Cognos 10 BI Developer Beginner's Guide

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IBM Cognos 10 BI DeveloperEdition Beginners Guide

History:

Version Description

Change

Author/Reviewer Publish Date

0.1 Initial Draft Mitesh Agrawal 24-Nov-2010

0.1 1st Version Amit Sharma 10th Jan 2011

BISP |IBM Cognos 10 BI Developer Edition Beginners Guide 1


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Installation of Cognos 10 BI Developer Edition

Title Page No

1). Software and Hardware Requirements.3

2). Installing Internet Information Services (IIS)4

3). Installation of jdk (java development toolkit)...6

4). Installation of Oracle Database 11g Installation..9

5). Installation of IBM Cognos 10 BI Developer Edition.17

6). Accessing Cognos Connection....46

7). Importing sample database..47

8).Creating Data Sources and Packages in Framework Manager52

9).Creating sample reports in report studio .... 76



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1). Software and Hardware requirements-

Operating System: Microsoft Windows XP SP3 or higher.

RAM: Minimum 2 GB of Physical Memory must available for Optimum Performance andReliability.

Disk Space: At least 1.5 GB of Free Hard Disk Space must available during the installation ofSoftware as well as 1 GB of Free Hard Disk Space for the drive that contains the temporary

directory used by Cognos BI Developer Components to operate properly . Ensure that you must

have sufficient disk space for future requirements.

Web Server: A Web Server installed and started (IIS 5.1 or upper version)

JRE Java Runtime Environment (JRE): JRE is installed automatically with IBM Cognos10 BI Developer on Windows XP SP3 .

JDK(java development toolkit): Install jdk-6u18-windows-i586

Database: You must have one of the following databases available to store Cognos 10 BIDeveloper Data: Oracle,DB2, Microsoft SQL Server, TCP/IP connectivity to Microsoft SQL Server.

Web browser: Ensure you are using Internet Explorer 7.0 or higher or Mozilla Firefox 3.5 orhigher.

2).Installing Internet Information Services( IIS) 5.1

Step:1) Put Windows XP SP3 Professional CD in CD-ROM now

Step:2) Go to startcontrol panelselect Add and Remove Programsselect Add/ Remove Windows

Components.



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Step 3) Now select the check box of Internet Information Services(IIS) and press Next button.



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Step 4) When the installation of Internet Information Services(IIS) 5.1 is finish then you will

click on Finish button and you can check it by typing following url in address bar of internet

browser: http://localhost

The browser will shows the Internet Information Services(IIS) windows on screen.

3). Installation of jdk (java development toolkit).

Step:1) Download the jdk 6u18 from the oracle sun website following exe file will be

downloaded from the site.

Step:2) Run the following setup file on your system.

http://localhost/http://localhost/


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Step 3) Select the Accept Button.

Step: 4) Follow the default settings and press Next.



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Step:5) setup will copying all the files on your system directory.



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Step:6) The installation of java development toolkit is finish now click on Finish button.



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4). Installation of oracle Database 11g.

Step:1) Run the Oracle Database 11g setup file on your system,which you can download from

following url website:http://www.oracle.com/technetwork/database/enterprise-

edition/downloads/index.html

Step:2) Select a Product to Install (In our case we will choose Oracle Database 11g) and then

click on Next button.

http://www.oracle.com/technetwork/database/enterprise-edition/downloads/index.htmlhttp://www.oracle.com/technetwork/database/enterprise-edition/downloads/index.htmlhttp://www.oracle.com/technetwork/database/enterprise-edition/downloads/index.htmlhttp://www.oracle.com/technetwork/database/enterprise-edition/downloads/index.htmlhttp://www.oracle.com/technetwork/database/enterprise-edition/downloads/index.html


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Step:3) Select a Basic Installation Method, You can also change the Oracle Location for

Installation of Oracle Database 11g setup files ,if you wants to change it otherwise Enter the

Database_Password for SYSTEM or SYS accounts then click on Next button.



