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IBM Cognos Express Reporter Version 10.1.0

1. o Production cost Bubble Charts Bubble charts like scatter charts use data points and bubbles to plot measures anywhere along a scale The size of the bubble represents a third measure Bubble charts are useful for representing financial data These charts are not supported for Microsoft Excel output The following example plots quantity and revenue by product line The size of the bubble represents gross profit 54 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 1 000 Product line ae Personal Accessories Mountaineering Equipment 800 Golf Equipment Camping Equipment g Outdoor Protection 600 3 a gt 400 o co 200 2 0 0 20 40 60 80 100 Revenue millions Bullet Charts Bullet charts are a variation of bar charts They compare a featured measure the bullet to a targeted measure the target They also relate the compared measures against colored regions in the background that provide additional qualitative measurements such as good satisfactory and poor Bullet charts are often used instead of gauge charts in executive dashboards Bullet charts can be horizontal or vertical Note This chart type applies only to the current default charts and does not apply to the legacy charts A bullet chart contains the following components e A bullet measure The bullet measure Revenue appears as the blue bar in the chart
2. Width Sets the width of the object Content is not clipped If the contents of the block exceed the height or width of the block the block automatically resizes to fit the contents Content is clipped If the contents of the block exceed the height or width of the block the content is clipped Note The clipped content still exists It is just not visible in the block Always use scrollbars Use scrollbars only when necessary If the contents of the block exceed the height or width of the block scrollbars are added to the block Scrollbars are added to the block When you use a percentage to specify the size of an object the percentage is relative to the object s parent In some cases setting the size of an object using percentages will not give you the results that you want unless you also specify the size of the parent container Procedure 1 Click the object you want 2 From the Style menu click Style and click the Advanced tab 3 Under Size amp overflow click the edit button 4 Specify the options that you want Control How Other Objects Flow Around an Object For each object in your report you can specify how other objects flow around the object The following options are available Option Description Float Sets how other objects flow around the object Allow floating objects on both sides Allows other objects to flow on both sides The Float
3. Click the classes that you want to apply from the Local classes and Global classes panes and then click the right arrow button If you applied more than one class in the Selected classes pane specify the order in which the classes are applied by clicking each class and clicking the up or down arrow button Classes in the Selected classes pane are applied from top to bottom The style properties from all classes are merged together when they are applied However if the classes have style properties in common the properties from the last class applied override those from previous classes Don t Print Class The Don t Print class allows HTML items to display in the Web browser but not to print The Don t Print class behaves as follows in the various report output formats HTML The Web browser defines the behavior The HTML standard is that the item appears on the screen in the Web browser but is excluded by the print operation of the Web browser PDF The item is excluded from the output Microsoft Excel 2002 spreadsheet software The class is specified in the HTML that IBM Cognos uses to render Microsoft Excel 2002 output However Microsoft Excel 2002 does not appear to honor it and displays the item as missing some or all other style definitions 156 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e Microsoft Excel 2007 spreadsheet software The item is excluded from the output e CS
4. glyph The actual shape bit pattern outline of a character image For example italic A and roman A are two different glyphs representing the same underlying character Strictly speaking any two images which differ in shape constitute different glyphs In this usage glyph is a Glossary 231 synonym for character image or simply image The Unicode Standard Version 1 0 group A collection of users who can share access authorities for protected resources grouping In reporting the process of organizing common values of query items together and only displaying the value once H hierarchy The organization of a set of entities into a tree structure with each entity except the root having one or more parent entities and an arbitrary number of child entities information card A display of high level information about dashboard workspace or report content such as owner contact information date modified and an optional thumbnail view of the dashboard workspace or report information pane In Analysis Studio a pane that helps the user to confirm their selection in the data tree by displaying related information such as the level and attributes initiative A task developed to achieve objectives or close the gap between performance and targets Initiatives are associated with individual objectives and often known as projects actions or activities item See J job A group of runnable objects s
5. For an up to date list of environments supported by IBM Cognos products such as operating systems patches browsers Web servers directory servers database servers and application servers visit http www ibm com Related concepts Producing a Report in Microsoft Excel Format on page 33 You can export your report output to Microsoft Excel spreadsheet software format xls Microsoft Excel 2007 supported as an external data source IBM Cognos Business Intelligence now supports external data sources from Microsoft Excel up to version Microsoft Excel 2007 For an up to date list of environments supported by IBM Cognos products such as operating systems patches browsers Web servers directory servers database servers and application servers visit http www ibm com Chapter 1 What s New 3 Related concepts Use Your Own External Data on page 6 You can now supplement your enterprise data with your own external data file What s new in version 10 1 0 This section contains a list of new and removed features for past releases Knowing this information will help you plan your upgrade and application deployment strategies and the training requirements for your users To review an up to date list of environments supported by IBM Cognos products such as operating systems patches browsers Web servers directory servers database servers and application servers visit http www ibm com For info
6. abcdefg 3 2 Result cd Returns the last index_expression elements of set expression The default for index_expression is 1 Syntax tail set_expression index_expression Example 1 tail members great_outdoors_ company Products Products Product line Result Returns the last member of the Product line set Personal Accessories Example 2 tail members great_outdoors company Products Products Product line 2 Result Returns the last two members of the Product line set Outdoor Protection Personal Accessories topCount Sorts a set according to the values of numeric_expression evaluated at each of the members of set_expression and returns the top index_expression members Syntax topCount set_expression index_expression numeric_expression Example topCount great_outdoors_company Products Products Product line 2 Revenue Result Returns the top two revenues for the Product line set Product line Revenue Camping Equipment 89 713 990 92 Personal Accessories 31 894 465 86 Appendix C Calculation components 217 topPercent Sorts the set specified in set_expression in descending order and returns the topmost elements from the sorted set whose cumulative percentage of the total is greater than or equal to percentage Syntax topPercent set_expression percentage numeric_expression Exa
7. Data Source Icons Each object in the data source has a representative icon You can insert all of the following objects in a report except for packages and dimensions Icon Object Package which contains the objects you can insert in a report Namespace used to organize objects ia Query subject which represents a table in the database T In relational data sources query item which represents a column of qualitative data in the database such as product name or country or region In dimensional data sources level attribute which represents a property of a level A member is a unique item within a hierarchy For example Camping Equipment and 4 Man tent are members of the Products Hierarchy Dimension which represents a broad grouping of descriptive data about a major aspect of a business such as products dates or markets e L a Hierarchy which represents a collection of dimensional members asas organized into a tree structure Level which is a set of members that have common attributes For example a geographical dimension might contain levels for country or region or city E Multiple levels can exist within a level hierarchy beginning with the root level The root level is the parent and rollup of all members in the first level It is used to obtain a rollup of all values across the hierarchy and to provide a convenient point to start drilling For example a Year
8. Relational and dimensional reporting styles on page 15 You can create reports in IBM Cognos Business Insight Advanced using either a relational reporting style or a dimensional reporting style depending on the type of data source you use Related tasks Suppress Empty Cells in Dimensional Reporting on page 121 Sparse data may result in crosstabs showing empty cells For example a crosstab that matches employees with products results in many rows of empty values for the revenue measure if the employee does not sell those products Creating a custom filter Create custom filters when the values you want to use in your filter conditions do not appear in your report You can use filters to create prompts in the report Prompts provide questions that help users to customize the information in a report to suit their own needs For example you create a prompt so that users can select a region Only data for the specified region is retrieved and displayed in the report Procedure 1 Select the data item on which you want to filter Tip If you select two or more items you can filter using a range On the toolbar click the filter icon F 2 3 Click Create Custom Filter 4 Under Condition select the type of condition you want 5 Under Values select your values If you filter numeric data select the type of filter condition that you want to create Specific values Comparison or Range 6 If you want users to be
9. This report uses the following features e lists Chapter 13 Samples 179 180 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Appendix A Troubleshooting This chapter describes some common problems you may encounter For more troubleshooting problems see the IBM Cognos Business Intelligence Troubleshooting Guide Auto Correct Errors in a Report When you are in Page Preview mode IBM Cognos Business Insight Advanced shows you data as you are creating your report However if an error occurs and the application cannot retrieve the data you can use the auto correct feature to determine if there are any incorrect items in your report Business Insight Advanced provides a list of such items each of which you can then remove to successfully view your report For example if your report refers to member unique names MUNs that are either no longer present in the model or inaccessible due to security restrictions you cannot view your report in Page Preview mode If the auto correct feature cannot identify any incorrect items in your report you can switch to Page Design mode and manually remove or edit incorrect items or contact your administrator To access the auto correct feature from the Tools menu click Auto Correct Note You cannot use the auto correct feature when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced
10. You can open a report specification that was previously copied to the clipboard Copy a Report to the Clipboard in Internet Explorer This process is different for the Microsoft Internet Explorer and Mozilla Firefox Web browsers because the clipboard works differently in each Web browser Procedure From the Tools menu click Copy To Clipboard Copy a Report to the Clipboard in Firefox This process is different for the Microsoft Internet Explorer and Mozilla Firefox Web browsers because the clipboard works differently in each Web browser Procedure 1 From the Tools menu click Copy To Clipboard 2 In the Copy Report to Clipboard dialog box copy the entire report specification 3 Open a text editor and paste the report specification 4 Copy all the text from the text editor report specification Now the text is saved on your computer s clipboard Open a Report from the Clipboard You can open a report specification that was previously copied to the clipboard This is useful for importing an XML report specification from outside the IBM Cognos Business Intelligence environment Although IBM Cognos Business Insight Advanced attempts to validate the report specification it is your responsibility to ensure that it is correct For more information see the IBM Cognos Software Development Kit Developer Guide Note You cannot open a report from the clipboard when you have opened a widget from an IBM Cognos Business Insight
11. gosales Sales Unit sale price for gosales Sales Order number datatype Decimal precision 77 scale 2 size 39 regularAggregate Automatic semiAggregate Automatic You can also view lineage information in IBM Cognos Viewer after you run a report For example you can click a cell in a crosstab to see how the cell value was calculated To view lineage information in IBM Cognos Viewer right click an item in the report and then click Lineage If you or an administrator runs a saved report with the IBM Cognos BI lineage tool both the business view and the technical view are visible Report consumers can see only the business view In addition to the Package and Data Sources areas a Report area exists when looking at the technical view 38 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 4 Crosstabs Use crosstab reports also known as matrix reports to show the relationships between three or more query items Crosstab reports show data in rows and columns with information summarized at the intersection points For example the crosstab below shows the gross profit and revenue by product line for each year Profitability by Product Line 2007 2006 Gross profit Revenue Cost of Goods Gross profit Reveni Said Personal Glacier 1 741 826 22 3 928 757 22 2 186 931 1 669 390 15 Accessories Deluxe Glacier 5 639 265 95 12 034 715 22 6 395 449 27 5 921 887 95 GPS
12. 000 r 000 000 8 000 000 ZT 000 000 9T 000 000 07 000 000 rz Gross profit Marimekko Charts Marimekko charts are 100 percent stacked charts in which the width of a column is proportional to the total of the column s values Individual segment height is a percentage of the respective column total value The following example shows the contribution of revenues for product lines in different regions Chapter 5 Charts 59 Revenue in Millions 1 439 Product line E camping Equipment Mountaineering Equipment E Personal Accessories E Outdoor Protection E Golf Equipment Americas Asia Pacific Northern Europe Southern Europe Radar Charts Radar charts integrate multiple axes into a single radial figure For each figure data is plotted along a separate axis that starts at the center of the chart The following example shows the revenue from multiple retailer types in multiple territories Department Store 32 000 000 Sales territory o 24 000 000 Warehouse Store Direct Marketing 3 Americas a Asia Pacific 16 000 000 4 Central Europe Northern Europe 8 000 000 J Southern Europe Equipment Rental 0 Sports Store Store Outdoors Shop Eyewear Store Golf Shop Retailer type Radar charts can plot data using and configurations 60 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Win loss Charts Win loss charts are microcharts in which the value
13. 214 214 215 215 215 215 215 216 216 216 217 217 218 218 218 219 lt 219 219 s 219 220 221 221 221 y 221 s222 223 223 224 224 225 229 Contents 229 229 lt 229 230 231 231 z 231 lt 232 lt 232 232 232 ix 232 233 233 233 234 234 234 235 235 235 SCHVYAOQOVOZE INES o o BSR ee ES RB me eee PER RS a a Se BG we Se GG SS a 237 X IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Introduction This document is intended for use with IBM Cognos Business Insight Advanced Business Insight Advanced is a Web based tool used to author reports and analyze data The user interface is designed for business users to get insight into their business Audience To use this guide you should have e knowledge of your business requirements e experience using a Web browser and writing reports Finding information To find IBM Cognos product documentation on the web including all translated documentation access one of e e E a E Release Notes are published directly to Information Centers and include links to the latest technotes and APARs You can also read PDF versions of the product release notes and installation guides directly from IBM Cognos product disks Accessibility features Accessibility features help users who have a physical disability such as res
14. IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Note Before using this information and the product it supports read the information in Notices on page 225 Product Information Pan document ge to IBM Cognos Express Version 10 1 0 and may also appl to subse releases To che ions o document visit the IBM Cognos Information Centers http sublibt EOE han com PETES cogic virom0 index jsp Licensed Materials Property of IBM Copyright IBM Corporation 2005 2012 US Government Users Restricted Rights Use duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp Contents Introduction Chapter 1 What s New New features in version 10 1 1 Custom groups Creating sections Filtering directly from the dais iee Names for lists crosstab and chart objects New startup options Visual aid to select lists and drosstabs Keyboard shortcuts for accessibility Showing content when no data is available Larger worksheet sizes for Microsoft Excel 2007 report outputs Microsoft Excel 2007 supported as an external data source What s new in version 10 1 0 New Features in Version 10 1 0 Changed Features in Version 10 1 0 Removed Features in Version 10 1 0 What s new in version 8 4 ae Extended Suppression Capabilities Crosstab Measures Can be Formatted Based on 1 Other Crosstab easiness Lineage Information for Data Extended
15. Members folder Members folders contain the available members for a hierarchy or level For example the Members folder for the Years level hierarchy contains everything found in the Year Quarter and Month levels 5 Level Copyright IBM Corp 2005 2012 109 Levels are positions within the dimensional hierarchy that contain information at the same order of detail and have attributes in common Multiple levels can exist within a level hierarchy beginning with a root level For example the Years level hierarchy has the following related levels Level Level name Description Root Years The root level First Year Years in the Years root level For example 2004 2003 and 2002 Second Quarter Quarters for each year in the Year level For example 2004 Q1 2004 Q2 and 2004 Q3 Third Month Months for each quarter in the Quarter level For example Jan Feb and Mar Tip The Measures dimension contains the measures available in the data source Member property Member properties are attributes that each member possesses For example gender could be a property for all employee members For more information see Insert a Member Property on page 113 Customize the Source Tree 110 When using dimensional data you can customize how you see data in the source tree You can select a full package tree view that shows dimensions hierarchies levels an optional members folder and memb
16. Product type Appendix C Calculation components 197 Result Cooking Gear bottomCount Sorts a set according to the value of numeric_expression evaluated at each of the members of set_expression and returns the bottom index_expression members Syntax bottomCount set_expression index_expression numeric_expression Example bottomCount great_outdoors_company Products Products Product line 2 Revenue Result Returns the bottom two members of the set sorted by revenue Product line Revenue Outdoor Protection 3 171 114 92 Mountaineering Equipment 20 891 350 60 bottomPercent Sorts the set specified in set_expression in ascending order and returns the bottommost elements from the sorted set whose cumulative percentage of the total is greater than or equal to percentage Syntax bottomPercent set_expression percentage numeric_expression Example bottomPercent set Camping Equipment Golf Equipment Mountaineering Equipment 40 2006 Result For the set of Camping Equipment Golf Equipment and Mountaineering Equipment returns the members with the smallest Gross profit whose total for the year 2006 is at least 40 of the overall total bottomSum Sorts the set specified in set_expression in ascending order and returns the bottommost elements from the sorted set whose cumulative total is greater than or equal to value Syntax bottomSu
17. Returns null if expression1 equals expression2 otherwise returns expression Syntax nullif expressionl expression2 openingPeriod Returns the first sibling member among the descendants of a member at level This function is typically used with a time dimension Syntax openingPeriod level member Example 1 openingPeriod great_outdoors_company Years Years Month Result 2004 Jan Appendix C Calculation components 211 order Example 2 openingPeriod great_outdoors_company Years Years Year Result 2004 Example 3 openingPeriod great_outdoors_company Years Years Month 2006 Q 4 Result 2006 Oct Arranges the members of set_expression according to their value_expression and the third parameter ASC and DESC arrange members in ascending or descending order respectively according to their position in the set hierarchy Then the children of each member are arranged according to value_expression BASC and BDESC arrange members in the set without regard to the hierarchy In the absence of an explicit specification ASC is the default Syntax order set_expression value_expression ASC DESC BASC BDESC Example 1 order members Great Outdoors Company Product Product Product type Quantity sold BASC Result Returns the quantity sold for each product type in no particular order Product Line Quantity Wo
18. constraint 1 A security specification that denies one or more users the ability to access a model component or to perform a modeling or authoring task 2 A restriction on the possible values that users can enter in a field contact A named e mail address to which reports and agent e mails can be sent Contacts are never authenticated content locale A code that is used to set the language or dialect used for browsers and report text and the regional preferences such as formats for time date money money expressions and time of day Content Manager CM The service that retrieves information from the content store and saves information to the content store content store The database that contains the data needed to operate such as report specifications published models and security rights credential A set of information that grants a user or process certain access rights cube A multidimensional representation of data needed for online analytical processing multidimensional reporting or multidimensional planning applications custom set In Analysis Studio a named object which can include filter rules calculations and sort rules Custom sets can define a set of members that is different from any set originally defined in the cube model See also predefined set D dashboard A web page that can contain one or more widgets that graphically represent business data 230 IBM Cognos Express
19. e To select more than one individual value click Select Multiple Values and click the values e To type specific values click Enter Values and type the values e To specify your own criteria such as values that begin with the letter A click Enter String Criteria and specify the condition e For each condition under Style click one of the predefined styles to apply or click the edit style button and create a new style Specify the style to apply to remaining values by clicking one of the predefined styles beside Remaining values including future values e Specify the order in which to evaluate the conditions IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Conditions are evaluated from top to bottom and the first condition that is met is applied Reuse an Existing Conditional Style You can create a conditional style once and reuse it on multiple objects in your report You can specify the order in which conditional styles are applied You can also use existing local classes as your conditional styles Procedure 1 Click the data item for which you want to define a conditional style and then click the conditional styles button Tip You can also right click the data item and click Style Conditional Styles or click the data item and then in the Properties pane set the Conditional Styles property 2 Click the add button click Use Existing Conditional Style and select the style
20. 1 220 329 38 2006 1 220 329 38 Example 2 completeTuple Mountaineering Equipment Fax Quantity sold currentMember great_outdoors company Years Years Result The completeTuple function uses the currentMember of the Years dimension and the Quantity sold measure Quantity Sold Mountaineering Sales by Fax 2004 0 2005 8 746 2006 7 860 current_date Returns a date value representing the current date of the computer that the database software runs on Syntax current_date Example current_date Result 2003 03 04 currentMember Returns the current member of the hierarchy during an iteration If hierarchy is not present in the context in which the expression is being evaluated its default member is assumed This function appears in the Rolling and Moving Averages interactive sample report Syntax currentMember hierarchy 202 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide current_timestamp Returns a datetime with time zone value representing the current time of the computer that runs the database software if the database supports this function Otherwise it represents the current time of the computer that runs IBM Cognos Business Intelligence software Syntax current_timestamp Example current_timestamp Result 2003 03 03 16 40 15 535000 05 00 defaultMember Returns the default member of hierarchy Syntax defaultMember
21. 16 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Item Relational reporting Dimensional reporting Data items Data items using relational and common constructs Data items using dimensional and common constructs Extended data items Inserting data Business Insight Advanced groups data automatically by query item For example when you add the Product type query item to a list all product types appear when you run the report Business Insight Advanced groups data automatically by level For example when you add the Product type level to a crosstab all product types appear when you run the report You can also create sets of members from different levels within the same hierarchy For example you can create a set of members that includes only Cooking Gear and Lanterns and then add that data to a crosstab You can also choose to insert just the member just the children of the member or the member and its children Focusing or filtering data Use the filtering options available from the filter icon on the toolbar For example add the Quarter query item to a list and filter to show only Q3 If you are using the relational reporting style with relational data use only the techniques in Filtering relational data on Add only the relevant members to an edge of the crosstab or to the context filter For example only add the Q3 member to your
22. 2004 Aug parent Returns the member that is the parent of member or measure Syntax parent member measure Appendix C Calculation components 213 Example parent Cooking Gear Result Camping Equipment periodsToDate Returns a set of sibling members from the same level as member as constrained by level It locates the ancestor of member at level and returns that ancestor s descendants at the same level as member up to and including member Typically used with a time dimension This function is displayed in the Rolling and Moving Averages interactive sample report Syntax periodsToDate level member Example periodsToDate great_outdoors_company Years Years Year 2004 Mar Result Returns values for 2004 Jan 2004 Feb 2004 Mar power Returns numeric_expression1 raised to the power numeric_expression2 If numeric_expression1 is negative then numeric_expression2 must result in an integer value Syntax power numeric_expressionl numeric_expression2 Example power 3 2 Result 9 prevMember Returns the member that immediately precedes member in the same level This function is displayed in the Sales Growth Year Over Year sample report in the GO Data Warehouse analysis package Syntax prevMember member Example 1 prevMember Outdoor Protection Result Personal Accessories Example 2 prevMember 2005 Resul
23. The report specification defines the queries and prompts that are used to retrieve data as well as the layouts and styles used to present the data For simplicity the report specification is named the report Specify the Package Specify the package that will provide items for the report A package contains a set of related objects such as members dimensions filters and calculations When you open a package in IBM Cognos Business Intelligence these objects are visible in the Source tab 38 Note You cannot specify the package when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced In this case the widget already has a package Before you begin The package must be previously created and published to the IBM Cognos Connection portal For more information see the IBM Cognos Framework Manager User Guide Procedure 1 In the portal from the Launch menu click Business Insight Advanced Note If there is more than one package available the Select a package page appears Otherwise Business Insight Advanced starts 2 If more than one package exists click the one you want to use 3 In the Welcome dialog box choose whether to open a new or existing report or template e To create a new report click Create a new report and choose a basic report e To open an existing report or template click Open an existing report and select a report Refresh the Pac
24. The following example is a stacked area chart showing the quantity of products sold over a two year period in multiple territories 50 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 1 000 000 Sales territory Americas Asia Pacific 800 000 5 E Central Europe s A E Northern Europe K Southern Europe 600 000 400 000 sac 200 000 Area charts can plot data using standard stacked 100 percent stacked and fitree dimensional ree dimensional configurations Point Charts Point charts are useful for showing quantitative data in an uncluttered fashion Point charts use multiple points to plot data along an ordinal axis A point chart the same as a line chart without the lines Only the data points are shown The following example shows the revenue for each product line Chapter 5 Charts 51 40 000 000 Product line Camping Equipment Golf Equipment Mountaineering Equipment 25 000 000 Outdoor Protection Personal Accesories 35 000 000 30 000 000 20 000 000 Revenue 15 000 000 10 000 000 5 000 000 0 Sales territory Combination Charts Combination charts plot multiple data series by using combinations of columns areas and lines within one chart They are useful for highlighting relationships between the various data series The following example shows a combination chart that includes planned revenue as a column chart and actual revenue
25. When you insert a chart into a report that already contains a list the list data is added to the chart automatically The current default charts use many properties that allow you to customize most aspects of the chart If you work with Report Studio reports that use the legacy chart type you can set the Use legacy chart authoring option in Business Insight Advanced to continue working with the legacy chart type Related concepts Chapter 5 Charts on page 43 You can use IBM Cognos Business Insight Advanced to create many chart types such as column bar area and line charts Mozilla Firefox Support Versions 3 5 and 3 6 of the Mozilla Firefox Web browser are now supported for Business Insight Advanced For a full list of supported software environments see http www ibm com Working with Relational Data Sources You can now work with relational data sources and create list reports or tabular reports in Business Insight Advanced Related concepts Chapter 7 Exploring Relational Data on page 93 Relational data is best represented by lists This data is organized in IBM Cognos Business Insight Advanced by query items Chapter 6 Lists on page 91 Use list reports to show detailed information from your database such as product lists and customer lists Working with Dimensional Data Sources The user interface of Business Insight Advanced is now geared toward data exploration including drilling excludi
26. containers lists crosstabs charts maps repeaters repeater tables and tables of contents If your report includes multiple data containers you can specify different no data contents for each container Procedure 1 Select a data container 2 In the Properties pane click the select ancestor icon and click the data container type 3 Click the ellipsis button next to the No Data Contents property and select what should appear for data containers that contain no data e To show an empty data container click No Contents e To show alternate content click Content specified in the No data tab Two tabs appear at the top of the data container and the No Data Contents is selected automatically From the Toolbox tab insert the objects to appear when there is no data available into the No Data Contents tab e To show text click Specified text and type the text that you want to appear Modifying Report and Object Styles Objects in reports are assigned a Cascading Style Sheet CSS class that provides a default style for the object For example when you create a new report the report title has the class property Report title text assigned to it In addition objects inherit the classes set on their parent objects You can apply a different class to an object to change its appearance You can also use classes to highlight data using conditional styles If you use Microsoft Internet Explorer Web browser version 6
27. e None specifies that labels appear in default positions and might overlap e Normal specifies that labels are placed just above their corresponding data markers or chart objects There is no collision detection so labels can overlap e Coarse Stagger specifies that labels are placed close to their data markers and staggered so that they do not overlap This collision mode takes less time to render than Fine Stagger but might result in labels being farther away from their corresponding data markers e Fine Stagger specifies that labels are staggered so that they do not overlap The labels are as close to the data markers as possible without overlapping This collision mode takes more time to render than Coarse Stagger but might result in labels being closer to their corresponding data markers Showing data values in other charts You can show the data labels or data values within the chart so that the data values are more clear For example you can display the data values above each bubble in a bubble chart to show the exact value of each bubble You can show data values for the following chart types Pareto progressive scatter and bubble Procedure 1 Select the chart 2 In the Properties pane double click the Show values property 3 For each of the categories series and measures select whether to show only values values and labels or neither 4 To show lines pointing from data labels to the data marker they apply to
28. hierarchy Example 1 defaultMember great_outdoors_company Products Products Result Products Example 2 defaultMember great_outdoors_company Years Years Result Year Example 3 defaultMember hierarchy great_outdoors_company Measures Quantity sold Result Revenue descendants Returns the set of descendants of member or set_expression at level qualified name or distance integer 0 n from the root Multiple options may be specified separated by a space to determine which members are returned self Only the members at the specified level are included in the final set this is the default behaviour in the absence of any options before If there are any intermediate levels between the member s level and the one specified members from those levels are included If the level specified is the same as the member upon which the function is applied the member is included in the final set beforewithmember If there are any intermediate levels between the member s level and the one specified members from those levels are included The member upon which the function is applied is also included in the final set after If other levels exist after the specified level members from those levels are included in the final set This function appears in the Sales Commissions for Central Europe sample report in the GO Data Warehouse analysis package Appendix C Calculation components 2
29. median standard deviation or variance The following limitations can produce empty or error cells when the report is run e The aggregation function must apply to all members of a level or all children of a member 128 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e Error cells are produced when drilling down on a crosstab that has two nested levels If you do not consider these limitations in a calculation the report may return inaccurate results Creating a Query Calculation When working with dimensional data insert a query calculation into your report to add a new row or column with values that are based on a calculation For example you create a query calculation named Euros that converts dollars to euros by multiplying an existing dollar measure by a conversion rate Euros can then be displayed to end users in a separate row or column In Business Insight Advanced you can create the following types of calculations e Create calculated members or calculated measures where the expression is a member or a tuple based as opposed to property based value expression For example 2005 2004 is a calculated member and Revenue Planned Revenue is a calculated measure e Use set expressions to create calculated sets of members For example children 2004 is a set expression that displays the child members of 2004 You must base each set expression on a hierarchy and the set express
30. property must be set Move below any floating object on the left side If there are other objects to the left of the object the object moves below those objects The Float property must be set Move below any floating object on the right side If there are other objects to the right of the object the object moves under those objects The Float property must be set Move below any floating object Moves the object under any other object in which the Float property was set 150 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 Click the object you want 2 From the Style menu click Style and click the Advanced tab 3 Under Floating click the edit button 4 Specify how you want other objects to flow around the object by specifying the options that you want Highlight Data Using a Conditional Style Add conditional styles to your report to better identify exceptional or unexpected results A conditional style is a format such as cell shading or font color that is applied to objects if a specified condition is true For example you want to automatically highlight in green the departments in your organization that meet their budget quotas and highlight in red the departments that go over budget Creating conditional styles color codes information in your reports so that you can find areas that need attention You can apply multiple conditional s
31. query subject A named collection of query items that are closely functionally related Query subjects are defined using Framework Manager to represent relational data and form the set of available data for authoring reports in Query Studio and Report Studio A query subject is similar to a relational view in that it can be treated as a table but does not necessarily reflect the data storage R Really Simple Syndication RSS An XML file format for syndicated Web content that is based on the Really Simple Syndication specification RSS 2 0 The RSS XML file formats are used by Internet users to subscribe to websites_that have provided RSS feeds See also repeater In Report Studio a cell container that repeats values within itself with no predefined internal structure repeater table In Report Studio a table like container that repeats cells across and down the page or row in the associated query report A set of data deliberately laid out to communicate business information report output The output produced as a result of executing a report specification against a data set report specification An executable definition of a report including query and layout rules which can be combined with data to produce a report output report view A reference to another report that has its own properties such as prompt values schedules and results Report views can be used to share a report specification instead of
32. select the Show leader lines check box 5 To specify how to display the labels if their positions on the chart overlap in the Collision Mode list click one of the following modes e None specifies that labels appear in default positions and might overlap e Normal for pie and donut charts specifies that labels are placed just above their corresponding data markers or chart objects There is no collision detection so labels can overlap e Coarse Stagger specifies that labels are placed close to their data markers and staggered so that they do not overlap This collision mode takes less time to render than Fine Stagger but might result in labels being farther away from their corresponding data markers e Fine Stagger specifies that labels are staggered so that they do not overlap The labels are as close to the data markers as possible without overlapping This collision mode takes more time to render than Coarse Stagger but might result in labels being closer to their corresponding data markers Customizing Lines and Data Points in a Line Chart You can customize the lines in a line chart to show only lines only data points or both Data points represent series values for each category on the Y axis You can show special data markers that represent statistically significant values such as open high low and close values IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide You can also change th
33. some color gradients used in the 10 x default report styles are not supported Modify the Report Style You can change the styles in the style sheet to make your entire report appear differently You cannot edit the report style when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced Chapter 9 Formatting Reports 155 Procedure i 2 v From the report actions button E click Report Properties In the Report styles list select one of the following options e To work with classes in the default style sheet click 10 x styles e To work with classes that were used in IBM Cognos 8 click 8 x styles Use 8 x report styles when you are working with reports created in IBM Cognos 8 and you want to preserve their original appearance To work with classes that were used in IBM Cognos ReportNet click 1 x styles Use 1 x report styles when you are working with reports created in ReportNet and you want to preserve their original appearance e To work with classes that have minimal styling defined click Simplified styles This option is useful when creating financial reports Modify Object Styles You can change the style of specific objects in your report to change its appearance Procedure i 2 3 Click the object for which you want to change the style From the Style menu click Style and click the Advanced tab Under Classes click the edit button A
34. the new external data and any links or relationships that you defined between the two By default the new package is saved in the My Folders area of IBM Cognos Connection appends External Data to the original package name You can change where your package is published IBM Cognos Samples Sample external data sources in Microsoft Excel xls format are provided with IBM Cognos BI You can import these sample files into the Sample Outdoors Company sample reports found within the Business Insight Advanced Report Samples folder of the GO Data Warehouse analysis or GO Data Warehouse query package You can find the following external data source files on the server where IBM Cognos BI is installed in the c10_location webcontent samples datasources other directory e accounts xls e employee xls e organization xls e product_brand xls e product_color xls e product_line xls e product_name xls e product_size xls e product_type xls e products xls e promo_sets xls e promotions xls e region xls e retailers_site xls e time xls To obtain these files contact your IBM Cognos administrator Import Data You select the file to import from your own computer or from your local area network You select which columns to import 164 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide You then specify a namespace to use The namespace provides a unique name to associate with the data items tha
35. the report appears in a new browser window or tab The options available in IBM Cognos Viewer depend on the capabilities set by the administrator for each user For more information see the IBM Cognos Business Intelligence Administration and Security Guide or contact your administrator Running a Report Against a Dimensional Data Source You can cancel a report that is running against Microsoft SQL Server Analysis Services only during the initial portion of its execution After this time the report runs to completion Units of Measure Notation If you see an asterisk character one of the following was detected e an unknown currency e a value with an unknown or questionable unit of measure such as a mixed currency calculation or rollup Mixed currency values occur when you calculate values with different currencies This behavior occurs when you are using an IBM Cognos cube as a data source Producing a Report in CSV Format IBM Cognos Business Intelligence can produce reports in CSV format so you can open them in other applications such as Microsoft Excel spreadsheet software Reports saved in CSV format e are designed to support Unicode data across many client operating systems e are UTF 16 Little Endian data encoded e include a BOM Byte Order Mark at the beginning of the file e are tab delimited IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e do not enclose strings in quotati
36. 1 0 Listed below are features that are removed since the last release Analyze with Analysis Studio The ability to open a report with IBM Cognos Analysis Studio from within IBM Cognos Business Insight Advanced Tools or right click Analyze was removed in this release Excel 2000 and Excel 2000 Single Sheet Report Outputs The Microsoft Excel 2000 spreadsheet software and Excel 2000 Single Sheet spreadsheet software report outputs are no longer supported in this release What s new in version 8 4 Listed below are new features since the last release Links to directly related topics are included Extended Suppression Capabilities You can now suppress rows columns or rows and columns based on zero null divide by zero and overflow values in reports created with relational dimensionally modeled relational and OLAP data sources Related tasks Suppress Empty Cells in Relational Reporting on page 106 Sparse data may result in crosstabs showing empty cells For example a crosstab showings employees and products with a measure of revenue results in empty cells when the employee does not sell the product Crosstab Measures Can be Formatted Based on Other Crosstab Measures You can apply conditional styles to crosstab cells based on an adjacent value in the crosstab Chapter 1 What s New 11 For example you can conditionally color the bubbles in a bubble chart based on any combination of the measures and you ca
37. 180 000 000 160 000 000 140 000 000 120 000 000 u 2 100 000 000 58 80 000 000 60 000 000 40 000 000 20 000 000 Product line Quadrant Charts Quadrant charts are bubble charts with a background that is divided into four equal sections Quadrant charts are useful for plotting data that contains three measures using an X axis a Y axis and a bubble size that represents the value of the third measure You can also specify a default measure For example you might need to specify a default measure to give context to a calculated measure in the chart Legacy quadrant charts use baselines to create the quadrants Current default charts use colored regions You can change the size of the quadrants For more information about the legacy and current default chart technologies see Using Legacy Report Studio Charts on page 43 Use a quadrant chart to present data that can be categorized into quadrants such as a SWOT strengths weaknesses opportunities and threats analysis The following example shows the relationship between production cost and gross profit The size of the bubble represents quantity IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 70 000 000 Product line 60 000 000 g Personal Accessories Mountaineering Equipment Golf Equipment 50 000 000 Camping Equipment Outdoor Protection 40 000 000 30 000 000 20 000 000 10 000 000 05 000
38. 199 Example 2 cast 12345 varchar 10 Result a string containing 12345 ceiling Returns the smallest integer that is greater than or equal to numeric_expression Syntax ceiling numeric_expression Example 1 ceiling 4 22 Result 5 Example 2 ceiling 1 23 Result 1 children Returns the set of children of a specified member Syntax children member Example children Camping Equipment Result Returns the set of children for Camping Equipment Cooking Gear Tents Sleeping Bags Packs Lanterns closingPeriod Returns the last sibling member among the descendants of a member at level This function is typically used with a time dimension Syntax closingPeriod level member Example 1 closingPeriod great_outdoors_company Years Years Month Result 2006 Dec Example 2 closingPeriod great_outdoors_company Years Years Year Result 2006 200 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide cousin Example 3 closingPeriod great_outdoors company Years Years Month 2006 Q 4 Result 2006 Dec Returns the child member of member2 with the same relative position as member1 to its parent This function appears in the Revenue by GO Subsidiary 2005 sample report in the GO Data Warehouse analysis package Syntax cousin member1 member2 Example 1 cousin Irons Camping
39. 20 000 000 20 000 000 o Bo Camping Equipment Southern Europe Mountaineering Equipment ji ai Tee Europe Personal Accessories _ Americas Product line Sales territory Convert Charts From One Type to Another This procedure applies to converting charts from one type for example a bar chart to another type for example a line chart It also applies to converting charts from the legacy Report Studio charts to the current default charts When you convert a chart to a new chart type IBM Cognos Business Insight Advanced keeps the properties from the existing chart if they exist in the new chart type For example if you convert a donut chart to a bar chart Business Insight Advanced maps your chart palette to the new chart but does not map the hole size because the hole size property does not exist in a bar chart Note Business Insight Advanced converts legacy charts to the current default chart technology unless you select the Use legacy chart authoring option Procedure 1 Right click a chart and click Convert Chart 2 Select a new chart type and click OK Related concepts Using Legacy Report Studio Charts on page 43 IBM Cognos Business Insight Advanced includes a default chart technology that is different than the legacy chart technology used in Report Studio as of version 10 1 0 Customizing Charts After you create a chart you can customize it by changing its properties For example y
40. CSS class that provides a default style for the object For example when you create a new report the report title has the class property Report title text assigned to it In addition objects inherit the classes set on their parent objects Use Your Own External Data You can now supplement your enterprise data with your own external data file You can import an xls txt csv or xml file into IBM Cognos and create reports that contain your own data This allows you to leverage the IBM Cognos platform including the security data integrity and full range of reporting functionality 6 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide You can perform self service reporting without the need to ask your IT department or administrator to set up a data source connection to your file You import your own data file and start reporting on it right away After importing your external data file is protected by the same IBM Cognos security as your enterprise data thus allowing you to report on your data in a secure environment Related concepts Chapter 11 Working With Your External Data on page 163 You can supplement your enterprise data with your own external or personal data file Charts You can now create charts in Business Insight Advanced You can insert a specific chart type from any report with the insert chart button on the toolbar or by dragging a chart object from the Toolbox tab
41. Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Related concepts Using Relational Calculations on page 93 Inserting a calculation makes your report more meaningful by deriving additional information from the data source For example you create an invoice report and you want to see the total sale amount for each product ordered Create a calculated column that multiplies the product price by the quantity ordered Sorting relational data You can sort items to view them in your preferred order By default IBM Cognos Business Insight Advanced retrieves items in the order defined in the data source Relational data sources may not always have a defined order The data modeler defines the sorting options in the model For more information about data modeling see the IBM Cognos Framework Manager User Guide Procedure 1 Select the column or row to sort A hd 2 Click the sort icon 3 Under Sort in Layout click Ascending or Descending Tip To remove a sort order click Don t Sort Sorting multiple rows or columns and grouped columns If you sort more than one row or column you can change the order in which they are sorted You can also sort grouped columns in a list Procedure 1 Select a column or row A hd 2 Click the sort icon and click Edit Layout Sorting 3 To sort a list column within a group do the following a In the Groups pane under the Groups folder expand the
