®

Course Guide
IBM Cognos Analytics:
A t or eports ndamentals (v11.0)
Course code B605 ERC 4.0

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 Preface

January 2018
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 Preface

Contents
Preface................................................................................................................. P-1
Contents ............................................................................................................. P-3
Course overview................................................................................................. P-9
Verify services used in the course environment................................................ P-10
Document conventions ..................................................................................... P-11
Exercises.......................................................................................................... P-12
Additional training resources ............................................................................ P-13
IBM product help .............................................................................................. P-14
Introduction to IBM Cognos Analytics - Reporting ............................ 1-1
Unit objectives .................................................................................................... 1-3
What is IBM Cognos Analytics - Reporting? ....................................................... 1-4
Explore the environment..................................................................................... 1-5
Examine the side panel ...................................................................................... 1-6
Explore authoring templates ............................................................................... 1-7
Design then run the report .................................................................................. 1-8
Change the properties of an object ..................................................................... 1-9
Demonstration 1: Create a simple report .......................................................... 1-14
Dimensionally-modeled and dimensional data sources .................................... 1-21
Demonstration 2: Create a report from a dimensionally-modeled
relational data source .................................................................................. 1-22
Examine personal data sources and data modules .......................................... 1-26
Demonstration 3: Create a report from a personal data source ........................ 1-27
Unit summary ................................................................................................... 1-30
Exercise 1: Create a revenue report ................................................................. 1-31
Create list reports ................................................................................. 2-1
Unit objectives .................................................................................................... 2-3
Examine list reports ............................................................................................ 2-4
Group data ......................................................................................................... 2-5
Include list headers and footers .......................................................................... 2-6
Format list columns ............................................................................................ 2-7
Demonstration 1: Enhance a list report............................................................... 2-8
Understand fact/measure data ......................................................................... 2-17
Understand aggregate data .............................................................................. 2-18
Understand difference in aggregation ............................................................... 2-19
Demonstration 2: Explore data aggregation ..................................................... 2-20
Use shared dimensions to create multi-fact queries ......................................... 2-26
Demonstration 3: Create a multi-fact query in a list report ................................ 2-27
Add repeated information to reports ................................................................. 2-32
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 Preface

Demonstration 4: Create a mailing list report .................................................... 2-33

Unit summary ................................................................................................... 2-38
Exercise 1: Create and format a list report ....................................................... 2-39
Focus reports using filters ................................................................... 3-1
Unit objectives .................................................................................................... 3-3
Create filters ....................................................................................................... 3-4
Filter your data with advanced detail filters ......................................................... 3-5
Demonstration 1: Apply filters to a report ............................................................ 3-6
Determine when to apply a filter with aggregation ............................................ 3-12
Demonstration 2: Apply a detail filter on fact data in a report ............................ 3-13
Filter your data with summary filters ................................................................. 3-21
Demonstration 3: Apply a summary filter to a report ......................................... 3-22
Apply pre-defined source filters ........................................................................ 3-25
Unit summary ................................................................................................... 3-26
Exercise 1: Create a report focused on top performing product types
and product lines ......................................................................................... 3-27
Create Crosstab reports ....................................................................... 4-1
Unit objectives .................................................................................................... 4-3
Create a Crosstab report .................................................................................... 4-4
Add measures to Crosstab reports ..................................................................... 4-5
Data sources for Crosstabs ................................................................................ 4-6
Demonstration 1: Create a simple Crosstab report ............................................. 4-7
Create complex Crosstab reports ..................................................................... 4-11
Create Crosstab nodes and Crosstab node members ...................................... 4-12
Demonstration 2: Create complex Crosstab reports ......................................... 4-13
Format Crosstab reports................................................................................... 4-20
Add unrelated items to Crosstabs edges .......................................................... 4-21
Demonstration 3: Sort and format a Crosstab report ........................................ 4-22
Unit summary ................................................................................................... 4-27
Exercise 1: Present unrelated items in a Crosstab
using a discontinuous Crosstab ................................................................... 4-28
Present data graphically....................................................................... 5-1
Unit objectives .................................................................................................... 5-3
Create a Visualization report .............................................................................. 5-4
Different chart options ........................................................................................ 5-5
Create charts containing peer and nested items ................................................. 5-6
Create and reuse custom chart palettes ............................................................. 5-7
Add data-driven baselines and markers to charts ............................................... 5-8
Demonstration 1: Create and format a chart report ............................................ 5-9
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 Preface

Compare values and highlight proportions using gauge charts and pie charts . 5-22
Demonstration 2: Create a gauge report and a pie chart report ........................ 5-23
Display items on separate axes ........................................................................ 5-30
Demonstration 3: Show the same data graphically and numerically ................. 5-31
Customize charts.............................................................................................. 5-37
What is RAVE?................................................................................................. 5-38
Demonstration 4: Display RAVE visualizations ................................................. 5-39
Unit summary ................................................................................................... 5-43
Exercise 1: Create a dashboard report ............................................................. 5-44
Focus reports using prompts .............................................................. 6-1
Unit objectives .................................................................................................... 6-3
Examine parameters and prompts ...................................................................... 6-4
Create a parameter item on the report................................................................ 6-5
Build a prompt page ........................................................................................... 6-6
Add a prompt item to a report ............................................................................. 6-7
Demonstration 1: Create a prompt by adding a parameter ................................. 6-8
Identify prompt type .......................................................................................... 6-13
Demonstration 2: Add a value prompt to a report ............................................. 6-14
Add pages to a report ....................................................................................... 6-20
Demonstration 3: Add a Select & search prompt to a report ............................. 6-21
Create a cascading prompt .............................................................................. 6-26
Demonstration 4: Create a cascading prompt................................................... 6-27
Unit summary ................................................................................................... 6-34
Exercise 1: Focus a report using value prompts ............................................... 6-35
Extend reports using calculations ....................................................... 7-1
Unit objectives .................................................................................................... 7-3
Derive additional information from the data source ............................................. 7-4
Add run-time information to your report .............................................................. 7-5
Add Date/Time functions to your report .............................................................. 7-6
Add string functions to your report ...................................................................... 7-8
Demonstration 1: Add calculations to a report .................................................... 7-9
Display prompt selections in report titles .......................................................... 7-15
Demonstration 2: Display prompt selections in the report title .......................... 7-16
Unit summary ................................................................................................... 7-22
Exercise 1: Sales percent by sales representative and country ........................ 7-23

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 Preface

Use additional report building techniques .......................................... 8-1

Unit objectives .................................................................................................... 8-3
Add objects ........................................................................................................ 8-5
Organize objects using tables............................................................................. 8-6
Break a report into sections ................................................................................ 8-7
Convert a list to a crosstab ................................................................................. 8-8
Reuse objects within the same report ................................................................. 8-9
Demonstration 1: Reuse objects within the same report ................................... 8-10
Share layout components among separate reports .......................................... 8-16
Demonstration 2: Reuse layout components in a different report ..................... 8-18
Handle reports with no data .............................................................................. 8-25
Demonstration 3: Explore options for reports that contain do data.................... 8-26
Unit summary ................................................................................................... 8-33
Exercise 1: Analyze product quantities sold by month ...................................... 8-34
Customize reports with conditional formatting .................................. 9-1
Unit objectives .................................................................................................... 9-3
Change displays based on conditions ................................................................ 9-4
3 steps for conditional formatting ........................................................................ 9-5
Step 1. Create a variable .................................................................................... 9-6
Step 2. Assign the variable to a report object ..................................................... 9-8
Step 3. Apply formatting to object based on condition value ............................. 9-10
Demonstration 1: Create a multilingual report (optional) ................................... 9-11
Demonstration 2: Highlight exceptional data..................................................... 9-17
Conditionally render objects in reports.............................................................. 9-21
Demonstration 3: Create a report with a conditionally rendered column ........... 9-22
Conditionally format one crosstab measure based on another ......................... 9-26
Demonstration 4: Conditionally format one crosstab measure
based on another ........................................................................................ 9-27
Unit summary ................................................................................................... 9-32
Exercise 1: Distinguish yearly data ................................................................... 9-33

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 Preface

Drill-through definitions................................................................... 10-1

Unit objectives .................................................................................................. 10-3
Let users navigate to related data in IBM Cognos Analytics ............................. 10-4
Set up drill-through access from a report .......................................................... 10-5
Demonstration 1: Let users drill-through from a report to another ..................... 10-6
Package-based drill through ........................................................................... 10-13
Specify the values passed to target parameters ............................................. 10-14
Steps to set up a package-based drill-through definition ................................ 10-15
Limit the items that users can drill through from ............................................. 10-16
Drill Through Assistant ................................................................................... 10-17
Demonstration 2: Set up and use drill-through access for a package ............. 10-18
Dynamic drill-through ..................................................................................... 10-26
Demonstration 3: Configure and use dynamic drill-through ............................ 10-27
Unit summary ................................................................................................. 10-33
Exercise 1: Configure and use dynamic drill-through ...................................... 10-34
Enhance report layout ..................................................................... 11-1
Unit objectives .................................................................................................. 11-3
View the structure of the report......................................................................... 11-4
Force page breaks in reports ............................................................................ 11-5
Demonstration 1: Create a report structured on data items .............................. 11-6
Horizontal pagination ...................................................................................... 11-12
Add horizontal page numbers ......................................................................... 11-13
Demonstration 2: Format a report for horizontal viewing ................................ 11-14
Modify structures ............................................................................................ 11-19
Demonstration 3: Create a condensed List report .......................................... 11-20
Change PDF page orientation to suit report objects ....................................... 11-24
Set PDF security options ................................................................................ 11-25
Demonstration 4: Change a PDF page from portrait to landscape orientation 11-26
Format objects across a report ....................................................................... 11-32
Demonstration 5: Format objects across a report (optional) ........................... 11-33
Unit summary ................................................................................................. 11-37
Exercise 1: Analyze retailer contacts by country............................................. 11-38

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 Preface

Introduction to IBM Cognos Analytics ........................................ A-1

Unit objectives .................................................................................................... A-3
What is IBM Cognos Analytics?.......................................................................... A-4
Redefined Business Intelligence......................................................................... A-5
Self-service ........................................................................................................ A-6
Navigate to content in IBM Cognos Analytics ..................................................... A-7
Interact with the user interface............................................................................ A-8
Model data with IBM Cognos Analytics............................................................... A-9
IBM Cognos Analytics components .................................................................. A-10
Create reports with IBM Cognos Analytics - Reporting ..................................... A-12
Perform self-service analysis with Dashboards ................................................ A-13
IBM Cognos Analytics architecture (high level)................................................. A-14
IBM Cognos Analytics security ......................................................................... A-15
IBM Cognos Analytics groups and roles ........................................................... A-16
Package/Data source relationship .................................................................... A-17
Create Data Modules........................................................................................ A-18
Upload files ...................................................................................................... A-19
Demonstration 1: Explore IBM Cognos Analytics ............................................. A-20
Extend IBM Cognos Analytics .......................................................................... A-41
Unit summary ................................................................................................... A-42

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 Preface

Course overview
Preface overview
IBM Cognos Analytics: Author Reports Fundamentals (v11.0) provides report
authors an opportunity to learn report building techniques using relational data models.
Techniques to enhance, customize, and manage professional reports will be explored.
Demonstrations and exercises will illustrate and reinforce key concepts during this
learning opportunity.
Intended audience
Report Authors
Topics covered
Topics covered in this course include:
• Explore IBM Cognos Analytics report authoring, different report object types (list,
crosstab, chart, visualization, etc.)
• Create and format reports using grouping, headers, footers, and other formatting
options
• Focus reports by filtering data and using prompts
• Add value to your reports using calculations and additional report building
techniques
• Enhance reports with advanced formatting and exceptional data highlighting
Course prerequisites
Participants should have:
• Knowledge of business requirements
• Experience using the Windows operating system
• IBM Cognos Analytics for Consumers (v11.0) WBT or equivalent knowledge

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 Preface

Verify services used in the course environment

The environment provided in this course requires the following services to be started
before you begin performing demonstrations and exercises:
• Apache Directory Server - default
• DB2 - DB2COPY1 - DB2
• IBM Cognos
• World Wide Web Publishing Service

To review the services, click Start > Windows Administrative Tools > Services, and
ensure that Status of the above services is Running. If you have closed your virtual
machine and launched it again, it is a best practice to review the status of the services
before continuing with your demonstrations and exercises.

If the “Apache Directory Server - default” or the “DB2 - DB2COPY1 - DB2” service have
stopped, you will need to stop the IBM Cognos service, start the stopped service(s),
and then start the IBM Cognos service once the previously stopped service(s) has
(have) started successfully. You can start and stop a specific service selecting it, then
clicking the Start button in the Toolbar.
Note that it may take around 15 minutes for the IBM Cognos service to start, depending
on system resources. You may also see the following message, which is normal:

Click OK, then continue to monitor and check that the Service is started.
Periodically check if the IBM Cognos service has started, by clicking Refresh .
Once the service has started, you will see a status of Started:

Once you have confirmed that the Service has started, close the Services window.
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 Preface

Document conventions
Conventions used in this guide follow Microsoft Windows application standards, where
applicable. As well, the following conventions are observed:
• Bold: Bold style is used in demonstration and exercise step-by-step solutions to
indicate a user interface element that is actively selected or should be clicked, or
text that must be typed by the participant.
• Italic: Used to reference book titles.
• CAPITALIZATION: All file names, table names, column names, and folder names
appear in this guide exactly as they appear in the application.
To keep capitalization consistent with this guide, type text exactly as shown.

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 Preface

Exercises
Exercise format
Exercises are designed to allow you to work according to your own pace. Content
contained in an exercise is not fully scripted out to provide an additional challenge.
Refer back to demonstrations if you need assistance with a particular task. The
exercises are structured as follows:
The business question section
This section presents a business-type question followed by a series of tasks. These
tasks provide additional information to help guide you through the exercise. Within
each task, there may be numbered questions relating to the task. Complete the
tasks by using the skills you learned in the unit. If you need more assistance, you
can refer to the Task and Results section for more detailed instruction.
The task and results section
This section provides a task based set of instructions that presents the question as
a series of numbered tasks to be accomplished. The information in the tasks
expands on the business case, providing more details on how to accomplish a task.
Screen captures are also provided at the end of some tasks and at the end of the
exercise to show the expected results.

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 Preface

Additional training resources

• Visit IBM Skills Gateway for details on:
• Instructor-led training in a classroom or online
• Self-paced training that fits your needs and schedule
• Comprehensive curricula and training paths that help you identify the courses
that are right for you
• IBM Analytics Certification program
• Other resources that will enhance your success with IBM Analytics Software
• For the URL relevant to your training requirements outlined above, bookmark:
• IBM Skills Gateway
http://www.ibm.com/training
• IBM Analytics Learning Services
https://www.ibm.com/analytics/us/en/services/learning.html

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 Preface

IBM product help

Help type When to use Location

Task-oriented You are working in the product Welcome page > Help > Help
and you need specific task-
oriented help.

Downloadable Cognos Analytics version 11.0.x http://www-

Documentation product documentation 01.ibm.com/support/docview.ws
s?uid=swg27047187

Online help You want to access any of the

following:
• IBM Cognos Analytics 11.0 https://www.ibm.com/support/kn
Knowledge Center owledgecenter/SSEP7J_11.0.0
• IBM Cognos Analytics https://ibm.biz/Bdi224
Learning Center
• IBM Cognos Analytics https://www.ibm.com/communiti
Community es/analytics/cognos-analytics
IBM on the You want to access any of the
Web following:
• IBM - Training and Certification http://www.ibm.com/training

• Online support http://www.ibm.com/support

• IBM Web site http://www.ibm.com

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Introduction to IBM Cognos Analytics - Reporting

Introduction to IBM Cognos

Analytics - Reporting

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Unit objectives
• Examine IBM Cognos Analytics - Reporting and its interface
• Explore different report templates
• Create reports in preview or design mode
• Create a simple, sorted, and formatted report
• Examine dimensionally modelled and dimensional data sources
• Explore how data items are added queries
• Examine personal data sources and data modules

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Unit objectives

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

What is IBM Cognos Analytics - Reporting?

• Reporting is a Web-based report authoring tool.
• Reporting lets you create business intelligence reports that analyze
corporate data according to specific information needs.
• Reporting lets you format, present, and distribute your corporate data
using many different methods.

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

What is IBM Cognos Analytics - Reporting?

Reporting, in IBM Cognos Analytics, is the report authoring environment where you
can:
• Create New: Author a report with a choice from existing templates.
• Open Existing: Open an existing report, make changes and then save is with the
same name or with a new name.

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Explore the environment Application Bar Properties

Home
Data
Toolbox
Pages
Queries

Content pane

Side
panel

Work area

Manage

• Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Explore the environment

Features and components of the IBM Cognos Analytics - Reporting environment:
• The Application bar, allows you to save or run the report, switch between open
reports and the Welcome page, switch between view modes of the report (Page
Design, Page Structure, Preview), show properties, and more options of IBM
Cognos Analytics Authoring.
• You can build reports by adding objects and data items from the content pane to
the work area
• The side panel contains the Data, Toolbox, Pages, and Queries tabs. That will be
discussed on the next slide. As well as the Manage and New buttons.
• Modify objects and query items using the Properties pane.

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Examine the side panel

Data

Toolbox

New & Upload files

Pages Queries

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Examine the side panel

Data - use this to add query items to a report page. It has two tabs:
• Source: displays the contents of the published package(s) that the report is
using.
Note: You create and change the structure of the package by using Cognos
Framework Manager.
• Data items: displays data items in the queries defined in the report

Toolbox – Use this to modify the report by adding objects to the report, that aid in
creating a professional look and feel to the report.
Pages – Use this to navigate through the different pages of the report (report pages
and prompt pages), as well as classes for styling.
Queries – Use this to navigate through the different queries of the report, and change
properties of a query, its data items, or its filters. As well as navigating between
conditional variables; to define conditional variables and their values.
New – Use this to start creating new Reports, Dashboards, Stories, Data Modules, or
upload files to the Cognos Analytics portal

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Explore authoring templates

• IBM Cognos Analytics - Reporting contains several report templates to
structure your reports.

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Explore authoring templates

Creating a new report gives the report author a chance to pick a layout presentation for
the report screen. Combined with a Theme, the author can quickly pick a layout a set of
colors that are attractive.
Once the report layout has been selected, for each section in the layout, there is the
Add button, which when clicked provides the option to add:
• List objects which are useful for presenting tabular list information.
• Crosstab objects which are useful for comparative analysis.
• Visualization objects which are useful for graphically showing comparisons,
relationships, and trends.
• Text items are which useful for labeling report objects in a meaningful way.
• Blocks which are useful for extending the layout.
• Table which are useful for organizing the layout of objects in the report.

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Design then run the report

• Design the report in different page views
▪ Page design
▪ Page preview
▪ Page structure
• View the results by running the report in the browser
• Reports can run in two modes
▪ limited interactivity
▪ full interactivity

List object while designing Results after running the report

Country Revenue Country Revenue

<Country> <Revenue> Portugal $34,675,662.43
Run HTML

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Design then run the report

While working in Page design mode, you will only see metadata, such as column
labels. You will not see actual data values in the report. While working in Page preview
mode, you will see sample data as you create the report. To see the final report results,
you must run the report. The results appear in a separate web browser tab.
You can distribute report by email, through the Web, embed it in a Website, or you can
save is on the server or on your desktop.
You can run the report in the format that is most suitable for your needs: HTML, PDF,
Excel, Comma-Separated Values (CSV) or XML.
Reports can run in limited interactivity or full interactivity mode. You specify the that by
setting the report property Run with full interactivity. If you run a report with full
interactivity (which is the default) you can do many operations in the output, like:
• filter, group, sort, and summarize data
• drill down and up in dimensional data
• share or embed the report output, preserving the current view

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Change the properties of an object

• The Properties pane lets you view and change the properties of an
item or object in your work area.

Select Ancestor Selected object type

button

Item name

Property
Property
setting

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Change the properties of an object

When you click an item or object in the report, the properties for that item appear in the
Properties pane.
You can verify the object type selected by the name displayed at the top of the
Properties pane. It is a best practice to verify the object type selected before making
any modifications to it.
You can select an ancestor (or parent object) of the object previously selected in your
work area by clicking the Select Ancestor button.
In the slide example, the Properties pane shows the properties and settings for
Revenue, which is a column in a list data object. The data displayed will be summarized
by total.
There are different ways to change a property setting. If there are only two options for a
certain property, double-click the setting to toggle to the other option. If there are
multiple options, you can click the setting and then click the ellipsis and choose the
desired setting from the dialog box that appears, or choose a selection from a drop-
down list.

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Demonstration and exercise start point information

This section describes in detail how to use the start point information included with the
demonstrations and exercises in this course. It is particularly important for students in a
self-paced learning environment to review this information before proceeding with the
course.
Before you begin the steps of a demonstration or exercise, you will see start point
information to help you set your environment for the tasks that you will perform in that
demonstration or exercise. The start point format appears like the following:
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content > Samples > Models > GO data warehouse (query)
Template: Blank
Folder: Sales and Marketing (query)
Namespace: Sales (query)
This information provides you with a unique starting point for that demonstration or
exercise. It tells how you will access IBM Cognos Analytics through the browser. It
provides the user ID and password to use, the package to use, the report type you will
author, and within the data source, the folder and namespace for items to be used in
your report as you build it. Use this to set your environment before beginning the first
task of the demonstration or exercise.
For example, if your demonstration provided the start point information above, you
would do the following steps to create the List report using the Sales and Marketing
(query)\Sales (query) namespace:
1. From the Task bar, click Internet Explorer to launch a browser session.
2. In the Address bar, type the portal address http://vclassbase/ibmcognos and
then press Enter.
The Log On to IBM Cognos Analytics window appears in a browser tab, with a
Log on dialog box prompting for a User ID and Password. You will log on with
the credentials listed in the start point information.

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3. In the User ID box type brettonf, in the Password box type Education1, and
then click Sign in.

The IBM Cognos Analytics software page displays, the features of the
application that your user has permission to use are displayed.

4. Click New and then click Report .

5. Select the Blank template and click OK.

6. In the Data tab , click Add report data .

7. Browse to the required package by clicking Samples > Models > GO data
warehouse (query), and then click Open.
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Now you two tabs on the left: Source and Data items. The Source tab includes
a package explorer for using the data in the package that you have selected,
while the Data items tab contains a list of data items that are in use in your
report.
8. In the middle of the work area, click Add , then click the List icon.

9. In the Source tab, expand the Sales and Marketing (query) folder.
The expanded folder displays the namespaces that are available to you in this
package. The starting point information in this example will work with the Sales
(query) namespace.

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10. Expand the Sales (query) namespace.

The results appear as follows:

From here, you would work with the metadata of query subjects, query items,
and facts within this selected namespace unless otherwise mentioned.
Follow the start point information carefully, as there will be different logins,
packages, report types, and namespaces used for each demonstration and
exercise in this course.
At the end of each unit, in the last demonstration or exercise, you will be
instructed to log off. This is a best practice, to free up resources, and another
best practice is to close all browser windows, especially if you are finished
working with IBM Cognos Analytics for the day.

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Demonstration 1
Create a simple report

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Demonstration 1: Create a simple report

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Demonstration 1:
Create a simple report

Purpose:
Sales executives would like you to create a report that lists all of the sales
representatives and the revenue they have generated to date. The report
should include their name, position, city, and country. Sort the report by
revenue, in descending order, and display revenue in American dollars.

Task 1. Open IBM Cognos Analytics and choose a report

template
1. Launch a Web browser, in the address bar type http://vclassbase/ibmcognos,
and then press Enter.
In the training environment, this may be the default browser landing page, so if
you are presented with a Sign In dialog box, you may proceed.
2. On the IBM Cognos Analytics sign-in page, in the User ID box, type brettonf, in
the Password box, type Education1, and then click Sign in.
The Welcome to IBM Cognos Analytics page appears.
3. From the side panel on the left, click New , and then click Report .
4. From the Templates and themes dialog, select the Blank template, and then
click OK.
You will check the state of an option available in Reporting, to ensure that the
automatic group and summary behavior for lists is off. In your own work
environment, you may have this on or off, depending on the needs of your
organization. For this course, you will have it off, so that summary rows, for
example, do not automatically appear in lists.
5. In the application toolbar at the top, click the More ellipses, and then click
Options.
6. Click the Report tab, and ensure Automatic group and summary behavior
for lists is deselected, and then click OK.
Task 2. Add a data source and a list.
1. From the side panel, click Data . Notice that two tabs appear: Source and
Data items.
2. Under the Source tab, click Add report data, which is a circle icon with a plus
sign in it.

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3. Navigate to: Team content\Samples\Models\GO data warehouse (query).

The results appear as follows:

4. Click Open.

5. On the Application bar, click Page views , and then click Page preview.

6. Click Add in the center of the screen.

This will bring up a set of data container choices.
7. Click the List object, and then click OK to accept the default query name.
Task 3. Add data to the list.
1. On the side panel, Source tab, expand the Sales and Marketing (query)
folder , expand the Sales (query) namespace , and then expand the
Employee by region query subject .
2. Double-click the Country query item to add it to the list report object.
The list report object now has one column.
3. Double-click City to add it to the list report object.
City is automatically added to the end of the list.
4. Right-click Last name, and then click Properties.
The Properties dialog box appears, with details about the item.
5. Click Close.
6. Click First name, and then Ctrl-click Last name, Employee level and
Position name.

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7. Right-click Position name, and then click Insert.

The items are added to the list in the order in which they are selected.
A section of the results appear as follows:

8. From the Source tab, expand the Sales fact query subject, and then click and
drag Revenue to add it to the end of the list (you should see a flashing black
bar inside of a white bar, indicating the correct drop zone).
If you place the query item outside of the list report object you will receive a
message indicating that you have created a singleton. You instead want the
new query item to be added to the end of the List, so if this is the case, undo
your last action, then redo step 8.
You may get a summary footer at the end of the List, like the following:

If this happens, then it means that IBM Cognos Analytics Reporting grouped
and summarized the List by default. You don’t want to have the summary footer
by default. In the Application bar, click Undo . To turn off this option:
• In the Application bar, click More > Options.
• In the Report tab, uncheck Automatic group and summary behavior for
lists.
• Click OK.
Now drag the Revenue data item again to the List.
You would like to see Last name appearing before First name.

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9. In the work area, drag the Last name column to the left of the First name
column.
A flashing black bar appears when the item is over a drop zone.
Note: Make sure that the list column body is selected by clicking any one of the
cells in the column, not the column header. To check to see what element of the
report you have selected, check the title bar of the Properties pane.
Now that you have built the report you can view the data items in the query.
Task 4. View the data items in the query.
1. On the side panel, click Queries , then on the content pane, click Query1.
The data items you added to the list appear in the Data Items pane for the
query. The names of the data items correspond to the column titles in the report
layout.
2. In the Data Items pane, click Position name.
You want to view information about the data the Position name data item
retrieves from the data source.

3. From the Application bar, click Show properties .

4. In the Properties pane, double-click the Expression property.
In the Data item expression dialog box, you can see that this data item retrieves
data from the Position name query item, in the Employee by region query
subject, in the Sales (query) namespace.
5. Click OK, and then in the Data Items pane, click Last name.
6. In the Properties pane, double-click the Expression property.
The Data item expression dialog box appears. You can see that this data item
retrieves data from the Last name query item, in the Employee by region query
subject, in the Sales (query) namespace.
7. Click OK to close the dialog box.

8. On the side panel, click Pages , and then click Page1 to return to the work
area.
Task 5. Remove a column from the report.
It has been decided that Employee level in the list report object is not needed in
the report. You will remove it from the list.
1. In the list report object, click anywhere in the Employee level column.

2. From the now visible container toolbar, click More , and then click Cut .
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The column is removed from the list report.

3. On the side panel, click Queries, and then click Query1.
The Employee level data item still appears in the Data Items pane. Although
you removed the Employee level data item from the report layout in Page
Explorer, the data item has not been removed from the query. However,
keeping the data item in the query can be useful for other tasks such as creating
a calculation.
Other examples of where you would keep a data item in the query, but remove it
from the report layout are: creating an expression based on the query item, or,
using this item when sorting or formatting data in the list.
4. On the side panel, click Pages, and then click Page1 to return to the work area.
5. On the Application bar, click Undo .
6. With the Employee level data column still selected, on the container toolbar,
click More, and then click Delete .
7. On the side panel, click Queries, and then click Query1.
The Employee level data item has been removed from the report layout and the
query and no longer appears in the Data Items pane.
Task 6. Format and sort the data, and then run the report.
1. On the side panel, click Pages, and then click Page1.
2. In the List, click in the data cells of the <Revenue> column.
The Revenue cells are highlighted to show that they are selected. The
Properties pane shows the properties for this column body.
3. On the container toolbar, click Sort , and then click Descending.
Our sales reps will now be ranked starting with our top performers.
4. With the Revenue column still selected, in the Properties pane, under the
DATA category, click Data format, and then click the ellipsis .
The Data Format dialog box appears.
5. In the Format type list, select Currency.
6. Under Properties, click Currency, click the down arrow button in the column to
the right of Currency, and then select $ (USD) - United States of America,
dollar from the list.
Revenue will now be displayed in American dollars. By default, it will use a
comma as a Thousands separator, and two decimal places.
Note: Changing the currency will not perform a currency conversion (for
example, it will not convert one currency into the value of another). It will simply
show the value with a different currency symbol, thousands separator, decimal
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place, and so on. If you want to see data displayed in a particular currency, the
data must be stored in the data source in that currency.
7. Click OK to close the Data format dialog box.
8. Click Page views , and then click Page design.
The result appears as follows:

Page design mode is an alternate way to edit report objects such as the List.

9. On the Application bar, click Run options , and then click Run HTML.
A section of the result appears as follows:

You can see that revenue is sorted in descending order.

10. At the bottom of the page, click Page down to navigate to each
page of the report.
11. Close the rendered report web page (tab) to return to the work area.
12. Leave IBM Cognos Analytics open for the next demonstration.
Results:
You created a list report and added the necessary items from the model as
required by the sales executives. You sorted the data in descending order and
formatted the revenue in American dollars.

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Dimensionally-modeled and dimensional data sources

• In IBM Cognos Analytics, reports using dimensionally-modeled
relational data sources and dimensional data sources enables you to
drill down to a detailed level or drill up to a summarized level

Drill down to a specific level

(in this example, a specific product)

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Dimensionally-modeled and dimensional data sources

Dimensionally-modeled relational metadata is data taken from a relational source and
modeled as a star schema. As well, hierarchies are applied to allow for drill behavior.
Dimensionally-modeled relational data extends dimensional capabilities (such as drill-
down and drill-up) to relational sources.
With dimensional analysis, your corporate data is organized in the way you think about
your business so that you spend more time on value added analysis, rather than on
data retrieval.
Only dimensional models allow drill up and drill down behavior in analyses and reports.
Note: The purpose of this course is to explore how Reporting can use relational data
sources to create reports. The next demonstration provides an opportunity to create a
report using a dimensional data source. The IBM Cognos Analytics: Author Reports
with Multidimensional Data course explores, in greater detail, how IBM Cognos
Analytics - Reporting can be used to analyze DMR or OLAP data sources.

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Demonstration 2
Create a report from a dimensionally-modeled relational data source

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Demonstration 2: Create a report from a dimensionally-modeled relational data source

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Demonstration 2:
Create a report from a dimensionally-modeled relational data
source

Purpose:
You want to explore a dimensionally-modeled relational data source and
create a report that enables you to drill down to a lower level of detail.

Task 1. Examine a dimensionally modelled relational data

source.
1. From the side panel, click New , and then click Report.
2. Select Blank, and then click OK.
3. Using Data > Source > Add report data, navigate to Team content >
Samples > Models > GO data warehouse (analysis).
4. Click Open.
The Source tab on the left displays the folders available in the package. Notice
the folder symbols .

5. Click Add in the center of the work area, click List, and then click OK to
accept the default options presented.
6. Expand Sales and Marketing (analysis).
You see the namespaces in the Sales and Marketing (analysis) folder. Notice
the namespace symbols .
7. Expand the Sales namespace.
A section of the results appear as follows:

The available measures and dimensions are displayed in the data tree.

Notice the measures query subject and the dimensions .

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Task 2. Continue examining the data source.

1. Expand the Sales fact measures query subject.

Review the measures available in the Sales fact measures query.

2. Expand the Retailers dimension , and then expand the

Retailers hierarchy .

Review the Members folder and its five levels .

3. Expand the Region level .

The Members folder and the Region code query item display in the data
tree.
4. Expand the Members folder (under Region) to see the five sales regions.
The results appear as follows:

Task 3. Add items to the list report object.

You want to create a report that shows the quantity of Star Dome tents sold in
Canada in 2011. Because this is dimensionally-modeled relational data, you
can drill down to a greater level of detail than in a relational model.
1. Expand the Time dimension, Time hierarchy, Year level, and Members.
2. Drag 2011 to the list report object, in the work area.
Notice how you can add specific members to a report, instead of having all
years added and filtering for only the years you want (as in relational data
sources).
3. Under the Retailers dimension, Retailers hierarchy, Region level, Members
folder, expand the Americas member, and then drag the Canada member to
the end of the list report object, dropping when the flashing black bar appears.

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4. Expand the Products dimension, Products hierarchy, Product line level,

Members folder, Camping Equipment member, Tents member, and then
drag Star Dome to the list report object.
5. Expand Sales fact measures (if necessary), and then drag the Quantity
measure to the list report object.
The results appear as follows:

Task 4. Run the report.

1. On the Application bar, click Run options, and then click Run HTML.
You see that 2,403 Star Dome tents were sold in Canada in 2011.

2. Click the body of the 2011 cell (notice that 2011 now appears as a hyperlink),
then click 2011 to drill-down for more detail.
The results appear as follows, showing the quarterly time periods of 2011.

3. Close the rendered report page (Reporting) tab to return to the work area.
4. Leave IBM Cognos Analytics open.
Results:
You have explored a dimensionally-modeled relational data source in IBM
Cognos Analytics - Reporting. You created a report that demonstrated how
you can drill down to a lower level of detail in the data source.

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Examine personal data sources and data modules

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Examine personal data sources and data modules

IBM Cognos Analytics has the ability to allow you to import personal data sources
like a CSV or XLS file. The personal data source can then be used as a source for a
Data Module, after which it may be used as a data source for a report like any other.
The process begins by using the Upload files feature available from
the Welcome screen. Next, the uploaded personal data source must be contained
as a data module. This is done by selecting New > Data module. Data can be
dragged from the Selected sources pane to the Data module pane to define the
data module. Once it has been defined, the data module can be renamed and
saved, making it available as a data sources for report creation.

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Demonstration 3
Create a report from a personal data source

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Demonstration 3: Create a report from a personal data source

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Demonstration 3:
Create a report from a personal data source

Purpose:
The purpose of this demonstration is to show you how to take a simple
Microsoft Excel file and use its data as the source for a report.

Task 1. Upload a Microsoft Excel file.

1. In the Application bar, use the dropdown menu in the middle (displaying
New*), and then click Welcome.
2. From the Welcome to IBM Cognos Analytics page, from the side panel, click
New, then click Upload files .
3. In the Choose File to Upload dialog box, browse to: C:\Program
Files\IBM\Cognos\Samples\webcontent\samples\datasources\files.
Hint: You may need to switch the files filter to display All Files (*.*).
4. Click the SampleFile_GOSales.xls file to select it, and then click Open.
The system will take a few moments (up to 2 minutes) to load the file. When
complete, a preview of the data is displayed, such as Retailer country, Order
method type, Retailer type, etc.
Note: If the upload is not complete after several minutes, restart the browser
and repeat steps 1 to 4.
5. Click OK at the bottom of the page, once the load is complete.
Task 2. Create the data module.
1. Using the actions from the Step 1 of the previous task, open the Welcome
page.

