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  • IBM Cognos 10 Introduction to Report

    Studio and Cognos Workspace Advanced

    Training Guide

    CAROL OLSEN & ASSOCIATES, INC.

    11/16/2012

  • While every attempt has been made to ensure that the information in this document is

    accurate and complete, some typographical or technical errors may exist. Carol Olsen &

    Associates, Inc. cannot accept responsibility for any kind of loss resulting from the use of this

    document. Carol Olsen & Associates, Inc. is not an authorized Cognos partner\reseller. Cognos

    and all Cognos product names are registered trademarks of Cognos Corporation.

    Material contained in this document is intended for the general information of employees attending this course.

    ©2006-2012, Carol Olsen & Associates, Inc.

    All rights reserved.

    No part of this publication may be reproduced in any form or by any means without prior

    permission of Carol Olsen & Associates, Inc.

    Updated November 2012

    Updated December 27, 2012

    Updated November, 2014

    Updated January 29, 2015

    Updated April 20, 2015

    Updated December, 2015

  • Table of Contents Preface .......................................................................................................................................... 13

    Course Setup ............................................................................................................................. 13

    Course Data ............................................................................................................................... 14

    Course Structure ....................................................................................................................... 14

    Course Goals ............................................................................................................................. 15

    Who Should Attend? ................................................................................................................. 15

    Prerequisites ............................................................................................................................. 15

    How to Use This Guide .............................................................................................................. 15

    Chapter 1: What is IBM Cognos 10? ............................................................................................. 16

    Objectives.................................................................................................................................. 16

    What is IBM Cognos 10? ........................................................................................................... 17

    What are Studios? ..................................................................................................................... 18

    Report Studio Overview ............................................................................................................ 19

    Query Studio Overview ............................................................................................................. 20

    Analysis Studio Overview .......................................................................................................... 21

    GO Office ................................................................................................................................... 22

    What’s New – New Products in IBM Cognos 10 ....................................................................... 23

    Cognos Workspace .................................................................................................................... 24

    Cognos Workspace Advanced ................................................................................................... 25

    Statistics .................................................................................................................................... 26

    Demo 1-1: Create a Folder ........................................................................................................ 27

    Summary ................................................................................................................................... 28

    Chapter 2: IBM Cognos Connection Quick Review ....................................................................... 29

    Objectives.................................................................................................................................. 29

    Best Practices ............................................................................................................................ 30

    Run a Report ............................................................................................................................. 31

    Run with Options ...................................................................................................................... 32

    Report Views ............................................................................................................................. 33

    Chapter 3: Introduction to Cognos Workspace Advanced ........................................................... 34

  • Objectives.................................................................................................................................. 34

    Why IBM Cognos 10? ................................................................................................................ 35

    What is Cognos Workspace Advanced ..................................................................................... 36

    Why Use Cognos Workspace Advanced ................................................................................... 37

    Developing Data Models for IBM Cognos 10 ............................................................................ 38

    Framework Manager ................................................................................................................ 39

    Packages .................................................................................................................................... 40

    Cubes ......................................................................................................................................... 41

    Relational Package Model Components ................................................................................... 42

    Definitions: Measures ............................................................................................................... 43

    Definitions: Dimensions ............................................................................................................ 44

    Definitions: Levels, Members and Sets ..................................................................................... 45

    The Cognos Workspace Advanced Interface ............................................................................ 46

    The Source Tab .......................................................................................................................... 47

    The Toolbox Tab ........................................................................................................................ 48

    Toolbars .................................................................................................................................... 49

    Menus ....................................................................................................................................... 50

    Property Sheets ......................................................................................................................... 51

    Create a Report – Best Practices ............................................................................................... 52

    Templates .................................................................................................................................. 53

    Add Filters ................................................................................................................................. 54

    Add Data Items to a Report ...................................................................................................... 55

    Create a List Report................................................................................................................... 56

    Demo 3-1: Open Cognos Workspace Advanced and Create a List ........................................... 57

    Change Packages ....................................................................................................................... 59

    Demo 3-2: Create a List with a Different Package .................................................................... 60

    Summary ................................................................................................................................... 62

    Chapter 4: Organizing Reports ...................................................................................................... 63

    Objectives.................................................................................................................................. 63

  • Sorting ....................................................................................................................................... 64

    Grouping ................................................................................................................................... 65

    Grouping ................................................................................................................................... 66

    Demo 4-1: Add Grouping and Sorting....................................................................................... 67

    Edit Layout Sorting .................................................................................................................... 69

    Sections ..................................................................................................................................... 70

    Demo 4-2: Create a List with Sections and Sorting................................................................... 71

    Summary ................................................................................................................................... 75

    Workshop 4-1 ............................................................................................................................ 76

    Chapter 5: Create Crosstabs and Charts ....................................................................................... 81

    Objectives.................................................................................................................................. 81

    Create Crosstabs ....................................................................................................................... 82

    Swap Rows and Columns .......................................................................................................... 83

    Demo 5-1: Create a Crosstab .................................................................................................... 84

    Advanced Crosstabs .................................................................................................................. 87

    Demo 5-2: Create a Crosstab .................................................................................................... 88

    Create Charts ............................................................................................................................ 91

    Chart Color Palettes .................................................................................................................. 92

    Formatting Charts ..................................................................................................................... 93

    Demo 5-3: Create a Chart ......................................................................................................... 94

    Converting Charts ..................................................................................................................... 98

    Exploding Pie Slices ................................................................................................................... 99

    Charts and Crosstabs .............................................................................................................. 100

    Demo 5-4: Create a Chart and Crosstab ................................................................................. 101

    Summary ................................................................................................................................. 105

    Workshop 5-1 .......................................................................................................................... 106

