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Related Books of InterestThe Art of EnterpriseInformation ArchitectureEnterprise MasterData ManagementA Systems-Based Approach for UnlockingBusiness InsightAn SOA Approach to ManagingCore InformationBy Mario Godinez, Eberhard Hechler, Klaus Koenig,Steve Lockwood, Martin Oberhofer, and MichaelSchroeckBy Allen Dreibelbis, Eberhard Hechler, IvanMilman, Martin Oberhofer, Paul Van Run, andDan WolfsonISBN: 0-13-236625-8The Only Complete Technical Primer for MDMPlanners, Architects, and ImplementersISBN: 0-13-703571-3Architecture for the Intelligent Enterprise: PowerfulNew Ways to Maximize the Real-Time Value ofInformationIn this book, a team of IBM’s leading informationmanagement experts guide you on a journey thatwill take you from where you are today towardbecoming an “Intelligent Enterprise.”Drawing on their extensive experience workingwith enterprise clients, the authors present a new,information-centric approach to architecture andpowerful new models that will benefit any organization. Using these strategies and models, companiescan systematically unlock the business value ofinformation by delivering actionable, real-time information in context to enable better decision-makingthroughout the enterprise—from the “shop floor” tothe “top floor.”Enterprise Master Data Management providesan authoritative, vendor-independent MDMtechnical reference for practitioners: architects, technical analysts, consultants, solutiondesigners, and senior IT decision makers.Written by the IBM data management innovators who are pioneering MDM, this booksystematically introduces MDM’s key conceptsand technical themes, explains its businesscase, and illuminates how it interrelates withand enables SOA.Drawing on their experience with cutting-edgeprojects, the authors introduce MDM patterns,blueprints, solutions, and best practicespublished nowhere else—everything youneed to establish a consistent, manageableset of master data, and use it for competitiveadvantage.Listen to the author’s podcast at:ibmpressbooks.com/podcastsSign up for the monthly IBM Press newsletter atibmpressbooks/newsletters

Related Books of InterestData Integration Blueprintand ModelingThe New Era of EnterpriseBusiness IntelligenceTechniques for a Scalable andSustainable ArchitectureUsing Analytics to Achieve a GlobalCompetitive AdvantageBy Anthony David GiordanoISBN: 0-13-708493-5By Mike BiereISBN: 0-13-707542-1A complete best-practice data integrationblueprint for reducing data warehouse costsand improving resultsA Complete Blueprint for Maximizing theValue of Business Intelligence in theEnterpriseData integration now accounts for a majorpart of the expense and risk of typical datawarehousing and business intelligenceprojects—and, as businesses increasingly relyon analytics, the need for a blueprint for dataintegration is increasing now more than ever.Data Integration Blueprint and Modelingpresents the solution: a clear, consistentapproach to defining, designing, and buildingdata integration components to reduce cost,simplify management, enhance quality, andimprove effectiveness. Leading IBM datamanagement expert Anthony David Giordanobrings together best practices for architecture,design, and methodology and shows how todo the disciplined work of getting dataintegration right.The typical enterprise recognizes the immense potential of business intelligence (BI)and its impact upon many facets within theorganization—but it’s not easy to transformBI’s potential into real business value. In TheNew Era of Enterprise Business Intelligence,top BI expert Mike Biere presents a completeblueprint for creating winning BI strategiesand infrastructure, and systematically maximizing the value of information throughout theenterprise.This product-independent guide bringstogether start-to-finish guidance and practicalchecklists for every senior IT executive, planner, strategist, implementer, and the actualbusiness users themselves.Listen to the author’s podcast at:ibmpressbooks.com/podcastsVisit ibmpressbooks.comfor all product information

