book

IBM Cognos 8 Business Intelligence: The Official Guide

Name: IBM Cognos 8 Business Intelligence: The Official Guide
Author: Dan Volitich
ISBN: 9780071643597

by Dan Volitich

May 2008

Intermediate to advanced

752 pages

18h 24m

English

McGraw-Hill

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Cover
Copyright
About the Author
Contents at a Glance
Contents
Acknowledgments
Introduction
Part I: Introduction to Performance Management and IBM Cognos 8 BI
1. Performance Management
Defining Performance ManagementThe IT Perspective of BIThe BI Business PerspectiveCreate a BI Competency CenterThe Pursuit of Performance ManagementSummary
2. Monitoring Performance Using Dashboards and Scorecards
Dashboards Show Current InformationViewing Metrics with ScorecardsValue of a Balanced ScorecardPlanning for Dashboards and ScorecardsUnderstand Your NeedsChoose MetricsBenefits of a Successful Implementation

3. Introduction to IBM Cognos 8 Business Intelligence.
Cognos 8 User RolesNon-Author RolesAuthor RolesCognos Connection and Cognos 8 StudiosCognos ConnectionQuery StudioReport StudioEvent StudioMetric StudioAnalysis Studio
4. Planning, Budgeting, and Forecasting for the Finance Office
Options for IntegratingOptions for Reporting Enterprise Planning DataCreate Package when Running GTP on Planning ApplicationSelect Planning Contributor as a Data Source in Framework ManagerUse Generate Framework Manager Model ExtensionSetup Prior to Running the Generate Framework Manager Model ExtensionTable-only Publish LayoutConfigure and Run the Generate Framework Manager Model ExtensionFramework Manager Model LocationPackage NameList TypesAnnotationsGenerate Framework Manager Model Extension WizardInside the Framework Manager ModelPhysical and Business ViewRelationships CreatedSecurity FiltersPackage Ready for PublishingData Source to Table-only Layout Container
Part II: Accessing and Using IBM Cognos 8 Business Intelligence
5. Cognos Connection I
About Cognos ConnectionCustomizing Cognos ConnectionSet a Home PageSet PreferencesRun ReportsOrganize InformationCreate a New FolderSet the Default ViewSet PropertiesManage ReportsSave Report ViewsSchedule ReportsCreate a New Job
6. Cognos Connection II
View Output VersionsDownloadManage VersionsRun with OptionsView Historical InformationView Run HistoryView Run History DetailsSet PropertiesMy Watch ItemsDisable an EntryView the URLChange Output FormatsUse Report Viewer OptionsSave As Report ViewUse Drill-up and Drill-downUse the Go To LinkNew PagesCreate a New PageAdd Content to a PortletCreate a Portal TabAdvanced Portal Page FeaturesPortlet-to-Portlet CommunicationPortlet-to-Portlet Communication Using a Prompt
7. IBM Cognos 8 BI Consumer Modes
Using IBM Cognos 8 Go! OfficeConnect to Microsoft OfficeLog on to Cognos 8 Through Microsoft OfficeImport Cognos 8 Content into an Office ApplicationUsing BI Analytics in Microsoft ExcelPublish Microsoft Office Documents in Cognos 8Refresh Cognos 8 Content in Microsoft OfficeUsing IBM Cognos 8 Go! SearchCreate a Search IndexAccess Search ModeUsing IBM Cognos 8 Go! Mobile
Part III: Authoring IBM Cognos 8 Business Intelligence Content
8. Self-Service Query Authoring
About Query StudioTypes of DataData ViewsCreate a QueryOpen Query StudioAdd Query ItemsMove ColumnsFilter DataSort DataGroup DataChart DataSave a QueryPrint DataEnhance a QueryFormat a QueryApply a TemplateCombine FiltersSummarize DataPivot to Create a CrosstabModify Advanced OptionsCalculate DataManage a QueryOpen an Existing QueryExport and View QueriesReport Definitions
9. Advanced Reporting I