    Chapter 6: Filters and Prompts ................................................................................................... 112

    Objectives................................................................................................................................ 112

    What are Filters? ..................................................................................................................... 113

  • Model Filters ........................................................................................................................... 114

    Create Simple Filters ............................................................................................................... 115

    Filter for Report ...................................................................................................................... 116

    Create Custom Filters.............................................................................................................. 117

    Create Custom Filters.............................................................................................................. 118

    Demo 6-1: Create a List with Custom Filters .......................................................................... 119

    Prompts ................................................................................................................................... 123

    Create Prompts ....................................................................................................................... 124

    Demo 6-2: Create a List with Filters and Prompts .................................................................. 125

    Edit and Delete Filters ............................................................................................................. 129

    Summary ................................................................................................................................. 130

    Workshop 6-1 .......................................................................................................................... 131

    Chapter 7: Summaries and Calculations ..................................................................................... 137

    Objectives................................................................................................................................ 137

    Create Subtotals ...................................................................................................................... 138

    Remove Subtotals ................................................................................................................... 139

    Calculations ............................................................................................................................. 140

    Demo 7-1: Create a Report with Subtotals and Calculations ................................................. 141

    Custom Groups ....................................................................................................................... 146

    Query Calculations .................................................................................................................. 147

    Edit and Remove Calculations ................................................................................................ 148

    Use Functions .......................................................................................................................... 149

    Summary ................................................................................................................................. 150

    Workshop 7-1 .......................................................................................................................... 151

    Chapter 8: Formatting & Conditional Formatting ...................................................................... 158

    Objectives................................................................................................................................ 158

    Introduction to Formatting ..................................................................................................... 159

    Formatting from the Property Sheet ...................................................................................... 160

    The Page Layout ...................................................................................................................... 161

  • Demo 8-1: Create a Dashboard with Formatting ................................................................... 162

    Toolbox Objects ...................................................................................................................... 169

    What is Conditional Formatting? ............................................................................................ 170

    Create Conditional Styles ........................................................................................................ 171

    Conditional Palettes ................................................................................................................ 172

    Demo 8-2: Create a Report with Conditional Formatting ...................................................... 173

    Summary ................................................................................................................................. 177

    Workshop 8-1 .......................................................................................................................... 178

    Chapter 9: Introduction to Report Studio ................................................................................... 187

    Objectives................................................................................................................................ 187

    Why Report Studio? ................................................................................................................ 188

    Compare Cognos Workspace Advanced to Report Studio ..................................................... 189

    The Source Tab ........................................................................................................................ 190

    The Data Items Tab ................................................................................................................. 191

    The Toolbox Tab ...................................................................................................................... 192

    Toolbar Buttons ...................................................................................................................... 193

    Navigation Bar ......................................................................................................................... 194

    Page Explorer .......................................................................................................................... 195

    Query Explorer ........................................................................................................................ 196

    Condition Explorer .................................................................................................................. 197

    Creating a Report – Best Practices .......................................................................................... 198

    Templates ................................................................................................................................ 199

    Run Reports ............................................................................................................................. 200

    Demo 9-1: Open a Cognos Workspace Advanced Report ...................................................... 201

    Grouping in Report Studio vs. Cognos Workspace Advanced ................................................ 204

    Group Headers and Footers .................................................................................................... 205

    Demo 9-2: Sort, Group, and Add Headers .............................................................................. 206

    Rows per Page ......................................................................................................................... 209

    Add Page Breaks ..................................................................................................................... 210

  • Demo 9-3: Add Page Breaks .................................................................................................... 211

    Create Crosstabs and Charts ................................................................................................... 214

    Display Crosstabs and Charts .................................................................................................. 215

    Demo 9-4: Present a Chart and Crosstab on the Same Display .............................................. 216

    Summary ................................................................................................................................. 220

    Workshop 9-1 .......................................................................................................................... 221

    Chapter 10: Filters & Prompts .................................................................................................... 228

    Objectives................................................................................................................................ 228

    Detail Filters ............................................................................................................................ 229

    Summary Filters ...................................................................................................................... 230

    Editing and Removing Filters .................................................................................................. 231

    Demo 10-1: Create Filters ....................................................................................................... 232

    Demo 10-2: More Filtering ..................................................................................................... 237

    What is a Parameter? ............................................................................................................. 240

    What is a Prompt? .................................................................................................................. 241

    Why Use Prompts? ................................................................................................................. 242

    Create Prompt Pages (Button) ................................................................................................ 243

    Create Prompt Pages (Page Explorer) ..................................................................................... 244

    Prompt Properties................................................................................................................... 245

    Create Prompts from the Toolbox .......................................................................................... 246

    Multiple Prompts on a Single Report ...................................................................................... 247

    Cascading Prompts .................................................................................................................. 248

    Demo 10-3: Create Multiple Prompts..................................................................................... 249

    Demo 10-4: Cascading Prompts .............................................................................................. 253

    Summary ................................................................................................................................. 257

    Workshop 10-1 ........................................................................................................................ 258

    Workshop 10-2 ........................................................................................................................ 263

    Chapter 11: Calculations ............................................................................................................. 268

    Objectives................................................................................................................................ 268

  • Inserting a Calculation ............................................................................................................ 269

    Query Calculations .................................................................................................................. 270

    Layout Calculations ................................................................................................................. 271

    Demo 11-1: Create Query Calculations .................................................................................. 272

    Demo 11-2: Use Query & Layout Calculations........................................................................ 276

    Summary ................................................................................................................................. 281

    Workshop 11-1 ........................................................................................................................ 282

    Chapter 12: Formatting & Conditional Formatting .................................................................... 288

    Objectives................................................................................................................................ 288

    Borders and Lines .................................................................................................................... 289

