Download - 01.Cognos Insight User Guide 10.1.0

8/10/2019 01.Cognos Insight User Guide 10.1.0

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Cognos Insight User Guide 10.1.0

Contents

1. Introduction

2. Getting data

2.1. Getting data quickly

2.2. Importing and mapping dimensions or cubes

2.3. Importing from a relational data source

2.4. Refreshing data

2.5. ransferring in dimensions

3. !naly"ing data

3.1. #$ploring data3.1.1. #$ploring connections bet%een dimensions

3.1.2. &earching for members

3.1.3. Returning to the original results

3.2. &orting

3.3. 'esting( slicing( and dicing data

3.4. )alculations

3.4.1. !dding a simple calculation

3.4.2. #$ception highlighting

3.4.3. )alculating *ariance

3.4.4. )alculating *ariance percentage

3.4.5. )alculating contribution margin

3.4.+. )hanging ho% totals are displayed for measures

3.4.,. )alculating the highest contribution

3.4.-. )alculating the lo%est contribution

3.4.. #diting a calculation

3.4.1/. #diting all calculations

3.5. #$amples0 Rules

3.+. !dding currency symbols to measures3.,. #ntering data

3.-. uplicating a member

3.. &preading data

3..1. &preading data equally across cells

3..2. &preading data proportionally across cells

3.1/. ree"ing ro%s or columns

3.11. iding ro%s or columns

3.12. &uppressing empty ro%s or columns

3.13. #$porting data

3.14. rinting

4. esigning a %orkspace

4.1. !dding or remo*ing tabs

4.2. !dding a crosstab

4.3. )harts

4.3.1. !dding a chart

4.3.2. )hart types

4.3.3. )hanging the chart type

4.3.4. &ho%ing or hiding the total on a chart4.3.5. )harting nested data

4.3.+. sing the same a$is for all charts

4.3.,. &ho%ing or hiding the *alues on the a$es

4.3.-. &ho%ing or hiding the legend

4.3.. &ho%ing or hiding the labels

4.3.1/. iding a chart

4.4. #$ample0 isplaying different data in a crosstab and a chart

4.5. !dding action buttons to na*igate the tabs

4.+. !dding action buttons that run a script

4.,. !dding te$t

4.-. !dding images

4.. !dding a %eb page for additional conte$t

4.1/. !pplying themes

4.11. )hanging the colors for all %idgets

4.12. &haring information bet%een %idgets

4.13. 6ocking the %orkspace

5. Restructuring your data

5.1. )reating cubes( dimensions( and measures5.2. &haring or copying a dimension

5.3. #diting a dimension or measure

5.4. )hanging the format of measures

5.5. !dding members

5.+. 7rgani"ing members into a hierarchy

5.,. #$panding hierarchies to display all members

5.-. 7rgani"ing dimensions into a hierarchy

5.. !dding a te$t measure

5.1/. !dding and *ie%ing comments in cells

5.11. 7rgani"ing cubes into folders

5.12. eleting an ob8ect

+. &haring( publishing( and distributing

+.1. &haring the %orkspace file

+.2. ublishing to a central ser*er

+.3. ublishing and distributing

,. )ontributing to a plan

os Insight User Guide 10.1.0 http://pic.dhe.ibm.com/infocenter/ctm1/v10r1m0/advanced/print.j

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,.1. !dding your contribution

,.2. #ntering data

,.3. )ommitting or resetting the data

,.4. &ubmitting your contribution

,.5. Re8ecting a submission

-. 9aintaining ser*er:based %orkspaces

-.1. )onnecting to a )ognos 91 system

-.2. 9aintaining a published application

-.3. esigning a contribution e$perience

-.4. )reating a )ognos lanning &er*ice archi*e

. !ccessibility features

.1. ;eyboard shortcuts

.2. ighlighting data in a screen reader

.3. I


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1. Introduction

>ith I


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". Getting data

@ou can quickly import data using the default mapping of the source data. @ou can map dimensions into hierarchies during import. @ou can map dimensions and

measures into cubes during import.

Getting data #uickly

o e$plore and share data quickly( you can use the default mapping of the source data.

Im!orting and ma!!ing dimensions or cubes

>hen the source data includes many columns( e$amine the source data and identify %hich columns should be defined as dimensions( le*els( attributes( or

measures. @ou can choose to import dimensions only or to import both dimensions and measures in a cube. he source data can be a file( a list report( a

cube *ie%( a dimension subset( or a relational data source.

Im!orting from a relational data sourcehen you transfer hierarchies from I


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".1. Getting data #uickly

o e$plore and share data quickly( you can use the default mapping of the source data.

&efore you begin

hen you import from the %orkbook( only the data on %orksheet 3 is

imported. !nother option is to use the Im!ort 'imensionsor Im!ort 'atacommands.

(rocedure

)lick Get 'ataF )uick Im!ort.1.

&elect the file that you %ant to import.

he Im!ort%i"ard appears if the file meets one or more of the follo%ing conditions0

more than 1/ dimensions

more than 1//(/// ro%s for 9icrosoft #$cel %orkbooks

larger than 1/ megabytes for files that contain comma:separated *alues or tab:separated *alues

no header ro%

an inconsistent number of fields in the first 1// ro%s

2.

$esults

he first column in the source file and the measures are displayed in the crosstab. he other columns are a*ailable as dimensions in the o*er*ie% area.

(arent to!ic*Getting data

$elated tasks0

Importing and mapping dimensions or cubes


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".". Im!orting and ma!!ing dimensions or cubes

>hen the source data includes many columns( e$amine the source data and identify %hich columns should be defined as dimensions( le*els( attributes( or

measures. @ou can choose to import dimensions only or to import both dimensions and measures in a cube. he source data can be a file( a list report( a cube

*ie%( a dimension subset( or a relational data source.

&efore you begin


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o customi"e the properties of a dimension( select the heading for the item in the 'ata (reiewfield and complete the follo%ing actions0

#$pand Adanced +a!!ingto display all properties.a.

If you are importing a dimension %ith multiple le*els and the member names are not unique( select the )ualify member namescheck bo$ and specify

a character for the separator.

If member names are all unique( clear the )ualify member namescheck bo$.

!n e$ample of non:unique members at the same le*el is the @ears dimension. #ach year contains a first quarter and each first quarter contains anuary.

!n e$ample of non:unique members at different le*els is the 'orth !merica dimension. 7ntario is listed as a city in )alifornia and 7ntario is listed as a

pro*ince in )anada.

b.

o create a member that displays a total for the dimension( ensure that the Create total elementcheck bo$ is selected.c.

o mo*e the dimension in the structure( change the 'imension Inde/field.

@ou can also drag the dimension to a ne% location.

d.

&pecify ho% the consolidated members %ill be sorted.e.

&pecify ho% the leaf( or child( members %ill be sorted.f.

&pecify ho% to update the cube. 'e% *alues can be added to e$isting *alues or ne% *alues can replace e$isting *alues.g.

4.

If you are using the Im!ort 'imensionscommand( select the dimension that is structured as a parent:child hierarchy( select the (arent-Childcheck bo$(

and complete the follo%ing actions0

9ap the columns in the source that %ill be the parent.a.

9ap the columns in the source that %ill be the child.b.

&pecify ho% to update the target. 'e% members can be appended to e$isting members or ne% members can replace e$isting members.c.

5.

o define a le*el( complete the follo%ing actions0

&elect the heading for the item in the 'ata (reiewfield. @ou can select multiple items and define them all as le*els in one step.a.

)lick ,eelunder +a!!ing %y!e.b.

In the wner 'imensionfield( select the dimension that this le*el belongs to.

or e$ample( the source lists @ears( Duarters( 9onths( and ays as separate columns. #ach column is defined as a separate dimension. o create a

hierarchy %ith @ears at the top and ays at the bottom( define Duarters( 9onths( and ays as le*els %ith @ears as the le*el at the top.

c.

o mo*e the le*el in the structure( change the ,eel Inde/field.d.