Related Books of InterestViral Data in SOAAn Enterprise PandemicFishmanISBN: 0-13-700180-0DB2 9 for Linux, UNIX, andWindowsMining the TalkUnlocking the Business Value inUnstructured InformationBy Scott Spangler and Jeffrey KreulenISBN: 0-13-233953-6DBA Guide, Reference, andExam Prep, 6th EditionBaklarz, ZikopoulosISBN: 0-13-185514-XLeverage Unstructured Data to BecomeMore Competitive, Responsive, andInnovativeDB2 pureXML CookbookIn Mining the Talk, two leading-edge IBMresearchers introduce a revolutionarynew approach to unlocking the businessvalue hidden in virtually any form ofunstructured data–from word processingdocuments to websites, emails to instantmessages.Nicola, Kumar-ChatterjeeISBN: 0-13-815047-8Master the Power of the IBMHybrid Data ServerDynamic SOA and BPMBest Practices for Business ProcessManagement and SOA AgilityFiammanteThe authors review the business driversthat have made unstructured data soimportant–and explain why conventionalmethods for working with it are inadequate. Then, writing for businessprofessionals–not just data miningspecialists–they walk step-by-stepthrough exploring your unstructureddata, understanding it, and analyzing iteffectively.Sign up for the monthly IBM Press newsletter atibmpressbooks/newslettersISBN: 0-13-701891-6Decision ManagementSystemsA Practicle Guide to Using BusinessRules and Predictive AnalyticsTaylorISBN: 0-13-288438-0

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IBM Cognos 10Report StudioPractical Examples

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IBM WebSphereIBM Cognos 10Report Studio[SUBTITLE ]Deployment and AdvancedPractical ExamplesConfigurationRoland Barcia, Bill Hines, Tom Alcott, and Keys BotzumFilip DraskovicRoger JohnsonIBM PressPearson plcUpper Saddle River, NJ Boston Indianapolis San FranciscoNew York Toronto Montreal London Munich Paris MadridCape Town Sydney Tokyo Singapore Mexico Cityibmpressbooks.com

The authors and publisher have taken care in the preparation of this book, but make no expressed orimplied warranty of any kind and assume no responsibility for errors or omissions. No liability is assumedfor incidental or consequential damages in connection with or arising out of the use of the information orprograms contained herein. Copyright 2012 by International Business Machines Corporation. All rights reserved.Note to U.S. Government Users: Documentation related to restricted right. Use, duplication, or disclosureis subject to restrictions set forth in GSA ADP Schedule Contract with IBM Corporation.IBM Press Program Managers: Steven M. Stansel, Ellice UfferCover design: IBM CorporationAssociate Publisher: Dave DusthimerMarketing Manager: Stephane NakibExecutive Editor: Mary Beth RayPublicist: Andrea BledsoeSenior Development Editor: Christopher ClevelandManaging Editor: Kristy HartDesigner: Alan ClementsTechnical Editors: Sue Mitchell, Ronald OlenicSenior Project Editor: Lori LyonsCopy Editor: Cheri ClarkIndexer: Brad HerrimanCompositor: Nonie RatcliffProofreader: Water Crest PublishingManufacturing Buyer: Dan UhrigPublished by Pearson plcPublishing as IBM PressIBM Press offers excellent discounts on this book when ordered in quantity for bulk purchases or specialsales, which may include electronic versions and/or custom covers and content particular to your business,training goals, marketing focus, and branding interests. For more information, please contactU.S. Corporate and Government or sales outside the U. S., please contactInternational Salesinternational@pearson.com

The following terms are trademarks or registered trademarks of International Business MachinesCorporation in the United States, other countries, or both: IBM, the IBM Press logo, Cognos, and SPSS.Other company, product, or service names may be trademarks or service marks of others.Library of Congress Cataloging-in-Publication DataJohnson, Roger.IBM Cognos 10 Report Studio : practical examples / Roger Johnson, Filip Draskovic.p. cm.ISBN 978-0-13-265675-7 (pbk.)1. Business intelligence—Computer programs. 2. Business report writing—Computer programs.3. Database management—Computer programs. 4. IBM software. I. Draskovic, Filip. II. Title.HD38.7.J63 2012651.7'4028553—dc232011032352All rights reserved. This publication is protected by copyright, and permission must be obtained from thepublisher prior to any prohibited reproduction, storage in a retrieval system, or transmission in any form orby any means, electronic, mechanical, photocopying, recording, or likewise. For information regardingpermissions, write to:Pearson Education, IncRights and Contracts Department501 Boylston Street, Suite 900Boston, MA 02116Fax (617) 671 3447Text printed in the United States on recycled paper at R.R. Donnelley in Crawfordsville, Indiana.First printing October 2011ISBN-13: 978-0-13-265675-7ISBN-10: 0-13-265675-2

I’d like to thank my wife, Danijela, for encouragement and support throughoutthe writing of this book and for letting me check one item off my bucket list. Ialso would like to thank my son Luka and daughter Mia for showing me whatreally is important in life and my parents for showing me that hard work andperseverance do pay off.—Filip DraskovicI’d like to thank my wife, Pearl, and daughters, Sylvie and Sapphire, for allowing me to make the work/life balance lean too heavily in one direction. The loveyou give means so much to me. I also want to thank my parents, Bill and Pat, forall of their love and support over the years.—Roger Johnson