    Alignment and Justification .................................................................................................... 290

    Text Items................................................................................................................................ 291

    Headers and Footers ............................................................................................................... 292

    List Headers & Footers ............................................................................................................ 292

    Group Headers & Footers ....................................................................................................... 292

    Page Headers & Footers ......................................................................................................... 293

    Blocks ...................................................................................................................................... 294

    Tables ...................................................................................................................................... 295

    Tables vs. Blocks ...................................................................................................................... 296

    Using Graphics in Reports ....................................................................................................... 297

    Adding Pages to Reports ......................................................................................................... 298

    Condensed Reports ................................................................................................................. 299

    Demo 12-1: Formatting Techniques ....................................................................................... 300

    Reuse Objects/Layout Component Reference ....................................................................... 307

    Demo 12-2: Reuse Objects ...................................................................................................... 308

    The Condition Explorer ........................................................................................................... 311

    Define the Condition ............................................................................................................... 312

    The Condition Expression Window ......................................................................................... 313

    Define the Conditional Format Property ................................................................................ 314

  • Design the Conditional Formats ............................................................................................. 315

    Demo 12-3: Conditional Formatting with a String Expression ............................................... 316

    Demo 12-4: Conditional Formatting with a Boolean Condition ............................................. 321

    Summary ................................................................................................................................. 325

    Workshop 12-1 ........................................................................................................................ 326

    Chapter 13: Introduction to Mapping ......................................................................................... 334

    Objectives................................................................................................................................ 334

    Mapping .................................................................................................................................. 335

    Mapping and Layers ................................................................................................................ 336

    Demo 13-1: Mapping .............................................................................................................. 337

    Summary ................................................................................................................................. 340

    Chapter 14: Complex Reports ..................................................................................................... 341

    Objectives................................................................................................................................ 341

    Multi Display Reports: Multiple Queries ................................................................................ 342

    Demo 14-1: Multi-Query Reports (Simple Dashboard) .......................................................... 343

    Drill-Through Reports ............................................................................................................. 350

    Drill-Through Reports on Multiple Values .............................................................................. 351

    Demo 14-2: Drill-Through Reporting ...................................................................................... 352

    Use External Data .................................................................................................................... 358

    Supported File Types ............................................................................................................... 359

    Use External Data in a Report ................................................................................................. 360

    Demo 14-3: Add a Spreadsheet to a Report ........................................................................... 361

    Sub Queries ............................................................................................................................. 366

    Demo 14-4: Create a Sub Query ............................................................................................. 367

    Summary ................................................................................................................................. 372

    Workshop 14-1 ........................................................................................................................ 373

    Chapter 15: Saving and Scheduling Reports ............................................................................... 380

    Objectives................................................................................................................................ 380

    Save Reports ........................................................................................................................... 381

  • Export Reports ........................................................................................................................ 382

    XLS Reports ............................................................................................................................. 383

    PDF Reports ............................................................................................................................. 384

    Scheduling Reports ................................................................................................................. 385

    Scheduling Jobs ....................................................................................................................... 386

    My Activities and Schedules ................................................................................................... 387

    Demo 15-1: Save a PDF and Create a Job. .............................................................................. 388

    Summary ................................................................................................................................. 392

    Chapter 16: Summary ................................................................................................................. 393

    Objectives................................................................................................................................ 393

    Review ..................................................................................................................................... 394

    Next Steps ............................................................................................................................... 395

    Summary ................................................................................................................................. 396

    Appendix ..................................................................................................................................... 397

    Objectives................................................................................................................................ 397

    Other Resources for IBM Cognos Help ................................................................................... 398

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  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 13 Confidential. For Internal use only. This guide contains proprietary information.

    Notes Preface

    Course Setup This course requires that each workstation have Windows XP or Windows 7

    as well as a web browser, preferably Internet Explorer, version 7.0 or

    greater installed. Please refer to the Cognos website for the most current

    details regarding patches, required browser settings and any other browser

    requirements.

    All IBM Cognos 10 software should be loaded and configured on a server to

    which client workstations have access. All data is published to the server

    and security is defined to allow users access to the data. It is

    recommended that the server be installed, configured and tested prior to

    class. Students must have access to Report Studio and Cognos Workspace

    Advanced for this course.

    This course uses the THP Data Warehouse and Member Coverage

    packages. Users may require additional security to see and use these

    packages. In addition, data sources that supply information to these

    packages must also be configured in IBM Cognos Connection. Users must

    log on with their network id and password. Please refer to IBM Cognos

    documentation for security recommendations and if necessary, consult the

    instructor prior to class for more information.

    As noted above, the packages and reports for this course must be

    published to a public folder that is accessible to students and the

    instructor. Students must have the ability to save reports to My Folders or

    a similar protected folder, but students should not have the ability to

    overwrite existing packages or reports.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    14 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes Course Data Prior to class, the student data must be installed and packages and reports

    published. As noted above, data for this course is based upon the THP

    Data Warehouse and Monthly Coverage packages. See above for specific

    workstation setup.

    Course Structure This course is a 2 day introductory and intermediate class. Breaks will be

    provided at the discretion of the instructor.

    The course is a combination of lecture, demonstration, and independent

    workshops. The instructor will lead students through demonstrations to

    illustrate the previously discussed techniques. Each chapter also includes a

    series of independent exercises designed to allow students to practice the

    techniques they have just learned.

    While IBM Cognos 10 is accessed through a web browser, there is still

    security controlling access to its contents. Students are required to log on

    to IBM Cognos Connection in order to analyze information or view reports.

    Based on job function and security, each student will have access to

    specific reports and information in a work environment. All students will

    have the same security access for training.