+.

o add an attribute to a le*el( complete the follo%ing actions0

&elect the heading for the item in the 'ata (reiewfield. @ou can select multiple items and define them all as attributes in one step.a.

)lick +ember Attributeunder +a!!ing %y!e.b.

&pecify the data type for the attribute.c.

&elect the dimension and le*el that this attribute belongs to.d.

7ptional0 efine the attribute as an alias. !n alias adds data that can be used as an alternate name for a member( such as a name in another language.

#ach alias must ha*e a unique name.

e.

,.

If you are using the Im!ort 'atacommand( define measures for the cube by completing the follo%ing actions0

#$pand Adanced +a!!ingto display all properties.a.

&elect the heading for the item in the 'ata (reiewfield. @ou can select multiple items and define them all as measures in one step.b.

)lick +easureunder +a!!ing %y!e.c.

&pecify the data type for the measure.d.

o mo*e the measure in the structure( change the +easure Inde/field.e.

-.

If you %ant to e$clude a column from the import( select it in 'ata (reiewfield and click 'o not ma!under +a!!ing %y!e.

@ou can select multiple dimensions and e$clude them from the import in one step.

.

If you %ant to add a calculated column( complete the follo%ing actions0

)lick Add calculated column.a.

&elect the e$pression that is created.b.

ype the e$pression in the 2/!ressionfield. #$pressions must end %ith a semicolon AHB.

or e$ample( to add a calculated column for #mployee 'ame that concatenates 6ast 'ame and irst 'ame( define the follo%ing e$pression0

v_Expression = v_Last_Name_0 | ',' | v_First_Name_1;

@ou can also use a calculated column to rename members( for e$ample( to ha*e the source match the target names or to remo*e e$traneous characters

from the source.

or more information about formulas for the e$pression( see the IBM Cognos TM1 Reference Guidethat is a*ailable here in the section0 I


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$elated tasks0

Getting data quickly

Importing from a relational data source

Refreshing data

)reating cubes( dimensions( and measures


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".3. Im!orting from a relational data source


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".7. $efreshing data

>hen the contents of the data source change( you can import the ne% data.

(rocedure

)lick the Contenticon and then click 'ata.1.

Right:click the cube %hose data you %ant to refresh.2.

)lick one of the follo%ing commands0

ilent $efresh%hen you do not need to change the mappings that you defined earlier. If you imported the same source se*eral times( the ilent

$efreshcommand uses the last mappings. @ou do not ha*e any more steps to complete.

Guided $efresh%hen you need to define different mappings

3.

If you are using the Guided $efreshcommand( complete the follo%ing actions0

)lear the target data.a.

&pecify ho% to update the cube. 'e% *alues can be added to e$isting *alues or ne% *alues can replace e$isting *alues.b.

&elect additional columns and define their mapping type. !ny columns that you drag to an e$isting cube can be measures or attributes. @ou cannot

change them to be dimensions or le*els.

or more information on mapping the source to the target( see Importing and mapping dimensions or cubes.

c.

If you %ant to delete e$isting dimensions( right:click the dimensions and click 'elete.d.

If you %ant to import fact data( or measures( only( map to the leaf le*el of a hierarchy.

@ou can change the mappings for measures. or e$ample( you earlier imported a measure called )ost. @ou are no% importing a measure called nit )ost

and you %ant the data for nit )ost to be in the )ost measure. @ou map the nit )ost measure to the )ost measure in the Im!ort%i"ard.

e.

4.

If the names of measures do not match( add a calculated column that renames the source to match the e$isting measures in the target by completing the

follo%ing actions0

)lick Add calculated column.a.

&elect the e$pression that is created.b.

ype the e$pression in the 2/!ressionfield. #$pressions must end %ith a semicolon AHB.

or e$ample( to add a calculated column for #mployee 'ame that concatenates 6ast 'ame and irst 'ame( define the follo%ing e$pression0

v_Expression = v_Last_Name_0 | ',' | v_First_Name_1;

@ou can also use a calculated column to rename members( for e$ample( to ha*e the source match the target names or to remo*e e$traneous characters

from the source.

or more information about formulas for the e$pression( see the IBM Cognos TM1 Reference Guidethat is a*ailable here in the section0 I


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".8. %ransferring in dimensions

>hen you transfer hierarchies from I


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3. Analy9ing data

>hen you e$plore( sort( and nest data( you see the information from different perspecti*es and can use your analysis to make better business decisions. or

e$ample( you can use a line chart to help you identify trends.

2/!loring data

#$plore the connections bet%een dimensions by dragging dimensions to the can*as. #ach dimension then appears in a separate #$plore oint. >hen you

select a member in one #$plore oint( members in other dimensions that are associated to it are highlighted %hile members that are not associated to it are

not highlighted. or e$ample( one #$plore oint sho%s months and another #$plore oint sho%s products sold in #urope. >hen you select uly( you see that

sunglasses are selling but %inter 8ackets are not. @ou can also e$plore a hierarchy by e$panding it to the le*el that you specify.

orting

&orting the range of *alues in an ascending or descending order makes it easier for you to organi"e and analy"e your data.

esting: slicing: and dicing data

&%ap dimensions in the crosstab to analy"e information from different *ie%points and understand it better.

Calculations

)alculations are important to sol*ing problems and making decisions. hey can help you define the relationships bet%een items of interest. or e$ample(

calculations such as *ariance and *ariance percentage can assist %ith your cost:benefit analysis by enabling you to compare costs *ersus re*enues and

actual sales *ersus pro8ected sales.

2/am!les* $ules

Rules let you calculate cell *alues through the use of functions( numeric operations( conditional e$pressions( and inter:cube references. his topic describes

some e$amples of rules.

Adding currency symbols to measures

@ou can assign a currency symbol( such as a euro or dollar sign( to measures.

2ntering data

@ou can enter in your data directly into the crosstab and use commands to perform simple calculation tasks. @ou can also copy and paste into the cells or

import data from a 9icrosoft #$cel %orkbook or a )&E file.

'u!licating a member>hen performing a %hat:if analysis( you %ant se*eral copies of the same member.

!reading data

@ou can use data spreading to distribute a number e*enly or proportionally to a reference cell.

Free9ing rows or columns

>hen scrolling through a large data set( you can free"e the ro%s or columns so that you do not lose sight of the headings or other rele*ant data.

;iding rows or columns

@ou can hide ro%s or columns that are not needed. or e$ample( after creating a calculation( you can hide ro%s or columns that are used in the calculation

but are not needed in the %orkspace.

u!!ressing em!ty rows or columns

@ou can hide an entire ro% or column that contain empty cells. his function is useful %hen adding charts because including empty cells can ske% the results.

2/!orting data

o back up your data to another location( transfer your dimensions from the crosstab to a )&E file. @ou can *ie% and edit the file in a 9icrosoft #$cel

spreadsheet.

(rinting@ou can print the entire contents of your crosstab. o%e*er( sometimes you do not need to print all dimensions and may %ant to print a select portion.


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3.1. 2/!loring data#$plore the connections bet%een dimensions by dragging dimensions to the can*as. #ach dimension then appears in a separate #$plore oint. >hen you select a

member in one #$plore oint( members in other dimensions that are associated to it are highlighted %hile members that are not associated to it are not

highlighted. or e$ample( one #$plore oint sho%s months and another #$plore oint sho%s products sold in #urope. >hen you select uly( you see that

sunglasses are selling but %inter 8ackets are not. @ou can also e$plore a hierarchy by e$panding it to the le*el that you specify.

2/!loring connections between dimensions

@ou %ant to see ho% your dimensions are related as %ell as %here they are not connected. or e$ample( you %ant to see %hich customers buy one product

but not a related product. @ou can then promote the related product to these customers.

earching for members

>hen a dimension contains many members( you can use an #$plore oint to search for a member.

$eturning to the original results)lear the selections in the #$plore oints to return to the original results. @ou can then use a ne% combination of #$plore oints to further analy"e the data

or perform other tasks.

