IBM Cognos 8 Business Intelligence


IBM® Cognos® 8 Business Intelligence GETTING STARTED Product Information This document applies to IBM® Cognos® 8 Version 8.4 and may also apply to subsequent releases. To check for newer versions of this document, visit the IBM Cognos Resource Center (http://www.ibm.com/software/data/support/cognos_crc.html). Copyright Copyright © 2008 Cognos ULC (formerly Cognos Incorporated). Cognos ULC is an IBM Company. Portions of Cognos ULC software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188 B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2; 6,986,135 B2; 6,995,768 B2; 7,062,479 B2; 7,072,822 B2; 7,111,007 B2; 7,130,822 B1; 7,155,398 B2; 7,171,425 B2; 7,185,016 B1; 7,213,199 B2; 7,243,106 B2; 7,257,612 B2; 7,275,211 B2; 7,281,047 B2; 7,293,008 B2; 7,296,040 B2; 7,318,058 B2; 7,325,003 B2; 7,333,995 B2. 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Table of Contents Introduction 5 Using This Document 5 Chapter 1: IBM Cognos 8 Business Intelligence 9 IBM Cognos Connection 10 Query Studio 10 Report Studio 10 Professional Authoring Mode 10 Express Authoring Mode 11 Event Studio 11 Metric Studio 11 Analysis Studio 12 IBM Cognos 8 Go! Office 12 IBM Cognos 8 Go! Search 12 Transformer 13 How IBM Cognos 8 Works 13 Viewing and Organizing Content 16 Administration of IBM Cognos 8 17 Security 17 Scheduling Content 18 The Software Development Kit 18 Integrating with Other IBM Cognos Products 18 Building IBM Cognos 8 Applications 19 Chapter 2: IBM Cognos 8 Examples 21 Example - Run a Report 21 Example - Schedule a Report 24 Example - Create a Portal Page 26 Example - Create a Query 29 Example - Create a Statement-Style Report 33 Example - Create a Report 36 Example - Manage an Event 41 Example - Monitor Performance 45 Example - Create an Analysis 51 Example - Work with IBM Cognos Content in Microsoft Excel 55 Example - Search for Business Intelligence Content 58 Glossary 61 Index 67 Getting Started 3 4 Table of Contents Introduction This document is intended for use with IBM Cognos 8. IBM Cognos 8 is a Web product with integrated reporting, analysis, scorecarding, and event management features. Using This Document This document introduces the IBM Cognos 8 Business Intelligence architecture and provides examples to illustrate key functionality. The following products are part of the IBM Cognos 8 Performance Management solution, and are not discussed in this document: ● IBM Cognos 8 Controller IBM Cognos 8 Controller is a Web-based financial consolidation tool that provides standard reports to support both statutory and management reporting. For more information, see the IBM Cognos 8 Controller User Guide. ● IBM Cognos 8 Workforce Performance IBM Cognos 8 Workforce Performance is a next-generation analytic application geared to helping organizations optimize their human capital management. It is the first analytic applic- ation to capitalize on the open modern architecture of IBM Cognos 8 Business Intelligence. It provides human resources executives and managers with a complete spectrum of packaged reports on key, configurable workforce measures to help improve planning and management decisions. For more information, see the IBM Cognos 8 Adaptive Analytics User Guide and the IBM Cognos 8 Adaptive Warehouse User Guide. ● IBM Cognos Planning IBM Cognos Planning provides the ability to plan, budget, and forecast in a collaborative, secure manner. There are two major components: IBM Cognos Planning - Analyst and IBM Cognos Planning - Contributor. For more information, see the IBM Cognos Planning - Analyst User Guide and the IBM Cognos Planning - Contributor Administration Guide. Audience This document is intended for users who are new to IBM Cognos 8 Business Intelligence. Related Documentation Our documentation includes user guides, getting started guides, new features guides, readmes, and other materials to meet the needs of our varied audience. The following documents contain related information and may be referred to in this document. Getting Started 5 Note: For online users of this document, a Web page such as The page cannot be found may appear when clicking individual links in the following table. Documents are made available for your par- ticular installation and translation configuration. If a link is unavailable, you can access the document on the IBM Cognos Resource Center (http://www.ibm.com/software/data/support/cognos_crc.html). DescriptionDocument Using IBM Cognos Connection to publish, find, manage, organize, and view IBM Cognos con- tent, such as scorecards, reports, analyses, and agents IBM Cognos Connection User Guide Managing servers, security, reports, and portal services; and setting up the samples, customizing the user interface and troubleshooting IBM Cognos 8 Administration and Security Guide Exploring, analyzing, and comparing dimen- sional data Analysis Studio User Guide Describing features that are new in this releaseIBM Cognos 8 New Features Installing and using Map Manager to import and manage maps that are used in map reports Map Manager Installation and User Guide Creating self-service business intelligence reportsQuery Studio User Guide Authoring reports that analyze corporate data according to specific needs Report Studio Professional Authoring User Guide Authoring financial reports that analyze corpor- ate data according to specific needs Report Studio Express Authoring User Guide Creating and managing agents that monitor data and perform tasks when the data meets predefined thresholds Event Studio User Guide Understanding the IBM Cognos 8 architecture, developing installation strategies, including security considerations, and optimizing perform- ance IBM Cognos 8 Architecture and Deployment Guide Creating and publishing models using Frame- work Manager Framework Manager User Guide Authoring scorecard applications and monitor- ing the metrics within them Metric Studio User Guide 6 Introduction DescriptionDocument Moving metadata and applications from IBM Cognos Series 7 to IBM Cognos 8 IBM Cognos 8 Migration Tools User Guide Using IBM Cognos 8 Go! Office to retrieve content from IBM Cognos reporting products within Microsoft Office IBM Cognos 8 Go! Office User Guide Modeling and building PowerCubes using Model Definition Language (MDL) scripts IBM Cognos 8 Transformer User Guide Finding Information Product documentation is available in online help from the Help menu or button in IBM Cognos products. To find the most current product documentation, including all localized documentation and knowledge base materials, access the IBM Cognos Resource Center (http://www.ibm.com/software/ data/support/cognos_crc.html). You can also read PDF versions of the product readme files and installation guides directly from IBM Cognos product CDs. Using Quick Tours Quick tours are short online tutorials that illustrate key features in IBM Cognos product components. To view a quick tour, start IBM Cognos Connection and click the Quick Tour link in the lower- right corner of the Welcome page. Getting Help For more information about using this product or for technical assistance, visit the IBM Cognos Resource Center (http://www.ibm.com/software/data/support/cognos_crc.html). This site provides information on support, professional services, and education. Printing Copyright Material You can print selected pages, a section, or the whole book. You are granted a non-exclusive, non- transferable license to use, copy, and reproduce the copyright materials, in printed or electronic format, solely for the purpose of operating, maintaining, and providing internal training on IBM Cognos software. Getting Started 7 Introduction 8 Introduction Chapter 1: IBM Cognos 8 Business Intelligence IBM Cognos 8 Business Intelligence is an integrated business intelligence suite that provides a wide range of functionality to help you understand your organization’s data. Everyone in your organiz- ation can use IBM Cognos 8 to view or create business reports, analyze data, and monitor events and metrics so that they can make effective business decisions. IBM Cognos 8 integrates the following business intelligence activities in one Web-based solution. Before you use IBM Cognos 8, you should understand how each of the components that make up the IBM Cognos 8 user interfaces can help you do your job. ComponentActivity IBM Cognos ConnectionPublishing, managing, and viewing content Query StudioAd hoc querying Report StudioManaged reporting Event StudioEvent management and alerting Metric StudioScorecarding and metrics Analysis StudioAnalyzing your business IBM Cognos 8 Go! OfficeWorking with IBM Cognos content in Microsoft Office IBM Cognos 8 Go! SearchSearching for business intelligence content For more information about how IBM Cognos 8 products work together, see "How IBM Cognos 8 Works" (p. 13). You will also want to know how to use IBM Cognos Connection and the IBM Cognos Administra- tion console to view and organize content (p. 16), set up administration (p. 17) and security (p. 17), and schedule content (p. 18). If you are building IBM Cognos 8 applications, you may want to understand the IBM Cognos 8 software development kit (p. 18) and workflow (p. 18). Depending on your licensing permissions, you may not have access to all the functionality available in IBM Cognos 8. Getting Started 9 IBM Cognos Connection IBM Cognos Connection is the Web portal for IBM Cognos 8. It is the starting point to access your BI information and the functionality of IBM Cognos 8. Use the portal to publish, find, manage, organize, and view your organization’s business intelligence content, such as reports, scorecards, and agents. If you have the necessary permissions, you can access the various studios from the portal and use the portal for content administration, including scheduling and distributing reports, and creating jobs. You view reports in Cognos Viewer. System administrators also use the portal to administer servers, optimize performance, and set access permissions. For information about using IBM Cognos Connection, see "Example - Run a Report" (p. 21), "Example - Schedule a Report" (p. 24), and "Example - Create a Portal Page" (p. 26). Query Studio Query Studio is the reporting tool for creating simple queries and reports in IBM Cognos 8. A casual or novice user can use Query Studio to create self-serve reports that answer simple business questions. With minimal steps, you can view data, author basic reports, change the report layout, filter and sort data, add formatting, and create charts. When you use Query Studio, you interact directly with your data. For information about using Query Studio, see "Example - Create a Query" (p. 29). Report Studio Report Studio has been extended to serve the needs of users who need quick and easy report creation and formatting capabilities, without requiring professional authoring skills. Report Studio now contains the traditional Professional authoring mode, with enhancements in this release, as well as the Express authoring mode. Authoring Modes To meet the needs of both regular report authors and financial report authors, Report Studio provides tailored user interfaces that contain reporting features relevant to these roles. Access to each authoring mode is determined by the permissions you have to secured functions and features. For more information, see the IBM Cognos 8 Administration and Security Guide. Professional Authoring Mode The Professional authoring mode gives users access to the full range of Report Studio functionality. In this mode, you can create any report type, including charts, maps, lists, and repeaters, using any data source (relational or multidimensional). This mode contains a superset of the features available in the Express authoring mode. However, you cannot view live data. For more information about using the Report Studio Professional authoring mode, see "Example - Create a Report" (p. 36). 