Institutional Analysis and Planning: Cognos Cube Tutorial Level II

Cognos Cube Tutorial Level 2 Institutional Analysis and Planning

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

Contents
Introduction to the advanced Cognos Functions………………………………………….3 Creating Charts………………………..…………………………………………………………………….4 Performing Calculations………………………..……………………………………………………….13 Ranking Data…………..………………………………………………………………………………………16 80/20 Suppression………………………………………………..……………………………………….20 Automatic Exception Highlighting……………………..……………………………………………21 Custom Exception Highlighting……………………..……………………………………………….22 Custom Subsets………………………………………………………………………………………………25

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Institutional Analysis and Planning: Cognos Cube Tutorial Level II

1. Introduction to the Advanced Cognos Cube Functions

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The column dimension is Faculty. 4 . Creating Charts Cognos allows the user to display the cube data in six different chart forms. Multiline charts. the following crosstab will be used. while the row dimensions are Fiscal Year and Attendance. For the following examples. Simple Bar charts. Pie charts. Stacked Bar charts.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 2. Clustered Bar charts. and 3D bar charts.

one for each fiscal year from 1996/1997 to 2005/2006. For example.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 2. There are ten bar charts in total. 5 . This will bring up a menu of chart types. The page will refresh to show a column of bar charts. From this menu select “Simple Bar” 2. Click on the “Chart” icon on the toolbar at the bottom of the screen.1 Simple Bar Charts 1. each bar chart shows all FTE’s (Full Time Equivalents) in each faculty. Each chart represents a rows worth of data.

Right click on any of the column labels in a chart and select “Display Options…” 6 . This can be done in two ways.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 3. To change the bar charts properties one can access the “Display Options” dialogue box. Click on the “Options” icon from the toolbar at the bottom of the screen and select “Options” from the menu. Method 1. Method 2.

To close the Options dialogue box click the X in the top right hand corner.Institutional Analysis and Planning: Cognos Cube Tutorial Level II Both will open the following dialoge box in the browser. 7 . 4. The page will refresh with the updated chart. Once changes have been made to suit your needs click the “Apply” button.

2. in this case.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 2. The page will refresh to show a column of pie charts.2 Pie Charts 1. 8 . faculties. The “Other” slice represents Faculties which are too small to be seen in the pie chart display. Each slice of the pie represents the column subdimension. Click on the “Chart” icon and select “Pie” from the menu. Each pie chart represents the data from the summary row for each fiscal year.

9 . Click on the “Chart” icon on the toolbar at the bottom of the screen and select “Clustered Bar”. The page will refresh to show a column of Clustered Bar charts. 2.3 Clustered Bar Charts 1.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 2.

Institutional Analysis and Planning: Cognos Cube Tutorial Level II 2. Click on the “Chart” icon on the toolbar at the bottom of the screen and select “Stacked Bar”. The page will refresh to show a column of Stacked Bar charts. 10 . 2.4 Stacked Bar Charts 1.

Click on the “Chart” icon on the toolbar at the bottom of the screen and select “Multiline”.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 2.5 Multiline Charts 1. 11 . The page will refresh to show a column of Multiline charts. 2.

The page will refresh to show a column of 3D Bar charts. 12 .Institutional Analysis and Planning: Cognos Cube Tutorial Level II 2. Click on the “Chart” icon on the toolbar at the bottom of the screen and select “3D Bar”. 2.6 3D Bar Charts 1.

Method 2: Right click the heading of the row or column you wish to use for the calculation and select “Insert Calculation…” from the menu. Click on the “Calculations” icon from the toolbar at the bottom of the screen. Performing Calculations 1.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 3. There are two ways to open the Calculations dialogue box. Method 1: Left click the heading of the row or column you wish to use for the calculation. 13 .

click the Number radio button and type a value into the box beside it. 3. Give the calculation a new name by typing in the Calculation Name box. 4. Select the categories you wish to include by selecting them from the menu’s next to the Category radio buttons.Institutional Analysis and Planning: Cognos Cube Tutorial Level II Both will open the Calculations dialogue box. 14 . 2. Select the type of calculation you wish to perform from the Operation drop down list. If you wish to use a constant. The name will be used as the heading for the new calculated row or column.

Institutional Analysis and Planning: Cognos Cube Tutorial Level II 5. 6. click “OK”. select “Edit Calculation…” or “Rename Calculation…” . The cube will refresh with the new calculated row or column displayed on the crosstab in italics. right click on the heading and select “Delete”. To edit the calculation. To delete the calculated row or column. To add another calculated row or column select “Insert Calculation…”. Once finished. 15 .