(arent to!ic*!naly"ing data


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3.1.1. 2/!loring connections between dimensions@ou %ant to see ho% your dimensions are related as %ell as %here they are not connected. or e$ample( you %ant to see %hich customers buy one product but

not a related product. @ou can then promote the related product to these customers.

(rocedure


rag each dimension that you %ant to %ork %ith onto the can*as.

o *ie% #$plore oints for all dimensions and measures %ithout dragging them onto the can*as( click 2/!loreF iew 2/!lore (ane.

9embers that do not contain data are not in bold %hile members that contain data are in bold.


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3.1.". earching for members

>hen a dimension contains many members( you can use an #$plore oint to search for a member.

(rocedure

If the dimension is not in an #$plore oint( drag it to the can*as.1.

In the title bar of the #$plore oint( click the earchicon .2.

In the te$t bo$ that appears( type a character string.3.

(arent to!ic*#$ploring data


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3.1.3. $eturning to the original results)lear the selections in the #$plore oints to return to the original results. @ou can then use a ne% combination of #$plore oints to further analy"e the data or

perform other tasks.

(rocedure

)omplete one or more of the follo%ing actions0

If you %ant to clear the selections in one #$plore oint( click 2/!loreF Clear !ecific 2/!lore (oint.

If you %ant to clear the selections in all #$plore oint( click 2/!loreF Clear All 2/!lore (oints.

1.

If you %ant to hide the #$plore pane( click 2/!loreF ;ide 2/!lore (ane.2.

(arent to!ic*#$ploring data

$elated tasks0

#$ploring connections bet%een dimensions


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3.". orting

&orting the range of *alues in an ascending or descending order makes it easier for you to organi"e and analy"e your data.

(rocedure

&elect the entire ro% or column you %ant to sort.1.

Right:click the header and click ort.2.

&pecify if you %ant to sort by *alue or label and then click ort Ascendingor ort 'escending.3.



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3.3. esting: slicing: and dicing data

&%ap dimensions in the crosstab to analy"e information from different *ie%points and understand it better.

(rocedure

o nest a dimension under another dimension or to change %hich dimensions appear in the ro%s( columns( or conte$t( drag a dimension from one ro%(

column( or conte$t to another.

1.

o change the conte$t( click the arro% of the dimension in the o*er*ie% area to display the list and select the le*el of detail that you %ant.2.

o change the *ie% of the data( click the wa!icon .3.



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3.7. Calculations

)alculations are important to sol*ing problems and making decisions. hey can help you define the relationships bet%een items of interest. or e$ample(

calculations such as *ariance and *ariance percentage can assist %ith your cost:benefit analysis by enabling you to compare costs *ersus re*enues and actual

sales *ersus pro8ected sales.

'ote the follo%ing considerations0

If you are using a number that is greater than "ero but less than one( preface the number %ith a leading "ero. or e$ample( /.1/.

se single quotes and square brackets around names. or e$ample( Jbudget*ersion2JK.

#nd each calculation %ith a semicolon AHB.

@ou can use spaces to impro*e clarity.

@ou can use both uppercase and lo%ercase letters. he synta$ is not case:sensiti*e.

Adding a sim!le calculation

@ou can use other ro%s( columns( or numbers to add( subtract( multiply( or di*ide ro%s or columns. @ou can also create a custom calculation.

2/ce!tion highlighting

@ou can compare t%o ro%s or columns to identify information that may need further e$ploration.

Calculating ariance

@ou can find the difference bet%een the data in any t%o columns or ro%s by calculating the *ariance.

Calculating ariance !ercentage

@ou can find the percentage difference bet%een t%o ro%s or columns by calculating the *ariance percentage. he *ariance percentage calculation is the

difference bet%een t%o numbers( di*ided by the first number( then multiplied by 1//.

Calculating contribution margin

)ontribution margin sho%s %hich products are the most profitable( %hich ones are breaking e*en( and %hich ones are costing you more than they earn in

re*enue. @ou can use this information %hen planning sales forecasts and sales incenti*es as %ell as the product mi$ for ne$t year. @ou can also add

measures to allocate additional costs that are not included in the unit cost( such as o*erhead. @ou can spread these additional costs proportionally( and

include them in your contribution margin calculation.

Changing how totals are dis!layed for measures

@ou can change ho% to display the summaries( or totals( for measures only.

Calculating the highest contribution

>hen analy"ing the relati*e contribution of each data item to the total( it can be helpful to locate the highest contribution.

Calculating the lowest contribution

>hen analy"ing the relati*e contribution of each data item to the total( it can be helpful to locate helpful to locate the lo%est contribution.

2diting a calculation

@ou can make changes to a calculation at any time.

2diting all calculations

@ou can *ie% and edit all the calculations that are defined in a %orkspace.



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3.7.1. Adding a sim!le calculation

@ou can use other ro%s( columns( or numbers to add( subtract( multiply( or di*ide ro%s or columns. @ou can also create a custom calculation.

&efore you begin

he data that you %ant to use in the calculation must appear in the ro%s or columns.

(rocedure

&elect one or more ro%s or columns for the calculation.1.

Right:click the ro%s or columns and click Calculate.2.

&elect one of the calculation commands0 add( subtract( multiply( di*ide( or Custom.3.

If you select Custom( complete the follo%ing actions0

In the 2/!ressionfield( enter the calculation. !fter you enter [( a list appears that you can use to select items.a.

&pecify %hether the total for the arguments is summari"ed first or the arguments are applied first.b.

)lick 6.c.

4.

o rename the ne% ro% or column( highlight it and type a ne% name.5.

(arent to!ic*)alculations


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3.7.". 2/ce!tion highlighting

@ou can compare t%o ro%s or columns to identify information that may need further e$ploration.

(rocedure

&elect the t%o ro%s or columns that you %ant to compare.1.

rom the Calculatelist ( click Com!are.

! ne% ro% or column sho%s a green circle for e$cellent or 1/ percent higher than e$pected( a yello% diamond for a*erage ( and a red square for poor

or 1/ percent lo%er than e$pected.

2.

o rename the ne% ro% or column( highlight it and type a ne% name.3.o change %hat is identified as e$cellent( a*erage( or poor( complete the follo%ing actions0

)lick CalculateF 2dit this calculation.a.

o change the definition for e$cellent( change the 1.1.b.

o change the definition for poor( change the /..c.

4.



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3.7.3. Calculating ariance

@ou can find the difference bet%een the data in any t%o columns or ro%s by calculating the *ariance.

About this task

he steps use forecast re*enue and actual re*enue for each product line as e$ample data.

(rocedure

&elect the ro%s or columns that you %ant to use.1.

rom the Calculatelist ( select one dimension minus another dimension.

In our e$ample( click Forecast $eenue - Actual $eenue.

2.

o rename the ne% ro% or column that contains the calculation( highlight it and type Variance.3.



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3.7.7. Calculating ariance !ercentage

@ou can find the percentage difference bet%een t%o ro%s or columns by calculating the *ariance percentage. he *ariance percentage calculation is the

difference bet%een t%o numbers( di*ided by the first number( then multiplied by 1//.

About this task

he steps use forecast re*enue and actual re*enue for each product line as e$ample data.

(rocedure


Right:click the ro%s or columns and click CalculateF Custom.2.

In the 2/!ressionfield( enter an opening parenthesis( one dimension minus another dimension( and a closing parenthesis. hen di*ide by the second

dimension and multiply by 1//.

In our e$ample( enter the follo%ing synta$ into the 2/!ressionfield0

([actualrevenue'] - [forecastrevenue']) / [forecastrevenue'] * 100

!fter you enter [( a list appears that you can use to select !ctual Re*enue instead of typing it manually. If you use the list( ensure that the quotation marks

and brackets are added properly.

3.

nder Calculation order( ensure that ummari9e first: then a!!ly the calculationis selected.4.

In the amefield( type Variance Percentage.5.

)lick 6.+.



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3.7.8. Calculating contribution margin

)ontribution margin sho%s %hich products are the most profitable( %hich ones are breaking e*en( and %hich ones are costing you more than they earn in

re*enue. @ou can use this information %hen planning sales forecasts and sales incenti*es as %ell as the product mi$ for ne$t year. @ou can also add measures to

allocate additional costs that are not included in the unit cost( such as o*erhead. @ou can spread these additional costs proportionally( and include them in your

contribution margin calculation.

