IBM Cognos Business Intelligence V10

IBM Cognos Connection Overview 45 Security in IBM Cognos Connection: Roles and Responsibilities 46 Cognos Reports 47 Working with Cognos Reports 47 IBM Cognos Connection User Interface 48 Explore IBM Cognos Connection 50 Getting Ready 59 Examine Options in the Actions Column 60 Set Properties 60 Run with Options 66 Open with Report Studio 67 Create Report View 68 Schedule 69 More... 72 My Inbox 76 Steps to Create a New Task 77 Notifications 79 My Watch Items 82 Set Up Alerts on Saved HTML Report 82 Enable Watch Rules for a Report 83 Add Comments on Saved Reports 88 My Preferences 89 General Tab 89 Personal Tab 92 Portal Tabs 93 My Activities and Schedules 98 Current Activities 98 Past Activities 99 Upcoming Activities 99 Schedules 99 Create a New Job 100 Globalization 101 Skin Management 101 In a Nutshell: Reviewing by IBM Cognos BI Audience 102 Architect Perspective 102 Project Manager Perspective 102 Business Analyst Perspective 103 Developer Perspective 104 End-User Perspective 104 IBM Cognos BI Administrator Perspective 105 PART II: WORKING WITH IBM COGNOS STUDIOS 107 Chapter 4 Analysis Studio 109 Launch Analysis Studio 109 Analysis Studio High-Level Interface 109 Application Menu 111 Toolbar Options 112 Dimensional Data 113 Data Analysis Techniques 114 Swap Rows and Columns 114 Replace Measures 114 Sorting Rows or Columns 114 Replace Row and Column Values 115 Nest Rows and Columns 115 Switch the Nesting Sequence 116 Drill Down 116 Nested Values from Different Dimensions 117 Nested Values from Same Dimension 118 Change the Display of Measures 119 View Chart and Crosstab Together 120 Run Reports 120 Create Summary Calculations 121 Create Item-Based Calculations 121 Working with Sets 122 Detail-Based Set 122 Custom Sets 122 Selection-Based Set 123 Apply Filters 124 Steps to Apply Context Filters 124 Exclude 125 Hide Rows and Columns 125 Keep 126 Rank 126 Hold Current Context 126 Top or Bottom 127 Suppress 128 Working with Subtotals 129 User-Defined Filter 130 Combine User-Defined Filter 130 Drill-Through 131 Working with Crosstabs 132 Stacked Crosstabs (Union Set) 132 Stacked Column 133 Asymmetric Crosstabs 133 In a Nutshell: Reviewing by IBM Cognos BI Audience 133 Architect Perspective 134 Project Manager Perspective 134 Business Analyst Perspective 134 Developer Perspective 135 End-User Perspective 135 IBM Cognos BI Administrator Perspective 136 Chapter 5 Query Studio 137 Launch Query Studio 137 Query Studio High-Level Interface 138 Insert Data 138 Edit Data 139 Change Layout 140 Run Report 141 Manage File 142 Report Types 144 Relational Style 144 Dimensional Style 145 Open an Existing Report 146 Create a List Report 147 Steps to Create a Report 147 Run the Report 148 Steps to Run the Report 149 Change Layout 150 Page Breaks 151 Create Sections 151 Create a Crosstab Report 152 Create Filters 154 Remove Filters 155 Create a Complex Filter 156 Summarize Report 158 Sort Data 158 Create Calculations 159 Steps to Create Calculations 159 Define Custom Groups 161 Create Charts 163 Define Conditional Styles 164 In a Nutshell: Reviewing by IBM Cognos BI Audience 166 Architect Perspective 166 Project Manager Perspective 167 Business Analyst Perspective 167 Developer Perspective 168 End-User Perspective 168 IBM Cognos BI Administrator Perspective 169 Chapter 6 IBM Cognos Active Report 171 Key Features of Active Reports 171 Targeted Active Report Users 172 Active Report for End Users 172 Prerequisites for Consuming Active Reports 173 Data Selection Options When Using an Active Report 173 Active Report Security 174 Active Report Consumption 174 Run Active Report 174 Download Active Report for Offline Consumption 175 Active Report for Report Authors 176 Creating an Active Report 176 Reusing an Existing Report Studio Report to Build an Active Report 177 High-Level Active Report User Interface 177 Basic Components in Building an Active Report 179 Connecting Controls 182 Toolbox Tab Items 184 Download Active Report as a Report Author 187 Becoming Familiar with Active Report Toolbox Items 187 Data Drop-Down Lists 200 Hiding/Showing Columns in a Report 202 Drill-Through Reports 204 Bringing It All Together: Steps to Create an Active Report 205 Debugging Options 211 