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Cognos BI– Getting Started This document provides an overview of the IBM Cognos Business Intelligence report Consumer features beginning with how to access the tool.

Supported Browsers Cognos BI 10.1 which is used for reporting works best on MS Internet Explorer and is currently only supported on the following so use of one of these browsers is recommended for both applications: Browser Operating System Support Status

MS Internet Explorer 9 Windows Active

MS Internet Explorer 8 Windows Compatible

MS Internet Explorer 7 Windows Compatible

MS Internet Explorer 6 SP1 Windows 2000 / 2003 Not Supported

MS Internet Explorer 6 SP2 Windows XP Compatible

Firefox 4,5, 14 Windows, OS X, UNIX, Linux

Active

Firefox 3.6 Windows, OS X, UNIX, Linux

Active

Firefox 3.5 Windows, OS X, UNIX, Linux

Compatible

Safari 5 (Cognos Connection and Report Viewer only) OS X, UNIX Active

Requesting Access Requests for access should be submitted by the division, program, or department’s lead administrator. Please forward requests for access to cpmsupport@ucar.edu.

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Logging in To access the UCAR IBM Cognos Business Intelligence simply go to the following url below. Some users may be connected directly based on their CIT login (the login name and password for your personal workstation). Others may be prompted to enter their workstation login names and passwords. This will depend on the policies that different IT support groups have defined for browser settings on workstations. If integrated login is deployed as a policy, the login prompt will not be shown. UCAR Cognos Connection Production Site: https://famead.fanda.ucar.edu/ibmcognos/

Getting Started

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Once logged in the Welcome Page appears, with links to IBM Cognos Connection (IBM Cognos content) and the IBM Cognos modules available to you. Note that you have the option to uncheck the Show this page in the future box in order to bypass this page and go right to IBM Cognos Connection.

Select IBM Cognos Content to access IBM Cognos Connection and the UCAR report folder structure.

Getting Started

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Understanding IBM Cognos Connection Once you have successfully logged into IBM Cognos, or selected IBM Cognos content from the Welcome Page, the portal appears. This is the primary way to access the standard UCAR reports [and custom reports developed for your lab, program or division to be developed as needed].

All reports available to more than one person exist here

Personalize and manage your reports here

If there are more than 15 entries on a page, you’ll need to

page down to see everything

Report development interfaces based on security privileges Your personal

workspace

Your user name (If you’ve authenticated)

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Navigating IBM Cognos Connection

UCAR Report Folder Structure Below is a description of how reports are organized on the UCAR Cognos BI server. For the Pilot we will be focusing on reports in the Analytical Reports folder. UCAR Reports (Production)

Analytical Reports - Budget and Forecasting

o Forecast Reports - By Period 001 - Forecast Trend Analysis - Monthly

o 000 - Account Key Attributes History Report o 000 - Account Key Attributes Report o 000 - Detailed Account Key Attributes List Report o 000 - Financial Organization o 001 - PM - Cost Projection Annual - Drill Through - FY o 001 - PM - Cost Projection Annual - Drill Through -

Month/Quarter o 001 - PM - Cost Projection Annual - Drill Through - YTD o 002 - PM - Expense Class by Account o 002b - PM - Account Status with Expanded Budget o Account Keys to Move o MTDC by Fund source

- Employee Plan to Actual o 001 - PM - Salary Expense by Account and Person -

Working Plan vs Actual - DrillDown o 001 - PM - Salary Expense by Account and Person -

Working Plan vs Forecast - DrillDown o 001- PM - Hours Worked and Non Worked by Pay Period o 001- PM - Hours Worked and Non-worked Working Plan vs

Actual by Quarter o 001- PM - Hours Worked and Non-worked Working Plan vs

Actual Current YTD o 001- PM - Hours Worked and Salary Expenditures Actuals

by Employee by Pay Period o 001- PM - Hours Worked by Pay Period o 001- PM - Hours Worked Working Plan vs Actual by

Quarter o 001- PM - Hours Worked Working Plan vs Actual Current

YTD - Divisional HR Reports

o Payroll Account Allocation Report – to be added by 3/3/13 o Account Budget Summary Report – to be added by 4/1/13

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o Other divisional HR reports – to be incorporated into Payroll Account Allocation report or added by 4/1/13 pending gap analysis

