Complete OLAP Study Material
Content
PART - IV
DATA WAREHOUSE MAINTENANCE
Business Analysis
DWH - Cognos Access Manager
Page 1 of 209
1. Cognos
Figure 4.1
COGNOS COMPONENTS
Security
Metadata
Report & Analy i
Acce
Manager
Arc!itect
"#pro#ptu
"#pro#ptu %e& Report
Po$erPlay
1.1. A ess Manage!
Access Manager provides a centralized environment to define, store, and maintain sec rit! information for Cognos " siness information applications# $n one central location, !o can set p and maintain sec re ser access to data, s c% as c "es and reports, t%at are created in ot%er Cognos applications# Wit% Access Manager, !o can also set p and maintain ser signon information and a to-access privileges for t%e data so rces and servers t%at contain t%e re& ired data# $n t%is version of Access Manager, !o can store a t%entication data in one of t%e follo'ing so rces(
a namespace on an )DAP director! server a local a t%entication e*port file +#lae,
"o al Au#$en#i a#ion E%&o!# 'ile
)ocal a t%entication e*port files +#lae, provide a porta"le a t%entication so rce for single sers '%o 'ant to open ser class-protected data remotel!, s c% as a Po'erPla! c "e or a Portfolio "riefing "oo-# .se #lae files to distri" te and manage a t%entication data# /o can create a "lan- local a t%entication e*port file+#lae, and t%en create namespaces for !o r a t%entication data# Cognos 0amespace /o m st create a namespace nder )A1 file "efore !o can create sers or serclasses, or "efore !o can add signon information for application servers or data so rces t%at sers need to access#
A(( a Use! Class
W%en !o add a ser class, !o ena"le administrators of client applications to restrict access to data or provide a to-access to data so rces "ased on t%ese ser classes# 1ac% ser class t%at !o create is contained 'it%in t%e root ser class#
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A(( a Use!
<or eac% individ al '%o m st access sec re data, !o m st create a ser 'it% Access Manager Administration and assign t%e ser to one or more ser classes# Access to t%e sec red data is defined for eac% ser class in t%e client application# 3o open an a t%enticated application or data so rce, a ser m st "elong to at least one ser class#
P!o)i(e a Use! Wi#$ a Signon *
A "asic signon consists of a ser $D and pass'ord, "ot% of '%ic% are defined and maintained sing Access Manager Administration# =efore a ser 'it% a "asic signon can access sec re data, t%e! m st enter a valid ser $D and pass'ord d ring a t%entication#
A(( a Da#a+ase *
=efore sers can access a data"ase, !o need to define t%e data"ase in Access Manager and t%en give t%e re& ired sers access privileges to t%at data"ase# Defining a data"ase involves
referencing t%e data"ase defining t%e connection string so t%at t%e client application can connect to t%e data"ase/o can create a to-access signons for data"ases#
A(( (a#a+ase signon *
3o set a to-access to a data"ase t%at is directl! accessed , !o m st create a signon for t%e data"ase sing a ser $D and pass'ord# After t%e signon is created, it can "e applied to an! ser to provide t%em a to-access to t%e data"ase#
1.1.1. ,e##ing S#a!#e(
Figure 1.1.1.1 1
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Figure 1.1.1.' '
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Figure 1.1.1., .
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Figure 1.1.1.4 3
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Figure 1.1.1.. 4
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Figure 1.1.1./ 1 9
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Figure 1.1.1.3 1 '
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Figure 1.1.1.4 1 .
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Figure 1.1.1.8 1 3
1 4
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Figure 1.1.1.19 1 8
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Figure 1.1.1.11 ' 1
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1.-. A! $i#e #
Arc%itect is a metadata management tool t%at provides a single administration point for metadata t%at s pports all !o r Cognos & er! and reporting prod cts# /o se Arc%itect to " ild a common set of " siness-oriented metadata so t%at !o r sers can " ild & eries, reports, and c "es# 3%e Arc%itect model descri"es t%e metadata from t%e nderl!ing so rces +data access la!er,, t%e " siness vie' of t%e corporate data +" siness la!er,, and '%ic% parts of t%e " siness la!er 'ill "e sed in applications +pac-age la!er,#
3%e data access la!er contains t%e metadata t%at descri"es %o' to retrieve data from t%e p%!sical environment# 3a"les, col mns, ?oins, and ot%er data"ase o"?ects ma! "e incl ded, as 'ell as 2@) statements and ser-defined f nctions# 3%e data ma! e*ist in m ltiple so rces, s c% as relational data"ases or $mprompt Hot <iles, or ma! "e retrieved "! sing stored proced res, ser-defined f nctions, or 2@) statements# 3%e " siness la!er descri"es t%e " siness vie' of t%e corporate data as 'ell as t%e information t%at !o r report a t%ors and & er! designers re& ire# $t consists of t%e " siness model +entities, attri" tes, and relations%ips,, '%ic% !o can vie' as an entit!-relations%ip diagram, " siness r les +calc lations, filters, and prompts,, and displa! r les +st!les, and en meration val es,# Arc%itect generates o"?ects in a "asic " siness la!er "ased on t%e o"?ects in t%e data access la!er# /o can modif! t%e " siness la!er to reflect !o r sersA reporting and & er!ing re& irements# 3%e pac-age la!er contains pac-ages t%at descri"e s "sets of t%e " siness la!er# 1ac% pac-age ma! "e targeted for one or more Cognos prod cts +Po'er Pla!3ransformer, $mprompt , and Cognos @ er!, and defined for a single " siness intelligence application and ser gro p#
1.-.1. Bene.i#s o. A! $i#e #
/o can
" ild and maintain a common set of metadata t%at s pports several Cognos prod cts /o can s "stantiall! red ce t%e administration costs associated 'it% maintaining models and ens re t%at different gro ps of sers %ave access to metadata t%at acc ratel! and consistentl! reflects t%e 'a! t%at !o r compan! does " siness# centralize " siness r les for maintenance and consistenc! <or e*ample, !o m st pdate a calc lation# /o ma-e a c%ange to t%e calc lation e*pression once in t%e common " siness model# 2imilarl!, !o define filters and prompts centrall!# access data from several different t!pes of so rces, and e*pand & er!ing and reporting capa"ilities <or e*ample, !o r Arc%itect model co ld define access to an Bracle data"ase, a 2!"ase data"ase, and t%e ?oins "et'een t%em# Cognos @ er! and Po'erPla! sers can & er! attri" tes derived from different data so rces# se e*isting metadata to start " ilding !o r Arc%itect model <or e*ample, !o r organization maintains a t%ird-part! metadata so rce for t%e <inance department# /o can import t%is so rce as a metadata so rce for !o r Arc%itect model#
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Figure 1.'.1.1 1
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Figure 1.'.1.' ,
Clic1 !ere to create ne$ #odel
4
1.-.-. Da#a A ess "aye!
3%e data access la!er provides information for efficient & er! formation '%en sers se an Arc%itect model to access data in a data so rce# Arc%itect also ses information in t%e data access la!er to create t%e " siness la!er# 3%e more efficient and acc rate t%e data access la!er is t%e "etter serAs & eries are# /o can en%ance t%e data access la!er "! 1# 2# 5# Cenerating ?oins "et'een ta"les '%ere -e! definitions matc%# Cenerating -e!s '%ere foreign -e! constraints are not declared# Adding t!pe-in 2@) & eries#
After !o en%ance t%e data access la!er, !o can generate t%e " siness la!er#
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Ho'ever, "efore !o " ild a " siness model, !o s%o ld c%ec- t%e data access la!er to ens re t%at t%e contents are consistent and do not contain an! errors# Figure 1.'.'., .
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Clic1 Clic1!ere !ereto to create createne$ ne$ data&a data&a e e
Creating Arc!itect Model
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Figure 1.'.'.4 3
4
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Figure 1.'.'.. 1 9
u u ing ingc!ec1 c!ec1&o< &o< elect electt!e t!e re:uired re:uiredta&le ta&le
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1.-./. Business "aye!
Arc%itect anal!zes t%e data access la!er to determine %o' to create entities, attri" tes, -e!s and relations%ips# <or eac% ta"le in t%e data access la!er, Arc%itect creates an entit! in t%e " siness la!er# <or eac% s!non!m, Arc%itect creates a s "t!pe entit!# 2imilarl!, for eac% col mn, Arc%itect creates an attri" te in t%at entit!# <or eac% -e! in t%e data access la!er, Arc%itect creates a -e! in t%e " siness la!er, and for eac% ?oin in t%e data access la!er, Arc%itect creates a relations%ip in t%e " siness la!er# Figure 1.'.,.1 1
Clic1 !ere to Create &u ine #odel
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,
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Figure 1.'.,.' 4
.
)i playing t!e elected entitie
1.-.0. Pa 1age "aye!
A named s "set of t%e " siness model t%at contains all t%e information t%at a specific ser +or gro p of sers, 'ill need# A pac-age can contain s "?ects, '%ic% are "ased on entities, and s "?ect items, '%ic% are "ased on attri" tes, filters, and prompts# 2 "?ects in a pac-age are related to eac% ot%er "! & er! pat%s t%at correspond to t%e relations%ips in t%e nderl!ing " siness model#
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Figure 1.'.4.1 1
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Figure 1.'.4.' 4
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/
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8
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1./. I2&!o2&#u
As an administrator, !o create and maintain an $mprompt environment t%at is meaningf l to !o r sers, ma-ing it as eas! as possi"le for t%em to prod ce t%e reports t%e! need #3o do t%is, !o m st "e involved in all aspects of $mprompt , from connecting to t%e corporate data"aseD to setting p effective catalogs, ?oins, folders, and filtersD to ens ring t%at ade& ate sec rit! proced res are in place# /o 'ill also 'ant to ma-e s re t%at $mprompt is set p in a'a! t%at ma*imizes its performance and ma-es !o r ?o" easier# Figure 1.,.1 $mprompt Applica"ilit! Dimensions Data representation 2licing F Dicing Drill operations C%arts F Crap%s Data"ase Connectivit! Data is .p-to-dateG )o'-Mid range anal!sis 2ingle93'o Dimensional Catalogs F 4eports 0ot Availa"le 0ot Availa"le Availa"le Connected 4eports Po'erPla! Hig%-end anal!sis M lti-dimensional C "es Availa"le Availa"le Availa"le Disconnected from Data"ase 0eed to "e pdated reg larl!
"#pro#ptu 0 Po$erPlay
/es
1./.1. ,e##ing S#a!#e(
1./.1.1. Un(e!s#an(ing #$e Ca#alogs
An $mprompt catalog acts as a "ridge to t%e data"ase# 3%e catalog points to data and ins lates $mprompt sers from t%e comple*ities of t%e data"ase, "! letting t%em foc s on anal!zing t%e data t%at drives t%eir " siness# /o m st create a catalog "efore !o or an! $mprompt sers can create $mprompt reports# $mprompt catalogs contain information t%at $mprompt needs to access and retrieve data from a data"ase# Catalogs store metadata associated 'it% t%e data"ase str ct re incl ding t%e
0ame and location of t%e data"ase 0ames of t%e col mns in t%e selected ta"les Eoin relations%ips "et'een ta"les
$n addition, a catalog contains folders, conditions, and calc lations t%at !o design and create# 3%e folders, conditions, and calc lations t%at !o define in !o r catalog provide report sers 'it% a logical vie' of t%e p%!sical data +in t%e data"ase, t%at t%e catalog accesses# As an administrator, !o can create fo r t!pes of catalogs(
Personal Distri" ted 2%ared 2ec red
As t%e creator of a catalog, !o can
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C%ange t%e names or locations of t%e folders 2elect t%e ta"les to incl de in t%e catalog C%ange and define t%e ?oin relations%ips "et'een t%e ta"les in !o r catalog Cenerate content overvie' reports Figure 1.,.1.1.1
Pe!sonal Ca#alog
A personal catalog is a catalog t%at !o do not intend to ma-e accessi"le to ot%er $mprompt sers# /o can Catalog create personal catalogs to access data"ases from '%ic% !o re& ire personal reports# Personal catalogs are for individ al se onl! and t%ere are no sec rit! considerations# Bnl! t%e creator of t%e catalog can access t%e data referenced "! t%e catalog#
Dis#!i+u#e( Ca#alog
Per onal )i tri&uted S!ared Secured A distri" ted catalog consists of an original Ma ter )i tri&uted Catalog t%at t%e administrator controls and maintains, and one or more local catalogs + Per onal )i tri&uted Catalog , t%at are created '%en sers open t%e Master Distri" ted Catalog# Distri" ted catalogs are sef l to maintain a certain level of control over t%e catalog, " t allo' catalog sers to create t%eir o'n local copies of t%e catalog# Bnce sers %ave created t%eir o'n Type o* Catalog Personal Distri" ted Catalog, t%e! can modif! it to meet t%eir o'n specific reporting needs# /o can ena"le !o r sers to modif! t%eir personal distri" ted catalogs "! assigning t%em privileges to modif! folder str ct res and add conditions and calc lations# Wit% a distri" ted catalog, !o can ena"le t%e <olders and .ser Profiles commands so t%at !o r sers can
Brganize t%e contents of t%eir personal distri" ted catalog "! creating ne' folders Create conditions and calc lations to store in t%eir catalog Disconnect from t%e )A0 and contin e to 'or- 'it% t%eir personal distri" ted catalog Connect and disconnect from t%e data"ase Create ser classes, set pass'ords, and control t%e ser environment Manage t%e impact on t%e net'or- and data"ase
$mprompt maintains a lin- 'it% t%e master distri" ted catalog and a tomaticall! pdates t%e lin-ed personal distri" ted catalogs 'it% c%anges to t%e master# 3%is ena"les sers to c%ange t%e contents of t%eir personal distri" ted catalog, '%ile ens ring t%at c%anges to t%e master are applied to t%eir personal distri" ted catalogs#
S$a!e( Ca#alogs
A s%ared catalog is generall! stored on a )A0 to provide access for all sers# W%en !o open a s%ared catalog, !o are 'or-ing 'it% t%e same cop! of t%e catalog as all ot%er sers# 3%e creator of a s%ared catalog can c%ange and grant privileges to specific sers t%at ena"le t%em to(
Brganize t%e contents of t%e catalog "! creating ne' folders, editing folders !o Hve created, and c%anging t%eir location Wor- 'it% conditions and calc lations stored in t%e catalog Connect and disconnect from t%e data"ase
Se u!e( Ca#alog
A sec red catalog is a read-onl! catalog t%at onl! t%e Creator can c%ange# .se sec red catalogs to deplo! IcannedI reports for a diences t%at %ave no need to c stomize t%eir reports# .sers cannot c%ange a sec red catalog, and t%e! cannot create or c%ange an! of t%e reports "ased on t%e catalog# .sers can onl! vie', r n, e*port, and print reports# $n addition, sers can connect to and disconnect from t%e data"ase#
1./.1.-. "ogi al Da#a+ases
3o let t%e Cognos connect to t%e data"ases, 'e create a so-called )ogical Data"ase# A logical data"ase is a connection pointing to a data"ase li-e Bracle or to an BD=C Data 2o rce# 3%is ma-es t%e catalog totall! independent of a data"ase pon '%ic% it is "ased# We se t%e Data"ase Definition Wizard to create or modif!
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logical data"ases# A catalog can point to one and onl! one )ogical Data"ase# Please refer to t%e <ig re 10#8 for a step-"!-step g ide on %o' to create a )ogical Data"ase#
1./.1./. Weig$# 3 4uali.i a#ion
Bnce !o create a catalog, !o All "e prompted to select t%e ta"les t%at !o 'is% to incl de in !o r catalog# At t%e same time, !o %ave an option specif!ing t%e 'eig%ts and & alifications for t%ese ta"les# Weig%ts are sed to control '%ic% ta"les are preferred as intermediate ta"les in ?oin strategies# 3%e more detailed a ta"le is t%e "igger t%e 'eig%t s%o ld "e# 3%at is, t%e lesser t%e 'eig%t t%e more closel! it is to t%e W%ere cla se# /o can & alif! a ta"le more or less, '%en a ta"le is & alified more, it appears along 'it% t%e sc%ema name in t%e conditions and ?oin strategies# 3%is is sef l especiall!, if !o %ave t'o ta"les of same name from different sc%emas# 1*( 2alesJHistor!#2ales +@ alified More, 2ales +@ alifier )ess,# 1 1 Figure 1.,.1.,.1
Figure 1.,.1.,.' '
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Gi0e Gi0ea ana#e na#eto to t!e t!ecatalog catalog Clic1 Clic1!ere !ereto toc!ange c!ange t!e t!ede*ault de*aultpat! pat!
Clic1 Clic1!ere !ereto to elect electt!e t!e type typeo* o*t!e t!ecatalog catalog Clic1 Clic1!ere !ereto tocreate create logical logicaldata&a data&a e e
Creating a catalog
Figure 1.,.1.,., 4
)ata&a e )e*inition Manager
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Pro0ide Pro0idea ana#e na#e*or *or t!i (ogical t!i (ogical )ata&a )ata&a e e
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Figure 1.,.1.,.4 3 O& O& er0e er0et!e t!e(ogical (ogical )ata&a )ata&a e e$e $e=u =u tt created created 4
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Select Selectt!e t!e (ogical (ogical)ata&a )ata&a e e $e $e=u =u ttcreated created 8
Pro0ide Pro0idedata&a data&a e e connecti0ity connecti0ity in*or#ation in*or#ation
1 9
Select Selectt!e t!eta&le ta&le and clic1 and clic1!ere !ereto to i#port i#portt!e# t!e#
Select Selectt!i t!i to to auto#atically auto#atically i#port i#port=oin =oin
Creating a catalog 5contd6
Figure 1.,.1.,.. 11
>uali*y >uali*yta&le ta&le #ore #ore or le accordingly or le accordingly
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Creating a catalog 5contd6
1,
O& O& er0e er0et!e t!e catalog catalogna#e na#et!at t!at i i currently currentlyopen open
"con "conindicate indicate connected connectedto to t!e data&a t!e data&a e e
1./.-. Basi O&e!a#ions on Ca#alogs
Figure 1.,.'.1 1 '
Opening a Catalog
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Pro0ide Pro0idedata&a data&a e e u u er erdetail detail
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O& O& er0e er0et!e t!e Catalog CatalogNa#e Na#e
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W%enever 'e open an e*isting catalog or create a ne' catalog t%e Catalog )ogon dialog "o* prompts for t%e data"ase sername and pass'ord# Bnce 'e provide t%ese t%e catalog gets connected to t%e data"ase# 3%e catalog remains connected to t%e data"ase no matter '%et%er !o 'or- 'it% reports or not# At times, t%is ma! 'aste t%e s!stem reso rces, %ence 'e can simpl! disconnect from t%e data"ase# At an! later moment, 'e can again reconnect to t%e data"ase as s%o'n "elo'(
Figure 1.,.'.' 1 '
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Pro0ide Pro0idedata&a data&a e e u er detail u er detail
Reconnect to data&a e
1././. Ca#alog 'ol(e!s
W%en !o create a catalog, eac% ta"le in t%e catalog appears as a folder containing t%e ta"leHs col mns# /o can also store conditions, calc lations, and catalog prompts in folders# <olders ena"le !o to organize data items logicall!, according to sers needs, rat%er t%an "ased on %o' ta"les and vie's are p%!sicall! stored in t%e data"ase# 3%is logical rendering of information ena"les report sers to access information 'it%o t -no'ing a"o t t%e ta"les, inde*es, and ?oins t%at comprise a t!pical corporate data"ase# /o can modif! and organize t%e folders and items in t%e folders# /o can(
Create ne' folders and s%o' t%e contents of a folder Cop! folders and folder items and paste t%em in ne' locations Move and remove folders and folder items 4ename folders and folder items Cenerate a folder from a report
As an e*ample, let s sa! t%at t%ere are 20 col mns from different ta"les t%at !o se most fre& entl!, t%en, 'e can create a folder containing all t%ese# $n t%is fas%ion, folders provide a "etter 'a! of logicall! organizing t%e ta"les# W%en 'e create a catalog, 'e are prompted to select t%e ta"les# <or all t%ese ta"les a respective folder 'ill "e created# We can define o r o'n ne' folders t%at contain col mns from t%ese predefined folders# We can also create o r o'n virt al col mns# 3%ese can "e eit%er calc lations or conditions or prompts# A calc lation is a col mn t%at contains an e*pression 'or-ing 'it% an! n m"er of col mns from an! n m"er of folders# A condition is '%at 'e can se later '%ile generating a report to filter t%e data# Prompts 'ill "e disc ssed in t%e sections to follo'# We can also create conditions and calc lations '%ile creating reports# Ho'ever, t%ose t%at are created at t%e catalog level can "e s%ared "et'een m ltiple sers of t%e catalog#
Figure 1.,.,.1 1
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-e et!e t!e e eto tocreate create a ne$ a ne$ *older?condition? *older?condition? calculation calculation
Folder Folder currently currently e<i e<i ting tingin int!e t!e Catalog Catalog
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Select t!e colu#n and clic1 copy
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Clic1 Clic1Pa Pa te teto topa pa te tet!e t!e e e colu#n in t!e ne$ *older colu#n in t!e ne$ *older
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Clic1 t!e Condition &utton in t!e New *ra#e to open t!i )ialog ;o<
O& O& er0e er0et!e t!eFilter Filter icon icon
Figure 1.,.,., 4 Pro0ide Pro0idea ana#e na#e*or *or t!e calculation t!e calculation
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Pro0ide Pro0idet!e t!e e<pre e<pre ion ion!ere !ere
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1./.0. C!ea#ing a Basi Re&o!#
As disc ssed, reports in Cognos imprompt are totall! "ased on t%e catalogs# =! no', as 'e nderstood t%e "asics of catalogs, 'eAll no' disc ss t%e "asics of creating and 'or-ing 'it% reports# Figure 1.,.4.1 1
Creating a ;a ic Report
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Figure 1.,.4.' , O& O& er0e er0et!e t!e*older *older and and colu#n colu#n
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Select t!e colu#n on le*t and clic1 t!e
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Sa#ple report output
Creating a ;a ic Report 5contd6
1./.5. Ca#alog Se u!i#y
Cognos imprompt %as man! " ilt-in sec rit! feat res t%at 'ill "e e*plored in t%is section# W%enever a catalog gets created, imprompt creates t'o ser classes +or sers, namel! Creator and - er# Creator is t%e one '%o creates t%e catalog# He is analogo s to Administrator# .ser is a "asic ser 'it% a minim m set of privileges# Cognos imprompt s pports sec rit! at different levels# 3%e! are(
3a"le access <older access <iltering col mnAs data
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Data"ase connectivit! Cross prod ct & eries9?oins9d plicate ro's C%aracter retrieval lengt% Data retrieval limits @ er! e*ec tion time Direct 1ntr! 2@)
Ta+le a ess
As a creator, !o can grant or den! access to fe' ta"les to some sers# $f !o den! access to a ta"le, access to all t%e col mns +in all t%e folders, "ased on t%ese ta"les 'ill "e denied# <or a step-"!-step g ide refer to fig re 1#8#5#
'ol(e! a ess
Man! a time, !o mig%t 'ant to den! t%e access not to a single ta"le " t to m ltiple col mns in several ta"les# $n cases li-e t%ese 'e can create several folders as per o r re& irement and grant9restrict access to some folders# <or a step-"!-step g ide refer to fig re 1#8#8#
'il#e!ing olu2n6s (a#a
We can also appl! a filter condition to col mns in a given folder to restrict access to a set of records in t%e reports# Ma-ing t%is at t%e catalog level %as an additional advantage of %aving different restrictions to different sers# <or a step-"!-step g ide refer to fig re 1#8#:#
Da#a+ase onne #i)i#y
W%en 'e connect to a catalog, 'e are re& ired to provide t%e data"ase ser name and pass'ord to connect to t%e data"ase# 3%is re& ires t%at all t%e catalog sers m st -no' t%e data"ase ser details, '%ic% is a sec rit! loop%ole# Hence, 'e can set a defa lt sername and pass'ord t%ro g% '%ic% t%e ser %as to connect to t%e data"ase# <or a step-"!-step g ide refer to fig re 1#8#6#
C!oss &!o(u # 7ue!ies89oins8(u&li a#e !o:s
As a creator, !o can allo', 'arn or prevent t%e access to cross prod ct & eries, ta"le ?oins and t%e access to d plicate ro's# <or a step-"!-step g ide refer to fig re 1#8#7#
C$a!a #e! !e#!ie)al leng#$
As a creator, !o can specif! a ma*im m lengt% of t%e string to "e displa!ed in t%e imprompt # )et s sa! t%ere is a col mn '%ose lengt% is 2:: c%aracters# Ho'ever, !o can restrict for some catalog sers s c% t%at t%e! 'ill "e a"le to see onl! t%e first 20 c%aracters of t%e string, no matter '%at# <or a step-"!-step g ide refer to fig re 1#8#7#
Da#a !e#!ie)al li2i#s84ue!y e%e u#ion #i2e
/o can also restrict t%e n m"er of records to "e vie'ed "! a given ser and9or t%e ma*im m amo nt of time a & er! %as to r n and even t%e ma*im m n m"er of ta"les a ser can access t%ro g% t%e data retrieval limits section# <or a step-"!-step g ide refer to fig re 1#8#>#
Di!e # En#!y S4"
$n imprompt 'e %ave an option of modif!ing t%e & er! t%at Cognos generates to access t%e data# <or a given set of sers !o can also restrict t%is# Also refer to fig re 1#8#9# Figure 1.,...1 1 '
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User Profiles dialog &o< let you et e0eral ecurity option
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Pro0ide Pro0idea au u er erna#e na#e
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Pro0ide Pro0idea a pa pa $ord $ord O& O& er0e er0et!e t!ene$ly ne$ly added addedu u er er
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a. a.Select Selecta au u er er -e et!e t!e e e&utton &utton to to grant?deny grant?denyacce acce
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&. &.Select Selectta&le ta&le
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O& O& er0e er0et!at t!atall all*older *older &a ed on t!e denied &a ed on t!e deniedta&le ta&le do donot notappear appear
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a. a.Select Selecta au u er er
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&. &.Select Select*older *older
c. c.-e et!e t!e e e&utton &utton to to grant?deny acce grant?deny acce
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O& O& er0e er0et!at t!atall all*older *older t!at t!at are denied doe not are denied doe notappear appear
Folder Acce
Figure 1.,...4 1 a. a.Select Selecta au u er er
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&. &.Speci*y Speci*ya a condition condition
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O& O& er0e er0et!at t!atcu cu to#er to#er $!o $!o e e") ")i i le le t!an t!an199 199are aredi di played played
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&. &.pro0ide pro0idedata&a data&a e e u erna#e and u erna#e andpa pa $ord $ord
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O& O& er0e er0et!at t!at"#pro#ptu "#pro#ptuno no longer longerpro#pt pro#pt *or *ordata&a data&a e e u u er er*or *or- er@1 er@1
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a. a.Select Selecta au u er er
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&. &.Select Select$!et!er $!et!erto to allo$ allo$cro cro product product ?outer ?outer=oin =oin A A
c. c.Speci*y Speci*yt!e t!eMa<i#u# Ma<i#u#No. No.o* o* c!aracter to &e retrie0ed c!aracter to &e retrie0ed
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a. a.Select Selecta au u er er
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&. &.Speci*y Speci*ydata data retrie0al retrie0al(i#it (i#it
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;y de*ault+ )irect Entry S>( i per#itted clic1ing on t!e Edit &uttonB you can edit t!e S>( !o$n.