The ordinal values are displayed beside the row or column they are ranking. Left click the heading of the row you wish to use for the calculation. 16 .Institutional Analysis and Planning: Cognos Cube Tutorial Level II 4. There are two ways to open the Rank dialogue box. Method 2: Right click the heading of the row you wish to rank and select “Insert Rank…” from the menu.1 Ranking Rows 1. 4. Ranking Data The ranking function creates ordinal values to indicate the relative positions of cube data. Totals and summary data cannot be ranked. Method 1. Click on the “Rank” icon from the toolbar at the bottom of the screen.

2. 3. Give the ranking scheme a name by typing in the Rank name box. Select which ordinals to show from the Show ordinals list box. Confirm or change the row you wish to rank by selecting a title from the “Rank the rows by the following column” menu. 17 . 4. Type in the number of ordinals you would like displayed into the box beside it.Institutional Analysis and Planning: Cognos Cube Tutorial Level II Both will open the Rank dialogue box. Press “OK” when you are finished.

two more options are available. 18 . 4. 2. Select a column to rank and click on the “Rank” icon on the toolbar Unlike rows. After selecting a column and opening the Rank dialogue box.Institutional Analysis and Planning: Cognos Cube Tutorial Level II The Cognos cube will refresh to show the ranking ordinals in a row next to that of the ranked data. Select which ordinals to show and then type in the number of ordinals into the box beside it.2 Ranking Columns 1. column ranks can be sorted in ascending or descending order.

Press “OK” when you are finished. 19 . Select how to sort the ranked data.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 3. The Cognos cube will refresh to show the ranking ordinals in a column next to that of the ranked data.

the function Zero suppression was introduced. 2.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 5. 80/20 Suppression hides rows or columns whose absolute values do not contribute to the top 80% of results. The Cognos cubes offered by the University of Waterloo have this option automatically selected and have the phrase “Zero suppression rows and columns” below each cube. The data is sorted from highest value to lowest value. 20 . The values are then summed down the list till they add up to 80% of the total. 80/20 Suppression In the previous tutorial. When this option is selected. The phrase “80/20 Suppression” is added below the cube. Click on the “80/20” icon on the toolbar at the bottom of the screen. The cube will refresh with the lower values collapsed into a single category titled “Other”. rows or columns which consist entirely of zero’s are hidden. 1.

This is determined by the row and column totals. 2. The cube will refresh with the exceptions highlighted in red or green. Automatic Exception Highlighting Exceptions are highlighted if they are significantly higher or lower than the expect values. The phrase “Exception Highlighting” is added below the cube. Significantly low values are displayed in a red bolded font. 21 .Institutional Analysis and Planning: Cognos Cube Tutorial Level II 6. while significantly high values are displayed in a green bolded font. 1. Click on the “Automatic Exception Highlighting” icon on the toolbar at the bottom of the screen.

The Custom Exceptions dialogue box will open at the bottom of the screen. 22 . To create a new custom exception click “Add…” in the dialogue box.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 7. click on the “Custom Exception Highlighting” icon on the toolbar at the bottom of the screen. Each Cognos cube can have up to 20 different custom exceptions. 3. Custom Exception Highlighting 1. A new dialogue box will open. To create a custom exception. Give the new exception a name by typing in the Exception Name text box. 2. 4.

Define up to four more ranges. 6. For each value range. Once finished click “OK”. If you wish to apply the exception to the entire table. click in the title of the cube. 23 . a text colour and cell colour can also be chosen. select a font colour. From the Text box. 7. For each custom exception.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 5. The Cognos cube will refresh to display the previous dialogue box with the new custom exception listed under Defined Exceptions. type in a minimum value. select a background colour. Select the row or column you wish to apply the exception to. type in a maximum value. In the To box. In the From box. upto five value ranges can be specified. From the cell box.

24 . Reselect the area you wish to clear. Click “Apply”. Click “OK” to close the dialogue box. re-open the Custom Exceptions dialogue box. Click the “Apply” button in the Custom Exceptions dialogue box to show the excepted values. The cube will now look like this: 9. To remove the custom exception.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 8. Select (none) from the Defined Exceptions list.

