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Introduction to Cognos Connection:
In Cognos Connection we can see the tools, Query studio, Report Studio, Report
Viewer.




        Query Studio                  Report Studio       Report Viewer




                                 Cognos Connection



                                 Framework Manager




       Data
       Sources




Keysoft Solution Pvt Ltd, Bangalore                                          1
Cognos Connection is the portal to ReportNet, the Web-based reporting solution.
The portal provides a single access point to all corporate data available in
ReportNet.

You can use the portal to run reports that are available for public viewing as well
as create reports and edit reports to satisfy your own requirements.

Administrators use the portal to administer servers, optimize performance, and
set access permissions. They also use the portal for report administration,
including scheduling reports and distributing reports.

Cognos Connection is the portal interface to ReportNet, a Web application for
creating and managing ad hoc and managed reports. You can use the portal

      To view public reports
      To create and edit ad hoc reports
      To schedule and distribute reports
      To personalize the portal to meet your needs



Create a Folder

You can organize reports into folders. Having folders that are logically labeled
and organized helps you easily locate reports.

In the portal, there are two types of folders:

      Public Folders

       Reports that are placed in Public Folders are of interest to and can be
       viewed by many users. When the focus is on the Public Folder tab, the
       content is grouped by packages or folders. Each package contains a
       single model and all related folders, reports, jobs, report views, URLs, and
       shortcuts to these entries.

      My Folders

       You create personal folders and use them to organize reports according to
       your preferences. My Folders are only accessible by you when you are
       logged on.




Keysoft Solution Pvt Ltd, Bangalore                                                   2
Steps

   1. In Public Folders or My Folders, go to the location for the new folder.


   2. Click the new folder       button on the portal toolbar.

   3. In the Name box, type the name of the new folder.

   4. If you want, in the Description and in the Screen tip box, you can type a
      description of the entry.

        The description appears in the portal when you set your preferences to
        use the details view  . The screen tip, which is limited to 100 characters,
        appears when you pause your pointer over the icon for the entry in the
        portal.

   5. If you do not want to use the target folder, which is the current folder as
      indicated under Destination Folder, choose another location:
           Click Select another folder and select the target folder.
           Click OK.

   6. Click Finish.



Create a Shortcut

A shortcut is a pointer to another entry such as a report, report view, folder, job,
or URL.

You can use shortcuts to organize information that you use regularly. For
example, if you frequently use a report in Public Folders, you can create a
shortcut in My Folders.

If you want to make a new report, it might be easier to make a copy of an existing
report and modify it. If you want to run an existing report but you want to change
the format, language, or delivery method, create a report view.

You cannot update the source entry by clicking the shortcut. Updating the source
automatically updates all shortcuts to the entry.

Tip: If the source report was deleted or moved to another location, the shortcut

icon changes to indicate a broken link       , and the properties link to the source
report is removed.



Keysoft Solution Pvt Ltd, Bangalore                                                    3
You can change access permissions for a shortcut entry, but it does not change
the access permissions for the source entry.

Steps

   1. In Public Folders or My Folders, locate the report you want to create a
      shortcut to.

   2. Under Actions, click More and then click Create a shortcut to this

        entry.

   3. In the Name box, type the name of the shortcut.

   4. If you want, in the Description and in the Screen tip box, you can type a
      description of the entry.

        The description appears in the portal when you set your preferences to
        use the details view  . The screen tip, which is limited to 100 characters,
        appears when you pause your pointer over the icon for the entry in the
        portal.

   5. If you do not want to use the target folder, which is the current folder as
      indicated under Destination Folder, choose another location:
           Click Select another folder and select the target folder.
           Click OK.

   6. Click Finish.


In the portal, shortcut entries are identified by the shortcut icon.

Create a URL

A URL is a standard way of identifying the location for any external file or Web
site. Create URLs to keep the files and Web sites you use most frequently at
your fingertips. Clicking a URL opens the file or Web site in the browser. After
opening a URL, click the back button in your browser to return to the portal.

Steps

   1. In the portal, click either Public Folders or My Folders, and go to the
      folder where you want to create the new URL.


   2. Click the new URL         button on the toolbar.



Keysoft Solution Pvt Ltd, Bangalore                                                 4
   3. In the Name box, type the name of the new URL.

   4. If you want, in the Description and in the Screen tip box, you can type a
      description of the entry.

       The description appears in the portal when you set your preferences to
       use the details view. The screen tip, which is limited to 100 characters,
       appears when you pause your pointer over the icon for the entry in the
       portal.

   5. In the URL box, type the URL location.

       If the URL points to a Web site address, the protocol must be included.
       For example, to create a URL for the Cognos Web site, type
       http://www.cognos.com.

   6. If you do not want to use the target folder, which is the current folder as
      indicated under Destination Folder, choose another location:
           Click Select another folder and select the target folder.
           Click OK.

   7. Click Finish.


In the portal, URL entries are identified by the URL icon.




Keysoft Solution Pvt Ltd, Bangalore                                                 5
               Introduction to Framework Manager
Cognos Framework Manager is a metadata modeling tool. A model is a
business presentation of the information in one or more data sources. When you
add security and multilingual capabilities to this business presentation, one
model can serve the needs of many groups of users around the globe.

