Analysis Studio

Analysis Studio

Exercise Workbook

Analysis Studio

Table of Contents 1 Cognos Connection and Analysis Studio .............................................................. 1

Cognos 8 Overview? ............................................................................................................3 The Components of Cognos 8 ..............................................................................................3 What Functionality Does Analysis Studio Provide .............................................................4 Opening Cognos Connection ...............................................................................................5 Public Folders .....................................................................................................................7 My Folders ...........................................................................................................................8 Folder Icons .........................................................................................................................9 Using Analysis Studio .......................................................................................................10 Analysis Studio Screen ......................................................................................................12 Analysis Studio Menus ......................................................................................................13 Analysis Studio Toolbar ....................................................................................................17

2 Analysis Studio Overview ..................................................................................... 19 Overview of Analysis Studio Reports ...............................................................................21 Analysis Studio Reports and the World Wide Web ...........................................................21 Opening an Analysis Studio Report ...................................................................................22 Dimensions, Items and Measures ......................................................................................24 Analysis Report View ........................................................................................................25 Deleting a Row ..................................................................................................................27 Drilling Down ...................................................................................................................27 Drilling Up .........................................................................................................................30 Drilling Up and Down using the menus ............................................................................33 Changing Rows and Columns ............................................................................................39 Changing the Measure .......................................................................................................43 Adding a Title ....................................................................................................................45 Saving a Report ..................................................................................................................47 Exercise ..............................................................................................................................50 3 Running Analysis Studio Reports Through Cognos Connection ....................... 51 Navigating to the Location of Standard Reports ...............................................................53 Running a Report with Options .........................................................................................55 Viewing as Excel ...............................................................................................................58 Saving as Excel .................................................................................................................61 Viewing as PDF .................................................................................................................65 Saving as PDF ....................................................................................................................67 Printing the PDF Report ....................................................................................................69 HTML View .......................................................................................................................72

4 Creating a New Analysis Studio Report ................................................................ 73 Create a New Report Using Drag and Drop ......................................................................75 Swapping Rows and Columns ...........................................................................................80 Filters .................................................................................................................................82 Using the Overview Context Filter ....................................................................................85 Source Tree Limits .............................................................................................................86 Viewing more than the Source Tree Limits in the report ..................................................88 Hiding Categories ..............................................................................................................91 Sorting ................................................................................................................................94 5 Advanced Features ................................................................................................. 97 Nested Categories ..............................................................................................................99 Suppressing Zeros ............................................................................................................105 Calculations .....................................................................................................................109 Rename a Column ............................................................................................................111 Ranking ............................................................................................................................117 Custom Ranking ...............................................................................................................119 Top and Bottom Filters ....................................................................................................121 Switching to Charts ..........................................................................................................126

Chapter 1 Cognos Connection and Analysis Studio 1

1

Cognos Connection and Analysis Studio

Cognos 8 Overview

The Components of Cognos 8 What Functionality Does Analysis Studio Provide?

Opening Cognos Connection Public Folders

My Folders Folder Icons

Using Analysis Studio Analysis Studio Screen Analysis Studio Menus

Analysis Studio Toolbar

Using Analysis Studio 2


Cognos 8 Overview What is Cognos 8? Cognos 8 is a fully integrated Business Intelligence tool for enterprise-wide reporting and analysis. It is a thin-client, web-based tool that is scalable to large organizations. It includes tools for ad-hoc self-serve queries, complex managed reports, event notification and high-level analysis, all available from the same web portal.

The Components of Cognos 8 Cognos Connection Cognos Connection is the web portal used to run reports, or create reports using Query Studio, Report Studio, or Analysis Studio. Query Studio Query Studio is used for ad-hoc queries. Report Studio Report Studio is used to develop complex and managed reports. Analysis Studio The OLAP (on-line analytical processing) tool for high-level, rapid exploration, using drill-down and drag and drop techniques. Event Studio Notifies the user of events, such as a change in a key performance indicator. Cognos Viewer Cognos Viewer displays reports on the web. Framework Manager Framework Manager is used by the Cognos 8 administrator to develop the model and packages that manage the data that can be read by Query Studio, Report Studio, and Analysis Studio.


What Functionality Does Analysis Studio Provide? With Analysis Studio you can: • Create reports using the web browser in several formats: Crosstab report Interactive Charts • Sort data • Filter data Filter on one or more items Create complex filters Focus on the Top or Bottom sets of data • Add calculated columns • Create custom subsets • Run reports in several formats HTML PDF Excel CSV • Apply conditional formatting


Opening Cognos Connection GOAL: To connect to the Cognos website and start Cognos 8. STEPS: 1. Start your web browser. 2. In the address area, type the URL given to by your instructor:

3. Enter your User ID and Password.

4. Click OK. Note: Depending upon how your administrator has configured the server, you may not see this screen.


5. The Cognos 8 Welcome Screen opens.

6. Click the Cognos Connection link.


Public Folders Public folders contain reports, packages and folders that are shared by many users.