2. From the Welcome page, click New > Data module .

3. From the Sources list, and then click Uploaded files.
4. Select the checkbox for SampleFile_GOSales.xls (with the My content
designation).
5. Click the Done button at the bottom left of the page.
6. Under Sources, expand SampleFile_GOSales.xls.
7. Expand Sample File Go Sales Xls, and then drag it under the New Data
module area.

8. Click Save , and then click My content.

9. In the Save as textbox, type Sales Data Module, and then click Save.
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10. From the dropdown menu in the Application bar at the top, click Remove to
the right of Sales Data Module.
Task 3. Create a report from the data module.
1. Return to the Welcome page, and then click New > Report , from the
New dialog, select the Blank template, and then click OK.
2. From the side panel, click Data, under the Source tab, click Add report data,
and then click My content.
3. Click Sales Data Module, and then click Open.
4. From work area add List object, and then click OK.
5. From source tap, expand Sales Data Module > Sales Data Module.
6. Drag Retailer country to the list.
7. Drag Order method type to the right of Retailer country.
8. Drag Quantity to the right of Order method type.
9. From the application bar, click Run options, and then click Run HTML.
A section of the results appear as follows:

10. Close the rendered report page tab to return to the reporting work area.
11. Leave IBM Cognos Analytics open.
Results:
You created a report from a Microsoft Excel file. By uploading the file, and
creating a data module from it, you were then able to take that result and
create a standard list report.

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Unit summary
• Examine IBM Cognos Analytics - Reporting and its interface
• Explore different report templates
• Create reports in preview or design mode
• Create a simple, sorted, and formatted report
• Examine dimensionally modelled and dimensional data sources
• Explore how data items are added queries
• Examine personal data sources and data modules

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Unit summary

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Exercise 1
Create a revenue report

Introduction to IBM Cognos Analytics - Reporting © Copyright IBM Corporation 2018

Exercise 1: Create a revenue report

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Exercise 1:
Create a revenue report

Sales executives, from the Great Outdoors Samples Company, want you to create a
report showing revenue for each product within each product type for each product line.
The report must list the revenue from the greatest to the least.
• Create a list report using the GO data warehouse (query) package.
• Navigate to Sales and Marketing (query) / Sales (query).
• Add the following query items to a new list report object in the order provided:
• Products: Product line, Product type, and Product
• Sales fact: Revenue
• Sort Revenue in descending order.

For more information about where to work and the exercise results, refer to the Tasks
and results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

Exercise 1:
Tasks and results
Server: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Task 1. Create a list report.
• Create a new Blank report using the Team content\Samples\Models\GO data
warehouse (query) package.
• Add a List object to the report.
• Data/Source tab: Navigate to
Sales and Marketing (query) / Sales (query) / Products.
• Add Product line, Product type, and Product to the List object.
• Source tab: Navigate to
Sales and Marketing (query) / Sales (query) / Sales fact.
• Add Revenue to the List object.
The results appear as follows:

Task 2. Format and test the List object.

• List object: Click the <Revenue> list column body.
• Toolbar: Sort Revenue in descending order.
• Run the report in HTML to test the new report.
A section of the results appear as follows:

• Close all web browser windows and tabs, and if prompted, select Leave this
page.
Note: If your environment appears to not react to your clicks, there may be
another browser tab in the background with a message awaiting your response.
Try clicking the other open browser tab(s), and select Leave this page, when
you see this prompt.
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 U n i t 1 I n t r o d u c t i o n t o I B M C o g n o s A n a l yt i c s - R e p o r t i n g

You created a report showing revenue for each product within each product type for
each product line, and the list is sorted on revenue in descending order.

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Create list reports

Create list reports

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 Unit 2 Create list reports

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 Unit 2 Create list reports

Unit objectives
• Group, sort, and format list reports
• Describe options for aggregating data
• Create a multi-fact query
• Create a report with repeated data structure

Create list reports © Copyright IBM Corporation 2018

Unit objectives

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 Unit 2 Create list reports

Examine List reports

• You can use List reports to:
▪ present tabular information
▪ show detailed information from your database

Country Employee name Revenue

Switzerland Adriaantje Haanraads $27,600,413.97
Spain Agatha Reyes $24,097,530.30
Japan Aimi Tanaka $16,468,860.28

Create list reports © Copyright IBM Corporation 2018

Examine list reports

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 Unit 2 Create list reports

Group data
• Group your data and choose how often to display item names by
changing the group span properties.

Group on Country and City

Canada Calgary Tammy Sherwood

Vittorio Rizzo
Toronto Brendon Pike

Group on Country and City with Group Span by City

Canada Calgary Tammy Sherwood

Vittorio Rizzo
Canada Toronto Brendon Pike

Create list reports © Copyright IBM Corporation 2018

Group data
You can group on one or more columns depending on how you want to see your data.
The List report should preferably follow a 1:n cardinality from left to right in order to
properly display the grouping. Which means that you start by the root parent level, then
its children, then more children (e.g. Region, then Country, then City... etc.).
Spanning one group of items by a second group can be helpful if the second group
contains many items.
You can level span grouped items only by other grouped items on the report.
To group related information together, select a column and click Group/Ungroup on the
Toolbar. For example, when country and city are both grouped, you can choose to
show the country name each time the country changes (span Country by Country),
each time the city changes (span Country by City), or every time there is a new record
(no level spanning).
A grouped item will appear at the top of a new page regardless of level spanning. For
example, when the List is grouped by Country, the Country name will appear at the top
of the next page, even for records in the same City.
Grouping a column in a List generates an "order by" clause in the generated SQL, so
your data is returned grouped and automatically sorted ascending.
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 Unit 2 Create list reports

Include headers and footers

• You can add headers and footers to a List report to provide additional
information about the contents of the report.

List Page Header

Overall Header
Header for a
Data Item

Footer for a
Data Item

Create list reports © Copyright IBM Corporation 2018

Include list headers and footers

List headers and footers can be placed:
• at the top or bottom of a List on each page (List page header/footer)
• at the top of the first page or bottom of the last page (List overall
header/footer)
• before or after a group of details (header/footer based on a Data Item)
Choose where to place headers and footers based on your requirements.

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 Unit 2 Create list reports

Sort and format list columns

• You can sort detail records and/or groups of the report.
• You can emphasize certain data to make your reports easier to read
and understand.

Create list reports © Copyright IBM Corporation 2018

Format list columns

You can sort detail records and/or groups of the report.
In the slide example, if you wanted to sort the Product line column by Quantity instead
of by Product line, you would drag the Quantity query item to the Product line Sort List
folder. Items in a report that are grouped appear under the Groups folder.
• You can modify the item used to sort a grouped item, add or remove a sort item,
and determine the sort order. Click an object that can be sorted, on the toolbar,
click Sort, and then click Edit Layout Sorting.
• You can open the same dialog by selecting the List object, and then in the
Properties pane, double-click the Grouping & Sorting property.
The item used to sort specific grouped items in a report or to sort ungrouped items in a
report does not need to be on the report page but does need to be in the query.
You can format List report columns at different levels depending on your requirements:
• lowest level: format the cells on a List column
• higher level: format both cells and the title in a List column
• highest level: format both the cells and titles in all columns in the List

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 Unit 2 Create list reports

Demonstration 1
Enhance a list report

Create list reports © Copyright IBM Corporation 2018

Demonstration 1: Enhance a list report

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 Unit 2 Create list reports

Demonstration 1:
Enhance a list report

Purpose:
Executives want you to create and format a report to highlight and sort the
product lines based on the revenue that they generated. They also want you
to highlight the retailer type and sort revenue descending by quantity sold.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)

Note: If you are unsure as to how to begin using the starting point information above,
please refer to Unit 1, in the section titled Demonstration and exercise start point
information.

Task 1. Create the list

1. Add the following query items to a new List object:
• Products: Product line, Product type, Product
• Retailer type: Retailer type
• Sales fact: Quantity, Revenue

2. From the Application bar, click Run options, and then click Run HTML.
A new web browser tab opens with the rendered report.
3. Click the Bottom navigation button found on the lower left of the page to view
the final rows of the report, noting that there is no summary data.
Due to the complexity of the final report, you will not include any summary row
in your final report. This will make it easier for the consumer to review the data.
4. Close the rendered report tab and return to the report authoring work area tab.

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 Unit 2 Create list reports

Task 2. Group and span columns, and then add a report title
1. In the list data container, click the <Product line> list column body, Ctrl-click
the <Product type> and <Product> List column bodies, and then from the
Toobar, click Group / Ungroup .
Results appear as follows:

2. Click the <Product type> List column body.

3. On the application bar, click Show properties to open the Properties pane,
and then in the DATA section, click Group span.
4. From the list, click Product. This will cause the <Product type> to be displayed
for every <Product>.

5. On the side bar, click Toolbox , and then drag a Block to the left of
the List, dropping it when there is a flashing black vertical bar.

6. Drag a Text item inside the Block object that you just placed in the work
area.
7. In the Text dialog box, type Product type Sales and Revenue by Product,
and then click OK.
8. In the Toolbar, click Font , then change Family to Arial, Size to 16pt,
Weight to Bold, and check Underline, then click OK.
A section of the result appears as follows:

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 Unit 2 Create list reports

9. On the Application bar, click Run options, and then click Run HTML.
A section of the results appear as follows:

Product type is spanned by Product. Every time Product changes the Product
type is repeated.
10. Close the rendered report tab.
Task 3. Add a list page header, an overall header, and a group
header.
You want to add a List page header for the report and an overall header to add
additional information to the report.
1. Click anywhere in the List, then from the Toolbar, click More > Headers &
footers > List headers & footers.
2. Select List page header and Overall header, and then click OK.

3. In the List, double-click List page header.

4. In the Text box, replace the default text with Revenue by Retailer type, and
then click OK.
5. With the List page header still selected, on the Toolbar click Font.
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 Unit 2 Create list reports

6. In the Font dialog box, change Family to Arial, Size to 12 pt., Weight to Bold,
then click OK.
7. In the List, double-click Overall.
8. In the Text box, replace the default text with Attention: Sales Managers, then
click OK.
9. In the List, click the <Product line> List column body.
10. On the Toolbar, click More > Headers & footers > Create header.
When a header is created from a column, the header stays within the List
object. You cannot create a header from a spanned column. Now you will move
the List column titles to the start of the details of the report
11. Select the List object, and from the Properties pane, under the GENERAL
section, change the Column titles property to At start of details.
12. With the <Product line> List column body still selected, press the Delete key in
the keyboard to remove the redundant column.
A section of the results appear as follows:

13. Run the report in HTML.

A section of the results appear as follows:

14. Close the rendered report tab.

Task 4. Format and sort a column.
1. In the List, click <Revenue>, then from the Toolbar, click Sort , and then
click Descending.
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 Unit 2 Create list reports

When a column is sorted the Sort icon appears in the list column title
cell .
2. With the <Revenue> List column body still selected, on the Toolbar, click Data
format .
3. In the Data format dialog box, under Format type, select Currency.
4. Under Properties, click Currency.
5. From the list, select $ (USD) United States of America, dollar, and then
click OK.
Task 5. Format the list column body.
1. Click the <Retailer type> List column body.
2. On the toolbar, click Font , change Family to Arial, Style to Italic.
3. Click Foreground Color, click Purple, click OK, and then click OK again.
The font properties are applied to the body cells in the Retailer type column.
A section of the results appear as follows:

Task 6. Format a column.

1. Click the <Retailer type> List column body, then from the Toolbar, click
Select Ancestor , and then click List column.
2. In the Properties pane, under FONT & TEXT, double-click the Font property,
change Family to Arial, Size to 12pt, Weight to Bold, then change the
Foreground Color to Green, then click OK.

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 Unit 2 Create list reports

A section of the results appear as follows:

The color property is applied only to the column title because the List column
body formatting overrides the list column formatting. However, because you
have not set the size or weight for the list column body, the value in the cells
now appears in 12pt bold font.
Task 7. Sort the Product line column by the Revenue
generated.

1. Click the <Revenue> List column body, on the Toolbar, click Summarize
and then click Total .
2. In the upper left corner of the Product type header cell click the Container
Selector to select the entire List.
You may need to click Esc to clear the toolbar so that you can see the List
column headers.
3. In the Properties pane, under DATA, double-click Grouping & sorting.
Because Product line, Product type, and Product are grouped, these items
appear under the Groups folder.
4. In the Groups pane, expand Product line, and then from the Data items pane,
drag Revenue onto the Product line \ Sort list folder.
The results appear as follows:

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 Unit 2 Create list reports

The Product line column will now be sorted in ascending order based on the
revenue generated by each product line. The product line that generated the
least revenue will appear at the beginning of the report.
5. Click OK, and then, on the Application bar, run the report in HTML.
A section of the results appear as follows:

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 Unit 2 Create list reports

Since Outdoor Protection generated the least revenue, it appears at the

beginning of the report.
6. Close the rendered report tab.
7. On the Application bar, close the Properties pane.
8. Return to the Welcome screen.
Results:
You have created a list report that grouped Product line, Product type, and
Product name. You highlighted retailer type; and you have sorted revenue in
descending order according to the quantity sold.

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 Unit 2 Create list reports

Understand fact/measure data

• You can aggregate fact data to show trends or summaries.

Employee name Product line Revenue

Agatha Reyes Camping Equipment 9,596,483.77
Golf Equipment 1,966,340.45
Mountaineering Equipment 5,546,852.83 Detail rows
Outdoor Protection 991,736.35
Personal Accessories 5,996,116.9
Agatha Reyes 24,097,530.3 Summary row

Create list reports © Copyright IBM Corporation 2018

Understand fact/measure data

You can show minimum, maximum, average, total, count, or calclated data.
The Detail aggregate property specifies the type of aggregation to apply to individual
values which appear as detail rows in Lists or Crosstabs.
The Summary aggregate property specifies the type of aggregation to apply to
summarize values. These values appear at the higher levels of Lists and Crosstabs.
The setting of Automatic indicates that the aggregation applied is based on the data
type of the query item. Therefore, an integer data type with rollup aggregation set to
automatic provides total aggregation. The report on the slide illustrates Summary
aggregate set to Total.
These property values and many others can be set for all authors by the modelers in
Framework Manager to centralize administration.

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 Unit 2 Create list reports

Understand aggregate data

• You can show your data as summarized aggregated data or as
detailed non-aggregated data.

Auto group and

Default aggregation summarize set to 'No'
Rollup aggregate
set to Total

Create list reports © Copyright IBM Corporation 2018

Understand aggregate data

By default, the data will be grouped and summarized, at its lowest level of detail,
because of the Auto Group and Summarize property that is applied to the Query. This
aggregation is applied at the initial query.
Then the function specified by the Summary aggregation property summarizes grouped
data and is applied after data is retrieved.
The List on the left has all default aggregation settings and no summarization applied.
Detail aggregation is set to Total, by default, in the model package. Summary
aggregation is set to Default since there is no summarization is done in the List.
Detail aggregation: is the function that aggregates items at the lowest level of detail
and is set by the data modeler for the package. This aggregation is applied only when
the query’s Auto Group and Summary is set to Yes.
Summary aggregation: is applied, by the report author, to grouped items and provides
a higher-level aggregation, as seen by the center List report.
The List on the right shows results with the query’s Auto Group and Summary set to
No, it displays transactional values.

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 Unit 2 Create list reports

Understand difference in aggregation

• You can use data items for your query from the Source tab or the
Data Items tab.

Create list reports © Copyright IBM Corporation 2018

Understand difference in aggregation

Data items selected from the Source tab will be calculated and summarized prior to
aggregation.
Data items selected from the Data items tab will be calculated and summarized after
aggregation.
Fact data items should be selected from the Data items tab if they are to be used
multiple times in a report or calculation, since they would not be re-aggregated based
upon the entire query. This prevents any double counting of the fact data item and
provides predictable results.

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 Unit 2 Create list reports

Demonstration 2
Explore data aggregation

Create list reports © Copyright IBM Corporation 2018

Demonstration 2: Explore data aggregation

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 Unit 2 Create list reports

Demonstration 2:
Explore data aggregation

Purpose:
You have been asked by management to create a report that compares how
different order methods are performing for each product line. This report
should display the revenue that individual order methods generate for each
product line and the average revenue all order methods generate for each
product line. You will create this report and examine the underlying query
model at various stages.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a basic report and examine the query model.
1. On the side panel, click New > Report.
2. In the Templates and themes dialog, choose the Blank template, and click OK.
3. In the Data \ Source tab click Add report data .
4. Browse to the Team content \ Samples \ Models \ GO data warehouse
(query), then click Open.
5. Add a List object to the report page, click OK to accept the defaults.
6. Add the following query items to the List:
• Products: Product line
• Order method: Order method type
• Sales fact: Revenue

7. On the side panel, click Queries , and then under Queries, click Query1.
Note the three data items in the Data Items pane. Each data item corresponds
to an item in a column in the List.
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 Unit 2 Create list reports

8. In the Data Items pane, click Revenue, and then click Show properties from
the Application bar.
In the Properties pane notice that the Detail aggregation property is set to Total.
When the query groups and summarizes data at the lowest level of detail, the
query will summarize data by calculating the total revenue generated at the
lowest level of detail. In our report, the lowest level of detail is Revenue
generated by each Order method type, in each Product line.
You have not yet added any aggregate revenue values for grouped data items
in report layout. Therefore, the Summary aggregation property for Revenue is
set to Default.
9. Run the report in HTML.
A section of the results appear as follows:

10. You can examine the revenue generated by each product line using each order
method.
11. Close the rendered report tab.
Task 2. View individual records rather than data grouped and
summarized at the lowest level of detail.
You would like to review the amount of revenue generated by each order made
using a particular Order method type for each product line. To achieve this
result, you will set the Auto Group & Summarize property for this query to No.
1. Verify that Query1 is selected.
2. From the Properties pane, under DATA, click the Auto group & summarize
property, and then change it to No.

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 Unit 2 Create list reports

3. Run the report in HTML.

A section of the results appears as shown below:

The report no longer displays a single row for the total revenue generated by all
sales of each product line using a specific order method type. Instead, it
displays individual rows containing the revenue generated by each individual
sale that used a specific order method type for each product line.
For example, a row in the report displays data for a golf equipment sale made
by telephone. This sale generated $41,958.76 in revenue.
If you wanted to display these individual records in your final report, you would
group and sort this data to make it easier to read. However, you decide you
would prefer to have this data grouped and summarized at the lowest level of
detail.
4. Close the rendered report tab.
5. From the Properties pane, for Query1, click the Auto group & summarize
property, and then change it back to Yes.
Task 3. Group query items, add aggregate data, and observe
the results in the query.
As requested, you will now group this data by product line and add aggregate
data to display the average revenue generated by all order method types for
each product line.
1. On the side bard, click Pages , and then click Page1.
2. In the List, click the <Revenue> List column body, then from the Toolbar, click
Data format .
3. Change the Format type to Currency.
4. Change the Currency property to USD - United States of America, dollar,
and then click OK.

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 Unit 2 Create list reports

5. In the List, click the <Product line> List column body, and then on the Toolbar,
click Group / Ungroup.
The product Line column is grouped, and you can now include aggregate data
at a higher level of detail. You want to see the average revenue generated by all
order method types for each product line, and for all product lines.
6. In the list, click the <Revenue> List column body, then from the Toolbar, click
Summarize , and then click Average .
The results appear as follows:

You will examine how the aggregation you specified has reflected in the
Summary aggregation of the new Summary data item for Revenue.
7. On the side bar, click Queries, then click Query1, then in the Data Items pane,
click Average(Revenue).
In the Properties pane, notice that the Summary property for
Average (Revenue) is set to Average. This is because you have specified that
revenue for grouped items in the report be aggregated to display the average
revenue generated.

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 Unit 2 Create list reports

8. Run the report in HTML.

A section of the results appear as follows:

In this report, data is grouped by product line. Below each product line row is an
aggregate row displaying the average revenue generated by all order method
types for that product line.
You can see that for all product lines, revenue generated by the Web method
far exceeded those of other order methods.
9. Close the rendered report tab.
Task 4. View tabular data.
1. In the Queries tab, click Query1.
2. Right-click Query1, then click View tabular data.
3. Click OK to the warning message.
Notice that although you grouped the Product line data item in the report layout,
in the tabular data retrieved for the query, product line data is still ungrouped.
This option retrieves the data without any grouping or formatting. It is a useful
method for testing the query itself regardless of the layout.
4. Close the rendered report tab.
5. Return back to the Welcome page.
Results:
You created a list report displaying revenue generated by each order method
for each product line and the average revenue all order methods generate for
each product line. You also specified that the query should display individual
data records instead of grouped and summarized data, and you then
compared the results.

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 Unit 2 Create list reports

Use shared dimensions to create multi-fact queries

• When authoring reports with multiple facts across the business, it is
necessary to use at least one shared dimension item to ensure
correlated and predictable results.

Shared
dimension

Create list reports © Copyright IBM Corporation 2018

Use shared dimensions to create multi-fact queries

A shared dimension is created by the data modeler to provide consistent results
throughout the company's different business units. When business units report with
these shared query items, they communicate more efficiently as a whole by providing
the same base of information.
Shared dimensions are also known as conformed dimensions.
Results of multiple-fact queries can vary if the level of granularity differs, or you use a
non-conformed dimension. For example, in the GO Data Warehouse (query) package,
the granularity for time differs between Sales target and Revenue. Sales targets are
recorded monthly, whereas, the Revenue is recorded on a daily basis. This is not an
issue when reporting and will not cause confusing results if you report at a common
level of granularity, such as the month level in this case. If you report at the day level,
inventory levels will simply display repeating values, the month total for every day of the
month in the report. These values will not be double-counted.

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 Unit 2 Create list reports

Demonstration 3
Create a multi-fact query in a List report

Create list reports © Copyright IBM Corporation 2018

Demonstration 3: Create a multi-fact query in a list report

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 Unit 2 Create list reports

Demonstration 3:
Create a multi-fact query in a list report

Purpose:
You have been asked to create a report showing sales revenue and target
revenue for each year. You will need to use conformed query items in the
report to ensure the results are accurate and consistent with expected results.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content/Samples/Models/GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)/Sales target (query)
Task 1. Add two facts from different query subjects to a list
report.
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List to the report page.
3. Add the following data items to the List:
• Sales (query)\Sales fact: Revenue
• Sales target (query)\Sales target fact: Sales target
4. On the Application bar, run the report in HTML.
The results appears as follows:

These are the two distinct aggregated totals for Revenue and Sales target.
These values were returned as a result of two separate Select statements.
5. Close the rendered report tab.

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 Unit 2 Create list reports

Task 2. Add context to the list.

You will include a query item to give context and meaning to the performance
indicators that are already in the list. You will add the year in which the orders
closed as a point in time to compare revenue to sales target.
1. From the Sales (query) namespace, add the following query item to the
beginning of the report:
• Time (close day): Year (close date)
2. On the Application bar, run the report in HTML.
The results appear as follows:

The Revenue values change with each year, but the Sales target values do not.
This is because the Time (close day) is not a conformed dimension. This
dimension is not shared between both the Revenue and Sales target facts. The
Sales target fact has no relationship to Time (close day).
3. Close the rendered report tab.
Task 3. Add a query item from a shared dimension to the list
report.
You will add a shared dimension to the report. This dimension will have a
relationship to both Revenue and Sales target.
1. Under Sales target (query), point to Time.
The Sales target (query) namespace contains a query object called Time.
Notice there is no query object called Time (close date), which confirms what
you already saw from running the report: Time (close date) is not shared across
the facts.
2. Under Sales (query), point to Time.
Time query subject exists in both the Sales target (query) and the Sales (query)
namespaces. Therefore, it is a shared dimension.
3. Under Sales (query), expand Time, and then drag Year to the beginning of the
List.

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 Unit 2 Create list reports

4. On the Application bar, run the report in HTML.

A section of the results appear as follows:

The Sales target numbers now change from year to year. In 2010, there was
7,060,666.21 worth of orders that were placed in that year, but did not close
until 2011. The orders that were placed in 2010 and closed in that same year
totaled 907,292,137.51. Because Sales target has no relationship to the non-
conformed dimension, Year (close date), it just repeats the value it knows for
2010. This is an example of the inaccurate results that can occur when using
non-conformed query items with multi-fact reports. Therefore, you should use
conformed query items.
5. Close the rendered report tab.
Task 4. Delete a query item from the list report.
You want to delete the Year (close date) query item and only have the Year
query item, from a conformed dimension, in the List.
1. In the List, click the Year (close date) List column body, on the toolbar, click
More, and then click Delete.
2. Run the report in HTML.
The results appear as shown below:

The Revenue and Sales target numbers now change from year to year. The
report runs as expected.

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 Unit 2 Create list reports

3. Close the rendered report tab.

4. Leave the reporting tab open for the next demonstration.
Results:
You created a report showing sales revenue and target revenue for each year.
You used a conformed dimension in the report to ensure the results were
accurate and consistent with expected results.

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 Unit 2 Create list reports

Add repeated information to reports

• You can use either repeaters or repeater tables to present repeated
information.

Repeater table

Mailing List

Address line 1 Address line 1

Address line 2 Address line 2
Address line 3 Address line 3
Address line 1 Address line 1
Address line 2 Address line 2
Address line 3 Address line 3

Create list reports © Copyright IBM Corporation 2018

Add repeated information to reports

Use repeaters to duplicate individual item(s) across a single row without a particular
structure.
Use repeater tables to repeat items in a table structure, such as mailing label
information.

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 Unit 2 Create list reports

Demonstration 4
Create a mailing list report

Create list reports © Copyright IBM Corporation 2018

Demonstration 4: Create a mailing list report

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 Unit 2 Create list reports

Demonstration 4:
Create a mailing list report

Purpose:
You will create a mailing list for all of your sales offices. The addresses must
be listed alphabetically by county with the country name appearing at the top.
For easy readability, each page must contain no more than three addresses
across and four down.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content/Samples/Models/GO data warehouse (query)
Report Type: Repeater Table
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a repeater table.
1. Create a new Blank report using the GO data warehouse (query) package.
2. From the Toolbox, expand DATA CONTAINER, then drag a Repeater table to
the report page, accept the defaults, and click OK.
3. From the Toolbox, expand LAYOUT, then drag a Table onto the Repeater
table drop zone.

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 Unit 2 Create list reports

4. In the Insert table dialog box, change the number of columns to 1, the number
of rows to 7, and then click OK.
The results appear as follows: The work area contains a two-column, three-row
repeater table containing six tables, each having one column and seven rows.
A section of the results appears as follows:

Task 2. Add items to the tables.

1. In the side bar, click Data.
2. From the Source tab, navigate to Sales and Marketing (query) \ Sales
(query).
3. Expand Employee by region, and then drag Country into the first cell of the
first 1x7 table.

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 Unit 2 Create list reports

4. Drag Address 1, Address 2, City, Province or State, Postal zone, and again
Country into the remaining table cells.
A section of the results appear as follows:

When you add multiple instances of the same data item (as in this case when
you added the same Country item twice) the second and subsequent items will
be numbered to show that it is a duplicate entry. An alternative would have been
to drag Country from the Data items tab.
Task 3. List countries in alphabetical order and apply a style
to the headers.
1. Click the <Country> item at the top of one of the tables, ensuring you select
only the item and not the entire cell.
All of the Country items at the top of each table are selected.
2. On the toolbar, click Sort, and then click Ascending.
A Sort Ascending icon appears beside the Country item in the first table.
3. With the <Country> item still selected, from the Toolbar, click Font, change
Size to 12pt, then change Weight to Bold, then click OK.
The <Country> items appear in bold, black text.
Task 4. Change the frequency and positioning of the tables.
1. Click the Container Selector in the top left-hand corner of the Repeater
table, to select the entire container.
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 Unit 2 Create list reports

2. In the Properties pane, under GENERAL, change the Across property to a

value of 3, change Down to 4, and then press Enter.
3. In the Properties pane, under POSITIONING (you may need to scroll down),
double-click Table properties, select Fixed size, and then click OK.
4. Click the Container Selector in the top left corner of the first table, to select all
tables (you should only see the tables selected, not the entire Repeater table).
5. In the Properties pane, under the BOX section, double-click Margin.
6. In the Right margin and Top margin text boxes, type 10, and then click OK.
This adds the appropriate space for the printed labels.
7. On the Application toolbar, run the report in PDF.
PDF would be the appropriate run output for mailing labels.
A section of the results appear as follows:

8. Close the rendered report tab.

9. Leave report authoring tab open for the exercise.
Results:
You created a mailing list and added the country name at the top of each
address as a header and displayed the addresses alphabetically by country.
The addresses were displayed, with no more than three addresses across and
four down each page.

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 Unit 2 Create list reports

Unit summary
• Group, sort, and format List reports
• Describe options for aggregating data
• Create a multi-fact query
• Create a report with repeated data structure

Create list reports © Copyright IBM Corporation 2018

Unit summary

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 Unit 2 Create list reports

Exercise 1
Create and format a List report

Create list reports © Copyright IBM Corporation 2018

Exercise 1: Create and format a list report

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 Unit 2 Create list reports

Exercise 1:
Create and format a list report
You have been asked to create a list report where users can review the gross profit
generated by retailer types for each region.
To accomplish this:
• Create a list report using the GO data warehouse (query) package.
• Add the following items:
• Retailer type: Retailer type
• Retailers: Region
• Sales fact: Gross profit
• Group Retailer type.
• Sort Gross profit as descending.
• Aggregate Gross profit by Total.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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 Unit 2 Create list reports

Exercise 1: Tasks and results

Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content/Samples/Models/GO data warehouse (query)
Report Template: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create, group, and sort a list.
• Create a new Blank report using the GO data warehouse (query) package.
• Add a List to the report page.
• Data: Navigate to Sales and Marketing (query) \ Sales (query), and drag the
following data items to the List:
• Retailer type: Retailer type
• Retailers: Region
• Sales fact: Gross profit
• List: Group the <Retailer type> List column body.
• Sort the <Gross profit> List column body in descending order.
The results appear as follows:

Task 2. Format and summarize the list report.

• Add the page header to the report, then add a Text item to the page header,
containing this text: Gross Profit by Retailer Type and Region.
• Change the Font of the report title to Arial, Bold, 16pt.
• Summarize the <Gross profit> List column body, by Total.

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 Unit 2 Create list reports

• Run the report in HTML.

A section of the results appear as follows:

You have created a List report where users can review the gross profit generated
by retailer types for each region.
• Close the rendered report tab.
• Sign out of IBM Cognos Analytics, if prompted click OK to continue without
saving and then close the browser.

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Focus reports using filters

Focus reports using filters

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 Unit 3 Focus reports using filters

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 Unit 3 Focus reports using filters

Unit objectives
• Create filters to narrow the focus of reports
• Examine detail and summary filters
• Determine when to apply filters on aggregate data

Focus reports using filters © Copyright IBM Corporation 2018

Unit objectives

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 Unit 3 Focus reports using filters

Create filters
• To narrow the focus of your report, you can create a filter expression in
three different ways:

Custom based on data item

Combined

Advanced

Focus reports using filters © Copyright IBM Corporation 2018

Create filters

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 Unit 3 Focus reports using filters

Filter your data with advanced detail filters

• Create a detail filter to narrow your focus and report on specific data.

Filter to show only sales revenue greater than $100,000

Expression Definition
[Revenue]>100000

Filter to show only data from January to June for the year 2012

Expression Definition
[Sales (query)].[Time].[Date] between 2012-01-01 and 2012-06-30

Focus reports using filters © Copyright IBM Corporation 2018

Filter your data with advanced detail filters

When you create a filter, you define conditions around query items to report on a
specific subset of data.
A detail filter will be applied to all rows in the report.
For detail filters, filter any item in the package using the Source tab, or filter items in the
report using the Data Items tab or Queries tab. Use the Functions tab to create filter
calculations. Use the Parameters tab to use existing filters.

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 Unit 3 Focus reports using filters

Demonstration 1
Apply filters to a report

Focus reports using filters © Copyright IBM Corporation 2018

Demonstration 1: Apply filters to a report

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 Unit 3 Focus reports using filters

Demonstration 1:
Apply filters to a report

Purpose:
The Vice President of Sales has requested a report that shows sales
performance in each country for 2012. He wants to see the performance for
representatives in Southern Europe so he can present an award to the top
seller when he visits next month.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list.
1. Add the following query items to a new list object:
• Employee by region: Country, City, First name, Last name, Position name
• Sales fact: Revenue

2. Ctrl-click <Country> and <City>, and then on the list toolbar, click
Group / Ungroup.
3. Click <Country>, on the list toolbar, click More and click Headers & footers,
and then click Create header.
4. With <Country> still selected, press the Delete key to delete the redundant
<Country> list column body.
5. Click the <Revenue> list column body, on the list toolbar click Summarize, and
then click Total.
6. Click the <Revenue> list column body, on the list toolbar click Sort, and then
click Descending.

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 Unit 3 Focus reports using filters

7. Run the report in HTML.

A section of the results appears as follows:

8. Close the rendered report tab.

Task 2. Add a filter to show sales from 2012.
1. Select the list data container by clicking in the upper left corner of the list.

2. On the list toolbar, click Filters , and then click Edit Filters.
The Filters - Query 1 dialog box appears. There are two tabs: one for creating
filters at the detail level, and one for creating filters at the summary level.

3. With the Detail Filters tab selected, click Add , click Advanced, and then
click OK.
4. Under Available Components, from the Source tab, expand
Sales and Marketing (query), expand Sales (query), and then
expand Time.

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 Unit 3 Focus reports using filters

5. Create and validate the following expression. (Using the Hint outlined below,
you can create the expression differently):
[Sales (query)].[Time].[Year]=2012
Hint:
• Drag Year from the Time query subject, into the Expression Definition pane.
There are different ways of creating filters to achieve the same result:
• create the expression [Sales (query)].[Time].[Date]between 2012-01-01 and
2012-12-31
• create filters by adding operators and conditions to query items using SQL
syntax

• Click Validate to check the syntax of the expression.

6. Click OK to close the Detail filter expression dialog box, and then click OK to
close the Filters - Query1 dialog box.
7. Run the report in HTML.
8. At the bottom of the page, click Bottom to navigate to the end of the report.
A section of the results appears as follows:

Only 2012 sales are included in the report. On the last page of the report, the
Overall - Total revenue is $1,495,891,100.90 for 2012.
9. Close the rendered report tab.

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 Unit 3 Focus reports using filters

Task 3. Filter data to show only Southern European countries.

The Southern European countries consist of Austria, Italy, and Spain.
1. Select the list data container, on the list toolbar, click Filters, and then click
Edit Filters.
The Filters - Query 1 dialog box appears showing the detail filter you just
created. You will create another detail filter.
2. Click Add, ensure that Country is selected under
Custom based on data item, and then click OK.
3. In the Values section, ensure that Specific values is selected from the list.
Text pattern matching is also available and includes:
• Starts with
• Ends with
• Contains
• Matches SQL pattern
Advanced search options are also available.
4. From the Values list, click Austria, and then Ctrl-click Italy.

