IBM Cognos 8 Business Intelligence Report Studio Version 8.4.1 Professional Authoring User Guide Product Information This document applies to IBM Cognos 8 Version 8.4.1 and may also apply to subsequent releases. To check for newer versions of this document, visit the IBM Cognos Information Centers (http://publib.boulder.ibm.com/infocenter/cogic/v1r0m0/index.jsp). Copyright Licensed Materials - Property of IBM © Copyright IBM Corp. 2005, 2009. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. IBM, the IBM logo, ibm.com, and Cognos are trademarks or registered trademarks of International Business Machines Corp., 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 www.ibm.com/legal/copytrade.shtml. 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Table of Contents Introduction 29 Chapter 1: What's New? 31 New Features in Version 8.4 31 Enhanced Drill-through Capabilities 31 New Chart Types 31 Extended Suppression Capabilities 32 Crosstab Measures Can be Formatted Based on Other Crosstab Measures 32 New Color Palettes for Charts 32 Enhanced Report Graphics 32 Synchronized Drilling Up and Drilling Down with Multiple Queries 32 Lineage Information for Data 33 Access to the IBM® WebSphere® Business Glossary 33 Extended Support for Dimensionally-modeled Relational Data Sources 33 Support for Multiple Hierarchies per Dimension for IBM Cognos and SSAS Cubes 33 Intersections (Tuples) Can Include Calculated Members and Measures 34 New Query Properties 34 Changed Features in Version 8.4 34 Shared Queries Between Lists and Repeaters 34 Editing SQL 34 What's New in Version 8.3 34 New Features in Version 8.3 35 Changed Features in Version 8.3 39 Deprecated Features in Version 8.3 43 Chapter 2: Understanding Report Studio 45 Building IBM Cognos 8 Applications 45 Relational vs. Dimensional Reporting Styles 46 The User Interface 48 Report Layout and Queries 52 Layout 52 Queries 53 Report Objects 53 Find Objects in a Report 55 Options 55 Web Browser Settings 58 Professional Authoring Mode vs. Express Authoring Mode 58 Change Authoring Modes 59 The IBM Cognos 8 SDK 59 Chapter 3: Creating a Report 61 Creating a Basic Report 61 Specify the Data Package 61 Choose a Basic Report Layout 62 Add Data 63 Licensed Materials – Property of IBM © Copyright IBM Corp. 2005, 2009. 3 Table of Contents Validate a Report 65 Save a Report 66 Run a Report 67 Set PDF Page Options 72 Creating Accessible Reports 73 View Lineage Information for a Data Item 73 Access the IBM® WebSphere® Business Glossary 76 Creating Reports for IBM Cognos 8 Go! Office 76 Creating Reports for Mobile Devices 78 Chapter 4: Lists 79 Set List Properties 79 Limitations When Using Set Expressions in List Reports 80 Using Repeaters 81 Convert a List into a Repeater 81 Example - Create Mailing Labels 82 Chapter 5: Crosstabs 85 Crosstab Nodes and Crosstab Node Members 86 Moving Crosstab Nodes 86 Crosstab Node Creation Option 87 Set Crosstab Properties 87 Create a Single-Edge Crosstab 89 Create a Nested Crosstab 89 Specify the Default Measure 90 Swap Columns and Rows 91 Indent Data 91 Change a List into a Crosstab 92 Example - Add Aggregate Data to a Crosstab 92 Example - Create a Discontinuous Crosstab 93 Chapter 6: Charts 95 Creating Charts 95 Chart Types 96 Choosing a Chart Type and Configuration 98 Microcharts 98 Pie Charts 99 Column Charts 100 Marimekko Charts 100 Progressive Column Charts 101 Pareto Charts 101 Win-loss Charts 102 Bar Charts 102 Line Charts 103 Area Charts 104 Combination Charts 104 Radar Charts 105 Scatter Charts 105 Bubble Charts 106 Point Charts 107 4 Report Studio Table of Contents Quadrant Charts 107 Polar Charts 108 Metrics Range Charts 108 Gauge Charts 109 Chart Configurations 110 Example - Create a Column Chart to Plot Order Trends 112 Set Chart Properties 113 Insert a Microchart into a Crosstab 116 Example - Insert a Line Microchart 116 Create a Win-Loss Chart 117 Example - Create a Win-Loss Chart 118 Show Data Points or Value Markers 119 Customize the Colors of a Chart 120 Example - Customize the Palette in the Order Trends Chart 120 Change a Chart Background 121 Example - Change the Background of the Order Trends Chart 122 Add a Baseline to a Chart 122 Example - Add a Baseline to the Order Trends Chart 124 Customize the Lines in a Chart 125 Add a Marker to a Chart 126 Add a Note to a Chart 127 Example - Add a Note to the Order Trends Chart 128 Example - Format the Axis Values of the Order Trends Chart 129 Example - Create a Drill-through Chart 129 Specify