About this task

he steps use unit price and cost of goods listed for each product as an e$ample. @ou %ant to calculate the contribution margin for each product.

(rocedure


rom the Calculatelist ( click one dimension minus another dimension.

In our e$ample( select nit rice : )ost of Goods.

2.

o rename the ne% ro% or column that contains the calculation( highlight it and type Contribution Margin.3.

o see %hich products contribute the most( right:click the )ontribution 9argin heading( and click ort.4.

&pecify if you %ant to sort by *alue or label and then click ort Ascendingor ort 'escending.5.



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3.7.


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3.7.=. Calculating the highest contribution

>hen analy"ing the relati*e contribution of each data item to the total( it can be helpful to locate the highest contribution.

About this task

he steps use re*enue listed for each product line by month as e$ample data. @ou %ant to disco*er %hich month contributes the most re*enue so that you can

plan larger shipments for that month.

(rocedure

&elect one or more measures.

In our e$ample( select the 9onths column.

1.

Right:click the measures and click $ollu!F +a/imum.2.



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3.7.>. Calculating the lowest contribution

>hen analy"ing the relati*e contribution of each data item to the total( it can be helpful to locate helpful to locate the lo%est contribution.

About this task

he steps use re*enue listed for each product line by month as e$ample data. @ou %ant to disco*er %hich month contributes the least re*enue so that you can

plan additional sales promotions for that month.

(rocedure

&elect one or more measures.

In our e$ample( select the 9onths column.

1.

Right:click the ro% or column and click $ollu!F +inimum.2.



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3.7.?. 2diting a calculation

@ou can make changes to a calculation at any time.

(rocedure

Right:click the calculation that you %ant to edit.1.

)lick CalculateF 2dit this calculation.2.

9ake the required changes.3.

&pecify %hether the total for the arguments is summari"ed first or the calculation applied first.4.

)lick 6.5.



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3.7.10. 2diting all calculations

@ou can *ie% and edit all the calculations that are defined in a %orkspace.

&efore you begin


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3.8. 2/am!les* $ules

Rules let you calculate cell *alues through the use of functions( numeric operations( conditional e$pressions( and inter:cube references. his topic describes some

e$amples of rules.

>hen you use the Calculateoptions in Ihen you select t%o members and use the Com!arecommand from the Calculatelist ( each member is e*aluated against a rule that is generated for you

@ou see a ne% ro% or column that sho%s a green circle for e$cellent or 1/ percent higher than e$pected( a yello% diamond for a*erage ( and a red squarefor poor or 1/ percent lo%er than e$pected.

he generated rule statement that dri*es this graphic display is sho%n belo%. his rule statement indicates that for the Compare Forecast Revenue vs. Actual

Revenuemember in the Measuresdimension( if the *alue of Forecast Revenueis less than /L of Actual Revenue( then the *alue of the Compare Forecast

Revenue vs. Actual Revenuemember is :1. If the if the *alue of Forecast Revenue is greater than 11/L of Actual Revenue( then the *alue of the Compare

Forecast Revenue vs. Actual Revenuemember is 1. 7ther%ise( the *alue of Compare Forecast Revenue vs. Actual Revenuemember is /.

['Measures':'Compare Forecast Revenue vs. Actual Revenue'] = IF(['Measures':'Forecast Revenue'] < ['Measures':'Actual Revenue']*0.9,

-1,

IF(['Measures':'Forecast Revenue'] > ['Measures':'Actual Revenue']*1.1,

1,

0

)

);

In this case( a *alue of :1 for Compare Forecast Revenue vs. Actual Revenuedisplays a green circle. ! *alue of 1 for Compare Forecast Revenue vs.

Actual Revenuedisplays a red square. ! *alue of / for Compare Forecast Revenue vs. Actual Revenuedisplays a yello% diamond.

@ou can edit the rule statement to modify the thresholds at %hich these *isual indicators appear. or e$ample( if you %ant the green circle to appear %henActual Revenuee$ceeds Forecast Revenueby 2/L( and you %ant the red square to appear %hen Actual Revenuefalls short of Forecast Revenueby 2/L(

you %ould modify the statement as follo%s0

['Measures':'Compare Forecast Revenue vs. Actual Revenue'] = IF(['Measures':'Forecast Revenue'] < ['Measures':'Actual Revenue']*0.8,

-1,

IF(['Measures':'Forecast Revenue'] > ['Measures':'Actual Revenue']*1.2,

1,

0

)

);

2/am!le* (ercentage of total

! crosstab lists the number of employees in each department. @ou %ant to see %hat the percentage of the total headcount is in each department( such as the

percentage of employees in uman Resources or Research and e*elopment. @ou can accomplish this %ith a manually created rule statement similar to the

follo%ing0

['% of Total']= ['Headcount'] / ['Headcount','Total'];

his rule statement requires that your dimension includes a member named % of Total. or any gi*en department( the *alue of the % of Totalmember is

calculated by di*iding the headcount of the current department by total headcount for all departments. o display correctly( the % of Totalmember should be

formatted as a percentage.

+ore information about rules

or a complete description of rules( including a comprehensi*e e$ample of de*eloping a comple$ application %ith rules( see the IBM Cognos TM1 Rules Guide.

or descriptions of all the functions that can be used in rules( see the IBM Cognos TM1 Reference Guide.

hese guides are a*ailable in the section on the information center0 I


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3.


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3.=. 2ntering data

@ou can enter in your data directly into the crosstab and use commands to perform simple calculation tasks. @ou can also copy and paste into the cells or import

data from a 9icrosoft #$cel %orkbook or a )&E file.

(rocedure

o change the *alues in a cell( double:click the cell( type the ne% *alues( and press #nter or use the arro% keys.

>hen you press #nter( the data is displayed in blue. his indicates that the data you ha*e entered is different than the original *alues on the Ihen you use the arro% keys to mo*e to another cell( the data is displayed in green if you are contributing to a plan. his indicates that the data in the cell

has changed and that the change is pending. Recalculations are not performed and related cells are not updated. If you are %orking %ith personal data( the

data is displayed in blue until you sa*e the %orkspace.

>hen you commit your changes( the changed *alues are sa*ed on the )ognos 91 ser*er. he data is then displayed in black to indicate that others can see

the changes to the data.

ata that %ill appear in a chart must be in the follo%ing range0 /.////////1 to ((((((((((.

If you are %orking in distributed mode and delete data( the data is still a*ailable on the ser*er until you submit the data. his is because the data is stored

locally in distributed mode.

1.

7ptional0 se the follo%ing commands to enter data in a cell. hese commands are processed %hen you press #nter and can be applied only to the current

crosstab. hese commands are not case:sensiti*e.

able 1. )ommands for entering data

Command 'escri!tion

;#nters the *alue in thousands.

or e$ample( 5; results in 5/// being entered in the cell.

9#nters the *alue in millions.

or e$ample( 1/9 results in 1/(///(/// being entered in the cell.

!dd( M!dds a number to the cell *alue.

or e$ample( !dd5/ adds 5/ to the cell *alue.

&ub&ubtracts a number from the cell *alue.

or e$ample( &ub5/ subtracts 5/ from the cell *alue.

Increase( Inc( FIncreases the cell *alue by a number used as a percentage.

or e$ample( inc+ or +F increases the cell *alue by +L.

ecrease( ec( Necreases the cell *alue by a number used as a percentage.

or e$ample( ec+ or +N decreases the cell *alue by +L.

old( ol olds the cell *alue from data spreads.

Release( Rel Releases held cells.

9ultiply( 9ul9ultiplies the cell *alue by a number.

or e$ample( 9ul5/ multiplies each cell *alue by 5/.

i*ide( i*i*ides each cell *alue by a number.

or e$ample( i*5/ di*ides each cell *alue by 5/.

