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COGNOS Report Studio
User Guide
December 2011 Revised
Cognos Report Studio User Guide
1 December 2011
For additional information regarding Cognos policies and access, or modifications to the ODS, contact the Business Intelligence Team at [email protected] For technical assistance, contact the Help Desk at 330-672-HELP (4357) or support.kent.edu. Additional Cognos training materials are available at www.kent.edu/is/training.
~~~~~~~~~~~~~~~~~~~~ Copyright Notice ©2011 This information is provided by the Division of Information Services, Kent State University and is proprietary and confidential. These materials are made available for the exclusive use of Kent State University employees, and shall not be duplicated, published or disclosed for other purposes without written permission.
mailto:[email protected] http://support.kent.edu/ http://www.kent.edu/is/training
Cognos Report Studio User Guide
2 December 2011
Contents Introduction .............................................................................................................................................. 3
Navigating Cognos Connection and Report Studio ................................................................ 4
Cognos Connection ........................................................................................................................... 4
Opening Report Studio ................................................................................................................... 5
Exploring Report Studio ................................................................................................................. 8
Building a Report .................................................................................................................................... 9
Adding Data Items ............................................................................................................................ 9
Adding a Title .................................................................................................................................... 10
Changing Column Name .............................................................................................................. 12
Adding a Filter ................................................................................................................................... 14
Building a Prompt Page ................................................................................................................ 20
Grouping .............................................................................................................................................. 26
Aggregation ........................................................................................................................................ 28
Formatting Aggregation ................................................................................................................ 31
Saving a Report ................................................................................................................................ 34
Cognos Report Studio User Guide
3 December 2011
Introduction
The purpose of this training guide is to introduce you to Report Studio. The course objectives are:
Identify key areas in Cognos Consumer Access Report Studio Explore Report Studio Build and format queries in Report Studio
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4 December 2011
Navigating Cognos Connection and Report Studio
Cognos Connection Cognos Connection is where you will begin when you open Cognos; consider it your home page or main menu.
1. Click on the Report Studio link to start a new report 2. The Kent State ODS Packages folder contains packages created by Kent State University 3. The SunGard ODS Packages folder contains packages created by SunGard Higher
Education
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Opening Report Studio
Follow these steps to open Report Studio: 1. Click the Launch link in the upper-right hand corner of the screen 2. Click on the Report Studio link
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3. Cognos remembers packages that you have accessed.
a. If you have accessed the package in the past, select it by clicking on the link on the top of the screen. Report Studio will open automatically.
b. If you have not accessed the package in the past, select it by clicking on the folder on the bottom of the screen. Only select the Kent State ODS Packages or SunGard ODS Packages folders.
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4. A new window will open. Click on the Create a new report or template link
5. Click the List Report link 6. Click the OK button
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Exploring Report Studio
1. The Toolbar contains many formatting icons 2. The Insertable Object Pane contains Query Subjects and Query Items (aka Data Items)
that you can drag and drop into the Work Area 3. The Explorer Bar contains three areas, Page Explorer, Query Explorer and Condition
Explorer 4. The Work Area is where items from the Insertable Objects Pane are added to create a
report 5. There are three tabs; Source Tab, which is the package, Data Items Tab is used to
display only the Data Items in the report and Toolbox Tab contains items to build and format reports, such as tables, prompts and text items.
6. The Properties Pane is used to change properties of data items
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Building a Report
The next section contains information on how to build a report. The formatting options that will be covered in this section include inserting data items, adding a title, changing column names, adding filters and prompts, grouping and aggregation.
Adding Data Items There are two methods for adding data items to a report; double click or drag and drop.
Follow these steps to add data items to a report: 1. Double click on the data item to insert it into the report. If there are data items in the
report, the data item will be added to the right of a selected column. 2. To drag a drop a data item, click on the item from the Insertable Objects Pane and drag
it to the right of where the item should be placed. NOTE: The item is in the correct spot when the thin line starts flashing.
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Adding a Title Report Studio allows the user to add and format the report title.
Follow these steps to add and format a report title: 1. Double click in the title area of the report
2. A Text Box will open - enter the title of the report 3. Click OK
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4. Select the Change Font Color Icon to change the color of the color of the report title
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Changing Column Name Sometimes the data item name does not look professional or is easy to understand. Use the Properties Pane to customize the column heading.
Follow these steps to change the column heading: 1. Click the column heading to be changed 2. Select Source Type under the Text Source section of the Properties Pane 3. Select Text
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4. The column heading will change to a message indicating that you will need to double click to edit the text
5. A Text box will open; enter the new column heading and click OK. 6. Continue through the column headings as necessary
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Adding a Filter Adding a filter to a report will aid in assuring that the results retrieved include or omit certain parameters, such as an academic period. The author can build their own filter, but pre-defined filters may be available as well.
Follow these steps to add a pre-defined filter: 1. Scroll through the Insertable Objects Pane, open the Filters folder 2. Double click on the filter
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2. A message will appear stating that the pre-defined filter has been added 3. Click OK
4. To view the filter, click on the Query Explorer and select Query 1
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5. The filter can be viewed under the Detail Filters Pane
Follow these steps to create a filter:
1. Click on the Create New Filter icon
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2. The Create Filters window will open
3. Click the Create New Filter icon
4. If the data i
