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IBM Cognos 8 Report Studio Cookbook · PDF file Starting with Cognos PowerPlay and :...

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  • IBM Cognos 8 Report Studio Cookbook

    Over 80 great recipes for taking control of Cognos 8 Report Studio

    Abhishek Sanghani

    P U B L I S H I N G

    professional expert ise dist i l led

    BIRMINGHAM - MUMBAI

  • IBM Cognos 8 Report Studio Cookbook

    Copyright © 2010 Packt Publishing

    All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

    Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

    Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

    First published: May 2010

    Production Reference: 1210510

    Published by Packt Publishing Ltd. 32 Lincoln Road Olton Birmingham, B27 6PA, UK.

    ISBN 978-1-849680-34-9

    www.packtpub.com

    Cover Image by Tina Negus ([email protected])

  • Credits

    Author Abhishek Sanghani

    Reviewers Terry Curran

    Marco Hartman

    Sascha Mertens

    Ramesh Parcha

    Acquisition Editor Rashmi Phadnis

    Development Editor Neha Patwari

    Technical Editor Neha Damle

    Copy Editor Sanchari Mukherjee

    Editorial Team Leader Gagandeep Singh

    Project Team Leader Lata Basantani

    Project Coordinator Joel Goveya

    Proofreader Lesley Harrison

    Indexer Hemangini Bari

    Production Coordinator Alwin Roy

    Cover Work Alwin Roy

  • About the Author

    Abhishek Sanghani was born in India and attended Mumbai University where he majored in Computer Engineering. He began his career in 2004 as a Business Intelligence and Cognos Consultant, and has worked with leading IT and Finance Services companies since then.

    He pursued Finance Management degree along with his work in the field of Cognos and BI, successfully progressing and winning awards and certifications year after year. Presently, he is working in the United Kingdom, utilizing his skills of Cognos, SQL, BI and Data Warehousing. In his free time, he writes technical blogs and also provides trainings/seminars on demand. This book is his first attempt in technical authoring.

    Mail ID: [email protected]

    Blog: http://biandcognos.blogspot.com/

    I would like to thank the entire PACKT Publishing team for helping this endeavor. On the personal front, I am thankful to my loving wife Dolly for all the support, and my friend and work mate Amma Manso for all the valuable advice.

  • About the Reviewers

    Terry Curran has worked in the IT industry for over 20 years after graduating from the University of Stirlling with an MSc in Software Engineering. He has considerable software development experience in many industries.

    He has extensive knowledge of Cognos Reporting solutions, having worked with Cognos Business Intelligence software for a range of industries from Aviation to Pharmaceuticals over the past 10 years.

    He is currently working as a freelance Cognos Business Intelligence consultant and contractor.

    Marco Hartman is a Senior Business Intelligence Consultant, currently working at Imtech ICT Performance Solutions in the Netherlands.

    He’s working with Cognos products since 2004. Starting with Cognos PowerPlay and Impromptu, he now is an expert in the Cognos 8 platform. Marco is fully certified for Cognos 8 BI (Author, Modeler, Administrator, Scorecarding), Cognos 8 Planning and Cognos TM1. Besides Cognos, he also has experience with Business Objects and Microsoft SQL Server BI.

    Marco works on different projects and customers. He is a qualified consultant who understands the needs of the customers. Besides his projects he is a trainer at IBM Cognos, Netherlands. He also likes to anticipate new developments.

    Marco studied Business Administration at the Radboud University in Nijmegen and specialized in ‘Knowledge and Information Management’. In his free time, he likes playing tennis and snowboarding.

  • Sascha Mertens graduated at the German University for Applied Sciences (HS Niederrhein) in 2001 as an engineer of economics. Focusing on the business part of his degree he began to work with Corporate Performance Management (CPM) topics in his thesis of ‘Redesign of a controlling system by means of a management information system (MIS)’.