10 Chapter 1: IBM Cognos 8 Business Intelligence Express Authoring Mode The Express authoring mode provides a simplified and focused Report Studio interface. It is designed for non-technical users to create traditional financial and management statement reports. This mode allows access to dimensionally-modeled data and uses a member-oriented data tree, by default. This authoring mode allows you to see live data and supports crosstab reports. It contains a subset of the features available in the Professional authoring mode. When you are in the Express authoring mode, if you open a report that was authored in the Profes- sional authoring mode, you can see the objects that can be inserted only in the Professional authoring mode, such as charts, maps, and lists. However, you cannot modify these objects. For more information about using the Report Studio Express authoring mode, see "Example - Create a Statement-Style Report" (p. 33). Event Studio Event Studio is the notification tool used to alert decision-makers in your organization of events as they happen, so that they can make timely and effective decisions. You can use Event Studio to create agents that monitor status changes, priority customers, your organization’s data to detect occurrences of business events, or any other factor that is important to your business. Specify the event condition, or a change in data, that is important to you. When an agent detects an event, it can perform tasks, such as sending an email, adding information to the portal, and running reports. For information about using Event Studio, see "Example - Manage an Event" (p. 41). Metric Studio Metric Studio is the scorecarding and metrics tool in IBM Cognos 8. You can use Metric Studio to create a customized scorecarding environment to monitor and analyze business metrics throughout your organization. Metric Studio helps you translate your organization's strategy into relevant, measurable goals that align each employee's actions and accountability with a strategic plan. The rich scorecarding environment of Metric Studio shows you where your organization is successful and where it needs improvement. It tracks performance against predetermined targets and indicates the current status of the business so that decision makers at every level of the organization can react and plan. With Metric Studio, you can readily see how the organization is progressing against its strategy. You can set priorities for your own actions and understand how your decisions affect the performance of the company. You can use the flexibility of Metric Studio to model metrics and their relationships based on any standard or proprietary scorecarding and management methodology that you already use. For information about using Metric Studio, see "Example - Monitor Performance" (p. 45). Getting Started 11 Chapter 1: IBM Cognos 8 Business Intelligence Analysis Studio Managers and analysts use Analysis Studio to better understand their business and to get answers to questions that they have about their business. Users can quickly and easily perform analysis to get to the what and why behind an event or action so that they can improve business performance. With analysis, it is possible to see trends and understand anomalies or variances that may not be evident with other types of reporting. Analysis Studio users can easily focus on what is important even with large volumes of dimensional data. When you use Analysis Studio, you interact directly with visible data. For information about using Analysis Studio, see "Example - Create an Analysis" (p. 51). IBM Cognos 8 Go! Office When you use IBM Cognos 8 Go! Office, you can work with secure IBM Cognos content in your familiar Microsoft Office environment. You can retrieve report content from a variety of IBM Cognos applications, including IBM Cognos 8 and IBM Cognos PowerPlay. IBM Cognos 8 Go! Office provides access to all IBM Cognos report content, including data, metadata, headers, footers, and charts. You can use predefined reports, or create new content using Query Studio, Analysis Studio, or Report Studio. By importing content into Microsoft Excel, you can work with the data and leverage Microsoft Excel’s formatting, calculation, and presentation capabilities. You can also use the formatting and charting features of Microsoft Excel. By importing content into Microsoft PowerPoint and Microsoft Word, you can include reports and charts to enhance your presentations and documents. For more information about IBM Cognos 8 Go! Office, see "Example - Work with IBM Cognos Content in Microsoft Excel" (p. 55). IBM Cognos 8 Go! Search With IBM Cognos Go! Search, you can perform full-text searches of IBM Cognos 8 business intel- ligence content. You can use this search in IBM Cognos Connection, Cognos Viewer, Query Studio, and Analysis Studio. With IBM Cognos Go! Search, you can quickly find relevant business intelligence information presented in reports, analyses, dashboards, metric information, and events. Your search results are ranked based on your priorities. Administrators create and manage the search index. Administrators can also create Go! cards which allow enterprise search engines, such as IBM WebSphere Information Integrator OmniFind Edition, to index IBM Cognos 8 content. IBM Cognos Go! Search also allows administrators to easily supply the Google OneBox for Enterprise with report, metric, and search result content. For more information about IBM Cognos 8 Go! Search, see "Example - Search for Business Intelli- gence Content" (p. 58). 12 Chapter 1: IBM Cognos 8 Business Intelligence Transformer IBM Cognos 8 Transformer is a multi-dimensional data modeling component designed for use with IBM Cognos 8.3 and subsequent releases. You use this component to create a multi-dimensional model: a business presentation of the information in one or more different data sources that share common data. After you add the needed metadata from IBM Cognos 8 packages, reports, and other various data sources, model the dimensions, customize the measures, and apply IBM Cognos 8 secured views with dimensional fil- tering, you can create PowerCubes based on this model. You can deploy these cubes to support OLAP reporting and analysis around the globe. How IBM Cognos 8 Works When you view or create a report, you are viewing and manipulating data stored in your organiza- tion’s databases. The following diagram explains the steps involved in using IBM Cognos 8. Getting Started 13 Chapter 1: IBM Cognos 8 Business Intelligence multi- dimensional cube ROLAP database relational database other data source Customer databases Cognos Viewer View reports Metric Studio Monitor performance Query Studio Create queries Analysis Studio Analyze your business Event Studio Monitor events Report Studio Create reports Data modeling and packaging Run, view, and manage content Framework Manager Metric Designer 1 2 3 IBM Cognos 8 Go! Office Work with IBM Cognos content in Microsoft Office Transformer 6 IBM Cognos Connection 5 4 1. In Framework Manager, the modeler ensures that metadata is presented in a manner that business users can understand. Modelers import the metadata from one or more databases, and then add to the model to meet user requirements. 2. In Metric Designer, the modeler identifies the data items and calculations that form the targets and actual results for each metric. 3. The modeler then publishes and updates packages to IBM Cognos Connection so that authors can use them to create reports, agents, and scorecards. 4. Business users and report authors use the published packages to understand their business data. 5. Users run, view, and manage their content in IBM Cognos Connection. Depending on their security permissions, they may be able to simply run and view reports or manage schedules, portal layout, and other users’ permissions. 6. In Transformer, you can leverage queries in published packages, queries from IBM Cognos 8 reports, and personal data sources, such as Microsoft Excel, to create a unique, focused model of your business. Transformer is IBM Cognos’s industry leading OLAP modeling tool, which is designed so that business users can be self-sufficient in modeling a view of the business that suits the needs of their department or specialty. 14 Chapter 1: IBM Cognos 8 Business Intelligence For more information, see the IBM Cognos 8 Architecture and Deployment Guide. Report Specifications When authors create a report, they are actually creating a report specification. The report specific- ation is an XML representation of the queries and prompts that are used to retrieve data, as well as the layouts and styles used to present the data. For simplicity, the report specification is called the report. Report specifications can be useful to report authors for troubleshooting. For information about working with report specifications, see the Report Studio Professional Authoring User Guide or the Report Studio Express Authoring User Guide, and the IBM Cognos 8 Software Development Kit Developer Guide. Models and Packages Because stored data is typically designed for storage and not for reporting, a data modeler uses Framework Manager to create metadata models. A model structures, adds to, and manages data in ways that make sense to business users. For example, a model defines business rules, data descriptions, data relationships, business dimensions and hierarchies, and other administrative tasks. Planning and creating a model is an important task that should be performed by a modeler or a modeling team familiar with both the database structure and the needs of the business users. After the metadata model is defined, modelers create a package to make metadata available to report authors. Each package must contain all the information that a specific user or group of users needs to create reports. For example, one package can contain human resources data, and another sales data. When users open an authoring studio, they must select which package to use. Each report can contain data from only one package. After a package is made available in IBM Cognos Connection, the Transformer modeler can begin to design a multidimensional PowerCube for a more focused analysis of the business. The queries can be created directly in Transformer using metadata from any published package. Business spe- cialists can also design their own model for a more focused analysis, combining metadata from different packages and even including personal data using flat files. A more refined query intended for Transformer modeling can be authored by a business specialist by creating a report in Query Studio or Report Studio. That report can then be used to create a data source in Transformer, allowing the business specialist full control over changes to the report, and therefore the query, rather than relying on the Framework Manager administrator for changes. Once the multi-dimensional design is complete, IBM Cognos 8 security can be added with dimen- sional filtering and the PowerCube can be built. The PowerCube can then be published to IBM Cognos Connection just like any other package, making it available for multi-dimensional analysis and reporting. For information about data modeling, see the Framework Manager User Guide, the Metric Designer User Guide, or the IBM Cognos 8 Transformer User Guide. Getting Started 15 Chapter 1: IBM Cognos 8 Business Intelligence Viewing and Organizing Content When you view and run a report, scorecard, or agent, the information that you see comes from data sources, the package, calculations, other properties added by the author, and from IBM Cognos 8 itself. You use IBM Cognos Connection to organize your reports and other IBM Cognos 8 content such as agents, metrics packages, URLs, and folders. You can access public content on the Public Folders tab or custom portal pages, and store and access your favorite content on the My Folders tab. Report and Agent Views If you want to personalize an existing public report or agent, you can create a report or agent view and save the view on the My Folders tab. This allows you to save prompt values, modify the schedule, and change the output format of reports. For more information, see the online help in IBM Cognos Connection. Report Outputs When a report is run, it contains the latest data from the data source. However, viewing the most recent data may not always meet your needs. When you want to view older data, you save and view the report output. Report outputs are created when you schedule a report, when a report has multiple formats or languages, when a report has a delivery method of save, print, or email, and when a report is burst. You can produce report outputs in the following formats: ● HTML ● PDF ● Excel ● delimited text (CSV) ● XML If you are the owner of a report or have the necessary permissions, you can specify the default format for each report. You can also specify how many report output versions to keep. For more information, see the online help in IBM Cognos Connection. Drill-through Links A report can contain drill-through links, also known as Go To links, so that you can easily open related content. A value in the report is linked to more detailed information in another report. For example, a report includes sales information for each continent. When you click a continent name, a more detailed report about sales for that specific continent opens. When you view report data in IBM Cognos Connection, Query Studio, and Analysis Studio, you can also drill down and drill up. When you drill down, you follow a link from one layer of data to a more detailed layer within the same report. When you drill up, you access a less detailed layer. 