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Step:4) Now check all the Prerequisite for Installing and Configuring the product as given above

screen shot. If any warning occurs then you can check it manually, and click on Next button.

Step:5) You can see the Oracle Configuration Manager Registration, keep it blank and press

Next button.



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Step:6) Oracle Universal Installer will shows you the review of Global Settings of Source,Oracle

Location ,Installation Type,Space Requirements,New Installation, if you want to write it then

you can write and click Install button for Installing Oracle Database 11g.



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Step:7) Installation Of Oracle Database 11g is in progress.



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Step:8) When the Installation Of Oracle Database 11g will Successful then press on Exit

button.



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Now Login the database by giving Username=SYSTEM or SYS and Password= password

which we provide previously in installation time.You will also provide SID name=ORCL



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After test You will click on connect button, which will allow you to create user schemas and

tables.

5). Installation of Cognos 10 BI Developer Edition.

Step:1) There are three packages folder in cognos 10 BI Developer Edition,In all folder we have

setup for the following :

a) CZS56EN.tar.gz[IBM Cognos BI Developer Edition 10.1.0 Window English]

b) CZQ92EN.tar.gz [IBM Cognos BI Samples 10.1.0 for Oracle Window English]

c) CZQ93EN.tar.gz [IBM Cognos BI Samples 10.1.0 for SQL Server Window English]

You can also download all the setup from following url website:http://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?

S_TACT=105AGX01&S_CMP=web_products

IBM Cognos 10 Developer Edition Downloading Steps-

http://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?S_TACT=105AGX01&S_CMP=web_productshttp://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?S_TACT=105AGX01&S_CMP=web_productshttp://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?S_TACT=105AGX01&S_CMP=web_productshttp://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?S_TACT=105AGX01&S_CMP=web_products


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Step: 1)Go to following link-

http://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?

S_TACT=105AGX01&S_CMP=web_products

Step: 2) For download click on IBM Cognos BI Developer Edition 10.1.0 Window englishAssembly and press continue button.

Step:3) Now provide User Id and Password, if you have created previously.

http://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?S_TACT=105AGX01&S_CMP=web_productshttp://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?S_TACT=105AGX01&S_CMP=web_productshttp://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?S_TACT=105AGX01&S_CMP=web_productshttp://www.ibm.com/developerworks/downloads/im/cognosbi/index.html?S_TACT=105AGX01&S_CMP=web_products


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Step:4) If you dont have User ID & Password than click the register here link on the abovepage,after that the Registration Page will open and Provide following details given on the

registration page.



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Step:5). After Providing all the required details given on the above page, Click on submitbutton for go to next page.

Step:6).After create registration, you will provide all the required details given on the below

page.



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Step:7). After providing all the required details given on the above page, Click on submit

button for go to next page.

Step:8). Click on check box whatever you want to download and then click on I agree box.



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Step:9).Click on I confirm as given on the above page for download IBM Cognos 10.1.0 BI

Developer Edition using http.

Step-2). Now Initially we run the Cognos 10 BI Developer Edition \CZS56EN.tar.gz\install.exe

file.



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Step-3). InstallAnywhere is preparing to install.

Step-4) Select any one language you wants to set it, by default it is English. After selecting

Press ok button.



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Step-5). Click Next for accepting the Softwate License Agreement.

Step:6) Click on I accept for accept all the terms and conditions in the license agreement and

press Next button.



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Step:7) By default it will provide you Installation Directory.If you want to install IBM Cognos 10

BI Developer Edition on different location so you can change the Installation Directory but it

can create a problem during the configuration,so try to avoid it and keep it same and press

Next button.

Step:8) By default it will provide you Shortcut Folder.Now keep it same and press Next button.



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Step:9) Please wait few minute, IBM Cognos BI Developer Edition is being configured for your

system.