Custom Label Text 131 Specify the Properties of a Gauge Chart 132 Create a Drill-up and Drill-down Chart 132 Example - Show Values in the Chart Legend 133 Define Query Context When Customizing Legend Entries, Legend Titles, or Axis Labels 134 Example - Customize the Axis Titles 135 Example - Create a Conditional Palette 137 Chapter 7: Maps 139 The Report Studio Map Object 139 Example - Create a Map Report 141 Set Map Properties 142 Example - Define Data Values for the Region Layer 144 Match Data Values to Names in the Map File 144 Define Data Values for the Point Layer 145 Add Colors to the Region or Point Layer 146 Add a Legend Title 146 Add a Note to a Map 147 Drill Through to Another Report From a Map 148 Edit a Map 149 Additional Maps 149 Location Intelligence 149 Chapter 8: Relational Reporting Style 151 Add Relational Data to a Report 151 Grouping Relational Data 152 Professional Authoring User Guide 5 Table of Contents Perform Advanced Grouping 153 Set the Group Span for a Column 154 Divide Data into Sections 156 Summarizing Data Relationally 158 Add a Simple Summary 159 Set the Auto Group & Summarize Property 160 Specify Detail or Summary Aggregation in the Model 160 Specify Aggregation Properties for a Data Item 160 Use Summary Functions in Data Item Expressions 161 Summary Functions 162 Focusing Relational Data 167 Create a Detail or Summary Filter 167 Sorting Relational Data 172 Perform Advanced Layout Sorting 173 Working with Relational Queries 173 Specify a List of Data Items for an Object 174 Relate a Query to a Layout 174 Connecting Queries Between Different Data Sources 175 Multiple-fact Queries 175 Add a Query to a Relational Report 178 Create a Union Query 179 Create a Join Relationship 182 Reference a Package Item in a Child Query 183 Create a Master Detail Relationship 184 Working with Queries in SQL 186 Using Relational Calculations 189 Units of Measures 190 Chapter 9: Dimensional Reporting Style 191 Add Dimensional Data to a Report 191 Insert Members 193 Create a Set of Members 194 Insert a Hierarchy 194 Insert a Member Property 195 Nest Members 195 Search for Members 196 Extended Data Items 196 Tips for Working with Ragged or Unbalanced Hierarchies 197 Limited Support for Relational Functions When Used with OLAP Data Sources 198 Customize Your Source Tree 198 Summarizing Data Dimensionally 199 Add a Simple Summary 200 Specify the Aggregation Mode 201 Aggregating Values in Crosstabs 201 Aggregating Member Sets 204 Limitations When Summarizing Measures in Dimensionally-modeled Relational (DMR) Data Sources 204 Summary Functions 205 Focusing Dimensional Data 210 6 Report Studio Table of Contents Create a Context Filter 210 Limitations When Filtering Dimensional Data Sources 212 Define a Prompts Using a Context Filter 213 Sorting Dimensional Data 213 Perform Advanced Set Sorting 215 Working with Dimensional Queries 215 Specify a List of Data Items for an Object 215 Relate a Query to a Layout 216 Using Dimensional Data Sources with Queries 216 Connecting Queries Between Different Data Sources 217 Multiple-fact Queries 217 Add a Query to a Dimensional Report 220 Add Dimension Information to a Query 221 Create a Master Detail Relationship 223 Working with Queries in SQL or MDX 226 Example - Create a Dynamic Report That Shows Period-to-date Data 230 Using Dimensional Calculations 232 Create a Simple Member Calculation 233 Create a Layout Calculation 234 Insert a Calculated Member or Measure 234 Create a Set Expression 236 Create an Intersection (Tuple) 237 Intersecting Calculations in Crosstabs and Charts 237 Drilling Up and Drilling Down in Dimensional Reports 240 Member Sets 240 Create a Drill-up/Drill-down Report 241 Chapter 10: Using the Expression Editor 247 Dimensional Coercion Rules 249 Coercion Rules for Dimensional Objects 251 Coercion Rules for Numeric and String Values 252 Coercion Paths 252 Browse or Search the Values of a Data Item 253 Searching for Values May Return Unexpected Results 254 Using Quotation Marks in Literal Strings 254 Recommendation - Use Member Unique Name (MUN) Aliases 254 Running a Report That Contains Members 254 Functions Not Available When Creating a Report or Layout Expression 255 Concatenating Strings 255 Limitations for Specific Data Sources 255 Creating Expressions Using SAP BW Data Sources 255 Using Excel Functions with SSAS 2005 Data Sources 256 Expression Components 256 Operators 257 Summaries 264 Member Summaries 275 Constants 278 Constructs 280 Business Date/Time