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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

Cognos Cube Tutorial Level 2 Institutional Analysis and Planning

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

ContentsIntroduction to the advanced Cognos Functions.3 Creating Charts...4 Performing Calculations...13 Ranking Data..16 80/20 Suppression...20 Automatic Exception Highlighting..21 Custom Exception Highlighting...22 Custom Subsets25

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

1. Introduction to the Advanced Cognos Cube Functions

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

2. Creating ChartsCognos allows the user to display the cube data in six different chart forms; Simple Bar charts, Pie charts, Clustered Bar charts, Stacked Bar charts, Multiline charts, and 3D bar charts. For the following examples, the following crosstab will be used.

The column dimension is Faculty, while the row dimensions are Fiscal Year and Attendance.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

2.1 Simple Bar Charts1. Click on the Chart icon on the toolbar at the bottom of the screen. This will bring up a menu of chart types. From this menu select Simple Bar

2. The page will refresh to show a column of bar charts. Each chart represents a rows worth of data. For example, each bar chart shows all FTEs (Full Time Equivalents) in each faculty. There are ten bar charts in total; one for each fiscal year from 1996/1997 to 2005/2006.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

3. To change the bar charts properties one can access the Display Options dialogue box. This can be done in two ways. Method 1. Click on the Options icon from the toolbar at the bottom of the screen and select Options from the menu.

Method 2. Right click on any of the column labels in a chart and select Display Options

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

Both will open the following dialoge box in the browser.

4. Once changes have been made to suit your needs click the Apply button. The page will refresh with the updated chart. To close the Options dialogue box click the X in the top right hand corner.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

2.2 Pie Charts1. Click on the Chart icon and select Pie from the menu.

2. The page will refresh to show a column of pie charts. Each pie chart represents the data from the summary row for each fiscal year. Each slice of the pie represents the column subdimension, in this case, faculties. The Other slice represents Faculties which are too small to be seen in the pie chart display.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

2.3 Clustered Bar Charts1. Click on the Chart icon on the toolbar at the bottom of the screen and select Clustered Bar.

2. The page will refresh to show a column of Clustered Bar charts.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

2.4 Stacked Bar Charts1. Click on the Chart icon on the toolbar at the bottom of the screen and select Stacked Bar.

2. The page will refresh to show a column of Stacked Bar charts.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

2.5 Multiline Charts1. Click on the Chart icon on the toolbar at the bottom of the screen and select Multiline.

2. The page will refresh to show a column of Multiline charts.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

2.6 3D Bar Charts1. Click on the Chart icon on the toolbar at the bottom of the screen and select 3D Bar.

2. The page will refresh to show a column of 3D Bar charts.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

3. Performing Calculations1. There are two ways to open the Calculations dialogue box. Method 1: Left click the heading of the row or column you wish to use for the calculation.

Click on the Calculations icon from the toolbar at the bottom of the screen.

Method 2: Right click the heading of the row or column you wish to use for the calculation and select Insert Calculation from the menu.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

Both will open the Calculations dialogue box.

2. Select the type of calculation you wish to perform from the Operation drop down list.

3. Give the calculation a new name by typing in the Calculation Name box. The name will be used as the heading for the new calculated row or column.

4. Select the categories you wish to include by selecting them from the menus next to the Category radio buttons. If you wish to use a constant, click the Number radio button and type a value into the box beside it.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

5. Once finished, click OK. The cube will refresh with the new calculated row or column displayed on the crosstab in italics.

6. To delete the calculated row or column, right click on the heading and select Delete. To edit the calculation, select Edit Calculation or Rename Calculation . To add another calculated row or column select Insert Calculation.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

4. Ranking DataThe ranking function creates ordinal values to indicate the relative positions of cube data. The ordinal values are displayed beside the row or column they are ranking. Totals and summary data cannot be ranked.

4.1 Ranking Rows1. There are two ways to open the Rank dialogue box. Method 1. Left click the heading of the row you wish to use for the calculation.

Click on the Rank icon from the toolbar at the bottom of the screen.

Method 2: Right click the heading of the row you wish to rank and select Insert Rank from the menu.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

Both will open the Rank dialogue box.

2. Confirm or change the row you wish to rank by selecting a title from the Rank the rows by the following column menu.

3. Select which ordinals to show from the Show ordinals list box. Type in the number of ordinals you would like displayed into the box beside it.

4. Give the ranking scheme a name by typing in the Rank name box. Press OK when you are finished.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

The Cognos cube will refresh to show the ranking ordinals in a row next to that of the ranked data.

4.2 Ranking Columns1. Select a column to rank and click on the Rank icon on the toolbar

Unlike rows, column ranks can be sorted in ascending or descending order. After selecting a column and opening the Rank dialogue box, two more options are available. 2. Select which ordinals to show and then type in the number of ordinals into the box beside it.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

3. Select how to sort the ranked data. Press OK when you are finished.

The Cognos cube will refresh to show the ranking ordinals in a column next to that of the ranked data.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

5. 80/20 SuppressionIn the previous tutorial, the function Zero suppression was introduced. When this option is selected, rows or columns which consist entirely of zeros are hidden. The Cognos cubes offered by the University of Waterloo have this option automatically selected and have the phrase Zero suppression rows and columns below each cube. 80/20 Suppression hides rows or columns whose absolute values do not contribute to the top 80% of results. The data is sorted from highest value to lowest value. The values are then summed down the list till they add up to 80% of the total. 1. Click on the 80/20 icon on the toolbar at the bottom of the screen.

2. The cube will refresh with the lower values collapsed into a single category titled Other. The phrase 80/20 Suppression is added below the cube.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

6. Automatic Exception HighlightingExceptions are highlighted if they are significantly higher or lower than the expect values. This is determined by the row and column totals. Significantly low values are displayed in a red bolded font, while significantly high values are displayed in a green bolded font. 1. Click on the Automatic Exception Highlighting icon on the toolbar at the bottom of the screen.

2. The cube will refresh with the exceptions highlighted in red or green. The phrase Exception Highlighting is added below the cube.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

7. Custom Exception Highlighting1. To create a custom exception, click on the Custom Exception Highlighting icon on the toolbar at the bottom of the screen.

2. The Custom Exceptions dialogue box will open at the bottom of the screen.

3. To create a new custom exception click Add in the dialogue box. Each Cognos cube can have up to 20 different custom exceptions.

4. A new dialogue box will open. Give the new exception a name by typing in the Exception Name text box.

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

5. For each custom exception, upto five value ranges can be specified. For each value range, a text colour and cell colour can also be chosen. In the From box, type in a minim