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Cognos Report Studio

Cognos Report Studio

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Cognos Study Material (Report studio)
Cognos Study Material (Report studio)

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Published by: api-3800558 on Oct 18, 2008
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You can use a list report to create repeated form frames for data. For example, you might want to
create labels listing each of your retailers with a contact name and city. To do this, you first create
a list report.

In the following exercise, you will create a list report and convert it to a repeater (creates a single
form frame). You will then set properties for the frame to create multiple frames on each page.

Exercise 6—Create Repeated Form Frames from a List

1.On the Report Studio toolbar, click the New button to create a new report. If you are
asked if you want to save the previous report, click Yes.

2.In the New box, select List and click OK.

3.On the Model tab, expand the Retailers item by clicking the plus sign.

4.Click Retailer name. Hold down the CTRL key and click Contact last name, Contact
first name
, and City.

5.Drag the selected items to the work area and release the mouse button when you see the
bold black bar.

6.On the Structure menu, click Convert List to Repeater. Your report will now contain
one form frame and look like the one below:

7.To set the number of form frames to appear on each report page, click anywhere in the
background of the frame you have created to bring up its Properties pane:

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Cognos Report Studio

8.At the top center of the Properties pane, click the Ancestor button and, from the pop-
up box, select Repeater.

9.Under General in the Properties pane, highlight the number beside Across and type 3.
Then highlight the number beside Down and type 3.

10.Run the report. You should see a Report Viewer window like the one below with 9
frames per page. Scroll down to see the remaining pages.

11.Close the Report Viewer window.

12.On the Report Studio File menu, click Save As.

13.In the Save As Name box, type your initials Level Span List. Click Save.

End of Exercise

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Cognos Report Studio

Crosstab Reports

A crosstab report shows information in summary form. The report still has rows and columns, but
the intersection of the rows and columns shows a summary of quantitative information. You can
create crosstab reports in two ways:

•Create a new Report Studio report, selecting Crosstab from the New box.
•Open an existing List report and use the Pivot button to change it into a crosstab.

Crosstab reports can contain nested data to make it easy to compare or increase the information
you see.

In the following exercise, you will create a new crosstab report.

Exercise 7—Create a New Crosstab Report

1.On the Report Studio toolbar, click the New button to create a new report. If you are
asked if you want to save the previous report, click Yes.

2.In the New box, select Crosstab

and click OK. You will see a window work area

like the one below:

3.On the Model tab, expand the Countries item by clicking on the plus sign.

4.Click Sales territory to select it and drag the selection to the Columns section of the
work area. When you see the bold black bar above Columns, release the mouse button.

5.Expand the Product item by clicking on the plus sign. Click Product type to select it
and drag the selection to the Rows section of the work area. When you see the bold black
bar to the left of Rows, release the mouse button.

6.Expand the Orders item by clicking on the plus sign. Click Quantity to select it and drag
the selection to the Measures section of the work area. When you see the Measures area
flash black, release the mouse button.

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Cognos Report Studio

7.Run the report. You will see a window like the one below. The intersection of the rows
and columns shows the number of product types sold in each sales territory.

Suppose you want your crosstab report to show how many of each individual product
were sold in each sales territory. You can nest information by dragging additional items into
the report rows or columns.

8.In the Orders item, click Product name to select it and drag the selection to the right of
Product type in the Rows section of the work area. When you see the bold black bar,
release the mouse button.

9.Run the report and compare the results with those in step 7 above.

Next you will add an additional measure (quantitative data) to the crosstab. When you do
this, each measure is shown as a column.

10.In the Orders item, click Revenue to select it and drag the selection to the right of one of
the Quantity items in the Measures section of the work area. When you see the bold
black bar, release the mouse button.

11.Run the report. Your Report Viewer window should now look like the one below.
Scroll down to see the rest of the information.

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Cognos Report Studio

At times, a crosstab report may be easier to read if you swap the rows and columns. To
do this:

12.In the Report Studio window, click the Sales territory column title. On the toolbar,

click the Swap Rows and Columns

button.

13.Run the report and compare the look of the report with that in step 12 above. Close the
Report Viewer window

14.On the Report Studio window File menu, click Save As.

15.In the Save As Name box, type your initials Nested Crosstab. Click Save.

Note: You will not perform all these steps for every crosstab report. The steps you select depend
upon your individual needs.

End of Exercise

Note: If you want to create an Excel-like crosstab, you must be sure that the data item you want
Report Studio to recognize as a fact (quantitative data) is dropped into the report as a measure.
Otherwise, it will not be treated correctly.

In the previous exercise, you created a new crosstab report using a Report Studio template. You
can also create a crosstab report using an existing list report. You can open an existing report
from within Report Studio or by clicking the Public Folders tab in the Cognos Connection
Welcome window, selecting Go Sales and Retailers, and searching for your report. Once you
have located the report you want to edit, click the More link at the far right of the line it is on and
select Edit with Report Studio.

Note: You can open a Query Studio report in Report Studio and edit it as a Report Studio report.
However, you cannot open a Report Studio report in Query Studio

In the following exercise, you will create a crosstab report based on the Grouped Country report
you created earlier. You will open the report in Report Studio and make a few changes before you
create the crosstab.

Exercise 8—Create a Crosstab Report from an Existing Report

1.On the Report Studio menu, click Open to open an existing report. If you are asked if
you want to save the previous report, click Yes.

2.In the Open box, scroll down to the report your initials Grouped Country. Click the
report to select it and click Open.

3.To add a measure to the report (every crosstab must have at least one measure), expand
the Orders item and double-click Revenue.

A Revenue column appears after the last report column. Note that double-clicking is an
alternate way to add items to a report.

Suppose that to make the report more succinct, you decide to remove the Product name

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Cognos Report Studio

column before you create the crosstab. You can remove Report Studio information either
permanently by clicking the Delete

button or temporarily by clicking the Cut

button.

4.Click the title of the Product name column to select it, then click the Cut

button.

The Product Name column is removed. However, it still remains available on the Query
Items
tab of the Insertable Objects pane.

5.Click the Query Items tab on the Insertable Objects pane to see the structure of the
query Report Studio is building. Note that the Product name item is still in the query. If
you wanted to add it back into your report, you would drag it to the position you wanted
it to occupy.

6.Click the title of the Country column (the item you want to appear in the columns
section of your crosstab).

7.On the toolbar, click the Pivot List to Crosstab button then run the report. Your
Report Viewer window will look like the one below. Scroll across and down to see the
rest of the page.

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