Gro%!pplies compound gro%th to the percentage that you enter.

or e$ample( Gro%5 adds 5L to e*ery member in a dimension.

o%er( o%Raises the number of one cell to the po%er that you enter.

or e$ample( the number in the cell is 1/. #ntering o%3 raises 1/ to 1///.

F )opies the *alue to the right to all children( or lea*es( of the consolidation or only to those children that contain non:"ero *alues.

N )opies the *alue to the left to all children( or lea*es( of the consolidation or only to those children that contain non:"ero *alues.

O )opies the *alue do%n to all children( or lea*es( of the consolidation or only to those children that contain non:"ero *alues.

P )opies the *alue up to all children( or lea*es( of the consolidation or only to those children that contain non:"ero *alues.

0 A a colonB &tops copying.

2.


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o change the heading for a ro% or column( double:click the heading( type in the ne% name( and press #nter.3.


(arent to!ic*)ontributing to a plan

$elated tasks0

!dding your contribution


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3.>. 'u!licating a member

>hen performing a %hat:if analysis( you %ant se*eral copies of the same member.

(rocedure

Right:click the member that you %ant to duplicate( and click 'u!licate +ember.



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3.?. !reading data

@ou can use data spreading to distribute a number e*enly or proportionally to a reference cell.

@ou cannot use data spreading in an #$plore oint if you ha*e selected multiple members.

!reading data e#ually across cells

@ou can use data spreading to e*enly distribute a number across a range of empty cells. @ou can e$clude cells from the data spread so that the data in the

selected cells does not change.

!reading data !ro!ortionally across cells

@ou can use data spreading to distribute a number across cells proportional to a reference cell. he reference cell must share the same consolidations as the

cell from %hich you initiate spreading. @ou can e$clude cells from the data spread so that the data in these cells does not change.



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3.?.1. !reading data e#ually across cells

@ou can use data spreading to e*enly distribute a number across a range of empty cells. @ou can e$clude cells from the data spread so that the data in the

selected cells does not change.

About this task

or e$ample( you %ant to distribute the number +/ across 12 cells. >ith equal spreading( each cell contains the number 5.

(rocedure

If you %ant to e$clude cells from the data spread( right:click the cells and click ;old.

o include the cells( right:click them and click $eleaseor $elease All.

1.

&elect the aggregate cell( such as the total( for the cells %here you %ant to enter data.2.

#nter the number that you %ant to spread across these cells and click #nter.

or information on commands to use %hen entering data in a cell( see #ntering data.

3.

In the 'ata !readdialog bo$( click 2#ual !read.4.

)lick 6.5.

(arent to!ic*&preading data

$elated tasks0

&preading data proportionally across cells


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3.?.". !reading data !ro!ortionally across cells

@ou can use data spreading to distribute a number across cells proportional to a reference cell. he reference cell must share the same consolidations as the cell

from %hich you initiate spreading. @ou can e$clude cells from the data spread so that the data in these cells does not change.

About this task

or e$ample( in the first quarter of the year( your organi"ation hired 1// ne% employees in hen you use relati*e proportional spreading( the *alue 4// is spread across the quarter

this %ay0

anuary contains 4/( %hich is 1/L of 4//

ebruary contains -/( %hich is 2/L of 4//

9arch contains 2-/( %hich is ,/L of 4//

(rocedure

If you %ant to e$clude cells from the data spread( right:click the cells and click ;old.

o include the cells( right:click them and click $eleaseor $elease All.

1.

&elect the aggregate cell( such as the total( for the cells %here you %ant to enter data.2.

#nter the number that you %ant to spread across these cells and click #nter.

or information on commands to use %hen entering data in a cell( see #ntering data.

3.

In the 'ata !readdialog bo$( click $elatie (ro!ortional !read( and select the member to use as the reference cell.4.

)lick 6.5.

(arent to!ic*&preading data

$elated tasks0

&preading data equally across cells


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3.10. Free9ing rows or columns

>hen scrolling through a large data set( you can free"e the ro%s or columns so that you do not lose sight of the headings or other rele*ant data.

(rocedure

)lick the cell %here you %ant to free"e the ro%s or columns.1.

)lick the @idget actionsicon and click Free9e (anes.2.

&croll through the data.3.



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3.11. ;iding rows or columns

@ou can hide ro%s or columns that are not needed. or e$ample( after creating a calculation( you can hide ro%s or columns that are used in the calculation but

are not needed in the %orkspace.

(rocedure

Right:click one or more ro%s or columns and click ;ide.1.

o sho% the hidden items( right:click a ro% or column and click how all hidden.2.



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3.1". u!!ressing em!ty rows or columns

@ou can hide an entire ro% or column that contain empty cells. his function is useful %hen adding charts because including empty cells can ske% the results.

&efore you begin

@ou must ha*e a null ro% or column.

(rocedure

rom the u!!ress em!ty cellslist ( click $owsor Columns.

'ote that "eros are not suppressed %hen you use this command because "eros are *alues.

or information about changing the default *alue in the cube( see the topic about the UNDEFVALSfunction in the IBM Cognos TM1 Reference Guidethat is

a*ailable here in the section0 I


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3.13. 2/!orting data

o back up your data to another location( transfer your dimensions from the crosstab to a )&E file. @ou can *ie% and edit the file in a 9icrosoft #$cel

spreadsheet.

(rocedure

In the crosstab( click the @idget actionsicon and click 2/!ortF 2/!ort to C File.1.

#nter a file name( and click ae.2.



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3.17. (rinting

@ou can print the entire contents of your crosstab. o%e*er( sometimes you do not need to print all dimensions and may %ant to print a select portion.

(rocedure

In the crosstab( click the @idget actionsicon and click (rint.1.

o one of the follo%ing actions0

If you %ant to print the entire dimension( click Finish.

If you %ant to print a portion of your dimension( specify the parts of the dimension that you %ant to print( click e/t( and then click Finish.

2.

)lick (rint.3.



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7.1. Adding or remoing tabs

abs make it easy to organi"e and bro%se through a %orkspace that contains a lot of information. or e$ample( you could pro*ide an o*er*ie% on one tab and

details on another.

(rocedure

o add a ne% tab( click the Actions menuicon and then click ew %ab.1.

Right:click the tab and click $ename.

If you %ant to include an ampersand AQB as part of the tab name( enter t%o ampersands. or e$ample( to name a tab Re*enue Q #$penses( enter Re*enue

QQ #$penses.

2.

o add the ability to na*igate to the tab by using a character that is in the tab name( add an ampersand AQB immediately before the character. he characteris then underlined.

or e$ample( if you name a tab Q#$penses( you can later use !ltM# to na*igate to the #$penses tab.

3.

o remo*e a tab( right:click the tab and click $emoe %his %ab.4.

(arent to!ic*esigning a %orkspace


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7.". Adding a crosstab

se a crosstab to *ie% dimensions and perform basic analysis on your data.


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7.3. Charts

)harts communicate comparisons( relationships( and trends. hey emphasi"e and clarify numbers. o choose the appropriate type of chart( first define %hat you

%ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose. or e$ample( you can use a line chart to sho% trends.

Adding a chart

)harts communicate comparisons( relationships( and trends. hey emphasi"e and clarify numbers.

Chart ty!es

here are many types of charts for presenting your data in a %ay that is meaningful to you and your users.

Changing the chart ty!e

o choose the appropriate type of chart( first define %hat you %ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose.

or e$ample( you can use a line chart to sho% trends.

howing or hiding the total on a chart

@ou can display or hide the summary item in the chart.

Charting nested data

If the data in the table is nested( you ha*e additional options %hen adding a chart.

Using the same a/is for all charts

If the charts use the same proportions( using the same a$is makes it easier to compare ro%s and columns in the charts. o%e*er( if the charts use different

proportions( such as gross profit margin and gross margin percentage( do not share the a$is so that you ha*e impro*ed *isibility into trends and *ariance in

the charts.

howing or hiding the alues on the a/es

he chart a$es correspond to the ro%s and columns displayed in the table. he series a$is plots the data in the columns and the category a$is plots the data

in the ro%s.

howing or hiding the legend

he legend pro*ides useful information and a conte$t for the chart. o%e*er if the conte$t is a*ailable else%here( you can hide the legend to conser*e space.

howing or hiding the labels@ou can hide the labels that appear on the hori"ontal and *ertical a$es of the chart.

