Internal and Confidential

Cognos 8 – Query Studio

CONFIDENTIAL

April 20, 2023

April 20, 2023

Examine Query Studio

• Query Studio is the ad hoc querying tool for ReportNet.

• Use Query Studio to:

– explore the corporate information that is available to you

– create ad hoc reports that can be viewed by others

– customize ad hoc reports that have been saved

– compare and analyze data

April 20, 2023

Examine Packages

• The ad hoc reports that you create in Query Studio are based on packages published from Framework Manager.

• Packages use corporate business rules to define and group the data to be used for business reporting.

April 20, 2023

Open Query Studio

• You access the Query Studio tool from the Cognos Connection Web portal.

April 20, 2023

Create an Ad Hoc Report

• You can create a new report by inserting items from a package into an empty report.

April 20, 2023

Open Existing Ad Hoc Reports

• You can open an existing report to:– view the most current data in the report– make changes to report– the report– use it as the basis of a new

Open the report in Query Studio by clicking the report

link or the Edit with Query Studio icon.

Click the Run with Options button to open the report with the Report Viewer tool.

April 20, 2023

Add Data to Ad Hoc Reports

• You can add data to an empty report by choosing the report items from the package.

• You can expand the scope of an existing report by inserting additional report items, or you can focus on specific data by removing unnecessary report items.

April 20, 2023

Save Ad Hoc Reports

• Save your reports to preserve any changes.

• You can also save a report using a different name or location to use it as the basis of a new report.

April 20, 2023

View Data in Ad Hoc Reports

• You can open a report in Report Viewer to look at the most recent data from the data source.

• You can also look at the most recent data while you are editing the report in Query Studio.

HTML Report in English PDF Report in German

April 20, 2023

Print Ad Hoc Reports

• Print your report to obtain a paper copy.

• You can print a report directly from Query Studio, or from Cognos Connection.

April 20, 2023

Display Data with List Reports

• Create a list report to show information in a list, such as products or customers.

• A list report shows data in rows and columns.

April 20, 2023

Display Crosstab Reports

• Create a crosstab report to present data more clearly. • You create a crosstab report by rotating the values in a list report to produce column

headers.• A crosstab report shows a summary value at the intersection of each row and column.

List Report Before Pivoting

Crosstab Report after Pivoting on Country Column

April 20, 2023

Display Data Graphically with Charts

• Create a chart to present information graphically.

• Charts are useful for seeing patterns and trends in data.

April 20, 2023

Specify a Chart Type

• Consider what you want the chart to illustrate before you choose a chart type.

Use a pie chart to highlight proportions rather than actual values.

Use a column chart to show how data changes over time.

Use a bar chart to place less emphasis on time and focus on comparing values.

April 20, 2023

Specify a Chart Type (Cont’d)

• Consider what you want the chart to illustrate before you choose a chart type.

Use an area chart to show how much the value of a measure changes over time.

Use a column line chart to compare two different measures in the same chart.

Use a radar chart to compare measures using a radial figure.

Use a line chart to plot many measures.

April 20, 2023

Enhance the Display of Charts

• Consider what you want the chart to illustrate before you choose a chart variation.

Use the stacked and 100% stacked variations to distinguish the value of each measure by a differently colored section in each stack.

In the 100% stacked variation, the top of each stack represents 100%.

Use the standard variation to distinguish each measure by a differently colored data marker.

Use the 3D display to enhance the chart with a three-dimensional visual effect.

April 20, 2023

Filter Data in Ad Hoc Reports

• Create a filter to retrieve a subset of records in a report.

• Any data that does not meet the criteria of the filter is eliminated from the report.

April 20, 2023

Add Calculated Data to Ad Hoc Reports

• Use calculations to add data items to your report that do not exist in the underlying data source.

• Calculation results are not stored in the underlying data source. Instead, Query Studio reruns the calculation each time you run the report.

• The results of a calculation are always based on the most current data in the data source.

• You can create calculations directly in an ad hoc report, or add predefined calculations from the package.

April 20, 2023

Create Calculated Columns

• You can add value to your reports by calculating the data in one or more columns.

April 20, 2023

Run Ad Hoc Reports

• Run a report to view the most recent data or report design.

April 20, 2023

Specify Run Options

• You can run your reports with all of the data, some of the data, or none of the data.

April 20, 2023

Specify Properties for Ad Hoc Reports

• In Cognos Connection, you can specify unique properties for each ad hoc report that you create in Query Studio.

April 20, 2023

View Ad Hoc Reports in PDF Format

• You can render ad hoc reports in Adobe Acrobat format before distribution and printing.

April 20, 2023

View Ad Hoc Reports in HTML Format

• You can render ad hoc reports for the Web browser (HTML) for distribution over an intranet.

April 20, 2023

Format Data in Ad Hoc Reports

• You can format qualitative and quantitative data in report columns.

April 20, 2023

What is New in Query Studio 8.4?

• View Lineage Information for Data

– A data item's lineage information traces the item's metadata back through the package and the package's data sources. Viewing lineage information ensures that you add the correct data items to a report. For example, you can view the lineage information of a model calculation to see how it was created.

• Enhanced Sorting and Filtering

– You can add filters without adding a column. A context menu in the data tree allows for adding filters directly from the tree without first having to add the data item to the report.

– Text filters include multi-line text control.

– You can paste text from other applications into type-in filters.

– You can also use wildcards to define filters.

• Extended Suppression Capabilities

– You can suppress rows, columns, or rows and columns based on zero, null, divide by zero, and overflow values in reports created with relational, dimensionally-modeled relational, and OLAP data sources.

April 20, 2023

What is New in Query Studio 8.4?

• More User Preferences

New preferences include the following:– Data retrieval mode allows to run a report with all data, preview with

limited data, or preview with no data.– Default template for reports can be specified.– You can select the type of filter dialog to use by default. These include

picklist, type-in, or select with search.

• Enhanced Drill-through Capabilities

– In earlier versions of IBM Cognos 8, model-based drill-through supported only reports created in Analysis Studio, Query Studio, or Report Studio as targets. Other types of drill-through targets are now supported. For example, you can drill through to PowerPlay Studio reports saved in the content store, or to a PowerCube.

April 20, 2023

Answers

Q 1) How do you create new ad hoc reports?

A 1) You can create new ad hoc reports by inserting items from a package into an empty report.

Q 2) Before creating a new ad hoc report what should you consider?

A 2) You should consider:

1) What business question's) do you want to answer?

2) What type of report will most effectively address these questions?

3) Who is the target audience?

4) What data items and calculations do you require in the report to answer your business questions?

Q 3) What are the minimum requirements to create a chart?

A 3) You must have at least one measure and one non-measure in your report to create a chart.

Q 4) What happens to data that does not meet the criteria of a selected filter?

A 4 ) Any data that does not meet the criteria of a filter is eliminated from the report.

April 20, 2023

Answers

Q 5) Where are calculation results stored?

A 5) Calculation results are not stored in the underlying data source. Instead, Query Studio recalculates the data each time you run the report.

Q 6) Why would you run a report in preview mode?

A 6 ) Running a report in preview mode saves time and computer resources by limiting the number of rows that your report retrieves.

Q 7) Which formats can be used to render Query Studio reports, and why would you select a particular format?

A 7) The formats are:

1) HTML - for distribution over an intranet

2) PDF - to save a snapshot of your report data for distribution and printing.

3) CSV - for use in other applications, such as Microsoft Excel.