The model is packaged and published for report authors and query users. Report
authors use the published package in Cognos Report Studio to create
standardized reports. Query users use the package in Query Studio to create
adhoc queries.

To get started with Framework Manager, you should understand

      The objects you work with in Framework Manager
      The recommended workflow for relational metadata or multidimensional
       metadata

                           Objects You Will Work With

When you work in Framework Manager, you work in a project. A project contains
a model, namespaces, data sources, and packages.




Keysoft Solution Pvt Ltd, Bangalore                                              6
A model is the metadata layer that you imported from one or more data sources.
The model provides a business presentation of the metadata.

After you define a Framework Manager project and namespace, you can publish
one or more packages containing metadata information to the Cognos ReportNet
server for use by authors and query users.

After a package is published to the Cognos ReportNet server, users can create
reports and queries in the Cognos ReportNet server runtime environment.

Projects

A project is a set of models, packages, and related information for maintaining
and sharing model information. Often a single project will span many more data
sources or tables than any set of users requires access to.

Models

A model is the set of related query subjects and other objects required for one or
more related reporting applications.




Keysoft Solution Pvt Ltd, Bangalore                                               7
The Framework Manager model is a metadata layer that adds value to a data
source in several ways. Most importantly, it provides a business view of the
information in the source data to report authors and query users to simplify
building reports and queries. The business view can

      Organize data items in folders that represent business areas for reporting
      Format data items with numeric, currency, date, time, and other formats
      Present multilingual folder and item names, description, tips, and data so
       that users can operate in their language of choice
      Automate the generation of SQL queries sent to the database
      Specify default prompting.

       This can include having Cognos ReportNet prompt the user with a
       descriptive name while actually filtering on a code or key value for
       improved query performance.

You can modify the Framework Manager model to ensure that queries sent to the
data source are efficient, well formed, and secure. The Framework Manager
modeler can

      Specify the rules governing query generation
      Restrict user access to specific rows or columns of data
      Model data relationships to hide the complexity of data from report authors

Namespaces

A namespace uniquely identifies query items, query subjects and other objects.
You import different databases into separate namespaces to avoid duplicate
names.

Packages

A package is a subset of the query subjects and other objects defined in the
project. A package is what is actually published to the Cognos ReportNet server,
and it is used to create reports and adhoc queries.

Query Items

For report authors, query items are the most important objects for creating
reports. Query items have more properties than query subjects. These properties
are what report authors use to build the reports they want.

Query items are contained in query subjects. For example, a query subject that
references an entire table contains query items that represent each column in the
table.




Keysoft Solution Pvt Ltd, Bangalore                                                 8
Query Subjects

For modelers, query subjects and relationships are the most important objects in
the model. In conjunction with relationships, you use query subjects to build the
queries that get the answers you want. A project is built upon query subjects.

In most cases, query subjects behave like tables. Query subjects produce the
same set of rows regardless of which columns were queried.

There are several types of query subjects:

      Data source
      Model
      Stored procedure

A data source query subject directly references data in a single data source    .
When metadata is first imported, a data source query subject is created by
default for each table you select. Default relationships between query subjects
are created for you automatically.

You can refine data source query subjects in various ways. For example, you can
add calculations or filters, or you can add or modify relationships between query
subjects to define the query generation rules for report authors.

A single Framework Manager project can contain data source query subjects
from one or more data sources from one or more vendors. This provides
heterogeneous database access.

The data source columns and calculations returned by the SQL query are
referred to as query items.

Model query subjects can contain query items from an arbitrary set of data
source query subjects. Model query subjects can be enhanced by adding filters
or calculations to create additional query items. You can also use query subjects
from other model query subjects.

The stored procedure query subject operates much like a data source query
subject in that it defines a set of query items that are available to the model from
the underlying data source. Stored procedure query subjects cannot be
enhanced by filters or calculations.




Keysoft Solution Pvt Ltd, Bangalore                                                    9
Project Files

When you work in Framework Manager, you work in the context of a project. The
Framework Manager project contains objects that you organize for reporting
authors according to the business model and business rules of your organization.
You view these objects in the project page.

A Framework Manager project appears as a folder that contains a project file
(.cpf) and the specific .xml files that define the project. The files in a project folder
are unique to each project.

Tip: The project and its associated files are contained in a project folder. We
recommend that you do not add any other files to this project folder because they
will be lost if you use the delete option on the Manage projects menu.

These are the contents of a project folder.

File name           Description



<project            The Framework Manager project file, which references the
name>.cpf           .xsd and .xml files used to define a project



model.xml           The actual model data created by Framework Manager users



Preferences.xml     The preferences for Framework Manager projects



customdata.xml      The stored diagram information, such as the diagram layout,
                    notation, font, and color.



repository.xml      The logged version history for each project or segment that
                    was added to a repository. This file exists only if you have
                    added projects to a repository.




Keysoft Solution Pvt Ltd, Bangalore                                                   10
Create a Project

Before you can import metadata, you must create a project.

Steps

   1. From the Welcome page, click Create a new project.

   2. In the New Project page, specify a name and location for the project.

   3. If you want to add the project to a source control repository, click
      Repository, and then select the Add to repository check box.

   4. Click OK.

   5. In the Select Language page, click the design language for the project.

        The language you select cannot be changed after you click OK, but you
        can add others.