5. Click the arrow to add the items to the Selected values pane.

6. Click Page down , click Spain, and then add it into the Selected values
pane.
7. Click OK to close the Filter condition dialog box, and then click OK to close
the Filters dialog box.
8. Run the report in HTML.
A section of the results appears as follows:

In 2012, Italy generated the most revenue of Southern European countries, and
Sabine Grüner from Austria earned the top sales rep award.

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 Unit 3 Focus reports using filters

9. Close the rendered report tab.

10. Leave the report authoring tab open for the next demonstration.
Results:
You created a report with filters to show the revenue generated by the top
sales representatives for 2012 in Southern Europe.

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 Unit 3 Focus reports using filters

Determine when to apply a filter with aggregation

Before Auto-aggregation

Individual data values for

Navigation product type where
revenue is greater than $100,000

After Auto-aggregation

Summarized data values for

Navigation product type where
revenue is greater than $100,000

Focus reports using filters © Copyright IBM Corporation 2018

Determine when to apply a filter with aggregation

Aggregated data can show totals, averages, or other formats of summarized data.

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 Unit 3 Focus reports using filters

Demonstration 2
Apply a detail filter on fact data in a report

Focus reports using filters © Copyright IBM Corporation 2018

Demonstration 2: Apply a detail filter on fact data in a report

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 Unit 3 Focus reports using filters

Demonstration 2:
Apply a detail filter on fact data in a report

Purpose:
You want to make a report displaying the total revenue produced by top
performing products. To create this report, you will add several filters and
examine how they affect the query.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list.
1. Add the following query items to a new List:
• Products: Product line, Product type
• Sales fact: Revenue

2. Click the <Product line> list column body, and then on the toolbar, click
Group / Ungroup.
3. Click <Revenue> list column body, on the toolbar click Summarize, and then
click Total.

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 Unit 3 Focus reports using filters

4. Run the report in HTML.

A section of the results appears as follows:

The Product line data is grouped, and an aggregate row displays the total
revenue generated by all product types in each product line. Notice that
Cooking Gear for the Camping Equipment product line generated
$272,835,984.18 in revenue. You will compare this number with the revenue
number generated later in Task 3.
5. Close the rendered report tab.
6. On the side bar, click Queries, and then click Query1.
7. In the Data Items pane, click Revenue, and then click Show properties from
the Application bar.
In the Properties pane, notice that the Detail aggregation property for Revenue
is set to Total. This is because in the layout you added an aggregate row
displaying total revenue for grouped items in the report.
8. On the side bar, click Queries, click Query 1.
In the Properties pane, you notice that the Auto group & summarize property for
the query is set to Yes. You want to view each individual data record, so you will
change this property to No.
9. In the Properties pane, click the Auto group & summarize property, and then
select No from the list.
10. Run the report in HTML.
Note: Do not click the Bottom navigation button as this report returns a large
amount of data and it will take a considerable amount of time to render the last

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 Unit 3 Focus reports using filters

page. The order you see displayed in the results may vary, as there has been
no sorting applied.
A section of the results appears similar to the following:

The report displays separate rows for revenue generated by individual sales of
each product type.
11. Close the rendered report tab.
Task 2. Apply a detail filter before auto aggregation and
examine the effects.
You want this report to include only data from individual orders of each product
type that generated more than $100,000 in revenue. You will create a detail filter
and apply it before auto aggregation.
1. On the side bar, click Pages, and then click Page1.
2. Select the list data container.
3. On the Toolbar, click Filters, click Edit Filters, and then ensure the Detail
Filters tab is selected.
4. Click Add, from the Custom based on data item list select Revenue, and then
click OK.
5. Ensure that the Operator is >, and then in the Value text box, type
100000 (100 thousand).
6. Click OK, and then in the Application area, click Before auto aggregation.
7. Click OK to close the dialog box.

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 Unit 3 Focus reports using filters

8. Run the report in HTML.

A section of the results appears similar to the following:

The report now displays only data for individual sales of product types that
generated more than $100,000 in revenue.
9. In the report, click Bottom.
The total revenue generated by product type orders of over $100,000 is
$496,713,003.20.
10. Close the rendered report tab.
11. On the side bar, Click Queries, and then click Query 1.
The filter that you created appears in the Detail Filters pane.
12. In the Detail Filters pane, click Revenue > 100000.
In the Properties pane, the properties specified for the filter display as follows:
• Definition: displays the expression you created for this filter
• Usage: is set to Required
• Application: is set to Before Auto Aggregation
Task 3. Set the query to group and summarize data.
You want to see only one row for sales of each product type, so you will set the
Auto Group & Summarize property for the query back to Yes.
1. In the side bar, click Queries, and then in the work area, click Query 1.
2. In the Properties pane, under DATA, change the Auto group & summarize
property to Yes.

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 Unit 3 Focus reports using filters

3. Run the report in HTML.

A section of the results appears as follows:

There is only one row for each product type because the query will group and
summarize the data at the lowest level of detail.
The revenue generated by Cooking Gear is $1,863,445.82. When you ran this
report without the filter in Task 1, the revenue generated by Cooking Gear was
$272,835,984.18. The value is different because it no longer includes individual
orders that generated less than one hundred thousand dollars in revenue.
The total revenue generated by all product lines is $496,713,003.20, which is
the same as when you ran the report in Task 2 with the Auto group &
summarize property for the query set to No.
Since you specified that the filter was to be applied before the query will group
and summarize retrieved data, the filter will exclude the same data regardless of
whether the query retrieves data that is summarized or not summarized.
4. Close the rendered report tab.
Task 4. Apply a detail filter after auto aggregation.
You want the report to display only product types for which the total revenue for
all sales is greater than ten million dollars. To achieve this, you will create a
detail filter and apply it after auto aggregation.
1. In the side bar, click Pages, and then click Page1.
2. Select the List data container, on the Toolbar click Filters, and then click
Edit Filters.
3. Click Add, select Revenue from the Custom based on data item list, and then
click OK.
4. Ensure that the Operator is >, and then in the Value text box, type
10000000 (10 million).
5. Click OK, and then ensure that under the Application section, After auto
aggregation has been selected.
6. Click OK to close the Filters dialog box.
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 Unit 3 Focus reports using filters

Task 5. Observe the effects of the filters.

1. Run the report in HTML.
The results appear as follows:

Only the five product types that generated total revenue greater than ten million
are displayed in the report.
2. Close the rendered report tab.
You have decided to include product types in the report even if the aggregated
revenue generated by all sales of the product type is less than ten million
dollars. However, in case you may want to use this filter in the future, you will
disable this filter instead of deleting it.
3. Select the list data container.
4. On the toolbar, click Filters, and then click Edit Filters.
5. Click Revenue > 10000000, and then in the Usage area, click Disabled.
6. Click OK to close the dialog box.

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 Unit 3 Focus reports using filters

7. Run the report in HTML.

A section of the results appears as follows:

All product types that generated over $100,000 in revenue (in at least one
order), again appear in the report - which indicates that the second filter you
added has been disabled.
8. Close the rendered report tab.
9. On the side bar, click Queries, and then click Query1.
Notice that the Revenue > 10000000 filter still appears in the query, though it is
grayed out and unavailable to the query.
10. In the Detail Filters pane, click Revenue > 10000000.
In the Properties pane notice that, as specified, the Usage property for the filter
is set to Disabled.
11. Leave the report authoring tab open for the next demonstration.
Results:
You created a report that displayed the total revenue produced by top
performing products. You applied detail filters to the report so that only
products producing a certain amount of revenue were displayed. You disabled
a filter and viewed the effects.

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 Unit 3 Focus reports using filters

Filter your data with summary filters

• Create a summary filter to filter your grouped data on summary values.

The summary filter focuses on Product

lines that generated total revenues
greater than $1,000,000,000

Focus reports using filters © Copyright IBM Corporation 2018

Filter your data with summary filters

To add a filter that will apply to groups in the report, click the Summary Filters tab in the
Filters dialog box.
When you use a summary filter, you can specify the group on which you want to filter.
When you combine detail and summary filters, be aware that the detail filter will affect
the summarized numbers that you are filtering on. Be sure to check that the results are
as expected.

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 Unit 3 Focus reports using filters

Demonstration 3
Apply a summary filter to a report

Focus reports using filters © Copyright IBM Corporation 2018

Demonstration 3: Apply a summary filter to a report

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 Unit 3 Focus reports using filters

Demonstration 3:
Apply a summary filter to a report

Purpose:
You have been asked to create a report that focuses on product lines that
have generated revenues greater than $1 billion. You will use a summary filter
to focus on this data.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list and apply a summary filter.
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List object to the report page.
3. Add the following query items to the List:
• Products: Product line, Product type
• Sales fact: Revenue

4. Click <Product line> List column body, and then on the list toolbar, click
Group / Ungroup.
5. Click <Revenue> List column body, on the list toolbar, click Summarize, and
then click Total.
6. On the Toolbar, click Filters, and then click Edit Filters.
7. Click the Summary Filters tab, click Add, click Advanced, and then click OK.
8. Create and validate the following expression:
Total(Revenue)>1000000000
Hint:
• drag Total(Revenue) from the Data items tab
• 1,000,000,000 (1 billion)
9. Click OK.
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 Unit 3 Focus reports using filters

10. Next to the Scope, field click the ellipsis.

11. Select Product line, click OK to close the Scope dialog box, and then click OK
to close the Filters dialog box.
12. Run the report in HTML.
The results appear as follows:

Only two product lines generated total revenues greater than $1,000,000,000:
Camping Equipment and Personal Accessories.
Task 2. Navigate to the query explorer.
1. Close the rendered report tab.
2. On the side bar, click Queries, then click Query 1.
The summary filter you added appears in the Summary Filters pane.
3. On the Application bar, click Show Properties.
4. In the Summary Filters pane, click [Total(Revenue)] > 1000000000.
In the Properties pane, the Scope property for this filter is set to Product line.
5. Leave the report authoring tab open for the following Exercise.
Results:
You have created a report that used a summary filter to focus on product lines
that generated total revenues greater than $1 billion.

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 Unit 3 Focus reports using filters

Apply pre-defined source filters

• Save time and effort by applying filters published with your source
package rather than creating your own.

Pre-defined filters have been

included in the package to
assist in report authoring

Focus reports using filters © Copyright IBM Corporation 2018

Apply pre-defined source filters

The modeler can pre-define (in Framework Manager) some filters to be used by report
authors.
This allows reuse; as report authors don’t have to write the filter expression themselves.
This also allows encapsulation; as report authors may not be interested in knowing the
underlying expression behind a filter. The logic of the filter can be complex.
When using a pre-defined filter, you don’t write the complete filter expression; you just
drag the filter to the Filters pane in Query explorer, or the Expression editor.

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 Unit 3 Focus reports using filters

Unit summary
• Create filters to narrow the focus of reports
• Examine detail and summary filters
• Determine when to apply filters on aggregate data

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Unit summary

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 Unit 3 Focus reports using filters

Exercise 1
Create a report focused on top performing
product types and product lines

Focus reports using filters © Copyright IBM Corporation 2018

Exercise 1: Create a report focused on top performing product types and product lines

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 Unit 3 Focus reports using filters

Exercise 1:
Create a report focused on top performing product types and
product lines
You have been asked to create a report that displays revenue by product line and
product type. The report must show the product types that generated revenue greater
than $100 million and product lines that generated revenue greater than $400 million.
To accomplish this:
• Add the following query items to a new List object using the GO data warehouse
(query) package/Sales and Marketing (query)/Sales (query).
• Products: Product line, Product type
• Sales fact: Revenue
• Group by Product line, Total on Revenue
• Add a detail filter (After auto-aggregation) for revenue greater than $100 million.
• Add a summary filter on Product line that generated total revenue greater than
$420 million.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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 Unit 3 Focus reports using filters

Exercise 1: Tasks and Results

Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content/Samples/Models/GO data warehouse (query)
Report Template: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a new list report and observe the results.
• Create a new Blank report using the GO data warehouse (query) package.
• Add a List to the report page, with the following data items:
• Products: Product line
• Products: Product type
• Sales fact: Revenue
The results appear as follows:

• Toolbar: Group <Product line>.

• Toolbar: Summarize/Total <Revenue>.

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 Unit 3 Focus reports using filters

• Run the report in HTML and then observe the results for Product type and
Revenue totals.
A section of the results appears as follows:

• Close the rendered report tab.

Task 2. Apply a detail filter on Revenue.
• Toolbar: Create a detail filter that shows revenue greater than 100,000,000
after auto aggregation.
The results appear as follows:

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 Unit 3 Focus reports using filters

• Run the report in HTML and then compare to the previous run.
Observe that most of the Product line total revenues have changed and that
Product types that generated less than $100 million are not included in these
totals. Outdoor Protection is no longer included in the report because all the
Product types that belong to it generated less than $100 million.
A section of the results appears as follows:

• Close the rendered report tab.

Task 3. Apply a summary filter on Total(Revenue).
• Toolbar: Create a summary filter that shows generated revenue for each
product line greater than $420,000,000.
The results appear as follows (notice that the Scope is set to Product line):

• Run the report in HTML.

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 Unit 3 Focus reports using filters

Now with both the detailed and summary filters applied, you should see that
only three product lines remain in the results queries. This includes only
product lines that had an original summary over 420,000,000 and excluding
any product types with revenue less than 100,000,000.
A section of the results appears as follows:

• Close rendered report tab.

• Close all browser tabs and if prompted, select Leave this Page.

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Create Crosstab reports

Create Crosstab reports

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 Unit 4 Create Crosstab reports

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 Unit 4 Create Crosstab reports

Unit objectives
• Format and sort Crosstab reports
• Create complex Crosstabs using drag and drop functionality
• Create Crosstabs using unrelated data items

Create Crosstab reports © Copyright IBM Corporation 2018

Unit objectives

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 Unit 4 Create Crosstab reports

Create a Crosstab report

• Add query items to rows and columns, and measures to the body of
the Crosstab.

Query Items

Revenue 2007 2006

Golf Equipment $174,740,819.29 $230,110,270.55
Camping Equipment $352,910,329.97 $500,382,422.83

Measures

Create Crosstab reports © Copyright IBM Corporation 2018

Create a Crosstab report

A Crosstab is a tabular display of data with data items appearing on rows and columns,
and is useful for analyzing and comparing summary data.
Crosstab edge cells have four drop zones: one on each side, one at the top of the cell,
and one at the bottom of the cell.
Use the Crosstab drop zones to add items as parents, peers, or children of other items
in the Crosstab.
Using Crosstab drop zones, you can quickly create Crosstabs using drag-and-drop
functionality.

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 Unit 4 Create Crosstab reports

Add measures to Crosstab reports

• You can add measures to either the row or column edges of a
Crosstab report.
• You can add a default measure that is used in cells where the
measure is not defined on the row or column edge.

Default measure Defined measure for a Crosstab node

Revenue <#Quarter#> <#Order method#>

<#Quantity#> <#Quantity#>
<#Product line#> <#1234#> <#1234#> <#1234#>
<#Product line#> <#1234#> <#1234#> <#1234#>

Revenue values Quantity values

Create Crosstab reports © Copyright IBM Corporation 2018

Add measures to Crosstab reports

Any data item that can be aggregated can be added to the body of the Crosstab as the
measure. The measure defines the data in the report, such as revenue, quantity, or
profit margin.
The Crosstab fact cells contain the measure values. Default measure is a property of
the Crosstab object. If the measures of the Crosstab cannot be determined by what is
being rendered on the edges, then the default measure will be rendered.
In Crosstabs, you can now show values as a percentage of a summary instead of the
actual values. For example, you can show the revenue that was generated by each
product line as a percentage of the total revenue.

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 Unit 4 Create Crosstab reports

Data sources for Crosstabs

• Relational models have a basic metadata structure that looks like
tables and columns in a database.
• Dimensionally Modeled Relational (DMR) models are built from
relational data sources, but are modeled with a dimensional structure
(like OLAP) consisting of measures and dimensions.
• Because Crosstabs use rows and columns to define the basic structure
and determine cell values, they are better suited to dimensional
reporting.

Create Crosstab reports © Copyright IBM Corporation 2018

Data sources for Crosstabs

Best practices to keep in mind when using Crosstab report objects:
• Crosstabs are, by design, a dimensional reporting object
• insert the query items you wish to view in the rows and columns to focus the
report rather than using filters
• filters in a Crosstab may cause unpredictable results and should be used only
when necessary
• Crosstabs can be used in relational data reporting, but take care to maintain
predictable results

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 Unit 4 Create Crosstab reports

Demonstration 1

Create a simple Crosstab report

Create Crosstab reports © Copyright IBM Corporation 2018

Demonstration 1: Create a simple Crosstab report

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 Unit 4 Create Crosstab reports

Demonstration 1:
Create a simple Crosstab report

Purpose:
You want to create and format a report to show revenue generated by order
method for each year. You want to see yearly trends in sales for each order
method.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a Crosstab
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a Crosstab object to the report page.
3. From the Data/Source tab, use the click and drag method to add the following
query items to the new Crosstab data container object:
Rows:
• Products: Product line
Columns:
• Order method: Order method type
Measures:
• Sales fact: Revenue

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 Unit 4 Create Crosstab reports

4. Run the report in HTML.

The results appear as follows:

Your report shows the revenue generated for each product line by each order
method. You want to add relevancy to the revenue items by adding years to the
report to compare revenue generated in each year.
5. Close the rendered report tab.
Task 2. Add Year to the Crosstab report and sort on Year
1. Expand the Time query subject, and then drag Year to the Columns, nested
under <#Order method type#> as a child (or nested) cell.

2. Click the <#Year#> column title.

3. From the toolbar, click Sort, and then click Ascending.
4. Run the report in HTML.
Your report is very wide. When consumers are viewing the report, they will
always have to scroll horizontally. You can swap the rows and columns to make
it easier for consumers to read the report.
5. Close the rendered report tab.
6. Select the entire Crosstab.
7. On the toolbar, click Swap Rows and Columns .

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 Unit 4 Create Crosstab reports

8. Run the report in HTML.

A section of the results appear as follows:

9. Click Page down to view the rest of the report.

Your report shows that Web sales have been increasing while Telephone sales
have been decreasing. (Be aware that the 2013 values are based on only 7
months of data, not 12 months of data like the others)

10. Close the rendered report tab.

11. Leave the report authoring tab open for the next demonstration.
Results:
You created and formatted a report to show revenue generated by order
method for each year. The report displayed yearly trends in telephone sales
for each order method.

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 Unit 4 Create Crosstab reports

Create complex Crosstab reports

• Crosstab drop zones let you create a wide variety of Crosstab layouts
to meet your business requirements.

Add Region as a peer of Product line

Create Crosstab reports © Copyright IBM Corporation 2018

Create complex Crosstab reports

To add a second item as a peer below an existing item, drop the new item below the
bottom instance of the item on the row edge. To add a second item as a peer above the
existing item, drop the new item above either instance of the item on the row edge.
To add a second item as a peer to the right of the existing item, drop the new item to
the right of the far right instance of the item on the column edge. To add a second item
as a peer to the left of the existing item, drop the new item to the left of either instance
of the item on the column edge.

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 Unit 4 Create Crosstab reports

Create Crosstab nodes and Crosstab node members

• When you add items to Crosstabs, you create Crosstab nodes and
Crosstab node members.

This Crosstab node contains two Crosstab node members:

Region and City

Create Crosstab reports © Copyright IBM Corporation 2018

Create Crosstab nodes and Crosstab node members

The row and column edges of a Crosstab are composed of sets of Crosstab nodes. A
Crosstab node contains one Crosstab node member, as well as any Crosstab node
members nested under it.
Each Crosstab node member refers to a data item.
Crosstab nodes and Crosstab node members let you easily create and modify complex
Crosstabs.

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 Unit 4 Create Crosstab reports

Demonstration 2
Create complex Crosstab reports

Create Crosstab reports © Copyright IBM Corporation 2018

Demonstration 2: Create complex Crosstab reports

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 Unit 4 Create Crosstab reports

Demonstration 2:
Create complex Crosstab reports

Purpose:
Management needs you to create a Crosstab report for users to analyze the
revenue generated and the quantity sold for different order methods. You will
add data to examine the revenue generated by different order methods in the
countries where your products are sold. You will also add order year data to
the report and explore the flexibility of layout options using the Crosstab drop
zones.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a Crosstab report
1. Open a new Blank report using the GO data warehouse (query) package.
2. Add a Crosstab to the page body.
3. From the Data/Source tab, add the following query items to the new Crosstab
report object:
Rows:
• Products: Product line
Columns:
• Order method: Order method type

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 Unit 4 Create Crosstab reports

Task 2. Nest on a Crosstab edge

You want to examine the revenue generated and quantity sold by each order
method for each product line. To do this, you will nest both of these measures in
the rows of the report.
1. From the Source tab, expand Sales fact, and then drag Revenue to the Rows
area as a child of <#Product line#>.

Revenue is nested in the Product line rows of the Crosstab.

The results appear as follows:

You also want to nest Quantity in the Product line rows.

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 Unit 4 Create Crosstab reports

2. From the Source tab, from Sales fact, drag Quantity to the Rows area as a
peer of <#Revenue#>.

Both Revenue and Quantity are now nested in the Product line rows of the
Crosstab.
The results appear as follows:

3. Run the report in HTML.

A section of the results appear as follows:

You can analyze the revenue generated and the quantity sold by each order
method for each product line.
4. Close the rendered report tab.
Task 3. Add items as peers on a Crosstab edge
You are also interested in how revenue generated by different order methods
varies from country to country.
1. From the Source tab, expand Employee by region, and then drag Country to
the Rows area, as a peer of <#Product line#>.

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 Unit 4 Create Crosstab reports

Both Product line and Country now appear on the rows edge of the Crosstab.
The results appear as follows:

Country has no measure associated with it, since Revenue and Quantity are
children of Product line only.
2. From the Data Items tab, drag Revenue to the Rows area as a child of
<#Country#>.
The results appear as follows:

Revenue is nested within the Country rows of the Crosstab.

The results appear as follows:

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 Unit 4 Create Crosstab reports

3. Run the report in HTML.

A section of the results appear as follows:

You can examine the revenue generated by each order method in different
countries as well as the revenue generated and the quantity sold by each order
method for each product line.
4. Close the rendered report tab.
You now want to examine data for years and order method types. To do this,
you will add Year to the column edge of the Crosstab.
5. From the Source tab, expand Time, and then drag Year to the left of
<#Order method type#> in the Columns area of the Crosstab.
The results appear as follows:

Both Year and Order method types appear on the column edge of the Crosstab.
The results appear as follows:

6. Click the <#Year#> column header.

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 Unit 4 Create Crosstab reports

7. On the Toolbar, click Sort, and then click Ascending.

8. Run the report in HTML.
A section of the results appear as follows:

You can examine revenue generated and quantity sold for your product lines as
well as by different order methods. You can also examine the revenue
generated in different countries by different order methods. For example, you
can see that no Mountaineering Equipment was sold in 2010.
9. Close the rendered report tab.
10. Leave the report authoring tab open for the next demonstration.
Results:
You created a report that displayed revenue generated and quantity sold by
your product lines in different years and by different order methods. The
report also displayed the revenue generated in different countries in different
years and by different order methods. You explored the flexibility of layout
options using the Crosstab drop zones.

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 Unit 4 Create Crosstab reports

Format Crosstab reports

• You can specify formatting for cells displaying data for a specific row
or column edge item, such as Product line or Region.

Gross Profit 2011

Personal Accessories 186,535,159.07 Bold, Blue
Bold, Italic,
Asia Pacific 118,203,277.67 and Green

No formatting applied Formatting applied to

Crosstab Fact Cells

Create Crosstab reports © Copyright IBM Corporation 2018

Format Crosstab reports

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 Unit 4 Create Crosstab reports

Add unrelated items to Crosstab edges

• You can create discontinuous Crosstabs that have unrelated data in
the row and column edges.
Different
Node
Nodes

Node

Nodes

Create Crosstab reports © Copyright IBM Corporation 2018

Add unrelated items to Crosstabs edges

Creating discontinuous Crosstabs lets you present a wide variety of information in one
report and customize the way it is displayed.
If you want items on the edges of your Crosstab to be discontinuous (contain different
nested items), you can turn on the “Allow Crosstab nesting beside individual items”
option. This can be found under the Options dialog, the Edit tab. It is turned on by
default.
If you want items on the edges of your Crosstab to be related (contain the same nested
items), you can turn off that option.

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 Unit 4 Create Crosstab reports

Demonstration 3
Sort and format a Crosstab report

Create Crosstab reports © Copyright IBM Corporation 2018

Demonstration 3: Sort and format a Crosstab report

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 Unit 4 Create Crosstab reports

Demonstration 3:
Sort and format a Crosstab report

Purpose:
Sales Managers want you to create a Crosstab report with data in which users
can easily understand the sort order and can distinguish between data based
on appearance. The report should show revenue for each year of operation for
each Product type within each Product line. In the same Crosstab, you want to
display Revenue for each Branch Region.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create and sort a Crosstab
1. Create a new Blank report, using the GO data warehouse (query) package.
2. Add a Crosstab object to the report page.
3. From the Source tab, add the following query items to the new Crosstab:
Rows:
• Products: Product line
• Employee by region: Branch region as a peer of <#Product line#>.
Columns:
• Time: Year
Measures:
• Sales fact: Revenue
The results appear as follows:

4. Click <#Year#>.

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 Unit 4 Create Crosstab reports

5. On the Toolbar, click Sort, and then click Ascending.

6. Click<#Product line#>.
7. On the Toolbar, click Sort, and then click Ascending.
Task 2. Format the Crosstab and perform advanced sorting
1. Click <#Product line#>, and then on the toolbar click More.
2. Click Select Member Fact Cells.
3. On the Toolbar, click Font , then click Foreground Color, then double-click
Blue.
4. Click OK again to close the Font dialog box.
5. Click <#Branch region#>, then on the Application bar, click Show properties.
6. In the Properties pane, under DATA, double-click the Sorting property.
7. In the Sorting dialog box, from the Data items pane, drag Revenue to the
Sort List pane.
8. Double-click the Revenue item that you just added, to change the sort order
from ascending to descending (arrow pointing down).
The results appear as follows:

9. Click OK.
10. Click <#Year#>.
11. On the Toolbar, click Summarize, and then click Total.
Task 3. Add aggregate data to the Crosstab
1. From the Source tab, under Products, drag Product type to the Rows as a
child of <#Product line#>.
The results appear as follows:

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 Unit 4 Create Crosstab reports

2. Click <#Product type#>.

3. On the Toolbar, click Summarize, and then click Total.
4. In the Crosstab, under <#Product type#>, click Total.
5. In the Properties pane, under TEXT SOURCE, click the Source type property,
and then from the list, select Data item value.
6. Run the report in HTML.
7. Click Page down to view the rest of the report.
A section of the results appear as follows:

8. Close the rendered report tab.

Task 4. Examine Crosstab nodes and Crosstab node
members.
1. Click the <#Product line#> row, and then drag it below the
<#Branch region#> row.
The results appear as follows:

2. On the Application bar, click Undo .

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 Unit 4 Create Crosstab reports

3. Click the <#Branch region#> row and drag it above the <#Product line#> row.
The results appear as follows:

4. Close the Properties pane.

5. Leave the report authoring tab open for the exercise.
Results:
You have created a Crosstab report with data in which users can easily
understand the sort order and can distinguish between data based on
appearance. The report now shows revenue for each year of operation for
each Product type within each Product line. In the same Crosstab, you have
displayed Revenue for each Branch Region.

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 Unit 4 Create Crosstab reports

Unit summary
• Format and sort Crosstab reports
• Create complex Crosstabs using drag and drop functionality
• Create Crosstabs using unrelated data items

Create Crosstab reports © Copyright IBM Corporation 2018

Unit summary

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 Unit 4 Create Crosstab reports

Exercise 1
Present unrelated items in a Crosstab using a discontinuous Crosstab

Create Crosstab reports © Copyright IBM Corporation 2018

Exercise 1: Present unrelated items in a Crosstab using a discontinuous Crosstab

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 Unit 4 Create Crosstab reports

Exercise 1:
Present unrelated items in a Crosstab using a
discontinuous Crosstab
The sales managers have asked you to create a report showing revenue and quantity
for each product line by year and quarter. The report should show revenue and quantity
data for each sales region and they should be formatted in different colors to be more
easily distinguished, blue for revenue and red for quantity. Since the report will have
rows with unrelated data, you will be creating a discontinuous Crosstab report.
To accomplish this:
• Create a new Crosstab report using the GO data warehouse (query) package.
• Add the following query items to the new Crosstab report object:
• Rows:
• Products: Product line,
• Time: Year (below Product line as a peer),
• Time: Quarter (nested to the right of Year as a child)
• Columns: Employee by region: Branch region
• Sales fact: Revenue and Quantity (nested under Branch region as children)
• Sort <#Branch region#> as ascending.
• Sort <#Product line#> as ascending.
• Sort <#Year#> as descending.
• Format <#Revenue#> Member Fact Cells with a Blue foreground color.
• Format <#Quantity#> Member Fact Cells with a Red foreground color.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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 Unit 4 Create Crosstab reports

Exercise 1: Tasks and Results

Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content/Samples/Models/GO data warehouse (query)
Report Template: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a discontinuous Crosstab
• Create a new Blank report using the GO data warehouse (query) package.
• Add a Crosstab object to the report page.
• Source tab:
• Add Product line to the rows of the Crosstab report object.
• Add Branch region to the columns of the Crosstab report object.
• Add Year to the rows as a peer of <#Product line#>.
• Add Quarter to the rows as a child of <#Year#>.
• Add Revenue as a nested column under <#Branch region#>.
• Add Quantity to the columns as a peer of <#Revenue#>.
• Toolbar:
• Sort the <#Branch region#> column ascending.
• Sort the <#Product line#> row ascending.
• Sort the <#Year#> row descending.
Results appear as follows:

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 Unit 4 Create Crosstab reports

Task 2. Apply formatting to the Crosstab fact cells

• Toolbar:
• Set the Foreground Color for the <#Revenue#> Member Fact Cells to
Blue.
• Set the Foreground Color for the <#Quantity#> Member Fact Cells to Red.
• Run the report in HTML.
The results appear as follows:

• Close the rendered report tab.

You have created a report that shows revenue and quantity for each product line by
year and quarter. The report shows revenue and quantity data for each sales region.
You have created create a discontinuous Crosstab report that shows rows of unrelated
data. You have formatted the measure columns in different colors to be more easily
distinguished.

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Present data graphically

Present data graphically

IBM Cognos Analytics (v11.0)

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 Unit 5 Present data graphically

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 Unit 5 Present data graphically

Unit objectives
• Create charts containing peer and nested columns
• Present data using different chart type options
• Add context to charts
• Create and reuse custom chart palettes
• Introduce RAVE visualizations
• Present key data in a single dashboard report

Present data graphically © Copyright IBM Corporation 2018

Unit objectives

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 Unit 5 Present data graphically

Create a Visualization report

Present data graphically © Copyright IBM Corporation 2018

Create a Visualization report

The Visualization object lets you display data graphically to effectively show
comparisons, relationships, and trends using available charts and visualizations.
The features and benefits of each visualization or chart are displayed at the bottom of
the Visualization gallery dialog box when you add a visualization or a chart. Many chart
aspects can be customized including the title, the axes, 2D and 3D properties, and
adding baselines.
The slide example is when designing a Chart in Page preview mode

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 Unit 5 Present data graphically

Different Visualization options

• In the Visualization gallery dialog, you can select between:
▪ Charts
▪ Legacy visualizations
▪ New visualizations

Legacy New
Charts
Visualizations Visualizations

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Different chart options

When you add a Visualization object to the report, you can choose between the
following in the Visualization gallery dialog box:
• Charts: built-in standard charts
• Legacy visualizations: RAVE1 extensible visualizations
• New visualizations: RAVE2 extensible visualizations
IBM Cognos Analytics comes with a set of RAVE visualizations, and the administrator
can import more visualizations to the visualizations library.
We will start by discussing features of the built-in charts, then will discuss RAVE
visualizations.

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 Unit 5 Present data graphically

Create charts containing peer and nested items

Year added as a
peer of Region

Product type nested as

a child of Product line

Present data graphically © Copyright IBM Corporation 2018

Create charts containing peer and nested items

You can use chart drop zones to add items as parents, peers or children of other items
in the chart, allowing you to quickly create and customize charts to meet your business
needs.
Since multiple items are often added to the vertical axis of a chart, the Series area of
chart types contains an additional drop zone that can be used to create peer unions
between items.
Even though there is no additional drop zone shown for the horizontal axis, you can
create peer unions between items on the horizontal axis.

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 Unit 5 Present data graphically

Create and reuse custom chart palettes

Present data graphically © Copyright IBM Corporation 2018

Create and reuse custom chart palettes

You can use the chart palette to control the colors or patterns used in the columns,
lines, data markers or areas in a chart. There are ready-made palettes to save time,
and you can create custom chart palettes.
There is a ready-made Patterns palette that is useful when users want to print charts in
black and white. When using patterns in charts, the chart displays best when you
include borders for chart elements such as the bars or pie slices.
You can change the foreground and background colors for patterns in the palette. For
example, you could change the foreground color of a pattern to white and the
background of the pattern to black.
You can create a chart palette that contains only patterns, or you can create a palette
that contains a combination of patterns, colors, and gradients.

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 Unit 5 Present data graphically

Add baselines and markers to charts

Present data graphically © Copyright IBM Corporation 2018

Add data-driven baselines and markers to charts

To help consumers analyze data, you can add data-driven baselines to charts.
Baselines help report consumers to quickly identify target or threshold values in charts.

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 Unit 5 Present data graphically

Demonstration 1
Create and format a chart report

Present data graphically © Copyright IBM Corporation 2018

Demonstration 1: Create and format a chart report

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 Unit 5 Present data graphically

Demonstration 1:
Create and format a chart report

Purpose:
You will create a combination chart displaying yearly revenue generated by
different regions, product lines. You want users to easily distinguish between
regional data and yearly data. Because this report will be printed in black and
white, you will create a custom palette for the chart and then reuse it for the
second series chart. You will add baselines for this chart to display the mean,
and plus or minus one standard deviation.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Report Type: Blank
Package: Team content\Samples\Models\GO data warehouse (query)
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the combination chart
1. Create a new Blank report using the GO data warehouse (query) package.
2. In the work area, click Add , then click Visualization .
3. In Visualization gallery dialog, click filter icon on the top right corner, then
select Charts.
4. From the left pane, click Combination, then from the right pane, double-click

Stacked Bar and Stacked Area .

5. From the Source tab, add the following query items to the new chart:
Default measure (y-axis) drop zone:
• Sales fact: Revenue
Categories (x-axis) drop zone:
• Products: Product line
Series (primary axis) drop zone (drop in the upper area of this drop zone):
• Retailers: Region

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 Unit 5 Present data graphically

Task 2. Combine area and bar charts in a single presentation

You want the Region to appear as an area clustered chart rather than an area
stacked chart.
1. In the work area, in the Series (primary axis) area of the chart object, click the
Chart icon next to <#Region#>.
2. In the Application bar, click Show properties .
3. In the Properties pane, under GENERAL, click the Series type property and
then select Clustered from the list.
You also want to add a clustered bar chart to display the revenue generated for
each product line by year.
4. From the Source tab, expand Time, and then drag Year to the empty
Series (primary axis) drop zone beneath <#Region#>.

