-
COGNOS Report Studio
User Guide
December 2011 Revised
-
Cognos Report Studio User Guide
1 December 2011
For additional information regarding Cognos policies and access,
or modifications to the ODS, contact the Business Intelligence Team
at [email protected]. For technical assistance, contact the Help Desk
at 330-672-HELP (4357) or support.kent.edu. Additional Cognos
training materials are available at www.kent.edu/is/training.
~~~~~~~~~~~~~~~~~~~~ Copyright Notice ©2011 This information is
provided by the Division of Information Services, Kent State
University and is proprietary and confidential. These materials are
made available for the exclusive use of Kent State University
employees, and shall not be duplicated, published or disclosed for
other purposes without written permission.
mailto:[email protected]://support.kent.edu/http://www.kent.edu/is/training
-
Cognos Report Studio User Guide
2 December 2011
Contents Introduction
..............................................................................................................................................
3
Navigating Cognos Connection and Report Studio
................................................................
4
Cognos Connection
...........................................................................................................................
4
Opening Report Studio
...................................................................................................................
5
Exploring Report Studio
.................................................................................................................
8
Building a Report
....................................................................................................................................
9
Adding Data Items
............................................................................................................................
9
Adding a Title
....................................................................................................................................
10
Changing Column Name
..............................................................................................................
12
Adding a Filter
...................................................................................................................................
14
Building a Prompt Page
................................................................................................................
20
Grouping
..............................................................................................................................................
26
Aggregation
........................................................................................................................................
28
Formatting Aggregation
................................................................................................................
31
Saving a Report
................................................................................................................................
34
-
Cognos Report Studio User Guide
3 December 2011
Introduction
The purpose of this training guide is to introduce you to Report
Studio. The course objectives are:
Identify key areas in Cognos Consumer Access Report Studio
Explore Report Studio Build and format queries in Report Studio
-
Cognos Report Studio User Guide
4 December 2011
Navigating Cognos Connection and Report Studio
Cognos Connection Cognos Connection is where you will begin when
you open Cognos; consider it your home page or main menu.
1. Click on the Report Studio link to start a new report 2. The
Kent State ODS Packages folder contains packages created by Kent
State University 3. The SunGard ODS Packages folder contains
packages created by SunGard Higher
Education
-
Cognos Report Studio User Guide
5 December 2011
Opening Report Studio
Follow these steps to open Report Studio: 1. Click the Launch
link in the upper-right hand corner of the screen 2. Click on the
Report Studio link
-
Cognos Report Studio User Guide
6 December 2011
3. Cognos remembers packages that you have accessed.
a. If you have accessed the package in the past, select it by
clicking on the link on the top of the screen. Report Studio will
open automatically.
b. If you have not accessed the package in the past, select it
by clicking on the folder on the bottom of the screen. Only select
the Kent State ODS Packages or SunGard ODS Packages folders.
-
Cognos Report Studio User Guide
7 December 2011
4. A new window will open. Click on the Create a new report or
template link
5. Click the List Report link 6. Click the OK button
-
Cognos Report Studio User Guide
8 December 2011
Exploring Report Studio
1. The Toolbar contains many formatting icons 2. The Insertable
Object Pane contains Query Subjects and Query Items (aka Data
Items)
that you can drag and drop into the Work Area 3. The Explorer
Bar contains three areas, Page Explorer, Query Explorer and
Condition
Explorer 4. The Work Area is where items from the Insertable
Objects Pane are added to create a
report 5. There are three tabs; Source Tab, which is the
package, Data Items Tab is used to
display only the Data Items in the report and Toolbox Tab
contains items to build and format reports, such as tables, prompts
and text items.
6. The Properties Pane is used to change properties of data
items
-
Cognos Report Studio User Guide
9 December 2011
Building a Report
The next section contains information on how to build a report.
The formatting options that will be covered in this section include
inserting data items, adding a title, changing column names, adding
filters and prompts, grouping and aggregation.
Adding Data Items There are two methods for adding data items to
a report; double click or drag and drop.
Follow these steps to add data items to a report: 1. Double
click on the data item to insert it into the report. If there are
data items in the
report, the data item will be added to the right of a selected
column. 2. To drag a drop a data item, click on the item from the
Insertable Objects Pane and drag
it to the right of where the item should be placed. NOTE: The
item is in the correct spot when the thin line starts flashing.
-
Cognos Report Studio User Guide
10 December 2011
Adding a Title Report Studio allows the user to add and format
the report title.
Follow these steps to add and format a report title: 1. Double
click in the title area of the report
2. A Text Box will open - enter the title of the report 3. Click
OK
-
Cognos Report Studio User Guide
11 December 2011
4. Select the Change Font Color Icon to change the color of the
color of the report title
-
Cognos Report Studio User Guide
12 December 2011
Changing Column Name Sometimes the data item name does not look
professional or is easy to understand. Use the Properties Pane to
customize the column heading.