   6. Click OK.

        The Import wizard appears.

   7. Choose whether to import your metadata now or later.
         To import, select the import source and click Next.
         To delay importing metadata, click Cancel.




You save the project file (.cpf) and all related XML files in a single folder. When
you save a project with a different name or format, ensure that you save the
project in a separate folder.

Open a Project

To import metadata into an existing project, you must first open the project.

Steps

   1. From the Welcome page, click Open a project.

   2. Browse to locate the project folder and click the .cpf file.

   3. If you want to open a open a project directly from a source control
      repository, click Repository.


Keysoft Solution Pvt Ltd, Bangalore                                                   11
             In the Connection box, select the repository connection.
             In the Project file in repository box, select the .cpf file for the
              project you want to add.
             In the Create new local project folder in the directory and select
              the folder location for the project.
             Click OK.

   4. Click Open.

       You may be prompted to upgrade if the model schema version is older
       than the currently supported version.



The Project Page

After you create or open a project, the project page appears. The project page is
the environment in which you design, package, and publish project metadata.
This page contains several panes and views that you can use to view and modify
the objects in a project.

Project Viewer

The Project Viewer shows the objects in a project in a hierarchical view. You can
use the Project Viewer to view, modify, and create these objects:

      Query subjects
      Data sources
      Namespaces
      Parameter maps
      Folders
      Segments
      Links
      Calculations
      Filters
      Packages

Note: Relationships and imported functions are shown in both the Object
Diagram View and Object Explorer Views.

The Project Viewer uses the following icons to represent objects and states. A
project may use some or all of the icons.




Keysoft Solution Pvt Ltd, Bangalore                                              12
Icon         Description



             Represents the project.




             Represents the root namespace or any other namespace in the
             project.



             Represents a folder that contains one or more data sources.




             Represents a data source.




             Represents a folder that contains one or more parameter maps.




             Represents a parameter map.




             Represents a folder that contains one or more packages.




             Represents a package.




             Represents a query subject.




Keysoft Solution Pvt Ltd, Bangalore                                          13
             Represents an invalid query subject.




             Represents a query subject based on multidimensional data.




             Represents an invalid query subject based on multidimensional
             data.



             Represents a query subject that contains query items whose Usage
             property is set to Fact.



             Represents an invalid query subject that contains query items
             whose Usage property is set to Fact.



             Represents a query item.




             Represents a calculation whose Usage property is set to Attribute.




             Represents a calculation whose Usage property is set to Identifier.




             Represents an embedded calculation.




             Represents an invalid embedded calculation.




Keysoft Solution Pvt Ltd, Bangalore                                            14
             Represents a calculation with the Usage property set to Fact.




             Represents an invalid embedded filter.




             Represents a query item whose Usage property is set to Identifier.




             Represents a query item whose Usage property is set to Fact.




             Represents a query item that is located under a shortcut query
             subject.



             Represents a calculation.




             Represents an invalid calculation.




             Represents a filter.




             Represents an invalid filter.




             Represents a relationship.




Keysoft Solution Pvt Ltd, Bangalore                                           15
             Represents an invalid relationship.




             Indicates that the object is checked into the repository.




             Indicates that the object is checked out of the repository.




             Indicates that the object is checked out of the repository by a
             different user.



             Indicates a package that was published.




             Indicates that a linked segment or project was updated.




             Indicates that the object is a dimension. This icon appears on top of
             other icons.



             Indicates that the object is linked. This icon appears on top of other
             icons.



             Indicates that the object is a shortcut. This icon appears on top of
             other icons.




Keysoft Solution Pvt Ltd, Bangalore                                                 16
Object Diagram and Object Explorer Views

You can use both the Object Diagram and the Object Explorer Views to view,
create, and modify objects and relationships. You can also create folders and
namespaces to group objects.

The Object Diagram View shows the relationships between objects in a project in
a diagram. Relationships between query subjects are shown as lines with
cardinality notation. You can expand objects that are grouped in folders to show
the object hierarchy and the relationships between query subjects.

In the Object Diagram View, you can also

      Organize objects

       Tip: From the Diagram menu, click Auto Layout.

      Center a query subject

       Tip: Click a query subject and, from the Diagram menu, click Set Focal
       Point.

The Object Explorer View shows the contents of a project, similar to any file
system. Objects can be arranged by name, class, or description. If you have a
large number of objects in a project, it may be easier to locate them in the Object
Explorer.

Properties Pane

The Properties pane shows the properties of the objects you last selected in
either the Object Explorer View, Object Diagram View, or Project Viewer. Object
properties are set during import, and some property values can be modified
during modeling. You can use the Properties pane to add, modify, or delete the
properties of objects.

You can modify the properties for multiple objects at one time. If you select more
than one object, Framework Manager shows only the properties that are
common to all the objects. You can

      Sort property values by double-clicking the property heading. An arrow
       appears to indicate the direction in which values are sorted. You can
       toggle between ascending and descending order.
      Filter property values by clicking the arrow to the right of the property
       heading.




Keysoft Solution Pvt Ltd, Bangalore                                                17
       Tip: You can either click a value, or click Custom to define the criteria for
       the rows you want to view.

      Apply a property value to multiple objects.

       Tip: Click the arrow next to the property and drag the highlighted area
       over the properties to which you want to apply that value.

