IBM Cognos for Microsoft Office Version 11.0.0 User Guide IBM Contents Introduction........................................................................................................ vii Chapter 1. What's new?......................................................................................... 1 New features in version 11.0.0....................................................................................................................1 New features in version 10.2.0....................................................................................................................1 New features in version 10.1.1....................................................................................................................1 Enhancements to the refresh process................................................................................................... 1 Adjustment to access permissions........................................................................................................ 2 Enhancements to supported environments and platforms.................................................................. 2 Changed features in version 10.1.1.............................................................................................................3 Improved display of report content....................................................................................................... 3 Improved usability of reports with prompts..........................................................................................4 New features in version 10.1.0....................................................................................................................5 Support for standards for Section 508 of the U. S. Federal Rehabilitation Act.................................... 5 Importing reports or report elements from dashboards.......................................................................5 Viewing business cards.......................................................................................................................... 5 Chapter 2. Using IBM Cognos for Microsoft Office with other IBM Cognos products............................................................................................................7 Communicating business information.........................................................................................................8 Integrating with other IBM Cognos products..............................................................................................9 Chapter 3. IBM Cognos for Microsoft Office.......................................................... 11 The user interface for IBM Cognos for Microsoft Office........................................................................... 11 IBM Cognos for Microsoft pane............................................................................................................12 Getting started with IBM Cognos Office....................................................................................................13 Starting IBM Cognos Office..................................................................................................................13 Customize IBM Cognos Office..............................................................................................................14 Logging on to an IBM Cognos server................................................................................................... 16 Updating Connection URLs.................................................................................................................. 17 Chapter 4. Working with Microsoft Office documents............................................19 Refreshing report data and formatting......................................................................................................19 Refreshing report structures..................................................................................................................... 20 Clearing cells of content............................................................................................................................ 21 Convert dynamic data to static data..........................................................................................................22 Publishing a Microsoft Office document to IBM Cognos Connection.......................................................22 Open, save, and download Microsoft documents.....................................................................................23 Opening and saving a report locally from IBM Cognos Connection....................................................23 Downloading a Microsoft Office document from IBM Cognos Connection........................................ 23 Chapter 5. Using IBM Cognos for Microsoft Office................................................. 25 Customizing IBM Cognos for Microsoft Office.......................................................................................... 25 Viewing information cards................................................................................................................... 25 Showing cell-based border styles in Microsoft Word ......................................................................... 26 Checking for updates to the report structure...................................................................................... 26 Retrieving content from IBM Cognos Analytics........................................................................................ 27 Additional supported report objects....................................................................................................28 Unsupported report objects and formatting properties......................................................................29 Named ranges in Excel.........................................................................................................................30 iii Importing scaling formatting............................................................................................................... 30 Importing IBM Cognos PowerPlay reports..........................................................................................30 Importing workspace content..............................................................................................................32 Importing rich text elements and statistical information................................................................... 33 Import IBM Cognos report elements into Microsoft Excel................................................................. 34 Import IBM Cognos report elements into Microsoft PowerPoint....................................................... 36 Import IBM Cognos report elements into Microsoft Word................................................................. 38 Working with prompted reports................................................................................................................ 41 Prompt values.......................................................................................................................................41 Managing pre-authored BI reports and content.......................................................................................45 Importing a report element or widget................................................................................................. 46 Run a report in PowerPlay Studio, Analysis Studio, or Report Studio.................................................47 View or run report output versions...................................................................................................... 47 Verify or change properties for imported data.................................................................................... 48 Refreshing all imported reports in a Microsoft Office document........................................................50 Refreshing a report, report element, or widget...................................................................................51 Refreshing the structure of a report or a workspace...........................................................................52 Refresh a folder.................................................................................................................................... 53 Remove a report or data from a Microsoft Office document...............................................................53 Searching for reports or report content...............................................................................................54 Save a document created using IBM Cognos for Microsoft Office........................................................... 56 Open IBM Cognos Connection from a Microsoft Office application......................................................... 56 Chapter 6. Try it yourself exercises.......................................................................57 Microsoft Excel exercises.......................................................................................................................... 57 Import a list report............................................................................................................................... 57 Create an Excel list to narrow the focus of a report............................................................................ 58 Import a burst report and hide worksheets for burst recipients........................................................ 59 Microsoft PowerPoint exercises...............................................................................................................