Public Folders Folder Folders are used to organize reports and other folders. A folder is colored

yellow. Packages Groups of folders containing reports and a business view of the data. The

“package icon” is a blue folder. Actions Change properties and actions for the selected package, folder or report.

Toolbar Set properties and actions for the current folder. (See “Toolbars” later in this chapter.)

Toolbar

Actions

Packages

Folder


My Folders My Folders is a place to store your personal copies of reports.

My Folders Reports Reports you have created and saved. The icon indicates whether the report

was built with Query Studio or Report Studio. Actions Change properties and actions for the selected report.

Toolbar Set properties and actions for the current folder or selected report(s). (See “Toolbars” later in this chapter.)

Note: Public Folders contain reports that can be seen by all users. My Folders contain reports that you develop and save. My folders allows you to organize your reports by type in personal folders – i.e. Analysis Studio Training and Training.

Reports

Actions

Toolbar


Folder Icons

Icon Name Action

Refresh Refreshes/updates the current page with new data or changes.

List View Shows the folder contents in a list view with one report per line.

Detail View Shows the folder contents in rows and columns.

New Folder Creates a new folder. Folders are used to organize reports.

New Job Sets the schedule to run a report or group of reports.

URL Creates a link to a URL in the folder you specify.

New Page Creates a new customizable page.

Cut Cuts the selected item from the folder.

Copy Copies the selected item to the clipboard.

Paste Pastes the item from the clipboard to the folder.

Delete Deletes the selected item.

Set Properties Allows you to change the properties of “My Folder”, such as language and folder name.

Order Allows you to change the order of items in the folder.

Search Searches for items in the folder.


Using Analysis Studio To start Analysis Studio: Click on the Analysis Studio link at the top right of any screen. GOAL: To start Analysis Studio. STEPS: 1. Click Analysis Studio at the top of the screen.

Note: A package or Cube can be used in Analysis Studio. 2. The choice of packages and cubes appear.


3. Select The Great Outdoors Company and then click OK.

4. Analysis Studio opens, using the selected package.


Analysis Studio Screen

Analysis Studio Screen Menus Contains the five main menus: File, Edit, View, Settings, Run, and

Help. Toolbar Tools to build and modify Analysis Studio reports.

Insertable Objects Pane Presents a dimensional view of your data, organized into dimensions, hierarchies, levels, and measures

Overview Area Convenient place to quickly explore and change the contents of the work area

Work Area Contains the crosstabs and charts that you use to explore and analyze data.

Information Pane Shows the name, level, attributes (if any), and aggregation associated with the selected item in the Insertable Objects Pane

Properties Pane Provides a comprehensive view of the crosstab or selected set in the Work Area and to apply changes

ToolbarMenus

Insertable Object Pane Work Area

Information Pane

Properties Pane

Overview


Analysis Studio Menus File allows you to:

File Menu New Report Starts a new Analysis Studio Report Save Saves the report. Open in Report Studio Opens report created with a different Cognos 8 package in

Analysis Studio Save As Saves the report with a different name or location. Exit Exit Analysis Studio Edit allows you to:

Edit menu Undo Undo a step in the report Redo Redo a step in the report Delete Delete an item from the report. Hide Hide an item in the report. Exclude Exit Analysis Studio Search (Item)… Search for an item in the package.


View allows you to:

View menu Crosstab View the report in a Crosstab format (default). Chart View the report in a Chart format. Crosstab and Chart View the report in the Crosstab and Chart formats on one

screen. Select Chart Type Change the type of Chart to view. Swap Rows and Columns Swap Rows and Columns. Objects and Information View the Report alone or view the report and insert objects

pane. Properties Pane View the Properties Pane. Settings allows you to:

Settings menu Suppress Suppress allows you to suppress zeros on rows and columns

and to suppress nulls. Set Number of Visible Items Set number of visible items allows you to change the default

set (rows and columns) you can see in the report.

Totals and Subtotals Totals and Subtotals give you control over seeing totals and subtotals in the report.

Insertion Options Insert Options allows you to insert items with and without details.


Run allows you to:

Run menu Run Report (HTML) The default, this interactive format allows the saved report to be

easily changed. Run Report (PDF) - Portable Document Format, Adobe Acrobat

A printer ready format that uses the Adobe Acrobat Reader. This report format cannot be changed – it is “frozen”.