      Resize the width of the rows and columns by right-clicking the object
       name in the property pane.




Keysoft Solution Pvt Ltd, Bangalore                                                18
Run a Report
If you want to view a report using the most recent data or report design, you can
run the report.

You can run a report by clicking the report name in the portal. The default action
for a report can be determined by the icon to the left of the report name. If the run

icon      is visible, the report runs and opens in Cognos Report Viewer. If the edit

icon    is visible, the report opens in the authoring tool. If the run or edit icon is
not shown next to the report name, the most recent version of the report opens in
Cognos Report Viewer.

You can also view report outputs or run multiple reports at once.

The report runs in the background if you run the report later, select multiple
report formats or languages, select to save, print or email the report, or burst the
report. If you have set your preferences to show a summary of the run options,
the summary appears whenever the report is not run interactively.

You must have execute permissions for the report you are attempting to run. You
must have read and traverse permissions for the folder that contains the report.

Steps


   1. In Public Folders or My Folders, click the run with options          button on
      the actions toolbar to the right of the report you want to run.

   2. Click Advanced options.

   3. Under Time, choose to run the report now or later.

   4. Under Formats, click the format you want for the report output.

   5. If you want, you can select a different or additional language for the report.
           Click Select the languages and use the arrow keys to move the
             available languages to the Selected languages box.
           Click OK.

        Tip: To select multiple languages, press and hold the Ctrl key and click
        each language. To select consecutive languages, click the first language,
        press and hold the Shift key, and then click the last language.




Keysoft Solution Pvt Ltd, Bangalore                                                19
   6. Under Delivery, choose to view the report, save the report, print the
      report, or send the report by email.

       If you schedule a report, select multiple formats or languages, or burst the
       report, you cannot view the report now. You must select one of the other
       delivery methods.

   7. If you want to provide prompt values, select the Prompt for values check
      box under Prompt Values.

       If you run the report later, the prompt values you provide are saved and
       used when the report runs.
       Note: You are prompted for values only if the report specification or model
       includes prompts or if you have access to multiple data source
       connections or signons, even if the Prompt for values check box was
       selected.

   8. Under Bursting, specify whether the report should be bursted.

       Note: This option is available only if the report author defined burst keys in
       the report.

   9. Click Run.



Create a Report

You can create reports to analyze data and answer specific questions related to
your business.

In Query Studio, you can intuitively explore data by creating ad hoc reports.
Cognos Report Studio is a comprehensive report authoring environment. Use it
to create both highly interactive and sophisticated production reports for mass
consumption by specifying queries and layouts for each report.

An existing report may contain most of the information you require, but you may
need new prompt values or changes to the layout or style. Instead of creating a
new report, you can create a report view to satisfy your requirements.

Access to the report authoring tools is controlled by the capabilities defined for
your logon. If you require access to the report authoring tools but the links are not
available on the top navigation bar, contact your system administrator.




Keysoft Solution Pvt Ltd, Bangalore                                               20
Before creating a report in Query Studio or Cognos Report Studio, confirm that
the package containing the data for your report is available in the portal. If you do
not have access to the package, contact your administrator.


Tip: A package is identified by the package       icon.

You must have write and traverse permissions for the folder in which you want to
save the new report   .

Steps

   1. Choose whether you want to create a simple or complex report:

             To create a simple report, click the Query Studio        link on the
              toolbar.

             To create a complex report, click the Report Studio         link on the
              toolbar.

   2. If the Select Package dialog box appears, click the package containing
      the data you want to use in your report.

Query Studio or Cognos Report Studio opens, depending on what you selected.


Create a Report Without Using Actual Data

You can create a report without accessing the data that will eventually be used in
the report. Use Query Studio in preview mode to create or modify reports without
retrieving actual data from the database. Instead, simulated data is shown.




Keysoft Solution Pvt Ltd, Bangalore                                                  21
Sample Model

The sample model provided with ReportNet is named gosales_goretailers and
refers to the samples databases gosl and gort.

The model is designed for use in Framework Manager and is divided in the
following views:

      A database view
      A presentation view
      Summary queries

Database View

The query subjects in the database view correlate directly with the tables in the
gort and gosl databases. The database view

      Defines relationships between database query subjects
      Renames objects to reflect their business use
      Modifies the SQL in some query subjects to handle language
       requirements

Presentation View

The presentation view defines model query subjects that are formed from the
database query subjects in the database view. The model query subjects in the
presentation view are organized to reflect a logical use based on a business
case. For example, product line, product type, and product are presented as
items in a single subject.

Because relationships are defined in the database view, there are no explicit
relationships between any of the model query subjects.

Model query subjects are the only part of the published package visible to the
report author.

Summary Queries

The model includes two summary queries that combine detail information into
monthly values that other query subjects can use.




Keysoft Solution Pvt Ltd, Bangalore                                                 22
Products by month is a query that combines the quantity of products sold into
monthly periods. Data from this query is compared to data in the Product
forecasts model query subject. Product forecasts is generated from the
relationship between Products by month and Product forecasts.

Revenue by month is a query that combines the revenue for products, retailers,
and sales staff. Data from this query is compared to data in the Sales targets
model query subject. Sales targets, is generated from the relationship between
Sales target and Revenue by month.

