COGNOS(R) ENTERPRISE BI SERIES

C O G N O S TR A N S FO R M E R

DISCOVERING TRANSFORMER

Discovering Transformer 06-07-2004 PowerPlay Transformer 7.3 Type the text for the HTML TOC entry Type the text for the HTML TOC entry Type the text for the HTML TOC entry Type the Title Bar text for online help Cognos Transformer Version 7.3 Version 7.3

DISCOVERING TRANSFORMER

THE NEXT LEVEL TM OF PERFORMANCE

Product Information
This document applies to Cognos Transformer Version 7.3 and may also apply to subsequent releases. To check for newer versions of this document, visit the Cognos support Web site (http://support.cognos.com).

Copyright
Copyright (C) 2004 Cognos Incorporated. Architect is protected by one or more of the following U.S. Patents: 6,609,123B1; 6,611,838B1. Cognos ReportNet is protected by one or more of the following U.S. Patents: 6,609,123B1. While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in this document. This document shows the publication date. The information contained in this document is subject to change without notice. Any improvements or changes to either the product or the document will be documented in subsequent editions. U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted Rights. Use, duplication, or disclosure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013, or subparagraphs (C) (1) and (2) of the Commercial Computer Software - Restricted Rights at 48CFR52.227-19, as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA 01803. This software/documentation contains proprietary information of Cognos Incorporated. All rights are reserved. Reverse engineering of this software is prohibited. No part of this software/documentation may be copied, photocopied, reproduced, stored in a retrieval system, transmitted in any form or by any means, or translated into another language without the prior written consent of Cognos Incorporated. Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other countries. All other names are trademarks or registered trademarks of their respective companies. Information about Cognos Products and Accessibility can be found at www.Cognos.com

Table of Contents
Welcome 5 Chapter 1: Introduction 7 Understand the Flow of Data 7 Work with Source Data 8 Build a Model 8 Create a PowerCube for Distribution 8 View the PowerCube in PowerPlay 8 Understand the Transformer Interface 9 Dimension Map 9 Data Sources List 10 Measures List 10 Dimensions Pane and Category Viewer 10 About the Sample Data 10 Chapter 2: Build a Model from an Impromptu Query Definition File 13 Build Your Model 13 Build a Model Using AutoDesign 13 Reorganize the Levels in Your Model 14 Rename Your Dimensions and Levels 14 Add a Description to Your Columns 15 Use Short Names to Provide Alternate Information 15 Generate Categories 16 Refine Your Model 18 Show Counts 18 Create a Manual Level to Improve Your Model Structure 18 Create a Calculated Measure 19 Create a Measure that Counts Categories 20 Add a Description for Your Measure 20 Create PowerCubes for Distribution 20 Chapter 3: Build a Model from an Architect Data Source 23 Build Your Model 23 Configure Your Authentication Source 23 Import an Architect Data Source 23 Define Dimensions, Levels, and Measures 24 Rename Your Dimensions and Levels 26 Add a Time Dimension 26 Generate Categories 27 Refine Your Model 27 Create a Calculated Measure 27 Create a Cube for Distribution 28 Create a Cube 28 Chapter 4: Build a Model Using Multiple Data Sources 29 Build Your Model 29 Import Data Sources 29 Define Dimensions, Levels, and Measures 30 Declare Level Uniqueness 31 Add a Time Dimension Manually 31 Specify a Level Label 32

Discovering Transformer 3

Generate Categories 32 Refine Your Model 33 Create an Alternate Drill-Down Path 33 Create Special Categories 33 Set up Currency Conversion 35 Create a PowerCube for Distribution 37 Create Regional PowerCubes 38 Add Password Protection for a Cube 39 Appendix A: Product Samples 41 Index 45

4 Cognos Transformer

Customer Support For information about customer support locations and programs. PowerPlay for Excel. by installing PowerPlay Transformer Edition and Access Manager. see the customer support section of the online help or visit the Cognos support Web site (http://support. PowerPlay Connect.cognos. and reports.asc. as well as a comprehensive suite of documentation. click About PowerPlay Transformer (Help menu).You can also print your own copies of all online books in Acrobat Reader. cubes. is available from the Windows Start menu or the Transformer Help menu.xls format. the Documentation Roadmap. An annotated list of the documentation.Welcome What Is in This Book Discovering Transformer is intended for new Transformer users. You can access these source files. How to Order Extra Books You can order extra copies of the printed documentation that is shipped with Transformer. and . or PowerPlay Web. . It introduces you to the process of building and refining models that you can use to create cubes for PowerPlay users. You don’t need to install Enterprise Server..iqd. The documentation that you receive depends on the edition of Transformer you installed. Please contact your local Cognos office or Cognos Direct to order the various installation guides. and complete the model-building tutorials in this book. Discovering Transformer 5 . Other Documentation PowerPlay comes with a full set of sample models. If you are unsure which edition you have. This book teaches you how to build models based on sample files in .com).

Welcome 6 Cognos Transformer .

or Cognos Visualizer. and the way you want Transformer to restructure it. you create a PowerCube to distribute to your PowerPlay Enterprise Server administrator or to your PowerPlay users. PowerPlay for Excel. Discovering Transformer 7 . Finally. PowerPlay Web.Chapter 1: Introduction Transformer is a modeling tool that you use to build multidimensional models from your source data. Understand the Flow of Data Use Transformer to create structured models from various data sources that you then distribute as multidimensional PowerCubes. who can then create reports to distribute to other PowerPlay or Upfront users. These models are distributed as PowerCubes that you can view in PowerPlay for Windows. Access Manager PowerPlay for Windows Impromptu PowerCube Other Data Sources PowerPlay Transformer PowerPlay Enterprise Server PowerPlay for Excel Upfront PowerPlay Web Third-party OLAP cubes PowerPlay Connect You begin by assessing your source data and planning how to organize it to support the types of business analysis that are important to you. You then build a model that specifies the location of this data.

iqd).Chapter 1: Introduction Work with Source Data Transformer supports a wide range of local data sources. take the PowerPlay for Windows Quick Tour and then see Discovering PowerPlay for Windows. If you have one of the PowerPlay Transformer editions. If you are responsible for distributing PowerPlay information to a large. For example.ppx) to share PowerCube-based reports among any of the client products. you can set up drill-through targets for the PowerCube. calculated measures or categories. View the PowerCube in PowerPlay The PowerCubes you create in Transformer can be used in any of the PowerPlay client products. including Excel and Lotus 1-2-3 Build a Model Use the New Model wizard to import your source data into Transformer. which can query local or server-based databases delimited ASCII files (. currency exchange rate data sources. including PowerPlay for Windows. you can adjust the dimensions and levels so that the structure matches your planned design. which can specify SQL queries against local or server-based databases. or you can create your model manually. PowerPlay for Windows PowerPlay for Windows offers full exploring and reporting capabilities for both remote and local cubes. route it to colleagues who modify it in PowerPlay for Excel. If you work in a UNIX client-server environment. or from one component in the Cognos platform to another. Transformer can create a preliminary model for you by using AutoDesign. dBase. each one tailored to a different user group. and special categories. After you build your preliminary model. decentralized organization. see the PowerPlay Administrator's Guide. Create a PowerCube for Distribution You create a PowerCube based on your Transformer model.asc) and comma-separated variable files (. or PowerPlay for Excel. To learn more about PowerPlay for Windows. your PowerPlay users may want to drill between cubes that each contain data for only one sales territory. you can create several PowerCubes from a single model.csv) fixed-field text files local databases. FoxPro. For example. and Paradox PowerHouse portable subfiles spreadsheet crosstabs and databases. They may also want to drill through to the transaction details contained in an Impromptu report. then publish it to the Web. including Microsoft Access. you should also consult Transformer for UNIX. If you want your users to be able to drill through to other cubes. your users can author a report in PowerPlay for Windows. PowerPlay Web. For more information. However. You can then refine your model by adding custom time dimensions or categories. manual levels. You can use a portable reporting format (. 8 Cognos Transformer . the illustrations in this book only show your results as they appear in PowerPlay for Windows. Clipper. alternate drill-down paths. the PowerPlay Transformer editions make many administrative and production tasks easier for you. Web users can make additional changes to suit their personal presentations. including • • • • • • Impromptu query definition files (.