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1./.;. <oins
W%ile creating a catalog, a dialog "o* appears '%ere in 'e select t%e ta"les t%at are to "e incl ded in t%e catalog and specif! t%e 'eig%ting and & alifications +4efer to <ig re 5#5,# We select Create Eoins sing Ke! or first matc%ing col mn# $f !o go 'it% t%e man al ?oins, !o can later on create t%e ?oins sing t%is men # Figure 1.,./.1 1
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Select SelectTa&le Ta&le1 1
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Select Selecta aColu#n Colu#n
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3%e 'izard t%at gets displa!ed '%ile creating a report '%erein 'e select t%e col mns 'e need to %ave in t%e report is -no'n as >uery Panel or >uery %iDard# $n t%is 'izard, !o can also specif! aggregation of t%e col mns, sorting orders, gro p "! cla se and filter conditions# All t%ese 'ill "e disc ssed in t%e pict re presentation to follo'# W%ile specif!ing t%e filter condition, !o can specif! a condition %ere itself or simpl! import a condition t%at %as "een defined at t%e catalog level# Figure 1.,.3.1.1
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"* you are creating a ne$ report+ >uery Panel $ill auto#atically appear+ i* you are already in a report+ u e t!i #enu.
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Select Selectt!e t!ecolu#n colu#n and and clic1 Group? clic1 Group?-ngroup -ngroup
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7ou can et t!e c!aracter lengt! retrie0al+ t!u#&nail iDe+ data retrie0al iDe !ere
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>uery Panel 5contd6
1./.=.-. 'o!2a##ing Re&o!#s
3%e format dialog "o* lets !o follo'ing ta"s( 'or- 'it% different t!pes of formatting options '%ic% are classified in to t%e
Data <ont =orders Patterns
Da#a
Contents of t%is t!pe var! "ased on t%e col mn selected# $t "asicall! deals 'it% t%ree t!pes of data( Numeric, Text and Date# <or t%e n meric data t!pe, !o can select %o' it %as to "e displa!ed for a positive val e# 2imilarl!, !o can also specif! %o' it is to "e displa!ed for negative val es and '%at is to "e displa!ed if it is eit%er zero or a Null val e# <or positive and negative t%e format string is specified as LLL#LLL '%ere a L represents a digit# 3%e n m"er of L !o give on t%e rig%t side of t%e decimal point determine %o' detailed !o 'ant t%e decimal val es to "e displa!ed# /o can also provide a com"ination of static te*t and a set of L 1*( 4s# LLL#LLL can "e sed to format for val es indicating in 4 pees# 2imilarl!, for te*t strings t%e follo'ing are t%e defa lt formats availa"le(
AaM N displa!s onl! first letter of t%e '%ole te*t capital +3%is is a sample te*t, AM N displa!s in all pper case letters +3H$2 $2 A 2AMP)1 31O3, aM N displa!s in all lo'er case letters +t%is is a sample te*t, M N displa!s t%e te*t as it is stored in data"ase 'it%o t an! c%anges +3%is is a 2ample te*t,
<or t%e date data t!pes, !o can " ild several format strings "ased on t%e follo'ing representations( !! N t'o digit !ear format +9>, !!!! N fo r digit !ear format +199>, m N single digit mont% +1 for Ean ar! and 12 for Decem"er, mm N t'o digit mont% +01 for Ean ar! and 12 for Decem"er, mmm N t%ree digit mont% +Ean for Ean ar!, mmmm N complete mont% name +Ean ar!, d N single digit da! +1 for 1st and 51 for 51st, dd N t'o digit da! +01 for 1st and 51 for 51st, ddd N s%ort da! name +Wed, dddd N long da! name +Wednesda!, % N %o rs in 12 %o r format +: for : AM as 'ell as : PM, %% N %o rs in 28 %o r format +: for : AM and 17 for : PM, %%#mm N %o rs and min tes %%#mm#ss N %o rs and min tes and seconds
/o can also com"ine static te*ts in "et'een t%ese formats li-e(
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!! P!earsQ mm Pmont%sQ dd Pda!sQ displa!s 5 !ears 8 mont%s : da!s
'on#
$n t%e font ta", !o can set t%e font face +Arial, Co rier 0e', 3imes 0e' 4omanR,, font st!le +4eg lar, =old, $talic, =old and $talic,, 2ize +10, 12, 15R,, .nderline and 2tri-et%ro g% parameters# Apart from t%ese !o can also set t%e color of t%e te*t to one of t%e man! pre defined colors#
Bo!(e!s
$n t%is ta", !o can specif! '%et%er a "order is re& ired for t%e selected col mn or not# /o can also specif! t%e color of t%e "order and t%e line st!le of t%e "order# <ollo'ing are fe' line st!les( Figure 1.,./.'.A Tran parent None
;order Style
Pattern Style
Pa##e!ns
$n t%e patterns ta", !o can set t%e pattern of t%e te*t as 'ell as t%e "ac-gro nd color of t%e col mn# 3%ere are different t!pes of patterns availa"le as s%o'n in t%e fig re a"ove
Figure 1.,.3.'.; 1 '
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Nu#eric data *or#atting
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)et s sa!, 'e need to create a report '%erein 'e are interested to see t%e list of all t%e prod cts for a given prod ct categor!# We can se a filter condition to %ave s c% a report# Ho'ever, if 'e 'ant to see s c% report for different categories, 'e need to generate so man! reports eac% 'it% a different filter condition# $nstead, 'e can create one single report sing a prompt# Prompt is a component '%en incl ded in a report, ser 'ill "e prompted to provide a val e, '%ic% can "e sed to filter t%e data# 3%is provides d!namicit! to t%e reports# We can create prompts eit%er at a report level or at t%e catalog level# A prompt created at a catalog level can "e sed 'it%in
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m ltiple reports and "et'een m ltiple sers# 3%e pict re demonstration t%at follo's s%o's %o' to create prompts and sing t%em# 3%ere are different t!pes of prompts t%at can "e created# 3%e! are(
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Ca#alog &i 1 lis#
$n catalog pic- list ser is not prompted to inp t a val e " t to select one from t%e distinct val es '%ic% are pic-ed from t%e data"ase# <or t%is, 'e need to select a col mn from an! folder 'it%in t%e catalog# 4espective val es 'ill "e read from t%e data"ase and displa!ed to t%e ser#
Re&o!# &i 1 lis#
4eport pic- list is ? st li-e catalog pic- list 'it% t%e onl! difference "eing it does not read t%e val es from t%e data"ase " t reads from one more report# $f t%e col mn in t%e selected report is filtered, !o All get onl! t%ose filtered val es#
'ile &i 1 lis#
<ile pic- list is sed '%en !o do not 'ant to ma-e a data"ase %it for t%e distinct val es# <ile pic- list reads t%e val es from a te*t file specified '%ile creating a prompt# 3%ese val es ma! or ma! not e*ist in t%e data"ase# $f t%e! e*ist, t%e report 'ill "e displa!ed as s al# Bt%er'ise, t%e report ma! appear "lan-# $t is not simpl! eno g% if !o create a prompt# /o m st se t%is prompt 'it%in a filter condition or ot%er'ise for it to act all! 'or-# /o can %ave as man! prompts as !o 'ant# Ho'ever, onl! t%ose prompts specified in t%e filter condition +eit%er at t%e catalog level or report level, 'ill "e prompted for t%e ser# /o can also %ave a different col mn "eing displa!ed to t%e ser and a different col mn sed internall! for t%e filter condition# 3%is is %elpf l '%en !o act all! 'ant to filter "! Prod ct $D, %o'ever !o 'ant to displa! prod ct name for t%e ser to select# $mprompt 'ill ret rn t%e respective prod ct id associated 'it% t%e prod ct name# <or t%is to 'or- t%ere s%o ld "e a one to one relation "et'een t%e col mns !o select for displa! and for t%e internal se#
Figure 1.,.4.1
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Figure 1.4.1 1
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Figure 1.4.4 3
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Figure 1.4.. 1 9
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Figure 1.4./ 1 ,
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Figure 1.4.3 1
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Figure 1.4.4 1 8
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Figure 1.4.8 ' 1 Sa0e Sa0ecatalog catalogin in a a *older5*older *older5*olderproperty property !ould !ould&e &e !ared6 !ared6
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Figure 1.4.19 ' ,
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Figure 1.4.11 ' .
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Figure 1.4.1' ' 3
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Enter Enterdata&a data&a e eu u er er ignon ignon
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Figure 1.4.1, ' 8
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, 9 Select Selectt!e t!eta&le ta&leand and colu#n colu#n to togenerate generatereport report
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Figure 1.4.14 , 1
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Figure 1.4.1. , ,
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Figure 1.4.1/ , . Clic1 Clic1!ere !ereto to Pu&li Pu&li ! !Report Report
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Figure 1.4.13
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Figure 1.4.14
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Figure 1.4.18 4 1
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Figure 1.4.'9 4 ,
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Figure 1.4.'1 4 .
Eie$ t!e report on ;ro$ er
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1.5. Po:e!Play
Cognos Po'erPla! as alread! disc ssed, is sed for %ig%-end anal!sis# Cognos Po'erPla! nli-e Cognos $mprompt does not se t%e concept of catalogs and reports %o'ever, se t%e concept of Models and C "es# C "es are m lti-dimensional str ct res t%at %old t%e data separated from t%e data"ase# 3%e data in t%e data"ase is stored in t%e c "es in all t%e possi"le com"inations# Hence, t%e data retrieval is m c% faster# C "es on an average are more t%an 7:T faster t%an t%e imprompt reports# Cognos C "es also s pport drilling operations and slicing and dicing# 3%e! are more n m"er of vie's +c%art, pie, "ar R, t%at are easier and more comforta"le d ring anal!sis#
1.5.1. ,e##ing S#a!#e(
Cognos c "es are created sing Cognos 3ransformer# C "es can "e vie'ed sing Po'erPla!# $mprompt catalogs %ave t%e data"ase as t%eir so rce# 2imilarl!, c "es se $@D files as t%eir so rces# $@D stands for $mprompt @ er! Definition <ile# E st li-e imprompt reports read from t%e catalog transformer reads data t%ro g% t%e $@D file to " ild a c "e# Bnce a c "e is " ilt it is no longer dependent on eit%er t%e data"ase or catalog or t%e $@D file# $@D files are generated from Cognos imprompt # $@D files contain onl! definitions i#e# %o' t%e data %as to "e retrieved t%ro g% t%e catalogs and logical data"ases# 3%e follo'ing pict re demonstration s%o's saving a report as an $@D file#
Figure 1...1.1 1
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1.5.-. C!ea#ing a Mo(el
A model and c "e are analogo s to a program so rce code and t%e "inar! e*ec ta"le created once t%e program is completed# Bnce a "inar! e*ec ta"le is prepared it is eno g% to e*ec te t%e "inar! file to 'or- 'it% it# We no longer need t%e so rce code# Ho'ever, 'e need t%e so rce code if 'e 'ant to do an! modifications to t%e "inar! file# 2imilarl!, 'e create a model file, specif! t%e dimensions, meas res and dimension map in it and t%en create a c "e# Data from t%e data"ase gets added to t%ese d ring t%e c "e creation process# Bnce a c "e is created !o no longer need a model nless ntil !o 'ant to do some modifications to t%e c "eAs str ct re or pdate t%e data in t%e c "e# /o can vie' t%e reports, drill p and drill do'n, slice and dice sing 'it% t%e c "e itself# Figure 1...'.1 1
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, Gi0e Gi0ea ana#e na#eto to t!e t!eModel Model
Creating a Model
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Figure 1...'.' 4 Gi0e Gi0ea ana#e na#eto to t!e t!edata data ource ource Select Selectt!e t!e ource ourcetype type to to&e &eImpromptu ImpromptuQuery Query Definition Definition
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Creating a Model 5contd6
Figure 1...'., 3
Pro0ide Pro0idea au u erna#e erna#eand andpa pa $ord $ord to toconnect connectto tot!e t!edata&a data&a e e
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)i#en )i#en ion ionMap Map
Mea Mea ure ure )ata )ataSource Source (ogical (ogicaldata&a data&a e ena#e na#e 5i#ported 5i#ported*ro# *ro#i#pro#ptu i#pro#ptu t!roug! t!roug!">)6 ">)6
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Read Co##itted( Allo's a transaction access onl! to ro's t%at %ave "een committed "! ot%er transactions# Cur or Sta&ility( Pro%i"its ot%er transactions from pdating t%e ro' on '%ic% a transaction is positioned# Reproduci&le Read( 1ns res t%at ro's selected or pdated "! a transaction 'ill not "e c%anged "! anot%er transaction ntil t%e first transaction is complete# P!anto# Protection( Pro%i"its access "! a transaction to ro's inserted or deleted since t%e start of t%e transaction# SerialiDa&le( 1ns res t%at a set of transactions e*ec ted conc rrentl! prod ce t%e same res lt as if t%e! 'ere performed se& entiall!#
Di2ension Ma&
Dimension map is ver! cr cial for drill operations# Dimension map defines %o' one can drill p or drill do'n t%ro g% several dimensions# /o can %ave an! n m"er of levels in t%e dimension map# Figure 1...'.4
O& O& er0e er0et!e t!edi#en di#en ion ion#ap. #ap.7ou 7oucan can drill drill*ro# *ro#region region to to u& u®ion region and and to tocountrie countrie . .Si#ilarly+ Si#ilarly+you youcan candrill drill *ro# *ro#categorie categorie to to u& u&categorie categorie to to product product
O& O& er0e er0et!e t!eCountry Country") ")in in t!e t!edi#en di#en ion ion#ap. #ap."t "t !ould !ould&e &ecountry countryna#e na#e
O& O& er0e er0et!e t!e#ea #ea ure ure . . Prod Prod") ")and andCu Cu tt") ")are arenot not #ea #ea ure ure &ut &utare are elected elected in inAuto AutoDesign Designproce proce
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1.5./. Wo!1ing :i#$ Di2ension Ma&
1.5./.1. C!ea#ing a Regula! Di2ension
Figure 1...,.1.1 1 ' Pro0ide Pro0idea ana#e na#e
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1.5./.-. C!ea#ing a Ti2e Di2ension
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1.5.0. Diag!a2
Diagram s%o' !o t%e str ct re of %o' t%e drill p and rill do'n operations 'ill "e done once !o create a c "e# $t s%o's !o t%e levels of t%e dimensions in t%e dimension map 'it% t%e data# Figure 1...4.1 1
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1.5.5. C!ea#ing a Cu+e
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Figure 1.....' .
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1.5.;. Cognos Po:e!&lay
Cognos Po'erPla! is '%ere 'e vie' t%e c "es 'e generated t%ro g% 3ransformer# Cognos Po'erPla! lets !o drill, slice and dice t%e data# 3%e follo'ing pict re presentations disc ss several iss es in Po'erPla!# Figure 1.../.1 1
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Figure 1.../.' '
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1.5.=. AnalyAing #$e Da#a
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Figure 1...3.' 1 )ata &e*ore $apping ro$ & colu#n
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1.5.>. Mul#i-(i2ensional Vie:s o. (a#a
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Figure 1...4.'
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Figure 1...4.4
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Figure 1...4..
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Figure 1...4./
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1.5.B. Ran1ing #$e Da#a
4an-ing adds a ran- categor! to !o r report t%at s%o's ran- ordinals# Categories are ran-ed "! t%eir val e in a specific ro' or col mn# 3%e ran- res lts can "e nsorted, meaning t%at t%e! are not in n merical order or t%e! can "e sorted in ascending or descending order# <or e*ample, '%en !o ran- prod cts "! t%eir val e in t%e 4even e categor!, Po'erPla! for Windo's adds a ran- col mn to t%e report t%at s%o's '%at place eac% prod ct came in# $f !o 'ant to see t%e top ten reven e generating prod cts, !o m st sort t%e ran- categor! to arrange it in n merical order# $n 1*plorer reports, t%e la"el and val es of t%e ran- categor! are italicized# 3%e italic formatting is removed '%en !o s'itc% to a 4eporter report# W%en ran-ing, !o can determine '%et%er t%e %ig%est or lo'est val e in a categor! receives a ran- of 1# /o can also c%oose t%e n m"er of top or "ottom res lts to vie', and a tomaticall! re-ran- categories '%enever a report c%anges# 3%is te*t contains proprietar! information '%ic% is protected "! cop!rig%t# All rig%ts are reserved# 0o part of t%is doc ment ma! "e p%otocopied, reprod ced, or translated into anot%er lang age 'it%o t t%e prior 'ritten consent of Cognos $ncorporated# Figure 1...8.1 1 '
Speci*y Speci*yran1ing ran1ing le0el le0el Speci*y Speci*y A cending A cendingor or )e )e cending cending order order O& O& er0e er0et!e t!e ran1ing ran1ingro$ ro$ ,
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Ran1ing t!e data
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-. Cognos Re&o!#Ne#
-.1. '!a2e:o!1 Manage!
<rame'or- Manager is an application t%at r ns in Microsoft Windo's and provides a model development environment# A model in <rame'or- Manager is a " siness presentation of t%e str ct re of t%e data from one or more data"ases# A model descri"es data o"?ects, str ct re, and gro ping, as 'ell as relations%ips and sec rit!# W%en !o 'or- in <rame'or- Manager, !o 'or- in a pro?ect# A pro?ect contains a model, namespaces, data so rces, and pac-ages# After !o define a <rame'or- Manager pro?ect and namespace, !o can p "lis% a pac-age containing metadata information to t%e 4eport0et server for se "! a t%ors and & er! sers# After a pac-age is p "lis%ed to t%e 4eport0et server, a report a t%or can se t%e model to create reports and & eries in t%e 4eport0et server r n-time environment# W%ile 'e tend to se t%e term model regarding metadata, for 4eport0et, a model refers to t%e metadata after it %as "een p "lis%ed to t%e 4eport0et server# .sers of <rame'or- Manager 'ill interact 'it% pro?ects, namespaces, and pac-ages# 3%e! 'ill create & er! s "?ects to represent metadata to report a t%ors# @ er! s "?ects are t%e most important o"?ect for modelers# $n con? nction 'it% relations%ips, !o s "?ects to " ild t%e & eries t%at get t%e ans'ers !o 'ant# se & er!
@ er! items are t%e most important o"?ect for report a t%ors# @ er! items ave more properties t%an & er! s "?ects# 3%ese properties are '%at t%e report a t%ors se to " ild t%e reports t%e! 'ant#
P!o9e #s
A pro?ect is a set of models, pac-ages, and related information for administration, and for s%aring model information# Bften a single pro?ect 'ill span man! more data"ases or ta"les t%an an! set of sers re& ires access to#
Mo(els
A model is a set of related & er! s "?ects, and ot%er o"?ects# 3%e <rame'or- Manager model is a metadata la!er t%at adds val e to a & er! data"ase in several 'a!s# Most importantl!, it provides a " siness presentation of t%e information in t%e data"ase to report a t%ors and & er! sers to simplif! t%e " ilding of reports and & eries# 3%e " siness presentation ta-es several forms(
Brganization of data items in folders t%at represent " siness areas for reporting <ormatting of data items 'it% n meric, c rrenc!, date, time, and ot%er formats Presentation of m ltiling al folder and item names, description, tips, and data so t%at sers can operate in t%eir lang age of c%oice A tomation of t%e generation of 2@) & eries sent to t%e data"ase 2pecification of defa lt prompting# 3%is can incl de %aving 4eport0et prompt t%e ser 'it% a descriptive name for ease of se '%ile act all! filtering on a code or -e! val e for improved & er! performance#
/o can modif! t%e <rame'or- Manager model to ens re t%at & eries sent to t%e data"ase are efficient, 'ellformed, and sec re# 3%e <rame'or- Manager modeler can do t%e follo'ing(
2pecif! t%e r les governing & er! generation 4estrict ser access to specific ro's or col mns of data Model data relations%ips to %ide t%e comple*it! of data from report a t%ors
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Figure '.1.1 1
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Select Selectt!i t!i option option to tocreate createa a pro=ect pro=ect
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Figure '.1.' , Enter EnterPro=ect Pro=ect na#e na#eand and location location
4 Select Selectt!e t!e re:uired re:uired language language
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Select Selectt!e t!e ource ourcetype type
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Figure '.1., /
Enter EnterNa#e Na#e5any6 5any6 *or *oryour your ource ource
3
C!oo C!oo e et!e t!e )ata&a )ata&a e e
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Figure '.1.4 4 Enter Entert!e t!e data&a data&a e ena#e na#e
-e et!i t!i to tote te tt t!e u er t!e u er
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Select Selectt!e t!e data data ource ource
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Figure '.1.. 1 9
Select Selectt!e t!eta&le ta&le *or *or i#porting i#portingt!e t!e #etadata #etadata
1 1
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Figure '.1./
-e et!i t!i option option*or *orcreating creating and andpu&li pu&li !ing !ingt!e t!epac1age pac1age
Enter EnterPac1age Pac1ageNa#e Na#e
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Figure '.1.3
Select Selectt!e t!eTa&le Ta&le you you $ant $antto topu&li pu&li ! !
Select Selectt!e t!eFunction Function et et you you$ant $antto tou ue e
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Figure '.1.4
Select Selectt!e t!eu u er ergroup group
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Figure '.1.8
Pu&li Pu&li !e !e your your pac1age pac1age
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Figure '.1.19
Pro=ect Pro=ect
)ata )ataSource Source O&=ect O&=ect)iagra# )iagra#
Pac1age Pac1age
-e et!e t!e e eoption option to to c!ange t!e propertie c!ange t!e propertie o* o*a acolu#n colu#n
"n "nt!e t!ea&o0e a&o0ee<a#ple e<a#plecu cu to#er@id to#er@idin int!e t!e pro=ect pro=ecti i *act *act&y &yde*ault+ de*ault+ elect electt!e t!ecolu#n colu#n and andc!ange c!angeit itto toattri&ute. attri&ute.
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-.-. Cognos Conne #ion
Cognos Connection is t%e portal to 4eport0et, t%e We"-"ased reporting sol tion# 3%e portal provides a single access point to all corporate data availa"le in 4eport0et# $t provides a single point of entr! to 4eport0et for creating, r nning, vie'ing, sc%ed ling, organizing, and distri" ting reports# /o can se t%e portal to r n reports t%at are availa"le for p "lic vie'ing as 'ell as create reports and edit reports# Cognos Connection also incl des(
P "lic <olders P "lic <olders store s%ared 4eport0et application content, s c% as pac-ages, reports, s%ortc ts, and ?o"s# M! <olders M! <olders store personal 4eport0et content, s c% as reports, s%ortc ts, and ?o"s# Director! 3%e director! selection is sed to specif! 4eport0et data so rces and t%eir associated connections, define gro ps and roles for sec rit! p rposes, and specif! distri" tion lists, contacts, and printers# 2c%ed le Management 2c%ed le Management is sed to manage and monitor c rrent and sc%ed led reports and ?o"s# 2erver Administration 2erver Administration is sed to administer t%e 4eport0et environment, incl ding monitoring dispatc%ers and services, config ring and fine-t ning performance-related parameters, and c stomizing a diting and logging# Deplo!ment Deplo!ment is sed to deplo! 4eport0et applications from one content store to anot%er# 4eport0et is a zero-footprint ser interface t%at ses t%e defa lt "ro'ser config rations provided "! 0etscape and Microsoft#
Re&o!# S#u(io
4eport 2t dio is a We"-"ased application sed "! report a t%ors to design and create professional reports#
4ue!y S#u(io
@ er! 2t dio is a We"-"ased application sed to design, create, and save ad %oc reports#
S#e&s #o o&en #$e Cognos onne #ion
1# 2# 2tart !o r We" "ro'ser# $n t%e address "ar, t!pes t%e .4) s pplied "! !o r administrator, and t%en press 1nter# $f prompted, t!pe !o r logon name, pass'ord, and an! ot%er information re& ired#
$t 'ill open t%e Cognos connection 'e" portal
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-./. 4ue!y S#u(io
Clic- on t%e @ er! 2t dio lin- in t%e Cognos connection portal it 'ill prompt !o to select t%e pac-age#
Clic- on !o r pac-age it 'ill open t%e @ er! 2t dio t%e 'indo' loo-s as s%o'n "elo'
)rag and drop t!e :uery ite# into t!i area to create t!e report > > u u er er y y it it e e # #
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C!ea#e #$e si2&le !e&o!#
2elect t%e & er! items from t%e left pane and se t%e option insert
>uery Studio Tool;ar
Select t!e :uery ite#
A report 'ill "e generated as s%o'n "elo'
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To A&&ly #$e 'il#e! Con(i#ion
2elect t%e col mn on '%ic% !o 'ant to appl! t%e filter condition#
2elect t%e filter
from t%e & er! st dio tool"ar
C!ec1 t!e &o<e to *ilter
Clic- BK
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So!#ing #$e Da#a
2elect t%e sort from @ er! st dio tool"o* to sort in ascending or descending order#
,!ou&ing #$e Da#a
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Ran1ing #$e Da#a
2elect t%e col mn on '%ic% !o 'ant to 4an-
Clic- on t%e calc late icon from t%e @ er! 2t dio tool"o* C%oose t%e Anal!tic option in t%e Bperation t!pe
C%oose t%e 4an- from Bperation Drop do'n Men
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1nter t%e val e for ne' item name
Clic- on $nsert !o 'ill see a t%e res lt as s%o'n "elo'
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-.0. Re&o!# S#u(io
3%e 4eport 2t dio +reporting tool, is a part of t%e Cognos 4eport0et 'e" application t%at allo's !o to create ad %oc and " siness reports# 4eport 2t dio lets !o create and manage comple* reports, define la!o ts and st!les, and m c% more# $t offers more fle*i"ilit! in calc lating and in formatting report data# Wit% 4eport 2t dio !o can
A t%or comple* reports sing !o r data# 2ave and re se reports# 4 n reports in a variet! of formats# Print reports# Create report templates# Manage reports#
O&en Re&o!# S#u(io an( Begin a Ne: Re&o!#
At t%e top rig%t of t%e Cognos Connection We" 2ite 'indo', clic- t%e Report Studio lin-# /o s%o ld see t%e Select a pac1age 'indo', similar to t%e follo'ing t%at contains t%e pac-ages !o can se(
Clic- Sale @PGG 4eport 2t dio 'ill open and !o 'ill see a 'indo' similar to t%e follo'ing( $n t%e %elco#e "o*, clicCreate a ne$ report
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1#
3%is "rings p a "o* 'it% a list of la!o t o"?ects !o can se to create !o r report
Clic- )ist to select a list report and clic- OG# /o 'ill see a 'indo' li-e t%e one "elo'(
T$e Re&o!# S#u(io Win(o:
3%e 4eport 2t dio 'indo' contains an $nserta"le B"?ects pane, a Properties Pane, an 1*plorer =ar and a WorArea# A tool"ar a"ove t%e panes allo's !o to carr! o t man! f nctions "! clic-ing an iconD t%ere is also a men "ar at t%e top of t%e 'indo' 'it% a variet! of 4eport 2t dio commands# <ollo'ing is a description of t%e areas of t%e 4eport 2t dio 'indo'(
Inse!#a+le O+9e #s &ane
3%e "n erta&le O&=ect pane at t%e top left of t%e 4eport 2t dio 'indo' contains o"?ects t%at !o add to !o r report# 3%ere are t%ree ta"s in t%is pane(
Bn t%e Model ta" are items, s c% as & er! items, from t%e pac-age !o are sing# Bn t%e @ er! $tems ta" is a description +tree diagram, of t%e & eries !o are creating in !o r report#
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Bn t%e 3ool"o* ta" are ot%er o"?ects !o can add to !o r report li-e te*t, calc lations, %!perlin-s, images, and more#
P!o&e!#ies Pane
3%e Propertie pane at t%e lo'er left of t%e 4eport 2t dio 'indo' lists properties !o can appl! to a given item in a report# /o 'ill 'or- 'it% t%e Propertie pane later in t%is class#
E%&lo!e! Ba!