42. Create an Advanced Conditional Style You can create advanced conditional styles that use calculations or expressions If multiple advanced conditions are met only the first conditional style is applied Procedure 1 Click the data item for which you want to define a conditional style and then click the conditional styles button EN Tip You can also right click the data item and click Style Conditional Styles or click the data item and then in the Properties pane set the Conditional Styles property 2 Click the add button and click Advanced Conditional Style 3 Type a name for the conditional style 4 Click the add button and specify the expression that defines the condition 5 For each condition under Style click one of the predefined styles to apply or click the edit button and create a new style Specify the style to apply to remaining values by clicking one of the predefined styles beside Remaining values including future values 6 Specify the order in which to evaluate the conditions by clicking a condition and then clicking the move up or move down arrow Conditions are evaluated from top to bottom and the first condition that is met is applied Example Add a Conditional Style to an Existing Report You are a report writer at The Sample Outdoors Company which sells sporting equipment You have a report that compares current year data to previous year data and highlights negative percentage variances in red P
43. Equipment Result Cooking Gear Example 2 cousin Putters Camping Equipment Result Sleeping Bags completeTuple Identifies a cell location intersection based on the specified members each of which must be from a different dimension However completeTuple implicitly includes the default member from all dimensions not otherwise specified in the arguments rather than the current member CompleteTuple will use the default measure rather than the currentMeasure in the query if the measure is not defined in the completetuple function This function appears in the Planned Headcount sample report in the GO Data Warehouse analysis package Syntax completeTuple member member Example 1 completeTuple Mountaineering Equipment Fax Result The completeTuple does not pick up the currentMember by default as the tuple function does The values in the first column are identical across each year because the default member of the Years dimension the root member is used rather than the current member Likewise the first column displays Revenue rather than Quantity Sold because the Revenue measure is the default from the Measures dimension CompleteTuple will use the default measure rather than the currentMeasure in the query if the measure is not defined in the completetuple function Appendix C Calculation components 201 Quantity Sold Mountaineering Sales by Fax 2004 1 220 329 38 2005
44. Extreme _ TX 8 306 303 78 18 172 476 5 9866 172 72 14 701 866 32 Pocket 2 675 373 35 4 380 582 705 208 65 3 454 153 34 Gizmo Seeker 2 235 849 84 7 754 925 78 9 519 075 94 2 574 835 2 35 Zone 9 434 315 06 28 021 707 95 18 587 392 89 16 263 229 54 Mountain 2 269 799 48 4 563 194 48 2 293295 2 493 495 99 347 639 66 701 512 16 353 872 5 499 545 53 Extreme Ranger 5 622 674 4 10 525 086 6 4 902 412 2 5 891 875 71 vision Working with Crosstab Reports When you add data items to a crosstab you create crosstab nodes and crosstab node members These objects allow you to easily create crosstabs using drag and drop operations Crosstabs are dimensional objects that have row edges and column edges Each edge is composed of a set of crosstab nodes Each crosstab node contains the following e One or more crosstab node members e Zero or one nested crosstab node which contains one or more crosstab node members or nested crosstab nodes Each crosstab node member refers to a data item that contains an expression that defines the members that appear in the crosstab Copyright IBM Corp 2005 2012 39 1 2 3 40 The following crosstab contains four crosstab nodes Revenue lt Product type gt FAverage Product line e lt Total Order month gt lt Order lt Total Order lt Order year gt _month gt month gt
45. Insert a Member Property Create a Set of Members Exclude Members from a Set Move Members Within a Set Replace a Member or Set Create Members and Intersections Expand and Collapse a Member Join Multiple Sets Edit the Operations Bersted ona Set Create Page Layers Sort Dimensional Data Sorting members in a set by iheir Tab ls Sorting sets by value Sorting sets by member properties or r tuples Format Dimensional Data Specifying the Number of Decimals i in Numbers Locale sensitive Properties Suppress Empty Cells in Dimensional Reporting Limitations When Formatting Empty Cells in SAP BW Data Sources Example Suppress Zeros in Rows and Columns in an Existing Report Summarize Dimensional Data Creating dimensional custom groups Using Dimensional Calculations Create a Simple Member Calculation Limitations When Summarizing Measures in DMR Data So rces Creating a Query Calculation Create an Intersection Tuple Drill on a Member or Set Filtering dimensional data Creating a context filter Oi 93 93 94 96 98 99 99 100 100 101 101 102 103 103 104 105 105 106 106 106 106 109 110 lit 11 112 113 gt 113 113 114 114 115 115 116 lt 116 116 x 17 117 117 118 119 119 120 121 121 122 122 123 124 125 126 128 129 131 131 132 133 Co
46. Insight Advanced User Guide Trademarks IBM the IBM logo ibm com ReportNet TM1 and Cognos are trademarks or registered trademarks of International Business Machines Corp registered in many jurisdictions worldwide Other product and service names might be trademarks of IBM_or other companies A current list of IBM trademarks is available on the Web at Copyright and trademark information at www ibm com legal copytrade shtml The following terms are trademarks or registered trademarks of other companies e Express is a registered trademark or trademark of OpenPages Corporation an IBM Company e Adobe the Adobe logo PostScript and the PostScript logo are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and or other countries e Microsoft Windows Windows NT and the Windows logo are trademarks of Microsoft Corporation in the United States other countries or both e Java and all Java based trademarks and logos are trademarks or registered trademarks of Oracle and or its affiliates Notices 227 228 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Glossary This glossary includes terms and definitions for IBM Cognos Business Intelligence The following cross references are used in this glossary e See refers you from a term to a preferred synonym or from an acronym or abbreviation to the defined full form e See also refe
47. Insight Advanced User Guide Related concepts Keyboard Shortcuts on page 221 This product uses some standard Microsoft Windows and accessibility shortcut keys Showing content when no data is available In IBM Cognos Business Insight Advanced you can now specify what to show in a data container when no data is available in the database You can show an empty data container such as a list crosstab or chart alternate content or text By default the text No Data Available appears Related tasks Specify what appears for data containers that contain no data on page 154 You can specify what appears in a data container when no data is available from the database Larger worksheet sizes for Microsoft Excel 2007 report outputs IBM Cognos Business Intelligence now supports a larger worksheet size for report outputs exported in Microsoft Excel 2007 format In previous versions of IBM Cognos Business Intelligence report output in Microsoft Excel format was limited to a maximum of 256 columns by 65 000 rows Although this remains as the default worksheet size administrators can now enable larger worksheets and change the maximum number of rows in a worksheet up to a maximum of 16 384 columns by 1 048 576 rows by using advanced server properties This number matches the Microsoft Excel 2007 worksheet size limitations For more information see the IBM Cognos Business Intelligence Administration and Security Guide
48. Line Gradient displays a gradient that changes color outwards from a central point or focus You can specify the position of each color in the gradient and the size and position of the focus You can also add or remove colors from the gradient Radial Rectangle Gradient displays a gradient that changes color outwards from a rectangle You can specify the position of each color in the gradient and the size of the rectangle You can also add or remove colors from the gradient Pattern displays a colored pattern that you choose from a preset list You can specify the foreground and background colors Color displays a solid color You can specify the transparency Image displays an image You can specify the image to use 4 Under Style depending on the chart type you are customizing and the fill type you chose in step 2 you can change the marker shape line style default color and line weight 5 To add a new palette entry click the new button and specify the new palette settings 6 To customize the data markers on the Properties tab depending on the chart type you are customizing and the fill type you chose in step 2 you can specify whether data markers are shown and change their color and size 7 To change the order in which the colors gradients or patterns appear in the chart use the arrow buttons under the Palette box to change their position 8 To copy and paste a palette in the Microsoft Internet Explorer Web browser EB cl
49. Locale sensitive Properties IBM Cognos Business Insight Advanced contains an extensive library of customized properties adapted to users from different regions who speak different languages For example if a modeler specifies that a given data item is a currency you must specify only the proper currency symbol When reports are created Business Insight Advanced automatically adapts the format of the currency numbers to each user according to the content language specified in IBM Cognos Connection When modelers or report authors specify properties these properties override user preferences and risk creating inconsistent formatting for users of other cultures It is usually much easier and safer to let Business Insight Advanced do the formatting For example for the date format type different regions use different characters to represent the date separator If you specify a date separator you may confuse users in other regions Chapter 7 Exploring Relational Data 101 The following data formatting properties are locale sensitive e Currency Symbol Position e Date Separator e Date Ordering e Calendar Type e Time Separator e Display AM PM Symbols e Clock e Decimal Symbol e Negative Sign Position e Thousands Separator e Group Size digits e Secondary Group Size digits e Missing Value Characters e Zero Value Characters e Pattern e Negative Pattern Filtering relational data 102 Use filters to remove unwante
50. Problems Creating Reports The topics in this section document problems you may encounter when creating reports Metadata Change in Oracle Essbase Not Reflected in Reports and in the Studios When there is a metadata change on the Oracle Essbase server the change is not immediately reflected in the metadata tree in the studios In addition when a report is run the report does not pick up the republished changes To view the new structure you must restart the IBM Cognos Content Manager server Relationships Not Maintained in a Report With Overlapping Set Levels In a report the relationship between nested or parallel member sets at overlapping levels in the same dimension may not always be maintained Copyright IBM Corp 2005 2012 181 For example a named set in the data source that contains members from both a Year and Month member is nested under Year but is not properly grouped by year In another example an error message such as this appears OP ERR 0201 Values cannot be computed correctly in the presence of multiple hierarchies Product B1 Product Product that each have a level based on the same attribute Product This problem occurs in the following scenarios involving non measure data items X and Y which overlap in the same dimension e X and Y together as ungrouped report details e Y nested under X e Y appended as an attribute of a group based on X When using named sets or sets that cover more
51. Report to the Clipboard in Internet Explorer Copy a Report to the Clipboard in Firefox f Open a Report from the Clipboard Managing Changes in the Package Chapter 11 S With Your External Data Import Data Map Data Finish Importing Data Preparing to Work with your External Data Publish the Package Edit Your External Data Delete Your External Data vi IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 134 135 136 136 137 137 137 138 139 139 lt 139 139 140 140 141 141 141 142 143 144 145 145 146 146 147 147 147 148 149 149 150 151 152 153 153 lt 153 154 155 155 156 156 157 159 159 159 160 160 160 161 163 164 165 166 167 169 169 170 Running a Report That Contains External Data 2 2 1 ww ee ee ee ee ee oa 17O Making your Reports Public s s A sos B a po mob omui s p s r Gos eee a l Chapter 12 Upgrading Reports bee we a ee ee ew ew 178 Upgrading Reports from IBM Cognos Business inteligenci Jan 8 4 fo Sa ae a A BR ae ce es A ee 2 ZB Tips for Report Studio Express Authoring Users a 2 1 1 ee ee eee 178 Upgrading Report Styles n dos so okoa E os ko a oaos ee ee e a 5 Chapter 13 Samples 2 2 oaoa a ee 177 The Sample Outdoors Company bo e oo 6 he Boa a a e eo e e e a Z Sample
52. SAP BW as a data source mixed currency values use the asterisk character as the unit of measure Mixed currency values occur when you calculate values with different currencies Data formats are not applied in delimited text CSV and XML report outputs Procedure 1 In the work area right click a data item and click Style Data Format Tip You can also use the data format button Jin the style toolbar 2 In the Format type box click a format type The properties that you can set for the selected format type appear in the Properties box 3 Set the properties that you want For properties in which you type meta characters that represent certain types of information such as YYYY MM DD for dates the meta characters required depend on the authoring language specified for the report If you specify a value for the Pattern property all other formatting properties are ignored with the following exceptions e Missing Value Characters e Zero Value Characters e Negative Pattern Some properties are and should only be changed with caution Results The data formatting properties are applied If a data item contains values in multiple currencies but only a subset of those currencies have defined formats the default format for the locale you are working in is applied to values for which no format is specified Specifying the Number of Decimals in Numbers When specifying the number of decimals IBM Cognos Business Intel
53. Support for Dimensionally modeled Relational Data Bounds Support for Multiple Hierarchies per Dimension for IBM Cognos and SSAS Cubes Intersections Tuples Can Include Calculated Members and Measures Chapter 2 Understanding Business Insight Advanced Relational and dimensional reporting styles Working in Business Insight Advanced The User Interface Work in Preview or Design Mode Basic Report Layout Options F Web Browser Settings Chapter 3 Creating Aana Specify the Package Refresh the Package Choose a Basic Report Layout Add Data to a Report Data Source Icons Save a Report Run a Report i Running a Report Against a Dimensional Data Sore Producing a Report in CSV Format Producing a Report in Microsoft Excel Format Producing a Report in XML Format Set PDF Page Options i Naming report objects for Business Insight workspaces Recommendation Creating Financial Reports The IBM Cognos Business Intelligence Software Development Kit View Lineage Information for a Data Item 2 eo The IBM Cognos Business Intelligence Lineage Tool Chapter 4 Crosstabs Copyright IBM Corp 2005 2012 x PPP RWOWWNNNNNBHEE lea cual eel aa Gl a WNNNRR rR NNNNBBPY BrFOOCwMaAnm Ol 27 27 s27 28 28 29 30 30 32 32 33 34 34 35 35 35 36 acy 39 iii Working with Crosstab Reports Create a Nested Crosstab Create a Single Edge Crosstab Swap Colu
54. Table element in the report specification determines the width of the table in the Excel worksheet If the report contains more than one table Excel determines the width of all the tables in the worksheet If the tables are nested the width specified for the outer table is used and if necessary the width is adjusted to accommodate data in the nested tables The columns and rows around the table are merged to preserve the appearance of the nested table When you save the workbook only a single table is saved per worksheet Secure Socket Layer SSL Is Not Supported in Some Excel Formats and Versions SSL is supported for only the Microsoft Excel 2002 format in Microsoft Excel 2002 and Microsoft Excel 2003 Number Formats Become Currency Formats in Japanese Excel A report uses the Number data format and you save it as Microsoft Excel output When you open the report in the Japanese version of Microsoft Excel the data format is listed as Currency rather than Number This occurs because Japanese Excel interprets the standard Number data format slightly differently than other versions of Excel The value appears correctly in Number format For example if you specified five digits as your number format five digits still appear In Excel click the Custom number format to see the exact format string being used Reports Show Data in Wrong Columns A report contains a large amount of data that is presented using a large number of neste
55. Version 10 1 0 U units of measure notation for SAP BW data sources 32 upgrading reports removing upgrade messages 173 report styles 175 user interface 18 V validating reports 31 value markers showing in charts 83 visual aids 21 W waterfall charts 57 Web browser settings 24 Web safe color palettes 140 width of objects 150 widths Microsoft Excel limitations 189 win loss charts 61 word breaks 149 work area 19 workspaces Business Insight 35 X XLS format importing your own files 163 limitations 187 XML importing your own files 163 producing a report 34 report specifications 35 XY charts See scatter charts Z zeros suppressing in dimensional reporting 122 suppressing in relational reporting 106 Business Insight Advanced User Guide
56. as an area chart 52 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 45 000 000 Product line Revenue Planned revenue 40 000 000 li Camping Equipment Revenue v B Golf Equipment Revenue z 35 000 000 bi Mountaineering Equipment Revenue B Outdoor Protection Revenue 30 000 000 lf Personal Accessories Revenue Camping Equipment Planned revenue E 25 009 000 E Golf Equipment Planned revenue 20 000 000 E Mountaineering Equipment Planned revenue i E Outdoor Protection Planned revenue s 15 000 000 E Personal Accessories Planned revenue 5 10 000 000 5 000 000 x amp VS Py gt Sales territory Combination charts can plot data using 100 percent stacked and three dimensional configurations Scatter Charts Scatter charts use data points to plot two measures anywhere along a scale not only at regular tick marks Scatter charts are useful for exploring correlations between different sets of data The following example shows the correlation between production cost and gross profit for each product line Chapter 5 Charts 53 24 000 000 Product line gt Personal Accessories S 20 000 000 Mountaineering Equipment Golf Equipment Camping Equipment n 16 000 000 M Outdoor Protection g 12 000 000 T 8 000 000 4 000 000 05 e m w A u a y Soeosos O 8 S Q O f g o 86 6 oS 8 o co 2 O os fo oO 36 io O o
57. behavior for double clicking a member is now to drill up or down on that member The default behavior for replacing a member is now to replace the entire edge rather than just one node Related tasks Insert a Member on page 111 By default when you insert members from the source tree into your report with IBM Cognos Business Insight Advanced members are inserted with their children and are inserted as sets You can change how members are inserted For example you may want to insert a member without its children or insert only the member s children Drill up and Drill down Links You can drill up and down in a report by selecting and then clicking data items if you have enabled drill up and drill down links for all reports 8 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Related concepts Options on page 21 You can set various options that control the appearance and behaviors of IBM Cognos Business Insight Advanced Tools Options Report Name Used for the Exported Output File Name When you run a report in an export format such as PDF delimited text CSV Microsoft Excel spreadsheet software XLS the IBM Cognos report name is now used as the exported file name This allows you to save the report output using the same name as the original report Related tasks Run a Report on page 30 Run your report to see how the report will appear to report consumers Acce
58. below e A target measure The target measure Planned revenue appears as the black indicator in the chart below e From zero to five colored regions along the numeric scale to provide information about the featured measures qualitative state The chart below includes three colored regions 0 50 50 75 and 75 100 e A label that identifies the measures e A numeric scale Chapter 5 Charts 55 Gauge Charts Gauge charts also known as dial charts or speedometer charts use needles to show information as a reading on a dial On a gauge chart the value for each needle is read against the colored data range or chart axis This chart type is often used in executive dashboard reports to show key business indicators Gauge charts are useful for comparing values between a small number of variables either by using multiple needles on the same gauge or by using multiple gauges Reports in PDF or HTML format are limited to show a maximum of 16 pies or gauges per chart These charts are not supported for Microsoft Excel output A gauge chart consists of a gauge axis which contains the data range color ranges and intervals markers needles and a center pivot point The following example shows a basic gauge chart with default attributes It is a degree dial chart with two axes Region I Southern Europe I Americas I Northern Europe IE Asia Pacific I Central Europe Revenue 56 IBM Cognos Express Reporter Version 10
59. between the unit cost and unit sale price The size of the bubbles shows the gross profit and the color of the bubbles shows whether the quantity sold is above yellow or below green 1 000 000 units IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 200 00 Product Type Quantity foo 7 1000000 0 400 00 200 00 l 100 00 200 00 400 00 500 00 600 00 Unit cost Procedure 1 Drag a measure to the Color drop zone under Measures and then select the measure 2 In the Properties pane click Color by value 3 To define the colors by percentages instead of actual values select the Percentage check box For example if the Percentage check box is selected and your values range from 25 red to 50 green then the bottom 25 percent of values will be red the top 50 percent of values will be green and the values between 25 and 50 percent will be an interpolated color such as yellow 4 If you want to use a preset color palette click Palette and select the palette that you want to use 5 If you want to customize a palette color or boundary value select the palette entry in the Palette box specify the color and transparency and type a new boundary value 6 To change the color and transparency of the palette definition 7 To add a new palette entry select the palette entry below which you want to add the new entry click the new palette entry button and click Color 8 If
60. bottom margins for these objects place them in a table or a block Then set the margin or padding properties on the table or block object Procedure 1 Select the object for which you want to set margins 2 From the Style menu click Style 3 Under Margin click the edit button A 4 Specify the top bottom left and right margins by typing values in the corresponding boxes and choosing the unit of measure you want Rename a Row or Column Change the row or column title to provide a more meaningful name Chapter 9 Formatting Reports 147 By default when you run a report the column title is taken from one of the following e if defined the Data item label property of the data item This is the label seen in the report output e if defined the label of the data item in the model e the Data item name property of the data item This is the name of the data item in the query Consequently the column title you see in the layout may not be the column title you see when you run the report For example if you modify the Data item name property of the data item the column title in the layout will change to the new name However when you run the report the column title that appears will be if defined the data item label in the report or the data item label in the model If neither of these are defined only then will the modified name be used as the column title When you insert a member calculation or summary in a
61. can also use summary functions in custom calculations The following table defines the available summaries Summary Description Automatic Summary Uses the default summary for the data item as specified in the data source For example a data item that represents part numbers likely uses count as the default summary Total Adds all values excluding null and missing values Count Counts all values excluding null and missing values Average Adds all values and then divides by the count of values excluding null and missing values Minimum Selects the smallest value excluding null and missing values Maximum Selects the largest value excluding null and missing values When adding summaries to crosstabs or charts the default is to use detail summaries A detail summary tries to summarize only data that is visible in the crosstab or chart structure If it is not clear how to summarize the data such as when a report includes ambiguous nesting the report displays no value or an error occurs Procedure 1 Click the row or column to summarize 2 On the toolbar click the summarize button and select a summary type The summary appears as a new row or column 3 To change the summary label right click the label and type a new name such as Total February sales Tip To remove a summary select the summary label and click the delete button 98 IBM
62. columns two rows and four quarters You can then drag report objects to the report sections Procedure Click the page layout button and then click a report layout If report objects are already in the report they will move to fit the new layout Use a Table to Control Where Objects Appear You can use tables in your report to control where objects appear Tables can be inserted anywhere in a report such as a header a footer or the page body After you create a table insert the objects you want in the cells You can also apply a predefined to tables The alignment buttons can also be used to determine where objects appear in a report Procedure 1 From the Toolbox tab drag Table to the report 2 In the Number of columns and Number of rows boxes type the number of columns and rows for the table 3 If you want to have the table span the width of the report page select the Maximize width check box 4 If you want to add borders to the table select the Show borders check box 5 If you want to merge cells in the table select the cells and click the merge cells button 6 Select the table object 7 In the Properties pane under Positioning double click the Table Properties property 8 To display both the inside and outside borders do the following e Clear the Collapse borders check box e Type a number in the Cell spacing text box to define how much space to add between the table cells e Select
63. converted to uppercase Syntax upper string_expression Appendix C Calculation components 219 220 value Example upper abcdef Result ABCDEF Returns the value of the cell identified by tuple Note that the default member of the Measures dimension is the Default Measure Syntax value tuple Example 1 value tuple great_outdoors_company Years Years Year gt PC Years Root 20040101 20041231 great_outdoors_company Measures Revenue Result 34 750 563 50 Example 2 value tuple 2004 Camping Equipment Revenue Result 20 471 328 88 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Appendix D Accessibility Features Accessibility features help users who have a physical disability such as restricted mobility or limited vision to use information technology products See the IBM Accessibility Center http www ibm com able for more information about the commitment that IBM has to accessibility Accessibility features in IBM Cognos Business Insight Advanced There are several accessibility features in IBM Cognos Business Insight Advanced The major accessibility features are described in the following list e You can use command keys or shortcut keys to navigate through Business Insight Advanced Shortcut keys directly trigger an action and usually make use of the Ctrl keys e Business Insi
64. create a more complex filter you can combine multiple conditions using AND OR and NOT operators By default multiple conditions are combined with an AND operator which means that all conditions must be met for the filter to take effect Filtering the members in a set is not the same as relation detail or summary filters Procedure 1 2 3 Select a set From the toolbar click the explore button and click Filter Set Select how you want to filter e If you want to filter the set using a caption click Caption e If you want to filter the set using a member property click Property and select from the drop down list e If you want to filter the set using an intersection of members or tuple click Intersection tuple and click the ellipsis button Then from Available members and measures select the desired items and click the right arrow to move them to the Intersection members and measures list Specify the Operator and Value to complete your condition and click OK To add additional conditions click the new button EN If you include multiple conditions in your filter use the AND OR and NOT operators to combine them e To add an operator select the conditions that you want to combine and click an operator e To change an operator double click the operator to toggle among available ones or select the operator and then select a different one from the list e To remove an operator select it in the condi
65. currentMeasure within set filter great_outdoors_ company Products Products Product name caption great_outdoors_company Products Products Product name starts with B BProducts B Products great_outdoors_company Products Products Result Returns the quantity sold and revenue for all products that start with the letter B members Returns the set of members in hierarchy or level In the case of a hierarchy the order of the members in the result is not guaranteed If a predictable order is required an explicit ordering function such as hierarchize must be used Syntax members hierarchy level 210 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide mod Example 1 members great_outdoors_company Years Years Result Returns the members in Years Example 2 members great_outdoors_company Products Products Product line Result Returns the members in Product line Returns the remainder modulus of integer_expression1 divided by integer_expression2 Integer_expression2 must not be zero or an exception condition is raised Syntax mod integer_expressionl integer_expression2 Example mod 20 3 Result 2 nextWMember nullif Returns the next member in the member level Syntax nextMember member Example nextMember Outdoor Protection Result Golf Equipment
66. data item name select either the default data item name or type a new data item name Using Dimensional Calculations Insert a calculation to make your report more meaningful by deriving additional information from the data source For example you create an invoice report and you want to see the total sale amount for each product ordered Create a calculated column that multiplies the product price by the quantity ordered You build calculations in the expression editor using functions If a calculation is used in multiple reports or by different report authors ask your modeler to create the calculation as a standalone object in the model and include it in the relevant package Calculation Solve Order When calculations in the rows and columns of a report intersect calculations are performed in the following order e addition or subtraction e multiplication or division e aggregation rollup e remaining arithmetic functions absolute round round down average minimum maximum medium count e percentage difference growth or of total e rank quartile quantile or percentile If both calculations have the same precedence for example if they are both additions then the row calculation takes precedence If you have the necessary permissions you can open your report in IBM Cognos Report Studio and override the order of precedence by changing the solve order Chapter 8 Exploring Dimensional Data 125 property
67. e Avoid using pictures and OLE Objects in PDF documents as these items are tagged as artifacts and ignored by the screen reader e Avoid using conditional formatting to convey important information e When selecting color palettes for report objects choose patterns or shades of gray e Ensure that there is a table corresponding to chart types that are rendered as images because the screen reader ignores this information e Ensure that the report has a title e Gain an understanding for screen reading technology e Avoid spelling and grammatical errors as they cause the screen reading software to misinterpret the information e Avoid using features like calendar boxes and up and down selections on time controls Instead use prompts such as check boxes radio buttons combo boxes and multi select boxes e Ensure that the target application is accessible when using embedded Web applications or drill through paths e Avoid using large complex list or crosstab reports Displaying the information in multiple simple lists or crosstab reports is more manageable for assistive technology users e Add alternate text to images charts and other visual objects so that screen readers can provide context for them e When using tables add summary text to provide context for the table content If the top cells in a table behave as headers designate these cells as headers so that screen readers can identify the relationships Enable Accessible R
68. e If you think about your data as tables and columns you have a relational viewpoint and should use a relational reporting style e If you think about your data as a number of dimensions intersecting at cells you have a dimensional viewpoint and should use a dimensional reporting style The type of data source that you use might also help you choose a reporting style If the data tree shows members and dimensions the data is dimensional If it shows tabular query subjects the data is relational For more information see Data Source Icons on page 29 Relational data requires using the relational reporting style Dimensional data can be queried with either reporting style Relational reporting style The relational reporting style consists of lists You focus the data with filters and summarize with header and footer summaries e If your data is purely relational then only query subjects and query items appear in the Source tab tab of the content pane and you must use the relational reporting style Copyright IBM Corp 2005 2012 15 e If your data is dimensional then dimensions appear in the Source tab of the content pane and you can still use a relational reporting style but instead of query items columns and query subjects tables you use measures levels and level properties To see an example of relational style reporting with dimensional data see the Manager Profile sample report in the GO Data Warehouse an
69. folder of the grouped column b In the Data Items pane drag the data items to sort to the Sort List folder You can also drag data items from the Detail Sort List folder A hd c Click the sort order button to specify ascending or descending order 4 To change the sort order when multiple columns are sorted in the Groups pane change the order of columns in either the Sort List folder of a group or in the Detail Sort List folder Tip Add items to the Detail Sort List folder to sort items that are not groups Chapter 7 Exploring Relational Data 99 Related tasks Group Data on page 91 Group data items in a list report to remove duplicate values For example you have a report that shows products purchased For each product the product type is also shown You group the product type column to show only one instance of each product type in the list Sorting lists based on a data item not in the report You can sort columns in a list using a data item from the source tree to sort based on a data item that is not included in the list For example a list shows all products in your product line You want to sort them by production cost without having to add the production cost measure to the report i H For relational data sources you can use measures and query items to sort aa For dimensional data sources you can use measures and levels to sort Procedure 1 Select a column 2 From the Source ta
70. for member A to the intersect value of members A and B Note This calculation is only available if you select two members from different hierarchies each from a different edge Custom Allows you to specify your own value when performing a simple arithmetic calculation Also allows you to change the order of operands or type a custom name for the new calculated row or column The following table defines the available string calculations Calculation Description Remove trailing spaces For string data items removes any extra spaces that appear after the last character in the string Spaces between words are not removed Extra spaces can sometimes cause unexpected results when you sort filter or search First characters For string data items truncates the text to show only the first number of characters that you specify Last characters For string data items truncates the text to show only the last number of characters that you specify The following table defines the available date and time calculations Chapter 8 Exploring Dimensional Data 127 Calculation Description Add years Add months Add days When selecting one date or time data item Add hours Add minutes or Add adds the specified number of years months seconds days hours minutes or seconds to the selected value Year Month Day Hour Minute and When selecting one dat
71. gridlines e If you are working with a gauge chart specify the length of the gridline 4 To show minor gridlines as your chart background do the following e In the Properties pane click Minor gridlines e Select the Show minor gridlines check box e Set the color style and weight of the minor gridlines e If you are working with a gauge chart specify the length of the gridline Customize the Legend of a Chart You can customize the legend and its elements including its title position and items You can hide or show the legend and change its position relative to the chart object chart area or using a specific report expression For example in a bar chart IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide showing revenue for each product line by country or region you could use the expression Country or Region Canada to position the legend relative to the Canada bar You can change the title that appears above the legend If your legend includes items that are too long you can truncate long legend items at a specific number of characters For example if you want an ellipsis to appear at the end of each truncated legend item type in the Truncation text box Procedure 1 Select the chart object 2 In the Properties pane click Legend 3 To show the legend on the chart select the Show legend check box 4 To choose a preset legend position click Preset and click a
72. lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt lt 1234 gt Crosstab node 1 contains a single node member for the total This node refers to the data item Total Product line Crosstab node 2 contains a crosstab node member that refers to the data item Product line This member has a nested crosstab node containing a crosstab node member that refers to the data item Product type Crosstab node 3 contains a single node member for the average This node refers to the data item Average Product line Crosstab node 4 contains a crosstab node member that refers to the data item Order year This member has two nested crosstab nodes The first node contains a crosstab node member that refers to the data item Order month The second node contains a crosstab node member for the total This node refers to the data item Total Order month Crosstab nodes can be placed anywhere in the crosstab For example in the previous diagram you can drag Order month under Average Product line to create a row edge Create a Nested Crosstab Nest data in a crosstab report to compare information by using more than one data item in a column or row For example a report shows the number of sales by product line for the past fiscal year You decide to add a data item to further break down the numb
73. making copies of it response file An ASCII file that can be customized with the setup and configuration data that automates an installation The setup and configuration data would have to be entered during an interactive install but with a response file the installation can proceed without any intervention Rich Site Summary RSS An XML based format for syndicated web content that is based on the RSS 0 91 specification The RSS XML file formats are used by Internet users to subscribe to websites that have provided RSS feeds See also Really Simple Syndication 1 See Really Simple Syndication 2 See Rich Site Summary RSS score A number or ranking that expresses applicability in relation to a standard scorecard A collection of metrics representing the performance of one unit or aspect of an organization 234 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide scorecard structure The hierarchy of scorecards that reflects how an enterprise organizes its metrics security provider See Jauthentication provider selection based set A collection of individual items that the user has explicitly selected The items or members may be selected from one or more levels of the same hierarchy See also session The time during which an authenticated user is logged on set A collection of related items or members Members in a set may be specifically chosen or selected by one or more fil
74. of positions prior to member Syntax lag member index_expression Example 1 lag Tents 1 Result Cooking Gear Example 2 lag Tents 2 Result Packs lastChild Returns the last child of a specified member Syntax lastChild member 208 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Example 1 lastChild Cooking Gear Result TrailChef Utensils Example 2 lastChild By Product Line Result Golf Equipment lastPeriods Returns the set of members from the same level that ends with member The number of members returned is the absolute value of integer_expression If integer_expression is negative members following and including the specified member are returned Typically used with a time dimension This function appears in the Rolling and Moving Averages interactive sample report Syntax lastPeriods integer_expression member Example 1 lastPeriods 2 2006 Q 4 Result Returns the last two members from the level that ends with 2006 Q 4 2006 Q 3 2006 Q 4 Example 2 lastPeriods 3 2006 Q 4 Result Returns the last three members from the level that starts with 2006 Q 4 2006 Q 4 2007 Q 1 2007 Q 2 lastSibling lead Returns the last child of the parent of a specified member Syntax lastSibling member Example lastSibling Camping Equipment Result Golf Equipment Returns the sibling m
75. on a numeric data item do the following Select a numeric data item to determine the condition and click OK Click the new button and type a value to define a threshold The value appears in the Range column and two ranges are created For each range under Style click the edit button to define the palette entry fill type colors and angle and then click OK Repeat the steps above to add other conditions Tip Under Style pause the pointer over each range to see the condition produced for that range t To move a value above or below a threshold click the arrow button next to the value For example you insert a threshold value of five million By default the ranges are less than or equal to five million and greater than five million Moving the five million value above the threshold changes the ranges to less than five million and greater than or equal to five million 6 To customize the label for a conditional palette do the following Click Label beside the palette entry In the Conditional Palette Entry Label dialog box click Specified text and click the ellipsis button Type the default label text in the Label text box To add customized labels for other languages click the add button j select the other languages and click the language to define the customized label for that language 7 Specify the order in which to evaluate the conditions by clicking a condition and then clicking the move up or mo
76. on the Edit tab Note You cannot change the above member insertion and replacing behaviors when you have opened a widget from anIBM Cognos Business Insight workspace to edit it in Business Insight Advanced In this case double clicking a member drills down and replacing members replaces the entire edge When inserting members into a crosstab ensure that you insert members from the same hierarchy on only one of the crosstab edges If you insert members from the same hierarchy on both edges of the crosstab you may encounter unexpected results For example a report that uses members from years in the rows and Quarters in the columns is very difficult to read because the useful numbers are distributed over a large area of mostly blank cells Calculated members from the data source also appear in the source tree However calculated members in Microsoft SQL Server Analysis Services SSAS cubes do not appear in the list of descendants in the query If you want these calculated members to appear in a report or a prompt you must insert them explicitly Procedure 1 From the Source tab click the insert member with children button and select how to insert members 2 If you want to insert individual members instead of inserting members within a set click the insert individual members button B 3 Do one of the following e To insert a member above or below another member drag the new member above or below a cell A flashing black
77. properties are ignored with the following exceptions e Missing Value Characters e Zero Value Characters e Negative Pattern Be aware that some properties are locale sensitive Results The data formatting properties are applied If a data item contains values in multiple currencies but only a subset of those currencies have defined formats the default format for the locale you are working in is applied to values for which no format is specified Specifying the Number of Decimals in Numbers When specifying the number of decimals IBM Cognos Business Intelligence uses the IEEE 754 default rounding mode known as half even With half even rounding numbers are rounded toward the nearest truncated value unless both truncated values are equidistant in which case the value ending in an even digit is chosen as follows e If the digit immediately after the precision to be shown is greater than 5 the number is rounded up e If the digit immediately after the precision to be shown is less than 5 the number is rounded down e If the digit immediately after the precision is a 5 the number is rounded down when the preceding digit is even and rounded up when the preceding digit is odd For example the number 78 5 is rounded to 78 while the number 73 5 is rounded to 74 In addition if the maximum number of decimals is lower than the actual number of decimals in the number the number is rounded to the maximum number of decimals
78. report If you are using the dimensional reporting style use only the following techniques e Creating a context filter on e Limiting data to top or bottom values on page 134 e Filtering the members within a set on page 135 Drilling Drilling through by value Drilling through by member Drilling up and down Alternative Studios Query Studio Analysis Studio Chapter 2 Understanding Business Insight Advanced 17 Related concepts Chapter 7 Exploring Relational Data on page 93 Relational data is best represented by lists This data is organized in IBM Cognos Business Insight Advanced by query items Chapter 8 Exploring Dimensional Data on page 109 Dimensional data sources include OLAP and dimensionally modeled relational DMR data sources The Source tab in the content pane shows a member oriented view of the data Working in Business Insight Advanced To create reports in IBM Cognos Business Insight Advanced you must become familiar with the Business Insight Advanced environment including the user interface the basic report layout and setting options The User Interface The Business Insight Advanced user interface has a work area content and properties panes a page layers area and a context filter area to help you create reports The following shows the Business Insight Advanced user interface Page layers area Context filter area
79. root of numeric_expression Numeric_expression must be non negative Syntax sqrt numeric_expression Example sqrt 9 Result 3 subset Returns a subset of members in set_expression starting at index_expression1 from the beginning If the count index_expression2 is specified that many members are returned if available Otherwise all remaining members are returned Syntax subset set_expression index_expressionl index_expression2 Example 1 subset members great_outdoors company Products Products Product line 2 Result Returns the members of the Product line set starting at the second member Mountaineering Equipment Outdoor Protection Personal Accessories Example 2 subset members great_outdoors_company Products Products Product line 2 2 Result Returns two members of the Product line set starting at the second member Mountaineering Equipment Outdoor Protection substring Returns the substring of string_expression that starts at position integer_expression1 for integer_expression2 characters or to the end of string_expression if integer_expression2 is omitted The first character in string_expression is at position 1 216 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide tail Syntax substring string_expression integer_expressionl integer_expression2 Example substring
80. tee de a bo By Boece A HS BD a OS 2 aoe Bo mw amp 2a ea 93 mediam 4 gs amp boo Woe Goce 2b Eb ba Se eR ee De ES ae 4 8 aw 4 193 MINIMUM a wes a a OR ee Oe aw ee ew 194 standard deviation s w b m a ee ee 194 total 3 4 e 4 wow h amp Ae ae ee we a e w a gea a aoon G oe we e a a ao ae a 194 Vatlanee s e p 2 aA e aey e o amp og ho aw ho we we a a e oa a oe ba 8 es oa wo DOE Crosstab Chari Sumimaries 3 y Ga lt 2 Ss a oe Oa ee OE OE ee Pe ee a a QD aperegate a ds a 2 ob ee Bok og e a ee amp He ew 2 we ee es eo om oY Ee e TDD Average go fe Geb ob Bog GS aw A Bee be he he le oe a G ee Sb be oe 295 COUNTS ss sa a Se Bsa ce OG ek Ge a se Sh om es ee ee es ts a es ee L95 Maxina lt 3 ei er a ko k n ce ee oe A Ok ke BO Ok ee Oe vn 196 median s os Me we we we ew ee Ee a ow ee ee eH He ee a 196 Minimums a s g amp wos amp amp amp a Ba 2 ee wh 2 amp es w amp BH SB amp Gow ew ew oo 196 standard deviation 1 1 1 ee ee 196 total ae 45 oe oS Ao Ee 4 Gees BO Be ae wt Boe a we ee ee ee ot oe amp ot on ye 52196 Varlanice 2 amp bm 2 4 amp Oh Soe bb amp amp 2S b a OL es be ew So 4 4 2 42 oe 197 FUNCHONS 2455 e 2 amp tut ck ap we Ten Ge ae An eh a aaae AE a e a a a e i e an a a aa OZ abses e ome ne a eh a e PS as ete ee ee ee hee Oe n Oe a ete ven et te 97 ancestor s Jo r e w w p we we eR ee RR we Re we oe ee we a oe we Se e ae 197 bottomGount x e s m w
81. text of the label that appears next to a bar double click the text box beside the fill name and specify the text Creating a Conditional Palette in a Chart You can create a conditional palette to color data items in different ways depending on a condition For example in a column chart that shows revenue per month you want to make the columns for the months that have a revenue greater than 1000000 green You can also conditional styles to highlight exceptional data and use conditions to control the layout of your report Procedure 1 Select the chart series to which you want to apply the conditional palette 2 In the Properties pane click Conditional palette 3 Click the add button and click New Condition Chapter 5 Charts 71 4 If you want to create a conditional palette based on a string data item do the following Select the string data item to determine the condition and click OK Click the new button and select how to define the condition To select more than one individual value click Select Multiple Values and click the values To type specific values click Enter Values and type the values To specify your own criteria such as values that begin with the letter A click Enter String Criteria and specify the condition Under Palette Entry click the edit button beside the new condition Define the palette entry fill type colors and angle and click OK 5 If you want to create a conditional palette based
82. the appearance and behaviors of IBM Cognos Business Insight Advanced Tools Options Lay Out Report Pages You can divide your report pages into various layouts including two columns two rows and four quarters Your report objects then fit into the report sections Related tasks Lay Out Report Pages on page 145 You can divide your report pages into various layouts including two columns two rows and four quarters You can then drag report objects to the report sections Curly Brackets and Parentheses are Breakable When you run a report in PDF format curly brackets and parentheses no longer stay on the same line as the text before them IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide For example Products 2004 may now break to a new line between Products and 2004 Changed Features in Version 10 1 0 Listed below are changes to features since the last release Line break rules in PDFs have changed Line break rules for word wrapping in PDFs have changed slightly from the last release Brackets and parenthesis such as and are now treated as breakable For example in past releases the following string would be treated as a single non breaking string Boilers Steam In this release Boilers and Steam are treated as separate strings which might result in the following when the string occurs at the end of a line Boilers Steam Removed Features in Version 10
