IBM Cognos Analysis Studio Version 11.0.0: User Guide Appendix B
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IBM Cognos Analysis Studio Version 11.0.0 User Guide IBM © Product Information This document applies to IBM Cognos Analytics version 11.0.0 and may also apply to subsequent releases. Copyright Licensed Materials - Property of IBM © Copyright IBM Corp. 2005, 2017. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo and ibm.com are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at “Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml. 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Microsoft product screen shot(s) used with permission from Microsoft. © Copyright IBM Corporation 2005, 2016. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Introduction ................................. vii Chapter 1. IBM Cognos Analysis Studio ...................... 1 The IBM Cognos Analysis Studio Interface ......................... 3 The Work Area ................................. 3 The Source Tree ................................. 3 The Analysis Items Tab ............................... 5 The Information Pane ............................... 5 The Properties Pane ................................ 6 The Overview Area ................................ 6 Chapter 2. Creating a Basic Analysis ....................... 9 Create a New Analysis ................................ 9 Finding the Items That You Need ............................ 10 Search for Items in the Source Tree .......................... 10 Specify the Number of Items Shown in the Source Tree .................... 11 The Retrieved Items Node ............................. 11 Insert Items .................................. 12 Limitations When Inserting Multiple Hierarchies from the Same Dimension .............. 12 Inserting Items .................................. 13 The Default Measure ................................ 14 Save an Analysis ................................. 14 Save an Analysis as the Basis of a New Analysis ....................... 14 Open an Existing Analysis .............................. 14 References to Inaccessible or Missing Items ......................... 15 The IBM Cognos Analytics lineage tool .......................... 15 Using Lineage .................................. 16 Access to the IBM InfoSphere Business Glossary ....................... 17 Insert Items From Multiple Levels of a Dimension ...................... 17 Insert All the Items of a Level ............................. 18 Insert Items Without Details .............................. 19 Example - Create a Crosstab for an Analysis of Order Method Revenue ............... 19 Chapter 3. Working With Items in the Crosstab .................. 21 Sets ...................................... 21 Select a Set, Row, or Column ............................. 22 Nesting rows or columns in an exploration ......................... 22 Rearranging nested items in an exploration........................ 23 Crosstab layouts .................................. 23 Insert Sets of Items in Complex Layouts .......................... 24 Replace Sets ................................... 26 Swapping rows and columns in a crosstab ......................... 26 Specify the Number of Details Shown in a Set ........................ 26 Hide a Row or Column ............................... 27 Show Attributes of an Item .............................. 27 Chapter 4. Focusing Your Analysis........................ 29 Drilling down and drilling up in a crosstab......................... 29 Go to Another Report or Package ............................ 29 Show Values as a Percentage ............................. 30 Sort Values ................................... 30 Use Custom Sorting ............................... 31 Creating a Chart.................................. 32 Create a Chart ................................. 33 © Copyright IBM Corp. 2005, 2016 iii Example - Look for a Trend in Order Method Revenues .................... 34 Chapter 5. Limiting the Items in Your Analysis................... 37 Filtering values using context in a crosstab ......................... 37 Limitations when using Context Filters ......................... 38 Pin the Context of a Set .............................. 40 Exclude Items .................................. 40 Limit Data to Top or Bottom Values ........................... 41 Create a Custom Filter................................ 42 Combine Filters .................................. 43 Suppressing Empty Cells ............................... 43 Use IBM Cognos Analytics Suppression ......................... 43 Create a Custom Set ................................ 44 Chapter 6. Using Calculations .......................... 47 Subtotal Calculations ................................ 47 Show or Hide Subtotals .............................. 49 Summary Calculations................................ 49 Use a Summary Calculation ............................. 50 Item-based Calculations ............................... 50 Create an Item-Based Calculation ........................... 51 Calculation Solve Order .............................. 53 Rank Values .................................. 53 Example - Order Methods Ranking ........................... 55 Chapter 7. Sharing Results ........................... 57 Set the Report Options ............................... 57 Creating meaningful names for crosstabs and charts ..................... 58 Define Page Breaks ................................ 58 Apply a Template ................................ 59 Specify the Purpose of Your Output .......................... 60 Override Special Characters .............................. 60 View Output in HTML Format ............................. 60 View Output in PDF Format.............................. 61 View Output in CSV Format.............................. 61 View Output in XML Format ............................. 62 View Output in Microsoft Excel Format .......................... 62 Print Output ................................... 63 Chapter 8. IBM Cognos Analysis Studio Examples ................. 65 Example - Create an Asymmetrical Crosstab ........................ 65 Example - Perform a Custom Sort ............................ 66 Example - Find Your Top or Bottom Performers ....................... 67 Example - Use a Calculation in a Filter .......................... 68 Example - Use Custom Rank ............................. 69 Appendix A. Troubleshooting .......................... 71 Performance optimization for IBM Cognos Analysis Studio ................... 71 Error Characters (--) Appear in Reports .......................... 73 Cannot load metadata tree for a PowerCube requiring both a Series 7 and a cube password ........ 73 Charts in PDF Output Show Unexpected Results ....................... 73 Unexpected Results for Analysis Studio Reports Using Suppression and Nested Rows .......... 74 Defining Languages for OLAP Data Sources ........................ 74 Crosstab Shows Percentage But Chart Shows Values...................... 74 Cannot Drill when Caption Represents a Blank or a Zero-length String ............... 74 Performance Issues when Showing Multiple Attributes Using Dimensionally-modeled Relational Data Sources .. 74 Error Occurs in Japanese Internet Explorer 7 When Running an Excel Report in Analysis Studio ....... 75 Metadata Change in Oracle Essbase Not Reflected in Reports and in the Studios ............ 75 Report Differences Between TM1 Executive Viewer and IBM Cognos Analytics with TM1 Data Sources .... 75 Measure Format Disappears in SSAS 2005 ......................... 76 iv IBM Cognos Analysis Studio Version 11.0.0: User Guide Appendix B. Samples ............................. 77 Combine Filters Sample ............................... 77 Custom Rank Sample ................................ 77 QTD Growth by Product Brand............................. 77 Top 10 Promotions by Retailers ............................. 77 Difference between Actual and Planned Revenue ....................... 77 Revenue vs per cent Gross Profit by Product Brand ...................... 78 The Sample Outdoors Company ............................ 78 Appendix C. Tips for IBM Cognos Series 7 PowerPlay Users ............ 79 What is Different in Analysis Studio? ........................... 79 Mapping IBM Cognos Series 7 to IBM Cognos Analytics