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20100111 EDFacts Ad Hoc Training Cognos Advanced

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20100111 EDFacts Ad Hoc Training Cognos Advanced Powered By Docstoc
					EDFacts Reporting System
    Ad Hoc User Training
    Advanced Concepts
Agenda


 Advanced Features
 Formatting
 Conditional Filters
Advanced Features: Menu Bar




Ad Hoc Manual: EDFacts Ad Hoc Reporting Navigation
    Advanced Features: Summarize

•   Click on a column and click the Summarize button. Numeric
    columns will provide a sum (Total) on the last line of the report and
    non-numeric columns will provide a count of district Values.




                                                     Summarize
                                                     Quick Link




                                                        Total
                                                    Transmissions




                                                    Distinct States
    Ad Hoc Manual: Adding a Summary to a Report
    Advanced Features: Summarize

•   The Summarize option from the Edit Data Menu selection provides
    additional summarization options such as Average, Maximum, or
    Minimum.




    Ad Hoc Manual: Adding a Summary to a Report
    Advanced Features: Calculations
•   You can perform calculations between two columns or add numbers
    to column values.




    Ad Hoc Manual: Adding a Calculation to a Report
    Advanced Features: Calculations
•   Use Analytic Operation Type to implement % of total or rank
    operations.




    Ad Hoc Manual: Adding a Calculation to a Report
    Advanced Features: Charts

•   Create graphs and charts




    Ad Hoc Manual: Creating a Chart or Chart and Table Graph
    Advanced Features: Charts

•   Choose from various Chart Types.




    Ad Hoc Manual: Creating a Chart or Chart and Table Graph
    Advanced Features: Summarizing Exercise

•       What is the average number of Data Group 39 LEA
        Submissions by states in SY2006-07? Export the results to
        Excel 2002.
Steps
•




1) From the home page, click on “Submission Status”.
•




2) Click on “Ad Hoc”.
•




3) Click on the “Run Report” Menu Item.
•




4) Click on “Preview with No Data”.
•




5) Click on then “Insert Data” Menu Item.
•




6) Expand the “Ad Hoc Reporting Folder” in the “Insert Data” Menu.
•




7) Expand the “Submission Counts Data” Folder under the “Ad Hoc
•



Reporting Folder”.
8) Expand the “Submission Counts” Table under the “Submission Counts”
•



Folder.
9) Insert State Name, School Year, and LEA Submissions Expected.
•
    Advanced Features: Summarizing Exercise

Steps Continued
•10) Highlight the School Year column and click on the Filter button.
•11) Choose 2006-2007 and click OK.
•12) Highlight the Data Group number and click on the Filter button.
•13) Choose Data Group 39.
•14) Highlight the Transmission Count column.
•15) Go to the Edit Data Menu and select the Summarize option.
•16) Select Average in the Summary for Footers Option.
•17) Run the report.
•18) Click “Bottom” to see the average.
•19) Go to the “Run Report” menu option.
•20) Select the View in Excel 2002 format.
Advanced Features: Creating a Crosstab

               Crosstab Reports can be used to show summary information
               similar to a pivot table in Excel in which the rows and
               columns are summarized at intersecting cells.
               A Crosstab report requires at least one measure and two non-
               measures in order to produce the report.
                     Measures - Quantitative data, such as file
                     transmissions, current total balance and current refund
                     amount. There is no limit to the number of measures
                     you can include; however, charts with more than four or
                     five measures can be difficult to understand.
                     Non-measures - Qualitative data, such as state, award
                     status and reporting period. A maximum of two non-
                     measures can be included in a chart.
                  To use the Crosstab feature highlight the report item you
                  wish to use as the top row of the report and click
                  Pivot (       ).

Ad Hoc Manual: Creating a Cross Tab Report
Advanced Features: Swapping Rows and Columns

   You can interchange rows and columns in a crosstab report, a chart
   based on a crosstab report, or both. If a report is difficult to read
   because it has too many columns, but very few rows, swapping
   rows and columns will make it easier to read.

   If you have multiple rows or columns in a crosstab report, the rows
   closest to the top of the report become the columns furthest to the
   left; the columns furthest to the left become the rows closest to the
   top of the report.

   1. Open the report that you wish to modify.

   2. Click Swap Rows and Columns (               ).



Ad Hoc Manual: Swapping Report Rows and Columns
Advanced Features: Grouping

  If a column in a report contains multiple instances of the same value, you
  can group the identical values together. Grouping and ungrouping may
  change the order of the report items.

  You cannot group measures. Only report items containing text data or
  non-measure numeric data (e.g., time periods), can be grouped.