Run Report (Excel 2000 Single Sheet format)

Places multiple pages of a report into a single Excel worksheet.

Run Report (CSV) – Comma Separated Values

This is used to Export data to Excel, Access, Word or most other applications.

Run Report (XML) Shows the XML code used to display the report. Report Options Report Options allows you to add a title, change page breaks,

and orient the report to landscape or portrait.


Help

Help menu Help The default, this interactive format allows the saved report to be

easily changed. Contents A printer ready format that uses the Adobe Acrobat Reader.

This report format cannot be changed – it is “frozen”. Quick Tour Report runs in Excel Single Sheet format. Getting Started This is used to Export data to Excel, Access, Word or most

other applications. Cognos on the Web About Analysis Studio


Analysis Studio Toolbar

Icon Name Action

New Starts a new Analysis Studio report.

Open Opens a previously created report.

Save Saves the report in the Public folder or My Folder.

Save As Saves the report with a new name or in a new folder.

Delete Removes the selected item.

Undo Reverses an Action.

Redo Reverses the last “undo”.

Search Searches for a data item in the package.

Run Runs the data in a variety of formats.

Go to Allows you to search for related links in another linked report.

Filter Limits the data shown in a report.

Top or Bottom Allows you to put Top or Bottom filters on the report.

Suppress Allows suppression or zeros, nulls and totals on rows and columns.

Sort Sorts the report on one or more columns in ascending or descending order.

Subtotals Allows you to create subtotals in the report.

Summarize Summarizes grouped items. Changes the summaries to total, count, average, maximum, etc.

Calculate Creates mathematical expressions

Display Allows you to move between crosstab and chart displays.

Chart Type Allows you to change between pie, bar, line, and other charts.

Swap Exchanges the positions of rows and columns.

Custom Set Allows you to specify a name and description for a custom set of data that can be reused later in this report.


Chapter 3 Analysis Studio Overview 19

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Analysis Studio Overview

Opening an Analysis Studio Report Dimensions, Items and Measures

Opening a Report Deleting Rows

Drilling Up Drilling Down

Drilling Up and Down using the menus Replacing Rows

Replacing Columns Adding a Title

Saving a Report Exercise

Using Cognos 8 Analysis Studio 20


Overview of Analysis Studio Reports Analysis Studio is a reporting tool for high-level analysis. Information from corporate systems is captured in Analysis Studio and summarized at various levels of detail. You, the user can see these summaries by drilling down and slicing and dicing through data. Using Analysis Studio, accessing information is much faster and easier than writing traditional queries. Reporting like this is a new concept for many people. An Analysis Studio report resembles a spreadsheet, but it is much more. Information about your business is arranged into dimensions such as years, surveys and question groups. These dimensions are not necessarily the way the information is stored in your database; rather it is organized into the ways you need to analyze information. By examining the items within these dimensions, you get a bird’s-eye view of the major trends within your business.

Analysis Studio Reports and the World Wide Web Analysis Studio stores the data from a corporate computer system in a file called a Package. These packages are a summarized snapshot of the data. Whenever you open an Analysis Studio report, data from the package is read into the report. Information in Analysis Studio can be organized into rows and columns that can be easily nested, changed or rotated; thus we get the concept of multidimensional reporting. Analysis Studio presents the package over the World Wide Web. You can view Analysis Studio data from any computer with an Internet browser. Through the technology of the World Wide Web, you can be working in the same building as the Analysis Studio date, or thousands of miles away.


Opening an Analysis Studio Report Working in Analysis Studio begins by logging into the Cognos 8 web site. GOAL: To open an Analysis Studio Package STEPS: Selecting Analysis Studio and a package: 1. From Cognos Connection > Public Folder choose Great Outdoors Company.

2. The series of folders appear. Each folder contains reports from the different studios, but all reports use the same package.

3. Click on the Analysis Studio Samples folder.


4. A list of reports appears that were created in Analysis Studio.

5. Click on the % Returned by Product report.

6. Close this report.


Dimensions, Items and Measures The Analysis Studio package contains all the data you need to create reports or charts. The data in a package is organized into dimensions, items and measures. Dimensions are the major lines of analysis of a business: Years, Surveys, Questions, etc. Items are the details that make up a dimension. For example, the categories within the Dates dimension are Year, Quarter, Month and Days. Items are arranged into hierarchies within a dimension. For example, a Year contains four Quarters and a Quarter contains three Months. Measures are the actual numbers we are reporting. Measures may be Total Revenue estimates, Question Group Impressions or any other numeric information. Dimensions are shown on the dimension line when we open a package.

Analysis Report view

Columns

Row

Measure


Deleting a Row In this example we will be deleting a row from a report. Rows and columns are deleted the same way.