16 Chapter 1: IBM Cognos 8 Business Intelligence For more information, see the online help in IBM Cognos Connection, Query Studio, or Analysis Studio. Multilingual User Interface and Content IBM Cognos 8 is a multilingual suite that lets you author reports once and deploy them globally. When users open a report, it automatically opens in the proper language, based on their locale set- tings. You can select the language that you prefer for the user interface. If your data and reports are available in multiple languages, you can also select the language that you prefer for the content. To deliver multilingual content, you can create each entry with multilingual properties in the appropriate studio. For more information about the multilingual capabilities of IBM Cognos 8, see the online help in IBM Cognos Connection or see the IBM Cognos 8 Architecture and Deployment Guide. Portal Pages In IBM Cognos Connection, you can create your own custom portal pages. You use these portal pages to view frequently-used content, to group related reports and folders, and to combine IBM Cognos and non-IBM Cognos content within a single page. Within your portal pages, you can add IBM Cognos portlets, which you use to view and interact with your IBM Cognos content. If you have the necessary permissions, you can create public pages that other users and groups can access and even use as their own. You can assign security permissions to allow only certain users to access the pages. For more information, see the online help in IBM Cognos Connection. Administration of IBM Cognos 8 IBM Cognos 8 administrators ensure that IBM Cognos 8 runs smoothly and at its optimum per- formance. They can ● define connections to the organization’s data sources ● define security permissions for users and groups in the organization ● specify distribution lists, contacts, and printers ● manage servers and dispatchers and fine-tune the performance of IBM Cognos 8 ● pre-define links for an entire package that authors can then easily add to their reports ● customize the appearance and functionality of IBM Cognos 8 For more information, see the IBM Cognos 8 Administration and Security Guide. Security IBM Cognos 8 is secured by setting permissions and enabling user authentication. When anonymous access is enabled, you can use IBM Cognos 8 without authenticating as a specific user. Getting Started 17 Chapter 1: IBM Cognos 8 Business Intelligence In IBM Cognos 8, administrators define permissions so that users can access functionality. For example, to edit a report using Report Studio, you must have the appropriate security and licensing permissions. In addition, each entry in IBM Cognos Connection is secured to define who can read, edit, and run the entry. For more information, see the online help in the IBM Cognos Administration console. Scheduling Content You can schedule most content that appears in IBM Cognos Connection to run at a time that is convenient for you. You can schedule ● reports ● metrics ● metrics data refreshes ● agents ● deployments You can also create jobs to schedule multiple entries together. For more information, see the online help in IBM Cognos Connection. The Software Development Kit The IBM Cognos 8 software development kit (SDK) provides a platform-independent automation interface for working with IBM Cognos 8 services and components. Developers in your organization can use the IBM Cognos 8 SDK to create custom reports, manage deployment, and integrate security and portal functionality to suit your needs, locale, and existing software infrastructure. The SDK uses a collection of cross-platform Web services, libraries, and programming interfaces. You can choose to automate only a specific task, or you can program the entire process from modeling through to reporting, scheduling, and distribution. The SDK is available as a separate package. For more information, see the IBM Cognos 8 SDK Developer Guide and IBM Cognos 8 SDK Getting Started Guide. Integrating with Other IBM Cognos Products IBM Cognos 8 is fully integrated with other IBM Cognos products so your business intelligence capabilities can grow with your needs. When you integrate IBM Cognos Series 7 with IBM Cognos 8, you can ● access Series 7 reports from IBM Cognos Connection ● access PowerCubes built with PowerPlay Transformer 7 18 Chapter 1: IBM Cognos 8 Business Intelligence ● upgrade Series 7 PowerCubes to IBM Cognos 8 When you integrate IBM Cognos Planning products with IBM Cognos 8, you can ● access IBM Cognos Planning - Contributor from IBM Cognos Connection ● create queries, analyses, and reports based on IBM Cognos Planning and IBM Cognos Finance data For more information, see the IBM Cognos Planning - Contributor Administration Guide. Building IBM Cognos 8 Applications The lifetime of an IBM Cognos 8 business intelligence application can be months, or even years. During that time, data may change and new requirements appear. As the underlying data changes, authors must modify existing content and develop new content. Administrators must also update models and data sources over time. For more information about using data sources, see the IBM Cognos 8 Administration and Security Guide and the Framework Manager User Guide. In a working application, the technical and security infrastructure and the portal are in place, as well as processes for change management, data control, and so on. For information about the workflow associated with creating IBM Cognos 8 content, see the IBM Cognos 8 Architecture and Deployment Guide. For additional information, see the IBM Cognos Solutions Implementation Methodology toolkit, which includes implementation roadmaps and supporting documents. Information about the toolkit is available on the IBM Cognos Software Services Web site (http:// support.cognos.com/en/consulting/csim/index.html). The following graphic provides an overview for how to use IBM Cognos 8 to build applications across all of your IBM Cognos 8 components. Locate and prepare data sources and models Build and publish the content Deliver the information ❑ Locate and prepare data sources and models IBM Cognos 8 can report from a wide variety of data sources, both relational and dimensional. Database connections are created in the Web administration interface, and are used for modeling, for authoring, and for running the application. To use data for authoring and viewing, the business intelligence studios need a subset of a model of the metadata (called a package). The metadata may need extensive modeling in Framework Manager. ❑ Build and publish the content Reports, scorecards, analysis, dashboards and more are created in the business intelligence studios of IBM Cognos 8. Which studio you use depends on the content, lifespan, and audience of the report, and whether the data is modeled dimensionally or relationally. For example, self- service reporting and analysis are done through Query Studio and Analysis Studio, and scheduled reports are created in Report Studio. Report Studio reports and scorecards are usually prepared Getting Started 19 Chapter 1: IBM Cognos 8 Business Intelligence for a wider audience, published to IBM Cognos Connection or another portal, and scheduled there for bursting, distribution, and so on. You can also use Report Studio to prepare templates for self-service reporting. ❑ Deliver and view the information You deliver content from the IBM Cognos portal or other supported portals, and view information that has been saved to portals, or delivered by other mechanisms. You can also run reports, analyses, scorecards, and more from within the business intelligence studio in which they were created. For information about tuning and performance, see the IBM Cognos 8 Administration and Security Guide and the IBM Cognos Resource Center (http://www.ibm.com/software/data/ support/cognos_crc.html). 20 Chapter 1: IBM Cognos 8 Business Intelligence Chapter 2: IBM Cognos 8 Examples The following examples show the different functionality of the various IBM Cognos 8 components: ● run a report in IBM Cognos Connection (p. 21) ● schedule a report in IBM Cognos Connection (p. 24) ● create a portal page in IBM Cognos Connection (p. 26) ● create a query in Query Studio (p. 29) ● create a statement-style report in Report Studio (p. 33) ● create a report in Report Studio (p. 36) ● manage an event in Event Studio (p. 41) ● monitor the performance of your business in Metric Studio (p. 45) ● analyze items in your business data in Analysis Studio (p. 51) ● work with IBM Cognos content in Microsoft Office Excel using IBM Cognos 8 Go! Office (p. 55) ● search for business intelligence content using IBM Cognos Go! Search (p. 58) Complete these examples in any order. For example, you can start with the Analysis Studio example without doing the previous examples. Before you experiment with a data source of your own, we recommend that you try these examples using the sample data. IBM Cognos Samples Before you can work through these examples, ensure that the IBM Cognos samples are set up. They show a good cross-section of reports that you can create using IBM Cognos 8. For more information, contact your administrator or see the IBM Cognos 8 Administration and Security Guide. The sample databases shipped with IBM Cognos 8 contain data from the operations of a fictional retail company, the Great Outdoors Company. The Great Outdoors Company sells camping and sports equipment directly in retail stores across the world, and through other manufacturers. Example - Run a Report IBM Cognos Connection is the Web portal that gives you access to all the IBM Cognos 8 function- ality. In the portal, you can run reports. In this exercise, you will learn how to ● navigate the portal Getting Started 21 ● run a report ● navigate within a report ● drill through from one report to another ● view the report in a different format You are a business analyst for the Great Outdoors Company. You are asked to study the percentage of returned products. Returned items reveal important information about the quality of products, especially products that are returned because they are defective or are missing parts. You will drill down to more detailed information in the pie chart, drill back up to the beginning, then drill through to another report using the data shown in your current report as a filter. Things to Notice The icon for a report shows the default format and default action of the report. Reports that have saved outputs have an additional icon in the Actions column. At any time, you can click the arrow next to the help button, and click Go to the Welcome Page to return to the IBM Cognos 8 Welcome page. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click IBM Cognos content, click the GO Data Warehouse (analysis) package, and then click Query Studio Report Samples. 3. Locate the Return Quantity by Product Line Chart report. Tip: The icon beside an entry identifies its default action. The default action for this report is to open it in Query Studio. 4. Click the report name to run the report. The report runs and opens with the latest data about product returns. 22 Chapter 2: IBM Cognos 8 Examples You notice that Outdoor Protection products have the highest number of returns. You want to drill down to obtain more detailed information. 5. Click the Outdoor Protection area in the pie chart to drill down to more detailed information. Tip: You can also drill down by right-clicking the pie area, or by clicking the legend label. At a quick glance, you notice that insect repellents have the highest number of returns. 6. Drill down on Insect Repellents. You notice that the BugShield Lotion has the highest number of returns. You want to drill up to go back to where you started in this report. 7. Drill up twice to return to the high-level product returns data: ● Right-click any area on the pie chart and click Drill Up, then repeat this step to drill up again. 