Presentation TITLE

UNIT UISVillanova Business IntelligenceCognos Training Level 1

Cletus RickertDirector -UIS

www.villanova.edu/unitwww.villanova.edu/unitAgenda:Opening RemarksPurpose of this trainingIntroduction to Cognos Query StudioDemoQuestions and Answerswww.villanova.edu/unitPurpose of this trainingTo introduce users to the new campus-wide reporting tool-Cognos Suite

To acquaint users with the look and feel of Cognos

To show users how to create simple reports in Query Studio.

www.villanova.edu/unitWhat is not covered in this Training:This training is designed to familiarize you with the Cognos reporting tool. This session will explore Query StudioIt is not designed to familiarize you with the underlying data in ODS/EDW system

How to interpret the content of the reports/ Functionality of the reports.

www.villanova.edu/unitWhat is Cognos?Web Based Reporting Tool-Zero foot print( has a few client based components like Office plug-in)

Allows user to create, modify, and distribute reports to user community.

Allows user to schedule and burst reports

We are licensed to run a few Cognos products of which these will be heavily used based on the User Role:Query Studio allow you to create simple list reports, for casual or novice usersReport Studio allows you to create more complex reports (prompts, advanced formatting, advanced charting, etc)Analysis Studio- multi dimensional analysis.

Interfaces with the ODS/EDW system

www.villanova.edu/unitCognos Process Flow

ODS/ED/Other Data SourcesClient Model Tools-Develop Models & Publish Content as PackagesPresentation Layerwww.villanova.edu/unitAccess to Cognos Portal:Cognos has dual environments at Villanova: Test : http://cognosqa.villanova.edu/cognos10/ Production: http://cognop.villanova.edu/cognos10/

To log in use Domain Account id and password to log in.

www.villanova.edu/unitDemoQuick exploration of Query Studio and ( time permitting-Report Studio)www.villanova.edu/unit

www.villanova.edu/unit

A list of recently used packagesAdditional packageswww.villanova.edu/unit

Toolbar contains most commonly used functionsMain menu contains menu options and all functionswww.villanova.edu/unitInsert DataSelect data from packageEdit DataChange display of query itemsChange LayoutEdit properties of your reportRun ReportProcessing or preview dataExport data in various formatsManage FileCreate and save report and view a report definition

www.villanova.edu/unitPackage - A logical collection of data tables

www.villanova.edu/unitQuery Subject - A single table that holds multiple Query ItemsQuery Item - A field in the Query Subject table (Entity UID, ID, Name, etc.)Measure Quantitative data such as revenue or quantity

www.villanova.edu/unitInsertSingle-click a query item and click the Insert buttonDouble-click a query itemClick and drag a query itemClick and drag a query subject to add all of its query items

CTRL+Click to select multiple itemswww.villanova.edu/unitMeet the Undo Button!!!Undo the last several things youve doneRedo available

www.villanova.edu/unitData Element DictionaryHelpful resource available to usersStructure mirrors data package hierarchyData Packages = highest level of data organizationQuery Subjects (equivalent to database table)Query Items (equivalent to database field)

www.villanova.edu/unitNote about todays session:After you complete the exercises in this training material, you should be able to: Create a report Add data to the report Save the report Run the report View the report Recognize the types of reports

www.villanova.edu/unitSummary:Identify Query Studio interface elementsAssemble a query using filters and other featuresAdd a chart to visualize the dataRun a queryExport query data to a multiple formats.www.villanova.edu/unitNext StepsMore training sessions will be organized on a regular basis( most likely on a bi-weekly basis) every month.

www.villanova.edu/unitLab 1- Query StudioCreate a ReportAdd Data to a ReportRun a ReportTypes of ReportsChange the Appearance of ReportsReorder Report ItemsChange Report Item NamesCreate a Crosstab Report/Chart

www.villanova.edu/unitLab 2 - Query Studio to Report StudioCreate a report in Query StudioOpen it in Report StudioAdd Dynamic Prompting.If time permits, explore Drill Thru functionality.www.villanova.edu/unitQuestions?

www.villanova.edu/unitThank Youwww.villanova.edu/unit