STEPS: 1. From the Analysis Studio Sample folder open the Top and Bottom sample report. Hint: Change to the next page to find the report.


2. At the top of the Sales territory row, click on the bar, and then right click and a menu will appear.

3. Click the Delete option.


Drilling Down Clicking on an item that is underlined and highlighted in dark blue will drill down to more detail. For example, clicking on Camping Equipment reveals all the camping equipment products. Goal: To Drill down on rows and columns STEPS: To drill down to more detail: 1. Place the cursor over the row heading Camping Equipment. The cursor turns to a hand when it is possible to drill down.


2. Click on Camping Equipment to drill down. 3. The rows change to show all camping equipment products.

4. Hold your cursor over the 2006 column.


5. Click on 2006 to see the quarters.

6. Click on Qtr 1 to see the months of Qtr 1.


Drilling Up Drilling up is moving from a lower level to a higher level in the hierarchy. We can drill up from months to quarters or to years. You can drill up one level at a time by clicking on the summary column or row in the report. (Summary rows and columns are highlighted in blue.) Goal: To Drill up on rows and columns STEPS: 1. Place the cursor on the summary column heading Qtr 1.

2. When the cursor changes to a hand, click on Qtr1. The columns drill up to show the quarters of 2006.


3. Click on the summary row heading 2006.

4. The report drills up to show all years.


EXERCISE

• Drill down on Tents and show the months in the second quarter of 2005 as shown below.

• Drill up to the view shown below.


Drilling Down and Up Using the Overview Menus Overview menus allow you to drill up or down rapidly to any data in the cube. Goal: To Drill down and up using Overview Menus STEPS: 1. We will drill all the way down to August 2006 using the Overview menus. Place the cursor on the down arrow in the column Overview area. A menu pops up. 2. Click on 2006. The report drills down to the current quarters in 2006.

3. The results.


4. Click on the down arrow in the column area and choose Qtr 3. 5. Click the down arrow, and then highlight 2006/Aug.

6. Choose 2006/Aug.


7. Click on the drop down arrow by Camping Equipment again.

8. From this menu, click on Sleeping Bags and then choose Hibernator Lite 9. The lowest level is shown in the column and rows. .


Drilling up using the Overview Pane: 1. Click on the down arrow notice there is 3 levels showing in the drop down menu.

2. Choose Products.


3. The results show the Products at the highest level.

4. Click on the down arrow next to 2006/Aug.


5. Choose Years from the Menu. The columns are now shown at the highest level. 6. The finished report.

Note: The most efficient way to drill up and down in a report is a combination of drilling up and down in the row and column summaries along with using the Overview area.


Changing Rows and Columns The appearance of Analysis reports can be easily changed. We can quickly change the data in the rows or columns to create an entirely new view of the data. Goal: To change the data in the rows and columns. STEPS: 1. In the Insertable Objects pane, click the plus sign next to the Great Outdoor Company folder to open the folder. 2. Click the plus sign next to the Retailer folder to open the folder. 3. Right-click on Retailer dimension. A shortcut menu appears with a list of choices.


4. Choose Replace > Rows from the menu.

5. The rows change to show rows of Retailer.


To change the columns to Survey Pages: 1. In the Insertable Objects pane, open the Sales Territory folder. 2. Right-click on Sales Territory dimension. A shortcut menu appears with a list of choices. 3. From the shortcut menu, choose Replace > Columns.


3. The columns change to show Sales Territory.

Note: The Columns have been changed now not showing any timeframe. The numbers shown in the report are for all years.


Changing the Measure A measure is a performance indicator that is quantifiable and used to determine how well a business is operating.

Note: Right-clicking the measure in the Insertable Objects pane and choosing Use as Default Filter from the shortcut menu can change the measure.


In this example, we will change the measure to Gross Profit. Goal: To change the measure STEPS: 1. Click the plus sign next to the Measures folder to open the folder. 2. Right Click on the Gross Profit measure.

3. Select Use as Default Filter off the pop up menu. 4. The new measure is shown in the corner of the report.


Adding a Title Analysis Studio allows you to add a title to a report. GOAL: To create a title on the report. STEPS: 1. Click on Run in the menu. A menu drops down.

2. Click on Report Options.


3. In the Title area type Sales Territory by Retailer.

4. Click OK. 5. At the bottom of the screen you will see the new title added.

The name the report is Saved As

The title of the report created in this exercise.


Saving a Report Analysis Studio allows you to save reports in a variety of formats as you saw in the earlier chapter. GOAL: To save report that can be used again. STEPS: 1. Find the Save As icon.