    All activities in this guide identify one possible solution to solve the

    business scenario. In practice, there are many ways to solve the same

    problem. This material may be used as a reference; however, IBM Cognos

    continually updates its technical requirements and recommendations and

    these should supersede any information noted in this training guide.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 15 Confidential. For Internal use only. This guide contains proprietary information.

    Notes Course Goals The following course is designed to introduce students to basic and

    intermediate techniques with IBM Cognos 10 Report Studio and Cognos

    Workspace Advanced. Students will become familiar with advanced filters,

    prompts, calculations, and formatting.

    At the end of this course students will be able to view, create, modify and

    maintain complex reports in Report Studio. Students will practice

    fundamental techniques and learn advanced methods for working

    successfully in IBM Cognos 10.

    Who Should Attend? Any user who will be creating complex reports or working with novice users

    to design, create and support reports. Students should have experience

    with a browser and IBM Cognos Connection prior to attending this class.

    Prerequisites Students must have completed an introductory IBM Cognos Connection

    training session or have experience using IBM Cognos Connection.

    Additionally, experience with a web browser and basic windows techniques

    are strongly recommended.

    How to Use This Guide Instructions for demonstrations and workshops:

    Bold – This indicates the user must select an item or perform an action.

    CAPITALIZATION – Column names and data items are shown exactly as they

    exist in the data. Type these exactly as shown.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    16 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes Chapter 1: What is IBM Cognos 10?

    Objectives 1. What is IBM Cognos 10?

    2. IMB Cognos 10 Studios.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 17 Confidential. For Internal use only. This guide contains proprietary information.

    Notes What is IBM Cognos 10? IBM Cognos 10 is the latest release of a suite of integrated business

    intelligence products. These products are designed for analyzing data and

    creating meaningful reports for a variety of business scenarios. Dashboards

    create easily available focused reporting and analysis. Score carding and

    scheduling are also included.

    IBM Cognos 10 is accessed through a web browser and based on licensing

    and security, it provides users access to various studios, each providing

    different analytic and reporting capabilities.

    For those upgrading from IBM Cognos 8, this release includes

    enhancements to existing studios and new products and features.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    18 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes What are Studios? Studios are different products available through IBM Cognos 10. The

    studios to which you have access depend on your company’s licensing

    arrangement and security settings. Each studio has a distinctly different

    purpose for reporting or analytics.

    Available studios may include:

    Query Studio

    Report Studio

    Event Studio

    Analysis Studio

    Metric Studio

    Cognos Workspace

    Cognos Workspace Advance

    Available studios will be accessible from the Launch menu or hyperlink in

    IBM Cognos Connection, the portal used for all IBM Cognos web

    applications.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 19 Confidential. For Internal use only. This guide contains proprietary information.

    Notes Report Studio Overview Report Studio is one reporting application included in IBM Cognos 10.

    Report Studio is designed for complex standardized reporting.

    Sophisticated formatting, multi-query reports, filtering, calculating and

    other advanced features are included. Report Studio offers an Express

    Authoring mode for creating financial and other crosstab reports with

    dimensionally modeled data. Cognos Workspace Advanced provides similar

    capabilities to Report Studio Express but also supports relationally modeled

    data.

    Queries may be started in Query Studio, Analysis Studio, and Cognos

    Workspace Advanced and completed in Report Studio. Report Studio is the

    recommended reporting tool for any complex queries and reports.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    20 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes Query Studio Overview Query Studio is one reporting application included in IBM Cognos 10. This

    tool, launched from IBM Cognos Connection, allows users to create, modify

    and run simple queries to address ad hoc questions.

    Query Studio includes basic functionality for simple filters and calculations.

    Use Query Studio for basic questions and quick queries. Query Studio does

    not include multi-query reports, or complex formatting, complex filters and

    complex calculations. For this reason, it is not the recommended tool for

    standardized, production quality reporting.

    Query Studio is covered in detail in a separate course.

    Reports can be started in Query Studio and then opened and

    completed in Report Studio.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 21 Confidential. For Internal use only. This guide contains proprietary information.

    Notes Analysis Studio Overview Analysis Studio is an OLAP (online analytical processing) tool designed to

    analyze cubes or dimensionally modeled data. This tool is similar to

    PowerPlay Studio but supports data models that PowerPlay Studio does

    not. Analysis Studio is best used for comparative and trend analysis.

    Reports can be created in Analysis Studio and completed in Report Studio.

    Analysis Studio is covered in detail in a separate course.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    22 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes GO Office GO Office is an IBM Cognos product that is an add-in to Microsoft Office

    programs including PowerPoint and Excel. It allows users to connect

    directly to IBM Cognos data and use it in the Microsoft product. Users must

    configure the add-in to use the IBM Cognos server and then, data may be

    used directly in spreadsheets and PowerPoint slides. Data can be refreshed

    to ensure presentations and spreadsheets display the current data.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 23 Confidential. For Internal use only. This guide contains proprietary information.

    Notes What’s New – New Products in IBM Cognos 10 Several new products are available in the IBM Cognos 10 release. Some

    products are part of the business intelligence suite while others require a

    separate purchase and installation.

    These products include:

    Cognos Workspace

    Cognos Workspace Advanced

    Statistics

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    24 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes Cognos Workspace Cognos Workspace is IBM Cognos 10’s new dashboard tool. Users can

    develop, view and export simple dashboards within Cognos Workspace

    without needing extensive knowledge of Query Studio, Cognos Workspace

    Advanced, Report Studio or Analysis Studio.

    Cognos Workspace includes built-in layouts to make design and formatting

    simple.

    At the time of printing, Cognos Workspace is the only IBM Cognos 10

    product that is not package specific.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 25 Confidential. For Internal use only. This guide contains proprietary information.

