Cognos Query Studio Training material.docx
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Cognos Query Studio Training material.docx
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CognosQueryStudioTrainingmaterial
CognosQueryStudio
Introduction
ThisdocumentintroducesyoutoCognosQueryStudio.QueryStudioisaweb-basedreportingtoolthatallowsyouto
∙Createreportsusingyourdata.
∙Saveandreusereports.
∙Viewreportsinavarietyofformats.
∙Printreports.
Prerequisites
Tousethistrainingmaterialeffectively,youshouldbefamiliarwiththewebandwithyourdepartment’sdata.ThistrainingisdesignedtofamiliarizeyouwiththeCognosreportingtool;itisnotdesignedtofamiliarizeyouwiththeunderlyingdatainUD'ssystem.Thetrainingisbasedondatainademonstrationdatabase.
ImportantNote
Thistrainingdocumentwasdesignedoriginallytobeusedinaclasssetting.Therefore,theexercisesaremeanttobefollowedinasequence.Ifyouhavedifficultyworkingthroughanexercise,trythefirstfourexercisestofamiliarizeyourselfwiththebasics.
TrainingObjectives
ThisclasswasdesignedusingadesktopcomputerrunningtheWindowsXPoperatingsystemandusingtheInternetExplorer(version6.0.2)browser.Ifyouuseadifferenttypeofcomputer,operatingsystem,orbrowser,someofthescreengraphicsmayappearslightlydifferentfromthoseprintedhere.However,thefunctionofthescreen(page)shouldremainthesame.
Afteryoucompletetheexercisesinthistrainingmaterial,youshouldbeabletodothefollowing:
∙OpentheCOGNOSConnectionwebpage.
∙Createareport.
∙Adddatatothereport.
∙Savethereport.
∙Runthereport.
∙Viewthereport.
∙Recognizethetypesofreports.
∙Changetheappearanceofreports.
∙Createcrosstabreports.
∙Usecharts.
∙Filter,sort,andgroupdata.
∙Performcalculations.
TableofContents
TheCognosConnectionWebSite4
Exercise1—OpentheCognosConnectionWebSite.
CreateaReport5
Exercise2—CreateaReport.
AddDatatotheReport7
Exercise3—AddDatatoaReportandSaveIt.
RuntheReport8
Exercise4—RunaReportinaVarietyofFormats.
TypesofReports11
ListReports12
GroupedListReports12
Exercise5—CreateaGroupedListReport.
ChangetheAppearanceofReports15
ChangeaReport’sTitle15
Exercise6—ChangeaReport’sTitle.
ReorderReportItems17
Exercise7—ReorderItemsinaReport.
ChangeReportItemNames17
Exercise8—ChangeanItemNameinaReport.
SettheNumberofRowsperPage18
Exercise9—SettheNumberofRowsonaReportPage.
CollapseaReport19
Exercise10—CollapseaReport.
CrosstabReports20
CreateaCrosstabReport20
Exercise11—CreateaCrosstabReport.
SortaCrosstabReport21
Exercise12—SortaCrosstabReport.
Exercise13—SortCrosstabSummaries.
SwapRowsandColumns23
Exercise14—SwapRowsandColumns.
Charts23
TypesofCharts24
Exercise15—CreateaChart.
Exercise16—CreateaChartandManipulatetheData.
ManipulateDatainReports28
Filters28
Exercise17—FilterMeasures.
UseaPrompt31
Exercise18—AddaPrompttoaFilter.
CustomGroups33
Exercise19—CreateaCustomGroup.
DataFormats35
Exercise20—ChangeDataFormats.
Calculations38
Summaries38
Exercise21—AddaSummarytoaReport.
AdvancedSummaries39
Exercise22—AddanAdvancedSummarytoaReport.
Calculations40
Exercise23—PerformaCalculationonaReport.
Exercise24—ConcatenateTwoTextItems.
MoreonSummariesandCalculations45
ExitQueryStudio46
Exercise25—ExittheQueryStudioProgram.
Conventions
Thefollowingconventionsareusedthroughouttheexercisesinthismaterial:
Item
Convention
Textyoushouldtype
Courier,bold,10pointfont
Textyoushouldreplace
Courier,bold,italics,
10pointfont
Keyboardkeynames
Bold,Uppercasetext(e.g.,theENTERkey)
MenuandWindowtitles
Bold,mixed-caseletters
TheCognosConnectionWebsite
BeforeyoucanuseQueryStudio,youmustknowhowtoopentheCognosConnectionWebSite.
Exercise1—OpentheCognosConnectionWebSite
Note:
QueryStudioworksonlyontheInternetExplorerwebbrowseronacomputerrunningtheWindowsoperatingsystem.
1.OpentheInternetExplorerwebbrowser.
2.ToaccesstheCognosConnectionwebsite,typethefollowingURLinthebrowser’sAddressfieldandthenpressENTER:
https:
//cognos.udel.edu/crn/
3.TypeyourUDelNetID(UNIXusername)intheappropriatefield.
4.Typeyourpasswordintheappropriatefield.
