COGNOS 8 BI

Case Study to be used for Hands-on Sessions

2007, Cognizant Technology Solutions. All Rights Reserved. The information contained herein is subject to change without notice.

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About the Author

Created By: Credential Information: Version and Date: Janarthanan Gopi ID: 150605 2 Years of experience in COGNOS, Published a paper in IBM COGNOS support link V.1.0

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Case Study Overview

Introduction:
This case study is developed to ensure that the candidate is exposed to practical implementation of various reporting techniques in cognos within the business requirement and specifications provided to them. The case study is based on a manufacturing company Great Outdoors that is using cognos as their OLAP reporting tool. The Management requires reports on various parameters in order to control, forecast and change the business policies. Before starting the case study gather good knowledge on the reporting best practices and coding standards. As there are no design specification like fonts , Chart types etc. are provided, It is your choice to choose them based on best interest of the Users.

Case Study Sales reporting for Great Outdoors

Mr. John, Head of sales and marketing division, Great Outdoors has decided to provide reports on various parameters to himself and his subordinates (Managers, Supervisors) in order to streamline the sales division. A Package called Go Sales and Go Retailers has been published for this purpose which holds all the enterprise data in the sales division.

Create a job that runs on a Monthly basis which provides reports to officers at 2 levels of management. Schedule this job in the schedule manager. 1. Head of the division 2. Middle level manager Create a standalone report for Supervisors that can be run on their wish. C t t d l t f S i th t b th i i h

Note: Provide date Month prompts and required filters in all the three reports

Business Requirements
Requirement for various levels:

Requirement for the Head of the division: The Head of the Division will be looking for a comprehensive view of the operations. Create a multi page PDF report, where each page corresponds to a particular Product line. The first page of the report must have a list containing the product line and all the metrics given below. Place a bookmark on the Product line so that it traverses to the desired product line page 1. For product types show the trend in Revenue vs Gross profit 2. For product types show the trend in Planned revenue vs Actual revenue 3. Show the Quantity for each product type in each sales territory 4. Show the Revenue for each product type in each sales territory 5. Place a li t at th b tt 5 Pl list t the bottom of th with product type and all the metrics above. f the ith d tt d ll th t i b

Business Requirements
Requirement for Middle level Managers:
The managers would like to see the data with all the details attached to it. Create a drill through report where the hierarchy is as follows Main report: Product type, Order method, Quantity, Revenue, Gross profit. Place the drill on product type Page set grouped on product line Summarize the metric columns Filter on order method for Email, Telephone and web. Drill Report: Product name Order method, Quantity Revenue, Gross Product. name, method Quantity, Revenue Product Summarize the metric columns Note: Burst the Main report on sales territory and save the output to enable the th managers to view territory specific data t i t it ifi d t

Business Requirements
Requirement for Supervisors:
The supervisors would like to see very detailed report on the handling of inventories and products in the organization Create a dynamic report with organization. prompts where the user chooses the product to see its details Specification: Prompt page with Month (display user friendly names),Product line and Product Type as value prompts. The user should be able to select only one product line and cascade it with the product type so that product type of only the product line chosen should b d l l h h ld be displayed in the l d h list b box. The report page should consist of following columns: Country, Product Name, Revenue, Quantity and Return Quantity Group columns that repeat, Sort and summarize accordingly. Place group headers wherever required. Highlight the row if a product has return Quantity with red color Highlight the revenue column alone with yellow if revenue is less than 1000$
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Allow time for questions from participants

Summary
On Completion of this case study you will be able to

Implement business requirements as per the specifications Understand various reporting techniques such as Bookmarks, Drill through, Conditional formatting, cascading prompts etc. Know how to burst reports reports. Know how to create and schedule Jobs. Implement practical ideas in the reports. Understand the best practices and coding standards.

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References
Cognos Support site Cognos Web forms C W bf Official guides for report studio and other studios White papers published by IBM Cognos

Disclaimer: Parts of the content of this course is based on the materials available from the Web sites and books listed above. The materials that can be accessed from linked sites are not maintained by Cognizant Academy and we are not responsible for the contents thereof. All trademarks, service marks, and t d names i thi course are th marks of th respective owner(s). d trade in this the k f the ti ( )

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You h Y have completed l t d the Case Study

2007, Cognizant Technology Solutions. All Rights Reserved. The information contained herein is subject to change without notice.