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IBM Cognos Workspace Version 10.2.2: User Guide Chapter 4

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IBM Cognos Workspace Version 10.2.2: User Guide Chapter 4 IBM Cognos Workspace Version 10.2.2 User Guide Note Before using this information and the product it supports, read the information in “Notices” on page 137. Product Information This document applies to IBM Cognos Business Intelligence Version 10.2.2 and may also apply to subsequent releases. Licensed Materials - Property of IBM © Copyright IBM Corporation 2010, 2014. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Introduction ..................................ix Chapter 1. What's new in Cognos Workspace ...................1 New features in Cognos Workspace version 10.2.2 .......................1 Button filter widgets................................1 Specification of the orientation of filter widgets .......................1 Report widgets .................................2 Filters that are based on visualizations..........................2 New features in Cognos Workspace version 10.2.1.1 ......................2 Extensible visualizations ..............................2 Embedding and customizing workspaces .........................3 Cutting, copying, and pasting widgets and duplicating tabs ..................3 Support for IBM Cognos Theme Designer ........................3 Sort function in widgets is available for users with the Consume capability .............3 New features in Cognos Workspace version 10.2.1 .......................3 Filtering on multiple related data items in select value filter and slider filter widgets ..........4 Automatically refresh filter values in slider and select value controls ...............4 Improved drill behavior ..............................4 Enhancements to automatic chart recommendation .....................4 New features in Cognos Workspace version 10.2.0 .......................5 Cognos Business Insight and Cognos Business Insight Advanced are renamed ............5 Tabbed workspaces ................................5 Global area in tabbed workspaces ...........................5 Automatic chart recommendation ...........................5 Chart interaction .................................6 Freeze column and row headings ...........................6 Viewing column and row heading details.........................6 Printing a workspace ...............................6 Graduated capabilities ...............................6 Action button widget ...............................7 Return button on the application bar ..........................7 Google Chrome support ..............................7 Apple Safari support ...............................7 New features in Cognos Business Insight version 10.1.1 .....................7 Resize charts ..................................7 Swap rows and columns ..............................7 Position Content pane to the left of the workspace......................8 Add Active Report content .............................8 User interface improvements .............................8 Dashboards are now workspaces ...........................8 Improved thumbnails ...............................8 Meaningful names for Analysis Studio report parts .....................9 Microsoft Internet Explorer support...........................9 Mozilla Firefox support...............................9 Freedom Scientific JAWS support ...........................9 Larger worksheet sizes for Microsoft Excel 2007 report outputs .................9 Chapter 2. Understanding Cognos Workspace...................11 Starting Cognos Workspace ..............................11 Logging on ..................................11 Logging off ..................................12 The user interface .................................13 Getting Started page ...............................13 Application bar .................................14 Workspace...................................14 © Copyright IBM Corp. 2010, 2014 iii Content pane ..................................14 Widgets ...................................16 Actions menus .................................18 Setting a home page ...............................19 Resetting a home page to the default setting .......................20 Features available to different capabilities .........................20 Specifying the features available to capabilities ......................21 Chapter 3. Creating workspaces .........................23 Adding IBM Cognos content .............................23 Report content .................................23 Active Report content ...............................30 PowerPlay content ................................30 Cognos TM1 content ...............................32 IBM Cognos Navigator ..............................34 Workspaces published from IBM Cognos Insight to IBM Cognos Workspace.............36 Searching for content ................................39 Refining IBM Cognos search results ..........................41 Adding toolbox widgets ...............................41 Adding an action button widget ...........................41 Adding a button filter widget ............................42 Adding an image widget ..............................44 Adding a My Inbox widget .............................45 Adding a report widget ..............................46 Adding an RSS feed widget .............................47 Adding a select value filter widget ..........................48 Adding a slider filter widget ............................50 Adding a text widget ...............................52 Adding a web page widget .............................52 Tabbed workspaces .................................52 Adding a tab ..................................53 Renaming a tab .................................53 Seeing all your tabs................................53 Removing a tab .................................54 Changing the order of tabs .............................54 Positioning and hiding tabs .............................54 The global area .................................54 Saving workspaces .................................55 Save a workspace ................................55 Save a workspace using a different name or location ....................56 Editing widget properties...............................56 Configuring widget communication ...........................57 Widget to widget communication ...........................58 Modifying the workspace layout ............................60 Resize individual widgets .............................60 Set the workspace layout ..............................60 Workspace style ..................................61 Changing the background of the workspace .......................61 Formatting all widgets in a workspace .........................62 Overriding global settings .............................62 Setting personal preferences ..............................63 Creating accessible workspaces .............................64 Creating multilingual workspaces ............................65 Language and locale ...............................66 Localize fixed content ...............................67 Localizing filter content ..............................68 Localize report content ..............................69 Prompt controls .................................69 Enabling support for bidirectional languages ........................69 Unsupported features on mobile devices .........................70 iv IBM Cognos Workspace Version 10.2.2: User Guide Chapter 4. Viewing and interacting with workspaces ................73 Opening a workspace ................................73 Open a workspace from the Getting Started page......................73 Open a workspace from the application bar .......................73 Open a workspace from the Actions menu ........................73 Open a workspace from the Content tab.........................73 Open a workspace from IBM Cognos Connection......................74 Refreshing workspace widgets .............................74 Sharing workspaces ................................74 Displaying data in lists, crosstabs, and charts ........................75 Choosing the recommended display type ........................75 Exploring and changing display types .........................76 Display types for reports and report parts ........................76 Supported chart formats ..............................79 Interacting with a chart ..............................80 Sorting and filtering chart content ...........................80 Change the chart color palette ............................80 Swap rows and columns ..............................80 Freezing column and row headings ..........................81 Viewing and hiding details for column and row headings in crosstabs...............81 Filtering report data ................................83 Filtering in the report widget ............................83 Filtering with button filter, slider filter, and select value filter widgets ...............85 Filtering with visualizations by applying master filters ....................86 Sorting data in lists, crosstabs, and charts .........................87 Sorting lists ..................................87 Sorting crosstabs.................................87 Sorting charts..................................89 Remove sorts with the sort button ...........................89 Remove sorts using the information bar .........................89 Displaying filter and sort values in the information bar.....................90 Changing the prompt values in a report ..........................91 Resetting report content ...............................91 Opening a workspace
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