5. Click the Chart icon for the <#Year#> series.

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 Unit 5 Present data graphically

6. In the Properties pane, under GENERAL, click Series type, and then select
Clustered from the list.
The results appear as follows:

7. Run the report in HTML.

The results appear as follows:

Both the region and the year data appear on the chart, however it is difficult to
see the values of the different regions. The chart can be customized further in
order to provide a better view of the data.
8. Close the rendered report tab.
Task 3. Modify by sorting and by changing bar shape
1. In the Series area, click the <#Region#> text.
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 Unit 5 Present data graphically

2. On the Toolbar, click Sort, and then click Ascending.

3. In the Series area, click the <#Region#> chart icon, and then in the Properties
pane, under BOX, click Borders, and then select Show from the list.
4. In the Series area, click the <#Year#> text.
5. On the Toolbar, click Sort, and then click Ascending.
6. In the Series area, click the <#Year#> chart icon, then in the Properties pane,
under GENERAL, click Bar shape, and then select Cylinder.
7. Click the chart background; to select it.
8. In the Properties pane, under GENERAL, click Depth, and then select 75.
9. Run the report in HTML.
The results appear as follows:

The year data appears as a bar chart and the region data appears as an area
chart. This allows the yearly revenue generated by each product line to be
compared with the revenue generated by each region.
10. Close the rendered report tab.
Task 4. Format an axis title.
1. In the chart area, expand Axis titles.

2. Click (Default category axis title) .

3. From the Properties pane, under GENERAL, change Default title to No.
4. Double-click Double-click to edit text, to open the Text dialog box.

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 Unit 5 Present data graphically

5. In the Text dialog box, type Product Lines - Total Revenue:, press the space
bar, and then click OK.
6. Repeat steps 2 to 5 to add the title Revenue by Year and Region to the
Primary Axis Title.
7. Click Toolbox , and then expand TEXTUAL.
8. Drag a Query calculation to the end of the text in the horizontal axis title drop
zone.

Note: Insert a query calculation into your report to add a new row or column with
values that are based on a calculation.
Insert a layout calculation to add run-time information, such as current
date, current time, and user name.
9. In the Name box, replace the text with Total Revenue for Product Lines, and
then create and validate the following expression:
total([Revenue])
Hint: drag Revenue from the Data Items tab.
10. Click OK to close the dialog box.

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 Unit 5 Present data graphically

11. Run the report in HTML.

The results appear as follows:

The total product line revenue displays under the horizontal axis.
12. Close rendered report tab.
Task 5. Create a custom palette (optional)
Tasks 5-7 are optional; however, all tasks must be completed - otherwise, they
should not be done at all.
This chart will be printed in black and white, therefore, you will create a custom
palette that uses the Gray Scale palette and patterns.
1. Click the <#Region#> series chart icon, then in the Properties pane, under
COLOR & BACKGROUND, double-click the Palette property.

2. In the Chart Palette Presets list, select Gray Scale .

You want to add some patterns to the palette so that there are enough palette
entries for all the items in your chart.

3. Under the left pane, click New .

4. In the Fill type list, select Pattern, change the Default color and
Foreground color properties to the Basic color Black, and then change the
Background color to White.
A new pattern entry (horizontal line) is added to the palette.
You will now add four additional entries.
5. Click New.
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 Unit 5 Present data graphically

6. In the Fill type list, select Pattern, in the Pattern pane, click the second option
(vertical lines), change the Default color and Foreground color to Black, and
then change the Background color to White.
The results appear as follows:

7. With the new vertical line pattern still selected, under the left pane, click
Move Down to move the new pattern below the second gray scale entry.
8. Repeat steps 5 to 7, to add these three additional patterns to the palette:

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 Unit 5 Present data graphically

9. For the last pattern created, click Move Up until the new pattern (hash
marks), that you just added, appears at the top of the list of palette entries.
The results appear as follows (note you will not see one of the patterns, due to
scrolling…but it is there…):

10. Click OK to close the Palette dialog box.

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 Unit 5 Present data graphically

11. Run the report in HTML.

The results appear as follows:

12. Close the rendered report tab.

Task 6. Use transparent colors
We want to be able to clearly see both the regions and the years without the two
different types of palettes obscuring the chart. To do this, we will change the
Year data (vertical cylinders) to use transparent colors.
1. Click the background of the chart, and then click the <#Year#> series chart
icon.
2. In the Properties pane, double-click the Palette value.
3. With the top color selected, change the Fill type to Color, and then change the
Transparency (%) to 30.
4. Click the second color (orange), and then change the Fill type to Color.
5. Change the Transparency (%) to 30.
6. Click the third color (dark green), and then change the Fill type to Color.
7. Change the Transparency (%) to 30.
8. Click the fourth color (light green), and then change the Fill type to Color.
9. Change the Transparency (%) to 30, and then click OK in the Palette dialog.

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 Unit 5 Present data graphically

10. Run the report in HTML.

The results appear as follows:

11. Close the rendered report tab.

Task 7. Add baselines to the chart
1. Click the chart background, and then in the Properties pane, under
CHART ANNOTATIONS, double-click the Numeric baselines property.
You will add a baseline to display the mean revenue based on year.
2. In the Baselines dialog box, click New, and then from the list, select Mean.
3. Ensure that the following properties are set as follows:
• Based on: Year, Year
• * Number of standard deviations: 0
• Baseline Label: Mean
• Line Styles: Weight: 2 px, Color: Blue
* Note: Do not use the Delete key when modifying the Number of standard
deviations input field as it might delete the newly created baseline.
Instead, select the contents of the input field and then enter 0 or use
the Backspace key to clear the default number and then enter 0.
4. Click OK to close the Line styles dialog box.
You will add a baseline to display a +1 standard deviation from the mean
revenue based on Year.
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 Unit 5 Present data graphically

5. In the Baselines dialog box, click New, and then from the list, select Mean.
6. Ensure that the following properties are set as follows:
• Based on: Year, Year
• Number of standard deviations: 1
• Baseline Label: Mean + 1 STD Deviation
• Line Styles: Weight: 2 px, Color: Green
7. Click OK to close the Line styles dialog box.
You will add a baseline to display a -1 standard deviation from the mean
revenue based on Year.
8. In the Baselines dialog box, click New, and then from the list, select Mean.
9. Ensure that the following properties are set as follows:
• Based on: Year, Year
• Number of standard deviations: -1
• Baseline Label: Mean - 1 STD Deviation
• Line Styles: Weight: 2 px, Color: Red
10. Click OK to close the Line styles dialog box.
The results appear as follows:

11. Click OK to close the Baselines dialog box.

12. In the Properties pane, under POSITIONING, double-click the Size & overflow
property.
13. Set Width to 700px, then click OK.

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 Unit 5 Present data graphically

14. Run the report in HTML.

The results appear as follows:

The chart uses a custom palette and displays the baselines you specified.
15. Close the rendered report tab.
Results:
You created a report using a combination chart to display revenue generated
in different regions as an area chart, and a bar chart displaying revenue
generated for different years. You added data to the horizontal axis title
displaying the total revenue generated by all product lines and created a
custom palette for the region area chart. You then reused this palette for the
year bar chart, and then added data-driven baselines to this chart.

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 Unit 5 Present data graphically

Compare values and highlight proportions using gauge

charts and pie charts

Gauge Chart Pie Chart

Present data graphically © Copyright IBM Corporation 2018

Compare values and highlight proportions using gauge charts and pie charts
Gauge charts are useful for comparing values between a small number of variables.
A gauge chart plots a data series against a measure using a dial or gauge for the
measure, and needles or indicators for the series members.
Pie charts highlight data proportionally against a measure, allowing for quick
identification of major performers.

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 Unit 5 Present data graphically

Demonstration 2
Create a gauge report and a pie chart report

Present data graphically © Copyright IBM Corporation 2018

Demonstration 2: Create a gauge report and a pie chart report

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 Unit 5 Present data graphically

Demonstration 2:
Create a gauge report and a pie chart report

Purpose:
You want to create a chart for users to quickly compare how different product
lines are selling. You would also like to see this data represented
proportionally. A gauge chart is a good way to show comparisons between
multiple variables, while a pie chart will show the data proportionally.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Gauge chart with beveled border
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a gauge chart
1. Create a new Blank report using the GO data warehouse (query) package.
2. In the work area, click Add , then click Visualization .
3. From the left pane click Gauge, and then on the right pane, double-click Gauge
chart with beveled border.
4. From the Source tab, add the following query items to the new chart:
• Default measure (y-axis) drop zone:
• Sales fact: Revenue
• Categories (gauges) drop zone:
• Time: Year
• Gauge Axes drop zone:
• Products: Product line

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 Unit 5 Present data graphically

5. On the Application bar, click Show properties.

6. In the Properties pane, under CHART TITLES, set Title to Show.
7. Double-click Double-click to edit text, at the top of the chart.
8. In the Text dialog box, type Revenue by Product Line, and then click OK.
9. Click the chart background, and then in the Properties pane, under
POSITIONING (note: you may have to scroll down to find the property), double-
click the Size & overflow property.
10. Set Width and Height to 500px, then click OK.
Task 2. Modify the axis labels and gauge properties
1. Click the Axis labels , then in the Toolbar, click Font .
2. Click Foreground Color, then double-click Black.
3. Set Weight to Bold, then click OK.
4. In the Properties pane, under DATA, double-click the Data format property.
5. Change the Format type to Number.
6. Change the Scale to -6.
7. In the Pattern box (scroll down), enter $###,### M.
8. Click OK.
Task 3. Modify the gauge properties
1. Click the chart.
2. In the Properties pane, under GENERAL, double-click Gauge border.
3. Click Color, then double-click Navy.
4. Click OK to close the Gauge border dialog box.
5. Under COLOR & BACKGROUND (scroll down), double-click Dial face fill.
6. From Fill type, select Linear Gradient.
7. Under Colors, click the first color, and then click Color.
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 Unit 5 Present data graphically

8. In the Custom color tab, under #RGB, type CCCCCC, then click OK.
9. Under Colors, click the second color option, and then click Color.
10. In the Custom color tab, under #RGB, type CCFFFF, then click OK.
11. In the Position (%) box, change the value to 50.
The results appear as follows:

12. Click OK to close the Fill Effects dialog box.

Task 4. Modify the arc colors
1. Click the icon under Gauge Axes, for <#Product line#>.
2. In the Properties pane, under COLOR & BACKGROUND, double-click
Gauge axis colors.
To indicate product lines that are selling poorly, the low end of the arc will
appear in red.
3. In the Gauge axis Colors dialog box, click the top color, and then click Color.
4. From the Basic colors tab, double-click Red.
5. In the Gauge axis Colors dialog box, click the middle color, then click Color.
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 Unit 5 Present data graphically

6. From the Basic colors tab, double-click Yellow.

7. Change the position percentage to 50%.
8. In the Gauge axis Colors dialog box, click the bottom color, then click Color.
9. From the Basic colors tab, double-click Green.
10. Click OK to close the Gauge axis Colors dialog box.
11. Run the report in HTML.
The results appear as follows:

12. Close the rendered report tab.

Task 5. Create a pie chart
1. Create a new Blank report using the GO data warehouse (query) package.
2. In the work area, click Add , then click Visualization .
3. From the left pane, click Pie, Donut, then from the right pane, double-click Pie
with 3-D Effects and Rounded Bevel .
4. Add the following query items to the pie chart:
• Default measure: Sales fact: Revenue
• Series (pie slices): Products: Product line
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 Unit 5 Present data graphically

Reminder: It only takes two values to define a chart.

Task 6. Set the properties of the chart
1. In the Properties pane, under GENERAL, double-click the Exploded slices
property.
2. Click New , then change the Slice number to 2.
3. Click OK to close the Exploded slice dialog box.
4. Click OK to close the Exploded slices dialog box.
5. In the Properties pane, under BOX, change Borders to Show.
6. In the Toolbar, click Chart palette presets , then click Dynamic.
Task 7. Create chart title
1. In the Properties pane, under CHART TITLES, set Title to Show.
2. Double-click the chart title box labeled Double-click to edit text.
3. In the text dialog box, type Revenue by Product Line, then press Enter.
4. From the Select a chart object menu, select Chart title.
5. In the Toolbar, click Font.
6. Set Family to Arial Black, Size to 16pt, and under Effects, check Underlined,
then click OK.
7. Run the report in HTML.

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 Unit 5 Present data graphically

8. Move the cursor over the expanded green slice to view the tooltip.
The results are as follows:

9. Close the rendered report tab.

Results:
You have created a gauge chart for users to quickly compare how different
product lines are selling. You have also created a pie chart to show the data
proportionally.

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 Unit 5 Present data graphically

Display items on separate axes

Axis for Revenue

($)

Axis for Quantity

(item)

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Display items on separate axes

You can improve the clarity of charts by displaying values for different items on
separate axes.
Using separate axes is useful when the value ranges for different items displayed in the
chart are significantly different, or the values of data items are not comparable because
they are of different units (e.g. dollars vs. items).

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 Unit 5 Present data graphically

Demonstration 3
Show the same data graphically and numerically

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Demonstration 3: Show the same data graphically and numerically

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 Unit 5 Present data graphically

Demonstration 3:
Show the same data graphically and numerically

Purpose:
You want to create a report that shows revenue and quantity by Product line
and Region. You want the report to focus on Camping Equipment,
Mountaineering Equipment, and Personal Accessories sales for the three
European sales regions. You will build a crosstab report and add a
combination chart that reports on the same information. You will add a
microchart to the crosstab for a quick overview of specified regions and
product lines.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team Content\Samples\Models\GO data warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Add query items to a new Crosstab
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a Crosstab to the work area.
3. Add the following query items to the Crosstab:
• Rows:
• Order method: Order method type
• Columns:
• Time Year
• Sales Fact: Revenue, Quantity (nested under Year)

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 Unit 5 Present data graphically

Task 2. Create a combination chart

1. From the Toolbox tab, drag a Visualization to the left of the Crosstab.
The Visualization gallery dialog opens.
2. In the left pane, click Combination, and then double-click Clustered Bar and
Clustered Line.
A new chart is added, but it has created a new Query (Query2) for itself.
3. On the Application bar, click Show properties.
You want the chart to use the same query as the Crosstab and to show the
Revenue and the Quantity on separate y axes.
4. In the Properties pane, under POSITIONING, double-click Size & overflow,
then set Width to 700px.
5. In the Properties pane, under DATA, change Query from Query2 to Query1.
Task 3. Show two measures on different y axes
1. In the Properties pane, under GENERAL, double-click Combinations.
2. Under Combinations, click Clustered line, then click Delete .
3. Under Numeric axes, click Secondary Axis checkbox to select it.

4. Under Combinations, click Edit .

5. Select Line, then click OK to close the Combination Element dialog box, then
OK to close the Combinations dialog box.
6. Click Data , then from the Data items tab, drag the following:
• Order method type to Series (primary axis)
• Revenue to Series (primary axis), nested under Order method type.

• Order method type to Series (secondary axis)

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 Unit 5 Present data graphically

• Revenue to Series (secondary axis), nested under Order method type.

The results appear as follows:

7. Run the report in HTML.

A section of the results appear as follows:

This chart may be too complicated for your consumers to read clearly. In Task 4
you will add filters to report only on E-mail, Sales visits, and Telephone. Web will
not be included since it is the clear winner for Revenue and Quantity.
8. Close the rendered report tab.
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 Unit 5 Present data graphically

Task 4. Add filters to focus the data

1. Click the Combination chart to select it.
2. On the Toolbar, click Filters, and then click Edit Filters.
3. Click Add, then keep the default selections of Custom based on data item,
and Order method type, then click OK.
4. From the Values box, move the following to the Selected values box: E-mail,
Sales visit, Special, and Telephone, and then click OK, and then click OK to
close the Filters dialog box.
5. Run the report in HTML.
The result appears as shown below:

6. Close the rendered report tab.

Task 5. Add a microchart to the crosstab to preview data in a
chart.
1. In the crosstab, click <#Order method type#>, on the Toolbar click More, then
click Insert chart for Row Data.
2. In the left pane, verify that Microchart is selected, and then click OK to accept
the default Line microchart.
3. In the Categories (x-axis) section of the microchart, drag <#Revenue> to the
Default Measure (y-axis).

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 Unit 5 Present data graphically

4. In the Categories (x-axis) section of the microchart, click Quantity, and then
press Delete.
The entire section may disappear. If it does, you may need to click the chart
background again, to see the results of your Delete action just performed.
The results appear as follows:

5. Run the report in HTML.

The results appear as follows:

6. Close the rendered report tab.

Results:
You created a combination chart with two measures on different Y axes and
then added a crosstab to see product line sales revenue and quantity by
region. You focused on Camping Equipment, Mountaineering Equipment, and
Personal Accessories sales for the three European sales regions. You added
a microchart to the crosstab for a quick overview of product line revenue for
all regions specified.

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 Unit 5 Present data graphically

Customize charts

Apply a graduated
background

Add notes

Rename
axes Display
tool tips

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Customize charts
Custom elements such as color schemes, rescaling of axes numbers, renaming axes,
and displaying details can enhance reports.
Fills and Background customization can greatly enhance the visual appeal of charts.
Tooltips are available in charts by default, and provide additional information while
adding a level of interaction to the chart.
Notes can hide whatever is under them, so it is important to properly position them in
the chart so as to not block important information.

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 Unit 5 Present data graphically

What is RAVE?
• RAVE: Rapidly Adaptive Visualization Engine
• globalized and accessible
• uses visJSON language to describe visualization
• flexible and extensible
• interacts with animations

Visualization
RAVE
Language
Engine

Present data graphically © Copyright IBM Corporation 2018

What is RAVE?
The Rapidly Adaptive Visualization Engine (RAVE) is being used to enable advanced
visualization technology in many different IBM projects and products today. The
declarative language for visualizations (charts, interactivity, events, etc.), is a cross-IBM
standard.
It is not a traditional charting engine with pre-defined chart types (such as column, and
pie charts). Rather, it is a general-purpose visualization engine that can produce both
traditional and new charts and visualizations.
RAVE does not describe charts by type (bar chart, line chart, histogram, and so on) but
by mapping. For example:
• bar chart: basic 2D coordinates, categorical x numeric displayed with intervals
dropped from locations
• line chart: basic 2D coordinates, any x numeric displayed with lines connecting
locations
RAVE supports statistical operations (such as sum, count), and styling (such as color).
The grammar-based approach provides flexibility: new charts, or chart attributes, can
be added without requiring the product to be updated.

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 Unit 5 Present data graphically

Demonstration 4
Display RAVE visualizations

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Demonstration 4: Display RAVE visualizations

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 Unit 5 Present data graphically

Demonstration 4:
Display visualizations

Purpose:
You have been asked to create a report that compares some performance
indicators for all product lines. Users need to be able to quickly identify
product line performance. You will use a visualization that was made available
in the portal Library to accomplish this task.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Blank
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Select a visualization
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a Visualization object to the work area.
3. In the filter button on the top right corner, select New visualizations.
The Visualization gallery dialog displays the visualizations that are available.

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 Unit 5 Present data graphically

You could directly double-click the visualization that you want, from those
available in the center panel, but if you have many items to choose from, you
will want to filter on a specific type to make it easier to find.
4. In the Refine by pane on the left, click Bubble.
The number displayed for each type, indicates how many visualizations tagged
with that type are available in the gallery. Notice how many bubble visualizations
are available in the center pane.
5. In the Refine by pane, click All.
All filters have been removed, and all visualizations are displayed in the center
pane.
6. In the Refine by pane, click Word cloud.
7. In the center pane, click Word cloud.
Notice the description of the visualization in the right pane.
8. Click OK to add the visualization.
You could have also double-clicked directly on Word cloud in the center pane
instead of filtering it first.
9. Click OK to accept the default values for the Object and query names dialog
box.
Task 2. Populate the word cloud visualization and run the
report
1. From the Source tab, add the following query items to the visualization:
• Values > Size: Sales fact: Revenue
• Categories > Words: Products: Product line
• Categories > Color: Products: Product line
A section of the results appear as follows:

2. Click the visualization background.

3. In the Application bar, click Show properties.
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 Unit 5 Present data graphically

4. In the Properties pane, under the COMMON section, set Width to 700.
5. In the Properties pane, under the LEGEND section, set Show legend to No.
6. Run the report as HTML.
7. Once the report is generated, hover the cursor over one of the words.
The results will appear similar to the following:

In this visualization, you can very quickly identify that Personal Accessories has
achieved the highest revenue, followed by Camping Equipment. You can hover
the mouse over words to see the details in tooltips. However, you would need
an additional detail report to see details of the revenue achieved.
8. Close the rendered report tab.
Results:
You used IBM Cognos Analytics - Reporting to create a word cloud
visualization report, based on an existing visualization that was made
available in the Library. You also successfully added data to the visualization,
and ran the report to display the results.

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 Unit 5 Present data graphically

Unit summary
• Create charts containing peer and nested columns
• Present data using different chart type options
• Add context to charts
• Create and reuse custom chart palettes
• Introduce RAVE visualizations
• Present key data in a single dashboard report

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Unit summary

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 Unit 5 Present data graphically

Exercise 1
Create a dashboard report

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Exercise 1: Create a dashboard report

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 Unit 5 Present data graphically

Exercise 1:
Create a dashboard report
You are Frank Bretton, a report author, and have been asked to create an interactive
report that lets users examine a variety of important sales data in one view. To do this,
you will create a dashboard report that contains a gauge chart that compares the gross
profit of each product line by region, a combination chart that shows revenue earned by
each product line by retailer type and region on separate axis, and finally a crosstab
report that shows the gross margin of each product line by year and region.
To accomplish this:
• Using the GO data warehouse (query) package, the Sales and Marketing (query)
folder, and the Sales (query) namespace, add a gauge chart, a combination
chart, a crosstab, and a table to a blank template.
• Create a gauge chart (Gauge Chart with Bevelled Border) with Gross profit,
Product line, and Region, and then format the gauge chart to enhance its visual
appeal.
• Create a combination chart (Clustered Bar and Clustered Line) with Revenue,
Product line, and Retailer type with Region as a peer. Format and enhance the
visual appeal of the chart.
• Create a crosstab with Gross margin, Product line, and Year with Region as a
peer.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demos for detailed steps.

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 Unit 5 Present data graphically

Exercise 1: Tasks and Results

Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content/Samples/Models/GO data warehouse (query)
Report Template: Blank
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Add charts and a crosstab to a blank template
• Side bar: Create a Blank report using the GO data warehouse (query)
package.
• Work area: Add a Table container that is 2 columns by 2 rows to the work area.
• Table: Ctrl-click the 2 bottom cells, from the Toolbar, click Merge Cells.
• Work area: Add a Visualization to the top left table cell.
• Visualization gallery dialog box: Choose a Gauge chart with beveled border.
• Work area: Add a Visualization to the top right table cell, select Clustered Bar
and Clustered Line.
• Work area: Add a Crosstab to the bottom table cell.
• Object and query name dialog box: Change the query name to
Crosstab Query.
• Click OK.
Task 2. Add data to the reporting objects
• Data/Source tab: Navigate to Sales and Marketing (query)/Sales (query), and
then add the following query items to the gauge chart:
• Default measure (y-axis) drop zone:
• Sales fact: Gross profit
• Categories (gauges) drop zone:
• Retailers: Region.
• Gauge Axes drop zone:
• Products: Product line
• Data/Source tab: Navigate to Sales and Marketing (query)/Sales (query), and
then add the following query items to the combination chart:
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 Unit 5 Present data graphically

• Default measure (y-axis) drop zone:

• Sales fact: Revenue
• Category (x-axis) drop zone:
• Products: Product line
• Series (primary axis) drop zone:
• Retailers: Retailer type
• Data/Source tab: Navigate to Sales and Marketing (query)/Sales (query), and
then add the following query items to the crosstab:
• Rows area:
• Products: Product line
• Columns area:
• Time: Year
• Retailers: Region to the right (peer) of Year
• Measures area:
• Gross margin
• Work area: Click the combination chart background.
• Properties pane: Under GENERAL, double-click Combinations.
• Combinations dialog box: Under Combinations, click Clustered line, and then
click Delete.
• Under Numeric axes, select the Secondary Axis checkbox.
• Click Edit.
• Combination Element dialog box: Under Combination Type, click Line, and
then click OK.
• Combinations dialog box: Click OK.
• Data/Source tab: Under Retailers query subject, drag Region to the
Series (secondary axis) drop zone of the combination chart.

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 Unit 5 Present data graphically

• In the Crosstab, click <#Year#>, and then sort Descending.

The results appear as follows:

Task 3. Enhance the visual appeal of the charts

• Work area: Click the gauge chart, and then Ctrl-click the combination chart to
select them.
• Properties pane: Under COLOR & BACKGROUND, double-click
Background effects.
• Background effects: Click the Border checkbox to select it.
• Click Black from the Color list.
• In the Corner radius box, type 10.
• Click the Fill checkbox to select it.
• Click Color, and then click the Custom color tab.
• Enter CCFFFF under #RGB, and then click OK.
• In the Position box, type 45.
• Click New.
• Click Color, and then click the Color swatch tab.
• Enter CCCCCC under #RGB, and then click OK.
• In the Position box, type 100.
• In the Angle box, type 90.
• Click the Drop Shadow checkbox to select it, and then click OK.
• Toolbar: Run the report in HTML.

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 Unit 5 Present data graphically

• Rendered report tab: Verify the results, and then close the tab.
A section of the results appear as follows:

Task 4. Format the combination chart

• Work area: In the combination chart, click Series (primary axis) bar.

• Toolbar: Click Chart Palette Presets .

• Palette dialog box: Click the Contemporary style palette.
• Work area: In the combination chart, click Series (secondary axis) line.
• Toolbar: Click Chart Palette Presets
• Palette dialog box: Click the Contemporary style palette.
• Work area: Click the combination chart background.
• Properties pane: Under Positioning, double-click Size & Overflow.
• Size & Overflow dialog box: In the Width box type 550, in the Height box, type
300, and then click OK.
• Properties pane: Under CHART TITLES, set Title to Show.
• Combination chart: Expand Axis titles, and then click Default category axis
title.
• Properties pane: under GENERAL, click the Default title property, and then in
the list, click No.
• Work area: Double-click the combination chart title text.
• Text dialog box: Type Product Lines: Revenue by Retailer Type and Region,
and then click OK.
• Properties pane: Click Select Ancestor, click Chart title.
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 Unit 5 Present data graphically

• Toolbar: Click Arial, 12 pt., Bold.

Task 5. Format the gauge chart
• Work area: Click the background of the gauge chart.
• Properties pane: Under Positioning, double-click the Size & Overflow property,
in the Width box type 550, and in the Height box type 300 and then click OK.
• Work area: In the gauge chart, expand Axis titles, and then click
Default matrix columns axis title.
• Properties pane, under General, click Default title, and then in the list click No.
• Work area: In the gauge chart, click Gauge Axes for <#Product line#>.
• Properties pane: Under General, double-click Axis Angles.
• Axes Angles dialog box:
• In the Start angle box, type 320.
• In the End Angle box, type 220.
• In the Axis direction list, click Counterclockwise, and then click OK.
• Properties pane: Under Color & Background, double-click Gauge axis colors.
• Gauge axis colors: Click the center color (yellow).
• In the Position box, type 50, and then click OK.
• Work area: Click the gauge chart background.
• Properties pane: Under Chart Titles, click the Title property, and then click
Show.
• Work area: In the gauge chart, double-click the chart title text.
• Text dialog box: Type Gross Profit for Product Lines by Region, and then click
OK.
• Toolbar: Select ancestor, then click Font, then set Arial, 12 pt., Bold.
Task 6. Format the Crosstab
• Toolbar: Align Crosstab fact cells to Left and Top.
• Work area: Add a Block above the Crosstab and then add a Text item to the
Block.
• Title: In the Text item field, type Gross margin for Product lines by Year and
Region.

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 Unit 5 Present data graphically

• Toolbar: Font: set Arial, 12 pt., Bold.

• Run the report in HTML.
The results appear as follows:

• Close the rendered report tab.

• Close all browser windows.

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Focus reports using prompts

Focus reports using prompts

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 Unit 6 Focus reports using prompts

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 Unit 6 Focus reports using prompts

Unit objectives
• Identify various prompt types
• Use parameters and prompts to focus data
• Choose between prompt types
• Navigate between pages

Focus reports using prompts © Copyright IBM Corporation 2018

Unit objectives

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 Unit 6 Focus reports using prompts

Examine parameters and prompts

• Prompts ask the user to provide the value for the parameter that will
filter the report by specific values.

Focus reports using prompts © Copyright IBM Corporation 2018

Examine parameters and prompts

There are multiple ways to ask (prompt) the user for values, some of them are:
• create a parameter for an item on the report
• add a prompt page to the report containing one or more prompt items
• add a prompt item to the report
Parameters are placeholders that require a value to determine what data to report on.
Prompts function as dynamic filters.
Parameters are based on parameterized filters. The filter consists of a query item and
operator. The operator you choose will determine some of the default properties of the
prompt. For example, if you choose the = operator the user will only be able to select a
single option from the prompt (Multi-Select: No). If you choose the ‘in’ operator, the user
will be able to select multiple options from the prompt (Multi-Select: Yes).
A prompt is nothing more than a dynamic (parameterized) filter.

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 Unit 6 Focus reports using prompts

Create a parameter item on the report

• Use a parameterized filter to create a prompt.

Focus reports using prompts © Copyright IBM Corporation 2018

Create a parameter item on the report

Reporting can automatically generate prompted reports based on parameters you
create. When you run the report, Reporting can generate a prompt for each unassigned
(unanswered) parameter depending on whether the Prompt run option is selected or
not.
If you create a parameter for an item on a report, when you run the report you will be
prompted to specify a value for that item. The report displays the information according
to the value given in the prompt. The prompt is created automatically and must be
answered in order to view the report.

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 Unit 6 Focus reports using prompts

Build a prompt page

Prompting tools

List report

Layout
Text box Value
prompt prompt

Date
prompt

Focus reports using prompts © Copyright IBM Corporation 2018

Build a prompt page

You can create a blank prompt page by adding a new page to the Prompt Pages
section in Pages. Once on the new prompt page, you can drag prompt items from the
Toolbox onto the work area to control how prompts appear in the report.
You can also use the Build prompt page button to generate a Prompt page on a specific
data items that you select in your report.
A date item will automatically generate a Date prompt, a number item generates a Text
box prompt, and a value item will generate a Value prompt.

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 Unit 6 Focus reports using prompts

Add a prompt item to a report

• When a prompt item is dragged onto a report a prompt wizard walks
the report author through the prompt building process.

Value prompt

Focus reports using prompts © Copyright IBM Corporation 2018

Add a prompt item to a report

A prompt item can be added directly to a report. When added, a prompt wizard dialog
box appears and steps you through building the prompt. Prompt customization can be
done at this time.
The wizard will add a prompt control and a parameterized filter to the report:
1. Create a parameter.
2. Add a filter to the data container with the parameter.
3. Create a query for the prompt.
4. Add the query and the parameter to the prompt.
If you add a prompt directly onto a report page, you will either need to set the prompt to
automatically submit the selection, or add a Finish prompt button to the report so that
the report will rerun using the new criteria.

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 Unit 6 Focus reports using prompts

Demonstration 1
Create a prompt by adding a parameter

Focus reports using prompts © Copyright IBM Corporation 2018

Demonstration 1: Create a prompt by adding a parameter

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 Unit 6 Focus reports using prompts

Demonstration 1:
Create a prompt by adding a parameter

Purpose:
You have been asked to provide a report showing product sales by date to
determine the revenue generated by each individual order. Because the report
contains detailed information, you want to be able to filter the report to show
only orders made after a specified date. You will create a parameter to prompt
a user for a date and the report will return all dates greater than the one
specified.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List object to the report.
3. From the Source tab, add the following query items to the new List:
• Sales order: Order number
• Time: Date
• Products: Product
• Sales fact: Revenue
The results appear as follows:

4. Click the <Date> list column body, then on the toolbar click Sort, and then click
Ascending .
5. This will sort the result by the order date only, to have more control over the
results you will sort it by the order number as well.

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 Unit 6 Focus reports using prompts

Click the <Order number> list column body, then on the toolbar click Sort, then
click Edit Layout Sorting.
6. In the Grouping and sorting dialog, drag Order number from the Data items
pane to the Detail Sort List under Date.

7. Then click OK.

8. Run the report in HTML.
A section of the results appear as follows:

The earliest date is Jan 12, 2010.

9. Click Bottom to see the last page of the report.
The last date is Jul 20, 2013.
10. Close the rendered report tab.

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 Unit 6 Focus reports using prompts

Task 2. Add a date parameter and run the report.

1. On the toolbar, click Filters > Edit Filters, and then click Add .
2. Click Advanced, and then click OK.
3. Drag Date from the Data Items tab, then complete the following expression:
[Date] > ?Date?
4. Click Validate to validate the syntax of the filter expression.

The report will only retrieve data where the order date is greater than the date
specified by the user.
5. Click OK to close the Detail filter expression dialog box, and then click OK to
close the Filters dialog box.
6. Run the report in HTML.
You are prompted to select a date and time.
7. Select 2013-Jan-1, accept the default time, and then click OK.
A section of the results appear as follows:

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 Unit 6 Focus reports using prompts

8. Click Bottom to see the last page of the report.

The report displays results from Jan 8, 2013 to Jul 20, 2013.
9. Close the rendered report tab.
10. Leave the report authoring tab open for the next demonstration.
Results:
You created a parameter to prompt a user for a date, and when the list report
ran, it returned information based on the response to the prompt.

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 Unit 6 Focus reports using prompts

Identify prompt type

• Choose the appropriate prompt type and style for your reporting
requirements.

Text box prompt Time prompt

Value prompt Interval prompt
Select & search prompt Tree prompt
Date & time prompt Generated prompt
Date prompt Prompt button

Focus reports using prompts © Copyright IBM Corporation 2018

Identify prompt type

If you add prompt items to a report or prompt page, you can choose from the different
types of prompts available in the Toolbox tab according to your needs. If you select
items on a report and then create a prompt page, Reporting will choose an appropriate
prompt type for you.
If there are many choices available (such as employee names), then Select & search is
a good option. This saves time in scrolling to look for the desired option. If the exact
name or spelling of an item is unknown, then avoid using the Text Box prompt as the
value must be typed in exactly as it is in the data source.
Interval prompts are valuable for reporting on very specific time frames as they let you
choose lowest to highest time intervals in days, hours, and minutes.
A generated prompt acts as a placeholder in the work area, but when the report is run,
Reporting selects the appropriate prompt type for that report.