    Notes Cognos Workspace Advanced Cognos Workspace Advanced is a simple reporting tool designed to make

    creating reports from both relational and dimensional data sources simple.

    Its functionality is in between Query Studio and Report Studio. Users can

    create various report styles including lists, charts, and crosstabs with filters,

    calculations and conditional formatting.

    This new product is the eventual replacement for IBM Cognos 8 Report

    Studio Express. Its goal is to make developing reports easy for business

    users.

    In version 10.1, its name was IBM Cognos Business Insight.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    26 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes Statistics IBM Cognos 10 integrates SPSS into its product suite. Statistics is a separate

    installation and product license which will allow users to integrate

    statistical analysis into Report Studio reports. Though it is a separate

    installation, it is not a studio. Rather, new features are available within

    Report Studio when Statistics is available.

    Users can work with a variety of charts and statistical data to create and

    distribute reports across the organization. Statistical reports can be easily

    added to dashboards in Cognos Workspace.

    Tufts Health Plan does not currently use the Statistics product.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 27 Confidential. For Internal use only. This guide contains proprietary information.

    Notes

    Demo 1-1: Create a Folder

    Instructions: Create a folder in IBM Cognos Connection in My Folders for training reports.

    Task 1: Log in and create a folder.

    1. Open your browser.

    2. Type https://reports.tufts-health.com/cognos10.

    3. Log in with your LAN id and password.

    4. Navigate to My Folders.

    5. Select the Create Folder button.

    6. Name the folder IBM Cognos 10 Training.

    7. Type reports from class in the description.

    8. Click Finish.

    Results: You have logged into IBM Cognos 10 and created a folder in IBM Cognos Connection.

    https://reports.tufts-health.com/cognos10

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    28 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes

    Summary Now that you have completed this chapter, you should be able to discuss

    the following topics.

    Discussion Points

    1. What is IBM Cognos 10?

    2. What are some of the different studios available?

    3. Why are different studios provided?

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 29 Confidential. For Internal use only. This guide contains proprietary information.

    Notes Chapter 2: IBM Cognos Connection

    Quick Review

    Objectives 1. Best practices and tips

    2. Run reports

    3. Create report views

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    30 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes Best Practices Because IBM Cognos Connection is browser based, it is necessary to apply

    browser settings and some simple navigation.

    Configure pop up blockers to allow access to IBM Cognos

    Do not add toolbars such as the Google toolbar to Internet Explorer

    Do not double click links in IBM Cognos Connection

    Avoid using the Back or Refresh buttons in Internet Explorer

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    ©2006-2015, Carol Olsen & Associates, Inc. 31 Confidential. For Internal use only. This guide contains proprietary information.

    Notes Run a Report There are multiple methods for running reports from IBM Cognos

    Connection. Clicking on a link to a report will display the most recently

    saved version of the report or will run the report against the database.

    Watch the icons to determine the action.

    1. Run the most recently saved HTML version.

    2. Run against the data source.

    3. Runs a report in Query Studio.

    4. Runs a Report or Cube View in Analysis Studio.

  • IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced

    32 ©2006-2015, Carol Olsen & Associates, Inc. Confidential. For Internal use only. This guide contains proprietary information.

    Notes Run with Options Run with Options is available for any report. This feature allows users to

    run reports in outputs other than the default, run multiple outputs in the

    background, print reports, email reports and more.

    The action button opens Run with Options. Selecting Override Default

    Values will allow the user to make specify settings before running the

    report.

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    Notes Report Views A Report View is a linked copy of one report saved in another location. You

    can create a Report View from any existing report saved in IBM Cognos

    Connection.

    You may modify a Report View to include your preferred prompt response.

    A report view is a logical choice for duplicating a shared report and storing

    your preferred responses in your view of it.

    If your administrator deletes the source report, the report view will no

    longer function properly. Report views may be created only in IBM Cognos

    Connection or the IBM Cognos Viewer.

    You cannot modify the structure or formatting of a report view.

    A report view can be useful for users who wish to save their preferred

    prompt responses to a production report.

    Create a report view.

    Click the Create a report view button next to the specific

    report.

    Change the report view name if necessary.

    Select the appropriate folder or other location.

    Click Finish.

    Once the view is created, select the Properties button to

    modify its properties.

    From the Run Options tab, if needed, select Set Prompt Values

    and choose the prompt responses to save with the report view.

    Click Ok.

    Note that this option is most often used with prompted reports.

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    Notes Chapter 3: Introduction to Cognos

    Workspace Advanced

    Objectives 1. Introduce Cognos Workspace Advanced

    2. Understand When to Use Cognos Workspace Advanced

    3. Understand definitions

    4. Examine the Cognos Workspace Advanced Interface

    5. Create simple list reports

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    Notes Why IBM Cognos 10? IBM Cognos 10 uses the latest technology to deploy an easy to use

    reporting application to large groups of users. IBM Cognos 10 provides

    centralized reporting, which allows users access to standardized data.

    Because IBM Cognos 10 is entirely web-based, it requires no software

    installation on each desktop, making deployment and upgrades easier to

    manage.

    IBM Cognos 10 includes several components: IBM Cognos Connection,

    Cognos Workspace Advanced, Cognos Workspace, Query Studio, Report

    Studio, Event Studio, Analysis Studio, Metrics Studio, Framework Manager

    and more. Only administrators or data modelers will have access to

    Framework Manager, which requires installation on the administrator’s

    desktop. The available studios or products are dependent on both

    licensing and security at your organization.

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    Notes What is Cognos Workspace Advanced Cognos Workspace Advanced is a simple reporting tool designed to make

    creating reports from both relational and dimensional data sources simple.

    Its functionality is in between Query Studio or Analysis Studio and Report

    Studio. Users can create various report styles including lists, charts, and

    crosstabs with filters, calculations and conditional formatting.

