Cognos Report Studio

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Cognos Study Material (Report studio)

Text of Cognos Report Studio

Cognos Report Studio

Cognos Report StudioIntroductionThis document introduces you to Cognos Report Studio. The Report Studio and Query Studio reporting tools are two parts of the Cognos ReportNet web application that allows you to create ad hoc and managed reports. With Query Studio, you created ad hoc reports. Report Studio lets you create and manage complex reports, define layouts and styles, and much more. It offers more flexibility in calculating and in formatting report data. With Report Studio you can Author complex reports using your data. Save and reuse reports. Run reports in a variety of formats. Print reports. Create report templates. Manage reports. Note: You can open a Query Studio report in Report Studio and edit it as a Report Studio report. However, you cannot open a Report Studio report in Query Studio

PrerequisitesTo use this training material effectively, you should be familiar with producing ad hoc reports using Query Studio. Some exercises in this class build on skills you acquired in the Query Studio class. You should also be familiar with your departments data. This training is designed to familiarize you with the Cognos Report Studio reporting tool; it is not designed to familiarize you with the underlying data in UDs system. The training is based on data in a demonstration database. Important Note This training document was designed originally to be used in a class setting. Therefore, the exercises are meant to be followed in a sequence. If you have difficulty working through an exercise, try the first four exercises to familiarize yourself with the basics.

Training ObjectivesThis class was designed using a desktop computer running the Windows XP operating system and using the Internet Explorer (version 6.0.2) browser. If you use a different type of computer or operating system, some of the screen graphics may appear slightly different from those printed here. However, the function of the screen (page) should remain the same. After you complete the exercises in this training material, you should be able to do the following: Open the COGNOS Connection web page. Open Report Studio. Create a report. Choose the package for the report. 1

Copyright 2004-2005 University of Delaware

Cognos Report Studio

Choose a template for the report. Add query items to the report. Save the report. Run the report. Recognize the types of reports. Change the appearance of reports. Create crosstab reports. Use charts. Filter, sort, and group data. Add prompts. Perform calculations. Create Drill-Through reports. Create reports from scratch. Add styling and images. Understand how reports are structured. Create a Master-Detail report. Create a Parent-Child report. Create a report template.

ConventionsThe following conventions are used throughout the exercises in this material:

ItemText you should type Text you should replace Keyboard key namesCopyright 2004-2005 University of Delaware

ConventionCourier,bold,10pointfont Courier,bold,italics, 10pointfont

Bold, Uppercase text (e.g., the ENTER key) 2

Cognos Report Studio

Menu and Window titles

Bold, mixed-case letters

Table of ContentsThe Cognos Connection Web SiteExercise 1Open the Cognos Connection Web Site. Open Report Studio Exercise 2Open Report Studio and Begin a New Report. The Report Studio Window Report Terminology Add Data to a Report Exercise 3Add Data to a Report and Save It. Run the Report Exercise 4Validate and Run the Report. 6 7 8 9 11 13 13 13 16 18 5

Types of ReportsList Reports Grouped List Reports Exercise 5Create a Grouped List Report and Set the Level Span. Create Repeated Form Frames from a List Exercise 6Create Repeated Form Frames from a List Crosstab Reports Exercise 7Create a New Crosstab Report. Exercise 8Create a Crosstab Report from an Existing Report. Charts Exercise 9View the Types of Report Studio Charts. Create a Chart Exercise 10Create a Column Chart. Exercise 11Create a Combination Chart.

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Manipulate Data in ReportsFilters Exercise 12Add a Filter. Filter on Details and Summaries Exercise 13Filter on Details. Exercise 14Create a Summary Filter. Filter Groups Exercise 15Filter Groups.Copyright 2004-2005 University of Delaware

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Filter Crosstabs Exercise 16Filter a Crosstab Report.

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Prompts Exercise 17Add a Prompt. Exercise 18Use the Build Prompt Page Tool. Cascading Prompts Exercise 19Build a Cascading Prompt. Exercise 20Create a Single-Value Cascading Prompt. Exercise 21Create a Multiple-Value Cascading Prompt. Optional Prompts Exercise 22Add an Optional Prompt. Drill Throughs Exercise 23Create a Target Report. Exercise 24Create a Parent Report with a Drill Through.