3%e E<plorer ;ar, t%e vertical "ar at t%e center of t%e 4eport 2t dio 'indo', contains t%ree " ttons(
3%e Page 1*plorer lets !o navigate to a specific report page or prompt page# 3%e @ er! 1*plorer lets !o create or c%ange report & eries# 3%e Condition 1*plorer lets !o 'or- 'it% varia"les#
Wo!1 A!ea
4eport 2t dioAs rig%t pane is t%e Wor- Area, t%e space '%ere !o create !o r reports#
Re&o!# Te!2inology
=efore !o "egin to se 4eport 2t dio, !o s%o ld nderstand t%e terminolog! associated 'it% its reports# 1ac% report %as t'o aspects(
A layou# 4ue!ies
3%e report layout defines !o r reportAs formatting and appearance# =ased on !o r needs, !o r report can contain o"?ects s c% as lists, crossta"s, and c%arts# $t can "e formatted to incl de s c% feat res as color "ac-gro nds, images, dates, and more# /o also %ave control over %o' t%e data appears on m ltiple-page reports# 3%e page in 4eport 2t dio contain t%e o"?ects !o incl de in !o r report# 1ac% page m st %ave a page "od!# $t can also %ave a %eader and footer# 4eport :uerie control t%e data items in !o r report# 3%e simplest & eries are created "! adding report items from t%e pac-age !o are sing# Ho'ever, comple* & eries can contain filters, calc lations, gro ping and more# /o can c%ange t%e & eries 4eport 2t dio creates as 'ell as create c stom & eries#
T$e Re&o!# S#u(io Tool+a!
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A(( Da#a #o a Re&o!#
3%e & er! items !o add to !o r report appear on t%e Model ta& of t%e "n erta&le O&=ect pane in t%e 4eport 2t dio 'indo'# 3o insert a & er! item, !o can eit%er do "le-clic- t%e item or clic- t%e item and drag it into t%e report# /o can se C34)-clic- to insert m ltiple itemsD items 'ill appear in t%e order in '%ic% !o select t%em# A "old "lac- "ar in t%e 'or- area indicates '%ere !o can place & er! items# $n t%e follo'ing e*ercise, !o 'ill create a report t%at s%o's t%e & antit! of eac% prod ct t!pe !o r retailers sold and t%e reven e generated "! t%e sales# 3o do t%is, !o 'ill first add data to !o r report and save it#
A(( Da#a #o a Re&o!# an( Sa)e I#
Bn t%e Model ta" of !o r list report, clic- t%e pl s sign to e*pand t%e C-ST@)"M item# Clic- C-STOMER@NO# Hold do'n t%e CTR( -e!, e*pand t%e PRO)@)"M item and clic- PRO)-CT@NAME# Contin e to %old do'n t%e CTR( -e! and in t%e FACT@TA;(E item, clic- AMO-NT@SO()# Drag t%e selected items to t%e 'or- area and release t%e mo se " tton '%en !o see t%e "old "lac- "ar#
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/o 'ill see a 'indo' li-e t%e one "elo'(
0otice t%at no data appears in t%e report !et# /o m st save and r n t%e report to see t%e data#
0e*t, !o 'ill save !o r report# Bn t%e File men , clic- Sa0e A # /o 'ill see a "o* li-e t%e one "elo'(
$n t%e Na#e "o*, t!pe C-ST@SA(ES@"NFO# Clic- 2ave#
Run #$e Re&o!#
After !o create a report in 4eport 2t dio, !o m st r n it to see t%e act al data# 4eport 2t dio offers a tool to validate t%e report "efore !o r n it to ma-e s re it contains no errors# 3%is 'ill "e important '%en !o develop comple* reports 'it% feat res s c% as calc lations#
Vali(a#e an( Run #$e Re&o!#
$n t%e C-ST@SA(ES@"NFO report, clic- t%e Ealidate tool"ar " tton#
/o 'ill receive a message t%at t%e report is "eing validated, follo'ed "! a "o* indicating '%et%er t%e report specification is valid# Clic- OG to close t%e "o*#
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Bn t%e tool"ar, clic- t%e Run
" ttonAs do'n-arro' and select Run Report 5HTM(6#
/o r res lts 'ill appear in a separate 4eport ;ie'er 'indo' li-e t%e one "elo'# 0ote t%at t%e 'indo' "elo' s%o's a partial listD scroll do'n to see t%e remaining data#
O&#ions .o! Running Re&o!#s
$n t%e previo s e*ercise, !o 'ill %ave noticed five options for r nning !o r report(
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Run Report 5HTM(6
Prod ces a report in H3M) format# $f !o r n !o r report in H3M), !o can clic- t%e 4 n Bptions command and t!pe in t%e Ma*im m 4o's "o* a n m"er for t%e ma*im m n m"er of ro's !o 'ant to see on eac% report page#
Run Report 5P)F6 .se t%is option '%en !o 'ant to print !o r report or save a permanent cop!# 0ote( Ado"e Acro"at 4eader m st "e installed on !o r s!stem for !o to r n !o r report in PD< format# $f !o r n !o r report in PD<, !o can clic- t%e 4 n Bptions command to select t%e o tp t format +PD<,, t%e paper size, paper orientation, and lang age for t%e report# Run Report 5I(S6 .se t%is option to prod ce a report in Microsoft 1*cel# <or limitations associated 'it% t%is option, see PProd cing 4eports in Microsoft 1*cel <ormatQ in t%e 4eport 2t dio Help# Run Report 5CSE6 .se t%e C2; +comma separated val es, option if !o 'ant to save !o r res lts to "e opened in an application li-e Microsoft 1*cel# Run Report 5IM(6 .se t%e OM) +1*tensi"le Mar- p )ang age, option to see an OM) representation of t%e & eries, prompts, la!o ts, and st!les in !o r report#
C!oss#a+ Re&o!#s
A crossta" report s%o's information in s mmar! form# 3%e report still %as ro's and col mns, " t t%e intersection of t%e ro's and col mns s%o's a s mmar! of & antitative information# /o can create crossta" reports in t'o 'a!s(
Create a ne' 4eport 2t dio report, selecting Crossta" from t%e Ne$ "o*# Bpen an e*isting )ist report and se t%e Pi0ot " tton to c%ange it into a crossta"#
Crossta" reports can contain nested data to ma-e it eas! to compare or increase t%e information !o see#
C!ea#e a ne: C!oss-Ta+ Re&o!#
1# Bn t%e 4eport 2t dio tool"ar, clic- t%e Ne$ 'ant to save t%e previo s report, clic- 7e # $n t%e Ne$ "o*, select Cro "elo'( ta& " tton to create a ne' report# $f !o are as-ed if !o
2#
and clic- OG# /o 'ill see a 'indo' 'or- area li-e t%e one
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5# 8# :#
6#
7# >#
9#
Bn t%e Model ta", e*pand t%e T"ME@)"M item "! clic-ing on t%e pl s sign# Clic- CATEGOR7@NAME to select it and drag t%e selection to t%e Colu#n section of t%e 'or- area# W%en !o see t%e "old "lac- "ar a"ove Colu#n , release t%e mo se " tton# Clic- S-;@CATEGOR7@NAME to select it and drag t%e selection to t%e Colu#n section "elo' to t%e CATEGOR7@NAME of t%e 'or- area# W%en !o see t%e "old "lac- "ar a"ove Colu#n , release t%e mo se " tton# 1*pand t%e T"ME@)"M item "! clic-ing on t%e pl s sign# Clic- 7EAR to select it and drag t%e selection to t%e Ro$ section of t%e 'or- area# W%en !o see t%e "old "lac- "ar to t%e left of Ro$ , release t%e mo se " tton# Clic- t%e >-ARTER to select it and drag t%e selection to t%e Ro$ section of t%e 'or- area# W%en !o see t%e "old "lac- "ar to t%e rig%t of t%e 7EAR+ release t%e mo se " tton 1*pand t%e FACT@TA;(E item "! clic-ing on t%e pl s sign# Clic- AMO-NT@SO() to select it and drag t%e selection to t%e Mea ure section of t%e 'or- area# W%en !o see t%e Mea ure area flas% "lac-, release t%e mo se " tton# Clic- on t%e 7EAR, %old do'n t%e CRT( -e! and no' clic- on t%e >-ARTER, CATEGOR7 and S-;@CATEGOR7 $tems from t%e Ro$ and Colu#n of t%e cross-ta" report to select t%e items#
10# .se t%e aggregate option and select total /o 'ill see a 'indo' li-e t%e one "elo'# 2ave and 4 n t%e report#
11# 2ave and 4 n t%e 4eport
C!ea#e a C$a!# Re&o!#
Bn t%e 4eport 2t dio tool"ar, clic- t%e Ne$ $n t%e 0e' "o*, select Crossta" " tton to create a ne' report#
and clic- OG# /o 'ill see a 'indo' 'or- area li-e t%e one "elo'(
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C%oose t%e t!pe of c%art !o 'ant t%en clic- o-# /o 'ill see t%e 'indo's li-e t%is
0o' drag and drop t%e A#ount@ old from FACT@TA;(E to t%e meas res +1, 7ear from t%e T"ME@)"M to t%e categories +2, and Region@na#e from C-ST@)"M to t%e series +5,# 2ave and 4 n t%e 4eport
C!ea#e a Re&ea#e! Re&o!#
Bn t%e 4eport 2t dio tool"ar, clic- t%e 0e' $n t%e 0e' "o*, select Crossta" " tton to create a ne' report#
and clic- BK# /o 'ill see a 'indo' 'or- area li-e t%e one "elo'(
Clic- on t%e 3ool"o* and select ta"le from t%e $nserta"le B"?ects, drag and drop into t%e report
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/o 'ill see a 'indo' as "elo'
Provide t%e val es to t%e 0 m"er of col mns and 0 m"er of ro's as 1 and 6 as s%o'n and clic- OG# /o 4eport 'ill t rn to t%is 'a!
Drag and drop t%e & err! items into t%e report# 3%en save and r n t%e report
C!ea#e a Te2&la#e
/o can create a report template to "e sed for reports specific to !o r department# 3o do t%is, start 'it% a "lanreport and add t%e components !o 'ant ever! report to %ave " t do not add data from t%e model to t%e report# 2ave t%e report# W%en !o 'ant to se t%e template, open it, select 2ave As from t%e <ile men , and name t%e ne' report# 1# 2# Bn t%e 4eport 2t dio tool"ar, clic- t%e Ne$ $n t%e Ne$ "o*, select ;lan1 and clic- OG# " tton to create a ne' report#
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5#
Bn t%e Report Studio men , clic- t%e Page Header & Footer and Footer and clic- OG#
" tton# Clic- t%e "o*es ne*t to Header
8#
Clic- inside t%e Page Header area and in t%e Propertie pane, clicfor t%e ;order propert!# 2et t%e Color to ;lue, t%e Style to Solid (ine and t%e %idt! to 'p< + se t%e p ll-do'n arro' nder t%e Widt% "o* to select p<,# Clic- t%e "ottom "order and clic- OG#
:#
Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Ta&le item and drag it into t%e Page Header area# $n t%e "n ert Ta&le "o*, t!pe ' for t%e Nu#&er o* colu#n and ' for t%e Nu#&er o* ro$ # Ma-e s re t%e Ma<i#iDe $idt! "o* is c%ec-ed#
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6#
Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Te<t "te# and drag it into t%e top-left ta"le cell# $n t%e Te<t "o*, t!pe )ou&leJclic1 to enter Report na#e# Clic- OG
7#
Hig%lig%t t%e te*t !o ? st added and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial, t%e SiDe to 14pt and t%e %eig!t to ;old# Clic- OG#
>#
Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e )ate item and drag it into t%e "ottom left ta"le cell#
9#
Hig%lig%t t%e )ate item and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial and t%e SiDe to 1'pt# Clic- OG#
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10# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e "#age item and drag it into t%e top-rig%t ta"le cell#
11# Clic- t%e "#age item !o ? st added and on t%e "#age Propertie pane, do "le-clic- -R(# 2et t%e "#age -R( to ..K a#ple Ki#age Klogo.=pg and clic- OG#
12# Clic- t%e "ac-gro nd of t%e top-rig%t ta"le cell and in t%e Ta&le Cell Propertie pane, clic- HoriDontal Align#ent# .sing t%e p ll-do'n arro', select Rig!t for t%e alignment#
15# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Te<t "te# and drag it into t%e "ottom-rig%t ta"le cell# $n t%e Te<t "o*, t!pe )ou&leJclic1 to add )epart#ent na#e# Clic- OG# 18# Hig%lig%t t%e te*t !o ? st added and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial, t%e SiDe to 1'pt and t%e %eig!t to ;old# Clic- OG# 0e*t, do "le-clic- Foreground Color and clic- ;lue# Clic- OG# 1:# Clic- t%e "ac-gro nd of t%e "ottom-rig%t ta"le cell and in t%e Ta&le Cell Propertie pane, clicHoriDontal Align#ent# .sing t%e p ll-do'n arro', select Rig!t for t%e alignment# /o r %eader s%o ld loo- li-e as s%o'n
3%is completes t%e Page Header# 0e*t, !o 'ill add a list frame to t%e Page ;ody#
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16# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e (i t item and drag it into t%e page "od!# /o 'ill see a Create L (i t "o* li-e t%e one "elo'(
$n t%e ;a ed on area, ma-e s re Ne$ :uery is selected# Clic- OG# 0e*t, !o 'ill create t%e Page Footer# 17# Clic- inside t%e Page Footer area and in t%e Propertie pane, do "le-clic- ;order# 2et t%e Color to ;lue, t%e Style to Solid (ine and t%e %idt! to 'p< + se t%e p ll-do'n arro' nder t%e Widt% "o* to select p<,# Clic- t%e top "order and clic- OG# 1># Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Ta&le item and drag it into t%e Page Footer area# $n t%e "n ert Ta&le "o*, t!pe ' for t%e Nu#&er o* colu#n and ' for t%e Nu#&er o* ro$ # Ma-e s re t%e Ma<i#iDe $idt! "o* is c%ec-ed# 19# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Te<t "te# and drag it into t%e top-left ta"le cell# $n t%e Te<t "o*, t!pe %il !ire So*t$are Tec!nologie # Clic- OG# 20# Hig%lig%t t%e te*t !o ? st added and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial, t%e SiDe to 14pt and t%e %eig!t to ;old# C%ange t%e foregro nd colo r to *uc!i a Clic- OG# 21# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Hyperlin1 and drag it into t%e top-rig%t ta"le cell# 22# Hig%lig%t t%e !yperlin1 !o ? st added and in t%e Hyperlin1 Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial and t%e SiDe to 19pt and ma-e it to ;old. Clic- OG# Do "le Clic- t%e te*t remove t%e H!perlin- and enter '''#'ils%iresoft#com# Clic- t%e .4) in t%e %!perlin- properties pane and enter %ttp(99local%ost
25# Clic- t%e "ac-gro nd of t%e top-rig%t ta"le cell and in t%e Ta&le Cell Propertie pane, clic- HoriDontal Align#ent# .sing t%e p ll-do'n arro', select Rig!t for t%e alignment# 28# Clic- t%e "ottom-left ta"le cell t%en 2H$<3-clic- t%e "ottom rig%t ta"le cell# <rom t%e Report Studio Ta&le men , select Merge Cell # 2:# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Page Nu#&er item and drag it into t%e "ottom ta"le cell# 26# Hig%lig%t t%e Page Nu#&er item and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial and t%e SiDe to 19pt# Clic- OG# 27# Clic- t%e "ac-gro nd of t%e "ottom ta"le cell and in t%e Ta&le Cell Propertie pane, clic- HoriDontal Align#ent# .sing t%e p ll-do'n arro', select Center for t%e alignment#
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/o r %eader s%o ld loo- li-e as s%o'n
3%is completes t%e Page Header# 0e*t, !o 'ill add a list frame to t%e Page ;ody# 2># Clic- t%e "ac-gro nd of an! area in !o r report template# Bn t%e Propertie pane, clic- t%e Ance tor " tton and clic- Page#
29# $n t%e Page Propertie pane, do "le-clic- ;order# 2et Color to ;lue, Style to Solid (ine and %eig!t to 1p<# Clic- all 8 "orders on t%e diagram and clic- OG#
50# Bn t%e Report Studio 'indo' File men , clic- Sa0e A # 51# $n t%e 2ave As Na#e "o*, t!pe Te#plate# Clic- Sa0e#
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/o r 3emplete s%o ld loo- as s%o'n
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/. Business O+9e #s
/.1 Su&e!)iso!
= siness o"?ects is !et anot%er B)AP tool most 'idel! sed for B)AP anal!sis# = siness o"?ects is %aving 8 components as s%o'n in t%e fig re t%at follo's( Figure ,.1.1
;u ;u ine ine
O&=ect O&=ect /.. /..
Super0i Super0i or or
)e )e igner igner
;u ;u ine ine
O&=ect O&=ect
%e& %e& "ntelligence "ntelligence
;u ;u ine ine
O&=ect O&=ect
Su&e!)iso!
2 pervisor is a component of = siness B"?ects sing '%ic% 'e create a repositor! and implement sec rit!# We create sers, gro ps, grant or revo-e privileges and implement ot%er sec rit! meas res sing t%e s pervisor#
Designe!
Designer lets !o create t%e so-called -ni0er e# A niverse in " siness o"?ects is analogo s to catalogs in Cognos $mprompt # Wit%in t%e niverse, 'e specif! classes# B"?ects, lin-s, relations, ?oins, aliases and conte*ts to ma-e s re t%at t%e data 'e get in o r reports are properl! integrated#
Business O+9e #s ?BO@
= siness B"?ects is '%ere 'e act all! create reports, drill p and do'n, slice and dice and perform anal!sis on t%e data retrieved t%ro g% t%e .niverse#
We+ In#elligen e
We" $ntelligence allo's !o to access, anal!ze, and s%are reports on corporate data over intranets and e*tranets# We" $ntelligence is installed on a 'e" server on !o r corporate net'or-#
/.1.1. Un(e!s#an(ing #$e Re&osi#o!y
$t is $nformatica t%at 'e remem"er '%en 'e tal- of repositor!# Ho'ever, repositor! in = siness B"?ects is far different from t%e repositor! in $nformatica# 4epositor! in = siness B"?ects is re& ired to r n t%e = siness B"?ects# = siness B"?ects store ver! vital information 'it% in t%e repositor!# Again, repositor! is a set of data"ase ta"les# 2o, 'e need to create a data"ase ser and t%en associate t%is ser 'it% t%e repositor!# 3%e ta"les t%at constit te t%e repositor! can "e divided into t%e follo'ing T!ree Domains(
Se u!i#y Do2ain
2ec rit! domain is t%e set of ta"les t%at contain t%e sec rit! information of all t%e sers e*cept t%e 2 pervisor# 2 pervisor is analogo s to t%e Administrator# 2 pervisor details are saved in a file called ;OMain.Gey# 3%is file is encr!pted and saved in = siness B"?ectsA proprietar! format# $t is in nreada"le format# 3%is file resides in t%e director! '%ere = siness B"?ects %as "een installed# 2ec rit! domain consists of t%e ser names, pass'ords +encr!pted,, last logon, login validit!, gro p detailsR
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Uni)e!se Do2ain
.niverse domain is '%ere sers can s%are t%e niverses "! e*porting t%em in to t%e repositor!#
Do u2en# Do2ain
Doc ment Domain li-e .niverse domain is '%ere sers can s%are t%eir = siness B"?ects doc ments "! e*porting and importing t%em to9from t%e repositor!#
Figure ,.1.1.1 1
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Figure ,.1.1.' '
Creating a repo itory
,
T!i i t!e login creen *or Super0i or. ;ecau e+ t!ere i no u er created till no$+ clic1 Admin 4
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Figure ,.1.1.,
.
Select Run a )e*ault "n tallation
Creating a repo itory 5contd6
/
"nput a Super0i or
Pro0ide a co#pany na#e
"nput a pa
$ord
3
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Figure ,.1.1.4 4
8
Select data&a e type in $!ic! t!e repo itory i to &e created
19
Pro0ide data&a e u er na#e+ pa $ord and connect tring t!at $e already created
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Figure ,.1.1.. 11
1'
"ndicate t!at ;u ine O&=ect i a&le to connect to t!e data&a e
1,
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Figure ,.1.1./ 14
1.
Repo itory i created ucce *ully
1/
1/
T!i creen create ;OMain.Gey *ile
13
Repo itory+ ;OMain.Gey !a &een ucce *ully created and Super0i or !a &een con*igured
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/.1.-. ,e##ing S#a!#e(
$mmediatel! after !o create t%e repositor! !o 'ill "e a tomaticall! logged in# %o'ever, for !o r convenience, login screen is "eing again s%o'ed %ere# 3%en, 2 pervisor displa!s a 'arning message t%at indicating t%at !o s%o ld not forget !o r pass'ord# Figure ,.1.'.1 1
"nput t!e - erna#e and Pa $ord in t!e (ogin Screen
'
,
Create Group and - er
Pri0ilege *or t!e elected u er
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Figure ,.1.'.' 4
Pri0ilege can &e et !ere
Co##and Set i.e. group o* pri0ilege
We can create different sers and gro ps in 2 pervisor# 1ac% ser can in%erit t%e privileges from t%e respective gro p# We can set t%e privileges separatel! for t%e follo'ing tools(
2 pervisor Designer = siness B"?ects = siness @ er! We" $ntelligence
Wit%in t%ese tools, !o can set privileges for several actions# 1ac% action can %ave an! one of t%e follo'ing privilege(
Ena&ledM grants access to t%e specified reso rce9action )i a&ledM revo-es access to t%e specified reso rce9action "n!eritM in%erits t%e sec rit! from t%e respective gro p HiddenM %ides t%e reso rce9action from t%e ser, so t%at t%e ser never -no's t%at s c% an action do e*ists in = siness B"?ects
Do "le clic- an! of t%e reso rces on t%e rig%t %and side to set privileges to t%em# <ollo'ing is t%e overvie' of valid reso rces9actions to '%ic% privileges can "e set for different tools# Man! of t%ese can "e 'ell nderstood as 'e proceed f rt%er section "! section# 3%e ta"les t%at follo' are %ere to provide a glance of sec rit! t%at can "e implemented in " siness o"?ects#
Su&e!)iso!
Con*iguration C%ange profile Connection )ets !o specif! '%et%er t%e ser can c%ange %is profile or not +li-e c%anging pass'ordR,
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Create9edit connection ;ie' all connections )ocu#ent Delete doc ment Delete list of val es Mi cellaneou 1*port niverse 1*port sers9gro ps $mport niverse $mporting sers9gro ps Tool C%ange login name Modif! pass'ord -ni0er e Delete niverse Disa"le9ena"le niverse - er and group Add to gro p Create gro p Create ser Delete gro p Delete ser Disa"le9ena"le ser Manage timestamps
)ets !o create or remove logical connections to t%e data"ase )ets !o %ave a glance at t%e e*isting logical data"ase connections Delete a doc ment e*ported in to t%e repositor! Delete t%e list of val es associated 'it% eac% col mn 1*porting niverses in to t%e repositor! to s%are "et'een sers 1*porting sers and gro ps along 'it% t%eir privileges $mporting t%e niverse t%at 'as previo sl! e*ported $mporting t%e sers and gro ps along 'it% t%eir privileges )ogo t c rrent ser and login as a different ser 'it%o t e*iting C%ange pass'ord Delete a previo sl! e*ported niverse Disa"le or ena"le access to t%e selected niverse Adding a ser to a gro p Creating a gro p Creating a ser Deleting an e*isting gro p Deleting an e*isting ser Disa"ling or ena"ling a ser 2pecif!ing t%e timestamps "et'een '%ic% t%e ser ma!9ma! not "e a"le to login on a given da!+s,
4emove ser from gro p 4emoving a ser from a given gro p 4ename ser9gro p 4enaming t%e ser and9or gro p
Designe!