2. Click the icon.

3. A menu appears at the bottom of the report. The default is the folder the Top and Bottom sample report was in.

Note: Public Folders security is determined by the administrator. If you have access, you can choose to save your report in Public Folders where everyone else can access them. Or you can save them in the private My Folders area where no one else can access them. 4. Click on My Folders icon.


5. Click on the New Folder icon, to create a folder for training. 6. Name the folder Training.

7. Click OK.


8. Double click on your new folder to select it. 9. Type the Sales Territory by Retailer in the Name area.

10. Click on Save. The Saved name of the report appears in 2 places.


Exercise:

• Change the current report to look like the one below. Hint: The following items will have to be preformed:

Change Rows Drill Down Change the Title Save the Report

Chapter 3 Running Analysis Studio Reports Through Cognos Connection 51

3

Running Analysis Studio Reports Through Cognos Connection

Navigating to the Location of Standard Reports

Running a Report Viewing as Excel

Saving as Excel Viewing as PDF

Saving as PDF Printing the Report

HTML View

52 Using Analysis Studio


Navigating to the Location of Standard Reports Corporate standard reports are located in the Public Folders. Within Public Folders there may be many more folders, containing groups of reports. Access to specific folders is controlled by your security level. GOAL: To locate Reports STEPS: 1. Click on the Public Folders tab. 2. Click on the Great Outdoors Company folder, and then the Analysis Studio Samples folder.

Note: Packages are identified with a blue folder icon .

Note: The navigation bar indicates your location.

Public Folders > Great Outdoors Company > Analysis Studio Samples You can go back to a previous level by clicking on a folder name in the path.


3. To scroll down to see more reports in the list by clicking the Last Page icon. 4. To scroll up the report list by clicking the Previous Page icon. 5. To see specific Entries, use the Entry section area on the screen. Enter 20 and then press the Go arrow.

6. Notice on the screen it now states 1-17 because there is only seventeen reports. The Next Page arrows are grayed out because there now all reports are on one page.


Running a Report with Options When the user runs a report, the query is resent to the database and any new or changed information is returned to the report. GOAL: To run sample reports. STEPS: To run an Analysis Studio sample report: 1. From the Analysis Studio Sample reports folder locate Combine Filters Sample.

2. Click the Run option icon. Note: Run with options icon.


3. Change the Format to Excel 2002 and the Delivery Method to Save the report.

4. Click Run.


5. Click OK.

6. Click the Combine Filter link. The report is viewed Excel format.

The Icon shows that output exists for this report in Excel format.

View Output versions of this report. Shows all the output formats.


Viewing as Excel Many reports can be viewed in Excel format. There several icons that allow you to view a report in various Excel formats: GOAL: To view and save a report in Excel STEPS: 1. Open the Combine Filters Sample report.

2. Click down arrow next to the Run icon.

2. Choose View in Excel 2002 Format from the menu.


3. You will get a message that your report is running.

4. A new Internet Explorer window opens. A File Download message appears:

Note: If you do not get the File Download message, or Excel does not open, check to make sure you are allowing pop-up windows. If your setting are correct and you are still unable to open in Excel, then your security settings are not allowing file downloads. Please check with your Administrator about your Internet security settings.


5. Click Open to open the report in Excel format. Note: You can also save the report from this screen. You may see the message below. If you do, click Yes.

6. The report opens in Excel format in a web browser window. The first page of a report is displayed on Sheet1.


Saving as Excel Continuing from the previous example, users may want to now save this Excel spreadsheet. Note: You can also Save As Excel from the File Download window illustrated in the previous lesson. GOAL: To save the current report as an Excel worksheet file (XLS). STEPS: To save the report as Excel: 1. From the Internet Explorer menu, choose File > Save As…


2. Under Save in, choose the file location. 3. Under File name, type Save As Excel Example. 4. Use the drop-down for Save as type and choose Microsoft Excel Workbook (*.xls).

5. Click Save. 6. From the menu choose File > Close.


To open the Excel file: 1. Close the open Excel browser window. 2. Open Excel by choosing Start > Programs > Microsoft Office > Excel, or use your short cut if you have one. 3. From the Excel menu, choose File > Open. 4. Locate the Excel report that was just saved, Save As Excel Example.xls.

5. Click Open.


6. The worksheet is opened in Excel. The filters are shown in the Excel report.

7. Close the report and close Excel. Note: Once the report user has saved a report to Excel, the report is no longer connected to your source data. The Excel file is a static copy of the report as of the date and time the report was created.


Viewing as PDF PDF is another common format for sharing reports. PDF (Adobe Acrobat) format is ideal for printing and emailing reports. Note: These lessons demonstrate features of Adobe Acrobat version 6.0 GOAL: To view a report in PDF format. STEPS: To open the report in PDF format: 1. Using the Combined Filters Sample report. Note: Re-run the report from Cognos Connection if closed.

