IBM Cognos Analysis for Microsoft Excel Version 10.2.2 ...blink.ucsd.edu/_files/technology-tab/bi/cognos/excel/user-guide...Chapter 1. What's new ... Introduction IBM Cognos Analysis

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  • IBM Cognos Analysis for Microsoft ExcelVersion 10.2.2

    User Guide

  • NoteBefore using this information and the product it supports, read the information in Notices on page 159.

    Product Information

    This document applies to IBM Cognos Analysis for Microsoft Excel Version 10.2.2 and may also apply tosubsequent releases.

    Licensed Materials - Property of IBM

    Copyright IBM Corporation 2009, 2014.US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

  • Contents

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

    Chapter 1. What's new? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1New features in version 10.2.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1New features in version 10.2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Changed features in version 10.2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3New features in version 10.1.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3New features in version 10.1.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Changed features in version 10.1.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    Chapter 2. Cognos Analysis for Microsoft Excel . . . . . . . . . . . . . . . . . . 7IBM Cognos Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7The Cognos Analysis for Microsoft Excel user interface . . . . . . . . . . . . . . . . . . . . . 8Getting started with Cognos Office . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

    Starting IBM Cognos Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Customize IBM Cognos Office . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Logging on to an IBM Cognos server . . . . . . . . . . . . . . . . . . . . . . . . . . 15Clearing the cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Update server URLs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Customizing Cognos Analysis for Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . 17Setting options for IBM Cognos Analysis for Microsoft Excel . . . . . . . . . . . . . . . . . . 17Set options for exploration sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Using application settings to optimize your system performance . . . . . . . . . . . . . . . . 20System optimization with large data sets . . . . . . . . . . . . . . . . . . . . . . . . 20Controlling data compression . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Chunking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Setting limits on expanding items . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Working with dimensionally modeled relational and OLAP data . . . . . . . . . . . . . . . . 22Prompted metadata in packages used for Cognos Analysis for Microsoft Excel reports . . . . . . . . . 23Understanding the differences between crosstab, list, and cell-based analysis . . . . . . . . . . . . 23Recommendations for when to use crosstab, list, or cell-based analysis . . . . . . . . . . . . . . 24

    Chapter 3. Exploring data. . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Creating a crosstab or list exploration . . . . . . . . . . . . . . . . . . . . . . . . . . 26

    Specifying the package for your crosstab or list exploration . . . . . . . . . . . . . . . . . . 27Adding objects to rows and columns . . . . . . . . . . . . . . . . . . . . . . . . . . 27Selecting measures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Removing measures from a crosstab exploration . . . . . . . . . . . . . . . . . . . . . . 29

    Inserting a hierarchy in a crosstab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Find the items that you need . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Searching for items in the source tree . . . . . . . . . . . . . . . . . . . . . . . . . . 30Insert items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

    Inserting items into a crosstab report from multiple levels of a dimension . . . . . . . . . . . . . 32Insert and display all the items of a level . . . . . . . . . . . . . . . . . . . . . . . . 33

    Drill Down and Drill Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Limit the items in your exploration . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Custom filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Filter values using context . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Suppressing empty cells in a crosstab or list exploration . . . . . . . . . . . . . . . . . . . 39

    Creating a calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Custom sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

    Creating a custom set by using items in a drop zone . . . . . . . . . . . . . . . . . . . . 41Creating a custom set using items in the source tree . . . . . . . . . . . . . . . . . . . . . 42

    Nest rows or columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Nest items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Copyright IBM Corp. 2009, 2014 iii

  • Rename a column or row. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Reorder columns or rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Sort rows by values or names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Show top or bottom results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Insert blank or user-defined columns or rows in a list . . . . . . . . . . . . . . . . . . . . . 46Swap rows and columns in a crosstab . . . . . . . . . . . . . . . . . . . . . . . . . . 46Set crosstab options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Set list options for a worksheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Best practices for working with crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . 48Best practices for working with lists . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    Chapter 4. Sharing your analysis . . . . . . . . . . . . . . . . . . . . . . . . 51Work with Microsoft Office documents . . . . . . . . . . . . . . . . . . . . . . . . . . 51

    Refreshing data in IBM Cognos Analysis for Microsoft Excel workbooks . . . . . . . . . . . . . . 51Clear cells of content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Convert dynamic data to static data . . . . . . . . . . . . . . . . . . . . . . . . . . 52Publishing an exploration sheet to IBM Cognos Connection . . . . . . . . . . . . . . . . . . 52Open, save, and download Microsoft Excel workbooks . . . . . . . . . . . . . . . . . . . . 53

    Run an exploration in Report Studio, Analysis Studio, or Cognos Workspace Advanced . . . . . . . . . . 55Publishing an exploration to IBM Cognos Connection . . . . . . . . . . . . . . . . . . . . . 55

    Chapter 5. Using cell-based report formatting . . . . . . . . . . . . . . . . . . . 57Use cell-based reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

    Cell-based reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57Troubleshooting cell-based analysis . . . . . . . . . . . . . . . . . . . . . . . . . . 58Convert a crosstab to a cell-based analysis . . . . . . . . . . . . . . . . . . . . . . . . 59Creating a cell-based analysis without using exploration . . . . . . . . . . . . . . . . . . . 60Expand items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Drill items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Displaying the source package . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Changing the server and package . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Best practices for working with Microsoft Excel features in cell-based analysis . . . . . . . . . . . . 63

    Chapter 6. Flex views for complex Cognos TM1 reports . . . . . . . . . . . . . . 65Flex views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

    Creating a flex view from an exploration sheet . . . . . . . . . . . . . . . . . . . . . . 65Creating a flex view from the source tree . . . . . . . . . . . . . . . . . . . . . . . . 66Replacing or adding members in a flex view . . . . . . . . . . . . . . . . . . . . . . . 66

    Chapter 7. Contributions to a plan on a Cognos TM1 server. . . . . . . . . . . . . 69Edit data in an exploration sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

    Editing data in exploration sheet cells . . . . . . . . . . . . . . . . . . . . . . . . . 69Data spreading methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

    Adding and viewing comments in cells . . . . . . . . . . . . . . . . . . . . . . . . . . 76Writeback mode and sandboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

    Writeback Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Toolbar options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Sandboxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

    Subsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Creating a subset by using items in an exploration . . . . . . . . . . . . . . . . . . . . . 82Creating a subset using items in the source tree . . . . . . . . . . . . . . . . . . . . . . 82

    Chapter 8. Integrated Cognos TM1 features . . . . . . . . . . . . . . . . . . . . 83Cognos TM1 TurboIntegrator processes . . . . . . . . . . . . . . . . . . . . . . . . . . 83

    Running TurboIntegrator p

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