Connection Create9edit connection ;ie' all connections Mi cellaneou C%ec- integrit! 4efres% str ct re 3a"les Tool C%ange login name C%ange pass'ord -ni0er e
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)ets !o create or remove logical connections to t%e data"ase )ets !o %ave a glance at t%e e*isting logical data"ase connections C%ec-ing t%e integrit! of t%e ta"les and ?oins 'it%in t%e niverse 4efres%ing t%e str ct re from t%e data"ase inserting9removing ta"les from data"ase and niverse respectivel! )ogo t c rrent ser and login as a different ser 'it%o t e*iting C%ange pass'ord
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1*port niverse $mport niverse Creating niverse Bver'riting niverse
1*port t%e niverse in to t%e repositor! $mporting t%e niverse from t%e repositor! Creating a ne' niverse Preventing from over'riting an e*isting niverse
Business O+9e #s
Analy i Wor- in drill mode Wor- in slice and dice )ocu#ent Conditional formatting Create doc ments Creating templates Cop! to clip"oard 1*port to e*ternal format Print doc ments 4efres% doc ments 2ave doc ments Free !and S>( 1dit free %and 2@) .se free %and 2@) Mi cellaneou ;ie' all sers Per onal data *ile .se personal data files >uery tec!ni:ue 1dit list of val es .se list of val es Tool C%ange login name C%ange pass'ord )ogo t c rrent ser and login as a different ser 'it%o t e*iting C%ange pass'ord Modif!ing t%e list of val es .sing t%e list of val es .sing t%e flat files d ring report generation ;ie' t%e list of all sers availa"le 1dit t%e & er! 2@) generated "! = siness B"?ects Writing !o o'n 2@) & er! <ormat cell val es "ased on t%e conditions Create a ne' = siness B"?ects Doc ment Creation of templates Cop!ing contents in to t%e clip"oard 1*porting t%e doc ments as 'e" pages Printing t%e reports 4efres% t%e reports from t%e data of data"ase 2aving t%e reports created9modified Perform t%e drill p and drill do'n operations Perform t%e slice and dice operations
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/.1./. C!ea#ing a ,!ou&
Figure ,.1.,.1 1 '
Pro0ide na#e to t!e Pro0ide na#e to t!e Group Group
Creating a Group
/.1.0. C!ea#ing a Use!
3%is section deals 'it% creating a ne' ser and adding %im to t%e gro p Cro pJ1, t%e gro p t%at 'e ? st created# 3%is section also deals 'it% setting preliminar! properties for t%e sers# Advanced privileges can "e set "! selecting t%e ser and do "le clic-ing t%e respective categor! in t%e rig%t %and side# 3%e privileges t%at can "e set 'it% t%eir meanings %ave "een ta" lated in t%e section 12#1 Figure ,.1.4.1 1 '
Creating a - er
Pro0ide na#e to t!e - er
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Figure ,.1.4.' ,
- er Na#e -er na#e
Set Pa
$ord
(et (ett!e t!eu u er erc!ange c!ange !i !i pa pa $ord $ord$!en $!en!e !e log in *or t!e *ir log in *or t!e *ir ttti#e. ti#e.
4
A0aila&le A0aila&legroup group
Group Group in in$!ic! $!ic! t!i t!i u u er eri i a a #e#&er #e#&er
.
O& O& er0e er0et!e t!e group groupna#e na#e
Creating a u er 5contd6
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Figure ,.1.4., /
7ou can add a #any ti#e ta#p a re:uired
Speci*y t!e date and ti#e &et$een $!ic! t!e u er i to &e allo$ed and clic1 Add NN
3
)et s sa!, 'e %ave a ser '%o %as to "e permitted to login onl! for one mont%, t%at too "et'een 10(00 AM and :(00 PM and %e s%o ld also "e a"le to login in 2eptem"er of t%is !ear, 'it%o t an! time restrictions# $n s c% a case !o can add t'o time stamps( first one for one mont% access and t%e ot%er for access in 2eptem"er#
#
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/.1.5. Ena+ling8(isa+ling Con.igu!a#ion
We can ena"le or disa"le config ration to a partic lar ser# 3o do t%is, ? st select t%e ser, rig%t clic- t%e component +viz# 2 pervisor, DesignerR, and clic- Disa"le91na"le Config ration# /o can o"serve t%e 4ed Cross mar- if t%e config ration %as "een disa"led#
/.1.;. Use! P!o.iles
We can set profiles +privileges, to t%e sers, so t%at .sers can access specific components of = siness B"?ects# 3%e availa"le profiles are listed "elo'(
P!o.ile
Ceneral 2 pervisor 2 pervisor 2 pervisor-designer Designer .ser ;ersatile Figure ,.1./.1
P!o(u #s Use! an A ess
All = sinessB"?ects prod cts 2 pervisor, = sinessB"?ects 2 pervisor, Designer, = sinessB"?ects Designer, = sinessB"?ects = sinessB"?ects An! com"ination of prod cts defined "! a s pervisor
)e*ault pro*ile type i - er. %e can et t!e re:uired pro*ile type to any - er.
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/.-. Designe!
/.-.1. ,e##ing S#a!#e(
Designer is a = siness B"?ects mod le sed "! niverse designers to create and maintain niverses# .niverses are t%e semantic la!er t%at isolates end sers from t%e tec%nical iss es of t%e data"ase str ct re# .niverse designers can distri" te niverses to end sers "! moving t%em as files t%ro g% t%e file s!stem, or "! e*porting t%em to t%e repositor!#
/.-.-. Un(e!s#an(ing #$e Uni)e!se
Uni)e!se
A niverse is a " siness-oriented mapping of t%e data str ct re fo nd in data"ases( ta"les, col mns, ?oins, etc# $t can represent an! specific application, s!stem, or gro p of sers# <or e*ample, a niverse can relate to a department in a compan! s c% as mar-eting or acco nting# $n t%e = siness B"?ects .ser mod le, niverses ena"le end sers to " ild & eries from '%ic% t%e! can generate and perform anal!sis# .niverses isolate end sers from t%e comple*ities of t%e data"ase str ct re as 'ell as t%e intricacies of 2@) s!nta*#
Classes
A class is a logical gro ping of o"?ects 'it%in a niverse# $n general, t%e name of a class reflects a " siness concept t%at conve!s t%e categor! or t!pe of o"?ects# <or e*ample, in a niverse pertaining to % man reso rces, one class mig%t "e 1mplo!ees# A class can "e f rt%er divided into s "classes# $n t%e % man reso rces niverse, a s "class of t%e 1mplo!ees class co ld "e Personal $nformation# As designer, !o are free to define %ierarc%ies of classes and s "classes in a model t%at "est reflects t%e " siness concepts of !o r organization#
O+9e #s
An o"?ect is t%e most refined component in a niverse# $t maps to data or a derivation of data in t%e data"ase# .sing o"?ects, end sers can " ild & eries to generate reports# 3%e name of an o"?ect s ggests a concept dra'n from t%e terminolog! of a " siness or discipline# <or a % man reso rces manager, o"?ects mig%t "e 1mplo!ee 0ame, Address, 2alar!, or =on s, '%ile for a financial anal!st, o"?ects mig%t "e Profit Margin, 4et rn on $nvestment, etc# <or t%e p rposes of m ltidimensional anal!sis, o"?ects are & alified as one of t%ree t!pes( dimension, detail, or meas re#
Di2ension
A dimension is an o"?ect "eing trac-ed in m ltidimensional anal!sisD t%e s "?ect of anal!sis# Dimensions are organized in to t%e %ierarc%ies#
De#ail
An o"?ect & alified as a detail provides descriptive data a"o t a dimension# A detail o"?ect cannot "e sed in t%e drill do'n anal!sis#
Measu!e
Meas re is an o"?ect t%at is derived from an aggregate f nction# $t conve!s n meric information "! '%ic% a dimension can "e meas red#
Designing a uni)e!se
3%e design met%od consists of t'o ma?or p%ases( D ring t%e first p%ase, 'e create t%e nderl!ing data"ase str ct re of !o r niverse# 3%is str ct re incl des t%e ta"les and col mns of a data"ase and t%e ?oins "! '%ic% t%e! are lin-ed# We ma! need to resolve loops '%ic% occ r in t%e ?oins sing aliases# We can concl de t%is p%ase "! testing t%e integrit! of t%e overall str ct re# D ring t%e second p%ase, 'e can proceed to en%ance t%e components of !o r niverse# We can also prepare certain o"?ects for m ltidimensional anal!sis# As 'it% t%e first p%ase, 'e s%o ld test t%e integrit! of o r niverse
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str ct re# We ma! also 'is% to perform tests on t%e niverses 'e create from t%e = siness B"?ects .ser mod le# <inall!, 'e can distri" te o r niverses to sers "! e*porting t%em to t%e repositor! or via o r file s!stem# <or a niverse "ased on a simple relational sc%ema, Designer provides >uic1 )e ign, a 'izard for creating a "asic !et complete niverse# We can se t%e res lting niverse immediatel!, or 'e can modif! t%e o"?ects and create comple* ne' ones# $n t%is 'a!, 'e can grad all! refine t%e & alit! and str ct re of o r niverse#
/.-./. C!ea#ing a Uni)e!se
1ver! time, 'e log in, Designer prompts for a t%entication# Bne 'e are a t%enticated, Designer displa!s t%e @ ic- Design 'izard# 3%is 'izard can "e sed to create a niverse# 3%e follo'ing pict re presentation demonstrates creation of a niverse t%ro g% @ ic- Design# Figure ,.'.,.1 1
'
Pro0ide a logical na#e to t!e uni0er e
Select a data&a e connection
Creating a -ni0er e
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Figure ,.'.,.' ,
Select ta&le and clic1 Add$$
4
O& er0e t!e tic1 #ar1 *or t!e ta&le t!at are i#ported O& er0e t!e ta&le i#ported a Cla e
Creating a -ni0er e 5contd6
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Figure ,.'.,., .
O& er0e t!e aggregate *unction O& er0e t!e #ea ure
Select t!e #ea ure and drag and drop t!e# a o&=ect .
/
Creating a -ni0er e 5contd6
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Figure ,.'.,.4 3 -ni0er e+ a it appear in )e igner
Figure ,.'.,.. 1 '
Select ta&le
"n erting Ne$ ta&le
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/.-.0. Wo!1ing :i#$ Classes an( O+9e #s
Figure ,.'.4.1 1 1 ''
Pro0ide Pro0ideaana#e na#e
Ta&le are treated a Cla e
, O& O& er0e er0et!e t!e cla cla na#e na#e . 4
Pro0ide a na#e Colu#n are treated a o&=ect
Creating a cla
and o&=ect
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/.-.5. <oins 3 Ca!(inali#ies
Figure ,.'...1 1
'
Select Selectre:uired re:uired=oin =oin
,
O& O& er0e er0et!e t!e =oin =oin in in erted erted
Coin & Cardinalitie
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Figure ,.'...' 1
'
O& O& er0e er0et!e t!e cardinality cardinalityo* o* t!e t!e=oin =oin Coin & Cardinalitie 5contd6
/.-.;. "oo&s 3 Aliases
"oo&s
A loop is a sit ation t%at occ rs '%en more t%an one pat% e*ists from one ta"le to anot%er# )oops res lt in am"ig it! in t%e design of a niverse# Designer ena"les !o to identif! loops in one of t'o 'a!s( /o can r n t%e C%ec- $ntegrit! f nction, '%ic% indicates t%e e*istence of an! loops# B4 /o can select t%e Detect )oops command from t%e 3ools men # $f t%ere are loops, t%e )oop Detection vie'er appearsD it indicates t%e ?oins ca sing a loop# /o can t%en se aliases to resolve t%e loops in !o r niverse#
Aliases
An alias is a logical pointer to an alternate ta"le name# 3%e p rpose of an alias is to resolve loops in t%e pat%s of ?oins# $n some cases, more t%an one alias ma! "e necessar! for a given ta"le# As !o create aliases, Designer ma! prompt !o to create ot%er aliases# 3%is occ rs '%en t%e ne' aliases res lt in t%e need for additional aliasesD in ot%er 'ords, creating s c% aliases entails t%e propagation of ot%er aliases# $n s c% a sit ation, t'o options are availa"le to !o ( /o can ca se onl! t%e first ta"le proposed to "e aliased B4 /o can alias all t%e ta"les listed +i#e# propagate t%e aliases,# Designer displa!s an alias in t%e 2tr ct re pane as a ta"le# $t lin-s an aliased ta"le to e*isting ta"les, re-arranging ?oins, as necessar!#
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Con#e%#s
A conte*t is a r le "! '%ic% Designer can decide '%ic% of t'o pat%s to c%oose '%en more t%an one pat% is possi"le from one ta"le to anot%er# Conte*ts can "e sed to resolve loops in t%e niverse# /o can create conte*ts man all!, or ca se t%em to "e detected "! Designer# W%en conte*ts are sef l, Designer s ggests a list of conte*ts t%at !o can create# Figure ,.'./.1 1
)etect )etectt!e t!eloop loop
'
O& O& er0e er0et!e t!eloop loop
(oop & Alia e
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Figure ,.'./.' ,
4 Rig!t Rig!tclic1 clic1any anyta&le ta&le participating participatingin int!e t!e loop loopand andclic1 clic1Insert Insert Alias% Alias%
.
/
A loop t!at i re ol0ed &y an Alia
(oop & Alia e 5contd6
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/.-.=. C$e 1ing #$e In#eg!i#y o. #$e Uni)e!se
3%e C%ec- $ntegrit! command in 3ools men c%ec-s t%e validit! of t%e active niverse incl ding its str ct re, ?oins, cardinalities, o"?ects, conte*ts, and conditions# $t can also detect '%et%er t%ere are an! loops# /o can c%ec- t%e entire niverse or onl! certain of its components# W%en Designer %as completed c%ec-ing t%e integrit! of t%e niverse, it displa!s an $ntegrit! C%ec- 4es lts dialog "o*# Figure ,.'.3.1 1 '
Select Selectt!e t!e appropriate appropriatec!ec1 c!ec1 &o<e &o<e
,
O& O& er0e er0et!e t!e re re ult ult
C!ec1ing t!e "ntegrity
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/.-.>. Hie!a! $ies
Hierarc%ies are t%e ordered series of dimensions for m lti-dimensional anal!sis# Hierarc%ies command in t%e tool men displa!s t%e Hierarc%ies 1ditor t%at lets !o set p %ierarc%ies and dimension o"?ects# =! doing t%is, !o ena"le end sers to drill p or do'n '%en performing m ltidimensional anal!sis# Figure ,.'.4.1
1
' a. a.Clic1 Clic1!ere !ereto tocreate createa a ne$ ne$!ierarc!y. !ierarc!y.
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/.-.B. Pa!a2e#e!s
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/.-.1C. Con(i#ions
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/.-.11. Sa)ing Uni)e!se
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/./. Business O+9e #s
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/./.5. B!ea1s
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/./.;. Ran1ing
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/./.B. C!oss #a+ Re&o!#s
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/./.1C. D!ill O&e!a#ions
3o perform t%e drill p and drill do'n operations, !o need to set t%e %ierarc%ies in t%e designer# <or details on setting p t%e %ierarc%ies, refer to section 5#2#># 3%e pict re demonstration t%at follo's e*plains t%e steps after setting p of t%e %ierarc%ies# /o s%o ld also "e familiar 'it% developing t%e cross ta" reports# Drill operations are generall! performed on cross ta" reports# <or details on developing a cross ta" report, refer to section 5#5#9# Figure ,.,.19.1 1
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Figure ,.,.19.' ,
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/./.11. Sli ing 3 Di ing
As previo sl! disc ssed, 2licing F Dicing is t%e process of c%anging t%e data ro's and col mns represent d ring t%e anal!sis# 3%is section disc sses %o' to do t%e same in = siness B"?ects# Figure ,.,.11.1 1
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Figure ,.,.11.' 4
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Figure ,.,.1'.'
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Figure ,.,.1'.4
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/./.1/. C!ea#ing Re&o!#s Using Pe!sonal Da#a 'iles
3%e Personal Data <ile data provider allo's !o to access data in Microsoft 1*cel spreads%eets, d=A21 files, and te*t files# 3%e main "enefits of sing personal data files are as follo's( 1# /o can displa! corporate data ne*t to personal data in t%e same report# <or e*ample, !o can compare !o r compan! " dget +corporate data, 'it% !o r o'n r nning costs +personal data,# /o can o"tain s c% a report "! " ilding a & er! to retrieve t%e corporate data, and t%en "! inserting a ne' ta"le t%at displa!s data from a personal data file# $f !o %ave no connection to a remote data"ase or if t%ere is no 4D=M2 at !o r site, !o can se personal data files as !o r onl! data so rce#
Wils%ire 2oft'are 3ec%nologies P%( 2761-2218 9 ::77-2218 4ev# Dt( 15-Dec-2006 ;ersion( 5
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Page 192 of 209
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Flat File Source
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Page 198 of 209
Figure ,.,.1,., 1
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/.0. Business O+9e #s -We+ In#elligen e
We"$ntelligence is t%e first decision s pport sol tion designed to meet !o r critical & er!, reporting and anal!sis needs over t%e World Wide We"# Wit% We"$ntelligence, !o can access t%e data in !o r corporate data"ases or data 'are%o ses from 'it%in !o r office, !o r %ome, or aro nd t%e 'orld, sing !o r corporate intranet, e*tranet, or t%e World Wide We"# We"$ntelligence ma-es it eas! to access data, "eca se !o 'or- 'it% it in " siness terms t%at are familiar to !o , not tec%nical data"ase terms li-e 2@)# /o donHt need an! -no'ledge of t%e data"ase str ct re or tec%nolog!# 0o We"$ntelligence soft'are needs to "e loaded on !o r comp ter# All !o need to se We"$ntelligence is a We" or $nternet "ro'ser#
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Figure ,.4.1.' ,
(og (ogin ina a Super0i Super0i or or u u er er
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"n*o0ie$ let u er to create+ 0ie$ and earc! )ocu#ent
"n*oEie$ lets !o access, anal!ze, and s%are important information '%enever and '%erever !o need it# "n*oEie$ is t%e starting point for ;u ine O&=ect and %e&"ntelligence, t%e f ll-client and t%in-client " siness intelligence s ite from = siness B"?ects#
/.0.-. C!ea#ing Do u2en#s
Wit% = siness B"?ects ser called 2 pervisor 'e entered into We"$ $nfovie' , 2 pervisor is %aving profile as Ceneral 2 pervisor,so %e can create, vie' and searc% doc ments# Bt%er sers donAt %ave permision tocreate doc ments# 2o 2 pervisor %as to give privileges to ot%er sers to create9vie'9searc% for doc ments# Depending on !o r options, !o can create a ne' doc ment sing an! availa"le niverse, and t%en distri" te t%e doc ment in an! of several 'a!s(
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Figure ,.4.'.1 1
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Figure ,.4.'.' 4 )rag )rag& &drop dropo&=ect+ o&=ect+ elect electoperator operator
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/.0./. C!oss#a+ Re&o!#
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/.0.0. D!ill Analysis
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/.0.5. Pe!sonal Do u2en#s
Personal doc ments are doc ments !o %ave saved to !o r personal storage area, '%ere onl! !o can access t%em# Figure ,.4...1 1
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Page 202 of 209
/.0.;. Co!&o!a#e Do u2en#s
3%e corporate repositor! provides an eas! 'a! for organizations to s%are information# Bne person can create a doc ment and, "! p "lis%ing it to a corporate repositor!, ma-e t%e information in it availa"le to ever!one 'it% access rig%ts to t%at repositor!# Figure ,.4./.1 1
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/.0.=. In+o% Do u2en#s
/o can c%ec- !o r $n"o* Doc ments page for doc ments sent to !o "! ot%er sers of t%e %e&"ntelligence or ;u ine O&=ect s!stem# /o can t%en save t%ose doc ments to !o r personal storage area or, if !o %ave t%e appropriate rig%ts, p "lis% t%em to a corporate doc ment repositor!# Figure ,.4.3.1 1 Super0i Super0i or or- er eri i ending docu#ent ending docu#entto to ot!er ot!eru u er er
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Create a doc ment in Des-top 4eporting 1nvironment += siness B"?ects, and p "lis% it as corporate doc ment, t%en connect to We"i server t%ro g% "ro'ser and !o can vie' =B doc ment in corporate doc ments option# Figure ,.4.4.1 1
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1. Cogno .............................................................................................................................................. 1
1#1# Access Manager############################################################################################################################################# 1 1#1#1# Cetting 2tarted########################################################################################################################################## 2 1#2# Arc%itect######################################################################################################################################################## 15 1#2#1# =enefits of Arc%itect################################################################################################################################ 15 1#2#2# Data Access )a!er################################################################################################################################## 1: 1#2#5# = siness )a!er####################################################################################################################################### 19 1#2#8# Pac-age )a!er######################################################################################################################################## 20 1#5# $mprompt ##################################################################################################################################################### 2: 1#5#1# Cetting 2tarted######################################################################################################################################## 2: 1#5#1#1# .nderstanding t%e Catalogs############################################################################################################2: 1#5#1#2# )ogical Data"ases###########################################################################################################################26 1#5#1#5# Weig%t F @ alification######################################################################################################################27 1#5#2# =asic Bperations on Catalogs################################################################################################################51 1#5#5# Catalog <olders###################################################################################################################################### 55 1#5#8# Creating a =asic 4eport########################################################################################################################## 56 1#5#:# Catalog 2ec rit!##################################################################################################################################### 5> 1#5#6# Eoins####################################################################################################################################################### 87 1#5#7# Wor-ing 'it% 4eports############################################################################################################################## 89 1#5#7#1# @ er! Panel #################################################################################################################################### 89 1#5#7#2# <ormatting 4eports##########################################################################################################################:5 1#5#># Prompts################################################################################################################################################## :6 1#8# $mprompt We" 4eports - +$W4,##################################################################################################################61 1#:# Po'erPla!##################################################################################################################################################### >5 1#:#1# Cetting 2tarted######################################################################################################################################## >5 1#:#2# Creating a Model#################################################################################################################################### >8 1#:#5# Wor-ing 'it% Dimension Map################################################################################################################# >> 1#:#5#1# Creating a 4eg lar Dimension#########################################################################################################>> 1#:#5#2# Creating a 3ime Dimension#############################################################################################################>9 1#:#8# Diagram################################################################################################################################################## 90 1#:#:# Creating a C "e###################################################################################################################################### 91 1#:#6# Cognos Po'erpla!################################################################################################################################## 95 1#:#7# Anal!zing t%e Data################################################################################################################################## 9: 1#:#># M lti-dimensional ;ie's of data#############################################################################################################97 1#:#9# 4an-ing t%e Data################################################################################################################################## 105
'. Cogno ReportNet........................................................................................................................ 19.
2#1# <rame'or- Manager################################################################################################################################### 10: 2#2# Cognos Connection##################################################################################################################################### 116 2#5# @ er! 2t dio############################################################################################################################################### 11> 2#8# 4eport 2t dio############################################################################################################################################## 125
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5#1#6# .ser Profiles######################################################################################################################################### 1:8 5#2# Designer###################################################################################################################################################### 1:: 5#2#1# Cetting 2tarted##################################################################################################################################### 1:: 5#2#2# .nderstanding t%e .niverse################################################################################################################# 1:: 5#2#5# Creating a .niverse############################################################################################################################## 1:6 5#2#8# Wor-ing 'it% Classes and B"?ects#######################################################################################################160 5#2#:# Eoins F Cardinalities############################################################################################################################# 161 5#2#6# )oops F Aliases#################################################################################################################################### 162 5#2#7# C%ec-ing t%e $ntegrit! 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DATA WAREHOUSE MAINTENANCE
Business Analysis
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1. Cognos
Figure 4.1
COGNOS COMPONENTS
Security
Metadata
Report & Analy i
Acce
Manager
Arc!itect
"#pro#ptu
"#pro#ptu %e& Report
Po$erPlay
1.1. A ess Manage!
Access Manager provides a centralized environment to define, store, and maintain sec rit! information for Cognos " siness information applications# $n one central location, !o can set p and maintain sec re ser access to data, s c% as c "es and reports, t%at are created in ot%er Cognos applications# Wit% Access Manager, !o can also set p and maintain ser signon information and a to-access privileges for t%e data so rces and servers t%at contain t%e re& ired data# $n t%is version of Access Manager, !o can store a t%entication data in one of t%e follo'ing so rces(
a namespace on an )DAP director! server a local a t%entication e*port file +#lae,
"o al Au#$en#i a#ion E%&o!# 'ile
)ocal a t%entication e*port files +#lae, provide a porta"le a t%entication so rce for single sers '%o 'ant to open ser class-protected data remotel!, s c% as a Po'erPla! c "e or a Portfolio "riefing "oo-# .se #lae files to distri" te and manage a t%entication data# /o can create a "lan- local a t%entication e*port file+#lae, and t%en create namespaces for !o r a t%entication data# Cognos 0amespace /o m st create a namespace nder )A1 file "efore !o can create sers or serclasses, or "efore !o can add signon information for application servers or data so rces t%at sers need to access#
A(( a Use! Class
W%en !o add a ser class, !o ena"le administrators of client applications to restrict access to data or provide a to-access to data so rces "ased on t%ese ser classes# 1ac% ser class t%at !o create is contained 'it%in t%e root ser class#
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A(( a Use!
