Cognos Analytics Navigation - Purdue University
Cognos AnalyticsNavigationCOG 101Cognos Version 11.1.7November 2020
Purdue IBM Cognos Analytics for UsersBusiness Intelligence Competency CenterCopyright 2020 by Purdue University. All rights reserved. Some topics of this manual reference IBMCognos proprietary materials.Permission to print or copy this material is granted to Purdue University faculty and staff for Purduebusiness purposes. Any other reproduction or use requires written permission of ITaP BusinessIntelligence Competency Center, Purdue University.Page ii
Purdue IBM Cognos Analytics for UsersTable of ContentsConsuming Reports . 4Security . 5Data Classification & Handling . 5Accessing Cognos Analytics . 6Main Portal Page Content . 7Application Bar . 8Personal Menu . 9Navigation Bar. 12Navigating Cognos Analytics Folders and Objects . 13Icons in My Content and Team Content . 13Breadcrumb Trail . 15Folder Features . 16Filtering Folder Content . 17Running Reports . 19Report Output Format Options. 20Prompts . 21Drill Through Reports . 22Creating Report Views . 23Report View Options . 25View and Manage Saved Report Output . 28Creating Subscriptions . 30Server Response Considerations . 34Best Practice for Email Report Output . 35Logging Off . 36Troubleshooting . 36Feedback on this Document . 36APPENDIX A – Run Report in Background – If you HAVE WRITE access to the folder where the report ishoused . 37APPENDIX B – Run Report in Background – If you do NOT have WRITE access to the folder where thereport is housed . 41Page 3
Purdue IBM Cognos Analytics for UsersConsuming ReportsConsumers use IBM Cognos Analytics to run pre-written reports. You can subscribe, schedule, view,download, or print report output information based on the report logic. The results can be exported intothese formats: ExcelExcel dataCSV (for mail merge or import into other systems)Adobe Acrobat (.pdf) for printingXMLWeb based HTML format for viewingData for Cognos reports usually comes from these sources.Boiler Insight - Business DataBusiness and HR DataGM AIMS The data in these reportscomes from SAP. The data in these reportscomes from SAP. Contains Human Resources(HR) and Financial (FI) data. Contains Human Resources(HR) and Financial (FI) data. Data is typically one businessday old, depending on theStar. Data is typically onebusiness day old, dependingon the Star.Physical Facilities The data in thesereports comes fromSAP. Data is typically one dayold.Student DataBanner Operational Data Store (ODS)Banner Enterprise Data Warehouse (EDW) Base data from the Banner systems. Base data from the Banner systems. Data is loaded into the ODS nightly. Transformed data from ODS for freeze files. Data is one day old. Data can come from multiple freeze dates.Page 4
Purdue IBM Cognos Analytics for UsersSecurityKeeping data safe and secure is now a part of Indiana law. Cognos is designed as a secure environmentfor viewing data. If data must be extracted, take proper precautions to secure it. DO NOT save sensitivedata on your PC (usually C: drive). If you must save the output, be sure to save it to a LAN drive or othersecured location.Review the link below for protection of data and for your own safety.Data Classification & andling/index.phpPage 5
Purdue IBM Cognos Analytics for UsersAccessing Cognos Analytics All users access Cognos by using Purdue career login and BoilerKey. Internet Explorer, Google Chrome, and Mozilla Firefox can be used with Cognos Analytics. Cognos isnot supported with the use of Edge. The standard Cognos Maintenance window is Saturdays from 3:45PM to Midnight. Additionaloutages will be communicated.General Use URL (PROD)The URL for Cognos is https://reporting.itap.purdue.edu(NOTE: For future use, you may want to add the URL to your favorites).Training URLWe will be using a test environment for training.1. Go to https://reportingqa.itap.purdue.edu2. Enter your network credentials. User ID: on the first line and BoilerKey: on the second.3. Click the Sign in button or Enter to continue.Log on PageUse Purdue Network ID and BoilerKeyWelcome Page4. When authentication is complete, you will see the Welcome to IBM Cognos Analytics main page.Page 6
Purdue IBM Cognos Analytics for UsersMain Portal Page ContentPage 7
Purdue IBM Cognos Analytics for UsersApplication BarWelcome Toggle between main portal page and newor opened reports. House icon indicates you are on the HomePage. Clickto close objects in the window.More Used to set report output as your homepage (not generally recommended).(Default is main portal page) Capabilities change depending where youare in navigation or authoring.Notification Indicator Alerts user when subscribed reports havefinished executing.Personal Menu Settings related to you as the user. Includes preference settings and schedule& subscription maintenance. Used to sign out of Cognos.Page 8
