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Analysis Studio
Table of Contents
Cognos 8 is a fully integrated Business Intelligence tool for enterprise-wide reporting and
analysis. It is a thin-client, web-based tool that is scalable to large organizations. It includes
tools for ad-hoc self-serve queries, complex managed reports, event notification and high-
level analysis, all available from the same web portal.
Query Studio
Query Studio is used for ad-hoc queries.
Report Studio
Report Studio is used to develop complex and managed reports.
Analysis Studio
The OLAP (on-line analytical processing) tool for high-level, rapid exploration, using drill-
down and drag and drop techniques.
Event Studio
Notifies the user of events, such as a change in a key performance indicator.
Cognos Viewer
Cognos Viewer displays reports on the web.
Framework Manager
Framework Manager is used by the Cognos 8 administrator to develop the model and
packages that manage the data that can be read by Query Studio, Report Studio, and Analysis
Studio.
• Sort data
• Filter data
Filter on one or more items
Create complex filters
Focus on the Top or Bottom sets of data
STEPS:
4. Click OK.
Note: Depending upon how your administrator has configured the server, you may not see
this screen.
Toolbar
Packages
Folder
Actions
Public Folders
Folder Folders are used to organize reports and other folders. A folder is colored
yellow.
Packages Groups of folders containing reports and a business view of the data. The
“package icon” is a blue folder.
Actions Change properties and actions for the selected package, folder or report.
Toolbar Set properties and actions for the current folder. (See “Toolbars” later in this
chapter.)
Toolbar
Actions
Reports
My Folders
Reports Reports you have created and saved. The icon indicates whether the report
was built with Query Studio or Report Studio.
Actions Change properties and actions for the selected report.
Toolbar Set properties and actions for the current folder or selected report(s). (See
“Toolbars” later in this chapter.)
Note: Public Folders contain reports that can be seen by all users. My Folders contain
reports that you develop and save. My folders allows you to organize your reports by type in
personal folders – i.e. Analysis Studio Training and Training.
List View Shows the folder contents in a list view with one report per line.
New Folder Creates a new folder. Folders are used to organize reports.
STEPS:
Menus Toolbar
Overview
Insertable
Object Pane Work Area
Information
Pane
Properties
Pane
File Menu
New Report Starts a new Analysis Studio Report
Save Saves the report.
Open in Report Studio Opens report created with a different Cognos 8 package in
Analysis Studio
Save As Saves the report with a different name or location.
Exit Exit Analysis Studio
Edit menu
Undo Undo a step in the report
Redo Redo a step in the report
Delete Delete an item from the report.
Hide Hide an item in the report.
Exclude Exit Analysis Studio
Search (Item)… Search for an item in the package.
View menu
Crosstab View the report in a Crosstab format (default).
Chart View the report in a Chart format.
Crosstab and Chart View the report in the Crosstab and Chart formats on one
screen.
Select Chart Type Change the type of Chart to view.
Swap Rows and Columns Swap Rows and Columns.
Objects and Information View the Report alone or view the report and insert objects
pane.
Properties Pane View the Properties Pane.
Settings menu
Suppress Suppress allows you to suppress zeros on rows and columns
and to suppress nulls.
Set Number of Visible Items Set number of visible items allows you to change the default
set (rows and columns) you can see in the report.
Totals and Subtotals Totals and Subtotals give you control over seeing totals and
subtotals in the report.
Insertion Options Insert Options allows you to insert items with and without
details.
Run menu
Run Report (HTML) The default, this interactive format allows the saved report to be
easily changed.
Run Report (PDF) - Portable A printer ready format that uses the Adobe Acrobat Reader.
Document Format, Adobe This report format cannot be changed – it is “frozen”.
Acrobat
Run Report (Excel 2000 Places multiple pages of a report into a single Excel worksheet.
Single Sheet format)
Run Report (CSV) – Comma This is used to Export data to Excel, Access, Word or most
Separated Values other applications.