<or eac% individ al '%o m st access sec re data, !o m st create a ser 'it% Access Manager Administration and assign t%e ser to one or more ser classes# Access to t%e sec red data is defined for eac% ser class in t%e client application# 3o open an a t%enticated application or data so rce, a ser m st "elong to at least one ser class#
P!o)i(e a Use! Wi#$ a Signon *
A "asic signon consists of a ser $D and pass'ord, "ot% of '%ic% are defined and maintained sing Access Manager Administration# =efore a ser 'it% a "asic signon can access sec re data, t%e! m st enter a valid ser $D and pass'ord d ring a t%entication#
A(( a Da#a+ase *
=efore sers can access a data"ase, !o need to define t%e data"ase in Access Manager and t%en give t%e re& ired sers access privileges to t%at data"ase# Defining a data"ase involves
referencing t%e data"ase defining t%e connection string so t%at t%e client application can connect to t%e data"ase/o can create a to-access signons for data"ases#
A(( (a#a+ase signon *
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1.1.1. ,e##ing S#a!#e(
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Figure 1.1.1.19 1 8
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1.-. A! $i#e #
Arc%itect is a metadata management tool t%at provides a single administration point for metadata t%at s pports all !o r Cognos & er! and reporting prod cts# /o se Arc%itect to " ild a common set of " siness-oriented metadata so t%at !o r sers can " ild & eries, reports, and c "es# 3%e Arc%itect model descri"es t%e metadata from t%e nderl!ing so rces +data access la!er,, t%e " siness vie' of t%e corporate data +" siness la!er,, and '%ic% parts of t%e " siness la!er 'ill "e sed in applications +pac-age la!er,#
3%e data access la!er contains t%e metadata t%at descri"es %o' to retrieve data from t%e p%!sical environment# 3a"les, col mns, ?oins, and ot%er data"ase o"?ects ma! "e incl ded, as 'ell as 2@) statements and ser-defined f nctions# 3%e data ma! e*ist in m ltiple so rces, s c% as relational data"ases or $mprompt Hot <iles, or ma! "e retrieved "! sing stored proced res, ser-defined f nctions, or 2@) statements# 3%e " siness la!er descri"es t%e " siness vie' of t%e corporate data as 'ell as t%e information t%at !o r report a t%ors and & er! designers re& ire# $t consists of t%e " siness model +entities, attri" tes, and relations%ips,, '%ic% !o can vie' as an entit!-relations%ip diagram, " siness r les +calc lations, filters, and prompts,, and displa! r les +st!les, and en meration val es,# Arc%itect generates o"?ects in a "asic " siness la!er "ased on t%e o"?ects in t%e data access la!er# /o can modif! t%e " siness la!er to reflect !o r sersA reporting and & er!ing re& irements# 3%e pac-age la!er contains pac-ages t%at descri"e s "sets of t%e " siness la!er# 1ac% pac-age ma! "e targeted for one or more Cognos prod cts +Po'er Pla!3ransformer, $mprompt , and Cognos @ er!, and defined for a single " siness intelligence application and ser gro p#
1.-.1. Bene.i#s o. A! $i#e #
/o can
" ild and maintain a common set of metadata t%at s pports several Cognos prod cts /o can s "stantiall! red ce t%e administration costs associated 'it% maintaining models and ens re t%at different gro ps of sers %ave access to metadata t%at acc ratel! and consistentl! reflects t%e 'a! t%at !o r compan! does " siness# centralize " siness r les for maintenance and consistenc! <or e*ample, !o m st pdate a calc lation# /o ma-e a c%ange to t%e calc lation e*pression once in t%e common " siness model# 2imilarl!, !o define filters and prompts centrall!# access data from several different t!pes of so rces, and e*pand & er!ing and reporting capa"ilities <or e*ample, !o r Arc%itect model co ld define access to an Bracle data"ase, a 2!"ase data"ase, and t%e ?oins "et'een t%em# Cognos @ er! and Po'erPla! sers can & er! attri" tes derived from different data so rces# se e*isting metadata to start " ilding !o r Arc%itect model <or e*ample, !o r organization maintains a t%ird-part! metadata so rce for t%e <inance department# /o can import t%is so rce as a metadata so rce for !o r Arc%itect model#
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Figure 1.'.1.1 1
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1.-.-. Da#a A ess "aye!
3%e data access la!er provides information for efficient & er! formation '%en sers se an Arc%itect model to access data in a data so rce# Arc%itect also ses information in t%e data access la!er to create t%e " siness la!er# 3%e more efficient and acc rate t%e data access la!er is t%e "etter serAs & eries are# /o can en%ance t%e data access la!er "! 1# 2# 5# Cenerating ?oins "et'een ta"les '%ere -e! definitions matc%# Cenerating -e!s '%ere foreign -e! constraints are not declared# Adding t!pe-in 2@) & eries#
After !o en%ance t%e data access la!er, !o can generate t%e " siness la!er#
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Ho'ever, "efore !o " ild a " siness model, !o s%o ld c%ec- t%e data access la!er to ens re t%at t%e contents are consistent and do not contain an! errors# Figure 1.'.'., .
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Figure 1.'.'.4 3
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Figure 1.'.'.. 1 9
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1.-./. Business "aye!
Arc%itect anal!zes t%e data access la!er to determine %o' to create entities, attri" tes, -e!s and relations%ips# <or eac% ta"le in t%e data access la!er, Arc%itect creates an entit! in t%e " siness la!er# <or eac% s!non!m, Arc%itect creates a s "t!pe entit!# 2imilarl!, for eac% col mn, Arc%itect creates an attri" te in t%at entit!# <or eac% -e! in t%e data access la!er, Arc%itect creates a -e! in t%e " siness la!er, and for eac% ?oin in t%e data access la!er, Arc%itect creates a relations%ip in t%e " siness la!er# Figure 1.'.,.1 1
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1.-.0. Pa 1age "aye!
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1./. I2&!o2&#u
As an administrator, !o create and maintain an $mprompt environment t%at is meaningf l to !o r sers, ma-ing it as eas! as possi"le for t%em to prod ce t%e reports t%e! need #3o do t%is, !o m st "e involved in all aspects of $mprompt , from connecting to t%e corporate data"aseD to setting p effective catalogs, ?oins, folders, and filtersD to ens ring t%at ade& ate sec rit! proced res are in place# /o 'ill also 'ant to ma-e s re t%at $mprompt is set p in a'a! t%at ma*imizes its performance and ma-es !o r ?o" easier# Figure 1.,.1 $mprompt Applica"ilit! Dimensions Data representation 2licing F Dicing Drill operations C%arts F Crap%s Data"ase Connectivit! Data is .p-to-dateG )o'-Mid range anal!sis 2ingle93'o Dimensional Catalogs F 4eports 0ot Availa"le 0ot Availa"le Availa"le Connected 4eports Po'erPla! Hig%-end anal!sis M lti-dimensional C "es Availa"le Availa"le Availa"le Disconnected from Data"ase 0eed to "e pdated reg larl!
"#pro#ptu 0 Po$erPlay
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1./.1. ,e##ing S#a!#e(
1./.1.1. Un(e!s#an(ing #$e Ca#alogs
An $mprompt catalog acts as a "ridge to t%e data"ase# 3%e catalog points to data and ins lates $mprompt sers from t%e comple*ities of t%e data"ase, "! letting t%em foc s on anal!zing t%e data t%at drives t%eir " siness# /o m st create a catalog "efore !o or an! $mprompt sers can create $mprompt reports# $mprompt catalogs contain information t%at $mprompt needs to access and retrieve data from a data"ase# Catalogs store metadata associated 'it% t%e data"ase str ct re incl ding t%e
0ame and location of t%e data"ase 0ames of t%e col mns in t%e selected ta"les Eoin relations%ips "et'een ta"les
$n addition, a catalog contains folders, conditions, and calc lations t%at !o design and create# 3%e folders, conditions, and calc lations t%at !o define in !o r catalog provide report sers 'it% a logical vie' of t%e p%!sical data +in t%e data"ase, t%at t%e catalog accesses# As an administrator, !o can create fo r t!pes of catalogs(
Personal Distri" ted 2%ared 2ec red
As t%e creator of a catalog, !o can
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C%ange t%e names or locations of t%e folders 2elect t%e ta"les to incl de in t%e catalog C%ange and define t%e ?oin relations%ips "et'een t%e ta"les in !o r catalog Cenerate content overvie' reports Figure 1.,.1.1.1
Pe!sonal Ca#alog
A personal catalog is a catalog t%at !o do not intend to ma-e accessi"le to ot%er $mprompt sers# /o can Catalog create personal catalogs to access data"ases from '%ic% !o re& ire personal reports# Personal catalogs are for individ al se onl! and t%ere are no sec rit! considerations# Bnl! t%e creator of t%e catalog can access t%e data referenced "! t%e catalog#
Dis#!i+u#e( Ca#alog
Per onal )i tri&uted S!ared Secured A distri" ted catalog consists of an original Ma ter )i tri&uted Catalog t%at t%e administrator controls and maintains, and one or more local catalogs + Per onal )i tri&uted Catalog , t%at are created '%en sers open t%e Master Distri" ted Catalog# Distri" ted catalogs are sef l to maintain a certain level of control over t%e catalog, " t allo' catalog sers to create t%eir o'n local copies of t%e catalog# Bnce sers %ave created t%eir o'n Type o* Catalog Personal Distri" ted Catalog, t%e! can modif! it to meet t%eir o'n specific reporting needs# /o can ena"le !o r sers to modif! t%eir personal distri" ted catalogs "! assigning t%em privileges to modif! folder str ct res and add conditions and calc lations# Wit% a distri" ted catalog, !o can ena"le t%e <olders and .ser Profiles commands so t%at !o r sers can
Brganize t%e contents of t%eir personal distri" ted catalog "! creating ne' folders Create conditions and calc lations to store in t%eir catalog Disconnect from t%e )A0 and contin e to 'or- 'it% t%eir personal distri" ted catalog Connect and disconnect from t%e data"ase Create ser classes, set pass'ords, and control t%e ser environment Manage t%e impact on t%e net'or- and data"ase
$mprompt maintains a lin- 'it% t%e master distri" ted catalog and a tomaticall! pdates t%e lin-ed personal distri" ted catalogs 'it% c%anges to t%e master# 3%is ena"les sers to c%ange t%e contents of t%eir personal distri" ted catalog, '%ile ens ring t%at c%anges to t%e master are applied to t%eir personal distri" ted catalogs#
S$a!e( Ca#alogs
A s%ared catalog is generall! stored on a )A0 to provide access for all sers# W%en !o open a s%ared catalog, !o are 'or-ing 'it% t%e same cop! of t%e catalog as all ot%er sers# 3%e creator of a s%ared catalog can c%ange and grant privileges to specific sers t%at ena"le t%em to(
Brganize t%e contents of t%e catalog "! creating ne' folders, editing folders !o Hve created, and c%anging t%eir location Wor- 'it% conditions and calc lations stored in t%e catalog Connect and disconnect from t%e data"ase
Se u!e( Ca#alog
A sec red catalog is a read-onl! catalog t%at onl! t%e Creator can c%ange# .se sec red catalogs to deplo! IcannedI reports for a diences t%at %ave no need to c stomize t%eir reports# .sers cannot c%ange a sec red catalog, and t%e! cannot create or c%ange an! of t%e reports "ased on t%e catalog# .sers can onl! vie', r n, e*port, and print reports# $n addition, sers can connect to and disconnect from t%e data"ase#
1./.1.-. "ogi al Da#a+ases
3o let t%e Cognos connect to t%e data"ases, 'e create a so-called )ogical Data"ase# A logical data"ase is a connection pointing to a data"ase li-e Bracle or to an BD=C Data 2o rce# 3%is ma-es t%e catalog totall! independent of a data"ase pon '%ic% it is "ased# We se t%e Data"ase Definition Wizard to create or modif!
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logical data"ases# A catalog can point to one and onl! one )ogical Data"ase# Please refer to t%e <ig re 10#8 for a step-"!-step g ide on %o' to create a )ogical Data"ase#
1./.1./. Weig$# 3 4uali.i a#ion
Bnce !o create a catalog, !o All "e prompted to select t%e ta"les t%at !o 'is% to incl de in !o r catalog# At t%e same time, !o %ave an option specif!ing t%e 'eig%ts and & alifications for t%ese ta"les# Weig%ts are sed to control '%ic% ta"les are preferred as intermediate ta"les in ?oin strategies# 3%e more detailed a ta"le is t%e "igger t%e 'eig%t s%o ld "e# 3%at is, t%e lesser t%e 'eig%t t%e more closel! it is to t%e W%ere cla se# /o can & alif! a ta"le more or less, '%en a ta"le is & alified more, it appears along 'it% t%e sc%ema name in t%e conditions and ?oin strategies# 3%is is sef l especiall!, if !o %ave t'o ta"les of same name from different sc%emas# 1*( 2alesJHistor!#2ales +@ alified More, 2ales +@ alifier )ess,# 1 1 Figure 1.,.1.,.1
Figure 1.,.1.,.' '
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Gi0e Gi0ea ana#e na#eto to t!e t!ecatalog catalog Clic1 Clic1!ere !ereto toc!ange c!ange t!e t!ede*ault de*aultpat! pat!
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Figure 1.,.1.,., 4
)ata&a e )e*inition Manager
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Figure 1.,.1.,.4 3 O& O& er0e er0et!e t!e(ogical (ogical )ata&a )ata&a e e$e $e=u =u tt created created 4
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Select Selectt!e t!e (ogical (ogical)ata&a )ata&a e e $e $e=u =u ttcreated created 8
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Select Selectt!i t!i to to auto#atically auto#atically i#port i#port=oin =oin
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Figure 1.,.1.,.. 11
>uali*y >uali*yta&le ta&le #ore #ore or le accordingly or le accordingly
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Creating a catalog 5contd6
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O& O& er0e er0et!e t!e catalog catalogna#e na#et!at t!at i i currently currentlyopen open
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1./.-. Basi O&e!a#ions on Ca#alogs
Figure 1.,.'.1 1 '
Opening a Catalog
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W%enever 'e open an e*isting catalog or create a ne' catalog t%e Catalog )ogon dialog "o* prompts for t%e data"ase sername and pass'ord# Bnce 'e provide t%ese t%e catalog gets connected to t%e data"ase# 3%e catalog remains connected to t%e data"ase no matter '%et%er !o 'or- 'it% reports or not# At times, t%is ma! 'aste t%e s!stem reso rces, %ence 'e can simpl! disconnect from t%e data"ase# At an! later moment, 'e can again reconnect to t%e data"ase as s%o'n "elo'(
Figure 1.,.'.' 1 '
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Pro0ide Pro0idedata&a data&a e e u er detail u er detail
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1././. Ca#alog 'ol(e!s
W%en !o create a catalog, eac% ta"le in t%e catalog appears as a folder containing t%e ta"leHs col mns# /o can also store conditions, calc lations, and catalog prompts in folders# <olders ena"le !o to organize data items logicall!, according to sers needs, rat%er t%an "ased on %o' ta"les and vie's are p%!sicall! stored in t%e data"ase# 3%is logical rendering of information ena"les report sers to access information 'it%o t -no'ing a"o t t%e ta"les, inde*es, and ?oins t%at comprise a t!pical corporate data"ase# /o can modif! and organize t%e folders and items in t%e folders# /o can(
Create ne' folders and s%o' t%e contents of a folder Cop! folders and folder items and paste t%em in ne' locations Move and remove folders and folder items 4ename folders and folder items Cenerate a folder from a report
As an e*ample, let s sa! t%at t%ere are 20 col mns from different ta"les t%at !o se most fre& entl!, t%en, 'e can create a folder containing all t%ese# $n t%is fas%ion, folders provide a "etter 'a! of logicall! organizing t%e ta"les# W%en 'e create a catalog, 'e are prompted to select t%e ta"les# <or all t%ese ta"les a respective folder 'ill "e created# We can define o r o'n ne' folders t%at contain col mns from t%ese predefined folders# We can also create o r o'n virt al col mns# 3%ese can "e eit%er calc lations or conditions or prompts# A calc lation is a col mn t%at contains an e*pression 'or-ing 'it% an! n m"er of col mns from an! n m"er of folders# A condition is '%at 'e can se later '%ile generating a report to filter t%e data# Prompts 'ill "e disc ssed in t%e sections to follo'# We can also create conditions and calc lations '%ile creating reports# Ho'ever, t%ose t%at are created at t%e catalog level can "e s%ared "et'een m ltiple sers of t%e catalog#
Figure 1.,.,.1 1
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-e et!e t!e e eto tocreate create a ne$ a ne$ *older?condition? *older?condition? calculation calculation
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Figure 1.,.,., 4 Pro0ide Pro0idea ana#e na#e*or *or t!e calculation t!e calculation
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1./.0. C!ea#ing a Basi Re&o!#
As disc ssed, reports in Cognos imprompt are totall! "ased on t%e catalogs# =! no', as 'e nderstood t%e "asics of catalogs, 'eAll no' disc ss t%e "asics of creating and 'or-ing 'it% reports# Figure 1.,.4.1 1
Creating a ;a ic Report
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Figure 1.,.4.' , O& O& er0e er0et!e t!e*older *older and and colu#n colu#n
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Creating a ;a ic Report 5contd6
1./.5. Ca#alog Se u!i#y
Cognos imprompt %as man! " ilt-in sec rit! feat res t%at 'ill "e e*plored in t%is section# W%enever a catalog gets created, imprompt creates t'o ser classes +or sers, namel! Creator and - er# Creator is t%e one '%o creates t%e catalog# He is analogo s to Administrator# .ser is a "asic ser 'it% a minim m set of privileges# Cognos imprompt s pports sec rit! at different levels# 3%e! are(
3a"le access <older access <iltering col mnAs data
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Data"ase connectivit! Cross prod ct & eries9?oins9d plicate ro's C%aracter retrieval lengt% Data retrieval limits @ er! e*ec tion time Direct 1ntr! 2@)
Ta+le a ess
As a creator, !o can grant or den! access to fe' ta"les to some sers# $f !o den! access to a ta"le, access to all t%e col mns +in all t%e folders, "ased on t%ese ta"les 'ill "e denied# <or a step-"!-step g ide refer to fig re 1#8#5#
'ol(e! a ess
Man! a time, !o mig%t 'ant to den! t%e access not to a single ta"le " t to m ltiple col mns in several ta"les# $n cases li-e t%ese 'e can create several folders as per o r re& irement and grant9restrict access to some folders# <or a step-"!-step g ide refer to fig re 1#8#8#
'il#e!ing olu2n6s (a#a
We can also appl! a filter condition to col mns in a given folder to restrict access to a set of records in t%e reports# Ma-ing t%is at t%e catalog level %as an additional advantage of %aving different restrictions to different sers# <or a step-"!-step g ide refer to fig re 1#8#:#
Da#a+ase onne #i)i#y
W%en 'e connect to a catalog, 'e are re& ired to provide t%e data"ase ser name and pass'ord to connect to t%e data"ase# 3%is re& ires t%at all t%e catalog sers m st -no' t%e data"ase ser details, '%ic% is a sec rit! loop%ole# Hence, 'e can set a defa lt sername and pass'ord t%ro g% '%ic% t%e ser %as to connect to t%e data"ase# <or a step-"!-step g ide refer to fig re 1#8#6#
C!oss &!o(u # 7ue!ies89oins8(u&li a#e !o:s
As a creator, !o can allo', 'arn or prevent t%e access to cross prod ct & eries, ta"le ?oins and t%e access to d plicate ro's# <or a step-"!-step g ide refer to fig re 1#8#7#
C$a!a #e! !e#!ie)al leng#$
As a creator, !o can specif! a ma*im m lengt% of t%e string to "e displa!ed in t%e imprompt # )et s sa! t%ere is a col mn '%ose lengt% is 2:: c%aracters# Ho'ever, !o can restrict for some catalog sers s c% t%at t%e! 'ill "e a"le to see onl! t%e first 20 c%aracters of t%e string, no matter '%at# <or a step-"!-step g ide refer to fig re 1#8#7#
Da#a !e#!ie)al li2i#s84ue!y e%e u#ion #i2e
/o can also restrict t%e n m"er of records to "e vie'ed "! a given ser and9or t%e ma*im m amo nt of time a & er! %as to r n and even t%e ma*im m n m"er of ta"les a ser can access t%ro g% t%e data retrieval limits section# <or a step-"!-step g ide refer to fig re 1#8#>#
Di!e # En#!y S4"
$n imprompt 'e %ave an option of modif!ing t%e & er! t%at Cognos generates to access t%e data# <or a given set of sers !o can also restrict t%is# Also refer to fig re 1#8#9# Figure 1.,...1 1 '
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W%ile creating a catalog, a dialog "o* appears '%ere in 'e select t%e ta"les t%at are to "e incl ded in t%e catalog and specif! t%e 'eig%ting and & alifications +4efer to <ig re 5#5,# We select Create Eoins sing Ke! or first matc%ing col mn# $f !o go 'it% t%e man al ?oins, !o can later on create t%e ?oins sing t%is men # Figure 1.,./.1 1
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Select SelectTa&le Ta&le1 1
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3%e 'izard t%at gets displa!ed '%ile creating a report '%erein 'e select t%e col mns 'e need to %ave in t%e report is -no'n as >uery Panel or >uery %iDard# $n t%is 'izard, !o can also specif! aggregation of t%e col mns, sorting orders, gro p "! cla se and filter conditions# All t%ese 'ill "e disc ssed in t%e pict re presentation to follo'# W%ile specif!ing t%e filter condition, !o can specif! a condition %ere itself or simpl! import a condition t%at %as "een defined at t%e catalog level# Figure 1.,.3.1.1
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"* you are creating a ne$ report+ >uery Panel $ill auto#atically appear+ i* you are already in a report+ u e t!i #enu.
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Select Selectt!e t!ecolu#n colu#n and and clic1 Group? clic1 Group?-ngroup -ngroup
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7ou 7oucan can peci*y peci*ya aFilter Filter e<pre ion e<pre ion
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7ou can et t!e c!aracter lengt! retrie0al+ t!u#&nail iDe+ data retrie0al iDe !ere
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>uery Panel 5contd6
1./.=.-. 'o!2a##ing Re&o!#s
3%e format dialog "o* lets !o follo'ing ta"s( 'or- 'it% different t!pes of formatting options '%ic% are classified in to t%e
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Da#a
Contents of t%is t!pe var! "ased on t%e col mn selected# $t "asicall! deals 'it% t%ree t!pes of data( Numeric, Text and Date# <or t%e n meric data t!pe, !o can select %o' it %as to "e displa!ed for a positive val e# 2imilarl!, !o can also specif! %o' it is to "e displa!ed for negative val es and '%at is to "e displa!ed if it is eit%er zero or a Null val e# <or positive and negative t%e format string is specified as LLL#LLL '%ere a L represents a digit# 3%e n m"er of L !o give on t%e rig%t side of t%e decimal point determine %o' detailed !o 'ant t%e decimal val es to "e displa!ed# /o can also provide a com"ination of static te*t and a set of L 1*( 4s# LLL#LLL can "e sed to format for val es indicating in 4 pees# 2imilarl!, for te*t strings t%e follo'ing are t%e defa lt formats availa"le(
AaM N displa!s onl! first letter of t%e '%ole te*t capital +3%is is a sample te*t, AM N displa!s in all pper case letters +3H$2 $2 A 2AMP)1 31O3, aM N displa!s in all lo'er case letters +t%is is a sample te*t, M N displa!s t%e te*t as it is stored in data"ase 'it%o t an! c%anges +3%is is a 2ample te*t,
<or t%e date data t!pes, !o can " ild several format strings "ased on t%e follo'ing representations( !! N t'o digit !ear format +9>, !!!! N fo r digit !ear format +199>, m N single digit mont% +1 for Ean ar! and 12 for Decem"er, mm N t'o digit mont% +01 for Ean ar! and 12 for Decem"er, mmm N t%ree digit mont% +Ean for Ean ar!, mmmm N complete mont% name +Ean ar!, d N single digit da! +1 for 1st and 51 for 51st, dd N t'o digit da! +01 for 1st and 51 for 51st, ddd N s%ort da! name +Wed, dddd N long da! name +Wednesda!, % N %o rs in 12 %o r format +: for : AM as 'ell as : PM, %% N %o rs in 28 %o r format +: for : AM and 17 for : PM, %%#mm N %o rs and min tes %%#mm#ss N %o rs and min tes and seconds
/o can also com"ine static te*ts in "et'een t%ese formats li-e(
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!! P!earsQ mm Pmont%sQ dd Pda!sQ displa!s 5 !ears 8 mont%s : da!s
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$n t%e font ta", !o can set t%e font face +Arial, Co rier 0e', 3imes 0e' 4omanR,, font st!le +4eg lar, =old, $talic, =old and $talic,, 2ize +10, 12, 15R,, .nderline and 2tri-et%ro g% parameters# Apart from t%ese !o can also set t%e color of t%e te*t to one of t%e man! pre defined colors#
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$n t%is ta", !o can specif! '%et%er a "order is re& ired for t%e selected col mn or not# /o can also specif! t%e color of t%e "order and t%e line st!le of t%e "order# <ollo'ing are fe' line st!les( Figure 1.,./.'.A Tran parent None
;order Style
Pattern Style
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Figure 1.,.3.'.; 1 '
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Nu#eric data *or#atting
Select a colu#n to *or#at+ rig!t clic1 and elect Format
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Te<t data *or#atting
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)ate data *or#atting
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Figure 1.,.3.'.A.1 .