you only need to work with three of these windows: the dimension map. PowerPlay for Excel PowerPlay for Excel is designed for users who prefer to work with a spreadsheet interface. and the Measures list.Chapter 1: Introduction PowerPlay Web PowerPlay Web is designed for casual Web-based users who require online and printed versions of static reports. if the time dimension is divided into fiscal year and calendar year paths. these converge at the month level. They appear as a line of gray buttons at the top of the dimension map. To build a basic model. To learn more about PowerPlay for Excel. Dimensions Dimensions are broad groupings of data that represent major segments of your business information. Drill-down paths are vertically arranged paths that lead from the highest-level categories in the hierarchy to the lowest. Dimensions Levels Manual level Data source Regular measures Columns Calculated measure Dimension Map The dimension map shows the dimensions and levels that have been added to your model. For example. organized by level. To learn more about PowerPlay Web. Understand the Transformer Interface When you start Transformer. For analytical purposes. with little customization. Drill-down paths in the same dimension must converge at some common level within the model. Discovering Transformer 9 . Dimensions consist of a hierarchy of categories. take the PowerPlay Web Quick Tour and see the PowerPlay Web online help. each dimension may be split into one or more additional drill-down paths. take the PowerPlay for Excel Quick Tour and then see Discovering PowerPlay for Excel. such as products or locations. the Data Sources list. as many as six windows may open by default. and for more experienced users who need an analyze-then-query client accessible from their Web browser.

and expanding or collapsing folders. Dimensions pane Category viewer The dimensions pane has two tabs: the Dimension tab and the User Class tab. The category viewer shows the individual categories contained at each level of the currently selected dimension. either for analytical purposes. The data set begins in January 2004 and continues until the end of December 2006. Measures are numerical data used to gauge performance within the organization. and climbing tools. quarters. The Dimension tab shows all the dimensions in your model while the User Class tab shows all the user classes in your model. buttons and controls for navigating. Products from these lines include items such as tents. Measure values are derived from a transactional data source or calculated in Transformer by using specified formulas. with a common set of attributes. and Mountaineering Equipment (introduced in the second sample year). TrailChef Cup is a category in the Product level of the Products dimension. Each data source contains the columns that you can use to create levels and measures for your model. Outdoor Protection. Examples are Revenue.Chapter 1: Introduction Levels Levels are positions within the dimensional hierarchy that contain categories at the same order of detail. Order Quantity. insect repellent. For example. such as years. This company sells a wide variety of outdoor equipment and accessories. Dimensions Pane and Category Viewer You use the dimensions pane and category viewer to explore and further refine your model. watches. There are five product lines: Camping Equipment. resizing text. or months in the Order Date column. Manual levels contain categories you have added. Golf Equipment. and the calculated measure Gross Margin. The category viewer has the standard scrollbars. which is derived by using the formula (Revenue-Cost)/Revenue. or to bring the category-per-level ratio closer to the recommended guidelines. 10 Cognos Transformer . zooming. About the Sample Data The Great Outdoors Company is a fictional company that is used for all the examples in this book. such as Seasons or Product Colors. putters. Measures List The Measures list contains all available measures for your model. Source levels contain categories from a data source column. Personal Accessories. Cost. Data Sources List The Data Sources list contains all data sources that you have imported into Transformer.

Some products excel in certain regions. Discovering Transformer 11 . Retailers are located in 21 countries around the world. Because the Great Outdoors Company does not sell directly to consumers. For example.Chapter 1: Introduction The Great Outdoors Company has a large sales staff who sell their products to retailers around the world. retailers are essentially their customers. the Golf Equipment line is the most successful product line in the Asia Pacific territory. These retailers in turn sell GO products to consumers. but do not necessarily sell all products. They usually sell a variety of products from each product line.

Chapter 1: Introduction 12 Cognos Transformer .

Duration: Approximately 40 minutes Build Your Model To build a model using the sample Impromptu query definition file (. levels. and measures so that the design suits your needs Build a Model Using AutoDesign Use AutoDesign to build a model from the Sales. You also need the Sales. select Impromptu Query Definition and then click Next. and measures. levels. click New. Click Next. It is a good idea to use AutoDesign when you are first learning to build models. In the Data Source Name box. Try This 1.Chapter 2: Build a Model from an Impromptu Query Definition File Every cube that you open in PowerPlay is based on a business model. The New Model wizard appears.iqd). Click Browse to show the Open dialog box. From the File menu. Start Transformer.iqd data source. This file is located in Cognos\Cern\Samples\PowerPlay\Discovering Transformer.iqd sample file (located in Cognos\Cern\Samples\PowerPlay\Discovering Transformer). type Sales and ensure that the Include Security In This Model check box is cleared before you click Next. 5. In the Model Name box. This name appears in the Data Sources window. 6. You can use the Transformer AutoDesign utility to build an initial model. and measures. This format is the storage format of your data source. This lesson teaches you how to use AutoDesign to build a model based on a source file from Impromptu (. 2. Discovering Transformer 13 . levels. Select the Sales. To complete this lesson. you must have PowerPlay Transformer Edition or Personal Transformer installed. The AutoDesign utility analyzes your data source and makes an educated guess about how to organize your dimensions. 3.iqd file and then click Open. This file is located in Cognos\Cern\Samples\PowerPlay\Discovering Transformer.iqd). You can build this model in PowerPlay Transformer by specifying the data sources and then defining the dimensions. you must • • import the data source by using the New Model wizard reorganize and rename the dimensions. type GOSales1. 4. In the Source Type box. 7.

You can reorganize the levels. Note: The AutoDesign utility added this column to the Measures list because it contains numerical data. so that Staff Name becomes the level below Position. type a name for your model such as Sales. and then click Finish. however. Close the Signons window. as shown. drag the Retailername column to the dimension map and drop it along the top border to the right of the other dimensions. drag the Productname column to the dimension map and drop it below the Producttype level. double-click the Order Date dimension. Rename Your Dimensions and Levels The names that appear in your dimension map are the ones that users see in PowerPlay. 14 Cognos Transformer . Delete the extra Retailername level in the Country dimension. From the Data Sources list. The new dimension name appears in the dimension map. 10. 2. In the Measures list. In the dimension map of your sales model. it is not a measure and should not appear in the Measures list. dimensions.mdl format). right-click Position in the top border. Do not close your model. Try This 1. 9.Chapter 2: Build a Model from an Impromptu Query Definition File 8. and click Save. Reorganize the Levels in Your Model Sometimes the AutoDesign tool does not produce the exact results you require. In the File Name box. and change the name of the dimension to Country. Drag the Position level below the City level. click Save. From the Data Sources list. 3. select Exported Model Files (*. 13. 6. Leave the Isolation Level as Default and then click Next. Try This 1. or a different name that will not overwrite the sample. In the Data Sources list. 2. click Properties. 5. Ensure that Run AutoDesign is selected. You can change the names of the dimensions and levels in your Sales model so that they are more intuitive. and measures in your Sales model so that the structure better suits your needs. delete Productnumber. 4. expand the GOSales1 data source to show the available columns. In the Save As Type box. From the File menu. Observe that the Retailername level is inserted automatically. 12. 11. In the Dimension Name box of the property sheet. 7. type Dates and click OK. Save your model under the same name as you used previously.

double-click Productline. Note: In our sample data. If it wasn’t. Repeat steps 1 and 2 to change the following dimension names: • • • • • • Country to Regions Productline to Products Retailername to Retailers Productline to Product Line Producttype to Product Type Productname to Product 4. You can specify the column type. In the Data Sources list of your sales model. Click OK and save your model under the same name." 4. and several other properties on the General tab. 3. Try This 1. Click the Description tab. and not to the column in your source data. the column is clearly named. Leave the name at the top as it is. The new name would apply only to your Transformer model. Examine the Column property sheet. data class. Save your model under the same name. 2. you could change it here. Double-click the following level names and rename them as shown: 5. Use Short Names to Provide Alternate Information You can choose Productnumber to appear as the short name for the Product level so that PowerPlay users can choose to see either the product name or its short form (a number) in their reports. Add a Description to Your Columns Add a description for your Productline column as an explanation for users of your model or viewers of the PowerPlay report created from it. without closing it. Discovering Transformer 15 .Chapter 2: Build a Model from an Impromptu Query Definition File 3. without closing it. Type "The Great Outdoors Company three-year product line-up.