Run Report (XML) Shows the XML code used to display the report.
Report Options Report Options allows you to add a title, change page breaks,
and orient the report to landscape or portrait.
Help menu
Help The default, this interactive format allows the saved report to be
easily changed.
Contents A printer ready format that uses the Adobe Acrobat Reader.
This report format cannot be changed – it is “frozen”.
Quick Tour Report runs in Excel Single Sheet format.
Getting Started This is used to Export data to Excel, Access, Word or most
other applications.
Cognos on the Web
About Analysis Studio
Top or Bottom Allows you to put Top or Bottom filters on the report.
Suppress Allows suppression or zeros, nulls and totals on rows and columns.
Sorts the report on one or more columns in ascending or
Sort
descending order.
Subtotals Allows you to create subtotals in the report.
Summarizes grouped items. Changes the summaries to total,
Summarize
count, average, maximum, etc.
Calculate Creates mathematical expressions
Chart Type Allows you to change between pie, bar, line, and other charts.
Reporting like this is a new concept for many people. An Analysis Studio report resembles
a spreadsheet, but it is much more.
Information about your business is arranged into dimensions such as years, surveys and
question groups. These dimensions are not necessarily the way the information is stored in
your database; rather it is organized into the ways you need to analyze information. By
examining the items within these dimensions, you get a bird’s-eye view of the major trends
within your business.
Information in Analysis Studio can be organized into rows and columns that can be easily
nested, changed or rotated; thus we get the concept of multidimensional reporting.
Analysis Studio presents the package over the World Wide Web. You can view Analysis
Studio data from any computer with an Internet browser. Through the technology of the
World Wide Web, you can be working in the same building as the Analysis Studio date, or
thousands of miles away.
STEPS:
1. From Cognos Connection > Public Folder choose Great Outdoors Company.
2. The series of folders appear. Each folder contains reports from the different studios, but
all reports use the same package.
The data in a package is organized into dimensions, items and measures. Dimensions are
the major lines of analysis of a business: Years, Surveys, Questions, etc.
Items are the details that make up a dimension. For example, the categories within the Dates
dimension are Year, Quarter, Month and Days. Items are arranged into hierarchies within a
dimension. For example, a Year contains four Quarters and a Quarter contains three Months.
Measures are the actual numbers we are reporting. Measures may be Total Revenue
estimates, Question Group Impressions or any other numeric information.
Columns
Measure
Row
STEPS:
1. From the Analysis Studio Sample folder open the Top and Bottom sample report.
STEPS:
1. Place the cursor over the row heading Camping Equipment. The cursor turns to a
hand when it is possible to drill down.
STEPS:
2. When the cursor changes to a hand, click on Qtr1. The columns drill up to show the
quarters of 2006.
• Drill down on Tents and show the months in the second quarter of 2005 as shown
below.
STEPS:
1. We will drill all the way down to August 2006 using the Overview menus. Place the
cursor on the down arrow in the column Overview area. A menu pops up.
2. Click on 2006. The report drills down to the current quarters in 2006.
3. The results.
6. Choose 2006/Aug.
8. From this menu, click on Sleeping Bags and then choose Hibernator Lite
1. Click on the down arrow notice there is 3 levels showing in the drop down menu.
2. Choose Products.
Note: The most efficient way to drill up and down in a report is a combination of drilling up
and down in the row and column summaries along with using the Overview area.
STEPS:
1. In the Insertable Objects pane, click the plus sign next to the Great Outdoor
Company folder to open the folder.
2. Click the plus sign next to the Retailer folder to open the folder.
Note: The Columns have been changed now not showing any timeframe. The numbers
shown in the report are for all years.
A measure is a performance indicator that is quantifiable and used to determine how well a
business is operating.
Note: Right-clicking the measure in the Insertable Objects pane and choosing Use as
Default Filter from the shortcut menu can change the measure.