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)et s sa!, 'e need to create a report '%erein 'e are interested to see t%e list of all t%e prod cts for a given prod ct categor!# We can se a filter condition to %ave s c% a report# Ho'ever, if 'e 'ant to see s c% report for different categories, 'e need to generate so man! reports eac% 'it% a different filter condition# $nstead, 'e can create one single report sing a prompt# Prompt is a component '%en incl ded in a report, ser 'ill "e prompted to provide a val e, '%ic% can "e sed to filter t%e data# 3%is provides d!namicit! to t%e reports# We can create prompts eit%er at a report level or at t%e catalog level# A prompt created at a catalog level can "e sed 'it%in
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m ltiple reports and "et'een m ltiple sers# 3%e pict re demonstration t%at follo's s%o's %o' to create prompts and sing t%em# 3%ere are different t!pes of prompts t%at can "e created# 3%e! are(
3!pe-in Catalog pic- list 4eport pic- list <ile pic- list
Ty&e-in &!o2&#s
3!pe-in prompt is sed '%en 'e 'ant t%e ser to enter a val e of %is c%oice# 3%is can "e sed to " ild e*pressions# )et s sa!, 'e %ave a report t%at can displa! a list of prod cts and t%eir details '%ose list price falls in "et'een t'o val es t%en, 'e can create t'o prompts prompting to t%e ser to enter val es# W%en ser enters t%e val es 'eAll " ild a condition li-e Products.List_Price>=Prompt_1 AND Products.List_Price<=Prompt_2
Ca#alog &i 1 lis#
$n catalog pic- list ser is not prompted to inp t a val e " t to select one from t%e distinct val es '%ic% are pic-ed from t%e data"ase# <or t%is, 'e need to select a col mn from an! folder 'it%in t%e catalog# 4espective val es 'ill "e read from t%e data"ase and displa!ed to t%e ser#
Re&o!# &i 1 lis#
4eport pic- list is ? st li-e catalog pic- list 'it% t%e onl! difference "eing it does not read t%e val es from t%e data"ase " t reads from one more report# $f t%e col mn in t%e selected report is filtered, !o All get onl! t%ose filtered val es#
'ile &i 1 lis#
<ile pic- list is sed '%en !o do not 'ant to ma-e a data"ase %it for t%e distinct val es# <ile pic- list reads t%e val es from a te*t file specified '%ile creating a prompt# 3%ese val es ma! or ma! not e*ist in t%e data"ase# $f t%e! e*ist, t%e report 'ill "e displa!ed as s al# Bt%er'ise, t%e report ma! appear "lan-# $t is not simpl! eno g% if !o create a prompt# /o m st se t%is prompt 'it%in a filter condition or ot%er'ise for it to act all! 'or-# /o can %ave as man! prompts as !o 'ant# Ho'ever, onl! t%ose prompts specified in t%e filter condition +eit%er at t%e catalog level or report level, 'ill "e prompted for t%e ser# /o can also %ave a different col mn "eing displa!ed to t%e ser and a different col mn sed internall! for t%e filter condition# 3%is is %elpf l '%en !o act all! 'ant to filter "! Prod ct $D, %o'ever !o 'ant to displa! prod ct name for t%e ser to select# $mprompt 'ill ret rn t%e respective prod ct id associated 'it% t%e prod ct name# <or t%is to 'or- t%ere s%o ld "e a one to one relation "et'een t%e col mns !o select for displa! and for t%e internal se#
Figure 1.,.4.1
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Folder dialog &o<
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Select t!e re:uired colu#n
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%or1ing $it! t!e Pro#pt 5contd6
Figure 1.,.4.,
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1.0. I2&!o2&#u We+ Re&o!#s - ?IWR@
P!o e(u!e
Create a ne' folder and ma-e t%e folder propert! as 2HA41D# Create anot%er folder and ma-e t%e folder propert! as 2HA41D F W1=2HA41D# Bpen Cognos 2erver Administration
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2elect t%e 2ec rit! option, t%en it 'ill open Cognos Access Manager and create ser, data"ase signon# ser signon,
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2elect t%e Portal option, t%en set t%e sec rit! for .pfront 2erver#
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Create t%e Catalog and 2ave t%e catalog in <older+3%e folder propert! s%o ld "e 2HA41D, $n Catalog Properties specif! Access Manager 0amespace+ CognosJ 02, Create a sample report and save t%e report in folder '%ere !o %ave saved t%e catalog i#e t%e catalog propert! s%o ld "e 2HA41D#
Re&o!# Pu+lis$
2elect t%e 4eport P "lis% option P "lis% 3%e 4eport and specif! t%e s%ared folder, 'e" s%ared folder pat%#
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Provide t%e .4) pat%, t%en t%e report can "e vie'ed on t%e =ro'ser#
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Figure 1.4.1 1
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Clic1 Clic1!ere !ereto toacce acce Acce Manager Acce Manager Ad#ini Ad#ini tration tration
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Figure 1.4.' ,
(ogin (ogina a Super Super - er er
4
Enter Enteru u er er ignon ignon
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Figure 1.4., .
Clic1 Clic1!ere !ereto toa a ign ignpri0ilege pri0ilege to tou u er erto toacce acce report report on on &ro$ &ro$ er er
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Figure 1.4.4 3
Enter Enter- er er ignon ignon
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8
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Figure 1.4.. 1 9
1 1
1 '
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Figure 1.4./ 1 ,
1 4
1 .
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Figure 1.4.3 1
1
1 4
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Figure 1.4.4 1 8
S
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Clic1 Clic1!ere !ereto tocreate create ne$ ne$catalog catalog
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Figure 1.4.8 ' 1 Sa0e Sa0ecatalog catalogin in a a *older5*older *older5*olderproperty property !ould !ould&e &e !ared6 !ared6
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Figure 1.4.19 ' ,
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Figure 1.4.11 ' .
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Enter Enter Cogno Cogno Na#e Na#e pace pace
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Figure 1.4.1' ' 3
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Enter Enterdata&a data&a e eu u er er ignon ignon
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Figure 1.4.1, ' 8
Clic1 !ere to create i#ple report
, 9 Select Selectt!e t!eta&le ta&leand and colu#n colu#n to togenerate generatereport report
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Figure 1.4.14 , 1
Report to pu&li ! on %E;
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Figure 1.4.1. , ,
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Figure 1.4.1/ , . Clic1 Clic1!ere !ereto to Pu&li Pu&li ! !Report Report
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Figure 1.4.13
, 3
Select Selectt!e t!eNe$ Ne$ &o< &o<inde< inde< $!ere $!eret!e t!epu&li pu&li !ed !edreport report $ill $ill&e &e a0ed a0ed , 4
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Figure 1.4.14
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4 9
Copy Copyt!e t!e-R( -R(pat! pat! and andpa pa te teit iton ont!e t!e ;ro$ ;ro$ er er
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Figure 1.4.18 4 1
Enter Entert!e t!eu u er er ignon ignon to tologin login;ro$ ;ro$ er er
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Figure 1.4.'9 4 ,
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Report Reporti i Running Running
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Figure 1.4.'1 4 .
Eie$ t!e report on ;ro$ er
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1.5. Po:e!Play
Cognos Po'erPla! as alread! disc ssed, is sed for %ig%-end anal!sis# Cognos Po'erPla! nli-e Cognos $mprompt does not se t%e concept of catalogs and reports %o'ever, se t%e concept of Models and C "es# C "es are m lti-dimensional str ct res t%at %old t%e data separated from t%e data"ase# 3%e data in t%e data"ase is stored in t%e c "es in all t%e possi"le com"inations# Hence, t%e data retrieval is m c% faster# C "es on an average are more t%an 7:T faster t%an t%e imprompt reports# Cognos C "es also s pport drilling operations and slicing and dicing# 3%e! are more n m"er of vie's +c%art, pie, "ar R, t%at are easier and more comforta"le d ring anal!sis#
1.5.1. ,e##ing S#a!#e(
Cognos c "es are created sing Cognos 3ransformer# C "es can "e vie'ed sing Po'erPla!# $mprompt catalogs %ave t%e data"ase as t%eir so rce# 2imilarl!, c "es se $@D files as t%eir so rces# $@D stands for $mprompt @ er! Definition <ile# E st li-e imprompt reports read from t%e catalog transformer reads data t%ro g% t%e $@D file to " ild a c "e# Bnce a c "e is " ilt it is no longer dependent on eit%er t%e data"ase or catalog or t%e $@D file# $@D files are generated from Cognos imprompt # $@D files contain onl! definitions i#e# %o' t%e data %as to "e retrieved t%ro g% t%e catalogs and logical data"ases# 3%e follo'ing pict re demonstration s%o's saving a report as an $@D file#
Figure 1...1.1 1
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Sa0ing a report a an ">) *ile
Cognos 3ransformer is t%e environment 'e create a c "e# $nitiall!, 'e create a model# We t%en specif! o r dimensions, meas res, %o' eac% dimension is related to t%e ot%er, dimension map and t%en create a c "e# $n t%e e*ample disc ssed %ere, 'e create a c "e for a sales sc%ema#
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1.5.-. C!ea#ing a Mo(el
A model and c "e are analogo s to a program so rce code and t%e "inar! e*ec ta"le created once t%e program is completed# Bnce a "inar! e*ec ta"le is prepared it is eno g% to e*ec te t%e "inar! file to 'or- 'it% it# We no longer need t%e so rce code# Ho'ever, 'e need t%e so rce code if 'e 'ant to do an! modifications to t%e "inar! file# 2imilarl!, 'e create a model file, specif! t%e dimensions, meas res and dimension map in it and t%en create a c "e# Data from t%e data"ase gets added to t%ese d ring t%e c "e creation process# Bnce a c "e is created !o no longer need a model nless ntil !o 'ant to do some modifications to t%e c "eAs str ct re or pdate t%e data in t%e c "e# /o can vie' t%e reports, drill p and drill do'n, slice and dice sing 'it% t%e c "e itself# Figure 1...'.1 1
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Creating a Model
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Figure 1...'.' 4 Gi0e Gi0ea ana#e na#eto to t!e t!edata data ource ource Select Selectt!e t!e ource ourcetype type to to&e &eImpromptu ImpromptuQuery Query Definition Definition
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Creating a Model 5contd6
Figure 1...'., 3
Pro0ide Pro0idea au u erna#e erna#eand andpa pa $ord $ord to toconnect connectto tot!e t!edata&a data&a e e
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Isola#ion "e)els
Read -nco##itted( Ma-es c%anges made "! ot%er transactions immediatel! availa"le to a transaction#
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Read Co##itted( Allo's a transaction access onl! to ro's t%at %ave "een committed "! ot%er transactions# Cur or Sta&ility( Pro%i"its ot%er transactions from pdating t%e ro' on '%ic% a transaction is positioned# Reproduci&le Read( 1ns res t%at ro's selected or pdated "! a transaction 'ill not "e c%anged "! anot%er transaction ntil t%e first transaction is complete# P!anto# Protection( Pro%i"its access "! a transaction to ro's inserted or deleted since t%e start of t%e transaction# SerialiDa&le( 1ns res t%at a set of transactions e*ec ted conc rrentl! prod ce t%e same res lt as if t%e! 'ere performed se& entiall!#
Di2ension Ma&
Dimension map is ver! cr cial for drill operations# Dimension map defines %o' one can drill p or drill do'n t%ro g% several dimensions# /o can %ave an! n m"er of levels in t%e dimension map# Figure 1...'.4
O& O& er0e er0et!e t!edi#en di#en ion ion#ap. #ap.7ou 7oucan can drill drill*ro# *ro#region region to to u& u®ion region and and to tocountrie countrie . .Si#ilarly+ Si#ilarly+you youcan candrill drill *ro# *ro#categorie categorie to to u& u&categorie categorie to to product product
O& O& er0e er0et!e t!eCountry Country") ")in in t!e t!edi#en di#en ion ion#ap. #ap."t "t !ould !ould&e &ecountry countryna#e na#e
O& O& er0e er0et!e t!e#ea #ea ure ure . . Prod Prod") ")and andCu Cu tt") ")are arenot not #ea #ea ure ure &ut &utare are elected elected in inAuto AutoDesign Designproce proce
$f !o %ave selected 4 n Auto )e ign option d ring t%e 0e' Model Wizard, transformer a tomaticall! creates a dimension map and a list of meas res for !o # 1ven t%o g% transformer anal!zes t%e data "efore creating a dimension map and t%e list of meas res, man! a time t%e! ma! not "e totall! acc rate# /o can o"serve in t%e a"ove fig re, t%at even t%o g% Prod ") and Cu t ") are not meas res, Auto )e ign selects t%em# 2imilarl!, Country ") is selected instead of Co ntr! 0ame in t%e Dimension Map# Creating and 'or-ing 'it% t%e dimension map 'ill "e t%e topic of t%e ne*t section#
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1.5./. Wo!1ing :i#$ Di2ension Ma&
1.5./.1. C!ea#ing a Regula! Di2ension
Figure 1...,.1.1 1 ' Pro0ide Pro0idea ana#e na#e
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1.5./.-. C!ea#ing a Ti2e Di2ension
Figure 1...,.'.1 1 '
Pro0ide Pro0idea ana#e na#e
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1.5.0. Diag!a2
Diagram s%o' !o t%e str ct re of %o' t%e drill p and rill do'n operations 'ill "e done once !o create a c "e# $t s%o's !o t%e levels of t%e dimensions in t%e dimension map 'it% t%e data# Figure 1...4.1 1
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1.5.5. C!ea#ing a Cu+e
Figure 1.....1 1
Creating a Cu&e
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4 O& er0e t!e Cu&e na#e in Power Cubes %indo$
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Figure 1.....' .
A*ter t!e creation o* t!e Cu&e+ Tran *or#er !ould loo1 li1e t!i
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1.5.;. Cognos Po:e!&lay
Cognos Po'erPla! is '%ere 'e vie' t%e c "es 'e generated t%ro g% 3ransformer# Cognos Po'erPla! lets !o drill, slice and dice t%e data# 3%e follo'ing pict re presentations disc ss several iss es in Po'erPla!# Figure 1.../.1 1
' Cu&e Cu&edata data )i#en )i#en ion ion#ap #ap
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Figure 1.../.' '
)rilling )rillingdo$n do$n*ro# *ro# t!e Quarter t!e Quarter ,
)rilling )rillingdo$n do$n*ro# *ro# t!e t!e!ont" !ont" 4
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1.5.=. AnalyAing #$e Da#a
Figure 1...3.1 1
-e et!e t!eDimension Dimension!ap !apto to c!ange c!anget!e t!eMea Mea ure ure
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AnalyDing t!e data
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Figure 1...3.' 1 )ata &e*ore $apping ro$ & colu#n
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AnalyDing t!e data 5contd6
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1.5.>. Mul#i-(i2ensional Vie:s o. (a#a
Figure 1...4.1
Cro
ta& report
Pie c!art
Multi )i#en ional Eie$
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Figure 1...4.'
,) ;ar
Si#ple ;ar
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Multi )i#en ional Eie$
Figure 1...4.,
Clu tered ;ar
Multi )i#en ional Eie$
Stac1ed ;ar
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Figure 1...4.4
Single (ine
Multi )i#en ional Eie$
Multi (ine
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Figure 1...4..
Scatter
Correlation 5dept!6
Multi )i#en ional Eie$
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Figure 1...4./
Multiple 0ie$ at t!e a#e ti#e
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1.5.B. Ran1ing #$e Da#a
4an-ing adds a ran- categor! to !o r report t%at s%o's ran- ordinals# Categories are ran-ed "! t%eir val e in a specific ro' or col mn# 3%e ran- res lts can "e nsorted, meaning t%at t%e! are not in n merical order or t%e! can "e sorted in ascending or descending order# <or e*ample, '%en !o ran- prod cts "! t%eir val e in t%e 4even e categor!, Po'erPla! for Windo's adds a ran- col mn to t%e report t%at s%o's '%at place eac% prod ct came in# $f !o 'ant to see t%e top ten reven e generating prod cts, !o m st sort t%e ran- categor! to arrange it in n merical order# $n 1*plorer reports, t%e la"el and val es of t%e ran- categor! are italicized# 3%e italic formatting is removed '%en !o s'itc% to a 4eporter report# W%en ran-ing, !o can determine '%et%er t%e %ig%est or lo'est val e in a categor! receives a ran- of 1# /o can also c%oose t%e n m"er of top or "ottom res lts to vie', and a tomaticall! re-ran- categories '%enever a report c%anges# 3%is te*t contains proprietar! information '%ic% is protected "! cop!rig%t# All rig%ts are reserved# 0o part of t%is doc ment ma! "e p%otocopied, reprod ced, or translated into anot%er lang age 'it%o t t%e prior 'ritten consent of Cognos $ncorporated# Figure 1...8.1 1 '
Speci*y Speci*yran1ing ran1ing le0el le0el Speci*y Speci*y A cending A cendingor or )e )e cending cending order order O& O& er0e er0et!e t!e ran1ing ran1ingro$ ro$ ,
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Ran1ing t!e data
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-. Cognos Re&o!#Ne#
-.1. '!a2e:o!1 Manage!
<rame'or- Manager is an application t%at r ns in Microsoft Windo's and provides a model development environment# A model in <rame'or- Manager is a " siness presentation of t%e str ct re of t%e data from one or more data"ases# A model descri"es data o"?ects, str ct re, and gro ping, as 'ell as relations%ips and sec rit!# W%en !o 'or- in <rame'or- Manager, !o 'or- in a pro?ect# A pro?ect contains a model, namespaces, data so rces, and pac-ages# After !o define a <rame'or- Manager pro?ect and namespace, !o can p "lis% a pac-age containing metadata information to t%e 4eport0et server for se "! a t%ors and & er! sers# After a pac-age is p "lis%ed to t%e 4eport0et server, a report a t%or can se t%e model to create reports and & eries in t%e 4eport0et server r n-time environment# W%ile 'e tend to se t%e term model regarding metadata, for 4eport0et, a model refers to t%e metadata after it %as "een p "lis%ed to t%e 4eport0et server# .sers of <rame'or- Manager 'ill interact 'it% pro?ects, namespaces, and pac-ages# 3%e! 'ill create & er! s "?ects to represent metadata to report a t%ors# @ er! s "?ects are t%e most important o"?ect for modelers# $n con? nction 'it% relations%ips, !o s "?ects to " ild t%e & eries t%at get t%e ans'ers !o 'ant# se & er!
@ er! items are t%e most important o"?ect for report a t%ors# @ er! items ave more properties t%an & er! s "?ects# 3%ese properties are '%at t%e report a t%ors se to " ild t%e reports t%e! 'ant#
P!o9e #s
A pro?ect is a set of models, pac-ages, and related information for administration, and for s%aring model information# Bften a single pro?ect 'ill span man! more data"ases or ta"les t%an an! set of sers re& ires access to#
Mo(els
A model is a set of related & er! s "?ects, and ot%er o"?ects# 3%e <rame'or- Manager model is a metadata la!er t%at adds val e to a & er! data"ase in several 'a!s# Most importantl!, it provides a " siness presentation of t%e information in t%e data"ase to report a t%ors and & er! sers to simplif! t%e " ilding of reports and & eries# 3%e " siness presentation ta-es several forms(
Brganization of data items in folders t%at represent " siness areas for reporting <ormatting of data items 'it% n meric, c rrenc!, date, time, and ot%er formats Presentation of m ltiling al folder and item names, description, tips, and data so t%at sers can operate in t%eir lang age of c%oice A tomation of t%e generation of 2@) & eries sent to t%e data"ase 2pecification of defa lt prompting# 3%is can incl de %aving 4eport0et prompt t%e ser 'it% a descriptive name for ease of se '%ile act all! filtering on a code or -e! val e for improved & er! performance#
/o can modif! t%e <rame'or- Manager model to ens re t%at & eries sent to t%e data"ase are efficient, 'ellformed, and sec re# 3%e <rame'or- Manager modeler can do t%e follo'ing(
2pecif! t%e r les governing & er! generation 4estrict ser access to specific ro's or col mns of data Model data relations%ips to %ide t%e comple*it! of data from report a t%ors
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Figure '.1.1 1
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Select Selectt!i t!i option option to tocreate createa a pro=ect pro=ect
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Figure '.1.' , Enter EnterPro=ect Pro=ect na#e na#eand and location location
4 Select Selectt!e t!e re:uired re:uired language language
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Select Selectt!e t!e ource ourcetype type
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Figure '.1., /
Enter EnterNa#e Na#e5any6 5any6 *or *oryour your ource ource
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Figure '.1.4 4 Enter Entert!e t!e data&a data&a e ena#e na#e
-e et!i t!i to tote te tt t!e u er t!e u er
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Figure '.1.. 1 9
Select Selectt!e t!eta&le ta&le *or *or i#porting i#portingt!e t!e #etadata #etadata
1 1
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Figure '.1./
-e et!i t!i option option*or *orcreating creating and andpu&li pu&li !ing !ingt!e t!epac1age pac1age
Enter EnterPac1age Pac1ageNa#e Na#e
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Figure '.1.3
Select Selectt!e t!eTa&le Ta&le you you $ant $antto topu&li pu&li ! !
Select Selectt!e t!eFunction Function et et you you$ant $antto tou ue e
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Figure '.1.4
Select Selectt!e t!eu u er ergroup group
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Figure '.1.8
Pu&li Pu&li !e !e your your pac1age pac1age
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Figure '.1.19
Pro=ect Pro=ect
)ata )ataSource Source O&=ect O&=ect)iagra# )iagra#
Pac1age Pac1age
-e et!e t!e e eoption option to to c!ange t!e propertie c!ange t!e propertie o* o*a acolu#n colu#n
"n "nt!e t!ea&o0e a&o0ee<a#ple e<a#plecu cu to#er@id to#er@idin int!e t!e pro=ect pro=ecti i *act *act&y &yde*ault+ de*ault+ elect electt!e t!ecolu#n colu#n and andc!ange c!angeit itto toattri&ute. attri&ute.
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-.-. Cognos Conne #ion
Cognos Connection is t%e portal to 4eport0et, t%e We"-"ased reporting sol tion# 3%e portal provides a single access point to all corporate data availa"le in 4eport0et# $t provides a single point of entr! to 4eport0et for creating, r nning, vie'ing, sc%ed ling, organizing, and distri" ting reports# /o can se t%e portal to r n reports t%at are availa"le for p "lic vie'ing as 'ell as create reports and edit reports# Cognos Connection also incl des(
P "lic <olders P "lic <olders store s%ared 4eport0et application content, s c% as pac-ages, reports, s%ortc ts, and ?o"s# M! <olders M! <olders store personal 4eport0et content, s c% as reports, s%ortc ts, and ?o"s# Director! 3%e director! selection is sed to specif! 4eport0et data so rces and t%eir associated connections, define gro ps and roles for sec rit! p rposes, and specif! distri" tion lists, contacts, and printers# 2c%ed le Management 2c%ed le Management is sed to manage and monitor c rrent and sc%ed led reports and ?o"s# 2erver Administration 2erver Administration is sed to administer t%e 4eport0et environment, incl ding monitoring dispatc%ers and services, config ring and fine-t ning performance-related parameters, and c stomizing a diting and logging# Deplo!ment Deplo!ment is sed to deplo! 4eport0et applications from one content store to anot%er# 4eport0et is a zero-footprint ser interface t%at ses t%e defa lt "ro'ser config rations provided "! 0etscape and Microsoft#
Re&o!# S#u(io
4eport 2t dio is a We"-"ased application sed "! report a t%ors to design and create professional reports#
4ue!y S#u(io
@ er! 2t dio is a We"-"ased application sed to design, create, and save ad %oc reports#
S#e&s #o o&en #$e Cognos onne #ion
1# 2# 2tart !o r We" "ro'ser# $n t%e address "ar, t!pes t%e .4) s pplied "! !o r administrator, and t%en press 1nter# $f prompted, t!pe !o r logon name, pass'ord, and an! ot%er information re& ired#
$t 'ill open t%e Cognos connection 'e" portal
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-./. 4ue!y S#u(io
Clic- on t%e @ er! 2t dio lin- in t%e Cognos connection portal it 'ill prompt !o to select t%e pac-age#
Clic- on !o r pac-age it 'ill open t%e @ er! 2t dio t%e 'indo' loo-s as s%o'n "elo'
)rag and drop t!e :uery ite# into t!i area to create t!e report > > u u er er y y it it e e # #
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C!ea#e #$e si2&le !e&o!#
2elect t%e & er! items from t%e left pane and se t%e option insert
>uery Studio Tool;ar
Select t!e :uery ite#
A report 'ill "e generated as s%o'n "elo'
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To A&&ly #$e 'il#e! Con(i#ion
2elect t%e col mn on '%ic% !o 'ant to appl! t%e filter condition#
2elect t%e filter
from t%e & er! st dio tool"ar
C!ec1 t!e &o<e to *ilter
Clic- BK
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So!#ing #$e Da#a
2elect t%e sort from @ er! st dio tool"o* to sort in ascending or descending order#
,!ou&ing #$e Da#a
2elect t%e col mn+s, on '%ic% !o 'ant appl! t%e gro p "! condition
Clic- t%e gro p "! option
from t%e @ er! st dio tool"o*
Ran1ing #$e Da#a
2elect t%e col mn on '%ic% !o 'ant to 4an-
Clic- on t%e calc late icon from t%e @ er! 2t dio tool"o* C%oose t%e Anal!tic option in t%e Bperation t!pe
C%oose t%e 4an- from Bperation Drop do'n Men
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1nter t%e val e for ne' item name
Clic- on $nsert !o 'ill see a t%e res lt as s%o'n "elo'
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-.0. Re&o!# S#u(io
3%e 4eport 2t dio +reporting tool, is a part of t%e Cognos 4eport0et 'e" application t%at allo's !o to create ad %oc and " siness reports# 4eport 2t dio lets !o create and manage comple* reports, define la!o ts and st!les, and m c% more# $t offers more fle*i"ilit! in calc lating and in formatting report data# Wit% 4eport 2t dio !o can
A t%or comple* reports sing !o r data# 2ave and re se reports# 4 n reports in a variet! of formats# Print reports# Create report templates# Manage reports#
O&en Re&o!# S#u(io an( Begin a Ne: Re&o!#
At t%e top rig%t of t%e Cognos Connection We" 2ite 'indo', clic- t%e Report Studio lin-# /o s%o ld see t%e Select a pac1age 'indo', similar to t%e follo'ing t%at contains t%e pac-ages !o can se(
Clic- Sale @PGG 4eport 2t dio 'ill open and !o 'ill see a 'indo' similar to t%e follo'ing( $n t%e %elco#e "o*, clicCreate a ne$ report
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1#
3%is "rings p a "o* 'it% a list of la!o t o"?ects !o can se to create !o r report
Clic- )ist to select a list report and clic- OG# /o 'ill see a 'indo' li-e t%e one "elo'(
T$e Re&o!# S#u(io Win(o:
3%e 4eport 2t dio 'indo' contains an $nserta"le B"?ects pane, a Properties Pane, an 1*plorer =ar and a WorArea# A tool"ar a"ove t%e panes allo's !o to carr! o t man! f nctions "! clic-ing an iconD t%ere is also a men "ar at t%e top of t%e 'indo' 'it% a variet! of 4eport 2t dio commands# <ollo'ing is a description of t%e areas of t%e 4eport 2t dio 'indo'(
Inse!#a+le O+9e #s &ane
3%e "n erta&le O&=ect pane at t%e top left of t%e 4eport 2t dio 'indo' contains o"?ects t%at !o add to !o r report# 3%ere are t%ree ta"s in t%is pane(
Bn t%e Model ta" are items, s c% as & er! items, from t%e pac-age !o are sing# Bn t%e @ er! $tems ta" is a description +tree diagram, of t%e & eries !o are creating in !o r report#
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Bn t%e 3ool"o* ta" are ot%er o"?ects !o can add to !o r report li-e te*t, calc lations, %!perlin-s, images, and more#
P!o&e!#ies Pane
3%e Propertie pane at t%e lo'er left of t%e 4eport 2t dio 'indo' lists properties !o can appl! to a given item in a report# /o 'ill 'or- 'it% t%e Propertie pane later in t%is class#
E%&lo!e! Ba!
