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technology so you can teach Introduction to Cognos Connection 2006
technology so you can teach
Introduction to Cognos Connection
2006
1
2
David Campen
Software Support,
Student Services
651-999-6312
TIES is a school district
cooperative that has been
delivering technology
solutions to educators for 37
years. It helps educators,
school administrators and
students keep up with
changes in information
technology through training,
curriculum software,
support services, consulting,
research and development.
1667 Snelling Ave. N.
St. Paul, MN 55108
651-999-6000 tel
651-999-6099 fax
866-200-8987 toll free
www.ties.k12.mn.us
2006
Introduction to Cognos Connection
Table of Contents 2
Cognos Connection Objectives 4
What is Cognos Connection? 5
What is ReportNet? 8
PC requirements 9
Organizing Cognos Connection Content
Folders 12
Shortcuts 13
Specifying Properties 15
Delete Entries 16
Searching Entries 17
Personalizing 18
Demo 1 – Explore Cognos Connection 19
Open Cognos Connection 20
Create a folder to hold reports 21
Create a shortcut 22
Running Reports
Running reports 24
Report options 25
Report actions 26
Viewing reports 27
Run History 29
Demo 2 – Report View/Outputs 31
Run report in Report Viewer to PDF 32 Run report in Report Viewer to Excel 33
Create a report view in My Folders 34
Create multiple outputs of a report 35
View output options 36
Managing reports
Managing Reports Objectives 40
Saving Reports 43
Print reports 45
Scheduling Reports
Demo 3 – Schedule a Report 47
Single reports 48
Demo 4 – Schedule Multiple Reports 49
Multiple reports (job) 50
View and Manage 51
3
Course Objectives
� In this course, we will:
– use Cognos Connection to access ReportNet tools
– manage reports in Cognos Connection
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Objectives
� In this module, we will:
– examine Cognos Connection
– organize content in Cognos Connection
– personalize Cognos Connection
– explore reports in Cognos Connection
– create a report view
– view report outputs
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What is Cognos Connection?
� Cognos Connection is a Web application used
to:
– create and run reports
– perform administrative tasks, such as scheduling
reports
– organize data by creating entries and storing the
entries in folders
ReportCenter =Cognos Connection
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TSIS
HR/Pay
Finance
Tra
ns
form
atio
n L
ay
er
Layered Star Schema ERD View
Education Data Warehouse (EPMS)Best Practice
125+125+ PrePre--Built ReportsBuilt Reports
Cognos and the Data Warehouse
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TSIS
HR/Pay
Finance
(TFS)
125+125+ PrePre--Built ReportsBuilt Reports
Cognos and Operational Data
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What is ReportNet?
� ReportNet is the Web-based business intelligence
reporting solution from Cognos.
Cognos Connection
Query Studio Report Studio Report Viewer
Data Warehouse
(EPMS Data)
Web Interfaces
for Report
Creation &
Management
Operational
Data (TFS Data)Operational Data
(HR/Pay Data)
Operational Data
(TSIS Data)
Future additional
data warehouse
PowerPlay Web
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Cognos System requirements
�Internet access
For full functionality,
�PC - Internet Explorer (6.0 +) or Netscape 8.0 is recommended.
�Mac – Firefox is recommended for full functionality.
�If you use a popup blocker, you need to allow popup for Cognos Connection
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Raw Data
Organized Information
Better School Decisions
What is Business Intelligence?
� Business intelligence allows you to:
– use district data to support decision-making
– explore and analyze data to reveal trends within a
school/your district
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Centralized Access
� You can access all BI content in Cognos Connection from the TIES
portal.
ReportNet Content
PowerPlay Web Content
Reports
Analysis
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Organize Content with Folders
� You can arrange reports and other content in Cognos
Connection by creating folders.
� Ensure that your folders are logically labeled and organized to
make locating reports quick and easy.
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Organize Content with Shortcuts
� Create a shortcut to point to another entry in Cognos
Connection, such as a report or Web link.
� Use shortcuts to organize information that you use
regularly. For example, if you frequently use a report in
Public Folders, you can create a shortcut in My Folders.
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Organize Entries
� To organize content in Cognos Connection, you can copy
and paste entries, just as you can with files and folders in
Windows Explorer.
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Specify Properties of an Entry
� In Cognos Connection, you can set the default properties
for an entry.
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Delete Entries
� Delete an entry from your My Folders list if you want to
permanently remove it from the portal. For example, you
may want to remove your entries that are outdated.
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Search for Entries� You can search for entries in Cognos Connection whose
name, description, or both, match the string entered in the
search criteria.
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Personalize Cognos Connection
� You can change your preferences to customize the way
entries appear.
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Demo 1
� Explore Cognos Connection
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Open Cognos Connection
� From the Start menu, point to Programs, and then click Internet Explorer. � Internet Explorer opens. � In the Address box, type https://reportcenter.ties.k12.mn.us/crn, and then press Enter.