ContentsAbout the AuthorsxviForewordxviiPrefaceChapter 1xviiiCreating Consumer-Friendly ReportsHighlight Selected TextDesignStep-by-StepAvoiding Query MacrosDesignStep-by-StepComplex Crosstab CalculationsDesignStep-by-StepSummaryChapter 2112210121320202124Matching the Report to the AnalysisThe DashboardDesignStep-by-StepPrompting from an Entire HierarchyDesignStep-by-StepAdditional Dimensional FunctionsDesignStep-by-StepMaster-Detail Report from Two Separate 0

xiiContentsConfiguring the Interactive DashboardScenarioDesignStep-by-StepSummaryChapter 3Understanding the Report HierarchyLayout LibraryDesignStep-by-StepUsing the Layout LibraryDesignStep-by-StepInheriting FormattingDesignStep-by-StepInheriting StructureDesignStep-by-StepCreating the Briefing BookDesignStep-by-StepSummaryChapter 4Overriding the Data ModelCreating a UnionDesignStep-by-StepJoining SQL and Model QueriesDesignStep-by-StepSummaryChapter 5Additional ExamplesUsing HTML to Enhance FunctionalityFinal ProductDesignStep-by-StepIntegrating Multiple Queries into a Complex ReportFinal 3156156157172175176176176177187188188189199

ContentsChapter 6xiiiNew Techniques in Version 10Using Active Reports to Replace HTML CodeDesignStep-by-StepAdding Local Data Sources to ReportsDesignStep-by-StepNew Charting Options and Active ReportsDesignStep-by-StepStatistical 207207208220220221247247249268271

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AcknowledgmentsFirst, we would like to acknowledge all the Cognoids out there who have encouraged us to thinkbeyond the course material and to look deeper into the functions of IBM Cognos Business Intelligence.We would like to thank the crew at IBM Press for the opportunity to share this book withyou. Our technical reviewers, Ronald Olenic and Sue Mitchell, provided some wonderful insightsand even taught us a few more things that found their way into this book. Thanks go to ChrisCleveland for his help in bringing the best possible product to our readers.Thank you to our Executive Editor, Mary Beth Ray, for allowing us the opportunity to create this book on a flexible schedule.Being a part of a great team like the IBM North American Education Services Team, wewould like to thank all of our peers on the team who shared tips with fellow educators and askedfor new ways to answer student reporting questions.We would also like to thank Jesus Salcedo for his assistance in reviewing the statisticalanalysis example. His understanding of statistics, matched with his passion, is an inspiration to usnonstatisticians.Roger would like to thank Nathan Nyvall as the manager who interviewed him five yearsago for the education specialist position and started him down the path of business analytics education. It has led to a continued effort toward “world domination.”Also, he would like to thank Filip for teaming together on our international efforts in thisbook. I think we did a pretty good job.Filip would like to thank Roger for talking him into doing this book and teaching himpatience.xv

About the AuthorsFilip Draskovic has spent his professional career, which covers the past 11 years, living andbreathing IBM Cognos. For the first 8 years of his career, he had been an IBM Cognos consultantand developed his skills applying IBM Cognos Business Intelligence and Planning solutions inmultiple industries. Wanting to do something different, he spent the next 3 years as a Cognostrainer teaching public and private IBM Cognos courses in IBM’s offices around North America.Following his desire to constantly gain new experiences and knowledge, he is currently filling therole of an IBM Cognos client technical professional. You can find him today in Toronto’s financial district. At home, with his wife, he is enjoying raising their son and daughter.Roger Johnson is a learning consultant on IBM Cognos technologies delivering a wide varietyof courses focusing on the needs of his learners. His education experience has been honed overyears of work in training software professionals, college students, and many types of technologyusers. After he started his career as a computer programmer, a co-worker said, “Hey, you do community theater productions. You would make a good trainer.” With those words, his career took adifferent direction. Over the next 20 years, he never moved too far from either technology or education. As a learner, he has master’s degrees in Systems Management and Education. Currently,he is researching the end-user adoption of technology as his doctoral dissertation at Capella University. He calls Orlando home, but is regularly seen around North America delivering any number of IBM Cognos courses. When he is home, he enjoys the time he gets to spend with family,and his dogs keep him busy jogging around the lake.