83. to create compound conditions that are grouped with AND or OR conditions For example you want to filter the columns Product line and Year in a report The specific data you want to retrieve is the quantity of Camping Equipment sold in 2010 and the quantity of Golf Equipment sold in 2009 To do this you must create a complex filter that combines several filter conditions Procedure 1 On the toolbar click the filter icon F 2 Click Edit filters 3 Click the new button select Combined and click OK 4 In the Create Filter window select the data item on which you want to filter and click OK 5 Under Condition select the type of condition you want 6 Under Values select your values If you filter numeric data select the type of filter condition that you want to create Specific values Comparison or Range 7 If you want users to be prompted when they run the report select the Prompt for values when report is run in viewer check box 136 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 8 If you want the filter to include null values select the Include missing values NULL check box 9 Click the operator that appears between the filters and click AND OR or NOT to combine them 10 Click the new condition button and specify a second filter condition 11 Click the operator that appears between the filters and click AND OR or NOT to combine them Editing filters You c
84. to improve the appearance of reports e The default size of worksheets is 65 536 rows by 256 columns Your IBM Cognos administrator can enable larger worksheets and change the maximum number of rows in a worksheet up to a maximum of 16 384 columns by 1 048 576 rows by using advanced server properties For more information see the IBM Cognos Business Intelligence Administration and Security Guide Excel 2002 produces reports that you can view in Microsoft Excel versions earlier than 2007 Excel 2002 format also offers the following benefits e Works with SSL protocol e Works with a single signon Secure reports can be accessed without subsequent signons because the system automatically identifies users and provides security information e Works with Netscape 7 01 e Spreadsheets are contained in a single file for reliable spreadsheet navigation e The maximum size of worksheets is 65 536 rows by 256 columns Chapter 3 Creating Reports 33 34 Related concepts Larger worksheet sizes for Microsoft Excel 2007 report outputs on page 3 IBM Cognos Business Intelligence now supports a larger worksheet size for report outputs exported in Microsoft Excel 2007 format Appendix B Limitations When Producing Reports in Microsoft Excel Format onl There are limitations when producing reports in Microsoft Excel format Producing a Report in XML Format XML report outputs save the report data in a format that conforms t
85. value Syntax valuel value2 or value when Works with the case construct You can define conditions to occur when the when expression is true Syntax case expression when end Constants A constant is a fixed value that you can use in an expression date Inserts the current system date date time Inserts the current system date and time interval Inserts a zero interval 000 00 00 00 000 number Inserts the number 0 which can be replaced with a new numeric value string Inserts an empty string as two single quotation marks between which you can type a string time Inserts the current system time time with time zone Inserts a zero time with time zone timestamp with time zone Inserts an example of a timestamp with time zone List Summaries This list contains predefined functions that return either a single summary value for a group of related values or a different summary value for each instance of a group of related values 192 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide aggregate Returns a calculated value using the appropriate aggregation function based on the aggregation type of the expression This function appears in the Budget vs Actual sample report in the GO Data Warehouse analysis package Syntax aggregate expression auto aggregate expression for all any expression expression aggregate expression for report average
86. want to pull out and click Explode Slice The slice is pulled away from the chart 2 To return the pulled out slice in the pie right click the pie chart object and click Remove Exploded Slices Customize a Bullet Chart After you create a bullet chart you can customize the shape color and size of the bullet and target indicators By default the bullet chart includes three gray colored regions in the background You can edit the colored regions Properties pane Colored regions 88 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 Select the bullet 2 To change the shape color and size of the bullet or target do the following e In the Properties pane click Bullet indicators e Under Bullet specify how to show the bullet The Bar width setting specifies the width of the bullet bar as a percentage of the space available For example if you specify 50 percent the bar uses half of the space available If you specify 100 percent the bar uses all the available space e Under Target specify how to show the target 3 To change the chart orientation in the Properties pane under Chart Orientation select Vertical or Horizontal Related tasks Add Colored Regions to a Chart on page 73 You can define colored regions in the body of a chart Chapter 5 Charts 89 90 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 6 Lists Use li
87. your chart has lines or markers under Style set the marker shape line style and line weight 9 To choose a color and transparency for missing or null values under Missing Values click Color and type a value in the Transparency box Create a Donut Chart from a Pie Chart You can add a hole to the middle of your pie chart to create a donut chart You can then display something in the hole such as a company logo a calculation or the legend Chapter 5 Charts 87 Procedure 1 Select the pie chart object 2 In the Properties pane set the Hole size property to the percentage of the pie that you want the hole to take up Tip You can select a value from the Hole size list or type a value that is not listed Pull Out Pie Slices in a Pie Chart You can highlight pie slices by pulling them out from the rest of the pie Because the pie slices represent data items if you replace or delete the data item the slice is no longer pulled out and returns in the pie For example the following chart shows revenue by product line with the Outdoor Protection slice pulled out Camping Equipment 1 589 040 000 Golf Equipment 726 411 000 Mountaineering Equipment __ 409 660 000 Outdoor Protection 75 994 300 Personal Accessories 1 885 670 000 f Product line I Camping Equipment E Golf Equipment Mountaineering Equipm E Outdoor Protection I Personal Accessories Procedure 1 Right click the pie slice that you
88. 00 000 000 80 000 000 60 000 000 40 000 000 20 000 000 Product line Column charts can plot data using 100 percent stacked and configurations Line Charts Line charts are useful for showing trends over time and comparing many data series Line charts plot data at regular points connected by lines It is best not to use stacked line charts because they are difficult to distinguish from unstacked line charts when there are multiple data series The following example shows a rising revenue trend in every territory Chapter 5 Charts 47 28 000 000 Sales territory Americas 24 000 000 F Asia Pacific Central Europe Northern Europe 20 000 000 Southern Europe g 16 000 000 12 000 000 8 000 000 4 000 000 2004 2005 2006 Order year Line charts can plot data using standard stackea 100 percent stacked and hres dimensional hree dimensional configurations Pie Charts Pie charts are useful for highlighting proportions They use segments of a circle to show the relationship of parts to the whole To highlight actual values use another chart type such as a stacked chart Pie charts plot a single data series If you need to plot multiple data series use a 100 percent stacked chart Reports in PDF or HTML format show a maximum of 16 pie or gauge charts If you need to see more run the report in Microsoft Excel spreadsheet software Single Sheet format and they all appear in the repo
89. 03 Syntax descendants member set_expression level distance self before beforewithmember after Example 1 descendants great_outdoors_company Products Products Products great_outdoors_company Products Products Product type Result Returns the set of descendants of the Products set at the Product type level Note great_outdoors_company Products Products Products is the root member of the Products hierarchy Cooking Gear Sleeping Bags Packs Tents Eyewear Knives Watches Example 2 descendants great_outdoors_company Products Products Products 1 Result Returns the set of descendants of the Products set at the first level Camping Equipment Golf Equipment Mountaineering Equipment Outdoor Protection Personal Accessories Example 3 descendants great_outdoors_company Products Products Products 3 before Result Returns the descendants of the Products set before the third level Camping Equipment Cooking Gear Sleeping Bags Packs Tents Eyewear Knives Watches Example 4 descendants great_outdoors_company Products Products Products 2 self before Result Returns the set of descendants of the Products set before and including the second level Camping Equipment Cooking Gear Sleeping Bags Packs Tents 204 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide except Ey
90. 1 0 Business Insight Advanced User Guide Pareto Charts Pareto charts help you to improve processes by identifying the primary causes of an event They rank categories from the most frequent to the least frequent These charts are frequently used for quality control data so that you can identify and reduce the primary cause of problems Pareto charts include a cumulation line which shows the percentage of the accumulated total of all the columns or bars You can create before and after comparisons of Pareto charts to show the impact of corrective actions These charts are not supported for Microsoft Excel output The following example shows that the most frequent reason for product returns is unsatisfactory product 100 90 Product line E Mountaineering Equipment E Outdoor Protection E camping Equipment Golf Equipment E Personal Accessories E Cumulation Return quantity Reason description You can also create Pareto charts using horizontal bars Progressive Column Charts Progressive column charts also knows as waterfall charts are like stacked charts with each segment of a single stack displaced vertically from the next segment Progressive column charts are useful for emphasizing the contribution of the individual segments to the whole These charts are not supported for Microsoft Excel output The following example analyzes the contribution of each product line to revenue Chapter 5 Charts 57
91. 1 495 891 100 9 1 117 336 274 07 4 686 775 768 85 19 May 10 1 9 00 59 AM x Page navigan 18 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide We recommend that you use a screen resolution of at least 1024 by 768 pixels The Work Area The work area contains the crosstab that you use to create your report By default you see live data as you create your report You can switch to design Work in in mode where you see only placeholder data For more information see Preview or Design Mode on page 20 Content Pane The content pane contains objects that you can add to a report You add objects to a report by dragging them to the work area Note You can reposition the content pane to the left of the screen Tools Options View tab You cannot reposition the pane when you have opened a widget from a IBM Cognos Business Insight workspace to edit it in Business Insight Advanced Source tab The Source tab of the content pane contains items from the package selected for your report such as data items and calculations The source tree presents a dimensional view of your data organized into dimensions hierarchies levels and measures For more information see Chapter 8 Exploring Dimensional Data on page 109 By default the maximum number of items shown in the source tree is 50 Your administrator may set a different value for optimum performance depending on the size of the dat
92. 109 running reports against 32 dimensional reporting best practices 15 summarizing data 124 dimensionally modeled relational data sources 109 limitations when aggregating measures 128 238 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide dimensions 29 overlapping named set levels 182 Don t Print class 156 drill options creating drill up drill down reports 138 drilling on members 132 drop shadows 142 adding to charts 73 E empty cells specifying what appears for empty data containers 155 suppressing in dimensional reporting 122 suppressing in relational reporting 106 error messages OP ERR 0201 182 errors troubleshooting error cells in reports 128 escape characters in calculations in dimensional reporting 130 in calculations in relational reporting 97 Excel 2000 format deprecation notices 11 extended data items 137 external data supported data sources 3 F facts 29 fills 142 adding to charts 73 filtering members in a set 135 to top or bottom values 134 using context filters 134 using slicers 134 filters adding simple filters 102 based on data items not in the report 105 combining 105 137 combining conditions 104 136 dimensional data 132 editing 105 137 floating point numbers 132 floating objects 151 floating point numbers filtering 132 fonts specifying for reports 140 footers adding 139 footers and headers showing or hiding 21 foreground colors 140 formatting disappearing i
93. Cognos Connection When modelers or report authors specify properties these properties override user preferences and risk creating inconsistent formatting for users of other cultures It is usually much easier and safer to let Business Insight Advanced take care of formatting For example for the date format type different regions use different characters to represent the date separator If you specify a date separator you may confuse users in other regions The following data formatting properties are locale sensitive e Currency Symbol Position e Date Separator e Date Ordering e Calendar Type Time Separator e Display AM PM Symbols e Clock e Decimal Symbol e Negative Sign Position e Thousands Separator e Group Size digits e Secondary Group Size digits e Missing Value Characters e Zero Value Characters e Pattern e Negative Pattern Suppress Empty Cells in Dimensional Reporting Sparse data may result in crosstabs showing empty cells For example a crosstab that matches employees with products results in many rows of empty values for the revenue measure if the employee does not sell those products You can suppress rows columns or rows and columns based on divide by zero missing and overflow values Suppressing rows or columns without data gives you a more concise view or your report Calculations are performed before suppression is applied If you have multiple crosstabs or charts you must select o
94. Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Syntax variance expression auto variance expression for all any expression expression variance expression for report Example variance Product Cost Result Returns a value indicating how widely product costs vary from the average product cost Crosstab Chart Summaries This list contains predefined functions that return either a single summary value for a set of members or a different summary value for each member of a set of members aggregate Returns a calculated value using the appropriate aggregation function based on the aggregation type of the expression Syntax aggregate lt currentMeasure numeric_expression gt within set set_expression aggregate lt currentMeasure numeric_expression gt within lt detail aggregate gt expression average count Returns the average value of the selected data items Syntax average lt currentMeasure numeric_expression gt within set set_expression average lt currentMeasure numeric_expression gt within lt detail aggregate gt expression Example average Sales Result Returns the average of all Sales values Returns the number of selected data items excluding null values Syntax count lt currentMeasure numeric_expression gt within set set_expression count lt currentMeasure numeric_expression gt within lt d
95. Content pane Structure Data Style Runw Tool ap Y RBR 2 F E DENB me H la io h ey l a ete 6a v ER GO Data Warehouse analysis SERE D oie lap E E TEN E Se RS PGR Wes SiR apache erp Smee pair a eran E E E talk pe Ae tea OR ED ee EER b CORR analysis 600 000 000 Products v amp Sales and Marketing analysis E Camping Equipment b Advertising H Outdoor Protection b Inventory 500 000 000 o Personal Accessories b C3 Product forecast E Golf Equipment E Mountaineering Equipment b Cy Product survey 400 000 000 b Product survey target Promotion s b Promotion Plan 300 000 000 b C Retailer survey a b O Retailer survey target 200 000 000 b C Returned items 3 Source 100 000 000 o 9x Data format 2004 2005 2006 2007 Time Border Revenue 2004 2005 2006 2007 Ez Camping Equipment 332 986 333 06 402 757 573 17 500 382 422 83 352 910 329 97 1 589 036 664 03 dd Padding Outdoor Protection 36 165 521 07 25 008 574 08 10 349 175 84 4 471 025 26 75 994 296 25 adis Personal Accessories 391 647 093 61 456 323 355 9 594 009 408 42 443 693 449 85 1 885 673 307 78 amp Backg PES ackground color Golf Equipment 153 553 850 98 168 006 427 07 230 110 270 55 174 740 819 29 726 411 367 89 Mountaineering 107 099 659 94 161 039 823 26 141 520 649 7 409 660 132 9 Equipment A Foreground color 914 352 803 72 1 159 195 590 16
96. For information about the last four options see the IBM Cognos Connection User Guide or the IBM Cognos Administration and Security Guide Procedure From the Run menu click Run Options and select the Include accessibility features check box Add Alternate Text to Images and Charts You can add alternate text for images maps and charts to make your reports accessible When a screen reader encounters one of these objects it reads the alternate text that you added to the object You can add translations for the text to support users in multiple languages When users run a report IBM Cognos Business Intelligence uses the alternate text in the appropriate language If you use images only for visual spacing in your report leave the Alternate Text property empty Procedure 1 Select the image or chart object 2 In the Properties pane click the select ancestor button and select the Image Map or chart object Double click the Alternate Text property Select Specified text and click the ellipsis button In the Default text box type a description for the object and click Add In the Languages dialog box select the languages that apply to your text Double click a language and type the translation of the text for each language ONDAY From the Run menu click Run Options and select the Include accessibility features checkbox Add Summary Text to Tables You can provide summary text for crosstabs lists repeater table
97. OLAP data source as a list or by an expression Predefined sets can be used in analysis and report authoring See a d set product locale The code or setting that specifies which language regional settings or both to use for parts of the product interface such as menu commands project 1 In Metric Studio a task or set of tasks undertaken by a team and monitored on a scorecard A project tracks dates resources and status 2 In Metric Designer a group of extracts Each extract contains the metadata that is used to populate the Metric Studio data store or to create applications Glossary 233 prompt A report element that asks for parameter values before the report is run properties pane Within a studio a pane that provides an overview of the properties for selected data The properties pane can also be used to make several changes and apply them at the same time instead of repeating several different commands publish In Cognos BI to expose all or part of a Framework Manager model or Transformer PowerCube through a package to the Cognos server so that the data can be used to create reports and other content Q query The simple report specifications created and edited by Query Studio query item A representation of a column of data in a data source Query items may appear in a model or in a report and contain a reference to a database column a reference to another query item or a calculation
98. Reporter Version 10 1 0 Business Insight Advanced User Guide data source The source of data itself such as a database or XML file and the connection information necessary for accessing the data data source connection The named information that defines the type of data source its physical location and any sign on requirements A data source can have more than one connection data tree Within a studio a structure that contains objects such as query subjects query items dimensions levels and members A data tree is used as a palette of the available data that can be inserted into calculations filters display areas and other authoring gestures deployment The process of moving an application such as a report or model to a different instance For example reports are often created in a test environment and then deployed to production When an application is deployed it is exported transferred and imported deployment archive A file used for deployment A deployment archive contains the data from the content store that is being moved deployment specification A definition of what packages to move deploy between source and target environments the deployment preferences and the archive name Deployment specifications are used for import and export derived index A calculated metric that provides a status and a score based on other metrics details based set A set based on an item and its immediate deta
99. Returns the average value of selected data items Distinct is an alternative expression that is compatible with earlier versions of the product Syntax average distinct expression auto average distinct expression for all any expression expression average distinct expression for report Example average Sales Result Returns the average of all Sales values count Returns the number of selected data items excluding null values Distinct is an alternative expression that is compatible with earlier versions of the product Syntax count distinct expression auto count distinct expression for all any expression expression count distinct expression for report Example count Sales Result Returns the total number of entries under Sales maximum Returns the maximum value of selected data items Distinct is an alternative expression that is compatible with earlier versions of the product Syntax maximum distinct expression auto maximum distinct expression for alllany expression expression maximum distinct expression for report Example maximum Sales Result Returns the maximum value out of all Sales values median Returns the median value of selected data items Appendix C Calculation components 193 Syntax median expression auto median expression for all any expression ex
100. Syntax firstSibling member Example 1 firstSibling Outdoor Protection Result Camping Equipment Example 2 firstSibling Camping Equipment Result Camping Equipment floor Returns the largest integer that is less than or equal to numeric_expression Syntax floor numeric_expression Example 1 floor 3 22 Result 3 Example 2 floor 1 23 Result 2 head Returns the first index_expression elements of set_expression The default for index_expression is 1 Syntax head set_expression index_expression 206 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Example 1 head members great_outdoors_ company Products Products Product line Result Camping Equipment Example 2 head members great_outdoors_ company Products Products Product line 2 Result Returns the top two members of the Product line set Camping Equipment Mountaineering Equipment hierarchize Orders the members of set_expression in a hierarchy Members in a level are sorted in their natural order This is the default ordering of the members along a dimension when no other sort conditions are specified Syntax hierarchize set_expression Example hierarchize set Golf Equipment Mountaineering Equipment Camping Equipment Result Returns Camping Equipment Golf Equipment Mountaineering Equipmen
101. The Business Insight Advanced user interface concentrates on exploring data As a result the default behavior of some actions has changed For example double clicking an item now drills down and when inserting members you now insert sets by default You can open Business Insight Advanced two different ways e from a Business Insight workspace to perform advanced editing of a report Do More e from either the Launch menu in IBM Cognos Connection or from the Welcome page Author Business Reports 4 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide If you prefer to use the defaults from version 8 4 you can configure Business Insight Advanced to behave like the Report Studio Express authoring mode Tools Options Related concepts Tips for Report Studio Express Authoring Users on page 173 IBM Cognos Business Insight Advanced is both an extension of and a replacement for IBM Cognos Report Studio Express authoring mode which allowed financial analysts to create statement style reports The Report Studio Express authoring mode allowed you to create only crosstabs with dimensional data sources with no relational or charting support Enhancements to the User Interface Business Insight Advanced features an enhanced user interface including a new modern skin Full and Dimensional only Views of Data Tree When working with dimensional and mixed model data sources you can switch between viewi
102. Tip To view the available chart types from the toolbar click the insert chart button and click More You can also view the available chart types by adding a Chart object from the Toolbox tab to an existing report Using Legacy Report Studio Charts IBM Cognos Business Insight Advanced includes a default chart technology that is different than the legacy chart technology used in Report Studio as of version 10 1 0 You can continue to work in Business Insight Advanced with IBM Cognos Report Studio reports that use the legacy chart technology if you set the Use legacy chart authoring option You can also convert a legacy chart to a new default chart Related tasks Convert Charts From One Type to Another on page 65 This procedure applies to converting charts from one type for example a bar chart to another type for example a line chart It also applies to converting charts from the legacy Report Studio charts to the current default charts Creating Charts Before creating charts review the available chart types to select the best chart for your needs Also review the chart elements that make up charts Tip To view the available chart types from the File menu click New and then double click the chart icon mi You can also view the available chart types by adding a Chart object from the Toolbox tab to an existing report To create charts drag data items from the Source tab to the measures data series and categorie
103. V The item is included in the output e XML The item is included in the output An alternative way to consistently exclude a report object from HTML PDF and Microsoft Excel output is to set the Box Type property for the object to None CSV and XML report outputs will still contain the object Modifying the Default Layout Style Sheet In addition to modifying classes in a report you can create and modify classes that will apply to all reports Default styles are stored in a style sheet named GlobalReportStyles css For information about modifying the style sheet see the IBM Cognos Business Intelligence Administration and Security Guide or contact your administrator Chapter 9 Formatting Reports 157 158 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 10 Managing Existing Reports You can save existing reports on your computer copy them to the clipboard or open them from the clipboard and update them when your data package changes Open and Save a Report on Your Computer By default the reports you create are stored on the IBM Cognos Business Intelligence server You can however open and save reports on your computer Opening and saving reports on your computer is useful when you want to send a report to a report author who is working in a different environment or save the report to a source code controlled directory on a local network or drive You cannot open and save a report
104. a amp kod we Ge ee ek we a ee me Gm Hew Re Goce g a we o 298 bottomPercent 2 e a b w w ew 198 bOHOMSUMY lt a Soe o a u a Be ks A Ok ee oe a ow a ow a a a amp be a a 19S CaApUON e de amp be 2 2 amp Be be he Re Peed ee Ge oe a Le oe 199 GaSts s m ie a wah Me Sut ees Oe ee te ae oe Ge ee ee ne a Se ue a ee Soe a a OD Ceiling oy he ae oh we es ee ee oe ee ee ee ee ee 200 children gt lt s s ee 200 closingPetiod esos a s Boe le oa oe aot y ee ee Re e e ee Be aa e ae a 200 COUSIN e a a aie en G b aoe oe y amp a a a e e 2 bw Goa b we a a Ae 6 a e 201 completeTupl s s os oo mo s Boe Ro oe p oa eod a aos a ow ee o a oe a w e 20l Gurrent dat zo 4 amp 4 06 de w am mH ae bee eR Ee Soa a e a eR a o a e a 202 currentMember lt s s s s s d g e aor a Pa ee a atoa a a 202 curent Umestamp 2 2 4 a oe a oe ace E eee a e e a oe a a 2208 defaultMember 2 2 1 a a ee 208 descendants s ss s a w a cee ck a gt aoe Ym ae cee ae ee A A oe me Bw ob ew aoe ey we amp 4 208 OXCEDE si ad ay ek ee a Oe ee Ce OE ae He a A eR Gs ee 205 exthaCte E se a Me lt b ce a HR oe ee Cho ct OR RCRA ROR amp A cw we amp me ae oe e205 filtee 4 4 e 4 4 BAB 6 ee we He toe Bee RE goe SB A OE ee eR we ee w 6 205 firstGhilds s s cs amp wa ou ee de Ge We ta ue ce BY eR EL Ss ae ou Se ee ye dh ae sh oe He es DOD firstoIDlNn ge Sc x Se eh es a eee 2B FOOL eo so e Boe b amp By Bow BR Aik te
105. a source For more information about inserting items from the source tree into your report see Add Data to a Report on page 28 Toolbox Tab The Toolbox tab of the content pane contains a variety of objects such as text and graphics that you can add to your report For more information about inserting objects from the Toolbox tab into your report see Insert Other Objects on page 143 Search Tab The Search tab of the content pane contains the results when you perform a search for members You can insert the members found in a search directly into a report Note the Search tab only appears after a search for a member has been run For more information see Search for a Member on page 111 Chapter 2 Understanding Business Insight Advanced 19 20 Properties Pane The Properties pane shows the formatting for an object in a report You can change the formatting properties by using either the toolbar or the Properties pane If you prefer using the Properties pane you can click Hide Style Toolbar to hide the toolbar buttons that control object formatting Note You can reposition the Properties pane to the left of the screen Tools Options View tab You cannot reposition the pane when you have opened a widget from a Business Insight workspace to edit it in Business Insight Advanced Page Layers Area Use the Page layers area to create sections or page breaks in a report to show values for each member on a s
106. a standard column chart that plots regional sales emphasizes the actual value that each region achieves in sales Standard charts plot the actual value of each data series from a common axis When you create charts using multiple data series you can distinguish each series by the color or pattern of its data marker Related data series are shown together in clusters for easy comparison In standard area and radar charts that have multiple data series the colored areas that represent lower values might be covered by the larger colored areas that represent higher values Use the stacked configuration for area and radar charts with multiple data series The following example shows the revenue values for each product line within each territory 40 000 000 Product line El Camping Equipment E Golf Equipment O Mountaineering Equipment E Outdoor Protection E Personal Accessories x 35 000 000 30 000 000 C2 xm 25 000 000 cx x2 x2 20 000 000 Revenue TOTO Oe 15 000 000 cx Oe Cx CA 10 000 000 x2 Cx cx cx e 0 4 rz I A O S fs x cx cx 5 000 000 e TZ Ko C K E gt Sales territory Stacked Charts Stacked charts are useful for comparing proportional cont
107. a to previous year data You want to suppress zeros in the report to make the report more concise You use the zero suppression tool to set the level of suppression Procedure 1 Open the Sample Outdoors Company Balance Sheet as at Dec 31 2006 report 2 From the Data menu click Suppress and click Suppression Options Under Suppress the following click Rows and columns w 4 Under Suppress the following type of values select the Zero values check box 5 Run the report Rows and columns containing zeros are hidden 122 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Year to date USD 000 s 2006 Actual results in USD 2005 Actual results in USD December December Assets total 4 353 363 798 3 804 483 176 Current assets total 2 336 392 807 2 139 066 575 Operating assets total 1 778 012 688 1 484 257 572 Other assets total 238 958 303 181 159 029 Liabilities total 1 602 289 213 1 754 874 006 Current liabilities total 1 144 967 294 1 206 574 775 Long term and other liabilites total 457 321 919 548 299 231 Equity total 2 751 074 586 2 049 609 170 Common stock 719 183 000 749 178 000 Other capital 69 921 200 183 898 457 Retained earnings net 1 961 541 522 1 116 128 225 Currency translation gain or loss 428 864 404 488 Summarize Dimensional Data Summarize data in your reports to obtain a total count ave
108. achments IBM Cognos Business Intelligence can send Microsoft Excel reports in HTML and XML format by email However you cannot open them directly from the email message Save the Excel email attachments to your computer and view them from there Cell Height and Width Are Incorrect The width and height of cells that contain data with curly brackets or parentheses may appear incorrectly This is because the Microsoft Excel spreadsheet software uses different word wrapping algorithms than IBM Cognos Business Intelligence 190 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Appendix C Calculation components You can build calculations or expressions in the expression editor using the components that are defined in this section Operators Operators specify what happens to the values on either side of the operator Operators are similar to functions in that they manipulate data items and return a result Identifies the beginning of an expression Syntax expression Identifies the end of an expression Syntax expression Multiplies two numeric values Syntax valuel value2 Separates expression components Syntax expression parameterl parameter2 Divides two numeric values Syntax valuel value2 Adds two numeric values Syntax valuel value2 Copyright IBM Corp 2005 2012 191 Subtracts two numeric values or negates a numeric
109. ad of actual data from the data source For more information about design mode filters see the IBM Cognos Framework Manager User Guide Language The content language sets the preferred language for the data IBM Cognos Viewer dates and so on Rows per page Specifies the number of rows to appear on each page Prompt Select to be prompted for each prompt defined unless the prompt is defined in a report page If you clear the check box you are prompted only if the report cannot run without user intervention For example if a report has a single parameterized filter that is optional you are not prompted when you run the report Chapter 3 Creating Reports 31 32 Option Description Include accessibility features Specifies whether accessibility features such as alternate text on images and charts and summary text in tables are included in the report output For more information about how to create accessible reports see Considerations to Improve Report Accessibility on page 221 4 From the Run menu click one of the options to produce the report in the format you want You can produce a report in HTML PDF various Microsoft Excel formats KML and Results The report runs in IBM Cognos Viewer Once the report has finished running you can run the report again in the same format or in a different format If you run the report again in CSV or XLS format
110. age 111 By default when you insert members from the source tree into your report with IBM Cognos Business Insight Advanced members are inserted with their children and are inserted as sets You can change how members are inserted For example you may want to insert a member without its children or insert only the member s children Expanded Tooltips Business Insight Advanced now features expanded tooltips for toolbar buttons The expanded tooltips include a title for the button and a description of what the button does To see a tooltip pause the pointer over a button in the toolbar Sorting Buttons Combined A v You can now access all the sorting options from the same sort button ESI The options that appear when you click this button depend on your data source Related tasks Sorting relational data on page 99 You can sort items to view them in your preferred order Sort Dimensional Data on page 117 You can sort items to view them in your preferred order For example if your bar chart shows revenue for each product line by sales region you can display product lines from the most revenue to the least across the x axis New Report Style Business Insight Advanced includes a new report style with updated colors and gradients By default new reports appear in the new report style Related concepts Modifying Report and Object Styles on page 155 Objects in reports are assigned a Cascading Style Sheet
111. also set PDF page options in IBM Cognos Connection For more information see the IBM Cognos Connection User Guide Note You cannot set PDF page options when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced Procedure From the report actions button EA click PDF Page Setup set the page options that you want and then click OK IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Naming report objects for Business Insight workspaces Provide a name for list crosstab and chart report objects so that they can easily be identified when added in an IBM Cognos Business Insight workspace When building a workspace in IBM Cognos Business Insight business users can insert an entire IBM Cognos Business Insight Advanced report or only insert an individual list crosstab or chart from a report By default Business Insight Advanced gives each list crosstab or chart in a report a default name such as List 1 Crosstab1 Chart1 and so on In Business Insight these names appear in the Content tree To help business users recognize the report objects rename them to something more meaningful Procedure 1 Select the list crosstab or report 2 In the Properties pane double click the Name property 3 Type a name that describes the report object Recommendation Creating Financial Reports When creating a statement style or financial report we r
112. alysis package The relational reporting style is similar to report authoring in IBM Cognos Query Studio Dimensional reporting style The dimensional reporting style consists of measures and members from different hierarchies arranged in a crosstab with cell values at the intersections You focus the data with set expressions that navigate from specific members in the hierarchy and summarize with set summaries To see an example of dimensional style reporting with dimensional data see the GO Balance Sheet as at Dec 31 2006 sample report in the GO Data Warehouse analysis package The dimensional reporting style is similar to report authoring in IBM Cognos Analysis Studio Guidelines for each reporting style This user guide is divided into relational and dimensional reporting sections so that you can follow the best practices for using this product with the reporting style that you have chosen The following table outlines the best practices for both reporting styles Item Relational reporting Dimensional reporting Report type Lists Crosstabs Crosstabs pivoted from lists Charts created from scratch or from crosstabs Charts created from lists Data tree The view will include the The view will include the following following package package folder namespace fact measure dimension folder hierarchy level level attribute member namespace query subject query item measure level
113. an specify whether filters are mandatory and whether to apply them before or after automatic aggregation Procedure 1 On the toolbar click the filter button 2 Click Edit filters 3 To edit an existing filter select the filter that you want to edit and click the edit button Tip Click the new button to add new filters 4 To specify whether the filter is mandatory in the Usage box select an option 5 To specify whether to apply filters before or after automatic aggregation in the Application box select an option Removing filters You can remove a single filter or all filters for your report if they are no longer needed Procedure 1 On the toolbar click the filter icon F 2 To remove all the filters in your report click Remove all filters 3 To remove a single filter click Edit filters 4 Select the filter that you want to remove and click the delete icon x Extended Data Items Extended data items differ from the traditional expression based text strings by enabling you to view details select sets sort sets and apply contextual calculations You can do the following with extended data items that are not available with traditional data items e View details You can select an extended data item and then from the Data menu click Data Properties to see where the data item appears in the package and in the report queries e Select member sets Chapter 8 Exploring Dimensional Data 137 Y
114. anced to behave like the Report Studio Express authoring mode Tools Options Below is a list of changed behaviors Action Behavior in Report Studio Express Authoring Mode version 8 4 Behavior in Business Insight Advanced version 10 1 0 Double clicking a data item for dimensional data sources Also applies to Report Studio Inserts children Drills down You can change the behavior of double clicking a member Tools Options Edit tab Double click on member action Inserting members from the data tree for dimensional data sources Inserts individual members not in sets Inserts the member and its children and creates a set To change how members are inserted in the Source tab click the insert member with children button and select how to insert member To toggle between adding individual members and creating sets for members in the Source tab click the create sets for members B button Location of the content pane Content pane is on the left side Content pane Insertable Objects is on the right side You can move the pane to the left side Tools Options View tab Position pane on the right requires restart IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Upgrading Report Styles IBM Cognos Business Intelligence Version 10 1 0 and later includes a new default report style with up
115. and enter the From and To values If you do not want a group name to appear for remaining values select Do not show remaining values Clicking this option will produce empty cells for remaining values If you want the group name for remaining values to match each value select Use each remaining value as a group name If you want to specify your own group name for all remaining values select Group remaining values into a single group and type the name that you want If you are adding custom groups in a list under New data item name select either the default data item name or type a new data item name Combining filter conditions You can combine two or more filter conditions to do more complex filtering Combined filters allow you to create compound conditions that are grouped with AND or OR conditions For example you want to filter the columns Product line and Year in a report The specific data you want to retrieve is the quantity of Camping Equipment sold in 2010 and the quantity of Golf Equipment sold in 2009 To do this you must create a complex filter that combines several filter conditions Procedure On the toolbar click the filter icon F Click Edit filters Click the new button select Combined and click OK In the Create Filter window select the data item on which you want to filter and click OK Under Condition select the type of condition you want Under Values select your values If you filt
116. appear With SSAS 2005 Cubes Microsoft SQL Server 2005 Analysis Services SSAS has a feature called AutoExists that removes tuples that have no facts at the intersection of two hierarchies of the same dimension Appendix A Troubleshooting 183 Columns rows or data can disappear if you set the default member of a hierarchy to a member that does not exist with every other member in the dimension To avoid this problem change the default member that caused the disappearance to a member that exists with all other members in the dimension Columns rows or data can also disappear if members are specified that result in one or more non existent tuples There is currently no workaround for this scenario For more information see Microsoft Knowledge Base article 944527 at http support microsoft com You may also encounter unexpected results if the default member of a hierarchy is a member that doesn t also exist in all other hierarchies in the dimension and if you query members from different hierarchies in the same dimension For example a crosstab includes the following using the Adventure Works cube e Rows Generate Adventure_Works Account Accounts set Balance Sheet Units nested with children Adventure_Works Department Departments gt YK Department Departments amp 1 e Column Adventure_Works Account Account Number Account Number e Measure Adventure_Works Measures Amount You
117. are some of the reports found in the GO Data Warehouse analysis package Promotion Success This report shows the financial results of the company s promotional campaigns including how much of the company s total revenue is attributable to each promotional campaign This report can be used as an existing report for the external data sample files This report uses the following features e lists e grouping e summarizing e text items e tables e custom headers and footers Retailer sales target This report shows sales targets by year and retailer site This report can be used as an existing report for the external data sample files This report uses the following features e lists e foreground colors e font sizes e custom headers Samples in the GO Data Warehouse query Package The following reports are some of the reports found in the GO Data Warehouse query package Employee Expenses by Region This report shows the employee expenses result by regions This report can be used as an existing report for the external data sample files This report uses the following features e lists e grouping 178 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e custom footers Returns by Product Brand This report provides information about the returned items situation by returns reason and product brand This report can be used as an existing report for the external data sample files
118. asures drop zone Results When you run the report a crosstab is produced that has only one edge Chapter 4 Crosstabs 41 Swap Columns and Rows Swap columns and rows to look at information from a different perspective This may help you discover high and low points in the data that you hadn t previously noted You can only swap columns and rows in a crosstab or chart In a chart you swap the x and y axes Procedure From the toolbar click the swap rows and columns button Eg Results In the report the rows become the columns and the columns become the rows Change a List into a Crosstab 42 Change a list into a crosstab to view your data from a different perspective Procedure 1 Click the columns to appear as columns or nested columns in the crosstab 2 From the Structure menu click Pivot List to Crosstab Results The list becomes a crosstab with the columns you selected in step 2 appearing as columns and nested columns The unselected columns except for measures appear as rows and nested rows If you have one measure it becomes the cells of the crosstab If you have more than one measure they appear as columns Tip To make all measures appear as rows swap columns and rows IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 5 Charts You can use IBM Cognos Business Insight Advanced to create many chart types such as column bar area and line charts
119. ation see Add Background Effects to a Chart Object on page 72 Enable drilling up and down in a chart when working with dimensional data sources From the Data menu click Drill Options Drilling up and down allows you to view more general or more detailed information on your data within a predefined dimensional hierarchy For more information see Create a Drill up and Drill down Report on page 138 Procedure 1 Select the chart object 2 To change specific chart objects such as a title or axis select the object itself from the Select a chart object menu below the chart 3 In the Properties pane set the property value An ellipsis button indicates that a dialog box provides further options Note You might have to scroll to see all the properties Resize a Chart You can change the size of a chart by changing its height and width in the Properties pane or by dragging the resize handle in the lower right corner of the chart Procedure 1 Select the chart object 2 Click the resize handle in the lower right corner of the chart EA and drag it to the desired size Use Shift drag to maintain the aspect ratio of the chart 3 To cancel the resize press the Esc key Add Titles to a Chart You can add or change the titles for the chart legend and axes You can add text titles that are descriptive such as Revenue by product line in 2005 You can use data items as t
120. ation is performed on the reliably summarized values If you need to create more complex expressions use Report Studio Create a Simple Member Calculation When working with dimensional data sources you can select members in your report and create simple calculations In addition to simple arithmetic calculations you can perform numeric string date and time and interval calculations The following table defines the available numeric calculations Calculation Description data item When you select one numeric data item inserts the negative of the current value Absolute For numeric data items inserts the absolute value Round For numeric data items inserts a number rounded to the nearest integer Round up For numeric data items inserts a number rounded to the nearest integer 126 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Calculation Description Round down For numeric data items inserts a number rounded to the integer closest to zero Rollup Summarizes or rolls up all the values in a hierarchy Calculates the value of the first item selected as a percentage of the second item Difference Calculates the difference between two items as a percentage Of Base Takes the first selected member from edge A and the second selected member from edge B The calculation result of a percent of base compare all of the values
121. atterns used in the columns lines data markers or areas in a chart For example if Telephone is the first in a data series of order methods and you want it to appear in blue use the palette to make the first item in the series blue You can also apply background effects to chart objects or change the colors of specific objects If specified the default color is used for outputs that do not support the palette definition For example if the palette is defined to use a radial rectangle gradient and you run the report as PDF output the default color is used because radial rectangle gradients are not supported in PDF output Note Progressive charts have a separate set of steps Procedure 1 Select the chart object For combination charts select the bar line or area objects 2 To choose a preset color palette on the style toolbar click the chart palette presets button and then click a palette 3 To change the existing color palette do the following a In the Properties pane click Palette b On the Entries tab click the palette entry that you want to change c Under Fill select fill type color transparency and other fill settings The options in the Fill type list depend on the chart type you are using Chapter 5 Charts 69 70 Linear Gradient displays a gradient that changes color horizontally You can specify the position of each color in the gradient and add or remove colors from the gradient Radial
122. b right click the measure query item or level and click Sort for report 3 From the Data items column move the data item to the Detail Sort List in the Groups column A hd 4 Click the sort order icon to specify ascending or descending order Format Relational Data Format data in a report to improve readability For example you can show all date values in the order year month and day If you do not specify formatting data is formatted according to the properties set in the model If the properties were not set in the model data is formatted according to the International Components for Unicode ICU formats You can also format data based on a condition Data formats are not applied in delimited text CSV and XML report outputs Procedure 1 In the work area right click a data item and click Style Data Format Tip You can also use the data format button on the style toolbar 2 In the Format type box click a format type The properties that you can set for the selected format type appear in the Properties box 3 Set the properties that you want 100 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide For properties in which you type meta characters that represent certain types of information such as YYYY MM DD for dates the meta characters required depend on the authoring language specified for the report If you specify a value for the Pattern property all other formatting