8. Drill through to the Returns by Order Method report using Outdoor Protection as filter: ● Right-click the Outdoor Protection area in the pie chart, click Go To and click Related Links. ● Click ReportDrill. Getting Started 23 Chapter 2: IBM Cognos 8 Examples You notice that the Returns by Order Method report is displayed for Outdoor Protection only. Try on Your Own Use IBM Cognos Connection to try the following report features: ● Change the report format to PDF. Tip:In the Actions menu, click the run with options button . From the Format list, select PDF, and click Run. ● Change the report to a different language. To do so, change the language settings in IBM Cognos Connection, or in your Web browser, and then run the report again. Because the sample data is multilingual, all data will be translated. Tip:Next to the my area button , click the down arrow, and click My Preferences. Under Regional options, change the Product language and the Content language. To see the content language changes, you must run the report. ● On the toolbar, click the home or return button to return to the portal. For More Information For more information about running reports, see the online help in IBM Cognos Connection. Example - Schedule a Report You can schedule entries that are stored in IBM Cognos Connection, such as reports, queries, and agents, so that they run at a time that is convenient for you. In this exercise, you will learn how to 24 Chapter 2: IBM Cognos 8 Examples ● save a report as a report view ● schedule a report so it runs daily ● use the schedule management tool to view the status of the schedule You are a business analyst for the Great Outdoors Company. You want to schedule the Return Quantity by Product Line Chart report because some people in your organization need the data updated daily. You schedule the report to run daily, and then check that it is properly scheduled. Things to Notice When a report runs according to a schedule, the report output is saved, and appears in the Action column in IBM Cognos Connection. At any time, you can click the arrow next to the help button, and click Go to the Welcome Page to return to the IBM Cognos 8 Welcome page. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click IBM Cognos content, click the GO Data Warehouse (analysis) package, and then click Query Studio Report Samples. Locate the Return Quantity by Product Line Chart report. You can also use any one of the IBM Cognos sample reports. 3. Create a report view for a daily view of the report: ● In the Actions column, click the create a report view button next to the report. ● In the Name box, remove the words Report View of from the beginning of the name, type (daily) at the end of the name, and then click Finish. A new entry appears in IBM Cognos Connection, with the report view icon . 4. Schedule the report view to run daily: ● For the entry, in the Actions column, click the schedule button . ● Under Frequency, click the By Day tab. ● Accept the default time and other defaults. ● Click OK. 5. Check the schedule: Getting Started 25 Chapter 2: IBM Cognos 8 Examples ● Next to the my area icon , click the down arrow, and click My Activities and Schedules. ● Click Schedules. ● In the Filter pane, select Any status and Any priority, and click Apply. If you are accepting the default settings, you will not see any changes in the schedule. Your report view appears in the list of scheduled reports. Try on Your Own Use IBM Cognos Connection to try the following report features: ● Modify the schedule so that the report runs weekly. Tip: In the Actions tab, click More, and then click Modify the schedule. ● Permanently remove the schedule. Tip: In the Actions tab, click More, and then click Remove the schedule. For More Information For more information about scheduling reports, see the online help in IBM Cognos Connection. Example - Create a Portal Page You can customize the portal, IBM Cognos Connection, by creating your own portal pages. You can choose the information that is most important to you and make it available from your page. Choose from different types of content and organize the pages in a way that works for you. This exercise shows how to ● create a page ● add content to a page ● define the appearance of a page ● enhance the content of a page You want to create a personal page that includes all of the reports and content that you worked on in the previous exercises so that you can easily view the content each time you log on to IBM Cognos 8. 26 Chapter 2: IBM Cognos 8 Examples Things to Notice In a portal page, you can add IBM Cognos content (such as business intelligence reports), utilities (such as URLs and bookmarks), and third-party portlets. You can make a portal page available to a group in your organization, such as to the sales team, or you can create a portal page for your personal use. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click IBM Cognos content. Click the new page button . 3. Type the name My Great Outdoors page, click Select My Folders as the location for the new page, and click Next. 4. Specify the page layout: ● Under Number of columns, select 2 columns. ● Change the width of the left column to 40% and the right column to 60%. 5. Add content to your page: ● Under the left column, click Add. ● Click IBM Cognos Content. ● Select the IBM Cognos Navigator, IBM Cognos Search, and Cognos Viewer portlets, and click the arrow to move them to the Selected entries box. Tip: You can preview the content of the portlets by clicking the view this portlet button in the Actions column. ● Click OK. ● In the left column, click Cognos Viewer and click the move one item right arrow . Getting Started 27 Chapter 2: IBM Cognos 8 Examples ● Click Next. 6. Define the appearance of the page: ● In the Title box, type My Great Outdoors page. Tip: You can change the formatting of the text. ● Click Next. ● Select the Add this page to the portal tabs check box. ● Click Finish. The My Great Outdoors page that you created appears as a tab in IBM Cognos Connection. 7. Enhance the content of your page: ● Click the My Great Outdoors page tab. ● In the Cognos Viewer portlet, click the edit button . ● Under Entry, click Select an entry, and select the Return Quantity by Product Line Chart sample report. Tip: You can find this report in Public Folders > GO Data Warehouse (analysis) > Query Studio Report Samples. You can also use any other sample report. ● Under Portlet height in pixels, type 600. ● Click OK. The report now appears in the right column of your portal page. If the report was not previously run and saved, click the run button in the Cognos Viewer portlet. In the Run with options page, click Save the report and then click Run. 28 Chapter 2: IBM Cognos 8 Examples Try on Your Own ● Set the My Great Outdoors page as your home page: Tip: Next to the home icon , click the down arrow, and click Set View as Home. ● Delete the page: Tip: From the tab menu button , on the left side of the tab bar, click Remove this tab. For More Information For information about creating portal pages, see the IBM Cognos Connection online help. Example - Create a Query Use Query Studio to retrieve information from a data source when you want to create reports that answer simple business questions. Also use Query Studio to publish reports for audiences who do not require complex layout or formatting. In this exercise, you will learn how to ● add columns ● add calculations ● add conditional formatting ● apply a template to the report ● save the report You are a business analyst for the Great Outdoors Company. You want to create a report that shows which products have the highest rate of return and how much revenue was lost from product returns. To perform this exercise, you must have the appropriate licensing and security permissions. Getting Started 29 Chapter 2: IBM Cognos 8 Examples Things to Notice Data that you can add to the report has a different icon depending on the data type. The reports that you create in Query Studio can be viewed and edited in Report Studio. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click Query my data, and select the GO Data Warehouse (analysis) package. A blank report appears. 3. Add columns to the report: ● From the Menu, click Insert Data. ● Expand Sales and Marketing (analysis), expand Sales, Product, and drag Product type and Base product to the work area. The work area is the area within a studio that contains the report, analysis, query, or agent that you are currently using. ● From Sales, expand Sales fact, and drag Quantity and Unit cost to the work area. The item Unit cost will not appear in the final report, but you need it to build a calculation. ● Expand Returned items, and Returned items, and drag Return quantity to the work area. 4. Create a calculation to show the lost revenue (Return quantity * Unit cost = Lost revenue): ● Select the column headings that you want for the calculation. In the work area, click the heading for Return quantity and Ctrl+click the heading for the Unit cost column. ● Click the calculate button . ● In the Operation box, select * (multiplication). ● In the New item name box, type Lost revenue. ● Click Insert. ● Delete the Unit cost column. 5. Format the calculated column that you added: ● Right-click the heading for the Lost revenue column and click Format Data. ● In the Category list, click Currency. 30 Chapter 2: IBM Cognos 8 Examples ● In the Thousands separator list, click Yes, and then click OK. 6. Create a calculation to show the percentage of returns (Return quantity / Quantity)*100): ● In the work area, click the heading for the Return quantity column, and Ctrl+click the heading for the Quantity column. ● Click the calculate button. ● In the Operation type box, select Percentage. ● The content of the Operation box changes to %. ● In the New item name box, type % Returned. ● Click Insert. 7. Sort the % Returned column in descending order: ● Right-click the heading for the % Returned column, and click the sort button . ● Under Sort order, click Descending (9 to 1), and then click OK. 8. Apply conditional formatting to highlight products with a lost revenue greater than $200,000: ● Click the heading for the Lost revenue column. ● From the Menu, click Change Layout, and click Define Conditional Styles. ● In the New value: box, type 200000, and click Insert. ● For the first range, in the Style column, select Poor, and click OK. The cells with a lost revenue greater than $200,000 appear with a red background. 9. Apply a template to the report: Getting Started 31 Chapter 2: IBM Cognos 8 Examples ● From the Menu, click Change Layout, and click Apply Template. ● Select Apply a template, and click Select a template. ● In Public Folders, click Sample Template, select Great Outdoors Template, and click OK twice. The report appears with the styles from the template. 10. Add a title to the report: ● Above the report, click the report title. ● In the Title box, type Returns by Product Type, and click OK. 11. Save the report: ● From the toolbar, click the save button. ● In the Name box, type Returns by Product Type. ● Accept the default save location, and click OK. The final report looks like this: Notice that the Star Gazer 2 tent has the highest lost revenue rate. Try on Your Own ● Every time you modify a report, Query Studio updates the results by running a query. Use the run options to preview the report with no data. From the Run Report menu, click Preview with No Data. Tip: To preview a report with limited data, you must define design filters in the model. ● Review the definition of all report items in the report. From the Manage File menu, click Report Definition. This is useful for troubleshooting a report. 32 Chapter 2: IBM Cognos 8 Examples For More Information For information about using Query Studio, see the Query Studio online help. Example - Create a Statement-Style Report Use Report Studio Express authoring mode for financial report authoring, such as creating and maintaining statement-style reports. Financial authoring requires many but not all of the features that already exist in Report Studio, combined with a more intuitive user experience, and interaction with live data. The user interactions in Report Studio have been streamlined, which simplifies the process of creating statement-style reports. Only features essential to statement authoring are exposed in the Report Studio Express authoring mode. The Report Studio Express authoring mode does not expose the query interface or property page, and the toolbox contains a simplified set of items. A template featuring an appropriate starting point for financial report creation is included with the product. In this exercise, you will learn how to create a statement-style report. You are a report author in the finance department of the Great Outdoors Company. You create a balance sheet that shows the assets, liabilities, and equity for the company over the last few years. To perform this exercise, you must have the appropriate licensing and security permissions for this functionality. Things to Notice When you use the Report Studio Express authoring mode, data is live. You do not have to run a report to see the data. From the View menu, you can switch between the Page Design and Page Preview views to see the live data and the design of your report. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click Create professional reports. 3. Click the GO Data Warehouse (analysis) package. 4. Click Create a new report, click Financial, and click OK. Tip: If you are in Report Studio Professional, switch to Report Studio Express for this example. From the View menu, click Authoring Mode, and click Express. 