2. Click down arrow next to the Run icon.

3. Select Run Report (PDF). 4. At the bottom of the screen you will see the below message.


5. The report opens in Adobe Acrobat.

To change pages: 1. Click the page controls at the bottom center of the screen, or 2. Use the scrollbar at the right of the screen. Note: This particular report has only 1 page.


Saving as PDF GOAL: To save the report in PDF format. STEPS: 1. In the upper left corner locate the Save icon.

2. Click the Save a copy icon.


3. Under File name, type PDF Sample Report.

4. Make sure the drop-down for Save as type is set for Adobe PDF Files (*.pdf). 5. Click Save. Note: Once the report user has saved a report to PDF, the report is no longer connected to the source data. The PDF file is a static copy of the report as of the date and time the report was created.


Printing a Report in PDF Format GOAL: To print the report STEPS:

1. In the PDF window, click the Print icon.


2. The Print window opens.

Note: Different printers may display different properties on this screen. 3. You can enter the page range in the Print Range area. 4. You can choose Fit to page under Page Scaling.


To change the orientation to landscape: 1. In the Print window, click Properties next to the name of the printer. 2. Landscape under Orientation.

3. Click OK. Note: We will not print the report in class. Click Cancel. 4. To print the report, click OK. Note: The report user has no control over row/column widths or font sizing. If you need assistance getting a report to fit correctly for printing, contact your report administrator.


HTML View 1. In the upper right hand corner there is a HTML icon. If you are unsure of which icon, hold your cursor over each icon and read the fly out windows.

2. Click the HTML icon. 3. The HTML view opens.

Chapter 4 Creating a New Analysis Studio Report 73

4

Creating a New Analysis Studio Report

Creating a New Report Using Drag and Drop Adding Rows

Adding Columns Filtering on a Measure

Swapping Rows and Columns Filters

Using the Overview Context Filter Source Tree Limits

Increasing the limit of 20 viewable items Hiding Categories

Sorting Exercise



Creating a New Report Using Drag and Drop You have already changed a report using the Right-Click \ Insert as Rows or Columns methodology. Another way to build reports is to drag categories from the Insertable Objects pane. Measures can be dragged from the Insertable Objects pane into the measures area. Also, you can “nest” levels by dragging. GOAL: Create a report using the “Drag and Drop” method. STEPS: 1. Open the Analysis Studio package.

2. If the select a package window appears choose the Great Outdoors Company package. Note: The below window may appear depending on how your administrator has set up your security.


3. Analysis Studio opens with the package chosen.

4. Open the Product dimension. 5. Drag Camping Equipment from the Insertable Objects pane to the row headings.


6. When the row area is highlighted, release the mouse button. The rows now contain the Camping Equipment products.

4. Drag Order Method from the dimension viewer to the column headings.


5. When the column area is highlighted, release the mouse. The columns now contain all Order method.

6. Open the Measures folder and then drag Revenue to the Measure area.


To change the measure by dragging: 1. Click on Plus sign by Measures folder. 2. Drag Quantity sold measure up to the measures area above the row headings.

3. When the area containing the Measures is highlighted, release the mouse. The measures are changed to Quantity sold as values.


Swapping Rows and Columns The original orientation of a report (i.e. categories you have chosen to put in as rows vs. columns) can be changed by swapping. Sometimes, creating a report and then swapping rows and columns gives you a different “view” of the data. A quick way to exchange rows and columns is to use the “Swap Rows and Columns” button. Goal: To swap rows and columns STEPS:

1. From the toolbar, click the Swap button.


2. Now Order Method is in the Rows and Camping Equipment products is in the columns.

4. Save the Report as Order Method in My Folders > Training. Exercise:

• Create the following new report.

• Swap the rows and columns.


Filters Filters reduce the data in the report to show only what is selected. You can use one or more items as filters to quickly focus your analysis on a particular view of the data; in fact, you can apply a filter from every dimension.

This technique is known as filtering using context. Changing context changes the values that appear. It does not limit or change the items in the rows or columns.

Filters are created by selecting categories from the Insertable Objects pane and dragging and dropping them to the Context section of the Overview area or using the Right-click method. GOAL: To filter as context STEPS:

1. Click on the plus sign next to the Dates folder in the Insertable Objects pane. 2. Click on the plus sign next to the 2006 folder. 3. Right-click on Qtr 3 in the dimension viewer.

4. In the pop up window, click on Filter as Context.


5. The report is limited to 2006 Q3 and the filter appears in the Overview Context Pane.

Note: You can change the filter by using the right click menu. You can also add other filters using different dimensions.