In the Name box. 5. click OK. 4. Try This 1. Click OK to close the Level property sheet and save your model under the same name. select Productnumber and click OK. 3. 2. From the Run menu. You will learn how to correct this in the manual level section. Leave the Data Source Type box as Column.. Click the Products dimension and then click Show Diagram (Diagram menu). double-click the Product level to open its property sheet. You can use short names to provide alternate information in PowerPlay or to shorten the length of labels in PowerPlay reports. Try This 1. click Short Name and then click the ellipsis button (. Generate Categories You can generate categories for your sales model and then use the category viewer to explore the categories in your dimensions and levels.). When warned that the By Retailername category has too many immediate descendants..Chapter 2: Build a Model from an Impromptu Query Definition File Short names can come from any other column in your data source or can be specified for each category. 16 Cognos Transformer . 3. click Generate Categories. 2. In the dimension map of your sales model. without closing it. On the Source tab.

click Default View (View menu) to return to the default layout of Transformer. Tip: To expand a level. Double-click TrailChef Cup and review the contents of the property sheet for this category. 5.Chapter 2: Build a Model from an Impromptu Query Definition File 4. without closing it. click expand (+). Close the category viewer and save your model under the same name. Expand Camping Equipment and then TrailChef Water Bag to show the categories at the Product level. The levels for the Product dimension appear in the category viewer. Discovering Transformer 17 . Observe the number that appears in the Short Name box. 6. This is the Productnumber that you previously specified as the short form. 7. 8. Click Cancel to close the Category property sheet. Tip: If you expanded the category viewer.

Try This 1. type Retailer Divisions and then click OK. click Show Counts. 2. it is recommended that you stay below 1:10 so that PowerPlay users see all their data on one report page. Transformer reports the number of categories in each dimension. Create a Manual Level to Improve Your Model Structure You can create a manual level to improve the structure of the Retailers dimension. You correct this in the next tutorial. Click the Retailers dimension and then click the Show Diagram button. The counts for the Dates dimension are inflated by the presence of several relative time categories. You do not receive a warning until your ratio of levels to categories exceeds 1:30. Try This 1. In the Level Name box. 2. including the root and drill categories. Divide the Retailername categories into alphabetically grouped divisions to make it easier for your users to analyze the retailer data in PowerPlay. Right-click the Retailername level and click Insert Level.Chapter 2: Build a Model from an Impromptu Query Definition File Refine Your Model To refine your model so that it better suits your needs. From the Edit menu. From the Edit menu. you can • • • • • show counts for your dimensions create a manual level to improve the structure of your model create a calculated measure create a measure that counts categories add a description for your measure Show Counts Use Show Counts to see how many categories appear at each level of your dimensions. The numbers that appear in parenthesis beside the dimension name represent the total number of categories. However. 18 Cognos Transformer . The numbers that appear in parenthesis beside each level label represent the total number of categories in that level. so look at the Retailers dimension instead. Dimensions Levels Observe that the Retailername level has 109 categories: too many for users to analyze in PowerPlay. 3. click Show Counts again to return to the default dimension map. Use Show Counts to see why the Retailername level produced a warning when you generated the categories for your sales model.

Because there are many categories in the Retailername level. Your expression definition should be "Unitprice" . 4. 5. Leave the Data Source Type box as Column. In the Measure Name box. The categories in the box are selected."Unit Sale Price". you may create a new category under the wrong level. Click anywhere in the selection and drag the crosshair to the A-C category label. drag the pointer to frame the categories that start with the letters A. select Retailername. Expand the Measures folder again and double-click Unit Sale Price. drag the crosshair just to the right. Now you need to populate the Retailer Divisions level by connecting these new categories to the categories in the Retailername level. These categories now belong to A-C. Click the Order By tab and then click the ellipsis button (. 9. click Undo (Edit menu). click Default View (View menu) to return to the default layout of Transformer.Chapter 2: Build a Model from an Impromptu Query Definition File 4. In the Available Components pane. Click OK to close the Order By Association dialog box and then click OK again to close the Level property sheet. J-R. Discovering Transformer 19 .Unit Sale Price). 5.. 3. and S-Z. 6. 3. In the Available Components pane of the expression editor. and then release the pointer. Click OK to close the expression editor and then click OK again to close the Measures property sheet. Right-click anywhere in the Measures list and click Insert Measure. 2. Click the Type tab. Tip: If you expanded the category viewer. Tip: If you drag the pointer too far to the right. Observe that you have created a new category called A-C under the Retailer Divisions level. you must sort the categories alphabetically before making the associations Try This 1. without closing it. In the Category Label box of the Category property sheet. 7. Close the category viewer and save your sales model under the same name. expand the Measures folder and double-click Unitprice.. Observe that the new Discount measure appears in the Measures list and is represented by a calculation icon. 2. Click the right side of the By Retailername category. without closing it. 6. and release the pointer. Try This 1. double-click the subtraction symbol (-). 4. B. and then click the Calculation button. Left-click. type A-C and click OK.) beside the Order By folder. double-click Retailername. 8. Observe that the Retailername categories now appear in ascending alphabetical order. In the level label at the top of the category viewer. Repeat steps 4 and 5 to create three more categories called D-I. To fix this. From the Name box. type Discount. Repeat steps 6 and 7 to connect the other Retailername categories to their respective parents. click Calculated. 7. and C. 6. Save your model under the same name. Create a Calculated Measure You can create a measure that shows discounts by calculating two of the measures in your Measures list (Unitprice . 8. 5.

Based on a unique level (Retailername). Try This 1. 10. 20 Cognos Transformer . Observe that the new Retailer Count measure appears in the Measures list. 7. type Retailer Count. 5. without closing it. without closing it. Click OK to close the Measures property sheet. Save your model under the same name. Note: A level must be unique before you can use it to create a measure that counts categories.Chapter 2: Build a Model from an Impromptu Query Definition File Create a Measure that Counts Categories You can create a measure that counts retailers who generate revenue for the Great Outdoors Company. click Yes to accept the warning. Save your model under the same name. or PowerPlay Web. For information about level uniqueness. 8. PowerPlay for Excel. Click Unique. Click the Description tab and type Retailers that purchased product. you are limiting the Retailer Count measure to only those retailers that return a value in the Quantity measure. click Create PowerCubes. Try This 1. Right-click anywhere in the Measures list and click Insert Measure. Click the Rollup tab and then select Quantity from the Activity Measure box. non-zero values. but does not count more than once: if the same retailer buys a product in each of two months. 2. Click the Type tab and then click Category Count. 4. The default name used for this cube is the name you specified on the first page of the New Model wizard. you can create a PowerCube to distribute to your users. not twice. 4. select Retailers. 2. From the Dimensions box. Click PowerPlay (Tools menu) to open PowerPlay for Windows with an Explorer report. Create PowerCubes for Distribution After you finish refining your sales model in Transformer. Leave the Level box as Retailername. Add a Description for Your Measure You can add a description for your Retailer Count measure so that PowerPlay users can use Explain to see the purpose of the measure. In the Measures list of your sales model. By selecting Quantity as the Activity Measure. 6. Click OK. the quarterly rollup counts that retailer only once. and then click OK. In the Measure Name box. From the Run menu. double-click Retailer Count. 3. Transformer creates the Sales cube. Your users can view this PowerCube in PowerPlay for Windows. 9. Try This 1. this count includes all non-missing. 3. Double-click the Retailername level to open its property sheet. 2. see the Transformer online help.

