prepared by Kirk Dunphy

Transcription

1 prepared by Kirk Dunphy

2 Discussion Topics Part I Business Intelligence and Analytics Reports

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4 Cognos Business Intelligence What is happening? Why did it happen? What is going to happen? reporting analysis planning Information based Agenda Performance Management Business Intelligence ecms houses a wealth of information secure, integrated, solid data system Cognos brings the information to light innovative, easy to use, flexible interface and display

5 Cognos Business Intelligence Reporting: A new report has been requested. Your manager needs a report that will show hours worked by employee by job within a date range. Inputs at runtime include: analysis planning Prompt for Company / Division Number. Prompt for Weekending Dates, From & To Dates. Prompt for Job Numbers with ability to select multiple Jobs. Ability to sort report by Employee Number, Employee Name, or Job Number. Report Header: Company, User info in Header. Date report ran, Company Logo, From & To Dates. Page count.

6 Cognos Business Intelligence Reporting: A new report has been requested. Your manager needs a report that will show hours worked by employee by job within a date range. Report Columns: analysis planning Employee Number, Employee Name, Job number, Week Number, Day Number, Regular Hours, Overtime Hours, Other Hours, Total Hours. Report Calculations: Total Hours = Reg + OT + Other Total Hours by Employee. (Grouping) Sorting can be applied to Employee Number, Employee Name or Job Number.

7 Cognos Business Intelligence Reporting: Lets get started: From ecms 4.0, launch Cognos from the Toolbar. analysis planning

8 Cognos Business Intelligence Reporting: In Public Folders, Launch Report Studio. analysis planning

9 Cognos Business Intelligence Reporting: Report Studio will ask you to Select a Package. Choose ECMSBI. analysis planning

10 Cognos Business Intelligence Reporting: When ECMSBI is selected, Report Studio Opens The Welcome Screen. Here, we can select the following: Create New Report (Select this one) Open Existing Report planning If you do not wish to see this dialog box Simply un check the box below right. Show this dialog in the future.

11 Cognos Business Intelligence Reporting: Selecting Create New Opens the New Report Style Wizard. Blank List Cross Tab Chart Map Financial Repeater Table Blank Active Report planning Select List and OK or Double Click List

12 Cognos Business Intelligence Reporting: First screen open in report studio is the Page Explorer. If creating a report using a single query as this report, you can do all your work in Page Explorer. Let s take a look at navigating within Page Explorer. planning

13 Cognos Business Intelligence Reporting: Navigating Page Explorer planning

14 Cognos Business Intelligence Reporting: Navigating Page Explorer planning Insertable Objects from ECMSBI Drag, Highlight and Drag, Highlight and Right Click with Insert. See Employee (Payroll) and General Ledger etc... These are called Query Subjects. Expand these to get to the Query Items, such as Company Number, Employee Number, Job Number and so on...

15 Cognos Business Intelligence Reporting: Navigating Page Explorer planning All Properties within the List. Format Column Headings, Data Formats...Dates / Numbers etc etc.. Control Summing Aggregation. Hide Columns from display.

16 Reporting: By looking at the report requirements, we know the data will come from Employee (Payroll) Name Space and Query Subject Time Card History. From the Insertable Objects Pane. Expand Name Space Employee Payroll Expand Query Subject Personnel Data. Most, if not all payroll reports will start from Personnel Data. This information Comes from the Payroll Master Table PRTMST. planning From here, insert Company Number Division Number Company Name Employee Number Double Clicking each item will insert into the Report. From Employee Information Insert the Employee Full Name

17 Reporting: Expand Time Card History and Insert: Weekending date from Dates Query Subject Week Number Day of Week Job Number Sub Job Number Regular Hours Overtime Hours Other Hours planning

18 Reporting: After inserting all columns, the report page should look like below. Reporting: planning To test the report, click the run button in the tool bar. By default, Cognos will go to the data base and retrieve the first 20 records.