Task 1 : Create a New Project.

Create a new Project:

   1. From the start menu ,select Programs/Cognos ReportNet/Framework
      Manager.

       the framework manager welcome window opens.

   2. Under project, select the create a new project link. In the new project
      dialog box, under project name type, GO_Application. Click OK.
   3. Select English USA as your language, and then click OK.



   Task 2: Create a Go sales Data source and query subjects.

   1. From the select Import source dialog box, choose Database as your
      import source and then click Next.
   2. Select gosales from the list of data sources, and then click Next. The
      Import wizard – select objects dialog open.



   Task 3: Use Import to Data source query subjects.

   1. Select all tables, by checking the box next to the tables folder, and then
      click Next.
   2. On the generate relationships page, select the following check boxes, if
      they are not already selected:

             Use primary and foreign keys.
             Between the imported query subjects
             Convert to inner join ( 1..n)




Keysoft Solution Pvt Ltd, Bangalore                                                23
   3. Click Import. You will receive a message on the import wizard finish
      screen, indicating that the import process is complete.
   4. Click Finish.

   Task 4: Examine the imported Data source query subjects.

   1. Expand the GOSales folder( click the + sign)
   2. In the properties window, click in the column to the right of name and
      rename a query item in the property sheet.
   3. Click Undo
   4. click save and save often
   5. Right click on any query subject and select and select edit definition. ( You
      will see that all of these query subjects are simple select * from table
      queries. Notice that format of the table specification syntax in the query,
      especially the qualification.
   6. Click Test.
   7. Using these buttoms:

       Test sample the query

       Determine the Total Rows in the result.

   8. Use options to change the number of rows of data returned in the test
      result to 100, Click Ok, and then test run.
   9. Click Cancel to exit without saving.



Task 5: Examine Object Exploere.

   1. In the center frame, Click the Object Explorer link to open the mode:

       You will see a list of objects in the model. This is a convenient view of the
       model for managing relationships and large numbers of objects.

   2. Form the Object Explorer drop-down menu, switch to the object diagram
      view.

       Use these toolbars buttons to hide or show the project view, properties,
       and summary windows.

   3. Look at the botton right corner of the diagram for the OverView icon. Click
      and hold this button to see an overview of your object diagram.
   4. from the Object Diagram drop-down menu, switch to large icons.
   5. Select a query subject in the model and using the toolbar buttans, Select
      Set Focal Point to redraw the diagram, focusing an that query item.


Keysoft Solution Pvt Ltd, Bangalore                                               24
   6. Using the toolbar bottons , switch to details, to return to the original view.
   7. In the Object Diagram View, right click on PRODUCT_LINE and click Set
      Focal point.
             PRODUCT_LINE becomes the focal point of the Object.
   8. Click Undo to return to the original view.

Task 6: Clean up the Joins.

Framework manager determines cardinality based on the database structure.
But, the batabases do not provide sufficient information for Framework Manager
to be 100% correct. You must examine the joins and ensure they are correct

   1. select a relationship between two tables. Right click and select Edit
      Defintion.
   2. Right click Prodcut, and select Create Relationship.
   3. In the Create Relationship dialog box, click the ellipisis beside the second
      query subject box and select Sales_target. (Ensure that the Product
      number query subject is selected in both columns.
   4. Select the cardinality for product of 1..1 ,and for sales_target of 0..n.

Task 7 : Organize the query Subjects.

   1. Expand the Gosales folder in the project viewer pane.
   2. Shift+click to select all of the query subjects in the project viewer pane.
   3. Rigth-click and select New parent/floder.
   4. right-click on the new folder to rename the folder you just created. Name
      the folder Database view.
   5. Rename the root namespace model.
   6. create a namespace in the Database view folder called Gosales.
   7. Move all the query subjects from the database view folder to the newly
      created Gosales namespace.

Task 8: Publish the package.

   1. In the Project viewer pane of Framework Manager, right click on Packages
      and select Create/Package.
   2. Name the Package GO_Apllication.
   3. click Next and click Next again to accept all the defaults.
   4. Click Next, and then click Finish. We are accepting all the package
      defaults for now.
   5. Click Yes when asked to open the publishing wizard. Ensure that Cognos
      ReportNet Server is selected as the destination.
   6. Click Publish and then click Finish.

   Task 9: Test your package.




Keysoft Solution Pvt Ltd, Bangalore                                                 25
   1. Open your browser and log into Cognos connection if required.
   2. Go to public folders. You will see the package you have just created.
   3. Click on the GO_Application Package to open it.

        Notice there are no reports in the package yet.

   Task 10: Save a report to your package.

   1. Click the query studio link in Cognos Connection
   2. If asked, select the GO_Application Package you have just published.
   3. Open the Order_Details folder and select all items in it. Insert them into
      your report.
   4. Save this report in the GO Application folder.
   5. Click Return to close query studio.
   6. Return to FrameWork Manager.

Task 11: Add the Presentation Layer to the model.

First we will oraganize our Framework Manager Project.

   1. Create a namespace, at the same level as the Database view folder called
      GO_Application.
   2. Right click on GO_Application and select Create/folder.
   3. Name this folder Order Information
   4. Click Next. (Do not add anything to this folder).
   5. Click Finish.