123. b Services for Remote Portlets A standard for creating presentation oriented web services so that they can be easily integrated within other applications such as web portals widget A portable reusable application or piece of dynamic content that can be placed into a Web page receive input and communicate with an application or with another widget work area The area within a studio that contains the report analysis query or agent currently being used workspace See lashboar 236 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Index Special characters error characters 98 124 characters 183 units of measure in dimensional reporting 120 calculations in dimensional reporting 128 in relational reporting 96 Numerics 100 stacked charts 63 3 D charts 64 A absolute charts 62 accessibility adding alternate text 223 adding summary text 224 specifying cell headers in tables 224 accessibility features 221 keyboard shortcuts 221 accessible reports 222 report output options 223 aggregating limitations with measures 128 aggregation setting in filters 105 137 aligning objects 145 alternate text accessibility 223 annotations chart baselines 79 area charts 50 automating IBM Cognos BI using the SDK 35 averages in dimensional reporting 124 in relational reporting 98 axes adding titles 69 customizing 75 scales 75 backgrounds 142 adding colors 140 applying to c
124. bar appears where you can drop the new member e To replace an entire edge drag the new member to the cell with the member to replace A flashing black box appears where you can drop the new member Search for a Member You can perform a member search to quickly find the data you want Chapter 8 Exploring Dimensional Data 111 You can control the number of members that are returned in a search by specifying a value for the Member display count limit in source tree option Procedure 1 From the Source tab select and then right click a hierarchy or level and click Search 2 In the Words box type the words or characters for which to search 3 Click the search parameter to use 4 To search all descendants instead of just the immediate children select the Search all descendants check box For example when performing a search in a hierarchy selecting this check box returns members found in all the levels of the hierarchy 5 Click Search Results The search results appear in a hierarchical structure on the Search tab You can browse the hierarchy to explore members at lower levels Tip You can insert members directly from the Search tab into a report This can save you time because you do not have to define a filter For example instead of inserting Product line from the Source tab and adding a filter for Camping Equipment you can insert Camping Equipment from the Search tab Nest Members When you in
125. by product line over time but you know that some data points are exceptions a moving average trendline might be appropriate If you are not sure which trendline type to use try each type to see which one best fits most of your data points For example a linear trendline will not fit most points on a scatter chart with widely spread data points Trendlines do not support color transparency Procedure Ae 2 3 Select the chart object In the Properties pane click Trendlines Click the new button and click a trendline type Define the trendline by specifying the following options The options that are available depend on the type of trendline you chose e To set the order or degree of a polynomial trendline in the Order box type a value between 2 and 6 e To set the number of prior periods to include when calculating the moving average trendline type a value in the Periods box e If you have more than one series on your chart in the Based on list click the data you want to use for the trendline e To customize the style of this trendline click Line Styles and customize the line color weight style and transparency e To customize the trendline label in the legend click Label and choose None Automatic or Custom e To display the trendline equation click Show equation e To display the R squared value of the trendline click Show R squared value Showing data values in bar column line and area charts Y
126. cation intersection based on the specified members each of which must be from a different dimension This function implicitly includes the current member from all dimensions that are not otherwise specified in the arguments The current member of any dimension not specified in the evaluating context is assumed to be the default member of that dimension The value of this cell can be obtained with the value function Syntax tuple member member Example tuple Mountaineering Equipment Fax Result Returns the Mountaineering Equipment sales by fax Returns data for set_expression1 and set_expression2 The result retains duplicates only when the optional keyword all is supplied as the third argument Syntax union set_expressionl set_expression2 all Example 1 union set Camping Equipment Golf Equipment set Golf Equipment Mountaineering Equipment Result Returns data for both sets as one new set showing the Golf Equipment column only once Example 2 union set Camping Equipment Golf Equipment set Golf Equipment Mountaineering Equipment all Result Returns data for both sets as one new set showing the Golf Equipment column twice unique upper Removes all duplicates from set_expression The remaining members retain their original order Syntax unique set_expression Returns string_expression with all lowercase characters
127. cedure 1 From the Toolbox tab drag Query Calculation to the report 2 Type a meaningful name for your expression in the Name box For example if you are calculating the difference between 2007 revenue and 2006 revenue you could name your expression 2007 2006 Revenue 3 In the Available Components pane define the calculation e To add data items that are not shown in the report on the source tab double click the data items e To add data items that are in the report but not necessarily in the model such as calculations on the data items tab double click the data items e To add functions summaries and operators on the functions tab double click elements Tip To filter the visible functions summaries and operators in the Available Components pane click the filter button and filter by the function type what the function returns or what the function acts on Tip You can also type the calculation directly in the Expression Definition box When typing date values ensure that the date format is correct for your database type Chapter 7 Exploring Relational Data 97 4 Click the validate button Any validation errors appear on the Errors tab of the Information pane Summarize Relational Data Summarize data in your reports to obtain a total count average minimum maximum and so on After you add summary rows or columns you can move them by dragging them elsewhere in the report You
128. cent of base compare all of the values for member A to the intersect value of members A and B Note This calculation is only available if you select two members from different hierarchies each from a different edge Custom Allows you to specify your own value when performing a simple arithmetic calculation Also allows you to change the order of operands or type a custom name for the new calculated row or column The following table defines the available string calculations Calculation Description Remove trailing spaces For string data items removes any extra spaces that appear after the last character in the string Spaces between words are not removed Extra spaces can sometimes cause unexpected results when you sort filter or search First characters For string data items truncates the text to show only the first number of characters that you specify Last characters For string data items truncates the text to show only the last number of characters that you specify The following table defines the available date and time calculations Chapter 7 Exploring Relational Data 95 96 Calculation Description Add years When selecting one date or time data item adds the specified number of years months Add months or days to the selected value Add days Year Month Day Hour Minute and When selecting one date or time data item Second
129. centile value 25th percentile value For example if 2 5 is the 25th percentile and 7 5 is the 75th percentile the statistical minimum is 5 2 5 1 5 5 5 Statistical Minimum Uses the following expression 75th percentile value 1 5 75th percentile value 25th percentile value For example if 2 5 is the 25th percentile and 7 5 is the 75th percentile the statistical maximum is 15 7 5 1 5 5 15 Query Calculation Uses a query calculation from the same query or from a different query For more information see Inserting a Query Calculation on page 96 Layout Calculation Uses a layout calculation Category Index Specifies a position based on the index value of the data item in the categories axis The value must be between 0 and 100 For example a Category index value of 1 indicates that the position is located at the first data item This is the default You can also combine colored regions with gridlines Note This procedure applies only to the current default charts and does not apply to the legacy charts Procedure 1 Select the chart object 2 In the Properties pane click Colored regions 3 Click the new button 4 Under Region label type a name for the region 5 Under Label location specify whether the label should appear in the legend or in the chart 6 If your chart includes multiple charts such as in a combination chart under Based on select the da
130. ch studio are described in the related user guide and online help To use the samples you must install set up and configure them or contact your administrator to find out where they are installed For instructions on how to install the samples see the IBM Cognos Business Intelligence Installation and Configuration Guide For instructions on how to set up and configure samples see the IBM Cognos Business Intelligence Administration and Security Guide or the IBM Cognos Business Intelligence Installation and Configuration Guide Samples outline The samples consist of the following e Two databases that contain all corporate data and the related sample models for query and analysis e Five samples cubes and the related models e A metrics data source including associated metrics and a strategy map for the consolidated company and a model for Metric extracts e Reports queries query templates and workspaces Copyright IBM Corp 2005 2012 177 To run interactive reports scripts are required To see all the reports included in the samples packages copy the files from the samples content installation into deployment folder and then import the deployments into the IBM Cognos Business Intelligence product Security Samples are available to everyone To implement security see the IBM Cognos Business Intelligence Installation and Configuration Guide Samples in the GO Data Warehouse analysis Package The following reports
131. choose one of the available colors Use a named color to select a color from a small set of colors Use Web safe colors to select from 216 available colors IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 5 To apply a custom color click the Custom Color tab and type values in the Red Green and Blue boxes The values must be hexadecimal Copy Object Formatting You can quickly copy the formatting of items in your report such as fonts colors borders and number formats and apply that formatting to other items Procedure 1 Click an item that has the formatting to copy 2 Do one of the following e To copy all the formatting applied to the item click the pick up style button Click the item to format and then click the apply style button e To copy only one of the formatting styles click the down arrow to the right of the pick up style button and click the style to copy Then click the item to format and click the apply style button 3 If you want to make changes to a style that you copied click the down arrow to the right of the pick up style button and click Edit Dropper Style 4 In the Style dialog box specify basic and advanced style characteristics Insert an Image in a Report You can insert an image in a report You can insert images in other objects such as blocks or table cells directly in the report page or as the background image of another object Before you b
132. ck Style Conditional Styles or click the object and then in the Properties pane set the Conditional Styles property Click the add button and click New Conditional Style Select the data item to determine the condition and click OK The type of conditional style that you can use depends on the type of data item you select In the Name box type a name for the conditional style To define a numeric value date time date time or interval condition e Click the new button and select a value to define a threshold The value appears in the Range column and two ranges are created e For each range under Style click one of the predefined styles to apply to the range or click the edit button and create a new style Tip You can also define a style for the cells in your report that have missing values e Repeat the steps above to add other conditions Tip Under Style pause the pointer over each range to see the condition produced for that range e To move a value above or below a threshold click the arrow button next to the value For example you insert a threshold value of five million By default the ranges are less than or equal to five million and greater than five million Moving the five million value above the threshold changes the ranges to less than five million and greater than or equal to five million To define a string condition e Click the new button and select how to define the condition
133. cking the items The IBM Metadata Workbench does not support viewing lineage for multiple data items at once Results The lineage tool opens showing the lineage information of the selected data item The IBM Cognos Business Intelligence Lineage Tool The IBM Cognos Business Intelligence lineage tool includes two views the business view and the technical view The business view displays high level textual information that describes the data item and the package from which it comes This information is taken from IBM Cognos Connection and the IBM Cognos Framework Manager model The technical view is a graphical representation of the lineage of the selected data item The lineage traces the data item from the package to the data sources used by the package When you click an item its properties appear below it If you click an item in the Package area you see the model properties of the item If you click an item in the Data Sources area you see the data source properties of the item Chapter 3 Creating Reports 37 Technical View Package Data Sources fg ORDER_DETAILS gt QUANTITY fag Sales gt UNIT_SALE_PRICE Quantity gt Order value d Order value agg BAE al Order number RDER_HEADER jp ORDER_NUMBER KI Properties for Order value Property Value objectId Filters and calculations Order value objectName Order value objectType Calculation expression total gosales Sales Quantity
134. click Edit Set Move Members Within a Set 114 You can move one or more members to the top or bottom of a set Procedure Select the members click the explore button click Move Members and click To Top or To Bottom Tip You can also right click the member Tip To undo the move click the explore button and click Edit Set IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Results Replace a Member or Set You can replace an individual member or a set of members with a preset combination of members You can replace an individual member or a set of members with any of the following its child members members on its level a new set made up of some members from the original set individual members from the set that have been separated from the set an intersection Procedure 1 To replace a member with its child members or a set of members with the child members of the selected member click a member click the explore button F click Replace and click With Children Members To replace a member with its level members or a set of members with the level members of the selected member click a member click the explore button click Replace and click With Level Members To replace a set of members with one or more individual members select the members you want to keep click the explore button click Replace and click With Individual Members To replace a set of members w
135. commend that you not use relational functions such as substring and concatenation functions in a report that also contains a measure with the Aggregate Function property set to Calculated or Automatic in the model If you do so you may encounter unexpected results For example some summaries are calculated using the Minimum function instead of the aggregate function derived from the individual query items In the expression editor an exclamation mark that precedes a function indicates that the function is not naturally supported for that data source IBM Cognos Business Intelligence uses a local approximation for that function Because an approximation is used performance can be degraded and the results may not be what you expect For example you create an IBM Cognos Query Studio report that contains the data items Product line and Retailer site count The footer summary is set to Calculated You then insert a calculated column that returns the first three characters of the Product line item which uses the relational concatenation function The footer summary now shows the lowest gross margin value Product line Retailer site count Camping Equipment Cam 632 Mountaineering Equipment Mou 65 Personal Accessories Per Qutdoor Protection Out Golf Equipment Gol Summary For more information about aggregation functions see the IBM Cognos Query Studio User Guide or the IBM Cognos Report Studio User Guide Columns Rows or Data Dis
136. contains dates ensure that the dates use the format yyyy mm dd Working with Dimensional Data Sources If your enterprise data source is dimensional such as OLAP or dimensionally modeled relational and you want to link your external data with your enterprise data you must first create a tabular or list report Create and save a list report with your enterprise data that contains the data items that you want to use to link with your external data Ensure that you remove the aggregate rows that are automatically added in the footer of the list This list is a projection of your dimensional data source When you import your external data use the list report that you created to link your external data with the query subject from your enterprise data Data in your external file is relational by nature because it consists of tables and rows If your enterprise data source is dimensional you can still import and work with your external data However you cannot mix relational data from your external data files and dimensional data from your enterprise data source within the same query For example a data container such as a list crosstab or chart uses one query and you cannot mix relational and dimensional data within the same list crosstab or chart Doing so will cause an error If you want to use data from both the external data file and the original package within the same query you must link the external data to a query subject withi
137. crosstab row or column headings use the data item label Procedure Right click the row or column heading you want to change and select one of the following e To show the label that is seen in the report output click Data Item Label Tip To change the data item label click Edit Data Item Label e To use static text that you type click Show Text and type the new name in the Edit Label dialog e To restore the default name click Show Default Contents e To leave the heading blank click Show Empty Cell Specify Text Flow in an Object You can specify text flow properties by choosing any of these options Option Description Direction Sets the reading order of an object such as right to left Writing mode Sets the direction and flow of content in an object Bi directional Sets the level of embedding in an object Type Sets the type of alignment used to justify text in an object Kashida space Sets the ratio of kashida expansion to white space expansion when justifying lines of text in the object This property is used in Arabic writing systems 148 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Note All the text flow properties work with HTML output but do not apply to PDF output Procedure 1 Click the object you want 2 From the Style menu click Style and click the Advanced tab 3 Under Text flow amp justification click the edit butto
138. crosstabs 42 grouping data 92 sections 146 single edge crosstabs 41 literal strings in calculations in dimensional reporting 130 in calculations in relational reporting 97 live data viewing 20 locales locale sensitive properties 101 locale sensitive properties in dimensional reporting 121 M margins setting 147 Marimekko charts 59 matrix charts 85 matrix reports 39 maximum in dimensional reporting 124 in relational reporting 98 measures 29 member properties 109 inserting 113 member sets creating 114 joining 116 members 29 creating from existing members 115 drilling on 132 excluding 114 expanding and collapsing 116 inserting properties 113 intersections in dimensional reporting 131 moving 114 replacing 115 searching for 112 members folders 109 Microsoft Excel limitations of nested report objects 189 producing reports in 33 report limitations 187 minimum in dimensional reporting 124 in relational reporting 98 missing values suppressing in dimensional reporting 122 suppressing in relational reporting 106 models 29 using design filters 31 N named sets nested or parallel sets overlapping 182 nested report objects Microsoft Excel limitations 189 nested sets unexpected summary values 182 nesting data in crosstabs 41 new features version 10 1 1 1 no data specifying what appears 155 No Data Contents 155 notes adding to charts 78 number data formats Microsoft Excel limitations 189 O objects 21 ali
139. ct two or more items you can filter using a range 2 On the toolbar click the filter button F IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 3 Select a filter condition from the list Results The filter is applied to the report By default the values of any filters applied appear as an additional subtitle Related concepts Relational and dimensional reporting styles on page 15 You can create reports in IBM Cognos Business Insight Advanced using either a relational reporting style or a dimensional reporting style depending on the type of data source you use Related tasks Suppress Empty Cells in Dimensional Reporting on page 121 Sparse data may result in crosstabs showing empty cells For example a crosstab that matches employees with products results in many rows of empty values for the revenue measure if the employee does not sell those products Creating a context filter When working with dimensional data you can use context filters or slicer filters to quickly focus your report on a particular view of the data For example the following crosstab contains product lines in the rows years in the columns and revenue as the measure We want to filter the values to show us the revenue for only Web orders from Asia Pacific To change the context you drag Asia Pacific and Web from the source tree to the Context filter section of the overview area The crosstab then show
140. d data from reports Data is displayed in the report only if it meets the filter criteria When working with relational data sources the available filtering options are determined by the data that you select You can combine two or more filters into a complex filter create a context filter and create top or bottom filters If you filter values that are floating point numbers you may encounter imprecise filtering results due to rounding or data truncation Floating point numbers may appear differently in the report than how they are stored in the data source To ensure accurate results your filter criteria should account for any rounding issues By default filters on measures are applied after automatic aggregation You can change whether filters are applied before or after aggregation using the Edit filters option You can also use filters to suppress null cells in your reports Using filters ensures that calculations take suppression into account If you want to perform calculations before suppression is applied use the Suppress option Procedure 1 Select the data item on which you want to filter Tip If you select two or more items you can filter using a range 2 Click the filter icon 3 Select a filter condition from the list 4 Click OK By default the values of any filters applied appear as an additional subtitle IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Related concepts
141. d determines which items can be drilled on based on the dimensional structure Tip If you want the report to be used as the source during a package drill through select the Allow this report to be a package based drill through source check box and click OK For more information about package drill through see the IBM Cognos Business Intelligence Administration and Security Guide Related tasks Drill on a Member or Set on page 131 You can drill up or down on members and sets within IBM Cognos Business Insight Advanced 138 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 9 Formatting Reports Format your report to make it more readable and to reflect company standards When you format a report in IBM Cognos Business Insight Advanced the formatting is stored in a layout You can also format a report based on conditions Add a Header or Footer to a Report Add a header or footer to make a report easier to read Headers and footers are containers in which you can add objects like text images and report expressions such as the current date and page numbers When you create a new report a header and footer is included by default You can insert a table in the header or footer to split it into multiple cells Before you begin To see the headers and footers ensure that the visual aids are turned on Procedure 1 From the Structure menu click Headers amp Footers and t
142. d report objects such as tables and blocks When the report is produced in Microsoft Excel format some of the data appears in the wrong columns This occurs because Excel has a 64K limit on how many nested cell objects can appear in a single spreadsheet To solve this problem you can redesign the report to present the data using non nested structures Appendix B Limitations When Producing Reports in Microsoft Excel Format 189 Unable to Access Reports on Remote Servers You cannot access a report in Microsoft Excel format on a remote server To resolve this problem you must change the hostname portion of the gateway URI from localhost to either the IP address of the computer or the computer name You do this using IBM Cognos Configuration Unsupported Excel Formatting IBM Cognos Business Intelligence does not support some formatting The following formatting functions that are available in the Microsoft Excel spreadsheet software are not supported by IBM Cognos BI e background images in table cells e Excel specific headers and footers e text flow and justification e floating text objects e white space normal and wrap text formatting e maximum characters Some layouts do not show exactly in HTML and PDF due to Excel limitations Hyperlink Buttons Are Not Supported in Excel The Microsoft Excel spreadsheet software does not support hyperlink buttons Unable to View Reports in Excel Format Sent as Email Att
143. data You can also specify how to handle rows that contain missing values in the report results 166 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 On the Data Attributes page specify the attributes for each data item after it is imported and click Next For example if you import numeric data items you can change the default summary and number of decimal places 2 On the Mapping Options page specify the relationships between the linked data items and how to process the results in the report output 3 Click Finish Preparing to Work with your External Data To work with your external data follow the process in this section There are four steps to preparing to work with your external data The following diagram details these steps 1 Prepare your external data file for import Ensure that your external data file matches your enterprise data for your reporting needs For example if your external data file contains sales values by month ensure that the formatting of months in your file matches the formatting used in your enterprise data source Ensure that you can uniquely link at least one column from your external data file such as product codes or years with your enterprise data source The maximum file size that you can import is 2 5 MB with a maximum of 20000 rows You can import a maximum of one external data file per package Your IBM Cognos modeler can override th
144. dated colors and gradients If your report uses a custom report template your report will appear the same in this version of IBM Cognos BI as it did in previous versions By default new reports and new report objects such a lists and crosstabs appear in the new report style If you want to continue to work with the previous 8 x report style set the Override 10 x styles with 8 x styles on new reports option Tools Options Advanced tab You can update the style of an upgraded report to use the new 10 x style report v actions button Liz Report Properties Report styles 10 x styles Note You cannot edit the report style when you have opened a widget from a Business Insight workspace to edit it in Business Insight Advanced Related concepts Modifying Report and Object Styles on page 155 Objects in reports are assigned a Cascading Style Sheet CSS class that provides a default style for the object For example when you create a new report the report title has the class property Report title text assigned to it In addition objects inherit the classes set on their parent objects Chapter 12 Upgrading Reports 175 176 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 13 Samples Sample reports are included with IBM Cognos BI When installed you can find them in the Public Folders tab in IBM Cognos Connection The Sample Outdoors Company The Sample Outdoors Company sa
145. de ea we bow Gok a amp HR Ow amp wok a 2 206 head a amp oe 4 a Se OE Bos 4 OR He me Oe we ee BU Oe eo Gk 4 206 IhierarchiZe s S a a w AD we oe ud Ww Bb 8 Gee e Re a a ow A he w Sou we a A a amp 4 207 hierarchy os s ee Bok eee Re Re Re OR eee He a ee Be ke ee a a 2OZ Wem o c go so meg GS YE bw ee a Ee Boe ke eR geef Se ee eR we BH we ee a 0B WMtersectes g s g amp 4 amp te Roe 48a Bo ke oe Be em Bee OR oe ee oe et we RO Om an 208 VAG oe ey Pe a Ee SR es ee ee ee eo et a ee cle 9B viii IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide lastChild lastPeriods lastSibling lead lower member members mod nextMember nullif openingPeriod order parallelPeriod parent i periodsToDate power prevMember rootMember rootMembers _round set siblings sqrt subset substring tail topCount topPercent topSum trim tuple union unique upper value Appendix D Accessibility Features Accessibility features in IBM Cognos Business mae Ade anne Keyboard Shortcuts Considerations to Improve Report Accessibility Enable Accessible Report Outputs Add Alternate Text to Images and Charts Add Summary Text to Tables Designate Cells Headers in Tables IBM and Accessibility Notices Q e N n o lt CSF TAAamMINeD 208 209 209 209 210 210 210 211 211 lt 201 211 2 212 213 213 214
146. e and click the right or left arrow 5 To edit an operation click the operation node and click the edit button 6 To add a new operation click the new button IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Create Page Layers When working with dimensional data you can create page layers in a report to show values for each member on a separate page For example your report contains payroll information for the entire company You want to view values for each department on a separate page After you create page layers a caption appears in the header to indicate the contents of each page You can navigate between the different pages using links below the report Creating page layers is similar to using context filters However with context filters values are filtered according to the member you add to the Context filter area With page layers the report is split into a separate page for each child of the member you add to the Page layers area Procedure 1 In the source tree select or search for one or more items on which to filter 2 Drag the item into the Page layers section of the overview area The crosstab shows the results for the children of the selected item on separate pages and a list appears under Page layers Tip To navigate between pages click Page down and Page up below the report 3 To replace the page breaks with items from the same dimension select an item from
147. e is a parent to Quantity and Revenue e Quantity and Revenue are peers e Order method is a parent to Country or Region Procedure 1 From the Source tab click the data item to add 2 Drag the data item to the report as a nested column or nested row A black bar indicates where you can drop the data item 3 Repeat steps 1 to 2 to add other nested columns or rows Tip If you add more than one measure to a crosstab all measures appear as columns You cannot have one measure appear as a row and another as a column To make all measures appear as rows swap columns and rows Create a Single Edge Crosstab Create a single edge crosstab report to show data in a list like form For example to show the quantity of products sold for each year and for each order method you could create a crosstab with Order Year and Order Method as rows and Quantity as the measure Procedure 1 From the Toolbox tab insert a crosstab object to the work area 2 From the Source tab drag data items to the Rows or Columns drop zone A black bar indicates where you can drop the data item 3 Repeat step 2 to insert additional data items e If you dragged the data item in step 2 to the Rows drop zone drag the additional items above or below the first item e If you dragged the data item in step 2 to the Columns drop zone drag the additional items to the left or right of the first item 4 To add measures to the crosstab drag the measures to the Me
148. e of the negative bars or columns on the chart e First value fill defines the appearance of the first bar or column on the chart e Total value fill defines the appearance of the total bar or column on the chart if a total bar or column is present 4 To change the appearance of a fill do the following a Click the colored box beside the fill name b Click a fill type from the Fill type list Linear Gradient displays a gradient that changes color horizontally You can specify the position of each color in the gradient and add or remove colors from the gradient Radial Line Gradient displays a gradient that changes color outwards from a central point or focus You can specify the position of each color in the gradient and the size and position of the focus You can also add or remove colors from the gradient Radial Rectangle Gradient displays a gradient that changes color outwards from a rectangle You can specify the position of each color in the gradient and the size of the rectangle You can also add or remove colors from the gradient Pattern displays a colored pattern that you choose from a preset list You can specify the foreground and background colors Color displays a solid color You can specify the transparency Image displays an image You can specify the image to use c To change the color of this fill click the color in the Colors list click Color specify the color properties and click OK 5 To change the
149. e or time data item Second shows the year month number day number hour minute or second value Years between Months between Days When selecting two date or time data item between Hours between Minutes shows the number of years months days between and Seconds between hours minutes or seconds between the two value The following table defines the available interval calculations Calculation Description Days For interval data items such as number of days between two dates If you want to create a more advanced calculation that uses mathematical functions or if you want to create a calculated member calculated measure set expression or value expression instead create a query calculation Procedure 1 Select the items in your report to calculate Tip Shift click or Ctrl click to select multiple items 2 Click the insert calculation button and select the calculation to perform Note Only calculations that are applicable to the items that you have selected appear 3 To change the order of the operands or the name of the calculated item added to the report click Custom Results The calculation appears as a new row or column in your report Limitations When Summarizing Measures in DMR Data Sources There are limitations when summarizing dimensionally modeled relational DMR measures and semi additive measures in crosstabs using the aggregation function count distinct
150. e shape of the line that connects the data points to one of the following e Point to Point shows data points connected by straight lines e Step at Point shows data points connected by steps that start and end at the data points e Step Between Points shows data points connected by steps that start and end between the data points e Smooth shows data points connected by smooth curves You cannot show data points if the configuration of the line chart Series type is set to Stacked or Stacked 100 Procedure 1 Select the line object 2 To select whether to show only the line the line and data points or only the data points in the Properties pane under General select an option in the Line display type list 3 To show special data markers click Value markers Select the check box for the special data markers that you want to add and for each marker specify the color and shape The options you specify in Value markers overwrite the options for Line display type 4 To change the shape of the line that connects data points select an option from the Line shape list 5 To change the color of the lines or data points click Palette For more information see Customizing the Color Palette of a Chart on page Create a Matrix of Charts You can view a complex chart that includes nested series or categories into a matrix or crosstab that shows multiple small charts arranged in rows and columns The charts in the
151. e the quality of service indicators to determine which functions to use in a report The quality of service indicators are as follows e not available X IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide This function is not available for any data source in the package e limited availability The function is not available for some data sources in the package e limited support The function is available for all data sources in the package but is not naturally supported for that data source which can result in poor performance and unexpected results e unconstrained no symbol The function is available for all data sources Using Quotation Marks in Literal Strings When inserting literal strings in an expression you must enclose the string in single quotation marks If the string contains a quotation mark it must be modified For example if you want to insert the string ab c you must type ab c Insert a Query Calculation When creating an expression for use in a double byte environment such as Japanese the only special characters that work are ASCII 7 and 7 Tips e To show or hide the Available Components pane click the blue arrow to the right of the pane e To show or hide the Information pane click the blue arrow above the pane e To copy and paste expression components in the Expression Definition pane you can use the copy button and the paste button oj Pro
152. ecommend that you follow these steps e Open the Financial report template This template offers a simple crosstab report with a header and a footer that includes the date page number and time You can edit the content of the report by adding and removing objects e Insert data to the rows A typical statement style report includes accounts in the rows e Insert data to the columns A typical statement style report includes a time dimension in the columns e Insert a measure e Insert calculations and format data e Add page layers or context filters to focus your report e Apply formatting You can add colors lines images conditional formatting blank rows or columns headings and so on to improve the appearance of your report The IBM Cognos Business Intelligence Software Development Kit When you create a report you are creating a report specification A report specification is an XML file that you can view Tools Show Specification In addition you can view the specification for a selected object with the Show Specification Selection menu option When you are viewing the report specification you cannot modify or copy parts of it You can also programmatically create or modify reports by using an editing tool to work with report specifications You then use the IBM Cognos Software Development Kit to implement the reports in your IBM Cognos BI environment Chapter 3 Creating Reports 35 This is useful if for e
153. ed In crosstabs drilling down on a member adds the member s children so the crosstab displays both the member and its children Drilling up on a member adds the member s parent set so the crosstab displays both the member and its parent set In charts drilling down on a legend member or x axis member displays that member s children Drilling up on a legend title or axis title displays the parent set of the member you drilled on Chapter 8 Exploring Dimensional Data 131 Note You can enable drill up or drill down links or double click drilling in the Edit Options To allow drilling in the report output such as HTML output you must enable drilling Data Drill Options Procedure 1 Double click a member to drill down Tip You can also click a member click the explore button and click Drill Down or Drill Up Or you can right click a member and click Drill Down or Drill Up 2 Double click the parent to drill up Related tasks Create a Drill up and Drill down Report on page 138 When working with dimensional or dimensionally modeled relational DMR data sources you can create reports that allow the reader to drill down to lower level data sets or drill up to higher level data sets Filtering dimensional data 132 Use filters to remove unwanted data from reports Data is shown in the report only if it meets the filter criteria When working with dimensional data sources you can filter only by membe
154. ed data items that represent sets support set sorting This type of sorting is performed in the query Note Before you can perform this sorting you must first create sets for the members in your report You cannot sort data items from different dimensions that are intermixed Procedure 1 Select a set to sort 2 Click the sort button lat and under Sort by Label click Ascending or Descending Tip To remove a sort order click Don t Sort Related tasks Create a Set of Members on page 113 Use sets to group members that are logically related for various actions such as formatting nesting and sorting Sorting sets by value You can sort members in the sets on the opposite axis based on the value of a member or measure that you select For example a crosstab contains years inserted as individual members in the columns product lines inserted as a member set in the rows and revenue as the measure You select 2004 click the sort button EX and sort by value in descending order The values in the 2004 column are sorted Revenue 2004 2005 Personal Accessories 391 647 093 61 456 323 355 9 Camping Equipment 332 986 333 06 402 757 573 17 Golf Equipment 153 553 850 96 168 006 427 07 Outdoor Protection 36 165 521 07 25 008 574 08 Mountaineering Equipment 107 099 659 94 Note Before you can perform this sorting you must first create sets for the members in your report In nested crosstabs items are sorted ba
155. ed in the Program or license entitlement that you have purchased IBM may have patents or pending patent applications covering subject matter described in this document The furnishing of this document does not grant you any license to these patents You can send license inquiries in writing to IBM Director of Licensing IBM Corporation North Castle Drive Armonk NY 10504 1785 U S A For license inquiries regarding double byte DBCS information contact the IBM Intellectual Property Department in your country or send inquiries in writing to Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan Ltd 1623 14 Shimotsuruma Yamato shi Kanagawa 242 8502 Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF NON INFRINGEMENT MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE Some states do not allow disclaimer of express or implied warranties in certain transactions therefore this statement may not apply to you This information could include technical inaccuracies or typographical errors Changes are periodically made to the information herein these changes will be incorporated in new editions of the publication IBM may make imp
156. ee View Lineage Information for a Data Item on page 36 Making your Reports Public After you created a report that uses your external data you may want to make it public to share it with coworkers They can run your report using your external data file that you made available on a public network drive that the IBM Cognos server can access They can also use their own version of the file If they use their own version the file must contain the same columns as your original external data file that you used to import the data and create the report In addition you must clear the Allow server to automatically load file check box in the Select Data page of the Manage External Data wizard To make reports public you must save them in the Public Folders area of the IBM Cognos portal To save content in Public Folders you must have the appropriate permissions Contact your IBM Cognos administrator to obtain permissions and to inform him or her that you are sharing a package or files If you share your reports ensure that you maintain the reports Chapter 11 Working With Your External Data 171 172 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 12 Upgrading Reports When you open a report that was created in a previous version of IBM Cognos Business Intelligence it is automatically upgraded Any problems detected during the upgrade process appear as information messages and error messag
157. egin The images that you insert must first be uploaded to the IBM Cognos Business Intelligence server or another Web server and must be gif or jpg format Procedure 1 From the Toolbox tab drag the Image object to the report and then double click it 2 In the Image URL dialog box type the URL of the image to insert or click Browse to go to the location containing the image To browse images on a Web server you must enable Web based Distributed Authoring and Versioning WebDAV on your Web server For more information about configuring Web servers see the IBM Cognos Business Intelligence Installation and Configuration Guide Add Background Effects You can add background effects to enhance the appearance of your report You can enhance objects such as data containers lists crosstabs and charts headers footers page bodies and so on with borders gradient fill effects drop shadows and background images You can also apply background effects as a class style Chapter 9 Formatting Reports 141 The background effect is rendered within the rectangle area that bounds the object To use a generated background in a chart the chart must have a fixed size If the background image is complex and large the size of the report output may be affected proportionately Background effects are rendered only if the data container has a fixed height and width if a percentage size is used the effects are ignored Resizing o
158. ember that is index_expression number of positions after member If index_expression is negative returns the sibling member that is index_expression number of positions before member Syntax lead member index_expression Appendix C Calculation components 209 Example 1 lead Outdoor Protection 1 Result Personal Accessories Example 2 lead Outdoor Protection 2 Result Golf Equipment lower Returns string_expression with all uppercase characters shifted to lowercase Syntax lower string_expression Example lower ABCDEF Result abcdef member Defines a member based on value_expression in hierarchy String1 identifies the member created by this function It must be unique in the query and different from any other member in the same hierarchy String2 is the caption of the member if it is absent the caption is empty To ensure predictable results you should supply the hierarchy Note All calculations used as grouping items whose sibling items are other calculations or member sets should be explicitly assigned to a hierarchy using this function The results are not predictable otherwise The only exception is where the calculation involves only members of the same hierarchy as the siblings In this case the calculation is assumed to belong to that hierarchy Syntax member value_expression stringl string2 hierarchy Example member total
159. ems Syntax total lt currentMeasure numeric_expression gt within set set_expression total lt currentMeasure numeric_expression gt within lt detail aggregate gt expression 196 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide variance Returns the variance of the selected data items Syntax variance lt currentMeasure numeric_expression gt within set set_expression variance lt currentMeasure numeric_expression gt within lt detail aggregate gt expression Functions abs Functions are pre written formulas that simplify the process of creating calculations Using functions you can quickly create formulas that may be difficult to build yourself Returns the absolute value of numeric_expression Negative values are returned as positive values Syntax abs numeric_expression Example 1 abs 15 Result 15 Example 2 abs 15 Result 15 ancestor Returns the ancestor of member at level or at integer number of levels above member Note The result is not guaranteed to be consistent when there is more than one such ancestor Syntax ancestor member level integer Example 1 ancestor TrailChef Water Bag 1 Result Cooking Gear Example 2 ancestor TrailChef Water Bag 2 Result Camping Equipment Example 3 ancestor TrailChef Water Bag great_outdoors company Products Products
160. ems Running Reports SO oe Foe 8 o poa a ew Be we Se ee a ww ae a 285 Measure Format Disappears in SSAS 2005 he Oe he Re ae eB ce me ue etl a Oe e g BS Appendix B Limitations When Producing Reports in Microsoft Excel Format 187 Unable to Load Images from the IBM Cognos Business Intelligence Content Store in a meen bo te 2 we a 187 Blank Worksheet Appears Be we ae a ok 2 ABZ Warning Message Appears When Excel Opens at an IBM Cognos Business Intelligence Report L wth tek 1 Se Se OF Spreadsheet Content Not Saved for Reports Saved in XLS Format P I S a ew OE o oa 2 LBZ Unable to Load Excel Report in Netscape 7 01 2 2 2 1 ww ee eee 188 Unsupported IBM Cognos BI Formatting 2 6 6 we ee eee 188 Cells Contain Series of S ap k ae BA me ow uy S a ak Sow we 288 Excel Cannot Render Reports with More Than 256 Columns Eoso opoo ww me on amp oa e 2 oe 289 Table and Column Widths eo w he a ee eR a oe 2 BD Secure Socket Layer SSL Is Not Supported it in Some Excel Formats and Versions bo Be ow Be we i ot 89 Number Formats Become Currency Formats in Japanese Excel 2 2 2 2 ew ee ee ee ee 189 Reports Show Data in Wrong Columns 2 1 1 we ee ee 189 Unable to Access Reports on Remote Servers 2 2 1 1 ee a ee ee 190 Unsupported Excel Formatting eet te Ee ee ee ee ee OD Hyperlink Buttons Are Not Supported i in Excel opo Boar Gow ho o E 8 2 a oe de ea 2 190 Unable to View Repo
161. endlines in Current Default Charts Trendlines also known as lines of best fit or regression lines graphically illustrate trends in data series and are commonly used when charting predictions A trendline is typically a line or curve that connects or passes through two or more points in the series displaying a trend You can display trendlines in the current default bar line area bubble and scatter charts You can specify the following types of trendlines e Linear Chapter 5 Charts 79 80 Use a linear trendline when your data values increase or decrease along a straight line at a constant rate For example if your chart displays a steady increase in revenue by product line over time a linear trendline might be appropriate Polynomial Use a polynomial trendline when your data values both increase and decrease For example if your chart displays both increases and decreases in revenue by product line over time a polynomial fit trendline might be appropriate Logarithm Use a logarithmic trendline when your data values increase or decrease rapidly and then levels out For example if your chart displays a rapid decrease in revenue by product line over time and then a plateau a logarithmic trendline might be appropriate Moving Average Use a moving average trendline when your data values fluctuate and you want to smooth out the exceptions to see trends For example if your chart displays large fluctuations in revenue
162. eparate page For example you can drag Northern Europe sales territory from the Source tab to the Page layers area The report is broken into a separate page for each territory within northern Europe Each page s context appears in the report header For more information see Create Page Layers on page 117 Context Filter Area Use the Context filter area to filter your report to show values or context only for a specific data item This technique is also known as a slicer filter For example you can drag Sales Territory from the Source tab to the Context filter area When you click a specific territory from the list the values in the crosstab change to represent data for that territory For more information see Creating a context filter on page 133 Work in Preview or Design Mode By default you see live data as you create your report However to see data you must add enough information in your report to resolve the multi dimensional query You can also switch to only see placeholder data using the Page Design mode You cannot work in Page Design mode when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced Procedure 1 From the View menu click Page Design or Page Preview 2 If you want to specify how many rows of data to show per page when working in Page Preview mode from the View menu click Preview Options and type a new value Basic Report La
163. eport Outputs If you want to include accessibility features such as alternate text summary text and designated cell headers in tables you must enable these accessibility features in the report output You can enable accessible report outputs in one of the following ways e in the IBM Cognos Business Insight Advanced run options so that the report has accessibility features enabled when you run the report from within Business Insight Advanced e in IBM Cognos Connection as a run option Run with options Enable accessibility support so that report consumers can run the report once with accessibility features e in IBM Cognos Connection as a property Set properties Report tab so that report consumers can always run the report with accessibility features e in IBM Cognos Connection as a user preference My area My preferences so that report consumers can enable accessibility features for all of their reports Accessibility settings in the report properties overwrite this setting e in IBM Cognos Administration as a server wide option so that all reports for all IBM Cognos users have accessibility features enabled Accessibility settings in the user preferences and report properties overwrite this setting 222 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Administrators can also change a system level setting that forces the accessibility features on or off regardless of any other settings
