Using Cognos for Microsoft Office (Go! Office)

Report
Cognos for Microsoft Office
(Go! Office)
Cognos User Group – Dec 2nd, 2011
Comcast Proprietary and Confidential
Using Cognos for Microsoft Office
(Go! Office)
Agenda
 Overview of Product and Use
 Initial Set up
 Microsoft PowerPoint
 Microsoft Excel
2
Company Overview
Comcast Overview of Cognos
 Cognos was brought in to help support Customer Experience
initiatives as well as IT performance metrics related to implemented
technologies.
 Our audience spans everyone from front line call center agents up
to the board of directors spanning up to 40 states. This requires the
use of many of the Cognos tools to support the diverse user
groups.
 Cognos is being used to prevent the use of independent
spreadsheets being published across the company.
3
Product Overview
Go! Office
 Allows organization to continue using a known productive toolset.
 Pushes the concept of single source of data in order to stop
independent data changes that can occur.
 Our implementation of it enables us to create executive leadership
team presentations in their common tool.
 Need to keep the KISS principle.
– Complicated List Reports
– Presentation formatting
4
First Time Configuration
•
Open a New Document in
Microsoft Excel 2010. Notice
the new IBM Cognos tab.
•
Select the Tab to bring up the
new IBM Cognos ribbon.
•
Click on the IBM Cognos Button
to turn on the Ribbon
•
The ribbon should no longer be
grayed out and a new welcome
screen should show up on the
right of the spreadsheet.
•
Click on the Options Button.
5
First Time Configuration
•
Startup application should have IBM
Cognos for Microsoft Office selected
•
Datasource should have IBM Cognos
BI server selected
•
In System gateway URI, enter the
address of your Cognos system.
http://server_name/cognos10/cgibin/cognos.Cgi
•
In Friendly Name, enter a user
friendly name such as “Cognos dev”
•
Click Test Connection, and ensure
that the connection succeeds
•
Click add
•
Single signon
•
Forms based authentication
•
Log level
•
Click OK.
6
Using Go! Office with Power Point
7
Logging into Cognos
8
Importing Report
• You can pick and
choose which pieces
of the report to
import.
• After all selections
are made, click Next
9
Importing tips
Can not import headers, footers or any text fields (including
calculated fields).
Calculated fields shown
underlined below, but
are ignored text fields
as shown on the left.
10
Importing tips
For each object you can specify the name, location and options.
When done with all
options, click Finish.
11
After Importing Chart/List Report
PowerPoint Version
PDF Version
12
After Formatting
13
Importing List Report With Merged Cells
Power Point Version
• Any merged cells will
import as not merged.
PDF Version
14
After Formatting
15
Refreshing Data
16
List Report After Refresh
17
Excel Sample
•
•
•
Refresh All Data button – Will not
always bring in new formatting.
Keeps some changes, but loses
others.
Drill through links defined in
report turn into underlined text.
Will bring in images set in list
reports, but the link is lost there
also.
18
Summary
 Definite benefits as far as single source of data and refresh
capabilities.
 Not a simple cut and paste tool from Cognos into Office
applications.
 By keeping report types and formatting in their basic conditions,
this becomes a powerful tool.
 Focus on Cognos presentation might be better served in PDF
format.
19

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