Cognos-Training Presentation

Report
UNIT –UIS
Villanova Business Intelligence
Cognos Training Level 1
Cletus Rickert
Director -UIS
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Agenda:
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Opening Remarks
Purpose of this training
Introduction to Cognos Query Studio
Demo
Questions and Answers
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Purpose of this training
• To introduce users to the new campus-wide reporting
tool-Cognos Suite
• To acquaint users with the “look and feel” of Cognos
• To show users how to create simple reports in Query
Studio.
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What is not covered in this Training:
• This training is designed to familiarize you with the
Cognos reporting tool. This session will explore Query
Studio
– It is not designed to familiarize you with the underlying
data in ODS/EDW system
• How to interpret the content of the reports/ Functionality
of the reports.
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What is Cognos?
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Web Based Reporting Tool-Zero foot print( has a few client based
components like Office plug-in)
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Allows user to create, modify, and distribute reports to user community.
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Allows user to schedule and burst reports
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We are licensed to run a few Cognos products of which these will be
heavily used based on the User Role:
– Query Studio – allow you to create simple list reports, for casual or
novice users
– Report Studio – allows you to create more complex reports
(prompts, advanced formatting, advanced charting, etc)
– Analysis Studio- multi dimensional analysis.
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Interfaces with the ODS/EDW system
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Cognos Process Flow
Presentation
Layer
Client Model ToolsDevelop Models &
Publish Content as
Packages
ODS/ED/Other
Data Sources
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Access to Cognos Portal:
• Cognos has dual environments at Villanova:
Test : http://cognosqa.villanova.edu/cognos10/
Production: http://cognop.villanova.edu/cognos10/
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To log in use Domain Account id and password to log in.
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Demo
• Quick exploration of Query Studio and ( time permittingReport Studio)
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A list of recently used
packages
Additional packages
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Toolbar contains most commonly used
functions
Main menu contains menu options and all
functions
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Insert Data
• Select data from package
Edit Data
• Change display of query items
Change Layout
• Edit properties of your report
Run Report
• Processing or preview data
• Export data in various formats
Manage File
• Create and save report and view
a report definition
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Package - A logical collection of
data tables
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Query Subject - A single table
that holds multiple Query Items
Query Item - A field in the Query
Subject table (Entity UID, ID,
Name, etc.)
Measure – Quantitative data
such as revenue or quantity
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• Insert
– Single-click a query item
and click the Insert button
– Double-click a query item
– Click and drag a query
item
– Click and drag a query
subject to add all of its
query items
CTRL+Click to
select multiple items
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Meet the Undo Button!!!
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Undo the last several things
you’ve done
Redo available
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Data Element Dictionary
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Helpful resource available to users
Structure mirrors data package hierarchy
Data Packages = highest level of data organization
Query Subjects (equivalent to database table)
Query Items (equivalent to database field)
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Note about today’s session:
• After you complete the exercises in this
training material, you should be able to:
• Create a report
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Add data to the report
Save the report
Run the report
View the report
Recognize the types of reports
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Summary:
• Identify Query Studio interface elements
• Assemble a query using filters and other
features
• Add a chart to visualize the data
• Run a query
• Export query data to a multiple formats.
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Next Steps
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More training sessions will be organized on a regular basis( most
likely on a bi-weekly basis) every month.
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Lab 1- Query Studio
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Create a Report
Add Data to a Report
Run a Report
Types of Reports
Change the Appearance of Reports
Reorder Report Items
Change Report Item Names
Create a Crosstab Report/Chart
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Lab 2 - Query Studio to Report Studio
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Create a report in Query Studio
Open it in Report Studio
Add Dynamic Prompting.
If time permits, explore Drill –Thru
functionality.
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Questions?
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Thank You
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