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October 11, 2006

Cognos ReportNet Training. October 11, 2006. Introduction. Presenter: Ray Nowell E-mail: raynowell@huntersystems.com Phone: (205) 298-8796. Objectives. High level technical review of Cognos ReportNet Basic Security (Setup Users and Groups) Present the Cognos ReportNet Components

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October 11, 2006

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  1. Cognos ReportNet Training October 11, 2006

  2. Introduction • Presenter: Ray Nowell • E-mail:raynowell@huntersystems.com • Phone: (205) 298-8796

  3. Objectives • High level technical review of Cognos ReportNet • Basic Security (Setup Users and Groups) • Present the Cognos ReportNet Components • Learn to use Report Studio to create reports • Create Sample Reports

  4. Cognos ReportNet Overview • Made up of Four Components: • Framework Manager • Used to create and publish metadata on which the reports are based • Cognos Connection • The Web portal that provides the access point to all data available in ReportNet • **Report Studio** • Used to create and manage reports (accessible from Cognos Connection) • Query Studio • Used to create ad hoc reports (accessible from Cognos Connection)

  5. Cognos ReportNet Framework Manager

  6. Framework Manager • Windows Application that is run from the Cognos Machine • Consists of three main components: • Data Source • Points to the data store (e.g. Access Database) • Data Model • Multi-tiered structure containing fields used to display data on the report. • Fields from the Data Model are derived from the Data Source • Package • Makes the Data Model accessible to ReportNet (“Publish the Package”) • NOTE: For contractual reasons, changes in the Framework Manager should be handled by Hunter Systems employees only

  7. Framework Manager • Data Model contains three nodes • Presentation • Entities • Repository • Repository contains fields from the Data Source • Entities contain fields and relationships from the Repository • Presentation contains the fields to be displayed from the Entities

  8. Framework Manager • Field Data Types • Unique Identifier • Identifies the Key to Query Subject • Attribute • A value in the database that is not used for calculations • Fact • A value that is used for calculation. Facts answer the questions “how many?” or “how much?”

  9. Framework Manager Show Relationships

  10. Framework Manger Questions?

  11. Cognos ReportNet Cognos Connection

  12. Cognos Connection • In the Cognos Connection Web portal, you can: • Create and run reports • Perform administrative tasks: • Organize data by creating entries and storing the entries in folders • Scheduling reports

  13. Cognos Connection – Layout • Person Currently Logged In • Links to Query Studio and Report Studio • General Cognos Links • Tools Link • Tool Bar • Current Folder Location • Current Folder Contents • Actions that can be performed on each entry in the folder

  14. Cognos Connection – Layout • Preferences Menu • Sets the page look and default preferences for reports (HTML, PDF, etc.) • Tools Menu • Opens a new menu of options: • Directory • Can alter group permissions and Data Connections • Capabilities • Controls access to functionality (Query Studio, Report Studio, etc.) • Schedule Management • View and manage the schedule of reports and jobs • Server Administration • Sets properties of the Cognos Server (Logging Level, Running Services, etc.) • Deployment • Allows a framework Package to be imported or exported.

  15. Cognos Connection – Layout • Tool Bar – Standard Icons • Refresh • Refreshes the contents of the folder • List View / Details View • Shows the Contents in either “List View” or “Details View” • New Folder/New Page • Creates a New Folder or New Page • Select All / Deselect All • Selects/Deselects all the checkboxes to left of each entry within the folder

  16. Cognos Connection – Layout • Tool Bar – Standard Icons • Cut, Copy, Paste, Delete • Standard windows operations for the folder entries • Order • Reorders Entries in the Folder • Search • Searches for entries within the folder

  17. Cognos Connection – Layout • Tool Bar – Special Icons • Set Properties • Only appears when the Public Folder Root is selected • Required to Set Properties of the Public Folder

  18. Cognos Connection – Layout • Tool Bar – Special Icons • Set Properties • Only appears when the Public Folder Root is selected • Required to Set Properties of the Public Folder • New Job • Appears when not in the root folder • Allows the user to set up a macro of report events to run • New URL • Appears when not in the root folder • Creates a link to any Web Page