;iding a chart

@ou can hide the chart by displaying only the numbers in the crosstab.



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7.3.1. Adding a chart

)harts communicate comparisons( relationships( and trends. hey emphasi"e and clarify numbers.

(rocedure

)lick the %idget that you %ant to add a chart to.1.

rom the Change dis!laylist ( click one of the follo%ing commands0

Chartto display only a chart

!lit iewto display both the chart and the crosstab

2.

If the crosstab and chart contain more than 5/ series and 5/ categories( na*igate to the ne$t set of data points by using the arro%s in the chart.

o hide the na*igation controls( from the Change chartlist( click iew !tionsF Always ;ide the 'ata (agination Control.

3.

(arent to!ic*)harts

$elated conce!ts0

)hart types


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7.3.". Chart ty!es

here are many types of charts for presenting your data in a %ay that is meaningful to you and your users.

o choose the appropriate type of chart( first define %hat you %ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose.

able 1. ypes of charts

(ur!ose of the chart %y!e of chart to use

#mphasi"e the magnitude of change o*er time !rea chart

&ho% trends o*er time )olumn chart( line chart( point chart

)ompare data hen e$act *alues are important( such as for control or monitoring purposes( use

another format. he distortion in three:dimensional charts can make them difficult to read accurately.

Area charts

!rea charts are useful for emphasi"ing the magnitude of change o*er time. &tacked area charts are also used to sho% the relationship of parts to the %hole.

!rea charts are like line charts( but the areas belo% the lines are filled %ith colors or patterns.

@ou can select the follo%ing formats0 stacked( 1// percent stacked( or three:dimensional.

&ar charts


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(arent to!ic*)harts

$elated tasks0

!dding a chart

)hanging the chart type


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7.3.3. Changing the chart ty!e

o choose the appropriate type of chart( first define %hat you %ant the chart to communicate( and then identify the most effecti*e chart to suit that purpose. or

e$ample( you can use a line chart to sho% trends.

About this task

o choose a chart type( consider %hat you %ant the chart to illustrate. ifferent chart types emphasi"e different things.

(rocedure

)lick the %idget that contains the chart you %ant to %ork %ith.1.

rom the Change chartlist ( click one of the follo%ing commands0

&elect Area( &ar( Column( ,ine( (ie( or (oint.

)lick iew Allto select a different format for a chart( such as a stacked column chart.

2.

If the crosstab and chart contain more than 5/ series and 5/ categories( na*igate to the ne$t set of data points by using the arro%s in the chart.

o hide the na*igation controls( from the Change chartlist( click iew !tionsF Always ;ide the 'ata (agination Control.

3.

(arent to!ic*)harts

$elated conce!ts0

)hart types


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7.3.7. howing or hiding the total on a chart

@ou can display or hide the summary item in the chart.

(rocedure


rom the Change chartlist ( select how ummaries in Chartsto sho% the total. o hide the total( clear how ummaries in Charts.2.

(arent to!ic*)harts


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7.3.8. Charting nested data

If the data in the table is nested( you ha*e additional options %hen adding a chart.

(rocedure



53/104

7.3.


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7.3.=. howing or hiding the alues on the a/es

he chart a$es correspond to the ro%s and columns displayed in the table. he series a$is plots the data in the columns and the category a$is plots the data in

the ro%s.

(rocedure


rom the Change chartlist ( click iew !tionsF how eriesto sho% the *alues on the a$is that is plotting the columns in the table. o hide the

*alues( clear how eries.

2.

o sho% the *alues on the a$is that is plotting the ro%s in the table( click iew !tionsF how Category. o hide the *alues( clear how Category.3.

(arent to!ic*)harts


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7.3.>. howing or hiding the legend

he legend pro*ides useful information and a conte$t for the chart. o%e*er if the conte$t is a*ailable else%here( you can hide the legend to conser*e space.

(rocedure


rom the Change chartlist ( click iew !tionsF how ,egends. o hide the legend( clear how ,egends.2.

(arent to!ic*)harts


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7.3.?. howing or hiding the labels

@ou can hide the labels that appear on the hori"ontal and *ertical a$es of the chart.

(rocedure


rom the Change chartlist ( click iew !tionsF how eriesto sho% the labels on the hori"ontal a$is. o hide the labels( clear how eries.2.

o sho% the labels on the *ertical a$is( click iew !tionsF how Category. o hide the labels ( clear how Category.3.

(arent to!ic*)harts


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7.7. 2/am!le* 'is!laying different data in a crosstab and a chart

@ou can use t%o %idgets to display different data perspecti*es in a crosstab and a chart that use the same cube. @ou can ha*e changes in the data in one %idget

be reflected in the other %idget( or you can ha*e the t%o %idgets remain independent of each other. or e$ample( you ha*e a chart on the can*as that sho%s

products by year and a crosstab that sho%s products by region. If you focus on a particular region and hide all other regions on the crosstab( the chart %ill also

sho% the products for the selected region.

(rocedure

rag a cube from the )ontent pane or select it from the Crosstab and Chartsubmenu.


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7.8. Adding action buttons to naigate the tabs

o guide users through the analysis that you pro*ided in the %orkspace( use action buttons to go from tab to tab. or e$ample( on the o*er*ie% tab( pro*ide

buttons to go to the details on the other tabs. @ou can also use an image for the button.

(rocedure

)lick InsertF Action &utton.

If you kno% %here you %ant to place the action button on the can*as( right:click the location and click Insert @idgetF Action &utton.

1.

&elect the Go %o %abaction and specify %hich tab to na*igate to.2.

o change the label or image for the action button( click the tyletab.3.

)lick 6.4.

o edit the action button( click the @idget actionsicon and click 2dit (ro!erties.5.

o ha*e this %idget appear behind other %idgets( click the @idget actionsicon and click end to &ack.+.

o pre*ent the %idget from being mo*ed and to hide the toolbar( click the @idget actionsicon and click ,ock @idget.

@ou can also right:click the can*as and click ,ock All @idgets.

,.



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7.


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7.=. Adding te/t

se te$t to create a title or to add e$planatory te$t that describes the assumptions behind your analysis. @ou can change the font( style( color( and si"e of your

te$t.

(rocedure

o one of the follo%ing actions to add the te$t %idget0

ouble:click the can*as %here you %ant to place the te$t %idget.

)lick InsertF %e/t

1.

&elect the te$t that you entered and format it.2.

o ha*e this %idget appear behind other %idgets( click the @idget actionsicon and click end to &ack.3.



4.



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7.>. Adding images

Images add a *isual impact to the %orkspace. he image types .gif( .8peg( .bmp( and .png are supported.

(rocedure

)lick InsertF Image.

If you kno% %here you %ant to place the image on the can*as( right:click the location and click Insert @idgetF Image.

1.


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7.?. Adding a web !age for additional conte/t

ro*ide %eb content for additional information or conte$t to the data sho%n in the %orkspace. he %eb page %idget is opaque so you cannot *ie% %idgets that

are behind or on top of it.

(rocedure

)lick InsertF @eb (age.

If you kno% %here you %ant to place the %eb page on the can*as( right:click the location and click Insert @idgetF @eb (age.

1.

hen e$ploring the %eb page( use !ltM6eft arro% and !ltMRight arro% to na*igate back and forth in the %eb page.

3.

o change %hich %eb page is displayed( click the @idget actionsicon and click 2dit (ro!erties.4.

o ha*e this %idget appear behind other %idgets( click the @idget actionsicon and click end to &ack.5.



+.



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7.11. Changing the colors for all widgets

@ou can specify the background color for all %idgets in the %orkspace.

(rocedure

)lick tyleF 2dit @orks!ace tyle.1.

)hange the background color for all %idgets.2.

)lick 6.3.