5. Insert data in the crosstab zones: ● In the Insertable Objects pane, expand Finance (analysis), Finance, Account, Account(All), and Balance sheet (total). Getting Started 33 Chapter 2: IBM Cognos 8 Examples ● From Balance sheet (total), drag Assets (total) to the Rows zone. ● From Balance sheet (total), expand Liabilities & equities (total), and drag both Liabilities (total) and Equity (total) to the Rows zone, under the Assets (total). Tip: When you drag an object to the crosstab, you will see a flashing horizontal or vertical bar. This indication tells you where the item will be placed in the crosstab. ● In the Insertable Objects pane, expand Submission, and Submission(All), and drag 2006 Actual results in USD to the Columns zone. ● Drag 2005 Actual results in USD to the Columns zone, to the right of 2006 Actual results in USD. ● In the Insertable Objects pane, expand Time dimension, Time dimension(All), 2006, and Q4, and drag December to the Columns zone, under the 2006 Actual results in USD. ● Expand 2005 and Q4, and drag December to the Columns zone, under the 2005 Actual results in USD. ● From Finance (analysis), expand Finance, and Finance fact, and drag Amount (year to date) to the Measures zone. 6. Expand the rows to view the company’s breakdown of assets, liabilities, and equity: ● In the report, double-click Assets (total) to examine the members of the company’s assets. ● Repeat for Liabilities (total) and Equities (total). 7. Change the title of the report to reflect the contents of the balance sheet: ● Double-click the heading title, type Great Outdoors Company, and click OK. ● On the Toolbox tab, drag the Block object under the Great Outdoors Company title. Repeat the steps to add a second block underneath the first. ● On the Toolbox tab, drag the Text Item object inside the first block object. When the Text dialog box appears, type balance sheet as at Dec 31, 2006, and click OK. ● Repeat the steps in the previous bullet to add a second text item object to the second block object. In the Text dialog box, type (with prior year comparative data), and click OK. ● Ctrl+click both block objects, and, using the toolbar, change the font to size 10 pt and center the text. 8. Change the currency format of the balance sheet: 34 Chapter 2: IBM Cognos 8 Examples ● In your report, under the 2005 Actual results in USD, under December, use Shift+click to select the whole column. ● Right-click the selection, click Style, and click Data Format. ● In the Format type list, select Currency. ● In the Properties pane, click the Currency property, and select $(USD) - United States of America. ● Click the No. of Decimal Places property, and then select 0. ● Click OK. 9. Use the pick up style button to repeat the previous step for the column under 2006: ● To copy all the formatting applied to the item, click the pick up style button, click the items that you want to format, and then click the apply style button . ● To copy only one of the formatting styles, click the down arrow to the right of the pick up style button and click the style that you want to copy. Then, click the item that you want to format and click the apply style button. ● If you want to make changes to a style that you copied, click the down arrow to the right of the pick up style button and click Edit Dropper Style. In the Style dialog box, specify basic and advanced style characteristics, and then click OK. 10. Change text formatting to reflect a standard balance sheet: ● Ctrl+click to select the entire row for each of Assets (total), Liabilities (total) and Equity (total). Using the toolbar, change the text to bold. ● Right-click Amount (year to date) and click Override Default Text. In the text box, type Year to date (USD $000’s), and click OK. ● Select Year to date (USD $000’s) and, using the toolbar, change the text to bold. 11. From the Run menu, click Run Report - HTML. Getting Started 35 Chapter 2: IBM Cognos 8 Examples For More Information For information about using Report Studio Express, see the Report Studio Express Authoring User Guide. Example - Create a Report Use Report Studio Professional authoring mode to create reports with complex layout, formatting, and report user interactions. Professional report authors generally create such reports, as they have a good knowledge of the data and tools. In this exercise, you will learn how to ● create a chart ● make the report interactive with prompts You are a business analyst for the Great Outdoors Company. You create a chart report in Report Studio Professional authoring mode to show the performance of returns over the last few years. You make the report interactive by adding a prompt. You will create a report that looks like the Report Studio sample Returns by Order Method - Prompted Chart in the GO Sales sample package. To perform this exercise, you must have the appropriate licensing and security permissions for this functionality. Things to Notice When you use Report Studio Professional authoring mode, data is not live. You must run the report to view data. You can view the XML report specification. 36 Chapter 2: IBM Cognos 8 Examples You can add multilingual capabilities. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click Create professional reports. 3. Click the GO Data Warehouse (analysis) package. 4. Click Create a new report or template, click Crosstab, and click OK. Tip: If you are in Report Studio Express, switch to Report Studio Professional for this example. From the View menu, select Authoring Mode, and click Professional. 5. Insert data in the crosstab zones: ● In the Insertable Objects pane, expand Sales and Marketing (analysis), Returned items, Return reason and Return reason. ● Drag Return reason to the Columns zone. ● In the Insertable Objects pane, expand Returned items and Returned items. ● Drag Return quantity to the Measures zone. ● In the Insertable Objects pane, expand Inventory, Product, and Product. ● Drag Product line to the Rows zone. 6. Click the run report button to run your report and verify the content. The report output appears in Cognos Viewer. Tip: To return to Report Studio, close the Cognos Viewer Web browser. 7. Insert another column in the report: ● In the Insertable Objects pane, expand Sales, Time dimension, and Time dimension. ● Drag Year to the column after the Return reason column. Getting Started 37 Chapter 2: IBM Cognos 8 Examples 8. Insert a chart in the report: ● In the Insertable Objects pane, click the Toolbox tab . ● Drag the Chart object below the crosstab. ● In the Insert Chart dialog box, in the Chart type pane, click the Column chart type, and click OK. ● Click the chart to select it, and in the Properties - Combination Chart pane on the left, in the Data properties, select the Query property. ● Select Query1 from the list. Tip: When you change the Query property to the query that you used for the crosstab, it becomes easier to find and reuse the same data items for the chart. ● In the Insertable Objects pane, click the Data Items tab . ● Drag Return quantity to the Default measure (y-axis) box, Product line to the Seriesbox, and Return reason and Year (separately) to the Category (x-axis) box. 9. Create a filter to exclude the Wrong product ordered return reason from the crosstab: ● In the crosstab, click the Return reason column heading. ● On the toolbar, click the filter button . ● Click the Detail Filters tab. ● Click the add button . 38 Chapter 2: IBM Cognos 8 Examples ● Define the following expression: [Return reason] not in ([Returned items].[Return reason].[Return reason].[Return reason]- >[all].[9003]) Tip: Insert items from the Available Components pane. The value 9003 is the code for the Wrong product ordered return reason. ● Click the validate button to validate your expression. ● Click OK twice. 10. Create a prompt page for the order method to allow users to filter data in the report and retrieve data only for the order method they select: ● Click the background of the work area to clear. ● From the Tools menu, click Build Prompt Page. ● Use Ctrl+click to select the Back and Next buttons, and the Double click to edit text prompt page title (that are automatically created) and delete them. ● In the Insertable Objects pane, click the Toolbox tab . ● Drag the Value Prompt object into the prompt page. The Prompt Wizard - Value Prompt dialog box appears. ● Click Next. ● Beside the Package item box, click the ellipsis (...) button. ● In the Choose Package Item dialog box, expand Sales and Marketing (analysis), Sales, Order method, and Order method dimension. ● Click the lowest-level Order method dimension, and then click OK. ● Click Next to accept the defaults, and click Finish. 11. Move the cursor over the Page Explorer between the Insertable Objects pane and the work area, and in Report Pages, click Page1 to return to the report page. Tip: Click the Prompt Pages folder title to remove or rename a page, or to edit properties. Getting Started 39 Chapter 2: IBM Cognos 8 Examples 12. Add a title to the report: ● Double-click the Double click to edit text title area, type Returns by Order Method, and click OK. 13. Save the report: ● From the File menu, click Save As. ● Name the report Returns by Order Method - Prompted Chart and click Save. 14. Run your report and verify the content: ● Click the run report button . ● In the Order method dimension drop down list, click E-mail and then click Finish. The report output appears in Cognos Viewer. 40 Chapter 2: IBM Cognos 8 Examples Try on Your Own ● Save the report as a template so you can create a new report with the same layout and include different data. Tip: From the File menu, click Convert to Template and then save the report with a new name. ● Change the chart background color. Tip: In the work area, click the chart. In the Properties pane, expand Color & Background, click Background Color, and click the ellipsis (...) button next to Background Color. ● View the XML specification for the report. Tip: From the Tools menu, click Show Specification. For More Information For information about using Report Studio, see the Report Studio Professional Authoring User Guide. Example - Manage an Event Use Event Studio to define business events or exceptional conditions in your data that require attention. Create agents to monitor your data and notify decision-makers in your organization of events as they happen, so that they can make timely and effective decisions. You create agents to perform tasks or deliver alerts when the data meets predefined thresholds. This exercise shows how to ● define business events ● define agent tasks Getting Started 41 Chapter 2: IBM Cognos 8 Examples ● review the status of events You are a business analyst for the Great Outdoors Company. You want to ensure that your customers are satisfied with the products and services that you provide. In particular, if products are returned, you want to investigate why, and ensure that you offer a replacement before your customers decide to shop elsewhere. Event Studio can notify you when a customer returns a product because it was defective, unsatis- factory, incomplete, or because the wrong product was shipped to them. You want to immediately send an email to your customer service department with details about the order and the customer, so that they can contact the customer. You will create an agent that looks like the Event Studio sample Returns Agent in the GO Sales (query) sample package. To perform this exercise, you must have the appropriate licensing and security permissions. Things to Notice The tasks that you need to perform to create an agent in Event Studio appear in the I want to... area in the left pane. By default, when you open Event Studio, you start with the first task, defining an event. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click Manage my events, and select the GO Sales (query) package. 3. Create the expression that defines the event: ● In the Insertable Objects pane, expand Returned items (query) and Returned items. ● In the Insertable Objects pane, expand Return reason. ● Use both Return quantity and Reason description to create the following expression: [Return quantity]>0 AND [Reason description] IN ('Wrong product shipped','Unsatisfactory product','Incomplete product','Defective product') Tip: Insert items from the Insertable Objects pane. To select from a list of possible values for the return reason, click the select values button . Move the values you want from the Select Value box to the Selected Items box and click OK. ● Click the validate button to validate your expression. Tip: You can also click Preview from the Actions menu to see the data retrieved from the data source. 