164. er numeric data select the type of filter condition that you want to create Specific values Comparison or Range If you want users to be prompted when they run the report select the Prompt for values when report is run in viewer check box If you want the filter to include null values select the Include missing values NULL check box Click the operator that appears between the filters and click AND OR or NOT to combine them 104 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 10 Click the new condition button and specify a second filter condition 11 Click the operator that appears between the filters and click AND OR or NOT to combine them Filtering based on data items not in the report You can create a filter using a data item in the source tree that is not included in your report For example a crosstab shows the sales revenue of all your product line for each year You want to filter the crosstab to show the revenue for only one country or region which does not appear in the report Al H For relational data sources you can use measures and query items to filter Procedure 1 Select the data container list crosstab or chart or the data item within the container that you want to filter 2 From the Source tab right click the measure query item or level and click Filter for report 3 Under Condition select the type of condition that you wa
165. er of sales by quarter When nesting columns in a crosstab report there are four distinct drop zones where you can insert a new data item The drop zone you choose will define the relationship between the data item and the column The following relationships are created when you insert a data item as a row e Inserting a data item to the left or right of a column creates a parent child relationship between them When you insert a data item to the left of a column the data item becomes a parent to the column When you insert a data item to the right of a column the data item becomes a child of the column e Inserting a data item above or below a column creates a union relationship between them The following relationships are created when you insert a data item as a column IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e Inserting a data item to the left or right of a column creates a union relationship between them e Inserting a data item above or below a column creates a parent child relationship between them When you insert a data item above a column the data item becomes a parent to the column When you insert a data item below a column the data item becomes a child of the column For example you have a crosstab with Product line as rows and Quantity and Revenue as nested rows For columns you have Order method with Country or Region as a nested column In this crosstab e Product lin
166. er properties Or you can select a members only tree view such as the one in IBM Cognos Analysis Studio This view allows you to add only members in your report Procedure Click the Source tab 38 To view the members only tree view click the view members tree button To view the full package tree click the view package tree button To change what is included in the tree right click and click Package Tree Settings Use the Preview pane to choose the appropriate settings IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Insert a Member By default when you insert members from the source tree into your report with IBM Cognos Business Insight Advanced members are inserted with their children and are inserted as sets You can change how members are inserted For example you may want to insert a member without its children or insert only the member s children You can set your report options to insert a member s children when you double click a member that you have already inserted in your report You can control whether the children are inserted before or after nested or not inserted at all To do this from the Tools menu click Options and then choose a setting on the Edit tab You can set the default behavior for replacing members to replace individual nodes replace the entire edge or not to replace anything To do this from the Tools menu click Options and then choose a setting
167. erlap the gauge border and be difficult to read To avoid this problem customize the data format of your gauge chart measure and reduce the scale so that less zeros are displayed Or change the gauge border color or size or remove the border Procedure 1 Click the gauge chart object 2 If you want to change the size shape and color of the center pivot point in the Properties pane click Gauge pivot and specify the style 3 If you want to customize the border around the gauge in the Properties pane click Gauge border 4 If you want to change the indicators in the gauge axis select the gauge axis object in the chart and do the following e To customize the gauge needles in the Properties pane click Gauge needle and specify the style e To change add or remove color bands that indicate the data range positions in the Properties pane click Gauge axis colors and specify the color palette e To change the gridlines in the Properties pane click Gridlines or Minor gridlines and specify the style e To change the appearance of the gauge axis line click Axis line and specify the style Define Color by Value in Scatter or Bubble Charts In a scatter or bubble chart you can specify that data points or bubbles appear in different colors based on an additional measure or fact The color of the points or bubbles helps you to see relationships in large amounts of data For example the following bubble chart shows the relationship
168. es a in the Upgrade Information dialog box You must fix any errors in the report and then validate the report before you can run it In some cases the information or error message is linked to the location of the issue in your report To go to the location of the issue click the message and then click Select If only warnings and information appear in the dialog box these will disappear when you click OK Tip To view this dialog box again from the File menu click Upgrade Information After you upgrade a report to the most recent version of IBM Cognos BI you can no longer open it with a previous version Lifecycle Manager You can download IBM Cognos Lifecycle Manager from http www ibm com to help you test your reports Lifecycle Manager is a verification tool that checks that your reports run and produce the same results in the new environment Lifecycle Manager is a Microsoft Windows operating system based application for auditing upgrades to the latest version of IBM Cognos BI from IBM Cognos ReportNet 1 1 MR3 or MR4 and from IBM Cognos 8 versions 8 2 8 3 or 8 4 It provides a verification feature that validates executes and compares report results from two different IBM Cognos BI releases This helps to identify upgrade and compatibility issues between releases User interface design and status reporting functionality provide both a proven practice process and support for upgrade project planning and status reporting Li
169. es the data items that appears in the data tree in the Source tab 38 You can now create and update reports with your external data Delete Your External Data You can delete your external data from within the package that you created if you no longer need it Procedure 1 From the Tools menu click Manage External Data al 2 In the Manage External Data dialog box select the external data package to delete and click the delete button x 3 Click Publish Results The external data namespace is removed from the package If you also no longer require the external data package or any reports created with the package you can delete it from within IBM Cognos Connection Running a Report That Contains External Data Reports that contain external data run the same way as reports that contain only enterprise data If you have access to the report you will also have access to the external data included within the report You may be prompted to select the location of the external data file when you run the report if either e the report author did not specify to automatically load the file 170 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e the IBM Cognos Business Intelligence server can not locate the file However you are not re prompted within the same Web browser session You can determine whether data in_a report uses external data by tracing its lineage For more information s
170. ese governors in IBM Cognos Framework Manager Chapter 11 Working With Your External Data 167 2 Import your external data You import your external data file from your own computer or from a location on your network into an existing IBM Cognos package A step by step wizard guides you through importing your data If you want to create reports that contain data from both your external data file and your enterprise data source you must link data items from the two data sources You can import all or a subset of data columns from your external file By adding external data you extend an existing IBM Cognos package definition with the new data items from your file and you create a new package 3 Create reports with your external data file After you import and link your external data it appears as a new namespace in the data tree of the Source tab and is integrated with the IBM Cognos content You can then create reports with your data and perform any operation such as filtering sorting grouping or adding calculations When you run the report it uses data items from your external data file You can save reports that contain your external data within the My Folders area of the IBM Cognos portal 4 Determine whether you want to share your reports that use external data with other people in your organization If you decide to share take into account these considerations Working with Date Data If the data that you import
171. etail aggregate gt expression Example count Sales Result Returns the total number of entries under Sales Appendix C Calculation components 195 maximum Returns the maximum value of selected data items Syntax maximum lt currentMeasure numeric_expression gt within set set_expression maximum lt currentMeasure numeric_expression gt within lt detail aggregate gt expression Example maximum Sales Result Returns the maximum value out of all Sales values median Returns the median value of selected data items Syntax median lt currentMeasure numeric_expression gt within set set_expression median lt currentMeasure numeric_expression gt within lt detail aggregate gt expression minimum Returns the minimum value of selected data items Syntax minimum lt currentMeasure numeric_expression gt within set set_expression minimum lt currentMeasure numeric_expression gt within lt detail aggregate gt expression Example minimum Sales Result Returns the minimum value out of all Sales values standard deviation Returns the standard deviation of the selected data items Syntax standard deviation lt currentMeasure numeric_expression gt within set set_expression standard deviation lt currentMeasure numeric_expression gt within lt detail aggregate gt expression total Returns the total value of the selected data it
172. ewear Knives Watches Returns the members of set_expression1 that are not also in set_expression2 Duplicates are retained only if the optional keyword all is supplied as the third argument Syntax except set_expressionl set_expression2 all Example except set Camping Equipment Mountaineering Equipment set Camping Equipment Golf Equipment Result Mountaineering Equipment extract filter firstCh Returns an integer representing the value of datepart year month day hour minute second in datetime_expression Syntax extract datepart datetime_expression Example 1 extract year 2003 03 03 16 40 15 535 Result 2003 Example 2 extract hour 2003 03 03 16 40 15 535 Result 16 Returns the set resulting from filtering a specified set based on the Boolean condition Each member is included in the result if and only if the corresponding value of Boolean_expression is true Syntax filter set_expression Boolean_expression Example filter Product line Gross margin gt 30 Result Mountaineering Equipment ild Returns the first child of member Appendix C Calculation components 205 Syntax firstChild member Example 1 firstChild By Product Lines Result Camping Equipment Example 2 firstChild Camping Equipment Result Cooking Gear firstSibling Returns the first child of the parent of member
173. fecycle Manager also automates much of the process of bundling the required files such as reports and models for the test case For more information see the Lifecycle Manager User Guide Upgrading Reports from IBM Cognos Business Intelligence Version 8 4 When you upgrade IBM Cognos BI to version 10 1 0 or later some reports may look or behave differently after the upgrade This section describes changes that you may encounter in your reports Tips for Report Studio Express Authoring Users IBM Cognos Business Insight Advanced is both an extension of and a replacement for IBM Cognos Report Studio Express authoring mode which allowed financial analysts to create statement style reports The Report Studio Express authoring mode allowed you to create only crosstabs with dimensional data sources with no relational or charting support Copyright IBM Corp 2005 2012 173 174 Business Insight Advanced is a unified authoring and analysis environment for the more advanced business users who want additional insight into their business It offers full support for list reports charts and relational data sources and offers an entirely different user experience Because the user interface of Business Insight Advanced is designed for data exploration some default behaviors have changed from the Report Studio Express authoring mode in version 8 4 If you prefer to use the defaults from version 8 4 you can configure Business Insight Adv
174. for a data item For more information see the Report Studio User Guide Limitations of Calculations Use only the expressions and functions available in Business Insight Advanced and follow their syntax For best results do not build calculations or summaries over other calculations that were authored in Report Studio Minimal checking exists for calculations If your calculation uses an invalid expression your report results may contain unexpected values In addition you should define member summaries as follows summary_function currentMeasure within set set_reference where set_reference is a level or set inserted from the Source tab 33 Unless otherwise required summary_function should be the aggregate function If you use an explicit summary function you may encounter problems with measures such as profit margin distinct count and so on that have complex rollup values and or scenario or account dimension members that do not roll up Know your data and confirm with the owner of the cube where overriding the automatic aggregation is safe Because of the above limitations summaries of calculations may not provide reliable values For convenience you may need to build reports where row summaries and calculated member columns intersect In such reports these intersections may contain unexpected values In contrast row calculations intersecting with column aggregates using the aggregate function are safe because the calcul
175. g a characteristic of an entity which is descriptive rather than a unique identifier or an aggregative measure authentication The process of validating the identity of a user or server authentication provider The communication mechanism to an external authentication source Functionalities such as user authentication group membership and namespace searches are made available through authentication providers burst To create several report results by running a single report once For example the user can create a report that shows sales for each employee and run it once sending different results to regional managers by bursting on region burst key The dimension or level of a query in the report specification that is used to create or burst a set of report results C CA See calculated member A member of a dimension whose measure values are not stored but are calculated at run time using an expression canvas An area within a dashboard or workspace that users interact with to create view and manipulate content and data capability A group of functions and features that 229 can be hidden or revealed to simplify the user interface Capabilities can be enabled or disabled by changing preference settings or they can be controlled through an administration interface cardinality 1 For relational data sources a numerical indication of the relationship between two query subjects query items o
176. ght Advanced uses Web Accessibility Initiative Accessible Rich Internet Applications WAI ARIA This means that people with limited vision can use screen reader software along with a digital speech synthesizer to listen to what is displayed on the screen Note To take full advantage of the accessible features of Business Insight use Mozilla Firefox version 4 0 or higher and Freedom Scientific JAWS version 12 0 Keyboard Shortcuts This product uses some standard Microsoft Windows and accessibility shortcut keys Action Shortcut keys Enables or disables the accessibility feature Ctrl Shift Tab a Business Insight Advanced restart is required The default is disabled Opens the context menu for the selected Shift F10 item if available Switches focus from or to the main menu Ctrl F10 and the main worksheet Opens the online help F1 Closes the Web browser window Alt F4 Copies objects Ctrl C Pastes objects Ctrl V Considerations to Improve Report Accessibility Creating accessible reports ensures access of information to all users with all levels of ability Copyright IBM Corp 2005 2012 221 For example people with a visual impairment may use screen reading technology to access the information in a report The following are some design considerations for creating accessible reports e Avoid using visual cues such as bold text or color to convey important information
177. gning 145 indenting 147 inserting 144 setting margins 147 specify how other objects flow around 151 OLAP data sources 109 OLAP data sources limitations with relational functions 183 OP ERR 0201 errors 182 opening reports from your computer 159 options setting 22 Oracle Essbase changes 181 overflow 150 P packages 29 109 managing changes 163 refreshing 27 specifying 27 padding applying 147 page breaks creating with page layers 117 page layers 117 area 20 page numbers adding 142 pages 21 palettes conditional 71 Pareto charts 57 PDF format producing reports 31 PDF page options setting 34 percent calculations in dimensional reporting 128 in relational reporting 96 personal data importing your own files 163 240 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide pie charts 48 converting to donut charts 88 exploding slices 88 point charts 51 polar charts 61 PowerCubes incorrect results 185 preview mode 20 printing not printing objects 156 progressive column charts 57 properties pane 20 Q quadrant charts 58 quadrants adding to charts 74 query calculations creating in dimensional reporting 129 creating in relational reporting 96 quotation marks in calculations in dimensional reporting 130 in calculations in relational reporting 97 R radar charts 60 refreshing packages 27 regression lines 80 relational data working with 93 relational functions limitations whe
178. hart types and configurations emphasize different things Purpose Chart type or configuration Show contributions of parts to a whole es ar Charts Pie Charts Stacked Charts when you want to display measures of the whole as well as the parts 100 Percent Stacked Charts Show trends in time or contrast values across different categories ine Charts es gt E A oO o Q J D A a ar Charts Q olumn Charts gt o lt a D D fay oO cr 3 oO 5 D oO a e a N S o Pat A z Compare groups of related information against actual values ar Charts Radar Charts Compare different kinds of quantitative information ombination Charts Rank values in descending or ascending order ar Charts umn Charts Show correlation between two sets of measures oint Charts Show key performance indicators in an executive dashboard uge Charts ee S ullet Charts Chart Types IBM Cognos Business Insight Advanced includes a number of chart types such as column bar area and line charts 46 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Column Charts Column charts use vertical data markers to compare individual values Column charts are useful for comparing discrete data or showing trends over time For example the following example shows the revenue for each product line 1
179. harts 69 applying to progressive charts 70 in charts 73 bar charts 49 baselines adding to charts 79 bevels adding to charts 73 blocks inserting 144 borders 142 adding to charts 73 Copyright IBM Corp 2005 2012 borders continued adding to objects 139 bottom filtering 134 boundary lines showing or hiding 21 bubble charts 54 bullet charts 55 customizing 89 burst reports Microsoft Excel format 190 Business Insight naming objects for workspaces 35 C calculations adding in dimensional reporting 125 adding in relational reporting 93 building in dimensional reporting 129 building query calculations in relational reporting 96 creating simple in dimensional reporting 128 creating simple in relational reporting 96 function quality of service indicators in dimensional reporting 129 function quality of service indicators in relational reporting 96 limitations in dimensional reporting 126 limitations in relational reporting 93 solve order in dimensional reporting 125 solve order in relational reporting 93 using quotation marks in dimensional reporting 130 using quotation marks in relational reporting 97 cascading style sheets classes 155 chart configurations 100 stacked 63 3 D 64 stacked 62 standard 62 chart types area charts 50 bar charts 49 bubble charts 54 bullet charts 55 column charts 47 combination charts 52 gauge charts 56 line charts 47 Marimekko charts 59 Pareto charts 57 pie charts 48 poin
180. has a unique meaning news item A single entry in a Really Simple Syndication RSS compatible format It can include a headline text and a link to more information A news item task in an agent can be used to create news items for display in a Cognos Connection portlet object In Report Studio an empty information container that can be dragged to a report from the Toolbox tab and then filled with data Reports are made up of objects which include crosstabs text items calculations graphics and tables object extract An extract that defines the metadata for a Metric Studio object such as a user defined column a scorecard or a data source P package A subset of a model which can be the whole model to be made available to the Cognos server See also metric package page set In Report Studio a set of one or more designed pages which repeat in the report output for each instance of a chosen query item See also passport Session based information stored and encrypted in Content Manager memory regarding authenticated users A passport is created the first time a user accesses Cognos 8 and it is retained until a session ends either when the user logs off or after a specified period of inactivity portlet A reusable component that is part of a web application that provides specific information or services to be presented in the context of a portal predefined set A set of members defined inside an
181. hem Procedure 1 Select the axis chart object 2 To show or hide the axis labels in the Properties pane select or clear the Axis label check box 3 To show or hide axis lines in the Properties pane click Axis lines and select or clear the Axis line check box 4 To change the color style and weight of the axis line in the Properties pane click Axis lines 5 To show or hide minor and major tick marks and specify their location in the Properties pane click Axis lines Change the Axis Scale of a Chart By default IBM Cognos Business Insight Advanced automatically determines the minimum and maximum scale values for the axes in a chart For example a Y axis showing revenue values might have an axis range of zero dollars to one million dollars You can customize the axis scale or range to make your chart easier to understand You can specify the following for each axis e the maximum and minimum values of the range e how often major and minor gridlines appear Procedure 1 Select the axis chart object 2 In the Properties pane click Axis range Chapter 5 Charts 75 76 3 To set a maximum value for this axis under Maximum click Manual and then type a maximum value in the Manual box Note You can use either a positive or negative value as the maximum value 4 To set a minimum value for this axis under Minimum click Manual and then type a minimum value in the Manual box Note You can use either a pos
182. hen click Page Header amp Footer 2 Select the appropriate check boxes and click OK 3 If you want to add objects to a header or footer drag the object that you want from the Toolbox tab to the appropriate location Add Borders to an Object You can add borders to objects in a report such as a cell a column a row a header a footer or to the whole report Once you define a style for an object you can copy and reuse it on another object Procedure 1 In the work area click the object to which you want to add a border Tip To quickly select the parent of an object click the object and then click the select ancestor button in the Properties pane title bar 2 From the style toolbar use the all borders button to specify the border properties that you want Add Text You can add text to a report You can insert text in other objects such as a block or table cell or directly in the report page You can also add multilingual text to a report Copyright IBM Corp 2005 2012 139 Procedure 1 From the Toolbox tab drag the Text Item object to the report 2 Type the text and click OK Tip You can also paste text from another part of the report Results You can now format the text by changing the font color size style justification and alignment Specify the Font for a Report You can specify the font properties for objects in a report Once you define a style for an object you can copy and
183. ick the copy button to copy the palette definition to the clipboard Close the palette dialog box Select another chart open the palette dialog box and click the paste button to paste the palette definition from the clipboard Customizing the Color Palette of a Progressive Chart You can use the chart palette to control the colors or patterns used in the columns lines data markers or areas in a chart For example if Telephone is the first in a data series of order methods and you want it to appear in blue use the palette to make the first item in the series blue You can also apply background effects to chart objects or change the colors of specific objects If specified the default color is used for outputs that do not support the palette definition For example if the palette is defined to use a radial rectangle gradient and you run the report as PDF output the default color is used because radial rectangle gradients are not supported in PDF output Procedure 1 Select the progressive chart object IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 2 To choose a preset color palette click the chart palette presets button on the style toolbar and then click a palette 3 In the Properties pane click Progressive palette You can specify the following e Positive value fill defines the appearance of the positive bars or columns on the chart e Negative value fill defines the appearanc
184. iewer window when you run a report Enable animation Animates the appearance of dialog boxes menus and panes Window startup size Specifies the size of the Business Insight Advanced window at startup Position pane on the right requires restart Moves the content and Properties panes to the right of the work area This check box is selected by default For the change to take effect you must close and then restart Business Insight Advanced Show rich tooltips requires restart Specifies whether to show descriptive tooltips when you hover over a button in the toolbar This check box is selected by default For the change to take effect you must close and then restart Business Insight Advanced Display report preview Shows a preview of the report when you open or save a report within the Open Save and Save As dialog boxes Start page view Enables you to start Business Insight Advanced in Page Design or Page Preview view For the change to take effect you must close and then restart Business Insight Advanced Edit Options Option Description Automatically populate values lists When building expressions in the expression editor automatically shows values when you browse the data of a data item IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Option Description Enable drill up or drill down links Fo
185. ils See also dimension In Cognos BI and TM1 a broad grouping of descriptive data about a major aspect of a business such as products dates or locations Each dimension includes different levels of members in one or more hierarchies and an optional set of calculated members or special categories dimensional data source A data source containing data modeled using OLAP concepts including dimensions hierarchies and measures drill down In a multidimensional representation of data to access information by starting with a general category and moving downwards through the hierarchy of information for example from Years to Quarters to Months event A change to a state such as the completion or failure of an operation business process or human task that can trigger a subsequent action such as persisting the event data to a data repository or invoking another business process event key A combination of data items that uniquely defines an event instance Identifying an event instance enables the agent to determine if it is new ongoing or stopped event list The set of detected event instances evaluated by the task execution rules to determine which agent tasks should be performed F fact See G gateway An extension of a web server program that transfers information from the web server to another server Gateways are often CGI programs but may follow other standards such as ISAPI and Apache modules
186. iltering options Tip You can also right click the member 2 If the filtering option that you want is not listed click Custom 3 In the Top or Bottom dialog box click Top to filter to the top values or Bottom to filter to the bottom values 4 To choose how and how much you want to filter click Count Percent or Sum and type the number of data items to show the percent of data items to show or the value to sum 5 Choose the intersection on which to base your filter by clicking the ellipsis button and selecting the members and measure for the intersection from either the Source tab or the Calculated Members and Measures tab IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Tip To edit the top or bottom filters click the explore button and click Edit Set Filtering the members within a set You can remove members from within a set by specifying filter conditions so that only the members that you require remain You can filter a set based on member captions For example your set includes employee names and you want to keep only the employees with names that begin with a specific letter properties that are numeric or strings For example your set includes employee names and you want to filter employees using the gender property intersection of values tuple For example you want to keep only the employees who used less that ten sick days for the year 2008 If you want to
187. in your report to exclude data based on a condition For example you can select a value in your report and filter out all values that are less than the one you selected You can also combine filters to create more complex conditions In addition you can filter sets of members to show only the top or bottom values For example if you have a crosstab showing revenue for each product line for all years you can filter the product lines to show only the top three product lines by revenue Related tasks Filtering relational data on page 102 Use filters to remove unwanted data from reports Data is displayed in the report only if it meets the filter criteria When working with relational data sources the available filtering options are determined by the data that you select Filtering dimensional data on page 132 Use filters to remove unwanted data from reports Data is shown in the report only if it meets the filter criteria Limiting data to top or bottom values on page 134 You want to focus your report on the items of greatest significance to your business question For example you want to identify your top 100 customers and what that group of customers is worth Preview Reports when Opening and Saving You can now see a preview of the report when you open or save it To preview a report click Tools Options Display report preview Related concepts Options on page 21 You can set various options that control
188. ing data items into groups that are meaningful to you Creating dimensional custom groups on page 124 Create custom groups to classify existing data items into groups that are meaningful to you Creating sections You can now create sections to show a separate list chart or crosstab for a data item ca To create sections use the section unsection icon on the toolbar Copyright IBM Corp 2005 2012 Related tasks Divide data into sections on page 146 Create sections in a report to show a separate list chart or crosstab for a data item Filtering directly from the data tree When using IBM Cognos Business Insight Advanced with relational data sources you can now filter using measures and query items m in the source tree This allows you to create a filter based on a data item that is not included in your report Related tasks Filtering based on data items not in the report on page 105 You can create a filter using a data item in the source tree that is not included in your report Names for lists crosstab and chart objects A new Name property for lists crosstabs and charts allows you to give these report objects a meaningful business name These names allow business users to easily recognize the lists crosstabs or charts when they add them into an IBM Cognos Business Insight workspace Related tasks Naming report objects for Business Insight workspaces g Provide a name for
189. io metric named Revenue Actual Value metric package In Cognos Connection a representation of a Metric Studio application A metric package contains connection information reports and metric management tasks for that application See also metric store A database that contains content for 232 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide metric packages A metric store also contains Metric Studio settings such as user preferences metric type A category of metrics that defines the business rules such as performance pattern units and meaning of a group of metrics For example Revenue can be a metric type and European Revenue and North American Revenue would be metrics of this type model A physical or business representation of the structure of the data from one or more data sources A model describes data objects structure and grouping as well as relationships and security In Cognos BL a model is created and maintained in Framework Manager The model or a subset of the model must be published to the Cognos server as a package for users to create and run reports multidimensional data source See Idimensional data source Multidimensional Expression Language MDX The multidimensional equivalent of Structured Query Language SQL N named set See predefined set namespace A part of the model in which the names may be defined and used Within a namespace each name
190. ion must contain only members from this hierarchy e Create value expressions when you want to insert a string number date or interval value You can also create a calculation that uses an intersection tuple that you already defined Assigning a Hierarchy or Dimension You must assign each query calculation to a hierarchy or dimension For best results select the hierarchy or dimension upon which your calculation focuses For example if your calculated member is based on years select the Time hierarchy If you create a calculated measure select the Measures dimension Select only a hierarchy that cannot affect the value of the calculation For example the hierarchy Camping Equipment has the same value regardless of its Products context as it appears in the report Therefore e the calculation Camping Equipment Mountaineering Equipment has a well defined meaning only in the Products hierarchy so select that hierarchy e the calculation tuple Revenue Camping Equipment can be assigned to either the Products or Measures hierarchy as it is not affected by either context e the calculation Revenue Camping Equipment does not have a well defined meaning in any hierarchy and is not reliable Automatic Database Aggregation You can use automatic database aggregation only when using IBM Cognos PowerCubes and Microsoft SQL Server 2005 Analysis Services GSAS data sources Quality of Service Indicators Not al
191. ions When Producing Reports in Microsoft Excel Format There are limitations when producing reports in Microsoft Excel format Unable to Load Images from the IBM Cognos Business Intelligence Content Store in a Report If a report contains an image whose URL points to the IBM Cognos Business Intelligence content store the Microsoft Excel spreadsheet software generates an access violation error and shuts down This problem is a known issue in the Microsoft knowledge base and Microsoft is currently investigating the problem This problem occurs only in Excel 2002 Blank Worksheet Appears If the Microsoft Excel spreadsheet software cannot download a worksheet within a timeout period Excel may instead open a blank worksheet Warning Message Appears When Excel Opens an IBM Cognos Business Intelligence Report Each time the Microsoft Excel spreadsheet software opens an IBM Cognos Business Intelligence report a warning message appears The warning message is as follows Some of the files in this Web page are not in the expected location Do you want to download them anyway If you are sure the Web page is from a trusted source click Yes The Excel workbook in HTML XML format requires the presence of the file filelist xml IBM Cognos BI does not allow the creation of local files on the client side In addition a local file that contains URLs introduces a security issue Consequently this message will appear whenever you open a
192. ironments may vary significantly Some measurements may have been made on development level systems and there is no guarantee that these measurements will be the same on generally available systems Furthermore some measurements may have been estimated through extrapolation Actual results may vary Users of this document should verify the applicable data for their specific environment Information concerning non IBM products was obtained from the suppliers of those products their published announcements or other publicly available sources IBM has not tested those products and cannot confirm the accuracy of performance compatibility or any other claims related to non IBM products Questions on the capabilities of non IBM products should be addressed to the suppliers of those products All statements regarding IBM s future direction or intent are subject to change or withdrawal without notice and represent goals and objectives only This information contains examples of data and reports used in daily business operations To illustrate them as completely as possible the examples include the names of individuals companies brands and products All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental If you are viewing this information softcopy the photographs and color illustrations may not appear 226 IBM Cognos Express Reporter Version 10 1 0 Business
193. isual effects such as drop shadows borders fills texture effects and bevel effects Insert Page Numbers in a Report 142 You can insert page numbers in a report and specify the number style to use You can select a predefined page numbering scheme or create a custom scheme You can easily insert page numbers using the Page Number object Procedure 1 From the Toolbox tab drag Page Number to the report IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Tip When you create a new report using one of the existing report layouts Page Number is already inserted in the page footer Right click the page number symbol and click Edit Number Style Choose the style to use The first three choices apply only to vertical page numbers The remaining choices specify how vertical and horizontal page values appear If you want to customize the choice that you made in the previous step click the edit button make your changes and click OK A custom number style is created If you later choose a different number style the custom style is removed from the list Tip In the Custom Number Style dialog box when you pause the pointer over a box a tooltip describes how that box affects page numbers For example the Separator Text box contains the text such as a hyphen that separates page values for both vertical and horizontal pages Insert Other Objects In addition to text and images the To
194. ith a set made of a few members select the members you want in the new set click the explore button click Replace and click With Set of Selected Members To replace members or sets with an intersection select a member or set on each edge of the crosstab click the explore button click Replace and click With Intersection Tuple Create Members and Intersections You can create individual and combinations of members that are separate from the set You can add any of the following to your report duplicates of individual members separate from the set child members of each of the members in the set as a new column an intersection of two or more members from different hierarchies as a new row or column Procedure 1 To create individual members select the members click the explore button click Create and click Individual Members To add child members click a member click the explore button click Create and click Next Level Down To create an intersection select the two data members you want to intersect click the explore button click Create and click Intersection tuple Chapter 8 Exploring Dimensional Data 115 Expand and Collapse a Member You can expand a member to add its child members indented below it as new rows and you can collapse expanded members Procedure 1 To add a member s child members click the member click the explore button a and click Expand Member Tip You can also
195. itive or negative value as the minimum value 5 To set the position of major gridlines and tick marks under Major interval click Manual and then type the distance between major gridlines and tick marks in the Manual box The distance between major gridlines and tick marks is measured in the units of that axis For example if the axis is revenue in dollars type the dollar value in the Manual box 6 To add minor gridlines type the number of minor gridlines that you want to see between each major gridline in the Number of minor intervals box Show Gridlines in a Chart To make the data in a chart that includes axes easier to read you can show horizontal and vertical gridlines You can show gridlines for the major or minor intervals on the axes You can also show alternating bands of color in the chart background that correspond to your axis gridlines You cannot show gridlines for chart types that do not display axes such as pie and donut charts Procedure 1 Select the axis chart object 2 To show alternating bands of color as your chart background do the following e In the Properties pane click Gridlines e Select the Show alternating color bands check box e Set the color and transparency of the first and second colors 3 To show major gridlines as your chart background do the following e In the Properties pane click Gridlines e Select the Show major gridlines check box e Set the color style and weight of the major
196. itles For example if you have several charts showing revenue by product line for each year you can drag the year data item to the chart title for each chart IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 To add a chart title do the following a Select the chart object b In the Properties pane click Title and type a chart title c To add a data item in the chart title change to the Page Design view and drag a data item to the report title area on the chart 2 To add a legend title do the following a Select the legend chart object b In the Properties pane click Legend title and specify the title The default title is the name of the data item c To add a data item in the legend title change to the Page Design view and drag a data item to the legend title area on the chart Note If you add a data item to your legend title when you are in Page Preview view you cannot edit the data item To edit the chart title you must switch to the Page Design view 3 To add an axis title do the following a Select the axis chart object b In the Properties pane click Axis title and specify the title The default title is the name of the data item c To add a data item as an axis title change to the Page Design view and drag a data item to the axis title area on the chart Customizing the Color Palette of a Chart You can use the chart palette to control the colors or p
197. kage If the package that a report is using has changed refresh it to ensure that you are working with the latest version Procedure In the Source tab click the refresh button Tip You can also close and reopen the report to upgrade it to the latest version of the package Copyright IBM Corp 2005 2012 27 Choose a Basic Report Layout IBM Cognos Business Insight Advanced includes several basic report layouts that include report objects such as lists crosstabs and charts You can also choose to start with a blank report or open an existing report Note You cannot choose a basic report layout when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced In this case the widget already has a basic report layout Procedure N z 1 From the report actions button EA click New 2 If you want to change the package click the ellipsis button and click a different package 3 Choose a basic report layout e To create a report using one of the predefined report layouts double click the layout e To create a new report using another report double click Existing locate the report and click Open Tip Click the Type box and then click Report templates to see only existing templates Add Data to a Report 28 Select the data items that you want to appear in the report The data tree in the Source tab is members orientated It allows you to add di
198. kers e Fine Stagger specifies that labels are staggered so that they do not overlap The labels are as close to the data markers as possible without overlapping This collision mode takes more time to render than Coarse Stagger but might result in labels being closer to their corresponding data markers Showing data values in pie and donut charts You can show the data labels or data values within the chart so that the data values are more clear For example in a pie chart show the data values within each pie slice so that you know the exact size of each pie slice Procedure 1 Select the chart 2 In the Properties pane double click the Show values property 3 To display data labels for each slice of the pie under Show select the Slice names check box 4 To show lines pointing from data labels to the slices they apply to select the Show leader lines check box 5 To specify the data label format in the Values list select what values to display e Hide does not display data values e Absolute displays the absolute value of the data e Percentage displays the slice s percentage of the whole pie e Absolute and Percentage displays the slice s percentage of the whole pie as an absolute value 6 In the Position list select the placement of data labels 7 To specify how to display the labels if their positions on the chart overlap in the Collision Mode list click one of the following modes Chapter 5 Charts 81 82
199. l data Using Relational Calculations Inserting a calculation makes your report more meaningful by deriving additional information from the data source For example you create an invoice report and you want to see the total sale amount for each product ordered Create a calculated column that multiplies the product price by the quantity ordered You build calculations in the expression editor using functions If a calculation is used in multiple reports or by different report authors ask your modeler to create the calculation as a standalone object in the model and include it in the relevant package Calculation Solve Order When calculations in the rows and columns of a report intersect calculations are performed in the following order e addition or subtraction e multiplication or division e aggregation rollup e remaining arithmetic functions absolute round round down average minimum maximum medium count e percentage difference growth or of total e rank quartile quantile or percentile If both calculations have the same precedence for example if they are both business functions then the row calculation takes precedence If you have the necessary permissions you can open your report in IBM Cognos Report Studio and override the order of precedence by changing the solve order property For more information see the Report Studio User Guide Limitations of Calculations Use only the expressions and f
200. l data sources support functions the same way The data modeler can set a quality of service indicator on functions to give a visual clue about the behavior of Chapter 8 Exploring Dimensional Data 129 the functions Report authors can use the quality of service indicators to determine which functions to use in a report The quality of service indicators are as follows not available X This function is not available for any data source in the package e limited availability The function is not available for some data sources in the package e limited support The function is available for all data sources in the package but is not naturally supported for that data source IBM Cognos Business Intelligence uses a local approximation for that function This approximation may cause poor performance and unexpected results e unconstrained no symbol The function is available for all data sources Using Quotation Marks in Literal Strings When inserting literal strings in an expression you must enclose the string in single quotation marks If the string contains a quotation mark it must be modified For example if you want to insert the string ab c you must type ab c Create a Query Calculation If you are using a IBM DB2 data source the subtract operator is invalid if you combine the datatypes timestamp2 and packed decimal When creating an expression that for use in a double byte environment such as Japanese the on
201. l editor tuple An ordered collection of two or more members from different dimensions For example the tuple 2007 Camping Equipment Japan returns the value for the intersection of the three members 2007 Camping Equipment and Japan Tuples can be used to filter and sort data and to create calculations U union set See stacked set user Any individual organization process device program protocol or system that uses the services of a computing system user defined column In metric management a column used to represent a value other than the actual or target It may be an industry benchmark or any other useful additional numerical information for a period including a calculation based on the other values of the metric User defined columns may be different for each metric type W watch list A list of metrics that each user has chosen to monitor closely If notification is enabled in Metric Studio the user will receive e mail notification of changes to these metrics Users can also choose to display their watch list as a portlet within Cognos Connection watch rule A user defined condition that determines Glossary 235 whether a report is delivered to the user When the rule is run the output is evaluated and if it satisfies the condition or rule the report is delivered by e mail or news item Watch rules limit report delivery to those reports containing data of significance to the user We
202. les You can specify whether specific table cells are table headers This allows screen readers and speech browsers to identify the relationships between the cells in your tables Procedure al 2 3 Select the table cells In the Properties pane set the Table Header property to Yes From the Run menu click Run Options and select the Include accessibility features checkbox IBM and Accessibility See the IBM Accessibility Center for more information about the commitment that IBM has to accessibility The accessibility center is online at http www ibm com able 224 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Notices This information was developed for products and services offered worldwide IBM may not offer the products services or features discussed in this document in other countries Consult your local IBM representative for information on the products and services currently available in your area Any reference to an IBM product program or service is not intended to state or imply that only that IBM product program or service may be used Any functionally equivalent product program or service that does not infringe any IBM intellectual property right may be used instead However it is the user s responsibility to evaluate and verify the operation of any non IBM product program or service This document may describe products services or features that are not includ
