined using UNION, INTERSECT or EXCEPT operators.

Work with Child Tabular Objects You can only add Child Tabular objects to a Tabular Model. Child Tabular objects are useful for creating the following equivalent queries in SQL: Sub Queries Derived Table Queries You can add tabular models, tabular references, tabular SQL, and tabular sets to a tabular model by dragging these items from the Toolbox to the Children section.

You can only add Child Tabular objects to a Tabular Model.

Child Tabular objects are useful for creating the following equivalent queries in SQL:

Sub Queries

Derived Table Queries

You can add tabular models, tabular references, tabular SQL, and tabular sets to a tabular model by dragging these items from the Toolbox to the Children section.

Create Sub-Queries Using Child Tabular Objects You can use sub-queries to filter a set of data based on the existence of a matching value in another set of data. First add the Child tabular object to the parent tabular model, then define a filter on the parent tabular model.

You can use sub-queries to filter a set of data based on the existence of a matching value in another set of data.

First add the Child tabular object to the parent tabular model, then define a filter on the parent tabular model.

Create Derived Table Queries Using Child Tabular Objects Derived table queries are virtual tables that can be combined to produce a complex result. First add two or more child tabular objects to the parent tabular model, then define a filter on the parent tabular model.

Derived table queries are virtual tables that can be combined to produce a complex result.

First add two or more child tabular objects to the parent tabular model, then define a filter on the parent tabular model.

Thank you !