STEPS:
1. Click the plus sign next to the Measures folder to open the folder.
STEPS:
4. Click OK.
5. At the bottom of the screen you will see the new title added.
STEPS:
Note: Public Folders security is determined by the administrator. If you have access, you
can choose to save your report in Public Folders where everyone else can access them. Or
you can save them in the private My Folders area where no one else can access them.
7. Click OK.
10. Click on Save. The Saved name of the report appears in 2 places.
STEPS:
2. Click on the Great Outdoors Company folder, and then the Analysis Studio Samples
folder.
Public Folders > Great Outdoors Company > Analysis Studio Samples
You can go back to a previous level by clicking on a folder name in the path.
5. To see specific Entries, use the Entry section area on the screen. Enter 20 and then
press the Go arrow.
6. Notice on the screen it now states 1-17 because there is only seventeen reports. The
Next Page arrows are grayed out because there now all reports are on one page.
When the user runs a report, the query is resent to the database and any new or changed
information is returned to the report.
STEPS:
1. From the Analysis Studio Sample reports folder locate Combine Filters Sample.
4. Click Run.
6. Click the Combine Filter link. The report is viewed Excel format.
STEPS:
Note: If you do not get the File Download message, or Excel does not open, check to
make sure you are allowing pop-up windows. If your setting are correct and you are still
unable to open in Excel, then your security settings are not allowing file downloads.
Please check with your Administrator about your Internet security settings.
Note: You can also save the report from this screen. You may see the message below. If
you do, click Yes.
6. The report opens in Excel format in a web browser window. The first page of a report
is displayed on Sheet1.
Note: You can also Save As Excel from the File Download window illustrated in the
previous lesson.
STEPS:
1. From the Internet Explorer menu, choose File > Save As…
4. Use the drop-down for Save as type and choose Microsoft Excel Workbook
(*.xls).
5. Click Save.
2. Open Excel by choosing Start > Programs > Microsoft Office > Excel, or use
your short cut if you have one.
4. Locate the Excel report that was just saved, Save As Excel Example.xls.
5. Click Open.
Note: Once the report user has saved a report to Excel, the report is no longer
connected to your source data. The Excel file is a static copy of the report as of the date
and time the report was created.
STEPS:
1. Using the Combined Filters Sample report. Note: Re-run the report from Cognos
Connection if closed.
4. At the bottom of the screen you will see the below message.
To change pages:
STEPS:
4. Make sure the drop-down for Save as type is set for Adobe PDF Files (*.pdf).
5. Click Save.
Note: Once the report user has saved a report to PDF, the report is no longer connected
to the source data. The PDF file is a static copy of the report as of the date and time the
report was created.
STEPS:
3. You can enter the page range in the Print Range area.
1. In the Print window, click Properties next to the name of the printer.
3. Click OK.
Note: The report user has no control over row/column widths or font sizing. If you need
assistance getting a report to fit correctly for printing, contact your report administrator.
1. In the upper right hand corner there is a HTML icon. If you are unsure of which icon,
hold your cursor over each icon and read the fly out windows.
STEPS:
2. If the select a package window appears choose the Great Outdoors Company
package.
Note: The below window may appear depending on how your administrator has set up your
security.
5. Drag Camping Equipment from the Insertable Objects pane to the row headings.
4. Drag Order Method from the dimension viewer to the column headings.
6. Open the Measures folder and then drag Revenue to the Measure area.
2. Drag Quantity sold measure up to the measures area above the row headings.
3. When the area containing the Measures is highlighted, release the mouse. The measures
are changed to Quantity sold as values.
A quick way to exchange rows and columns is to use the “Swap Rows and Columns” button.
STEPS:
Exercise:
Filters reduce the data in the report to show only what is selected. You can use one or more
items as filters to quickly focus your analysis on a particular view of the data; in fact, you
can apply a filter from every dimension.
This technique is known as filtering using context. Changing context changes the values that
appear. It does not limit or change the items in the rows or columns.