To change the context filter:

1. Change the context filter by clicking on the down arrow next to the context filter and choose Next (2006 Q 4).

2. The information in the rows and columns do not change, but you are now looking at Qt4 data.


Using the Overview Context Filter Once you have added a context to the report, you can easily change that filter using the drop down menu in the Overview area.

Allows you to delete the filter. Brings you to the highest level of the Date Hierarchy (All). Brings you to 2006 (all Quarters). Allows you to move between the previous and next quarters. Allows you to search for a specific date in the 2006 source. Allows you to pick specific days in the months that occur in Qtr 2. (i.e. 04/05/06) “Go To” allows you to use an item in the Context section as a filter when you go to another report or analysis. Allows you to search for a specific date in Qtr 4.


Source Tree Limits In this report, we’re going to use the Survey Exports view (or source tree) of the data. The source tree shows 20 items for any one dimension at a time. If there are more than 20 items in the dimension, a More icon appears at the bottom of the list. Every time you click the More icon, an additional 20 items appears until you reach the maximum. By default, the maximum number of items shown in any single dimension in the source tree is 50. Your administrator may set a different value for optimum performance, depending on the size of the data source. GOAL: To see more than 20 items in the source tree. STEPS: 1. Click the plus sign by Retailer in the Insertable Objects pane.

2. Click the plus sign by the By Retailer site. Note: you are seeing 20 of the 21 items in this dimension.


4. Click More to see an increase in the tree source.

5. Use the Insertable Objects scroll bars to see all 40 of the tree source items now visible.

Note: Even with 20 of the 21 items visible in the Insertable Objects pane, dragging the Retailer by site into the report, still only brings the limit of 20 items into the report.


Viewing more than the Source Tree Limits in the report You can easily increase the number of items in your report, using the More function in the report. GOAL: To have more than the source tree limit visible in the report. STEPS: 1. Create a new report; you do not have to save the existing report. 2. Click and drag the Retailer by site in as Rows.


3. At the bottom of the rows you will see a More row.

4. Click More in the report.


5. Click on Custom in the pop up window.

6. Type in 100 for Visible Items (limit is 500).

7. Click OK. The Retailers are now shown.

Note: If you right click on More a different menu appears, select Number of Visible Items then Custom.


Hiding Categories Sometimes when you bring an item into a report, you do not want the summary column visible. Alternately, you may need to use the item for a calculation, but you do not need to see it. We are going to add time as columns to this report, but we only want to see 2006, not the Dates (All) summary column GOAL: To hide categories STEPS: 1. Drag Years into the column area and Revenue into the Measure area.


2. Right-click in the 2005 column.

3. Click on Hide in the drop down menu. 4. The report now does not show 2005, but added a More & Hidden column.


5. Right click on More & Hidden and then choose Hide. 6. The summary column Years is still showing totals that include 2005 data.

7. Hide the summary column.

8. Save the report as Retailer by Year in the My Folder > Training folder. Note: If you wanted a summary column that contains data from 2004 and 2006, you would create a calculated column. In the next chapter, we will learn how to create this calculation.


Sorting Analysis Studio enables you to sort in Ascending and Descending order. You can sort on columns or rows. GOAL: To sort all 2006 in highest to lowest order. STEPS: 1. Highlight the 2006 column.

2. Click on the down arrow by the Sort icon.

3. Choose Ascending from drop down menu. Now the Retailer is in the order of 2006 revenue.


4. Highlight the 2006 column and then choose the Sort icon.

5. Now the revenue is in descending order.


Chapter 5 Enhanced Analysis Studio Reporting 97

5

Enhanced Analysis Studio Reporting

Nested Categories Suppressing Zero’s or Nulls

Calculations Change Column names

Ranking Top and Bottom Filters

Switching to Charts (and Split Views)



Nested Categories Analysis Studio has the ability to show several different dimensions at once. For example, we can show Order Method by Quarters as part of the same row. Nested categories are extremely flexible. We can also hide higher levels so that we may see only the details. GOAL: To demonstrate various ways to nest dimensions in rows and columns STEPS: 1. Open the Order Method report from My Folders > Training folder.

2. From the Insertable object pane, click the Plus sign by Years.


3. Click on 2006.

4. Hold the left mouse button down and drag 2006 in front of the current rows.

5. Let go of the mouse. It may take some time for the rows to become nested, depending on the size of the dimension that you are working with.


6. The current quarters of 2006 are nested within each row.

7. Save the Report as Nesting. Note: Analysis Studio does give you the capability to nest more than one item against a column or row. However, the data in your package has to be designed so that multiple nesting makes good business sense.