Task 12: To Publish

   1. Right click the GO_Application package on the package folder and select
      Publish.

Task 13: Test your Package.

   1. Open your browser and log into Cognos connection if required.
   2. Go to Public folders. You will see the package you just updated.
   3. Click on the GO_Application package to open it.
   4. Start query studio.
   5. If prompted, select the GO_Application package. You will notice that all of
      the new folders and query subjects that you have created are now
      available in query studio.
   6. Create another report.
   7. Save this report in the GO_Application package.
   8. Close query studio.




Keysoft Solution Pvt Ltd, Bangalore                                                26
                            Cognos Report Studio
Cognos Report Studio is a Web product for creating reports that analyze
corporate data according to specific information needs.

Cognos Report Studio is a Web-based tool that professional report authors use
to build sophisticated, multiple-page, multiple-query reports against multiple
databases. With Cognos Report Studio, you can create any report that your
company requires, such as invoices, statements, and weekly sales and inventory
reports.

       Demo 1:

       Lists reports:

       Task 1: Create Basic Reports.

       Lists are the basic starting point of reporting.

          1. Open report studio using the GO sales and retailers model.
          2. Create a new List Report.
          3. Click and drag Product line and hold it over the list frame. Do not
             drop it yet. ( if you drop it, undo and re-start. You will notice three
             basic drop zones: before the list, in thelist and after the list.
          4. Drop the item on the list when you see three vertical bars ( one
             flashes) as the drop indicator.
          5. Add the following columns.

              Product Type

              Order Method

              Revenue

              Quantity

   2. Click in the Page Explorer pane to select Product Line. You can see select
              either the column title or data.
   3. Shift click to select product type also.
   4. Click Group. Notice the group indicator Product line appears in the column
      to indicate the item is grouped. This will not appear in the report.
   5. run the report. Report viewer opens, displaying your report with data.


Keysoft Solution Pvt Ltd, Bangalore                                                    27
   6. Click Close to return to Report Studio
   7. Select the revenue and add average using aggragate button.
   8. Then select the Total quantity.
   9. Run the report.
   10. Return to report studio.
   11. Save the report as product list report.

Task 2: Create a grouped list report.

          1. Create a new list report.
          2. Add items:

               Order number

               Order date

               Product name

               Revenue

               Quantity

          3. Group on Order Number
          4. Select the Order Date
          5. In the Properties pane, set the level span property to order Number.
          6. Run the report. Notice that the order date displays once for each
             order.
          7. Click Close to return to Report Studio.
          8. Save the report as order list report.

Demo : Crosstab Reports.

Task1 . Create Basic Crosstab Reports.

Let’s create a crosstab. We can do this in two ways.

   1. Create a new list report.
   2. Add columns:

       Order method

       Product Line

       Product Line Product Line

       Product Type


Keysoft Solution Pvt Ltd, Bangalore                                           28
        Quantity

   3.   Select Order Method and click pivot list to Crosstab
   4.   Run the report.
   5.   Return to report studio.
   6.   Save the report as Total units sold by Product line and order method.
   7.   Create a new crosstab report.
   8.   Create your crosstab by dragging and dropping items into the appropriate
        drop zones:

        Rows: Product Line, Product Type

        Columns: Order method

        Measures: Revenue, Quantity

   9. Run the report
   10. Return to report studio.
   11. In the crosstab, drag and drop the revenue column title to the right of
       product type.
   12. Run the Report.

        Now you have your Excel style crosstab with over/under measures.

   13. Save the report as Product Line by Order Method multiple measures
       crosstab.




Keysoft Solution Pvt Ltd, Bangalore                                              29
Demo2 : Chart Reports

Task 1: Create a simple clustered bar.

   1. Create a new chart report.

       Lets create a 3D effect

   2. In the insert chart dialog box, from the chart type window, select colimn
      with 3D visual effect as your chart type.
   3. Click OK. There are different chart prototypes for each chart type or sub-
      type.

       There are three drop zones in this chart type:

       Axis Measure – the number that are being plotted such as revenue.

       Category – the data item that becomes the clusters in the chart.

       Series – the data item that becomes the columns in the chart.

   4. Drop the following columns into each drop zone:

       Axis Measures – Revenue

       Legend item – Product line

       Aix item – Order method

   5. Run the report.

       You can see that ReportNet has added labels for you.

   6. Return to Report studio
   7. Save the report as Product line by Order method clustered 3-D chart.



Task 2: Create Custom titles.

   1. Click to select the chart title.
   2. In the properties pane, edit the text by double- clicking in the field and
      entering Product Report in the text dialog box.
   3. Click to select the Left axis title


Keysoft Solution Pvt Ltd, Bangalore                                                30
   4. Change the display Property to show by double-clicking the field to the
       right.
   5. Change the text to US dollars.
   6. Make the font size 10, in the Foreground color, select teak, and then click
       OK.
   7. Change the Legend title to Product Line.
   8. Make the font size 10 in teal.
   9. Hide the lower axis title text ( at the bottom of the chart) so it does not
       appear on the report.
   10. Run the report, and then close Report viewer once you have viewed the
       changes you have made.

   Let’s make the chart larger.

   11. Select the chart.
   12. Set the width to 950 and the height to 500.
   13. Run the Report.
   14. Return to Report Studio
   15. Save the report.