  19. Cognos Connection – Layout • Folder Entry Actions • Set properties • Sets the “Run Options” and “Permissions” of the report • Run with options • Allows user to select how they wish to run and receive the report • View output versions • Allows the user to select which version of a Report View they want to see • Open with Report Studio • Opens the report for modification in Report Studio • Create a report view • Creates a report view • Schedule • Schedules the report or view to run at a certain time • More… • Displays an option screen that gives more options to provide on the report

  20. Cognos Connection • Organize Content with Folders • You can arrange reports and other content in Cognos Connection by creating folders • Ensure that your folders are logically labeled and organized to make locating reports quick and easy • Folders come in two types: • Public • can be viewed by many users • My Folders • personal folders that you can organize according to your preferences

  21. Cognos Connection • How to create a folder in “My Folders” • Click the “New Folder” Icon • Enter the name of the Folder • Click “Finish”

  22. Cognos Connection Demo Cognos Connection

  23. Cognos Connection Questions?

  24. Cognos ReportNet Query Studio

  25. Query Studio • Query Studio used to create ad hoc reports • To run the Query Studio, click on the Query Studio Icon in the top right corner of the screen: • Then select the package for which to load Query Studio (should be only one)

  26. Query Studio • Drag and drop the fields from your presentation layer to the report. • Save the report when satisfied.

  27. Query Studio Questions?

  28. Cognos ReportNet Report Studio

  29. Report Studio • Objectives: • Examine Report Studio and its interface • Explore the different report types • Create reports

  30. Report Studio • Report Studio used to create formatted reports • To run the Report Studio, click on the Report Studio Icon in the top right corner of the screen: • Then select the package for which to load Reports Studio (should be only one)

  31. Report Studio • The Studio IDE is divided into five sections: • Toolbar • Provides quick access to commonly used report functions • Insertable Objects Pane • Contains the fields and objects to be inserted in the Work Area • Properties Pane • Allows user to adjust various attributes of an object • Explorer Bar • Determines what to display in the Work Area • Work Area • Place to format the report or report query

  32. Report Studio • Full Layout: • Toolbar • Insertable Objects Pane • Properties Pane • Explorer Bar • Work Area

  33. Report Studio – Toolbar highlights • Toolbar Highlights • New, Open, Save, Cut, Copy, Paste and Delete • These buttons all work the same as they do in any other windows app • BE SURE TO SAVE OFTEN! • Undo/Redo • Very useful options as they not only pertain to changes to the report, but to the report query as well (will demonstrate) • Validate Report • Ensures that every field, formula and filter is valid before a report is run. • Show Specification (XML) • Displays the meta-data of the report in XML • Run Report • Immediately runs the report • The drop down will allow user to specify • Output Format (HTML, PDF, Excel, XML) • Paper Size • Paper Orientation • Language • Rows per page • Display prompt menu

  34. Report Studio – Toolbar highlights • Toolbar Highlights • View Tabular Data • Pulls up a quick report of the report Query • Page Design/Page Structure • Puts the report in “Page Design” or “Page Structure” view • Boundary Lines • Shows the boundary lines of the report • Lock • Locks/Unlocks the report • Filters… • Sets the filters for the reports • Sort • Aggregate • Sets a calculation for the report • Group/Ungroup • Groups selected fields together. If more than one field is selected then puts subsequent fields in subgroups • Pivot List to Cross Tab • Turns a list report into a cross-tab report

  35. Report Studio – Toolbar highlights • Toolbar Highlights • Create Section • Sections the report based on fields selected • Swap Rows and Columns • Swaps Rows and Columns (only works with Charts and CrossTab). No Row labels exist with List Reports • Display Header Footer • Allows report designer to display the Header/Footer on the report • List Headers and Footers… • Allows user to display the following: • List Header • Overall Header • Overall Footer • List Footer • Create Header/Footer • Creates Header or Footer Row • Insert Table • Useful for aligning multiple objects on a prompt page • Merge Cells/Split Cells • Merge or Splits Cells in a Table.

