Query Studio Training IBM Cognos 10.2 - Traincolorado materials were customized for The Hea lth Care and Economic Security Staff Development Center on IBM Cognos 10.2.2

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  • Query Studio Training

    IBM Cognos 10.2.2

    June 2017

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    This training documentation is the sole property of EKS&H. All rights are reserved. No part of this document may be reproduced.

    Exception: The Health Care and Economic Security Staff Development Center has the right to reuse these materials internally, including the right to further modify these materials and to train additional users. Any other use of these materials is not authorized.

    These materials were customized for The Health Care and Economic Security Staff Development Center on IBM Cognos 10.2.2.

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    Table of Contents

    Chapter 1 - Getting Started in IBM Cognos .......................................................... 1 Introductions ...................................................................................................... 1 General Housekeeping ...................................................................................... 1 Introduction to IBM Cognos 10 .......................................................................... 1 Overview of IBM Cognos 10.2 ........................................................................... 2

    What is Framework Manager? ....................................................................... 3 What is IBM Cognos Connection? .................................................................. 3

    Getting Started & Logging In ............................................................................. 5 Understanding IBM Cognos Connection ........................................................... 8

    Folder Tools ................................................................................................... 9 Running a Query Studio Report from Public Folders ....................................... 11 Understanding IBM Cognos Viewer ................................................................. 15 Getting Help Query Studio Help Desk Tickets .............................................. 17

    Chapter 2 Examining a Query Studio Report ................................................... 19 How Query Studio differs from Report Studio .................................................. 19 Accessing Query Studio .................................................................................. 21 Review the Query Studio Interface .................................................................. 23 Tips for Using IBM Cognos and Query Studio ................................................. 29

    Chapter 3 Creating a Simple List Report ......................................................... 31 Report Styles Available in Query Studio .......................................................... 31 Understanding Packages................................................................................. 31 Saving a Report ............................................................................................... 41 Understanding Filters in Query Studio ............................................................. 42 Using Filters ..................................................................................................... 43

    Chapter 4 Filtering Relational Data .................................................................. 53 Deleting a Filtered Column without Deleting the Filter ..................................... 53 Alternate Filtering Methods .............................................................................. 56 Using Date Filters ............................................................................................ 60

    Chapter 5 Sorting and Grouping Data .............................................................. 67 Sorting Data ..................................................................................................... 67 Creating a Grouped List Report ....................................................................... 71 Sections ........................................................................................................... 78

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    Summarize ...................................................................................................... 82 Chapter 6 Calculations and Report Design ...................................................... 87

    Counting .......................................................................................................... 87 Calculated Fields ............................................................................................. 96 Report Design ................................................................................................ 104

    Data Formatting .......................................................................................... 104 Column Headings and Titles ...................................................................... 108 Modifying Font Styles ................................................................................. 109 Modifying Border Styles ............................................................................. 110

    Chapter 7 Crosstabs and Charts.................................................................... 113 Crosstab Report ............................................................................................ 113 Conditional Formatting................................................................................... 116 Charts ............................................................................................................ 121

    *** There are Notes pages in the back of this document for your use.

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    Chapter 1 - Getting Started in IBM Cognos

    Introductions

    Please share the following information with your classmates so that we can get to know each other better:

    Name Title and Time in Your Current Position Any prior experience with Cognos or other reporting tools

    General Housekeeping

    Please put your cell phones on vibrate to minimize classroom distractions.

    You are encouraged to write down and submit questions that the instructor is not able to answer in class. Your instructor will research your questions and address them at a later time during training.

    Your instructor will set break times throughout this course, and the class will begin promptly at the agreed upon start time.

    Introduction to IBM Cognos 10

    IBM Cognos 10 Business Intelligence is a web-based, integrated business intelligence suite. It provides a toolset for reporting, analysis, scorecarding, monitoring of events and metrics, and business analytics.

    WHY USE IBM COGNOS? In many organizations, finding answers to business questions is a manual process that uses a mix of different tools and interfaces. Before using Cognos, frequently, business users across the organization assemble reports on the same subjects, but have different numbers. Each of the people writing the reports will likely make slightly different assumptions, use different calculations, and use different definitions for terms to describe the data. They might use different interfaces, different time periods, or even different data sources. The result of these differences is sometimes disappointing for the business users, who spend precious meeting time discussing where the numbers came from as opposed to what to do with the numbers. This process slows down decision making..

    IBM Cognos simplifies the reporting process by focusing on organizing the users into user groups and leveraging best practices when using multiple data sources.

  • Chapter 1 - Getting Started in IBM Cognos

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    Overview of IBM Cognos 10.2

    Components and license roles in IBM Cognos 10 Business Intelligence (BI) tool suite:

    IBM Cognos Component Use

    Metric Studio Monitor performance against benchmarks and priorities Event Studio Invoke tasks, and track events and processes

    Report Studio Create managed reports most advanced studio Query Studio Create ad hoc reports

    Analysis Studio Explore and analyze data IBM Cognos Viewer View results of all reports, queries, and analyses. Cognos

    Viewer shows report output after a user has interacted with any prompts.

    IBM Cognos Connection Access all data available through IBM Cognos Framework Manager Create and publish metadata models on which reports are

    based. Query Studio and Report Studio can report from all models. Query Studio, Analysis Studio, and Report Studio can report from dimensionally modeled relational data (which can be created in Framework Manager)

  • Chapter 1 - Getting Started in IBM Cognos

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    Lets take a closer look at the key components used to model, access, and view your data.

    What is Framework Manager?

    Framework Manager is the metadata modeling tool that allows your Cognos Administration team at OIT to model relational data.

    In Framework Manager the Cognos Administrator uses key fields to create logical connections between database tables to ensure you get accurate data in your Cognos reports.

    The result of a Framework Manager model is a package(s). When packages are published, report developers can use Cognos to cre

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