Demo 3 : Filtering

Task 1: Create simple filters.

   1. Create a new list report.
   2. Add these items to the report:

       Order number

       Order date

       Product name

       Quantity

   3. Sort ascending on the order date column.
   4. Run the report. Notice that this report has orders starting jan 2 , 2002
   5. Return to Report studio
   6. Click Filter
   7. Click Add to add a filter expression
   8. Click the query Items tab
   9. Double click on Order date to add it to expression
   10. Type the rest of the filter: >=2002-07-01.
   11. Run the report. As you can see, we have filtered out orders before 01 july
       2002.
   12. Return to Report Studio.


Keysoft Solution Pvt Ltd, Bangalore                                             31
   13. Save the report as Orders List Report Filtered.



Task 2. Filter on details.

   1. Create a new list report
   2. Add columns:

       Product Line

       Product type

       Quantity

   3. Group on product line and product type.
   4. Total quantity ( click on aggregate)
   5. Run the report
   6. Return to Report Studio
   7. Click Filter
   8. Click Add to add a filter expression
   9. Create a filter: Quantity>75
   10. Run the report. When you created the filter condition,did you notice the
       Tabular filter tab and Application Property.

       This tells you the filter is being applied at the tabular data level against the
       detail data before any aggregation takes place.

   11. Go into your filters and disable the filter you have just created prior to
       going ahead with the next task.

   Task 3. Create Group Filters.

   If you want to filter at a higher level of grouping, you use group filters.

   1. Click Filter
   2. Click the Group Filters tab
   3. Click Add to add a filter expression. Notice that the query items now
      present the grouping structure.
   4. Create the filter Quantity>100000
   5. Click Ok.
   6. With the filter selected, Select Product type as the level.
   7. Run the report.

       You will see that product lines such as outdoor protection disappear from
       the report.


Keysoft Solution Pvt Ltd, Bangalore                                                  32
   8. save the report.

   Parameters and Prompts

   Task 1: create a prompt filter.

    1.Open Report studio with the GO sales and retailers package.

   1. Create a new list report.
   2. Add these items to the report.

        Order number

        Order date

        Product name

        Revenue

   3.   Sort ascending on the order date column.
   4.   Run the report. Notice that the earkiest date is January 2,2002.
   5.   Click Filter
   6.   Click Add to add a filter expression
   7.   Edit this filter and chage the expression to:

        [order date]>?Pdate?

   8. Run the report. As the report has a parameter, ReportNet will
       automatically prompt the user for a while.
   9. In the prompt select 15 mar 2002 and click Ok to run the report.
   10. Return to Report studio. Let’s try something a little more detailed.
   11. Remove the filter we added a moment ago so you have a report with no
       filters, and then click Ok.
   12. Select the order date and product name coumns.
   13. Click Build Prompt page.
   14. Run the report.
   15. Select the following dates: 18 through 22 mar 2002.
   16. Select all of the Bug shield products.
   17. Click Finish to run the report.
   18. Save the report as Order List with Prompts, and return to Report studio.
   19. Using the page explorer, go to page1.
   20. Click Filter and examine the filter Report Studio generated.

        [gosales_goretailers].[order].[order date] in_range?Order date?

   21. Save the Report.


Keysoft Solution Pvt Ltd, Bangalore                                               33
Drill Through:

Task1. Create a Drill target report.

   1. Open Report studio.
   2. Create a new list report, using the GO_Application package.
   3. Add columns.

        Product Name

        Order number

        Order date

        Quantity

        Actual revenue.

   4.   Group on Product name.
   5.   sort ascending on order number.
   6.   Total quantity and actual revenue.
   7.   Change the report title to Drill target.

Task 2. Configure the Drill.

The Target report needs to have a filter with a parameter that values from the
parent report can satisfy.

   1. Create a new filter using product number from the model.

        Product number = ?ParmProdNo?

   2. Save your report a Drill Traget.

Task 3. Create a Drill Parent Report.

   1. Create a new list report.
   2. Add columns.

        Product line

        Product type

        Product name


Keysoft Solution Pvt Ltd, Bangalore                                              34
        Quantity

        Actual revenue

   3.   Group on Product line and product type.
   4.   sort ascending on product number
   5.   Total quantity and actual revenue.
   6.   Change the report title to Drill parent.

Task 4. Configure the drill.

   1. Select the data portion of the Product name column.
   2. In the properties, select Drill throughs to open the drill throughs page, click
      New Dirll through.
   3. In the right pane, browse to the target report by clicking on the ellipis.
   4. Select the Drill target report and click open.
   5. Click Ok when informed that a parameter has been added.
   6. Click in the left pane to select the ParmProdNo parameter.
   7. In the right pane, select Product Number as the query item.
   8. Click OK, and save your report as drill parent.

Task 5. Test your Drill.

   1. Run the drill parent report. You will notice that the Product Name values
      are underlined.
   2. Click on any one of them to initiate the drill through. ( you are taken to the
      drill target report, showing values for the product name you have chosen o
      drill down on).




Keysoft Solution Pvt Ltd, Bangalore                                                35
                              Cognos Query Studio
Query Studio is a Web product for creating ad hoc reports.

