Internal and Confidential

Cognos 8 – Report Studio

CONFIDENTIAL

April 21, 2023

April 21, 2023

Agenda

• Report Studio Overview

• Report Studio New features

• Workshops

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Object Property

Pane

Insertable Object Pane

Work Area

Page, Query & Condition

Explorer

Cognos Report Studio

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Report Studio Overview

• Reports

– BI reports • Lists• Crosstabs• Charts• Repeater• Maps

– Complex Reports• Multi-Frame• Drill up/down, through• Freeform Layout• Multi-Page

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List Reports

• Headers and footers– List header

• Once for each occurrence of the list– Ex. on each page

– Overall header• Once for the entire list

– Group header(s)– Group footer(s)– Overall footer– List footer

List report shows data in rows and columns. It is used to show detailed information. The layout options available in a list report are

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Crosstab Reports

Crosstab reports are used to show information in a more compact form than in a grouped list. Crosstabs are composed of edges

- Row edge defines the members listed on the left side of the crosstab

- Column edge defines the members listed at the top of the crosstab

- Cells contain the measure values

Edges are composed of:Crosstab Node: a collection of Node Members and Nested NodesCrosstab Node Member: a collection of data items that define membersMeasures are also valid parts of an edge.

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Crosstab Reports

Default Measure:

- the measure used when the row/column edge does not define one

- dropping a measure into the cells will set the default measure

- Report Studio shows the default measure name in the crosstab corner

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Crosstab Reports

There are distinct drop zones within the crosstab allowing you to create very complex reports very easily.

- We use this drop zone to create child objects.

- And this drop zone to create peer objects –unions.

- Every cell has 4 Drop Zones –one on each side, one on the top, and one on the

bottom.

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Crosstab Reports

Use drag and drop to create many different Crosstab layouts using the Drop Zones Feature

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Charts

Charts are a graphical way of representing data. They reveal trends and relationships that are not evident in tabular reports.There are over 100 chart types and chart sub-types available

• Column charts • Bar charts • Pareto • Line • Pie • Area • Point • Radial • Progressive Column• Progressive Bar• Gauge• Maps• Scatter, Bubble

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Charts

One can define drill up or down or drill through from elements in a chart.

Charts can be enhanced by applying informational overlays such as baselines, markers, and notes.

Maps

Use Map Manager to design your own maps.

Maps are defined by layers:

Region - color code areas on the map to compare values such as World, Country, or State

Point - color or size to map to compare values for cities, plants, sale districts

Display - show additional map details to provide context to the reader such as grids and/or an ocean Maps

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Query

• Tabular, Summary and Cube elements are no longer there.

• Has more simplified structure than in the earlier version.

• The Query model supports both RDBMS and OLAP data. It also supports Multi-Dimensional Expressions.

• One can have both a metadata (dimension/hierarchy/level) based and member based views of the dimensional data

• Joining queries (not Tables), Set Operations on Queries are defined in Query Explorer.

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Query

Filters

• Detail filters

• Summary filters

• Slicers

- In a crosstab, a slicer is a filter that is applied to the cells of the crosstab, but not the rows or columns.

- A slicer is a set of slicer member sets. Each slicer member set is an expression that returns a set of members from the same dimension.

- multiple slicer member sets can not be created against the same dimension.

- a child member of a report item can be added as a slicer.

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Prompts

Prompts are user interface controls to request user input.

The features of prompts are as follows:

• Used for parameters in filters and calculations

• Optional and required

• Single and multiple values

• Multilingual

• Report Studio will default prompt type

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Prompt Types

• Text Box Prompt

• Value Prompt

• Select & Search prompt

• Date prompt

• Time prompt

• Date/Time prompt

• Interval prompt

• Generated Prompt

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Conditional Processing

• Conditional highlighting based on variables

• Conditional text based on multilingual variables

• Conditional Blocks

• Conditional Rendering:

• object not rendered based on variable

• as if the object does not exist (versus exists but transparent or hidden)

• most useful to hide a column in a list

• supported on:

• Block, Text item, List, List column, Crosstab, Chart, Table, Repeater, Repeater Table, Repeater Table Cell, image, hyperlink, hyperlink button, prompts, HTML item, field set, and so on.

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Shared Layout Components

Report Studio’s use of Shared Layout Components:

• The layout components can be shared across reports

• The layout component can be updated at run-time or design time:

- Each time the report is run it fetches the latest page header and uses it

- Update the page header only when the Report Studio user elects to do so

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Determine Data to be Displayed

Choose Appropriate Report Type

Build Report

Apply Filters or Create Prompts

Format Report

Prepare a Report

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Determine Data to be Displayed

Choose Appropriate Report Type

Build Report

Apply Filters or Create Prompts

Format Report

Locate the Necessary Data

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• A model is a business presentation of the structure of the data from one or more databases.