From the “Dimension” drop down list. 2. and selecting categories. After defining the criteria for your custom subset. Select the “Custom Subsets” icon from the toolbar at the bottom of the page. Using search criteria. select the dimension from which you wish to create the custom subset. Cognos returns all values which match your criteria. 8.1 Creating a Custom Subset using Search Criteria 1. There are three different ways to create custom subsets. 25 . Custom Subset Custom subsets allow users to isolate certain segments of data and view them together in the Cognos cube. This will open the Custom Subsets dialogue box. Type a name into the “Custom Subset Name” box. 3.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 8. using measure values.

Institutional Analysis and Planning: Cognos Cube Tutorial Level II 4. select the criteria for your search. From the “Search String” drop down list. The string is not case sensitive. Click “Add…” 6. Type the text you wish to search for in the box beside the drop down list. 26 . The “Create a Custom Subset By Name” dialogue box will open. Select the “Define Rule by Search Criteria” radio button and click “Next”. 5.

select the level of categories you wish to search. The new definition will be visible in the “Search Definitions” box. 8. From the “Choose a Starting Point for your Search” box.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 7. 27 . The number of results returned will be displayed below. Click “OK”. click “Next”. 9. select the category you wish to search. In the “Select a scoping option for your search” drop down list. Once all relevant definitions have been added.

add them from the “Available Categories” box using the forward arrow. The returned categories will be displayed in the “Results Set” box.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 10. click “Finish”. 11. Once done. 28 . To add categories that were not returned in the results set.

The cube will refresh to show only the categories defined by the custom Subset. 29 .Institutional Analysis and Planning: Cognos Cube Tutorial Level II 12. Note how the custom subset appears as a subcategory filter along the dimension selector line under the “FACULTY” dimension.

2. From the Custom Subsets dialogue box. 30 .Institutional Analysis and Planning: Cognos Cube Tutorial Level II 8. From the “Include only the following values” drop down list. 3. there will only be one measure available. In this case. select the “Define Rule by Measure Value” radio button. Select the measure on which to base the rule from the box.2 Creating a Custom Subset using Measure Values 1. select the appropriate value range. Typically. the measure is FTE (Full Time Equivalents). The “Create Custom Subset By Measure Value” dialogue box will open.

All subcategories within the selected dimension (Faculty) will be displayed. However. Choose a starting point for your search.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 4. Typically there will only be one possible starting point for the search. these subcategories can only be selected if they have subcategories of their own. 6. in this case. The following options will be displayed depending on whether you choose “By Range” or “By top or bottom”. Faculty. 31 . Select the scope for the search from the “Select a scoping option for your search” drop down list. 5.

32 . To add categories that were not returned in the results set. 8.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 7. Apply any appropriate filters from the dimension selector line. click “Next”. click “Finish”. The returned categories will be displayed in the “Results Set” box. 9. add them from the “Available Categories” box using the forward arrow. Once done. Once finished.

Note how the custom subset appears as a subcategory filter along the dimension selector line under the “FACULTY” dimension.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 10. The cube will refresh to show only the custom subset. 33 .

34 . From the Custom Subsets dialogue box. Use the backwards arrow to remove any unwanted categories. 2.3 Creating a Custom Subset using Category Selection 1. Once done. select categories from the “Available Categories” box and add them to the Results Set using the forward arrow. click “Finish”. select the “Select Categories” radio button and click “Next”.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 8. To create the custom subset.

The cube will refresh to show only the custom subset. 35 . Note how the custom subset appears as a subcategory filter along the dimension selector line under the “FACULTY” dimension.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 3.

To reselect the custom subset. 36 .Institutional Analysis and Planning: Cognos Cube Tutorial Level II 8. To remove the custom subset click on “Waterloo Custom Subset” from the dimension selector line. Scroll down and click on the “Waterloo Custom Subset”. 2.4 Removing a Custom Subset 1. click on “FACULTY” on the dimension selector line. This will restore the Cognos cube to its original layout. Select “FACULTY” from the drop down menu.

5 Modifying a Custom Subset 1. Right click on the name of the subset you wish to edit. Open the Dimension Selector Tree by clicking on the tab at the top left corner of the web page.Institutional Analysis and Planning: Cognos Cube Tutorial Level II 8. Select “Edit Subset…” from the menu. 37 . 2.

Institutional Analysis and Planning: Cognos Cube Tutorial Level II 3. June 1. 2006. click “Finish”. 38 . 4. The cube will refresh with the modified subset. The Custom Subsets dialogue box will open with the settings for the specific subset selected from the Dimension Selector Tree. Prepared by Institutional Analysis and Planning. After making changes to the subset settings.

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