Training Documentation Corporate IT - Center of Excellence Cognos CPM Cognos Workspace Advanced 1
Version History Version Date Comment By Reviewed 0.1 04/01/2012 Draft Markus Reiß 0.2 16/08/2012 Update Markus Reiß 0.3 16/07/2015 Update Sebastian Ritter Description The objective of this training documentation is to become familiar with IBM Cognos Workspace Advanced. It s an accompanying documentation of the Cognos Workspace Advanced training and includes all discussed features and samples. i Please note that this training documentation doesn t include all features of the studio. To see more information please look into the Cognos Workspace Advanced User Guide. To apply for the training please contact Corina Geiges (corina.geiges@maquet.com). At the end of each chapter this documentation includes workshops with the objective to become familiar with IBM Cognos Workspace Advanced and how it can address real business situations. 2
Module 1 is a web-based tool that is used by advanced business users and professional report authors and analysts to create and analyze reports allows users to work with both relational and dimensional data sources, as well as external data, and allows them to show their data in lists, crosstabs and charts is a mix between IBM Cognos Analysis Studio and IBM Cognos Report Studio will replace IBM Cognos Analysis Studio in the future helps to answer business questions quickly and easily with rudimentary functionalities is only for dimensional data sources (Cubes) is for professional report authors (developers) to build sophisticated, multiple-page, multiple-query reports against multiple databases. allows only one data container (Crosstab) i All reports that were created in analysis or report studios can be used/modified in Cognos Workspace Advanced. 3
Content Interface Page navigation (1) Toolbar & menu (1) Insertable Objects pane (1) Properties pane (1) Page layers (2) Context filters (2) Create Content Insert Crosstab & List (1) Pivot List to Crosstab (1) Insert behavior (1) Insert Chart / Graph (2) Workshop 1 Using functions I Suppress Rows and Columns (2) Summarize data (1) Swap Rows and Columns (1) Expand / Collapse Member (1) Filter data (2) Create a prompt (2) Workshop 2 4
Content Using functions II Sort data (1) Top or Bottom Group (2) Conditional style (3) Move Member to Top/Bottom (2) Exclude Member (2) Query Calculations (2) Drill options (2) Workshop 3 Design a report Style options (3) Create Header & Footer (3) Style a chart (3) Insert an image (3) Workshop 4 Report settings Export data / Run reports in different output formats (1) Schedule the report (1) Using Cognos Trigger (1) Public Folder vs. My Folders (1) End to End Workshop 5
Training Documentation Corporate IT - Center of Excellence Cognos CPM Cognos Workspace Advanced Interface 6
Interface Page navigation Module 1 Toolbar and menu Insertable Objects pane Page layers Context filters View Metadata Tree View Members Tree Toolbox tab Page navigation Work area Properties pane 7
Toolbar and menu Module 1 - toolbar with shortcuts for commonly used features Edit: Cut, copy, paste, and delete commands Tools: Allow Cognos to check the report s specification, show and copy the specification, manage external data and configure advanced options of the interface behavior Run: Allow users to run the report in various output types: HTML, PDF, Microsoft Excel, CVS, and XML Style: Set styles and conditional formatting to objects Data: Set configurations to filter, suppress data, sort, change summarization criteria, create calculations and show dimensional analysis features, such as Insert Children, Explore and Drill options Structure: Set group configuration, swap rows and columns, add headers and footers to reports and convert lists to pivots View: Switch between Page Design and Page Preview, enable and disable toolbars and visual aids and configure the number of rows that is displayed on the Work area when Page Preview is set Blue bullet (upper-left corner): Create, open and save reports, PDF configuration and report properties 8
Insertable Object pane Module 1 View Members Tree: For dimensional models or Dimensionally Modeled Relational (DMR) models View Member Tree options are not displayed when users select a package that contains only a relational data model. View Metadata Tree: Content depends on the data model that is displayed: - Dimensional data model shows folders, namespaces, measure folders, measures, dimensions, hierarchies and levels. - Relational model displays folders, namespaces, query subjects and query items Insert Individual Members: Toogle between creating sets inserting multidimensional or individual data items Insert Member with Children: Insert mode for multidimensional data items Allow users to add external data, such as spreadsheets or comma-separated value (CSV) files Refresh: Refresh the package tree 9