• The model contains query subjects which expand to reveal query items that can be added to reports.

Query Subject

Query Items

Select Data from the Model

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Determine Data to be Displayed

Choose Appropriate Report Type

Build Report

Apply Filters or Create Prompts

Format Report

Choose the Appropriate Report Type

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• Report Studio uses three main report types:

– List

– Crosstab

– Chart

• You can combine different report types on the same page.

• You can use pre-defined templates, or start with a blank report.

• Use Repeater to display objects multiple times on the same page.

Explore Report Types

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Determine Data to be Displayed

Choose Appropriate Report Type

Build Report

Apply Filters or Create Prompts

Format Report

Build a Report

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• Three methods to add an object or item to your report are: – double-click– right-click and insert– drag and drop

Double-click or right-click and insert an item to add it to the end of a list

Drag and drop an item to the desired location in the list

Add Objects to Your Report

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Generate the Report

• Click the Run Report button on the Report Studio toolbar to see the results in Report Viewer.

Run Report

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Determine Data to be Displayed

Choose Appropriate Report Type

Build Report

Apply Filters or Create Prompts

Format Report

Report on Specific Data

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• Create a filter to narrow your focus and report on specific data.

Filters

Filter on Return Date to show only returns from 2002.

Filter Your Data

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• Build a prompt page for selected query items, or create a blank prompt page and add prompts to it.

Build Prompt Page

Value Prompt

Text Item

Create a Prompt Page

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Determine Data to be Displayed

Choose Appropriate Report Type

Build Report

Apply Filters or Create Prompts

Format Report

Enhance Report Appearance

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Adaptive Layouts

• Format and organize objects to enhance the appearance of reports.

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Report Studio 8.4 New features

• Increased visual appeal

• New chart types

• Business Glossary

• Report annotations

• Enhanced suppression

• Extended filters

• Data lineage

• Expanded data access

• Location-aware reports

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The new features of report studio have enhanced reporting capabilities of Cognos. Let us brief our self with them , the following would be elaborated more in workshops .

Increased visual appeal: includes new background designs and colors. Users can add gradient colors and behind charts.

New chart types: New charts like Merimekko, Stepline, Sparkline, Sparkbar, Spark Win/Loss have been added in the latest version of report studio.

Business Glossary: Users can see definitions of key report terms with a single mouse click as shown.

Report Studio 8.4 New features ...contd

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Extended filters now include wildcards, range, and between operations.

Associated frames now drill together.

Data lineage: Data lineage feature provides business and technical views of information in use: Business view includes descriptions, expressions, data sources, and contact information; Technical view reveals data flow from the source defined in the metadata model.

Users can access and view major transformations to data as it moves through the system as shown below.

Report Studio 8.4 New features ...contd

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Expanded data access: Use data from IBM Cognos Now! and IBM Cognos TM1.

Report annotations: Users can add comments directly within the body of HTML-rendered reports which will be available for other users as well..

Enhanced suppression: Suppress all types of reports against relational, dimensionally-modeled relational, and OLAP sources. Also, users can also suppress rows, columns, or rows and columns based on "zero" values, "divide by zero" values, missing values, and overflow values.

Location-aware reports: Deliver reports to your users' mobile devices based on their geographic location.

Geo-specific prompts deliver information to users based on their geographic location.

Report Studio 8.4 New features ...contd

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Questionnaire

COGNOS 8 Report Studio Instructions: More than one option can be correct

– It is a Web-based tool that professional report authors use to build sophisticated, multiple-page, multiple-query reports against multiple databases

1) Cognos 8 architecture is a zero foot-print architecture. a) True b) False 2) The Insertable Objects pane contains these tabs a) Source Tab b) Data Item Tab c) Toolbox Tab d) Properties Tab 3) Explorer Bar contains these a) Page Explorer b) Query Explorer c) Condition Explorer d) Work Area Explorer 4) You create a drill-through report to link two reports containing related information. You can then access related or more detailed information in one report by selecting a value in the chart a. True b. False 5) You use _________ to create dimensional filters that reduce the data included in measure rollups a. slicer b. dicer c. suppression d. filter

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Questionnaire

6) Report Studio can create report output in the following formats: a) Excel b) Word c) XML d) HTML

7) A Page is made up of which of the following components? a) Page Header

b) Page sub-header c) Page Body d) Page Footer

8) Which of the following is not a type of report which can created in Report Studio? a) List b) Map c) Repeater d) View

9) Which of the following features are supported in Report Studio? a) Drill Up b) Drill Through c) Drill Down d) Drill Back 10). Retrieves data based on a value that you type. Use this control when users know exactly what value they want to enter, such as a name or account number a) Text Box Prompt b) Value Prompt c) Date Prompt d) Generate Prompt