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Notes on Report Bursting in Cognos 83

Notes on Report Bursting in Cognos 83

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Notes on Report Bursting in IBM Cognos 8.3
Product(s): IBM Cognos 8.3 Business Intelligence Area of Interest: Reporting

com . All rights are reserved. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in this document. Cognos ULC is an IBM Company. or translated into another language without the prior written consent of Cognos. and additions to cscogpp@ca. While every attempt has been made to ensure that the information in this document is accurate and complete. This document contains proprietary information of Cognos. some typographical errors or technical inaccuracies may exist. Any improvements or changes to the information contained in this document will be documented in subsequent editions. IBM and the IBM logo are trademarks of International Business Machines Corporation in the United States. All other names are trademarks or registered trademarks of their respective companies. You can send comments. photocopied. suggestions. No part of this document may be copied. stored in a retrieval system.ibm. reproduced.com This document is maintained by the Best Practices.3 2 Copyright Copyright © 2008 Cognos ULC (formerly Cognos Incorporated). or both. Information about Cognos products can be found at www. IBM Cognos Proprietary Information .cognos. This document shows the publication date. The information contained in this document is subject to change without notice.Notes on Report Bursting in IBM Cognos 8. transmitted in any form or by any means. Product and Technology team. Cognos and the Cognos logo are trademarks of Cognos ULC (formerly Cognos Incorporated) in the United States and/or other countries. or other countries.

...........................................................................................................................2 3..................................................................................................................................... 4 OPTION 1 ...................................8 CROSSTAB OPTION 2 ..............4 LIST OPTION 2 ........................ 10 APPENDIX A: TERMINOLOGY ...2 2 2.............BURST USING TWO QUERIES .....BURST USING THREE QUERIES ............................................................................................BURST USING ONE QUERY ........................................................ 4 PURPOSE ........3 4 5 6 INTRODUCTION ..................................................................4 APPLICABILITY .......................3 3 3........................................................3 3 Contents 1 1..........................................................................1 3............ 11 IBM Cognos Proprietary Information ......................2 2..........................Notes on Report Bursting in IBM Cognos 8....1 1............ 10 CONCLUSION ....................................................... 8 CROSSTAB OPTION 1 ......8 BURST A CROSSTAB ....1 2.............................. 10 BURSTING MULTILINGUAL REPORTS........................................................................BURST USING TWO QUERIES ................9 OPTION 3 MULTI-RECIPIENT EMAIL ADDRESSES ...............4 BURSTING LIST REPORTS ...... 10 BURSTING DIFFERENT REPORT FORMATS................................................6 OPTION 3 MULTI-RECIPIENT EMAIL ADDRESSES ......................................................................

List Query will have the following information: Region Code NA NA ER ER OT OT North America North America Europe Europe Other Other $123 $123 $123 $123 $123 $123 fred. we will define a single query to be used for three purposes: • As the List Query • As the Burst Query • As the Recipient Query In this example. The report is grouped on and will be burst on Region Code.com Region Revenue Recipient 1 Or Repeater reports which also use an un-pivoted query. this query is named List Query.3 in several scenarios.schmoe. Applicability This document applies to IBM Cognos 8.2 2 Bursting List1 Reports We will examine three options to burst a simple example with a grouped List report. IBM Cognos Proprietary Information . The List query contains the information we wish to disseminate including a grouped data item which determines which user gets which data.com maggie.smith@abc.com jane.Notes on Report Bursting in IBM Cognos 8.3 4 1 Introduction 1. 2.jones@abc.black@abc. 1.1 Purpose This document discusses how bursting operates in IBM Cognos 8.doe@abc.white@abc. This information is designed to compliment the information found in the Report Studio users’ guide.1 Option 1 .3 Business Intelligence.com david.abc. We will imagine a report with sales information by Region.Burst using One Query In this option.com mary.com teddy.