3%e E<plorer ;ar, t%e vertical "ar at t%e center of t%e 4eport 2t dio 'indo', contains t%ree " ttons(
3%e Page 1*plorer lets !o navigate to a specific report page or prompt page# 3%e @ er! 1*plorer lets !o create or c%ange report & eries# 3%e Condition 1*plorer lets !o 'or- 'it% varia"les#
Wo!1 A!ea
4eport 2t dioAs rig%t pane is t%e Wor- Area, t%e space '%ere !o create !o r reports#
Re&o!# Te!2inology
=efore !o "egin to se 4eport 2t dio, !o s%o ld nderstand t%e terminolog! associated 'it% its reports# 1ac% report %as t'o aspects(
A layou# 4ue!ies
3%e report layout defines !o r reportAs formatting and appearance# =ased on !o r needs, !o r report can contain o"?ects s c% as lists, crossta"s, and c%arts# $t can "e formatted to incl de s c% feat res as color "ac-gro nds, images, dates, and more# /o also %ave control over %o' t%e data appears on m ltiple-page reports# 3%e page in 4eport 2t dio contain t%e o"?ects !o incl de in !o r report# 1ac% page m st %ave a page "od!# $t can also %ave a %eader and footer# 4eport :uerie control t%e data items in !o r report# 3%e simplest & eries are created "! adding report items from t%e pac-age !o are sing# Ho'ever, comple* & eries can contain filters, calc lations, gro ping and more# /o can c%ange t%e & eries 4eport 2t dio creates as 'ell as create c stom & eries#
T$e Re&o!# S#u(io Tool+a!
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A(( Da#a #o a Re&o!#
3%e & er! items !o add to !o r report appear on t%e Model ta& of t%e "n erta&le O&=ect pane in t%e 4eport 2t dio 'indo'# 3o insert a & er! item, !o can eit%er do "le-clic- t%e item or clic- t%e item and drag it into t%e report# /o can se C34)-clic- to insert m ltiple itemsD items 'ill appear in t%e order in '%ic% !o select t%em# A "old "lac- "ar in t%e 'or- area indicates '%ere !o can place & er! items# $n t%e follo'ing e*ercise, !o 'ill create a report t%at s%o's t%e & antit! of eac% prod ct t!pe !o r retailers sold and t%e reven e generated "! t%e sales# 3o do t%is, !o 'ill first add data to !o r report and save it#
A(( Da#a #o a Re&o!# an( Sa)e I#
Bn t%e Model ta" of !o r list report, clic- t%e pl s sign to e*pand t%e C-ST@)"M item# Clic- C-STOMER@NO# Hold do'n t%e CTR( -e!, e*pand t%e PRO)@)"M item and clic- PRO)-CT@NAME# Contin e to %old do'n t%e CTR( -e! and in t%e FACT@TA;(E item, clic- AMO-NT@SO()# Drag t%e selected items to t%e 'or- area and release t%e mo se " tton '%en !o see t%e "old "lac- "ar#
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/o 'ill see a 'indo' li-e t%e one "elo'(
0otice t%at no data appears in t%e report !et# /o m st save and r n t%e report to see t%e data#
0e*t, !o 'ill save !o r report# Bn t%e File men , clic- Sa0e A # /o 'ill see a "o* li-e t%e one "elo'(
$n t%e Na#e "o*, t!pe C-ST@SA(ES@"NFO# Clic- 2ave#
Run #$e Re&o!#
After !o create a report in 4eport 2t dio, !o m st r n it to see t%e act al data# 4eport 2t dio offers a tool to validate t%e report "efore !o r n it to ma-e s re it contains no errors# 3%is 'ill "e important '%en !o develop comple* reports 'it% feat res s c% as calc lations#
Vali(a#e an( Run #$e Re&o!#
$n t%e C-ST@SA(ES@"NFO report, clic- t%e Ealidate tool"ar " tton#
/o 'ill receive a message t%at t%e report is "eing validated, follo'ed "! a "o* indicating '%et%er t%e report specification is valid# Clic- OG to close t%e "o*#
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Bn t%e tool"ar, clic- t%e Run
" ttonAs do'n-arro' and select Run Report 5HTM(6#
/o r res lts 'ill appear in a separate 4eport ;ie'er 'indo' li-e t%e one "elo'# 0ote t%at t%e 'indo' "elo' s%o's a partial listD scroll do'n to see t%e remaining data#
O&#ions .o! Running Re&o!#s
$n t%e previo s e*ercise, !o 'ill %ave noticed five options for r nning !o r report(
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Run Report 5HTM(6
Prod ces a report in H3M) format# $f !o r n !o r report in H3M), !o can clic- t%e 4 n Bptions command and t!pe in t%e Ma*im m 4o's "o* a n m"er for t%e ma*im m n m"er of ro's !o 'ant to see on eac% report page#
Run Report 5P)F6 .se t%is option '%en !o 'ant to print !o r report or save a permanent cop!# 0ote( Ado"e Acro"at 4eader m st "e installed on !o r s!stem for !o to r n !o r report in PD< format# $f !o r n !o r report in PD<, !o can clic- t%e 4 n Bptions command to select t%e o tp t format +PD<,, t%e paper size, paper orientation, and lang age for t%e report# Run Report 5I(S6 .se t%is option to prod ce a report in Microsoft 1*cel# <or limitations associated 'it% t%is option, see PProd cing 4eports in Microsoft 1*cel <ormatQ in t%e 4eport 2t dio Help# Run Report 5CSE6 .se t%e C2; +comma separated val es, option if !o 'ant to save !o r res lts to "e opened in an application li-e Microsoft 1*cel# Run Report 5IM(6 .se t%e OM) +1*tensi"le Mar- p )ang age, option to see an OM) representation of t%e & eries, prompts, la!o ts, and st!les in !o r report#
C!oss#a+ Re&o!#s
A crossta" report s%o's information in s mmar! form# 3%e report still %as ro's and col mns, " t t%e intersection of t%e ro's and col mns s%o's a s mmar! of & antitative information# /o can create crossta" reports in t'o 'a!s(
Create a ne' 4eport 2t dio report, selecting Crossta" from t%e Ne$ "o*# Bpen an e*isting )ist report and se t%e Pi0ot " tton to c%ange it into a crossta"#
Crossta" reports can contain nested data to ma-e it eas! to compare or increase t%e information !o see#
C!ea#e a ne: C!oss-Ta+ Re&o!#
1# Bn t%e 4eport 2t dio tool"ar, clic- t%e Ne$ 'ant to save t%e previo s report, clic- 7e # $n t%e Ne$ "o*, select Cro "elo'( ta& " tton to create a ne' report# $f !o are as-ed if !o
2#
and clic- OG# /o 'ill see a 'indo' 'or- area li-e t%e one
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5# 8# :#
6#
7# >#
9#
Bn t%e Model ta", e*pand t%e T"ME@)"M item "! clic-ing on t%e pl s sign# Clic- CATEGOR7@NAME to select it and drag t%e selection to t%e Colu#n section of t%e 'or- area# W%en !o see t%e "old "lac- "ar a"ove Colu#n , release t%e mo se " tton# Clic- S-;@CATEGOR7@NAME to select it and drag t%e selection to t%e Colu#n section "elo' to t%e CATEGOR7@NAME of t%e 'or- area# W%en !o see t%e "old "lac- "ar a"ove Colu#n , release t%e mo se " tton# 1*pand t%e T"ME@)"M item "! clic-ing on t%e pl s sign# Clic- 7EAR to select it and drag t%e selection to t%e Ro$ section of t%e 'or- area# W%en !o see t%e "old "lac- "ar to t%e left of Ro$ , release t%e mo se " tton# Clic- t%e >-ARTER to select it and drag t%e selection to t%e Ro$ section of t%e 'or- area# W%en !o see t%e "old "lac- "ar to t%e rig%t of t%e 7EAR+ release t%e mo se " tton 1*pand t%e FACT@TA;(E item "! clic-ing on t%e pl s sign# Clic- AMO-NT@SO() to select it and drag t%e selection to t%e Mea ure section of t%e 'or- area# W%en !o see t%e Mea ure area flas% "lac-, release t%e mo se " tton# Clic- on t%e 7EAR, %old do'n t%e CRT( -e! and no' clic- on t%e >-ARTER, CATEGOR7 and S-;@CATEGOR7 $tems from t%e Ro$ and Colu#n of t%e cross-ta" report to select t%e items#
10# .se t%e aggregate option and select total /o 'ill see a 'indo' li-e t%e one "elo'# 2ave and 4 n t%e report#
11# 2ave and 4 n t%e 4eport
C!ea#e a C$a!# Re&o!#
Bn t%e 4eport 2t dio tool"ar, clic- t%e Ne$ $n t%e 0e' "o*, select Crossta" " tton to create a ne' report#
and clic- OG# /o 'ill see a 'indo' 'or- area li-e t%e one "elo'(
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C%oose t%e t!pe of c%art !o 'ant t%en clic- o-# /o 'ill see t%e 'indo's li-e t%is
0o' drag and drop t%e A#ount@ old from FACT@TA;(E to t%e meas res +1, 7ear from t%e T"ME@)"M to t%e categories +2, and Region@na#e from C-ST@)"M to t%e series +5,# 2ave and 4 n t%e 4eport
C!ea#e a Re&ea#e! Re&o!#
Bn t%e 4eport 2t dio tool"ar, clic- t%e 0e' $n t%e 0e' "o*, select Crossta" " tton to create a ne' report#
and clic- BK# /o 'ill see a 'indo' 'or- area li-e t%e one "elo'(
Clic- on t%e 3ool"o* and select ta"le from t%e $nserta"le B"?ects, drag and drop into t%e report
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/o 'ill see a 'indo' as "elo'
Provide t%e val es to t%e 0 m"er of col mns and 0 m"er of ro's as 1 and 6 as s%o'n and clic- OG# /o 4eport 'ill t rn to t%is 'a!
Drag and drop t%e & err! items into t%e report# 3%en save and r n t%e report
C!ea#e a Te2&la#e
/o can create a report template to "e sed for reports specific to !o r department# 3o do t%is, start 'it% a "lanreport and add t%e components !o 'ant ever! report to %ave " t do not add data from t%e model to t%e report# 2ave t%e report# W%en !o 'ant to se t%e template, open it, select 2ave As from t%e <ile men , and name t%e ne' report# 1# 2# Bn t%e 4eport 2t dio tool"ar, clic- t%e Ne$ $n t%e Ne$ "o*, select ;lan1 and clic- OG# " tton to create a ne' report#
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5#
Bn t%e Report Studio men , clic- t%e Page Header & Footer and Footer and clic- OG#
" tton# Clic- t%e "o*es ne*t to Header
8#
Clic- inside t%e Page Header area and in t%e Propertie pane, clicfor t%e ;order propert!# 2et t%e Color to ;lue, t%e Style to Solid (ine and t%e %idt! to 'p< + se t%e p ll-do'n arro' nder t%e Widt% "o* to select p<,# Clic- t%e "ottom "order and clic- OG#
:#
Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Ta&le item and drag it into t%e Page Header area# $n t%e "n ert Ta&le "o*, t!pe ' for t%e Nu#&er o* colu#n and ' for t%e Nu#&er o* ro$ # Ma-e s re t%e Ma<i#iDe $idt! "o* is c%ec-ed#
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6#
Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Te<t "te# and drag it into t%e top-left ta"le cell# $n t%e Te<t "o*, t!pe )ou&leJclic1 to enter Report na#e# Clic- OG
7#
Hig%lig%t t%e te*t !o ? st added and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial, t%e SiDe to 14pt and t%e %eig!t to ;old# Clic- OG#
>#
Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e )ate item and drag it into t%e "ottom left ta"le cell#
9#
Hig%lig%t t%e )ate item and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial and t%e SiDe to 1'pt# Clic- OG#
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10# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e "#age item and drag it into t%e top-rig%t ta"le cell#
11# Clic- t%e "#age item !o ? st added and on t%e "#age Propertie pane, do "le-clic- -R(# 2et t%e "#age -R( to ..K a#ple Ki#age Klogo.=pg and clic- OG#
12# Clic- t%e "ac-gro nd of t%e top-rig%t ta"le cell and in t%e Ta&le Cell Propertie pane, clic- HoriDontal Align#ent# .sing t%e p ll-do'n arro', select Rig!t for t%e alignment#
15# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Te<t "te# and drag it into t%e "ottom-rig%t ta"le cell# $n t%e Te<t "o*, t!pe )ou&leJclic1 to add )epart#ent na#e# Clic- OG# 18# Hig%lig%t t%e te*t !o ? st added and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial, t%e SiDe to 1'pt and t%e %eig!t to ;old# Clic- OG# 0e*t, do "le-clic- Foreground Color and clic- ;lue# Clic- OG# 1:# Clic- t%e "ac-gro nd of t%e "ottom-rig%t ta"le cell and in t%e Ta&le Cell Propertie pane, clicHoriDontal Align#ent# .sing t%e p ll-do'n arro', select Rig!t for t%e alignment# /o r %eader s%o ld loo- li-e as s%o'n
3%is completes t%e Page Header# 0e*t, !o 'ill add a list frame to t%e Page ;ody#
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16# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e (i t item and drag it into t%e page "od!# /o 'ill see a Create L (i t "o* li-e t%e one "elo'(
$n t%e ;a ed on area, ma-e s re Ne$ :uery is selected# Clic- OG# 0e*t, !o 'ill create t%e Page Footer# 17# Clic- inside t%e Page Footer area and in t%e Propertie pane, do "le-clic- ;order# 2et t%e Color to ;lue, t%e Style to Solid (ine and t%e %idt! to 'p< + se t%e p ll-do'n arro' nder t%e Widt% "o* to select p<,# Clic- t%e top "order and clic- OG# 1># Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Ta&le item and drag it into t%e Page Footer area# $n t%e "n ert Ta&le "o*, t!pe ' for t%e Nu#&er o* colu#n and ' for t%e Nu#&er o* ro$ # Ma-e s re t%e Ma<i#iDe $idt! "o* is c%ec-ed# 19# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Te<t "te# and drag it into t%e top-left ta"le cell# $n t%e Te<t "o*, t!pe %il !ire So*t$are Tec!nologie # Clic- OG# 20# Hig%lig%t t%e te*t !o ? st added and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial, t%e SiDe to 14pt and t%e %eig!t to ;old# C%ange t%e foregro nd colo r to *uc!i a Clic- OG# 21# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Hyperlin1 and drag it into t%e top-rig%t ta"le cell# 22# Hig%lig%t t%e !yperlin1 !o ? st added and in t%e Hyperlin1 Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial and t%e SiDe to 19pt and ma-e it to ;old. Clic- OG# Do "le Clic- t%e te*t remove t%e H!perlin- and enter '''#'ils%iresoft#com# Clic- t%e .4) in t%e %!perlin- properties pane and enter %ttp(99local%ost
25# Clic- t%e "ac-gro nd of t%e top-rig%t ta"le cell and in t%e Ta&le Cell Propertie pane, clic- HoriDontal Align#ent# .sing t%e p ll-do'n arro', select Rig!t for t%e alignment# 28# Clic- t%e "ottom-left ta"le cell t%en 2H$<3-clic- t%e "ottom rig%t ta"le cell# <rom t%e Report Studio Ta&le men , select Merge Cell # 2:# Bn t%e "n erta&le O&=ect Tool&o< ta", clic- t%e Page Nu#&er item and drag it into t%e "ottom ta"le cell# 26# Hig%lig%t t%e Page Nu#&er item and in t%e Te<t "te# Propertie pane, do "le-clic- Font# 2et t%e Fa#ily to Arial and t%e SiDe to 19pt# Clic- OG# 27# Clic- t%e "ac-gro nd of t%e "ottom ta"le cell and in t%e Ta&le Cell Propertie pane, clic- HoriDontal Align#ent# .sing t%e p ll-do'n arro', select Center for t%e alignment#
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/o r %eader s%o ld loo- li-e as s%o'n
3%is completes t%e Page Header# 0e*t, !o 'ill add a list frame to t%e Page ;ody# 2># Clic- t%e "ac-gro nd of an! area in !o r report template# Bn t%e Propertie pane, clic- t%e Ance tor " tton and clic- Page#
29# $n t%e Page Propertie pane, do "le-clic- ;order# 2et Color to ;lue, Style to Solid (ine and %eig!t to 1p<# Clic- all 8 "orders on t%e diagram and clic- OG#
50# Bn t%e Report Studio 'indo' File men , clic- Sa0e A # 51# $n t%e 2ave As Na#e "o*, t!pe Te#plate# Clic- Sa0e#
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/o r 3emplete s%o ld loo- as s%o'n
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/. Business O+9e #s
/.1 Su&e!)iso!
= siness o"?ects is !et anot%er B)AP tool most 'idel! sed for B)AP anal!sis# = siness o"?ects is %aving 8 components as s%o'n in t%e fig re t%at follo's( Figure ,.1.1
;u ;u ine ine
O&=ect O&=ect /.. /..
Super0i Super0i or or
)e )e igner igner
;u ;u ine ine
O&=ect O&=ect
%e& %e& "ntelligence "ntelligence
;u ;u ine ine
O&=ect O&=ect
Su&e!)iso!
2 pervisor is a component of = siness B"?ects sing '%ic% 'e create a repositor! and implement sec rit!# We create sers, gro ps, grant or revo-e privileges and implement ot%er sec rit! meas res sing t%e s pervisor#
Designe!
Designer lets !o create t%e so-called -ni0er e# A niverse in " siness o"?ects is analogo s to catalogs in Cognos $mprompt # Wit%in t%e niverse, 'e specif! classes# B"?ects, lin-s, relations, ?oins, aliases and conte*ts to ma-e s re t%at t%e data 'e get in o r reports are properl! integrated#
Business O+9e #s ?BO@
= siness B"?ects is '%ere 'e act all! create reports, drill p and do'n, slice and dice and perform anal!sis on t%e data retrieved t%ro g% t%e .niverse#
We+ In#elligen e
We" $ntelligence allo's !o to access, anal!ze, and s%are reports on corporate data over intranets and e*tranets# We" $ntelligence is installed on a 'e" server on !o r corporate net'or-#
/.1.1. Un(e!s#an(ing #$e Re&osi#o!y
$t is $nformatica t%at 'e remem"er '%en 'e tal- of repositor!# Ho'ever, repositor! in = siness B"?ects is far different from t%e repositor! in $nformatica# 4epositor! in = siness B"?ects is re& ired to r n t%e = siness B"?ects# = siness B"?ects store ver! vital information 'it% in t%e repositor!# Again, repositor! is a set of data"ase ta"les# 2o, 'e need to create a data"ase ser and t%en associate t%is ser 'it% t%e repositor!# 3%e ta"les t%at constit te t%e repositor! can "e divided into t%e follo'ing T!ree Domains(
Se u!i#y Do2ain
2ec rit! domain is t%e set of ta"les t%at contain t%e sec rit! information of all t%e sers e*cept t%e 2 pervisor# 2 pervisor is analogo s to t%e Administrator# 2 pervisor details are saved in a file called ;OMain.Gey# 3%is file is encr!pted and saved in = siness B"?ectsA proprietar! format# $t is in nreada"le format# 3%is file resides in t%e director! '%ere = siness B"?ects %as "een installed# 2ec rit! domain consists of t%e ser names, pass'ords +encr!pted,, last logon, login validit!, gro p detailsR
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Uni)e!se Do2ain
.niverse domain is '%ere sers can s%are t%e niverses "! e*porting t%em in to t%e repositor!#
Do u2en# Do2ain
Doc ment Domain li-e .niverse domain is '%ere sers can s%are t%eir = siness B"?ects doc ments "! e*porting and importing t%em to9from t%e repositor!#
Figure ,.1.1.1 1
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Figure ,.1.1.' '
Creating a repo itory
,
T!i i t!e login creen *or Super0i or. ;ecau e+ t!ere i no u er created till no$+ clic1 Admin 4
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Figure ,.1.1.,
.
Select Run a )e*ault "n tallation
Creating a repo itory 5contd6
/
"nput a Super0i or
Pro0ide a co#pany na#e
"nput a pa
$ord
3
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Figure ,.1.1.4 4
8
Select data&a e type in $!ic! t!e repo itory i to &e created
19
Pro0ide data&a e u er na#e+ pa $ord and connect tring t!at $e already created
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Figure ,.1.1.. 11
1'
"ndicate t!at ;u ine O&=ect i a&le to connect to t!e data&a e
1,
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Figure ,.1.1./ 14
1.
Repo itory i created ucce *ully
1/
1/
T!i creen create ;OMain.Gey *ile
13
Repo itory+ ;OMain.Gey !a &een ucce *ully created and Super0i or !a &een con*igured
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/.1.-. ,e##ing S#a!#e(
$mmediatel! after !o create t%e repositor! !o 'ill "e a tomaticall! logged in# %o'ever, for !o r convenience, login screen is "eing again s%o'ed %ere# 3%en, 2 pervisor displa!s a 'arning message t%at indicating t%at !o s%o ld not forget !o r pass'ord# Figure ,.1.'.1 1
"nput t!e - erna#e and Pa $ord in t!e (ogin Screen
'
,
Create Group and - er
Pri0ilege *or t!e elected u er
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Figure ,.1.'.' 4
Pri0ilege can &e et !ere
Co##and Set i.e. group o* pri0ilege
We can create different sers and gro ps in 2 pervisor# 1ac% ser can in%erit t%e privileges from t%e respective gro p# We can set t%e privileges separatel! for t%e follo'ing tools(
2 pervisor Designer = siness B"?ects = siness @ er! We" $ntelligence
Wit%in t%ese tools, !o can set privileges for several actions# 1ac% action can %ave an! one of t%e follo'ing privilege(
Ena&ledM grants access to t%e specified reso rce9action )i a&ledM revo-es access to t%e specified reso rce9action "n!eritM in%erits t%e sec rit! from t%e respective gro p HiddenM %ides t%e reso rce9action from t%e ser, so t%at t%e ser never -no's t%at s c% an action do e*ists in = siness B"?ects
Do "le clic- an! of t%e reso rces on t%e rig%t %and side to set privileges to t%em# <ollo'ing is t%e overvie' of valid reso rces9actions to '%ic% privileges can "e set for different tools# Man! of t%ese can "e 'ell nderstood as 'e proceed f rt%er section "! section# 3%e ta"les t%at follo' are %ere to provide a glance of sec rit! t%at can "e implemented in " siness o"?ects#
Su&e!)iso!
Con*iguration C%ange profile Connection )ets !o specif! '%et%er t%e ser can c%ange %is profile or not +li-e c%anging pass'ordR,
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Create9edit connection ;ie' all connections )ocu#ent Delete doc ment Delete list of val es Mi cellaneou 1*port niverse 1*port sers9gro ps $mport niverse $mporting sers9gro ps Tool C%ange login name Modif! pass'ord -ni0er e Delete niverse Disa"le9ena"le niverse - er and group Add to gro p Create gro p Create ser Delete gro p Delete ser Disa"le9ena"le ser Manage timestamps
)ets !o create or remove logical connections to t%e data"ase )ets !o %ave a glance at t%e e*isting logical data"ase connections Delete a doc ment e*ported in to t%e repositor! Delete t%e list of val es associated 'it% eac% col mn 1*porting niverses in to t%e repositor! to s%are "et'een sers 1*porting sers and gro ps along 'it% t%eir privileges $mporting t%e niverse t%at 'as previo sl! e*ported $mporting t%e sers and gro ps along 'it% t%eir privileges )ogo t c rrent ser and login as a different ser 'it%o t e*iting C%ange pass'ord Delete a previo sl! e*ported niverse Disa"le or ena"le access to t%e selected niverse Adding a ser to a gro p Creating a gro p Creating a ser Deleting an e*isting gro p Deleting an e*isting ser Disa"ling or ena"ling a ser 2pecif!ing t%e timestamps "et'een '%ic% t%e ser ma!9ma! not "e a"le to login on a given da!+s,
4emove ser from gro p 4emoving a ser from a given gro p 4ename ser9gro p 4enaming t%e ser and9or gro p
Designe!
Connection Create9edit connection ;ie' all connections Mi cellaneou C%ec- integrit! 4efres% str ct re 3a"les Tool C%ange login name C%ange pass'ord -ni0er e
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)ets !o create or remove logical connections to t%e data"ase )ets !o %ave a glance at t%e e*isting logical data"ase connections C%ec-ing t%e integrit! of t%e ta"les and ?oins 'it%in t%e niverse 4efres%ing t%e str ct re from t%e data"ase inserting9removing ta"les from data"ase and niverse respectivel! )ogo t c rrent ser and login as a different ser 'it%o t e*iting C%ange pass'ord
DWH - = siness B"?ects
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1*port niverse $mport niverse Creating niverse Bver'riting niverse
1*port t%e niverse in to t%e repositor! $mporting t%e niverse from t%e repositor! Creating a ne' niverse Preventing from over'riting an e*isting niverse
Business O+9e #s
Analy i Wor- in drill mode Wor- in slice and dice )ocu#ent Conditional formatting Create doc ments Creating templates Cop! to clip"oard 1*port to e*ternal format Print doc ments 4efres% doc ments 2ave doc ments Free !and S>( 1dit free %and 2@) .se free %and 2@) Mi cellaneou ;ie' all sers Per onal data *ile .se personal data files >uery tec!ni:ue 1dit list of val es .se list of val es Tool C%ange login name C%ange pass'ord )ogo t c rrent ser and login as a different ser 'it%o t e*iting C%ange pass'ord Modif!ing t%e list of val es .sing t%e list of val es .sing t%e flat files d ring report generation ;ie' t%e list of all sers availa"le 1dit t%e & er! 2@) generated "! = siness B"?ects Writing !o o'n 2@) & er! <ormat cell val es "ased on t%e conditions Create a ne' = siness B"?ects Doc ment Creation of templates Cop!ing contents in to t%e clip"oard 1*porting t%e doc ments as 'e" pages Printing t%e reports 4efres% t%e reports from t%e data of data"ase 2aving t%e reports created9modified Perform t%e drill p and drill do'n operations Perform t%e slice and dice operations
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/.1./. C!ea#ing a ,!ou&
Figure ,.1.,.1 1 '
Pro0ide na#e to t!e Pro0ide na#e to t!e Group Group
Creating a Group
/.1.0. C!ea#ing a Use!
