Essential Guide to Cognos Finance Reporting Tips and Techniques
Discover valuable tips and techniques for enhancing your Cognos Finance reporting skills. This guide covers essential functions such as Boolean logic, edit checks, and distinguishing between drill-down and drill-through reporting. Learn about new reporting features, optimizations for report performance, and the use of specialized macros and functions to streamline your reports. Gain insights on how to apply rates and multiple rates effectively, access specific cell values, and implement dynamic sorting in your reports. Elevate your reporting with these practical strategies and examples.
Essential Guide to Cognos Finance Reporting Tips and Techniques
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Presentation Transcript
Reporting Tips and Techniques Doug Kirk Cognos
Topics Cognos Finance Reporting Tips • Selected @ functions • Boolean logic / Edit Checks • Drill Down vs. Drill Through • New reporting features • Report Performance Options
&Macro and @Functions • @AV2 • @AVG • @AVL • @AVT • @CEL • @CELA • @CUM • @DCM • @FILL • @GROUP • @IN • @LIST • @MRATE • @NEG • @RATE • @SUM • @TOTAL • @TOTLIST • @CTD • @CUB • @CWA • @DAY • @DCZ • @DFP • @DNZ • @ELB • @ELL • @ELM • @ELW • @EXTERNAL • @FDAY • @PY • @RANGE • @WTA • @XRT • @ZDC • @ZPF • - • + • * • / • ! • % • ABS • BW • IDX • IDV • INT • MAX • MIN • P • V • > • > • = • AND • GEQ • IN • LEQ • LIKE • NEQ • NOT • OR • &MTH • &QTR • CLASS • CT • SELFIF • WT • &ACCT • &ATEXT • &COLOR • &DATE • &sdate • &ldate • &time • &Parent • &pgbreaktext • &RPTFULLNAME • &RPTNAME • &SCALE • &SWITCH • &PY • &CY • &NY • &[Pointer period] CF has many specialized functions and operators to make reporting easier
@RATE and @MRATE • @RATE - Apply a Rate. Use to create calculated data items for accounts. Applies a given rate against one or more accounts. For example, use to determine revenue for a product when the price charged for the product changes per period. • @MRATE - Multiple Rates. Use to create calculated data items for accounts. @MRATE applies multiple rates (ratios) against a single account to determine the value of a second account.
@CEL and @CELA • @CEL-Value in a Cell. Use to create a row or column that gets its value from a specific cell or cells by referencing row/column ranges. • @CELA -Value in a Cell. Use to create a row or column that gets its value from a specific cell or cells by referencing row/column ranges. @CELA is the same as @CEL except it sums the multiple rows or multiple columns in the argument.
Examples • Link to @RATE & @CEL Example • Link to @MRATE & @CELA Example
&MTH • Used to insert the integer value of the current month into calculations. Very useful in making reports dynamic and preparing averages based on current period. Link to &MTH Example
Drill Through from CF From Cognos Finance to: Relational Database Web Page Another Cognos Finance System Program SQL Query
Drill Down/Through • Configured in the File Processing GL Module • Link to Drill Through1 • Link to Drill Through2
New Reporting Features • Dynamic Sorting (Link) • Extended Thresholds and Operators • Report Properties • @Range
Reporting Performance • Turn off cache pages • Avoid page calculations • Watch dependencies Link to Report Example Note – if report is too large, CF will automatically engage report paging for efficiency.