3. the Recipients are available. When generating the report output the burst key information is grouped and the distinct burst keys are used to produce one output file (or set of files if rendering in multiple formats) per burst key. This has an impact on data retrieval but not on the process of bursting the query layout query results. 1. IBM Cognos Proprietary Information .Notes on Report Bursting in IBM Cognos 8. we have double the number of rows in query due to adding the recipients. Even in this simple example.3 5 Note that the inclusion of the Recipients causes the data to be duplicated for each Recipient as indicated by the shading. The affect of this is that the Burst Query (List Query) is run once and we work our way through the Burst Groups (Region Code) distributing to the Recipients. For each Burst Group (Region Code) in the Burst Query. here is how this burst is executed. PDF file) is created for each Burst Group (Region Code) in the Burst Query and sent to the associated Recipient Address(s). The Burst Query (List Query) is run 2. We configure the burst as so: At run time. This option is ideally used when all or most Burst Groups are being sent to a single Recipient so there is little or no duplication of data in the query. One Burst Instance (ex.

we will define two separate queries: • List and Burst Query o Used as both the List query and the Burst query • Recipient Query o Used as the Recipient Query 6 List and Burst Query contains the information we wish to disseminate including the Region grouped data item on which we will determine which user gets which data: Region Code NA ER OT Region North America Europe Other Revenue $123 $123 $123 Recipient Query contains the Recipient information.com jane.Notes on Report Bursting in IBM Cognos 8.com maggie.black@abc. In our example.abc.schmoe. This query makes the association between a Recipient(s) and a Burst Group (Region).doe@abc. Region Code NA NA ER ER OT OT Recipient fred.com mary.com IBM Cognos Proprietary Information .com david.2 List Option 2 .3 Note that if the burst keys and recipients are stored in multiple tables then the join between these tables will need to be processed to determine the combined query results for the burst/recipient query.Burst using Two Queries In this option.white@abc.smith@abc.jones@abc. 2.com teddy. Recipients are all email addresses.

these queries will also generally be small and therefore have a light impact on the database. The Burst Query (List and Burst Query) is run 2. IBM Cognos Proprietary Information . the master-detail relationships specify [Region Code] -> [Region Code]. As Recipient Query is run many times this approach has the potential disadvantage that this may cause database load issues due to multiple queries but also provides an advantage in that there is no join to be processed between separate burst and recipient tables. This option has the advantage that it does not duplicate the data in List Query. as most Recipient lists for each Burst Group are quite small. The affect of this is that the Burst Query is run once and we work our way through the Burst Groups (Region Codes) executing the Recipient Query once for each Burst Group (Region Code). However.3 We configure the burst as so: 7 In order to link Region in the Burst Query and Region in the Recipient query. 3. 1.Notes on Report Bursting in IBM Cognos 8. we execute the Burst Recipients query (Recipient Query) passing the Region Code as a filter item (classic master-detail operation). One Burst Instance (ex. For Burst Group (Region Code) in the Burst Query. It is well suited to scenarios where each Burst Group will be sent to more than one Recipient. PDF file) is created for each Burst Group (Region Code) in the Burst Query and sent to the associated Recipient Address(s). At run time. here is how this burst is executed.

black@abc.schmoe.jones@abc. Therefore.com david.com. this option uses a single query for the Burst and Recipient Query: As the actual data is in the crosstab query.1 Crosstab Option 1 .com Region Revenue Recipient This option is new in IBM Cognos 8. 3.white@abc.com david. neither of which can be burst because a pivoted query cannot be sectioned.Burst using Two Queries Like the List Option 1.com Region Recipient Or chart queries.com maggie.Notes on Report Bursting in IBM Cognos 8.black@abc.3.com jane.com. This is only supported for Recipient Type of Email.abc. our Burst and Recipient query need only contain the Burst Key (Region Code) and Recipient: Region Code NA NA ER ER OT OT North America North America Europe Europe Other Other fred.doe@abc.black@abc. Our query would appear as so: Region Code NA ER OT North America Europe Other $123 $123 $123 fred. We will discuss options using two or three queries.com jane. separate Burst and Crosstab Queries must be used.com mary.smith@abc. This allows us to use Option 1 Single Query without the disadvantage of duplicating the data or running multiple queries.white@abc. jane. maggie. teddy.3 Option 3 Multi-Recipient Email Addresses A little known option is to specify multiple recipients in a single row of the Recipient Query.3 2.smith@abc. 2 IBM Cognos Proprietary Information .com david. 3 Burst a Crosstab2 IBM Cognos 8 does not support bursting a crosstab query directly.white@abc.com.jones@abc. 8 Multiple email recipients are separated by commas in the Recipient data item.