Insertable Object pane - Source/Toolbox Tab Module 1 - Contains the objects (data items) from the package - Shows the data model: - dimensional members metrics - query subjects and their query items - Display data in lists, crosstabs and charts - Create new columns with calculations - Improve layout with text items, labels, blocks, images and hyperlinks 10
Training Documentation Corporate IT - Center of Excellence Cognos CPM Cognos Workspace Advanced Create Content 11
Crosstab Module 1 - Choose Crosstab from the Toolbox tab and drag and drop it into the working area - Change to Source tab to input the dimension level or dimension members 12
List Module 1 - Choose List from the Toolbox tab and drag and drop it into the working area - Change to Source tab to input the dimension level or dimension members 13
Pivot List to Crosstab Module 1 - Pivot a list to a crosstab - Select any column in the List and click on the Pivot List to crosstab button 14
Insertable Object pane (Insert options) Module 1 Insert Single Member Insert Children There are three different insert options - Insert Single Member will display only the selected member. - Insert Children will display only the children of the selected member. Insert Member with Children - Insert Member with Children display the selected member and the next deepest level (children). This is the default insert option. 15
Insertable Object pane - Sets Module 1 Sets can be used to inserting multidimensional or individual data items By default the Set option is activated. To deactivate click on the Set button and the orange background of the button willl disappear. Characteristics of Sets: Add or remove a member will include the whole set Calculations or summary lines depends on the whole set 16
Graph / Chart Module 2 - Choose Chart from the Toolbox tab and drag and drop it into the working area - Choose the type of the chart and click OK - Change to Source tab to input the dimension level or dimension members 17
Create a graph Module 2 - Choose the chart type and drag and drop the specific data items from the Source Tab to the x and y achsis of the chart - Consider the context filter and the page layers settings because this could affect the chart 18
Change or modify a graph Module 3 - It s possible to change or modify a generated chart - Use right click on the chart to open the menu - Style: Change the Font, Border, Style or Conditional Style of the chart - Shows Values: Display the different values in the chart - Conditional: Mark some data into a different color - Convert Chart: Change the type of the chart 19
Graph Properties pane Module 1 - In the properties pane there are all possible settings to change or modify the chart - Chart Orientation: change the bar orientation to vertical or horizontal - Tooltips: allows to display a Tooltip with the value of the selected object or to deactivate the Tooltips of the chart - Title: add a title for the chart - Legend: hide or change the legend orientation in the chart to left, right, top or bottom - Numeric baselines: create a baseline in the chart with a fix value - Trendlines: calculates and display a trendline in a chart of a specific data item - Notes: allows to add notes beside the chart which can be displayed in some output versions like PDF - Border: change the border settings - Padding: add some space between the other rows and columns around the chart - Font: to change the text style 20
Create a graph from a list or crosstab Module 2 - It s possible to create a chart from a list or crosstab automatically - Select any column in the list or crosstab and click on the Insert Chart button - By default it s possible to select a Column, Bar or Line Chart - Click on More to choose another Chart type 21
Workshop 1 Objectives of the workshop Get in touch with the new studio Insert a list and fill with data Test the insert options and create sets Create a bar chart Workshop description The objective of this report is to get in touch with the new studio and functionalities. It s a rudimentary report without filters, prompts, own calculations and style options. Pivot the list to a crosstab Report Preview 22
Workshop 1 1. Prepare the working area - Click on New to open a blank report - Insert table with 2 columns and 2 rows 2. Create a list - Drag a list object from the Toolbox tab and drop it at the left column on the first row - Insert level division code (DIVISION_CD) from the Metadata Tree from the dimension ALL Producthierarchies/ ALL Producthierarchies/DIVISION_CD in the first column - Insert measure NET_SALES_EUR from the measure folder and drag & drop it in the second column 23
