Report Studio User Guide

COGNOS(R) 8 Business Intelligence REPORT STUDIO USER GUIDE Report Studio Tour Cognos(R) 8 Business Intelligence Readme Report Studio User Guide USER GUIDE THE NEXT LEVEL OF PERFORMANCETM Product Information This document applies to Cognos(R) 8 Version 8.1.2 MR2 and may also apply to subsequent releases. To check for newer versions of this document, visit the Cognos Global Customer Services Web site (http://support.cognos.com). Copyright Copyright (C) 2006 Cognos Incorporated. Portions of Cognos(R) software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188 B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2; 6,986,135 B2; 6,995,768 B2. Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other countries. All other names are trademarks or registered trademarks of their respective companies. While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in this document. This document shows the publication date. The information contained in this document is subject to change without notice. Any improvements or changes to either the product or the document will be documented in subsequent editions. U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted Rights. Use, duplication, or disclosure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013, or subparagraphs (C) (1) and (2) of the Commercial Computer Software - Restricted Rights at 48CFR52.227-19, as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA 01803. This software/documentation contains proprietary information of Cognos Incorporated. All rights are reserved. Reverse engineering of this software is prohibited. No part of this software/documentation may be copied, photocopied, reproduced, stored in a retrieval system, transmitted in any form or by any means, or translated into another language without the prior written consent of Cognos Incorporated. Table of Contents Introduction 21 Chapter 1: Report Studio 23 Planning Reports 23 Working in Report Studio 23 The User Interface 23 Basic Report Structure 25 Working with Objects 27 Set Options 28 Creating a Report 29 Specify the Package 29 Choose a Report Template 30 Add Data to a Report 31 Working with Dimensional Data 31 Save a Report 33 Run a Report 33 Print a Report 37 Creating Your Own Report Templates 37 Convert a Report to a Template 38 Create a Query Studio Template 38 Techniques for Creating Accessible Reports 39 Techniques for Creating Reports for Cognos Office Connection 39 Managing Your Reports 40 The Cognos 8 SDK 41 Chapter 2: Types of Reports 43 List Reports 43 Group Data 43 Set the Group Span for a Column 44 Format Lists 47 Crosstab Reports 47 Crosstab Nodes and Crosstab Node Members 48 Create a Single-Edge Crosstab Report 49 Create a Nested Crosstab Report 49 Specify the Default Measure 50 Format Crosstabs 50 Change a List into a Crosstab 52 Example - Add Aggregate Data to a Crosstab Report 52 Example - Create a Discontinuous Crosstab 53 Charts 54 Example - Create a Column Chart to Plot Order Trends 55 Customize a Chart 56 Customize the Colors of a Chart 58 Change a Chart Background 60 Add a Baseline to a Chart 61 Customize the Lines in a Chart 61 Add a Marker to a Chart 62 Add a Note to a Chart 62 Specify the Chart Label Text and Value Text Shown 65 Specify the Properties of a Gauge Chart 65 User Guide 3 Create a Drill-up and Drill-down Chart 66 Example - Show Values in the Chart Legend 66 Define Query Context When Customizing Legend Entries, Legend Titles, or Axis Labels 68 Example - Customize the Axis Titles 68 Example - Create a Conditional Palette 69 Maps 70 Example - Create a Map Report 72 Example - Define Data Values for the Region Layer 73 Ignore Data with no Features 73 Match Data Values to Names in the Map File 74 Define Data Values for the Point Layer 74 Add Another Color to the Region or Point Layer 75 Specify the Size of Points 75 Add Titles, Subtitles, Footers, and Axis Title 75 Add Legend Titles 76 Add a Note to a Map 76 Customize a Map 76 Drill Through to Another Report From a Map 77 Edit a Map 78 Additional Maps 78 Location Intelligence 79 Repeaters 79 Convert a List into a Repeater 79 Example - Create Mailing Labels 80 Chapter 3: Formatting a Report 81 Recommendation - Laying Out a Report 81 Report Layout Guidelines 82 The Page Structure View 82 Add a Header or Footer 82 Add Borders 83 Add Text 84 Specify the Font 84 Add Color 85 Insert an Image 85 Insert a Background Image 85 Add a Bookmark 86 Example - Add a Table of Contents to a Report 87 Insert Other Objects 89 Elements Supported in Rich Text Items 90 