The crosstab query will be executed once for each Burst Key.com maggie. A master-detail relationship will be established from the Burst Query to the crosstab query and to the Recipient Query as so: The burst query would contain the Burst Group (Region Code) and Label (Region): Region Code NA ER OT Region North America Europe Other The Recipient Query would contain the Burst Group and Recipient: Region Recipient NA NA ER OT OT fred.com The Crosstab Query is the same. As the data is separated from the recipients.Burst using Three Queries One can also use three queries.Notes on Report Bursting in IBM Cognos 8.jones@abc.3 9 The crosstab query will contain the data. There is no distinct advantage to this approach and there is a drawback in that the Recipient Query will now be submitted many times (once per burst group). there are no problems with duplicate data being returned in the Burst Query.black@abc. 3.smith@abc. The crosstab query is executed once per distinct burst key.2 Crosstab Option 2 .com david. IBM Cognos Proprietary Information .com jane.black@abc.com david.white@abc.

Contact Customer Support for assistance with this issue. PDF.com david. A product defect in the IBM Cognos 8.com This option is new in IBM Cognos 8.Notes on Report Bursting in IBM Cognos 8.doe@abc. 5 Bursting Different Report Formats3 Most report formats. the information is this document is designed to allow you need to choose the option that best meets your needs.3 Option 3 Multi-Recipient Email Addresses This operates the same in both list and crosstab queries. jane. it is also necessary to filter the recipients by language. This requires the additional of a language code to the Recipient information and a filter on the Recipient Query.white@abc.com. when bursting to a combination of layout and data based formats the report will be run twice to create the required layouts. This allows us to use the two-query approach of Option 1 for crosstabs. Therefore. HTML and Excel. Within the report itself. This is being addressed in a hot site update and in the first service pack.abc. Note that the report is run (and burst) for each language selected. The Locale() function can be used to return the current language for filtering purposes. multiple recipients can be defined in a single row when the email recipients are separated by a comma. This is done by scheduling the report and selecting the required languages. 3 IBM Cognos Proprietary Information . for a Recipient Type of Email.3 initial release returns an ‘unsupported’ error when trying to burst CSV or XML. 4 Bursting Multilingual Reports Each burst report execution runs within a single language (locale).com. CSV and XML are based on the data. teddy.schmoe.3. The burst and recipient query would then look like: Region Code NA ER OT Region North America Europe Other Recipient fred.smith@abc. maggie.com.jones@abc. to burst a report in several languages it must be run in each language. 6 Conclusion There are several options for bursting.3 3. are rendered based on the report layout specified by the author. Therefore. 10 Again.black@abc.com mary.

This is often the same query as the Burst Query. a report burst by Region Code might have a Burst Label of Region IBM Cognos Proprietary Information . Recipient Data Item – the data item in the Recipient Query containing the Email address or CAMID of the Recipient. Burst Master-Detail – used to link the Burst Query and the Recipient Query Burst Label – the data item used to provide a name for the Burst Instances ex. As crosstab queries cannot be burst directly. this is often the same query referenced by the list. This query contains the Burst Group data item. Region Code Burst Instance – a report result such as a PDF document with selected data to be distributed to the Burst Recipients Burst Recipient – the IBM Cognos 8 user or email address to which the Burst Instance are available or sent Burst Query – the query which drives the burst processing. Recipient Query – the query which contains the Burst Recipient information.Notes on Report Bursting in IBM Cognos 8.3 11 Appendix A: Terminology Burst Group – the report grouping item to be used to create Burst Instances ex. the Burst Query is a list query used as a master to the crosstab detail query. For lists.

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