203. ligence uses the IEEE 754 default rounding mode known as half even With half even rounding numbers are rounded toward the nearest truncated value unless both truncated values are equidistant in which case the value ending in an even digit is chosen as follows e If the digit immediately after the precision to be shown is greater than 5 the number is rounded up e If the digit immediately after the precision to be shown is less than 5 the number is rounded down e If the digit immediately after the precision is a 5 the number is rounded down when the preceding digit is even and rounded up when the preceding digit is odd For example the number 78 5 is rounded to 78 while the number 73 5 is rounded to 74 120 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide In addition if the maximum number of decimals is lower than the actual number of decimals in the number the number is rounded to the maximum number of decimals Locale sensitive Properties IBM Cognos Business Insight Advanced contains an extensive library of customized properties adapted to users from different regions who speak different languages For example if a modeler specifies that a given data item is a currency only the proper currency symbol must be specified When reports are created Business Insight Advanced automatically adapts the format of the currency numbers to each user according to the content language specified in IBM
204. list crosstab and chart report objects so that they can easily be identified when added in an IBM Cognos Business Insight workspace New startup options A new Start page view option allows you to specify whether Business Insight Advanced opens in Page Design or Page Preview view Tools gt Options gt View By default Business Insight Advanced opens in Page Preview view Related concepts Options on page 21 You can set various options that control the appearance and behaviors of IBM Cognos Business Insight Advanced Tools Options Visual aid to select lists and crosstabs A new visual aid allows you to select all the objects in a list or crosstab When you enable the Show Container Selectors visual aid a selector three orange dots appears in the top left corner of lists and crosstabs You can use this selector to easily access and set properties for all objects in the list or crosstab with one mouse gesture Related tasks Using visual aids to design your report layout on page 21 Visual aids in the work area help you when you are designing your report layout Keyboard shortcuts for accessibility To make the report authoring experience more accessible to people who have a physical disability such as restricted mobility or limited vision Business Insight Advanced now includes new keyboard shortcuts to allow navigating the user interface with a keyboard 2 IBM Cognos Express Reporter Version 10 1 0 Business
205. lowing steps a Right click a set and click Edit Set b Click the New icon and select Custom Grouping c In the Custom Grouping window select the New Custom Group icon Eq Type a New group name Select members from the Available members list and move them to the Members list 124 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 2 To add custom groups to a list do the following steps a Click the column that you want to group on and from the Data menu select Calculate gt Define Custom Groups Tip You can click either the column heading or one of the column cells Click the New Group Entry icon EN c To group by values that you select click New Select Values Group type a New Group Name select the required values from the Values box and move the values to the Selected Values box d To group by a range of values click New Range Group type a New Group Name and enter the From and To values 3 If you do not want a group name to appear for remaining values select Do not show remaining values Clicking this option will produce empty cells for remaining values 4 If you want the group name for remaining values to match each value select Use each remaining value as a group name 5 If you want to specify your own group name for all remaining values select Group remaining values into a single group and type the name that you want 6 If you are adding custom groups in a list under New
206. ly special characters that work are ASCII 7 and 7 Procedure 1 From the Toolbox tab drag Query Calculation to the report 2 In the Name box type a meaningful name for your expression For example if you are calculating the difference between 2007 revenue and 2006 revenue you could name your expression 2007 2006 Revenue 3 Click the type of calculation that you want to create and select the hierarchy or dimension that contains the data that is the focus of your calculation 4 In the Available Components pane define the calculation e Specify how you want to view the available data items in your data package by clicking the view member tree button or the view package tree button e To add data items that are not shown in the report on the source tab i double click the data items e To add data items that are in the report but not necessarily in the model such as calculations double click the data items on the data items tab e To add functions summaries and operators on the functions tab double click elements 130 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Tip To filter the visible functions summaries and operators in the Available Components pane click the filter button and filter by the function type what the function returns or what the function acts on Tip You can also type the calculation directly in the Expression Definition box When ty
207. m set_expression value numeric_expression Example bottomSum members great_outdoors_ company Products Products Product line 6000000 tuple 2006 great_outdoors_company Measures Gross profit Result For the Product line members returns the members with the smallest Gross profit whose total for the year 2006 is at least 6 000 000 198 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide caption cast mom Returns the caption values of level member or set_expression The caption is the string display name for an element and does not necessarily match the unique identifier used to generate the business key or member unique name MUN for the element The caption is not necessarily unique for example the caption for a month may return the month name without further year details to make the value unique Syntax caption level member set_expression Example 1 caption TrailChef Water Bag Result TrailChef Water Bag Example 2 caption great_outdoors company Products Products Product line Result Returns the caption values of the Product line set Camping Equipment Mountaineering Equipment Personal Accessories Outdoor Protection Golf Equipment Converts expression to a specified data type Some data types allow for a length and precision to be specified Make sure that the target is of the appropriate type and
208. mat Width e International Currency Symbol e List Separator e Percent Symbol Excel does not support percent symbols for charts e Multiplier e Overline Text Format e PerMill Symbol e Plus Sign e Scale Excel has a different scaling formula than IBM Cognos BI e Calendar Excel does not allow changing the calendar e Era Name e First Day Of Week e Show Era Cells Contain Series of Cells in the Microsoft Excel spreadsheet software have a limit of 255 characters If your report contains text strings that are longer than 255 characters they will be formatted as text and appear as HHHH To resolve this problem use fewer characters 188 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Excel Cannot Render Reports with More Than 256 Columns The Microsoft Excel spreadsheet software limits the size of a worksheet size to 65 536 rows by 256 columns If your report contains more than 65 536 rows it is split into multiple worksheets The number of worksheets that your report can contain is limited by the physical memory of your computer If your report contains more than 256 columns the following error occurs Reports with more than 256 columns cannot be rendered in Excel Table and Column Widths The Microsoft Excel spreadsheet software does not support using percentages to determine the width of tables If the report contains only one table the value of the width attribute for the
209. mension members values and hierarchies directly to your report You can add a single member only the member s children or both the member and its children If you frequently use items from different query subjects or dimensions in the same reports ask your modeler to organize these items into a folder or model query subject and then to republish the relevant package For example if you use the product code item in sales reports the modeler can create a folder that contains the product code item and the sales items you need Procedure From the Source tab drag each data item to the work area location where you want it to appear Note A flashing black bar indicates where you can drop an item Another way to insert a data item is to right click each item and click Insert Results Tip For more information about a data item select the data item and from the Data menu click Data Properties If you want to remove a data item from the report select it and click the delete button IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Related tasks Insert a Member on page 111 By default when you insert members from the source tree into your report with IBM Cognos Business Insight Advanced members are inserted with their children and are inserted as sets You can change how members are inserted For example you may want to insert a member without its children or insert only the member s children
210. mns and Rows Change a List into a Crosstab Chapter 5 Charts 5 Using Legacy Report Studio Charts Creating Charts sti te Chart Objects Choosing a Chart Type wad d Configuration Chart Types vE Column Charts Line Charts Pie Charts Bar Charts Area Charts Point Charts Combination Charts Scatter Charts Bubble Charts Bullet Charts Gauge Charts Pareto Charts Progressive Column Charis f Quadrant Charts Marimekko Charts Radar Charts Win loss Charts Polar Charts Chart Configurations Standard Charts Stacked Charts 100 Percent Stacked Charts Three dimensional Charts Convert Charts From One Type to Another Customizing Charts be ie er g Resize a Chart Add Titles to a Chart Customizing the Color Palette of a Chart Customizing the Color Palette of a Progressive Chart Creating a Conditional Palette in a Chart Add Background Effects to a Chart Object Add Colored Regions to a Chart Customizing the Axes in a Chart Customize the Legend of a Chart Adding a Note to a Chart Adding a Baseline to a Chart A Display Trendlines in Current Default Charts Showing data values in bar column line and area chaste Showing data values in pie and donut charts Showing data values in other charts Customizing Lines and Data Points in a Line Chart Create a Matrix of Charts Customize a Gauge Chart Define Color by Value in Scatter or Bubble Charts Create a Donut Chart from a Pie Chart Pull O
211. more complex expressions use Report Studio Create a Simple Calculation You can select items in your report and create simple calculations In addition to simple arithmetic calculations you can perform numeric string date and time and interval calculations The following table defines the available numeric calculations Calculation Description data item When you select one numeric data item inserts the negative of the current value Absolute For numeric data items inserts the absolute value Round For numeric data items inserts a number rounded to the nearest integer Round up For numeric data items inserts a number rounded to the nearest integer Round down For numeric data items inserts a number rounded to the integer closest to zero Rollup Summarizes or rolls up all the values in a hierarchy Calculates the value of the first item selected as a percentage of the second item 94 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Calculation Description Difference Calculates the difference between two items as a percentage of total Calculates the value of the item as a percentage of the total for the report Note Expression definition total x total total x for report Of Base Takes the first selected member from edge A and the second selected member from edge B The calculation result of a per
212. mple topPercent set Camping Equipment Golf Equipment Mountaineering Equipment 40 2006 Result or the set of Camping Equipment Golf Equipment and Mountaineering Equipment returns the members with the largest Gross profit whose total for the year 2006 is at least 40 of the overall total topSum Sorts the set specified in set_expression in descending order and returns the topmost elements from the sorted set whose cumulative total is greater than or equal to value Syntax topSum set_expression value numeric_expression Example topSum children Products 16000000 tuple 2006 great_outdoors_company Measures Gross profit Result For the Product line members returns the members with the smallest Gross profit whose total for the year 2006 is at least 6 000 000 trim Returns string_expression trimmed of leading and trailing blanks or trimmed of a certain character specified in match_character_expression Both is implicit when the first argument is not stated and blank is implicit when the second argument is not stated Syntax trim trailing leading both match _character_expression string_expression Example 1 trim trailing A ABCDEFA Result ABCDEF Example 2 trim both ABCDEF Result ABCDEF 218 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide tuple union Identifies a cell lo
213. mples illustrate product features and technical and business best practices You can also use them for experimenting with and sharing report design techniques and for troubleshooting As you use the samples you can connect to features in the product For examples related_to different kinds of businesses see the product blueprints at publib boulder ibm com infocenter cogic v1lr0m0 index jsp For information about specific installation choices and environments see the IBM Cognos Business Intelligence Architecture and Deployment Guide or the Proven Practices and the IBM Cognos Implementation Roadmaps on publib boulder ibm com infocenter cogic v1r0m0 index jsp For information about audit samples see the IBM Cognos Business Intelligence Administration and Security Guide For information about Mobile samples see the IBM Cognos Mobile Installation and Administration Guide The Sample Outdoors Company or GO Sales or any variation of the Sample Outdoors name is the name of a fictitious business operation whose sample data is used to develop sample applications for IBM and IBM customers Its fictitious records include sample data for sales transactions product distribution finance and human resources Any resemblance to actual names addresses contact numbers or transaction values is coincidental Unauthorized duplication is prohibited Where to find the samples The samples are included with the product and the samples for ea
214. n A 4 Choose how you want text to flow by specifying the options that you want Specify Line Spacing and Breaking You can specify text properties by choosing any of these options Option Description Line Height Sets the distance between lines of text in an object Letter Spacing Sets the amount of additional space between letters in an object Text Indent Sets the indentation of the first line of text in an object Note This property works with HTML output but does not apply to PDF output Word Break Sets line breaking behavior within words Break words when necessary Sets whether to break words when the content exceeds the boundaries of an object Enforce stricter line breaking rules for Japanese Text Sets line breaking rules for Japanese text Procedure 1 Click the object you want 2 From the Style menu click Style and click the Advanced tab 3 Under Spacing amp breaking click the edit button A 4 Specify the text properties Specify the Height and Width of an Object You can specify the height and width of objects using various units of measurement In addition if the object is a block you can specify how to handle content overflow Specify the height and width by choosing any of these options Option Description Height Sets the height of the object Chapter 9 Formatting Reports 149 Option Description
215. n the current package instead of another report 168 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Working with External Data in an Unsecured IBM Cognos Application If your IBM Cognos application is not secured and users can log on anonymously you may encounter issues if multiple people import external data in the same package For example Robert imports his external data into package A and saves the package and reports he created in My Folders Then Valerie also imports her external data into the same package A and saves the package in My Folders Valerie has therefore overwritten Robert s external data in package A Now if Robert tries to run one of his reports he encounters errors because his external data is no longer in package A To avoid this problem e save packages that contain external data with a unique name e apply security to your IBM Cognos applications so that users do not share the same My Folders area Publish the Package You can change the name and location of the package with your external data to help you differentiate between data packages Procedure 1 If you want to rename the package that will be published or change the location where it is published do the following e In the Manage External Data dialog under Package name click the ellipsis button e Type a new name for the package and select the location where to save it e Click Save 2 Click P
216. n IBM Cognos BI report in Excel If you see this error message click Yes to open the report Spreadsheet Content Not Saved for Reports Saved in XLS Format If you open a report that was saved in XLS format or run a report in XLS format and security settings in your Web browser are set so that you are prompted to open or save the report do not click Save If you save the report the spreadsheet content will not be saved This is because Microsoft Excel reports in Microsoft Office 2000 HTML format use relative paths to the spreadsheets The relative URL paths are no longer available when you open a saved XLS report Instead click Open first and then choose to save the report Copyright IBM Corp 2005 2012 187 Unable to Load Excel Report in Netscape 7 01 This version of IBM Cognos Business Intelligence does not support loading Microsoft Excel reports in Netscape 7 01 Unsupported IBM Cognos BI Formatting About 30 of the formatting functions available in IBM Cognos Business Intelligence are not supported in the Microsoft Excel spreadsheet software In particular Excel does not allow changing locale dependent formatting attributes such as the following e Decimal Separator e Exponential Symbol e Group Separator e Monetary Decimal Separator e AM String e Day Name e Day Short Name e Decimal Delimiter Symbol e Month Name e Month Short Name e PM String In addition Excel does not support the following e For
217. n SSAS 2005 185 functions quality of service indicators in dimensional reporting 129 quality of service indicators in relational reporting 96 G gauge charts 56 customizing 86 glossary 229 gridlines customizing 76 grouping data in relational reporting 92 sorting columns 99 groups custom 104 124 H headers adding 139 headers and footers showing or hiding 21 height of objects 150 hierarchies 29 inserting 113 highlighting using conditional styles 151 horizontal charts See bar charts HTML format producing reports 31 hyperlinks buttons are not supported for Microsoft Excel 190 inserting buttons 144 IBM Cognos BI Software Development Kit 35 icons 29 images adding alternate text 223 adding as backgrounds 142 inserting in reports 141 Microsoft Excel limitations 187 indenting objects 147 insertable objects pane 19 intersections of members in dimensional reporting 131 J Japanese Microsoft Excel limitations 189 justification 149 L labels specifying in gauge charts 86 layout laying out financial reports 35 laying out report pages 145 using tables 145 legends adding titles 69 customizing 77 level hierarchies 109 levels 29 109 Index 239 LFA dll file 159 limitations aggregating measures in dimensionally modeled relational or relational data sources 128 line breaking 149 line charts 47 line spacing 149 lineage information 36 lines adding regression lines to charts 80 lists 91 converting to
218. n conditionally color an entire row of the crosstab based on any measure in the columns Related concepts Highlight Data Using a Conditional Style on page 151 Add conditional styles to your report to better identify exceptional or unexpected results A conditional style is a format such as cell shading or font color that is applied to objects if a specified condition is true Lineage Information for Data You can now view lineage information of a data item to see what the item represents before you add it to a report A data item s lineage information traces the item s metadata back through the package and the package s data sources Viewing lineage information ensures that you add the correct data items to a report For example you can view the lineage information of a model calculation to see how it was created You can view this information from IBM Cognos Report Studio IBM Cognos Query Studio IBM Cognos Analysis Studio and IBM Cognos Viewer Related tasks View Lineage Information for a Data Item on page 36 View lineage information of a data item to see what the item represents before you add it to a report Extended Support for Dimensionally modeled Relational Data Sources There is now support for multiple hierarchies of a single dimension for dimensionally modeled relational data sources In addition the sorting of data by member is enhanced A member can appear sorted in the metadata tree and on the
219. n used with OLAP data sources 183 relational reporting best practices 15 grouping data 92 summarizing data 98 renaming rows and columns 148 report formats Excel 33 XML 34 report layouts 20 report outputs accessibility options 223 Microsoft Excel 2007 3 report specifications 35 creating 27 report types crosstab 39 reports creating 27 producing in CSV format 32 resizing charts 68 resizing objects 150 reusing styles 141 rollup calculations in dimensional reporting 128 in relational reporting 96 rounding numbers in dimensional reporting 120 in relational reporting 101 row numbers inserting 144 rows renaming 148 swapping with columns 42 rows per page 31 run options accessibility options 223 setting 31 running reports 31 against dimensional data sources 32 against SAP BW 32 S Sample Outdoors Company samples 177 samples 177 GO Data Warehouse analysis package 178 GO Data Warehouse query package 178 SAP BW data sources running reports against 32 units of measure notation 32 saving reports to your computer 159 scatter charts 53 screen resolution requirements 18 searching members 112 tab 20 sections 146 creating for dimensional data 117 sector charts 48 Secure Socket Layer Microsoft Excel limitations 189 set definitions 116 set expressions building in dimensional reporting 129 sets editing 116 filtering 135 sets of members creating 114 joining 116 nested or parallel sets overlapping 182 single edge cross
220. ne in order to access suppression options Chapter 8 Exploring Dimensional Data 121 Access to the suppression feature depends on the settings in your modeling component IBM Cognos Transformer IBM Cognos Framework Manager and IBM Cognos Administration You can also use filters to suppress null cells in your reports Using filters ensures that calculations take suppression into account You may also obtain better report performance because the filtering is done at the data source Procedure 1 From the Data menu click Suppress and click Suppression Options 2 Under Suppress choose what sections to suppress 3 Under Suppress the following choose which values to suppress Related tasks Filtering dimensional data on page 132 Use filters to remove unwanted data from reports Data is shown in the report only if it meets the filter criteria Limitations When Formatting Empty Cells in SAP BW Data Sources When working with SAP BW data sources if the SAP BW server administrator configured custom formatting for empty cells on the SAP BW server this custom format does not appear in IBM Cognos Business Intelligence reports Ask your administrator to configure the formatting of empty cells in IBM Cognos Business Intelligence Example Suppress Zeros in Rows and Columns in an Existing Report You are a report writer at The Sample Outdoors Company which sells sporting equipment You have a report that compares current year dat
221. ng moving replacing duplicating expanding filtering and joining members Chapter 1 What s New 7 When working with dimensional data sources you can do the following by right clicking a member in a set using the Explore option on the Data menu or clicking the explore button e Drill up and down on members and sets e Exclude members from the initial set or from the set as it is currently shown e Move members to the top or bottom of the set e Replace members or sets with child members with level members with a set of selected members with individual members or with an intersection e Create duplicates of individual members add members from the next level down or create an intersection e Expand and collapse members to add its child members below it as new rows e Filter the members in a set e Join two sets to create a new larger set Related concepts Chapter 8 Exploring Dimensional Data on page 109 Dimensional data sources include OLAP and dimensionally modeled relational DMR data sources The Source tab 33 in the content pane shows a member oriented view of the data Default Behaviors for Members in Dimensional Data Sources Business Insight Advanced includes new default behaviors for members when working with dimensional data sources The default behavior for inserting members from the source tree into your report is now to insert members with their children and to create sets The default
222. ng the full data tree and the dimensional only data tree by clicking the view package tree button and the view members tree button kal These same buttons are available when you build a calculation Related concepts Chapter 8 Exploring Dimensional Data on page 109 Dimensional data sources include OLAP and dimensionally modeled relational DMR data sources The Source tab in the content pane shows a member oriented view of the data Properties Pane A new Properties pane lists the formatting properties that you can set for an object in a report Related concepts Chapter 9 Formatting Reports on page 139 Format your report to make it more readable and to reflect company standards When you format a report in IBM Cognos Business Insight Advanced the formatting is stored in a layout Moving the content and properties panes By default the content and properties panes appear to the right of the work area You can move them to the left Related concepts Options on page 21 You can set various options that control the appearance and behaviors of IBM Cognos Business Insight Advanced Tools Options Inserting Members Buttons Moved Chapter 1 What s New 5 a The insert individual members button and the insert member with children button have moved to the top of the content pane These buttons have the same function as they did in the previous release Related tasks Insert a Member on p
223. nt 4 Under Values select your values If you filter numeric data select the type of filter condition that you want to create Specific values Comparison or Range Tip If you filter text data and want to use your own value under Selected Value click the new button and specify your value 5 If you want users to be prompted when they run the report select the Prompt for values when report is run in viewer check box 6 If you want the filter to include null values select the Include missing values NULL check box Editing filters You can specify whether filters are mandatory and whether to apply them before or after automatic aggregation Procedure 1 On the toolbar click the filter button 2 Click Edit filters 3 To edit an existing filter select the filter that you want to edit and click the edit button Tip Click the new button to add new filters 4 To specify whether the filter is mandatory in the Usage box select an option 5 To specify whether to apply filters before or after automatic aggregation in the Application box select an option Chapter 7 Exploring Relational Data 105 Removing filters You can remove a single filter or all filters for your report if they are no longer needed Procedure 1 On the toolbar click the filter icon F 2 To remove all the filters in your report click Remove all filters 3 To remove a single filter click Edit filters 4 Select the filter that
224. ntents Vv Limiting data to top or bottom values Filtering the members within a set Creating a custom filter Combining filter conditions Editing filters Removing filters Extended Data Items Create a Drill up and Drill dowh Report Chapter 9 Formatting Reports Add a Header or Footer to a Report Add Borders to an Object Add Text i Specify the Font for a Report Add Color to an Object Copy Object Formatting Insert an Image in a Report Add Background Effects Insert Page Numbers in a Report Insert Other Objects Align an Object Lay Out Report Pages Use a Table to Control Where Objects Appear Apply a Table Style Divide data into sections Apply Padding to an Object Set Object Margins Rename a Row or Column Specify Text Flow in an Object Specify Line Spacing and Breaking Specify the Height and Width of an Object Control How Other Objects Flow Around an Object Highlight Data Using a Conditional Style Create a New Conditional Style Reuse an Existing Conditional Style Create an Advanced Conditional Style Example Add a Conditional Style to an Existing Report Specify what appears for data containers that contain no data Modifying Report and Object Styles Modify the Report Style Modify Object Styles Don t Print Class Modifying the Default Layout Style Sheet Chapter 10 Managing Existing Reports Open and Save a Report on Your Computer Copy a Report to the Clipboard Copy a
225. o an internal schema xmldata xsd You can find this schema file in c10_location bin This format consists of a dataset element which contains a metadata element and a data element The metadata element contains the data item information in item elements The data element contains all the row and value elements You can create models from reports and other data that conform to the xmldata xsd schema This is useful if you want to use a report as a data source for another report or if you use a database that cannot be read by IBM Cognos Framework Manager In this case export the data from the data source to an XML file in conformance with the xmldata schema and then open the XML file in Framework Manager For more information see the Framework Manager User Guide You cannot produce the following in XML format e maps e charts that do not have at least one category or series e reports that have more than one query defined in the report unless the additional queries are used for prompts If a report contains more than one data container such as a crosstab and a list and both containers use the same query only the output for the list is produced If a report contains multiple lists only the output for the first list is produced If a report contains multiple crosstabs and multiple lists only the output for the first list is produced Set PDF Page Options Set PDF page options to control how report pages appear in PDF You can
226. o not use this combination in your reports Problems Running Reports The topics in this section document problems you may encounter when viewing or running reports Measure Format Disappears in SSAS 2005 Microsoft SQL Server 2005 Analysis Services SSAS does not propagate formatting through calculations IBM Cognos compensates for this whenever possible but cannot guarantee to do so in all cases As a result if you are working with a Microsoft SSAS cube any calculation other than a non count summary that is based on or intersects with a formatted measure such as a currency may lose the measure format This may also happen if you use a detail filter or context filter slicer For example a crosstab includes members on one edge and a measure with formatting such as a currency symbol and decimal places applied on the other edge When you run the report you see the formatting for each cell However if you add a detail filter such as measure gt 1 and run the report all the formatting disappears Additionally because the SSAS behavior depends on the fine details of the MDX generated by IBM Cognos Business Intelligence whether the format is lost in a report can change from release to release To avoid this problem specify explicit formatting for the affected row column or cell Appendix A Troubleshooting 185 186 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Appendix B Limitat
227. ods 13 924 Irons 14 244 Safety 22 332 Sunscreen 215 432 Insect Repellents 270 074 Lanterns 345 096 Example 2 order members Great Outdoors Company Product Product Product type Quantity sold ASC Result Returns the quantity sold for each product type in ascending order 212 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Product Line Quantity Woods 13 924 Trons 14 244 Putters 23 244 Tents 130 664 Cooking Gear 198 676 Lanterns 345 096 parallelPeriod Returns a member from a prior period in the same relative position as member This function is similar to the cousin function but is more closely related to time series It takes the ancestor of member at level called ancestor and the sibling of ancestor that lags by integer_expression positions and returns the parallel period of member among the descendants of that sibling When unspecified integer_expression defaults to 1 and member defaults to the current member Syntax parallelPeriod level integer_expression member Example 1 parallelPeriod great_outdoors_company Years Years Quarter 1 2006 Aug Result 2006 Nov Example 2 parallelPeriod great_outdoors_company Years Years Quarter 1 2006 Aug Result 2006 May Example 3 parallelPeriod great_outdoors_company Years Years Year 2 2006 Aug Result
228. of each column is either 1 or 1 often denoting a win or loss Win loss charts use two measures the default and the win loss measure and no series The win loss measure is the measure or calculation that you define The following example shows the quarters that have a margin of less than 10 000 in red en E ooy Polar Charts Polar charts are circular charts that use values and angles to show information as polar coordinates Polar charts are useful for showing scientific data You can specify a default measure For example you might need to specify a default measure to give context to a calculated measure in the chart The following example shows the revenue and quantity for each product line The distance along the radial axis represents quantity and the angle around the polar axis represents revenue 0 1 000 000 Product line S 600 000 80 x 20 X Personal Accessories E 200 000 Mountaineering Equipment x Golf Equipment Camping Equipment M Outdoor Protection 60 40 Revenue millions Chart Configurations Chart configurations specify the grouping type of the columns bars lines and areas in a chart Some examples are standard stacked and 100 percent stacked charts Chapter 5 Charts 61 Standard Charts Standard or absolute charts are useful for comparing specific values and for representing discrete data such as data for different regions or individual employees For example
229. olbox tab contains other objects that you can add to the report layout Object Description Text item Inserts text Block Inserts an empty block a container in which you can insert other objects This is useful for controlling where objects appear Tip You can use blocks to add space between objects However empty blocks are not rendered You must insert an object or specify the height and width Table Query Calculation Inserts a table a container in which you can insert other objects This is useful for controlling where objects appear Inserts a calculation Intersection Tuple Inserts an intersection tuple Image Inserts an image Crosstab Space Inserts an empty cell on a crosstab edge Allows for the insertion of non data cells on an edge Blank cells appear for the edge when the report is run Insert this object when a crosstab edge does not produce useful data and you want blanks to appear in the cells instead Chapter 9 Formatting Reports 143 Object Description Crosstab Space with fact cells Inserts an empty cell on a crosstab edge Allows for the insertion of non data cells on an edge The contents of the fact cells for the edge are rendered when a measure is added or the default measure is specified If the crosstab space is nested the scope of the fact cells is the scope of the item that is at the level before the space If
230. om a dimension on an edge of the crosstab and nest another hierarchy from the same dimension on the same edge on another edge or in the Context filter area You can also perform arithmetic percentage and ranking calculations using multiple hierarchies Summary or analytic calculations that refer to different hierarchies from the same dimension such as total count average minimum and maximum are not supported These calculations cause an OP ERR 0250 error Procedure 1 From the Source tab drag the hierarchy to the report 2 In the Insert Hierarchy dialog box choose which members to insert e To insert only the root members of the hierarchy click Root members e To insert all members of the hierarchy click All members Tip The default Level Indentation property for all members is to show the hierarchical structure when the report is run Insert a Member Property You can insert member properties which are attributes of a member in your report Member properties provides additional information about the member For example an employee level may have a property named gender In the data tree of the Source tab EJ member properties are identified by the icon i You can only insert properties You cannot group them Procedure From the Source tab drag the member property to the report Create a Set of Members Use sets to group members that are logically related for various actions such as formatting nes
231. on see Adding a Note to a Chart on page 77 Hide show or change the axis line Select the Primary Axis or Category Axis chart object In the Properties pane click Axis line For more information see Change the Axis Scale of a Chart on page 75 Add data labels such as values on bars slices columns and so on Select the chart and in the Properties pane select the Axis label check box For more information see Customizing the Axes in a Chart on page 75 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Goal Action to perform Hide or show an axis label Select the Primary Axis or Category Axis chart object In the Properties pane select the Axis label check box For more information see Customizing the Axes in a Chart on page 75 Change axis properties such as range scale interval and so on Select the axis and in the Properties pane click Axis range For more information see Change the Axis Scale of a Chart on page 75 Hide or show the border around a chart or chart object Select the chart or chart object and from the toolbar click the background effects presets button For more information see Add Background Effects to a Chart Object on page 72 Hide or show the tooltips in a chart Select the chart and in the Properties pane click Tooltips and select an option When you pau
232. on marks e use a new line character to delimit rows You can open reports saved in CSV format using Microsoft Excel Microsoft Windows Wordpad and Oracle StarOffice software By default reports produced in CSV format will appear in the application associated with the csv file type In IBM Cognos Connection you can configure the CSV output to suit your environment For example you can specify the character used to delimit fields For more information see the Administration and Security Guide or contact your administrator Producing a Report in Microsoft Excel Format You can export your report output to Microsoft Excel spreadsheet software format xls Excel 2007 produces reports that you can view in Microsoft Excel version 2007 Excel 2007 format renders report output in native Excel XML format also known as XLSX This format provides a fast way to deliver native Excel spreadsheets to Microsoft Excel 2002 Microsoft Excel 2003 and Microsoft Excel 2007 Users of Microsoft Excel 2002 and Microsoft Excel 2003 must install the Microsoft Office Compatibility Pack which provides file open and save capabilities for the new format The output is similar to other Excel formats with the following exceptions e Charts are rendered as static images e Row height can change in the rendered report to achieve greater fidelity e Column width that are explicitly specified in reports are ignored in Microsoft Excel 2007 e Merged cells are used
233. on your computer when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced Procedure 1 Obtain the LFA dll from your IBM Cognos BI administrator The DLL is located in the bin directory where IBM Cognos BI is installed 2 Open a command prompt window 3 Register the LFA dll file by typing the following regsvr32 LFA dll 4 In your browser set your computer and the IBM Cognos BI server as trusted sites 5 In Business Insight Advanced from the Tools menu click Options 6 Click the Advanced tab 7 Select the Allow local file access check box and click OK The menu items Local Open and Local Save As appear in the File menu 8 Close and restart Business Insight Advanced Results You can now open and save reports on your computer Note The first time you try to open or save a report locally from the Microsoft Internet Explorer Web browser Internet Explorer asks you whether you want to allow an ActiveX control on the page to interact with other parts of the page Click Yes to continue Copy a Report to the Clipboard You can copy a report specification to the clipboard so you can open it from the clipboard later This process is different for the Microsoft Internet Explorer and Mozilla Firefox Web browsers because the clipboard works differently in each Web browser Copyright IBM Corp 2005 2012 159 Related tasks Open a Report from the Clipboard
234. ons based on all charted data values on the specified axis Percentile Uses a specified percentile Percent on Axis Uses a percentage of the full range of the axis For example if the axis range is 500 to 1100 a Percent along axis value of 25 puts the baseline at 100 25 of the range 1600 If you apply more than one baseline you can specify in which order they should be drawn when the report runs They are drawn from top to bottom If you have two baselines with the same coordinates the first one in the list is drawn first and the next one is drawn on top of the first one By default the baseline and its label appear in the legend Baselines do not support color transparency Procedure 1 Select the chart object 2 Depending on your chart and the type of baseline you want to add in the Properties pane click Numeric baselines or Category baselines 3 Click the new button and choose the type of baseline from the list 4 Specify the necessary criteria for the baseline position 5 Under Baseline Properties type a label for the baseline and specify the line style Tip To remove the baseline from the legend delete the label 6 If you add more than one baseline specify their order using the up and down arrows Tip To delete a baseline click the delete button x 7 To edit a baseline select the baseline in the chart and in the Properties pane edit the properties Display Tr
235. oor and positive percentage variances in green Excellent You want to add a third conditional style Chapter 9 Formatting Reports 153 to indicate percentage variances above 0 but less than 10 You create a conditional style that highlights percentage variances between 0 and 10 in yellow Average Procedure 1 Open the GO Balance Sheet as at Dec 31 2006 report from the GO Data Warehouse analysis package 2 Right click any cell in the Variance column and click Style Conditional Styles 3 Select Conditional Style 1 and click the edit button 7 4 Select the first advanced condition listed and click the edit button 5 Delete 0 from the expression definition 6 Click the Functions tab and then expand the Operators folder 7 Double click between and then click after between in the expression add a space and type 0 8 Double click and and then click after and in the expression add a space type 1 and click OK 9 From the Style box associated with this condition click Average 10 Select the second advanced condition listed and click the edit button 11 Replace gt 0 in the expression with gt 1 and click OK 12 Leave the style associated with this condition as is 13 Run the report The new conditional style appears in the Variance column Year to date USD 000 s Current Year 2006 Previous Year 2005 Assets total Current assets total Operating assets total Other assets total Liabilities to
236. or pattern and is described in the legend You can plot one or more data series in a chart pie charts have only one data series In the example chart the data series are order years 2004 2005 2006 and 2007 Categories Categories are groups of related data from the data series that are plotted on the X axis Categories of multiple data series are shown together using clustered and stacked data markers In the example chart the categories are the product lines of The Sample Outdoors Company in clustered columns Axes Axes are lines that provide references for measurement or comparison The primary axis or Y axis refers to measures of quantitative data such as sales figures or quantities Charts can have more than one primary axis The category axis X axis or ordinal axis plots qualitative data such as products or regions It runs horizontally except in bar charts The z axis is the vertical axis in a 3 D chart Chapter 5 Charts 45 Choosing a Chart Type and Configuration Major gridlines extend from the tick marks on an axis and run behind the data markers Legend A legend is a key to the patterns or colors assigned to the data series or categories in a chart Columns Lines and Areas Charts use graphical elements such as columns horizontal bars points bubbles lines and areas as visual representations of data points To choose a chart type consider what you want the chart to illustrate Different c
237. ou can select a member in a set to highlight it as the primary selection and the other members as secondary selections e Sort sets A a You can select an extended data item click the sort button and click Advanced Set Sorting to sort a set in ascending or descending order to sort hierarchically and to sort by caption by a property or by an intersection tuple e Apply contextual calculations You can select an extended data item and then from the Data menu click Calculate to see a contextual list of calculations that are available for this extended data item Create a Drill up and Drill down Report When working with dimensional or dimensionally modeled relational DMR data sources you can create reports that allow the reader to drill down to lower level data sets or drill up to higher level data sets Drilling up and down allows you to view more general or more detailed information on your data within a predefined dimensional hierarchy such as Years Year Quarter Month without having to create different reports You must run the report before you can drill up or down Note You cannot set drill options when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced Procedure 1 From the Data menu click Drill Options 2 In the Report output drill capabilities box select the Allow drill up and drill down check box By default Business Insight Advance
238. ou can show the data labels or data values within the chart so that the data values are more clear For example you can display the data values above each column in a column chart to show the exact height of each column IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 2 3 In the chart under Series select the chart type icon In the Properties pane double click the Show values property To specify the data label format in the Values list select what values to display e None does not display data values e Absolute displays the absolute value of the data e Cumulative displays the cumulative value of the data To show lines pointing from data labels to data marker they apply to select the Show leader lines check box To specify how to display the labels if their positions on the chart overlap in the Collision Mode list click one of the following modes e None specifies that labels appear in default positions and might overlap e Normal for pie and donut charts specifies that labels are placed just above their corresponding data markers or chart objects There is no collision detection so labels can overlap e Coarse Stagger specifies that labels are placed close to their data markers and staggered so that they do not overlap This collision mode takes less time to render than Fine Stagger but might result in labels being farther away from their corresponding data mar
239. ou might want to change how chart axes are displayed add titles and data labels change the colors used move or hide the legend or add additional chart objects such as notes trendlines and baselines Chapter 5 Charts 65 You can make these and many other changes by changing the default properties of a chart or a chart object Some properties are dependent on the existence of other properties The following table shows some of the properties you can change in charts These properties are available when you select the chart object unless specified otherwise in the Action to perform in the Properties pane column Goal Action to perform Hide or show the chart legend or axes titles Select the chart and in the Properties pane click Title For more information see Add Titles to a Chart on page 68 Hide or show the legend Select the chart and in the Properties pane click Legend For more information see Customize the Legend of a Chart on page 76 Hide or show baselines Select the chart and in the Properties pane click Numeric baselines For more information see Adding a Baseline to a Chart on page 78 Hide or show trendlines Select the chart and in the Properties pane click Trendlines For more information see Trendlines in Current Default Charts on Hide or show notes Select the chart and in the Properties pane click Notes For more informati
240. ow s blur Under Offset enter a value and a unit to define the width and height of the drop shadow Under Transparency type a percentage to determine the transparency of the shadow 6 To add a bevel in the Properties pane under Bevel click a bevel effect Related tasks Add Color to an Object on page 140 You can add background and foreground color to objects in the report Add Colored Regions to a Chart You can define colored regions in the body of a chart For example you can divide the background of a scatter chart into quadrants and color each quadrant You can add colored regions to bubble bullet combination Pareto progressive column and scatter charts In bullet charts colored regions are automatically added You can use the following criteria to position the colored regions Option Position Percent on Axis Uses a percentage of the full range of the axis For example if the axis range is 500 to 1100 a Percent on Axis value of 25 puts the baseline at 100 25 of the range 1600 Chapter 5 Charts 73 Option Position Numeric Value ses a static numeric value Mean U Uses the statistical mean plus or minus a number of standard deviations based on all charted data values on the specified axis Percentile ses a specified percentile Statistical Maximum U Uses the following expression 25th percentile value 1 5 75th per
241. pears for each data item and a section header appears outside the list crosstab or chart In addition you can group data items only in lists but you can create sections in lists crosstabs and charts When working with dimensional data you can also create page layers to show values on a separate page for each member When you remove a section the data item is returned to the original list crosstab or chart For crosstabs if you created sections for both rows and columns at once with Ctrl click or Shift click when you remove the section all data items are returned to one edge of the crosstab for the first data item that you selected For example you Ctrl click the rows and then the columns and you create a section When you remove the section all data items are returned to the rows You can then drag the data items that belong in the columns back into the Columns area Procedure 1 Click the data item on which to section Tip To create multiple sections at once use Ctrl click or Shift click 2 Click the section unsection button H 3 To remove a section click the data item and click the section unsection button 146 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Related tasks Group Data on page 91 Group data items in a list report to remove duplicate values For example you have a report that shows products purchased For each product the product type is also shown You g
242. ping date values ensure that the date format is correct for your database type 5 Click the validate button Any validation errors appear on the Errors tab of the Information pane Tip e To show or hide the Available Components pane click the blue arrow to the right of the pane e To show or hide the Information pane click the blue arrow above the pane e To copy and paste expression components in the Expression Definition pane use the copy button and the paste button Create an Intersection Tuple When working with dimensional data an intersection also known as a tuple is useful for obtaining a value from the combination of two or more members that you specify Each member must be from a different hierarchy The intersection can include only one measure For example the intersection Revenue 2004 Cooking Gear shows the revenue value for the year 2004 and for the product line Cooking Gear Procedure 1 From the Toolbox tab drag the Intersection Tuple object to the report 2 From the Available members and measures pane select items and click the right arrow to move them to the Intersection members and measures box You can also use items from the Calculated Members and Measures tab 3 To define the hierarchy for this intersection click a parent object in the Intersection hierarchy box Drill on a Member or Set You can drill up or down on members and sets within IBM Cognos Business Insight Advanc
243. position from the diagram Note When you choose a preset legend position that position appears inside any padding that you have added to the chart object Customized legend positions do not include any chart padding 5 To choose a customized legend position do the following e Click Advanced and click the ellipsis button e To display the legend at a set distance from the sides of the chart area from the Anchor list click Relative to Chart e To display the legend at a set distance from the sides of the chart body from the Anchor list click Relative to Chart Body e To display the legend at a set distance from a report expression from the Anchor list click Report Expression click the ellipsis button beside Expression and enter an expression in the Report Expression dialog box e Set the horizontal and vertical distances from the anchor 6 To change the text that appears as the legend title select the legend object and in the Properties pane click Legend title and specify the title 7 To truncate the items in the legend do the following e Select the legend object e In the Properties pane click Text truncation e To specify the number of characters at which the legend items are truncated click Manual and type the number of characters in the Maximum characters box e To shrink the font of the legend item text until all the text fits in the legend select the Shrink font as needed check box e To specify