Purdue IBM Cognos Analytics for UsersPersonal MenuThe personal menu is related to anything relating to you as auser. This includes your security settings and personalpreference settings within the portal.My Preferences Click on the Person Iconlocated on the Application Barand select My preferences. Report Format: Users can changeall reports to run in a preselected mode,but this is not recommended.Default is HTML. Show hints: Users can turn hintson or off on the main portal page andwithin the authoring tool.The current setting in this example isoff, or unchecked.Additional settings are not typically changed.Page 9
Purdue IBM Cognos Analytics for Users1. Select the Personal tab. Use the down arrow across fromAdvanced to open additional options. Renew credentials after changing your password for Subscriptions and Schedules can be found here. Click Renew after password changes for Subscriptions and Schedules to continue running.Additional settings under My preferences are not typically changed.My schedules and subscriptionsUsers can subscribe to a report they use often or on a regular basis. When you subscribe to a report, thesubscription includes all your prompt and parameter values. My schedules and subscriptions displaysuser subscriptions as well as schedules. It can be used to research failed report schedules, deleteschedules/subscriptions, and modify schedule/subscription rules.Page 10
Purdue IBM Cognos Analytics for UsersNOTE: More details and steps for creating subscriptions are found on page 29. Scheduling report runs iscovered in the COG 111 training.Sign Out1. Click Sign Out to leave CognosAnalytics.2. Close the browser.Page 11
Purdue IBM Cognos Analytics for UsersNavigation BarNote: Icon text descriptions onlydisplay if monitor size is wideenough. If you only see icons,hover over the icons objects todisplay descriptions.SearchMy ContentSearch for items by keywords and select Enter key.Searches can be savedMy Content foldersTeamContentTeam Content foldersRecentRecently viewed report type objects and dashboardsResourcesNewClick to find links to additional information on Cognos, Authoring, andother documentation related to reporting at Purdue University,(formerly Resources tab)To create a new report, select the icon (authors only)Hints IconThe Hints icon appears beside suggested icons. Clicking on the green button will open an information boxexplaining what the icon can do for you. Each information box contains a Turn off hints link if you choose to not use the Hints icon.Users can also disable/enable the Show hints feature under My preferences/General tab.(NOTE: ALL icon hints will be turned off).Page 12
Purdue IBM Cognos Analytics for UsersNavigating Cognos Analytics Folders and ObjectsMy Content Formerly My Folders Contains objects only viewable bythe user Users can copy reports fromTeam Content folders and save toMy Content for personal useTeam Content Formerly Public Folders Contains standard reportsand departmental foldersand reports Users view items based onsecurity rolesResources Added by Purdue BICC Links to Cognos userdocumentation and QRC’s(Quick Reference Cards) Authoring resources Links to Cognos training Information for HR/FI andStudent reporting links anddocumentationIcons in My Content and Team ContentUsers can hover over items for a ueryStudio”ReportReport ViewNote: Users may or may not see some of these options asthey are based on access and Cognos license capabilities.Page 13DashboardShortcut
Purdue IBM Cognos Analytics for Users Click on Team Content to open a window pane. The first pane generally contains folder icons. Clicking a folder name will open anther pane.Click on the name of thefolder to open folders andsee additional objects.Right-click the reportname link to select Runas and see additionaloptions for the report.ORClick the ellipsis for thesame list of options.Note: Users may not see some ofthese options as they are based onaccess and Cognos licensecapabilities.Page 14
Purdue IBM Cognos Analytics for UsersBreadcrumb TrailThe breadcrumb trail keeps track of where a user has been in clicking through the folder structure. InCognos Analytics, as users click through the folders, the breadcrumb path collapses as more folders areselected. This makes it more difficult for a user to find their “way back home.”There are many options for users to work their way back or display their path.1. Navigate to Team Content, Samples, Reports, and click the Standard Reports folder.2. Click on the folder icon located in the Breadcrumb trailto see the previous folders used to navigate to thecurrent folder.3. Click off the folder area and click on Team content in theNavigation pane to reopen the window pane.4. Now select the back arrow. This will takethe user back one folder level with eachclick.Users can also pull the menu to the right to view entire path.5. Hover the curser over the right side of the box. When the double line and double arrow curserappears, drag the window to the right. Each time the Team Content is chosen from the Navigation Bar, it will automatically return to thisview until selecting Team Content from the Breadcrumb Trail and clearing the breadcrumb menu.Page 15