  1. Open the report you wish to modify.

  2. Highlight the report item you wish to group by.

  3. Click Group (             ).




Ad Hoc Manual: Grouping Identical Values
Advanced Features: Expanding or Collapsing Groups

          You can hide/unhide information in a report by expanding and
          collapsing the report. Collapsing a report temporarily removes
          levels of detail; this allows you to more easily find and compare
          high-level summaries. Expanding a report restores the collapsed
          levels.
          You cannot collapse a report that contains a custom group.

          There is no visible indication that data in a report is collapsed. If
          you collapse a report and save it, someone may open the report
          later and not be aware that the report has been collapsed.

          1. Open the report that you wish to modify.

          2. Click Collapse Group              if you wish to collapse the report
                 - or -
          3. Click Expand Group                if you wish to expand the report.


Ad Hoc Manual: Collapsing/Expanding a Report
Advanced Features: Creating Sections


    Creating a section adds breaks to the report by the report item
    chosen for the section. The item chosen is used as a header for that
    set of data and is not included in the columns of the report.
    Instead, it becomes the heading for the section.

    If you create a chart for a report that is grouped in section
    headings, one chart appears for each section.
    1. Open the report you wish to modify.

    2. Highlight the report item you wish to use to create sections.

    3. Click Create Sections

    4. Click OK.


Ad Hoc Manual: Creating a Section
     Formatting: Titles

•      You can create your own descriptive report titles and subtitles. When a
       new report is created, a Title link displays automatically.

•      Note: The report title appears only within the report. Changing the
       report title does not affect the report name that appears in EDFacts.

1.     1) Open the report that you wish to modify.
2.     2) Click Title




     Ad Hoc Manual: Changing a Report Title/Subtitle
    Formatting: Column Headers

•     The item heading name defaults to the name of the item in the data
      source when a report is created. You can change the item heading
      name to make it more meaningful to the user.




    Ad Hoc Manual: Apply Conditional Formatting
Formatting: Formatting Tool Bar

               Select a Column Header cell to format column header text. Select
               Column Header cell to format column header text.




Ad Hoc Manual: Apply Conditional Formatting
                                                                                  19
Formatting: Conditional Styles

Use conditional styles in order to apply different formatting based
on the value of the data.




                                                   Define the Style



                 Define the
                 Threshold




Ad Hoc Manual: Applying Conditional Formatting
Conditional Filters
 In order to show only the SY2006-07 record for Alabama and the SY2007-
 09 record for Alaska, do the following:
 Step 1:   Add four filters for the two school years and two states.
 Step 2:   Click on the two highlight buttons for the filters that need to be grouped together.
 Step 3:   Click on the “Group” button.
 Step 4:   Group the second set of filters.




                   Highlight Buttons              Group Filters
Ad Hoc Manual: Applying Complex Filters
Conditional Filters

 Step 4: Toggle the Boolean to “or” between the two groups.
 Step 5: Toggle the Boolean in each group to “and”.




Ad Hoc Manual: Applying Complex Filters
Conditional Filters

 Results for creating a filter that show only the SY2006-07 record for
 Alabama and the SY2007-09 record for Alaska.




Ad Hoc Manual: Applying Complex Filters
    Conditional Filter Exercise

•        Show only the SY2007-08 record for Virginia and the
•        SY2007-09 record for Maryland.

Steps
•




1) From the home page, click on “Submission Status”.
•




2) Click on “Ad Hoc”.
•




3) Click on the “Run Report” Menu Item.
•




4) Click on “Preview with No Data”.
•




5) Click on then “Insert Data” Menu Item.
•




6) Expand the “Ad Hoc Reporting Folder” in the “Insert Data” Menu.
•




7) Expand the “File Transmission Folder” under the “Ad Hoc Reporting
•



Folder”.
8) Expand the “File Transmission Table” under the “File Transmission
•



Folder”.
9) Insert State Name, School Year, and Transmission Count.
•
    Conditional Filter Exercise

Steps Continued
•10) Highlight the School Year column and click on the Filter button.
•11) Choose 2007-2008 and click OK.
•12) Highlight the School Year column and click on the Filter button.
•13) Choose “Add a Filter to School Year”.
•14) Select 2008-2009 and click OK.
•15) Click OK from the Combine Filters page.
•16) Highlight the State Name column and click on the Filter button.
•17) Choose “Virginia” and click OK.
•18) Highlight the State Name column and click on the Filter button.
•19) Click OK from the Combine Filters page.
•19) Choose “Add a Filter to State Name”.
•20) Choose “Maryland” and click OK.
    Conditional Filter Exercise

Steps Continued
•21) Hold the CTRL button and click the 2007-2008 filter and Virginia. Both
 lines should be highlighted.
•22) Click the Group link.
•23) Hold the CTRL button and click the 2008-2009 filter and Maryland.
 Both lines should be highlighted.
•24) Click the Group link.
•25) Click on “And” on the second line immediately after the “Select Line”
 icon and choose “OR”
•26) Click OK at the bottom of the page.
•27) Run the report.

				
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