Additional Active Report Properties 211 In a Nutshell: Reviewing by IBM Cognos BI Audience 212 Architect Perspective 212 Project Manager Perspective 212 Business Analyst Perspective 213 Developer Perspective 214 End-User Perspective 215 IBM Cognos BI Administrator Perspective 215 Chapter 7 Event Studio 217 Event Studio Capabilities 217 Launch Event Studio 218 Event Studio High-Level Interface 218 Application Menu 220 Toolbar Options 223 Event Studio High-Level Tasks 224 Define Event Condition 225 Specify an Event Condition 226 Create an Event Condition for a Cell or Intersect in a PowerPlay Cube 227 Create Tasks 229 Manage Task Execution Rules 235 Preview 236 Validate Agent 237 Create Agent Views 238 Steps to Create Agent Views 238 Manually Run Agent 238 Bringing It All Together... 240 Create an Event Condition for a Cell in a PowerPlay Cube 240 Schedule the Agent 243 Steps to Schedule an Agent 243 Monitor Agent Status 244 Reset Event List 244 Subscribe to Agent Notification Lists 244 Set Permissions on Agents 244 In a Nutshell: Reviewing by IBM Cognos BI Audience 245 Architect Perspective 245 Project Manager Perspective 245 Business Analyst Perspective 246 Developer Perspective 247 End-User Perspective 247 IBM Cognos BI Administrator Perspective 248 Chapter 8 IBM Cognos Workspace 249 Cognos Workspace Audience/Users 250 Cognos Workspace User Interface 252 Content Pane 256 Tabbed Workspace 256 Global Area 258 Information Bar 258 Widget Actions Menu 259 On Demand Toolbar 259 Explore Application Bar Options 260 Explore Additional Options on the Application Actions Menu 268 Widgets and Widget Types 270 Content Widgets 270 Active Report Content 274 Toolbox Widgets 274 Explore the Widget Actions Menu Options 282 Widget Toolbar Options 284 Bringing It All Together-Build Your Own Workspace 285 Working with the Tabs 285 Implementing Drill Down/Drill Up in a Report 291 Adjusting Layout and Style... 292 Editing Workspace Style... 292 Adding a Widget Title 294 Sorting Data 294 Filtering Data 295 Adding Comments/Annotations 297 Changing Display Type 298 Adding Calculations 299 Grouping/Ungrouping Data 300 Adding a Select Value Filter Widget to the Workspace 301 Adding a Slider Filter to the Workspace 303 Adding a Chart to the Workspace 305 Changing Display Type and Visual Recommender 306 Sorting Values in a Chart 308 Filtering Data in a Chart 308 Drilling Up and Drilling Down in a Chart 309 Controlling Widget-to-Widget Communications 310 Do More... 311 Steps to Enhance a Chart Using Do More... 311 Advanced Techniques 313 Legacy Go!Dashboard Users 317 Multilingual Support Using Cognos Workspace 318 Integrating Content into Cognos Workspace 318 In a Nutshell: Reviewing by IBM Cognos BI Audience 319 Architect Perspective 319 Project Manager Perspective 320 Business Analyst Perspective 321 Developer Perspective 322 End-User Perspective 323 IBM Cognos BI Administrator Perspective 324 Chapter 9 IBM Cognos Workspace Advanced 325 Cognos Workspace Advanced Audience/Users 326 Data Sources and Content 326 Launching Cognos Workspace Advanced 327 Working with Cognos Workspace Advanced Packages and Reports 327 Reporting Styles and Layouts 329 Reporting Styles 329 Relational Style 329 Dimensional Style 330 Report Layouts 332 Opening an Existing Report 333 Exploring the Cognos Workspace Advanced User Interface 333 Properties Pane 338 Toolbox Tab 339 Standard Toolbar Options 341 Creating a New Report 343 Working with Relational Style Reports 344 Steps to Create a New Report 344 Modifying Item Properties 345 Group/Ungroup Data in the Report 346 Displaying Summary in a Grouped Report 347 Creating Custom Groups 348 Creating Sections 350 Creating Calculations 351 Creating Custom Calculations Using Query Calculation from Toolbox 353 Formatting Report Data Using the Properties Pane 355 Style 357 Filtering Data 359 Inserting a Chart in Your Report 365 Using the Page Layout Option 367 Swapping Rows and Columns 368 Suppressing Empty Cells in a Report 369 Enabling/Disabling Page Header and Footer 370 Running Reports 371 Drill Options 372 Using the Pivot List to Crosstab Option 373 Summarizing Report Data 374 Showing Content When No Data Is Available 375 Sorting Report Data 376 Lineage 378 Working with Dimensional Style Reports 379 