Click “Yes” to proceed when a security certificate dialog box appears. � The Log on screen appears. � In the User ID box, enter < d3999300###> (##=training number , in the Password box, type
<instructor assigned password> and then click OK. � Cognos Connection opens. From here, we can manage schedules, set personal preferences,
log off, and access Help. We can also set the default portal view, add folders and pages, copy and paste, and search for entries using the Cognos Connection toolbar.
� Authors can also open either Query Studio or Report Studio to create ad hoc or managed reports.
� Click the Public Folders tab. � By default, entries on the Public Folders tab are accessible to all users. � Click EPMS Reporting. � This folder contains four subfolders that contain reports previously created in Query Studio or
Report Studio.
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Create a folder to hold reports
� Create a folder to hold reports � Click the My Folders tab, and then on the toolbar, click New Folder . � The New Folder Wizard page appears. � In the Name box, type <enter your name>, and then in the Description and Screen tip boxes,
type Reports created for <enter your name here>. � In the Screen Tip field, enter <Can you see me?> � Click Finish. � Your named folder is added to My Folders.
� Create a subfolder for more organization. � From the My Folders tab, click on your named folder, and then click New Folder . � The New Folder Wizard page appears. � In the Name box, type <my subfolder>, and then in the Description and Screen tip boxes,
type <my subfolder items are stored here>. � In the Screen Tip field, enter <me too?> � Click Finish. � The subfolder is added to your named folder.
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Create a shortcut
� Create a shortcut. � Beside my subfolder, under Actions, click More, and then click Create a shortcut to this
entry. � Then specify a name and description - New Shortcut Wizard page appears. � Under Location, click Select another location, and then click the My Folders link. � Click OK. � Click Finish, and then click the My Folders link (not the My Folders tab). � A shortcut to the My subfolder folder was added to the My Folders subfolder. Notice the
shortcut icon that appears beside the folder name.
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Define Reports
� A report can refer to either:
– a specification that says which information to include in a
report
– the report information itself
� You can access reports from Cognos Connection.
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Run Reports
� Click a report name to run a report and view data.
� Run a report with options to run, print, or save it, using
chosen options.
Run reports Run a report with options
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Run a Report with Options
� Run a report with options:
– to override the default run options set for the report
– to view data
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Perform Report Actions in Report Viewer
� While viewing a report in Report Viewer, you can perform
many actions that are available from the Run with options
and the Run with advanced options pages.
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View a Report
� Click a report name to view the most recently saved copy
of the report.
HTML
CSV
EXCEL
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View Report Output Versions
� You can analyze older data in a report by viewing
previous report output versions.
Previously saved versions of the MCA Math Profile By School (Detail) report in CSV, PDF, Excel and HTML formats
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View the Run History of Reports
� You can view the run history of a report to examine:
– when the report was requested
– the start time and completion time for the report
– whether the report executed successfully
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Create Report Views
� Create a report view to produce a customized version of a
report.
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Demo 2
� Create a Report View and Report Outputs
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Run Report in Report Viewer to PDF
� View a Student report in Report Viewer. � Click the Public Folders tab, and then click EPMS Reporting. � Select the NCLB folder � Click on District Performance by Special Population Groups report name � Select the following options (Select Year: 2005, Select Test Subject: Reading) then click
Finish
� Convert report to a PDF file � Select the view in PDF format icon – the report will run with the same options as you originally
requested.
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Run Report in Report Viewer to Excel
� View a Student report in Report Viewer. � Click the Public Folders tab, and then click EPMS Reporting. � Select the Student Performance folder � Select the MCA Math folder � Click on MCA Math Profile By School (Detail) report � Select the following options (Select School: Elementary 0105, Select Test Year: 2005, Select
Grade Level: 05) then click Finish
� Convert report to a Excel file � Select the “View in Excel 2000 single sheet format” icon – the report will run with the same
options as you originally requested.
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Create a report View in My Folders
� Copy a report to My folders. � Open Public Folders>EPMS Reporting>Student Performance>MCA Math>MCA Math Profile
By School (Detail) � Beside MCA Math Profile By School (Detail) under Actions, click More. � The Perform an action - MCA Math Profile By School (Detail) page appears. � Click Create a report view of this report... . � The Specify a name and description - New Report View Wizard page appears. � In the Name box, type My copied report, under Location, click the button beside My Folders,
and then click Finish. � A copy of the report is saved to My Folders.
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Create multiple outputs of a report
� Create multiple outputs of a report. � Beside My copied report, under Actions, click Run with options – My copied report . � The Run with options – My copied report page appears. � Click Advanced options. � The Run with advanced options page appears. � In the Delivery section, click the button beside Save the report, and then ensure that the Save box is selected. � In the Time section, ensure that the button beside Now is selected, and then under Formats, clear the HTML
check box, and then select the PDF and the Excel 2000 Single Sheet check boxes. � Click Run, � Select options: (Select School: Elementary 0105, Select Test Year: 2005, Select Grade Level: 05) � Review options and then click OK. � The report outputs will be generated at the specified time. � View report output versions. � On the toolbar, click Refresh . � Beside My copied report, under Actions, click View the output versions for this report – My copied report . � The View report output versions – My copied report page appears.