Query Studio is the ad hoc reporting tool for ReportNet, the Web-based reporting
solution.
In Query Studio, you can

      view data

       Connect to a data source to view data in a tree hierarchy. Expand the
       query subjects to see query item details.

      create reports

       Use the data source to create reports, which you can save and reuse. You
       can also use an existing report to create a new report.

      change the appearance of reports

       Improve the layout of your report. For example, you can create a chart,
       add a title, or reorder columns for easy comparison.

      work with data in a report

       Use filters, summaries, and calculations to compare and analyze data.




Keysoft Solution Pvt Ltd, Bangalore                                              36
Task 1: Create Basic Grouped List Report.

   1. From Cognos Connection, click the query studio link. Select the GO sales
      and retailers Package.

       Query Studio opens displaying the available query subjects in the left
       pane.

   2. Expand the products folder and drag and drop product line into the report.
   3. Drag and drop product type into the report and group on product line.
   4. Add Product name to the report and, expand the orders folder and drag
      and drop the revenue query item into the report.
   5. Group the report on Product Type.
   6. Select the Product name query item and sort ascending.

Task 2: Run with/ without data.

   1. open the run Report menu by clicking on the lick in the left menu, and
      select the Preview with NO data option.
   2. Save this report wkshp5-1
   3. Return to Cognos Connection.
   4. Locate and edit the report. ( Notice that the run option is still set to preview
      with NO data.
   5. Set the run option back to Run with all Data.

Task 3: Create Filters.

   1. Select the Product Line query item and click Filter.
   2. Filter on Product line= Mountaineering Equipment and Personal
       Accessories by selecting them in the show only the following box. Click
       OK.
   3. Click on the filter link below the report title.
   4. Click Deselect All to ensure all filter values are NOT selected before
       clicking OK. This Will clear the current filter.
   5. Check the promt every time the report rune checkbox to select this option.
   6. Clcik Ok and clkick run report. Query Studio prompts you for Product lines
       to include in the report.
   7. Remove the filter from from Prodcut line by deslecting the prompt every
       time the report runs option.
   8. Select the revenue query item and click filter.
   9. Click the To: Radio button and enter 5000000 ( 5 million) to remove all
       Product lines with revenues greater than five million dollars fr4om the
       report:
   10. Click OK.


Keysoft Solution Pvt Ltd, Bangalore                                                37
Task 4 : Format Query items.

If a query item fro example revenue, is formatted in the model, the format will
apply in both report studio and query studio reports. You can always format as
desired in the report.

   1. Select the revenue query item and format as US$ with 2 decimal places.
      You can rename items as required in query studio.
   2. Right click on the Product line query item heading and rename to line of
      products. You can set the report title.
   3. Click on the report title and set the title to Line of Products Report.
   4. Select the revenue query item ( header).
   5. Right Click and select cut.
   6. Right click on Product name and select paste. You have now re-ordered
      the query items.

Task 5: Create Cross Tab reports.

   1. create a new Report.
   2. Add the query items

       Product Line

       Product Type

       Order Method

       Revenue

       Quantity

   3. Click the order method and pivot ( create a crosstab). Now You can see
      that we can see that we can have multiple rows, columns and measures,
      let’s go to smaller crosstab.
   4. Click on any product type row. All of the product will be selected.
   5. Click delete and all of product types will be removed.
   6. Click on the Quantity column and delete it.
   7. Click Swap rows and columns.
   8. Click on the order method rows, and then click sort from the edit Data
      menu. Choose sort descending.
   9. Sort the summaries to show us the highest revenue product lines first.

Task 6: Create charts.




Keysoft Solution Pvt Ltd, Bangalore                                               38
   1.   Create a new report.
   2.   Add the query items Order Method and revenue.
   3.   Click Chart
   4.   Select Pie, standard and Chart only.
   5.   Click OK.
   6.   Click on the insert Data link, and drag and drop product line onto the
        report.

        Query Studio will generate one chart for each group value.

   7. Click Chart to change the chart properties to show the chart and table
       together.
   8. Click Ok.
   9. Select the product line column and pivot the report.
   10. Click Swap Rows and columns. Deselect the swap the chart checkbox in
       the swap rows and columns dialog box then click OK.

        Now your crosstab report is easier to read, but your chart remains
        unchaged.

   11. Click chart and set options as below: chart type column , standard, chart
       only and click ok.

Task 7: Create more advanced reports.

  1. Create a sorted group report such as this report:

        Quantity is averaged ( the framework manager model defaults to totaled).
        The report is sorted by product line average quantity in descending order.

  2. Create this top ten report.
  3. Create this percent of returns report.
  4. Create this seemingly simple count of details report.

Sorting Groups:

   12. Create a new report with the query items Product line , Product type and
       quantity.
   13. Select quantity and go to the Edit Data menu.
   14. Select Summarize.
   15. Select Advanced.
   16. Select Summary of cells ( Avearge).



Top 10 reports :


Keysoft Solution Pvt Ltd, Bangalore                                                39
   1.   create a new report with the query items Prodcut type and Quantity.
   2.   Select the quantity item.
   3.   click Calculate.
   4.   Select Rank operation and name the item Rank.
   5.   Move the rank to the start of the report.
   6.   Click on Rank and filter for values up to 10.




Keysoft Solution Pvt Ltd, Bangalore                                           40

				
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