Step:10) By default it will provide you range of ports for using IBM Cognos BI Developer Edition

Services .Now You will keep it same and provide name for Administrator account do you want

to use. Here the field for password is optional you can fill or keep it blank also ,now press Next

button.



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Step-11). After keep the administrator password field blank, it will generate a message

Your system will not be secured. you can press ok or fill the password.

Step-12). Now fill the password in the corresponding block and press Next button.



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Step:13) IBM Cognos BI Developer Edition will shows you the Installation summary of Product

Name,Install Folder ,Shortcut Folder,Disk Space Information, if you want to write it then you

can write and click Install button.



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Step-14).Now the installation process will copy the Cognos 10 BI Developer files on the

directory of your system.

Step-15). The Installation of IBM Cognos 10 BI Developer Edition has been completed

successfully,now click on Done.



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Step-16). After click on Done welcome to IBM Cognos BI Developer Edition 10.1.0 page will

open on the webbrowser then press Finish.

Step-17). Now you will click on Manager for Install it.



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Step-18). Wait few minutes for server response until Manager is Install successfully.

Step-19). Now type User ID and Password for authentication..If you provided password

previously during the installation then you will provide password here otherwise keep it blank

and press OK button.



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Step-20). Manager has been Installed successfully.

Step-21). Now click on BI Suite and press Install button.



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Step-22). The installation of BI Suite is in progress.

Step-23). Wait few minutes for server response until BI Suite is Install successfully.



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Step-24). Now again type User ID and Password for authentication.If you provided password



Step:25) BI Suite has been successfully installed,If you want to view the log file of summary

then press the View Logs button .



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Step-26). You can see that BI Suite has been successfully installed, now press Close.

Step-27). Now click on Framework Manager and press Install button.



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Step-28). The installation of Framework Manager is in progress.

Step:29) Framework Manager has been successfully installed,If you want to view the log file of

summary then press the View Logs button .



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Step-30). You can see that Framework Manager has been successfully installed, now press

Close button.

After installation of IBM Cognos 10 BI Developer Edition, we will run one of the database

sample setup.In my case I am running IBM Cognos BI Samples 10.1.0 for Oracle Window English

b).CZQ92EN.tar.gz [IBM Cognos BI Samples 10.1.0 for Oracle Window English]



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Step:1) Now we will install the IBM Cognos BI Samples 10.1.0 for Oracle Window English,which

contain samples for Oracle.

Now we will Run the setup from

Cognos 10 BI Developer Edition\ CZQ92EN.tar.gz \install_ORA_samples.exe

The entire process for run the setup is given below-



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Step-2). InstallAnywhere is preparing to install.



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Step-3). Click Next for accepting the Softwate License Agreement.

Step-4). Nowselect I accept box for accept all the terms and conditions in the license

agreement and press Next.



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Step:5) By default it will provide you Installation Directory where the file for Cognos 10 BI

Oracle Samples will store. If you want to install it on different location so you can change the

Installation Directory but it can create a problem,so try to avoid it and keep it same and press

Next button.

Step:6) IBM Cognos BI Samples 10.1.0 for Oracle will shows you the Installation summary of

Product Name,Install Folder ,Disk Space Information, if you want to write it then you can write

and click Install button.



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Step-7).Now the installation process will copy all the required files on the directory of your

system.

Step-8). The Installation of IBM Cognos BI 10 Samples for Oracle has been completed

successfully ,now click on Done.



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6) Accessing the IBM Cognos 10 BI Developer Edition

Note-You can check the IBM Cognos 10 BI Developer Edition services is started or not by type

services.msc on the Run Prompt.

After the IBM Cognos 10 BI Developer Edition is Installed and Configured,and the services are

started, You can access the IBM Cognos 10 BI Developer Edition following the steps given

below-

Step-1). Start All ProgramsIBM Cognos BI Developer Edition IBM Cognos BI Developer

Edition.