Financial Reports (IFAS tables and/or CPM DB as data source)

o Accounts Payable o Accounts Receivable o Contracts

POs For Foreign Vendors o Data Source – no reports – just data packages o Employee Pay Actuals

Casuals Paid By Fiscal Year Employees Paid on DOD Accounts

o General Ledger o Payroll o SEFA A1-131

SEFA - Federal Awards - Direct SEFA - Federal Awards - Direct w Conract Id SEFA - Federal Awards - PassThru

o Travel

HR

IT – security reports Proposal

o Budget Summary

Additional specific folders tbd

Cognos BI Navigation

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Navigating Folders Group Step-by-Step Exercise

Navigate report folder structure

1. Navigate to the Public Folders > UCAR Reports > Analytical Reports > Budget and Forecasting

2. Click on the Analytical Reports folder link to navigate back up.

3. Click on the My Folders tab to navigate to your personal work space.

4. Create a personal folder in the My Folders tab. a. Click on the New Folder icon. b. Type “Cognos report training” in the Name box. c. Click Finish

Cognos BI Navigation

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Folder Tools As you navigate through the Public Folders and My Folders tabs, a Toolbar of available options displays. The Toolbar shows the actions that can be performed in the portal. They are described below. [these may need updating based on app security config]

All Users Advanced Users Only Refresh the portal Create a new package -

Show entries in a list Create a URL to an external file or web site

Show detail information for each entry Set the properties for the current folder or package

Create a folder (in My Folders only) Set the order for folders or entries

Create a page

Create a new dashboard

Run multiple reports

Cut the selected entries (My Folders only)

Copy the selected entries

Paste clipboard contents to the current location

Delete the selected entries (My Folders only)

NOTE These icons vary based on licensing permissions and only appear where they are relevant. On some pages they are not displayed.

Group Step-by-Step Exercise

Run a Report

1. Navigate to Public Folders > UCAR Reports > Analytical Reports >

Budget and Forecasting 2. Review the report options available in the Actions menu.

Cognos BI Navigation

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Set/modify properties Create a report view (shortcut)

View the output versions

Schedule recurring jobs (advanced users only)

Run with options All available report options

Open the report in Report Studio (advanced users only)

3. Click on the Run with options icon under Actions for 000 - Account Key

Attributes Report.

4. Select any options needed for this report execution. For now, select HTML and click Run.

HTML PDF EXCEL 2007 EXCEL 2002 Delimited text (CSV) XML

One time scheduling Distribution options

Cognos BI Navigation

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5. Run the report. 6. Enter an account key in the prompt page.

Your report executes and displays the results in the IBM Cognos Viewer, the interface used to display reports.

Clicking on the report name itself to view a report may or may not display the most current data. It is more consistent to always Run with options ( ). Clicking on the Report View link to a report allows you to view a report without having to re-input prompt parameters, but again, the data may not be the most current.

Cognos BI Navigation

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IBM Cognos Viewer While viewing a report in IBM Cognos Viewer, you can perform many actions that are available from the Run with options and the Run with advanced options pages.

The Keep this version drop-down box provides options to email or save the report. Saving the report as a Report View is like creating a “shortcut”.

Run the report again with the blue arrow.

Drill down and Drill up allow users to navigate through dimensionally modeled data (Note: This report is not using dimensionally modeled data- thus the buttons are inactive).

Drill-thru takes users to a related report.

The View options are available in another drop-down box:

The Add this report drop-down box allows users to quickly add the report to My Folders or My Bookmarks

Cognos BI Navigation

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You can open the report in Report Studio by clicking on the triangle (advanced users only).

Clicking on the arrow returns you to the same folder. This is most common method to return to the folder to run multiple reports. Clicking on Home returns you to IBM Cognos Connection home. Clicking on the Browser’s X button closes IBM Cognos Viewer and IBM Cognos Connection! NOTE

When using IBM Cognos Viewer in HTML output, always check to see if there is a Page Down option in the bottom left of the report. There may be more data that isn’t displayed on the initial page

Search for Reports As the UCAR report portfolio grows, you may need to search for a report you are looking for. You can search for a report by its name and description created by the report developer. Group Step-by-Step Exercise

Search for Report

1. Click on the Home icon to return to IBM Cognos Connection. 2. In Public Folders, click on the down arrow beside the Search box and

select Name field.

Cognos BI Navigation

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3. Type “Hours” in the Search box and press Enter or click . Note the results.