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Report LayoutsExercise 25Create a Report Layout. Exercise 26Create a Crosstab Report from Scratch.

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Advanced TechniquesExercise 27Change the Organization of a List Report. Exercise 28Add Styling at a Higher Level. Exercise 29Add an Image or Annotate a Crosstab Report.

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Report Studio QueriesExercise 30Explore the Report Studio Tabular Model. Exercise 31Work with the Report Studio Cube Definition.

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Master-Detail ReportsExercise 32Create a Master-Detail Report. Exercise 33Add a Filter to a Master-Detail Report.

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Parent-Child ReportExercise 34Create a Parent-Child Report.

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Create an InvoiceExercise 35Create a Query for an Invoice. Exercise 36Build the Invoice Page Header. Exercise 37Create the Invoice Page Body. Exercise 38Add Data to the Invoice. Exercise 39Add a List Footer to the Report.

Create a TemplateExercise 40Create a Report Template.Copyright 2004-2005 University of Delaware

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Cognos Report Studio

The Cognos Connection Web siteBefore you can use Report Studio, you must know how to open the Cognos Connection web site. Exercise 1Open the Cognos Connection Web Site Note: Report Studio works only on the Internet Explorer web browser on a computer running the Windows operating system. 1. Open the Internet Explorer web browser. 2. To access the Cognos Connection web site, type the following URL in the browsers Address field and then press ENTER:https://cognos.udel.edu/crn/

3. Type your UDelNet ID in the appropriate field. 4. Type your password in the appropriate field. You should see a window similar to the following:

The Cognos Connection web site gives you access to the ReportNet suite of reporting tools: Query Studio and Report Studio. Query Studio allows you to create ad hoc reports from an existing data source. Report Studio allows you to author complex reports based on your business needs. Reports can contain multiple report objects: lists, charts, and crosstabs as well as images, logos, and other elements.End of Exercise

Copyright 2004-2005 University of Delaware

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Cognos Report Studio

Open Report StudioIn the following exercise, you will open Report Studio and begin to create a new report. It is also possible to open an existing report (this will be discussed later in this class). Exercise 2Open Report Studio and Begin a New Report 1. At the top right of the Cognos Connection Web Site window, click the Report Studio link.

You should see the Select a package window, similar to the following, that contains the packages you can use:

2. Click Go Sales and Retailers. Note: Before you can create a report, a UD Cognos administrator must create a package that contains the data you will work with. You will learn the name of the package that contains UD data from the UD Cognos administrator at a later date. (Anyone can create a report using the Go Sales and Retailers training package.) Report Studio will open and you will see a window similar to the following:

Copyright 2004-2005 University of Delaware

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Cognos Report Studio

5. In the Welcome box, click

Create a new report.

This brings up a box with a list of layout objects you can use to create your report:

6. Click List to select a list report and click OK. You will see a window like the one below:

End of Exercise

The Report Studio WindowThe Report Studio window contains an Insertable Objects pane, a Properties Pane, an Explorer Bar and a Work Area. A toolbar above the panes allows you to carry out many functions by clicking an icon; there is also a menu bar at the top of the window with a variety of Report Studio commands. Following is a description of the areas of the Report Studio window: Insertable Objects pane The Insertable Objects pane at the top left of the Report Studio window contains objects that you add to your report. There are three tabs in this pane:Copyright 2004-2005 University of Delaware

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Cognos Report Studio

On the Model tab are items, such as query items, from the package you are using. On the Query Items tab is a description (tree diagram) of the queries you are creating in your report. On the Toolbox tab are other objects you can add to your report like text, calculations, hyperlinks, images, and more.

Properties Pane The Properties pane at the lower left of the Report Studio window lists properties you can apply to a given item in a report. You will work with the Properties pane later in this class. Explorer Bar The Explorer Bar, the vertical bar at the center of the Report Studio window, contains three buttons:

The Page Explorer lets you navigate to a specific report page or prompt page. The Query Explorer lets you create or change report queries. The Condition Explorer lets you work with variables.

Work Area Report Studios right pane is the Work Area, the space where you create your reports