Workshop 1 3. Create a chart - Drag & drop a chart object into the right column on the first row - Add NET_SALES_EUR to the default measure (y-achsis) - Add DIVISION_CD to the categories (x-achsis) 4. Pivot the list to a crosstab - Select any column in the list and click on pivot the list to a crosstab - Add dimension ALL Bookingdates and drag & drop it into the rows of the crosstab 24
Training Documentation Corporate IT - Center of Excellence Cognos CPM Cognos Workspace Advanced Using functions 25
Suppress Rows and Columns Module 2 - use Suppress Rows and Columns from the shortcut menu pane to hide empty rows and columns to make the data clearly represented - choose the corresponding data container (applies only to the selected object) and click Suppress Rows and Columns i - Consider if some new members were added into the data container it could be that its not displayed because of the suppress functionality. 26
Summarize data Module 1 - use Summarize data from the shortcut menu pane to chose different total functions like Total, Count, Average, Minimum or Maximum. - To create a total line for the columns, click on the corresponding column and choose the total function. Afterwards a new column will be displayed on the right side of the data container. - To create a total line for the rows, click on the corresponding row and choose the total function. Afterwards a new row will be displayed on the bottom of the data container (see screenshot above). i - The automatic summary consider the type of the column and aggregate the rows for each column. Use this option if you re using ratios. 27
Summarize data Module 1 - Automatic Summary: Consider the type of the column/row and aggregate the rows for each column - Total: Create a total of all rows for each column - Count: New feature : Count the different numbers of data items for each column - Average: Calculate the average of all rows - Minimum: Shows the row with the lowest figure - Maximum: Shows the row with the highest figure 28
Swap Rows and Columns Module 1 Crosstab after swap rows and columns - use Swap Rows and Columns from the shortcut menu pane to change and reorder the rows with the columns - useful feature to relievable the output formats in PDF or Excel. Depends on the page settings landscape or portrait 29
Expand / Collapse Member Module 1 - Expand Member generates new rows or columns of the next deepest level e.g. from Quarter Q1 2012 to the months Jan/2012, Feb 2012 and Mar 2012 - Collapse Member fold the expand members and delete the new rows or columns - Expansion - applies only to the selected object - adopt the styles options of the row or column - generates new summary lines - Right click on the name of the specific level and select Expand Member or Collapse Member 30
Expand Collapse Training Cognos Workspace Advanced Expand / Collapse Member (Row) Module 1 31
Expand Collapse Training Cognos Workspace Advanced Expand / Collapse Member (Column) Module 1 32
Context filters Module 2 - used to filter reports for separate contexts of information - add one block with the context selection in the report. - the context filters configuration applies only to the selected object - For two or more objects select each object and then add the desired dimension member - Click on arrow allows to create a prompt (see chapter to create prompts) 33
Filter data Module 2 - use the context filter to create reports for separate contexts of information - choose the corresponding data container (applies only to the selected object) and drag and drop the item you want to filter (e.g. the company QAFR) - it s possible to set more than one filter i - for two or more objects select each object and then add the desired dimension member 34
Create a prompt Module 2 - Allows the user to filter the data of the report with a specific prompt e.g. the company, year or a measure. - Select the element in the context filter to setup separate contexts of information and click on the right arrow - Navigate to the Prompt option and select a prompt type - Select Single Value for a single select (e.g. drop down box) - By default the prompt is a multi select (no single value selected) - Prompt for Hierarchy generates a prompt tree, where the user can select one or more elements in different levels - Prompt on Level generates a List of elements, where the user can select one or more element on a specific level - To deactivate the prompt use the same steps and click on No Prompt 35
Prompt types Module 2 - Two different prompt types with multi or single select options - Prompt on Hierarchy: Create a source tree with all available elements of the selected level and all levels below. Its possible to select elements from different levels. - Prompt on Level: Create a list of all available elements of the selected level. - By default multi select is activated - For single select activate Single Value and choose the prompt type Prompt on Hierarchy Prompt on Hierarchy Prompt on Level Prompt on Level (multi select) (single select) (multi select) (single select) 36