In PowerPlay for Windows. J-R. right-click the Retailer Count tab. Discovering Transformer 21 . Product level using short name • Observe that the Retailers dimension contains the manual levels you created: the alphabetically sorted divisions A-C. click Measures. expand the Products and Retailers folders. Manual level created in Transformer • Click the Unit Sale Price tab at the top of the report. D-I. and S-Z. and explore the Sales cube as follows: • Click the Short Name button in the toolbar (left margin). click the Dimension Viewer button. The short names for the categories in the Product level are the product numbers. and click Explain. Confirm that the description you entered for the measure in Transformer appears in the Explain window.Chapter 2: Build a Model from an Impromptu Query Definition File 3. Calculated measure Category count measure • Click Retailer Count. and confirm that the calculated measure Discount and the category count measure Retailer Count are both listed.

Chapter 2: Build a Model from an Impromptu Query Definition File 22 Cognos Transformer .

lae).cem (located in Cognos\Cern\Samples\Architect). Start Transformer. Duration: Approximately 40 minutes Build Your Model To build a model from an Architect data source. click New. You also learn how to define the default authentication source for your model. you must configure the default security for the data source.Chapter 3: Build a Model from an Architect Data Source Every cube that you open in PowerPlay is based on a business model. By default. levels. you must • • • configure the default authentication source for security import the data source by using the New Model wizard choose the dimensions. and measures that you need in the cube. This lesson teaches you how to use the Metadata Explorer to build a model from an Architect data source (. and measures. levels. Configure Your Authentication Source All Architect data sources use security that is stored in either a directory server or a local authentication export file (. Before you can import an Architect data source into Transformer. Try This 1. From the File menu. The Architect data source for this tutorial uses the GOSecurity local authentication export file (. you must have PowerPlay Transformer Edition and Access Manager installed. 2. click Next. Discovering Transformer 23 . and measures you want by using the Metadata Explorer You can only import Architect data sources that are packaged for use with Transformer. Import an Architect Data Source Use the New Model wizard to import the ArchitectTutorial3. or you can build the model manually. The New Model wizard appears. Ask your Access Manager security administrator how to configure your authentication source to point to this file.cem). which specifies user classes and data source information needed to complete the exercises in this chapter.lae). you use the Metadata Explorer to specify the dimensions. You can build this model in Architect or PowerPlay Transformer by specifying the data sources and then defining the dimensions.cem data source in Transformer. You can use the Transformer AutoDesign utility to build an initial model. If you are using an Architect data source. levels.lae (located in Cognos\Cern\Samples\Accman) and ArchitectTutorial3. To complete this lesson. You must also install two sample files: GOSecurity. it is located in the folder Cognos\Cern\Samples\Accman.

if you make changes in Transformer (for example. once all the required source and signon information is loaded. and categories. In the User ID box of the Cognos Common Logon dialog box. No password is required for this user. However. 5. The security information that you can specify for the model includes • the authentication source. 6. user class information is included for models created using Architect as a data source. Transformer scans the metadata to create a preliminary model you can edit in the Metadata Explorer. type Architect.Chapter 3: Build a Model from an Architect Data Source 3. In the Data Source Type box.cem. 8. by creating different user class views). select ArchitectTutorial3. By default. ensure Sales is selected and then click Next. If you use an Architect package as your data source. • • • • Define Dimensions. type Sales and Marketing and then click Next. Transformer displays the available Access Manager configurations and Architect packages. levels. In the Access Manager namespace box. levels. so you will always be prompted to enter the appropriate administrator logon. ensure that Architect Model is selected and then click Next. Click OK. 11. or a local authentication export (. these can’t be saved back to the user class hierarchies in the Architect model. located in Cognos\Cern\Samples\Architect. any access information associated with entities or attributes in the Architect model is automatically applied to your Transformer dimensions. Transformer disengages from Architect and synchronization is no longer automatically maintained. All models based on Architect packages use security. as set up using the Access Manager Configuration tool whether cube access is restricted to members of particular user classes (the default for Architect data sources) whether the data source is configured for auto-access. In the Model Name box. as indicated in the Signons list • • 7. type asmith and then click Log On. Ensure that the Use the wizard to scan the metadata option is selected and click Finish. either a namespace for LDAP-compliant directory servers. 4. 10. Levels. cubes can be created on any supported UNIX platform. You must select from the choices that are presented. By default. In the User Class dialog box. This selection means that Transformer launches the Metadata Explorer. However. In the Data Source Name box. It shows all available dimensions. In the Package box. For remotely accessed data. When you are using Transformer and your source is an Architect model. and Measures To choose the levels and measures for your Sales and Marketing model. select GOnamespace and click Next. Notes: • Transformer models can have only one Architect data source. and synchronization can be restored manually (from Architect). In the Model box. Transformer on UNIX can also access Architect data sources. use the Metadata Explorer. the attribute name is derived from the Architect data source. and measures in your Architect package.lae) file. 9. select Creator from the user class box. 24 Cognos Transformer . In client-server mode. and click Open. or Browse to the file.

click Default View. In the File Name box. including codes and performance indicators. The corresponding levels appear in the Candidate Hierarchies pane. in the Save As Type box. Continuing from the previous set of steps. COUNTRY~1~. PRODUCT_TYPE. Do not close your model. From the File menu. 3. 6.mdl). RETAILER. SALES_TERRITORY. Subject names in the Level tab may not match the names in the Candidate Hierarchies pane. and then click Metadata Explorer to open it. UNIT_PRICE. UNIT_COST. in your Architect data source. click Save and. Click OK to create the model. you cannot manipulate these items until you add them to your model. and SALES_BRANCH. This is the same information that you see in the Data Sources list after you import your data into Transformer. 5. expand SALES_BRANCH and click SALES_BRANCH_CODE. 11. In the Candidate Hierarchies pane under RETAILER_TYPE. expand RETAILER and click RETAILER_CODE. A left pane appears. 10. Your dimension map appears. with Level and Measure tabs. 12. click PRODUCT_LINE. select Exported Model Files (. On the Level tab. On the Level tab. expand PRODUCT and click PRODUCT_NUMBER. Collapse all subject folders on the Level tab and confirm that your Metadata Explorer appears as follows. click SALES_TERRITORY. and PRODUCT_LINE dimensions. 2. from the View menu. click QUANTITY. 7. In the Candidate Hierarchies pane under SALES_TERRITORY. 9. and numeric data. showing the RETAILER_TYPE. and RETAILER_SITE. Discovering Transformer 25 . type Sales and Marketing and click Save. In the Candidate Hierarchies pane under PRODUCT_LINE. Try This 1. 8.Chapter 3: Build a Model from an Architect Data Source Although you can use the Metadata Explorer to select the levels for your model. In the Common Measures pane. On the Level tab. and PRODUCT. and UNIT_SALE_PRICE. attributes. 4. click RETAILER_TYPE. These show the entities.