42 Chapter 2: IBM Cognos 8 Examples You defined the expression that will notify you whenever a customer returns a product because it was defective, unsatisfactory, incomplete, or because the wrong product was shipped to them. 4. Create an email task to immediately send an email to your customer service department with details about the returned order and the customer so that they can contact the customer: ● In the I want to list, click Add a task and click Send an email. ● In the To box, type the email address for the customer service department. Tip: Since this example is for learning purposes, the agent will not actually run. Therefore, you can type any email address. ● In the Subject, type Products Returned. ● Above the Body box, click the insert table button and add four columns and two rows. ● Add information about returned products to the table as follows: Manually type in the text for the heading row of the table. As you add text to the table, delete the insert text... text from each cell. Drag objects from the Insertable Objects pane to the bottom row of the table. Tip: From the Insertable Objects pane, expand Returned items (query). Expand Order to find Order number; Product for Product name; Returned items for Return quantity, and Retailer site for Company name. Company NameQuantityProduct NameOrder Number [Company name][Return quantity][Product name][Order number] When the agent runs, the data item for each event is replaced by the current value in the package. ● Select the heading row and then click bold to make the column headings more prominent. Getting Started 43 Chapter 2: IBM Cognos 8 Examples 5. Set the execution rules so that a notification is sent for new events only: ● In the I want to list, click Manage the task execution rules. ● Click the Event Key tab. ● In the Insertable Objects pane, click the Source tab. ● Expand Sales (query), Order, and drag Order number to the Event key box. ● Click the Event Selection tab. ● Under Select when to perform this task, ensure that only the New events check box is selected. ● Click OK. 6. Set the schedule for when you want to the event to run: ● In the I want to list, click Schedule the agent. ● In the Set the schedule pane, under Frequency, click the By Day tab, and select Every 1 hour(s). ● Click OK. 7. Save the agent as Returns Agent. Each hour, the agent runs and the next time a customer returns a product, an email is sent to the customer service department with information about the order. Try on Your Own ● Attach the event list to the email. An event list shows the events that the agent processed. In this example, the event that we defined is when a customer returns a product. 44 Chapter 2: IBM Cognos 8 Examples Tip: In the summary area, click the Products Returned email task. Below the Body box, click Attach, and then click Attach the event output. For More Information For information about creating agents, see the Event Studio online help. Example - Monitor Performance With Metric Studio, you can track the performance of your organization against its goals and objectives. At a quick glance, decision makers at every level of the organization can see the current status of the organization, and then react or plan. A metric is an indicator of key measures that compares actual results to targets. A metric also records who is responsible for the results and the impact of the metric. A scorecard is a collection of performance metrics and projects that reflects the strategic goals of a unit in an organization. This exercise shows how to ● review a strategy map for a visual representation of the strategy and the objectives of that strategy for an organization ● review and understand the performance of a metric on a scorecard ● create an action on a metric ● add a metric to your watch list You are a sales manager for a region for the Great Outdoors Company. You regularly look at a scorecard that contains metrics about your sales area. The metrics give you an instant idea of how the current sales compare to the sales targets set by the company. Return quantity is one of the metrics. To perform this exercise, you must have the appropriate licensing and security permissions for this functionality. Things to Notice Metrics appear as either Poor (red), Average (yellow), or Excellent (green). For each metric, you can see whether the trend is improving, staying the same, or getting worse. When you move your pointer over the title of a metric, you see a history chart that shows the per- formance of the metric. A flyout menu extends when you pause your pointer over a metric or a diagram. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 Getting Started 45 Chapter 2: IBM Cognos 8 Examples 2. In the IBM Cognos 8 Welcome page, click Manage my metrics, and select the GO Metrics package. 3. View the strategy map: ● On the left pane, click the Scorecards tab, and click the GO Consolidated scorecard. ● On the right pane, click the Diagrams tab. In the GO Strategy map, notice how you can quickly evaluate the performance of each of the goals of the organization. The large indicators show the status for a specific strategy. The smaller indicators that appear below a strategy show the trend. The values for metrics that are not performing well appear in red. Status and trend indicators that appear in red indicate possible problem areas. For example, in the Production & Distribution function of the strategy map, in the Control product quality metric, the value for Return quantity % is red, which shows a poor performance metric. 4. Explore the scorecard: ● On the left pane, click the down arrow beside GO Metrics and click GO Metrics on the list. ● Click the Scorecards tab. ● On the left pane, click Scorecards. 46 Chapter 2: IBM Cognos 8 Examples ● Expand the GO Consolidated scorecard. You see that the Great Outdoors Company has scorecards for each of the four functions of the company: Finance, Sales and Marketing, Production and Distribution, and Human Resource. ● Expand the Production and Distribution scorecard, and click Asia Pacific. ● Click the Metrics tab. All the metrics associated with the Asia Pacific region are shown. Notice that the Asia Pacific Return by reason % Wrong product ordered metric is red. You may want to explore this metric further to see what might be causing this trend. ● Click the Asia Pacific-Return quantity % and click the Diagrams tab. ● Expand the metrics in the diagram by clicking the arrow to the left of the Asia Pacific- Return by reason %-Failed Orders metric. You can see what data is in the Return quantity % metric. You can also see which return reason has a critical issue. ● Pause your pointer over Asia Pacific-Return quantity % to see more information about that metric. Getting Started 47 Chapter 2: IBM Cognos 8 Examples ● In the left pane, in the Production and Distribution scorecard, click Asia Pacific, and then click the Metrics tab to view the metric related to return quantity. Notice that the status of Asia Pacific-Return by reason %-Wrong product ordered metric is poor. 5. Click the Asia Pacific-Return by reason %-Wrong product ordered metric. In Metric Studio, the tabs represent the questions you might ask yourself, as you try to solve a problem or understand a piece of information. 6. On the right pane, click the History tab, and click List. The information on the History tab answers the question "When?". You see the actual and target values for the metric data for previous periods. You also see quarterly and yearly sum- maries. 48 Chapter 2: IBM Cognos 8 Examples 7. Explore the information available for the Asia Pacific-Return by reason %-Wrong product ordered metric: ● Click the Reports tab. The information in the Reports tab answers the question "What?" by providing more details about a metric. Metric authors link reports to a metric to help illustrate the reasons for the status of the metric, and to help you solve issues related to the performance of a metric. ● Click the Diagrams tab. The information on the Diagrams tab helps you understand the question "How?" by comparing your metric with other metrics. Impact diagrams show the relationships between the Return by reason % metric and other metrics. ● Click the Details tab. The information on the Details tab helps you understand your business and the metrics that you are monitoring. On this tab, you see a description of the metric, how the metric is calculated, who owns the metric, and whether a metric is impacted by other metrics. 8. Create an action for one of your business analysts to have her investigate the performance of product returns: ● Click the Actions tab. ● Click the new action button . Tip: You need to select a metric to see the action button. Getting Started 49 Chapter 2: IBM Cognos 8 Examples ● In the Name box, type Kazumi Uragome, the person who will own the action. ● In the Description box, type Please investigate to let Kazumi know what to do. ● Beside the Planned Finish box, click the calendar icon, select a date one week from today, and then click OK. Tip: You may need to scroll down to see the Planned Finish box. 9. Add the Asia Pacific-Return reason %-Wrong product ordered metric to your watch list so that you can easily monitor it in the future: ● In the left pane, in the Production and Distribution scorecard, click Asia Pacific, and click the Metrics tab. ● Click the Asia Pacific-Return reason %-Wrong product ordered metric. ● On the upper toolbar, click the add to watch list button . ● In the left pane, click My Folders and click Watch List. The Asia Pacific-Return by reason %-Wrong product ordered metric appears in your watch list. Try on Your Own ● Add a comment to the metric to communicate information to users of the metric. Tip: Beside the metric, in the comment column, click the ellipsis (...) button. After you add a comment, a comment icon appears. ● Add an email notification so that you will be notified when the metric changes. Tip: Beside the metric, click the email alerts button . The email alerts button changes to show that email alerts is now turned on. You can also specify when and how often you receive email notification about changes to metrics in the watch list, by changing the email alerts properties. ● Filter the scorecard according to the status of the metrics. Tip: On the Metrics tab, in the Filter box, select the status or trend that you want. For More Information For more information about using scorecards, see the Metric Studio online help. 50 Chapter 2: IBM Cognos 8 Examples Example - Create an Analysis In Analysis Studio, you can manipulate items in your data interactively so that you can identify and understand the problems and issues in your business. In this exercise, you will learn how to ● drill down ● create a top filter ● create a summary calculation ● create a crosstab and a chart You are a business analyst for the Great Outdoors Company. You want to further analyze the returns business items to find out where and why products are the most frequently returned, and that have the biggest impact on the company’s profit. To perform this exercise, you must have the appropriate licensing and security permissions. Things to Notice The items and measures that you can add to your analysis appear in the data tree in the left pane. The overview area above the work area is a convenient place to quickly explore and change the contents of your analysis. You manipulate rows and columns, drill up or down, and provide context for the work area. Analysis Studio uses sets, which are collections of similar items. You manipulate items by applying actions to sets. You can sort, filter, and nest sets. You can also save custom sets and view subtotals for your sets. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click Analyze my business. 3. Click the Sales and Marketing (cube) package. 4. Click Blank Analysis, and click OK. 5. Insert data in the crosstab: ● In the Insertable Objects pane, expand Measures and drag Returns to the Measure zone or to the upper-left corner of the work area. ● Drag Products to the Rows zone. ● Expand the Time folder, and Time, and multiselect all four years (2004, 2005, 2006, 2007). Getting Started 51 Chapter 2: IBM Cognos 8 Examples ● Drag all four years to the Columns zone. You now see the returns for all the product brands over a four year span. The total number of returns is visible in the Total column. Notice that the year 2007 is not a complete year of data. 6. Filter the top ten product brands based on their total returns over the last four years: ● In the overview area, right-click Products and click Down a Level. The overview area is located above the work area. You can use the overview area as a convenient place to quickly explore and change the contents of the work area. The overview area shows any applied filters and sorting. ● Repeat the previous step to see a list of all individual products. ● In the overview area, right-click Products (depth 3), select Top or Bottom, select Top, and then click 10. You see that the top ten products are now the only products in the crosstab. Tip: To use a specific product name rather than having to drill down multiple layers, in the Insertable Objects pane, navigate to the product that you want. Select the product you want, and in the Information pane, drag the level name into the crosstab. 