244. pression median expression for report minimum Returns the minimum value of selected data items Distinct is an alternative expression that is compatible with earlier versions of the product Syntax minimum distinct expression auto minimum distinct expression for alllany expression expression minimum distinct expression for report Example minimum Sales Result Returns the minimum value out of all Sales values standard deviation Returns the standard deviation of selected data items Syntax standard deviation expression auto standard deviation expression for all any expression expression standard deviation expression for report Example standard deviation ProductCost Result Returns a value indicating the deviation between product costs and the average product cost total Returns the total value of selected data items Distinct is an alternative expression that is compatible with earlier versions of the product This function is displayed in the Budget vs Actual sample report in the GO Data Warehouse analysis package Syntax total distinct expression auto total distinct expression for alllany expression expression total distinct expression for report Example total Sales Result Returns the total value of all Sales values variance Returns the variance of selected data items 194 IBM
245. prompted when they run the report select the Prompt for values when report is run in viewer check box 7 If you want the filter to include null values select the Include missing values NULL check box Creating relational custom groups Create custom groups to classify existing data items into groups that are meaningful to you You can use custom groups to convert numeric values into broader categories For example you can break down sales results into low medium and high categories Or you can reduce the number of values into a smaller more meaningful groups For example you can change a list of employees into separate teams or departments When you create custom groups in a list a new column is added to the report with the name data item Custom You can use this new column to group or sort the report If you want to show only the new groups you can delete the original column Chapter 7 Exploring Relational Data 103 Procedure 1 Click the column that you want to group on and from the Edit Data menu click Calculate gt Define Custom Groups Tip You can click either the column heading or one of the column cells Click the New Custom Group icon 4 To group by values that you select click New Select Values Groups type a New Group Name select the required values from the Values box and move the values to the Selected Values box To group by a range of values click New Range Group type a New Group Name
246. r data items where drill up or drill down is possible enables drill up or drill down links When you select a data item it becomes a link that you can click to drill up or down Also you can still double click data items to drill up and down By default this option is enabled Use chart flyouts in Design View When in Page Design view shows the chart drop zones as flyouts that appear only when you hover your mouse over the chart When cleared the chart drop zones are always displayed By default this option is enabled For more information see Creating Charts Drop replace on crosstab and chart nodes Specifies what the existing members are replaced with when you drag a new member onto a report Double click on member action When working with dimensional data specifies what happens when you double click a member data item By default you drill down or up on the item that you double click Report Options Option Description Limit on inserted individual members When working with a dimensional data source limits the number of child members that are inserted For example you specify 3 for this option and in the Source tab you specify the option to insert children when you drag a member to a data container You then drag the Camping Equipment member to the rows of a crosstab What you see as rows are the child members Cooking Gear Tents and Sleeping Bags and a ro
247. r example you can change the number of decimal places or the default summary If you want to use numeric data from your external data source as a measure in a crosstab you must assign that data item a default summary other than Unsupported A specified default summary makes the data item appear as a measure in the data tree in the Source tab Otherwise if you add the data item with an Unsupported default summary as the measure in a crosstab no values appear Attribute Description Data type Identifies whether data in the file is one of the following type Integer which represents numeric values Decimal which represents integer values that are scaled by a variable power of 10 Text which represents values that contain letters and symbols Date or Date Time which represent dates and times Default summary Identifies Sum Average Max Min Count or Unsupported as the default type of summary for the data item Applies only to Integer and Decimal data types Decimal places Specifies the number of decimal places for the data item Applies only to the Decimal data type If you mapped links between data items in your external data and data items in your enterprise data specify the options that define the relationships between the data items For each data item that you import and link specify whether values are unique or exist more than once in both your external data and in your enterprise
248. r other model objects 2 For OLAP data sources the number of members in a hierarchy The cardinality property for a hierarchy is used to assign solve orders to expressions cascading prompt A prompt that uses values from a previous prompt to filter the values in the current prompt or pick list certificate In computer security a digital document that binds a public key to the identity of the certificate owner thereby enabling the certificate owner to be authenticated A certificate is issued by a certificate authority and is digitally signed by that authority See also certificate authorit certificate authority CA A component that issues certificates to each computer on which components are installed CGI See Common Gateway Interface cipher suite The combination of authentication key exchange algorithm and the Secure Sockets Layer SSL cipher specification used for the secure exchange of data class style A combination of formatting characteristics such as font font size and border that the user names and stores as a set CM See Common Gateway Interface CGI An Internet standard for defining scripts that pass information from a web server to an application program through an HTTP request and vice versa condition An expression that can be evaluated as true false or unknown It can be expressed in natural language text in mathematically formal notation or in a machine readable language
249. r overflow behavior is ignored for generated images in HTML reports Procedure 1 Click the object 2 To choose a preset background effect click the background effects presets button on the style toolbar and then click a background a 3 Click the style button 4 Click the Advanced tab 5 Click the edit button beside the Background effects box 6 Select one or more of the following e To apply a border click Border and specify settings for border style width color corner radius for rounded rectangles and transparency If the element also includes a fill with a transparency setting select the Allow transparent bleed check box to apply the same transparency to the border e To apply a fill effect click Fill and specify the settings The fill effect can either be a solid color a gradient or a pattern You can define a gradient fill effect as a linear radial line or radial rectangle gradient e To apply a drop shadow effect click Drop Shadow and specify the shadow color transparency value color and offset settings The default horizontal and vertical offset is 5 pixels e To specify one or more images as a background click Images You can specify the transparency value and the position for each defined image You can also specify a custom position for each image Related tasks Add Background Effects to a Chart Object on page 72 You can change the look of certain charts and chart objects by applying v
250. rage minimum maximum and so on After you add summary rows or columns you can move them by dragging them elsewhere in the report You can also use summary functions in custom calculations The following table defines the different types of summaries Summary Description Automatic Summary Uses the default summary for the data item as specified in the data source For example a data item that represents part numbers likely uses count as the default summary Total Adds all values excluding null and missing values Count Counts all values excluding null and missing values Average Adds all values and then divides by the count of values excluding null and missing values Minimum Selects the smallest value excluding null and missing values Maximum Selects the largest value excluding null and missing values Chapter 8 Exploring Dimensional Data 123 Procedure 1 Click the row or column to summarize 2 On the toolbar click the summarize button and select a summary type The summary appears as a new row or column 3 To change the summary label right click the label and type a new name such as Total February sales Tip To remove a summary select the summary label and click the delete button Related concepts Using Dimensional Calculations on page 125 Insert a calculation to make your report more meaningful by deriving additional information from the data
251. red the source must be able to prompt users for a password because IBM Cognos BI does not pass security information IBM Cognos BI also supports the IBM Metadata Workbench as a lineage tool For more information about configuring other lineage tools see the IBM Cognos Business Intelligence Administration and Security Guide You cannot use lineage information to troubleshoot queries For example lineage information will not explain why a data item is double counted Also you cannot view lineage information when running a report from a mobile device Before you begin Before you can access lineage information for a report your administrator must configure lineage in IBM Cognos Administration Also the administrator must enable the lineage capability and grant read permission for you on the report Note The IBM Cognos BI lineage tool shows lineage on a report at its highest level The lineage does not change after you drill down on a report Because the selection context used to launch lineage can be affected by drill down operations we recommend that you always launch lineage at the highest report level before drilling down on the report Otherwise the lineage may not start properly Procedure From the Source tab right click the data item and click Lineage IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Tip You can view lineage information for multiple data items at the same time by first Ctrl cli
252. referring to actual values You can distinguish each data series by the color or pattern of its section in the stack Each stack represents 100 percent 100 percent stacked charts highlight proportions When actual values are important use another chart configuration The following example shows the percentage of sales for each product line in each region Chapter 5 Charts 63 100 Product line 90 E Camping Equipment E Golf Equipment 80 O Mountaineering Equipment E Outdoor Protection 70 E Personal Accessories o 00 s 50 4 40 30 20 10 0 Americas Central Europe Southern Europe Asia Pacific Northern Europe Sales territory Three dimensional Charts Three dimensional charts provide a visually effective display that is suitable for presentations Three dimensional column bar line and area charts plot data by using three axes Three dimensional pie charts have a three dimensional visual effect Do not use three dimensional charts when you need to show exact values such as for control or monitoring purposes The distortion in three dimensional charts can make them difficult to read accurately For example the following chart shows actual revenue for each product line in each territory but some data labels are omitted because there is not enough room to display them all 64 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Revenue 40 000 000 40 000 000
253. report without slowing performance Also members of a level are sorted in the context of their ancestor levels This means that the hierarchical relationship of a level is considered when member sorting is applied Support for Multiple Hierarchies per Dimension for IBM Cognos and SSAS Cubes If you use IBM Cognos PowerCubes or Microsoft SQL Server Analysis Services SSAS 2005 cubes you can now insert multiple hierarchies from a single dimension in the same query in your report In previous releases if a query contained multiple hierarchies from the same dimension you encountered errors or no data appeared in your report 12 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Related tasks Insert a Hierarchy on page 113 You can quickly insert entire hierarchies in a report Intersections Tuples Can Include Calculated Members and Measures You can now insert calculated members and measures in an intersection tuple This allows you to sort using calculated members and measures Related tasks Create an Intersection Tuple on page 131 When working with dimensional data an intersection also known as a tuple is useful for obtaining a value from the combination of two or more members that you specify Each member must be from a different hierarchy The intersection can include only one measure Chapter 1 What s New 13 14 IBM Cognos Express Reporter Version 10 1 0 Business Insigh
254. reuse it for another object Procedure 1 Click the object for which you want to specify the font Tip To specify the default font for the entire report click the page body 2 From the style toolbar specify the font properties that you want You can also right click the object and click Style and Font Tip Type a list of fonts in the Family box if you are not sure whether a specific font is installed on a user s computer For example if you type Times New Roman IBM Cognos Business Insight Advanced checks to see if Times New Roman is install If it is not Business Insight Advanced checks for Arial If Arial is not installed the monospace font used by the computer is used Results If you clicked Default for any of the font properties the default value for the property is used Default values are stored in a style sheet that is used across all IBM Cognos Business Intelligence tools You can modify default values by applying different style classes Add Color to an Object 140 You can add background and foreground color to objects in the report Procedure 1 Select the object to which you want to add color Tip To quickly select the parent of an object click the object and then click the select ancestor button in the Properties pane title bar 2 From the Style menu click Style w Click Background Color or Foreground Color 4 To apply an existing color click the Web Safe Colors tab or Named Colors tab and
255. ributions within a category They plot the relative value that each data series contributes to the total For example a stacked column chart that plots product line sales will emphasize the proportion that each product line contributes to the total in each territory You can distinguish each data series by the color or pattern of its section in the stack The top of each stack represents the accumulated totals for each category 62 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Do not use the stacked configuration in line charts that have multiple data series because it is difficult to distinguish between unstacked and stacked configurations and your chart consumers might misunderstand your data The following example shows that camping equipment contributed a large proportion of the actual revenue in most sales territories 70 000 000 60 000 000 50 000 000 40 000 000 30 000 000 20 000 000 10 000 000 Product line E Camping Equipment E Golf Equipment O Mountaineering Equipment E Outdoor Protection E Personal Accessories Sales territory 100 Percent Stacked Charts 100 percent stacked charts are useful for comparing proportional contributions across all categories They plot the relative contribution of each data series to the total as a percentage For example a 100 percent stacked column chart that plots product line sales emphasizes the percentage within each region without
256. ries Northern Europ oO Personal Accessories Southern Euro g Outdoor Protection Americas E Outdoor Protection Asia Pacific a Outdoor Protection Central Europe Oo Outdoor Protection Northern Europe 2006 2007 8 Outdoor Protection Southern Europe set 2006 2007 100 000 000 v H v gt u e The following chart contains the same series and categories However when converted to a matrix of charts the information is much easier to analyze The columns show charts for each year and the rows show charts for each the product lines The bars represent the revenue for each region set 2006 2007 set Americas Asia P 2006 2007 E Americas f Asia Pacific Central Europe E Northern Europe it E Southern Europe v E g 5 f i a Cangirg Fagrar 84 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 Click the chart object 2 In the Properties pane click Matrix rows and columns 3 Select the Show outer nested series as matrix rows or Show outer nested categories as matrix columns check boxes or both 4 In the Matrix levels box select the number of nested levels to include in the matrix columns or rows The remaining nested levels are represented in the chart bodies in the matrix if the chart supports additional categories The pie gauge and bullet charts do not support additional categories The bullet and progressive column charts do not suppo
257. right click the member 2 To remove the expanded member s child members click the member click the explore button and click Collapse Member Join Multiple Sets If you have more than one set in your report and you want to perform operations on both sets you can join multiple sets into one large set Procedure Select the sets click the explore button click Union into One Set and click Remove Duplicates or Keep Duplicates Tip To edit the union click the explore button and click Edit Set Edit the Operations Performed on a Set 116 You can view the definition of a set to see change add or delete operations that are performed on the set The definition of a set shows you in the graphical tree the history of all the operations that are performed on the set You can see and change the order in which the operations are performed For example you apply a top three filter and then exclude one member Your set now contains only two members You can choose to exclude the member before the top three filter so that your set still contains three members Procedure 1 Select a set 2 Click the explore button and click Edit Set Tip You can also right click the set and click Edit Set A graphical tree shows all the operations that are performed on the set of members 3 To see the details of an operation hover your mouse over an operation node 4 To change the order of an operation click the operation nod
258. rmation about upgrading see the IBM Cognos Business Intelligence Installation and Configuration Guide for your product For an overview of new features for this release see the IBM Cognos Business Intelligence New Features Guide New Features in Version 10 1 0 Listed below are new features since the last release Links to directly related topics are included Business Insight Advanced IBM Cognos Business Insight Advanced is part of a new report consumption experience that provides an integrated business intelligence experience for business users You use IBM Cognos Business Insight to create sophisticated interactive workspaces and explore your content in a predefined way In a Business Insight workspace you work with existing content and perform basic analysis data exploration and collaborative decision making When you want to perform deeper analysis and report authoring you graduate to Business Insight Advanced where you can perform more advanced data exploration such as adding additional measures conditional formatting and advanced calculations Business Insight Advanced is both an extension of and a replacement for the IBM Cognos Report Studio Express authoring mode which met the needs of financial analysts to create statement style reports Business Insight Advanced offers much greater capability such as full support for list reports charts and relational data sources and offers an entirely different user experience
259. rohibited Copyright IBM Corp 2005 2012 xi xii IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 1 What s New This section contains a list of new changed deprecated and removed features for this release It also contains a cumulative list of similar information for previous releases It will help you plan your upgrade and application deployment strategies and the training requirements for your users For information about upgrading see the IBM Cognos Business Intelligence Installation and Configuration Guide for your product To review an up to date list of environments supported by IBM Cognos products such as operating systems patches browsers Web servers directory servers database servers and application servers visit http www ibm com For an overview of new features for this release see the IBM Cognos Business Intelligence New Features Guide New features in version 10 1 1 Listed below are new features since the last release Custom groups You can create custom groups of existing data items based on elements that you define and that are meaningful to you For example you can create custom groups for product names based on their alphabetical order You might create groups for products that start with the letters A to C D to F G to H and so on Related tasks Creating relational custom groups on page 103 Create custom groups to classify exist
260. rom both your external file and from your enterprise data you must link at least one query subject from your package or from an existing report to a data item in your external data This mapping creates a relationships between your external data and your enterprise data For example your external data contains information about employees including an employee number You map the employee number from your external data file to the employee number in your enterprise data This ensures that your data is integrated smoothly Procedure 1 On the Data Mapping page link existing query subjects in your enterprise data to data items in your external data file 2 Under Existing query subject report click the ellipsis button and do one of the following e If you want to select a query subject from the data tree click Choose Query Subject and select a query subject e If you want to select from the query subjects included in a report click Choose a Report and select a report 3 Click the two data items that you want to link and click the New link button Chapter 11 Working With Your External Data 165 A link appears linking two data items Tip You can create multiple links for multiple data items To delete a link select the link and click Delete Link 4 Click Next Finish Importing Data You can change how query items from your external data file appear after they are imported into IBM Cognos Business Intelligence Fo
261. roup the product type column to show only one instance of each product type in the list Create Page Layers on page 117 When working with dimensional data you can create page layers in a report to show values for each member on a separate page For example your report contains payroll information for the entire company You want to view values for each department on a separate page Apply Padding to an Object Apply padding to an object to add white space between the object and its margin or if there is a border between the object and its border Tip You can quickly apply left or right padding by either pressing Tab and Shift Tab or by clicking the increase indent buttons in the style toolbar When using the oie buttons you can indent an object by up to nine times the indentation length You can specify the indentation length to use by clicking the arrow beside either button and clicking Set Default Indent Length Procedure 1 Select the object to which you want to apply padding 2 From the Style menu click Style 3 Under Padding click the edit button A 4 Specify top bottom left and right padding by typing values in the corresponding boxes and choosing the unit of measure you want Set Object Margins Set the margins for objects in a report to add white space around them For Date Time Row Number and Page Number objects you can only set the left and right margins If you want to set the top or
262. rovements and or changes in the product s and or the program s described in this publication at any time without notice Any references in this information to non IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk Copyright IBM Corp 2005 2012 225 IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you Licensees of this program who wish to have information about it for the purpose of enabling i the exchange of information between independently created programs and other programs including this one and ii the mutual use of the information which has been exchanged should contact IBM Software Group Attention Licensing 3755 Riverside Dr Ottawa ON K1V 1B7 Canada Such information may be available subject to appropriate terms and conditions including in some cases payment of a fee The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement IBM International Program License Agreement or any equivalent agreement between us Any performance data contained herein was determined in a controlled environment Therefore the results obtained in other operating env
263. rows represent the outer nested levels of the series and categories and the charts in the columns represent the categories Each data item in the outer nested levels of the series and categories becomes a separate chart The numeric scale of all the charts is the same so that you can easily compare When working with pie gauge and bullet charts if you include a data item in the categories you automatically create a matrix of charts One chart appears for each data item in the category When working with progressive and bullet charts if you include a data item in the series you also automatically create a matrix of charts For example the following column chart shows the revenue for each year in the categories or x axis for all the regions and product lines in the series or y axis This chart is very complex and difficult to understand Chapter 5 Charts 83 200 000 000 Product line set Americas Asia Pac Oo Camping Equipment Americas Oo Camping Equipment Asia Pacific oO Camping Equipment Central Europe o Camping Equipment Northern Europe 150 000 000 I Camping Equipment Southern Europe Mountaineering Equipment Americas go Mountaineering Equipment Asia Pacifi o Mountaineering Equipment Central Eu o Mountaineering Equipment Northern E E Mountaineering Equipment Southern E a Personal Accessories Americas a Personal Accessories Asia Pacific o Personal Accessories Central Europa 50 000 000 Personal Accesso
264. rs and measures Filtering is not available for data items that represent a single member or calculated member For predictable results when using the dimensional reporting style use context filters limit data to top or bottom values and filter the members within a set Not following these guidelines might yield unexpected results In addition the results may change depending on what else is in the report the data source used and whether the package uses the dynamic query mode You can use filters to suppress null cells in your reports Using filters ensures that calculations take suppression into account If you want to perform calculations before suppression is applied use the Suppress option If you filter values that are floating point numbers you may encounter imprecise filtering results due to rounding or data truncation Floating point numbers may appear differently in the report than how they are stored in the data source To ensure accurate results your filter criteria should account for any rounding issues By default filters on measures are applied after automatic aggregation because by definition dimensional data is aggregated For members filters are applied before aggregation which reduces the amount of data received from the data source You can change whether filters are applied before or after aggregation using the Edit filters option Procedure 1 Click the data item on which you want to filter Tip If you sele
265. rs you to a related or contrasting term To view glossaries for other IBM products go to lwww ibm com software globalization terminolog A B CD on page 230 E on page 231 ME on page 231 G on page 231 H on page oT on page 232 J on page 232 ep IEA on pae AFN on page Onl page 233 P on page 233 O on page 234 4 S on page 234 T on page 235 U on page 235 W on page 235 A access permission A privilege that permits the access or use of an object accountability scorecard A scorecard that Metric Studio automatically builds for each user which contains the metrics and projects they own agent A process that performs an action on behalf of a user or other program without user intervention or on a regular schedule and reports the results back to the user or program alias An alternative name used instead of a primary name anonymous access A type of access that allows users and servers to access a server without first authenticating with it application tier component For installation the set of processors that access the query databases to gather information and then render the results as Copyright IBM Corp 2005 2012 PDF and HTML reports and metrics Application tier components also pass requests to Content Manager and render the results that Content Manager retrieves from the content store attribute In BI Modelin
266. rt Procedure 1 Select a set to sort A vv 2 Click the sort button on the toolbar and click Edit Set Sorting 3 Specify the sorting options that you want 4 If you are sorting members from different levels and want to preserve the hierarchy select the Hierarchized sorting check box 5 If you want to sort items using a member property under Sort by click Property and click the drop down arrow to select the member property you want to use 6 If you want to sort items using an intersection of members or tuple under Sort by click Intersection tuple and click the ellipsis button Then from Available members and measures select the items you want to use and click the right arrow to move them to the Intersection members and measures list Related tasks Create a Set of Members on page 113 Use sets to group members that are logically related for various actions such as formatting nesting and sorting Format Dimensional Data Format data in a report to improve readability For example you can show all date values in the order year month and day If you do not specify any formatting data is formatted according to the properties set in the model If the properties were not set in the model data is formatted according to the International Components for Unicode ICU formats Chapter 8 Exploring Dimensional Data 119 You can also format data based on a condition When using an IBM Cognos cube or a
267. rt The following example shows that the largest proportion of revenue comes from the Americas followed closely by the Central Europe region 48 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Sales territory Z Americas E Asia Pacific Central Europe E Northern Europe E Southern Europe 44 Pie charts can plot data using 100 percent and configurations Bar Charts Bar charts are useful for showing trends over time and for plotting many data series Bar charts use horizontal data markers to compare individual values The following example shows revenue for every country or region Chapter 5 Charts 49 Australia Austria Belgium Brazil Canada China Denmark Finland France Germany Italy Japan Korea Mexico Netherlands Spain Sweden Switzerland Taiwan United Kingdom United States 16 000 000 32 000 000 Revenue Bar charts can plot data using standard stacked and 100 percent stacked configurations Area Charts Area charts are useful for emphasizing the magnitude of change over time Stacked area charts are also used to show the relationship of parts to the whole Area charts are like line charts but the areas below the lines are filled with colors or patterns Do not use standard area charts to show multiple data series because it is possible for areas with lower values to be covered by others For multiple data series use a stacked area chart
268. rt additional series For example in the above chart Regions are nested under Product Line In the matrix chart a Matrix level of 1 is specified Therefore Product Line appears as the matrix rows series and Regions appear within the chart bodies 5 If you want labels for the matrix rows and columns to appear on each chart select the Show row labels or Show column labels check box 6 In the Labels location list select where the nested labels should appear on each chart The default position is on the bottom for columns and on the left for rows 7 If the labels are too long click Truncation and specify where to truncate text or select the Size fonts automatically check box to resize the text to fit 8 To change the font color and data format of the labels click Style 9 To show the title in the row or column axis select the Show row title or Show column title check box 10 If your matrix chart includes only rows or columns and you want them to wrap select the Wrap rows or columns if possible check box Customize a Gauge Chart You can customize the gauge border axes lines pivot and needle to make the chart easier to read Gauge border Gauge axis Gridlines Axis line Gauge pivot Gauge needle Unless indicated in the user interface all sizes are a percentage of the maximum allowed Chapter 5 Charts 85 86 If your gauge chart includes a border long axis labels such as 250 000 000 may ov
269. rts in Excel Format Sent as Email Attachments eh of we a OR A Re e a x a 0 Cell Height and Width Are Incorrect s so cos o so ee o e lt 190 Appendix C Calculation components osoa oaoa ee ee ee ee ee ee 191 Operators s soe s 8 ee s oB a Be OR eH ROR BOR wee a ee ee wt ee we a TOT Contents vii WHEN se A So de a done wh Go So Pow a wm SR RD aoa ew Sow Sw we amp 2 Be wo TOQ Constants e e e os 4 ow Ce Ge amp Bo 4 ae SM amp a whl ee a ek 2 oat Ce Gee dee ate oe ca ae va HO date a 2 4S dB 4 ow w GS 2 AGG 4 ee RS ae amp 8 GS we a we be ae ee ee So 192 datetime s a a o 2h we oh em oe oe eS ROR OO Sw wa BR we oe ts we ee a Ge a 192 interval s e 4 8 amp A amp A amp a 4 es 8 2 we wm ee ee Re ee ee 4 192 mumber e a e we on a B ar E o a a R aa a a e a a e eng a a a a an s oa aoas a w 192 SEINE ge ee a a ee ee ee gs ge e a a es Ge ee ia 192 Hime 2 8 g Baas oo we ote eo be S ay oe OM me ae Oe ee oe oe a eo OZ time with time zone s t s e g ee e e a e a ie a 192 timestamp with time zone s s w co o ca sos oao s aoso oa aop w om so a w a s 192 List S mmaries a lt 4 lt M amp amp k daa amp a a a aww aa n amp a Ps a l ge aw a a 192 aggregates 3 25 os oe Me wee Be bo i Se a ea e we he ee ee g be Ble a 19g AVETAGE s a oe case tis nt eR me a ea a te ee a a A ae a OS COUME es ce Be fe ae et Se ee Ete SR a ie Ca oe ee a es eR es She es ven 4 198 Maxime as a ee oh HO a ah
270. run the report and notice that the query renders with some blanks cells You then apply the simple detail filter Amount gt 1 and run the report Only row labels are displayed and all data and columns are missing In the Adventure Works cube the Account Accounts attribute has a default member set to Net Income When evaluating the GENERATE set expression SSAS looks in the entire cube space and looks at all coordinates for the Account dimension These coordinates include both Account Account Type amp and Account Accounts Net Income Because these two coordinates don t exist within the same hierarchy SSAS returns an empty set To avoid this problem the SSAS administrator must set the default member in the cube to a member that exists in all other hierarchies Report Differences Between TM1 Executive Viewer and IBM Cognos Business Intelligence with TM1 Data Sources When using an IBM Cognos TM1 data source comparable reports created in an IBM Cognos Business Intelligence studio and in TM1 Executive Viewer may contain different cell values This occurs because the TM1 Executive Viewer product uses an algorithm for selecting default members for non projected dimensions that differs slightly from traditional OLAP clients To avoid this problem when filtering your reports in the IBM Cognos Business Intelligence studios use context filters that match the default selections shown in the Executive Viewer user interface This en
271. s and table objects This text provides context for the entire object to make your reports accessible When a screen reader encounters one of these objects in HTML report outputs it reads the description that you added to the object The table summary is not displayed in visual Web browsers Only screen readers and speech browsers use the summary text The summary text is usually read immediately before the table caption You can add translations for the text to support users in multiple languages When users run a report IBM Cognos BI uses the summary text in the appropriate language If you use tables for report layout leave the summary empty to indicate to screen readers that the table is used exclusively for visual layout and not for presenting tabular data Appendix D Accessibility Features 223 Procedure 1 ONO Pw Select the crosstab list or table In the Properties pane click the select ancestor button and select the Crosstab List Repeater Table or Table object Double click the Summary Text property Select Specified text and click the ellipsis button In the Default text box type a description for the object and click Add In the Languages dialog box select the languages that apply to your text Double click a language and type the translation of the text for each language From the Run menu click Run Options and select the Include accessibility features checkbox Designate Cells Headers in Tab
272. s drop zones To help you when creating charts you can do the following e Resize your charts e Move the chart drop zones into flyouts so that they appear only when you pause your pointer over the chart After you create a basic chart modify the various chart objects to customize your chart Chart Objects The following shows the most common chart objects as they appear in your report output in IBM Cognos Viewer Copyright IBM Corp 2005 2012 43 subtitle title gridlines data series Great Outdoors Company Four Years Revenue 600 900 090 500 900 000 categories 400 000 000 y axis 300 000 000 title 200 000 000 100 000 000 x axis labels Product line By Major Division The following shows the same chart as it appears in the IBM Cognos Business Insight Advanced user interface The Y axis title is selected 44 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Great Outdoors Company Default measure y axis Four Years Revenue lt Revenue gt 600 000 000 A stad Series primary axis 500 000 000 m lt Year gt y axis Nara eo rE AE 400 000 000 chart type 300 000 000 icon plot area 200 000 000 100 000 000 x axis Product line By Major Division Categones x axis chart object anywhere within frame Data Series A data series is a group of related data points that are plotted in a chart Each series has a unique color
273. s in the GO Data Warehouse analysis Package Bae ae ed wees a ae de De aes ae we ce ee A Promotion Success o Go we oe ee ee es ae ZS Retailer sales target See Oe ee a ee ee es Oo co Samples in the GO Data Warehouse query Package ay Ro RH a ot ek a GR et nee i tg ZB Employee Expenses by Region eles we BR Se ea ce te ee a ew 2 7B Returns by Product Brand s s ww ee IO Appendix A Troubleshooting 2 6 ee ee ee ee ee ee ee ew 187 Auto Correct Errorsina Report lt a e o a c ao oroa Koso dor aoto mo tos e e oa ee ee 181 Problems Creating Reports ao de il e are a 2B a te OL Metadata Change in Oracle Esbase Not Reflected i in Reports andi in the Studios soe e e a a ea Ae ae GL Relationships Not Maintained in a Report With Overlapping Set Levels aaa a o 181 Unexpected Summary Values in Nested Sets book ce ee ci hk d 2 182 Limited Support for Relational Functions When Used with OLAP Data Soiree ogos og p Be Se a i83 Columns Rows or Data Disappear With SSAS 2005 Cubes 183 Report Differences Between TM1 Executive Viewer and IBM Cognos Business Intelligence with TM1 Data Sources ace be dee as ak OR a a la g Ge a a BA Order of Metadata Tree Differs f r TM1 Data S urces Ee Sha ee e ce ee oe Oh a a e a a a ce e alga Problems Calculating Data Seon uw ay 2 ee oe SL a SS Incorrect Results with IBM Cognos PowerCubes and Time M as res koan dk oe a Gd HE A o ALSO Probl
274. s level hierarchy may contain the following levels Root level Years e First level Year e Second level Quarter Third level Month Chapter 3 Creating Reports 29 Icon Object Measure or fact a query item that represents a column of quantitative data in the database such as revenue or quantity Measures folder which contains hierarchical measures Model calculation Folder used to organize data items You cannot import a folder into your report E ia F Model filter cal a Save a Report Save your report to preserve the modifications you made Reports are saved to the IBM Cognos Business Intelligence server You can also save your report on your computer Note You cannot save a report when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced In this case you can click Done to finish editing the widget and return to Business Insight Procedure 1 From the report actions button EA click Save or click Save As to save a copy of the report under a different name 2 If you are saving the report for the first time specify where to save the report and type a file name For information about setting up folders in IBM Cognos Connection for your reports see the IBM Cognos Connection User Guide 3 Click Save Run a Report Run your report to see how the report will appear to report cons
275. s the revenue for only Asia Pacific and Web Changing context changes only the values that appear It does not limit or change the items in the rows or columns Asia Pacific Web Revenue 2004 2005 2006 2007 Camping Equipment 36 415 479 91 77 222 359 67 121 312 260 99 83 023 522 78 Mountaineering Equipment 18 115 550 83 37 258 799 5 31 810 456 11 Personal Accessories 67 562 845 5 94 998 084 39 136 872 087 64 106 879 947 27 Outdoor Protection 4 135 482 66 4 388 590 73 2 241 092 7 1 107 629 48 Golf Equipment 8 586 746 5 27 061 602 93 49 822 888 09 39 248 971 12 The members that are used as the context filter appear in the report header when you run the report Any summary values in the report are recomputed to reflect the results returned by the context filter You can create multiple context filters to filter across two or more different hierarchies Context filters are different from other filters When you filter data members that do not meet the filter criteria are removed from the report A context filter does not remove members from a report Instead their values are filtered and you see blank cells Chapter 8 Exploring Dimensional Data 133 134 When creating context filters use only members from hierarchies that are not already projected on an edge of the crosstab and use only one member per hierarchy Procedure 1 From the Source tab select or search for one or more items on which to filter 2 Drag the i
276. se your pointer over a data marker in the report output the corresponding absolute or cumulative value appears in a tooltip Tooltips are not supported in PDF output Change the white space around the chart Select the chart an in the Properties pane click Padding For more information see Apply Padding to an Object on page 147 Change the chart orientation In the Properties pane under Chart Orientation select Vertical or Horizontal Apply a preset palette to a chart or chart object Select the chart or chart object and from the toolbar click the chart palette presets button D For more information see Customizing the Color Palette of a Chart on page 69 Apply a conditional palette to a chart or chart object Select the chart and in the Properties pane click Conditional palette For more information see Conditional Palette in a Chart on page 71 Change the default color or font for all chart objects Select the chart and in the Properties pane click Foreground color and Font Chapter 5 Charts 67 68 Goal Action to perform Change the three dimensional appearance of a chart Select the chart and in the Properties pane click Depth Insert a background image background gradient or watermark in the chart object Select the chart or chart object and from the toolbar click the background effects presets button For more inform
277. sed on the values of the innermost nested row or column of the opposite axis For example a crosstab contains years in the columns and retailers nested within product line in the rows Select 2004 sort in descending order and you see retailers listed from the largest value to the smallest value for each product line Procedure 1 Select a member or measure to sort For example to sort a set in the row axis select a member or measure in the column axis 118 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide A bd 2 Click the sort button and under Sort by Value click Ascending or Descending Tip To remove a sort order click Don t Sort by Value Related tasks Create a Set of Members on page 113 Use sets to group members that are logically related for various actions such as formatting nesting and sorting Sorting sets by member properties or tuples You can perform advanced sorting in a report to sort a row or column by a member property or tuple You can sort using the property of a member For example your report includes employee names and you want to sort the employees using the gender property You can also sort using an intersection of members also known as a tuple For example you want to sort the employees using the value of sick days taken for the year 2006 Before you begin Before you can perform this sorting you must first create sets for the members in your repo
278. sert members in your report you may want to nest them in another row or column to make your report easier to use You can nest members from different dimensions You can also nest sets For example in the following report the quarters Q1 to Q4 were selected from the Time dimension and nested only for the GO Americas member which is from a different dimension Amount year to date lt 20044 gt lt G0 Americas gt lt Q1 gt lt 1234 gt lt QZH gt lt 12354 gt lt QS gt lt 1234 gt lt Q4 gt lt 1234 gt lt GO Consolidated corporate gt lt 1234 gt lt G0 Consolidated eliminations gt lt 1234 gt lt GO Consolidated gt lt 1234 gt lt GO Asia Pacific gt lt 1234 gt When you filter out children from nested sets the parent set still appears in your report To avoid this filter only the top level set and nest only the complete set of descendants at the desired levels 112 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure From the Source tab drag the members to the work area A flashing black bar indicates where you can drop an item Insert a Hierarchy You can quickly insert entire hierarchies in a report When using an IBM Cognos PowerCube a SSAS cube or a dimensionally modeled relational data source you can insert multiple hierarchies from the same dimension in a crosstab For example you can place one hierarchy fr
279. shows the year month number day number hour minute or second value The following table defines the available interval calculations Calculation Description Days For interval data items such as number of days between two dates If you want to create a more advanced calculation that uses mathematical functions create a query calculation Procedure 1 Select the items in your report to calculate Tip Shift click or Ctrl click to select multiple items 2 Click the insert calculation button and select the calculation to perform Note Only calculations that are applicable to the items that you have selected appear 3 To change the order of the operands or the name of the calculated item added to the report click Custom Results The calculation appears as a new row or column in your report Inserting a Query Calculation Insert a query calculation into your report to add a new row or column with values that are based on a calculation For example you create a query calculation named Euros that converts dollars to euros by multiplying an existing dollar measure by a conversion rate Euros can then be displayed to end users in a separate row or column Quality of Service Indicators Not all data sources support functions in the same way The data modeler can set a quality of service indicator on functions to give a visual clue about the behavior of the functions Report authors can us
280. sing IBM Cognos BI You import your own data file and start reporting on it right away After importing your external data file is protected by the same IBM Cognos security as your enterprise data thus allowing you to report on your data in a secure and private environment You can use the following types of files e Microsoft Excel xls spreadsheet software files IBM Cognos BI supports external data sources from Microsoft Excel up to version Microsoft Excel 2007 For an up to date list of environments supported by IBM Cognos products such as operating systems patches browsers Web servers directory servers database servers and application servers visit http www ibm com e tab delimited text txt files e comma separated csv files e XML xml files Your XML files must adhere to the IBM Cognos schema specified at c10_location bin xmldata xsd For more information contact your IBM Cognos administrator This schema consists of a dataset element which contains a metadata element and a data element The metadata element contains the data item information in item elements The data element contains all the row and value elements For example the following simple XML code produces a table with two columns Product Number and Color and two rows of data lt xml version 1 0 gt lt dataset xmlns http developer cognos com schemas xmldata 1 _ xmins xs http www w3 org 2001 XMLSchema instance gt lt metada
281. size The following can be used for datatype_specification character varchar char numeric decimal integer smallint real float date time timestamp time with time zone timestamp with time zone and interval When type casting to an interval type one of the following interval qualifiers must be specified year month or year to month for the year to month interval datatype day hour minute second day to hour day to minute day to second hour to minute hour to second or minute to second for the day to second interval datatype Notes When you convert a value of type timestamp to type date the time portion of the timestamp value is ignored When you convert a value of type timestamp to type time the date portion of the timestamp is ignored When you convert a value of type date to type timestamp the time components of the timestamp are set to zero When you convert a value of type time to type timestamp the date component is set to the current system date It is invalid to convert one interval datatype to the other for instance because the number of days in a month is variable Note that you can specify the number of digits for the leading qualifier only ie YEAR 4 TO MONTH DAY 5 Errors will be reported if the target type and size are not compatible with the source type and size Syntax cast expression datatype specification Example 1 cast 123 integer Result 123 Appendix C Calculation components
282. slation gain or loss 428 864 404 488 Chapter 7 Exploring Relational Data 107 108 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 8 Exploring Dimensional Data Dimensional data sources include OLAP and dimensionally modeled relational DMR data sources The Source tab in the content pane shows a member oriented view of the data For dimensional and mixed model data sources you can view the full data tree by clicking the view package tree button in the Source tab of the content pane You can switch to the dimensional only data tree by clicking the view members tree button i Great Outdoors Company 3P Years 3 ly ssas Dh s Years E Members Years Members Wj Years Short Name Wj Years Long Name Year Quarter E e Month Current Month a Last Month Note The names of levels and members in a dimension come from the model It is the responsibility of the modeler to provide meaningful names 1 Package Packages are subsets of a model containing items that you can insert in a report Dimension Dimensions are broad groupings of descriptive data about a major aspect of a business such as products dates or markets Level hierarchy Level hierarchies are more specific groupings within a dimension For example for the Years dimension data can be organized into smaller groups such as Years Current Month and Last Month
283. some text to appear at the end of truncated legend items type the text in the Truncation text box Adding a Note to a Chart Add a note to a chart to provide additional detail Notes appear as text in a chart By default notes are aligned with the upper left corner of the chart object You can change the position of a note relative to the chart object or chart area or by using a report expression For example in a bar chart showing revenue for each product Chapter 5 Charts 77 78 line by country or region you could type Country or Region Canada to position the note relative to the Canada bar Notes overwrite whatever is under them so you must position them properly If you apply more than one note ensure that each note has a different position in the report so that they do not overwrite each other You can also specify the order that they should be drawn in when the report runs If you have two notes with the same coordinates the first one in the list is drawn first and the next one is drawn on top of the first Procedure 1 Click the chart object 2 In the Properties pane click Notes 3 Click the new button 4 Type the note text in the Text box and click OK 5 To position the note do the following e Select the note object in the chart e In the Properties pane click Position e To align the note horizontally click the left center or right alignment button e To align the note vertically click the