This time dimension is based on the ORDER_DATE entity. 5. click OK. 2. Repeat steps 1 and 2 to change the following dimension names: • • RETAILER_TYPE to Retailers SALES_TERRITORY to Sales 4. 9. Add a Time Dimension Use the date wizard to add a time dimension to your model. type Products and click OK. Double-click the PRODUCT_LINE dimension. 8. as shown. it is used by default in PowerPlay Explorer reports. 2. 4. 11. From the Tools menu. Select the following and click Next > after each choice: • • • • • • • • • • • Yes (Years) Calendar Years Yes (Quarter-years) Yes (Months) No (Weeks) No (Days) First day of one particular year: 20040101 (accept default) Yes (generate categories now) for Starting. type Years as the new dimension name and then click Next. type 20040101 for Ending. although there may be warning messages related to the relative time categories. In the list box. Save your Sales and Marketing model without closing it. 3. In the Date Wizard. From the Tools menu. Right-click in the Architect model in the Data Sources list and click Synchronize Query. click Check Model. You can change the names of the dimensions and levels in your Sales and Marketing model so that they are more intuitive. and then click Next. If you place your time dimension first on the dimension line. Confirm that. there are no error messages. The new dimension name appears in the dimension map.Chapter 3: Build a Model from an Architect Data Source Rename Your Dimensions and Levels The names that appear in your dimension map are the ones that users see in PowerPlay. type 20061231 click Finish 6. expand ORDER_HEADER. In the Dimension Name box of the property sheet. 26 Cognos Transformer . Try This 1. In the date range boxes 7. Try This 1. 3. Drag the Years dimension to the far left of the dimension line. select Subject-Attribute. In the Data Source Type box. Save your Sales and Marketing model without closing it. click ORDER_DATE. 10. select Date Wizard.

6. In the category viewer. Create a Calculated Measure You can create a measure that shows net revenue by calculating two of the measures in your Measures list (UNIT_PRICE . Click the Type tab. Save your Sales and Marketing model without closing it. Your expression definition should be "UNIT_PRICE" . and then click the Calculation button. In the Measure name box. click the Expand icons to explore the descendant categories for Products. Right-click anywhere in the Measures list and click Insert Measure. you refine it by creating a calculated measure. click Check Model. In the Available Components pane of the Expression Editor. In the dimension map of your Sales and Marketing model. click Calculated. 2. Try This 1. expand the Measures folder and double-click UNIT_PRICE. Close the category viewer and click Default View (View menu) to return to the default layout of Transformer. In the Available Components pane. 6. From the Run menu. 4. Confirm that there are no error or warning messages and then click OK. Try This 1. 5. Click OK to close the expression editor and then click OK again to close the Measures property sheet. Expand the Measures folder again and double-click UNIT_COST. From the Tools menu. The measure that appears first in the Measures list is used by default in PowerPlay."UNIT_COST" 7.UNIT_COST). click Generate Categories. 2. 4.Chapter 3: Build a Model from an Architect Data Source Generate Categories You can generate the categories for your Sales and Marketing model and then explore the categories in your dimensions and levels by using the category viewer. 3. 8. 9. Expand the diagram window to its maximum size and click Fit in Window (Diagram menu). 5. 8. 3. click the Products dimension and then click Show Diagram (Diagram menu). Refine Your Model When you finish building your model in Transformer. Observe that the Products dimension does not contain categories at any level. Drag the new Net Revenue measure to the top of the Measures list. type Net Revenue. Save your Sales and Marketing model without closing it. Discovering Transformer 27 . double-click the subtraction symbol (-). Observe that the new Net Revenue measure appears in the Measures list and is represented by a calculation icon. 7.

explore the Sales and Marketing cube and observe the following: • • Years is the first dimension on the dimension line. 2. Your users can view this cube in PowerPlay for Windows. Create a Cube Create a cube based on the Sales and Marketing model. Net Revenue is the default measure used in your report. Try This 1. you can create a cube to distribute to your users. From the Run menu. In PowerPlay for Windows. 28 Cognos Transformer . Transformer creates the Sales and Marketing cube. click Create PowerCubes.Chapter 3: Build a Model from an Architect Data Source Create a Cube for Distribution After you finish refining your Sales and Marketing model in Transformer. Click PowerPlay (Tools menu) to open PowerPlay for Windows with an Explorer report. or PowerPlay Web. PowerPlay for Excel. The default name used for this cube is the model name you specified on the first page of the New Model wizard. 3.

To complete this lesson. you must specify the first data source that you want to use in your model. Sales.) Discovering Transformer 29 . and how to add a currency conversion capability.Chapter 4: Build a Model Using Multiple Data Sources Every cube that you open in PowerPlay is based on a business model. the file that contains the key structural data about the business. and measures. you can import files in any order. Vendors.asc) that provide information about different aspects of the Great Outdoors Company (products. You also need the following sample files: • • Products. you must • • • import the data sources using the New Model wizard choose the dimensions. sales territories.asc. and transaction details).asc. levels. Sales. retailers. you must import the following delimited ASCII files (.asc. and Vendors.asc (located in Cognos\Cern\Samples\PowerPlay\Discovering Transformer) GO Currency. or you can build a model manually. the default. This lesson teaches you how to manually build a model by using delimited ASCII files (.asc): Products. an Excel database file that contains exchange rates (located in Cognos\Cern\Samples\PowerPlay\Cubes and Reports) Duration: Approximately 60 minutes Build Your Model To build a model from multiple data sources. and measures you want in your model relate the data sources by declaring the shared levels unique Import Data Sources Before you can define the structure of your model. levels. and Transactions.asc. without affecting processing time. Import Your First Data Source When you open the New Model wizard to start a model that uses multiple data sources. you need to know how to add dimensions manually. start with Products. Using AutoDesign saves time but. for more complicated models. Transactions.xls. you must have PowerPlay Transformer Edition or Personal Transformer installed. You learn how to use the columns from these data sources to define the structure of your model.asc.asc. In this tutorial.asc. You can build this model in PowerPlay Transformer by specifying the data sources and then defining the dimensions. These files are located in Cognos\Cern\Samples\PowerPlay\Discovering Transformer. (If Transformer uses auto-partitioning optimization.asc. You can create an initial model by using the AutoDesign utility.

Try This 1. Define Dimensions. Levels. 2. In the Data Source Name box. 4. This is the storage format of your data source. type Multiple Sources. followed by the retailers data.Chapter 4: Build a Model Using Multiple Data Sources Try This 1. From the File menu. No dimensions appear in the map yet.asc file. 9. 5. Click Finish. 4.asc files to your model. The New Data Source wizard appears. Start Transformer. levels. This is the storage format of your data source. 10. Repeat steps 1 to 5 to add the Vendors. Observe the Products data source in the Data Sources list. 6. select the Sales. respectively. you can use the columns in these data sources to define the dimensions. type Products. 8. Click Next. type Sales. 7. To help you understand the structure of the data. and measures for your model. select Delimited-field Text with Column Titles and then click Next. In the File Name box. In the Data Source Name box. select Exported Model Files (. Right-click anywhere in the Data Sources list and choose Insert Data Source. The New Model wizard appears.asc and Transactions. and click Open. 3. Import the transactional source (Transactions. 6.mdl format). Save your Multiple Sources model. click Save.asc file. In the Save As Type box. Observe the Sales data source in the Data Sources list. click New. This is the name that appears in the Data Sources window. located in Vendors. 7. In the Source Type box. type Multiple Sources and click Save. In the Data Source Type box. select Delimited-field Text with Column Titles and then click Next. and click Open. 5. 3. Click Browse to show the Open dialog box.asc) last. ensure that the Include Security in this Model check box is cleared. import Sales. Click Next. Do not close your model. Name these data sources Retailers and Transactions. From the File menu.asc next. 2. select the Products. Click Browse to show the Open dialog box. 30 Cognos Transformer . Import Additional Data Sources You can now import additional data sources into your model. Clear the Run AutoDesign check box and then click Finish. In the Model Name box.asc. and Measures Now that you have all the required data sources in your Data Sources list. and then click Next.