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7.1". haring information between widgets

>hen you share information bet%een %idgets( changes made in one %idget are reflected in %idgets of the same type in the same %orkspace. or e$ample( if you

filter a dimension in one crosstab( the changes also appear in other crosstabs.

(rocedure

In the crosstab( click the @idget actionsicon and select ,isten to All @idgets.



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7.13. ,ocking the works!ace

@ou can control the format of the %orkspace %hen it is published by pre*enting your users from mo*ing %idgets on the can*as and by hiding the toolbar on the

%idgets. @ou can add a pass%ord to the %orkspace.

(rocedure

o pre*ent your users from mo*ing the %idgets and to hide the toolbar from them( right:click the can*as and click ,ock All @idgets.1.

o add a pass%ord for your users to enter in order to use the %orkspace( click the Actions menuicon and then click (rotect @orks!ace.2.



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8. $estructuring your data

@ou can complete simple modeling tasks to prepare data to be shared %ith others. his data can be your personal data or it can be in an editable application on a

ser*er and you are in connected mode.

Creating cubes: dimensions: and measures

In addition to importing( you can create a cube( dimension( or measure.

haring or co!ying a dimension

&hare a dimension to ha*e changes in one crosstab reflected in the other crosstabs. he result is your analysis is synchroni"ed across the crosstabs. !nother

option is to create a copy of the dimension in both crosstabs.

2diting a dimension or measure

>hen editing a dimension or measure( you can edit its attributes( change the order of members( create a hierarchy of members( or add members. @ou canalso change ho% the data in a dimension is displayed.

Changing the format of measures

@ou can change the number of decimal places( remo*e the decimal places for a measure( add a percentage sign( or add a currency symbol.

Adding members

@ou can add members at the same le*el as the member that you select in the dimension.

rgani9ing members into a hierarchy

In a hierarchy( members are organi"ed into a tree structure( %ith each member ha*ing one or more parent members and an arbitrary number of child

members.

2/!anding hierarchies to dis!lay all members

In a hierarchy( members are organi"ed into a tree structure in the crosstab( %ith each member ha*ing one or more parent members and an arbitrary number

of child members. @ou can display or hide all le*els of the hierarchy( or you can display only the members at a specified le*el.

rgani9ing dimensions into a hierarchy

imensions can be organi"ed into a hierarchical structure( %ith each dimension representing a different le*el of the hierarchy. or e$ample( you ha*e

separate dimensions for days( months( and quarters. @ou group them into a dimension called year.

Adding a te/t measure

se a te$t measure to describe a measure or add other comments about the measure. or e$ample( you add a te$t measure to e$plain the significance of

the *ariance bet%een forecast re*enue and actual re*enue for each product line.

Adding and iewing comments in cells

se comments to note for others the significance of the cell *alue( such as %hy the *ariance bet%een forecast re*enue and actual re*enue for a product is

high. @ou can *ie% all comments that %ere added to a cell. @ou can also bro%se all comments that %ere added to all cells in the selected crosstab.

rgani9ing cubes into folders

>hen you organi"e the cubes into folders( you make it easier to find and understand the data.

'eleting an obect

If you delete a member( measure( or dimension that is shared in se*eral cubes( it is deleted from all cubes. @ou can also delete the entire cube. @ou cannot

undo deletions. @ou must keep a minimum of t%o dimensions or one dimension and one measure. @ou can also create copies of a cube %ith each copy

containing different dimensions.


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8.1. Creating cubes: dimensions: and measures

In addition to importing( you can create a cube( dimension( or measure.

About this task

Cube

! cube is a store of data %ithin a model. It is multidimensional and contains ro%s( columns( and any number of pages. @ou use one or more cubes to

create an application.

nlike a spreadsheet( cubes can be sliced so that any pair of dimensions can comprise the ro%s and columns %hile additional dimensions comprise the

pages. >hile a cube can contain any number of dimensions( the only practical limitation is the amount of memory on the ser*er. ypically a cube %ill

contain no more than fi*e or si$ dimensions. ! cube must contain at least t%o dimensions( similar to a flat spreadsheet. !lternati*ely( a cube can ha*e

three dimensions( in %hich case it resembles a three:dimensional %orksheet consisting of se*eral flat sheets stacked behind one another. ! four orfi*e:dimensional cube can be considered the same as a cross bet%een a three:dimensional spreadsheet and a set of query reports from a relational

database. or e$ample( a typical four:dimensional cube could contain the follo%ing dimensions0 rofit and 6oss( i*isions( 9onths( and Eariance.

'imension

! dimension is a broad grouping of related data about a ma8or aspect of your business. or e$ample( you ha*e a dimension called roducts.

+easure

! measure is a performance indicator that is quantifiable and used to determine ho% %ell a business is operating. or e$ample( useful measures may be

Duantity &old or Re*enue.

(rocedure


If you %ant to create a cube( from the ewlist ( select &lank Cube.2.

If you %ant to create a dimension( from the ewlist( select 'imension.3.

If you %ant to create a measure( from the ewlist( select +easure. Right:click the measure and click ewF +easure.4.

(arent to!ic*Restructuring your data

$elated tasks0

Importing and mapping dimensions or cubes


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8.". haring or co!ying a dimension

&hare a dimension to ha*e changes in one crosstab reflected in the other crosstabs. he result is your analysis is synchroni"ed across the crosstabs. !nother

option is to create a copy of the dimension in both crosstabs.

(rocedure


#$pand the cube that contains the dimension you %ant to copy.2.

rag the dimension to the other cube.3.

&pecify %hether the dimension is shared bet%een the cubes or a copy of the dimension is created.4.


$elated tasks0

#$ample0 isplaying different data in a crosstab and a chart


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8.3. 2diting a dimension or measure

>hen editing a dimension or measure( you can edit its attributes( change the order of members( create a hierarchy of members( or add members. @ou can also

change ho% the data in a dimension is displayed.

(rocedure

Right:click the dimension or measure that you %ant to edit( and click 2dit and +oe.1.

If you %ant to edit the system:defined attributes( right:click the amelabel in the header and select the attribute.

he follo%ing system:defined attributes are a*ailable( depending on %hether you selected a dimension or measure0

(ick ,istis used to define a drop:do%n list of *alues for the measure. !pplicable to measures only.

Formatis used to define the format of a measure. !pplicable to measures only.

Ca!tionB'efaultis the caption that is used for the member.

@eightis a factor applied usually of minus 1 to change a positi*e *alue to a negati*e *alue. or e$ample( if the unit price for a product is 5/ euros and

the discount is 5 euros( a %eight of :1 applied to the discount keeps an addition result logical.

Inde/defines the order of the members in the dimension. If you change the order of a member( the inde$ *alue changes to reflect the ne% order.

Inariant ameis the system name for the member.

2.

If you %ant to define a ne% attribute( right:click the header and click Add a new attribute. 'ame the ne% attribute and define %hether its type is numeric(

te$t( or alias.

!n alias adds data that can be used as an alternate name for a member( such as a name in another language.

3.

If you %ant to change the order of members( use the +oeicons .4.

If you %ant to nest members under other members( use the (romoteand 'emoteicons .5.

If you %ant to rename a member in the dimension( double:click it and type a ne% name.+.

)lick Close.,.

If you %ant to change ho% the data for the dimension is displayed( right:click the dimension( click how 'imension( and then click one of the follo%ing

commands0

how as Flat ,istto *ie% the members as a flat list

how %otals ,eadingto display totals at the start of a group and to *ie% the members as a hierarchy that you can collapse and e$pand

how %otals %railingto display totals at the end of a groupH this is useful for financial data

'ont how %otalsto hide the members that display a total

-.


$elated tasks0

)hanging the format of measures


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8.8. Adding members

@ou can add members at the same le*el as the member that you select in the dimension.

(rocedure

Right:click the member %here you %ant to add a ne% member.1.

o insert a member at the same le*el as the member that you selected( click Insert +ember.

@ou can also add a child member or a parent member.

2.

o rename the ne% member( highlight it and type a ne% name.3.