Opening Report StudioStandard ToolbarStyle ToolbarInsertable ObjectsExplorer BarWork AreaProperties PaneList ReportGroup Data in ReportsFiltering ReportsAdding Calculations to ReportsAdding Summary Lines to ReportsSetting the Rollup Aggregrate FunctionBasic Report FormattingAdd a Header to a ReportChange Font Size in a ReportAdd Background Color to an Object in a ReportAdd a Border to an ObjectConditional HighlightingPromptingCascading PromptAdding Dynamic TitlesAdding Formatting to ParametersCreating Crosstab ReportsCreating Chart Reports
10. Advanced Reporting II
Create a Drill-ThroughSet Up a Target Report for Drill-Through AccessSet Up a Source Report for Drill-Through AccessMaster Detail RelationshipCreate a Master Detail RelationshipSelecting AncestorsModify the Style for Multiple ItemsQuery ManagementQuery TypesSpecify What Appears when There Is No Data AvailableDynamic Data Formatting Using VariablesBursting ReportsAdvanced PromptingHTML ItemsSingletonInsert a Singleton ObjectEdit a Query Associated with a Singleton ObjectAssociate Multiple Singletons to One QueryTable of ContentsSet Up the Table of ContentsAdd a Table of Contents Entry for a Particular Data ItemAdd Bookmarks to the Table of Contents
11. Analytics Using Analysis Studio
About Analysis StudioDefining the Next Business QuestionUnderstanding Dimensions and MeasuresCreate an AnalysisOpen Analysis StudioAdd Dimensions and MeasuresDrill-Down and Drill-UpNavigate Down or Up a LevelSlice and Dice an AnalysisSave an AnalysisWorking with Large Data SetsShowing Less Is MoreApplying Context FiltersCreate and Edit CalculationsDisplay Top or Bottom ValuesApplying Zero SuppressionManaging Custom SetsApplying Complex FiltersNesting ItemsStacking ItemsNesting and Stacking ItemsModify the LayoutSorting Data in an AnalysisExcluding CategoriesManage Totals and SubtotalsInserting Charts and GraphsModify Data FormatApply TemplatesBeyond Analysis StudioView Analysis in Report StudioIBM Cognos 8 Go! Office Analysis
12. Advanced Reporting III
Differences Between Relational and Dimensional ModelsModel Types and Dimensional StructureNavigating Dimensional StructuresGenerating a Report from a Dimensional ModelInserting Hierarchies into ReportsAttributes in ReportsFocus Dimensional DataDimensional Query BehaviorEfficient Dimensional QueriesNavigation with Dimensional FunctionsFamily FunctionsRelative FunctionsRelative Time FunctionsComplex FunctionsExpress Authoring ModePackage Tree SettingsAdvanced Options for Inserting Data ObjectsContext FiltersPage LayersPick Up and Apply StylesPromptingCalculationsAnalyze Intersections in Analysis StudioDrill-Down Capabilities
13. Scorecards and Metrics
Introduction to Metric DesignerCreate MetricsMetric TypesCreate a Metrics Extract from a Dimensional SourceCreate a Metric Extract from Relational PackagesAdd Multiple Metrics to a Single ScorecardHelpful Hints for Working with MetricsEnsure Scorecards Have Unique ID CodesChoose the Best Time SettingVerify Metric Data Extracted from PackagesIntroduction to Metric StudioAccessing Metric StudioTransfer MetricsTransfer Metrics from the Staging AreaTransfer Metrics from Flat TablesWork with ScorecardsCreate Impacting/Impacted RelationshipsAdd Metrics to Scorecards in Metric StudioCreate Scorecard StrategiesDevelop Watch ListsAdd Cognos 8 Reports to MetricsMetric Studio Success!
14. Event Management
Accessing Event StudioNavigation in Event StudioWhat Is an Event?Business Uses for Event ManagementCreating an AgentSpecify a ConditionTest an AgentAdding a TaskSpecify the Task Execution RulesPreview the DataSave an AgentScheduling an AgentMaintaining an AgentModify an Event ConditionModify a TaskDelete a TaskChange the Order to Run TasksSpecify Default Options for Tasks of an AgentAgents in Cognos ConnectionRun an Agent ManuallySchedule an Agent in Cognos ConnectionCreate an Agent View
Part IV: Administration of IBM Cognos 8 Business Intelligence