Workshop 2 Objectives of the workshop Insert data from different levels Suppress Rows & Columns Summarize Data Expand and Collapse Members Test: Swap Rows & Columns Filter Data Create a prompt on level with single select Workshop description The report should show the different values of each product line from each division. It compares the net sales of the last month from the current year with the net sales of the last month from the last year. Also the report should display the planned net sales from a specific plan cycle of the current year. The report filters only the external sales from a specific company. The user can choose a company with a single select, after he/she runs the report. Report Preview 37
Workshop 2 Prepare the working area - Click on New to open a blank report - Insert one block object from the Toolbox tab and drag & drop it into the working area - Insert one crosstab from the Toolbox tab and drag & drop it into the inserted box object - Save the report into My Folders with the name WS2_Sales Report by Division 38
Workshop 2 Prepare Rows - Insert Member Medical Systems from the Metadata Tree from the dimension ALL Producthierarchies/Members/ALL Producthierarchies/Medical Systems in the first row - Insert level division code (PRODUCT_LINE_CD) from the Metadata Tree from the dimension ALL Producthierarchies/ALL Producthierarchies/PRODUCT_LINE_CD in the second row 39
Workshop 2 Prepare Columns - Insert Members Last Month, Current Year and Last Month, Prior Year from the Metadata Tree from the dimensions ALL Bookingdates/Month Analysis/Last Month, Current Year ALL Bookingdates/Month Analysis/Last Month, Prior Year and drop the set of these two members in the first column - Choose Insert option Insert Single Member - Insert Member 2011 from the Member Tree from the dimension ALL Bookingdates/ALL Bookingdates/2011 - Insert measure NET_SALES_EUR from the measurement folder and drag & drop under the elements Last Month, Current Year and Last Month, Prior Year - Insert measure NET_SALES_EUR_P3 from the measurement folder and drag & drop under the member 2011 - Preview: 40
Workshop 2 Using functions - Suppress Rows and Columns - Try to swap rows and columns - Expand and collapse any product line (for one row and one column) - Create a summary for each division (use automatic summary) - Filter the crosstab and select one company from the Member Tree e.g. QAFR and drag & drop it into the context filter - Filter the crosstab and select external from the Member Tree from the dimension ALL Customer types by payer and add it into the context filter - Complete Context filter: - Create a prompt and click on the selected company e.g. QAFR, navigate to Prompt, choose the prompt type Prompt on Level and activate Single Value for a single select - Run the report 41
Workshop 2 Report Preview Prompt: Report: 42
Output Training Cognos Workspace Advanced Page layers Module 2 - Used to create sections or page breaks in reports - Could contain one or more dimension level or dimension members - Create one block in the report with the current selection of the hierarchy - Page layer configuration is applied to the entire report - Click on arrow allows to change the section of the level Example: This report generates for each level of the member Medical System one output page. That means it shows the content of the report for each division like Critical Care, Cardiac Assist or Surgical Workplaces. 43
Sort data Module 1 - Choose the row you want to sort e.g. NET_SALES_EUR - Click on to choose the sort options ( Ascending or Descending ) - To deactivate the sort option, click on Don t Sort 44
Top or Bottom Module 2 - Top or Bottom filter the list or crosstab with the top or bottom elements - usefull to create rank lists to see for example a list of the top 5 customers - use right click on the specific element and select Top or Bottom - the studio suggest automatically fix options ( Top or Bottom 3,5 or 10) on a random measure (e.g. Diff P3 - AC) or allows to custom a new sorted group - Modify the Top or Bottom options: - Choose the type (Top or Bottom) for the sorted group - Setup the number of items - Count: delivers e.g. the Top 3 items - Percent: calculates a sorted group e.g. the Top 20% of the customers based on the net sales. - Sum: generates a group based on a fix value for all items. For example all cutomers with net sales more than 1 million. - Choose the tuple (based on intersection) 45
Conditional Style Module 3 - use conditional style to create own styles to make the data more transparent und highlighted important information - choose Conditional Style in the header menu pane Style, click on New Conditional Style and choose the affected data item e.g. GP %, enter the name of the style and setup the ranges 46