Sales. Add a Time Dimension Manually You can also add a time dimension to your Multiple Sources model. you notice that the Transactions. and Transactions data sources. and then drag Revenue. Click Unique. renaming them to Products. click Yes at the prompt. From the Data Sources list. placeing one below the other: PRODUCT_TYPE_EN. In the Data Sources list. drag and drop the remaining product columns to the dimension map. expand the Products. 7. By default. 3. PRODUCT_NAME_EN. double-click the PRODUCT_NUMBER level to open its property sheet. This duplication exists so that Transformer can relate the transactional information to the structural information. expand the Transactions data source. Repeat steps 1 and 2 to declare the SALES_STAFF_CODE and RETAILER_SITE_CODE levels unique as well. see the Transformer online help. Retailers. From the Products data source. concatenating Smith+LocationA and Smith+LocationB). 4. and of the top level. Continue dragging columns into your dimension map until the levels appear as shown in the illustration. Double-click each dimension name in turn. You may need to use calculated columns to remove the ambiguity (for example. Sales. 5. In the samples used in your Multiple Sources model. Save your Multiple Sources model. and Quantity to the Measures list. Retailers. You must declare these shared levels unique so that Transformer can properly relate the data between the different data sources. Declare Level Uniqueness If you explore each of the sources in your Data Sources list. In the dimension map. this name is the name of your new dimension. Discovering Transformer 31 . Your own sample data may not be as "perfect". 6. Try This 1. Click OK. 4. it is associated with a source value that is itself not associated with any other category. each category in each level is unambiguous: that is. and Margins respectively. and PRODUCT_NUMBER.Chapter 4: Build a Model Using Multiple Data Sources Try This 1. and then click OK. 3. drag PRODUCT_LINE_EN to the dimension line at the top of the dimension map. Cost. In the Data Sources list. Save your Multiple Sources model. 2. 2. For more information about resolving uniqueness problems in your model.asc file contains columns that are duplicated in each of the other data sources.

From the Diagram menu. In the Data Source Type box. Generate Categories You can generate categories for your Multiple Sources model and then use the category viewer to explore the categories in your dimensions and levels. For instructions. click Default View (View menu) to return to the default layout of Transformer. assume that your sales offices and retailers are in the same country. and then click OK. In the dimension map of your Multiple Sources model. Close the category viewer and save your Multiple Sources model without closing it. 7. Click OK to close the Level property sheet. you want the RETAILER_CODE level to use the RETAILER_NAME label. PowerPlay users see only the specified label (RETAILER_NAME) and not the label from the source column (RETAILER_CODE). Tip: If you expanded the category viewer. In your Multiple Sources model. you are prompted about a uniqueness error. leave the Create Standard Levels check box selected. click RETAILER_NAME and click OK. Specify a Level Label You can specify a label name for a specific level in your model. Save your Multiple Sources model. Try This 1. click Show Diagram and then explore the categories in each of your dimensions. In the Dimension Type box on the General tab. 4. 3. see "Declare Level Uniqueness" (p. click Label and then click the ellipsis button (. 5. type Dates. type Retailer.. Before generation can proceed. 3. in your PowerPlay Explorer reports. and must declare the COUNTRY_EN levels unique. right-click anywhere in the dimension map and click Insert Dimension. In the Date Level Creation dialog box. In the Level Name box. In the Dimension Name box. 5.). From the Run menu. ensure that Column is selected.. 2. 31). 6. double-click the RETAILER_CODE level to open its property sheet. On the Source tab. Ensure that your new Dates dimension appears on the far left of your dimension map. This means that the time dimension will appear first. Leave the remaining settings at their defaults and click OK. and then click the Time tab. 8. Save your Multiple Sources model. 2. select ORDER_DATE as your source column. 2. 6. For example. 3. 7. click Generate Categories. Still on the Time tab. 32 Cognos Transformer . 4. In the Name box. Double-click the COUNTRY_EN level in both the Sales and Retailers dimensions. select Time. 5. For this tutorial. by default. and specify that each is unique. Acknowledge the error message about the lack of sufficient context information for the COUNTRY_EN level by clicking OK. change the default Earliest Date and Latest Date entries to 01/01/2004 and 12/31/2006 respectively. 4.Chapter 4: Build a Model Using Multiple Data Sources Try This 1. Try This 1.

expand the SALES_TERRITORY_EN. click Generate Categories. Save your Multiple Sources model. you can refine it to better suit your needs. The Special Category property sheet appears. 3. click OK. which appears in italics on the dimension map. In Prime Accessory Markets. Right-click the RETAILER_SITE_CODE level and click Create Drill-Down.Chapter 4: Build a Model Using Multiple Data Sources Refine Your Model After you finish building your model in Transformer. The Retailers dimension now contains an alternate drill-down path: CITY. you focus on locations where the climate supports year-round golf. COUNTRY_EN. In the Category Label box. Create an Alternate Drill-Down Path To help you analyze retailer information in PowerPlay. you include locations that promise good sales in high-end sports accessories. Try This 1. Discovering Transformer 33 . Try This 1. you can create an alternate drill-down path that shows each retailer’s CITY and RETAILER_SITE_CODE only. You create two special categories. In each. 2. Prime Golf Markets and Prime Accessory Markets. 3. In the category viewer. (The drop zone appears outlined in gray). and release the pointer. In Prime Golf Markets. 4. Use an alternate drill-down path to drill down to a level in a dimension without passing through the other preceding levels. 5. and the convergence level for the two paths. When warned that the By RETAILER_SITE_CODE category has too many immediate descendants. click the Sales dimension label. you group the markets you expect to have the best sales. Observe that an alternate drill-down path appears. Create Special Categories Suppose that you want to monitor sales in the key market segments for two of your product lines: Golf Equipment and Personal Accessories. You can create an alternate drill-down path to any unique level in a dimension. drag the crosshair to the right (just below the existing categories). drag CITY to the alternate drill-down path in the dimension map. Observe that the new By RETAILER_SITE_CODE drill-down path appears in the category viewer. RETAILER_SITE_CODE. Use this path in PowerPlay to drill directly to CITY and RETAILER_SITE_CODE without passing through the other levels. In the category viewer. and BRANCH folders so you can see the categories in each level. type Prime Golf Markets and click OK. 2. From the Retailers data source in the Data Sources list. From the Run menu.

Repeat step 4 to add other sales branches and countries that support year-round play. branch. 10. 5.Chapter 4: Build a Model Using Multiple Data Sources 4. from Central Europe Los Angeles. 8. from Americas/United States Los Angeles. Los Angeles) can appear in several special categories. from Americas Miami. from Southern Europe 6. In the Category Label box. from Americas/United States Seattle. from Americas/United States Spain. 7. Again click the Sales dimension label. Click Asia Pacific and drag the crosshair to the Prime Golf Markets label. Sales results for every representative. Repeat step 8 to add other sales branches and countries that you identified as best bets for high-end accessories. from Americas Mexico. Close the category viewer and save your Multiple Sources model without closing it. and country in the Asia Pacific territory are now included in your special category. Sales results for every representative and branch in Japan are now included in this special category. from Southern Europe Italy. 9. as follows: • • • • Germany. type Prime Accessories Markets and click OK. from Central Europe Switzerland. Click Japan (from Asia/Pacific) and drag the crosshair to the Prime Accessories Markets label. as well as in its original drill-down path. drag the crosshair to the right (just below the existing special category). The Special Category property sheet appears. from Americas/United States Observe that a category (for example. 34 Cognos Transformer . and release the pointer. as follows: • • • • • • Brazil.

6. click Currency Table. 7. Discovering Transformer 35 . click Generate Categories.. 4. Click the Time tab and. the latter. From the File menu. and save your Multiple Sources model without closing it. you may encounter problems when generating. 3. 10. find and select the GO Currency. Click Browse to show the Open dialog box. 6. In the Data Sources list.xls file in the Samples\PowerPlay\Cubes and Reports folder. Right-click the CONVERSION_DATE column. Ensure that GO_Currency is selected as the Table or Range and click Finish. The former is named ORDER_DATE. Repeat steps 3 to 6 to associate Label. Country Code. In the Degree of Detail box. which matches your locale in Regional Settings (Control Panel). In the Base Table Columns box. 3. and in the Data Class box (General tab).) to open the Rate Association dialog box. select Excel Database and then click Next. click Rate and then click the ellipsis button (. Select the Use an External Currency Data Source check box. From the Run menu. select Date. and set up conversion for each measure. Import a Currency Exchange Rate Data Source Your first step in setting up dynamic currency conversion in PowerPlay reports is to add an exchange rate data source to your existing model. 4. expand the Transactions and Currency folders and confirm that the names of the date columns differ. select Column and click the More >>> button. select CONVERSION_TO_LOCAL and click OK. In the Source Type box. Try This 1. 2. and Date with CURRENCY_NAME. and CONVERSION_DATE. and click Open. 5. In the Data Source Type box. ISO_THREE_LEVEL_CODE. Observe that the Base Table box is empty except for the default. select MDY. select Month and click OK. Right-click anywhere in the Data Sources list and choose Insert Data Source. In the Columns dialog box. in the Date Input Format box. Note: If the Currency date column has the same name as another date column in the model. You create a Currency Table in Transformer to provide the exchange rate information. 7. categories and creating PowerCubes. 9. acknowledge the warning. Try This 1. Create a Base Currency Table Your next step is to set up a Currency Table in Transformer. click Properties. 5.Chapter 4: Build a Model Using Multiple Data Sources Set up Currency Conversion Your PowerPlay users want to see the Revenue and Cost figures in their local currencies.. CONVERSION_DATE. Click OK to close the Association <New> window. 2. 8. type Currency. The New Data Source wizard appears. respectively. In the Data Source Name box.