3%is section deals 'it% creating a ne' ser and adding %im to t%e gro p Cro pJ1, t%e gro p t%at 'e ? st created# 3%is section also deals 'it% setting preliminar! properties for t%e sers# Advanced privileges can "e set "! selecting t%e ser and do "le clic-ing t%e respective categor! in t%e rig%t %and side# 3%e privileges t%at can "e set 'it% t%eir meanings %ave "een ta" lated in t%e section 12#1 Figure ,.1.4.1 1 '
Creating a - er
Pro0ide na#e to t!e - er
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Figure ,.1.4.' ,
- er Na#e -er na#e
Set Pa
$ord
(et (ett!e t!eu u er erc!ange c!ange !i !i pa pa $ord $ord$!en $!en!e !e log in *or t!e *ir log in *or t!e *ir ttti#e. ti#e.
4
A0aila&le A0aila&legroup group
Group Group in in$!ic! $!ic! t!i t!i u u er eri i a a #e#&er #e#&er
.
O& O& er0e er0et!e t!e group groupna#e na#e
Creating a u er 5contd6
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Figure ,.1.4., /
7ou can add a #any ti#e ta#p a re:uired
Speci*y t!e date and ti#e &et$een $!ic! t!e u er i to &e allo$ed and clic1 Add NN
3
)et s sa!, 'e %ave a ser '%o %as to "e permitted to login onl! for one mont%, t%at too "et'een 10(00 AM and :(00 PM and %e s%o ld also "e a"le to login in 2eptem"er of t%is !ear, 'it%o t an! time restrictions# $n s c% a case !o can add t'o time stamps( first one for one mont% access and t%e ot%er for access in 2eptem"er#
#
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/.1.5. Ena+ling8(isa+ling Con.igu!a#ion
We can ena"le or disa"le config ration to a partic lar ser# 3o do t%is, ? st select t%e ser, rig%t clic- t%e component +viz# 2 pervisor, DesignerR, and clic- Disa"le91na"le Config ration# /o can o"serve t%e 4ed Cross mar- if t%e config ration %as "een disa"led#
/.1.;. Use! P!o.iles
We can set profiles +privileges, to t%e sers, so t%at .sers can access specific components of = siness B"?ects# 3%e availa"le profiles are listed "elo'(
P!o.ile
Ceneral 2 pervisor 2 pervisor 2 pervisor-designer Designer .ser ;ersatile Figure ,.1./.1
P!o(u #s Use! an A ess
All = sinessB"?ects prod cts 2 pervisor, = sinessB"?ects 2 pervisor, Designer, = sinessB"?ects Designer, = sinessB"?ects = sinessB"?ects An! com"ination of prod cts defined "! a s pervisor
)e*ault pro*ile type i - er. %e can et t!e re:uired pro*ile type to any - er.
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/.-. Designe!
/.-.1. ,e##ing S#a!#e(
Designer is a = siness B"?ects mod le sed "! niverse designers to create and maintain niverses# .niverses are t%e semantic la!er t%at isolates end sers from t%e tec%nical iss es of t%e data"ase str ct re# .niverse designers can distri" te niverses to end sers "! moving t%em as files t%ro g% t%e file s!stem, or "! e*porting t%em to t%e repositor!#
/.-.-. Un(e!s#an(ing #$e Uni)e!se
Uni)e!se
A niverse is a " siness-oriented mapping of t%e data str ct re fo nd in data"ases( ta"les, col mns, ?oins, etc# $t can represent an! specific application, s!stem, or gro p of sers# <or e*ample, a niverse can relate to a department in a compan! s c% as mar-eting or acco nting# $n t%e = siness B"?ects .ser mod le, niverses ena"le end sers to " ild & eries from '%ic% t%e! can generate and perform anal!sis# .niverses isolate end sers from t%e comple*ities of t%e data"ase str ct re as 'ell as t%e intricacies of 2@) s!nta*#
Classes
A class is a logical gro ping of o"?ects 'it%in a niverse# $n general, t%e name of a class reflects a " siness concept t%at conve!s t%e categor! or t!pe of o"?ects# <or e*ample, in a niverse pertaining to % man reso rces, one class mig%t "e 1mplo!ees# A class can "e f rt%er divided into s "classes# $n t%e % man reso rces niverse, a s "class of t%e 1mplo!ees class co ld "e Personal $nformation# As designer, !o are free to define %ierarc%ies of classes and s "classes in a model t%at "est reflects t%e " siness concepts of !o r organization#
O+9e #s
An o"?ect is t%e most refined component in a niverse# $t maps to data or a derivation of data in t%e data"ase# .sing o"?ects, end sers can " ild & eries to generate reports# 3%e name of an o"?ect s ggests a concept dra'n from t%e terminolog! of a " siness or discipline# <or a % man reso rces manager, o"?ects mig%t "e 1mplo!ee 0ame, Address, 2alar!, or =on s, '%ile for a financial anal!st, o"?ects mig%t "e Profit Margin, 4et rn on $nvestment, etc# <or t%e p rposes of m ltidimensional anal!sis, o"?ects are & alified as one of t%ree t!pes( dimension, detail, or meas re#
Di2ension
A dimension is an o"?ect "eing trac-ed in m ltidimensional anal!sisD t%e s "?ect of anal!sis# Dimensions are organized in to t%e %ierarc%ies#
De#ail
An o"?ect & alified as a detail provides descriptive data a"o t a dimension# A detail o"?ect cannot "e sed in t%e drill do'n anal!sis#
Measu!e
Meas re is an o"?ect t%at is derived from an aggregate f nction# $t conve!s n meric information "! '%ic% a dimension can "e meas red#
Designing a uni)e!se
3%e design met%od consists of t'o ma?or p%ases( D ring t%e first p%ase, 'e create t%e nderl!ing data"ase str ct re of !o r niverse# 3%is str ct re incl des t%e ta"les and col mns of a data"ase and t%e ?oins "! '%ic% t%e! are lin-ed# We ma! need to resolve loops '%ic% occ r in t%e ?oins sing aliases# We can concl de t%is p%ase "! testing t%e integrit! of t%e overall str ct re# D ring t%e second p%ase, 'e can proceed to en%ance t%e components of !o r niverse# We can also prepare certain o"?ects for m ltidimensional anal!sis# As 'it% t%e first p%ase, 'e s%o ld test t%e integrit! of o r niverse
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str ct re# We ma! also 'is% to perform tests on t%e niverses 'e create from t%e = siness B"?ects .ser mod le# <inall!, 'e can distri" te o r niverses to sers "! e*porting t%em to t%e repositor! or via o r file s!stem# <or a niverse "ased on a simple relational sc%ema, Designer provides >uic1 )e ign, a 'izard for creating a "asic !et complete niverse# We can se t%e res lting niverse immediatel!, or 'e can modif! t%e o"?ects and create comple* ne' ones# $n t%is 'a!, 'e can grad all! refine t%e & alit! and str ct re of o r niverse#
/.-./. C!ea#ing a Uni)e!se
1ver! time, 'e log in, Designer prompts for a t%entication# Bne 'e are a t%enticated, Designer displa!s t%e @ ic- Design 'izard# 3%is 'izard can "e sed to create a niverse# 3%e follo'ing pict re presentation demonstrates creation of a niverse t%ro g% @ ic- Design# Figure ,.'.,.1 1
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Pro0ide a logical na#e to t!e uni0er e
Select a data&a e connection
Creating a -ni0er e
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Figure ,.'.,.' ,
Select ta&le and clic1 Add$$
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O& er0e t!e tic1 #ar1 *or t!e ta&le t!at are i#ported O& er0e t!e ta&le i#ported a Cla e
Creating a -ni0er e 5contd6
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Figure ,.'.,., .
O& er0e t!e aggregate *unction O& er0e t!e #ea ure
Select t!e #ea ure and drag and drop t!e# a o&=ect .
/
Creating a -ni0er e 5contd6
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Figure ,.'.,.4 3 -ni0er e+ a it appear in )e igner
Figure ,.'.,.. 1 '
Select ta&le
"n erting Ne$ ta&le
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/.-.0. Wo!1ing :i#$ Classes an( O+9e #s
Figure ,.'.4.1 1 1 ''
Pro0ide Pro0ideaana#e na#e
Ta&le are treated a Cla e
, O& O& er0e er0et!e t!e cla cla na#e na#e . 4
Pro0ide a na#e Colu#n are treated a o&=ect
Creating a cla
and o&=ect
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/.-.5. <oins 3 Ca!(inali#ies
Figure ,.'...1 1
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Select Selectre:uired re:uired=oin =oin
,
O& O& er0e er0et!e t!e =oin =oin in in erted erted
Coin & Cardinalitie
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Figure ,.'...' 1
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O& O& er0e er0et!e t!e cardinality cardinalityo* o* t!e t!e=oin =oin Coin & Cardinalitie 5contd6
/.-.;. "oo&s 3 Aliases
"oo&s
A loop is a sit ation t%at occ rs '%en more t%an one pat% e*ists from one ta"le to anot%er# )oops res lt in am"ig it! in t%e design of a niverse# Designer ena"les !o to identif! loops in one of t'o 'a!s( /o can r n t%e C%ec- $ntegrit! f nction, '%ic% indicates t%e e*istence of an! loops# B4 /o can select t%e Detect )oops command from t%e 3ools men # $f t%ere are loops, t%e )oop Detection vie'er appearsD it indicates t%e ?oins ca sing a loop# /o can t%en se aliases to resolve t%e loops in !o r niverse#
Aliases
An alias is a logical pointer to an alternate ta"le name# 3%e p rpose of an alias is to resolve loops in t%e pat%s of ?oins# $n some cases, more t%an one alias ma! "e necessar! for a given ta"le# As !o create aliases, Designer ma! prompt !o to create ot%er aliases# 3%is occ rs '%en t%e ne' aliases res lt in t%e need for additional aliasesD in ot%er 'ords, creating s c% aliases entails t%e propagation of ot%er aliases# $n s c% a sit ation, t'o options are availa"le to !o ( /o can ca se onl! t%e first ta"le proposed to "e aliased B4 /o can alias all t%e ta"les listed +i#e# propagate t%e aliases,# Designer displa!s an alias in t%e 2tr ct re pane as a ta"le# $t lin-s an aliased ta"le to e*isting ta"les, re-arranging ?oins, as necessar!#
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Con#e%#s
A conte*t is a r le "! '%ic% Designer can decide '%ic% of t'o pat%s to c%oose '%en more t%an one pat% is possi"le from one ta"le to anot%er# Conte*ts can "e sed to resolve loops in t%e niverse# /o can create conte*ts man all!, or ca se t%em to "e detected "! Designer# W%en conte*ts are sef l, Designer s ggests a list of conte*ts t%at !o can create# Figure ,.'./.1 1
)etect )etectt!e t!eloop loop
'
O& O& er0e er0et!e t!eloop loop
(oop & Alia e
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Figure ,.'./.' ,
4 Rig!t Rig!tclic1 clic1any anyta&le ta&le participating participatingin int!e t!e loop loopand andclic1 clic1Insert Insert Alias% Alias%
.
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A loop t!at i re ol0ed &y an Alia
(oop & Alia e 5contd6
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/.-.=. C$e 1ing #$e In#eg!i#y o. #$e Uni)e!se
3%e C%ec- $ntegrit! command in 3ools men c%ec-s t%e validit! of t%e active niverse incl ding its str ct re, ?oins, cardinalities, o"?ects, conte*ts, and conditions# $t can also detect '%et%er t%ere are an! loops# /o can c%ec- t%e entire niverse or onl! certain of its components# W%en Designer %as completed c%ec-ing t%e integrit! of t%e niverse, it displa!s an $ntegrit! C%ec- 4es lts dialog "o*# Figure ,.'.3.1 1 '
Select Selectt!e t!e appropriate appropriatec!ec1 c!ec1 &o<e &o<e
,
O& O& er0e er0et!e t!e re re ult ult
C!ec1ing t!e "ntegrity
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/.-.>. Hie!a! $ies
Hierarc%ies are t%e ordered series of dimensions for m lti-dimensional anal!sis# Hierarc%ies command in t%e tool men displa!s t%e Hierarc%ies 1ditor t%at lets !o set p %ierarc%ies and dimension o"?ects# =! doing t%is, !o ena"le end sers to drill p or do'n '%en performing m ltidimensional anal!sis# Figure ,.'.4.1
1
' a. a.Clic1 Clic1!ere !ereto tocreate createa a ne$ ne$!ierarc!y. !ierarc!y.
&. &.)rag )ragand anddrop dropt!e t!e colu#n colu#n accordingly accordingly
Hierarc!ie
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/.-.B. Pa!a2e#e!s
Designer offers a n m"er of options t%at let !o control t%e se of s!stem reso rces# Figure ,.'.8.1 1 '
%e can et control )e*ault no.o* ro$ in report Report e<ecution ti#e
,
7ou can c!ec1 o#e >uery tec!ni:ue & re trict Carte ian product
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/.-.1C. Con(i#ions
Displa!s t%e conditions !o set on t%e o"?ect to '%ic% !o 'ant to assign a list of val es# Figure ,.'.19.1 1 ' Pro0ide Pro0ide condition conditionna#e na#e
,
4
Select a colu#n operator and pro0ide 0alue
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/.-.11. Sa)ing Uni)e!se
/o can set save and file s%aring options for niverses# Figure ,.'.11.1 1
'
%!ile %!ile a0ing a0ing uni0er uni0er e eyou youcan can elect electt!e t!eoption option
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7ou 7oucan can a0e a0euni0er uni0er e e in*or#ation in*or#ationin inpd* pd**ile *ile
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/./. Business O+9e #s
= siness o"?ects is t%e component '%erein 'e create doc ments in '%ic% t%e anal!sts perform drill operations and slice F dice operations# A doc ment in = siness B"?ects nli-e Cognos can contain m ltiple reports eac% demonstrating certain facts# 3%is c%apter demonstrates 'or-ing 'it% t%ese doc ments#
/./.1. ,e##ing S#a!#e(
Figure ,.,.1.1 1
Clic1 !ere to generate report $it! tandard *or#atting
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Clic1 !ere i* t!e data ource i a uni0er e
Clic1 !ere i* t!e data ource i a *lat *ile
Getting Started
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Figure ,.,.1.' ,
Select Selectt!e t!ele0el le0el o* o*analy analy i i 4 )rag )rag& &)rop )rop o&=ect o&=ect !ere !ere A0aila&le A0aila&leCla Cla e e & O&=ect & O&=ect
)rag )rag& &)rop )rop condition condition5i* 5i*any6 any6
Getting Started 5contd6
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Figure ,.,.1., .
O& O& er0e er0et!e t!e o&=ect o&=ect dropped dropped O& O& er0e er0et!e t!e condition condition
/
Open Open t!e t!e>uery >uery Panel Panel
Report Report content content
)ata )ataNa0igator Na0igator di di play play t!e t!e O&=ect O&=ect elected elected
A Adocu#ent docu#entcan can contain containany any nu#&er nu#&ero* o*report report
Getting Started 5contd6
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/./.-. 'o!2a##ing Re&o!#s
Figure ,.,.'.1 1
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Select Selecta acolu#n+ colu#n+rig!t rig!t clic1 and clic1 andclic1 clic1 Format FormatCell Cell
Cell For#at )ialog ;o<
,
)i**erent )i**erent Nu#eric Nu#eric For#at For#at
7ou 7oucan can pro0ide pro0idea a ne$ ne$*or#at *or#at Clic1 Clic1!ere !ereto to a0e a0eyour your ne$ ne$*or#at *or#at
For#atting Report
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Figure ,.,.'.' 4
)i**erent )i**erentdate date *or#at *or#at a0aila&le a0aila&le
.
)i**erent )i**erent Eertical Eertical Align#ent Align#ent )i**erent )i**erent HoriDontal HoriDontal Align#ent Align#ent
For#atting Report 5contd6
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Figure ,.,.'., / Font Font tyle tyle
Font Font iDe iDe
Font Font na#e na#e Font Font color color Font Font e**ect e**ect
3
;order ;order tyle tyle
;order ;order color color
Fill FillColor Color
Fill Fill E**ect E**ect
For#atting Report 5contd6
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/././. So!#ing #$e Da#a
Figure ,.,.,.1 1 '
#orts )ialog ;o<
,
Select Selecta acolu#n+ colu#n+ rig!t rig!tclic1 clic1and andclic1 clic1 Format FormatCell Cell
Sorting t!e )ata
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/./.0. ,!ou&ing #$e Da#a
Figure ,.,.4.1 1
)ata &e*ore grouping
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)rag )ragand anddrop dropt!e t!e colu#n colu#n$it! $it!$!ic! $!ic! you you$ant $antto togroup group
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)ata a*ter grouping
Grouping t!e )ata
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/./.5. B!ea1s
=rea-s are simpl! anot%er 'a! of gro ping t%e data# 3%ere lies no ma?or difference "et'een gro ping t%e data and "rea-ing t%e data# =rea-s are ? st a 'a! faster t%an t%e gro ps and are d!namic# Figure ,.,...1 1
Select Selectt!e t!ecolu#n colu#non on $!ic! you $!ic! you$ant $antto to apply apply&rea1 &rea1
)ata &e*ore &rea1
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,
)ata a*ter &rea1
;rea1ing t!e )ata
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/./.;. Ran1ing
Displa! t%e val es of a dimension "ased on t%e top and9or "ottom val es of a meas re# Figure ,.,./.1 1 '
)ata &e*ore ran1ing
, Top?;otto# Top?;otto# Ran1ing+ Ran1ing+Ran1 Ran1 (e0el (e0el
Ran1 Ran1&a &a ed ed onA onA
Ran1ing t!e )ata 4 )ata a*ter ran1ing
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/./.=. Ale!#e!s
Figure ,.,.3.1 1 '
Alert $iDard ,
Pro0ide Pro0idea ana#e na#e *or *ort!i t!i Alert Alert
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Pro0ide Pro0idea a condition condition . /
O& O& er0e er0et!e t!e !ig!lig!ted !ig!lig!teddata data
Alerter
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/./.>. P!o2&#s
Figure ,.,.4.1 1
>uery Panel
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Pro0ide Pro0idea ana#e na#e *or t!i Pro#pt *or t!i Pro#pt
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Select Selecta a 0alue 0alue
Pro#pt
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/./.B. C!oss #a+ Re&o!#s
Figure ,.,.8.1 1 '
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Select all t!e 0aria&le t!at need to e<i t in t!e cro ta&
Cro
ta& report
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Figure ,.,.8.' 4
)rag and drop t!e 0aria&le a re:uired in to t!e Colu#n + Ro$ and ;ody ection
.
Cro
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/./.1C. D!ill O&e!a#ions
3o perform t%e drill p and drill do'n operations, !o need to set t%e %ierarc%ies in t%e designer# <or details on setting p t%e %ierarc%ies, refer to section 5#2#># 3%e pict re demonstration t%at follo's e*plains t%e steps after setting p of t%e %ierarc%ies# /o s%o ld also "e familiar 'it% developing t%e cross ta" reports# Drill operations are generall! performed on cross ta" reports# <or details on developing a cross ta" report, refer to section 5#5#9# Figure ,.,.19.1 1
Set Sett!e t!e analy analy i i (e0el (e0el
cope copeo* o* to toT!ree T!ree )o$n )o$n
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)rill operation
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Figure ,.,.19.' ,
Ma1e Ma1e ure uret!at t!att!e t!e co#plete co#plete!ierarc!y !ierarc!y tructure tructurei i i#ported. i#ported. "* "*not+ not+u ue edrag drag& & drop dropno$ no$to todo do o o
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)rill operation 5contd6
S$itc! S$itc!to to drill drill#ode #ode
)rill do$n
.
)ou&le )ou&leclic1 clic1t!e t!e colu#n?ro$ colu#n?ro$to to drill drill
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Figure ,.,.19., O& O& er0e er0et!at t!at t!ere i t!ere i no no#ore #ore to todrill drilldo$n do$n 3
4
8
)rill operation 5contd6
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/./.11. Sli ing 3 Di ing
As previo sl! disc ssed, 2licing F Dicing is t%e process of c%anging t%e data ro's and col mns represent d ring t%e anal!sis# 3%is section disc sses %o' to do t%e same in = siness B"?ects# Figure ,.,.11.1 1
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)rag and drop t!e colu#n a re:uired
,
Slice & )ice
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Figure ,.,.11.' 4
Slice & )ice 5contd6
/./.1-. C$a!#s 3 ,!a&$s
Figure ,.,.1'.1 1
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C!art & Grap!
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Figure ,.,.1'.'
Area
Colu#n
(ine
C!art & Grap! 5contd6
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Figure ,.,.1'.,
,) Area
,) Colu#n
,) (ine
C!art & Grap! 5contd6
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Figure ,.,.1'.4
,) Pie
Multiple Eie$ at t!e a#e ti#e in a#e report
C!art & Grap! 5contd6
/./.1/. C!ea#ing Re&o!#s Using Pe!sonal Da#a 'iles
3%e Personal Data <ile data provider allo's !o to access data in Microsoft 1*cel spreads%eets, d=A21 files, and te*t files# 3%e main "enefits of sing personal data files are as follo's( 1# /o can displa! corporate data ne*t to personal data in t%e same report# <or e*ample, !o can compare !o r compan! " dget +corporate data, 'it% !o r o'n r nning costs +personal data,# /o can o"tain s c% a report "! " ilding a & er! to retrieve t%e corporate data, and t%en "! inserting a ne' ta"le t%at displa!s data from a personal data file# $f !o %ave no connection to a remote data"ase or if t%ere is no 4D=M2 at !o r site, !o can se personal data files as !o r onl! data so rce#
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2#
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5#
/o can se = sinessB"?ects reporting and anal!sis feat res to 'or- on data t%at comes from ot%er applications# Figure ,.,.1,.1 1
Select Selectper per onal onal data data*ile *ile option option
' Select Selectt!e t!e*ile *ile&y &y &ro$ e &ro$ e
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/.0. Business O+9e #s -We+ In#elligen e
We"$ntelligence is t%e first decision s pport sol tion designed to meet !o r critical & er!, reporting and anal!sis needs over t%e World Wide We"# Wit% We"$ntelligence, !o can access t%e data in !o r corporate data"ases or data 'are%o ses from 'it%in !o r office, !o r %ome, or aro nd t%e 'orld, sing !o r corporate intranet, e*tranet, or t%e World Wide We"# We"$ntelligence ma-es it eas! to access data, "eca se !o 'or- 'it% it in " siness terms t%at are familiar to !o , not tec%nical data"ase terms li-e 2@)# /o donHt need an! -no'ledge of t%e data"ase str ct re or tec%nolog!# 0o We"$ntelligence soft'are needs to "e loaded on !o r comp ter# All !o need to se We"$ntelligence is a We" or $nternet "ro'ser#
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Figure ,.4.1.' ,
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"n*o0ie$ let u er to create+ 0ie$ and earc! )ocu#ent
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Wit% = siness B"?ects ser called 2 pervisor 'e entered into We"$ $nfovie' , 2 pervisor is %aving profile as Ceneral 2 pervisor,so %e can create, vie' and searc% doc ments# Bt%er sers donAt %ave permision tocreate doc ments# 2o 2 pervisor %as to give privileges to ot%er sers to create9vie'9searc% for doc ments# Depending on !o r options, !o can create a ne' doc ment sing an! availa"le niverse, and t%en distri" te t%e doc ment in an! of several 'a!s(
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/.0.0. D!ill Analysis
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/.0.5. Pe!sonal Do u2en#s
Personal doc ments are doc ments !o %ave saved to !o r personal storage area, '%ere onl! !o can access t%em# Figure ,.4...1 1
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/.0.;. Co!&o!a#e Do u2en#s
3%e corporate repositor! provides an eas! 'a! for organizations to s%are information# Bne person can create a doc ment and, "! p "lis%ing it to a corporate repositor!, ma-e t%e information in it availa"le to ever!one 'it% access rig%ts to t%at repositor!# Figure ,.4./.1 1
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/.0.=. In+o% Do u2en#s
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1. Cogno .............................................................................................................................................. 1
1#1# Access Manager############################################################################################################################################# 1 1#1#1# Cetting 2tarted########################################################################################################################################## 2 1#2# Arc%itect######################################################################################################################################################## 15 1#2#1# =enefits of Arc%itect################################################################################################################################ 15 1#2#2# Data Access )a!er################################################################################################################################## 1: 1#2#5# = siness )a!er####################################################################################################################################### 19 1#2#8# Pac-age )a!er######################################################################################################################################## 20 1#5# $mprompt ##################################################################################################################################################### 2: 1#5#1# Cetting 2tarted######################################################################################################################################## 2: 1#5#1#1# .nderstanding t%e Catalogs############################################################################################################2: 1#5#1#2# )ogical Data"ases###########################################################################################################################26 1#5#1#5# Weig%t F @ alification######################################################################################################################27 1#5#2# =asic Bperations on Catalogs################################################################################################################51 1#5#5# Catalog <olders###################################################################################################################################### 55 1#5#8# Creating a =asic 4eport########################################################################################################################## 56 1#5#:# Catalog 2ec rit!##################################################################################################################################### 5> 1#5#6# Eoins####################################################################################################################################################### 87 1#5#7# Wor-ing 'it% 4eports############################################################################################################################## 89 1#5#7#1# @ er! 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2#1# <rame'or- Manager################################################################################################################################### 10: 2#2# Cognos Connection##################################################################################################################################### 116 2#5# @ er! 2t dio############################################################################################################################################### 11> 2#8# 4eport 2t dio############################################################################################################################################## 125
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5#1#6# .ser Profiles######################################################################################################################################### 1:8 5#2# Designer###################################################################################################################################################### 1:: 5#2#1# Cetting 2tarted##################################################################################################################################### 1:: 5#2#2# .nderstanding t%e .niverse################################################################################################################# 1:: 5#2#5# Creating a .niverse############################################################################################################################## 1:6 5#2#8# Wor-ing 'it% Classes and B"?ects#######################################################################################################160 5#2#:# Eoins F Cardinalities############################################################################################################################# 161 5#2#6# )oops F Aliases#################################################################################################################################### 162 5#2#7# C%ec-ing t%e $ntegrit! 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