Move Member to Top/Bottom Module 2 - Move member in a list or crosstab to the top or bottom - Us right click on a specific member, navigate to Move Members and select - To Top to move the member to the top of the list or crosstab - To Bottom to move the member to the bottom of the list or crosstab 47
Exclude Members Module 2 - Use Exclude Members to hide some rows or columns from the crosstab - Use right click on a specific member, navigate to Exclude Members and select - From Initial Set or - From Current Set 48
Query Calculations Module 2/3 - use query calculations to create own calculations e.g. the gross profit ratio - choose from the Toolbox tab Query calculation and drag and drop the object on the corresponding position in the list, crosstab or graph, select Calculated measure, click OK and enter the calculation e.g. GP_NET_SALES_EUR divided by NET_SALES_EUR (choose from the available component list) 49
Drill Options Module 2 - use Drill Options from the header menu point Data to activate the drill trough functionality in rows and columns - allows to navigate across different levels (drill up & drill down) by clicking on the specific level - To drill down click on the name of the specific level or use right click and select Drill down - To drill up use right click on the name of the specific level and select Drill up 50
Drill Up Drill Down Training Cognos Workspace Advanced Drill Options Module 2 Crosstab without Drill Options Crosstab with Drill Options 51
Workshop 3 Objectives of the workshop Add Page layers Sort data Test: Move Member to Top or Bottom Create a conditional style Activate Drill Options Workshop description Regarding to the workshop 2 this report should display the same data but with one calculated column which shows the gross profit ratio. The report should also include a conditional style and use the page layer function to show the numbers of each division in a separate crosstab. Report Preview 52
Workshop 3 Prepare workshop - Open report WS2_Sales Report by Division from My Folders - Save a new version of the report into My Folders with the name WS3_Sales Report by Division - Delete the divisions in the first row of the crosstab - Collapse Year 2011 in the right column - Delete all summary lines 53
Workshop 3 Using functions (I) - Select member Medical Systems from the Member tree from the dimension ALL Producthierarchies/Medical Systems and drag & drop it into the page layers section - Test: Move elements to Top or Bottom - Sort the NET_SALES_EUR. Click on the measure and select Descending - Create a calculated measure GP% - drag the Query Calculation object from the Toolbox tab and drop it on the right side of the NET_SALES_EUR column. - Enter the name of the measure GP%, choose Calculated measure and click OK - Insert the Expression [GP_NET_SALES_EUR] / [NET_SALES_EUR] and click OK 54
Workshop 3 Using functions (II) - Create a conditional style - Use right click on any number of GP%, choose Style and Conditional Styles - Create New Conditional Style and select the corresponding measure GP% - Choose following options: 55
Workshop 3 Using functions (III) - Change the data format of the column GP% to Percent with using the symbol % and 2 decimal places - Add a summary line of each division - Select Data from the header menu pane, click on Drill Options and allow activate allow drill-up and drill-down - Run the report Report Preview 56
Training Documentation Corporate IT - Center of Excellence Cognos CPM Cognos Workspace Advanced Design a report 57
Properties pane Module 1 - pane displays the formatting options that are available for a selected object in a report - Ancestor button allows users to select any part of a selected object - typically used for layout purposes e.g. to change the background of the rows inside a crosstab - useful to find an object inside another object, for example, a crosstab inside a table 58
Style Options Module 3 - Use Style options the design the report - Change type, size, weight, color and style of the text and adapt some effects like underline, overline or line-trough - Change the data to a specific format (switch, and. or set the number of decimal places) - Set the border style, width and color to frame some rows and column - Set background color to decant some total lines or columns 59
Create Header & Footer Module 3 - To improve the design and present the report in a well formed business style it s possible to create/activate a header and/or a footer. - The header is at the top of the report for each output page and can be used e.g. for headlines - The footer is at the bottom of the page for each output page and can be used for example to show the current date, time and the page number - In some templates the header and footer is automatically activated with default objects - Use the insertable objects from the Toolbox tab to insert data like the page number or a text item to enter the header line 60