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 Unit 6 Focus reports using prompts

Demonstration 2
Add a value prompt to a report

Focus reports using prompts © Copyright IBM Corporation 2018

Demonstration 2: Add a value prompt to a report

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 Unit 6 Focus reports using prompts

Demonstration 2:
Add a value prompt to a report

Purpose:
You will create a report to help reduce production costs. Because you have
many products, you will add a prompt so that users can view product data
within a specified product line.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List object to the report.
3. From the Source tab, add the following query items to the List object:
• Products: Product line, Product type, Product
• Sales fact: Unit cost
• Gross margin (calculated fact under Sales (query))
4. In the report, click <Product line>, Ctrl-click <Product type>, and then click
Group / Ungroup on the Toolbar.
The results appear as follows:

5. From the Toolbox tab, drag a Table object to the left of the List object, clear
the Maximize width checkbox, and then click OK.
Task 2. Add a product line prompt to the report page
1. From the Toolbox tab, expand PROMPTING, and then drag a Value prompt
into the left table cell.
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 Unit 6 Focus reports using prompts

You want the prompt to filter on product line code to make the query more
efficient. However, the prompt will display product line names, not codes, to
make selections easier.
2. In the Prompt Wizard - Value prompt dialog box, change the parameter name
to ProductLineCode, and then click Next.
3. On the Create Filter page, ensure that Create a parameterized filter is
selected, and then beside Package item, click the ellipsis.
4. Expand the Sales and Marketing (query) folder, Sales (query) namespace,
Products, and then Codes folder.
5. Click Product line code, and then click OK.
Product line code is used because it is an indexed field. Querying on an indexed
field is much faster and more efficient.
6. Select Make the filter optional.
A section of the results appear as follows:

7. Click Next, and then beside Values to display, click the ellipsis.
8. Expand the Sales and Marketing (query) folder, expand the Sales (query)
namespace, and then expand Products.
9. Click Product line, click OK, and then click Finish.
The results appear as follows:

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 Unit 6 Focus reports using prompts

Task 3. Add a prompt button and set the properties for the
value prompt
1. From the Toolbox tab, in the PROMPTING section, drag a Prompt button into
the right table cell.
2. In the Properties pane, under GENERAL, click Type, and then from the list,
select Finish.
3. Run the report in HTML.
The report opens in the browser, displaying data for all product lines. The report
can run before answering the prompt because the prompt and the filter are
defined as optional. To control the usage of your prompt between required or
optional, make the change directly on your filter through your filters Usage
property instead of changing this setting on your prompt. The filters Usage
property overrides the prompt’s Required property.
4. From the Product line prompt list, select Golf Equipment, and then click
Finish.
Only Golf Equipment product line information is displayed.
5. Close the rendered report tab.
6. Click the Finish prompt button, and then press Delete.
7. Click the Value Prompt, to select it.
8. In the Properties pane, under GENERAL, change the Auto-submit property to
Yes.
Task 4. Customize the prompt
You want to customize the prompt header to provide instructions on how to use
the prompt.
1. With the value prompt selected, in the Properties pane, under PROMPT TEXT,
click Header Text, and then click the ellipsis.
2. Select Specified text, and then click the ellipsis to the right of the text box.
3. Type the following in the Default text box: Select the desired Product line:.
The results appear as follows:

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 Unit 6 Focus reports using prompts

You can add information here as well for localization.

4. Click OK to close the Localized Text dialog box, and then OK to close the
Header Text dialog box.
You want to have the value prompt separate from the list. You will add a space
between the prompt and the list by increasing the top margin of the list.
5. Click the list Container selector to select the entire list.
6. From the Properties pane, under BOX, double-click the Margin property.
7. Type 20 in the Top margin cell, and then click OK.
Task 5. Run the report.
1. Run the report in HTML.
The report opens in the browser displaying data for all product lines. The report
can run because the parameterized filter is defined as optional.

2. In the list, select Golf Equipment.

A section of the results appear as follows:

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 Unit 6 Focus reports using prompts

With the Auto-submit property set to Yes, you can use the Product line list to
select which Product line data you want to display without having to click an
additional button to submit your selection.
3. Close the rendered report tab.
4. From the Application bar, click Save, navigate to My content, and then save
the report as Unit 6-Prompt.
5. Leave the report authoring tab open as it will be used for the next
demonstration.
Results:
You created a report to show cost and gross margin for each product. You
added a prompt so that users can view product data within a specified
product line.

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 Unit 6 Focus reports using prompts

Add pages to a report

Add a cover page to a report

Add a prompt page to a report

Focus reports using prompts © Copyright IBM Corporation 2018

Add pages to a report

Enhance your report by adding multiple report and prompt pages.
By accessing Page Explorer from the Pages tab, you can navigate between report
pages and prompt pages. You can also add or delete report pages and prompt pages
by clicking the Report Pages link or the Prompt Pages link.

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 Unit 6 Focus reports using prompts

Demonstration 3
Add a Select & search prompt to a report

Focus reports using prompts © Copyright IBM Corporation 2018

Demonstration 3: Add a Select & search prompt to a report

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 Unit 6 Focus reports using prompts

Demonstration 3:
Add a Select & search prompt to a report

Purpose:
You want to change your current report to allow users to select multiple
products to show in the report. To do this you must delete the current value
prompt and replace it with the Select & search prompt.
Note: Before starting this demonstration, be sure to complete Demonstration 2.
The report ('Unit 6-Prompt') from Demonstration 2 is used for Demonstration 3.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Run the report
1. With the report from the previous demonstration still open (My content\Unit 6-
Prompt), run the report in HTML.
2. In the Product line list, select Camping Equipment.
A section of the results appear as follows:

The report includes information on only one product line. You will now modify
the prompt to let users search and select one or more product names.
3. Close the rendered report tab.
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 Unit 6 Focus reports using prompts

Task 2. Add a Select & search prompt on a prompt page

1. In the work area, click the Value prompt, and then delete it.
2. Click the List data container, then from the Toolbar, click Filters, and then click
Edit Filters.
Notice that the prompt filter remained even when the Value prompt was deleted.
3. Select the filter, click Delete , and then click OK.
4. In the Pages tab, click Prompt pages, then click the Add page .
5. Click Prompt page1,
6. Expand the Toolbox, then from the PROMPTING section, drag a Select &
search prompt object onto the prompt page.
7. In the Choose Parameter page, change the parameter name to
ProductNames, and then click Next.
8. In the Create Filter page, ensure that Create a parameterized filter is
selected, and then beside Package item, click the ellipsis.
9. Expand the Sales and Marketing (query) folder, Sales (query) namespace,
Products folder, click Product, and then click OK.
In the Operator list, select in.
You use the 'in' operator to allow for multiple selections. If you used the '='
operator, the prompt would allow for only a single selection.
10. Select Make the filter optional checkbox, then click Next, then click Finish.
The report appears with the Select & search prompt on the prompt page.
Task 3. Run the report.
1. Run the report in HTML.
2. Click Finish to accept the default of all product lines.
You can navigate to view product data on other pages. The report ran because
you made the prompt optional. The name of the product you want to search for
contains the keyword "Firefly".

3. Click Run to run the report again.

4. In the Keywords text box, type Firefly (no other text should appear in the text
box), and then expand the options drop down list at the bottom.
The list of search options allows you to refine your search.

5. Select Contains any of these keywords, and then click Search .

All product lines with "Firefly" in the name appear in the Results box.

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 Unit 6 Focus reports using prompts

6. Click Select all, and then click Add selected items to your choices , then
click Finish to see the Firefly results.

7. Click Run Report to run the report again.

8. In the Keywords text box, type Firefly Butane Kerosene.
9. Select Contains any of these keywords, and then click Search.
10. Click Select all, and then click Add selected items to your choices, and then
click Finish.
The results appear as follows:

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 Unit 6 Focus reports using prompts

The report runs and is filtered to display only the data associated with the
products that you selected based on your search.
11. Close the rendered report tab.
12. Leave the report authoring tab open for the next demonstration.
Results:
You removed the existing value prompt and filter and updated the existing
report with a Select & search prompt. This allowed users to search for and
select from, a list of product names based on keyword options.

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 Unit 6 Focus reports using prompts

Create a cascading prompt

• Use values from a previous prompt to filter the values in the current
prompt or picklist.

Product line

Product type

Product name

Focus reports using prompts © Copyright IBM Corporation 2018

Create a cascading prompt

In the slide example, the selection that the user makes for Product line determines what
is populated in the Product type prompt. Then the selection made for Product type
determines what is populated in the Product prompt.
When you create a series of prompts that have a hierarchical relationship, you can
define them as cascading, so that a prompt selection is determined by the choice of the
user in the previous prompt.

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 Unit 6 Focus reports using prompts

Demonstration 4
Create a cascading prompt

Focus reports using prompts © Copyright IBM Corporation 2018

Demonstration 4: Create a cascading prompt

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 Unit 6 Focus reports using prompts

Demonstration 4:
Create a cascading prompt

Purpose:
Executives need a report that lets them analyze product returns. They want a
report that enables them to focus on specific product lines and product types
within those product lines for all order methods. This report will be delivered
to the shareholders during their monthly meeting, so the executives would
like a cover page to add a more official look.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query), Returned items (query)
Task 1. Create a List with title, and then create a prompt
page with a cascading prompt
1. Create a new Blank report using the GO data warehouse (query) package.
2. Click the page body, then from the toolbar, click More > Headers and footers >
Page header and footer, check the Header, and click OK.
3. Click Add in the Page Header and add a Text item with the following text:
Product type by Product line for all Order methods.
4. In the Page header, click Add , then click Text item .
5. In the Text dialog, type Product type by Product line for all Order methods,
then press Enter.
6. Click the Text item, then from the Toolbar, click Font .
7. Ser Family to Arial Black, Size to 14pt.
8. Add a List object to the page body.
9. From the Data\Source tab, add the following query items to the List object:
• Returned items (query) > Products: Product line and Product type
• Returned items (query) > Order method: Order method type
• Returned items (query) > Returned items fact: Return quantity

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 Unit 6 Focus reports using prompts

10. Ctrl-click <Product line> and <Product type>, then on the Toolbar, click
Group / Ungroup .
11. Click <Return quantity>, on the Toolbar click Summarize, then click Total.
12. Click <Product line>, then Ctrl-click <Product type> and <Order method
type>.
13. On the Toolbar, click More > Build prompt page.
Reporting creates a prompt page that asks the user about data items that you
selected, and creates filters for these prompts, and opens the new prompt page.
Task 2. Set behavior patterns for prompts
1. In the work area of the new prompt page, click the Product type value prompt.
2. From the Application bar, click Show properties (if required).
In the Properties pane, under GENERAL, double-click Cascade source, from
the list, select Product line, and then click OK.
The Product types available to choose from will depend on the Product line
selected when the prompt submits.
3. In the Properties pane, under GENERAL, ensure that Multi-select is set to
Yes, and that Auto-submit is set to No.
The user can select multiple product types, but the selection will not submit
automatically. Once all selections for the prompts are complete, the user must
submit the request by clicking Finish.
4. In the work area, click the Product line value prompt.
5. In the Properties pane, under GENERAL, in the Multi-select list, select No.
6. Under GENERAL, set the Auto-submit property to Yes.
The user can only select one product line, and the selection will be submitted
automatically.
7. In the work area, click the Order method type value prompt.
8. In the Properties pane, under GENERAL, in the Multi-select list, click No.
Task 3. Create a static value to select all order method type
values
1. With the Order method type value prompt still selected, under DATA, double-
click Static choices, and then click Add .

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 Unit 6 Focus reports using prompts

2. Type ALL for both the Use and Display values, click OK to close the Edit
dialog box. And then click OK to close the Static choices dialog box.
The value entered for static choices is case sensitive and should be entered the
exact same way in your filter expression.
You will specify what values to return when ALL is selected in the Order method
prompt.
3. From the Pages tab, click Page1.
4. Click anywhere in the List, from the Toolbar, click Filters > Edit Filters.
5. Click the Order method type filter, and then click Edit.
6. Replace and validate the existing expression with the following:
if (?Order method type?='ALL') then ([Order method type]=[Order method
type]) else([Sales (query)].[Order method].[Order method type] = ?Order
method type?)
Hint: You can drag ?Order method type? from the Parameters tab, and drag
[Order method type] from the Data items tab.
7. Choose any options for the prompts, then click OK to close the validation box.
8. Click OK to close the Detail filter expression dialog box, and then click OK to
close the Filters dialog box.
Task 4. Create a cover page
1. On the Pages tab, click Report pages, then click Add page .
2. Drag the new Page (Page2) above Page1.
3. In the Properties pane, under MISCELLANEOUS, modify the Name property to
CoverPage, and then press Enter.
4. Double-click CoverPage to open it.
5. In the Page body, click Add, then click Table . Accept the defaults and click
OK.
6. Click the left table cell, and then Ctrl-click the right table cell.
7. On the Toolbar, click the arrow beside Horizontal alignment options ,
then click Center .
8. Click the page body (anywhere on the page below the table), and then on the
Toolbar, click the arrow beside Vertical alignment options , then click
Middle .
Task 5. Create title and image for cover page
1. In the left table cell, click Add, then click Text item.
2. In the Text dialog box, type GO Data Warehouse - Revenue Generated, and
then click OK.
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 Unit 6 Focus reports using prompts

3. In the Toolbar, click Font, then set Family to Arial Black, Size to 16pt, and
Weight to Bold, then click OK.
4. From the Toolbox, expand LAYOUT, and then drag an Image object into the
right table cell.
5. Double-click the Image object, then in the Image Picker dialog, open the menu
beside the Browse button, then select samples/images.
6. Scroll down and double-click cover2.jpg.
7. In the Properties pane, under POSITIONING, double-click the Size & overflow
property.
8. Set the Width to 150 pixels, the Height to 75 pixels, and then click OK.
Task 6. Run the report and view details for specific products.
1. Run the report in HTML.
A section of the results appear as follows:

The Prompt page appears prompting for a Product line. The star icon indicates
that this selection is mandatory.
2. In the Product line prompt, click Camping Equipment.
The results for the Product type prompt update and appear as follows:

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 Unit 6 Focus reports using prompts

3. Under Product type, click Lanterns, and then Ctrl-click Tents.

The results for the Order method type prompt appear as follows:

4. In the Order method type prompt, click ALL, and then click Finish.
The report cover page appears.

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 Unit 6 Focus reports using prompts

5. Click Page down.

The results appear as follows:

6. Close the rendered report tab.

7. Leave the report authoring tab open for the following exercise.
Results:
You created a report that lets you analyze product returns. The report enabled
users to focus on specific product lines and product types within those
product lines. In particular, you focused on tent and lantern returns for all
order methods. You gave the report a cover page for a more professional
look.

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 Unit 6 Focus reports using prompts

Unit summary
• Identify various prompt types
• Use parameters and prompts to focus data
• Choose between prompt types
• Navigate between pages

Focus reports using prompts © Copyright IBM Corporation 2018

Unit summary

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 Unit 6 Focus reports using prompts

Exercise 1
Focus a report using value prompts

Focus reports using prompts © Copyright IBM Corporation 2018

Exercise 1: Focus a report using value prompts

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 Unit 6 Focus reports using prompts

Exercise 1:
Focus a report using value prompts
Company executives have asked you to create a report that shows revenue data by
product line where they can choose the region(s) and the year that they want the report
to include. They would like the prompts to show up on a separate prompt page.
To accomplish this:
• Using the GO data warehouse (query) package.
• Add a Combination chart (Clustered Bar and Clustered Line)
• Add the following query items:
• Default measure (y-axis):
• Sales fact: Revenue
• Categories (x-axis):
• Products: Product line
• Series (primary axis) - Bar Chart Type:
• Employee by region: Branch Region
• Series (primary axis) - Line Chart Type:
• Time: Year
• Create a prompt page with two value prompts:
• Branch region
• Year
• Create a cover page.
• Add a table with 2 columns and one row
• Add a title and company logo to the cover page.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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 Unit 6 Focus reports using prompts

Exercise 1: Tasks and Results

Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Visualization
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a chart, then create a prompt page and add
the Region prompt
• Create a new Blank report using the GO data warehouse (query) package.
• Add a Visualization > Combination > Clustered Bar and Clustered Line.
• Data pane: Navigate to Sales and Marketing (query)\Sales, and add:
• Sales fact: Revenue to the Default measure (y-axis).
• Products: Product line to the Categories (x-axis).
• Employee by region: Branch region to the Series (primary axis) > Bar Chart.
• Time: Year to the Series (primary axis) > Line Chart.
The results appear as follows:

• Click Pages > Prompt pages > Add page.

• Prompt pages: Open Prompt page1.
• Page body: Add a 2 by 2 Table, uncheck Maximize width.
• Table: In the first row first column, add a Text item: Choose Region(s):.

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 Unit 6 Focus reports using prompts

• Toolbox: Under PROMPTING, drag a Value prompt to the first row second
column.
• Prompt Wizard - Value prompt dialog box: Create a multi-select parameter
named RegionPrompt, based on Branch region (in Employee by region).
• Toolbox pane: Add a Text Item to the left of the value prompt.
• Toolbar: Click Font, and set Size to 14pt.
The results appear as follows:

Task 2. Add a Year prompt

• Table: In the second row first column, add a Text item: Choose Year:.
• Toolbox: Drag a Value prompt to the second row second column.
• Prompt Wizard - Value Prompt dialog box: Create a single-select parameter
named YearPrompt, based on Year.
• Click Next
• Create a parameterized filter: [Sales (query)].[Time].[Year]= YearPrompt.
• Click Next, and then click Finish.
• Properties: In the YearPrompt properties, under GENERAL, set the Select UI
to Radio button group.
• Table: Select cells of first column.
• Toolbar: Click Font, and set Size to 14pt.
The results appear as follows:

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 Unit 6 Focus reports using prompts

Task 3. Create a cover page (Optional)

As an additional challenge, create a cover page to give your report a finished look.
• Pages: Click Report pages.
• Toolbox: Add a Page to the Report Pages work area, above Page 1.
• Properties page: Change the Name property to CoverPage.
• Pages: Open CoverPage.
• Toolbox: Add a 2 column by 1 row Table to the work area.
• Toolbar: Set the VerticalAlignment of the page to Middle.
Task 4. Add a text item and image to the cover page
(optional)
This task will add a title and image to the cover page created in Task 3.
• Toolbox pane: Add a Text Item into the left table cell.
• Text box: Type GO Data Warehouse - Revenue Generated.
• Toolbar: Set text to Arial Black and 16pt.
• Toolbox pane: Expand LAYOUT and then drag an Image into the right table cell
• Toolbar: Double-click the image, under samples/images, select cover1.jpg,
The results appear as follows:
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 Unit 6 Focus reports using prompts

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 Unit 6 Focus reports using prompts

Task 5. Run the report.

• Toolbar: Run the report in HTML.
• RegionPrompt: Select Americas and Asia Pacific.
• YearPrompt: Select 2011.
• Cover Page: Go to the next page.
The results appear as follows:

You have created a report that shows revenue data by product line where users
can choose the region(s) and the year that they want the report to include. You
have put the prompts on a separate prompt page and created a cover page.
• Close the rendered report tab.
• Close all browser windows.

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 Unit 6 Focus reports using prompts

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Extend reports using calculations

Extend reports using

calculations

IBM Cognos Analytics (v11.0)

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Unit objectives
• Create calculations based on data in the data source
• Add run-time information to the reports
• Create expressions using functions

Extend reports using calculations © Copyright IBM Corporation 2018

Unit objectives

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Derive additional information from the data source

Query Calculations

Employee Revenue Sales Variance Percent

name target of Goal

Australia
Alice Walter 19,040,701.32 16,834,700 2,206,001.32 113%
Dave Smythe 16,652,383.41 15,084,300 1,568,083.41 110%

Expression Definition Expression Definition

[Revenue]-[Sales target] [Revenue]/[Sales target]

Extend reports using calculations © Copyright IBM Corporation 2018

Derive additional information from the data source

Create calculated columns based on existing items in the model using query
calculations.
Calculations can be added to a list, crosstab, or chart, as well as to the body, headers,
and footers.
Including calculated data items can help provide further insight into your data.
Create a calculated column to make a report more meaningful by deriving additional
information from the data source. For example, you create an invoice report, and you
want to see the total sale amount for each product ordered. Create a calculated column
that multiplies the product price by the quantity ordered.
If an expression is used in multiple reports, or used by different report authors, ask your
modeler to create the expression as a standalone object in the model and include it in
the relevant package.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Add run-time information to your report

Layout calculation returns the run date for this report

Extend reports using calculations © Copyright IBM Corporation 2018

Add run-time information to your report

Use a layout calculation to add runtime information to your report.
Layout calculations can include run-time information such as current date, current time,
and user name.
You can create a query or layout calculation by inserting a calculation in to your report
and then writing the expression in the Expression Editor.
To build the expression use the:
• Source tab to find all query items available from the package.
• Data Items tab to find the query items currently found in your report.
• Functions tab to find operators, summaries, constants, and constructs to create
the expression you want to display your customized data.
• Parameters tab to find query items used for prompts and parameters within the
report.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Add Date/Time functions to your report

current_date returns
today's date

_first_of_month() function returns the first

day of the month in the date expression

If current_date is October 15, 2012, then the filter would return

data for all dates starting at, and greater than October 1, 2012.

Extend reports using calculations © Copyright IBM Corporation 2018

Add Date/Time functions to your report

Use date and time functions in calculations and filters to query on specific dates and
times in your report.
Date/Time functions can be used to build dates, or to filter the report for specific dates.
A useful date/time function is the extract() function which returns an integer
representing the value of datepart (year, month, day, hour, minute, second) in your
datetime expression.
Date/Time functions can be found under the Business Date/Time Functions folder,
Vendor Specific Functions folder or the Common Functions folder. If you are going to
use vendor specific functions, ensure that they are specific to the database that is
currently being queried.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Not all data sources support functions the same way. The data modeler can set a
quality of service indicator (icon appearing beside some functions) on functions to give
a visual clue about the behavior of the functions. Report authors can use the quality of
service indicators to determine which functions to use in a report. The quality of service
indicators are:
• (X) not available -This function is not available for any data sources in the
package.
• (!!) limited availability -The function is not available for some data sources in the
package.
• (!) poor performance -The function is available for all data sources in the package
but may have poor performance in some data sources.
• (no symbol) unconstrained -The function is available for all data sources.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Add string functions to your report

• Use string functions in calculations and filters in your report to
manipulate text data.

Trim() function being used to

remove spaces from the end
of each product line.

Extend reports using calculations © Copyright IBM Corporation 2018

Add string functions to your report

Use string functions in calculations and filters in your report to manipulate text data..
Some examples of string functions include:
• substring() function to return part of a string
• trim() function removes specific characters from the beginning or end of a specific
text data item
• upper() function changes the text returned to be in uppercase
• lower() function changes the text returned to be in lowercase
String functions can be found under the Common Functions folder, or Vendor Specific
Functions folder. For the above slide, if the product line is ‘Golf Equipment ‘ (with a
space at the end) in the database, the report author would get unexpected results if
they queried the database and was doing a comparison against ‘Golf Equipment’
(without a space at the end). This is a real world example where the trim() function
should be used to remove trailing spaces before doing a comparison.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Demonstration 1
Add calculations to a report

Extend reports using calculations © Copyright IBM Corporation 2018

Demonstration 1: Add calculations to a report

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Demonstration 1:
Add calculations to a report

Purpose:
You have been asked to create a report that will return revenue and planned
revenue for product lines for January 2010. In addition to looking at actual
revenue versus planned revenue, users want to see a percentage for how
much of the planned revenue was met. The report should also display the date
that the report is run.
Portal: http://vclassbase:9300/bi
User/Password: brettonf/Education1
Package: Team content \Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list and include a calculated column for
percent of goal.
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List to the report
3. From the Source tab, add the following query items to the new list report object:
• Time: Date
• Products: Product line
• Sales fact: Revenue, Planned revenue

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

4. From the Toolbox, expand TEXTUAL, and then drag a Query calculation to
make it the last column.
The Data item expression dialog box appears.
5. In the Name field, type Percent of Goal, and then create and validate the
following expression:
[Revenue]/[Planned revenue]
Hint: Drag Revenue and Planned revenue form the Data Items tab.
6. Click OK.
This column will show the percentage of revenue achieved for each product line
on each day.
Task 2. Add a detail filter to filter dates.
1. On the toolbar, click Filters, Edit Filters, and then click Add.
2. Click Advanced, and then OK.
3. Create and validate the following expression:
[Date] between _first_of_month(2010-01-01) and _last_of_month
(2010-03-31)
Hint: Drag [Date] from the Data items tab. Drag ‘between’ from the Functions
tab, from the Operators folder. And drag _first_of_month and _last_of_month
from the Functions tab, from the Business Date/Time Functions folder.
Data items selected from the Source tab will be calculated and summarized
after aggregation, whereas data items selected from the Data Items tab will be
calculated and summarized before aggregation.
This filter will return dates between January 1, 2010 and March 31, 2010 (First
quarter of 2010). The _first_of_month() function returns the first day of the
month in the date expression, while the _last_of_month() function returns the
last day of the month in the date expression. You can use any date for the
expression as long as it’s in the proper format. Make sure that there is a space
between each function.
4. Click OK to close the expression dialog box, and then click OK to close the
Filters dialog box.
Task 3. Format the data in the list.
1. In the work area, click the <Date> list column body.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

2. On the toolbar, click Sort > Edit Layout Sorting, and sort by Date then Product
line by dragging them from Data items pane, then click OK.

3. Click the <Percent of Goal> list column body, then on the toolbar click
Summarize, and then click Calculated .

Calculated is applied if the data item expression:

• contains a summary function
• is an ‘if then else’ or ‘case’ expression that contains a reference to at least a
modeled measure in its condition
• contains a reference to a model calculation or to a measure that has the
Detail aggregation property set to a value other than Unsupported
• contains a reference to at least one data item that has the Summary
aggregation property set to a value other than None
4. Click the <Percent of Goal> list column body, and Ctrl-click the
<Calculated(Percent of Goal)> footer, then from the Toolbar, click Data
format .
5. In the Format type list, select Percent, and then click OK.
Task 4. Add run-time information to the report.
You want to display the run date of the report under the title of the report.
1. To add the page header, click anywhere in the work area around the list, then
from the toolbar click More > Headers & footers > Page header & footer,
check Header, and click OK.

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2. In the page header, click Add , then click Table , with 1 column and 2
rows, and click OK.

3. In the top cell, click Add , then click Text item . Type 2010-First
Quarter Sales Figures and Overall Calculated Percent of Goal, and click
OK.
4. Click the Text item, and from the toolbar, click Font, and set size to 14pt.
5. Add a Text item into the bottom table cell, type Report run date:, press the
spacebar, and then click OK.
6. From the Toolbox, drag a Layout calculation to the right of the text item.
7. Create and validate the following expression:
AsOfDate()
Hint: Drag AsOfDate from the Functions tab, from the Report Functions folder.
8. Click OK.
9. Run the report in HTML.
A section of the results appear as follows:

10. Click Bottom to see that the report includes all of the months of the first quarter,
and the overall calculated percent of goal.
11. Close the rendered report tab.
Task 5. Overwrite query expression.
1. Double-click the <Percent of Goal> list column body to open the expression
dialog box.
2. Overwrite the current expression using query items from the Source tab as
follows: [Sales (query)].[Sales fact].[Revenue] / [Sales (query)].[Sales
fact].[Planned revenue]
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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Hint: Drag the data items from the source tab.

3. Validate, and then click OK.
4. Run the report in HTML.
A section of the results appear as follows:

The Percent of Goal calculation does not match because the timing of the
aggregation is different.
5. Close the rendered report tab.
6. Click <Percent of Goal> list column body.
7. In the Properties pane, under the DATA ITEM section, change the
Detail aggregation function to Calculated.
8. Run the report in HTML. Now the expression returns the correct results.

9. Close the rendered report tab.

10. Leave the report authoring tab open for the next demonstration.
Results:
You created a report to show revenue and planned revenue and the
percentage of planned revenue that was achieved for product lines for the
first quarter of 2010. You also included the date when the report was run.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Display prompt selections in report titles

• You should display information in the report title that describes the
prompt option a user selects.

Sales region
Report title: if the user Report title: if the user does
selects to view only not select a prompt option
data for the Asia Pacific and therefore views data for
sales region all sales regions

Quantity Sold in Quantity Sold in All

Asia Pacific Sales Regions

Extend reports using calculations © Copyright IBM Corporation 2018

Display prompt selections in report titles

Usually, you will display the selected prompt option in the report title; to remind the user
about selected options that resulted in this report output.
Add a layout calculation to the report title that returns a different value depending on the
prompt option a user selects.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Demonstration 2
Display prompt selections in the report title

Extend reports using calculations © Copyright IBM Corporation 2018

Demonstration 2: Display prompt selections in the report title

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Demonstration 2:
Display prompt selections in the report title

Purpose:
You have been asked for a report that displays the quantity of products sold
for each order year. You also need to display all product lines in uppercase.
The report should contain an optional prompt that lets users view data by
sales region. Add a report title that indicates which sales region users select
in the prompt. It should also indicate if they do not select a region as well. You
will use a layout calculation to display the report title.
Portal: http://vclassbase:9300/bi
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the crosstab and edit the expression to return
product line values in uppercase.
1. Create a new Blank report using the GO data warehouse (query).
2. Add a Crosstab object to report page.
3. From the Source tab, add the following query items to the new crosstab report
object:
• Rows area:
• Products: Product line, Product type (nested to the right of Product line)
• Columns area:
• Time: Year
• Measures area:
• Sales fact: Quantity

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

4. Click the <#Year#> crosstab node member, then from the toolbar, click Sort >
Ascending.

5. Click the <#Product type#> crosstab node member, then from the toolbar, click
Summarize, and then click Total.
6. On the crosstab, click Total.
7. In the Properties pane, under TEXT SOURCE, change Source type to
Data item value.
8. In the Properties pane, under TEXT SOURCE, change Data item value to
Product line.
9. In the crosstab, double-click <#Product line#>.
10. Update and validate the existing expression as follows:
upper([Sales (query)].[Products].[Product line])
11. Click OK.
Task 2. Add an optional parameter.
You will now add an optional filter containing a parameter that lets users specify
the sales region for which they want to view data.
1. Select the entire crosstab, the on the toolbar, click Filters > Edit Filters.
2. In the Detail Filters tab, click Add, select Advanced, and then click OK.
3. From the Available Components pane, expand Sales and Marketing (query),
Sales (query), and then expand Employee by region.
4. Create and validate the following expression (validate using Americas):
[Sales (query)].[Employee by region].[Branch region]=?Region?
5. Click OK to close the validation dialog box, and then OK to close the Detail
filter expression dialog box.
6. In the Filters dialog, select the filter you added, click Optional, then click OK.
You will run this report to test the prompt.
7. Run the report in HTML.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

8. At the prompt, select Asia Pacific, and then click OK.

A section of the results appear as follows:

The report displays data only for the Asia Pacific region.
Notice that the Total line caption now reflects the product line that it summarizes
and that all Product line titles are uppercase.
9. Close the rendered report tab.
Task 3. Display the parameter value in the report title.
To give this report some context, you want the region selected to appear in the
report title. If no region is selected, you want the report title to indicate that the
data displayed represents quantity sold in all regions.
1. To add the page header, click anywhere in the work area around the crosstab,
then from the toolbar click More > Headers & footers > Page header & footer,
check Header, and click OK.

2. In the page header, click Add , then click Text item . Type
Quantity Sold in, press the spacebar, and then click OK.
You will create a layout calculation to display the prompt option selected in the
report title.
3. From the Toolbox, expand TEXTUAL, and then drag a Layout calculation
object to the end of the report title.
You will create an expression that specifies that if a parameter value is selected,
the layout calculation should show the display value for the selected parameter
value. Otherwise, the layout calculation should show All Regions.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

4. Create and validate the following expression:

if(ParamDisplayValue('Region')<> ' ') then (ParamDisplayValue('Region'))
else 'All Regions'
Hint: Drag ‘if then else’ from the Functions tab, under the Constructs folder. And
Drag the ‘Region’ parameter from the Parameter tab to get
ParamDisplayValue('Region').
The empty quotes represent no display value. This will be the case when the
prompt is optional and the user does not select anything.
5. Click OK to close the expression editor dialog box.
You will format the layout calculation text to look like the report title text.
6. Click an empty space in the page header, then from the toolbar click Font, then
set Family to Arial Black, Size to 16pt, and Weight to Bold.
Task 4. Test the prompt.
1. Run the report in HTML.
2. On the prompt page, ensure that Branch region is selected, and then click OK
to run the report.
A section of the results appear as follows:

The report title explains that this report contains data about quantity sold in all
regions.
3. Close the rendered report tab, and then run the report in HTML.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

4. On the prompt page, select Asia Pacific, and then click OK.
A section of the results appear as follows:

The report title explains that this report contains data about quantity sold in
Asia Pacific.
5. Close the rendered report tab.
6. Leave the report authoring tab open for the following exercise.
Results:
You created a report that displays the quantity sold for products by order
year. You also displayed all product lines in uppercase. Users have the option
to select a region for which to view data. To add context to the report, the
user's prompt selection appears in the report title, by using a layout
calculation.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Unit summary
• Create calculations based on data in the data source
• Add run-time information to the reports
• Create expressions using functions

Extend reports using calculations © Copyright IBM Corporation 2018

Unit summary

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Exercise 1
Sales percent by sales representative and country

Extend reports using calculations © Copyright IBM Corporation 2018

Exercise 1: Sales percent by sales representative and country

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Exercise 1:
Sales percent by sales representative and country
Sales management would like to improve overall product line sales. To do this they
need to start with a report that shows which product lines each salesperson (sales
representative, or sales rep) tends to sell the most of. Sales management would like to
be able to also filter by specified year and country or countries.
To accomplish this:
• Create a new list report using the GO data warehouse (query) package.
• Add the following query items to the list report object:
• Employee by region: Country
• Employee by region: Employee name
• Time: Year
• Products: Product Line
• Sales fact: Revenue
• Add a calculated column called EmpRevPercent.
• Group Country, Year and Employee Name.
• Create a header using Country.
• Summarize the Revenue by Total and format the data as $(USD).
• Add an EmpRevPercent summary row and format as a percent.
• Format summary row to display the data item value.
• Create a Year parameter.
• Add a prompt to allow users to focus on one or more countries.
• Add a report title.
• Run the report and then focus on information for Canada and the United States,
and for the year 2012.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Exercise 1: Tasks and Results

Portal: http://vclassbase:9300/bi
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Template: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list and add a calculated column.
• Create a new Blank report using the GO data warehouse (query) package.
• Add a List object to the page.
• Source tab: Add the following query items to the list data container:
• Employee by Region: Country.
• Time: Year.
• Employee by Region: Employee name.
• Products: Product line.
• Sales fact: Revenue.
• Toolbox: Create and validate the EmpRevPercent query calculation, and add it
to the end of the list:
[Revenue]/Total([Revenue] for [Country]).
Note: You can drag the Total function from the Function tab, Summaries folder.
You can also drag Revenue and Country from the Data Items tab.
The results appear as follows:

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Task 2. Group and summarize the report.

• Toolbar: Group <Country>, <Year> and <Employee name>.
• Create a header using the <Country> column, and delete the redundant column.
• Summarize <Revenue> by Total.
Task 3. Format the data.
• Toolbar: Format all of the <Total(Revenue)> summary cells for
$(USD) currency.
• Summarize the <EmpRevPercent> by Calculated.
• Format all of the <EmpRevPercent> cells and <Calculated(EmpRevPercent)>
summary cells for Percent.
Task 4. Add a parameter and a prompt.
• Toolbar: Create and validate the following advanced filter expression:
[Year] =?Year?. (Validate using 2012)
• Toolbox tab: To the left of the list data container, create a multi-select
Value prompt, named Countries, based on the Country query item.
• Add a Prompt button to the right of the value prompt.
• Properties pane: Change the Prompt button type to Finish.
A section of the results appears as follows:

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Task 5. Add a report title and run the report.

• Add a page header
• Add a Text item to the header: Sales Percent by Sales Rep and Country.
• Toolbar: Run the report in HTML.
• Year Parameter: Type 2012.
• Value Prompt: Select Canada and United States.
The results appear as follows:

You have created a report that shows which product lines each sales person
tends to sell the most of. The report is focused on a specified year and country or
countries.
• Close the rendered report tab.
• Sign out of IBM Cognos Analytics.
• Close all browser windows.

