Guideline

Understanding Unexpected DrillThrough Behavior in IBM Cognos 8
Product(s): IBM Cognos 8 BI Area of Interest: Reporting

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.......................................................................................... Analysis Studio.................................................9 Target: Analysis Studio...........1 2.....................3 2........................................................6 Feature: Custom Set(s) on an Edge... Report Studio.....5......................................... 7 Source: Report Studio.......... 4 DETAIL CELLS NOT DISPLAYED FOR EXCLUDED ITEMS ..................5 DRILL-THROUGH PARAMETER IGNORED DUE TO CUSTOM SET .......1 2...................................................7 Feature: Calculations on Edges ........... 4 SCENARIOS ...2 2.....8 Feature: Individual....... Analysis Studio....7...2 1......7 2..................6 Target: Analysis Studio.......4...... PowerPlay Studio......................................2 2.......................1 2......2 2............................... Report Studio. 4 OVERVIEW ...... 4 APPLICABILITY ............................................. 10 Feature: Nested on the Edge ..........................................2. PowerPlay Studio..................................................8....... Analysis Studio.8 Target: Analysis Studio............3 2............6.................7 TARGET REPORT DOES NOT FILTER PROPERLY WITHOUT "GO-TO" PARAMATERS .......8........ 5 Source: PowerPlay Studio.....6 Target: PowerPlay Studio.3 2....3 1..........6............2 2........... PowerPlay Studio.......................................................... 4 EXCLUSIONS AND EXCEPTIONS .....6 DRILL-THROUGH DEFINITION NOT AVAILABLE WHEN SOURCE REPORT IS OUT OF SCOPE .. 4 ASSUMPTIONS ..... PowerPlay Studio................1 2..........8 2.....5 Target: PowerPlay Studio....1 2.................1 2.................2....................................................................2 2..........................................................................3..5 Feature: Excluded Item(s) on an Edge...........4.................................................................................8 EMPTY CELLS RETURNED IN A TARGET REPORT WITH EXCLUDED ITEMS... 4 PURPOSE . Analysis Studio...............................................................2........................3 2............1 2.........2 2............3 2..................5 2................................................................ Report Studio ..............................................Two or More Different Dimensions ...................................................................7...7 Target: PowerPlay Studio.... PowerPlay Studio.........................................................................................9 Feature: Exclude item(s) on the Edge...........6................... 8 Source: Report Studio...............6 2...............2 2...........................................................3 2..7...................1 1....................... 9 Source: PowerPlay Studio................................ Report Studio......4 2.....8.............................6 CALCULATIONS DO NOT APPEAR IN THE TARGET REPORT ........................................................ 6 Source: Analysis Studio.....Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 3 Contents 1 1...........6 Feature: Drill-through Definition Scope Rules ....3 INTRODUCTION ...............5...............................3......... Manually Created Set(s) in Context Filter Area .....................................................5...........3...... 10 Source: Report Studio..2 2.......1 2...................4 2 2............. 6 Source: Analysis Studio.... Analysis Studio..............4...................... 10 Target: Report Studio.........3 2............................................. PowerPlay Studio....................................Crosstab Report 10 .... Report Studio.......................9 NESTED CROSSTAB ONLY FILTER ON SOME ITEMS ..............

.3 Exclusions and Exceptions Query Studio was not tested for the scenarios found in this paper. and PowerPlay drill-through (configured in IBM Cognos Connection). The following drill-through scenarios are organized as follows. however.4. 1.4 Assumptions This document assumes prerequisite knowledge of drill-through configuration in IBM Cognos 8 BI for package-based (configured in IBM Cognos Connection). 1.1 Overview This document will illustrate and explain various drill-through scenarios that produce what may be considered unexpected results. the source and target for each drill-through is identified as well as the feature included in the target report that may cause unexpected results. the same concepts apply to Query Studio where applicable. IBM Cognos 8 BI Analysis Studio and IBM Cognos 8 BI Report Studio.Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 4 1 Introduction 1. The drill-through results are described. 1. report-based drill-through (configured in Report Studio). explained and accompanied by screenshots for reference. 2 Scenarios 2.1 Purpose This document is intended as a reference guide for various IBM Cognos 8 BI drillthrough scenarios in which the results may be unexpected. and PowerPlay Studio. The components used are IBM Cognos 8 BI PowerPlay Studio.2 Applicability This document is applicable to IBM Cognos 8 BI version 8. as well as in-depth knowledge of features found in Report Studio. Analysis Studio.