Creating a Dimensional Report 379 Nesting Rows 382 Nesting Columns 383 Replacing Current Row/Column Values 384 Suppressing Empty Cells 384 Filtering Data 385 Inserting Children 388 Explore 389 Style 402 Run 402 Tools 402 Summarizing Data in a Dimensional Report 403 Group/Ungroup 404 Inserting Calculations 405 Pivot List to Crosstab 405 Section/Unsection 405 Automatically Create Crosstab Headers for Sets 406 Table Style Inheritance 407 Copying Cognos Workspace Advanced Data to Excel 409 Swap Rows and Columns 409 Insert Chart 409 Page Layout 410 Create Page Layers 410 Working with External Data 411 Publishing the Package 414 Creating a New Report Using External Data Package 419 Editing External Data 420 Deleting External Data 420 Lineage Information for Data Items 420 Drill-Through Options 420 Financial Reporting 421 Working with Charts 422 Chart Types 422 Chart Objects 425 Creating a Chart 426 Creating a Dashboard Report 428 Choosing Report Style: Cognos 8.x or Cognos 10.x 430 In a Nutshell: Reviewing by IBM Cognos BI Audience 430 Architect Perspective 430 Project Manager Perspective 431 Business Analyst Perspective 431 Developer Perspective 432 End-User Perspective 433 IBM Cognos BI Administrator Perspective 434 Chapter 10 IBM Cognos Report Studio 435 Launch Report Studio 435 Templates 436 Report Studio User Interface 437 Application Menu 438 Standard Toolbar 440 Style Toolbar 440 Work Area 440 Insertable Objects pane 440 Explorer Bar 441 Properties Pane 441 Creating a Simple Report 441 Running Reports 442 Report Building Techniques 443 Steps to Creating a Report 443 Building Crosstab Reports 452 Steps to Create a Crosstab Report with Unrelated (Discontinuous) Data 452 Creating Calculations 454 Steps to Create Query Calculation 455 Filters and Summaries 458 Detail Filters 459 Summary Filters 462 Conditional Highlighting 464 Prompts and Parameters 466 Creating Prompts Using Parameters 468 Creating Value Prompts 469 Creating a Cascading Prompt 471 Queries 473 Conditional Blocks 477 Drill-Through Reports 479 Drill-Through from a Report 479 Drill Through from a Package 483 Burst Reports 485 Burst Reports Step 1: Identify and Define Burst Recipients 485 Burst Reports Step 2: Specify Burst Group 486 Burst Reports Step 3: Set Burst Options in Report Studio 486 Burst Reports Step 4: Enable Bursting in Cognos Connection 487 Steps to Burst a Report 487 Working with Charts 489 Steps to Create a Column Chart 490 Exploding a Pie Slice in a Pie Chart 493 Summarizing Small Items 496 Bullet Charts 497 External Data 499 Working with Dimensional Reports 499 Understand Members, Member Unique Names, Sets, and Tuples 499 Working with Set Functions 500 Filtering Dimensional Data 501 Filter Using Prompts 504 Commonly Used Dimensional Functions 505 Drill-Through Reports 506 Maps 509 Steps to Create a Map Report 511 Add Custom Maps to Use in Cognos Report Studio 515 IBM Cognos Statistics 516 In a Nutshell: Reviewing by IBM Cognos BI Audience 519 Architect Perspective 519 Project Manager Perspective 520 Business Analyst Perspective 520 Developer Perspective 521 End-User Perspective 522 IBM Cognos BI Administrator Perspective 522 PART III: DEVELOPER TOOLS 525 Chapter 11 IBM Cognos Framework Manager 527 Understanding Client Requirements and Environments 527 Analyzing Data Requirements 528 Supported Data Sources 529 General Modeling Terms 529 Fact Tables 530 Dimension Tables 530 Hierarchy-Dimensional Hierarchy 532 Cardinality 533 Relationships 534 Determinants 534 Framework Manager Workflow 536 Framework Manager User Interface and Objects 536 Framework Manager User Interface 537 Framework Manager Object Types 543 Modeling Recommendations 545 Create a Project 545 Model Design Accelerator 546 Model Design Accelerator User Interface 549 Add Additional Items to the Model 552 Manually Creating the Star Schema Using Model Design Accelerator 553 Creating the Star Schema Using the Automated Process 566 Additional Tips 569 Steps to Manually Create a New Project 572 Preparing the Model to Build Sample Outdoor Company Reports 575 Identify All Data Sources and Define Data Access Strategy 575 Reporting Requirements Are Complete and Part of the Approved Project Plan 576 Data Mapping Document for the Reports in Scope 576 Create Data Source