    This new product replaces IBM Cognos 8 Report Studio Express. Its goal is

    to make developing reports easy for business users.

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    Notes Why Use Cognos Workspace Advanced Cognos Workspace Advanced is designed for business authors who require

    formatted, detailed and somewhat advanced reports that exceed the

    capabilities of Query Studio and Analysis Studio. These users, however, are

    not professional report authors with knowledge of SQL, MDX and advanced

    reporting techniques.

    This product will allow users to create the same or more advanced reports

    as in Query Studio and Analysis Studio as well as add more detail and

    formatting. Use this product for production quality and dashboard style

    reports.

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    Notes Developing Data Models for IBM Cognos 10 All studios in IBM Cognos 10 require that data models are designed to

    allow users to create effective business reports. IBM Cognos 10 uses two

    data modeling tools: Framework Manager and Transformer. Each is used to

    create a different type of model and produce a package or cube from

    which users design reports.

    More detail on each type of model and each data modeling tool follows.

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    Notes Framework Manager The administrative component for IBM Cognos 10 is Framework Manager.

    This requires a separate software license and most organizations do not

    provide this software to more than a few users. IBM Cognos

    Administrators use Framework Manager to create a comprehensive

    business model which references tables in data warehouses or other data

    sources. These models are then used to create the data packages used to

    create reports in both Report Studio and Query Studio.

    Models may include subjects, calculations, filters and more. For more

    information on models and Framework Manager, refer to Help in IBM

    Cognos Connection and Report Studio.

    Only administrators or data modelers may change the model or make

    modifications to the packages by using Framework Manager.

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    Notes Packages Packages are business focused subsets of a data model. Packages are

    unique to IBM Cognos 10 and are required in order to create reports or

    queries. The same packages are used for different studios or products.

    There are three types of packages:

    Relational

    Dimensional (not currently used at THP)

    Cubes (not currently used at THP)

    Often packages address only a portion of the entire model and may contain

    data from multiple data sources. For example, a Monthly Members is a

    portion of the model for the Tufts Data Warehouse and it contains data

    originally sourced to the data warehouse from both the TAP Master and

    Diamond systems.

    You must select a package from which you will create a report. Reports are

    derived from one package only. You cannot create a single report from

    multiple packages.

    Relational and dimensional packages do not contain physical data, but

    rather, they point to the data sources, providing access to the most current

    data available when running reports.

    Dimensional packages and cubes support drill down and drill up

    functionality.

    Each package is created by an administrator in Framework Manager or

    Transformer (cubes only). Packages cannot be modified by the end user.

    Notice the special folder.

    Which indicates this is a

    package or cube.

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    Notes Cubes A cube is a structure that stores summarized data multi-dimensionally.

    Selective transactional data records are gathered, summarized, organized

    and presented in a way that is useful to answering business questions.

    Your administrator packages data into cubes, also called OLAP cubes, multi-

    dimensional cubes and Power Cubes. From these cubes, you can create

    reports and analyze data quickly and efficiently. Cubes contain summary

    statistics based on transaction data records. The data model in

    Transformer determines what is included in a cube and Framework

    Manager is used to make cubes available on the web.

    Cubes are static and must be updated periodically to reflect new data.

    Cubes are often updated once per week or once per month during off-work

    hours. The actual update cycle may vary by cube and is determined based

    on business needs by the administrator. While the cube is updating, you

    cannot access it. As a user, you cannot add, delete or modify the structure

    or elements of a cube.

    Each cube is comprised of dimensions and measures. These components

    of a cube are discussed in more detail on the next pages.

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    Notes Relational Package Model Components Each relational model package contains a set of folders, called subjects.

    Most subjects are groupings of related data, often coming from the same

    table. For example, an accounting package may have accounts receivable

    and accounts payable subjects.

    Each subject usually contains one or more attributes/subject items and/or

    identifiers. The attributes and identifiers will be used to present the data

    in your report. For example, Time may include Month and Date. Other

    subjects, like Products, may include Product type.

    All attributes and identifiers will be available within any studio or product

    that supports relational packages. Each subject and attribute or identifier

    has its own property sheet identifying key characteristics including its data

    type.

    For more detail about a data item, right click on the data

    item and select Properties or Lineage. Or, view the screen

    tip.

    Namespace

    Subject

    Attribute/Subject Item

    Identifier

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    Notes Definitions: Measures Each relationally modeled package will include subjects, subject items and

    measures. Measures are performance indicators or numeric items used

    with subjects to describe your business.

    Measures may include:

    Count of Members

    Product cost

    Count of Subscribers

    A measure may be sourced directly from a column on a database table or

    may be derived or calculated by the administrator.

    Measures are easily identified by their ruler icon.

    Measures

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    Notes Definitions: Dimensions Dimensions are available in dimensionally modeled packages and cubes

    only. They are descriptive data items organized in a hierarchy (Year,

    Quarter, Month). Dimensions have levels and will support drill down from

    one level to another (for example, years to quarters).

    The example below shows what the GO Sales dimensionally modeled

    package would look like in the source tab of Cognos Workspace Advanced.

    In the example below, dimensions include Time, Products, and Retailers.

    Levels are visible by opening these dimensions. Measures are not

    dimensions. The view shown below is the Metadata Tree view.

    Dimension Hierarchy

    Level

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    Notes Definitions: Levels, Members and Sets Levels, members and sets are unique to dimensionally modeled packages

    and cubes. Levels represent a part of a dimension’s hierarchy. For

    example, Year is a level in the Time dimension and a hierarchy.

    A member is a single value within a level. For example, 2007 is a member

    of the Year level.