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View report output versions
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Summary
� In this module, we have:
– examined Cognos Connection
– organized content in Cognos Connection
– personalized Cognos Connection
– explored reports in Cognos Connection
– created a report view
– viewed report outputs
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Question
How can you customize Cognos Connection?
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Manage Reports in Cognos Connection
Cognos ReportNet 1.1
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Objectives
� In this module, we will:
– view the run history of reports
– save reports to a publicly accessible location
– distribute reports by email
– print reports
– schedule reports
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Run History of Reports continued
� You may choose to run reports in the background, without anyone
waiting to view them.
� You may want to verify if these reports were run successfully or
how often the reports were run in the background.
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Distribute Reports
� You can distribute reports to other users to share
information with them.
� You can distribute reports by:
– saving them where other users can access them
– sending them to other users by email
– printing them
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Save Reports
� You can share reports with others by saving them in a
location that is accessible to other users, such as the
public folders.
� Public folders typically contain reports that are of interest
to many users.
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Send Reports by Email
� You can share a report with others by sending the report
by email.
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Print Reports
� You can print a PDF version of a report to obtain a hard
copy of the information.
� Print a report if your computer is not available, or if you
want to take a copy of a report to a meeting.
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Schedule Reports
� You can schedule reports to run at a time that is
convenient for you, such as during off hours when
demands on the system are low.
� You can schedule reports individually or by using a job.
� You can schedule reports to run by minute, hourly, daily,
weekly, monthly, or yearly.
� After you create a schedule, the report or job runs at the
date and time specified.
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Demo 3
� Schedule a Report
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Schedule a Single Report
� You can schedule a
single report to
run at a later time
or on a recurring
date and time.
• Beside My copied report, under Actions, click Schedule – My copied report.
• The Schedule – My copied report page appears. Here we can specify when we want the report to run, how frequently we want to create report outputs, and the format of these report outputs.
• In the Frequency section, click the By Day tab, and then click the button beside Every 1 minute(s).
• In the Options section, select the PDF check box.
• In the Delivery section, ensure that the Save check box is selected, ensure that the button beside Save the report is selected, and then click OK.
• The report is scheduled to run every minute. Because we specified that we wanted to save the report, PDF and HTML report outputs will be created after each two-minute interval.
• After a minute has passed, click Refresh.
• Beside Demo My copied report, under Actions, the View the output versions for this report – My coped report icon shows that the Schedule Management tool has generated report outputs.
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Demo 4
� Schedule Multiple Reports
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Schedule Multiple Reports
� You can set the same schedule for multiple reports by
creating a job.
� A job identifies a collection of reports, report views, and
other jobs that are scheduled to run together and share
the same schedule settings.
• Click on My Folders tab
• On the toolbar in Cognos Connection, click New Job., The New Job Wizard opens.
• In the Name box, type My test job, notice that since we started from “My Folders” the default location displays “My Folders”. Click Next.
• Under Step options, click Add.
• Select the My copied report and My copied report 2 and then click Add.
• The two reports are added to the job.
• Click OK, and then under Job options, click Set.
• We want to specify options for the entire job. The choices that we make on this screen will apply to both of the reports in the job.
• Select the Specify the formats check box, clear the HTML check box, and then select the Excel 2000 Single Sheet check box.
• When this job runs, we want it to generate an Excel version of each report.
• Click OK, and then in the Submission of steps section, click In sequence.
• Click Next, under Delivery ensure the Save the reports check box is selected, and then click Next again.
• Click the By Day tab, click the button beside Every 1 minute(s), and then in the box, delete 1 and type 2.
• Under End, click the End by button, and then set the End by time to be 4 minutes later.
• The Multiple Reports test job will be executed every one minute. In the process, the job will generate two report outputs, both in Excel format.
• Click Finish, click the My Folders link if not already selected, and then view My test job
• The My test job is added to the My Folders.
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View and Manage Schedules
� You can use the Schedule Management tool to view and
manage the schedules you have created.
• In the top right corner of Cognos Connection, click the Tools link, and then click Schedule Management.
• The Schedule Management tool opens. The result appears as shown below:
• The Activity tab shows the reports and jobs that have been scheduled and the times they were requested, and also indicates whether they executed successfully. We can see that the Multiple reports test job was requested and executed successfully, producing outputs for both reports.
• Click the Refresh button, and then beside My test job, under Actions, click View outputs – My test job .
• The View report output versions screen appears. We can see that one Excel output was generated for this report.
• Click the Excel icon.
• The report opens in Microsoft Excel format. Close Excel.
• Click Close, and then click the Schedule tab.
• We can see the My test job that we created and scheduled previously. We now want to disable the schedule so that it does not run anymore.
• In the Actions column, click More, and then click Set properties. The Set properties – My test job screen appears.
• Click the Job tab, select the Disable the schedule check box, and then click OK.
• The schedule for the job is disabled. No more report outputs will be created by this job until we enable the schedule again or run the job manually.
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Summary
� In this module, we have:
– viewed the run history for reports
– saved reports to a publicly accessible location
– printed reports
– scheduled reports
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Question
Why would you view the run history of a
report?
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Question
Why would you create a job?
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