Connection 577 Importing the Identified Table/Procedures or Other Objects Required for Reporting 578 Verifying the Relationship Between the Imported Objects Is Accurate for Reporting and Validating the List of Imported Tables 580 Adding Additional Tables/Objects: Reviewing Imported Objects and Importing Missing or Additional Ones 586 Validating Query Item Properties and Preparing Metadata 588 Customizing Metadata for Runtime 592 Specifying Determinants as Required for Reporting 598 Creating a Star Schema Grouping for Presentation View 600 Creating and Publishing Packages 601 Creating a Package 602 Verifying a Package or a Model 604 Modifying a Package 605 Deleting a Package 605 Publishing a Package 606 Analyzing Publishing Impact 607 Running Model Advisor 609 Dimensional Modeling 610 Dimensionally Modeled Relational (DMR) Model 610 Creating a Regular Dimension 612 Creating a Measure Dimension 617 Scope Relationships 618 Creating a Star Presentation View 621 Working with Member Unique Names (MUN) 621 Set Up Drill-Through Parameters in Framework Manager 622 Multilingual Options 622 Durable Models 625 Governors 625 Framework Manager External Repository Control 625 Checking in Framework Manager Project Files for External Repository Control 626 Model Synchronization and Log files 626 Segmented Projects 627 Creating Model Documentation 627 Framework Manager Security 627 Using Package Level Security 628 Using Object Level Security 633 Using Data Level Security 636 Deleting Package Security 637 Implementing Multitenancy in Framework Manager 637 In a Nutshell: Reviewing by IBM Cognos BI Audience 638 Architect Perspective 638 Project Manager Perspective 639 Business Analyst Perspective 640 Developer Perspective 640 End-User Perspective 641 IBM Cognos BI Administrator Perspective 641 PART IV: SECURE IBM COGNOS ENVIRONMENT 643 Chapter 12 Securing IBM Cognos BI Environment and Its Objects 645 Introduction 646 Initial Security 647 Things to Do Before You Set Up Security 648 IBM Cognos Security Model 648 Encryption 649 Certificate Authority 649 Cognos Application Firewall 651 Authentication 653 Authorization 662 Built-In Groups and Roles 667 External Namespace Users, Groups, and Roles 695 Securing the Data Source Sign-Ons 719 Securing the Content Store 720 Managing Users in an IBM Cognos BI Environment 722 Removing Users from the Content Store 722 Automate Deletion of User Profiles 723 Trusted Credentials or Proxy 727 Create Trusted Credentials 728 In a Nutshell: Reviewing by IBM Cognos BI Audience 731 Architect Perspective 731 Project Manager Perspective 732 Business Analyst Perspective 732 Developer Perspective 733 End-User Perspective 733 IBM Cognos BI Administrator Perspective 733 PART V: MAINTAIN IBM COGNOS BI APPLICATIONS 735 Chapter 13 Maintaining Your IBM Cognos BI Application 737 Administration Process Flow 737 Plan: Requirements, Scope, Performance Variables, Multilingual Requirements 738 Install: Install Options, Single Server, Multiple Server 738 Configure: Cognos Application (Cognos Configuration), Servers, Security 739 Administer: Servers, Backup and Recovery, Activities, Schedule and Monitoring, Data Source Connections, Deployments, Security, and Manage BI Content 739 Launch IBM Cognos Administration 739 Explore High-Level Cognos Administration Portal 740 Status 740 Security 742 Configuration 743 Index Search 744 PowerPlay 745 System Monitoring 745 Understanding Performance Metrics 746 Dynamic Cube Monitoring 748 Dynamic Cube Tuning 749 Scheduling 750 Audit 752 Steps to Configure an Audit Database 752 Audit Levels 753 Automatic Credential and Sign-On Renewals 754 Creating Data Source Connections 754 Manage Own Data Source Sign-Ons 756 Backup and Recovery Options 756 Deployment 758 Deploy Process 759 Defining a Deployment Strategy 760 Deploying the Entire Content Store 761 Deploying Specific Content 762 Exporting Content from the Source Environment 762 Deploying in Multitenant Environment 766 Importing a Deployment Archive File in the Target Environment 767 Modifying an Existing Deployment Specification 768 Advanced Deployment Options 768 Upgrading Report Specifications 769 Working with Content IDs 770 Deploying Human Task and Annotation Services 770 Deploying IBM Cognos Workspace Comments 