Note: If your <Base default> country is one of the countries in the currency conversion table. 10. Note: If you have legacy data that requires conversion to or from the currencies of countries in the European Economic and Monetary Union (EMU). and then click OK to save and close the REVENUE property sheet. you will be warned that some currency data rows were rejected because they matched the default currency of the table being loaded. 3. Specify the Measures that Support Currency Conversion You need to specify which measures will support currency conversion in PowerPlay reports: in our example. 4. 9. see the Transformer online help. Click OK to close the Currency Table. 5. Click the Load Table button. REVENUE and COST. You can also specify the format of the converted measure in Transformer. specifying 2 decimal places rather than 0.Chapter 4: Build a Model Using Multiple Data Sources 8. 11. for example. Acknowledge the prompt by clicking OK. Note that the Decimals box is editable. Save your Multiple Sources model in Exported Model files format. make any required changes. Click the Format tab. Note: If you change a default setting. Try This 1. select the Use Euro Triangulation check box and then either • • manually type in the euro exchange rates on the date of EMU entry add another data source providing conversion rates against the euro For more information about setting up conversion to and from national currencies tied to the euro. Right-click REVENUE in the Measures list and click Properties. Ensure that the Allow Currency Conversion check box (General tab) is selected. or leave it for your PowerPlay users to adjust on a report-by-report basis. but not QUANTITY. Right-click British Pounds (GBR) and click Properties to open the Currency Record for the United Kingdom. Repeat steps 1 to 3 for the measure COST to support its conversion. and then click Load Table again. 36 Cognos Transformer . whereas the Entry Data in the EMU box is not (historic data). 2. Observe that the monthly conversion rates from the Currency data source (Excel database) are loaded into the Base Table box. you must click OK to save and close this window. Click OK to acknowledge and continue.

CITY level RETAILER_SITE_CODE level • The two Prime Markets categories gather the sales data from the special locations that you specified in Transformer. click Create PowerCubes. Discovering Transformer 37 . Your users can view this PowerCube in PowerPlay for Windows.Chapter 4: Build a Model Using Multiple Data Sources Create a PowerCube for Distribution After you finish refining your Multiple Sources model in Transformer. Click PowerPlay (Tools menu) to open PowerPlay for Windows with an Explorer report. click Convert Currency to open the Currency Conversion dialog box. From the Run menu. Explore the dimensions in the cube and observe the following: • • The RETAILER_CODE level uses RETAILER_NAME for its label. you can create a PowerCube to distribute to your users. or PowerPlay Web.Department Store folder. Repeated prime locations 4. PowerPlay for Excel. From the Explore menu. you can also create regional PowerCubes based on the Multiple Sources model. Beach Beds Pty Ltd. for example. 2. 3. Try This 1. The By RETAILER_SITE_CODE alternate drill-down path contains only the CITY and RETAILER_SITE_CODE levels. appears under the Australia . If you are using PowerPlay Transformer Edition.

In the Lowest Detail of Categories in the Level box. When you choose the lowest level in the dimension (STAFF_NAME). 4. For example. Try This 1. and click OK to save. Each of the cubes in this group shows all data for its territory and only summary data for other territories. click the Format button. or 2000 in this illustration). leave SALES_TERRITORY_EN in the Level box. 3. 7. your PowerPlay users can see all levels of information for the territory represented in the cube group. 5. Select United Kingdom as the currency to convert to. 6.Chapter 4: Build a Model Using Multiple Data Sources 5. Click OK in the Currency Conversion dialog box and explore your report. Optionally. Observe that all REVENUE values are now preceded by a pound sign rather than a dollar sign. Close PowerPlay for Windows and return to your Multiple Sources model in Transformer. If you set up drill-through cubes. Because you want to create cubes for each of the territories in the Sales dimension. Create Regional PowerCubes You can create PowerCubes based on each Sales Territory in your model. your PowerPlay users can drill through to the detailed information on the other territories. change the default formatting options for REVENUE. 2. type Territories. Right-click the PowerCubes list and click Insert PowerCube. Click the Cube Group tab and select Sales from the Dimension box. not Personal Transformer. You can only create cube groups by using Transformer for UNIX or Windows. 38 Cognos Transformer . In the PowerCube Name box. drill down on Margins in the year to the Q1 months level in the second Sample year (2005 in the product. select STAFF_NAME.

Observe that a new cube appears for each of the Sales Territories. click Create PowerCubes. In the PowerCubes list. Discovering Transformer 39 . expand the Territories folder. type Europe and then click OK. type Europe and then click Log On. 3. Add Password Protection for a Cube You can add security to a cube by specifying a password. 7. but only summary information for all other territories. then click OK to close the property sheet. From the Run menu. 4. 6. 8. Re-enter the password. Try This 1. explore the Sales dimension of the Central Europe territory. You can only specify passwords by using Transformer for UNIX or Windows. 2. Transformer creates the cubes for each of the five territories. Click OK. In the Summarize All External Categories in the Level box. 7. In the Password box on the Output tab. This limits the data for the other territories to only the summary level.Chapter 4: Build a Model Using Multiple Data Sources 6. 5. When prompted to enter a password that is valid for the cube. Click the Central Europe cube and then click PowerPlay (Tools menu) to open PowerPlay for Windows with an Explorer report. Acknowledge the error message about the orphan category (Denmark). In PowerPlay for Windows. not Personal Transformer. Double-click the Central Europe cube to open its property sheet. Observe that it contains all levels of information for the Central Europe territory. select SALES_TERRITORY_EN.

Chapter 4: Build a Model Using Multiple Data Sources 40 Cognos Transformer .

The following tables show the samples that are installed with PowerPlay Transformer (all editions). MarketResearch. File Name Great Outdoors Company.mdb Microsoft Access database file (.mdl Description Sample Exported model file (. Discovering Transformer 41 . Contains data warehouse sales information for the Great Outdoors Sales Company.mdb) used to create samples for Transformer.mdl).mdb) used to create samples for Transformer. Contains market research data for the Great Outdoors Sales Company. GOSalesDW.lae) used for namespace security (LDAP-compliant servers). GOVendors.mdl).mdb) used to create samples for Transformer. You can find this sample in Cognos\Cern\Samples\Accman. Contains retailer data for the Great Outdoors Sales Company.mdb Description Microsoft Access database file (.mdb) used to create samples for Transformer. and cubes that you can install with Transformer.mdl GO Market Research.mdb Microsoft Access database file (.lae Description Local authentication export file (.Appendix A: Product Samples This appendix describes the sample data sources. Sample Exported model file (. Contains sales data for the Great Outdoors Sales Company. File Name GOSales.mdb Microsoft Access database file (. You can find these samples in Cognos\Cern\Samples\Db. File Name GOsecurity. You can find these samples in Cognos\Cern\Samples\Powerplay\ Cubes and Reports. models.