Style a Graph / Chart Module 3 - Click on the style options of the specific chart - modify the style of a chart with a template/theme - generate background effects with color gradient and 3D effects - add shadows around the frame - use an image as a water-mark for a chart 61
Cognos Images Module 3 - Jazz the report up by using Cognos images in the reports - Images could be used as a water-mark for a chart - Navigate to the Toolbox tab and drag & drop the image object - Double click on the image icon open the image URL path - For example to insert the Maquet icon enter the image URL:../skins/corporate/branding/MAQUET_small.jpg - All available Maquet Cognos images are described with a preview, the name and path in the documentation Using Cognos Images. 62
Workshop 4 (optional) Objectives of the workshop Change the style settings of a chart Add a background Add a Image Workshop description Change the default style chart settings from workshop 1 and try to add a background. After that change the background and add an image. This workshop is optional. Report Preview 63
Workshop 4 (optional) Using functions - Open report WS1_Sales Report by Division from My Folders - Save a new version of the report into My Folders with the name WS4_Sales Report by Division - Change the orientation of the chart to horizon - Add a background to the chart - Change the background of the chart and add any image 64
Training Documentation Corporate IT - Center of Excellence Cognos CPM Cognos Workspace Advanced Report settings 65
Export data / Run reports in different output formats Module 1 - Every Report can be executed in different formats like HTML (standard), PDF, Excel 2007, Excel 2002, CSV or XML - Click on the right arrow to select the output format - Use Run Options to custom the format, paper size and orientation, data mode, language, rows per page and to active/deactivate prompts and include accessibility features - For HTML format it s useful to set the rows per page to the maximum of 1000 to display all rows of the list or crosstab without clicking on next page but please consider the performance of the report - For PDF formats it s useful to set the page orientation landscape or portrait - For Excel formats these options isn t necessary 66
Schedule a report Module 1/2 - Runs a report automatically by a defined frequency - Click on Schedule a report to setup the schedule options 67
Schedule a report Options Module 1/2 Frequency: Handles the time and period when the report runs. - By default the reports are scheduled for each week starting on the current day. Start - End: The Start and End defines the time range the schedule is active. - By default the start date is the current day and no end date is set; i.e. the schedule runs for ever. Options: Options allows overwriting the default values. - By default the report run in HTML format. In the screenshot the options of the schedule are changed to create an output format in Excel which will be sent by email to one recipient. Prompt values: If the report includes prompt pages it is necessary to set the corresponding parameters to schedule the report. If there is no prompt page no action is needed. 68
Schedule a report - Using Trigger Module 1 i - a trigger allows to run the report after a specific event has been arrived from the data load process. For example the Trigger vista_mngmt fired after Vista Management Cube has been created successfully. - every trigger has different characteristics - to use a Cognos trigger select the Frequency tab By Trigger and enter the name of the Trigger Please note: By default the report runs for ever if no end date is specified Trigger Name month_end_trigger query_loaded vista_company vista_mgmt Vista_mgmt_detail us_domestic vista_meco working_day_01 working_day_xx Description Trigger is executed every first working day of a month after data have been successfully loaded into Data Mart Note: Use this Trigger for Vista Query & US Domestic Details Reports Trigger is executed every day after data have been successfully loaded into Data Mart Note: Use this Trigger for Vista Query & US Domestic Details Reports Trigger is executed every day after Vista Company Cubes have been created successfully. Note: Use this Trigger for Reports based on Company Cubes Trigger is executed every day after Vista Management Cube has been created successfully. Note: Use this Trigger for Mgmt. Cube Reports Trigger is executed every day after Vista Management Detail Cube has been created successfully. Note: Use this Trigger for Mgmt. Detail Cube Reports Trigger is executed every day after US Domestic Cube has been created successfully. Note: Use this Trigger for US Domestic Cube Reports Trigger is executed every day after Vista MeCo Cube has been created successfully. Note: Use this Trigger for Mgmt. Detail Cube Reports Trigger working_day_01 is executed on the first day of the month (except the weekend Saturday and Sunday) after the data load process has been finished successfully. There are also triggers for the second until the fifth working day. Trigger working_day_xx is executed from the sixth working day until the end of the month, 69
