IBM Cognos Report Studio: Author Professional Reports (V10.2)

This course is designed for professional report authors to learn report building techniques using relational data models, and ways of enhancing and customizing, and managing professional reports.  Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product. The second part of this course builds on topics learned in the Fundamentals section. The Advanced section is designed to teach advanced report building techniques using relational data models, and ways of enhancing, customizing, and managing professional reports. Attendees will participate in hands-on demos and workshops that illustrate key concepts while learning how to use the product.

Course Outline

Overview of IBM Cognos BI

  • Describe IBM Cognos BI and Financial Performance Management

  • Describe IBM Cognos BI components

  • Describe IBM Cognos BI architecture at a high level

  • Define IBM Cognos groups and roles

  • Explain how to extend IBM Cognos  


Introduction to the Reporting Application

  • Examine Report Studio and its interface

  • Explore different report types

  • Create a simple, sorted, and formatted report

  • Explore how data items are added to queries  


Create List Reports

  • Format, group, and sort list reports

  • Describe options for aggregating data

  • Create a multi-fact query

  • Create a report with repeated data  


Focus Reports Using Filters

  • Create filters to narrow the focus of reports

  • Examine detail and summary filters

  • Determine when to apply filters on aggregate data  


Create Crosstab Reports

  • Format and sort crosstab reports

  • Convert a list to a crosstab

  • Create complex crosstabs using drag and drop functionality

  • Create crosstabs using unrelated data items  


Present Data Graphically

  • Create charts containing peer and nested items

  • Add context to charts

  • Create and reuse custom chart palettes

  • Present key data in a single dashboard report  


Focus Reports Using Prompts

  • Identify various prompt types

  • Use parameters and prompts to focus data

  • Search for prompt items

  • Customize prompts to facilitate users' choices

  • Navigate between pages

  • Display users' prompt selections in the report  


Extend Reports Using Calculations

  • Create calculations based on data in the data source

  • Add run-time information to the reports

  • Create expressions using functions  


Present Data Using Maps

  • Present data using map reports

  • Navigate to another level within a map  


Analyze Data Using Statistical Reports

  • Discuss statistical report types

  • Examine descriptive statistics

  • Explore statistical charts  


Use Additional Report Building Techniques

  • Reuse objects within the same report

  • Share layout components among separate reports

  • Discuss report templates

  • Add pages to a report

  • Choose options to handle reports with no available data  


Customize Reports with Conditional Formatting

  • Create multi-lingual reports

  • Highlight exceptional data

  • Show and hide data

  • Conditionally render objects in reports  


Drill-Through From One Report to Another

  • Let users navigate from a specific report to a target report

  • Pass parameter values to filter the data in drill-through targets  


Drill-through Definitions

  • Enable users to navigate to related data in IBM Cognos BI

  • Parameter-driven drill through vs. dynamic drill through

  • Steps to enable drill-through access for a package

  • Limit the items that users ca drill through from (set scope)

  • Set a measure as the scope

  • Drill Through Assistant  


Enhance Report Layout

  • Force page breaks in reports

  • Modify existing report structures

  • Apply horizontal formatting

  • Specify print options for PDF reports

  • Combine data containers displaying data from different queries

  • Format data and report objects  


Create Query Models

  • Build query models and then connect them to the report layout

  • Add filters and prompts to a report using the query model

  • Edit an SQL statement to author custom queries  


Create Query Reports Based on Relationships

  • Create reports by merging query results

  • Create reports by joining queries

  • Combine data containers based on relationships from different queries

  • Create query containers containing a single data value  


Distribute Reports Through Bursting

  • Distribute reports using bursting

  • Create burst keys

  • Identify report recipients and data items using burst tables

  • Distribute reports using email and IBM Cognos Connection  


Create Advanced Dynamic Reports

  • Filter reports on session parameter values

  • Navigate a briefing book using a table of contents

  • Create dynamic headers and title that reflect report data

  • Let users navigate to specific locations in reports

  • Create a customer invoice report  


Design Effective Prompts

  • Control report displays using prompts

  • Specify conditional formatting values using prompts

  • Create a report that formats based on prompts selection

  • Create a sorted and filtered report based on prompt selection


Enhance User Interaction with HTML

  • Create tooltips that clarify report data

  • Create a popup window that contains prompts

  • Send emails using links in a report


 Create Additional Advanced Reports

  • Create a report that displays summarized data before detailed data

  • Highlight alternate rows in a list report

  • Create a report using an external data file

  • Use single data items to summarize report information

  • Create a report using external data

  • Save reports to server file system


 Examine the Report Specification

  • Examine the report specification structure

  • Save and edit reports locally

  • Discuss considerations for modifying a report specification

  • Discuss adding custom toolbox objects and custom template options


End-to-End Workshop

  • Various managers have requested a number of reports to answer business questions pertaining to their areas of interest

  • You have been provided with the requirements for each report


 Introduction to Event Studio (Optional)

  • Examine the role of Event Studio in Performance Management

  • List the benefits of Event Studio

  • Add tasks to an agent

  • Run an agent


 Build Agents with Event Studio (Optional)

  • Create agents

  • Use calculations and parameters in Event Studio

  • Add tasks (email, report, database update, agent)

  • Manage task execution rules

  • Test an event through its lifecycle

  • Schedule an agent

Audience

This intermediate course is intended for Professional Report Authors.