  36. Report Studio – Toolbar highlights • Toolbar Highlights • Font and Color • Adjust the Font and Color of Cells • Container Alignment • Aligns an object within a container object (e.g. Aligns amounts to the right of a cell) • Build Prompt Page • Automatically builds a prompt page for the fields selected • Data Format • Allows report designer to override default OS Options for given data types • Drill Throughs • Displays the Drill-Through pop-up menu • Help • Displays the help menu

  37. Report Studio –Toolbar highlights Toolbar Questions?

  38. Query Items Toolbox Report Studio – Insertable Objects The Insertable Objects Pane contains three Tabs: Model Lists all objects available for the selected item in the work area Contains the fields from the defined presentation layer Contains the fields from all the report queries

  39. The Insertable Objects Pane contains three Tabs: Query Items Model Lists all objects available for the selected item in the work area Contains the fields from the defined presentation layer Contains the fields from all the report queries Report Studio – Insertable Objects Toolbox

  40. Report Studio – Insertable Objects Toolbox • Drag and Drop items from the Toolbox onto the work area • The objects in the Toolbox will change depending which item you select in the Explorer Bar • Commonly used objects for List Reports are: • Text Item • A text item in a report. The content can be static text, or it can come from a query item or report expression. • Calculation • Displays a result from either a mathematical or logical expression. • Block • A container in which you can insert other objects. • Mainly used in the report headers • Table • Helps to format the data (useful when organizing prompt information) • Image • Puts an image on the report.

  41. Report Studio – Insertable Objects Toolbox • There are also “prompt” objects • Useful on prompt pages to create parameters and filter data • Commonly used “prompts” are: • Value Prompt • A prompt control that allows you to select one or more values from a list (the control is either a list box or combo box) • Select & Search Prompt • An advanced prompt control that allows you to search for values

  42. Report Studio –Insertable Objects Insertable Objects Questions?

  43. Report Studio – Properties • The Properties Pane allows the user to manipulate various attributes of any object in the Work Area • The properties can be related to content or the look of the control • It has three areas: • Title Bar • Useful because the up arrow allows user to highlight the parent control • Properties Section • These are the individual properties that can be changed. • They are categorized • Description Block • Gives a brief description of what the property does

  44. Report Studio –Properties Properties Questions?

  45. Report Studio –Explorer Bar • The Explorer Bar has three sections: • Page Explorer • Allows user to navigate, add or remove report pages or prompt pages • Query Explorer • Creates or modify queries and performs complex tasks such as defining union joins and writing SQL statements. • Condition Explorer • Creates variables

  46. Report Studio –Work Area • The Work Area allows user to edit the following: • Report Pages • Prompt Pages • Queries

  47. Report Studio –Work Area • The Report Page and Prompt Page are divided into three areas: • Header • Report title, parameters, etc. go here • Body • For Prompt Pages: All Prompts will be placed here • For Reports Pages: All reportable objects can be placed in this area • Footer • Contains any information user would like displayed at the bottom of the report

  48. Report Studio –Work Area • The display for the “Queries” Section of the Work area depends on the type of Query you select • There are Four Types of Queries: • Tabular SQL • A SQL statement that is declared as a derived table whose items may be reused within the tabular structure. • Tabular Set • A relational set expression that combines two or more tabular structures. • Tabular Reference • The tabular data of another query that will be reused as this query's tabular data. • **Tabular Model** • A simple list query run against the Framework Manager model. • Use it to identify the data items (columns) to include in the query.

  49. Report Studio –Work Area • Query Layout: • Dimensions • Provides a hierarchy for reporting your information • Facts • The fields and calculations to be printed on your report • Filters • Any filters to restrict the data • Tabular Data • Specifies the type of Query it is

  50. Report Studio – Misc. Info • Demo Filter Creation and Usage • Show Cognos SQL and Native SQL

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