Follow these steps to change the column heading: 1. Click the
column heading to be changed 2. Select Source Type under the Text
Source section of the Properties Pane 3. Select Text
-
Cognos Report Studio User Guide
13 December 2011
4. The column heading will change to a message indicating that
you will need to double click to edit the text
5. A Text box will open; enter the new column heading and click
OK. 6. Continue through the column headings as necessary
-
Cognos Report Studio User Guide
14 December 2011
Adding a Filter Adding a filter to a report will aid in assuring
that the results retrieved include or omit certain parameters, such
as an academic period. The author can build their own filter, but
pre-defined filters may be available as well.
Follow these steps to add a pre-defined filter: 1. Scroll
through the Insertable Objects Pane, open the Filters folder 2.
Double click on the filter
-
Cognos Report Studio User Guide
15 December 2011
2. A message will appear stating that the pre-defined filter has
been added 3. Click OK
4. To view the filter, click on the Query Explorer and select
Query 1
-
Cognos Report Studio User Guide
16 December 2011
5. The filter can be viewed under the Detail Filters Pane
Follow these steps to create a filter:
1. Click on the Create New Filter icon
-
Cognos Report Studio User Guide
17 December 2011
2. The Create Filters window will open
3. Click the Create New Filter icon
4. If the data item that will be selected to build the filter is
not in the query, scroll through
the package from the Source tab 5. Double click on the data item
to add it to the Expression Definition field
-
Cognos Report Studio User Guide
18 December 2011
6. If the data item that will be selected to build the filter is
in the query, click on the Data
Items tab 7. Double click on the data item to add it to the
Expression Definition field
8. Click inside the Expression Definition field and enter the
equal sign "=" 9. Click on the Select Value icon for a list of
values 10. Scroll through the values, click on the value then click
the Insert button
-
Cognos Report Studio User Guide
19 December 2011
11. Check the query for errors by clicking on the Validate icon
- a No errors message in the information field indicates that the
filter is correct
12. Click OK
13. Click OK to close the Filters window
-
Cognos Report Studio User Guide
20 December 2011
Building a Prompt Page A prompt page allows the end user to
customize their report.
Follow these steps to build a Prompt Page 1. Place the mouse
over the Page Explorer bar and select the Prompt Pages folder
-
Cognos Report Studio User Guide
21 December 2011
2. Double click on Page from the Insertable Objects Pane
3. Double click on Prompt Page 1 to open the page
-
Cognos Report Studio User Guide
22 December 2011
4. Drag and drop Table from the Insertable Objects Pane 5.
Format the table 6. Click OK
7. Drag and drop Text Item into the first cell of the table 8.
Enter text 9. Click OK
-
Cognos Report Studio User Guide
23 December 2011
10. Click inside the Text Box 11. Format the text by using the
icons on the toolbar
12. Drag and drop Value Prompt into the second cell of the table
13. The Prompt Wizard will open 14. Name the parameter
-
Cognos Report Studio User Guide
24 December 2011
15. Select an operator 16. Click Next
17. Name the query 18. Select Finish
-
Cognos Report Studio User Guide
25 December 2011
The prompt page has been created.
-
Cognos Report Studio User Guide
26 December 2011
Grouping The Grouping function in Cognos is a way to organize
common data values so they will only display once.
Follow these steps to group data items: 1. Click inside the data
item to group
2. Select the Group/Ungroup icon 3. Continue until the data
items to be group have been selected
-
Cognos Report Studio User Guide
27 December 2011
-
Cognos Report Studio User Guide
28 December 2011
Aggregation There are different ways to aggregate data in your
reports - such as total, count, average, minimum, maximum or
calculated.
Follow these steps to Aggregate (steps 1 - 12 may not be
necessary): 1. Place your mouse over the Query Explorer Bar 2.
Select Query 1 3. Select the data item to aggregate
(Person_UID)
-
Cognos Report Studio User Guide
29 December 2011
4. Click inside the Expression Definition Field before the
statement 5. Enter the word "count" 6. Press the space bar 7. Enter
a left parenthesis "(" 8. Click to the end of the statement 9.
Enter a right parenthesis ")" 10. Click OK
-
Cognos Report Studio User Guide
30 December 2011
11. Place your mouse over the Page Explorer Bar 12. Select Page
1
13. Select the column to aggregate by clicking in the title
(Student Count)
14. Select the Aggregate icon 15. Select Total
-
Cognos Report Studio User Guide
31 December 2011
Formatting Aggregation Cognos automatically adds subtotals,
totals and grand total (Summary). There may be times when subtotal
are not necessary in the report. The subtotal can be removed.
-
Cognos Report Studio User Guide
32 December 2011
Follow these steps to remove the subtotal: 1. Click inside the
bold subtotal field
2. Press the Delete key
-
Cognos Report Studio User Guide
33 December 2011
-
Cognos Report Studio User Guide
34 December 2011
Saving a Report Reports should be saved in My Folders.
Follow these steps to save a report:
1. Click on the Save icon 2. The Save As window will open 3.
Select My Folders
-
Cognos Report Studio User Guide
35 December 2011
4. Select a location for the report 5. Enter the name of the
report in the Name field 6. Click Save
-
Cognos Report Studio User Guide
36 December 2011
www.kent.edu/is/training [email protected]
http://www.kent.edu/is/trainingmailto:[email protected]