Purdue IBM Cognos Analytics for UsersFolder Features1. Navigate to Team Content, Samples, Reports.2. Hover over Standard Reports and click the ellipsis to the right of the name.3. The options list for folders opens.Note: Users may not see some ofthese options as they are based onaccess and Cognos licensecapabilities.Copy link to share content with other users.Used to update logged in user to become folder owner.Copy folder object to another destination in Cognos. Moveoption is based on user’s access.Used to create a shortcut version of the folder.Used to delete a folder, based on user access.Displays folder owner, shows folder create and modify dates, andview a folder description if provided.Page 16
Purdue IBM Cognos Analytics for UsersFiltering Folder Content4. Click on the Funnel icon to open filtering options.Default is set to “All Content”.To only see reports that arecontained in this folder, check“Reports”. This will filter out allother objects except reportobjects.5. Use the plus icon to the left of the filter funnel to create new folders. Available to all users in the MyContent folder. (Note: Some users will see it in Team Content as it is based on folder security).Page 17
Purdue IBM Cognos Analytics for Users6Right-click on Customer lifetime value analysis report OR click the ellipsis to the right of the reportname. Notice the row is highlighted and an options menu appears.Allows selection of report output type and Runin background modeOpens report in authoring tool for edits andchangesCreates a report view, usually used to create acopy for schedulingDisplays any previously saved report output andprevious run historyA collection of reports. A job allows a user to setthe same schedule for multiple reports, reportviews, and other jobs.Copy link to share content with other usersUsed to update logged in user to become reportownerCopy report object to another destination inCognos. Must have write access to selecteddestination.Used to create a shortcut version of the report.Not generally recommended.Used to delete the report objectDisplays report owner, relevant dates, reportdescription and other options based on useraccessPage 18Note: Users maynot see all of theseoptions as they arebased on accessand Cognos licensecapabilities.
Purdue IBM Cognos Analytics for UsersRunning Reports1. Select Team content, Samples, Reports then Standard reports.2. Right-click the report link Customer lifetime value analysis,3. Select Run as, then click Run.The report will run and display output within the same window.New options appear on the Application bar.SaveRunMoreWelcomeSave as: Save the open report to another folder within Cognos.Save as report view: Used to create a Report view version of the reportfor scheduling reports.Users can select to rerun a report in a different output, rather than thecurrent default setting. (See page 20 of this manual)The More options change when a report is open. It allows a user to: Set the current report output as their home page Share the report by providing the url link to the report (Note:recipients of the link must have a Cognos license to open and viewthe report). Embed the report into another document Create a Subscription to the reportThe Welcome icon changes to show what you currently have open. Inthis example Customer lifetime value analysis is the only other objectcurrently open. Click to view open windows, close windows, or toggle between openwindows. Click theto close the object/report.4. Close the Customer lifetime value analysis report window.Page 19
Purdue IBM Cognos Analytics for UsersReport Output Format OptionsThis document provides information on the Cognos output options and behaviors when exporting Cognosreports. This is a report’s usual default. Web based and designed for viewing report output on-screen. If the report contains tabbed layouts, all pages will be displayed andaccessible. Export data which is tab-delimited and can be imported to (or read by)other software. Strings are not enclosed in quotation marks. CSV exports show only the results of the report query. Page layout items, such as titles, images, totals, and subtotals, etc., do notappear. Only the first page of tabbed layouts will appear. If the first page of the report contains more than one report object (list orcrosstab), only the first object is displayed. Previously named Excel 2007 Format Supports lists, crosstabs, icons, titles, subtotals, totals, and charts. Preferable over Excel 2002. Each page of a tabbed layout will render as its own worksheet in Excel.NOTE: Authoring Users: If Rows per Page in the Report Page Properties ispopulated with a value, this Excel version will page break into separateworksheets based on the number of rows per page. Report formatting (titles, charts, icons, subtotals, totals, etc.) are droppedand data is returned in spreadsheet format (like CSV file). Only the first page of tabbed layouts will appear. If the first page of the