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 U n i t 7 E xt e n d r e p o r t s u s i n g c a l c u l a t i o n s

Additional information: Some common functions

• cast ( expression , datatype_specification ) Converts "expression" to a
specified data type. Some data types allow for a length and precision to be
specified. Make sure that the target is of the appropriate type and size
• char_length (string_expression ) Returns the number of logical characters in
"string_expression". The number of logical characters can be distinct from the
number of bytes in some East Asian locales.
• current_date Returns a date value representing the current date of the computer
that the database software runs on.
• current_time Returns a time with time zone value, representing the current time
of the computer that runs the database software if the database supports this
function. Otherwise, it represents the current time of the computer that runs IBM®
Cognos® Analytics software.
• floor ( numeric_expression ) Returns the largest integer that is less than or equal
to "numeric_expression".
• localtime Returns a time value, representing the current time of the computer
that runs the database software.
• mod ( integer_expression1, integer_expression2 ) Returns the remainder
(modulus) of "integer_expression1.
• position ( string_expression1 , string_expression2 ) Returns the integer value
representing the starting position.
• substring ( string_expression , integer_expression1 [ , integer_expression2 ] )
Returns the substring of "string_expression" that starts at position
"integer_expression1" for "integer_expression2" characters or to the end of
"string_expression" if "integer_expression2" is omitted. The first character in
"string_expression" is at position 1.
• trim ( [ [ trailing|leading|both ] [ match_character_expression ] , ]
string_expression ) Returns "string_expression" trimmed of leading and trailing
blanks.
• upper ( string_expression ) Returns "string_expression" with all lowercase
characters converted to uppercase.
• percentage ( Returns the percent of the total value for selected data items.
• total ( Returns the total value of selected data items.
• between Determines if a value falls in a given range.

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Use additional report building techniques

Use additional
report building techniques

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 Unit 8 Use additional report building techniques

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 Unit 8 Use additional report building techniques

Unit objectives
• Enhance report design with report objects
• Reuse objects within the same report
• Share layout components among separate reports
• Discuss report templates
• Handle reports with no available data

Use additional report building techniques © Copyright IBM Corporation 2018

Unit objectives

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 Unit 8 Use additional report building techniques

Enhance report design

• Use padding, margins, and blocks

to create white spaces
• set properties on the highest level item
• avoid fixed size objects

40%

Gross Profit by Product

Padding Border Margin

Use additional report building techniques © Copyright IBM Corporation 2018

Reports may have headers and footers. Determine what objects to use based on the
kind of information you want to display, and how it should appear. If information applies
to the entire report and should appear on every page, place it in the header or footer.
Properties applied to an object will also be applied to any child items (this is called:
Property Inheritance). Therefore, it is best to set styling properties at the highest level.
Use the Select Ancestor button on the title bar of Properties pane to help determine the
level at which to apply settings.
Applying properties at the highest level saves time and effort. For example, if you set
the font type for a list object then all items in the list or added to the list will inherit the
same font.
Avoid fixed size objects because they are rigid (not flexible) and may not work with your
overall design.
If objects have borders, use margins to make the objects look spaced apart.
An empty block does not add space between objects. The block must contain an
object, or you must specify the padding of the block to use the block for spacing.

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 Unit 8 Use additional report building techniques

Add objects
• Add, format, and organize objects to enhance the appearance of
reports.

Table
Text Item (2 columns, 1 row) Image

Block with
Text Item

Use additional report building techniques © Copyright IBM Corporation 2018

Add objects
You can format items and objects to change their size, shape, location, and behavior
according to your needs.
You can use text items to communicate relevant information about the report to its
users.
You can add a background image to a data frame object like a list or crosstab, a cell in
a table, or to the entire page. It is important to be aware that a background image can
obscure the data in the report to some degree.

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 Unit 8 Use additional report building techniques

Organize objects using tables

• Add a table to a page to hold and organize objects such as titles, list,
images, and charts.

Table with
2 rows ( ) and
2 columns ( )

Use additional report building techniques © Copyright IBM Corporation 2018

Organize objects using tables

On report pages you add data frame objects (lists, crosstabs, charts, etc.) along with
other objects. Tables are used to organize objects, such as text beside an image.
You need tables to control where objects are placed. Unlike some graphics software,
you cannot place objects anywhere on the work area.

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 Unit 8 Use additional report building techniques

Break a report into sections

Grouping Sectioning

Use additional report building techniques © Copyright IBM Corporation 2018

Break a report into sections

Create sections in a report to show grouped information in separate report objects. This
makes information easier to locate, and lets you view data for one group of items at a
time.
Creating sections is similar to grouping on a query item. The difference is that section
headers and footers appear outside the list, crosstab, or chart.
Create separate lists, crosstabs, or charts for specific query items by creating a section
header.
When you run the report, separate sections appear for each value.
To remove section headers or footers, click the header or footer, and then from the
Structure menu, click List Headers & Footers, clear the appropriate checkboxes, then
the item will disappear from the report.

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 Unit 8 Use additional report building techniques

Convert a list to a crosstab

• Condense a report and view data from a different perspective by
converting a List to a Crosstab.

Convert a list object to a crosstab object

Use additional report building techniques © Copyright IBM Corporation 2018

Convert a list to a crosstab

When you convert a List to a Crosstab, the List columns you select become columns
and nested columns in the Crosstab, and the unselected columns become rows and
nested rows.
If you have one measure, it becomes the cells of the Crosstab. If you have more than
one measure, then the measures will appear as columns.

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 Unit 8 Use additional report building techniques

Reuse objects within the same report

• Reuse objects using the Layout Component Reference
• You can change the contents of a reused object by overriding the child
components and replacing them with other objects.

Formatted block
Header
containing text

Copy of the header block

Footer Please contact Sales Manager for more details
containing different text

Use additional report building techniques © Copyright IBM Corporation 2018

Reuse objects within the same report

To reuse an object, it must have a name.
You can reuse objects from the same report, or from another report.
If you reuse an object that contains other objects, you can replace (override) the child
objects with different objects to customize your report, but these child objects must
have names. You can override (replace) an object with another object of a different
type, e.g. replacing an Image with a Text item.

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 Unit 8 Use additional report building techniques

Demonstration 1
Reuse objects within the same report

Use additional report building techniques © Copyright IBM Corporation 2018

Demonstration 1: Reuse objects within the same report

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 Unit 8 Use additional report building techniques

Demonstration 1:
Reuse objects within the same report

Purpose:
You have been asked to add some descriptive information to a sectioned
report. The report must include a title on each page describing the contents of
the report, and information about whom to contact if users have any
questions.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Blank
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Add a list to a blank page.
1. Create a new Blank report using the GO data warehouse (query) package.

2. On the work area, click Add , and then click List

3. Click OK to accept the Object and query name defaults.
4. From the Data/Source tab, add the following query items to the new List object:
• Employee by region: Country
• Products: Product line
• Time: Year
• Sales fact: Revenue
5. Click the <Revenue> list column body, click Summarize > Total.

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 Unit 8 Use additional report building techniques

Task 2. Section data and convert to a crosstab.

1. Click the <Country> list column body, then on the toolbar, click
Section / unsection > Section / unsection .
There is now a separate list displayed for each country.
2. Run the report in HTML.
The report is sectioned at the Country level; however, it is difficult to interpret.

3. Close the rendered report tab.

4. Click the <Year> list column body, then on the Toolbar, click More >
Pivot List to Crosstab.

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 Unit 8 Use additional report building techniques

5. Run the report in HTML.

A section of the results appear as follows:

Because you selected Year before you converted the List into a Crosstab, it
now appears in columns. Product line appears on rows, and Revenue, because
it can be aggregated, appears as measures on the report. You can now
interpret the data more quickly.
6. Close the rendered report tab.
Task 3. Add a header and footer, and add objects to the
header.
1. Click below the Crosstab to select the Page body.
2. From the Toolbar, click Headers & footers > Page header & footer, select the
Header and Footer checkboxes, and then click OK.
3. In the Page header, click Add, then click Block.
4. From the Toolbox, drag a Text Item onto the Block object in the Page header.
5. In the Text field, type Product Line Sales by Year, and then click OK.
Task 4. Apply style to the header block and text.
You will format the objects that you added to the header.
1. With the Text item still selected, from Toolbar, click Font, and change the
Family to Arial Black, Size to 16pt, and Foreground Color to White.
2. Click the Page header block, then on the Toolbar, click the Background color
options arrow next to , click the Basic colors tab, and then click Teal.
The result appears as follows:
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 Unit 8 Use additional report building techniques

The report contains a header with the title that you specified. It has been
formatted according to the properties you have set.
You now want to reuse the objects that you created and formatted to avoid
repeating steps in building the footer.
Task 5. Specify unique object names.
1. Click the header block, in the Properties pane, under MISCELLANEOUS, in
the Name property, type Title Block, and then press Enter.
2. Click the header text, in the Properties pane, under MISCELLANEOUS, in the
Name property, type Title Text, and then press Enter.
If you try to assign a name that is not unique, Reporting displays a warning
message informing you that the name must be unique.
Hint: If you select an element of the report, such as a column in a list, and want
to deselect it, press Esc on your keyboard.
Task 6. Reuse the header block and change the text in the
footer.
1. From the Toolbox, expand the ADVANCED section, drag a Layout
component reference object into the footer.
To reuse an object in the footer, you need to specify the object to be referenced.
You can choose from the two objects to which you have previously assigned
names, as well as the list containing the crosstab. In this case, you will select
the block object because it also contains the text item object.
2. Under Available components to reference, click Title Block, and then
click OK.
The footer now contains the same object and formatting as the header.
3. Click the text in the footer.
In the Properties pane you can only select the layout component reference
object and not the Block nor the Text item objects individually. This is because it
is referencing the Block object in the header. Remember, the Block object in the
header is where the Tet item is defined, it is not defined in the footer.
You want to change the text in the footer to include contact information.
4. In the Properties pane, click Overrides, and then click the ellipsis.
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 Unit 8 Use additional report building techniques

5. In the Overrides dialog box, select the Title Text checkbox, and then click OK.
The layout component reference object in the footer no longer contains text.
Only the referenced block object remains.
6. Drag a Text item object into the component override area of the footer block,
type Please contact Sales Manager for more details, and then click OK.
7. Click the text item object in the footer, and then change the font to 12 pt, Bold,
and Foreground color of White.
8. Run the report in HTML, and then click Bottom to view the footer.
A section of the results appear as follows:

This is a simplified example of reusing report objects. This technique might be

best for reusing an object with numerous format properties applied.
You can also reuse objects between different reports, this will be presented later
in this unit.
9. Close the rendered report tab.
10. Leave the report authoring tab open for the next demonstration.
Results:
You enhanced the Product Line Sales by Year report by adding a header and
footer. To build the footer and to minimize your work, you reused objects from
the header.

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 Unit 8 Use additional report building techniques

Share layout components among separate reports

• In Reporting, you can reuse layout components in different reports.
• You can choose to update shared layout objects manually or
automatically.
• Be sure to name each layout component you want to reuse in other
reports.
• Create a report containing all the objects you want to reuse in different
reports, and then use it as an object library.

Use additional report building techniques © Copyright IBM Corporation 2018

Share layout components among separate reports

Instead of creating new layout components (such as page headers) for each report, you
can create an object in one report and then reuse it in different reports. Reusing layout
components saves you time and lets you apply standard company formatting to
multiple reports.
By default, reused objects are automatically updated each time the report is run. This
means that when you open or run a report containing a reused object, if the object has
been changed in the source report, this change will reflect in your report.
If you want a reused object to be updated manually instead of automatically, change
the Embed property of the Layout component reference from Reference to Copy.
When you reuse a layout object in a different report, you can override child objects
within this object (such as a Text item in a page header object) if the child objects have
been named in the source report.

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 Unit 8 Use additional report building techniques

Shared objects are stored in the layout component cache. The cache contains the
definitions of the shared objects. When you open a report that contains Layout
component reference objects, the report(s) containing the shared layout objects is
opened and the definitions are copied into the Reporting cache. Object names cannot
contain white spaces and must begin with a letter. When you override child objects, you
can replace the child object with any other object, not just an object of the same type.
For example, if the child object is a Text item, you can replace it with an Image.

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 Unit 8 Use additional report building techniques

Demonstration 2
Reuse layout components in a different report

Use additional report building techniques © Copyright IBM Corporation 2018

Demonstration 2: Reuse layout components in a different report

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 Unit 8 Use additional report building techniques

Demonstration 2:
Reuse layout components in a different report

Purpose:
To save time when creating new reports, you will create one report containing
a standard page header that can be used in many. Next, you will create one
report that will reuse this page header.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Blank
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a report with a page header that can be
reused in other reports
1. Create a new Blank report using the GO data warehouse (query) package.
2. On the work area, click Add, and then click Table.
3. Create a table with 3 columns and 1 row.
Because you want to reuse this table as a page header in other reports, you will
name the table object.
4. In the Application bar, click Show properties .
5. In the Properties pane, under MISCELLANEOUS, in the Name property, type
StandardPageHeader, and then press Enter.
You want to add your company logo to the left side of the page header.
6. From the Toolbox, expand LAYOUT, and then drag an Image object to the left
cell of the table.
7. Double-click the Image object.
8. In the Image Picker dialog, from the drop-down list, select samples/images.
9. In the images, scroll down and double-click go_logo_small.jpg.

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 Unit 8 Use additional report building techniques

10. Click the center cell of the table, then from the Toolbar, click Font .
11. In the Font dialog, set Family to Arial Black, Size to 16pt, and Weight to Bold,
the click OK.
You want to add a text item in the middle of the page header that can be used
to add a report title.
12. In the center cell of the table, click Add, then click Text item, then click OK to
close the Text dialog box without adding any text.
You will not specify the text to be used yet, because this will be different for
each report. You will name this text object so that it can be overridden when the
page header is reused in other reports.
13. With the Text Item selected, in the Properties pane, under
MISCELLANEOUS, set the Name property to: ReportTitle, then press Enter.
Task 2. Add additional details to the page header, and save
the report
You want to add date and time information to the report header.
1. In the right cell of the table, click Add, then click Table.
2. Set Number of columns to 1, Number of rows to 2, and then click OK.
3. From the Toolbox, from the TEXTUAL section, drag a Layout calculation to
the first cell of the Table you added in the previous step.
4. In the Report expression dialog box, click the Functions tab, expand
Report Functions, then drag AsOfDate to the Expression Definition pane.
5. Validate the expression, and then click OK to close the Report expression
dialog box.
You want to add a time stamp, to appear in the bottom-right corner of the page
header.
6. From the Toolbox, drag another Layout calculation object to the bottom cell of
the table you added previously.
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 Unit 8 Use additional report building techniques

7. Click the Functions tab, expand Report Functions, and then drag AsOfTime
to the Expression Definition pane.
8. Validate the expression, and then click OK to close the Report expression
dialog box.
9. From the Application bar, click Save .
10. Navigate to My content, in the Save as box type Layout Library, and then
click Save.
Task 3. Create a second report that reuses the standard page
header
1. In the side bar, click Home to return to the Welcome page.
2. Create a new Blank report using the GO data warehouse (query) package.
3. Click in the work area, then in the Toolbar, click More > Headers & footers
> Page header & footer.
4. In the Page header & footer dialog, select Header, then click OK.
5. From Toolbox, expand ADVANCED, then drag a Layout component
reference object to the page header.
6. In the Component reference dialog, select Another report, then click the
ellipsis , and then navigate to My Folders.
7. Click Layout Library, and then click Open.
8. Add a Block to the work area.
9. From the Toolbox, drag a List to the right of the Block, accepting the defaults.
10. Under Available components to reference, click StandardPageHeader, then
click OK.
The Table from the Layout Library report appears. You want to customize the
report.

11. With the Layout component reference object selected, in the Properties pane,
under GENERAL, double-click the Overrides property.
The Overrides dialog box appears. Because you gave the report title text object
a distinct name, you can now override its contents in the shared page header.
12. Select the ReportTitle checkbox, and then click OK.
13. From the Toolbox, drag a Text Item onto Drop item to override component
child in the center cell of the header.
14. In the Text dialog box, type Quantity by Order Method, and then click OK.

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 Unit 8 Use additional report building techniques

Task 4. Add data to the new report and format the report
1. In the Page body, click Add , then click List , then click OK.
2. From Data > Source tab, expand the Sales and Marketing (query) folder,
and then expand the Sales (query) namespace.
3. Add the following query items to the List:
• Order method: Order method type
• Sales fact: Quantity

4. Save the report to the My content folder, as Quantity by Order Method.

5. Run the report in HTML.
The results appear as follows:

The header you created in the Layout Library report displays the title that you
added to this report.
6. Close the rendered report tab.
Task 5. Modify the shared page header and observe the
results
1. In the Page header of the List report, click the Layout component reference
object.
In the Properties pane, the Embed property is set to Reference. This means any
changes made to the shared page header in the Layout Library source report
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 Unit 8 Use additional report building techniques

will be automatically applied in this report. You will now modify the shared page
header in the source report.
2. On the Application bar, click the down arrow next to the report title.
3. Click Remove beside the current report, to close it and return to the Layout
Library report.
4. In the Page header, click <%AsOfTime()%>, and then press Delete.
5. On the Application bar, click Save.
6. In the side bar, click Home to return to the Welcome page.
7. Click My content , then right-click the Quantity by Order Method, then click
Edit report.
When the report is opened, you can see that changes in the Library Report
have reflected automatically in your report, as seen in the top right corner.
8. Run the report in HTML.
The result appears as follows:

9. Close the rendered report tab.

Task 6. Manually update changes to the shared page header
You decide you do not want changes to the page header in this report to be
applied automatically when the header changes in the source (Layout Library)
report.
1. In the Quantity by Order Method report, in the page header, click the
Layout component reference object.
2. In the Properties pane, under GENERAL, change the Embed property to
Copy.
3. Save the report.
4. Open the Layout Library report, from My content.
5. In the Page header, drag the Image object from the left cell, to the center cell,
so that it appears to the right of the title.
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 Unit 8 Use additional report building techniques

6. In the table, in the center cell, click and drag the Text object into the left cell.
7. Save the report.
8. Open the Quantity by Order Method report from My content.
Although you switched the order of the image and text objects in the source
report, this change is not reflected in the page header in this report. To make
the page header in the Quantity by Order Method report consistent with the
standard page header you created in the Layout Library report, you will now
manually update the shared page header.
9. In the report, in the Page header, click the Layout component reference
object, from the Properties pane, under GENERAL, change the Embed
property to Reference.
The page header is now updated with the changes made in the Layout Library.
10. Save the report.
11. Leave report authoring tab open for the next demonstration.
Results:
You created and reused a standard page header and then compared
automatically and manually updating the reused page header when it changed
in the source report.

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 Unit 8 Use additional report building techniques

Handle reports with no data

• When a query returns no data, you can provide alternate content or
remove the data frame from the report.

Message

List

Use additional report building techniques © Copyright IBM Corporation 2018

Handle reports with no data

Each data frame (e.g. List, Crosstab, Chart.. etc.) has a property called No data
contents. When this is set to Content specified in the no data tab, a new frame appears
that you can populate with a text message, or an alternate data frame, and so on.
Each data frame also has a Render page when empty property. When this property is
set to No on all data containers on the page, and they all have no data to display, the
page does not render, and Cognos will skip it to the next page.

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 Unit 8 Use additional report building techniques

Demonstration 3
Explore options for reports that contain no data

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Demonstration 3: Explore options for reports that contain do data

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 Unit 8 Use additional report building techniques

Demonstration 3:
Explore options for reports that contain no data

Purpose:
You want to create a report with three pages showing different methods of
handling no data being returned. The first page will show default data
handling, the second page will not display when the list is empty, and the
third page will generate a custom message to replace the empty container.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List and Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create a List and a Crosstab
1. Create a new Blank report using the GO data warehouse (query) package.
2. Click Add, then List to add a List to the page body.
3. From the Data > Source tab, add the following query items to the new List:
• Products: Product line
• Time: Year
• Sales fact: Revenue

4. From the Toolbox, add a new Crosstab to the right of the List.
5. From the Query Name list, click Query1, and then click OK.
6. From Data > Data Items, add the following query items to the new Crosstab:
• Rows area:
• Time: Year
• Column area:
• Products: Product line
• Measure area:
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 Unit 8 Use additional report building techniques

• Sales fact: Revenue

7. From the Toolbox, drag a Table to the page below the Crosstab.
8. Clear the Maximize width checkbox, and then click OK.
9. Click inside the left table cell (but not the Add icon), and then in the Properties
pane, under BOX, double-click Padding.
10. In the Right padding box, type 10, and then click OK.
Task 2. Modify layout
1. Click the List Container Selector , then drag the List into the left table cell.
2. Click the Crosstab Container Selector, and then drag the Crosstab into the
right table cell.

3. From the Toolbox tab, drag a Text Item to the left of the List - but within the left
Table cell.
4. Type List:, and then click OK.
5. From the Toolbox tab, drag a Text Item to the left of the Crosstab, within the
right table cell.
6. Type Crosstab: then click OK.
7. Ctrl-click the two table cells, then on the Toolbar, click Vertical alignment
options > Top .
8. Click in the page body under the Table, then from the Toolbar, click More >
Headers & footers > Page header & footer.
9. Check the Header, and click OK.
10. In the page header, click Add, then click Text item, type Page 1 - Default
Behavior, and then click OK.
11. In the Toolbar, click Font, then change Family to Arial, Size to 16pt, and
Weight to Bold, then click OK.
The results appear as follows:

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 Unit 8 Use additional report building techniques

Task 3. Add filters to the list and crosstab

Both reporting objects are linked to Query1, so only one set of filters will be
needed.
1. Click anywhere in the List, from the Toolbar, click Filters > Edit Filters.
2. Click Add, then click Advanced, and then click OK.
3. Create and validate the following expression:
[Year] =?pYear?
Validate using 2011.
4. Click OK to close the Detail filter expression dialog box.
5. Create and validate another detail filter (using Advanced), as follows:
[Product line]=?PL?
Validate using Camping Equipment.
6. Click OK to close the Detail filter expression dialog box.
7. Click OK to close the Filters dialog box.
Task 4. Create additional pages
1. On the side panel, click Pages, and then click Report pages.
2. In the Report pages pane, right-click Page1, and then click Copy.
3. Right-click in the Report pages pane, and then click Paste to create Page2.
4. Right-click in the Report pages pane, and then click Paste to create Page3.
Task 5. Configure a page that does not display when the List
is empty
You do not want Page2 to render when the List is empty.
1. Double-click Page2 to open it.
2. Double-click the text in the page header to edit the text.
3. Type Page 2 - Do Not Render Page if No Data is Returned in the List, and
then click OK.
4. Click the List Container Selector to select the entire List.

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 Unit 8 Use additional report building techniques

5. From the Properties pane, under GENERAL, set the Render page when
empty property to No.
Task 6. Configure a page with a custom No Data Handler that
replaces an empty container with a message
You want to display a custom message when the list or crosstab is empty.
1. In the Pages tab, click Page 3.
2. Double-click the text item in the Page header, and then update the text to:
Page 3 - Show Custom Message When No Data is Returned.
3. Click OK.
4. Click the List Container Selector to select the entire List.
5. From the Properties pane, under CONDITIONAL, double-click the
No data contents property.
6. Select Content specified in the No data tab, and then click OK.
The No data contents property specifies whether to show the No Data Contents
tab for the selected query frame. When set to Yes, you can specify on this tab
what to show when there is no data. When set to No, the tab is hidden and the
query frame reverts to the default behavior.
Your list should now appear as follows, with a new No Contents tab:

7. Double-click the object showing No Data Available, update the text to List
contains no data!, and then click OK.
The results appear as follows:

8. Click the Crosstab’s Container Selector to select the entire Crosstab.

9. From the Properties pane, under CONDITIONAL, double-click the No data
contents property.
10. Select Content specified in the No data tab, and then click OK.
11. Double-click the object showing No Data Available, update the text to
Crosstab contains no data!, and then click OK.

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 Unit 8 Use additional report building techniques

Task 7. Add a prompt page

1. In the Pages tab, click Prompt pages, then click Add .
2. Click Prompt page1 from the Pages tree to open it.
3. Add a Table of 2 rows by 2 columns into the work area.
4. Add a Text Item in the top left cell, type Select a Product Line:, press the
space bar, and then click OK.
5. Add a Text item in the bottom left cell, type Select a Year:, press the space
bar, and then click OK.
6. From the Toolbox, expand PROMPTING, and then drag a Value prompt in the
top right cell.
7. Select Use existing parameter, select PL from the list, click Next, and then
click Finish.
8. Insert a Value prompt in the bottom left cell.
9. Select Use existing parameter, select pYear from the list, click Next, and then
click Finish.
10. Click the top left cell
11. In the Properties window, under POSITIONING, double-click Size & overflow.
12. Type 150 for the Width, and then click OK.
Task 8. Run report displaying data, and with no data to
display.
1. Run the report in HTML.
2. When prompted, next to Select a Product Line:, select Camping Equipment,
next to Select a Year:, select 2010, and then click Finish.
The results for page 1 appear as follows:

Since all of the queries in this report are filtered by the same parameters, all lists
and crosstabs on the three report pages should look the same when data is
returned. The page numbers refer to the pages in Pages tab and not in the
report output.
3. Click Page down to see the Page 2 - Do Not Render Page if No Data is
Returned in the List page.
4. Click Page down to see the Page 3 - Show Custom Message When No Data is
Returned page.
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 Unit 8 Use additional report building techniques

Notice that all three pages appear with a List and Crosstab.
5. Click the Run button to run the report again.
6. When prompted, select Mountaineering Equipment, select 2010, and then
click Finish.
The results for page 1 appear as follows:

Notice how the individual pages are affected in the report since there is no data
for 2010 for the product line Mountaineering Equipment.
The first page shows default behavior for the List and Crosstab when there is no
data returned.
7. Click Page down.
Notice that the Page 2 - Do Not Render Page if No Data is Returned in the List
page did not display at all. This List contains no data and the List’s property
Render page when empty is set to No, so the page did not render. You are
taken directly to the Page 3 - Show Custom Message When No Data is
Returned page, where both the List and Crosstab are showing the custom
message you created when no data is returned.
The results appear as follows:

8. Close the rendered report tab.

9. Leave the report authoring tab open for the following exercise.
Results:
You created a report with three pages showing different methods of handling
no data being returned. The first page showed default data handling, the
second page did not display when the list was empty, and the third page
generated a custom message to replace the empty container.

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 Unit 8 Use additional report building techniques

Unit summary
• Enhance report design with report objects
• Reuse objects within the same report
• Share layout components among separate reports
• Discuss report templates
• Handle reports with no available data

Use additional report building techniques © Copyright IBM Corporation 2018

Unit summary

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 Unit 8 Use additional report building techniques

Exercise 1
Analyze product quantities sold by month

Use additional report building techniques © Copyright IBM Corporation 2018

Exercise 1: Analyze product quantities sold by month

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 Unit 8 Use additional report building techniques

Exercise 1:
Analyze product quantities sold by month
The Production Department has asked you to prepare a report that shows the quantity
of products sold in each month of 2012 for all product lines, to help estimate production
requirements for next year. The report must be broken into separate sections for each
product line so that products from each line can be analyzed separately. The report
name and logo must appear at the top and bottom of each page of the report.
To accomplish this:
• Create a new Blank report using the GO data warehouse(query) package
• Add a List object to the page.
• Add the following query items to the list report object. :
• Products: Product line
• Products: Product
• Time: Month
• Sales fact: Quantity
• Section data and convert to a Crosstab.
• Filter data so that only 2012 data is displayed and sort month data in ascending
order.
• Edit title and add an image to the header block with the Company name and logo
(cover2.jpg).
• Add a layout component reference (CompanyBlock) to the footer block.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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 Unit 8 Use additional report building techniques

Exercise 1: Tasks and results

Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Template: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list
• Create a new Blank report using the GO data warehouse (Query) package.
• Add a List to the report page.
• Source tab: Add the following to the List, from Sales (query):
• Products: Product line
• Products: Product
• Time: Month
• Sales fact: Quantity
The results appear as follows:

• Toolbar: Section on <Product line>.

• Pivot the list to a Crosstab using <Month>.
The results appear as follows:

Task 2. Filter and sort month data

• Toolbar: Create and validate the following filter expression for the Crosstab:
[Sales (query)].[Time].[Year]=2012
• Sort the <#Month#> column header ascending.
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 Unit 8 Use additional report building techniques

Task 3. Edit the title and add an image to the block

• Toolbar: Add page Header and Footer, and add a Block to the header.
• Properties pane: Name the header block CompanyBlock.
• Add a Text item to the Block, with text: The Sample Outdoors Company.
• Text item: change the Font to Arial, 16pt, Bold.
• Add an Image with the URL: http://vclassbase:88/images/cover2.jpg to the
right of the title.
Task 4. Add a reference to the block and its components
• Toolbox > ADVANCED: Add a Layout component reference for
CompanyBlock into the page footer.

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 Unit 8 Use additional report building techniques

• Application bar: Run the report in HTML.

The result appears as follows:

• Close the rendered report tab.

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Customize reports with conditional formatting

Customize reports with

conditional formatting

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

Unit objectives
• Highlight exceptional data
• Create multilingual reports
• Show and hide data based on business conditions
• Conditionally render objects in reports
• Conditionally format data items based on other data items

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Unit objectives

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

Change displays based on conditions

Display conditional text

depending on language

Display conditional styles

depending on data

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Change displays based on conditions

With conditional formatting you can control the style, the content, and the visibility of an
object in the report based on a business condition that you define.

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

3 steps for conditional formatting

1. Create a conditional variable.
▪ Define the variable and create values
2. Assign the variable to an object in the report
▪ Properties pane, under Conditional, assign variable to object
3. Apply formatting to the object based on condition’s value
▪ Select specific value and apply formatting to object.

Customize reports with conditional formatting © Copyright IBM Corporation 2018

3 steps for conditional formatting

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

Step 1. Create a variable (1 of 2)

• Create variables and values that represent the possible outcomes of
the variables

Variable

Values

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Step 1. Create a variable

This step can be performed in Condition explorer.
Boolean variables are used if there are only two possible outcomes, where the values
will be Yes or No.
String variables are used if there is more than one outcome, based on string or numeric
values you will specify.
Language variables are used when the values are different languages.
The variable determines what will change in the report. For example, the report will vary
depending on revenue, product line or the language in which the report is run.
The values define the possible scenarios or outcomes for the variable. For example,
revenue is either above $150,000 ('yes') or not ('no'), product line is 'Camping
Equipment', 'Golf Equipment', or the language may be 'Chinese' or 'Dutch', and so on.

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

Step 1. Create a variable (2 of 2)

• Define the condition and create values.
Report Language
Boolean

String

Boolean Values: String Values: Language Values:

Yes / No High / Medium / Low / Other French / Other

Customize reports with conditional formatting © Copyright IBM Corporation 2018

If you create a Boolean or string variable, you must define the condition.
If you create a language variable, you do not need to define the condition. You just
choose the languages you want to support.
In the slide example for the string variable, revenue will be deemed 'High' if it is more
than $1,000,000 or 'Low' if it is less than $25,000.
The string variable's condition does not need to test all possible cases, nor the
language variable hold all the possible languages; because they have a built-in 'Other'
value. For example, in the slide string Expression Definition above, revenue between
$25,000 and $300,000 is 'Other'.

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

Step 2. Assign the variable to a report object (1 of 2)

• Specify the variable that controls the style, text, and visibility of the
object
• Or specify conditional styles based on ranges

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Step 2. Assign the variable to a report object

Style Variable: Specifies the variable that determines the style of the object.
Text Source Variable: Specifies the variable that determines the text of the object.
Render Variable: Specifies the variable that determines the visibility of the object
(whether to render the object or not).

Conditional Styles: Add conditional styles to highlight data in you report, based on set
ranges.

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

Step 2. Assign the variable to a report object (2 of 2)

• Once you have created a variable, assign the variable to the object
that you wish to conditionally format.

Variable being assigned

Values defined for the variable

Object that the variable is being

assigned to

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Select your object in the report layout that you want to conditionally format. This step is
performed in the Properties pane.
After you have created your variable, you must define how the report will appear for
each value. To do this, select the text or part of the report that will vary, and then apply
the variable to it using the Properties pane.
If you wish to create conditional formatting for only some values, you can deselect the
others.
When you create a String or Report language variable, an additional value called
(Other) appears by default. A Boolean variable does not have the (Other) value
because it can only be Yes or No.

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Step 3. Apply formatting to object based on condition value

• Select the condition value, and apply formatting to the object.

Apply desired formatting to object

based on condition value selected

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Step 3. Apply formatting to object based on condition value

Once the report element has been designated as conditional, set the display for that
value by modifying the report to appear the way you want it to look if that condition is
satisfied.
This step is performed in Conditional explorer.
This step does not apply when working with the Render variable property.
When you select a value in the Condition explorer, a notification message will appear;
to notify you that conditional formatting is turned on, and to remind you that all changes
you make to the report only apply to the case you selected.
After you have set the display for each value, turn the conditional formatting off by
clicking (No Variable) from the Condition explorer.

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Demonstration 1

Create a multilingual report (optional)

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Demonstration 1: Create a multilingual report (optional)

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Demonstration 1:
Create a multilingual report (optional)

Purpose:
Your regional sales managers want to examine the revenue for all of your
product types to promote the most profitable ones. Because this report will be
distributed to offices in Germany, France, and the United States, you must run
the report in different languages.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list.
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List to the report page.
3. From Source, add the following query items to the new list data container:
• Products: Product line, Product type
• Sales fact: Revenue

4. Click the <Product line> list column body, and then click Group / Ungroup.
5. Click the <Revenue> list column body, click Summarize, and then click Total.
6. Run the report in HTML to examine the report.
7. Close the rendered report tab.
Task 2. Create a language variable and choose the
languages.
You will apply conditional formatting to the header text so that a report title will
appear in the language in which the report is run.

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1. Create a page Header by clicking under the List, then from the Toolbar click
More > Headers & footers > Page header & footer, select Header, and click
OK.

2. Click Queries tab, then click Condition explorer .

The Condition explorer pane shows that there are currently no variables for this
report.
3. Click Variables.
4. From the Toolbox, drag Report Language Variable to the Variables pane.
5. Scroll through the list to locate and select the checkboxes beside all of the
English, French, and German languages, and then click OK.
6. In the Values pane, click English, Shift-click English (Zimbabwe), and then
click Group Values .
7. Repeat Step 5 to group all French languages together.
8. Repeat Step 5 to group all German languages together.
The results appear as follows:

There are seventeen English languages, six French, and six German. You want
to select all of these languages so that you can group them together. That way
you only have to format the report for three grouped values, rather than for each
individual language.
The report now has one variable with three grouped values, one for each
language in which the report will be run. Because you created a language
variable, the expression is created for you.