19 Reporting: The first time report is ran, it will look like the below. planning

20 What is needed to make this report presentable? 1. Need a column for Total Hours 2. Remove Company, Division, Company Name, columns and put in report header. 3. Add Prompts for Company, Division, From Date, To Date, Job Number. 4. Add Dynamic Sort for Employee Number, Employee Name, Job 5. Add Grouping by Employee Number, Total Hours for group. 6. Format the header. Add company logo, from to dates, company info, run time info, page numbers, etc... planning

21 What is needed to make this report presentable? 1. Need a column for Total Hours From the tool bar, drag a Query Calculation and insert where you want this in the report. planning

22 When dropped, the Create Calculation Wizard appears. First thing to do is give this new object a name. v_total Hours. Start all new query calculations with a v_. This will help keep you organized. Type a name and click OK. planning

23 Now, the Expression Definition Box appears. This is where you build the expression behind the new query object. 1. Bottom Left. Click Data Items Tab to work with items only in your report query. 2. Available Components. Drag items into Expression Definition box and build your calculations. 3. Top Right. Validate the Syntax of your expression with the check. If OK, you can see the message below stating No Errors. Click OK when done and the column is in your report.

24 Output should now look like the below. Notice the v_total Hours column. Change the name in the column header to Total Hours. This is done by Right clicking the header and selecting Edit Data Item Label.

25 Lets add a Dynamic Sort to the report. It was asked that the report be sorted by; Employee Number, Employee Name or by Job. Depends on who s running the report. * Add a prompt page with a value prompt. * Create a parameter named DynamicSort. * Add 3 static choices to the prompt. Employee Number, Employee Name, Job Number. * Add a calculated query item named v_dynamicsort from the tool box to the report. * This item will be hidden. Will drive the sorting based on what the user selected. Let s get started, mouse over page explorer bar and goto prompt pages.

26 Double click Page on the right. Then Double click Prompt Page1 in the middle. This step has just created the prompt page for the report.

27 Start by inserting a table from the tool box. Start with 5 columns X 5 rows. More can be added or not needed can be removed.

28 The prompt page should now look like below. Add a value prompt, keep in mind to leave rows for Company Number, Division Number, Date Range and Job Number prompts. Note: Text for the prompts should go in the first column using Text box from Tool box.

29 Drag a value prompt from the tool box to the second column in the prompt page. When dropped, the Prompt Wizard box appears. Create a new parameter named p_dynamicsort. Click Finish.

30 Click once on the prompt to highlight. In properties (bottom left), We will add 3 static choices. This choice will determine how the report is sorted. Click the ellipsis beside the Static Choices in properties.

31 The report will be sorted by Employee Number, Employee Name or by Job Number. In Static Choices, We will use EN and display Employee Number, Use EM and display Employee Name, use JB and display Job Number. Use will be in the sort calculation Display is what the user see s when running the report. In Static Choices, click new for each static choice. Bottom Left. Click OK when done.

32 There is one more step to dynamic sorting. Now we need to create a calculated query item for the sort. For this we will use a case statement, and will need to be in query explorer. Mouse over the query explorer bar and click on query 1.

33 From the toolbox, drag a calculated query item into the Data Items List in the middle of the screen. Drop it and the create calculation box appears. Name this item v_dynamicsort. Click OK.

34 Enter the following Case statement into the expression definition box. Get the parameter?p_dynamicsort? From the parameters tab. Bottom left, far right. Get the employee number, name and job from the data items tab. Bottom left, second from left to right. Validate for syntax. Click OK. Note: Notice the portion For Employee Number. Cast (employee Number, char) Emp # is numeric and We are testing it Against a character. Cast changes the Numeric to character.

35 Now the sort calculation is created, we still need to apply the sorting. Staying in query explorer, click once on the new item v_dynamicsort and in properties. Change the pre sort option to Asc. or Des.

36 Add the new v_dynamicsort to your report in page explorer. We will hide this column using box type of none later during formatting. Mouse over page explorer and click on Page1 to return to your report page. Test your report. Change the sorting using the prompt. Notice the differences in the report. Way too cool... Let s add the rest of the prompts using Query Explorer. Format the header, using tables, insert company logo. Finish formatting the report.

37 Prompts: In Query Explorer, from your Data Items list. Drag company number to the Detail Filters box on the right and drop it in there. Type the following after [Company Number] =?1. Enter Company Number? The? Tells cognos this is a prompt. What goes in between the? s is free text.

38 Prompts: In Query Explorer, from your Data Items list. Drag company number to the Detail Filters box on the right and drop it in there. Type the following after [Company Number] =?1. Enter Company Number? The? Tells cognos this is a prompt. What goes in between the? s is free text. repeat the same for Division Number. Cognos displays prompts in alphabetical order. Numbers do help.