Youshouldseeawindowsimilartothefollowing:
TheCognosConnectionWebSitegivesyouaccesstotheReportNetsuiteofreportingtools:
QueryStudioandReportStudio.QueryStudioallowsyoutocreateadhocreportsfromanexistingdatasource.Youcaneditandsavethereports,addfeaturestomakethemmoreunderstandable,printthemandmore.ReportStudioallowsoffersmoreoptionsforcreatingcomplexreports.
EndofExercise
CreateaReport
Inthisclass,youwilluseCognosQueryStudiotocreateseveralreports.Anewlycreatedreportcontainsnodata.Youwillinsertdatatoaddcontenttoyourreport.
Exercise2—CreateaReport
1.IntheCognosConnectionWebSitewindow,clickthePublicFolderstab.
Youshouldseeawindowsimilartothefollowing:
5.ClickGoSalesandRetailers.
Note:
Beforeyoucancreateareport,aUDCognosadministratormustcreateapackagethatcontainsthedatayouwillworkwith.YouwilllearnthenameofthepackagethatcontainsUDdatafromtheUDCognosadministratoratalaterdate.(AnyonecancreateareportusingtheGoSalesandRetailerstrainingpackage.)
YouwillseeawindowsimilartotheonebelowwithalistofthereportsthathavebeencreatedusingtheGoSalesandRetailersdata:
2.Atthetoprightofthewindow,clicktheQueryStudiolinktoopenareport:
QueryStudio
Youshouldseeawindowsimilartotheonebelow:
AtthetopoftheleftpaneistheQueryStudioMenu—shadedinblue—whichliststhecommandsyoucanuse.
Belowthemenuisatreestructurecontainingitemsinthepackageyouareusing(inthiscase,intheGOSalesandRetailerspackage).Toseetheitemsineachcategory,clicktheplussigntoexpandthecategory.Thefollowingtableexplainstheiconsyouwillseeintheexpandedtreestructure:
Icon
Item
Definition
Package(inthiscase,GOSalesandRetailers)
Acollectionofdatatablescreatedbyanadministrator.
QuerySubject
Atableinthedatabase,forexample,“Orders.”
QueryItem
Acolumnofqualitativedatainthedatabase,forexample,“Retailernames.”
MeasureorFact
Acolumnofquantitativedatainthedatabase,forexample,“UnitPrice.”
Filter
Amechanismforreportingonasubsetofdata.
EndofExercise
AddDatatotheReport
Whenyoufirstcreateareport,itcontainsnodata.Toadddatayouwillselectitemsfromthepackageyouareusingandinsertthemintothereport.Theitemsyouselectappearintherightwindowpane.
Inthefollowingexercise,youwillusethewindowyoualreadyhaveopentoadddatatoyourreport.ThereportwillshowtheretailersintheGoSalesandRetailerspackageandhowmanyofeachproducteachretailersold.
Exercise3—AddDatatoaReportandSaveIt
3.IntheGoSalesandRetailerspackagepane,expandtheOrdersitembyclickingtheplussign.
4.ClickRetailername.
5.HolddowntheCTRLkey;clickProductnameandthenQuantity.
6.ClicktheInsertbutton
atthebottomoftheleftpanetoinsertthedataintoyourReport.
Youwillseethereportitemcolumnsintherightwindowpane:
7.ClicktheSaveAsbutton
onthetoolbar.
Youwillseeawindowliketheonebelow:
6.Typeanameforyourreport.Forthepurposesofthisclass,typeyourinitialsfollowedbyRetailerSales.
7.Youmayaddadescriptionofthereportifyouwish.
8.MakesuretheOptionButtonnextto“PublicFolders>GOSalesandRetailers”isselectedandclickOK.YoumayhavetoscrolldowntoseetheOKbutton.
Note:
Categorycolumnsappearintheorderinwhichyouselectthem.Therearetwootherwaystoinsertdataintoyourreport:
∙Double-clickeachitemtoinsertitintothereport.
∙ClickanitemorCTRL+Clickmultipleitemsanddragthehighlighteditem(s)intothereport.
EndofExercise
RuntheReport
Thereareseveraloptionsforrunningyourreportdependingupontheuseyouwanttomakeofit.
Note:
Whenyourunareport,youreceivethemostrecentlyupdateddatafromthedatabasebeingusedforyourpackage.Thismeansthatifyourunareportandrerunitatalaterdate,yourdatawillnotbethesameifsomeonehasupdatedthedatabase.
Inthefollowingexercise,youwillrunthereportinthreewaystoseetheoptionsforviewingyourdata.First,youwillrunthereportwithalldata.Thenyouwillpreviewthereportwithlimiteddata.Finally,youwillpreviewitwithnodata.
Exercise4—RunaReportinaVarietyofFormats.
1.Torunareport,clickRunReportontheQueryStudiomenu.Youwillseealistofoptionsliketheonebelow:
Thefollowingtableexplainstheoptionsforrunningyourreport:
RunwithAllData
Usesallthedatafortheitemsyouselected.Thiscantakealongtimeifyourdatasourceislarge.
RunwithPrompts
Asksyoutoenterinformationtodefinethereport’scontent(discussedlaterinthisclass).
PreviewwithLimitedData
Tosavetime,youcanrunyourreportwithlimiteddatatodetermineiftheresultsarewhatyouwereexpecting.Atornborderappearsatthetopandbottomoftherepo
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