IBM Cognos Workspace Advanced Version 10.2.2: User Guide IBM Cognos Workspace Advanced Version 10.2.2:

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  • IBM Cognos Workspace Advanced Version 10.2.2

    User Guide

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  • Note Before 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 subsequent releases.

    Licensed Materials - Property of IBM

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

  • Contents

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

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

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

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

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

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

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

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

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

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

    © Copyright IBM Corp. 2005, 2014 iii

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    Column Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Line Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 Pie Charts .

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