Go_sales.asc Delimited ASCII file (.mdl.mdc).Appendix A: Product Samples File Name Great Outdoors Company.mdc). Sample market research cube (. GO Sales Staff. Shows manually created regional sublevels. and GO Vendors.mdl Description Exported model file (. Contains sales data for the Great Outdoors Sales Company.xls Excel database (. File Name Allocat3. Bigstaff. Exported model file (. Uses the additional . no margins.asc Regional cube (. including margin ranges. Delimited ASCII file (.mdl Regional cube (.asc) used in Transformer online help. no external measures and no currency.mdc) created from Multiple Sources.asc. Used as a source for Bigstaff.mdc GO Currency.mdl) used in Transformer online help.xls.xls Description Sample sales cube (. Uses the source files GO Orders.csv.mdc Asia Pacific.mdl Exported model file (. no calculated measures. Includes one data source. Americas. Go_sls2. Regional cube (. 42 Cognos Transformer . Contains sales data for the Great Outdoors Company.mdl.mdl) used in Transformer online help.xls) used in Transformer online help.iqd source GO Market Research. GO Product Line.mdc) created from Multiple Sources.asc) used in Transformer online help.mdc Bigstaff.mdc GO Market Research.mdl) used in Transformer online help. used in the Chapter 3 tutorial.mdc) created from Multiple Sources.mdl. used to shows how to manually create sublevels.mdc Go_sales. Central Europe.mdl.asc. An Excel database source containing monthly currency conversion rate data for non-euro countries. Shows multiple allocations. You can find these samples in Cognos\Cern\Samples\PowerPlay\ Discovering Transformer.

asc to illustrate simple revenue forecasting and allocation.iqd Impromptu query definition file (. Shows a lunar year.mdc Northern Europe. Products. Exported model file (.asc One of four delimited ASCII files (.mdl) created in Discovering Transformer. Exported model file (. Sales. Contains data for the Great Outdoors Sales Company.mdl) used in Transformer online help. Cube (.mdc Sales2.mdl Exported model file (. Prodplan.asc One of four delimited ASCII files (. Sales.mdl Multiple Sources.asc) required for Discovering Transformer.Appendix A: Product Samples File Name Multiple Sources. Contains data on the sales of the Great Outdoors Sales Company.asc) required for Discovering Transformer.mdc Outcreat. Regional cube (.mdc) created from Multiple Sources.mdl Description Exported model file (. Discovering Transformer 43 .mdc) created from Multiple Sources. Contains product-related data for the Great Outdoors Sales Company. PowerCube (.mdl) created in Discovering Transformer.mdl Sales. Used with Go_sales. Southern Europe.mdc) created in Discovering Transformer.mdl.mdc) created in Discovering Transformer.iqd) required for Discovering Transformer.mdl) used in Transformer online help.asc Delimited ASCII file (.mdl Exported model file (. Shows a fiscal year.asc) used in Transformer online help.mdl.mdl) used in Transformer online help. Sales. Shows margin ranges as an exception dimension. Outfisc.mdc Regional cube (.

44 Cognos Transformer .asc) required for Discovering Transformer.asc) required for Discovering Transformer. Vendors.Appendix A: Product Samples File Name Transactions. Contains transactional data for the Great Outdoors Sales Company.asc Description One of four delimited ASCII files (. Contains data on the retailers in the Great Outdoors Sales Company.asc One of four delimited ASCII files (.

33 time dimensions. 33 Discovering Transformer 45 . 29 file type. 10 C calculated measures. 33 cube groups. 35 specified measures to different currencies.mdl. 35 currencies tied to the euro. 15 descriptions to measures. 8 building models. 42 building PowerCubes.mdc. 13. 19 data sources. 8 manually. 15 configuring default authentication source. 13. 10 Central Europe. 20 category viewer. 30 check model. 13 calculated measures. 29 Asia Pacific.mdl. 35 alternate drill-down paths. 13 D data sources. 18 measures that count categories. 8 transactional. 23 ASCII data source. 23 ASCII. 33 Americas. 36 customer support Web site address. 33 business value to your model. 36 copyright. 42 alternate drill-down paths adding. 37. 30 date dimensions. 29 category count measures. 13 supported. 13. 35 setting up measures for conversion. 30 adding in support of currency conversion.xls. 38 cubes passwords. 20 special categories. 18 PowerCubes.Index A adding a currency exchange rate data source. 10. 42 character set default. 9 converting currencies. 8. 20. 33 time dimensions. 31 Allocat3. 23 convergence level in alternate drill-down paths. 30 adding. 2 creating alternate drill-down paths.asc). 33 creating. 26. 28 manual levels. 38 special categories. 13 using Impromptu Query Definition files. 35 Architect. 9. 23 data source.mdc. 39 currencies setting up conversion. 23 AutoDesign. 9 adding descriptions. 27 categories generating. 31 cube groups. 29 using AutoDesign. 31 descriptions to columns. 20 manual levels. 42 Architect building Transformer models. 29 using ASCII files (. 10 Data Sources list.mdc. 32 special. 30 Impromptu Query Definition. 19. 27 columns. 42 authentication configuring default source. 38 cubes. 23 New Model wizard. 5 B Bigstaff. 38 regional cubes. 42 Bigstaff.

mdl. 38 regional cubes. 38 creating cube groups. 38 viewing in PowerPlay. 41 Great Outdoors Company. 18 building models. 42 Multiple Sources. 8. 14 renaming. 29.mdl. 9. 20 calculated. 9 definition. 42 product version. 32 GO Market Research. 9 46 Cognos Transformer S Sales.mdl.mdc. 41 GOSalesDW. 10 document version.mdc.mdl.mdb. 42 Outfisc. 42 P passwords specifying.mdl.mdb. 39 PowerCubes building. 42 E euro currencies setting up conversion. 9 manual. 42 Sales. 9 renaming. 8 Prodplan. 9 deleting. 13. 41 GOSecurity. 16. 42 Go_sls2. 29.asc. 14.Index date dimensions adding manually. 30 dimension line. 5 L labels specifying.iqd. 41 GO Market Research. 32 levels. 41 Outcreat.lae. 29 Multiple Sources. 18 creating. 31 creating manually. 42 I Impromptu Query Definition data source. 41 Go_sales. 13 R renaming dimensions and levels. 9 M manual levels adding.asc. 35 expression editor. 29 MarketResearch. 41 GOVendors. 9 dimension map.mdl. 14. 20 Measures list. 13. 9 definition. 8. 42 GOSales.asc. 29 multiple data source models.mdc. 31 deleting dimensions. 27. 14. 10. 18 manually adding levels. 23 building new. 10 Metadata Explorer choosing levels and measures. 42 Go_sales. 27 F field delimiter comma. 20.asc. 24 models building.asc. 41 measures adding descriptions.mdb. 9 dimensions definition.mdc. 42 O G generating categories.mdb. 14 delimited field. 13. 13. 26 Roadmap other documentation. 10 that count categories. 26 source. 26 dimensions pane. 19. 27 definition. 8 creating. 30 N Northern Europe. 2 drill-down paths convergence level. 41 Great Outdoors Company. 37. 42 . 2 Products.

33 creating. 33 specifying level labels. 31 UNIX environment client/server documentation. 32 measures for currency conversion. 23 Discovering Transformer 47 . 5 wizard New Model. 41 setting up currency conversion.Index Sales. 36 short names specifying. 42 Sales.mdc.mdl. 42 U uniqueness. 36 short names.mdl. 42 sample data. 15 Show Counts button. 8 using AutoDesign. 29 multiple data sources. 18 showing category counts. 15 T time dimensions creating. 18 Southern Europe. 35 currency conversion for a measure. 42 special categories adding. 29 New Model wizard. 2 W Web site address for customer support information. 10 Transactions. 15 V Vendors.asc. 29 short names. 13.mdc. 42 version product.asc. 29. 10 sample files. 42 Sales2. 29. 31 transactional data sources measure values.

Index 48 Cognos Transformer .

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