IBM Cognos Query Studio Version 10.2.1: User Guide Return Quantity by Product Line
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IBM Cognos Query Studio Version 10.2.1 User Guide Note Before using this information and the product it supports, read the information in “Notices” on page 109. Product Information This document applies to IBM Cognos Business Intelligence Version 10.2.1 and may also apply to subsequent releases. Licensed Materials - Property of IBM © Copyright IBM Corporation 2005, 2013. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Chapter 1. Introduction .............................1 Chapter 2. What's New? .............................3 New features in version 10.2.1 .............................3 New features in version 10.1.1 .............................3 Turning Off Automatic Summarization and Suppression ....................3 Larger worksheet sizes for Microsoft Excel 2007 report outputs .................3 New Features in Version 10.1.0 .............................4 Lifecycle Manager ................................4 Report Name Used for the Exported Output File Name ....................4 Curly Brackets and Parentheses are Breakable .......................4 Removed Features in Version 10.1.0 ...........................5 Excel 2000 and Excel 2000 Single Sheet Report Outputs ....................5 Chapter 3. Using Query Studio ..........................7 Building IBM Cognos business intelligence applications .....................8 Open the Web Portal ................................10 Creating a Report .................................10 Create a Report .................................10 Open an Existing Report ..............................11 Add Data to a Report ...............................12 Save a Report..................................14 Save a Report Using a Different Name or Location .....................14 Run a Report ..................................14 View a Report in PDF Format ............................17 View a Report in CSV Format ............................18 View a Report in XML Format ............................18 View a Report in Microsoft Excel Format ........................18 Open a Report in IBM Cognos Report Studio .......................20 Print a Report .................................20 Get the Report Definition...............................20 Setting up a Multilingual Reporting Environment ......................20 Report Types ...................................22 List Reports ..................................22 Example - Create a List Report for Quantity .......................22 Grouped List Reports ...............................24 Example - Create a Grouped List Report for Units Sold....................25 Crosstab Reports ................................27 Charts ....................................28 Apply a Template .................................31 Set a Default Template...............................31 Change the Title ..................................31 Change the Subtitle................................32 Format Text and Data ................................32 Format Borders ..................................34 Collapse a Report .................................34 Reorder Report Items ................................35 Change the Report Item Name .............................35 Swap Rows and Columns ..............................35 Specify the Rows Per Page ..............................36 Highlight Key Information by Defining Conditional Styles....................36 Example - Define Conditional Styles for Units Sold ......................37 Set Page Breaks ..................................38 Report Administration................................39 © Copyright IBM Corp. 2005, 2013 iii Chapter 4. Working with Data ..........................41 Filters .....................................41 Multiple-fact Queries ...............................43 Create a Simple Filter ...............................47 Set a Default Filter Dialog Type............................48 Create a Complex Filter ..............................49 Example - Create a Complex Filter for Units Sold .....................50 Add a Model Filter ................................51 Use a Prompt..................................52 Create Custom Groups ..............................52 Example - Create a Custom Group for North America ....................53 Sort Data ....................................55 Group Identical Values ...............................55 Turn Off Automatic Summarization ...........................57 Change the Data Format ...............................59 Calculations ...................................61 Add a Summary to a Report.............................61 Add a Calculation to a Report ............................64 Example - Calculate Units Sold in Each Country or Region as a Percentage of the Total .........66 Drill Up or Down to View Related Data ..........................67 Go to Another Target Report .............................68 View Lineage Information for a Data Item .........................69 The IBM Cognos Business Intelligence Lineage Tool .....................69 Suppress Empty Cells ................................70 Appendix A. Troubleshooting ..........................73 Tooltips Show Unexpected Label Values ..........................73 QE-DEF-0260 Parsing Error ..............................73 Chart Labels Overwrite One Another ...........................73 Background Color in Template Does not Appear .......................73 Subtotals in Grouped Lists ..............................74 HRESULT= DB_E_CANTCONVERTVALUE Error When Filtering on a _make_timestamp Column ......74 RQP-DEF-0177 An error occurred while performing operation 'sqlPrepareWithOptions' status='-69' UDA-SQL-0043 Error.....................................74 Cannot Find the Database in the Content Store (Error QE-DEF-0288) ................75 Parse Errors When Opening or Running an Upgraded Report ..................75 Overflow Error Occurs When a Value in a Crosstab Is More Than 19 Characters ............75 A Report or Analysis Does Not Run Because of Missing Items ..................75 Report Output Takes a Long Time to Run .........................76 Drill-through Links are Not Active in the Safari Browser ....................76 A Printed HTML Report is Unsatisfactory .........................76 Problems When Printing a PDF Manual ..........................76 A Running Total in Grouped Reports Gives Unexpected Results ..................77 Metadata Change in Oracle Essbase Not Reflected in Reports and in the Studios ............77 Relationships Not Maintained in a Report With Overlapping Set Levels ...............77 Limited Support for Relational Functions When Used with OLAP Data Sources ............78 Tips for Working with Ragged or Unbalanced Hierarchies ....................78 Columns, Rows, or Data Disappear With SSAS 2005 Cubes ...................79 Unexpected Cell Formatting in Reports ..........................80 Report Differences Between TM1 Executive Viewer and IBM Cognos Business Intelligence with TM1 Data Sources 80 Order of Metadata Tree Differs for TM1 Data Sources .....................80 Measure Format Disappears in SSAS 2005 .........................80 Appendix B. Samples .............................83 The Sample Outdoors Company ............................83 The Sample Outdoors Group of Companies .......................84 Employees...................................85 Sales and marketing ...............................85 Sample Outdoors database, models, and packages .....................86 Samples in the Go Data Warehouse (analysis) Package .....................88 iv IBM Cognos Query Studio Version 10.2.1: User Guide Return Quantity by Product Line ...........................88 Return Quantity by Product Line Chart .........................88 Returns by Product Type ..............................88 Sample in the Go Sales (query) Package ..........................88 Gross Profit for Bella Eyewear Brand ..........................89 Appendix C. Chart Types ............................91 Choosing a Chart Type and Configuration .........................91 Pie Charts ....................................91 Column Charts ..................................92 Bar Charts ....................................93 Line Charts ...................................94 Area Charts ...................................95 Column-Line Charts ................................96 Radar Charts ...................................97 Chart Configurations ................................97 Standard Charts .................................98 Stacked Charts .................................98 100 Percent Stacked Charts .............................99 Three-dimensional Charts .............................100 Appendix D. Limitations When Producing Reports in Microsoft Excel Format.....103 Unable to Load Images from the IBM Cognos Business Intelligence Content Store in a Report .......103 Blank Worksheet Appears ..............................103 Warning Message Appears When Excel Opens an IBM Cognos Business Intelligence Report ........103 Spreadsheet Content Not Saved for Reports Saved in XLS Format .................103 Unable to Load Excel Report in Netscape 7.01 .......................104 Unsupported IBM Cognos BI Formatting .........................104 Cells Contain Series of #...............................104 Table and Column Widths ..............................105 Secure Socket Layer (SSL) Is Not Supported in Some Excel Formats and Versions ...........105 Number Formats Become Currency Formats in Japanese Excel ..................105