ForewordWhen I was eight, I had a friend who could build absolutely anything out of those little brightcolored, plastic interlocking blocks. Spaceship with wings, solar-powered treehouse, prehistoricmonster; you name it, he could build it. He had one giant pillowcase full of the blocks, and a stackof instructions by his bedside. I remember him looking at the step-by-step guides, picking andchoosing among the patterns, and then combining them to provide me with the monster truckequipped with water skis that I had requested.Mastering any creative process requires a thorough knowledge of available techniques andtools, as well as ongoing exposure to new ideas and ways to apply those techniques. I will not stretchmy metaphor so much as to pretend that report authoring is as fun as building miniature skyscrapers.But if you are reading this book, you likely know that business analytics continue to be critical asavailable data increases in step with our need for information. Improving your skills in report authoring with IBM Cognos Report Studio allows you to deliver easily consumable information and business insights.In the IBM Business Analytics curriculum development team, we develop courses that provide you with the skills you need to build effective reports. We write step-by-step instructions tohelp you practice report authoring techniques and build your competence with the variety of toolsavailable to you. Self-paced courses offer flexible and quick ways to digest both the basics andthe advanced techniques of IBM Cognos Report Studio. Online offerings enable you to attendclass without incurring the added expense of travel. In-classroom courses deliver the skills practice combined with the expertise of experienced instructors.This book does not replace training, nor does training replace the need for a book like this.They complement each other by giving you exposure to new techniques, new ideas. It is instructors like Roger and Filip who bring the classroom experience to life, who help you understandhow report authoring techniques can be modified and adjusted to help you build the reports thatimpact your business. With this book, they are sharing with you the application of key concepts toa variety of problems. They have added a new stack of instructions to your bedside and someshiny new blocks for your pillowcase.Erin PykaBusiness Analytics Curriculum Development

PrefaceAs instructors, we have seen many students who want to learn more about business analytics.They ask us questions about how to apply concepts in class to their reports back at the office. Weare pushed to understand more about the product to be able to help them apply the technology.This book was inspired by the many questions that were asked and by our belief that IBM CognosReport Studio’s uses are limited only by your imagination.Readers of this book should already have a good understanding of creating reports in IBMCognos Report Studio. This book should not be considered as a replacement for more formaltraining classes, but as a method to enhance the concepts developed in the classroom. If you havepurchased this book and have not attended training yet, we would encourage you to attend a class.Okay, we are being a little selfish here in saying that you should come attend our classes, but wefeel that the interaction of an instructor and a learner can spark many more ideas about how toenhance the experience of learning new technology.The promise of business analytics can transform the way organizations process information. This technology can close the gap between information technology and the business userswho consume the information presented. Instead of presenting 500-page reports that force analysts to sift through them, report writers can create a series of reports that follow how those analysts look at the data. Reports can be generated that use both textual and graphical formats toallow complex relationships to become quickly evident.IBM Cognos Business Intelligence (BI) 10 is a huge step toward the delivery of that promise. IBM Cognos Report Studio allows information technology specialists to create powerfultools for business analysis. Our goal for this book is to help report writers to think about reportdevelopment in new ways and to help them think of report creation from a different perspective.ApproachAs an extension to your expertise in IBM Cognos Report Studio, this book looks to enhance yourability to create complex reports. While these reports are complete in their design, you may find

Prefacexixthat some of the examples could be further improved based on your skills. Our goal in this book isto introduce you to techniques that may not be evident. Hopefully you’ll find a few tips in eachexample that you did not know already. Also, we would challenge you to look for ways to furtherenhance the design and interactivity within these examples. This is the method we used to createthis book, and this is how you can improve your ability to deliver the reports that the users need inorder to improve their decision-making processes.While the focus of this book in on using IBM Cognos 10 for report development, the firstfive chapters can be completed in a similar manner in IBM Cognos 8 BI. Chapter 6 focuses on thefeatures that are available only in the latest version of the software. We tested this book using the8.4 and 10.1 rel

IBM WebSphere [SUBTITLE ] Deployment and Advanced Configuration Roland Barcia, Bill Hines, Tom Alcott, and Keys Botzum Filip Draskovic Roger Johnson IBM Press Pearson plc Upper Saddle River, NJ Boston Indianapolis San Francisco New York Toronto Montreal London Munich Paris Madrid

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