Report Studio Target: PowerPlay Studio Feature: Excluded Item(s) on an Edge Description: The Excluded on Edge feature in Analysis Studio is similar to the Hide/Show functionality in PowerPlay Studio.2. .2.3 Detail Cells Not Displayed for Excluded Items Source: PowerPlay Studio. If the drill-through value for year had been 2006 instead of 2005. the results would be different (as shown below) since the 2006 category was not hidden in the target report.1 2.2.2 2. or Report Studio source report and then drilling through to the PowerPlay Studio target report results in the report shown below. In this scenario the year 2005 was hidden on the row edge. This can be selected by right-clicking the crosstab row/column item. Selecting 2005 in a PowerPlay Studio.2 2. but the detail cells are not displayed since the 2005 data was hidden from the report. The total row displays the total values for 2005 values (if the Show Summaries option is selected for the hidden categories).Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 5 2. Analysis Studio. Analysis Studio.

1 2. PowerPlay Studio. 2.1 2.4 2. PowerPlay Studio. PowerPlay Studio. In the Analysis Studio.4. Due to the custom subset.3 Drill-Through Definition Not Available when Source Report is Out of Scope Source: Analysis Studio. However. The year 2006 is still displayed because of the custom subset in the target report.3.2 2.3. displays the following results in the target report.3 Drill-through Parameter Ignored Due to Custom Set Source: Analysis Studio. or a level.Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 6 2. drilling through on the cell intersection of 2004 and Personal Accessories. query item. measure. Report Studio Target: Analysis Studio.2 2. the 2004 drill-through parameter is ignored.4. the target PowerPlay report contains a custom subset for the year 2006. Report Studio Target: PowerPlay Studio Feature: Custom Set(s) on an Edge Description: In this scenario.3. This item can be a query subject. dimension.4. the Personal Accessories parameter is passed and filtered on successfully. there is an option to specify which item in the source package is in scope for the drill-through. Report Studio Feature: Drill-through Definition Scope Rules Description: When a drill-through definition is created in IBM Cognos Connection. the drill-through definition will not be available to drill- .3 2. or Report Studio source report. PowerPlay Studio. When a source report is created and the item for which the scope has been set is not in the source report.

If the item for which scope has been set is added to the source report and it is selected as part of the drillthrough.Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 7 through to the target report. the following is displayed in the target report. Drilling through on the intersection of 2006 and Personal Accessories in the source report. drilling on the intersection of 2004 and Camping Equipment in a source report. then the 2006 + 100 calculation will not appear. Analysis Studio. For example. Personal Accessories + 100 on the columns and 2006 + 100 on the rows as seen below. . This is because the items used in the calculations were filtered out. 2.1 2.2 2. This is expected behavior.5 2.5.5. Notice that neither calculation in the target report is displayed. If 2006 is not returned in the filtered results for the target report. PowerPlay Studio Target: PowerPlay Studio Feature: Calculations on Edges Description: In this scenario a target report has calculations on the edges. then the Personal Accessories + 100 calculation will not appear. When you drill through from a source report to the target report shown above and Personal Accessories is not returned in the filtered results. then the drill-through definition will appear.3 Calculations do Not Appear in the Target Report Source: Report Studio. returns the following target report. The same applies for the year 2006.5.