Filters are created by selecting categories from the Insertable Objects pane and dragging and
dropping them to the Context section of the Overview area or using the Right-click
method.
STEPS:
1. Click on the plus sign next to the Dates folder in the Insertable Objects pane.
Note: You can change the filter by using the right click menu. You can also add other filters
using different dimensions.
1. Change the context filter by clicking on the down arrow next to the context
filter and choose Next (2006 Q 4).
2. The information in the rows and columns do not change, but you are now looking at Qt4
data.
Once you have added a context to the report, you can easily change that filter using the drop
down menu in the Overview area.
STEPS:
1. Click the plus sign by Retailer in the Insertable Objects pane.
2. Click the plus sign by the By Retailer site. Note: you are seeing 20 of the 21 items in
this dimension.
5. Use the Insertable Objects scroll bars to see all 40 of the tree source items now visible.
Note: Even with 20 of the 21 items visible in the Insertable Objects pane, dragging the
Retailer by site into the report, still only brings the limit of 20 items into the report.
You can easily increase the number of items in your report, using the More function in the
report.
GOAL: To have more than the source tree limit visible in the report.
STEPS:
1. Create a new report; you do not have to save the existing report.
Note: If you right click on More a different menu appears, select Number of Visible
Items then Custom.
We are going to add time as columns to this report, but we only want to see 2006, not the
Dates (All) summary column
STEPS:
1. Drag Years into the column area and Revenue into the Measure area.
4. The report now does not show 2005, but added a More & Hidden column.
6. The summary column Years is still showing totals that include 2005 data.
8. Save the report as Retailer by Year in the My Folder > Training folder.
Note: If you wanted a summary column that contains data from 2004 and 2006, you would
create a calculated column. In the next chapter, we will learn how to create this calculation.
STEPS:
3. Choose Ascending from drop down menu. Now the Retailer is in the order of 2006
revenue.
Nested categories are extremely flexible. We can also hide higher levels so that we may see
only the details.
STEPS:
1. Open the Order Method report from My Folders > Training folder.
2. From the Insertable object pane, click the Plus sign by Years.
4. Hold the left mouse button down and drag 2006 in front of the current rows.
5. Let go of the mouse. It may take some time for the rows to become nested, depending
on the size of the dimension that you are working with.
Note: Analysis Studio does give you the capability to nest more than one item against a
column or row. However, the data in your package has to be designed so that multiple
nesting makes good business sense.
1. Move the cursor to the level selection area, above the row headers for the second level
(See illustration below). The level selection area is light blue.
1. Click on 2006. (You may have to re-open several categories in the Insertable
Objects pane.)
STEPS:
2. In this report Asia Pacific territory does not have any fax orders. You can see this by the
rows that are Zero.
3. Suppress Zeros in Rows and Columns. Notice the Suppress Zeros signs next to the Row
and Column area in the Overview Pane.
3. The report now shows all rows and columns. Notice the Suppress Zero symbol is also
removed.
STEPS:
2. Holding down the Ctrl key, click in each of the columns 2004 & 2006.
3. Click OK.
2. Holding down the Ctrl key on the keyboard, click on the 2005 and the 2006 columns.
6. Click Undo, highlight 2006 first and then 2005. Click on the Calculated button.
Note: The order you select the columns in, determines the order of operations that the math
choices default to.
Note: Your administrator can add calculated columns to the package. An administrator
creates the calculated columns when there is a common calculation needed by different user
groups.
STEPS:
6. Click Undo.
1. Use the existing report and right click on the Americas column.
3. Click OK.
4. Click Undo.
STEPS:
1. Click the Retailer button at the top of the screen, to select this set as the
one we want to limit.
6. The report now shows the top 5 retailer and has a Subtotal for all included retailer totals.
It also includes a row with a Subtotal that excludes the totals of the rows that do not appear.
STEPS:
1. Open the Order Method report and filter on the Year 2006.
7. To see just the crosstab, click on the down arrow next to the Display icon.
8. Click on Crosstab.