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User Guide Apparo Fast Edit for IBM Cognos Analytics ... · PDF fileApparo Fast Edit for IBM...

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  • [1]

    User Guide

    Apparo Fast Edit

    for

    IBM Cognos Analytics

    Version 3.0.7.1

  • [2]

    Content

    1 Premises ........................................................................................................................... 5

    1.1 Business Case Export/Import ..................................................................................................... 6 1.1.1 Export der Business Cases from Version 2.0 ................................................................................................. 6 1.1.2 Export der Business Cases from Version 3.0.6 .............................................................................................. 6

    1.2 Import von Business Cases ........................................................................................................ 7

    2 Designing Business Cases .................................................................................................. 8

    2.1 Start screen with a list of all Business Cases .............................................................................. 9 2.1.1 Definition ........................................................................................................................................................ 9 2.1.2 Buttons and Sorting ........................................................................................................................................ 9 2.1.3 Folder ............................................................................................................................................................ 10

    3 Description and normal mode ......................................................................................... 11

    4 Database & E-Mail connections ....................................................................................... 12

    4.1 Database connections ............................................................................................................. 12 4.1.1 Supported databases ................................................................................................................................... 12 4.1.2 Buttons .......................................................................................................................................................... 12 4.1.3 Creating a new database connection .......................................................................................................... 13

    4.2 Email connections .................................................................................................................... 17 4.2.1 List of e-mail connections ............................................................................................................................ 17 4.2.2 Supported protocols..................................................................................................................................... 17 4.2.3 Buttons .......................................................................................................................................................... 17 4.2.4 Creating a new e-mail connection ............................................................................................................... 18

    5 Transaction handling ...................................................................................................... 19

    5.1 OK-Button behaviour without the CLOSE-Button .................................................................... 19

    5.2 OK-Button and CLOSE-Button behaviour ................................................................................. 19

    5.3 Behaviour of the CANCEL-Buttons ........................................................................................... 19

    6 Table Business Cases (Table BC) ....................................................................................... 20

    6.1 Definition ................................................................................................................................. 20

    6.2 Areas of a Table Business Case ................................................................................................ 21

    6.3 Create a new Business Case ..................................................................................................... 22

    6.4 Business Case Functions .......................................................................................................... 23 6.4.1 Features areas and features ........................................................................................................................ 24

    6.5 Edit view of the Business Case ................................................................................................. 25

    6.6 Business Case Settings ............................................................................................................. 26 6.6.1 Main settings ................................................................................................................................................ 26 6.6.2 Widgets ......................................................................................................................................................... 27 6.6.3 Edit view........................................................................................................................................................ 27 6.6.4 Widget types and areas................................................................................................................................ 28 6.6.5 Widgets in the Edit Area .............................................................................................................................. 29 6.6.6 Special functions in the widget settings ...................................................................................................... 30 6.6.7 Widget settings for the example Input field ............................................................................................. 33 6.6.8 Special settings other widget types ............................................................................................................. 43

    6.7 Business Case Functions .......................................................................................................... 52 6.7.1 Standard Buttons .......................................................................................................................................... 52 6.7.2 Own action buttons ...................................................................................................................................... 54 6.7.3 Filter data output ......................................................................................................................................... 60 6.7.4 Filter widgets ................................................................................................................................................ 61

  • [3]

    6.7.5 Combine Widgets with AND/OR .................................................................................................................. 61 6.7.6 Variables ....................................................................................................................................................... 62 6.7.7 Inserting of new data rows .......................................................................................................................... 74 6.7.8 Deleting of data rows ................................................................................................................................... 75 6.7.9 Bulk data update .......................................................................................................................................... 76 6.7.10 Excel Import .................................................................................................................................................. 77 6.7.11 Verify that all the files were imported ........................................................................................................ 86 6.7.12 Excel Export .................................................................................................................................................. 87 6.7.13 Copying of data rows.................................................................................................................................... 90 6.7.14 Checking primary key ................................................................................................................................... 91 6.7.15 Data row validator ........................................................................................................................................ 92 6.7.16 Data transaction handling ............................................................................................................................ 93 6.7.17 Automatic scripts and database procedures............................................................................................... 94 6.7.18 Auditing of data changes ............................................................................................................................. 96 6.7.19 Data History .................................................................................................................................................. 99 6.7.20 Security ..................................................................................................................

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