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8.


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8.=. 2/!anding hierarchies to dis!lay all members

In a hierarchy( members are organi"ed into a tree structure in the crosstab( %ith each member ha*ing one or more parent members and an arbitrary number of

child members. @ou can display or hide all le*els of the hierarchy( or you can display only the members at a specified le*el.

(rocedure

If the dimension is not *ie%ed as a hierarchy in the crosstab( right:click the dimension and click how 'imensionF how %otals ,eading.1.

If you %ant to display the members under one parent member( click the plus sign ne$t to the parent member.

or e$ample( you %ant to see the months under the first quarter of the year.

2.

o display all members( right:click the dimension and click 2/!and to ,eeland then select the le*el that you %ant to display.

or e$ample( you %ant to see all months under all quarters( not 8ust for one quarter. If you %ant to see all days of the year( you e$pand to the lo%est le*el in

the dimension.

3.


$elated tasks0

7rgani"ing members into a hierarchy


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8.>. rgani9ing dimensions into a hierarchy

imensions can be organi"ed into a hierarchical structure( %ith each dimension representing a different le*el of the hierarchy. or e$ample( you ha*e separate

dimensions for days( months( and quarters. @ou group them into a dimension called year.

(rocedure


Right:click the cube that contains the dimensions you %ant to organi"e into a hierarchy and click Grou! 'imensions.2.

#nter a name for the grouped dimension.3.

&elect the dimensions that you %ant to include in the grouped dimensions.

he order of the dimensions defines the order of the hierarchy.

4.

&pecify %hether data is copied from the original cube or %hether data is referenced from the original cube.5.

)lick 6.+.


$elated tasks0

7rgani"ing members into a hierarchy


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8.?. Adding a te/t measure

se a te$t measure to describe a measure or add other comments about the measure. or e$ample( you add a te$t measure to e$plain the significance of the

*ariance bet%een forecast re*enue and actual re*enue for each product line.

(rocedure

In the crosstab( right:click the measure %here you %ant to add the te$t measure( and click Insert %e/t +easure.1.

!dd te$t to the cells.2.



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8.10. Adding and iewing comments in cells

se comments to note for others the significance of the cell *alue( such as %hy the *ariance bet%een forecast re*enue and actual re*enue for a product is high.

@ou can *ie% all comments that %ere added to a cell. @ou can also bro%se all comments that %ere added to all cells in the selected crosstab.

About this task

If you are %orking in distributed mode or connected mode and ha*e taken o%nership of a node( you can add comments to cells but the comments are not *isible

to e*eryone %ho has access to that cell until you commit all your changes.

If you are %orking in distributed mode or connected mode and someone else has taken o%nership of a node( you can add comments to cells and your comments

are immediately *isible to e*eryone %ho has access to that cell.

(rocedure

Right:click the cell %here you %ant to add a comment and click CommentF Add Comment.1.

ype the comment in the field.2.

)lick 6.3.

o *ie% the comments in one cell( pause the pointer o*er the cell.4.

o *ie% all comments( right:click any cell and click &rowse All Comments.5.

If you %ant to delete a comment( in the &rowse All Commentsdialog bo$( select the comment( and click 'elete.

In order to delete comments( the %orkspace must not be published and you must be %orking in personal mode( that is( not in connected mode or distributed

mode.

+.



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8.11. rgani9ing cubes into folders

>hen you organi"e the cubes into folders( you make it easier to find and understand the data.

(rocedure


rom the ewlist ( select Folder.2.

!dd cubes to the folder.3.



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8.1". 'eleting an obect

If you delete a member( measure( or dimension that is shared in se*eral cubes( it is deleted from all cubes. @ou can also delete the entire cube. @ou cannot undo

deletions. @ou must keep a minimum of t%o dimensions or one dimension and one measure. @ou can also create copies of a cube %ith each copy containing

different dimensions.

(rocedure

)omplete one or more of the follo%ing actions0

able 1. eleting a member( dimension( measure( or cube

Goal Action

Remo*e a member froma dimension Right:click the member in the crosstab and click 'elete from 'imension.

elete a measure )lick the measure in the )ontent pane and click the 'eleteicon .

elete a cube )lick the cube in the )ontent pane and click the 'eleteicon.

elete a dimensionIn the )ontent pane( click the dimension and click the 'eleteicon.

If you %ant to delete more dimensions( add them to the $emoed 'imensionsfield in the $emoe 'imensions from Cube

dialog bo$.

&pecify the *alue to keep for each deleted dimension. or e$ample( you are creating a dimension for each sales region. @ou remo*e

the sales regions that are not applicable but you keep the total for all sales regions.

)omplete one of the follo%ing actions0

o delete the selected dimensions from the current cube( click A!!ly changes to current cubeand click 6.

o create a ne% cube that contains only the dimensions you %ant to keep( click Create a new cube( specify %hether data is

copied or referenced( and click 6.

If you are %orking in distributed mode and delete data( the data is still a*ailable on the ser*er until you submit the data. his is because the data is stored

locally in distributed mode.



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ith this option( you share the %orkspace %ith colleagues by using Ihen your colleagues

access the %orkspace from )ognos )onnection( Iith this option( you publish a %orkspace that users can access from the I


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ith this option( you share the %orkspace %ith colleagues by using Ihen your colleagues access

the %orkspace from )ognos )onnection( I


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ith this option( you publish a %orkspace to an I


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=. Contributing to a !lan

>hen your administrator distributes an enterprise:%ide plan( you re*ie%( analy"e( and update the portion of the plan that %as assigned to you.

here are different modes that can be used %hen contributing to a plan( and different application types that are a*ailable. he administrator %ill determine the

application type and connection modes a*ailable.

'istributed mode

!dministrators use distributed mode %hen there are large numbers of users( each %orking on separate parts of the plan. ata is copied from the shared

Ihen you are finished( you commit and submit your changes to the )ognos 91 ser*er.

Connected mode

!dministrators use connected mode %hen there is a large *olume of data %ith small amounts of data being updated frequently. ata is kept on the ser*er.

@ou cannot sa*e data locally on your computer.

@hat you can do in either mode

!naly"e data by sorting( s%apping ro%s and columns( suppressing empty cells( resi"ing cells( and %orking %ith charts.

Run scripts from action buttons( if action buttons ha*e been pro*ided.

se #$plore oints to analy"e data.

)ontribute to the slice of the plan that you ha*e been granted access to.

elete data. If you are %orking in distributed mode and delete data( the data is still a*ailable on the ser*er until you submit the data. his is because

data is stored locally in distributed mode.

@hat you cannot do in either mode

esign the %orkspaceH you can na*igate( minimi"e( and ma$imi"e the %idgets that the administrator has prepared for you unless the administrator has

locked the %idgets( but you cannot add ne% content of your o%n.

Import data( unless the administrator has pro*ided an action button for you to do so.

Restructure your data. nless the administrator has pro*ided you %ith an action button to restructure the data( the shared logic and metadata of the

model cannot be altered.

7nly the administrator can perform these tasks. 'ote that if you are contributing to a central application type( contributors ha*e administrator rights.

Adding your contribution

@ou need to contribute data to the part of a plan that you ha*e access to. #ach part of the plan is kno%n as a node. ypical e$amples are &ales i*ision(

9arketing i*ision( e*elopment i*ision( and )ost )enter. In connected mode( you can take o%nership from any le*el. In distributed mode( you can take

o%nership at the child( or leaf( le*el only.

2ntering data

@ou can enter in your data directly into the crosstab and use commands to perform simple calculation tasks. @ou can also copy and paste into the cells or

import data from a 9icrosoft #$cel %orkbook or a )&E file.

Committing or resetting the data

o share your contribution %ith others %hile continuing to make changes( commit your contribution. )ommit enables you to take your personal changes that

are highlighted in blue and make them part of the base data. @our colleagues %ho ha*e access to the plan can *ie% your contribution. If you %ant to re*ert

your changes to the last committed data( reset all data.

ubmitting your contribution>hen the administrator has deployed an appro*al application( you enter data and