report contains more than one report object (list orcrosstab), only the first object is displayed. Used for printing and distributing output in Adobe Acrobat Reader. You must have administrator privileges to specify the advanced PDFoptions. Each page in a tabbed layout report will render its own page.NOTE: Authoring Users: To modify the PDF default settings for the report,open the Authoring tool and open the properties for Page, then PDF PageSetup. XML report outputs save the report data in a format that conforms to aninternal schema, xmldata.xsd. Is useful if you want to use a report as a data source for another report. NOTE: For reports that have more than one query defined in the report,unless the additional queries are used for prompts, the following is true –if the report contains more than one data container, such as a crosstaband a list, and both containers use the same query, only the output for thelist is produced. If the report contains multiple lists, only the output for thefirst list is produced. If the report contains multiple crosstabs and multiplelists, only the output for the first list is produced.HTMLCSVExcelExcelDataPDFXMLPage 20
Purdue IBM Cognos Analytics for UsersPromptsMost reports will display a prompt page once you send the request. This helps make reports moreversatile for more users. It also helps the report process to become faster by limiting the amount of datacoming back from the database. Prompts can be single select or multi select. Prompts can be required or optional. A red asterisk * indicates this prompt is mandatory. Finish or Submit buttons are grayed out until a mandatory prompt is selected. Some prompts only allow you to choose one value.Use the Ctrl key and/or Shift key with the mouse to select multiple values within the promptbox.Some prompts have Select all and De-select all links below the prompt.All prompt pages contain a Cancel, Submit, Finish or OK button to cancel or execute thereport.If prompts are optional and none are selected, the report may take longer to complete. Not all prompt pages look the same. Report authors have the ability to create different designs andlayouts base
Purdue IBM Cognos Analytics fo r Users Page 5 Security Keeping data safe and secure is now a part of Indiana law. Cognos is designed as a secure environment for viewing data. If data must be extracted, take proper precautions to secure it. DO NOT save sensitive data on your PC (usually C: drive).
found in the Cognos Connection User Guide, a link to which can be found on the Resources tab in the IIT Cognos portal. 2. About the Cognos Portal The IIT Cognos Portal (aka "Cognos Connection") allows users to access Cognos reports and launch the various Cognos tools for authoring reports and queries based on data stored
used outside of Cognos. The xml can be opened, modified, or copied from one Cognos environment to another. The follow steps can be used to copy your Cognos 10 BI Reports over to Cognos 11 Analytics: 1) In Cognos 10 - In order to view a reports specification (spec), open it up to view in Reports Studio.
2 IBM Cognos Business Intelligence Version 10.1.1: Using IBM Cognos Series 7 and IBM Cognos Business Intelligence in the Same Environment. Chapter 2. Set up Interoperability Between IBM Cognos Series 7 and IBM Cognos BI Set up interoperability before and during migration to provide continuity to your
IBM Cognos ReportNet Model Upgrade 367 Verifying the Model in IBM Cognos ReportNet 367 Opening and Upgrading the Model 368 Verifying and Repairing the Upgraded IBM Cognos ReportNet Model 370 IBM Cognos 8.1 or 8.2 Model Upgrade 374 Verifying the Model in IBM Cognos 8.1 or 8.2 374 Opening and Upgrading the IBM Cognos 8.1 or 8.2 Model 375
Componentes de Cognos Mobile instalados en un sistema . . 33 Componentes de Cognos Mobile instalados en distintos sistemas . . 34 IBM Cognos Analytics con otr os pr oductos de IBM Cognos . . 34 Pr oductos de IBM Cognos que inter operan con IBM Cognos Analytics . . 34 Capítulo 3.
Cognos Framework Manager Primary modeling tool in Cognos ReportNet, Cognos 8, Cognos 10 Still used widely in Cognos Analytics 11 some customers only use packages from FM IT centric tool used by developers and data modelers Not really meant for 'end users' but some have tried From an era of the 'single source of truth DWH'
An Introduction to Cognos AP Dashboard Version: 2.0 Dec 2020 Page 1 of 6 Cognos AP: Dashboard, Invoice Enquiry and Supplier Enquiry Background information Cognos Cognos information is built overnight, from a snapshot of CUFS taken at midnight That means that any changes you made in CUFS, won't update to Cognos until the next day
In this guide, the current Cognos version 10 user interface is called the Cognos 10 UI. The Cognos version 11 user interface is called Cognos 11 UI. . Query Studio, and Workspace. HINTS The green dot displayed in the Cognos 11 UI indicates a UI hint is available for that feature. Clicking the green dot opens a brief description of the feature.