Example - Add a Multimedia File to a Report 91 Align an Object 91 Use Tables to Control Where Objects Appear 91 Apply a Table Style 92 Apply Padding 92 Set Margins 92 Reuse a Layout Object 93 Change a Reused Object 93 Update Reused Objects 94 Add a Page 94 Create Page Sets 95 Join Nested Page Sets 95 Example - Preparing a Product List Report 96 Reorder Columns 97 Rename a Column 97 Swap Columns and Rows 98 4 Report Studio Setting Object Properties 98 Control Page Breaks and Page Numbering 99 Specify Text Properties 99 Specify Text Flow 100 Specify the Height and Width 100 Control How Objects Flow Around Other Objects 101 Specify Borders and Cell Size in Tables 101 Create and Modify Classes 102 Modify Classes to Format Query Studio Reports 102 Modifying the Default Layout Style Sheet 103 Chapter 4: Working with Data 105 Filter Data 105 Define a Slicer 106 Filtering Data Using an SAP BW Data Source 107 Ignoring the Time Component in Date Columns 107 Sort Data 108 Perform Advanced Sorting 109 Create Sections 109 Remove Sections 110 Add a Summary 110 Setting Aggregation Properties for a Column 111 Changes in the Behavior of Count Between Cognos ReportNet(R) 1.1 and Cognos 8 112 Aggregating Values in Crosstabs and Charts 113 Create a Calculation 114 Format Data 115 Specify the Format for an Object 116 Specifying the Number of Decimals 116 Locale-sensitive Properties 116 Specify the List of Properties for a Layout Object 117 Show Data for a Specific Time Period 117 Adding Prompts 117 Use the Build Prompt Page Tool 118 Build Your Own Prompt and Prompt Page 118 Create a Parameter to Produce a Prompt 122 Create a Prompt Directly in a Report Page 122 Modifying Prompts 123 Control the Data That Appears in a Tree Prompt 127 Working with Queries 127 Relating Queries to Layouts 127 Working with Dimensional Data Sources 128 Add Queries to a Report 128 Create a Union Query 129 Create a Join Relationship 131 Add Dimension Information to a Query 132 Reference Package Items in Child Queries 134 Working with SQL or MDX 134 Add a Query Macro 137 Chapter 5: Working with Existing Reports 141 Open and Save a Report Locally 141 Open a Report from the Clipboard 142 Remove Upgrade Messages 142 Open Files from Other Studios 142 Components of an Analysis Studio Query Specification 142 Managing Changes in the Package 145 Update Name References 145 Change the Package Connection 146 User Guide 5 Add Multiple Items to a Single Column 146 Example - Create a Report with Multiple Items in One Column 146 Bursting Reports 148 Defining Burst Recipients 148 Specify Burst Groups 150 Set Burst Options 150 Enable Bursting 151 Creating Burst Reports Using a Dimensional Data Source 152 Example - Burst a Report 152 Defining Conditions 153 Add a Variable 153 Adding Conditional Formatting to a Report 155 Add Conditional Rendering 158 Drill-through Access 160 Understanding Drill-through Concepts 160 Set Up Drill-through Access in a Report 164 Create a Drill-up/Drill-down Report 167 Member Sets 169 Example - Create a Drill-up/Drill-down Report 170 Create a Master-Detail Relationship 170 Link Members from Two Dimensional Data Sources 171 Chapter 6: Try It Yourself Exercises 173 Try It Yourself - Create a List Report 173 Try It Yourself - Create a Crosstab 174 Try It Yourself - Create Charts 175 Try It Yourself - Create Map Reports 184 Show the Distribution of Revenue by Country 185 Show Revenue and Margins for Cities in the United States 186 Try It Yourself - Add Prompts 187 Try It Yourself - Create a Multiple-Page Report 188 Try It Yourself - Create a Template 190 Try It Yourself - Create an Invoice 191 Try It Yourself - Create a Dashboard Report 193 Try It Yourself - Create a Dynamic Report That Shows Period-to-date Data 195 Try It Yourself - Create a Report with Drill-through Access to Itself 196 Appendix A: Troubleshooting 201 A Web Server Error When Trying to Browse Images 201 Values Not Recognized in Multilingual Query Items 201 Changes in the Model Are Not Reflected in the Report If Model Versioning Is Used 202 Problems When Printing a PDF Manual 202 A Running Total in Grouped Reports Gives Unexpected Results 202 The java.lang.OutOfMemory Error Message Appears in Cognos Connection or Report Studio 203 Report Studio Does Not Start 203 A Report is Not Rendered Properly 203 Unable to Delete a Prompt 203 Appendix B: Samples 205 Sample Reports in the GO Sales Package 205 Conditional Display 205 Custom Legend 205 Orders Report 205 Product Report 205 Retailer Report (Multiple Prompt

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