IBM Cognos Analytics Version 11.1 Data Modeling Guide IBM © Product Information This document applies to IBM Cognos Analytics version 11.1.0 and may also apply to subsequent releases. Copyright Licensed Materials - Property of IBM © Copyright IBM Corp. 2015, 2021. 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. © Copyright International Business Machines Corporation 2015, 2021. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Chapter 1. Data modeling in Cognos Analytics........................................................ 1 Modeling user interface .............................................................................................................................. 2 Customizing the user interface.............................................................................................................. 4 Chapter 2. Data modules and their sources.............................................................5 Data module sources................................................................................................................................... 5 Data servers............................................................................................................................................5 Packages.................................................................................................................................................5 Uploaded files.........................................................................................................................................5 Data sets................................................................................................................................................. 6 Data modules..........................................................................................................................................6 Creating a data module................................................................................................................................6 Discovering related tables........................................................................................................................... 8 Adding sources or tables to a data module.................................................................................................9 Updating columns in a data module..........................................................................................................10 Reloading the schema metadata...............................................................................................................11 Relinking sources.......................................................................................................................................11 Enriching packages.................................................................................................................................... 13 Setting up data caching............................................................................................................................. 14 Securing data............................................................................................................................................. 16 Chapter 3. Modeling metadata ............................................................................ 19 Relationships............................................................................................................................................. 19 Creating a relationship......................................................................................................................... 19 Join operators.......................................................................................................................................20 Join optimization.................................................................................................................................. 21 Custom tables............................................................................................................................................ 21 Creating custom tables........................................................................................................................ 23 Creating tables using SQL .........................................................................................................................25 Column dependencies............................................................................................................................... 26 Defining column dependencies............................................................................................................29 Configuring column dependencies...................................................................................................... 31 Calculations................................................................................................................................................33 Creating basic calculations.................................................................................................................. 34 Creating custom calculations...............................................................................................................35 Filters......................................................................................................................................................... 36 Creating embedded filters................................................................................................................... 36 Creating selectable filters.................................................................................................................... 37 Hiding items .............................................................................................................................................. 38 Creating data groups..................................................................................................................................39 Cleaning data............................................................................................................................................. 40 Creating navigation paths..........................................................................................................................42 Formatting data..........................................................................................................................................43 SQL in Cognos Analytics............................................................................................................................ 44 Supported SQL types ...........................................................................................................................44 Showing the query information............................................................................................................45 Generating the query SQL ................................................................................................................... 45 Validating data modules............................................................................................................................ 46 Object properties....................................................................................................................................... 46 iii Chapter 4. Members in the data tree.....................................................................49 Searching for members............................................................................................................................. 51 Setting the members display limits...........................................................................................................51 Displaying relational members..................................................................................................................52 Chapter 5. Relative date analysis......................................................................... 55 Sample calendars ..................................................................................................................................... 55 Creating a custom retail calendar ....................................................................................................... 57 Creating a data module for relative date analysis.....................................................................................59 Creating relative date filters ..................................................................................................................... 61 Creating filter expressions................................................................................................................... 62 Expression variables ............................................................................................................................64 Example filter: Last 12 months............................................................................................................65 Example filter: Next