    When starting to work for Deloitte in 2001 he was trained and certified in Analyst and Contributor by Adaytum—the original software producer—before they were acquired by Cognos and subsequently by IBM. With his gained knowledge, Sascha started to work for the first German Planning project with the Volkswagen Financial Services AG which was brought up to a status that is still alive today.

    With the modeling of system designs and architectural concepts as well as their implementations into CPM systems, Sascha developed all kinds of planning models such as sales planning, cost planning, personnel planning etc, up to the resulting financial plans. Closely working together with Cognos, Sascha became a beta tester for several upcoming Planning releases and a community leader in one of the leading Cognos Planning forums on the internet.

    With a strong focus on the conceptual and business side, he conducted a study for the ‘State of planning within German companies’ (‘Standortbestimmung zur Planung in deutschen Unternehmen’) and offered various public webcasts such as ‘planning scenarios and simulations on board level’, ‘business planning for health insurance companies ‘, ‘decentralized sales planning within the franchise industry’, and ‘driver based planning within a fleet management company’.

    During his time with Deloitte Sascha made up his way to a senior managing level and designed and implemented Cognos Planning on a full-time basis in over 15 Cognos Planning and BI projects nationally, European and overseas in the last six years.

    Since 2008, Sascha has been working for conunit, a consulting firm specialized on CPM and BI solutions and ‘Cognos Partner of the year 2008 for Germany and Europe’. Within conunit Sascha and his team continue the Cognos Planning story with an offering of all kind of services around the IBM Cognos CPM and BI products including full scope projects (concept, design, and implementation), version upgrades and their migrations, as well as performance enhancements and system improvement checks.

    It was a great pleasure reviewing this book. I am sure that it will be very helpful to you in setting up the Reporting system in your company. I would also like to thank people from Deloitte and Cognos that I worked with in collaborative projects who helped me in gaining the experience with the product.

  • Ramesh Parcha graduated in Mechanical Engineering from Gulbarga University in the year 1991.

    After working for 7 years in Government Organization SETKHAM (Society for Training & Employment Promotion), Khammam, AP India, he worked for 4 Years in SIS Infotech Pvt ltd., Hyderabad, India.

    He has also worked at the following places:

    f Marketstrat Inc, Dublin, CA as a a Systems Engineer

    f Minneapolis, MN as IDS (International Decision Systems)

    f Virginia Department of Social Services, Richmond, VA as Sr Cognos Developer

    f Tyco Fire & Building Products, Lansdale, PA as a BI and Web Developer

    f Life Technologies, Carlsbad, CA as a Sr Cognos Consultant

    I would like to thank Wilson D'souza and Joel Goveya.

  • Table of Contents Preface 1 Chapter 1: Report Authoring Basic Concepts 7

    Introduction 7 Summary filter and detail filter 9 Sorting grouped values 12 Aggregation and rollup aggregation 14 Implementing IF THEN ELSE in filters 16 Data formatting options: Dates, numbers, and percentages 18 Creating sections 21 Hiding column in crosstab 23 Prompts: Display value versus use value 26

    Chapter 2: Advanced Report Authoring 31 Introduction 31 Adding a cascaded prompt 32 Creating nested report: Defining master detail relationship 35 Writing back to the database 39 Adding conditional formatting 43 Running difference: Negative values in brackets and red 47 New conditional styling with v8.3 onwards 50 Conditional block: Many reports in one 53 Drill-through from crosstab intersection 57 Overriding crosstab intersection drill-through definition 59

    Chapter 3: Tips and Tricks: JavaScripts 61 Introduction 61 Dynamic default value for prompt 62 Changing title of the dropdown box 65 Listbox: Applying Deselect All on rerun 67

  • ii

    Table of Contents

    Validating textbox prompts 68 Show/Hide prompt controls at runtime 70 Automatic selection and submission of values 73 Manipulating Date Time control 76 Variable width bar chart using JavaScript 79

    Chapter 4: Tips and Tricks: Report Page 83 Introduction 83 Showing images dynamically (Traffic Light report) 84 Handling missing image issue 87 Dynamic links to external website (Google Map examp

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