Cognos-Training Presentation

Villanova Business Intelligence
Cognos Training Level 1
Cletus Rickert
Director -UIS
Opening Remarks
Purpose of this training
Introduction to Cognos Query Studio
Questions and Answers
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
What is not covered in this Training:
• This training is designed to familiarize you with the
Cognos reporting tool. This session will explore Query
– 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.
What is Cognos?
Web Based Reporting Tool-Zero foot print( has a few client based
components like Office plug-in)
Allows user to create, modify, and distribute reports to user community.
Allows user to schedule and burst reports
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.
Interfaces with the ODS/EDW system
Cognos Process Flow
Client Model ToolsDevelop Models &
Publish Content as
Data Sources
Access to Cognos Portal:
• Cognos has dual environments at Villanova:
Test :
To log in use Domain Account id and password to log in.
• Quick exploration of Query Studio and ( time permittingReport Studio)
A list of recently used
Additional packages
Toolbar contains most commonly used
Main menu contains menu options and all
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
Package - A logical collection of
data tables
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
• Insert
– Single-click a query item
and click the Insert button
– Double-click a query item
– Click and drag a query
– Click and drag a query
subject to add all of its
query items
CTRL+Click to
select multiple items
Meet the Undo Button!!!
Undo the last several things
you’ve done
Redo available
Data Element Dictionary
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)
Note about today’s session:
• After you complete the exercises in this
training material, you should be able to:
• Create a report
Add data to the report
Save the report
Run the report
View the report
Recognize the types of reports
• Identify Query Studio interface elements
• Assemble a query using filters and other
• Add a chart to visualize the data
• Run a query
• Export query data to a multiple formats.
Next Steps
More training sessions will be organized on a regular basis( most
likely on a bi-weekly basis) every month.
Lab 1- Query Studio
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
Lab 2 - Query Studio to Report Studio
Create a report in Query Studio
Open it in Report Studio
Add Dynamic Prompting.
If time permits, explore Drill –Thru
Thank You

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