a drill through is done on the intersection of 2004.6 2. PowerPlay Studio.6. the target report appears as shown below. Manually Created Set(s) in Context Filter Area Description: In Analysis Studio. For example. PowerPlay Studio.2 2. Telephone. the calculations are not returned in the target report even though the drillthrough parameters included the categories 2006 and Personal Accessories. Sales Visit and Special are multi-selected from Order method type and dropped onto the Context Filter area of an Analysis Studio target report.1 2.3 Target Report Does Not Filter Properly Without "Go-To" Paramaters Source: Report Studio. The target report is filtered on those items but returns the children of 2006 and Personal Accessories not the items themselves. in this case. multi-selecting two or more items from a dimension and adding them to the Context Filter area creates a list of items (a set of members from one dimension) that the analysis is filtered on. In order to see the calculations in the target report.6.Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 8 Again. drill through on the parent levels for the items used in the calculations.6. . If a drill-through definition is created for this target report. Time and Products. or Analysis Studio report. and then in a source Report Studio. 2. Camping Equipment and Special. Web. Analysis Studio Target: Analysis Studio Feature: Individual.

2 2. Camping Equipment and Special from the source report produce the following target report results. Now the Order Method type is filtered as expected. "Go-To" parameters must be enabled on the context filter in order to drill through and filter the reports as expected. 2.Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 9 Notice that all Order Method types added to the context filter are returned even though Special was part of the intersection passed. the year 2005 was excluded on the row edge. Keep in mind that "Go-To" parameters must be configured in the Analysis Studio target report in order to filter it on a drill-through. the Analysis Studio target report can be created with a row or column item excluded on the edges. or Analysis Studio source report and drilling through to the Analysis Studio target report with the excluded item results in an empty report as shown below. In the Context Filter's drop down menu. Analysis Studio Target: Analysis Studio Feature: Exclude item(s) on the Edge Description: In IBM Cognos 8 BI. Selecting 2005 in a PowerPlay Studio.3 Empty Cells Returned in a Target Report with Excluded Items Source: PowerPlay Studio. Report Studio. If the above target report was configured to use the Order method type list in the context filter as a "Go-To" parameter and the drill-definition is edited to map the appropriate item from the source to this parameter.7. In this scenario.7. then selecting the intersection of 2004. Report Studio. In fact.1 2.7 2. all years and all Products are returned as well.7. This is because Analysis Studio does not dynamically filter from source reports. . select Use as "Go-To" Parameter.

8 2.[Order method]. For example.Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 10 Although this may appear as an unexpected result. PowerPlay Studio Target: Report Studio Feature: Nested on the Edge . the target Report Studio report below has the following two filters: [sales_and_marketing_mdc].2 2. the row simply displays the values for the year 2005 which is included in the filter.8. Analysis Studio. However.[Order method]. it is accurate since the target report consists of the years displayed but excludes the year 2005.[Order method type]=?Order Method Type? and . but excluded from the report layout.Two or More Different Dimensions .1 2. Since all the included items have been filtered out of the query. the row total for Time shows the total values for 2005 since this row is an over all total for included and excluded items.8.Crosstab Report Description: Conducting a parameter-based drill-through from a source report to a Report Studio target report with two or more dimensions nested on a row or column may cause unexpected results depending on the filters applied to the target report.8.3 Nested Crosstab Only filter on Some Items Source: Report Studio. No data is returned for the years included in the report since the report has been filtered on 2005. 2.

but Product line does not. When the report is run and the intersection of Outdoor protection. A drill-through definition mapped to the appropriate parameters. . Northern Europe.[Region]=?Region? Order method type and Region both have filters. but all product lines are returned. the following results are displayed in the target report. is created. Either another filter can be added for Product line. The order method type and region display as expected.[Retailers]. A similar Report Studio source report is created as shown below. and Telephone is selected to drill through to the target report.Understanding Unexpected Drill-Through Behavior in IBM Cognos 8 11 [sales_and_marketing_mdc]. or the drill-through definition can be edited to allow for dynamic drill-through which would then dynamically filter Product line at run time.[Retailers]. in this case Order method type and Region. This is because there are only filters on Order method type and Region and not Product line.

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