39 Prompts: In Query Explorer, from your Data Items list. Drag company number to the Detail Filters box on the right and drop it in there. Type the following after [Company Number] =?1. Enter Company Number? The? Tells cognos this is a prompt. What goes in between the? s is free text. repeat the same for Division Number. Cognos displays prompts in alphabetical order. Numbers do help. When Validating a prompt. You will see a quick & dirty prompt Page. Enter your Prompts and press Ok.

40 Prompts: By default. When a prompt is created, it is a required entry at run time. We want to give the option of selecting a job, selecting multiple jobs, or nothing for all jobs. Change the Usage property below from Required to Optional. Just granted the nothing for all jobs. Now we need to grant multiple selection. We did that by stating the [Job Number ] in?3. Select Jobs? Prompt expression.

41 Prompts: From and To Dates in a prompt. Drag Weekending Date from the data items and drop in the detail filters panel. Enter the following starting with the word between [Weekending Date] between?4. Enter Start Date? And?5. Enter End Date?

42 Prompts: Add the remaining prompts to the prompt page. Use value prompts for company, Division, Job number. Use Date prompts for the From and To Dates. Mouse over the page explorer bar and navigate to Prompt Pages Prompt Page 1. Drag a Value Prompt to the column across from Company Number text and drop. The Prompt wizard box appears. Use an existing prompt. Select Company. Click Next

43 Prompts: Change the name of Query 2 to Company Number Prompt and click Finish. Repeat the same for the rest of the prompts.

44 Prompts: Your prompt page should look similar to the below. Change auto submit for company number to Yes. Cascade Division Number and Job Number to Company number. When you select Company Number, you only get Divisions and Jobs for that Company Number. The above steps are done in properties for each prompt. Test your report.

45 Formatting report Page: Remove Company, Division, and company name from report. These will be in the header. Add Group by Employee number. Sum the hours columns Remove v_dynamicsort column by using Box Type No. Format rest of header. Add date report ran, user id, page numbers, company info, company logo, etcetc...

46 Formatting report Page: To remove Company, Division, and company name from report, highlight the column and use the Scissors icon to cut. Best Practice: DO NOT delete with the X icon.

47 Formatting report Page: Add Grouping to employee number. Click the employee number column and click the grouping icon. Sum the hours columns by selecting the hours columns and clicking the sum icon.

48 Formatting report Page: Remove the column v_dynamicsort by clicking the column header. Press and hold <CTRL> key and click the detail cells. Header and Detail cells should now be highlighted. In Properties, change Box Type to NO. the column is hidden from the report.

49 Formatting Report Header: From the tool box, insert table 5 X 5 into the Header. Format top row of table cells to be 20% each. 5 X 20 = 100% of screen. Insert company info, from & to dates, report run time and date, company logo.

50 Formatting Report Header: Insert company info, from & to dates, report run time and date, company logo. Note: date and time are in the report footer. Simply drag them up to the header. Use Text boxes from the tool box for headings. Such as Report Date and Report Time

51 Formatting Report Header: Insert company logo. Note: The Company Logo must be in a folder on the Cognos Server. The document is located in the CGC Shared website in Cognos section. From the tool box, drag an Image icon to the cell you want the logo. The path is..//logo.jpg Use Size and Overflow in properties to re size logo.

52 Formatting Report Header: Insert company logo.

53 Formatting Report Header: Insert From & To Dates using a layout Calculations and text boxes from the tool box.

54 Formatting Report Header: Insert From & To Dates using a layout Calculations and text boxes from the tool box.

55 Finished report should look similar to the below. Format to your likings. Save in Public Folders.

56 Dashboards Latest enhancements Imaging & Workflow Framework Project Collaborator Framework

57 Standard and Custom Reports

58 Financial Dashboard

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60 Project Dashboard

61 Equipment Dashboard

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66 AGC Industry Webcast Series EE Cruz and Computer Guidance Lisa August Account Payable Manager EE Cruz

67 Customer Focus 2015 July 15 17, 2015 The Phoenician Resort & Spa

68 Contact Information Andrew G. Brendan H. Steve G. Mike B Andrew Grasso Account Manager Brendan Hughes Account Manager Steve Gross Director of Client Solutions Mike Bihlmeier President