    A set is a collection of members. For example, 2007 and 2006 form a set as

    doe Camping Equipment, Tents, and Putters. The contents of a set do not

    have to come from the same level or the same dimension.

    Member

    Set

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    Notes The Cognos Workspace Advanced Interface In order to view the Cognos Workspace Advanced interface, you must first

    select a package. If only one package is available to you, it will

    automatically be selected.

    In Cognos Workspace Advanced, you will have both menus and buttons.

    Some options are available only in menus and certain buttons are only

    available based on the current selection.

    Note that unlike Query Studio, Cognos Workspace Advanced is a java

    application and opens in a new window. IBM Cognos Connection remains

    open in your browser.

    Browser and resolution settings can affect the Report Studio interface.

    Consult help and the IBM Cognos support site for specific settings.

    Keep IBM Cognos Connection open while you work in

    Business Insight Advanced. Closing it will prevent you

    from saving or opening reports.

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    Notes The Source Tab The Source tab or button, found in Cognos Workspace Advanced’s pane on

    the right side of the interface, will contain all namespaces, subjects, subject

    items and measures in the active package. To view information in the

    Source tab, select a package and open Cognos Workspace Advanced.

    Subjects and folders in the Source tab can be opened by clicking the arrow.

    Subject items and measures are selected from the Source tab to add to a

    report. At the top of the Source tab, users will find options to import

    external data and refresh the contents of the package.

    Users cannot add to or delete from the Source tab. Only a developer with

    access to Framework Manager can modify a package.

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    Notes The Toolbox Tab The Toolbox tab contains items ranging from format objects to prompts

    which may be inserted into various locations in the report. Use this tab to

    drag and drop these objects to the display or work area.

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    Notes Toolbars Toolbar buttons will allow you to perform various actions in Cognos

    Workspace Advanced. Each button’s availability may depend on having a

    specific item selected. For example, the header button will not be available

    unless a data item in the report is selected.

    Hover over a toolbar button for a flyout description of what the button will

    do.

    Standard Toolbar

    Standard Windows Options

    Run Options

    Filter, Suppress, Sort , Summarize and Calculate

    Grouping, Pivot, Swap and Chart

    Page Layout

    Style Toolbar

    Font Formatting

    Alignment & Justification

    Background Color and Borders

    Indentation

    Color Presets

    Data Format and Styles

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    Notes Menus The Cognos Workspace Advanced menus appear above the toolbars and

    contain numerous options. Many menu options are also available on the

    toolbar; however, many options are available only from the menus.

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    Notes Property Sheets Each object in a report has an associated property sheet which contains

    format and other options unique to that object.

    View a property sheet:

    Select an object in a report

    In the bottom corner of the Source or Toolbox tabs, select to

    restore or to maximize the property sheet

    Examine and modify properties as needed

    Use the Ancestor button to select a larger or parent

    object in a report.

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    Notes Create a Report – Best Practices Use the following steps as a guideline to creating effective and efficient

    reports. These steps identify only basic steps. Multiple displays and

    advanced formatting can also be added.

    1. Design report specifications on paper.

    2. Choose a template.

    3. Choose Page Design or Page Preview mode. THP default is Page Design.

    4. Add model items.

    5. Apply filters. Use predefined filters whenever available, and include a

    date filter in every report.

    6. Add grouping.

    7. Add calculations.

    8. Add formatting.

    9. Name report objects (e.g. crosstab, list, chart).

    10. Save the report.

    11. Run the report.

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    Notes Templates Each report you create is based upon a template. Cognos Workspace

    Advanced comes with several standard templates, which include the

    structure of the report, fonts, headers, and more.

    Create a report from a template:

    From the toolbar, select the New button, or from the File menu,

    select New.

    All available templates will display.

    o Blank

    o List

    o Crosstab

    o Chart

    o Financial

    Choose a template and click Ok.

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    Notes Add Filters Filters are limits to the data retrieved in a report. Filters ensure the best

    performance of a report and one or more filters should be included in

    every report.

    Most THP packages include predefined filters and prompts, as shown

    below. Double click any predefined filter to add it to the active report.

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    Notes Add Data Items to a Report There are several methods to add data to a container object such as a list,

    crosstab, or chart. The best method often depends on the type of data and

    the type of data container.

    Double click to add data:

    From the Source tab, double click a data item to add it to the

    report.

    Drag and drop to add data:

    From the Source tab, select one or more data item (member,

    attribute, etc.) and drag to the report.

    Use Insert to add data:

    From the Source tab, select one or more data item (member,

    attribute, etc.).

    Right click and select Insert.

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    Notes Create a List Report List or column style reports are typically used for relational packages. This

    style often requires both grouping and sorting for organization.

    Create a list:

    Click the New button.

    Select the List template.

    Select Ok.

    Drag or Insert Data Items into the list data container.

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    Notes

    Demo 3-1: Open Cognos Workspace Advanced and

    Create a List

    Instructions: Open Cognos Workspace and create a new list report to evaluate the count of members and subscribers by provider category, type and name.

    Task 1: Open Cognos Workspace Advanced and create a list.

    1. Navigate to Public Folders > Packages > THP Data Warehouse.

    2. Click Launch in the top right corner.

    3. Select Cognos Workspace Advanced from the list of available products.

    4. Select Create new from the Welcome screen.

    5. Select List from the available templates.

    6. Click Ok.

    7. Explore the menus and buttons.

    Task 2: Add filters.

    1. Open the Business Layer namespace.

    2. From the Product Filters folder, double click Commercial HMO

    Member.

    3. Click Ok.

    4. Open the Member Months and Member Months Prompts folders.

    5. From the Prompts folder, double click MM Year Month Prompt.

    6. Click Ok.

    Task 3: Add data items.