Save the report (Public Folders vs. My Folders) Module 1 - Every user with the same permissions can run, modify or delete the report - For example a QAFR user which have access to the vista sales reporting application can save the report in Public Folders -> Reports -> QAFR -> Vista - Every user have a personal folder - Only the signed on user have access to his/her saved report in this folder 70
End to End Workshop Content of the End to End Workshop Create a Crosstab Sort, summarize, filter, expand and suppress data Workshop description This workshop includes all trained features of the Cognos Workspace Advanced Studio. Add different prompts Add page layers Add own calculations Add a conditional style Create and modify a chart Report Preview 71
End to End Workshop End to End Workshop Open a new blank report and save it under My folders with the name ETE_W5_Sales Report by Division Add a table with 1 column and 3 rows and insert a crosstab into the last row Fill the crosstab with data: Rows: 1. Row: Add member Medical Systems from dimension All Producthierarchies/Medical Systems 2. Row: Add level PRODUCT_LINE_CD from dimension All Producthierarchies/All Producthierarchies/ PRODUCT_LINE_CD Column: 1. Column: Insert Member Year To-Date Last Month, Prior Year and Year To-Date Last Month from the Metadata Tree from the dimension ALL Bookingdates/Year To-Closed Month/Members/Year To-Closed Month 2. Column: Insert Member 2012 from the Member Tree from the dimension ALL Bookingdates/ALL Bookingdates/2012 Insert measure NET_SALES_EUR from the measurement folder and drag & drop under the elements Year To-Date Last Month, Prior Year and Year To-Date Last Month Insert measure NET_SALES_EUR_BU from the measurement folder and drag & drop under the member 2012 72
End to End Workshop End to End Workshop Suppress Rows and Columns (Try to swap rows and columns) (Expand and collapse any product line) Create a summary line for each division Context Filter: Filter crosstab and select any company from the Member Tree e.g. QAFR Filter crosstab and select external from the Member Tree from the dimension ALL Customer types by payer Prompt: Create a single prompt and click on the selected company e.g. QAFR, navigate to Prompt, choose the prompt type Prompt on Level and activate Single Value Sort the NET_SALES_EUR descending 73
End to End Workshop End to End Workshop - Select member Medical Systems from the dimension ALL Producthierarchies/ ALL Producthierarchies/Members and drag & drop it into the page layers section - Create a calculated measure called GP%, insert the expression [GP_NET_SALES_EUR] / [NET_SALES_EUR] and move it on the right side of NET_SALES_EUR in the crosstab - Create a new conditional style for the calculated measure GP% - Change the data format of the column GP% to Percent and use the symbol % and 2 decimal places - Activate the drill options and click on allow drill-up and drill-down - Chart: - Add a bar chart in the first row with the children of the Year-to-Closed Month dimension in the x-achsis and the NET_SALES_EUR in the y-achsis. As series use the PRODCT_LINE CD from dimension All Producthierarchies/All Producthierarchies/ PRODUCT_LINE_CD - Create a header and footer - Run the report 74
End to End Workshop 75
End to End Workshop II Try to create End to End Workshop II 76
End to End Workshop II Hints for the End to End Workshop II Crosstab Columns: Last Quarter, Current Year, Sold Units, Net_Sales_EUR Crosstab Rows: Level PRODUCT_HIER_L3_CD Add a filter > 30.000 Sort Net_Sales_EUR descending Create calculated Measure ASP ([NET_SALES_EUR] / [SOLD_UNITS]) Create calculated Measure ASP P1 ([NET_SALES_EUR_P1] / [SOLD_UNITS_P1]) Create calculated Measure ASP P1 - ASP ([ASP P1] - [ASP]) Add a conditional Style for the Measure ASP P1 - ASP Exclude one or more member(s) e.g. Accessory Create a prompt to select one or more product lines Add page layers for each company Change the format of all numbers with 0 decimal places Activate drill functionality 77
Contact Contact Maquet Cognos Support Team in Remedy: https://gsm.getinge.com Cognos Business Intelligence Team Rastatt MAQUET Holding B.V. & Co. KG Kehler Straße 31 D-76437 Rastatt, Germany 78