284. source For example you create an invoice report and you want to see the total sale amount for each product ordered Create a calculated column that multiplies the product price by the quantity ordered Creating dimensional custom groups Create custom groups to classify existing data items into groups that are meaningful to you You can reduce the number of values into smaller more meaningful groups For example you can change a list of employees into my team and others When working with dimensional data and crosstabs or charts you can create custom groups only on sets of members After you create a custom group in a set the members in the set are replaced by the custom groups When you create custom groups in a list a new column is added to the report with the name data item Custom You can use this new column to group or sort the report If you want to show only the new groups you can delete the original column When creating custom groups on sets of members consider the following e Members included in a custom group must be from the same level in a hierarchy e If you insert a hierarchy used in a custom group elsewhere in the data container it must be inserted as a sibling of the custom group e Automatic aggregation on a custom group might not work as expected For example you might encounter error cells Procedure 1 To add custom groups in a crosstab or chart that includes sets of members do the fol
285. ssibility Features Business Insight Advanced includes features to help you create reports that are more accessible to people who have a physical disability such as restricted mobility or limited vision You can e add alternative text for non text objects such as images and charts e add summary text for crosstabs lists and tables e specify whether table cells are table headers In addition the documentation now includes alternate text for all graphics so that screen readers can interpret them Related concepts Keyboard Shortcuts on page 221 This product uses some standard Microsoft Windows and accessibility shortcut keys Appendix D Accessibility Features on page 221 Accessibility features help users who have a physical disability such as restricted mobility or limited vision to use information technology products Summarizing Data You can now easily add summaries to your reports These summaries include the following e automatic summary e total e count e average e minimum e maximum Chapter 1 What s New 9 10 Related tasks Summarize Relational Data on page 98 Summarize data in your reports to obtain a total count average minimum maximum and so on Summarize Dimensional Data on page 123 Summarize data in your reports to obtain a total count average minimum maximum and so on Filtering to Limit Data In addition to context filters you can now add filters
286. st reports to show detailed information from your database such as product lists and customer lists A list report is a report that shows data in rows and columns Each column shows all the values for a data item in the database or a calculation based on data items in the database Product line Camping Equipment Golf Equipment Mountaineering Equipment Outdoor Protection Personal Accessories Overall Summary Quantity 27 301 149 5 113 701 9 900 091 12 014 445 34 907 705 89 237 091 List reports automatically include an overall summary in a footer row The default summary is used Related tasks Summarize Relational Data on page 98 Summarize data in your reports to obtain a total count average minimum maximum and so on Summarize Dimensional Data on page 123 Summarize data in your reports to obtain a total count average minimum maximum and so on Change a List into a Crosstab on page 42 Change a list into a crosstab to view your data from a different perspective Group Data Group data items in a list report to remove duplicate values For example you have a report that shows products purchased For each product the product type is also shown You group the product type column to show only one instance of each product type in the list Grouping a column automatically moves it to the left as the first column Grouping a subsequent column moves it to the left until it follo
287. sures that the cell values in IBM Cognos Business Intelligence match the values in Executive Viewer Order of Metadata Tree Differs for TM1 Data Sources When using a an IBM Cognos TM1 data source the order of members in the metadata tree of the Source tab of an IBM Cognos Business Intelligence studio may differ from the order shown in TM1 Architect 184 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide By default TM1 Architect renders members of hierarchies using a slightly different algorithm than does IBM Cognos BI IBM Cognos BI automatically renders member metadata from TM1 data sources in hierarchical order From within TM1 Architect if you want to see how an IBM Cognos BI studio will render a hierarchy click the Hierarchy Sort button Problems Calculating Data The topics in this section document problems you may encounter when calculating or summarizing data Incorrect Results with IBM Cognos PowerCubes and Time Measures If a report uses an IBM Cognos PowerCube data source and a combination of data items you will encounter incorrect results The following combination of data items in a report that uses an IBM Cognos PowerCube data source will give incorrect results e a measure with a Time State Rollup set to Average or Weighted Average e an aggregate members from time dimension expression e an intersection with a member in a relative time hierarchy To avoid incorrect results d
288. t hierarchy Returns the hierarchy that contains level member or set_expression Syntax hierarchy level member set_expression Example 1 hierarchy Cooking Gear Result Returns every member in the hierarchy that contains Cooking Gear Products Camping Equipment Cooking Gear TrailChef Water Bag TrailChef Canteen Mountain Man Extreme Mountain Man Deluxe Example 2 hierarchy great_outdoors_company Products Products Product line Result Returns every member in the hierarchy that contains the Product line Products Camping Equipment Cooking Gear TrailChef Water Bag Appendix C Calculation components 207 TrailChef Canteen Mountain Man Extreme Mountain Man Deluxe item Returns a member from the index location within set_expression The index into the set is zero based Syntax item set_expression index Example item children Camping Equipment 2 Result Sleeping Bags intersect Returns the intersection of set_expression1 and set_expression2 The result retains duplicates only when the optional keyword all is supplied as the third argument Syntax intersect set_expressionl set_expression2 all Example intersect set Camping Equipment Mountaineering Equipment set Camping Equipment Outdoor Protection all Result Camping Equipment lag Returns the sibling member that is index_expression number
289. t 2004 214 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide rootMember Returns the root member of a single root hierarchy This function is displayed in the Promotion Success sample report in the GO Data Warehouse analysis package Syntax rootMember hierarchy rootMembers Returns the root members of a hierarchy Syntax rootMembers hierarchy Example rootMembers great_outdoors_company Years Years Result By Time _round Returns numeric_expression rounded to integer_expression places to the right of the decimal point Notes integer_expression must be a non negative integer Rounding takes place before data formatting is applied Syntax _round numeric_expression integer_expression Example _round 1220 42369 2 Result 1220 42 set Returns the list of members defined in the expression The members must belong to the same hierarchy Syntax set member member Example set Golf Equipment Irons TrailChef Cup Result Returns Golf Equipment Irons and TrailChef Cup siblings Returns the children of the parent of the specified member Syntax siblings member Appendix C Calculation components 215 Example siblings Golf Equipment Result Returns the siblings of Golf Equipment Camping Equipment Golf Equipment Mountaineering Equipment Outdoor Protection Personal Accessories sqrt Returns the square
290. t Advanced User Guide Chapter 2 Understanding Business Insight Advanced IBM Cognos Business Insight Advanced is a Web based tool used to author reports and analyze data The user interface allows business users to gain insight into their business Business Insight Advanced allows you to create reports with relational or dimensional data sources and show data in lists crosstabs and charts You can also use your own external data source You can open Business Insight Advanced two different ways e from a Business Insight workspace to perform advanced editing or to create a new report Do More e from either the Launch menu in IBM Cognos Connection or from the Welcome page Author Business Reports to create new reports or edit existing reports Relational and dimensional reporting styles You can create reports in IBM Cognos Business Insight Advanced using either a relational reporting style or a dimensional reporting style depending on the type of data source you use The Business Insight Advanced tools and query language are the same for both reporting styles However it is important to choose a reporting style to ensure that you are making the most of your data and to avoid mixing dimensional and relational concepts How to choose a reporting style When authoring a report first choose your preferred reporting style for working with data relational or dimensional You can choose a reporting style from your viewpoint
291. t charts 51 polar charts 61 progressive column charts 57 quadrant charts 58 radar charts 60 scatter charts 53 win loss charts 61 charts 43 adding alternate text 223 adding backgrounds 73 237 charts continued axes scales 75 bands of color in the background 76 baselines 79 choosing color palettes 69 choosing color palettes for progressive charts 70 colored regions 74 configurations 46 converting to a matrix 85 converting types 65 creating 43 customizing 68 customizing axes 75 customizing legends 77 defining colors by values 87 drop shadows 73 generated backgrounds 69 generated backgrounds for progressive charts 70 gridlines 76 notes 78 regression lines 80 resizing 68 sections 146 showing data points 83 showing data values 82 showing data values in bar column line and area charts 81 showing data values in pie and donut charts 81 showing value markers 83 tick marks 75 titles 69 types 46 circle charts 48 classes 155 clipboards copying reports 159 opening reports 160 colored regions adding to charts 74 colors adding to charts 87 adding to objects 140 choosing chart palettes 69 choosing color palettes for progressive charts 70 column charts 47 columns 29 calculated in dimensional reporting 125 calculated in relational reporting 93 grouping in relational reporting 92 renaming 148 swapping with rows 42 width limitations in Microsoft Excel 189 combination charts 52 conditional palettes creating 71 conditional st
292. t you import The namespace appears in the data tree in the Source tab and is used to organize the data items By default the namespace is the imported file name without the extension If you change the default name for the namespace you are prompted to select the external data file each time you run the report To avoid this select the Allow server to automatically load file check box Procedure 1 From the Tools menu click Manage External Data Tip You can also click the manage external data button at the top of the Source tab 2 On the Select Data page of the wizard under External data file click Browse and select your external data file to import If you want the server to load the file without prompting users when they run the report select the Allow the server to automatically load the file check box If selected you must use the Universal Naming Convention UNC path such as servername filename and you must ensure that the IBM Cognos server has access to the file 3 Under Data items select the check box for the data items that you want to import 4 Type a name for the namespace and click Next The namespace appears in the Source tree and identifies the external data within the package By default the name is the name of your imported external data file 5 If you do not want to link your data or change the data attributes click Finish now Map Data If you want to create reports that contain data f
293. ta gt lt item name Product Number type xs string length 6 scale 0 precision 2 gt lt item name Color type xs string length 18 scale 0 precision 8 gt lt metadata gt lt data gt lt row gt lt value gt 1l lt value gt lt value gt Red lt value gt lt row gt lt row gt lt value gt 2 lt value gt lt value gt Blue lt value gt lt row gt lt data gt lt dataset gt To work with your external data you start with an existing IBM Cognos package You import data from your external file into the package and create links between data items in your file and data items in your enterprise data source You then publish a new package that allows you to create reports that use your data and your enterprise data or reports that use only your data You can link your external data with both dimensional and relational data sources Copyright IBM Corp 2005 2012 163 Before you can import your own external data file your IBM Cognos administrator must grant you permission for the Allow External Data capability found within the Report Studio capability and you must have permission to use IBM Cognos Report Studio or IBM Cognos Business Insight Advanced For more information see the IBM Cognos Business Intelligence Administration and Security Guide External Data Packages When you import external data into a package you do not overwrite the original package You create a new package that includes the original package
294. ta item for which you want to specify a colored region 7 Under Region fill click the color box to specify the color and fill effects 8 Specify each of the top bottom left and right positions 9 If you want to add more colored regions repeat steps 3 to 8 74 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 10 If you add more than one colored region specify their order using the up and down arrows The regions are drawn in the same order that they appear in this list The first region is drawn first on the bottom and the last region is drawn on top of the other regions Tip To delete a colored region click the colored region icon and text and click the delete button Results The new region appears in the Colored regions box Customizing the Axes in a Chart Chart axes are lines that border the chart area and provide a reference for measurements They act as a vehicle for tick marks and scales and form a frame around the chart The Y axis is usually the vertical axis and contains data The X axis is usually the horizontal axis and contains categories To make your chart data easier to understand you can do the following to customize each axis e customize the title for the axis e show or hide the axis labels data values e show or hide the axis line e change the color style and weight of the axis line e show or hide major and minor tick marks and specify where to display t
295. tabs 41 sizes of objects 150 slicers creating 134 sorting advanced 119 dimensional data 117 grouped columns 99 lists based on data items not in the report 100 members in sets 118 multiple rows or columns 99 relational data 99 sets by value 118 source tab 19 source trees customizing 110 spacing between objects 147 spider charts 60 SSAS 2005 cubes troubleshooting 184 SSAS 2005 data sources disappearing data formats 185 stacked charts 62 Index 241 standard charts 62 star charts 60 studios Oracle Essbase changes 181 styles applying to tables 146 changing default classes 155 conditional 151 reusing 141 summarizing data in dimensional reporting 124 in relational reporting 98 summary text adding to tables 224 summary values unexpected when using nested sets 182 T tables adding summary text 224 applying styles 146 inserting 145 Microsoft Excel width limitations 189 specifying cell headers 224 using for layout 145 tabular data viewing 31 templates choosing 28 text adding 140 text flow 149 text justification 149 textures adding to charts 73 tick marks showing in charts 75 times inserting 144 titles adding to charts 69 TM1 data sources order of metadata tree 185 report differences 184 toolbox tab 19 top filtering 134 totals in dimensional reporting 124 in relational reporting 98 trend lines 80 tuples in dimensional reporting 131 TXT data importing your own files 163 242 IBM Cognos Express Reporter
296. tal Current liabilities total ___Dererber December C 9 459 048 10 717 093 1 258 045 5 709 903 5 960 900 250 996 3 319 279 4 301 658 982 378 429 865 454 536 24 671 4 255 662 3 856 126 399 536 3 364 742 3 059 376 305 366 Long term and other liabilites total 890 920 796 749 94 171 Equity total Common stock Other capital Retained earnings net 5 203 386 6 860 968 1 657 562 1 871 226 1 780 558 90 668 991 916 615 202 376 714 2 327 374 4 450 170 2 122 797 Currency translation gain or loss 12 870 15 038 2 168 Declared dividends BALANCE 0 0 0 Specify what appears for data containers that contain no data You can specify what appears in a data container when no data is available from the database When no data is available you can show one of the following options e An empty data container such as a blank list 154 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e Alternate content such as another data container or an image You can insert any object from the Toolbox tab In IBM Cognos Business Insight Advanced to insert alternate content you must be in the Page Design mode View gt Page Design e Text such as There is no data available for this month If you show text you can format it By default the text No Data Available appears You can specify what appears when no data is available for the following data
297. tem on which to filter into the Context filter section of the overview area 3 To change context select a new item from the Context filter box Limiting data to top or bottom values You want to focus your report on the items of greatest significance to your business question For example you want to identify your top 100 customers and what that group of customers is worth You can limit the data to the top or bottom values of a set This keeps the amount of data shown in the work area small even when using large data sources You can define a top or bottom rule by specifying e a number such as the 50 top or bottom performing sales people e a percentage such as customers who contribute to the top 10 of overall revenue e a cumulative sum such as customers who contribute to the first ten million dollars of overall revenue If the selected set contains a user defined filter the top or bottom rule applies only to the included values For example if you apply a filter to show only retailers with revenue greater than one million dollars the bottom rule applies to the lowest values within those results You can filter a set of members to show only those at the top or bottom and base the filter on the measure you are using and the set of members on the opposite edge You can also specify a custom filter Procedure 1 Click the set that you want to filter click the explore button Click Top or Bottom and then click one of the f
298. ter rules See also details based predefined set selection based set stacked set Two or more sets arranged one above another in rows or side by side in columns See also set strategy The overall plan of action such as for a brand unit business unit channel or company to achieve a stated goal Strategies normally cover a period of more than one year strategy map In Metric Studio a visual representation of the strategy and the objectives of that strategy for an organization For example a strategy map may show employees how their jobs are aligned to the overall objectives of the organization summary In reporting and analysis an aggregate value that is calculated for all the values of a particular level or dimension Examples of summaries include total minimum maximum average and count task An action performed by an agent if the event status meets the task execution rules For example an agent can send an e mail publish a news item or run a report task execution rule A user specified option within an agent that determines which statuses and values cause a task to be run It determines which tasks to execute for each event instance template In report authoring a reusable report layout or style that can be used to set the presentation of a query or report thumbnail An icon sized rendering of a larger graphic image that permits a user to preview the image without opening a view or graphica
299. than one level of a hierarchy do not use sets from the same dimension in more than one place in the same report They should appear on only one level of one edge Unexpected Summary Values in Nested Sets If a report contains nested sets summaries other than the inner set summaries may contain unexpected values For example you insert a summary in a crosstab that contains a set with years in the rows Revenue 914 352 803 72 1 159 195 590 16 2 073 548 393 88 You then nest a product line set within years Revenue Camping Equipment 332 986 338 06 Golf Equipment 153 553 850 98 Camping Equipment 402 757 573 17 Golf Equipment 168 006 427 07 2 073 548 393 88 Notice that the summary value does not change to represent the total of the new values This occurs because the within set aggregation used with dimensional packages does not take into account sets that are nested below the set that is summarized To show the correct summary values if the inner and outer sets do not belong to the same dimension you can nest a copy of the inner summary item under the outer summary item as follows 182 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Revenue 332 986 338 06 153 553 850 98 486 540 189 04 402 757 573 17 168 006 427 07 570 764 000 24 1 057 304 189 28 Limited Support for Relational Functions When Used with OLAP Data Sources When working with an OLAP data source we re
300. the Show empty cell borders check box to display the borders even for empty cells 9 To fix the size of the columns in the table check the Fixed size check box When this check box is cleared the table columns expand to fit the text Chapter 9 Formatting Reports 145 Apply a Table Style Apply a table style to quickly format tables You can also apply a table style to crosstabs Procedure 1 Click the table list or crosstab to which you want to apply a table style Tip To quickly select the parent of an object click the object and then click the select ancestor button in the Properties pane title bar 2 From the Style menu click Apply Table Style 3 In the Table styles box click the table style that you want Tip Some styles are unique to tables or crosstabs 4 If you are applying a table style to a crosstab select the Set this style as the default for this report check box to set the style as the default for all crosstabs Divide data into sections Create sections in a report to show a separate list chart or crosstab for a data item For example you have a list that shows products purchased For each product the product type is also shown You section the product type column to show a separate list for each product type The product type appears as the heading for each list Creating sections is similar to grouping data The difference is that when you create sections a separate list crosstab or chart ap
301. the crosstab space is not nested and there are no items nested below it the scope of the fact cells is the default measure List Inserts a list Crosstab Inserts a crosstab You can insert multiple crosstabs in your report layout Chart Inserts a chart You can insert multiple charts in your report layout Hyperlink Inserts a hyperlink so that users can jump to another place such as a Web site Date Inserts the date when the report runs Time Inserts the time when the report runs Page Number Inserts page numbers that you can customize Before you begin Before you can add a hyperlink HTML item or hyperlink button you must have the HTML Items in Report capability For more information see the IBM Cognos Business Intelligence Administration and Security Guide or contact your administrator Procedure To add an object drag it to the work area or double click it from the Toolbox tab a Align an Object You can specify an alignment for an object in a report to determine where it 144 appears can also be used to determine where objects appear in a report IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 Select the object that you want to align 2 From the style toolbar click an available horizontal or vertical alignment button Lay Out Report Pages You can divide your report pages into various layouts including two
302. the list To delete the page breaks from the list click Delete To delete all the page breaks right click the Page layers area and click Delete All Related tasks Divide data into sections on page 146 Create sections in a report to show a separate list chart or crosstab for a data item Sort Dimensional Data You can sort items to view them in your preferred order For example if your bar chart shows revenue for each product line by sales region you can display product lines from the most revenue to the least across the x axis By default IBM Cognos Business Insight Advanced retrieves items in the order defined in the data source OLAP data sources always have a defined order Dimensionally modeled relational data sources may not always have a defined order the data modeler defines the sorting options in the model For more information about data modeling see the IBM Cognos Framework Manager User Guide Sorting members in a set by their labels You can sort the members within a set based on their labels or captions For example a set contains geographical regions and you want to sort the regions within the set in descending alphabetical order By default when you select Sort Set Ascending or Sort Set Descending sets are sorted based on captions You can also perform advanced sorting to sort sets using an intersection tuple or using a member property Chapter 8 Exploring Dimensional Data 117 Only extend
303. ting and sorting Chapter 8 Exploring Dimensional Data 113 Creating sets is also useful when members may be dynamic over time For example the child accounts of a total assets account may change from year to year By creating a set you do not have to modify the report each time accounts are added or removed By default IBM Cognos Business Insight Advanced creates sets when you add members in a report After you create a set of members you can add or remove members within the set Procedure 1 From the Source tab click the create sets for members button to toggle between adding individual members and creating sets for members 2 Select the items to include in the set and drag them to the work area 3 To add or remove members from the set right click the set and click Edit Members Exclude Members from a Set You can choose to remove individual items that are not needed in your analysis You can exclude one or more members from the original set you added to your report or you can exclude one or more members from the set as it appears in your report Procedure 1 To exclude members from the original set click the members click the explore button click Exclude Members and click From Initial Set 2 To exclude members from the current set click the members click the explore button click Exclude Members and click From Current Set Tip To edit whether you exclude members click the explore button and
304. tion Description Show Boundary Lines Overrides all boundary line settings by replacing them with default dotted line lines For example if you set the Border property for an object the border lines are replaced with dotted lines Show Page Header amp Footer Shows the page header and page footer Show Drag amp Drop Padding Shows a drag and drop zone when the Padding property for an object is set to 0 If the Padding property is set to a value that is greater than the minimum padding that Business Insight Advanced uses to show drag and drop zones only the minimum padding is shown Show Container Selectors Shows a small selector three orange dots in the top left corner of list and crosstabs that allows you to select all the objects in the list or crosstab Options You can set various options that control the appearance and behaviors of IBM Cognos Business Insight Advanced Tools Options Chapter 2 Understanding Business Insight Advanced 21 22 Note You cannot set Business Insight Advanced options when you have opened a widget from a Business Insight workspace to edit it in Business Insight Advanced View Options Option Description Show startup dialog Reuse Cognos Viewer window Shows the Welcome dialog box at startup Reuses the same IBM Cognos Viewer window when you rerun a report without first closing the window Resize Cognos Viewer window Maximizes the IBM Cognos V
305. tion string and then click the delete button p To change a condition click the edit button A Chapter 8 Exploring Dimensional Data 135 Tip To edit a filter click the explore button and click Edit Set Creating a custom filter Create custom filters when the values you want to use in your filter conditions do not appear in your report You can use filters to create prompts in the report Prompts provide questions that help users to customize the information in a report to suit their own needs For example you create a prompt so that users can select a region Only data for the specified region is retrieved and displayed in the report Procedure 1 Select the data item on which you want to filter Tip If you select two or more items you can filter using a range On the toolbar click the filter icon F Click Create Custom Filter Under Condition select the type of condition you want aPN Under Values select your values If you filter numeric data select the type of filter condition that you want to create Specific values Comparison or Range 6 If you want users to be prompted when they run the report select the Prompt for values when report is run in viewer check box 7 If you want the filter to include null values select the Include missing values NULL check box Combining filter conditions You can combine two or more filter conditions to do more complex filtering Combined filters allow you
306. top middle or bottom alignment button e To set the margins around the chart body type the desired margin values and choose margin units e To display the note at a set distance from the sides of the chart area from the Anchor list click Relative to Chart e To display the note at a set distance from the sides of the chart body from the Anchor list click Relative to Chart Body e To display the note at a set distance from a report expression from the Anchor list click Report Expression click the ellipsis button beside Expression and enter an expression in the Report Expression dialog box 6 To edit the text double click the text next to the note object in the chart If the note contains non text items such as calculations or measures you must first switch to the Page Design view View Page Design Adding a Baseline to a Chart Baselines are horizontal or vertical lines that cut through the chart to indicate major divisions in the data For example you can add a baseline to show a sales quota or break even point Each baseline represents a value on an axis Depending on the type of chart you can use the following options to position the baseline Option Description Numeric Value Uses a static numeric value IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Option Description Mean Uses the statistical mean plus or minus a number of standard deviati
307. tricted mobility or limited vision to use information technology products Business Insight Advanced has accessibility features For information on these features see the accessibility section in this document Forward looking statements This documentation describes the current functionality of the product References to items that are not currently available may be included No implication of any future availability should be inferred Any such references are not a commitment promise or legal obligation to deliver any material code or functionality The development release and timing of features or functionality remain at the sole discretion of IBM Samples disclaimer The Great Outdoors Company GO Sales any variation of the Great Outdoors name and Planning Sample depict fictitious business operations with sample data used to develop sample applications for IBM and IBM customers These fictitious records include sample data for sales transactions product distribution finance and human resources Any resemblance to actual names addresses contact numbers or transaction values is coincidental Other sample files may contain fictional data manually or machine generated factual data compiled from academic or public sources or data used with permission of the copyright holder for use as sample data to develop sample applications Product names referenced may be the trademarks of their respective owners Unauthorized duplication is p
308. tyles to objects For example you can apply one style in specific cells and another style for the overall report If multiple styles set the same property such as font color the last style in the list is applied You can apply conditional styles based on any data item in your report You can create the following types of conditional styles Type Description Numeric Range Highlights straight numerical data such as revenues and losses Date Time Range Highlights data from specific dates and times Date Range Highlights data from specific dates Time Range Highlights data from specific times Interval Highlights data falling between set intervals String Highlights specific alphanumeric items in a report For example you can highlight all instances of a specific word or phrase such as Equipment String criteria are case sensitive If multiple string conditions are met only the first conditional style is applied Advanced Creates conditional styles that use calculations or expressions If multiple advanced conditions are met only the first conditional style is applied Chapter 9 Formatting Reports 151 152 Create a New Conditional Style You can apply conditional styles based on any data item in your report Procedure Click the object for which you want to define a conditional style and click the conditional styles button EN Tip You can also right click the object and cli
309. ublish Results IBM Cognos Business Intelligence imports your external data into a new package A namespace with the data items from your external file appears in the data tree in the Source tab 38 You can now create reports with your external data Edit Your External Data After you import your data you can change the data mappings and options that you originally specified and republish the package You can e rename the namespace which renames the organizational folder that appears in the data tree in the Source tab 38 If you change the namespace you are prompted for the external data file when you run the report e change which columns to import e change the data mapping links Chapter 11 Working With Your External Data 169 e change the data attributes e change the mapping options You can also import multiple external data files into the same package To do this your data modeler must modify governors in the model and republish the package that contains your enterprise data For more information see the IBM Cognos Framework Manager User Guide Procedure 1 From the Tools menu click Manage External Data E 2 In the Manage External Data dialog box select the external data to edit and click the edit button 3 In the left pane select the options that you want to change 4 Click OK and the re publish the package Results IBM Cognos Business Intelligence re imports your external data and updat
310. uch as reports agents and other jobs that the user runs and schedules as a batch job step The smallest part of a job that can be run separately A job step can be a report or it can be another job L layout The arrangement of printed matter on a screen or page including margins line spacing type specification header and footer information indents and more level A set of entities or members that form one section of a hierarchy in a dimension and represent the same type of object For example a geographical dimension might contain levels for region state and city locale A setting that identifies language or geography and determines formatting conventions such as collation case conversion character classification the language of messages date and time representation and numeric representation M MDX _ See Multidimensional Expression measure A performance indicator that is quantifiable and used to determine how well a business is operating For example measures can be Revenue Revenue Employee and Profit Margin percent member A unique item within a hierarchy For example Camping Equipment and 4 Man tent are members of the Products hierarchy metric A measure to assess performance in a key area of a business metric extract A set of mappings between an existing Cognos data source and a Metric Studio object or value For example a cube measure named Revenue is mapped to a Metric Stud
311. umers You can also run a report or a group of reports in IBM Cognos Connection For more information see the IBM Cognos Connection User Guide When you run a report in an export format such as PDF delimited text CSV Microsoft Excel spreadsheet software format XLS the IBM Cognos report name is used as the exported file name 30 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Note You cannot run a report when you have opened a widget from an IBM Cognos Business Insight workspace to edit it in Business Insight Advanced In this case you can click Done to finish editing the widget and return to Business Insight Procedure 1 Open the report that you want 2 If you want to set run options from the Run menu click Run Options The default value is the value of the selected corresponding run option in IBM Cognos Connection Note The run options you set apply only to the current session When you close Business Insight Advanced the options return to the default settings 3 Change any values you want for the current session Option Description Format None Paper size Specify only if the output format is PDF Paper orientation Specify only if the output format is PDF Data mode Specify how much data is returned All Data returns all data Limited Data limits the amount of data returned based on design mode filters defined in the package No Data returns artificial data inste
312. unctions that are available in Business Insight Advanced and follow their syntax For best results do not build calculations or summaries over other calculations that were authored in Report Studio Minimal checking exists for calculations If your calculation uses an invalid expression your report results may contain unexpected values Copyright IBM Corp 2005 2012 93 In addition you should define member summaries as follows summary_function currentMeasure within set set_reference where set_reference is a level or set inserted from the Source tab 38 Unless otherwise required use summary_function as the aggregate function If you use an explicit summary function you may encounter problems with measures and scenario or account dimension members such as profit margin distinct count and so on that have complex rollup rules or members that do not roll up Know your data and confirm with the owner of the cube where overriding the automatic aggregation is safe Because of the above limitations summaries of calculations may not provide reliable values For convenience you may need to build reports where row summaries and calculated member columns intersect In such reports these intersections may contain unexpected values In contrast row calculations intersecting with column aggregates using the aggregate function are safe because the calculation is performed on the reliably summarized values If you need to create
313. usiness Insight Advanced can be used in the Microsoft Internet Explorer and Mozilla Firefox Web browsers For a full list of supported software environments see http www ibm com IBM Cognos Business Intelligence uses the default browser configurations provided by the Microsoft Internet Explorer and Mozilla Firefox Web browsers Additional required settings are specific to the browser For the Microsoft Internet Explorer Web browser the following settings are required e Allow Cookies e Active Scripting e Allow META REFRESH IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e Run ActiveX controls and plug ins e Script ActiveX controls marked safe for scripting e Binary and Script Behaviors e Allow programmatic clipboard access e Enable pop ups for the IBM Cognos BI server For the Firefox Web browser the following settings are required e Enable JavaScript e Accept Cookies e Allow Scripts to disable or replace context menus e Enable pop ups for the IBM Cognos BI server For more information about the Web browser configuration and cookies used by IBM Cognos BI see the IBM Cognos Business Intelligence Installation and Configuration Guide Chapter 2 Understanding Business Insight Advanced 25 26 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 3 Creating Reports When you create a report you are actually creating a report specification
314. ut Pie Slices in a Pie Chart Customize a Bullet Chart Chapter 6 Lists iv IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide 39 40 41 42 42 43 43 43 43 46 46 47 47 48 49 50 sol pe lt 93 54 lt 55 56 LOZ oy A 58 209 60 61 61 61 62 62 63 64 65 65 68 68 69 70 71 72 lt 73 2795 76 77 78 79 80 81 82 82 83 85 86 87 88 88 91 Group Data Chapter 7 Exploring Relational Data Using Relational Calculations Create a Simple Calculation Inserting a Query Calculation Summarize Relational Data Sorting relational data Sorting multiple rows or columns and grouped columns Sorting lists based on a data item not in the report Format Relational Data Specifying the Number of Decimals i in Numbers Locale sensitive Properties Filtering relational data Creating a custom filter Creating relational custom groups Combining filter conditions Filtering based on data items not in the report Editing filters Removing filters Suppress Empty Cells in Relational Reporting Limitations When Formatting Empty Cells in SAP BW Data Sour es Example Suppress Zeros in Rows and Columns in an Existing Report Chapter 8 Exploring Dimensional Data Customize the Source Tree Insert a Member Search for a Member Nest Members Insert a Hierarchy
315. ve down arrow Conditions are evaluated from top to bottom and the first condition that is met is applied Add Background Effects to a Chart Object You can change the look of certain charts and chart objects by applying visual effects such as drop shadows borders fills texture effects and bevel effects 72 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 Select the chart object 2 To apply a preset background fill effect from the toolbar click the background effects presets button 3 To add a custom fill effect and border do the following In the Properties pane click Background effects Click Border and specify settings for border style width color corner radius for rounded rectangles and transparency If the chart object also includes a fill with a transparency setting select the Allow transparent bleed check box to apply the same transparency to the border Click Fill and specify the settings The fill effect can either be a solid color a gradient or a pattern You can define a gradient fill effect as a linear radial line or radial rectangle gradient 4 To add a texture effect in the Properties pane under Material effects click an effect 5 To add a drop shadow do the following In the Properties pane click Drop Shadow Select the Drop shadow check box From the Shadow color list click a color Under Blur click an intensity to set the drop shad
316. w named Others Camping Equipment for the remaining child members of Camping Equipment Chapter 2 Understanding Business Insight Advanced 23 Advanced Options Option Description Use operating system clipboard If Business Insight Advanced is running in the Microsoft Internet Explorer Web browser uses the Microsoft Windows operating system s clipboard instead of the internal application clipboard Tip If Business Insight Advanced is running in the Mozilla Firefox Web browser the internal application clipboard is always used Allow local file access Enables the opening and saving of reports on your computer Use legacy chart authoring Enables you to create new reports using the legacy Report Studio charts instead of the default Business Insight Advanced charts Disable chart preview in design view When in Page Design view displays a static image for a chart instead of updating the chart with new data Override 10 x styles with 8 x styles on new reports Specifies whether to use the version 8 x report styles by default when creating new reports For more information about report styles see Modifying Report and Object Styles on Member display count limit in source tree When working with dimensional data specifies the maximum number of members that can appear in theSource tab pane before you need to perform a search Web Browser Settings 24 B
317. workspace to edit it in Business Insight Advanced Procedure From the Tools menu click Open Report from Clipboard 160 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Related concepts Copy a Report to the Clipboard on page 159 You can copy a report specification to the clipboard so you can open it from the clipboard later Managing Changes in the Package If changes were made to the package used to create a report the report must be updated When you open a report IBM Cognos Business Insight Advanced automatically checks to see if the package has changed If it has a message appears indicating that the report will be updated to the latest version of the package Chapter 10 Managing Existing Reports 161 162 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 11 Working With Your External Data You can supplement your enterprise data with your own external or personal data file This allows you to create a report using an external file that contains data which is not part of your IBM Cognos Business Intelligence enterprise data For example you are an analyst and you receive a spreadsheet that contains what if data about opening new branches of your retail store You are asked to analyze the impact of these possible new branches on existing sales volumes You link this scenario data with your enterprise data and create a professional report u
318. ws the last grouped column When you ungroup a column it moves to the right until it follows the last grouped column After a column is grouped you can move it elsewhere in the report In addition to grouping you can specify the sort order of data items In lists you can sort data items within groups as well as ungrouped items In crosstabs you can sort row and column items Copyright IBM Corp 2005 2012 91 Procedure 1 Click the column on which to group You can click either the column heading or one of the column cells Tip To perform multiple groupings at once use Ctrl click or Shift click lt 2 Click the group ungroup button T Related tasks Sorting relational data on page 99 You can sort items to view them in your preferred order Divide data into sections on page 146 Create sections in a report to show a separate list chart or crosstab for a data item 92 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Chapter 7 Exploring Relational Data Relational data is best represented by lists This data is organized in IBM Cognos Business Insight Advanced by query items In relational reporting you summarize data by using headers and footers in lists summary functions member summaries and within detail aggregation You focus data in relational reporting with summary or detail filters IBM Cognos Query Studio is also available to work with relationa
319. xample you must make the same modification in many reports Rather than opening each report and making the change you can automate the process using the Software Development Kit thereby saving you time For more information about the IBM Cognos Software Development Kit contact your local sales office You can also modify the XML code in a report specification by saving the report specification on your computer View Lineage Information for a Data Item 36 View lineage information of a data item to see what the item represents before you add it to a report Lineage information traces the metadata of an item back through the package and the data sources used by the package Lineage also displays any data item filters that were added by the report author or that were defined in the data model Viewing lineage information ensures that you add the correct data items to a report For example you can view the lineage information of a model calculation to see how it was created Note Lineage is available only after your administrator has configured it For more information see the IBM Cognos Business Intelligence Administration and Security Guide In addition lineage is not supported in reports that are not linked to packages You can use the lineage tool that comes with IBM Cognos Business Intelligence or you can use another lineage tool by specifying the URL to the tool in IBM Cognos Administration Note that if the URL source is secu
320. xisting Report You are a report writer at The Sample Outdoors Company which sells sporting equipment You have a report that compares current year data to previous year data You want to suppress zeros in the report to make it more concise You use the zero suppression tool to set the level of suppression 106 IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide Procedure 1 Open the Sample Outdoors Company Balance Sheet as at Dec 31 2006 report 2 From the Data menu click Suppress and click Suppression Options 3 Under Suppress the following click Rows and columns 4 Under Suppress the following type of values select the Zero values check box 5 Run the report Rows and columns containing zeros are hidden Year to date USD 000 s 2006 Actual results in USD 2005 Actual results in USD December December Assets total 4 353 363 798 3 804 483 176 Current assets total 2 336 392 807 2 139 066 575 Operating assets total 1 778 012 688 1 484 257 572 Other assets total 238 958 303 181 159 029 Liabilities total 1 602 289 213 1 754 874 006 Current liabilities total 1 144 967 294 1 206 574 775 Long term and other liabilites total 457 321 919 548 299 231 Equity total 2 751 074 586 2 049 609 170 Common stock 719 183 000 749 178 000 Other capital 69 921 200 183 898 457 Retained earnings net 1 961 541 522 1 116 128 225 Currency tran
321. yles creating 151 container selectors showing or hiding 21 context filters area 20 creating 134 converting lists to crosstabs 42 copying reports 160 counts in dimensional reporting 124 counts continued in relational reporting 98 creating report specifications 27 reports 27 crosstabs 39 applying table styles 146 creating single edge 41 inserting 144 nesting data 41 nodes 39 sections 146 CSV format importing your own files 163 producing reports 32 currencies data format limitations in Microsoft Excel output 189 formatting disappearing in SSAS 2005 185 formatting in dimensional reporting 120 custom groups creating 104 124 D dashboards using bullet charts 55 using gauge charts 56 data adding 28 formatting in dimensional reporting 120 formatting in relational reporting 100 sorting dimensional 117 sorting relational 99 data formats locale sensitive in dimensional reporting 121 locale sensitive in relational reporting 101 Microsoft Excel limitations 189 data items adding 28 extended 137 data packages managing changes 163 refreshing 27 data points showing in charts 83 data sources dimensionally modeled relational 109 OLAP 109 data trees customizing 110 dates formatting in dimensional reporting 120 formatting in relational reporting 100 inserting 144 decimals rounding in dimensional reporting 120 rounding in relational reporting 101 design mode 20 dial charts 56 dimensional 124 dimensional data sources
322. you want to remove and click the delete icon Suppress Empty Cells in Relational Reporting Sparse data may result in crosstabs showing empty cells For example a crosstab showings employees and products with a measure of revenue results in empty cells when the employee does not sell the product You can suppress rows columns or rows and columns based on divide by zero missing and overflow values Suppressing rows or columns without data gives you a more concise view of your report IBM Cognos Business Insight Advanced performs calculations before applying suppression If you have multiple crosstabs or charts you must select one to access suppression options Access to the suppression feature depends on the settings in your modeling component IBM Cognos Transformer Framework Manager and IBM Cognos Administration Procedure 1 From the Data menu click Suppress and click Suppression Options 2 Under Suppress choose what sections to suppress 3 Under Suppress the following choose which values to suppress Limitations When Formatting Empty Cells in SAP BW Data Sources When working with SAP BW data sources if the SAP BW server administrator configured custom formatting for empty cells on the SAP BW server this custom format does not appear in IBM Cognos Business Intelligence reports Ask your administrator to configure the formatting of empty cells in IBM Cognos BI Example Suppress Zeros in Rows and Columns in an E
323. yout A layout is a set of pages that defines the appearance and formatting of a report When you design the layout of a report you e present the data in a meaningful way IBM Cognos Express Reporter Version 10 1 0 Business Insight Advanced User Guide e design the report by adding formatting such as borders color and page numbers e specify how the data flows from one page to the next Pages Pages are containers for the layout objects that you use to build a report A page is made up of the following mandatory and optional components e page header optional e page body mandatory e page footer optional When you run a report the amount of data queried often exceeds one page As a result pages are added until all the data is shown You have control over how data flows from one page to the next Objects You add layout objects to a page when you create a report The most commonly used objects are text blocks and tables Blocks are often used to lay out horizontal bands of information Use blocks to hold text or other information Related tasks Insert Other Objects on page 143 In addition to text and images the Toolbox tab contains other objects that you can add to the report layout Using visual aids to design your report layout Visual aids in the work area help you when you are designing your report layout Procedure 1 Click View gt Visual Aids 2 Select the options that you want to make visible Op

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