To remove a level: We will remove the first nested level, Quarters. 1. Move the cursor to the level selection area, above the row headers for the second level (See illustration below). The level selection area is light blue. 2. Right-click the blue level selector area. A shortcut menu appears.

3. Choose Delete. The Quarters are removed from the report.


You can also nest against columns:

1. Click on 2006. (You may have to re-open several categories in the Insertable Objects pane.)

2. Drag it above the Camping Equipment columns.

3. The report with nested columns.


Exercise

• Using the existing report, create the below nesting


Suppressing Zeros Sometimes reports contain zeros in rows, columns or both. Analysis Studio gives you the ability to hide columns or rows that contain all zeros, or suppress zero rows or zero columns. GOAL: To suppress zeros in rows only, columns only or both. STEPS: 1. Using the report created in the previous exercise. 2. In this report Asia Pacific territory does not have any fax orders. You can see this by the rows that are Zero.


3. Click the down arrow by the Zero Suppression button at the top of the screen.

4. Click the Apply to Rows only and Totals is Null or Zero.


Suppressing Zeros Exercise 1. Create a new report.

• Add rows as Sales Territory • Add Department Store (Under Retailers) as Column. • Nest Qtr 1 into the Columns (under Department Store)

2. Drill down on Grand Prix. 3. Suppress Zeros in Rows and Columns. Notice the Suppress Zeros signs next to the Row and Column area in the Overview Pane.


To turn suppress zeros off: 1. Click the arrow next to the Zero Suppression button. 2. Choose No Suppression from the menu.

3. The report now shows all rows and columns. Notice the Suppress Zero symbol is also removed.


Calculations

Analysis Studio allows you to add simple calculated columns or rows to your report. To create a calculation, first select the rows or columns you wish to use in your calculation, and then click the Calculation button. STEPS: 1. Open the report Retailer by Year created in the previous exercise. 2. Holding down the Ctrl key, click in each of the columns 2004 & 2006.

3. Click the Calculation button.


4. Highlight 2004 + 2006 from the drop down window.

5. Click on the choice.


Rename a column 1. Right-click in the column title header 2004+2006.

2. Click on Rename in the pop up window.

3. Click OK.


To calculate percent difference: 1. Create the below report for this exercise.

2. Holding down the Ctrl key on the keyboard, click on the 2005 and the 2006 columns. 3. Click the Calculation button.

4. Select the % Difference (2005, 2006).


5. The results are shown as the difference of 2005.

6. Click Undo, highlight 2006 first and then 2005. Click on the Calculated button.


7. The results now show the difference between the current year and last year.

Note: The order you select the columns in, determines the order of operations that the math choices default to. 8. Right click on the calculated column. 9. Select Rename from the pop-up menu.


10. Click in the radio dial button and type in: Percent Difference

11. Click OK.

12. Save the report as Order method calculation.


Exercise: Create the report below.

Hint: You will find the below columns in the package.

Note: Your administrator can add calculated columns to the package. An administrator creates the calculated columns when there is a common calculation needed by different user groups.


Ranking Ranking items identifies their relative position to help you compare data.

STEPS: 1. Open the report Sales by Territory. 2. Highlight the America column. 3. Click on the Calculate icon.


4. Select Rank (Americas) in the drop down menu.

5. Highlight the 2006 column. 6. Click Undo.


Custom Ranking 1. Use the existing report and right click on the Americas column.

2. Choose Calculate and then Custom.

3. Click OK.


Note: The Ranking we chose shows Americas is number 1 in Department Store Gross Profits, but number 4 in Direct Marketing. 4. Click Undo.


Top and Bottom Filters In this example we will show the Top 10 Surveys with the highest Gross Profit. STEPS:

1. Click the Retailer button at the top of the screen, to select this set as the one we want to limit.

2. Click the Top or Bottom icon.

3. Select Custom in the drop down menu.

4. Choose Top from the Top or Bottom option.

5. Type 5 in the Number of items.

6. The report now shows the top 5 retailer and has a Subtotal for all included retailer totals. It also includes a row with a Subtotal that excludes the totals of the rows that do not appear.


Switching to Charts (and Split Views) Analysis Reports can be easily displayed as charts. Simply choose what you want to show as bars or slices of a pie and then place them in the columns. We will use our simple Order Method report. Either open this report, or simply recreate it. STEPS: 1. Open the Order Method report and filter on the Year 2006.

2. Click the chart icon.


3. Highlight the Column Chart in the drop down menu and then select Standard from the fly out menu. 4. The chart is displayed automatically with the crosstab report.


5. To see just the chart, click on the down arrow next to the Display icon.

6. Click on Chart. Now only the chart is displayed.

7. To see just the crosstab, click on the down arrow next to the Display icon. 8. Click on Crosstab.

Documents

Analysis Studio