772 Dynamic Query Mode 773 In-Memory Caching 775 Optimized Master-Detail Relationships 776 Enhanced Null Suppression 776 Query Visualizations 776 Configuring Dynamic Query Mode 776 Administering the Query Service 779 Disabling the Query Service 783 Dynamic Query Analyzer 784 Launching IBM Cognos Dynamic Query Analyzer 785 Running the Report in Dynamic Query Analyzer 785 Working with the Log Files 786 Content Archival (FileNet): Archiving Saved Report Output to External Repositories FileNet 787 Archiving Content After Installing Content Archival Software 787 Creating Repository Connections for New Packages and Folders 788 Creating a Connection to the External Repository Data Source 789 Setting Up an External Repository for Report Output 792 Creating a Content Archive via New Content Maintenance Task option 793 Creating a Retention Rule Update Maintenance Task 794 Working with Content in the External Repository 796 Administering an Index Search 796 Creating an Index Update 796 Running an Index Update 798 Restricting a Content Search 799 Refining the Scope of the Index 799 Data Collection Options 800 Limiting Index by Language 801 Suggesting Content 801 Including Access Control Information in the Index 801 Collect Index Statistics 802 Multitenancy 802 Defining Tenancy 803 Enabling Multitenancy 804 Assign Tenant IDs to Existing Content 806 Impersonating a Tenant 807 Setting a Tenant ID for Public Content 807 Dynamic Cubes 807 Dynamic Cube Lifecycle 808 IBM Cognos Cube Designer 809 Get Metadata 811 Model Cube 811 Optimize Using Aggregate Advisor 818 Dynamic Cube Security 818 Upgrading to IBM Cognos V10 from IBM Cognos 8 820 Creating an Upgrade Plan 820 Upgrade Process 821 Lifecycle Manager: Report Testing and Validation 823 Supported Versions 824 Launch Lifecycle Manager 825 Lifecycle Manager High level Tasks 827 Configure Lifecycle Manager 827 Validate in Source 831 Run in Source 832 Validate in Target 833 Run in Target 834 Output Comparison 834 Tasks Summary 836 Multiversion Coexistence 837 Lifecycle Manager Backup 839 Securing Lifecycle Manager Content 839 Cognos Configuration Validation Tool 839 In a Nutshell: Reviewing by IBM Cognos BI Audience 840 Architect Perspective 840 Project Manager Perspective 841 Business Analyst Perspective 842 Developer Perspective 843 End-User Perspective 843 IBM Cognos BI Administrator Perspective 843 PART VI: MANAGING IBM COGNOS PROJECT 845 Chapter 14 Manage IBM Cognos Project: An Overview 847 IBM Cognos BI Product Roadmap and Versions 848 IBM Cognos Series 7 Roadmap 849 IBM Cognos BI Roadmap 850 High-Level Flow of a BI Application 852 Thinking Dimensionally 853 High-Level Data Flow in a BI Application 855 BI Application Development: Agile/Iterative Approach 856 Types of BI Implementation 856 New Implementation 857 Conversion of a Legacy Non-IBM BI System to an IBM Cognos BI System 857 Upgrading from One Version of IBM Cognos BI to a Later Version 858 Migrating from Previous Versions of IBM Cognos BI to Later/Current Versions of IBM Cognos BI 859 Product Migration Guidelines 860 Managing an IBM Cognos BI Project 862 BI Project Phases: Overview 863 Plan/Analyze Phase 864 Design Phase 864 Configure/Build Phase 865 Deploy Phase 865 Operate Phase 865 Project Phases and Associated Tasks/Work Breakdown Structure (WBS) 865 Analyze Phase 865 Design 869 Configure/Build 874 Deploy 878 Post Launch Activities 881 Operate 882 BI User Community 885 BI Project Execution Team: Resource List Versus Task List 886 Reporting Requirements, Cognos Tools, and Resource Map 887 BIG Data: Impact, Considerations, Tools, and Resources 889 Why Big Data? 889 What Is Big Data? 890 Analyzing Big Data with IBM Business Analytics 891 BI Big Data Architecture for Data at Rest 892 BI Big Data Architecture for Data in Motion 893 In a Nutshell: Reviewing by IBM Cognos BI Audience 894 Developer Perspective 894 Architect Perspective 895 Project Manager Perspective 895 Business Analyst Perspective 896 End-User Perspective 896 IBM Cognos BI Administrator Perspective 897 PART VII: APPENDIXES 899 Appendix A Chapter 9 Project External Data File 901 Appendix B IBM Cognos v10 BI Certification: Sample Exam Questions 903 Appendix C Project Plan 909 Appendix D Sample Reports Requirements Template 925 Index 931