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  • IBM Cognos Workspace AdvancedVersion 10.2.2

    User Guide

  • NoteBefore using this information and the product it supports, read the information in Notices on page 245.

    Product Information

    This document applies to IBM Cognos Business Intelligence Version 10.2.2 and may also apply to subsequentreleases.

    Licensed Materials - Property of IBM

    Copyright IBM Corporation 2005, 2014.US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

  • Contents

    Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

    Chapter 1. What's new in Cognos Workspace Advanced . . . . . . . . . . . . . . . 1New features in Cognos Workspace Advanced version 10.2.2 . . . . . . . . . . . . . . . . . . . 1

    Dynamically named worksheet tabs in Excel 2007 output . . . . . . . . . . . . . . . . . . . 1Custom user interfaces and UI profiles . . . . . . . . . . . . . . . . . . . . . . . . . 1Report run format restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Support for IBM Cognos Theme Designer . . . . . . . . . . . . . . . . . . . . . . . . 2Enhancements to extensible visualizations . . . . . . . . . . . . . . . . . . . . . . . . 2

    New features in Cognos Workspace Advanced version 10.2.1.1 . . . . . . . . . . . . . . . . . . 3Extensible visualizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

    New features in Cognos Workspace Advanced version 10.2.1 . . . . . . . . . . . . . . . . . . . 3Simplified custom grouping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Share sets between reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Crosstab values as percentages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Improved text-based relational filters . . . . . . . . . . . . . . . . . . . . . . . . . . 4Option to group or ungroup repeating cells in Excel 2007 reports . . . . . . . . . . . . . . . . . 4Search parameter Ends with any of these keywords . . . . . . . . . . . . . . . . . . . . . 4

    Removed features in Cognos Workspace Advanced version 10.2.1 . . . . . . . . . . . . . . . . . 4IBM Cognos Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

    New features in Cognos Workspace Advanced version 10.2.0 . . . . . . . . . . . . . . . . . . . 5Cognos Business Insight and Cognos Business Insight Advanced are renamed . . . . . . . . . . . . 5Improved support for bidirectional content . . . . . . . . . . . . . . . . . . . . . . . . 5Copying results to a Microsoft Excel spreadsheet with more fidelity . . . . . . . . . . . . . . . . 6Pasting a list of values from a spreadsheet into custom filters . . . . . . . . . . . . . . . . . . 6Enhanced crosstab headers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Inherited table styles in lists and crosstabs . . . . . . . . . . . . . . . . . . . . . . . . 6Additional keyboard shortcuts for accessibility . . . . . . . . . . . . . . . . . . . . . . . 6

    New features in Cognos Business Insight version 10.1.1 . . . . . . . . . . . . . . . . . . . . . 7Custom groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Creating sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Filtering directly from the data tree . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Names for lists, crosstab, and chart objects . . . . . . . . . . . . . . . . . . . . . . . . 7New startup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Visual aid to select lists and crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . 8Keyboard shortcuts for accessibility. . . . . . . . . . . . . . . . . . . . . . . . . . . 8Showing content when no data is available . . . . . . . . . . . . . . . . . . . . . . . . 8Larger worksheet sizes for Microsoft Excel 2007 report outputs . . . . . . . . . . . . . . . . . 8Microsoft Excel 2007 supported as an external data source . . . . . . . . . . . . . . . . . . . 9

    New features in Cognos Business Insight Advanced version 10.1.0 . . . . . . . . . . . . . . . . . 9Business Insight Advanced . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Use Your Own External Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Mozilla Firefox Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Working with Relational Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . 12Working with Dimensional Data Sources . . . . . . . . . . . . . . . . . . . . . . . . 13Report Name Used for the Exported Output File Name . . . . . . . . . . . . . . . . . . . 14Accessibility Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Summarizing Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Filtering to Limit Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Preview Reports when Opening and Saving . . . . . . . . . . . . . . . . . . . . . . . 15Lay Out Report Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Braces and Parentheses are Breakable. . . . . . . . . . . . . . . . . . . . . . . . . . 15

    Changed features in Cognos Business Insight Advanced version 10.1.0 . . . . . . . . . . . . . . . 16Line break rules in PDFs have changed . . . . . . . . . . . . . . . . . . . . . . . . . 16

    Copyright IBM Corp. 2005, 2014 iii

  • Removed features in Cognos Business Insight Advanced version 10.1.0 . . . . . . . . . . . . . . . 16Analyze with Analysis Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Excel 2000 and Excel 2000 Single Sheet Report Outputs. . . . . . . . . . . . . . . . . . . . 16

    Chapter 2. Understanding Cognos Workspace Advanced . . . . . . . . . . . . . . 17Relational and dimensional reporting styles . . . . . . . . . . . . . . . . . . . . . . . . 17Working in Cognos Workspace Advanced . . . . . . . . . . . . . . . . . . . . . . . . . 20

    The user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Work in Preview or Design Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Basic Report Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

    Web browser settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

    Chapter 3. Creating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 29Specify the Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

    Refresh the package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Choosing a basic report layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

    Inserting a data container from the toolbox tab . . . . . . . . . . . . . . . . . . . . . . 30Add Data to a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

    Data source icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Save a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Running a report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

    Running a Report Against a Dimensional Data Source . . . . . . . . . . . . . . . . . . . . 35Producing a Report in CSV Format . . . . . . . . . . . . . . . . . . . . . . . . . . 35Producing a Report in Microsoft Excel Format . . . . . . . . . . . . . . . . . . . . . . . 35Producing a Report in XML Format . . . . . . . . . . . . . . . . . . . . . . . . . . 39Set PDF Page Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

    Naming report objects for workspaces in Cognos Workspace . . . . . . . . . . . . . . . . . . . 40Recommendation - Creating Financial Reports . . . . . . . . . . . . . . . . . . . . . . . . 40The IBM Cognos Business Intelligence Software Development Kit . . . . . . . . . . . . . . . . . 40View Lineage Information for a Data Item . . . . . . . . . . . . . . . . . . . . . . . . . 41

    The IBM Cognos Business Intelligence lineage tool . . . . . . . . . . . . . . . . . . . . . 42

    Chapter 4. Crosstabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Working with Crosstab Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

    Create a Nested Crosstab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Create a Single-Edge Crosstab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

    Creating headers automatically for sets in crosstabs . . . . . . . . . . . . . . . . . . . . . . 46Showing crosstab values as percentages . . . . . . . . . . . . . . . . . . . . . . . . . . 46Swap Columns and Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Change a List into a Crosstab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

    Chapter 5. Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Using Legacy Report Studio Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Creating Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

    Chart objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Chart types and chart configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Chart Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

    Column Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Line Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Pie Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Bar Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Area Charts . . . . . . . . . . . . . . . . . . . . . .