    1. From the PCP subject, select PCP Prov Category Desc and drag it to the

    list.

    2. From the PCP subject, select PCP Prov Type Desc.

    3. Right click and select Insert.

    4. From the PCP subject, select PCP Full Name and drag to the list.

    5. From the Member Months folder and Member Months Fact subject,

    use Ctrl + Click to select Member Count and Subscriber Count and drag

    to the list.

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    Notes 6. Click the Run Report button. 7. Type 201502 as both the begin and end month year.

    8. Click Ok.

    9. Click to close the Cognos Viewer window.

    Task 4: Save the report.

    1. From the toolbar, click the Save button to save the report.

    2. Click My Folders and open the IBM Cognos 10 Training folder.

    3. Name the report Demo 3-1.

    4. Click .

    Results: You have created a simple list report with attributes and measures.

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    Notes Change Packages It is not necessary to exit Cognos Workspace Advanced to switch to

    another report package for report design. Only Report Studio and Cognos

    Workspace Advanced support this functionality.

    Change packages:

    Click the New button.

    Click and select a package.

    Click Ok.

    Select a report template.

    Select Ok.

    Create the report

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    Notes

    Demo 3-2: Create a List with a Different Package

    Instructions: Switch packages and create a new list report from the member coverage package.

    Task 1: Create a new list.

    1. From the toolbar, click the New button.

    2. If prompted to save a previous report, select No.

    3. Click for the package.

    4. Navigate to Public Folders > Packages > Member Coverage.

    5. Click Ok.

    6. Select List from the available templates.

    7. Click Ok.

    Task 2: Add filters.

    1. From the Filters folder, double click Current Coverage Date.

    2. Click Ok.

    3. From the Filters folder, double click TMP Member.

    4. Click Ok.

    Task 3: Add data items.

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    Notes 1. From the Health Plan Product subject, use Ctrl + Click to select HP Product Type Desc, HP Product Line Desc, HP Business Type Desc, and

    HP Line of Business Desc and add them to the list.

    2. From the Member Coverage Profile Fact subject, select Member Count

    and add it to the list.

    Task 4: Run and save the report.

    1. Click the Run Report button.

    2. Click to close the Cognos Viewer window.

    3. From the toolbar, click the Save button to save the report.

    4. Click My Folders and open the IBM Cognos 10 Training folder.

    5. Name the report Demo 3-2.

    6. Click .

    Results: You have created a simple list report and switched to a new package.

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    Notes

    Summary Now that you have completed this chapter, you should be able to discuss

    the following topics.

    Discussion Points

    1. What objects are available in the Toolbox tab?

    2. What are members, sets and attributes?

    3. What templates are available?

    4. What are the different methods for adding data to a report?

    5. How do you switch packages?

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    Notes Chapter 4: Organizing Reports

    Objectives 1. Introduce Sorting

    2. Define and use Grouping

    3. Apply simple formatting

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    Notes Sorting Sorting is applied to data items in the report and selecting the Sort button

    on the toolbar. The sort order is controlled with the Edit Layout Sorting

    setting.

    Apply sorting:

    Select a column in the report.

    From the toolbar, select the Sort button.

    Select the sort type (ascending, descending) or the Edit Layout

    Sorting for advanced options (covered later in this chapter).

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    Notes Grouping Grouping places like items together to organize reports. A grouped column

    will order like items together and remove duplicates. Grouping is available

    from the toolbar or menu and usually applies to descriptive, non-measure

    data. Subtotals are automatically included for grouped data items.

    Before grouping:

    After grouping:

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    Notes Grouping List reports with more than one descriptive column should be grouped for

    better viewing.

    Apply Grouping:

    Select one or more columns in the preferred group order.

    Click the Group/Ungroup button.

    Business Insight Advanced will reorder columns to match the

    group order if the display and group order are different

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    Notes

    Demo 4-1: Add Grouping and Sorting

    Instructions: Open Demo 3-1 and apply grouping and sorting to its content.

    Task 1: Open a report.

    1. From the toolbar, click the Open button.

    2. Navigate to My Folders > IBM Cognos 10 Training.

    3. Select Demo 3-1.

    4. Click Open.

    5. Click Ok.

    Task 2: Group and sort.

    1. Using Ctrl + Click, select cells in the PCP Prov Category Desc and PCP

    Prov Type Desc columns.

    2. Click the Group/Ungroup button.

    3. Select the Member Count column.

    4. From the toolbar, click the Sort button.

    5. Select Descending.

    Task 3: Change the sort order.

    1. Select the PCP Prov Category Desc column.

    2. From the toolbar, click the Sort button.

    3. Select Descending.

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    Notes

    Task 4: Save and run the report.

    1. Click the Run Report button.

    2. Type 201410 for the beginning month year.

    3. Type 201410 for the ending month prompt.

    4. Click Ok.

    5. Click to close the Cognos Viewer window.

    6. From the File menu, select Save As.

    7. Click My Folders and open the IBM Cognos 10 Training folder.

    8. Name the report Demo 4-1.

    9. Click .

    Results: You have modified a simple list report to include both grouping and sorting.

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    Notes Edit Layout Sorting Advanced sorting and grouping are available through the Edit Layout

    Sorting option. This feature will allow you to sort data based on other data

    items that may or may not be displayed in the report. You can also change

    the group order, sort order and sort direction.

    Use Edit Layout Sorting:

    Select a data item in a report

    From the toolbar, select the Sort button.

    Select Edit Layout Sorting

    Set sorts and grouping

    Click Ok

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    Notes Sections Sections are a type of header typically applied to

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IBM Cognos 10 Introduction to Report Studio and Cognos Workspace Advanced Training Guide CAROL OLSEN & ASSOCIATES, INC. 11/16/2012
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