7. Create a summary calculation to see what the average returns are per year for the top ten products: ● In the overview area, right-click Time (list), select Summarize, and then click Average (Time (list)). The Average (Time (list)) summary is added to the crosstab. This summary shows the average number of returns over the fours years in the crosstab. 8. View your analysis as a chart to see if there is a trend or spike in any of the top ten returns: ● From the View menu, select Select Chart Type, select Line Chart, and then click Standard. Take note of the top ten products with the highest returns. There may be some products, like Single Edge, that are anomalies. You may want to exclude them from your analysis, 52 Chapter 2: IBM Cognos 8 Examples or you may decide that you need to be comparing returns to other metrics; such as quantity sold or gross profit. 9. Change the top ten definition to filter on year 2007 to give you the most recent data for product returns. As stated earlier, notice that the year 2007 is not a complete year of data. ● In the overview area, right-click Products (depth 3), select Top or Bottom, select Top, and then click Custom. ● In the Define top or bottom filter pane, from the For column list, select 2007. By specifying 2007 in the top definition, you change the filter context to focus on the highest top ten returns for the year 2007. In addition, you see the other years in the crosstab, to give you some additional historical information. Tip: In the definition, you can specify the number of items you want by number, percentage, or sum. ● Click OK. Notice that Cat Eye has the highest number of returns. The list also includes Inferno and Zone. Tip: In the overview area, using the Time (list) column, you can also filter on 2007. The data returned when using this filter will be different than setting the 2007 context in the Getting Started 53 Chapter 2: IBM Cognos 8 Examples top definition. Only 2007 data will appear in the crosstab, instead of including the historical data. You can use this type of filter to help you analyze your data to find more information. 10. Look at the top ten products with the highest gross profit to see whether they include any of the products with the highest returns, which might impact the company’s bottom line: ● You can change the Context filter section of the overview area. When you do this, the values shown for the selected set also change. If you want the applied settings to ignore context changes, you can preserve the context of the selected set. At the bottom of the work area is a properties pane. Click the up arrows to open the pane. Click Definition, Hold Current Context, and click OK. Notice that a pin icon appears in the overview area. ● Drag the Gross Profit measure to the Measure zone in the crosstab. Your top ten definition is automatically updated. Analysis Studio uses dynamic context by default, so that any changes you make in the crosstab are reflected in your analysis. Notice that Cat Eye doesn’t appear in the top ten products with the highest gross profit. However, the product Inferno has the second highest gross profit. Returns of Inferno will really impact the bottom line, since it contributes so much more than the other products to gross profit. 54 Chapter 2: IBM Cognos 8 Examples 11. Save the analysis as Returns vs Gross Profit over Time. Try on Your Own ● For report formatting and layout control, edit the report in Report Studio. With Report Studio, you can extend the report definition to include other reporting elements, or enhance the report by defining bursting rules. To use Report Studio, you must have the appropriate licensing and security permissions. Tip: From the File menu, click Open in Report Studio. After you save an analysis in Report Studio, you can no longer edit the analysis in Analysis Studio. For More Information For information about using Analysis Studio, see the Analysis Studio online help. Example - Work with IBM Cognos Content in Microsoft Excel You use IBM Cognos 8 Go! Office to access IBM Cognos content in Microsoft Excel where you can work with and add value to existing IBM Cognos reports, apply calculations, and use your existing Microsoft Excel macros. When you reconnect to the IBM Cognos server, you can refresh the data to obtain the latest information. You can also import content into Microsoft PowerPoint and Microsoft Word. IBM Cognos security is maintained in your Microsoft Office environment. For example, if you share a Microsoft Excel workbook with coworkers, when they connect to the IBM Cognos server to retrieve or refresh data, their security permissions retrieve the appropriate data. This exercise shows how to ● import IBM Cognos content into a Microsoft Excel workbook ● refresh data ● publish a workbook to IBM Cognos Connection You want to import the information from the two Query Studio sample reports named Return Quantity by Product Line and Return Quantity by Product Line Chart into Microsoft Excel. To perform this exercise, you must have the appropriate licensing and security permissions. IBM Cognos 8 Go! Office as well as the .NET framework must be installed and configured on your computer. Things to Notice You use IBM Cognos 8 Go! Office to import IBM Cognos report elements, such as headers, footers, images, lists, and charts in your Microsoft Excel workbook. You can import elements from different reports into the same workbook. When you save your workbook, you can save it with or without data. Getting Started 55 Chapter 2: IBM Cognos 8 Examples You can publish workbooks to IBM Cognos Connection so that other users can access them. Steps 1. Start Microsoft Excel. The IBM Cognos 8 pane appears on the right side. 2. To begin using IBM Cognos 8 Go! Office, on the toolbar, click the Logon button, select the server that you want to connect to, type your user ID and password, and click OK. 3. In the IBM Cognos 8 pane, click IBM Cognos 8 Go! Office. 4. Import the Return Quantity by Product Line and Return Quantity by Product Line Chart report elements in the workbook: ● In the IBM Cognos 8 pane, click the Browse Content tab. ● Expand Public Folders, GO Data Warehouse (analysis), Query Studio Report Samples, and click Returns by Product Type. ● Click Import content. You can select the specific report elements that you want to import. ● Click Finish. ● Repeat the steps for the Return Quantity by Product Line Chart report. 56 Chapter 2: IBM Cognos 8 Examples The reports appear in the workbook. 5. Refresh the data in the report: ● In the IBM Cognos 8 pane, click the Manage Data tab. In the Imported report elements box, you can see all the elements in your workbook and their properties. ● Right-click the report and click Refresh Data and Formatting. Because the sample database is static, the report contents do not actually change. 6. Publish the workbook to My Folders in IBM Cognos Connection: ● Save the workbook on your computer. Tip: To save the workbook without data, right-click the report and click Remove Data. You can refresh all data later. ● From the IBM Cognos 8 for Microsoft Office toolbar, click the publish button . ● In the Publish dialog box, select the IBM Cognos 8 server where you want to save the report, and click Publish. The workbook now appears in IBM Cognos Connection. To open a workbook from IBM Cognos Connection, select it and save it locally to your disk. Getting Started 57 Chapter 2: IBM Cognos 8 Examples For More Information For information about working with IBM Cognos content in Microsoft Office, see the IBM Cognos 8 Go! Office online help. Example - Search for Business Intelligence Content In IBM Cognos Connection, you can perform full-text searches with IBM Cognos 8 Go! Search to find entries that contain your keywords. When you run a search, IBM Cognos 8 Go! Search searches entries in the index for matching prompts, titles, headings, column names, row names, data items, and other key fields. Searches are not case-sensitive and automatically include word variations. You can also limit your search to a specific type of entry, such as an agent. The search results are ranked with the most relevant content at the top of the list. IBM Cognos 8 security settings apply to search results so that only content that you have access to appears in the search results. This exercise shows how to ● search all the business intelligence content stored in the content store for entries related to returns ● work with the search results You want to search all the content to find other entries that relate to returns of Great Outdoors Company products. To perform this exercise, you must have the appropriate licensing and security permissions. Also, IBM Cognos 8 Go! Search must be installed. Steps 1. Open IBM Cognos Connection: ● Start your Web browser. ● In the address bar, type the URL supplied by your administrator, and then press Enter. The URL looks something like this: http://servername/cognos8 2. In the IBM Cognos 8 Welcome page, click IBM Cognos content. 3. In the IBM Cognos Connection Search box, type returns. 4. Entries that match the search criteria, and that you have permissions to view, appear in the search results. To the left of the results, a tree appears that allows you to refine your search. 5. Refine the search: ● In the tree, expand Orders and Returned items. ● Click Return quantity. The search results now show only entries that contain the Return quantity measure. 58 Chapter 2: IBM Cognos 8 Examples Tip: To remove the search filter, under Selected items, delete the specific criteria you want, or click Remove all. Try on Your Own Perform a new search and limit your search results to only agent entries. Tip: Click New search, click Advanced, and in the Type box, click Agent. Click Search. For More Information For information about searching for business intelligence content, see the IBM Cognos 8 Go! Search User Guide. Getting Started 59 Chapter 2: IBM Cognos 8 Examples 60 Chapter 2: IBM Cognos 8 Examples Glossary agent The object type created and edited by Event Studio. An agent contains the event condition and the associated tasks to perform. Once defined, an agent can be scheduled to check for instances of the event. analysis A process where a user interacts with data to gain insight and understanding. In IBM Cognos 8, Analysis Studio is designed to facilitate analysis. authentication The process of verifying the identity of users when they log on. Users must be authenticated before they can be authorized to use any secured resources. burst To create many report results by running a single report once. For example, you can create a report that shows sales for each employee, and run it once, sending different results to regional managers by bursting on region. You set up bursting in Report Studio and enable it in the portal. condition An expression that yields a boolean value. Conditions are used in query expressions, query filters, and boolean report variables that can be used for conditional formatting, styles, data sources, layouts and blocks. Content Manager The IBM Cognos 8 service that manages the storage of customer applications, including application- specific security, configuration data, models, metrics, reports, and report output. Content Manager is needed to publish models, retrieve or store report specifications, manage scheduling information, and manage the Cognos namespace. content store The database that contains data that IBM Cognos 8 needs to operate, such as report specifications, published models, and the packages that contain them; connection information for data sources; information about the external namespace, and the Cognos namespace itself; and information about scheduling and bursting reports. Design models and log files are not stored in the content store. The IBM Cognos 8 service that uses the content store is named Content Manager. Getting Started 61 custom set A custom set allows you to save the filter rules, calculations, and sort that defines a set created in Analysis Studio. Custom sets are listed in the Analysis Items tab and are saved as part of the analysis. See also set, predefined set, and analysis. data tree Within a studio, contains objects such as query subjects, query items, dimensions, levels, and members. A data tree is used as a palette of the available data that can be inserted into calculations, filters, display areas, and other authoring gestures. drill down In IBM Cognos Planning, drill down is a technique used to analyze D-Cube data that was imported by a D-Link. You can drill down on any single cell in a D-Cube. If the cell contains data transferred by a D-Link, drill down opens a view of the source data. If the data was imported from another D- Cube, drill down opens the appropriate selection from the source D-Cube. If the data was imported from an external source (a mapped ASCII file or an ODBC database), drill down extracts the relevant data from the source file and displays it in a special drill-down results dialog box. In IBM Cognos 8 BI, drill down refers to the act of navigating from one level of data to a more detailed level. The levels are set by the structure of the data. See also drill up. drill up The act of navigating from one level of data to a less detailed level. The levels are set by the structure of the data. See also drill down. event An exceptional item of data, defined by specifying a query expression against items in a package. When data is detected matching the event condition, it causes an agent to perform tasks. event key A combination of data items that uniquely defines an event instance. Identifying an event instance enables the agent to determine if it is new, ongoing or stopped. The task execution rules then determine which tasks to execute for each instance. information pane In Analysis Studio, a pane that helps you to confirm your selection in the data tree by displaying related information such as the level and attributes. layout In reporting, layout defines the appearance of the report, including formatting, style, and design. In report specifications, layout is the portion of the specification that defines how the data returned by queries is presented. 