Transcription
IBM Cognos ConnectionVersion 10.2.2User Guide
NoteBefore using this information and the product it supports, read the information in “Notices” on page 201.Product InformationThis document applies to IBM Cognos Business Intelligence Version 10.2.2 and may also apply to subsequentreleases.Licensed Materials - Property of IBM Copyright IBM Corporation 2005, 2014.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.
ContentsIntroduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixChapter 1. What's new . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1New features in version 10.2.2 . . . . . . . . . .Restrictions on report output formats . . . . . . .Tab names in Excel 2007 reports . . . . . . . . .Using personal data sets in Cognos Business IntelligenceNew features in version 10.2.1.1 . . . . . . . . . .New features in version 10.2.1 . . . . . . . . . .Cognos Mobile sample audit reports . . . . . . .Improved processing of burst reports . . . . . . .Deprecated features in version 10.2.1 . . . . . . . .IBM Cognos Statistics . . . . . . . . . . . .New features in version 10.2.0 . . . . . . . . . .Support for bidirectional languages . . . . . . . .Improved search with field-level search capability . . .Excel 2007 Data report output format . . . . . . .Changed features in version 10.2.0 . . . . . . . . .New location for audit samples . . . . . . . . .Deprecated features in version 10.2.0 . . . . . . . .Details view in Cognos Connection . . . . . . . .111122222233333344Chapter 2. Building IBM Cognos business intelligence applications . . . . . . . . . . 5Chapter 3. IBM Cognos Connection . . . . . . . . . . . . . . . . . . . . . . . . 7Log On . . . . . . . . . . . . . . . . . . . . . . .Log Off . . . . . . . . . . . . . . . . . . . . . . .Create a Shortcut . . . . . . . . . . . . . . . . . . . .Create a URL . . . . . . . . . . . . . . . . . . . . .Bookmark an Entry . . . . . . . . . . . . . . . . . . .Using Any Web Browsers. . . . . . . . . . . . . . . .Using Internet Explorer . . . . . . . . . . . . . . . .Entry Properties . . . . . . . . . . . . . . . . . . . .General Properties . . . . . . . . . . . . . . . . . .Permissions . . . . . . . . . . . . . . . . . . . .Report, Query, Analysis, and PowerPlay Report Properties . . . .Job Properties . . . . . . . . . . . . . . . . . . .Agent Properties. . . . . . . . . . . . . . . . . . .Page Properties . . . . . . . . . . . . . . . . . . .Rule Properties . . . . . . . . . . . . . . . . . . .Organizing Entries . . . . . . . . . . . . . . . . . . .Copy an entry . . . . . . . . . . . . . . . . . . .Move an Entry . . . . . . . . . . . . . . . . . . .Rename an Entry . . . . . . . . . . . . . . . . . .Disable an Entry. . . . . . . . . . . . . . . . . . .Hide an Entry . . . . . . . . . . . . . . . . . . .Select a Link for an Entry. . . . . . . . . . . . . . . .Delete an Entry . . . . . . . . . . . . . . . . . . .Specify the Order of Entries . . . . . . . . . . . . . . .Create a Folder . . . . . . . . . . . . . . . . . . .Specify an Alternative Icon for an Entry . . . . . . . . . . . .Search options in IBM Cognos Connection . . . . . . . . . . .Searching for entries using name, description, and name or descriptionSearching for entries using full text and all fields . . . . . . . .Personalize the Portal . . . . . . . . . . . . . . . . . . Copyright IBM Corp. 2005, 2014. 7. 8. 8. 9. 10. 10. 10. 11. 11. 13. 14. 15. 16. 17. 17. 18. 18. 19. 20. 21. 21. 23. 24. 24. 25. 26. 26. 27. 28. 32iii