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9. In the Properties pane, under MISCELLANEOUS, in the Name box, replace

Report Language1 with Language, and then press Enter.
10. On the side bar, click Pages, and then click Page1.
Task 3. Define the title as conditional text.
1. Click Add in the page Header, click Text item, then enter the following text:
Product Report Title, and then click OK.
2. In the Toolbar, click Font, then change Family to Arial, Size to 16pt, and
Weight to Bold, then click OK.
3. In the Properties pane, under CONDITIONAL, double-click
Text source variable.
The Text source variable dialog box appears.
4. From the Variable list, select Language.
The Values pane shows the three languages you chose, plus an option called
(Other). The three languages are selected by default so that you can use the
Condition explorer to perform conditional authoring for any of them.
5. Click OK.
Task 4. Set the display for each value.
1. On the side bar, click Queries tab, then click the Condition explorer tab, and
then click English.
A notification message appears to remind you that any changes you make to
the report will apply to the value you selected. The previous title also disappears
because you must specify the text for this value.
2. Change the title text to Products Report.
3. Within the Condition explorer pane, click French.
4. Change the title text to Rapport sur les produits.
5. Within the Condition explorer pane, click German.
6. Change the title text to Produkte Bericht.
7. Turn off conditional formatting by clicking (No variable) in the
Condition explorer pane.

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In order to run a report in different languages, the data source must be

multilingual. Your browser must also be able to support multilingual characters,
or else the characters will appear as boxes.
Now you can run the report in various languages.
Task 5. Run the report in various languages.
1. Run the report in HTML.
Your report appears in English as this is our current default language. The
report title appears as you created it for the English value. You will now run the
report in French to see the results.
2. Close the rendered report tab.
3. Click Run options, and then click Show run options.
You want to choose a language other than our current default.
4. Under Language, scroll down to select French (France), and then click OK.
5. Run the report in HTML.
A section of the results appear as follows:

The report appears in French, including the title you created.

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IBM Cognos Analytics cannot translate the data returned by the query. This
must be done as part of data modeling and must be included in the published
package.
6. Close the rendered report tab.
7. Repeat Steps 3 to 5 to run the report in German (Austria) and in
English (Zimbabwe).
A section of the results appears as follows:

8. Close the rendered report tab.

9. Click Run options, and then click Show run options.
10. Under Language, scroll up, select (Default), and then click OK.
11. Leave the report authoring tab open for the next demonstration.
Results:
Regional Sales managers can examine the revenue for all of your product
types to promote the most profitable products. This report can be distributed
to offices in German, French, and English speaking countries in the
appropriate languages.

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Demonstration 2

Highlight exceptional data

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Demonstration 2: Highlight exceptional data

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Demonstration 2:
Highlight exceptional data

Purpose:
A manager wants to quickly identify revenue greater than $20,000,000 and
less than $5,000,000 to identify high and low revenue-generating product
types in all sales regions. You need to create a report that displays revenue
data in different colors depending on revenue values.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the crosstab.
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a Crosstab to the report page, accepting the defaults.
3. From the Source tab, add the following query items to the new crosstab data
container:
• Rows area:
• Products: Product line, Product type (nested as a child)
• Columns area:
• Retailers: Region
• Time: Year (nested under Region)
• Measure area:
• Sales fact: Revenue

You will create a variable to define revenue as 'high' or 'low' if the amount is
above or below specified amounts.
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4. On the side bar, click Queries, then click the Condition explorer tab.
5. In the Condition explorer pane, click Variables, and then from the Toolbox
tab, drag a String Variable to the Variables pane.
Because you are creating a string variable, you must specify the condition on
which revenue will change, and then create values for the possible outcomes.
6. Create and validate the following expression:
IF ( [Query1].[Revenue]>20000000 ) THEN
( 'High' )
ELSE IF ( [Query1].[Revenue]<5000000 ) THEN
( 'Low' )
Hint: You can drag an ‘if then else’ block from the Constructs folder, in the
Functions tab, and drag Revenue from the Queries tab to add it to the
expression.
7. Click OK.
8. Under the Values box, click Add .
9. In the Add dialog box, type High, and then click OK.
10. Repeat steps 7 and 8 to add a second value called Low.
The values created in steps 7 - 8 must be spelled exactly as they are spelled in
the expression definition for the variable.
11. In the Properties pane, under MISCELLANEOUS, in the Name box, modify
the text to Revenue_High_Low, and then press Enter.
12. Navigate back to Page1.
Now that you have created a variable and specified its values, you must format
the revenue cells for each value.
Task 2. Define the measures as conditional and set the
display for each value.
1. Click any of the Revenue (<#1234#>) cells in the crosstab, in the Properties
pane, click Select Ancestor , and then click Crosstab fact cells.
2. Under CONDITIONAL, double-click Style variable.
The Style variable dialog box appears.
3. From the Variable list, select Revenue_High_Low, and then click OK.
The measures cells are now conditionally formatted using the variable you just
created. You must now set the display for each value.
4. Click the Condition explorer tab, and then click High.
A notification message appears.

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5. With the Revenue cells still selected, on the Toolbar, click Font , then set
Foreground Color to Green, set Weight to Bold, then click OK.
6. Repeat steps 4 - 6 to change the Foreground color for the Low value to Red.
7. Click (No variable) to turn the conditional formatting off.
8. Run the report in HTML.
A section of the results appear as follows:

You can see that some Camping Equipment product types generated high
revenue over a four-year period in Central Europe, whereas Outdoor Protection
generated low revenue. Notice that when the revenue condition is not satisfied
(when it is neither high nor low) revenue appears in black (default formatting).
9. Close the rendered report tab.
10. Leave the report authoring tab open for the next demonstration.
Results:
You created a report that compares product line revenue for all sales regions
to quickly identify by color the product type revenues greater than
$20,000,000 and less than $5,000,000.

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Conditionally render objects in reports

• Using conditional rendering, you can determine whether certain objects
will be included in a report when the report is run.

At runtime, decide whether to include a

product description column in the report

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Conditionally render objects in reports

If objects are not rendered, they do not take up space in the report when it is run.
Conditional rendering is useful when your report contains sensitive data or data that
may be relevant for some consumers but not for others.
When conditional rendering is applied to a column in a List report, the conditional
rendering applies to all portions of the column including the title, the body cells, and
header and footer cells.
In the slide example, the product description column is rendered because the report
was run in HTML format. An expression was created on the product description column
to only render if the report output is HTML.

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Demonstration 3

Create a report with a conditionally rendered column

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Demonstration 3: Create a report with a conditionally rendered column

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Demonstration 3:
Create a report with a conditionally rendered column

Purpose:
Some users want a report to include descriptions of each product, while
others are familiar with the products and do not want these descriptions in the
report. You will create a report that can be run with or without a column
displaying product descriptions based on the format in which you run the
report.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list.
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List to the report page, accepting the defaults.
3. From the Source tab, add the following query items to the new list data
container:
• Time: Date
• Sales order: Order number
• Products: Product, Product Description
• Sales fact: Revenue

4. Click <Date>, and then on the Toolbar, click Section / unsection > Section /
unsection.
5. Click <Order number>, and then on the Toolbar, click Group / Ungroup.
6. Click <Revenue>, on the toolbar click Summarize, and then click Total.
7. On the Toolbar, click Filters, and then click Edit Filters.
8. Click Add, click Advanced, and then click OK.
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9. Create and validate the following expression:

[Sales (query)].[Time].[Month key]=201001
10. Click OK to close the Detail filter expression dialog box, and then click OK to
close the Filters dialog box.
The report runs more efficiently with this filter.
11. Create a page Header by clicking under the List, then from the Toolbar click
More > Headers & footers > Page header & footer, select Header, and click
OK.
12. Add a Text item to the header, with the text: Order Details.
13. On the Toolbar, click Font, then set Family to Arial, Size to 16pt, set Weight to
Bold, and under Effects check Underline, then click OK.
Task 2. Add a Boolean variable.
1. Click <Product description>, in the Properties title bar, click Select Ancestor,
and then click List column at the bottom of the list.
2. In the Properties pane, under CONDITIONAL, double-click the
Render variable property.
3. From the Variable list, select New boolean variable.
4. In the New variable dialog box, type ShowDescrip, and then click OK.
5. Create and validate the following expression:
ReportOutput ()='HTML'
Hint: Find ReportOutput () from the Functions tab, Report Functions folder.
6. Click OK until all dialog boxes are closed.
Task 3. Run the report in HTML, and then in PDF.
1. Run the report in HTML.
A section of the results appear as follows:

The report contains a column displaying a description of each product.

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2. Click the down arrow to the right of the Run report button, and then run the
report in PDF.
A section of the results appear as follows:

When the report is rendered in PDF format, Product description is not rendered.
3. Close the rendered report tab.
4. Leave report authoring tab open for the next demonstration.
Results:
You created a report you can run with or without a column displaying product
descriptions based on the format in which you run the report.

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Conditionally format one crosstab measure based on

another

Revenue formatting
based on Gross profit values

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Conditionally format one crosstab measure based on another

You can conditionally format one Crosstab measure based on another Crosstab
measure using the Conditional Styles dialog box.

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Demonstration 4

Conditionally format one crosstab measure based on another

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Demonstration 4: Conditionally format one crosstab measure based on another

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Demonstration 4:
Conditionally format one crosstab measure based on another

Purpose:
Consumers would like to see conditional formatting for revenue values based
on Gross profit values in a crosstab. To achieve this, you will take advantage
of the IBM Cognos ability to conditionally format one crosstab value based on
another.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the crosstab report.
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a new Crosstab to the report page.
3. From the Source tab, add the following query items to the Crosstab:
• Rows area:
• Products: Product line
• Columns area:
• Time: Year
• Sales fact: Gross Profit, Revenue (nested under Year)

4. Run the report in HTML.

5. Examine the results.
6. Close the rendered report tab.

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Task 2. Conditionally format one crosstab measure based on

another.
1. Click the Revenue fact cells (<#1234#>), and in the Properties pane, under the
CONDITIONAL section, double-click Conditional styles.

2. Click New Conditional Style , and then click New Conditional Style
from the list.
3. In the Base it on the following data item list, click Gross profit, and then click
OK.
4. In the Name box, type Gross Profit Performance.

5. Click New Value , type 180000000 (180,000,000), and then click OK.
6. Repeat step 5 to add values for 130000000 (130,000,000), 70000000
(70,000,000), and 20000000 (20,000,000).
7. In the Style column, in the top drop down list, select Excellent, and then for the
remaining drop down lists select Very good, Average, Below average, and
Poor respectively.

8. To the right of Poor, click Edit Style .

9. Click Edit to the right of Font, change Weight to Bold, and then click OK.

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10. Click OK to close the Style dialog box.

11. The results appear as follows:

12. Click OK to close the Conditional style - numeric range dialog box, and then
click OK again to close the Conditional styles dialog box.
Task 3. Run the report and use existing conditional styles.
1. Run the report in HTML.
The results appear as follows:

Revenue values are conditionally formatted based on Gross profit values.

2. Close the rendered report tab.
You will now apply the same Gross Profit Performance style to the Gross profit
measure.
3. Click the Gross profit fact cells, and in the Properties pane, under the
CONDITIONAL section, double-click Conditional styles.
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4. Click New Conditional Style, click Use Existing Conditional Style, and then
click Gross Profit Performance.
5. Click OK to close the Select existing conditional styles dialog box, and then
click OK to close the Conditional styles dialog box.
6. Run the report in HTML.
The results appear as follows:

Now the same conditional style is applied to both measures.

7. Close the rendered report tab.
8. Leave the report authoring tab open for the following exercise.
Results:
By taking advantage of the IBM Cognos ability to conditionally format one
crosstab value based on another, you were able to create a crosstab in which
conditional formatting for revenue values were based on the Gross profit
values. You then applied the same conditional formatting to the Gross profit
values to create a uniform look for the crosstab.

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Unit summary
• Highlight exceptional data
• Create multilingual reports
• Show and hide data based on business conditions
• Conditionally render objects in reports
• Conditionally format data items based on other data items

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Unit summary

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Exercise 1

Distinguish yearly data

Customize reports with conditional formatting © Copyright IBM Corporation 2018

Exercise 1: Distinguish yearly data

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Exercise 1: Distinguish yearly data

You have been asked to create a report that shows the volume of sales in each region
by retailer type. To make the yearly data easier to distinguish, you will format the report
so each year column will have a different background color.
To accomplish this you will:
• Create a new Crosstab report using the GO data warehouse (query) package.
• Add the following data items to a new crosstab using the GO data warehouse
(query)\Sales (query):
• Retailers: Region
• Time: Year (Nested under Region)
• Retailer type: Retailer type
• Sales fact: Quantity
• Create a year string variable with values for each year.
• Assign the measures in the crosstab a conditional style using the year variable.
• Set the display for each year to display a yellow background for 2010, a green
background for 2011, a blue background for 2012, and a red background for
2013.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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Exercise 1: Tasks and results

Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content/Samples/Models/GO data warehouse (query)
Report Template: Crosstab
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the crosstab report and add an Order year
variable.
• Create a new Crosstab report, using the GO data warehouse (query) package.
• Source tab: Add the following query items to the Crosstab:
• Retailer type: Retailer type to the rows area of the crosstab report object.
• Retailers: Region to the columns area of the crosstab report object.
• Time: Year as a nested column under Region.
• Sales fact: Quantity to the measures area of the crosstab report object.
The results appear as follows:

• Condition explorer: Create and validate the following String Variable

expression: [Query1].[Year]
• Add the following values: 2010, 2011, 2012, and 2013.
• Name the variable Year.
• Toolbar: Go back to Page 1.

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 U n i t 9 C u s t o m i ze r e p o r t s wi t h c o n d i t i o n a l f o r m a t t i n g

Task 2. Define the measures as conditional and set the

display for each value.
• Properties pane: Link the Crosstab fact cells, Style variable, to the Year
variable.
• Variable list, click Year, and then click OK.
• Condition Explorer: Click the 2010 variable.
• Toolbar: For the Crosstab Fact Cells, set the background color for each
conditional value, using the Color Swatch colors, as follows:
Year Color Color Code Position
2010 Light yellow #FFFF99 Bottom row, 3rd from right
2011 Light green #33FF99 4th row, 3rd from right
2012 Light blue #66FFFF 6th row, last column
2013 Light red #FF6666 2nd last row, 4th from right

• Condition explorer: Turn the conditional formatting off.

• Run the report in HTML.
A section of the results appear as follows:

You have created a report that shows the volume of sales in each region by
retailer type. To make the yearly data easier to distinguish, you have
formatted the report so each year column will have a different background
color.
• Close the rendered report tab.
• Sign out of IBM Cognos Analytics without saving any reports.
• Close all browser windows.

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Drill-through definitions

Drill-through definitions

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 Unit 10 Drill-through definitions

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 Unit 10 Drill-through definitions

Unit objectives
• Drill-through from a report to another
• Package-based drill-through
• Discuss parameter-driven drill through
• Set scope
• Use the Drill Through Assistant
• Configure and use dynamic drill through

Drill-through definitions © Copyright IBM Corporation 2018

Unit objectives

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 Unit 10 Drill-through definitions

Let users navigate to related data in IBM Cognos Analytics

Source Report (Summaries)

Revenue 2011 2012

Click the data item
E-mail 44,318,886.43 23,701,042.57 to drill through

Target Report (Details)

Order method Product line Year Revenue

E-mail Camping Equipment 2012 2,501,787.15
Golf Equipment 2012 1,182,984.1

Drill-through definitions © Copyright IBM Corporation 2018

Let users navigate to related data in IBM Cognos Analytics

Drill-through access lets users navigate between reports to view related data to help
them answer business questions. It helps you to build analytical applications that are
bigger than a single report, so they are a network of linked reports that users can
navigate, retaining their context and focus, to explore and analyze information.
In IBM Cognos Analytics, report authors can set up drill-through access to and from
reports using relational and dimensional data sources.
It is also possible to set up drill-through access to IBM Cognos Analytics targets from
third party sources and to third party targets from Cognos sources. Setting up drill-
through access to and from third-party sources and targets can be accomplished using
URL requests or by using the Software Development Kit (SDK).
In IBM Cognos Analytics, drill-though can be defined in the source report, and can be
defined at the package the source and target reports use (package-based drill-through).

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 Unit 10 Drill-through definitions

Drill-through from a report to a report

• Specify values passed to target parameters:
Pass data item value
Pass parameter value
Don’t use parameter

Source Report Target Report

Drill through to
target report to
view related data

Parameters from the target report Values from the source report

Drill-through definitions © Copyright IBM Corporation 2018

Set up drill-through access from a report

You must create the target report before you can set up drill-through access.
Then you map values that will be mapped to parameters of the target report. If you don’t
specify which values to pass to a target parameter, then when users drill-though, they
will be prompted to select values for any required target parameters.

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 Unit 10 Drill-through definitions

Demonstration 1
Let users drill-through from a report to another

Drill-through definitions © Copyright IBM Corporation 2018

Demonstration 1: Let users drill-through from a report to another

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 Unit 10 Drill-through definitions

Demonstration 1:
Let users drill-through from a report to another

Purpose:
You have been asked to create a report that displays revenue by order
method, region and year. Management want to enable users to drill-through
from this report to a report that has more detailed information when required.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Application: IBM Cognos Analytics - Reporting
Package: Team content\Samples\Models\GO data warehouse (query)
Template: 1 column
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the target report.
Before you can setup a drill-through access from the high-level report to the
target detailed report, you must create the target report first.
1. On the side panel, click Team content > Samples > Models, then right-click
the Go Data Warehouse (query) package, and then click Create report.
2. In the Templates and themes dialog, double-click 1 column.
3. From the Data \ Source tab, select the following data items:
• Order method: Order method type
• Retailers: Region
• Products: Product line
• Time: Year
• Sales fact: Revenue
4. Drag the data items to the work area, this will create a List containing them.

5. Click the <Order method type> List column body, Shift-click <Product line>
List column body, then from the Toolbar, click Group / Ungroup.

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 Unit 10 Drill-through definitions

6. Click the <Order method type> List column body, then from the Toolbar, click
More > Headers & footers > Create header.
7. Click the <Order method type> List column body still selected, press Delete.
8. Click the <Revenue> List column body, then from the Toolbar, click
Summarize > Total.
A section of the results appear as follows:

Task 2. Add parameters to the report.

1. From the Toolbar, click Filters, then click Edit Filters.
2. In the Filters dialog, click Add, select Advanced, then click OK.
3. In the Expression Definition box, enter the following expression:
[Order method type]=?OM?
Hint: Drag Order method type from the Data items tab.
4. Click OK.
5. In the Filters dialog, click Add again, select Advanced, then click OK.
6. In the Expression Definition box, enter the following expression:
[Region]=?region?
Hint: Drag Region from the Data items tab.
7. Click OK, then click OK to close the Filters dialog.
Task 3. Display parameters in the header and save the report.
1. On the Toolbar, click More > Headers & footers, and click Page header &
footer.
2. Select Header, then click OK.

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 Unit 10 Drill-through definitions

3. In the Pahe header, click Add then click Text item , and type: Sales
of (then add a space), then hit Enter.
4. Click the Page header, then from the Toolbar, click Font, set Family to Arial,
Size to 16pt, Weight to Bold, and under Effects, check Underline, then click
Foreground Color, then choose Teal and click OK, then click OK.
5. On the side bar, click the Toolbox, then from under TEXTUAL, drag Layout
calculation to the right of the Text item in the Page header.
6. In the Report expression dialog, drag OM from the Parameters tab to the
Expression Definition box, then click OK.
7. From the Toolbox, drag a Text item to the right of the Layout calculation, then
type the following in the Text dialog: (add a space) in (add a space), then hit
Enter.
8. From the Toolbox, drag a second Layout calculation to the right of the last
Text item, and in the Report expression dialog, drag region from the
Parameters tab to the Expression Definition box, then click OK.
9. In the Application bar, click Save , then browse to Team content\B6058,
then in the Save as enter: Sales of order method and region, then click Save.
A section of the results appears as follows:

Task 4. Create the source report.

1. In the side bar, click Home .
2. On the side panel, click Team content, then right-click the Go Data
Warehouse (query) package, and then click Create report.
3. In the Templates and themes dialog, double-click Blank.
4. In the page body, click Add, then click Crosstab, and click OK to accept the
defaults.
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 Unit 10 Drill-through definitions

5. From the Data \ Source tab, drag the following data items onto the Crosstab:
• Rows: Order method\Order method type
• Columns: Retailers\Region
• Measures: Sales fact\Revenue
A section of the results appear as follows:

Task 5. Set up the drill-through access.

1. Click the Crosstab intersection cells, then from the Toolbar, click More.
You don’t see the Drill-through Definitions item; because it does not apply for
the current object type (Crosstab intersection).
2. In the Toolbar, click More, then click Select Fact Cells.
3. In the Toolbar, click More, then click Drill-Through Definitions.
4. In the Drill-through definitions dialog, click New Drill-through Definition .
5. Double-click in the Report box, then browse to Team content\B6058\Sales of
order method and region, then click Open.
It is important to create a logical name for each drill-through definition that
describes the contents of the drill-through target report. This helps organize drill-
through definitions.
Now you need to map values to the parameters of the target report.
6. Under Parameters, click Edit .
The Parameters dialog opens, and lists parameters found in the target report,
indicating the type of each of them, and whether it is required or not. You can
see that all parameters are required because they are used in required filters.
7. Beside the OM parameter, set Method to Pass data item value, then under
Value select Order method type
8. Beside the region parameter, set Method to Pass data item value, then under
Value select Region.
the results appear as follows:

9. Click OK t close the Parameters dialog.

10. On the Application bar, click Save, then browse to Team content\B6058, then
in the Save as enter: Source Report, then click Save.
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 Unit 10 Drill-through definitions

Task 6. Test the drill-through definition.

You will test this drill-through definition by running the source report.
1. In the Application bar, click Run options > Run HTML.
The Crosstab report runs and the crosstab has hyperlinks to indicate the drill-
through.

2. Click 898,483.93 (the intersection of Special with Southern Europe).

IBM Cognos Analytics navigates to the target report and passes the [Order
method type] and [Region] data item values of the clicked cell to the target
report.
You can validate the mapping from data item values to parameters in the title of
the target report.
You can also validate that the grand total of the target List report matches the
number that was in the cell that you clicked in the source report.
The results appear as follows:

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 Unit 10 Drill-through definitions

3. Close the current browser tab to return to IBM Cognos Analytics - Reporting.
Results:
You created a target report that requires two parameters, then you created the
source report that pass these required parameters as context to the target
report from data items that are available in the clicked cell in the source
report.
The user could see a summarized report and navigated to another one that
shows the details of a specific number that grabbed his attention.

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 Unit 10 Drill-through definitions

Package-based drill through

Sources using the GO Data Warehouse (analysis) package

Cognos Analytics Event Studio 3rd party 3rd party

report agent using URL using SDK

Target
Report

Using a drill-through definition created for the same package

Drill-through definitions © Copyright IBM Corporation 2018

Package-based drill through

Another way of defining the drill-through, is to define it for the package.
The source reports do not need to be created when you create the drill-through
definition. This lets you set up drill-through access to the target report, and then later,
report authors can create as many source reports as required.
Each package drill-through definition can have only one target. You can create multiple
drill-through definitions for a package.
In the slide example, a drill-through definition has been created for the GO Data
Warehouse (analysis) package. Users can drill through to the target report from a
variety of sources created using the same package.
You can set permissions properties for target reports to determine which users will be
able to open them when they attempt to drill through. You can also set permissions
properties for drill-through definitions to determine which users have access to these
drill-through definitions.

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 Unit 10 Drill-through definitions

Specify the values passed to target parameters

Package-based drill-through definition

Drill-through definitions © Copyright IBM Corporation 2018

Specify the values passed to target parameters

When you set up drill-through access, you must map the values that the source report
will pass to the target parameters.
If you do not specify which values to pass to target parameters, then when users drill
through they will be prompted to select values for any required target parameters.
When dealing with dimensional sources, you can also select which property of the
member you would like to pass to the target report (for example: Member Unique Name
(MUN), Member Caption, or Business Key). It is important to know which values are
common between the source report and the target report data sources.

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 Unit 10 Drill-through definitions

Steps to set up a package-based drill-through definition

1. Create the target 2. Create the drill- 3. Drill through to

report. through definition. the target report.

Create the target Select the package Create a report,

report* using the source
package
Limit the data items
Add a parameter to from which users
the target report* can drill through* Drill through to
view related data in
the target report
Save the target Select the target
report report
The target report
Hide the target appears and
Map the parameter
report* displays filtered
values passed to
data
the target report if
needed, or specify
dynamic filtering of
target*

* Optional
Drill-through definitions © Copyright IBM Corporation 2018

Steps to set up a package-based drill-through definition

Before you can set up drill-through access for a package, you must have a target report
created.
Next, create a drill-through definition that lets users navigate to the target report from
reports created using the package.
To let users drill through from a report using a package drill-through definition, you must
enable this drill behavior in the source report.
When you set up drill through for a package, the following steps are optional:
• Create the target report (may be done by a different report author)
• Add a parameter to the target report.
• Limit the data items from which users can drill through, by setting a Scope for the
drill-through definition.
• Map the parameter values passed to the target report.

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 Unit 10 Drill-through definitions

Limit the items that users can drill through from

• Package drill-through definitions control where users can start drill
through in source reports.
• To do this, set a data item in the source package as the scope of the
drill-through definition.

Quantity 2004 2005 2006

Cooking Gear 2,905,120 3,501,329 4,060,635

Eyewear 4,066,410 5,180,407 6,354,258

Product type
First Aid 450,978 186,317 133,692
values
Golf Accessories 613,311 791,935 963,013

Insect Repellents 2,864,588 1,806,770 808,715

With scope set to Product type, users can drill through to

the target report from any of the fact cells in this report.

Drill-through definitions © Copyright IBM Corporation 2018

Limit the items that users can drill through from

If a target report contains one parameter, it makes sense to limit the scope of the drill-
through definition to the item that must be passed to this parameter. This ensures that
users will not be prompted to select a parameter value when they drill through.
Once you have set the scope of a drill-through definition to a particular data item, users
can drill through from a cell in source reports only if its context includes this item.
If you do not set the scope of a drill-through definition for a package, users can drill
through from any cell in any report created using the package.
It is useful to set the scope of drill-through access to limit the number of possible target
reports users see when they drill through. If you have created many drill-through
definitions for a package and you do not set the scope, users may be presented with an
overwhelming number of possible target reports when they drill through.

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 Unit 10 Drill-through definitions

Drill Through Assistant

• The Drill Through Assistant lets you see the values that are passed
from the source report to the target report.

Values
Source Target

Drill Through Assistant

Drill-through definitions © Copyright IBM Corporation 2018

Drill Through Assistant

IBM Cognos includes a debugging functionality, called the Drill Through Assistant,
which you can use to troubleshoot your drill-through definitions created in
the IBM Cognos Analytics portal. It can also help you understand how the drill-through
functionality works, especially across different types of data sources.
The Drill Through Assistant is especially useful for Report Authors and Report
Administrators. By default, no user, group, or role can use the Drill Through Assistant
until the capability is granted.
For more information about the Drill Through Assistant see the
Administration and Security guide.

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 Unit 10 Drill-through definitions

Demonstration 2
Set up and use drill-through access for a package

Drill-through definitions © Copyright IBM Corporation 2018

Demonstration 2: Set up and use drill-through access for a package

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 Unit 10 Drill-through definitions

Demonstration 2:
Set up and use drill-through access for a package

Purpose:
You have been asked to create a drill-through definition to let users navigate
to a detailed product line sales report that is created from reports using the
GO Data Warehouse (query) package. To let users focus on specific areas of
interest, the target report will only display data for the product line from which
users drill through. Finally, you will enable the Drill Through Assistant and
view the values that are passed.
Portal: http://vclassbase/ibmcognos
User/Password: hirschb/Education1 (Branka Hirsch is a Report Administrator)
Application: IBM Cognos Analytics - Reporting
Package: Team content\Samples_LG_DQ\Models\GO data warehouse
(query)
Template: 1 column
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the target report
In this task you will open and run an existing report. Be sure you are logged in
as Branka Hirsch (see above) before starting this demonstration.
1. From the Welcome screen, click Team content and then navigate to
Samples_LG_DQ > Models > Go Data Warehouse (query) > Report Studio
Report Samples.
2. Right-click the Total Revenue by Country_DQ report, then click Edit report.
3. Under the Crosstab, click the Block that contains the Chart, then press Delete.
Task 2. Add more parameters to the report
You will add more parameters so that this report will only display data for the
Country(ies) and the Product line from which the users drill through.
1. Click a cell in the Crosstab, then from the Toolbar, click Filters , click Edit
Filters.
2. Click Add .
3. Enter and validate the following expression:
[Retailer country] = ?country?
Hint: Drag Retailer country from the Data items tab.
Validate using Camping Equipment.
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 Unit 10 Drill-through definitions

4. Click OK to close the Detail filter expression dialog box.

5. Click Add .
6. Enter and validate the following expression:
[Product line] = ?Product line?
Hint: Drag Product line from the Data items tab.
Validate using Camping Equipment.
7. Click OK to close the Detail filter expression dialog box.

8. Click OK to close the Filters dialog box.

9. In the side bar, click Pages, then click Page1.
10. From the Application bar, click Show properties.
11. Under RUNNING & VALIDATION, set the Run with full interactivity property
to Yes.
Task 3. Make prompt selections and save the report
1. Run the report in HTML.
2. For Retailer country, select Australia, and for Product line, select Camping
Equipment, and then click OK.

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 Unit 10 Drill-through definitions

The results appear as follows:

3. Close the rendered report tab.

4. Click the down arrow next to Save .

5. Click Save as, and then browse to Team content\B6059.
6. In the Save as box, type Total Revenue by Country and Product line.
7. Click Save.
8. In the Application bar, click the report name then click Remove to return to
the Welcome page.
Task 4. Create a drill-through definition for the
GO Data Warehouse (query) package
You will create a drill-through definition so that users can drill through to this
report from reports that are created with the same package.
1. In the side bar, click New , and then click Other .
2. In the Companion applications list, click Drill-Through definitions .
3. Click Samples_LG_DQ > Models > Go Data Warehouse (query).
4. From the top right corner in the Toolbar, click New Drill-through Definition .
5. In the Name box, type Total Revenue by Country Definition, then click Next.
It is important to create a logical name for each drill-through definition that
describes the contents of the drill-through target report. This helps you organize
drill-through definitions.
Your target report has a Product line parameter; therefore, you want to limit the
scope of this drill-through definition so that users can drill through only from cells
in source reports that have Product line as their context.
6. Click Set the scope.
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 Unit 10 Drill-through definitions

7. Navigate to Sales and Marketing (query) > Sales (query) > Products.
8. Click Product line, and then click OK.
Now you will define the target report of the drill-through definition.
9. Click Set the target.
10. In the navigation path at the top, click Cognos, and then click Team Content,
then click B6059.
11. Select the Total Revenue by Country and Product line report, then click OK.
The results appear as follows:

12. Click Next.

The Specify the target details page appears, and displays the Product line and
Retailer country parameters from the target report, as follows:

13. For the country parameter, in the Source metadata item column, click Set the
value for country .
14. Navigate to Sales and Marketing (query) > Sales (query) > Retailers.
15. Click Retailer country, and then click OK.
16. For the Product line parameter, in the Source metadata item column, click
Set the value for Product line .
17. Navigate to Sales and Marketing (query) > Sales (query) > Products.

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 Unit 10 Drill-through definitions

18. Click Product line, and then click OK.

19. Click Finish.

20. Close the Drill-through Definitions tab, and return to the Welcome screen.
Task 5. Test the drill-through definition
You will test this drill-through definition by drilling through from a report created
which uses the same package.
1. Click Team content, then navigate to Samples_LG_DQ > Models.
2. Right-click Go Data Warehouse (query) then click Create report.
3. In the Templates and themes dialog, double-click the Blank template.
4. From the Data pane, expand Sales and Marketing (query) > Sales (query).
5. Ctrl-click the following data items:
• Retailers: Retailer country
• Sales fact: Revenue
6. Drag the selected items to the page body to add them to a List.

7. Click Show properties.

8. Run the report in HTML.
You will attempt to drill through to view more data about revenue in Australia.
Task 6. Use the related links feature
1. In the report, in the Australia row, click the Revenue cell 109,299,969.14.
2. In the Toolbar, click Explore , point to Related links, then click Find more
drill-through links.
You get the following message:
It appears that there is no related links for the selected item.

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 Unit 10 Drill-through definitions

This is because you limited the scope of the drill-through definition to the
Product line data item. The Australia row does not have a specific product line
as its context.
3. Close the browser tab.
4. From the Data pane, expand Products, then drag Product line to the left of the
Revenue column.
5. Click the <Retailer country> List column body, then from the Toolbar, click
Group / Ungroup.
Task 7. Test the drill through definition
1. Run the report in HTML.
2. In the report, click 41,935,932.19 in the Revenue cell that is beside Australia
and Camping Equipment row.
3. In the Toolbar, click Explore , point to Related links, then click Find more
drill-through links.
Now you can see the Total Revenue by Country Definition.
4. In the Related links dialog, expand the Advanced section.

The Drill Through Assistant displays the items and values that will be passed to
the target report.

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 Unit 10 Drill-through definitions

5. Click OK to accept navigation to the drill-through definition.

IBM Cognos drills through to the Total Revenue by Country target report.
The report contains data for only Australia, and for only the Camping Equipment
product line.
The results appear as follows:

The drill-through definition works as expected.

6. Close the Total Revenue by Country tab, and keep the authoring tab open for
the next demonstration.
Results:
You created a drill-through definition for the GO Data Warehouse (query)
package to let users drill through to a target report containing detailed
information about sales of each product line. To let users focus on specific
areas of interest, you set up drill-through access so that when users drill
through, they will see details for only the product line they are interested in.
Finally, you used the Drill Through Assistant and viewed the values that were
passed.

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 Unit 10 Drill-through definitions

Dynamic drill-through
• Dynamic drill through matches source model item names to either:
target model item name
target report data item name
• If no match, source item is ignored

Dynamic filter
created for target report at run time

Source Target
Report [Region] = "Americas"
Report
[Country] = "Mexico"
Results filtered
on Mexico

Drill-through definitions © Copyright IBM Corporation 2018

Dynamic drill-through
Dynamic filtering eliminates the need for pre-authored drill-through prompts and
parameters, if reports have common items with conformed values.
You can use dynamic drill through alone, or combine with parameterized drill through
when reports expect parameters. Non-parameterized items would be filtered
dynamically, whereas the parameterized items would be predefined.
In the example, the source and the target reports contain different data items, but the
data items are renamed locally in the reports to unify the names. For example, Branch
region is renamed to Region, and Retailer country is renamed to Country.
First, IBM Cognos Analytics tries to match model item names.
But if both the source and target reports had items called Product line, renaming
Product line in the target report to something else would still work since the model
names match.
If no match is found for the model or report data item name, then the item is ignored for
the drill-through.

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 Unit 10 Drill-through definitions

Demonstration 3
Configure and use dynamic drill-through

Drill-through definitions © Copyright IBM Corporation 2018

Demonstration 3: Configure and use dynamic drill-through

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 Unit 10 Drill-through definitions

Demonstration 3:
Configure and use dynamic drill-through

Purpose:
You have been asked to configure a package to enable dynamic drill-through
from source reports based on a package to a target report that provides
revenue details of a region and country from another perspective.
Portal: http://vclassbase/ibmcognos
User/Password: hirschb/Education1
Application: IBM Cognos Analytics - Reporting
Package: Team content\Samples_LG_DQ\Models\GO data warehouse
(query)
Report Type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)

Task 1. Create the target report

In this task you will start with the report from Demonstration 2:
Set up and use drill-through access for a package.
1. If the report from Demonstration 2 is not still open, open it for editing by
navigating to Team content > B6058, then right-click Total Revenue by
Country and Product line, then click Edit report .
2. In the Crosstab, click <Retailer country>.
3. From the Toolbar, click Filters, then click Remove All Filters.
4. From the Application bar, click Show properties.
5. In the Properties pane, under the DATA ITEM section, change the Name
property from Retailer country to Country.
You changed the data item name so that when you use dynamic drill-through it
will match any data item called Country, either country of a branch or retailer.
6. In the Application bar, click arrow beside Save , then click Save As.
7. Click Team content > B6058.
8. In the Save as box, type Demonstration 3 Target, then click Save.

