Essentials of Cognos Connection and Query Studio v8 3

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Essentials of Cognos Connection and Query Studio: Cognos v8.3April 2009

ContentsLogging-in for the first time ...................................................................................................................... 2 Cognos Connection ....................................................................................................................................... 4 Cognos Connection Basics ........................................................................................................................ 4 My Preferences & Portal Tabs .................................................................................................................. 5 Pages ......................................................................................................................................................... 7 Organizing Reports and Folders .............................................................................................................. 14 Scheduling Individual Reports ................................................................................................................. 14 My Activities and Schedules ................................................................................................................... 17 Scheduling Jobs ....................................................................................................................................... 18 Report Views ........................................................................................................................................... 21 Query Studio ............................................................................................................................................... 23 Query Studio Basics and Inserting Data .................................................................................................. 23 Filtering Data ........................................................................................................................................... 27 Exporting Reports ................................................................................................................................... 32 Formatting Data ...................................................................................................................................... 33 Calculations ............................................................................................................................................. 33 Summaries .............................................................................................................................................. 35 Conditional Styling .................................................................................................................................. 37 How to Create a Crosstab ....................................................................................................................... 40 Page Breaks ............................................................................................................................................. 43 Using Slotted and Addresses by Rule Views ........................................................................................... 45 Slotted Views ...................................................................................................................................... 45 Address by Rule View .......................................................................................................................... 46 Creating Charts........................................................................................................................................ 46

Essentials of Cognos Connection and Query Studio: Cognos v8.3

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Logging-in for the first time1. Go to the ERP Link Page 2. There are three links of interest when using Cognos: o Cognos for Test Database-TEST o Cognos for Production Database o ODS Meta Data

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3. When you click on a Cognos link, supply your credentials (your EC network username and password) 4. After you have put in your credentials, you arrive at a Welcome screen similar to the one pictured below:

5. You will primarily be using Cognos Connection and Query Studio. Also, to save you a step when logging in, uncheck the box "Show this page in the future". This will automatically take you to your Cognos Connection Home Page.

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Cognos ConnectionCognos Connection BasicsWhen you arrive in Cognos Connection, you are on your Home Page. This is the default location you are directed when you first log into Cognos Connection, but can be changed according to an individual's needs. To change your home page, navigate to the new page, click on the Home Options drop down box next to the blue house icon and select Set View as Home.

Portal Tabs- pages or locations within Cognos that a user can navigate to simply by clicking on the tab Home- clicking on the blue house icon will return you to your designated Home Page Search- can be used to find folders and items within either Shared or My Folders Package- designed to be places to save reports based on their package designation, but can hold any report or item. Security is typically enforced by package. Report Folder- collection of reports and other items regardless of their package assignment (typically used for a functional group that can access more than one package). Within the toolbar, there are functionalities that affect both the current page and to any selected folders or items (such as reports).

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Below is a listing of each Toolbar button:

My Preferences & Portal TabsCognos Connection can also be tailored to an individual user's needs. These personal preferences affect the "look and feel" of Cognos Connection and are only applicable to the individual user. 1. To access these controls, click on the "My Area" drop down box in the top right hand corner of Cognos Connection and then select "My Preferences".

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2. You will see 3 tabs at the top of the screen- General, Personal, and Portal Tabs. The General tab, the default screen when you enter My Preferences, is where a user can change the appearance of the view styling and Portal views. The second tab is your user information as provided by the system administrator.

3. Lastly, by clicking on the "Portal Tabs" on the top of the screen, you can add, remove, or modify the sequence of the Portal Tabs that are displayed in your Cognos Connection. Be sure to have already Added a New Page before trying to add a new portal tab. To add a new portal tab, click on the "Add" button.

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PagesA page is a collection of information that is displayed to the Cognos User. By default, you're used to seeing it as where you can access existing reports. But you can create your own page that may have your favorite report ready to run, or of a particular folder that you frequently access. You can even embed other content such as websites within a page. 1. To start things off, let's go ahead and create a new page. Click on the "New Page" button on your toolbar.

2. Now, let's give the page a name. For this example, I called it "Justin's Page." You will also notice at the bottom of this screen is the location of where this page will be saved with the Cognos directory. If you are creating an individual page, save it in your "My Folders". If you plan on sharing it to other users, save it in a shared folder. For this exercise, because I am creating a page for only me to view, I am going to save the page in a "Sample Reports" folder within "My Folders". Then click "Next".

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3. The next screen is where you select the layout and the content of your page. For this exercise, I am going to have a two columned page: one for a webpage, the other for a Cognos Report I frequently use. Click on the "Add" button on either column.

4. The first step is to select which type of portlet you would like to use. We are going to first select Cognos Content.

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5. Cognos Content contains three functions: a Navigator for browsing through Cognos Connection folders, a Search function for finding folders and items, and a Viewer that allows reports to be run within the page. Select the Cognos Viewer and add it to the Selected Entries. Then click OK.

6. Repeat the same steps for the other column, but this time go to Cognos Utility and select HTML Viewer.

7. Once you are done setting the column content and the layout, click "Next". You will now be at the Page Style portion of the page setup. This is where you can give the pages viewable titles and change certain viewable features on the page. Then click "Next" again.

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8. You will be given an option to select an action: to add the page to your portal tabs and/or view the page. For this exercise, check both options. Then click "Finish" 9. Great job! You've set up the page! But wait there's nothing in the columns! How could this be? That's because once you've set up the page, you need to set up what each portlet is going to do. 10. First, let's edit the HTML viewer portlet on the right column. Click on the edit icon.

11. For this exercise, we are going to put the Emerson College homepage in the HTML viewer portlet. Let's use a title of

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