Enabling support for bidirectional languagesMy Watch Items . . . . . . . . . .View Watch Items . . . . . . . .Remove Yourself from an Alert List . .Edit a Watch Rule . . . . . . . .3637373738Chapter 4. Access Permissions and Credentials . . . . . . . . . . . . . . . . . . 39Set access permissions for an entry . . . . .Trusted credentials . . . . . . . . . . .Creating trusted credentials . . . . . . .Manage Your Own Data Source Credentials . .Save Data Source Credentials . . . . . .View and Remove Your Data Source Credentials.454747484848Chapter 5. Pages and Dashboards . . . . . . . . . . . . . . . . . . . . . . . . 51Create a Page. . . . . . . . . . . . . . .Edit a Page . . . . . . . . . . . . . . .Share a Page . . . . . . . . . . . . . . .Modify a Portlet . . . . . . . . . . . . . .Enable Communication Between Cognos Portlets . . .Portal Tabs . . . . . . . . . . . . . . .Add a Tab . . . . . . . . . . . . . . .Delete a Tab . . . . . . . . . . . . . .Reorder the Tabs . . . . . . . . . . . .Change Your Home Page . . . . . . . . . . .Create a Dashboard with Multiple Tabs . . . . . .Implement global filters in multi-tabbed dashboards.Adding Interactivity to Pages and Dashboards . . .Defining Global Filters . . . . . . . . . .Enable Sharing of Drill-up and Drill-down Actions .Enable Sharing of Drill-through Actions . . . . .Chapter 6. Reports and Cubes.53545454555657585859596162626667. . . . . . . . . . . . . . . . . . . . . . . . . 69IBM Cognos Active Reports . . . . . . . . . .View, Run, or Open a Report . . . . . . . . .Set Default Report Options . . . . . . . . . .Set Report Options for the Current Run . . . . . .Setting advanced report options for the current run . .Running reports with report owner capabilities . . .Create a Report . . . . . . . . . . . . . .Creating a Query Studio Report Without Using ActualCreate a Report View . . . . . . . . . . . .View Lineage Information for a Data Item . . . . .Access the IBM InfoSphere Business Glossary . . . .Editing a Report . . . . . . . . . . . . . .Edit a Report in IBM Cognos Connection . . . .Edit a Query Studio Report in Report Studio . . .Report formats . . . . . . . . . . . . . .HTML Formats . . . . . . . . . . . . .XML Format . . . . . . . . . . . . . .PDF Format . . . . . . . . . . . . . .Microsoft Excel Formats . . . . . . . . . .CSV Format . . . . . . . . . . . . . .Report Languages . . . . . . . . . . . . .Add Multilingual Properties . . . . . . . . .Specify the Default Language for a Report . . . .Specify the Default Prompt Values for a Report . . .Save Report Output . . . . . . . . . . . .Viewing report output versions . . . . . . . . .Viewing archived report output . . . . . . . .iv.IBM Cognos Connection Version 10.2.2: User Guide. . . . . . . .Data. . . . . . . . . . . . . . . . . . . 78788
Specifying how long to keep report output versions . . . . . . .Specify How Long to Keep Report Output Histories . . . . . . .Enable an Alert List for a Report . . . . . . . . . . . . .Adding or Removing Yourself from the Alert List for a Report . . .Add Yourself to an Alert List in IBM Cognos Connection . . . .Remove Yourself from an Alert List in IBM Cognos Connection . .Add or Remove Yourself from an Alert List in IBM Cognos Viewer.Remove Users From an Alert List . . . . . . . . . . . . .Watch Rules in Saved Reports . . . . . . . . . . . . . .Enable Watch Rules for a Report . . . . . . . . . . . .Create a Watch Rule for a Specific Condition . . . . . . . .Create a Watch Rule for Different Condition Status Indicators . .Define the Alert Details for the Watch Rule . . . . . . . . .View, Edit, or Delete a Watch Rule in IBM Cognos Viewer. . . .Comments in Saved Reports. . . . . . . . . . . . . . .Enable Comments in Saved Output Versions . . . . . . . .Add Comments to a Report Version in IBM Cognos Viewer . . .Viewing, Modifying, or Deleting Comments in IBM Cognos ViewerDisable Selection-based Interactivity . . . . . . . . . . . .Distributing Reports . . . . . . . . . . . . . . . . .Saving a Report . . . . . . . . . . . . . . . . . .Sending a report by email . . . . . . . . . . . . . .Sending a Report to your Mobile Device . . . . . . . . .Printing a Report . . . . . . . . . . . . . . . . .Distributing a Report by Bursting . . . . . . . . . . .Creating Distribution Lists and Contacts . . . . . . . . .Drilling to View Related Data . . . . . . . . . . . . . .Drill Up or Drill Down . . . . . . . . . . . . . . .Drill Through to Another Target . . . . . . . . . . . .Drill Through to Another Target Passing Multiple Values . . . .Data Sources With Named Sets May Produce Unpredictable Results .Series 7 Reports in IBM Cognos Connection . . . . . . . . .Series 7 PowerPlay Reports and Cubes . . . . . . . . . .Change the Defaults for a Series 7 PowerPlay Report . . . . .Open a Series 7 Cube. . . . . . . . . . . . . . . .Multilingual Properties for Series 7 Reports and Cubes . . . . 89. 89. 90. 90. 91. 91. 91. 92. 92. 92. 93. 93. 94. 95. 96. 96. 97. 97. 98. 99. 99. 100. 100. 100. 100. 101. 102. 102. 103. 104. 105. 105. 105. 106. 107. 107Chapter 7. Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109Creating a Package . . . . . .Create a Package . . . . . .Create a Package for a PowerCubeSAP BW Packages . . . . . .View Data Sources Used by a Package. . . . . . . . . . . . . . . . . . . . . . . . . . 109. . . . . . . . . . . . . . . . . . . . . . . . . . 109. . . . . . . . . . . . . . . . . . . . . . . . . . 109. . . . . . . . . . . . . . . . . . . . . . . . . . 110. . . . . . . . . . . . . . . . . . . . . . . . . . 111Chapter 8. Personal data sets . . . . . . . . . . . . . . . . . . . . . . . . . 113Creating your own data set. . . . . . .Modifying or refreshing your data set . . .Publishing your personal data . . . . . .Managing your personal data sets . . . .Example - creating a visualization of your dataChapter 9. Drill-through Access.set. . . . . . . . . . . . . . . . .using Cognos. . . . . . . . . . . . . . . . . . . . . . . . . . . . .Workspace Advanced.113114115116117. . . . . . . . . . . . . . . . . . . . . . . . 119Understanding Drill-through Concepts . . . .Drill-through Paths . . . . . . . . .Selection Contexts . . . . . . . . . .Drilling Through to Different Report FormatsDrilling Through Between Packages . . . .Bookmark References. . . . . . . . .Members and Values . . . . . . . . .Conformed Dimensions . . . . . . . .120120121121122122123123Contentsv
Business Keys . . . . . . . . . . . . . . . . . . . .Scope . . . . . . . . . . . . . . . . . . . . . . .Mapped Parameters . . . . . . . . . . . . . . . . . .Drilling Through on Dates Between PowerCubes and Relational PackagesSetting up drill-through access in packages . . . . . . . . . . .Editing existing drill-through definitions . . . . . . . . . . .Setting Up Parameters for a Drill-Through Report . . . . . . . .Example - Drill Through Between OLAP Reports in the Same Package . .Check the Target and Source Report . . . . . . . . . . . . .Creating and testing the drill-through definition. . . . . . . . .Example - Drill Through from an OLAP Report to a DMR Report . . . .Check the Target and Source Reports . . . . . . . . . . . .Create and Test the Drill-through Definition . . . . . . . . . .Example - Drill Through to a Hidden Report from a Report Studio Report .Check the Target Report . . . . . . . . . . . . . . . . .Create and Test the Drill-Through Definition . . . . . . . . . .Specify the Drill-through Text . . . . . . . . . . . . . . . .Set Up Drill-through Access from IBM Cognos Visualizer . . . . . .Set Up Drill-through Access from PowerPlay Web . . . . . . . . .Create and Test the Target for a Series 7 Report . . . . . . . . . .Example - Drill Through Between OLAP and Relational Packages . . . .Create and Test the Drill-through Definit
IBM Cognos Active Reports .70 View, Run, or Open a Report .70 Set Default Report Options .71 Set Report Options for the Current Run .72 Setting advanced report options for the current run .73