62 Glossary metric A measure to assess performance in a key area of a business. model A physical or business representation of the structure of the data from one or more data sources. A model describes data objects, structure, and grouping, as well as relationships and security. In IBM Cognos 8 BI, a design model is created and maintained in Framework Manager. The design model or a subset of the design model must be published to the IBM Cognos 8 server as a package for users to create and run reports. In IBM Cognos Planning, a model is a group of D-Cubes, D-Lists, D-Links, and other objects stored in a library. A model may reside in one or more libraries, with a maximum of two for Contributor. namespace For authentication and access control, a configured instance of an authentication provider. Allows access to user and group information. In XML, a collection of names, identified by a URI reference, which are used in XML documents as element types and attribute names. In Framework Manager, namespaces uniquely identify query items, query subjects, and so on. You import different databases into separate namespaces to avoid duplicate names. package A subset of a model, which can be the whole model, to be made available to the IBM Cognos 8 server. For Metric Studio users, see metric package. portlet A mechanism for displaying Web content as part of a portal page. properties pane Within a studio, the properties pane provides an overview of the properties for selected data. You can also use the properties pane to make several changes and apply them at the same time, instead of repeating several different commands. publish In IBM Cognos 8 BI, refers to exposing all or part of a Framework Manager model or Transformer PowerCube, via a package, to the IBM Cognos 8 server, so that it can be used to create reports and other content. In IBM Cognos Planning, refers to a function that is used to copy the data from Contributor or Analyst to a datastore, typically so it can be used for reporting purposes. query A specification for a set of data retrieved from a data source. A report specification can contain one or more queries. Getting Started 63 Glossary In Query Studio, the type of object created and edited. A query is a subtype of report. In Transformer, models can contain multiple queries as data sources. A query or data source appears as a cylinder icon in the Data Sources list. query item A representation of a column of data in a data source. It contains a reference to a database column, a reference to another query item, or a calculation. Query items may appear in a model or in a report. query subject One of the types of objects inside a model. A query subject can be defined as a collection of references to items of other query subjects, or expressed as an SQL expression that represents selected query items. These query items will be retrieved from objects such as tables, synonyms, views, and so on. Query subjects contain query items. report A set of data deliberately laid out to communicate business information. Depending on the context, "report" may refer to report specification or report output. Report (more precisely, report specification) is the generic term for the objects created or edited by Query Studio, Report Studio, and Analysis Studio. report output Report output combines data at the point in time when the report was run with a report specification. It is a document that can be displayed, printed, or emailed. IBM Cognos 8 can produce report outputs in HTML, PDF, Excel, or CSV formats. report specification The definition of queries, prompts, layouts, and styles that make up a report. A report specification is combined with data by a run operation to create report outputs. You create report specifications by using Report Studio, Query Studio, Analysis Studio, or through the Software Development Kit. report view A reference to another report that has its own properties, such as prompt values, schedules, and results. You use report views to share a report specification instead of making copies of it. scorecard A collection of metrics representing the performance of one unit or aspect of an organization. scorecard structure The hierarchy of scorecards that reflects how an enterprise organizes its metrics. 64 Glossary set A collection of related items or members. Members in the set may be selected by one or more filter rules or by selecting specific members. See also specific set definitions (detail-based set, selection-based set, and so on). strategy In performance management, a strategy is a set of objectives. It states what the organization wants to accomplish over the next three to five years. strategy map In Metric Studio, a strategy map is a visual representation of the strategy and the objectives of that strategy for an organization. For example, a strategy map may show employees how their jobs are aligned to the overall objectives of the organization. summary In reporting and analysis, summaries are aggregate values that are calculated for all the values of a particular level or dimension. Examples of summaries include total, minimum, maximum, average, and count. task An action performed by an agent if the event status meets the task execution rules. For example, an agent can send an email, publish a news item, or run a report. template A reusable report layout or style that can be used to set the presentation of a query or report. watch list A list of metrics that each user has chosen to monitor closely. If notification is enabled in Metric Studio, the user will receive email notification of changes to these metrics. Users can also choose to display their watch list as a portlet within IBM Cognos Connection. work area The area within a studio that contains the report, analysis, query or agent currently being used. Getting Started 65 Glossary 66 Glossary Index A accessing IBM Cognos content, 55 ad hoc reports, 10 administering IBM Cognos 8, 17 agents, 11 definition, 61 examples, 41 monitoring, 11 agent views, 16 analyses Analysis Studio, 12 creating, 51 definition, 61 examples, 51 Analysis Studio, 12 examples, 21, 51 analyzing data in Analysis Studio, 51 authentication definition, 61 automating IBM Cognos 8, 18 B bursts definition, 61 C charts creating in Report Studio, 36 Cognos Viewer, 21 components of IBM Cognos 8, 9 conditional formatting applying in Query Studio, 29 conditions defining in Event Studio, 41 definition, 61 content adding to portal pages, 26 Content Manager definition, 61 content store definition, 61 copyright material printing, 7 creating multidimensional models, 13 portal pages, 21 queries, 21 reports, 21 statement-style reports, 21 crosstabs creating in Analysis Studio, 51 CSV report outputs, 16 customer support contacting, 5 custom sets definition, 61 D data trees definition, 62 documentation related information, 5 drill down, 51 definition, 62 example, 21 drill through, 16 example, 21 drill up definition, 62 example, 21 E entries searching, 58 Getting Started 67 event keys definition, 62 events definition, 62 managing, 41 monitoring, 11 See Also agents Event Studio, 11 examples, 21, 41 examples, 21 analyzing data in Analysis Studio, 51 creating a query using Query Studio, 29 creating a report in Report Studio, 36 creating a statement-style report in Report Studio Express, 33 creating portal pages, 26 IBM Cognos 8 Go! Office, 55 managing events in Event Studio, 41 monitoring performance using Metric Studio, 45 running reports, 21 scheduling reports, 24 Express authoring mode, 11, 33 F filters creating in Analysis Studio, 51 creating in Report Studio, 36 finding business intelligence content, 12, 58 information, 7 formatting conditional, 29 Framework Manager, 15 G Go To links, 16 H help getting, 7 related information, 5 HTML report outputs, 16 I IBM Cognos 8, 9 Adaptive Analytics, 5 Adaptive Warehouse, 5 components, 9 Controller, 5 Go! Office, 12 Go! Search, 12 importing into Microsoft Excel, 55 importing into Microsoft PowerPoint, 55 importing into Microsoft Word, 55 samples, 21 workflow, 13 Workforce Performance, 5 IBM Cognos 8 Go! Office examples, 21 working with IBM Cognos content, 55 IBM Cognos 8 Go! Search, 58 examples, 21 searching for business intelligence content, 58 IBM Cognos Administration, 17 IBM Cognos Connection, 10 creating portal pages, 26 examples, 21, 24, 26 running reports, 21 scheduling reports, 24 IBM Cognos Planning, 5 Analyst, 5 Contributor, 5 integrating with IBM Cognos 8, 18 IBM Cognos PowerPlay for Windows integrating with IBM Cognos 8, 18 IBM Cognos Resource Center, 7 IBM Cognos Series 7 integrating with IBM Cognos 8, 18 information finding, 7 information panes definition, 62 integrating other IBM Cognos products with IBM Cognos 8, 18 international solution, 17 L languages, 17 68 Index layouts definition, 62 linking reports, 16 M managed reports, 10 managing reports, 16 Metric Designer, 15 metrics, 11 definition, 62 examples, 45 Metric Studio, 11 examples, 21, 45 monitoring performance, 45 Microsoft Excel, 12 importing IBM Cognos 8 content, 55 report outputs, 16 Microsoft PowerPoint importing IBM Cognos 8 content, 55 Microsoft Word, 12 importing IBM Cognos 8 content, 55 models, 15 definition, 63 monitoring agents, 11 events, 11 multidimensional models creating in Transformer, 13 multilingual solution, 17 My Folders, 16 N namespaces definition, 63 O organizing entries in the portal, 16 outputs, 16 P packages, 15 definition, 63 PDFs report outputs, 16 performance monitoring using Metric Studio, 45 permissions, 17 required for samples, 21 personalizing agents, 16 portal pages, 17, 26 reports, 16 planning data integrating with IBM Cognos 8, 18 portal pages, 17 examples, 26 portals, 10 portlets, 17, 26 definition, 63 printing copyright material, 7 Professional authoring mode, 10, 36 prompts creating in Report Studio, 36 properties panes definition, 63 Public Folders, 16 publishing definition, 63 Q queries definition, 63 examples, 29 query items definition, 64 Query Studio, 10 examples, 21, 29 query subjects definition, 64 quick tours using, 7 R related documentation, 5 report outputs, 16 definition, 64 reports, 18 advanced, 10 creating, 29 definition, 64 Getting Started 69 Index managing, 16 running, 21 scheduling, 24 statement-style, 10 report specifications, 15 definition, 64 Report Studio, 10 examples, 21, 33, 36 Express authoring mode, 11 Professional authoring mode, 10 report views, 16 creating, 24 definition, 64 running reports, 21 S samples IBM Cognos 8, 21 permissions required, 21 scheduling, 18 reports, 24 scorecards, 11 definition, 64 examples, 45 scorecard structures definition, 64 SDK, 18 searching business intelligence content, 12, 58 in IBM Cognos 8 content, 58 security, 17 sets definition, 64 software development kit, 18 statement-style reports creating in Report Studio, 33 strategies definition, 65 strategy maps definition, 65 summaries definition, 65 support contacting, 5 T tasks definition, 65 templates applying in Query Studio, 29 definition, 65 Transformer, 13, 15 W watch lists, 45 definition, 65 work areas definition, 65 workflow, 13 X XML report outputs, 16 report specifications, 15 70 Index
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