OR

Step-2). Open a Web browser

Typethe URL-http://hostname/cognos_developer/manager/main.htmlExample-



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http://localhost:9300/cognos_developer/manager/main.html

If all the installation and configuration goes on without any errors, you can see the IBM

Cognos BI Developer home page.

7). Importing sample database.

Before importing the sample we need to create the schemas (user) in the oracle

database follow the steps below:

Step: 1)Open the Oracle 11g Database page andLogin from system username and providepassword as you given previously at the time of new connection creation.



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Create five users in Oracle 11g Database called gosales,gosalesdw,gosaleshr,gosalesmr and

gosalesrt. The password should be the same as the user id. Make sure to grant them all the

privileges.

Step: 2) Give Username =cognos and Password =cognos & Username =gosales andPassword =gosales. Here you will assign a DBA privileges to users.



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Step: 3) Similarly create other four users gosalesdw, gosaleshr, gosalesmr and gosalesrt. The

Password will be same as User ID and DBA privileges we will assign to all users. After Run the

script you can see all the users in the others users.

Step: 4) Now create a new directory named G:\ Gosales dmp file



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Step: 5) Copy GOSALES.DMP, GOSALESRT.DMP, GOSALESDW.DMP, GOSALESHR.DMP,

GOSALESMR.DMP in Gosales dmp file.

From G:\Program Files\IBM\Cognos Developer\webcontent\samples\datasources\oracle

To G:\Gosales dmp file

Step: 6) Now run the following command under the cmd prompt :

Go to StartRuncmdokG:\> Cd \ G:\Program Files\IBM\Cognos

Developer\webcontent\samples\datasources\oracle

Press Enter then you have prompt like

G:\Program Files\IBM\Cognos Developer\webcontent\samples\datasources\oracle

Now type the following command-



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imp gosales/gosales@orcl file = GOSALES.dmp full=y log=log.txt

If the following screen come that means you successfully imported the gosales database.

Now similarly for other schemas run the following commands.

imp gosaleshr/gosaleshr@orcl file = GOSALESHR.dmp full=y log=log.txt

imp gosalesdw/gosalesdw@orcl file = GOSALESDW.dmp full=y log=log.txt

imp gosalesmr/gosalesmr@orcl file = GOSALESMR.dmp full=y log=log.txt



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imp gosalesrt/gosalesrt@orcl file = GOSALESRT.dmp full=y log=log.txt

Make sure that the import is successful without any errors and warnings.

The sample database has been imported properly.

8).Creating Data Sources and Packages in Framework

Manager.

Note- Before creating Data Sources and Packages in Framework Manager,you will put the

database files(Metedata Files) in one of the Data Base.Here I put Sample Sales database files

in the Microsoft SQL Server 2005.

Follow this sequence for put database file-

G:\Program Files\Microsoft SQL Server\MSSQL.1\MSSQL\Data

Now we will Attach Database Files in Microsoft SQL Server. Steps for attach the database file

is given below-

Step-1).Go to StartAll ProgramsMicrosoft SQL Server 2005SQL Server Management

Studio

Step-2).Now for Connect to Server, type Login ID=sa and Password,whatever you gave at the

time of installation and press connect button.



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Step-3).Now Right click onDatabase then Attach.

Step-4). Add the Database Files here.



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Step-5). After attach database file ,you will pressOK.

Step-6). You can view database files have been attached successfully,now pressOK.



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Step-7). You can view database,name as samplesales on the screen as given below-

Step-8). You can view the samplesales database,tables and columns in the tables on Object

Explorer in left side of window.



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Step-3)Now give the project name and project location and press OK.

Step -4).After press OK the messagewill generatefor creation of new directory then press

OK.



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Step-5). Now type User ID and Password for authentication..If you provided password



Step-6). Select a design language for the project and press OK.

Step-7). Select the type of project you wants to build and press Next.



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Step-8). Select the data source if you have created previously for creating metadata model

project, otherwise you can create new data source by selecting New button at the end press

Next.



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Step-9). New Data Source wizard helps you for create new data source, now click on Next

button.

