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How to Create a Drill Through in Cognos 8. Report Studio

Tip: When you write a report with Cognos (or Discoverer), use filters on the primary reporting view, rather than the other reporting

views whenever possible. This will improve the performance of your reports. A list of all the primary reporting views appears at theend of this document.

Type in the URL forCognos 8Click on the ReportStudio icon in the upperright hand corner

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Lets create the MasterReport first.Click on the name

Admissions Application

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Click Create a newreport or template

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Click on the List icon.Then click OK

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

In the Insertable Objectspane, click on the plussign in front of the

Admissions ApplicationBusiness View name toexpand it.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Open the AdmissionsApplication Package.In this package open the

Admissions DecisionView and drag (or doubleclick) ID, Name,Decision_Desc andDecision_Date onto thePage.Close the AdmissionsDecision View.Now open the InstitutionView and drag Institution

onto the page.(Note, if there are a lot ofAdmissions data in theODS, add a filter toAcademic_PeriodBEFORE you run thereport)

Once all objects areselected run the report

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

The output will display.After reviewing the output

out of the report. This

brings you back to thereport creation screen.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Lets add a filter to thereport: AdmissionsApplication:Admissions

Decision:Decision=35.

First click on

Filters-Query 1 displays

Add the filter by clicking

on

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Select the filter from theAvailable Components onthe left.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Double click onDECISION in AvailableComponents. Then type

= 35To test the filter for

accuracy click on

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

If no errors appears inthe Information box, then

click

Click again.The report is now readyto run with the filter.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Run the report by clicking

on

Notice the difference inthe output?After reviewing the output

out of the report. Thisbrings you back to thereport creation screen.

Save the report with aname that reminds youthis is the Master Report.

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Now lets create theDetail report.Click on File, New, List,

OK.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Because we are workingwith the same package(Admissions Application),

the same InsertableObjects appear forselection.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Select the detailassociated with anapplicant from the

Admissions ApplicationPackage and PersonDetail view. In this casewe selected the ID, FullName LFMI, Birth Date,Citizenship Desc,Gender, and EmailPreferred Address.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Run the report

After reviewing the outputout of the report. This

brings you back to thereport creation screen.Save the Detail Reportwith a name that remindsyou this is the DetailReport.

Open the Master Report

again.(File/Open/Filename)

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Highlight the ID column.Be careful to include thedetail, not just the text

heading.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

In the Properties pane List Column Body - Clickin the area to the right of

Drill Throughs and thenclick on the Elipsis

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Click on the

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

On the Target Report tab,under Report, Click onthe Elipsis and highlight

the Detail report. Thenclick OK.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Notice the difference inthe ID column? It nowhas a +in front of

SAVE the report.

Open the master reportRun the report. Now clickon an ID (it should beunderlined). You will beable to drill through to theadditional data in theDetail report.

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Banner Performance Reporting and AnalyticsCognos 8 Exercise: Creating a Drill-Through

Business ConceptsWithin the reporting relationships, SunGard Higher Education defines one primary reporting view for a business view/area. A primary reporting view is the view towhich all other views in the business view or business area are joined. It contains the main facts (measures) relative to queries relevant for that businessconcept.

Business Views and AreasThe table below lists the business views/areas and the primary reporting view in each of the business views/areas. They are grouped by subject area. A subjectarea loosely corresponds to a Sungard Higher Education Banner product. It is important when creating a report in Cognos Report Studio or Oracle Discoverer touse the right business view/area. When you write a report, use filters on the primary reporting view, rather than the otherreporting views whenever possible.

Subject Area Business View or Area Primary Reporting View (Reporting views at the center of ODS Queries)Accounts Receivable Receivable Customer RECEIVABLE_ACCOUNT

Receivable Revenue RECEIVABLE_ACCOUNT_DETAILAdvancement Advancement Prospect PROSPECT_INFO

Advancement Rating ADVANCEMENT_RATING

Annual Giving ANNUAL_GIVINGCampaign Giving History CAMPAIGN_GIVING_HISTORYConstituent CONSTITUENTConstituent Entity CONSTITUENT_ENTITYDesignation Giving History DESIGNATION_GIVING_HISTORYGift GIFT_TRANSACTIONOrganizational Constituent ORGANIZATIONAL_CONSTITUENTPledge PLEDGE_TRANSACTION

Common Event EVENTInstitution INSTITUTIONOrganization Entity ORGANIZATION_ENTITYPerson Demographic PERSON_DETAIL

Person Role PERSON_DETAILPerson Supplemental PERSON_DETAILRelationship RELATIONSHIP

Finance Budget Availability Ledger BUDGET_AVAILABILITY_LEDGERBudget Detail BUDGET_DETAILEncumbrance ENCUMBRANCE_ACCOUNTINGEndowment Distribution ENDOWMENT_DISTRIBUTIONEndowment Units ENDOWMENT_UNITFixed Asset FIXED_ASSET_ITEM

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General Ledger GENERAL_LEDGERGrant and Project GRANT_VIEWGrant Ledger GRANT_LEDGERInvoice Payable INVOICE_ITEM

Operating Ledger OPERATING_LEDGERPurchasing Payable PURCHASE_ORDER_ITEMTransaction History TRANSACTION_HISTORY

Financial Aid Financial Aid Application FINAID_APPLICANT_STATUSFinancial Aid Award and Disbursement AWARD_BY_PERSONFinancial Aid Fund AWARD_BY_FUND

Human Resources Employee EMPLOYEEHuman Resource Application HR_APPLICATIONHuman Resource Faculty FACULTYPayroll PAYROLL_DOCUMENTPosition POSITION_DEFINITION

Student Active Registration ENROLLMENT

Admissions Application ADMISSIONS_APPLICATIONAdvisor Student List STUDENTCourse Catalog COURSE_CATALOGEnrollment Management ENROLLMENTFaculty Assignment FACULTYGovernment Reporting GOVERNMENT_STUDENT, GOVERNMENT_FINANCIAL_AID,

GOVERNMENT_ADMISSIONSRecruitment Information RECRUITMENT_INFORMATIONResidential Life PERSON_DETAILSchedule Offering SCHEDULE_OFFERINGStudent Detail STUDENT

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