IBM Cognos Analytics - Reporting Version 11.0 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. Contents Chapter 1. Getting started in IBM Cognos Analytics - Reporting ........... 1 The user interface.................................. 1 Work in design, structure, or preview view ......................... 6 Report layout and queries ............................... 7 Layout .................................... 7 Queries .................................... 8 Report objects ................................... 9 Find objects in a report .............................. 10 Relational and dimensional reporting styles......................... 11 Options..................................... 13 Web browser settings ................................ 16 Chapter 2. Creating a report .......................... 19 Templates and themes ................................ 19 Adding data ................................... 19 Inserting a single data item .............................. 20 Validating a report ................................. 21 Running a report ................................. 22 Limited and fully interactive reports .......................... 25 Specify Not to Render a Page If It Does Not Contain Data................... 26 Controlling the Rows Per Page for Multiple Containers in HTML and PDF ............. 26 Producing a Report in CSV Format .......................... 27 Producing a Report in Microsoft Excel Format ....................... 28 Producing a Report in XML Format .......................... 28 Viewing performance details ............................ 29 View Lineage Information for a Data Item ......................... 30 The IBM Cognos Analytics lineage tool ......................... 31 Access the IBM InfoSphere Information Governance Catalog ................... 32 Support for bidirectional languages ........................... 33 Reports for workspaces in Cognos Workspace ........................ 35 Prompts in workspaces in Cognos Workspace ....................... 36 Enable filters in workspaces in Cognos Workspace ..................... 36 Creating Reports for IBM Cognos for Microsoft Office ..................... 37 Creating Reports for Mobile Devices ........................... 38 The IBM Cognos Software Development Kit ........................ 38 Chapter 3. Lists ................................ 41 Set list properties ................................. 41 Hide columns in list reports .............................. 42 Creating a scrollable list ............................... 43 Using Repeaters .................................. 43 Chapter 4. Crosstabs ............................. 45 Crosstab Nodes and Crosstab Node Members ........................ 45 Set Crosstab Properties ............................... 47 Create a Single-Edge Crosstab ............................. 48 Create a Nested Crosstab ............................... 49 Creating headers automatically for sets in crosstabs ...................... 50 Showing crosstab values as percentages .......................... 50 Specify the Default Measure .............................. 52 Swap Columns and Rows .............................. 52 Indent Data ................................... 52 Change a List into a Crosstab ............................. 53 iii Chapter 5. Charts ............................... 55 Current Default Charts and Legacy Charts ......................... 55 Creating Charts .................................. 55 Chart Objects .................................. 56 Chart Types ................................... 59 Choosing a Chart Type and Configuration ........................ 59 Column Charts ................................. 60 Line Charts .................................. 61 Pie Charts ................................... 61 Bar Charts ................................... 62 Area Charts .................................. 63 Point Charts .................................. 64 Combination Charts ............................... 65 Scatter Charts ................................. 65 Bubble Charts ................................. 66 Quadrant Charts................................. 67 Bullet Charts .................................. 68 Gauge Charts.................................. 69 Pareto Charts .................................. 70 Progressive Column Charts ............................. 71 Microcharts .................................. 71 Marimekko Charts ................................ 72 Radar Charts .................................. 73 Polar Charts .................................. 73 Range Indicator Charts .............................. 74 Chart Configurations ............................... 74 Convert Charts From One Type to Another ......................... 78 Convert Legacy Charts to Current Default Charts ...................... 78 Limitations When Converting Legacy Charts ....................... 78 Customizing chart properties ............................. 79 Resize a Current Default Chart ............................ 82 Resize a Legacy Chart ............................... 83 Customizing the Color Palette of a Chart ........................ 83 Creating a Conditional Color Palette in a Chart ...................... 86 Change a Chart Background in a Current Default Chart ................... 90 Change a Chart Background in a Legacy Chart ...................... 90 Add background effects to a chart object in a legacy chart ................... 91 Add Colored Regions in a Current Default Chart ...................... 92 Specify Custom Label Text ............................. 93 Customizing the Axes of a Chart ........................... 94 Showing Gridlines in a Chart ............................ 98 Customize the Legend in a Current Default Chart ..................... 99 Customize the Items in the Legend of a Legacy Chart .................... 101 Adding a note to a chart ............................. 101 Adding a baseline to a chart ............................ 103 Adding markers to charts ............................. 106 Display Trendlines in Current Default Charts....................... 109 Display Regression Lines in Legacy Scatter or Bubble Charts ................. 110 Showing data labels or values in current default charts ................... 111 Showing data values in current default pie and donut charts ................. 112 Define Query Context When Customizing Legend Entries, Legend Titles, or Axis Labels ........ 113 Summarize Small Slices, Bars, or Columns in Current Default Charts ............... 113 Customizing lines and data points in a line chart ..................... 114 Customize a Current Default Combination Chart ..................... 116 Create a Matrix of Current Default Charts ........................ 116 Customize a Current Default Gauge Chart........................ 118 Customize a Legacy Gauge Chart .......................... 120 Defining color by value in current default scatter or bubble charts................ 121 Specify the Bubble Size in a Current Default Bubble Chart .................. 122 Set the Position of the First Slice in a Current Default Pie Chart ................ 123 Creating a Donut Chart from a Current Default Pie Chart .................. 123 iv IBM Cognos Analytics - Reporting Version 11.0: User Guide Pull Out Pie Slices in a Current Default Pie Chart ..................... 124 Define the Cumulation Line in a Current Default Pareto Chart ................. 125 Define the Cumulation Line in a Legacy Pareto Chart .................... 126 Insert a Microchart into a Crosstab .......................... 126 Customize a Current Default Bullet Chart ........................ 127 Changing the number of hotspots in a chart ........................ 127 Create a drill-up and drill-down chart .......................... 128 Chapter 6. Extensible visualizations....................... 131 Adding a visualization to a report