15. Building the Model with Framework Manager
What Is a Model?Creating a New ModelStarting a New ProjectThe Metadata WizardThe Application and Its ObjectsNavigating Framework ManagerObjects that Make Up the ModelCreating New Objects in Your ModelCreating Objects to Organize Your ModelCreating a NamespaceCreating FoldersCreating and Editing Query SubjectsCreating Data Source Query SubjectsCreating Model Query SubjectsCreating Stored Procedure Query SubjectsCompleting Query Subjects DefinitionsCreating RelationshipsRelationship LinksCardinalityHow Cognos 8 Uses Relationships to Generate QueriesRelationship SQLViewing Relationships in Your ModelModeling ChallengesApproximating a Star SchemaAliasingMore Objects for Report WritersCreating Filters for UsersCreating CalculationsSetting PropertiesImportant Properties to SetThe Easiest Way to Set Properties on Many ObjectsOrganizing Your ModelStar Schema Groupings and Reference ShortcutsApproaches to Model OrganizationValidating Your ModelTestingVerifyingThe Model AdvisorPublishing Your ModelCreating a PackagePublishing a Package
16. Framework Manager II
MacrosCreating a MacroMacro FunctionsAdditional Macro ExamplesSecurityConfigure Package AccessSpecify Object SecurityData SecurityDimensionally Modeled Relational ModelsWhy Dimensionally Model Metadata?A Dimensional PrimerBuilding the Dimensionally Modeled Relational ModelManaging Projects in Framework ManagerMulti-user DevelopmentOther Items of InterestWhat Now?
17. Security
AuthenticationAuthorizationUsers, Groups, and RolesDefault UsersDefault GroupsDefault RolesSecuring the Default RolesAdding Users, Groups, and Roles to the Cognos 8 NamespaceAccess PermissionsSetting Access PermissionsAccess Permissions InteractionCognos 8 CapabilitiesAccessing CapabilitiesCapabilities You Might Want to ChangeGroups and Roles: What Is the Difference?Using Roles, Access Permissions, and CapabilitiesBusiness Case: Configuring Initial SecurityBusiness Case: Wait! That Is Not What I Wanted!User ModesConfiguring the Consumers RoleConfiguring the Authors RoleConfiguring the Administrator RolesTroubleshooting and Testing
18. Cognos Connection Management
Introduction to Cognos AdministrationManage Data Source ConnectionsCreate a Data Source ConnectionModify a Database ConnectionContent AdministrationCreate an Export Archive of Your ContentImport a Content ArchiveOrganize ContentSchedule ManagementView SchedulesModify SchedulesMaintain Distribution ListsAdd a ContactCreate a Distribution ListServer AdministrationManage MetricsSet PropertiesManage GatewaysManage LogsManage TuningManage Status and MonitoringView StatusMonitoringPortlet Integration
Index

Content preview from IBM Cognos 8 Business Intelligence: The Official Guide

CHAPTER

Self-Service Query Authoring

Query Studio is a simple query authoring interface designed for business people who know their business, but don’t know how or have the time to write complex reports. Using Query Studio, you can retrieve data from a source and put it into query format. After you create queries, Query Studio provides the tools you need to dress up the query using the same type of formatting tools you would use in any of the Microsoft Office products. Finally, you can share queries with licensed Cognos 8 users such as management, co-workers, colleagues, and investors who have access to Cognos Connection.

Throughout this chapter, you will see different features from the Query Studio menu and toolbars. Most of the options available ...

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IBM Cognos 8 Business Intelligence: The Official Guide

by Dan Volitich

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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