Step-10). Specify a Name and Location here. The Description and Screen tip fields are optional,

now click Next button.



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Step-11). Specify a Type for the connection of this new data source.

Step-12) Now from Type: drop down list select the Microsoft SQL Server (SQL 2005 Native

Client) database and for Isolation level: click the default gateway check box and press Next.



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Step-13) Now select a Server name,which is same as Full Computer name and also select

Database name.

NOTE- To see the Server Name, follow the steps given below-

Go to Start->My Computer->Properties->Computer Name.

Step :14)Now select a Signons check box and type the User ID= sa and Password.then click

on Test the connection



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Step :15) click on Test .

Step :16).If the path specified here is correct and the status is succeeded,then Press Close.



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Step :17) Following screen will be display on database connection ,now Press Close.

Step :18) Press Finish.



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Step-19). Select the data source for creating metadata model and press Next button.

Step -20). Select the object data source and table which you want to import for metadata

modeling and press Next button.



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Step -21). The Metadata Wizard help you to create different relationship between the tables

you have selected .Select criteria for relationship and press import.

Step -22). The Metadata Wizard will show you that the import process has been completed,

now press Finish button.



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Step -23). You can view the data source, metadata and field in the table on Project Viewer In

window left side.

Step -24). After click onDiagram, you can view the relationship diagram as shown in the below

screen.



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Step -25). Now right click on package->create->package, for create a new package.



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Step 26). Now give the Name to the package, here description of the package and screen tip are

optional, then press Next button.

Step-27). Here you can check and uncheck the tables and fields in the package. Press Next

after the selection.



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Step -28). In this window,you will select the set of function that is available in the package,

Although we are using a SQL Server so here we will select SQL Server as set of functions .

Step -29). After selecting the set of functions,you will press Finish Button.



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Step -30). Your package have been successfully created. Now press Yes for open the Publish

Package Wizard otherwise press No.

Step -31). By default it will show you Package Wizard Location, try to keep it same and Press

Next.



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Step-32). In this window you have to add the security privileges to the packages,which type of

user can access the package ,then press the Add button.

Step-33). Now in next screen you have the folder name(cognos),which you have created, now

double click on it then you have the list of Users and group of user who can view the package.

Step 34). Select the user by click on check box ,then press the green arrow.



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Step 35). After press on green arrow , selected users will move in the selected entries block ,

then press OK.



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Step 36). You can view the group of user, who have a privileges to access the package,then

press Next.

Step 37). Verify the package before publishing it , now press Publish to publish the package.



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Step 38). You have successfully published the package , now click on Exit this wizard and press

Finish.

9). Creating sample reports in Report Studio.

The Report Studio Windows-

Report Studio is comprised of several windows and toolbars that are used to

create or modify the report:

1). Insertable Objects Window

2). Model Tab

3). Query Items Tab

4). Toolbox Tab

5). Properties Window

6). Report Window

7). Report Studio Toolbar



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8). Explorer Bar

Note- For view the Report Studio Screen type-http://localhost:9300/p2pd/servlet/dispatch

on the URL.

Step 1) For creating the report , go to the Report Studio.

Step-2).After click on Report Studio, IBM Cognos Report Studio screen will open and select the

create new report.

Step 3). Select the type of tool,which you wants to use to create the report.

http://localhost:9300/p2pd/servlet/dispatchhttp://localhost:9300/p2pd/servlet/dispatchhttp://localhost:9300/p2pd/servlet/dispatch


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Step 4) Now you can view Insertable Objects window on the left side ,which contains the a

plenty of tools,which is helpful in report creation.



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Step 5) Now just drag the columns and tables from Insertable Object Window, then drop it in

center window to show.

Step-6) Now you have view like this ,for running the report you have to click on the Run

button on toolbar window.



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Step-7). By default you will view the report in the HTML format on IBM Cognos viewer.

Documents

Cognos 10 BI Developer Beginner's Guide