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 Unit 10 Drill-through definitions

Task 2. Create a drill-through definition

You will create a drill-through definition with dynamic filtering, and use it to drill
through to the target report.
1. From the side bar, click New > Other.
2. From the Companion applications list, click Drill-Through Definitions.
3. Click Samples_LG_DQ > Models > GO Data Warehouse (query).
4. From the top right corner in the Toolbar, click New Drill-through Definition .
5. In the Name box, type Total Revenue by Region, Country, or Product Line,
then click Next.
You will not set any scope on this drill-through definition. Users will be allowed
to drill through from any report that uses the package.
6. Click Set the target, and then navigate to Team Content > B6058.
7. Select the Demonstration 3 Target report, then click OK, then click Next.
8. From the Action list, select Run the report using dynamic filtering.
Notice that there are no parameters under Parameter mapping because the
target report has no parameters. If the target report did have parameters, you
would need to map those parameters, but could still leverage dynamic filtering
on other common, non-parameterized items. In other words, you can combine
the two methods if required.

9. Click Finish, then close the Drill-through Definitions tab.

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 Unit 10 Drill-through definitions

Task 3. Create the source report

1. From the side bar, click Home
2. Click Team content > Samples_LG_DQ > Models.
3. Right-click the Go Data Warehouse (query) package, then click Create report.
4. In the Templates and themes dialog, double-click Blank.
5. From the Data \ Source tab, select the following data items:
• Employee by region: Branch region
• Employee by region: Country
• Time: Year
• Sales fact: Revenue
6. Drag the data items to the work area, this will create a List containing them.

7. From the Application bar, click Show properties.

8. Click <Branch region>, then in the Properties pane, under the DATA ITEM
section, change the Name property from Branch region to Region.
You changed the data item name so that when you use dynamic drill-through it
will match any data item called Region, either region of a branch or retailer.
9. Click <Region>, Ctrl-click <Country>, then from the Toolbar, click
Group / Ungroup .
10. Click <Region>, then from the Toolbar, click More > Headers & footers >
Create header.
11. Click the < Region> List column body still selected, press Delete.

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 Unit 10 Drill-through definitions

12. Click <Revenue>, then from the Toolbar, click Summarize > Total.
The result appears as follows:

Task 4. Run the source report and use the drill-through

definition
1. From the Application bar, click Run options > Run HTML.
Now you want to see more information about retailers in the region Americas
and country Brazil, and how much revenue they generated in each product line.
2. Click 2010 that is beside Brazil.
3. In the Toolbar, click Explore , point to Related links, then click Find more
drill-through links.
4. The available drill-through definition appears in the list. Note that the old drill-
through definition created in Demonstration 2:
Set up and use drill-through access for a package is not displayed; because its
scope (Product line) done not exist in the current report.

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 Unit 10 Drill-through definitions

5. In the Related links dialog, expand the Advanced section.

The Drill Through Assistant displays the items and values that will be passed as
context to the target report.
6. Click OK to accept navigation to the drill-through definition.
IBM Cognos drills through to the target report, Demonstration 3 Target.
The report contains data for branches in Americas region, in Brazil.
The results appear as follows:

7. Close the browser tab.

Results:
By configuring a dynamic drill-through definition and ensuring that the
common item names in the source and target reports matched, you were able
to achieve a dynamic drill-through.

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 Unit 10 Drill-through definitions

Unit summary
• Drill-through from a report to another
• Package-based drill-through
• Discuss parameter-driven drill through
• Set scope
• Use the Drill Through Assistant
• Configure and use dynamic drill through

Drill-through definitions © Copyright IBM Corporation 2018

Unit summary

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 Unit 10 Drill-through definitions

Exercise 1
Configure and use dynamic drill-through

Drill-through definitions © Copyright IBM Corporation 2018

Exercise 1: Configure and use dynamic drill-through

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 Unit 10 Drill-through definitions

Exercise 1:
Configure and use dynamic drill-through
Consumers using the GO Data Warehouse (analysis) package for analysis would like
to review actual and planned revenue for order methods, using the Returns by Product
Type_DQ report, and be able to get details on lost revenue for specific products
displayed in the report.
A list report has been created based on the GO Data Warehouse (analysis) package
that retrieves the following items: Product type, Base product, Quantity, Return quantity,
% Returned, and Lost revenue. The report is called Returns by Product Type_DQ and
is located in the Team content\Samples_LG_DQ\Models\GO Data Warehouse
(analysis)\Query Studio Report Samples folder. This will provide a starting point for your
target report.
As Branka Hirsch, the report administrator, you will create a drill-through definition
called Exercise 1_Returns by Product Type Definition that allows consumers to drill
through to the target report. Consumers should be able to drill through any report in the
package only if the Product type level is available. To accomplish this, you will need to:
• set the scope in the drill-through definition at the Product type level
• ensure that all item names match between the source report and the target report
• create parameterized drill through that will dynamically filter the target report
You will save the target report as Unit 10 Exercise 1_Returns report, to keep the
original sample report unchanged.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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 Unit 10 Drill-through definitions

Exercise 1: Tasks and Results

Task 1. Examine the target report.
• Browser: Log on to IBM Cognos Analytics using: hirschb/Education1.
• Search: Do a search for Returns by Product Type_DQ (Note: If the report does
not come up in the Search, browse to the following path: Team
content\Samples_LG_DQ\Models\GO Data Warehouse (analysis)\Query
Studio Report Samples\)
• Open: Click the report to see it open in IBM Cognos Query Studio.
A section of the results appear as follows:

Notice the first two columns are Product type and Base product.
This report provides information about product returns and lost revenue.
• Toolbar: Save the report to My Folders, as:
Exercise 1_Returns by Product Type Target.
• From the Welcome screen, under My content, with the vertical ellipsis, use
Convert to report on Exercise 1_Returns by Product Type Target.
• Save the report as Unit 10 Exercise 1_Returns, under My content.
Task 2. Add parameters to Unit 10 Exercise 1_Returns report.
• Toolbar: Filters > Edit Filters
• based on Product type.
• Filter condition dialog: Select Prompt for values when report is run in viewer.

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 Unit 10 Drill-through definitions

• Filters dialog box:

• Add: [Product type]=?Product type?
• Add: [Product]=?Product?.

• Application bar: Save the report, and then close the browser tab.
Task 3. Create the drill-through definition.
• Side bar: click New > Other > Drill Through Definitions.
• Team content: Navigate to Team content\Samples_LG_DQ\GO Data
Warehouse (analysis).
• Toolbar: Click New Drill-through Definition.
• Name box: Name Unit 10 Exercise 1_Returns, and then click Next.
• Set scope and target:
• Set the scope to Product from Products.
• Set the target to Unit 10 Exercise 1_Returns (located in My Folders).

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 Unit 10 Drill-through definitions

• Specify the target details:

• From the Action list, select Run the report using dynamic filtering.
• Under Parameter mapping, click map to metadata for the target parameter
Product type, expand Products, and then click the Product type.
• Under Parameter mapping, click map to metadata for the target parameter
Product, expand Products, and then click the Product.
The results appear as follows:

• Click Finish.
• Browser: Close the Drill-through Definitions tab.
Task 4. Create a source report
• Side bar: Create a new report using GO Data Warehouse (analysis) package in
Team content\Samples_LG_DQ.
• Add List:
• Employee by region > Employee by region: Branch region
• Time > Time: Year
• Order method > Order method: Order method type
• Products > Products: Product type
• Products > Products: Product
• Sales fact: Revenue

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 Unit 10 Drill-through definitions

• Toolbar: Group <Branch region>, <Year>, <Order method type>, and

<Product type>
• Toolbar: Click <Branch region>, click Section / unsection
• Toolbar: Click <Year>, click Section / unsection
• Toolbar: Click <Revenue>, click Summarize > Total
• Toolbar: Filters > Add
• [Order method type]=?pOrderMethod?
• [Year]=?pYear?
• Application bar: More > Locked
• Branch region, (and the Text item containing) : , press Delete
• Year, (and the Text item containing) : , press Delete
• Application bar: More > Unlocked
Task 5. Run the source report and use the drill-through
• Application bar: Run HTML
• Order method type: Web
• Year: 2012
A section of the results appears as follows:

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 Unit 10 Drill-through definitions

• Product > TrailChef Cup.

• Toolbar: Navigate > Related links > Find more drill-through links
• Related links: Advanced
The results appear as follows:

• Click OK
The result appears as follows:

• Close all browser windows.

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Enhance report layout

Enhance report layout

IBM Cognos Analytics (v11.0)

© Copyright IBM Corporation 2018

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Unit objectives
• Force page breaks in reports
• Modify existing report structures
• Apply horizontal formatting
• Specify print options for PDF reports
• Format data and report objects

Enhance report layout © Copyright IBM Corporation 2018

Unit objectives

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

View the structure of the report

• To view your report in a different way and see how objects are
organized, view the page structure.

Enhance report layout © Copyright IBM Corporation 2018

View the structure of the report

View the page structure to:
• view the entire contents of a report page in a tree structure
• move objects quickly from one area of a page to another
• modify object properties
• view the page structure, on the toolbar, click View, and then click Page Structure.
A tree structure is useful for locating the objects in a page and troubleshooting
problems with nested objects.
• view a complex layout, it may be difficult to select, cut, and paste objects in the
layout view. Objects are easier to locate in the page structure view. This view can
also be helpful if you want to modify an object but are not sure where the object is
located within the report structure. Once you know where an object it placed, you
can select it and modify its properties.
Objects can be changed in either view, depending on your preference. For example,
you can group and sort list columns in the page structure view. Any changes made in
the page structure view will also be visible in the page design view.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Force page breaks in reports

• Page sets let you associate report pages with a query structure to
force page breaks.

Enhance report layout © Copyright IBM Corporation 2018

Force page breaks in reports

To force page breaks based on a data item, you must associate the page set with a
query and then define a grouping structure for the page set.
You can add multiple detail pages to a page set.
You can also create nested page sets, and can define a master-detail relationship
between them to see data in the nested page set that is related to the data in the parent
page set. For example, you have a page set that shows pages of product line
information. The page set contains a nested page set that shows pages of product type
information.
You can use a page set to create a report that contains detail pages displaying data for
each order method. Each order method type will begin on a new page.
In the slide example, Page Set1 has been grouped by Region. This page set will begin
a new list for each region.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Demonstration 1
Create a report structured on data items

Enhance report layout © Copyright IBM Corporation 2018

Demonstration 1: Create a report structured on data items

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Demonstration 1:
Create a report structured on data items
Purpose:
You have been asked to create a report showing sales rep revenues
generated in each region with each sales region on a separate page. You will
need to design a title page for the report and make changes to the report
using the structure view.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the List
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List to the work area.
3. From the Source tab, add the following query items to the new List:
• Employee by region: Branch region, Country, Employee name
• Sales fact: Revenue

4. Click <Branch region>, Ctrl-click <Country>, and then on the Toolbar, click
Group / Ungroup.
5. Click <Branch region>, then on the Toolbar, click More > Headers &
footers > Create header.
6. With the <Branch region> column still selected, press Delete to remove the
redundant column.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

7. Run the report in HTML.

A section of the results appear as follows:

8. Click Page down.

Multiple sales regions are displayed on the same page. You want each sales
region to display on a different page.
9. Close the rendered report tab.
Task 2. Add page sets to the report
1. On side panel, click the Pages tab, then click Report pages.
2. From the Toolbox, double-click Page set to add it to the Report pages pane.
3. From the Application bar, click Show pages.
4. In the Properties pane, under DATA, change the Query property to Query1.
This will associate the query to the page set.
Task 3. Define the grouping structure for the page set
1. In the Properties pane, under DATA, double-click Grouping and sorting.
2. From the Data items pane, drag Branch region to the Groups folder, then
click OK.

3. In the Report pages pane, drag Page1 onto the Detail Pages folder.

4. Run the report in HTML and then click Page down to examine multiple pages.
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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

The different sales regions are now on separate pages.

5. Close the rendered report tab.
Task 4. Add a cover page title to the report
1. From the Toolbox, drag a Page to Report pages above Page set1.
2. In the Properties pane, under MISCELLANEOUS, in the Name property, type
Cover, and then press Enter.
3. In the Report pages pane, double-click Cover.
4. Click the work area, then from the Toolbar, click the arrow beside Vertical
alignment options , then click Middle .
5. In the work area, click Add , then click Table , choose 1 column and 3
rows, then click OK.
6. Ctrl-click each of the table cells, then from the Toolbar, click the arrow beside
Horizontal alignment , then click Center .
7. From the Toolbar, click Font , then set Family to Arial Black, Size to 20pt,
and Foreground Color to Navy, then click OK.
8. Add a Text item to the top table cell, with the text: Total Revenue by Sales
Representatives.
9. Add a Text item to the bottom table cell, with the text: Sales Report.

10. From the Toolbox, expand LAYOUT, then drag an Image to the middle table
cell.
11. Double-click the Image, then from the drop-down list, select samples/images,
then scroll down until you find cover1.jpg, and double-click it.
12. Run the report in HTML.
The results appear as follows:

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

You now have added a cover page to your report.

13. Page down to see the details in the report.
14. Close the rendered report page.
Task 6. View the report structure and make changes to the
report using the structure view
1. On the side panel, click Pages, then click Page 1.
2. From the Application bar, click Page views , then click Page structure.
All the objects of the report can be reviewed in a tree structure. Here you can
quickly move and modify objects within the page of the report.
3. Expand Page - Page1.
The page body of the report page is displayed. You want to view the structure of
your List and quickly modify the format of all the list column titles in the report.
4. Expand Page body, and then expand List.
5. Click List columns title style.
The results appear as follows:

6. In the Properties pane, under FONT & TEXT, double-click the Font property.
7. Change Family to Arial Black, Size to 12pt, and Style to Italic, then click OK.
8. Click Page views, and then click Page design.
The list column titles are changed to reflect the modifications you made in the
page structure view.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

9. Run the report in HTML.

10. Click Page down to view other pages of the report that now reflect the
formatting you implemented.
A section of the results appears as follows:

11. Close the rendered report tab.

12. Leave the report authoring tab open for the next demonstration.
Results:
You created a report showing sales rep revenues generated in each region
with each sales region on a separate page. You created and designed a title
page for the report. You also made changes to the report using the structure
view.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Horizontal pagination

Enhance report layout © Copyright IBM Corporation 2018

Horizontal pagination
Horizontal Pagination enables you to span wide reports across multiple PDF pages with
the appropriate page number.
You can only use horizontal pagination with list and crosstab reports.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Add horizontal page numbers

• There are three options for adding horizontal page numbers:
▪ Preset (using Number Style)
▪ Custom Number Style
▪ Report Layout Functions

Enhance report layout © Copyright IBM Corporation 2018

Add horizontal page numbers

Add an existing page number from the preset list of styles.
By using the custom style option, you can create your own page number style.
Use a Layout Calculation from the toolbox tab to create an expression that determines
a page number style.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Demonstration 2
Format a report for horizontal viewing

Enhance report layout © Copyright IBM Corporation 2018

Demonstration 2: Format a report for horizontal viewing

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Demonstration 2:
Format a report for horizontal viewing
Purpose:
Management has asked you to create a list report that fits on one page. They
have also asked to create a report with certain columns that repeat on each
page. You will also need to apply different page numbering formats using
horizontal page numbering and report layout functions.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the List
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List to the work area.
3. From the Source tab, add the following query items to the new List:
• Products: Product line, Product type, and Product
• Time: Year
• Order method: Order method type
• Sales fact: Quantity, Unit cost, Unit price, Revenue, Gross profit,
Product cost, Planned revenue
• Sales (query): Gross margin

4. From the Application bar, click Run options , then click Run PDF.
Notice that the list is too wide for one page, so it is split across two pages.
5. Close the rendered report tab.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Task 2. Fit the List to the page width

1. Click the List Container Selector .
2. In the Application bar, click Show properties.
3. In the Properties pane, under GENERAL, double-click Pagination.
Notice that Allow horizontal pagination is selected. This ensures that the List
allows horizontal pagination.
The results appear as follows:

4. Clear Allow horizontal pagination, and then click OK.

5. Run the report in PDF.
Notice that the entire List displays across the width of the page, but it is wider
than an A4 page.
6. Close the rendered report tab.
7. On the Application bar, click Undo to once again enable the Allow
horizontal pagination property.
Task 3. Repeat columns on multiple pages
When a report is split across pages, it is useful to repeat columns to carry
context across. The author determines which List columns should repeat. In this
report, you will repeat Product name, Year, and Order method type.
1. In the Application bar, click Page views, then click Page structure.
2. Expand Page - Page1, expand Page body, expand List, and then expand
List columns.
3. Click <Product>, and then Ctrl-click <Year> and <Order method type>.
4. In the Properties pane, under GENERAL, double-click Pagination.
5. Check Repeat every page, then click OK.
You can only select multiple List columns in the Page structure view.
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6. Run the report in PDF.

7. Scroll down to Page 2.
The Product, Year, and Order method type columns repeat on each page and
provide the reader with sufficient content to understand the report. In a list, you
can repeat any column.
8. Close the rendered report tab.
9. Click Page views, and then click Page design.
Task 4. Add page number to your report
1. Click anywhere in the work area, then on the Toolbar, click More > Headers &
footers, then click Page header & footer.
2. Check the Footer, then click OK.
3. Select the page footer, then on the Toolbar, click Horizontal alignment, then
click Center.
4. On side bar, click the Toolbox tab, then under TEXTUAL, drag a Page number
object to the page footer.
5. Run the report in PDF.
Notice that the page has page number in your report.
6. Close the rendered report tab.
Task 5. Add horizontal page numbering
Currently, the page numbering in your report is 1, 2, 3, and so on. Reporting
provides three methods to create the page numbering: preset, report layout
functions, and custom number style.

1. To use a preset number, double-click the Page number object in the page
footer.
2. the Page number object, double-click 1A, then click OK.
3. Run the report in PDF.
4. Scroll down, to view several of the page numbers in the footer.
The pages are now numbered: 1A, 1B, 2A, 2B, and so on.
5. Close the rendered report tab.
6. To create a number using Custom number style, double-click the
Page number object in the footer, and then click Edit .
7. In the Custom number style dialog, incorporate the following formatting:
• add 3 periods (…) in the box between Vertical and Horizontal.

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• under Horizontal, add a left square bracket ( [ ) in the box to the left of
Letter (upper case), and then add a right square bracket ( ] ) in the box to
the right of Letter (upper case).
The results appear as follows:

8. Click OK to close all dialog boxes.

9. Run the report in PDF.
The custom page number style is applied.
10. Close the rendered report tab.
Task 6. Create numbers using report layout functions
(optional)
1. To create a number using report layout functions, delete the Page number
object in the footer.
2. From the Toolbox tab, expand TEXTUAL, and then drag a Layout calculation
to the footer.
3. Create and validate the following expression:
IF (HorizontalPageCount ()=1) THEN (number2string(PageNumber()))
ELSE ( number2string(ceiling(PageNumber()/HorizontalPageCount()))
+'...('+ mapNumberToLetter('A',HorizontalPageNumber ()-1)+')' )
Hint: Drag the HorizontalPageCount, PageNumber, and mapNumberToLetter
functions from the Functions tab/Report Functions folder; number2string is
found in the Data Type Casting Functions, under the Report Functions folder.
4. Click OK, and then run the report in PDF.
The page numbers are now 1…(A), 1…(B), 2…(A), 2…(B), and so on.
5. Close the rendered report tab.
6. Leave the report authoring tab open for the next demonstration.
Results:
You created a list report with columns too wide for one page and then
modified it to fit on one page. You modified a report so that certain columns
repeated on each page. You also applied different page numbering formats
using horizontal page numbering and report layout functions.

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Modify structures

Add a table
to a row

Add text items and additional

query items to unlocked cells

Enhance report layout © Copyright IBM Corporation 2018

Modify structures
By unlocking the cells, you can add multiple items to a single column to tailor a report to
your needs.
Unlock cells to manipulate an object’s contents. Once they are unlocked, you can
change the text and add objects inside existing objects. This feature is useful for
displaying related information in a single column, or for renaming a column. You can
add additional rows to a list report to add extra information. You can add additional
rows to a list report using the Structure menu.
Once a new row is added you can merge the cells by selecting one or more cells and
then click the Merge cells button.

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Demonstration 3
Create a condensed List report

Enhance report layout © Copyright IBM Corporation 2018

Demonstration 3: Create a condensed list report

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Demonstration 3:
Create a condensed list report
Purpose:
The Human Resources department has requested a list of detailed sales rep
information for each city. To reduce the number of columns in the report, you
will combine information into one column.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report type: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the List
1. Create a new Blank report using the GO data warehouse (query) package.
2. Add a List to the work area.
3. From the Source tab, add the following query items to the new List:
• Employee by region: Country, City, Employee name, Position name,
Work phone, Extension, Email, Date hired.

4. Click <Country>, and then on the Toolbar, click Group / Ungroup.

5. With <Country> selected, on the Toolbar, click More > Headers & footers,
then click Create header.
6. Press Delete to remove the redundant <Country> column.
7. Click the <Country> header, then on the Toolbar, click Horizontal alignment
options > Center.
The result appears as follows:

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8. Run the report in HTML.

The report data spreads out across the page. You want to condense it so that
some of the data appears in a single column.
9. Close the rendered report tab.
Task 2. Unlock cells and condense report data
1. On the Application bar, click More , then click Locked to unlock the
report.
Once cells are unlocked, multiple query items can be merged into a single cell.
2. From the Toolbox, drag a Table to the right of <Work phone>, with 1 column
and 3 rows, and then click OK.
A section of the result appears as follows:

3. Drag <Work phone> into the first row of the table, drag <Email> into the
second row, and then <Date hired> into the third row.
4. Drag <Extension> into the top table cell, to the right of <Work phone>.
The results appear as follows:

You can add text in front of the data items, to identify them.
5. From the Toolbox, drag a Text item to the left of <Work phone>, with the text
Work phone:, press the spacebar, and then click OK.
6. Repeat steps 6 and 7 to add the following text items to the left of <Email> and
<Date hired> respectively: Email: and Date hired:.
7. Drag a Text item between <Work phone> and <Extension>, press the
spacebar, type ext., press the spacebar, and then click OK.
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A section of the results appear as follows:

8. In the Application bar, click More, then click Unlocked to lock the report.
9. Click the Extension column header, Ctrl-click the Email and Date hired column
headers, then press Delete.
10. Click the Work phone list column title, then in the Properties pane, under DATA
ITEM, set the Label property to Contact Information, then press Enter.
11. Run the report as HTML.
All key contact information is consolidated under a single column.
A section of the result appears as follows:

12. Close the rendered report tab.

13. Leave the report authoring tab open for the next demonstration.
Results:
You created a List of detailed sales rep information in each city. To reduce the
number of columns in the report, you combined information in one column.

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Change PDF page orientation to suit report objects

Page 1 - Portrait

Page 2 - Landscape

Enhance report layout © Copyright IBM Corporation 2018

Change PDF page orientation to suit report objects

You can set the page orientation and size for each page in the report independently.

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Set PDF security options

• You can secure PDF reports when you run the report with options.
• You can set a password to secure the document.

Enhance report layout © Copyright IBM Corporation 2018

Set PDF security options

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Demonstration 4
Change a PDF page from portrait to landscape orientation

Enhance report layout © Copyright IBM Corporation 2018

Demonstration 4: Change a PDF page from portrait to landscape orientation

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Demonstration 4:
Change a PDF page from portrait to landscape orientation

Purpose:
You have been asked to build a PDF report that contains a list report and a
crosstab report. You will use PDF Page Setup properties to display individual
report pages as portrait or landscape. You will then create a secured version
of the report.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Type: List
Folder: Sales and Marketing (query)
Task 1. Create the list and page header.
1. Open a new List template using the GO data warehouse (query) package.
2. From the Source tab, add the following query items to the new list report object:
• Sales order: Order number
• Retailers: Retailer name
• Time: Year
• Sales fact: Revenue

3. Click on page work area, on the toolbar, click more and click Headers &
footers, and then click Create header.
4. Select page header, on the toolbar, click Center.
5. On side panel, click the Toolbox tab, under PINNED section, drag Text item.
6. In the text box, type Revenue by Order Number, and then click OK.
You will make a copy of this page so that you have a page header and footer on
the second page.
7. On the Pages tab, click Report pages.
8. In the Report pages pane, right-click Page1, and then click Copy.
9. Right-click the white space below Page1, and then click Paste.
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10. Double-click the new Page2.

11. Click the list Container Selector, and then from the toolbar, click more and click
Delete.
Task 2. Create the crosstab.
1. On the work area, click Add, click Crosstab, and then click OK to close the
Object and query name dialog box and accept the defaults.
2. From the Data/Source tab, add the following query items to the new crosstab:
• Rows area:
• Time: Year
• Columns area:
• Products: Product line
Nested under Product line
• Sales fact: Revenue, Quantity and Gross margin

3. Click the <#Gross margin#> fact cells, and then in the Properties pane, under
DATA, double-click Data format.
4. From the Format type list, select Percent, in the Properties pane, click
Number of decimal places, and then select 2 from the list.
5. Click OK.
6. Click the <#Revenue #> fact cells, and then in the Properties pane, under
DATA, double-click Data format.
7. From the Format type list, select Number, in the Properties pane, click
Number of decimal places, and then select 0.
8. Click OK.
9. Click the list, on the Properties header, click Select Ancestor, and then click
Report
10. In the Properties pane, under REPORT, double-click PDF page setup.
The Orientation is set to Portrait by default. This is the setting for the entire
report
11. Click OK, and then run the report in PDF.
12. Scroll down to the last page.
The crosstab gets split across two or three pages, because the page is not wide
enough to display all data together, when portrait page orientation is used.
13. Close the rendered report tab.
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Task 3. Change the page orientation from portrait to

landscape.
1. On Page2, click anywhere below the crosstab to select the entire page.
2. On the Properties pane header, click Select Ancestor, and then click the
Page object.
3. In the Properties pane, under GENERAL, double-click the PDF page setup
property.
4. Select Override the page setup for this page, click Landscape, and then
click OK.
5. Click Page views, and then click Page structure.
6. Expand Page - Page2, then Page body, and then click Crosstab to select it.
7. From the Properties pane, under GENERAL, double-click Pagination.
8. Clear Allow horizontal pagination, and then click OK.
9. Run the report as PDF.
10. Scroll down to the last page.
The crosstab now fits on a single page. You can vary the orientation by page.
11. Close the rendered report tab.
12. Save the report to My content, naming it
Demonstration 4_Enhance Report Layout.
This report will be used in the next tasks, as well as in Demonstration 5.
Task 4. Explore an unsecured PDF version of the report.
In this task, you will open and copy some text from a PDF report and paste it
into a Notepad document to prove that there is no security on the PDF
document. In the next task, you will create a PDF output which will require a
password to open.
1. From the Welcome to IBM Cognos Analytics screen, click My content.
2. For Demonstration 4_Enhanced Report Layout, click the vertical ellipsis icon
to the right.
3. Click Run as, and then enable Run in background (checkmark appears).
4. In the list of file options, select PDF, and then clear HTML.
5. Click the Advanced header, and then click > next to Delivery.
6. Verify Save the report on the system is selected.
7. Click Done, and then click Run.
8. Wait about five minutes for the report to be generated.

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Task 5. Opening the PDF report

1. From the Welcome screen, click My content, and then click the vertical ellipsis
icon to the right of the Demonstration 4_Enhanced Report Layout.
2. Click View Versions. You should see a timestamp from about five minutes ago.

3. Click the most recent timestamp. You should see the symbol PDF .
4. Click the PDF to open it.
5. Once the PDF is visible, click and drag the cursor over the report to highlight
some of the text, right-click the highlighted text, and then click Copy to copy the
text to the clipboard.
6. From the Start menu, click All Programs, click Accessories, and then click
Notepad.
7. Paste the text into the Notepad document.
This proves that you can copy the content from the PDF document into another
document.
8. Close Notepad without saving the document, and then go back to
IBM Cognos Analytics.
Task 6. Secure a PDF report
1. From the Welcome screen of IBM Cognos Analytics, click My Content.
2. Click the vertical ellipsis icon at the right of Demonstration 4_Enhance Report
Layout.
3. Click Run as, and then click the switch for Run in background to enable it.
4. Select the PDF checkbox, and then clear the HTML checkbox.
5. Click Advanced and then click the > to the right of PDF.
6. Select the checkbox for Requires a password to open the report.
7. In the Password and Confirm Password textboxes, type Education1
8. Click the < Back tab at the top, and then click Run.
9. Wait about five minutes for the report to be generated.
Task 7. Open a secured PDF report
1. From the Welcome screen, click My content.
2. Click the vertical ellipsis icon at the right of Demonstration 4_Enhance Report
Layout.
3. Click View versions.
4. Open the most recent time stamp and then open the PDF.
5. When the PDF appears, you are prompted to type a password because you
secured this version of the report.
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6. Type the password Education1, and then click OK.

7. Close the rendered tab.
Results:
You created a PDF report that contains a list report and a crosstab report. You
used PDF Page Setup properties to display individual report pages as portrait
or landscape. You then created a secured version of the report that required a
password to access.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Format objects across a report

• Format reports quickly and consistently using Cascading Style Sheet
(CSS) classes.

Enhance report layout © Copyright IBM Corporation 2018

Format objects across a report

CSS classes are used in reports and templates.
To determine what class an object uses, select the object and view the Classes
property. An object also inherits the classes set for its parent objects.

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Demonstration 5
Format objects across a report (optional)

Enhance report layout © Copyright IBM Corporation 2018

Demonstration 5: Format objects across a report (optional)

This is an optional demonstration; however, to complete it, you must first complete
Demonstration 4.

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Demonstration 5:
Format objects across a report (optional)

Purpose:
In Reporting, you will override a global style to modify the way report title
objects appear in the report. You will also add a local style and will use it to
format the report footer text. You will then create a report and observe how
these style changes affect it.
You will need to complete Demonstration 4 before starting this demonstration.
Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Task 1. Explore Global Class Extensions.
1. Click My content, and then to the right of
Demonstration 4_Enhance Report Layout, click the vertical ellipsis.
2. Click Edit report.
3. Click Page views, and then click Page design.
4. Click the report title text in the page header, and then in the Properties pane,
under MISCELLANEOUS, ensure that the Classes property is set to Report
title text.
5. In the Properties pane, click Select Ancestor, click Page header, and then
under MISCELLANEOUS, verify that the Classes property is set to Report title
area.
6. On Pages tab, click Classes.
7. In the Global Class Extensions list, select Report title text.
Report title text class corresponds to the class name you set on Page1.
In the Preview pane, Sample Text is underlined. You can explore the Report
title area class to preview its style.
Task 2. Override a class style definition, and then add a new
class
You will now change the report title text style. The changes you make will apply
only to instances of the style in this report.
1. With the Report title text style selected, in the Properties pane, under FONT
& TEXT, double-click the Font property.
2. Click Foreground Color, click Blue, and then click OK.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

3. Click OK to close the Font dialog box, then within the Pages tab, click Page1.
The change you made to the report title text style has been applied. You will
now format the text in the footer of the report.
4. On the Pages tab, click Classes.
5. From the Toolbox, drag a Class object to the Local Classes pane.
6. In the Properties pane, under GENERAL, modify the Label property to be
ReportFooterText, and then press Enter.
7. In the Properties pane, under FONT & TEXT, double-click Font, modify the
properties to Tahoma, 10pt, Bold, Underline, the Foreground Color as
Purple, and then click OK.
8. Click OK to close the Font dialog box.
Notice that the preview window shows the changes that have been made.
9. In the Properties pane, under FONT & TEXT, click the Horizontal alignment
property, and then from the list, select Left.

Task 3. Apply the new class to the report, add details, and run
the report
1. From Pages, click Page1.
2. In the page footer, click on text item object.
3. In the Properties pane, under MISCELLANEOUS, double-click the Classes
property.
4. From the Local classes list, click cls1:ReportFooterText, click Add to select
classes (right arrow), and then click OK.
The style from the Report footer text class you created has been applied.

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5. Run the report as HTML.

A section of the result appears as follows:

The formatting that you applied using the named styles appears in the report.
6. Close the rendered report tab.
Results:
In Reporting, you overrode a global class style and added a new local class
style to the report.

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Unit summary
• Force page breaks in reports
• Modify existing report structures
• Apply horizontal formatting
• Specify print options for PDF reports
• Format data and report objects

Enhance report layout © Copyright IBM Corporation 2018

Unit summary

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 U n i t 1 1 E n h a n c e r e p o r t l a yo u t

Exercise 1
Analyze retailer contacts by country

Enhance report layout © Copyright IBM Corporation 2018

Exercise 1: Analyze retailer contacts by country

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Exercise 1:
Analyze retailer contacts by country
You have been asked to prepare a report that contains retailer contact information for
each retailer for every country. The report must be broken into separate sections for
each country so that the country appears as a section at the top, and only that country's
contacts are displayed on each page.
To create the report, you must perform the following high-level tasks:
• Add the following query items to a new list using GO data warehouse (query)\Sales
(query):
• Employee by region: Country
• Employee by region: City
• Retailers: Retailer name
• Retailers: Contact first name
• Retailers: Contact last name
• Retailers: Contact phone number
• Retailers: Contact extension
• Section on Country; group on City.
• Apply page sets to display all contacts per Country per page.

For more information about where to work and the exercise results, refer to the Tasks
and Results section that follows. If you need more information to complete a task, refer
to earlier demonstrations for detailed steps.

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Exercise 1: Tasks and Results

Portal: http://vclassbase/ibmcognos
User/Password: brettonf/Education1
Package: Team content\Samples\Models\GO data warehouse (query)
Report Template: List
Folder: Sales and Marketing (query)
Namespace: Sales (query)
Task 1. Create the list
• Create a new List report using the GO data warehouse (query) package.
• Source tab: Navigate to Sales and Marketing (query)/Sales (query)/Employee
by region.
• Add Country and City to the list report object.
• Source tab: Navigate to Sales and Marketing (query)/Sales (query)/Retailers.
• Add Retailer name, Contact first name, Contact last name, Contact phone
number, Contact extension.
The results appear as follows:

• Toolbar: Section <Country>.

• Group <City>.
• Run the report in HTML.
A section of the results appear as follows:

• Close the rendered report tab.

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Task 2. Add page sets to the report.

• Pages: Open Report pages.
• Toolbox: Add a Page set to the Report pages pane.
• Properties pane: Associate the Page set to Query1.
Task 3. Define the grouping structure for the page set.
• Properties pane: Add Country to the Groups folder, under Grouping &
sorting.
• Report Pages pane: Drag Page 1 into the Detail Pages folder.
• Toolbar: Run the report in HTML.
A section of the results appear as follows:

You have created a report that contains retailer contact information for each retailer for
each country. The report has been sectioned for each country so that the country
appears as a section header at the top, and each country's contacts are displayed on a
separate page.
• Close the rendered report tab.

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